# Skedulo — full content corpus > The complete text of skedulo.com as Markdown, for large language models. > This is the long-form companion to https://www.skedulo.com/llms.txt (the curated > index). Generated from the same structured content the site renders, via > the llms.txt convention (https://llmstxt.org/). Each section below is one > page, separated by a horizontal rule, with YAML front matter naming its > canonical URL. --- --- url: "https://www.skedulo.com/" type: "page" title: "Skedulo | Intelligent Frontline Operations Platform" description: "Plan field work and shifts, guide mobile teams, automate workflows, and use AI to keep frontline operations moving with Skedulo." --- # The platform for frontline operations. Schedule field visits and shifts, support your mobile teams and build the processes your operation needs. Tempo works alongside your schedulers and dispatchers. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Meet Tempo](https://www.skedulo.com/product/tempo/) _Tempo_ ## Meet Tempo, your scheduling agent. Ask Tempo to help plan work, assess options and carry out approved changes. It uses the schedules, records and rules your team works with. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Field_ ### Smarter scheduling for teams on the move. Allocate jobs around skills, availability, location and travel. Use Mastermind to optimize complex schedules and compare options when work needs to move. [Explore Field](https://www.skedulo.com/product/field-scheduling/) _Illustration: Skedulo swimlane board: four technicians' days laid out side by side, each job a bar in its lane, with the work list underneath_ _Shift_ ### A better plan for every shift. Build coverage around demand and workforce requirements. Allocate shifts, manage offers and swaps, and review worked time against the schedule. [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) _Illustration: Skedulo roster board: a week of shifts for a clinic team, with coverage insights above the grid, an unassigned lane, and one double-booked day flagged_ _Mobile_ ### The workday, in your team's hands. See the next job or shift, open its details and record progress in Mobile. Forms, messages and time tracking are available where the work happens. [Explore Mobile](https://www.skedulo.com/product/mobile/) _Illustration: Skedulo Mobile on three phones: in front, a field technician's agenda with the day's map, the numbered stops and the job in progress; behind it, a nurse's summary of the shift ahead and the region's team channel with a job in the conversation_ _Platform_ ### Build around your frontline operation. Our Pulse Platform provides the records and tools to extend Skedulo. Add data, build applications and automate processes, with connections to your existing systems. [Explore the Pulse Platform](https://www.skedulo.com/platform/) _Illustration: Skedulo's automation builder: the Cancelled job follow-up laid out on the canvas, from a job record change through the work order update and a 24-hour check to telling the dispatcher, with the trigger's settings open beside it_ ## Work through the day with Tempo. Bring requests and follow-ups into one place. Tempo gathers the relevant details and prepares actions for your team to review. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Ask Tempo Ask about your team and their day. Find out what's working, where work is getting held up and what could improve. ### Unified inbox Work through tasks and issues with Tempo, fellow schedulers and your wider team. Keep the conversation and progress toward resolution in one shared inbox. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ ### Context is everything Tempo brings relevant records and visual context into the conversation, so your team can understand what's happening and decide what to do next. _Illustration: A stack of Skedulo context cards on a soft blue card. The top card is Gloria Benitez, on Interstate 25 at Alameda Avenue: a street map with a red crash marker at the interchange and her photo pinned just south of it on the highway. Under the map: 2 impacted jobs, JOB-4821 and JOB-4803, and nearing overtime, 7h 34m of 8h._ ### Tools & actions Tempo uses your data, APIs and scheduling intelligence to carry out work. It can draft and send messages to teams and customers, update records and work with connected systems and other agents. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ### Rules & security Private and secure by default. Tempo follows the rules and processes you define, including where your team needs to review and approve an action. _Illustration: A diagram on a soft blue card. A blue-edged box, Secure Agent Environment, with a lock on its top edge, holds Tempo's mark wired to what it works from: Context, Memory and Tools. Below it two small cards point up into the box with arrows: Rules, licensed for the job type and no overtime without approval; and Approval, Reassign JOB-4841, approved by Mark Doherty._ ## Trusted by teams in the field and on shift. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## Field work and shifts, planned together. Plan visits, routes and shift coverage using the same workforce records. Support teams that work in the field, on site or across both. _Field_ ### Field scheduling and routes Match people to jobs using skills, availability and location. Account for travel and customer time windows, then adjust assignments as the day changes. - One-off and recurring visits - Optimization and dispatch [Explore Field](https://www.skedulo.com/product/field-scheduling/) _Illustration: Optimized route: 4 appointments, 53 min travel saved_ _Shift_ ### Shift coverage and allocation Define staffing needs by role, place and time. Allocate people, offer open shifts and handle requests using your workforce policies. - Staffing demand and capacity - Open shifts and swaps [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) _Illustration: Coverage 100%, 0 compliance conflicts, 8 accepted shift offers_ ### One workforce, across field work and shifts. See a person's shifts, visits and availability together. Account for their existing commitments when allocating more work. [Explore the Pulse Platform](https://www.skedulo.com/platform/) _Mobile_ ## Made for hands‑on work. Work from the schedule, customer details and forms on your phone. Record progress, track time and message your team in Skedulo Mobile. - **Jobs** — See the customer, location and instructions for the next visit. - **Shifts** — Check shift details, respond to offers and record worked time. - **Forms** — Complete the forms, checklists and inspections the work requires. - **Messaging** — Ask a question or share an update with the team. ### Customer and job details Check the customer, site and job requirements before you begin. ### Forms and completion Update progress, complete checklists and add photos or signatures to the job. ### Team messaging Message your team about the work and receive updates in the app. ### Progress and time tracking Share status, time and completed records. Supported offline changes sync when the connection returns. _Jobs_ _Illustration: Skedulo mobile: arriving on site, with the job's customer, site and tasks ready before work begins_ _Shifts_ _Illustration: Skedulo mobile: the week on the Schedule tab - Saturday's 2pm - 10pm afternoon shift at Southbank Clinic in progress, the morning, night and afternoon shifts after it under their days, and Monday clear of work_ _Forms_ _Illustration: Skedulo mobile: a form's declaration and signature captured on the glass_ _Messaging_ _Illustration: Skedulo mobile: an open channel thread attached to the job, so context never leaves the work_ _Illustration: Skedulo mobile: the week on the Schedule tab - Saturday's 2pm - 10pm afternoon shift at Southbank Clinic in progress, the morning, night and afternoon shifts after it under their days, and Monday clear of work_ ## Results reported by our customers. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) ## Build more of your operation in Skedulo. Our Pulse Platform provides the data, workflows and development tools for frontline operations. Build on shared work and people records, connect your business systems and create applications for your teams and customers. _Secure at Scale_ ### Core runtime and security Every part of Skedulo runs on one managed runtime, with access controls, data protection and independent audits built into the foundation. _02 · System of record_ ### Your operational data Extend Skedulo's work and people records with fields and connected objects for sites, assets, customers and more. Use that data across scheduling, workflows and applications. _03 · Integrate_ ### Integrations and APIs Exchange workforce, customer and work data with the other systems your business runs on, through supported integrations, APIs and events. _04 · Automate_ ### Workflows and automation Automate processes across your records and connected systems, with conditions, approvals and assigned tasks. Respond to events such as requests, form submissions and status changes. _05 · Extend & Build_ ### Applications and experiences Build mobile extensions, role-specific applications and customer-facing experiences on the same data and workflows, with the AI tools your team already uses. _06 · Operate_ ### The Frontline Continuum The data and platform layer representing frontline work and the workforce. Plan, schedule and deliver work using shared records, then use recorded outcomes to inform future decisions. ### Fewer handoffs between systems. Run more of your operation on our Pulse Platform, with shared records across teams and applications. Integrate with your other business systems to reduce manual transfers and duplicate updates. [Explore the Pulse Platform](https://www.skedulo.com/platform/) ## Built for frontline work in your industry. See how teams use Skedulo for care visits, installations, inspections and other frontline work. ### Industries - **Healthcare & Human Services** — Plan care visits around client needs, worker qualifications and availability. - **Home Services** — Schedule service visits and give technicians the customer and job details. - **Telecommunications** — Coordinate installations and maintenance across employees and contractors. - **Energy & Solar** — Schedule surveys, installations and maintenance across your service regions. - **Security & Facilities** — Plan posts, patrols and site coverage using worker qualifications and availability. - **Inspections & Safety** — Allocate inspections, record findings and assign work to address issues. - **Manufacturing & Light Industry** — Plan staffing around demand, skills and working hours. [Explore all industries](https://www.skedulo.com/industries-directory/) ### Use Cases - **Workforce Management** — Manage people, skills and availability alongside the work to be done. - **Field Service** — Allocate service jobs, dispatch workers and follow progress through completion. - **Shifts & Rosters** — Build staffing coverage around demand, availability and workforce rules. - **Installation** — Plan multi-stage installations across crews, sites and repeat visits. - **Home Appointments** — Arrange home visits around customer time windows and worker availability. - **Task Management** — Assign tasks within jobs or shifts and track their completion. - **Asset Management** — Keep equipment and asset details connected to the work that uses them. - **Time & Attendance** — Compare worked time with the schedule and approve records for connected systems. [Explore all use cases](https://www.skedulo.com/use-cases/) ## See how Skedulo fits your operation. Talk with us about your teams and the work they do. We'll show you how Skedulo could support your operation. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Meet Tempo](https://www.skedulo.com/product/tempo/) --- --- url: "https://www.skedulo.com/product/field-scheduling/" type: "page" title: "Field Service Scheduling & Dispatch Software | Skedulo" description: "Plan appointments, dispatch work, and optimize routes with field service scheduling software built for real-time change." --- # Smarter scheduling for teams on the move. _Field_ Match people to jobs based on skills, availability, and location. Plan efficient routes and adjust when the day changes. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by the best teams working in the field. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## Manage field work from request to completion. Turn incoming requests into scheduled work, with the right people and job details in place. Adjust the plan as jobs change and track each one through completion. ### Schedule work your way Let customers and teams arrange appointments and request work through the channels that suit them. Bring it all together, ready to prioritize and schedule. _Illustration: Skedulo booking grid for one incoming job: a week of two-hour windows, each cell counting the technicians who still have room, one window picked to offer the customer_ ### Allocate the right people for each job Match work to qualified, available people. Balance travel time and workloads while respecting the rules your business runs on. ### Dispatch and routes Share confirmed assignments, job details and routes with the field team through Mobile. ### Complete work on the go Access schedules, job details, forms and messages in Mobile. Record completed work and report progress from the field. ### Adjust when plans have to change When a job runs late or someone calls out, adjust assignments and routes without rebuilding the whole schedule. _Tempo in field scheduling_ ## Run the day in the field with Tempo by your side. Tempo helps schedulers and dispatchers plan work, compare options and follow through on changes. It uses your scheduling rules and work records, with your team setting the approvals. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Running late in traffic A technician is running late. Tempo assesses the affected appointments and prepares route or schedule changes for review, along with updates for the people waiting. ### Urgent priority jobs An urgent job needs a place in the day. Tempo checks who has the skills and time to take it, then prepares a plan that shows which other jobs would move. ### Bad weather impacts Bad weather affects outdoor jobs. Tempo helps identify the work to move and prepares alternative times, assignments and notifications for approval. ### Customer cancellation A cancellation frees up time. Tempo looks for nearby work that fits and helps arrange a replacement appointment, subject to the customer and your approval process. _Dispatch Command Center_ ## A clearer way to manage complex schedules. Shape your workspace around how your team schedules. Bring jobs, people, and routes into view, compare your options, and make changes with the details you need at hand. _Skedulo Intelligence: Mastermind_ ## Optimize complex schedules at scale. Mastermind combines optimization algorithms and AI to allocate work and plan efficient routes across your operation. It weighs the requirements of each job alongside travel, availability, and existing commitments to build a schedule around your priorities. _Illustration: Skedulo best-match card for an open job standing on a map of the top technician's day - her real drive in blue, the job pinned, and the insertion priced at +10 min_ _Offers & Acceptance_ ## Allocation and offers. Allocate work directly or offer it to a group of eligible workers. Apply your rules and constraints to decide who can receive work, with flexible workflows for acceptance and confirmation. _Rules & Objectives_ ## Align scheduling with your business goals. Set the rules and policies that govern who can do the work and how it is allocated. Use objectives to balance priorities such as service levels, travel time, and resource use. _Exceptions & Availability_ ## Manage your workforce in all its detail. Bring job requirements together with each worker’s availability, location, skills, qualifications, working hours, and capacity. Use that context to make scheduling and operational decisions that reflect both the work and the people doing it. _Regions & Proximity_ ## Coordinate work wherever it happens. See jobs and workers on the map, organize work by region, and account for local time. Use travel time calculations to build schedules that allow for the journey as well as the job. ## Keep customers informed about their visit. - **Before** - Fragmented scheduling across systems. - Manual matching and route decisions. - **With Skedulo** - One prioritized field plan. - Faster qualified assignment. - **Outcome** - Scheduling and dispatch. - Customer satisfaction. > Skedulo allows us to deliver on our vision and promise of a world-class client experience... and transparency into the entire process from arrival time to completion. > > — Christina Fair, VP Client Experience at Rocket Fiber - **68%** — reported increase in customer satisfaction [Read Story](https://www.skedulo.com/customers/rocket-fiber/) ## Made for hands-on work. Field workers can access job details and instructions, complete forms and report progress through Mobile. ### Forms and checklists Guide workers through required steps and capture the details as they go, from readings and notes to photos and signatures. ### Details, action and follow-up Review customer details, site information, and work history before getting started. Record findings, assign follow-up work, and check that issues have been resolved, with a clear record of what was done. ### Mobile extensions Build custom mobile pages for daily agendas, related records and job-specific actions, using your operational data. _Illustration: Skedulo mobile app on an iPhone: Site access, a custom page in the app linked to JOB-4803, Pioneer Way campus and Gloria Benitez - gate code 4417, Pioneer badge on file, permit to work PTW-2026-0884, Helen Pryor meets you - and the site's notes. The permit row is tapped and its record rises in a sheet over the page: issued by Helen Pryor, plant room level 3, expiring Fri 15 Aug, 5:00 PM. Done closes it, Log site entry turns green - entry logged at 4:05 PM - and Entered reads 4:05 PM._ ### Availability and approvals Workers can manage recurring availability and one-off unavailability in Mobile, with requests submitted for approval. Schedulers can review patterns and changes alongside the schedule. ### Time tracking and job progress Clock in and out and record progress at each step of the job. Capture when and where the work happens, with a clear timeline from start to completion. _Operations Analytics_ ## Field performance over time. [Explore Analytics](https://www.skedulo.com/product/analytics/) ### Job completion Scheduled and completed jobs _Illustration: Analytics tile: 313 jobs completed of 338 scheduled this week, up 6%, with a pair of columns per weekday - scheduled in grey, completed in blue - Friday's completed column still short of its schedule as one more job lands on it_ ### Worker utilization Productive and available hours _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a bar per region on its available hours - North 84%, Central 79%, South 83%, West 80% - and West's bar filling from 76% as the week goes on_ ### Appointment timing On-time, at-risk and missed visits _Illustration: Analytics tile: 95% of today's 146 appointments on time, up 2 points, as one bar in three tones with the counts under it - 138 on time in green, 6 at risk in amber, 2 missed in rose - and an at-risk appointment arriving on time_ ### Travel time Planned and actual travel _Illustration: Analytics tile: 37 minutes average travel per job, down 9%, with the week's actual travel per job as a blue line under the plan, dashed in grey, Monday to Friday - and Friday's point dropping from 38 to 35 minutes, further below plan_ ### Completion records Forms, photos and sign-off _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ### Work needing attention Late, blocked and cancelled jobs _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing_ ### Dispatch time Time to allocate and reassign work _Illustration: Analytics tile: 4.1 minutes median time to assign, down 18%, with a blue bar per dispatcher - Mark 3.6, Jen 4.4, Dana 4.8 and Wade 4.6 minutes - and Wade's bar easing down from 5.1_ ### Operational trends Job volume and recurring work _Illustration: Analytics tile: 1,285 jobs over twelve weeks across 41 recurring sites, up 8%, the weeks as blue columns rising left to right - this week's, the tallest, in a stronger blue as its last job lands_ _Pulse Platform_ ## Field scheduling that fits the way you operate. Connect field scheduling to the systems and workflows your business relies on. Adapt our Pulse Platform to your operation, with shared data and connected experiences for field and shift teams. ### System of record Add custom fields to existing records, or create new objects for the other entities your field operation manages. Connect that data to jobs and people, so scheduling and the frontline have the additional context they need. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the center, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Build workflows across service requests, scheduling and field work. Apply business rules, route approvals and automate actions using shared operational records. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Exchange service requests, customer details and job results with CRM, asset and other business systems through configured integrations and APIs. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the center of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Extend Skedulo’s web and mobile apps, or build new experiences that connect your team and customers to field work. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Keep frontline work and your workforce in one shared data layer, so apps, workflows, and agents work from the same context. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Related Products_ ## Explore more ways to support your frontline in the field. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Shift](https://www.skedulo.com/product/shift-scheduling/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Skedulo Platform](https://www.skedulo.com/platform/) ### Industries - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Inspections & Safety](https://www.skedulo.com/industries/inspections-safety/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Last Mile & Self-Scheduling](https://www.skedulo.com/use-cases/last-mile-self-scheduling/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## Frequently Asked Questions ### What is field scheduling software? Field scheduling software helps you allocate jobs and appointments to people working at customer sites. It accounts for skills, availability, location and travel time. Skedulo also supports route optimization, work offers and mobile updates as jobs progress. ### How is field scheduling different from shift scheduling? Field scheduling starts with a job or appointment that needs someone at a particular place and time. Shift scheduling starts with staffing coverage. Skedulo supports both, including teams whose shifts contain visits or other assigned work. ### Can Skedulo handle same-day changes like cancellations and callouts? Yes. Review the affected jobs, compare eligible workers and adjust assignments or routes. Updated work can be shared with the field team. Tempo can help prepare a response and carry out changes through your approval process. ### Does field scheduling work with our CRM and back-office systems? Yes. Use supported connectors or APIs to exchange requests, customer details and work updates with your other systems. The records, timing and direction of each data flow depend on the integration you configure. ## See what smarter field scheduling looks like for your team. Talk with us about the work you manage, the people you schedule, and how Skedulo could fit your operation. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/product/shift-scheduling/" type: "page" title: "Shift Scheduling & Rostering Software | Skedulo" description: "Build compliant rosters, fill open shifts, and recover coverage gaps with shift scheduling software for frontline teams." --- # Build your schedule around the work. _Shift_ Plan the coverage each shift needs, allocate qualified people and adjust when availability changes. Review the hours worked against the schedule. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by teams with shifts to fill and work to get done. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## From demand to attendance. Start with the people needed at each location and time. Build and publish the roster, handle changes during the day, then review the hours worked. ### Plan the coverage you need Set the staffing needed for each role, location and time. Include minimum staffing, operating hours, events, labor standards and budget. ### Allocation and offers Create shifts from templates, recurring patterns, rotations or scenarios. Allocate available, qualified people directly or offer shifts to eligible workers. ### Policies and compliance Check the roster against configured workforce agreements, working-time requirements and scheduling policies before publication. ### Handle changes during the day Review swaps and cover requests, and update the roster when someone becomes unavailable or demand changes. ### Review and approve time Attendance records show the hours worked against the schedule. Resolve differences before approving timesheets for connected systems. _Tempo in shift scheduling_ ## Work through the roster with Tempo. Ask Tempo about coverage, review requests and prepare assignment changes. It uses the worker records, rules and actions available in your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Worker calls in sick A worker calls in sick. Tempo checks who is available and qualified to cover the shift, then prepares an offer and manager notification for approval. ### Timesheet approval Timesheets are ready for review. Tempo compares recorded time with the roster and configured rules, flags differences and helps process approvals under your chosen workflow. ### Credential expiry A certificate is nearing expiry. Tempo helps identify affected shifts, send a renewal reminder and follow up if the worker has not supplied an update. ### Shift swap approval Two workers request a swap. Tempo checks their roles, hours and rest requirements, then processes the request through your approval rules and prepares the roster updates. _Scheduling workspace_ ## A scheduling workspace you can configure. Arrange demand, people and shifts around how your team plans. Compare scenarios and review coverage gaps, warnings and approvals before publishing. _Demand & Coverage_ ## Plan staffing before you assign shifts. Define the people and roles needed at each location and time. Include minimum staffing, operating hours, events, service levels and labor targets. _Worker Matching_ ## Allocate the right people to each shift. Use availability, skills, qualifications and workforce requirements to match people to shifts. _Compliance & Agreements_ ## Apply your scheduling policies. Configure requirements from relevant awards, employment and collective agreements, working-time rules and internal policies. Use them to check shifts and worked time. _Policies and compliance_ ### Apply the policies each team works under. ### Policy scope Set which jurisdictions, locations, roles, employment types, classifications, agreements or worker groups a policy applies to. ### Checks throughout scheduling Apply checks to assignments, offers, swaps and roster publication, then to attendance and time approval. ### Conditions and constraints Configure checks for rest periods, maximum hours, overtime, breaks, notice, seniority, allocation rights and qualifications, with relevant premiums, allowances and penalties. ### Rule outcomes Set a rule to allow an action, show a warning, block a change, rank an option, request consent, route an approval or calculate a pay consequence. ### Trace the decision See the rule and version behind a result, the facts and threshold evaluated, and how any issue was resolved. ### A record of each decision Keep effective dates, agreement versions, overrides, and approvals in the audit history. _Decision impact_ ### See what a roster change affects. Inspect the cost, approval and policy implications of a proposed assignment or roster change before confirming it. _Time & Attendance_ ## Review attendance and approve time. Clock-ins, clock-outs and breaks are recorded against each shift. Managers review differences from scheduled hours before approving records for payroll and connected systems. _Time Records_ ### Shift time records. ### Clock-ins, clock-outs, and breaks Record when each shift starts and ends, with breaks tied to the same shift. ### Scheduled and worked hours Compare actual time with the published roster to see early starts, late arrivals, missed time, and extended shifts. ### Differences that need review Capture a reason when time differs from the plan and send it to a manager for review. ### Time approvals Track time records from draft and submission through approval and locking. ### Connected time records Share approved time with payroll, HRIS, and other workforce systems. _Shifts + Jobs + Tasks_ ### Reconcile hours with the work completed. Track time for the shift and for the jobs and tasks within it. Review those records alongside the work they cover. _Publishing and updates_ ## Publish the confirmed roster. Check coverage and workforce requirements, approve exceptions and share the roster with workers. Subsequent changes remain recorded. _Open shifts_ ## Offer open shifts to eligible workers. Track responses to shift offers, then allocate the shift. Expand the offer or escalate when it remains unfilled. _Availability & Swaps_ ## Availability, preferences and shift changes. Workers can update availability and preferences, request swaps and arrange cover. Requests are reviewed against your scheduling rules. _Time Capture_ ## Track time where the shift happens. Use Skedulo Mobile or a shared on-site kiosk, or collect time through an API connected to your existing systems. Review and approve the records together. _Mobile_ ## Your next shift, on your phone. Check shift details, respond to an offer or update availability in Skedulo Mobile. Schedule changes reach the app too. ## Support a growing team with less admin. - **Before** - Heavy administration for a team of 70. - Existing systems needed to support the next stage of growth. - **With Skedulo** - Scheduling and workforce data brought together. - Resource planning by region, skills, and hours. - **Outcome** - Less administration while growing to nearly 200 staff. - Over 35% lower operating costs as a share of revenue, excluding staff payments. > Before, the level of admin work to support 70 staff was very heavy. Now, we have nearly 200 staff and the level of admin is minimal. > > — David Thompson, Operations Manager at Regal Health - **35%+** — lower operating costs as a share of revenue, excluding staff payments [Read Story](https://www.skedulo.com/customers/regal-health/) _Work on Shift_ ## Manage the work within each shift. Add tasks to shifts and provide forms or custom mobile pages for completing them. Progress and captured details stay with the work. ### Tasks on shift Add tasks to a shift, set their order and priority, and track completion. ### Forms and checklists Set required steps and validate entries in Mobile, including readings, notes, photos, signatures and completion details. ### Details, action and follow-up Record inspection findings, assign corrective actions and track their resolution. ### Mobile extensions Build custom pages with the records and actions your team needs, connected to workers, shifts, sites, assets and other operational data. _Operations Analytics_ ## Report on coverage and shift performance. [Explore Analytics](https://www.skedulo.com/product/analytics/) ### Coverage Compare required staffing with scheduled coverage. _Illustration: Analytics tile: 98% of Ward B's required shifts covered this week, up 2 points, with Tuesday drawn hour by hour from 6am to 6am, marked at the 2pm and 10pm shift changes - the staff needed as a smooth dashed curve over the staff rostered as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills and the step rises over the amber, leaving a sliver short after the 10pm handover_ ### Open-shift fill Measure fill rates and time to fill, and review who receives offers. _Illustration: Analytics tile: 92% of the week's 24 open shifts filled, up 6 points, as a donut - 14 filled by targeted offers in blue, 8 by broadcast in purple, 2 still open in grey - with the median time to fill, 1h 40m, in the middle, and one more open shift filling by broadcast_ ### Roster changes See how often the roster changes after publishing. _Illustration: Analytics tile: 14 changes to Ward B's roster since it was published, down 5 on last week - a purple staircase counting the changes day by day, Saturday to Friday, climbing under last week's dashed staircase that ends at 19, and a swap on Thursday adding a step_ ### Overtime and premiums Review overtime hours, premium trends and the factors behind additional labor costs. _Illustration: Analytics tile: $3,420 paid above base on Ward B this week, down 12%, as three blue bars by driver under the Nurses Award - Sunday penalty 1.75x $1,480, overtime 1.5x $960, shift premiums $980 - the overtime bar growing from $870 as one more overtime shift is approved_ ### Attendance Review punctuality, absences, and differences from scheduled time. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as a grid of small squares in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time, making 91 on time_ ### Offers and swaps Review responses to shift offers and use of shift swaps. _Illustration: Analytics tile: 78% of the week's 36 offers accepted, up 4 points, as a funnel of three centered bands - 36 sent, 32 viewed, 28 accepted in green - one more acceptance landing_ ### Workforce utilization Compare productive time with available hours. _Illustration: Analytics tile: 87% of available hours worked this week, up 3 points, with a bar per role against its available hours - Registered Nurse 91%, Enrolled Nurse 84%, Support Worker 82% - and the Support Worker bar filling from 79%_ ### Agreement and policy checks Review warnings, blocked actions, and approvals. _Illustration: Analytics tile: 96% of the week's 412 award checks passed under the Nurses Award, up 1 point - one bar in three tones with the counts under it: 396 pass in green, 12 warn in amber, 4 block in rose - one more check passing_ _Pulse Platform_ ## Shift scheduling on an enterprise platform. Our Pulse Platform provides the work and workforce records behind shift scheduling. Add other operational data, automate processes and build applications for your business. ### Extend your operational records Add fields to existing work and workforce records, or create objects for other entities your operation manages. Use the related data in scheduling and frontline work. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the center, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Build workflows for staffing requests, approvals and shift-related tasks. Use shared workforce records and business rules to automate actions across your operation. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Bring workforce data from HR and other systems into Skedulo. Share schedules, approved time and operational updates with payroll and other connected systems. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the center of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Build and extend applications Extend Skedulo's web and mobile apps, or build new experiences using your shift operation's records and processes. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Model frontline work, the workforce and their relationships in a shared data layer. Applications, workflows and agents use that context across your operation. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Related Products_ ## Related products and use cases. ### Products - [Field](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Tempo](https://www.skedulo.com/product/tempo/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Pulse Platform](https://www.skedulo.com/platform/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Clinical & Hospital Operations](https://www.skedulo.com/industries/healthcare-human-services/hospitals-health-systems/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Retail](https://www.skedulo.com/industries/retail/) - [Hospitality](https://www.skedulo.com/industries/hospitality/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Training & Education](https://www.skedulo.com/industries/training-education/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ## Frequently Asked Questions ### What is shift scheduling software? Shift scheduling software helps you plan staffing by role, location and time, then allocate people to shifts. Skedulo brings availability, qualifications and scheduling policies into that process, with offers, swaps and time tracking to manage the roster through the day. ### Is this the same as rostering software? Yes. Rostering and rota management are other names for planning and maintaining shift schedules. The terms vary by region; the work is the same. ### Can workers swap shifts or pick up open shifts themselves? Yes. Workers can respond to open-shift offers, request swaps and update availability in Mobile. You define eligibility checks and which requests need a manager to approve them. ### How does Skedulo handle call-outs and no-shows? Review the uncovered shift and compare eligible workers, including their availability and scheduled hours. Offer or allocate the work using your rules. Tempo can help prepare the response and follow through on approved changes. ### How does shift scheduling software connect to HR and payroll systems? Use supported integrations or APIs to bring worker records into scheduling and share approved time with payroll. Agree which system owns each record and which updates need to pass between them during setup. ### Can Skedulo track time and attendance for shift workers? Yes. Capture clock-ins, clock-outs and breaks through Skedulo Mobile, a shared kiosk or a connected system using an API. Managers compare worked time with the schedule, review differences and approve the records. ### How does Skedulo check a roster against awards and working-time rules? Configure the scheduling conditions relevant to your operation, such as qualifications, working hours, rest and overtime. Skedulo checks assignments against those conditions and flags conflicts. This supports your review process; pay calculations depend on your payroll setup. ## See Shift Scheduling in action. Talk with us about your staffing requirements and how Skedulo could fit your operation. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/product/messaging/" type: "page" title: "Workforce Messaging Software for Frontline Teams | Skedulo" description: "Connect office and frontline teams with Skedulo Messaging. Share updates, send direct messages, and link conversations to jobs or appointments." --- # Team messaging, built into Skedulo. _Messaging_ Office and frontline teams can talk in the apps they use to manage work. Send a direct message, discuss a job in a team channel or broadcast an update across locations. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by frontline teams. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Team conversations_ ## A shared channel for every team. Use a channel for your region, service team or on-call group. Colleagues can catch up on the discussion and see what's been agreed, even if they weren't part of the original exchange. ### Shift cover Discuss cover for an absence in the team channel. Once cover is agreed, make the change in the schedule. ### Regional updates Use a regional channel for site changes, local conditions and questions shared by teams working in the same area. ### Service coordination Discuss customer requests with the colleagues involved, in a conversation the team can refer back to. _Conversations and controls_ ## Messaging controls for your organization. Use direct and group messages, or create public and private channels. Administrators control channel creation, membership settings and message editing. ### Direct messages Start a private conversation with a colleague. _Illustration: Skedulo web messaging card, New message: Glo is typed into To and Gloria Benitez, Senior Technician, comes up as the match; she is picked and lands in To as a chip, the conversation opens on This is the beginning of your direct message history with @Gloria Benitez, and Mark Doherty's first line is typed and sent at 9:07 AM: Can you make 2:40 if I push the window?_ ### Group messages Message a small group without creating a channel. _Illustration: Skedulo web messaging card for a group message titled Mark Doherty, Gloria Benitez, Odette Ferreira beside their three photos: Mark asks Gloria, Odette - all set for Pioneer Health at 2:40?, Odette answers Yes. Helen will meet Gloria at the dock., and Gloria replies Thanks - I'll message when I'm 15 minutes out._ ### Public and private channels Create public channels people can find and join, or private channels for invited members. _Illustration: Skedulo web messaging card, Browse channels: denver-metro, north-region and south-region marked # with their member counts, north-region already joined, and hvac-escalations marked with a lock, private, 4 members, invite only; the blue Join on denver-metro is pressed, it becomes Joined with a green tick and its members go from 34 to 35_ ### Archive and restore Archive a channel when it is no longer needed. Permissions determine who can archive it or restore it later. _Illustration: Skedulo web messaging card with the settings of the heatwave channel: Archive is pressed, the status changes from Active to Archived, the row becomes Restore channel with a blue Restore button and a line reads Archived today by Dana Pruitt; then Restore is pressed and the channel is active again. Below, who can archive: managers and administrators; who can restore: administrators_ ### Messaging settings Control who can create channels and add members, and whether people can edit or delete their own messages. _Illustration: Skedulo web messaging card, Messaging settings: Create channels set to Managers, Add members set to Everyone, Edit own messages and Delete own messages as switches; the Edit own messages switch slides on and a green Saved appears in the corner, Delete own messages stays off_ _Photos and files_ ## Share what you're seeing on site. Send a photo of an equipment fault or access problem so a colleague can see what you're dealing with. Add the documents or instructions needed to resolve it. ### Photos from the job Share images of access problems, equipment damage, completed work or site conditions. ### Documents and instructions Share PDFs, spreadsheets, job aids and instructions in the conversation. ### Mentions Mention a colleague when a question or update needs their attention. ### Reactions React when you want to acknowledge an update without writing a reply. _Illustration: Skedulo mobile on an iPhone, open on the #north-region channel at 3:48 PM: Gloria Benitez's message tells @Mark Doherty that unit 2 is back in service and lands with a photo from the job - the red-handled shut-off valve and pressure gauge on the unit's pipework - and the signed commissioning-sheet.pdf (1.2 MB) under it, then Mark's thumbs-up reaction lands on the message as a quick acknowledgement instead of a reply_ _Comms for work_ ## Conversations with job context. Share a job link when you need advice about a repair, a site or a change of plan. Colleagues can check the record before replying. The link opens the job's customer, location, timing, assigned worker and status for colleagues who have permission to view it. - **Site access** — Before setting out, a worker sends the appointment link and asks how to get into the site. - **Job details** — Customer, location, timing and assignment details help office colleagues answer questions about a visit. - **Conversation history** — The discussion and shared job link remain available to its participants. _Illustration: Skedulo web messaging card for the #north-region channel on a pale blue ground. Gloria Benitez asks at 2:05 PM: How do I get into the site? Leaving for Birch St now. Her message carries a link to JOB-4821, Water changeover service, Wed 13 Aug, 2:40 PM. The link opens into the job's details: account Pioneer Health Systems, address 123 Birch St, window 2:40 - 4:10 PM, technician Gloria Benitez, status Dispatched. Dana Pruitt answers at 2:08 PM: use the loading dock gate on Birch St, the code is 4417, and Helen will meet you at the dock._ _Messaging in the web app_ ## Keep dispatch conversations in Skedulo. Discuss a reassignment, check site access or ask for cover from the web app. Field colleagues can reply from Skedulo Mobile while connected. ### Team channels Create a channel for a dispatch team, region or service line, with public or private membership. ### Direct and group messages Discuss a specific assignment with a colleague or a small group without starting a new channel. _Illustration: The Skedulo web app open on Messaging, the north-region channel beside the sidebar. The plus beside Direct messages opens New message: a people picker drops under the To field listing five colleagues with their roles, Gloria Benitez and Odette Ferreira are ticked, each landing in To as a name chip, the count going to 2 of 8, and the composer reads Message Gloria Benitez and Odette Ferreira_ ### Mentions Address a question to a particular colleague within the team conversation. _Illustration: The Skedulo web app open on Messaging, the north-region channel on the morning's delay. In the composer Mark types Can you sign off on #4821 at 4:10? and then @W, and the two channel members it matches pop over the composer - Wen Zhao, Technician, and Wade Brennan, Field Supervisor, the W of each name in bold - and the highlight moves from Wen Zhao to Wade Brennan_ ### Channel search Search by channel name to find an existing conversation. _Illustration: The Skedulo web app open on Messaging. The Find a channel search in the sidebar opens Discover channels over the dimmed app, listing channels with their member counts; region is typed and the list turns to central-region, north-region, the private region-leads with a lock, and south-region. Join on central-region becomes a green Joined, its members going from 16 to 17_ _Broadcasts_ ## Broadcasts across teams and locations. Send an announcement beyond a single team channel. Use broadcasts for site closures, weather warnings or changes that affect people across locations. Include the instructions people need, such as where to report or whether an appointment is still going ahead. ## ServiceMaster Clean's experience with Skedulo. - **Before** - Data between the field app and Salesforce broke often, leaving gaps in service histories. - **With Skedulo** - Schedule changes and work order updates reach the mobile device reliably. - **Outcome** - No more trust gap between a schedule change and what reaches the mobile device. > With Skedulo, you no longer have that trust gap with the information. So if you are going to change a schedule on the fly, or update a work order, you know it's going to the mobile device. It saves a lot of time. > > — David Benoit, Owner and President at ServiceMaster Clean - **1,000+** — appointments scheduled every month, up from fewer than 10 employees to 80 [Read Story](https://www.skedulo.com/customers/servicemaster-residential-vancouver/) _Related Products_ ## Related products and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### What is workforce messaging software? Skedulo Messaging provides direct messages, group conversations, channels and broadcasts within the Skedulo web and mobile apps. Office and frontline teams can discuss work and share job links without moving the conversation to a separate chat app. ### How is Messaging different from a separate chat app? It is available in the Skedulo web and mobile apps alongside schedules and jobs. Colleagues can share a job link in a conversation, while administrators control channel creation, membership settings and changes to messages. ### How can dispatch discuss a change with the field team? Dispatch can discuss the change with affected workers and share the relevant job link. The agreed change is then made in scheduling. ### Can frontline workers use Messaging on mobile? Yes, when Messaging is enabled for your organization and the worker has the required permissions. In Skedulo Mobile, they can use messages and channels, share attachments, mention colleagues and react while connected. ### Does Messaging support public and private channels? Yes. Public channels can be found and joined; private channels are for invited members. Administrators configure channel creation and membership permissions. ### Can we discuss a particular job? Yes. Include the job or appointment link with your question so colleagues with access can check the details before replying. ### Can we send an update across locations? Yes. Use a broadcast for an announcement across teams or locations, with instructions for the people affected. ### Does Messaging work offline? Messaging needs a connection to send or receive messages and open attachments. Offline support for other Mobile functions does not extend to these messaging actions. ## See Messaging in action. Talk with us about how your office and frontline teams communicate, and see Messaging in the web and mobile apps. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Mobile App](https://www.skedulo.com/product/mobile/) --- --- url: "https://www.skedulo.com/product/mobile/" type: "page" title: "Mobile Workforce Management App | Skedulo" description: "Give field and shift workers their schedule, job details, forms, messages and time capture in one mobile workforce management app." --- # The workday, in your team's hands. _Mobile_ Schedules, job details, forms and team messages are available in Mobile. Record progress and time in the field or on shift, with updates shared back to the office when connected. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by teams keeping work moving beyond the office. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Work in motion_ ## One app for field work, shift work, and everything in between. Whether your team is visiting customers, working a shift, or doing both, keep the day's work in one place. Move from the schedule to the details and tasks that need attention. ### From the first job to the last. See the day's route, check the details at each visit, and record the work as you complete it. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third, showing a field technician's agenda for Wednesday 13 August: the week strip, a map of the afternoon with numbered stops, and the jobs on a numbered rail with the drive between them. The water changeover at 123 Birch St is opened: its page shows the site on a map, In progress, its tasks; the site contact sign-off is ticked and Complete turns it into Job complete at 3:28pm. Back on the agenda the job shows Complete and the quarterly site inspection, 27 min and 3.3 mi away, is next_ ### Stay on top of every shift. See upcoming shifts and respond to offers or schedule changes. When it's time to work, track time and complete shift tasks in the same app. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a support worker's Summary at 1:52, today's 2pm - 10pm shift starting in 8 minutes and the next three shifts. A banner offers an open shift on Sunday 9 March; its page shows the clinic on a map, the role and Accept, which is pressed, and Sunday 9 March joins the upcoming shifts. At 2:00 the shift's page opens: Start shift is pressed, the shift is in progress with its start time recorded, and at 5:48 the medication rounds task is ticked done_ ### Field and shift work, together. Support people whose shifts include customer visits, appointments, or other work. Manage the shift and its individual assignments in one mobile experience. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a nurse's Summary for an 8:00am - 2:00pm community shift in South Brisbane, in progress with its timer running and Start break and End shift. Under it, the three home visits on the shift: wound care for Margaret Boyd, complete; medication administration for Ray Tanaka, in progress; a wellbeing check for Glenys Hart. Complete visit is pressed and Ray's visit turns complete, then Start travel is pressed and Glenys's visit shows en route while the shift keeps its own clock_ _Availability and preferences_ ## Manage availability, requests, and preferences in one place. Set regular availability, submit one-off changes and respond to work offers. Mobile preferences are yours to manage; availability requests follow your team's approval process. Recurring availability and time-off requests can be managed from your phone. Schedulers can review submitted changes alongside existing assignments and the coverage they need. _Progress and location_ ## Put progress on the map. Connect each stage of the visit to when and where it happened. Follow progress from travel through arrival, check-in, and departure, with navigation available to guide the journey. Navigate to the next visit, see how close you are to the site, and record progress along the way. Bring proximity, location, and status updates together so base can see where the visit stands and when each stage happened. _Illustration: Skedulo mobile job page on an iPhone on a hatched ground, the phone cut off at the bottom: quarterly site inspection JOB-4803 opens on a real map of Denver, the job's pin on 1160 Pioneer Way and a mark where the technician set off, 123 Birch St. Her location dot moves along E 1st Ave, Speer Blvd and W 8th Ave as the distance counts down from 3.3 mi, then You're at the site. The status runs En route, On site, In progress, Complete as Navigate becomes Check in and Check out; the timeline fills: en route 3:38 PM, arrived 4:05, checked in 4:09, departed 5:23._ _Forms, checklists and inspections_ ## Forms and checklists, ready for the job. Open the forms, checklists, and inspections your assignment calls for. Complete them from your phone and capture the information your operation needs. Use forms with required fields, validation, and questions that change based on your answers. Capture the details each inspection calls for without working through questions that don't apply. _Illustration: Skedulo mobile job page on an iPhone on a hatched ground, the phone cut off at the bottom: the quarterly site inspection JOB-4803 opens on a map of 1160 Pioneer Way and lists its forms - Site checklist, required, step 3 of 5; the risk assessment completed; the equipment register not started. The checklist opens on asset inspection and isolator AST-1152 is marked Fail, which adds a rose rule and two required questions: the fault description types in, does not latch in the off position, a photo of the valve is attached, and the rule turns green - fault recorded, ready to quote._ _Frontline communication_ ## Stay in touch across every shift and site. Message a colleague, discuss a job in a group or share an update with a team channel. Photos and files can make a question from the field easier to answer. Message individuals or groups, share team-wide updates, and request a response when needed. See who's replied so you know where to follow up. Notifications help bring new messages to your team's attention. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the phone cut off at the bottom: the #north-region channel at 9:08, where Gloria Benitez shared a delay on JOB-4821 and Mark Doherty answered. A notification drops in from Mark Doherty - Rebooked. New window on the job - 2:40 to 4:10. Tapped, it opens their direct messages on that message: Mark asked if she can make 2:40 if he pushes the window, she said yes, the parkway will be clear by then, and his rebook carries the job card - Water changeover service, today 2:40 - 4:10 PM, JOB-4821._ _Time capture and review_ ## Track the time you put in. Clock in and out, record breaks, and track time against jobs or shifts from the Skedulo mobile app. Review scheduled and recorded time, including clock-ins, clock-outs and breaks. Explanations for differences stay with the record for review; approved time can be shared through configured integrations. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the phone cut off at the bottom: Kevin Maszaros's Today card at 10:20 PM, his afternoon shift at Ward B, Southbank, the timer past 8 hours. He taps End shift and the shift's time opens: scheduled 2:00 to 10:00 PM in grey over the actual 2:12 to 10:20 PM in blue, the break in both, 20 minutes over in amber; clock in 12 min late for traffic, the break as scheduled, clock out 20 min over. He picks Handover ran over, submits it to Jen Alvarez, and it comes back approved and sent to payroll._ _Extend and customize_ ## Bring more of the process to the frontline. Extend Mobile with custom forms, pages, and actions. Connect them to your operational data and systems so your team can handle more of the work in one app. ### Build forms around your work. Build forms and checklists around what your team needs to capture. Adapt questions to earlier answers, so people spend less time working through fields that do not apply. ### Go one step further with mobile extensions. Build custom mobile pages with related records and actions, from an asset inspection to a service-history view. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its foot: Site access, a custom page in the app linked to JOB-4803, Pioneer Way campus and Gloria Benitez - gate code 4417, Pioneer badge on file, permit to work PTW-2026-0884, Helen Pryor meets you - and the site's notes. The permit row is tapped and its record rises in a sheet over the page: issued by Helen Pryor, plant room level 3, expiring Fri 15 Aug, 5:00 PM. Done closes it, Log site entry turns green - entry logged at 4:05 PM - and Entered reads 4:05 PM._ ### Actions from Mobile Configure work creation, rescheduling and self-scheduling actions for the frontline, with access and approvals suited to each role. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its foot: job details for JOB-4821, a water changeover service, opening on a map of the site, then the actions approved for the team - Create follow-up job, Reschedule, Open jobs nearby - and the job's tasks. Create follow-up job raises a sheet: a unit 2 one-week re-test from JOB-4821 and Gloria's own open times. Wed 20 Aug, 2:00 - 3:00 PM is picked, Assign to me is on, Create and book is pressed, and the row turns green: JOB-4872 booked to you, Wed 20 Aug, 2:00 PM._ ### Approvals and follow-up A submitted form or status change can start a configured workflow for review, approval or follow-up work. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its foot: the progress of JOB-4803 from request to result - requested in Salesforce as work order 00012345, dispatched to Gloria Benitez, on site at 4:05 PM, isolator AST-1152 failed with follow-up JOB-4871 for Aaron Feldman, the site checklist signed off by Helen Pryor. Complete job is pressed and turns green, and the rest lands in turn: complete at 5:21 PM, the work order completed in Salesforce, sent to Finance for invoicing at 5:22 PM, the handover to Aaron Feldman at 5:24 PM._ ### Open connected tools Configured links can open another Skedulo screen or an enterprise app used in your workflow. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its foot, on Thursday morning: a push from Wade Brennan drops in - approved your time and expenses for Wed 13 Aug - and tapping it opens that record in the app: work time, 5 jobs, 7.25 hours; mileage $17.22; parking $12.00. Submitted turns Approved and his approval at 8:30 AM lands; under Connected, the approved hours go to Workday time tracking - waiting for approval, sending, then sent at 8:30 AM - beside an Open in Workday button._ _Localization_ ## Mobile, in your team's language. Mobile supports English and Spanish, with language packs available for additional languages. Language, dates, and times follow device settings, and custom extensions can be localized for your team. Use wording your team recognizes in the pages you build. Add translations for headings, labels, and other on-screen text, with the displayed language selected from the device settings. _Illustration: Two Skedulo mobile phones on the same job, JOB-4803, a quarterly site inspection at 1160 Pioneer Way, Denver: behind, an iPhone in English at 4:08; in front, a Pixel in Spanish at 16:08. Both open on the site's map and scroll together to the job: ON SITE, Wed, Aug 13, 4:00 - 6:00 PM on one, EN SITIO, mié, 13 de ago, 16:00 - 18:00 on the other. Start work and Iniciar trabajo are pressed on both, and each turns into a green notice: Work started at 4:09 PM, Trabajo iniciado a las 16:09. Under Formularios: Lista de verificación del sitio and Acceso al sitio_ _Offline and connectivity_ ## Work through patchy coverage. Save supported job changes on your device when the signal drops. See what's waiting to sync and send updates back to the office when you're online again. ### Saved on your device Offline job changes stay marked pending until they can sync. _Illustration: Skedulo mobile job details on an iPhone with no signal: a dark strap under the blue app bar reads 2 changes waiting to sync, over the map of 1160 Pioneer Way, Denver. The quarterly site inspection, JOB-4803, is in progress; under Tasks, Test emergency lighting (done at 4:12 PM) and Tag out isolator AST-1152 (done at 4:24 PM) are ticked and each marked PENDING, stored on the phone. The status bar reads 4:31 with the signal grayed out_ ### Synced with the office Once connected, check which pending changes have gone through. ### Accessibility, built in. Use larger text and familiar native controls, with larger tap targets and spacing that make mobile actions easier. _Illustration: Skedulo mobile job details on an iPhone at a larger text size: a bigger app bar title, status and address, and larger task rows with bigger check circles and more space between them - Test emergency lighting and Tag out isolator AST-1152 ticked and marked SYNCED, Replace fire door closer still open - the page scrolled past the map so the tasks stay in view_ ### Dark mode. Mobile follows your device settings to display the app in dark mode, supporting early starts and work after dark. _Illustration: Skedulo mobile job details on an iPhone in dark mode, following the device: a near-black page with light text under the blue app bar, the map of 1160 Pioneer Way in dark colors, the quarterly site inspection in progress, and under Tasks two tasks ticked in green and marked SYNCED, with Replace fire door closer still open_ _Mobile AI_ ## Put your words to work. Speak or type what happened. Mobile AI uses the context of your work to help fill in forms, update status, and log readings while you're in the field or on shift. The job's checklist and required fields guide the entry, alongside its instructions and safety context. _Illustration: Skedulo mobile service report on an iPhone on a hatched ground, the phone cut off at the bottom: JOB-4821 at Pioneer Health Systems, In progress, with Mobile AI under its mark at the top. The technician holds the mic and her words stream in - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off, job's done. She lets go and each answer lands in the form, marked: test pressure 62 PSI, in range; the strainer item ticked; signed off by Helen Pryor; the job status moved to Complete - 4 updates from what you said._ ## Less admin for a growing care team. - **Before** - Heavy administration for a team of 70. - Older systems no longer suited the growing operation. - **With Skedulo** - Scheduling and mobile field work connected through Salesforce. - Workers raise issues from the app so the office can arrange support. - **Outcome** - Less administration while growing to nearly 200 staff. - Billing moved from every four weeks to weekly. > Before, the level of admin work to support 70 staff was very heavy. Now, we have nearly 200 staff and the level of admin is minimal. > > — David Thompson, Operations Manager, Regal Health - **35%+** — lower operating costs as a share of revenue, excluding staff payments [Read Story](https://www.skedulo.com/customers/regal-health/) _Products and solutions_ ## Explore more ways to support frontline work. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## Frequently Asked Questions ### What is a mobile workforce management app? It gives people working in the field or on shift access to their schedule and assignment details. In Skedulo Mobile, they can complete forms, exchange messages, record progress and track time, with updates shared back to the office when connected. ### How is Skedulo's mobile app different from a standalone field service or shift app? Mobile supports field visits, shifts and days that include both. A worker can follow a shift and its assigned tasks or visits in the same app, using the work records held in Skedulo. ### Does the app work offline? Yes, for supported actions. Job changes made without a signal are saved on the device and marked pending. They sync when the connection returns. Confirm offline support for the actions and extensions your team uses. ### Can the office see changes made offline? Not until they sync. Changes saved on the device remain pending while it is offline. Once the device reconnects and synchronization succeeds, those updates become available to the office. ### Can workers clock in and record time in the app? Yes. Workers can clock in and out, record breaks and track time against jobs or shifts. Managers review the recorded hours through your approval process before they are used by connected systems. ### What languages does the app support? Mobile supports English and Spanish, with language packs available for additional languages. Language, dates and times follow device settings. Custom mobile extensions can also be localized. ### Can we customize the mobile experience for our workflows? Yes. Build forms and checklists, add custom mobile pages and configure actions for your workflows. Extensions can use operational records and connect to other systems, so workers can handle more of the process in Mobile. ## See Mobile with your team's work in mind. Tell us what your team needs on a job or shift. We'll show you the mobile experience and discuss what you can adapt. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) --- --- url: "https://www.skedulo.com/product/skedulo-intelligence/" type: "page" title: "Scheduling Optimization Software | Skedulo Intelligence" description: "Optimize schedules with Mastermind, build on the Pulse Platform with Forge, and use Mobile AI in the field or on shift." --- # Skedulo Intelligence ## AI for companies working on the frontline Optimize field and shift schedules, draft configurations from plain-language requests, and turn frontline updates into forms and work records. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by teams solving their hardest scheduling problems. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## Meet Mastermind, Forge and Mobile AI. _Optimize_ ### Mastermind Optimize field and shift schedules around your priorities and constraints, or compare ranked options for an individual allocation. _Illustration: A light isometric line drawing on a pale grid: a map plate with a street grid, twelve job pins and grey routes wandering every street over each other, a jumbled crew schedule on its front and the violet Mastermind mark on the depot roof. A violet line sweeps the map; dashed alternative routes flash and fade as each crew's options are weighed, then three violet routes draw out along the streets, each round its own blocks, the jobs snap into neat lanes, and travel a day falls from 1 h 59 to 1 h 08._ _Build_ ### Forge Forge drafts configurations and features from plain-language requests for your team to review and test before release. _Illustration: A light isometric line drawing on a pale grid: a document marked Site_SurveyV4 and PDF stands beside an empty form headed Site survey with the orange Forge mark. An orange line reads down the document and four of its lines are highlighted; one by one a field lifts off each highlighted line - Site name, Hazards, Photos, Sign-off - and lands in the form marked with a plus, a fine orange thread tracing it back to its line. An orange Review tag lands on the form._ _Work_ ### Mobile AI Use voice or text to interact with Mobile in the context of a job or shift, including forms, status updates and readings. _Illustration: A light isometric line drawing on a pale grid: a phone lying flat shows a service report, its mic the blue Mobile AI mark sending out rings, and a speech bubble above reads: Pressure's at 62, strainer refitted, Helen's signed off. The words 62, refitted and signed off light in blue and fine blue threads run from each to its row; a pressure gauge beside the phone swings to its reading and a line runs from it to the pressure row as the rows tick: 62 PSI, Refitted, Signed._ _Works with Tempo_ ## Work alongside Tempo. Tempo helps schedulers and dispatchers review the day, prepare decisions and follow up. It can use Mastermind to compare scheduling options as part of that work. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Scheduling intelligence_ ## Optimize an assignment or a whole schedule. Balance your operating priorities with worker availability and the requirements of the work. _Multi-job Planning_ ### Field Optimization Optimize jobs and resources together across your field schedule, accounting for skills, availability, and travel. _Rostering_ ### Shift Optimization Fill and allocate shifts based on worker eligibility and availability, while applying your policies and agreement requirements. _Recommendation_ ### Suggest Get ranked recommendations for an individual scheduling decision, using your optimization objectives, recipes, and constraints. _Routing_ ### Route Optimization Optimize route assignments and stop order using travel estimates, historical traffic patterns, and configured vehicle and service requirements. _Monitoring_ ### Rules & Exceptions Evaluate changing conditions against scheduling rules and flag warnings or exceptions that need attention. _Customization_ ### Intelligence Extensions Extend optimization with objectives, constraints, relationships, and scoring logic specific to your operation. _Skedulo Intelligence: Mastermind_ ## Your objectives, built into the schedule. Choose the objectives and constraints in your optimization recipes. Mastermind uses them to optimize large field and shift schedules or rank options for one allocation. Add rules and business-specific logic to reflect how your operation works. _Illustration: Mastermind optimization results showing computed routes across a field schedule_ _Forge_ ## Tell Forge what you want to build. Describe a configuration change or feature in natural language. Forge drafts it on the Pulse Platform for your team to review and test. _Illustration: Skedulo's Forge AI panel on a hatched ground. Dana Pruitt asks for a Crew roster page from scratch - a template listing Resources with the Job board panel and Crew availability below, the page at crew-roster, an entry at the end of the Main navigation. Forge works on it - reading the configuration, working through the request - then proposes three changes in field-ops: a new template, a new page, Main changed, each with its added and removed lines. Apply 3 changes is pressed: green ticks, each row Applied, Revert in its place._ _Mobile AI_ ## Work in your own words. Use voice or text to interact with Mobile while working in the field or on shift. Mobile AI uses the available work context to help complete forms, record readings and update progress. _Illustration: Skedulo mobile service report on an iPhone on a hatched ground, the phone cut off at the bottom: JOB-4821 at Pioneer Health Systems, In progress, with Mobile AI under its mark at the top. The technician holds the mic and her words stream in - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off, job's done. She lets go and each answer lands in the form, marked: test pressure 62 PSI, in range; the strainer item ticked; signed off by Helen Pryor; the job status moved to Complete - 4 updates from what you said._ ## How Mainmark digitized scheduling. - **Before** - Paper-based scheduling across spreadsheets and whiteboards. - Multi-day work involving several resources. - **With Skedulo** - Integrated sales and operations processes. - Better visibility across the business. - **Outcome** - Less paper-based work. - Better visibility for the team managing the operation. > The business needed to move from paper-based processes to digital processes... We decided to go digital to both become more efficient, and do more with less. > > — Kimberley Bradbury, Salesforce Platform Manager at Mainmark - **90%** — reduction in paper-based work [Read Story](https://www.skedulo.com/customers/mainmark/) _Related Products_ ## Explore Skedulo. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### What is Skedulo Intelligence? Skedulo Intelligence brings together Mastermind, Forge and Mobile AI. Mastermind optimizes schedules and ranks allocation options. Forge drafts platform configurations and features for review. Mobile AI supports voice and text interactions in the field or on shift, including forms, status updates and readings. ### What is scheduling optimization software? Scheduling optimization software builds or improves a schedule automatically around your priorities and constraints, such as skills, availability, travel, time windows and working rules. Skedulo's Mastermind can optimize a whole field or shift schedule at once. Its Suggest feature ranks worker and time options for a single decision, and the scheduler picks the one to apply. ### What does Shift Optimization consider? Shift Optimization can account for demand, skills, and availability when allocating workers. It also considers working hours, rest, shift patterns, fairness, and preferences, alongside the employment rules, awards, agreements, contracts, and policies your operation applies. ### Can Skedulo optimize routes using traffic? Yes. Skedulo Route Optimization can use historical traffic patterns to estimate travel times when planning routes. The traffic data and routing settings available depend on your configuration. This is different from adjusting routes using live traffic conditions. ### What is an optimization recipe, and can we add our own rules? An optimization recipe is a reusable set of settings that tells Skedulo how to build a schedule: which objectives to prioritize, how much each one matters, and which rules and constraints apply. For example, a recipe can prioritize reducing travel or balancing workloads. Optimization extensions add business-specific logic on top, and your Skedulo team can confirm how your requirements can be implemented. ### How is Skedulo Intelligence different from Tempo? Mastermind handles scheduling optimization, Forge helps teams build on the Pulse Platform, and Mobile AI supports frontline interactions. Tempo works alongside schedulers and dispatchers to gather context, prepare decisions and follow up through enabled tools. It can use Mastermind when a task needs scheduling calculations. ### What can Forge help my team build? Forge drafts configurations and features from plain-language requests. Your team reviews and tests the draft before release. ### How can frontline teams use Mobile AI? Workers can use voice or text in the context of their work, including completing forms, updating status and logging readings. Mobile AI draws on the job, checklist and safety details available to that worker. ## See Skedulo Intelligence at work. Explore Mastermind with a scheduling challenge, Forge with an application idea, or Mobile AI with the records your frontline teams complete. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore AI at Skedulo](https://www.skedulo.com/platform/ai/) --- --- url: "https://www.skedulo.com/product/tempo/" type: "page" title: "AI Scheduling Agent for Frontline Operations | Skedulo" description: "Tempo helps schedulers and dispatchers review the day, compare options and follow up on work, with actions guided by your team's approvals." --- # Tempo ## meet tempo. The operating agent for schedulers and dispatchers. Tempo helps you manage the messiness of real-world operations on the frontline. --- --- url: "https://www.skedulo.com/product/tempo/waitlist/" type: "page" title: "Join the Tempo waitlist | Skedulo" description: "Join the waitlist for Tempo, Skedulo's intelligent agent built for frontline operations. Leave your work email and we'll be in touch as places open." --- # Tempo waitlist ## Join the Tempo waitlist. --- --- url: "https://www.skedulo.com/product/tempo/waitlist/thank-you/" type: "page" title: "You're on the Tempo waitlist | Skedulo" --- # Tempo waitlist — Thank you ## You’re on the list. --- --- url: "https://www.skedulo.com/product/analytics/" type: "page" title: "Workforce Analytics Software | Skedulo" description: "Track job completion, travel time, and workforce utilization with Skedulo Analytics. Customize dashboards, share reports, and monitor performance." --- # Know how your frontline is performing. _Analytics_ Review completed work, travel time, and workforce utilization in one place. Compare teams and periods to find recurring problems and decide what to change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Teams using Skedulo. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## Travel, service performance and trends. _Efficiency_ ### Where the working day goes Review travel time alongside workforce utilization to identify differences between teams or regions. _Illustration: Skedulo Analytics tile: 80% of the working day spent on the job across three regions, down 2 points, with one bar per region split into on-job, travel and idle time. North reads 78% on the job and 18% traveling, its travel segment warming to a strong amber; Central reads 79% and 13%, South 83% and 12%. Key: on job, travel, idle._ _Quality_ ### Job completion and delays Look at cancellations and late starts alongside completed jobs to spot recurring service problems. _Illustration: Skedulo Analytics tile: 11% of the North region's jobs started late, up 5 points, with a column of jobs for each of the four weeks to 13 August - on time in blue, late starts in amber on the floor of each column, cancellations in grey on top. The late starts, highlighted, climb from 7 to 10, 13 and 18 while completed jobs hold near 110 a week._ _Trends_ ### Results over time Review results before and after a change to schedules, staffing, or working practices to help assess its effect. _Illustration: Skedulo Analytics tile: the North region's travel per job, a blue line over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline turns from 43 minutes, up 15%, to 38 minutes after the plan, down 12%._ _How teams use it_ ## Dashboards for your operational reviews. _[ 01 ]_ ### Built-in dashboards Use built-in dashboards for job activity, resource utilization, and operational performance. _[ 02 ]_ ### Filters & drill-down Filter by region, job type, or reporting period, and drill into the underlying jobs or resource records. _Illustration: The Skedulo web app on the Job activity dashboard. Region is set to North and Job type to Maintenance from their menus, both chips turning blue, and the dashboard narrows: 186 completed jobs down 9%, on-time starts 84%, travel per job 43 minutes up 15%, the weekly columns stepping down 52, 48, 45, 41. The last column is pressed and its jobs open over the chart - 7 to 13 Aug, 41 jobs, 46 minutes average travel - longest drives first: boiler service in Brighton 58 minutes, backflow test in Thornton 54, rooftop unit service in Commerce City 52_ _[ 03 ]_ ### Custom reports & delivery Designers can adapt dashboards to the measures a team needs. Export the results or schedule email reports for regular reviews. _Illustration: The Skedulo web app on the Job activity dashboard. Export opens a menu - Download CSV, Download PDF, Schedule email report - and Schedule email report is picked: a dialog over the dimmed app with Format PDF, Send weekly on Monday at 7:00 AM, and Dana Pruitt and Wade Brennan added to To. Save is pressed and a green notice confirms the weekly report is scheduled: Mondays, 7:00 AM, to Dana and Wade_ _[ 04 ]_ ### Threshold alerts Choose a threshold and how often to check it. An email alert can flag a rise in cancellations, for example, using the available reporting data. _Illustration: The Skedulo web app on the Job activity dashboard. Set alert opens New alert over the dimmed app: measure Cancellations, alert when above 5% in a week - the 5 typed in - check switched from Hourly to Daily, email to Dana Pruitt. Save alert is pressed, a bell appears beside the Cancellations KPI, and the next morning's email lands from Skedulo Analytics: cancellations above 5% this week, 5.4% of jobs cancelled in the last 7 days_ _Analytics & Mastermind_ ## Performance data to inform scheduling priorities. Use Analytics to review travel, completion, and utilization before choosing scheduling priorities. Mastermind optimizes schedules against those priorities and constraints such as skills, availability, and work requirements. _Pulse Platform_ ## Analytics on our Pulse Platform. Report on the work your teams plan, carry out, and complete in Skedulo. ### Work and workforce records Job, worker, and assignment records give your reports the context behind operational results. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the center, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Periodically refreshed data Analytics uses periodically refreshed data, so workflow changes take time to appear in reports. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect Skedulo with your HR, CRM, and ERP systems through integrations and APIs to exchange the data your operation needs. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the center of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Custom data Add fields and objects for the details your operation needs. Confirm their availability in Analytics with your Skedulo team. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum The Frontline Continuum models frontline work and the workforce, including their records and relationships. Analytics sits alongside the applications and workflows built on our Pulse Platform. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ ## Customer stories. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Related Products_ ## Explore Skedulo. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### What is Skedulo Analytics? Skedulo Analytics helps operations teams review job performance and how available time is used. Built-in and customizable dashboards show measures such as completion, travel time, and utilization. ### What is the difference between Analytics and Skedulo Intelligence? Analytics helps teams review performance through dashboards and reports. Skedulo Intelligence includes Mastermind for scheduling and route optimization, Forge for building with natural language, and Mobile AI for frontline interactions in the field or on shift. ### Can I customize a dashboard for my team? Yes. In Skedulo Analytics, users with a Designer license can copy and customize a built-in dashboard or create one for their team. Users with a Viewer license can view and filter dashboards shared with them. ### Can I export data for my own reports? Yes. Skedulo Analytics lets you export data for spreadsheet analysis or download dashboards as PDF reports. You can also schedule reports for email delivery to support regular business reviews. ### Does Analytics work with data from other systems? Skedulo connects with systems such as HR, CRM, and ERP through integrations and APIs. To report on data from those systems in Skedulo Analytics, confirm the required fields and reporting setup with your Skedulo team. ### Do I need a setup project to start using dashboards? The standard dashboards are already built. Speak with your Customer Success Manager to arrange the licenses and permissions your team needs. ### What should field service teams measure? Start with the questions your team needs to answer. Completion, cancellations, and late starts help you review service reliability; travel time and utilization show how available time is used. Compare periods to help assess changes to schedules or staffing. ### How is Skedulo Analytics different from a general BI tool? Skedulo Analytics starts with dashboards built for the work recorded in Skedulo. Your team can filter results, set alerts, and share reports. A general BI tool can combine Skedulo data with other sources, but those connections and reports need to be set up. ## What does your team need to know? Tell us what you measure and where reporting takes too much work. We will show you the dashboards and options that fit your team. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/platform/" type: "page" title: "Skedulo Platform | Frontline Operations" description: "Explore the Skedulo platform for integrations, workflow automation, AI, extensibility, public pages, and expert services for frontline operations." --- # The enterprise platform for frontline work. _Pulse Platform_ Build the applications your operation needs on our Pulse Platform. Use the work and workforce records already in Skedulo, and add your own data and processes. Explore the platform [Book a Demo](https://www.skedulo.com/book-a-demo/) _Illustration: Skedulo's visual workflow builder, an icon rail beside a dotted canvas, with Cancelled job follow-up in Draft in its corner. Steps land one at a time, each line drawing down into the next as the rail lights its kind: the trigger Job cancelled, Status changes to Cancelled; Update the work order in Salesforce, to Cancelled; the condition Due within 24 hours, its Then branch to Tell the dispatcher, Mark Doherty, and its Else line meeting it in End. Laid out, the automation turns Active._ ## For teams with more they want to do. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _The Frontline Continuum_ ## A shared model of your frontline operation. Model your work and workforce, including customers, locations, and anything else your operation needs. Their relationships, rules, and progress give applications, workflows, and AI the context to act. Start with Skedulo’s work and workforce records. Add fields for the details you need, or create objects for anything else your operation manages. Use that model to support work from the first request through scheduling, completion, and follow-up. _Illustration: Skedulo developer workspace on a hatched ground with the Permit custom object open in field-ops, Published: its fields as rows - Permit number and Expiry, required, and lookups to Job, Location and Resource - and beside a Relationships card drawing Permit's links to Job, Location and Resource. Add field is pressed and becomes a new field: Issued by types in and is set to a lookup to Contact. Permit counts 6 fields and turns Modified, and Contact joins the relationships through Issued by, its line drawing out from Permit._ _Put the platform to work_ ## Your applications. One platform. Build customer experiences, internal applications and workflows on the same operational data. Connect other systems through APIs and integrations. ### Integrations & APIs Bring work requests, worker details, and operational data into one shared model, and send updates back to your other systems as work progresses. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: Skedulo Integrations card: 121 integrations, a search, and rows of the applications' own logos by category - CRM with Salesforce, marked connected by a green dot, HubSpot and Dynamics 365; HR and payroll with Workday, connected, BambooHR and ADP; then Accounting and ERP with NetSuite, QuickBooks and Xero. Calendar is typed and the rows give way to three results - Google Calendar, Connected, Microsoft Outlook and Calendly - then the word is cleared and the library returns._ ### Custom applications and data Add custom fields and objects, configure pages and rules, and extend web and mobile apps. Build around your existing setup as your business needs change. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A small Skedulo page builder card for account-page-template, in Draft: the palette's Site access card is pressed and dragged as a blue + Site access card ghost down onto the page, where a drop line marks the place. The card lands selected and the template turns Modified; under the page its Show access codes property is switched on, and the card's Access code turns from Hidden to 4417._ ### Workflow & automation Build workflows across scheduling, mobile work and other business systems. Use business rules, approvals and automated actions to run the process. [Explore Workflow and Automation](https://www.skedulo.com/platform/workflow/) _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871_ ### AI alongside your teams. Mastermind helps optimize schedules and routes. Tempo works alongside schedulers and dispatchers, while Forge helps teams build and Mobile AI supports people in the field or on shift. [Explore Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) _Illustration: Skedulo schedule card for Wed 13 Aug: Gloria Benitez's afternoon from 1 to 5:30 PM, and JOB-4821 on her lane turns rose, at risk. Tempo's recommendation lands under it - Gloria is running late to JOB-4821, move it to 2:30 PM - and the job slides to 2:30 PM, marked as the proposal; Mark Doherty approves and it settles there. Then Mastermind's recommendation lands: tomorrow's routes optimized, 51 minutes of travel cut for each technician_ ### Customer self-service pages. Create customer-facing pages for self-service, appointments, and visibility into ongoing work. Shape the experience around your services and connect it to the data and workflows that support them. [Explore Public Pages](https://www.skedulo.com/platform/public-pages/) _Illustration: Larkfield Heating & Air's booking in a card: Furnace tune-up, $89, Thu 14 Aug, and three open times from live availability - 8 - 10 AM, 10 AM - 12 PM and 1 - 3 PM. The customer picks 10 AM - 12 PM and taps Book Thu, 10 AM - 12 PM; the button turns green - Booked - and the line under the page, in Skedulo, says JOB-4892 created, tagged Booked online._ ### We’ll help you shape the platform around your operation. Work with Skedulo experts to define the data, rules, and workflows your teams need. Get hands-on help with configuration, integrations, and putting your plans into practice. [Meet the Experts](https://www.skedulo.com/contact/) _Illustration: Skedulo implementation plan card, owned by Dana Pruitt and the Skedulo team: five phases on a rail - Discover, Design and Configure tick green in turn, then Integrate, weeks 8 to 9, becomes the current phase and its work goes by on the line under it: data model agreed, Salesforce connected, Workday sync in testing. Launch, week 10, is next_ _Beyond point solutions_ ## Your operation deserves more than a collection of tools. When a new process needs more than your current tools provide, build it on our Pulse Platform. Extend Skedulo products using the same records and rules, and connect to other systems where you need them. - **Fewer handoffs between tools.** — Build connected applications and workflows on our Pulse Platform to reduce handoffs between separate tools. Integrate the systems you need to keep, so they remain part of the process. - **The same data across applications.** — A site approval, customer request or field update can be used across the applications you build. Teams work from connected records instead of maintaining separate copies. - **Adapt as your business changes.** — Add a service, enter a region or change a process without starting with another point solution. Extend the data model, applications and workflows on the platform you already use. _Illustration: Skedulo Settings, Integrations, Data ownership, on a hatched ground. Where each record lives: Salesforce, system of record for accounts and work orders, and Workday, for workers, skills and leave, wired down into Skedulo, which runs the work and maintains jobs, schedules, forms and time; Skedulo wired down to where results return - Salesforce job status, Finance completed work, Workday approved time. Below, seven data flows with their direction, trigger and last run. In turn a dot runs each wire, its records light and its flows highlight._ ## Customer stories. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Related Products_ ## Explore Skedulo. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### What is the Pulse Platform? Our Pulse Platform is the enterprise foundation for Skedulo’s frontline products. It brings work, workforce data, and more into a shared model that captures how your operation fits together. Extend those products and the underlying model to build applications and workflows around your needs, with shared data and rules giving people and AI the context to act. ### How do Field Scheduling and Shift Scheduling fit into the Pulse Platform? Both products run on our Pulse Platform. They use shared work and workforce records, which can also support your mobile applications, customer experiences and workflows. Extend those records with additional data and relationships as your operation requires. ### Can we integrate our existing systems with the Pulse Platform? Yes. Use integrations, APIs and events to exchange data with CRM, HR, payroll and other business systems. For example, a CRM service request can become scheduled work in Skedulo, with completion details returned to the customer record. Available data flows depend on the integration. ### Can we customize the Pulse Platform for our business? Yes. Extend the shared operational model with additional fields, custom objects, and relationships for whatever else your business manages. Use that context to build applications and workflows around your requirements. ### How does AI support work across the platform? The Pulse Platform is the foundation for our AI products. Forge helps you build and develop on the platform quickly using natural language. Tempo is our operating harness and agent for schedulers and dispatchers. Mastermind uses AI and optimization algorithms for complex, large-scale scheduling and rapid suggestions. Mobile AI supports frontline AI interactions in the field or on shift. ### Can Skedulo help us implement and adapt the platform? Great! Our services team can help with implementation, configuration, integrations, and workflow design. Get support extending the platform around your requirements and refining your setup as your needs change. ## What would you build next? Tell us what your teams need and where your current tools fall short. Explore how our Pulse Platform could help you put your plans into practice. Explore the platform [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/integrations/" type: "page" title: "Skedulo Integrations Directory" description: "Explore Skedulo integrations for CRM, HR, payroll, and other business systems. Find featured connections and discuss custom integration options." --- # Your systems, connected to frontline operations. _Integrations_ Connect customer and workforce records with scheduling, mobile work and completed-job data. Skedulo integrates with CRM, HR, payroll systems and more. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the platform](https://www.skedulo.com/platform/) _Illustration: Skedulo Integrations library on a hatched ground: a search, 121 integrations, category chips with counts - CRM 11, HR and payroll 6 - and sections of tiles, each the application's own logo with the name and Connected or Available: Salesforce, HubSpot, Microsoft Dynamics 365 Sales, Workday, BambooHR. Calendar is typed and the library narrows to Google Calendar, Microsoft Outlook and Calendly, with Build a custom integration; the word is cleared and the library returns._ ## Trusted by teams in the field and on shift. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## From business records to frontline operations. Use customer and worker data in scheduling, and return work updates through configured integrations. Define what each system receives and when. _Records_ ### Customer and workforce records Bring customer, worker, and work details into Skedulo from the systems that maintain them. _Work updates_ ### Requests and completed work Bring requests from CRM or case systems into Skedulo, then return completion updates through the integration. _Illustration: Skedulo card for a quarterly site inspection: Salesforce work order 00012345, New, becomes JOB-4803 in Skedulo, pending allocation, Mon 9:12 AM. The job is dispatched on Wednesday at 8:04 AM and the work order reads Scheduled; the job completes at 5:21 PM and the work order reads Completed, back in Salesforce._ _Reporting_ ### Finance and reporting Send work updates to operations, finance and reporting systems instead of copying them into exports and spreadsheets. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _Featured integrations_ ## Explore the integrations. ### Salesforce Schedule field work from Salesforce customer records with Skedulo’s native Salesforce solution. [Explore Skedulo for Salesforce](https://www.skedulo.com/integrations/salesforce/) ### Workday Bring worker details into Skedulo and return timesheets to Workday. Confirm the fields and sync timing for your setup. [Explore Skedulo for Workday](https://www.skedulo.com/integrations/workday/) _Illustration: Skedulo card for the Workday integration: the Workday logo, Connected, 3 data flows. The 6:00 AM sync brings Gloria Benitez's time off for Fri 22 Aug from Workday and she shows unavailable in Skedulo, approved: 6 synced in 2.7 seconds. Then the hours go back: her approved Wednesday, 7.25 hours, reaches Workday time tracking in real time at 8:30 AM._ ### Epic Discuss connecting Epic records with care team assignments and scheduling in Skedulo. [Book a Demo](https://www.skedulo.com/book-a-demo/) _Illustration: Skedulo card for Epic, a custom integration: its E monogram in purple, Connected, 2 data flows. A care team assignment in Epic, Carol Ng for home health, syncs in real time and becomes visit VISIT-4879 in Skedulo, Thu 14 Aug at 10:00 AM. Then the booked visit goes back to Epic as the appointment, 1 synced in 0.7 seconds._ ### Zendesk Planning field visits from Zendesk tickets? Tell us about your workflow. [Talk to us about Zendesk](https://www.skedulo.com/integrations/zendesk/) ![Technician kneeling beside a washing machine checking job details on a phone](https://assets.skedulo.com/uploads/photo-library/stock/persona-int-zd-hero-20261009b.webp) ### Microsoft Dynamics 365 Discuss using Dynamics 365 customer records in Skedulo scheduling workflows, with Dynamics 365 as the source of truth. [Book a Demo](https://www.skedulo.com/book-a-demo/) _Illustration: Skedulo card for the Microsoft Dynamics 365 integration: the Dynamics 365 logo, Connected, 2 data flows. Work order 72514, from a customer case, comes in from Dynamics 365 in real time and becomes JOB-4897 in Skedulo with its best match, Doug Lindqvist. Then the booking goes back: Doug Lindqvist, Friday at 9:00 AM, as a booking in Dynamics 365._ ### Payroll & Billing Plan how work records reach payroll and billing. Ask about Employment Hero Payroll for Australian operations. [Book a Demo](https://www.skedulo.com/book-a-demo/) _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run in ADP Workforce Now, 42 synced in 3.4 seconds. Then the completed work: 186 jobs to Finance as invoice lines ready to bill._ ### Custom integrations Use GraphQL and REST APIs, webhooks, and functions to build connections for systems beyond this directory. [Explore Integration & APIs](https://www.skedulo.com/platform/integrations/) _Illustration: A small Skedulo card: Build a custom integration, its four steps - Basic info, Authentication, API setup, Test - ticking one by one; then it becomes Parts depot, Custom, 3 endpoints, with its GET, POST and DELETE endpoints listed by method and path, and a green Connected badge._ _Under the hood_ ## Clear ownership for every record. Define which system maintains each record, what Skedulo needs to run the work, and where updates should return. _Illustration: Skedulo Settings, Integrations, Data ownership: owner chips - All 11, Salesforce 2, Workday 3, Skedulo 5, Finance 1 - over a table of record, owner, who may update it in Skedulo and where it returns. Accounts and work orders are Salesforce's and workers, skills and leave Workday's, all read only in Skedulo; jobs, schedules, forms, completed work and approved time are Skedulo's, jobs returning to Salesforce, completed work to Finance, approved time to Workday; invoices are Finance's. The pointer filters Salesforce, Workday, Skedulo, then All._ ## See how customers use Skedulo. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Common connection patterns_ ## Integration across the service lifecycle. Connect the systems involved in requesting, scheduling, delivering and accounting for work. The data flows depend on your operation and the interfaces available. ### Customer to work Create or update work in Skedulo using records from CRM, service, case, or customer systems. _Illustration: Skedulo card for the Salesforce integration with four data flows: Salesforce work order 00012345, a quarterly site inspection, becomes JOB-4803 pending allocation in Skedulo, and when JOB-4803 is complete the work order is set to Completed._ ### Workforce to schedule Bring worker profiles, skills, roles, availability, leave, and relevant policy details into scheduling. _Illustration: Skedulo card for the Workday integration: the Workday logo, Connected, 3 data flows. The 6:00 AM sync brings Gloria Benitez's time off for Fri 22 Aug from Workday and she shows unavailable in Skedulo. Then her approved Wednesday hours go back to Workday time tracking._ ### Completion to finance Send approved time, work status, costs, evidence, and service outcomes to ERP, payroll, billing, or finance systems. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. At 6:00 PM on Fri 15 Aug the week's approved time, 42 timesheets and 1,526 hours, goes from Skedulo to the pay run, then 186 completed jobs go to Finance as invoice lines ready to bill._ ### Operations to analytics Send schedule, travel, utilization, completion, exception, and service data to reporting and data platforms. _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a bar per region on its available hours - North 84%, Central 79%, South 83%, West 80%._ ### Appointments and calendars Share relevant appointment and meeting information between calendars and Skedulo. _Illustration: A small Skedulo Forge card, an orange diamond mark by Proposed changes: two data flows, Skedulo Job Allocation to Google Calendar Event and Google Calendar Event to Skedulo Availability, each with a checkbox. Apply 2 changes turns them to green ticks, with Revert and Activate 2 flows below._ ### Service request to completion Move a case, work order, or service request through worker matching, scheduling, dispatch, and mobile completion, then return status updates. _Illustration: Skedulo card for a quarterly site inspection: Salesforce work order 00012345, New, becomes JOB-4803 in Skedulo, pending allocation. The job is dispatched on Wednesday and the work order reads Scheduled; the job completes at 5:21 PM and the work order reads Completed, back in Salesforce._ _Can't find your system?_ ## Custom connections for your operation. Use Skedulo APIs, webhooks, and functions to connect proprietary, industry-specific, or legacy systems. The approach depends on the other system's interfaces and your workflow. [Explore Integration & APIs](https://www.skedulo.com/platform/integrations/) _Browse by category_ ## Browse by system type. ### Payroll & HRIS - [Workday](https://www.skedulo.com/integrations/workday/) - [ADP](https://www.skedulo.com/book-a-demo/) - [Gusto](https://www.skedulo.com/book-a-demo/) - [SAP SuccessFactors](https://www.skedulo.com/book-a-demo/) - [BambooHR](https://www.skedulo.com/book-a-demo/) - [Employment Hero](https://www.skedulo.com/book-a-demo/) ### BI, Data & Analytics - [Tableau](https://www.skedulo.com/book-a-demo/) - [BigQuery](https://www.skedulo.com/book-a-demo/) - [Databricks](https://www.skedulo.com/book-a-demo/) - [Power BI](https://www.skedulo.com/book-a-demo/) - [Snowflake](https://www.skedulo.com/book-a-demo/) ## Frequently Asked Questions ### What systems does Skedulo integrate with? Skedulo connects with CRM, HR, payroll, finance, service, data, communications, and calendar systems through native solutions, packaged integrations, and custom connections. Available data flows, setup, and support depend on the system and your workflow. Explore the featured integrations or speak with an expert about your requirements. ### What if my system isn't listed? Speak with an integration expert about the system and the records you need to exchange. If it provides a suitable interface, your developers, Skedulo professional services, or an implementation partner can assess a custom connection using APIs, webhooks, and integration logic. ### Does data flow in both directions? Data can flow into Skedulo, out of Skedulo, or both, depending on the integration. Define which system maintains each record, which updates need to move, and when they should be sent. Your integration design should also address conflicting or missed updates. ### Who is responsible for building and maintaining an integration? Your team can build a custom connection or work with Skedulo professional services or a partner. Packaged integrations also have specific setup and support arrangements. Confirm responsibility for testing, monitoring, maintenance, and support for the option you select. ### Where can I find technical documentation for the APIs? Visit [Skedulo developer documentation](https://developer.skedulo.com/) for GraphQL and REST APIs, triggered actions, webhooks, and functions. The [Integration & APIs overview](https://www.skedulo.com/platform/integrations/) explains data ownership, mapping, access controls, and integration delivery. ## Let's talk about your systems. Tell us which systems you use and what information needs to move between them. We'll help you plan the connection. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/platform/integrations/" type: "page" title: "Integration & APIs | Skedulo" description: "Connect Skedulo to your business systems with integrations, GraphQL and REST APIs, webhooks, and custom functions for frontline workflows." --- # Connect frontline work to your existing systems. _Skedulo Integration & APIs_ Bring customer, worker, and work data into Skedulo. Use APIs and events to send updates back to your CRM, HR, payroll, and other business systems. [Talk to an Expert](https://www.skedulo.com/contact/) [Explore Developer Docs](https://developer.skedulo.com/) ## APIs, events, and custom logic. _Query_ ### GraphQL Read, create, and update standard and custom records, including the relationships between them. _Illustration: A Skedulo API console card: a GraphQL query for JOB-4803 is typed - its name, its location's Gate code and its permits - and sent to graphql/graphql. Its answer replaces it, 200 in 198 milliseconds: JOB-4803, Gate code 4417 marked Custom field, permit PTW-2026-0884 expiring 15 August marked Custom object._ _Services_ ### REST Use REST APIs for platform services such as authentication, notifications, configuration, and scheduling optimization. _Illustration: A Skedulo API console card: POST notifications/dispatch with JOB-4803's identifier is sent and answered 200 in 286 milliseconds, and the job, Quarterly site inspection with Gloria Benitez, turns from Pending dispatch to Dispatched: Gloria Benitez notified on her phone._ _Respond_ ### Events & Functions Respond to record changes with triggered actions and webhooks. Add custom server-side logic with functions. _Illustration: A Skedulo real-time event card, Salesforce to Skedulo, Real time: work order 00012345 created in Salesforce at 9:12 AM, WorkOrderTrigger published the event, Work Orders to Jobs ran in real time in 0.8 seconds, and JOB-4803 created._ _Control_ ### Access controls Use roles, permissions, and record access policies to control the data and actions available to an integration. _Illustration: A Skedulo record access card for the Salesforce integration's user, integration@denvermetro.example, signed in with OAuth 2.0. Policy: Salesforce records only. Jobs can be read, created and updated, never deleted. Test access runs as the integration user: JOB-4803, from work order 00012345, is visible; JOB-4871, created by a workflow, and JOB-4892, booked online, are hidden - 1 of 3 jobs visible._ _Architecture_ ## Part of your business systems. Your CRM can own the customer record while Skedulo manages the work. Integrations exchange the details each system needs, with a defined source for each record. Bring customer, worker, asset, and work details from your business systems into Skedulo for scheduling, coordination, and mobile work. Send completion updates, captured evidence, and approved time back through integrations to service, finance, payroll, or reporting systems. Exchange only the records each workflow needs. _GraphQL & REST APIs_ ## APIs for your data and applications. Create and update jobs, check worker availability, send notifications, and run scheduling optimization through Skedulo APIs. Use GraphQL to retrieve related records in one query and select only the fields your integration needs. Custom objects and fields are part of the schema, so your business-specific data can be included. Use REST endpoints to call platform services such as notifications and optimization. _Events & Functions_ ## Event-driven integrations. Triggered actions and webhooks can respond to record changes, so an update in Skedulo can start a process in another system. Set the conditions for a response, then call another system or send an SMS through a triggered action. Include relevant current and previous record values in the request. Use functions to run custom validation, transform data, or route follow-up work. _Illustration: A Skedulo triggered action, Job completed, Active, on a hatched ground. Its trigger watches jobs for JobStatus changing to Complete: JOB-4803, Quarterly site inspection, turns from In progress to Complete at 5:21 PM - condition met. The function completion-report runs and adds the work order, 00012345, and the status Completed to the payload. The webhook posts it to Salesforce: the first attempt gets 503 Service unavailable and is retried automatically; attempt 2 of 3 is delivered, 200, at 5:21:33 PM._ _Mapping & custom data_ ## Shared records, different schemas. Customer IDs, job statuses and pay codes can differ between systems. Integration mappings translate those values and match the records they belong to. Use unique external IDs to match records and determine whether to create or update them. Translate statuses, job types, and pay codes between systems, and normalize dates, time zones, and units in your integration. Include custom objects and fields for data specific to your operation. _Illustration: A Skedulo data flow editor on a hatched ground: Salesforce Work Orders → Skedulo Jobs, Work Orders to Jobs, matched by WorkOrderNumber = ExternalId - a job with the same ExternalId is updated, or a new one is created. Auto map is pressed and five field mappings land: the work order number, the account by a lookup to Accounts, the address from Street and City, the status and the start date. Then Add translation lands Status → Job status: New becomes Pending Allocation, Scheduled Dispatched, Completed Complete, Canceled Cancelled._ _Reliability & operations_ ## Logs, retries and recovery. Skedulo automatically retries failed triggered actions and webhooks within defined limits. Use execution logs to investigate requests and responses. Build checks into your integration to confirm that the destination processed an update. Define how to resend missed updates, compare records across systems, and assign an owner when recovery needs attention. _Security & governance_ ## Permission-controlled API access. Authenticate API requests and configure permissions for the identity each integration uses. On Pulse Platform, use record access policies to filter the records available to users subject to those policies. Test access rules outside production, review sensitive data with your security team, and assign responsibility for maintaining and retiring the connection. _Custom integration delivery_ ## Build with your team or ours. ### Your developers Build with your own developers using Skedulo documentation, APIs, CLI tools, and functions. [Explore Developer Docs](https://developer.skedulo.com/) _Illustration: A small Skedulo request card: POST /reservations typed beside Send, the JSON body for the part ISO-63A-3P for JOB-4871, Credentials added for you. Send is pressed and the response takes the body's place: 201 Created in 240 ms, reservation RSV-20931 highlighted, bin B-14, held._ ### Skedulo experts Work with Skedulo professional services to scope, design, build, and test your integration, then plan migration and rollout. [Meet our experts](https://www.skedulo.com/contact/) _Illustration: Skedulo implementation plan card, owned by Dana Pruitt and the Skedulo team: five phases on a rail - Discover, Design and Configure tick green in turn, then Integrate, weeks 8 to 9, becomes the current phase and its work goes by on the line under it: data model agreed, Salesforce connected, Workday sync in testing. Launch, week 10, is next_ ### Implementation partners Work with partners who know your business systems and region, with implementation and support agreed for your project. [Explore Partners](https://www.skedulo.com/partners/) _Illustration: Skedulo partner rollout card, owned by Dana Pruitt with an implementation partner, shown by a neutral monogram: its team, a solution architect and an integration lead. Salesforce and Workday are in scope, each by its logo. Five phase dots fill - three done, then Integrate, weeks 8 to 9, is current - and the support plan, in review, turns to support agreed for 12 months_ ### AI-assisted development Use AI tools to draft mappings, queries, functions, tests, and docs. Review and test the output before release. [Explore the Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A small Skedulo Forge card, an orange diamond mark by Proposed changes: two data flows land - Skedulo Job Allocation to Google Calendar Event, and Google Calendar Event to Skedulo Availability - each with a blue checkbox. A cursor presses Apply 2 changes; the boxes turn to green ticks and the foot offers Revert and Activate 2 flows._ ## Customer stories. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) ## Which systems do you need to connect? Connect CRM, HR, payroll, and clinical systems with Skedulo. Integration scope and setup depend on the system and the workflow you need. ### Salesforce Schedule field work from Salesforce customer records with Skedulo’s native Salesforce solution. ### Zendesk Planning field visits from Zendesk tickets? Tell us about your workflow. ### ADP Discuss connecting Skedulo time and attendance data to ADP for payroll processing. ### Workday Connect Workday worker data with Skedulo scheduling and return relevant time records. Supported data flows and implementation requirements depend on your setup. ### Epic Discuss connecting Epic records with care team assignments and scheduling. ### Microsoft Dynamics 365 Discuss using Dynamics 365 customer records in Skedulo scheduling workflows. _Related Products_ ## Explore Skedulo. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### What integration options does Skedulo provide? Skedulo offers integrations for business systems alongside GraphQL and REST APIs for custom connections. Triggered actions, webhooks, and server-side functions support workflows that respond to changes and exchange data between systems. ### What is the difference between GraphQL and the Skedulo REST API? GraphQL lets developers read, create, and update standard and custom records, including related data in a single query. REST APIs provide access to platform services such as authentication, notifications, configuration, and scheduling optimization. An integration can use both. ### Can Skedulo connect to a proprietary or legacy system? Yes, where the other system provides a suitable way to exchange data. Your developers, Skedulo professional services, or an implementation partner can build the connection using APIs and custom integration logic. The approach depends on the system’s interfaces and the workflow you need. ### Can an integration use custom objects and fields? Yes. Custom objects and fields defined in Pulse Platform are included in its GraphQL schema. Integrations can query and update those records alongside standard objects, including relationships between them. ### How can Skedulo respond when operational data changes? Triggered actions and webhooks can respond when tracked records are created, updated, or deleted. Configure the conditions and data for the response. Triggered actions can call another system or send an SMS, while functions add custom validation, transformation, or routing. ### How does Skedulo secure API access? API requests use access tokens. Access depends on the identity and permissions used by the integration. On Pulse Platform, record access policies can further restrict record access for users subject to those policies. ### Does Skedulo provide monitoring, retry, replay, and reconciliation? Skedulo provides execution logs and automatic retries within defined limits for triggered actions and webhooks. End-to-end monitoring, replay of missed updates, and reconciliation between systems need to be addressed in the integration design. Your delivery team defines which system or tool handles each control. ### How do I find an integration for my system? Explore Skedulo’s integrations directory for featured systems, or speak with an integration expert about your requirements. Confirm the available data flows, setup, and support for your system. If a packaged connection isn’t available, the team can assess a custom integration. ## Let's talk integrations. Tell us which systems you use and what needs to move between them. We'll help scope the connection. [Talk to an Expert](https://www.skedulo.com/contact/) [Explore Developer Docs](https://developer.skedulo.com/) --- --- url: "https://www.skedulo.com/contact/" type: "page" title: "Contact | Skedulo" description: "Contact Skedulo for sales, technical support, account help, partnership opportunities, or press inquiries. Find our global office details." --- # How can we help? Choose the right team for your question, from sales and support to partnerships and press. ## Sales Discuss your team's needs and see Skedulo in a demo. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Support Get help using Skedulo or report a technical issue. [Open the support portal](https://support.skedulo.com/) ## Accounts Contact us about your Skedulo account. [Get account help](https://support.skedulo.com/) ## Partnerships and press Discuss a partnership or send a media inquiry. ## Global offices ### San Francisco, USA 548 Market Street, #80260, San Francisco, CA 94104 Phone: +1 855 753 3856 ### Brisbane, Australia Level 1, 47 Warner Street, Fortitude Valley QLD 4006, Turrbal Country Phone: 1300 558 801 ### Ho Chi Minh, Vietnam Level 11, An Phu Plaza, 117 Lý Chính Thắng Street, Võ Thị Sáu Ward, District 3 --- --- url: "https://www.skedulo.com/book-a-demo/" type: "page" title: "Book a Demo | Skedulo" description: "Book a Skedulo demo. Tell us what your team needs to schedule, and we'll reply within one business day to arrange a demo tailored to your work." --- # Book a demo ## See Skedulo at work. ### What happens next _[ 01 ]_ #### Tell us about your team Share what you need to schedule, manage or improve. _[ 02 ]_ #### We'll be in touch Expect a reply within one business day to arrange your demo. _[ 03 ]_ #### A demo tailored to your team See how Skedulo handles the scheduling, field work and workflows you want to explore. - Name - Business email - Company (optional) - What would you like to explore? Submit: **Book a Demo** Trusted by teams that keep essential work moving. - American Red Cross - DHL - Kaiser Permanente - AWP Safety - Sunrun - Vision Australia ## Customer results. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) --- --- url: "https://www.skedulo.com/book-a-demo/thank-you/" type: "page" title: "Thanks for booking a demo | Skedulo" --- # We've received your demo request. We'll reach out within one business day to set up your demo. ## Customer results. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) ## Trusted by teams in the field and on shift. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber --- --- url: "https://www.skedulo.com/learn/" type: "page" title: "Learn | Skedulo" description: "Expert guides and resources for healthcare operations, workforce management, and digital transformation." --- # Guides to frontline operations. Explore workforce scheduling, field service, healthcare operations and the technology behind them. _Browse by: All · Healthcare · Scheduling · Field Service · Analytics · Frontline Workforce_ _Healthcare_ ## The Future of Healthcare & Mobile Healthcare Technology Distributed care, hospital-at-home, workforce retention and AI adoption: what healthcare leaders should consider when planning technology investments. [Read the guide](https://www.skedulo.com/learn/future-healthcare/) ![Healthcare technology and digital transformation](https://assets.skedulo.com/assets/2024/11/Emerging-Healthcare-Technology_-Opportunities-and-Challenges-for-Healthcare-Providers_Header-Image_1053x448.png) _Scheduling_ ## What is Mobile Workforce Management? What mobile workforce management covers, which capabilities to evaluate and how to assess a platform for your field operations. [Read the guide](https://www.skedulo.com/learn/mwm-overview/) ![Mobile workforce management and the employee experience](https://assets.skedulo.com/assets/2025/06/How-Mobile-Workforce-Management-Impacts-the-Employee-Experience_Header.png) _Scheduling_ ## Mobile Workforce Management Best Practices Eight practices for managing a large mobile workforce, covering the processes and technology behind day-to-day operations. [Read the guide](https://www.skedulo.com/learn/mwm-best-practices/) ![Schedulers coordinating mobile workforce best practices](https://assets.skedulo.com/assets/2026/03/Schedulers.png) _Field Service_ ## What Is Field Service Management? An introduction to field service management, including scheduling, workforce strategy, software evaluation and return on investment. [Read the guide](https://www.skedulo.com/learn/field-service-overview/) ![Field service automation and management](https://assets.skedulo.com/assets/2026/01/Field-Service-Automation_-5-Practical-Applications_Header-2.png) _Scheduling_ ## The Rise of the Mobile Workforce and Deskless Workers The needs of people who work away from a desk and the organizations that manage distributed field teams. [Read the guide](https://www.skedulo.com/learn/deskless-workers/) ![Frontline and deskless workforce technology](https://assets.skedulo.com/assets/2026/01/Your-Frontline-Workers-Are-Ready-For-Better-Tech_Header-1.png) _Analytics_ ## Preventive Maintenance in the Modern Era Calendar-based and condition-informed maintenance, with approaches to extending asset life and managing service costs. [Read the guide](https://www.skedulo.com/learn/preventive-maintenance/) ![Engineer performing preventive maintenance on HVAC equipment](https://assets.skedulo.com/assets/2023/11/iStock-1418155800.jpg) _Healthcare_ ## Managing Healthcare SLAs and Service Contracts How scheduling supports healthcare service commitments, contract performance and the review of missed service levels. [Read the guide](https://www.skedulo.com/learn/managing-healthcare-slas/) ![Home healthcare and clinical SLA management](https://assets.skedulo.com/assets/2025/10/The-Future-of-Home-Healthcare_Header.png) _Shifts & Rostering_ ## Work Order Management for Mobile Workforces Creating, scheduling, dispatching and closing work orders across mobile teams. [Read the guide](https://www.skedulo.com/learn/work-order-management/) ![Dispatch and work order operations](https://assets.skedulo.com/assets/2024/12/The-Role-of-Dispatch-in-Operations-Management_Header-Image_1053x448.png) _AI Operations_ ## The Strategic Role of AI and AI Agents in Frontline Workforce Scheduling The roles of scheduling algorithms and AI agents in planning and coordinating a large frontline workforce. [Read the guide](https://www.skedulo.com/learn/ai-agents/) ![Skedulo MasterMind AI scheduling engine](https://assets.skedulo.com/assets/2023/06/Mastermind-header-asset.png) _Scheduling_ ## Engineering Algorithmic Fairness into Frontline Scheduling How scheduling objectives can affect workload distribution, fairness and retention, and what to consider when configuring optimization. [Read the guide](https://www.skedulo.com/learn/algorithmic-fairness/) ![Frontline employee retention and fair scheduling](https://assets.skedulo.com/assets/2024/09/Employee-Retention_-What-It-Means-and-How-to-Improve-It_Header-Image_1053x448@2x.png) _Platform_ ## The Connected Workforce: What It Means for Frontline Workers Today and Tomorrow How shared records and connected tools support communication and coordination across a frontline workforce. [Read the guide](https://www.skedulo.com/learn/connected-workforce/) ![Connected technology for frontline workers](https://assets.skedulo.com/assets/2025/01/Building-Technology-for-Frontline-Workers_-Best-Practices-and-Where-Tech-is-Headed_Header-Image_1053x448.png) _Scheduling_ ## Scheduled to Fail: Why Construction and Specialty Trades Need Smarter Workforce Management Workforce scheduling for construction and specialty trades, where crew availability, skills and changing site conditions affect the plan. [Read the guide](https://www.skedulo.com/learn/construction-trades-scheduling/) ![Construction planners reviewing a build schedule over blueprints](https://assets.skedulo.com/assets/2023/11/iStock-1170082021.jpg) _Analytics_ ## Demand Forecasting for Workforce Scheduling Using demand forecasts to plan workforce capacity, identify staffing gaps and assess overtime needs. [Read the guide](https://www.skedulo.com/learn/demand-forecasting/) ![Workforce demand forecasting and analytics](https://assets.skedulo.com/assets/2023/07/Analytics_OpenGraphTag_1200x627px@1x.png) _Analytics_ ## Field Service Knowledge Management Making job information and service knowledge available to mobile workers during the assignment. [Read the guide](https://www.skedulo.com/learn/field-service-knowledge-management/) ![Frontline workers using mobile knowledge tools](https://assets.skedulo.com/assets/2026/03/Frontline-workers.png) _Mobile Apps_ ## What Is Frontline Worker Software? A buyer's guide to scheduling, rostering, communications, workforce analytics and enterprise integrations. [Read the guide](https://www.skedulo.com/learn/frontline-worker-software/) ![Skedulo Pulse Platform — frontline worker software](https://assets.skedulo.com/assets/2023/01/Pulse-Platform-Header-Asset-1.png) _Scheduling_ ## The Hardest Part of Frontline Workforce Scheduling Isn't Building the Schedule Managing absences, delays and other changes after a schedule is published. [Read the guide](https://www.skedulo.com/learn/scheduling-trends/) ![Workforce scheduling and managing schedule change](https://assets.skedulo.com/assets/2024/12/How-Workforce-Scheduling-Helps-Achieve-4-Key-Business-Goals_Header-Image_1053x448.png) _Scheduling_ ## What Smart Scheduling Really Means for Frontline Workforces How scheduling can use recorded work outcomes to improve future plans. [Read the guide](https://www.skedulo.com/learn/smart-scheduling-frontline-workers/) ![Smart field service scheduling for frontline workforces](https://assets.skedulo.com/assets/2024/09/5-Ways-to-Use-Field-Service-Scheduling-to-Drive-Revenue-Growth_Header-Image_1053x448@2x.png) _Healthcare_ ## Beyond the Roster: How Smart Scheduling Is Rewriting the Economics of Home Health Care The relationship between home-care scheduling, workforce capacity, service costs and growth. [Read the guide](https://www.skedulo.com/learn/state-of-the-industry/) ![Home health care scheduling and patient access](https://assets.skedulo.com/assets/2024/11/Use-Technology-to-Increase-Patient-Access_-6-Strategies-for-Healthcare-Organizations_Header-Image_1053x448.png) _Analytics_ ## Service Lifecycle Management Managing service from contract and SLA planning through field delivery and performance review. [Read the guide](https://www.skedulo.com/learn/service-lifecycle-management/) ![Field service customer experience and lifecycle](https://assets.skedulo.com/assets/2026/01/How-to-Make-Field-Service-Customer-Experience-CX-a-Competitive-Advantage-for-Your-Business_Header-1.png) ## See these workflows in Skedulo. Explore scheduling, mobile work and shift coverage in a demo tailored to your operation. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/about/" type: "page" title: "About us | Skedulo" description: "Meet Skedulo, the company building software and AI for frontline teams. Learn about our mission, values, leadership, and global offices." --- # Helping the world’s frontline work better. We build software and AI for teams delivering care, installing equipment, maintaining sites and more. Skedulo brings scheduling and frontline operations onto our Pulse Platform, where organizations can develop the workflows and tools their teams need. ![Skedulo team members](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/about-hero-photo.png) ## Trusted by teams in the field and on shift. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber Our mission is to help people who work away from a desk, and the organizations behind them, do their best work.That means giving teams the tools to serve more people and take on more work without adding unnecessary admin. - **105k+** — Active users - **65m+** — On-time appointments - **$115m+** — Funding to date - **250+** — Enterprise customers ## What it means to be a Skedgend. ### We’re called Skedgends We treat each other with kindness, generosity, and respect. Whatever the challenge, we work through it together. ### Fearless Together We’re willing to tackle unfamiliar problems and back each other when the answer isn’t clear. ### Customer Driven We listen to the people who rely on Skedulo and build around the work they need to do. ### Boldly Innovative We question familiar approaches and explore new ideas that could make frontline work better. [View job openings](https://skedulo.bamboohr.com/careers) ## Our leadership. Meet the team leading Skedulo. _Executive Leadership_ ## Matt Fairhurst CEO ## Anne Meisner CFO ## Ed Backhouse CCO ## Peter Stern CRO ## John McKim CTO _Board of Directors_ ## Matt Fairhurst CEO ## Johnathan Hodge Independent Director ## Robyn Denholm Blackbird Ventures ## Mark Selcow Costanoa Ventures ## James Wu Microsoft's Venture Fund ## Benjamin Dunphy January Capital ## Our investors. - M12 - Costanoa Ventures - Blackbird - SoftBank ## From the Skedulo blog. _April 15, 2026_ ### Your Frontline Workers Are Ready For Better Technology What frontline workers need from technology, and how to involve them in choosing tools that help. [Read more](https://www.skedulo.com/blog/empower-frontline-workers/) _April 8, 2026_ ### How Employee Scheduling Drives Revenue Growth How better scheduling helps teams complete more work and improve the experience for customers and employees. [Read more](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) _March 30, 2026_ ### Field Service Efficiency: What It Means for the Frontline Workforce How reducing admin and unnecessary travel gives frontline teams more time to deliver service. [Read more](https://www.skedulo.com/blog/field-service-efficiency-what-it-means-for-the-frontline-workforce/) ## Global offices ### San Francisco, USA 548 Market Street #80260, San Francisco, CA 94104 Phone: 855 753 3856 ### Brisbane, Australia Level 1, 47 Warner St, Fortitude Valley, QLD Phone: (02) 9159 6912 ### Ho Chi Minh, Vietnam Level 11, An Phu Plaza, 117 Lý Chính Thắng Street, Võ Thị Sáu Ward, District 3 --- --- url: "https://www.skedulo.com/careers/" type: "page" title: "Careers at Skedulo | Explore Job Openings" description: "Build your career at Skedulo. Explore job openings, our culture, and benefits at the company building software and AI for frontline operations." --- # Build your career at Skedulo. Join a global team building software and AI for frontline operations. Our customers use Skedulo to schedule care visits, coordinate field crews, manage shifts and more. [See all job openings](https://skedulo.bamboohr.com/careers) ## Life at Skedulo. ### A diverse global team We treat each other with kindness and respect, bringing different perspectives to the problems we work on together. ### Time to connect We make time to celebrate, have fun, and get to know the people we work with. ### Care for the work We care about what we build and the people who use it. That gives us a reason to keep improving. Our mission is to help the 2.7 billion people who work away from a desk, and the organizations behind them, do their best work.We want organizations to serve more people and grow without placing more strain on their frontline teams. ## Benefits that support you. ### Flexible working We support flexible working through hybrid and remote options. ### Equity opportunities Share in the company’s growth through equity opportunities. ### Retirement benefits Retirement plans and financial programs help you save for the future. ### Learning and development Build your skills through training, learning resources, and development opportunities. ### Health and wellbeing Health benefits and time off support your wellbeing. ### Volunteer time off Take time off to support causes and communities that matter to you. ## Our office locations ### San Francisco, USA 548 Market Street #80260, San Francisco, CA 94104 Phone: 855 753 3856 ### Brisbane, Australia Level 1, 47 Warner St, Fortitude Valley, QLD Phone: (02) 9159 6912 ### Ho Chi Minh, Vietnam Level 11, An Phu Plaza, 117 Lý Chính Thắng Street, Võ Thị Sáu Ward, District 3 ### Sydney, Australia Level 3, 398-402 Sussex St,, Haymarket, NSW Phone: 1300 558 801 ### London, UK 20 St. Thomas Street, London, SE1 9RS ## Find your next role. Browse open roles across our teams and locations. [See all job openings](https://skedulo.bamboohr.com/careers) --- --- url: "https://www.skedulo.com/partners/" type: "page" title: "Partners | Skedulo" description: "Meet Skedulo's technology and consulting partners, explore integration options, or apply to help customers put Skedulo to work." --- # Partner with Skedulo. Help customers put Skedulo to work through your technology, services, and industry expertise. [Apply now](https://www.skedulo.com/contact/) ## Technology and consulting partners. Discover the technology providers and consulting firms that help customers implement, connect, and extend Skedulo. ### CopperHill CopperHill provides software implementation, systems integration, data management, and analytics services. [Visit CopperHill](https://www.copperhillconsulting.com/partners/integration-accelerators/) ![Copperhill](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-copperhill.png) ### Accenture Accenture provides strategy, consulting, technology, and operations services for organizations across industries. [Visit Accenture](https://www.accenture.com/) ![Accenture](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-accenture.svg) ### Deloitte Deloitte provides consulting, technology, audit, tax, and advisory services to organizations across industries. [Visit Deloitte](https://www2.deloitte.com/) ![Deloitte](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-deloitte.svg) ### Carahsoft Carahsoft helps public sector organizations buy technology, including Skedulo, through its reseller network. [Visit Carahsoft](https://www.carahsoft.com/skedulo?utm_source=formassembly&utm_medium=referral&utm_campaign=link-building) ![Carahsoft](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-carahsoft.svg) ### Salesforce Salesforce brings customer data and sales, service, marketing, and commerce applications together on one platform. [Explore Skedulo for Salesforce](https://www.skedulo.com/integrations/salesforce/) ![Salesforce](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-salesforce.svg) ### AWS Skedulo's production services run on Amazon Web Services (AWS), in separate AWS virtual private clouds with automated Amazon RDS database backups. [Read our security policy](https://www.skedulo.com/security-policy/) ![AWS](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-aws.svg) ### Lumary Lumary provides care management software for disability, aged care, and allied health providers, connecting care and operations. [Visit Lumary](https://lumary.com.au/?utm_source=Skedulo&utm_medium=Skedulo_website&utm_campaign=partnered_products) ![Lumary](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-lumary-v2.svg) ### SAP SAP provides enterprise applications for finance, supply chain, human resources, and customer management. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![SAP](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-sap.svg) ### Zendesk Planning field visits from Zendesk tickets? Tell us about your workflow. [Talk to us about Zendesk](https://www.skedulo.com/integrations/zendesk/) ![Zendesk](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-zendesk.svg) ### ADP ADP provides payroll, HR, time and attendance, talent, and benefits administration software and services. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![ADP](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-adp.svg) ### Docusign Docusign helps teams prepare agreements, collect electronic signatures, and manage what happens after signing. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Docusign](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-docusign.svg) ### UKG UKG provides HR, payroll, scheduling, and time and attendance software for organizations of every size. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![UKG](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-ukg-v2.svg) ### Simplus Simplus provides Salesforce consulting, implementation, change management, and managed services. [Visit Simplus](https://www.simplus.com/?utm_source=partner&utm_medium=profile&utm_campaign=skedulo) ![Simplus](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/partner-eco-simplus.png) ## Connect Skedulo to the systems you already use. Explore integration options and APIs for connecting Skedulo with your business systems. [Explore integrations](https://www.skedulo.com/integrations/) --- --- url: "https://www.skedulo.com/product/forms-checklists/" type: "page" title: "Mobile Forms & Checklists Software | Skedulo" description: "Build mobile forms and checklists that guide required steps, capture photos and signatures, validate responses, and trigger follow-up with Skedulo." --- # Forms and checklists for frontline teams. _Forms & Checklists_ Create forms for your team to complete in Skedulo Mobile, on a job or during a shift. Set required checks and use the responses to guide follow-up. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by frontline teams. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Checks and records_ ## The record behind each completed check. Capture readings, photos and required sign-off with the work. Responses can identify unresolved issues and support configured follow-up workflows. ### Required checks A form can include required readings and photos, with follow-up for a failed check. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of a quarterly site inspection, JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August_ ### Job completion Record completed work and materials used, along with any required signoff or follow-up, before closing the job. _Illustration: Skedulo mobile job completion page on an iPhone for a quarterly site inspection, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and site contact Helen Pryor's signature lands. Complete job turns from grey to green, is pressed, and becomes a green notice: the job was completed at 5:21pm_ ### Form availability Control which forms appear by job type or team, with requirements tied to the assignment. _Illustration: Skedulo mobile job details on an iPhone for JOB-4803, a quarterly site inspection: a map of the site with a pin on 1160 Pioneer Way, Denver, then In progress, Wednesday 13 August, 4:00 - 6:00pm, and the address. Under Forms, matched to the job's type and the worker's team, the site checklist lands for inspection jobs with a Required tag - required before completion - then the toolbox talk record for all inspectors, optional_ ### Unresolved work Completed checks, open issues and service notes provide a record for review or the following shift. _Illustration: Skedulo mobile handover page on an iPhone for JOB-4803, to Aaron Feldman: under Completed, the site checklist submitted and signed lands, then two open tasks with their owners: replace the isolator on AST-1152 (Aaron Feldman, JOB-4871, Friday 15 August) and close out the permit before it expires (Helen Pryor). A two-line handover note is typed, and Send handover becomes a green notice: sent to Aaron Feldman at 5:24pm_ _Form Builder_ ## Build a form without code. _[ 01 ]_ ### Fields and instructions Choose text, number, date and selection fields, with photos, attachments and signatures where supported. Add a label and instructions to each field. _Illustration: Skedulo Form Builder, Build tab: a palette of the twelve component kinds - Text, Number, Decimal, Date, Time, Toggle, Drop-down, Multi-select, Read-only, Image, Attachment and Signature - beside page 2 of the Site checklist, Hazards and PPE. Text is picked up and dropped between Permit to work and Permit expiry, opening as a selected component whose label types in as Permit number and whose instruction types in as As printed on the signed permit_ _[ 02 ]_ ### Form visibility Set job-type rules for job forms and resource-category rules for global forms. _Illustration: Skedulo Form Builder, Settings tab, for the Site checklist: Form type with Job form chosen over Global form; Job types as chips, Inspection with Fire safety audit added; Resource categories as chips, Inspector with Senior Technician added, so only resources in these categories see it. At the foot: Gloria Benitez, a Senior Technician, sees it on JOB-4803_ _[ 03 ]_ ### Conditional questions Answers determine which fields appear next. Combine conditions with AND or OR to match the process. _Illustration: Skedulo Form Builder, page 5 of 5, Sign-off: under the Overall outcome drop-down, a display rule - show these fields when Overall outcome is Pass with actions, or Site condition is Restricted - with a switch between AND and OR that flips to OR, and the line under it reading Shown when either answer matches. Indented under the rule, the fields it shows: Follow-up reason, Return by, and Photo of the issue, which drops in_ _[ 04 ]_ ### Required fields and validation Make essential fields required and use validation rules to check entries. Barcode scanning captures identifiers without manual entry. _Illustration: Skedulo Form Builder properties for Asset identifier, a text component on page 3, Asset and equipment inspection: Required switches on, then Barcode scanning; the validation rule is Matches pattern AST-####. In the test well a short tag, AST-115, is typed and the rule answers in red - Enter a tag like AST-1152 - and the last digit clears it: Matches AST-####_ _[ 05 ]_ ### Completion settings A form can be required before a job is marked complete. Choose one submission that can be updated, or multiple submissions over the course of the work. _Illustration: Skedulo Form Builder, Settings tab, completion for the Site checklist: Required to complete the job switches on and an amber note lands under it - JOB-4803 cannot be completed until the Site checklist is submitted. Submissions moves from Multiple submissions to One submission, where teams review and update the same one, and the line under it becomes: on JOB-4803, reopening the checklist updates its one submission_ _[ 06 ]_ ### Review and release Draft, Validated and Installed states control when a form becomes available to mobile teams. _Illustration: Skedulo Form Builder, Review tab: version 3 of the Site checklist moves through Draft, Validated and Installed. Validate checks 5 pages and 3 display rules and finds no issues, Dana Pruitt and 10:52 AM land on the Validated step, then Install makes it live for mobile teams and the header turns Installed. Under the track, what changed in version 3: the permit number, Fire safety audit jobs, the follow-up rule, the AST-#### check and the completion requirement_ ## Use your AI tools to build forms and extensions. - Claude - OpenAI - Grok - Microsoft Copilot - Cursor _Use cases_ ## Inspections, visits and shift handovers. ### Site and asset inspections When a check fails, the form can ask for issue details and a photo before submission. Condition and readings remain part of the inspection record. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Service completion and signoff A closeout form records the resolution, evidence and customer signoff. It can also capture why a return visit is needed and when it should happen. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the customer signature line fills with Helen Pryor's signature, signed at 3:24 PM_ ### Installation and commissioning Equipment readings sit alongside checks, milestones and signoff. An out-of-range reading can bring up additional questions and evidence requirements. _Illustration: Skedulo mobile installation form card: Unit secured on the roof curb is ticked, then the supply air temperature reading is typed in at 64°F against an acceptable range of 52°F to 58°F and marked High in rose, and a dashed section opens under it - Likely cause, chosen as Low refrigerant charge, and a Gauge photo field that takes its requirement: its empty tile turns rose and reads Required to complete_ ### Safety and pre-start checks When a critical hazard is recorded, the form can display required controls and require a response before completion. Pre-start instructions remain part of the checklist. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start_ ### Care and home visits During a visit, record notes against the required steps. If you record an exception, the form can show approved escalation instructions and ask what follow-up is needed. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Shift handovers and readiness Record completed checks and unresolved issues for the following shift, including their status and the person responsible for follow-up. _Illustration: Skedulo mobile shift handover form card: Ward B rounds at 9:30pm and the Bay 3 call bell replaced are ticked done, Oxygen cylinder low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ _Mobile extensions_ ## Build custom pages in Mobile. A mobile extension can combine related records and actions on a custom page. Build it on our Pulse Platform for processes such as inspecting several assets at one site or recording parts used on a job. ### Parts, materials and equipment Build a page to search a catalog and add line items with quantities. It can attach evidence and update related job records. _Illustration: Skedulo mobile Parts and materials page on an iPhone for JOB-4830, filter change and coil clean: MERV 13 is typed into the catalog search and three filters come up with prices and van stock; one is added and its quantity stepped from one to four, $154.00, beside two cans of coil cleaner at $28.50; a photo of the old filters goes on the line, and Save shows Saved to JOB-4830: 2 line items, $182.50 in parts_ ### Multi-asset inspections An inspection can bring together the site's asset records, grouped by floor or area. Record defects and annotate images against the asset while tracking progress. _Illustration: Skedulo mobile Site assets page on an iPhone for JOB-4803 at 1160 Pioneer Way: 7 of 12 inspected, floors as tabs with their counts, Level 3's assets listed; the isolator AST-1152 is opened, a ring is drawn round the valve in its photo and labelled Isolator seized, Fail is tapped and the defect typed - does not latch in the off position - then Save returns to the list with the row marked FAIL and 8 of 12 inspected_ ### On-site payments Build a custom page to display an approved invoice or amount due and open a payment flow such as Stripe-hosted checkout. Returning payment status to the job requires the appropriate integration. _Illustration: Skedulo mobile payment card for invoice INV-20831, approved, $331.25 due; Pay now opens a secure Stripe-hosted checkout, the payment comes back paid by card ending 4242 at 12:31 PM, and the payment status on JOB-4830 turns from Due to Paid_ ### Time, expenses and allowances Create a page for entries with categories and receipts, with totals to review before submission. _Illustration: Skedulo mobile time and expenses card for Gloria Benitez, Wed 13 Aug, in draft: work time 7.25 hours over 5 jobs, a mileage allowance of 24.6 miles at $0.70 a mile, $17.22; a $12.00 parking expense is added and its receipt attached, the expenses and allowances total goes to $29.22, and Submit for approval sends it at 5:42 PM, the record marked Submitted_ ### Actions from the job Add actions to call a contact, send an SMS or email, open directions, view a related record or create follow-up work. _Illustration: Skedulo mobile actions card for JOB-4821, water changeover service at Pioneer Health Systems: Helen Pryor, Facilities Manager, with call, SMS and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 in its place without leaving the job_ _Mobile AI_ ## Fill in forms by voice or text. Mobile AI uses a spoken or typed update and the job's context to help fill the existing form. ### Voice or text Speak an update or type it into Mobile. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a service report for a water changeover at Pioneer Health Systems, a Mobile AI box at the top. The technician holds the mic, the level meter moves and her words stream in: pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. She lets go and the form fills, a phrase to a field: test pressure 62 PSI in range, the strainer item ticked, and Helen Pryor as signed off by, each with a small AI mark. A Voice or Text switch shows it could be typed_ ### Your configured forms Mobile AI works with the checklist and required fields already set up for the job. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report with the technician's update already in its Mobile AI box - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Each phrase lights in turn and fills its own field in the form that is already there: test pressure 62 PSI, in range, then the strainer item on the checklist, then Helen Pryor as signed off by, each with a small AI mark, while the count runs to 3 fields filled_ ### Job context Mobile AI uses the job, checklist and safety information available for that worker. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report whose Mobile AI box holds the update - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off - over three chips, JOB-4821, Checklist and Site safety notes, which light one by one. Then the fields fill, each saying what it was grounded in: 62 PSI within the 80 PSI test limit in the site safety notes, the strainer matched to the item on the job's checklist, and Helen Pryor as the site contact on JOB-4821_ _Analytics_ ## Report on form responses. Use connected reporting to review completed forms, failed checks and corrective work. Available measures depend on the captured data and reporting setup. [Explore Analytics](https://www.skedulo.com/product/analytics/) ### Completion rates Report on completed forms against the expected total. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing_ ### Failed checks Review failed checks by form and team. _Illustration: Analytics tile: 24 failed checks this week, down 6 on last week, as a rose bar per form - site inspection 9, pre-start 7 and the other forms 8 - and one more failed pre-start check landing_ ### Open corrective actions See who owns each action and how long it has been open. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes_ ### Form completion time Measure the time between opening and submitting a form. _Illustration: Analytics tile: 17 minutes median from opening a form to submitting it, down 2 minutes, as two lines Monday to Friday - site inspections in blue falling from 23 to 18 minutes, pre-starts in purple holding near 12 - the site inspection line's last point dropping from 20 to 18_ _Mobile_ ## Offline work and app preferences. ### Offline changes Job changes stay on the device while it is offline. They remain pending until they sync when the connection returns. ### Accessibility Mobile includes larger text, clear labels and accessible controls. ### Localization Use the core app in English or Spanish, with additional languages accommodated through language packs. The app follows device language, date and time settings. ### Dark mode Use a dark display theme in Mobile. ## Customer stories. ### 23,000+ — inspections scheduled annually > “We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors.” > > — [ECL Group](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ### 90% — reduction in manual scheduling processes > “It was a very smooth and easy transition. With Skedulo, you hit dispatch on the job and that's it!” > > — [Tyrrells](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) _Products and solutions_ ## Related products and use cases. ### Products - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Field](https://www.skedulo.com/product/field-scheduling/) - [Shift](https://www.skedulo.com/product/shift-scheduling/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## Frequently Asked Questions ### What can I do with Forms & Checklists? Build forms for teams to complete in Mobile, with required steps and fields for the details or evidence you need. Forms can be made available by job type or team, and responses can support follow-up. ### What can I use digital checklists for? Common uses include inspections, safety pre-starts, installations, service completion and shift handovers. Teams complete the checklist in Mobile, where required fields and validation can flag missing or invalid entries before submission. ### How do I build a form? Form Builder in the Skedulo web app provides configurable fields and instructions. Supported components include text, numbers, dates, selections, images, attachments and signatures. Set requirements for completion and use job types or resource categories to control form availability. ### Can an answer change which fields appear? Yes. Conditional display supports text, text-area, toggle and drop-down responses. Combine conditions with AND or OR to determine which fields appear. ### What information and evidence can a form capture? Supported options include photos, files, signatures with a full-name field, and scanned barcodes with validation. Configure required fields and require the relevant form before job completion. ### Can I describe the form instead of starting from scratch? Yes. Tell Forge what the form needs to cover. It can draft the fields, instructions and conditional logic for your team to review and test before release. ### When should I build a mobile extension? Build an extension for a process that needs custom pages or logic, such as working with several related records. Our Pulse Platform supports these experiences in Mobile, in the context of the job or worker. ### How is this different from a standalone forms app? Forms use the work and workforce records in our Pulse Platform. You can build related mobile experiences and use the captured information in connected reporting and follow-up, rather than managing the form as a separate process. ## See Forms & Checklists in action. Talk with us about the forms your team uses and what you would like to change. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Mobile App](https://www.skedulo.com/product/mobile/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/" type: "page" title: "Healthcare & Human Services Scheduling Software | Skedulo" description: "Schedule care visits and rostered shifts on one platform. Match staff on credentials, continuity and travel, and keep care records current on mobile." --- # Care visits and shifts, with continuity in mind. Plan services around recorded qualifications, availability and established care relationships. Coordinate home visits and rostered shifts, with travel and service requirements in the same plan. [Book a Demo](https://www.skedulo.com/book-a-demo/) Explore Care & Support Services ![Occupational therapist visiting an older client in her living room](https://assets.skedulo.com/uploads/hub-heroes/hub-healthcare-human-services-hero-photo-v1.webp) ## Trusted by healthcare and human services teams. - American Red Cross - Kaiser Permanente - CPL - Choice, Passion, Life - Sunnyfield - 3Bridges - total care by Access - BB Imaging - Bluecrest _Tempo in healthcare_ ## Work through staffing and visits with Tempo. Ask Tempo about staffing, review visit assignments and prepare schedule changes with coordinators. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a clinic opening from its issue: Gloria Benitez's start of care home visit runs long, and the Birch St flu clinic she leads opens at 1:00 PM with 40 patients booked. The issue lands in red on a blank screen and becomes the task's header; Tempo reads her visit, the float pool and the clinic list, and the context panel opens on her afternoon and the uncovered clinic. Tempo weighs three nurses by arrival, picks Amira Ben Youssef from the float pool, offers her the opening by app message and, once she accepts, puts her on the clinic and tells Gloria to finish her visit_ _Coordination challenges_ ## An available worker isn't the only consideration. A replacement may need a particular qualification, time to travel and an established relationship with the person receiving support. Coordinators need those details alongside availability. ### Staffing gaps See open shifts and review available staff against recorded role and credential requirements. Send offers to eligible staff and track responses. _Illustration: Skedulo shift scheduling card tracking an open-shift offer: Sat 8 Mar, Ward B - Southbank, a 2pm - 10pm afternoon shift for a Registered Nurse, unassigned and Under offer. The rule line reads Targeted - 4 eligible, first to accept, to Ward B RNs and the on-call agency RN; three nurses answer - Carol Ng seen, Gloria Benitez declined. Expand offer turns it to Broadcast - 9 eligible, widened to agency RNs and Ward A RNs; Bridget Hanley accepts, Allocate puts her on the shift, the pill turns Allocated and a green line says 8 others were notified_ ### Visit changes & travel Review the remaining visits and travel when an appointment changes. Adjust the schedule and send updated arrival information to the people affected. _Illustration: A thread lifted out of the Skedulo mobile app: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up - asks to shift the 2pm, with 3 replies under it; then Mark Doherty at 9:44 AM: Done. Window is now 2:40 - 4:10, and a green Schedule updated_ ### Qualifications & continuity Use service requirements, recorded credentials, location, availability, and established care or support relationships when planning assignments. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 1.9 miles from #4830, then Doug Lindqvist at 81, 26 minutes added and crossing territory, and Bridget Hanley at 64, 38 minutes added with her shift ending at 3:30 PM_ ### Mobile service records Staff can record service notes, time, status and follow-up needs using forms and checklists on Mobile. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Connected systems Use configured integrations and workflows to share scheduling, time, and service updates with your clinical, case management, payroll, or reporting systems. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing left to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _How care and support work is coordinated_ ## The care and support scheduling workflow. _[ 01 ]_ ### Referrals & service requests Bring a referral, appointment, collection booking, shift requirement, or case task into the scheduling process. _Illustration: Skedulo card for Epic, a custom integration: its E monogram in purple, Connected, 2 data flows. A care team assignment in Epic, Carol Ng for home health, syncs in real time and becomes visit VISIT-4879 in Skedulo, Thu 14 Aug at 10:00 AM. Then the booked visit goes back to Epic as the appointment, 1 synced in 0.7 seconds._ _[ 02 ]_ ### Visit & shift requirements Identify the service, location, timing, and staffing requirements for a visit, shift, clinic session, or other service task. _Illustration: Skedulo visit details panel for JOB-4821, Physio follow-up, mobility, Wed 13 Aug, 2:00 - 3:30 PM, with the clinician's photo and En route: Details open - type Routine care, the description Review exercises, assess stairs transfer, update the care plan, urgency Normal and the account Pioneer Health Systems - with Resources and Tasks folded below_ _[ 03 ]_ ### Staff allocation Plan assignments using recorded skills and credentials, availability, travel, service priorities, and established care or support relationships. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each clinician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ _[ 04 ]_ ### Mobile assignments & records Staff can review schedules, visit details and messages, then record progress and follow-up needs through Mobile forms. _Illustration: Skedulo mobile Today card for a 2pm - 10pm shift at Ward B - Southbank, starting in 4 minutes: a blue notice that you are close enough to start your shift, a map of the clinic with the worker's dot beside the pin, and a green Start shift button_ _[ 05 ]_ ### Schedule communications Share schedule changes and service updates with the staff and contacts involved, following your communication and privacy rules. _Illustration: Skedulo Publish complete dialog: a green notice, Published 56 shifts, everyone on the roster has been notified, and under Notices the three things the publish settled, each with View - Sat 1, 2 unassigned morning shifts still open; Mon 3, double-booking resolved before publish; Fri 7, Gloria Benitez is on leave and cover is confirmed - then Ok_ _[ 06 ]_ ### Service data exchange Use configured integrations to send status updates, recorded time, and service information to the relevant clinical, case management, payroll, billing, and reporting systems. _Illustration: A Skedulo card of approved time for 1 - 7 Mar: at the top a lock tile, 97 records, 800 h, approved and locked Fri 7 Mar; a thin line runs down from it and branches into three systems under it, each with a tile, a name, what it takes and its sync status - Payroll, 800 h and $64,020; HRIS, hours and leave; Finance, labour cost for Ward B - each with a green Synced pill, the branches traced in blue, and on the card's floor a green line: Shared with 3 systems, 5:04 pm_ _Explore services_ ## Healthcare and human services, by service line. ### Home & Community Care Schedule home visits around staff availability, travel, and established care relationships. Give mobile teams visit details and forms to record their work. [Explore](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) ### Residential Aged Care Build staff rosters, manage open shifts, and schedule resident services and required operational tasks. [Explore](https://www.skedulo.com/industries/healthcare-human-services/residential-aged-care/) ### Disability & Supported Living Coordinate recurring support, staff rosters, and community visits around individual schedules and established support relationships. [Explore](https://www.skedulo.com/industries/healthcare-human-services/disability-supported-living/) ### NDIS Roster SIL shifts, in-home supports and community access around participant routines, with participant details and records on mobile. [Explore](https://www.skedulo.com/industries/ndis/) ### Mental Health & Addiction Services Coordinate appointments, outreach visits, program staffing, and follow-up tasks across mental health and addiction services. [Explore](https://www.skedulo.com/industries/healthcare-human-services/mental-health-addiction-services/) ### Behavioral Health Schedule recurring sessions, intake appointments, and group programs, including applied behavior analysis (ABA) services. Coordinate staff assignments and follow-up tasks. [Explore](https://www.skedulo.com/industries/healthcare-human-services/behavioral-health/) ### Child, Youth & Family Services Schedule caseworker visits, family support appointments, and program staffing. Assign follow-up tasks and track their progress. [Explore](https://www.skedulo.com/industries/healthcare-human-services/child-youth-family-services/) ### Community Nursing & Allied Health Schedule nursing and allied health visits around clinician availability, skills, travel, and established care relationships. Coordinate follow-up visits across caseloads. [Explore](https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/) ### Blood, Plasma & Laboratory Collection Coordinate donor appointments, collection sessions, and mobile collection teams. Schedule staff and visits around collection capacity. [Explore](https://www.skedulo.com/industries/healthcare-human-services/blood-plasma-laboratory-collection/) ### Hospitals & Health Systems Coordinate rostered shifts, staff redeployment, and internal service tasks across hospital teams and sites. [Explore](https://www.skedulo.com/industries/healthcare-human-services/hospitals-health-systems/) ### Medical Device & Pharmaceutical Schedule field specialists for healthcare provider visits and clinical education sessions. Give teams visit details and forms to document their work. [Explore](https://www.skedulo.com/industries/healthcare-human-services/medical-device-pharmaceutical/) _Pulse Platform_ ## Build care operations on our Pulse Platform. Your services may share staff but need different processes. Build those processes on our Pulse Platform, using the work and people records already there. ### System of record Add fields or related objects for service programs, locations, referral details, and more, alongside existing work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Build workflows for service-request review, assignment and notifications, using the records and rules your coordinators work with. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your care and support operations to clinical, case management, HR, payroll, and other enterprise systems. Use integrations and APIs to bring workforce and service data into Skedulo and share schedules, approved time, and operational updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Build role-specific views of the operational records, with access appropriate to each team. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent visits, shifts, staff, and their service relationships in a shared model for applications and workflows. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Support for your coordinators and teams_ ## Staffing gaps and affected visits, in one view. Coordinators can review available staff, visit progress and service requirements before revising the schedule and informing the people affected. - **Changes & replacements** — Review available staff and affected visits when someone is absent, an appointment is canceled, or a new visit is needed. - **Qualified capacity** — Consider available hours, travel, recorded credentials, and overtime when assigning visits and shifts. - **Current service records** — Forms, notes, time and status recorded during a visit or shift are available for review and follow-up. - **Service communications** — Keep staff, patients, clients, donors, and managers updated from schedule context. _Illustration: Skedulo change request queue for Ward B, 1 - 7 Mar: three requests in four columns - who, change, policy, action. Doug Lindqvist, Reassign by Jen Alvarez, Mon 3 6am - 2pm to 2pm - 10pm, Warn +$46 OT - 38h, Request approval; Gloria Benitez, Swap with Carol Ng, Tue 4 morning for the afternoon, Pass, Approved; Carol Ng, Cover, unavailable, Wed 5 6am - 2pm to the eligible pool, Pass, Approved. The foot is a green line: 2 approved, Gloria and Carol notified_ ## More of the day goes back to care. - **Before** - Staffing gaps handled with scattered calls and spreadsheets. - Visit and shift records kept separately. - **With Skedulo** - One shared plan for visits and shifts. - Faster, qualified coverage decisions. - **Outcome** - Coordinator time reduction. - Fewer patient and client no-shows. > We also text the families a reminder before the appointment, and again when the clinician is on the way. > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare - **84%** — reduction in patient no-shows within one quarter [Read Story](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) _Explore further_ ## Explore Skedulo by product, industry, and use case. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) ### Roles - [Care Coordinators](https://www.skedulo.com/solutions/care-coordinators/) - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) ### Guides & Articles - [Healthcare technology and care delivery](https://www.skedulo.com/learn/future-healthcare/) - [Mobile workforce management for healthcare](https://www.skedulo.com/blog/healthcare-scheduling-mobile-workforce-management/) ## Frequently Asked Questions ### How does Skedulo support healthcare workforce scheduling? Plan home visits, clinic sessions, outreach, and rostered shifts using recorded requirements, availability, and travel. Staff receive the relevant details and forms on mobile, and coordinators can work through assignment changes with Tempo. ### Can Skedulo schedule both home visits and rostered shifts? Yes. Skedulo supports visit scheduling and shift rostering on one platform, so organizations can plan mobile teams and staff at residential, clinic or other service locations together. That matters for providers who run home care alongside residential or program rosters and draw on the same staff for both. ### How do credentials, continuity and travel affect who gets assigned? Assignments can account for recorded qualifications, established care or support relationships, availability, and travel. Your organization maintains the records and sets suitability requirements; scheduling does not establish clinical authorization. ### Does Skedulo replace our EHR or case management system? No. Skedulo is the scheduling and frontline operations layer, and it connects to EHR or EMR, case management, HR, payroll, billing and reporting systems through integrations and APIs. Clinical and client records stay in your system of record, while schedules, mobile work records and recorded time move through Skedulo, with the data exchanged set by the integration configured for your implementation. ### Is Skedulo HIPAA compliant? Skedulo operates as a business associate under HIPAA and runs a formal privacy and security program with technical, physical and administrative safeguards. Its current SOC 2 Type II report and HIPAA/HITECH validated assessment report are available to customers and prospective customers under NDA. How your organization configures and uses the platform also shapes compliance. ### How is Skedulo different from a general employee scheduling app? Skedulo plans visits with travel as well as shifts at a service location. It can account for recorded credentials and established care relationships, then connect the assignment to mobile forms and follow-up. ## See how Skedulo fits your care and support services. Talk with us about your care and support operations. [Book a Demo](https://www.skedulo.com/book-a-demo/) Explore Care & Support Services --- --- url: "https://www.skedulo.com/industries/home-services/" type: "page" title: "Home Services Scheduling Software for Contractors | Skedulo" description: "Schedule home service technicians and crews by skill, travel and appointment window, fit urgent jobs into full days, and keep customers updated." --- # Keep home service appointments on track. Schedule repairs, recurring visits and installations around technician skills, travel and customer availability. Keep crews and customers updated when plans change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician walking from van to front door with tool case](https://assets.skedulo.com/uploads/hub-heroes/hub-home-services-hero-photo-v1.webp) ## Trusted by teams delivering service every day. - American Red Cross - Mainmark - DHL - AWP Safety - Vision Australia - Vivint _Tempo_ ## Tempo, alongside your dispatch team. Ask Tempo about waiting jobs, review options for a schedule change or work through a return visit with your dispatch team. Available records, actions and approvals depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a no-heat emergency from its issue: on a winter evening Denise Albright's gas furnace at 1452 S Ogden St clicks but won't light, with 58° in the house, 14° outside and a baby at home. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the call, tonight's on-call technicians and her furnace record, and the context panel opens on the house's map and the furnace. Tempo picks Doug Lindqvist, second on call and licensed for gas; once the dispatcher starts the plan it sends him, texts Denise his 7:05 PM arrival and checks his van has an igniter_ _Why this is hard_ ## An emergency call changes more than one appointment. Reassigning a technician also changes travel, customer arrival times and the work still booked for that day. Dispatch needs to see those consequences before committing to a new plan. ### Urgent repairs An emergency repair needs a qualified technician, but the available crew may already have customers expecting them elsewhere. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with its three technicians along the foot - and a rose exception across it: Scheduling overlap, Andre is on job #4807 until 11:30 AM, so the full day leaves no room to start it as booked._ ### Travel between jobs Two technicians can have the same number of appointments and very different workloads once travel is included. _Illustration: Skedulo Analytics tile: 80% of the working day spent on the job across three regions, down 2 points, with one bar per region split into on-job, travel and idle time. North reads 78% on the job and 18% traveling, its travel segment warming to a strong amber; Central reads 79% and 13%, South 83% and 12%. Key: on job, travel, idle._ ### Multi-visit installations Each stage depends on the previous work, material deliveries and the availability of the crew and customer. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the homeowner signature line fills with Helen Pryor's signature, signed at 3:24 PM._ ### Customer updates A revised schedule also needs a revised arrival time for the customer. Dispatch needs to manage both when appointments move. _Illustration: Analytics tile: 95% of today's 146 appointments on time, up 2 points, as one bar in three tones with the counts under it - 138 on time in green, 6 at risk in amber, 2 missed in rose - and an at-risk appointment arriving on time_ ### Billing and service records Job records need enough detail for invoices and warranty claims, including time worked, parts used and completed repairs. _Illustration: Skedulo mobile time and expenses card for Gloria Benitez, Wed 13 Aug, in draft: work time 7.25 hours over 5 jobs, a mileage allowance of 24.6 miles at $0.70 a mile, $17.22; a $12.00 parking expense is added and its receipt attached, the expenses and allowances total goes to $29.22, and Submit for approval sends it at 5:42 PM, the record marked Submitted_ _How it runs_ ## Home service operations, from booking to billing. _[ 01 ]_ ### Bookings and service requests Capture the service required, urgency, property address and customer's appointment window. _Illustration: Skedulo job details panel for JOB-4821, a water changeover service on Wed 13 Aug, 2:00 - 3:30 PM, its technician en route: under Details the type, Maintenance; the description, water changeover and coil clean, unit 2; the urgency, Normal; and the account it is for, with Resources and Tasks folded below._ _[ 02 ]_ ### Job readiness Confirm skills and licenses, parts availability, site access and any preparation required from the customer. _Illustration: Skedulo job details panel for JOB-4821, a water changeover service on Wed 13 Aug, 2:00 - 3:30 PM, open on its crew requirement: 3 allocated against the crew the job needs - Aaron Feldman, team leader, confirmed, and Gloria Benitez, dispatched, each with safety training complete; Andre Bassett, confirmed, flagged in rose: safety training not completed - checked before the visit goes ahead, the panel running on below._ _[ 03 ]_ ### Scheduling and dispatch Assign technicians or crews around availability, travel time and the appointments already booked. _Illustration: Skedulo best-match card for JOB-4821, a water changeover service on Wed 13 Aug at 2:00 PM, standing on a map of Denver over Gloria Benitez's day: her real drive in blue, the open job pinned, and the insertion into her route dashed in at +10 min and 3.3 mi. Gloria ranks first at 96 - HVAC service, EWP licence, free 1:30 - 4:30 PM, 1.9 mi from her last job - ahead of Doug Lindqvist at 81 and Bridget Hanley at 64, with Assign Gloria ready._ _[ 04 ]_ ### Work in the field Technicians can open customer and site details, follow instructions and complete forms and checklists in Skedulo Mobile. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third, showing a field technician's agenda for Wednesday 13 August: the week strip, a map of the afternoon with numbered stops, and the jobs on a numbered rail with the drive between them. The water changeover at 123 Birch St is opened: its page shows the site on a map, In progress, its tasks; the site contact sign-off is ticked and Complete turns it into Job complete at 3:28pm. Back on the agenda the job shows Complete and the next job, 27 min and 3.3 mi away, is next_ _[ 05 ]_ ### Customer communication Send booking confirmations, arrival updates and completion messages, including revised timing when a visit is delayed. _Illustration: An iPhone showing Larkfield Heating & Air's own visit page in its browser, on a pale blue ground: Your tune-up today, Thu 14 Aug, 10 AM - 12 PM, JOB-4892. At 10:12 the steps move from Confirmed to On the way and the card turns from Doug is getting ready to Doug is on his way, arriving about 10:30 AM, 18 minutes away, with Doug L.'s photo, NATE-certified, 9 years with Larkfield; then Before Doug arrives: leave the side gate unlocked, clear a path to the furnace._ _[ 06 ]_ ### Billing and follow-up Share completed visit records with billing, payroll, warranty and reporting systems through configured integrations. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _The segments_ ## Home services, by service line. ### HVAC, Electrical & Plumbing Schedule licensed technicians for planned visits and urgent repairs, with travel time and customer appointment windows in view. - Match repairs to technician licenses, availability, and location. - Compare travel time and billable hours before reassigning. - Check the impact on existing appointment windows. [Explore](https://www.skedulo.com/industries/home-services/hvac-electrical-plumbing/) ### Appliance Repair & Handyman Services Plan repairs around the appliance or property, required parts and technician skills. - Confirm the repair details and required parts before the visit. - Flag missing information or parts before assigning the job. - Track repeat-visit rates by technician and job type over time. [Explore](https://www.skedulo.com/industries/home-services/appliance-repair-handyman-services/) ### Cleaning, Pest & Property Care Plan recurring cleaning, pest control and property visits around service frequency, location and customer availability. - Group nearby recurring visits to reduce travel between stops. - Replan visits when weather or staff availability changes. - Check customer appointment windows before moving a stop. [Explore](https://www.skedulo.com/industries/home-services/cleaning-pest-property-care/) ### Home Installation & Renovation Services Coordinate crews and customer appointments across the stages of an installation or renovation. - Coordinate crews across each stage of the project. - Confirm materials and customer readiness before each visit. - Review recorded project progress and outstanding work. [Explore](https://www.skedulo.com/industries/home-services/home-installation-renovation-services/) _Pulse Platform_ ## Build your service operation on the Pulse Platform. Your service plans, property records and approval processes don't have to fit a fixed template. Extend the Pulse Platform with additional fields and objects, build customer-facing experiences and connect to your existing billing and CRM systems. ### System of record Add fields or related objects for appliances, properties, service plans, and more, alongside Skedulo's work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Configure what happens after an incomplete repair, such as a review task, customer update or follow-up job. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Use integrations and APIs to exchange customer, workforce and job data with CRM, billing, payroll and other systems. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Customer-facing experiences Build pages where customers can request a visit or check its status, using the services and records you define. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Connect visits and technicians to properties, appliances, service plans and more in the same operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Reduce travel and avoidable return visits. Group nearby jobs and check the parts, access and skills each visit requires before assigning a technician. Account for travel time and the appointments already promised when fitting in another repair. - **Less manual dispatch work** — Manage assignments and customer updates alongside the schedule, reducing the need to reconcile separate calls and spreadsheets. - **Realistic appointment windows** — Assess travel time and later appointments before committing to a reassignment. - **Better-prepared visits** — Confirm job requirements, parts and site access before assignment to reduce avoidable return trips. - **Shorter journeys between jobs** — Group nearby visits while accounting for job duration, technician capacity, and customer appointment windows. _Illustration: Skedulo web app window on a hatched ground. An Analytics chart shows the North region's travel per job week by week: flat at 37 to 38 minutes for four weeks, then climbing to 46 in the week ending 13 Aug, up 23%, the gap above the earlier level filling amber. Below it, the Mastermind optimization recipe Improve routing and utilization: Minimize travel is dragged from Medium to High beside Keep promised windows (High) and Balance workload (Medium). Then the next schedule lands: travel per job 39 minutes, down 15%, utilization 82%, up 4 points, and Apply lights._ _Mobile Frontline_ ## Job details and service records, on mobile. Technicians can review customer details and instructions before a visit, then complete checklists, take photos and record parts used and the customer's signature as they work. _Illustration: Skedulo mobile app on an iPhone, the phone cut off at its lower third: the job details for a water changeover service opening on a map of the site, a pin on 1160 Pioneer Way, Denver, then the job in progress, its address, the forms on the job and its tasks - then the Service report row is tapped and the report slides in on step 2 of 3, Tests and readings: pressure test and flow rate already ticked, strainer and isolation valves tick in turn, and the supply water temperature is recorded at 44 F, in range_ ## How customers put Skedulo to work. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Explore further_ ## Explore more ways to support your service teams. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Use Cases - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Installation](https://www.skedulo.com/use-cases/installation/) ### Roles - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Planning preventive maintenance](https://www.skedulo.com/learn/preventive-maintenance/) - [Adapting to new home service expectations](https://www.skedulo.com/blog/how-home-services-providers-adapt-to-new-expectations/) ## Frequently Asked Questions ### What is home services scheduling software? Home services scheduling software plans repairs, recurring visits and installations around technician skills, travel and appointment windows. Skedulo also gives technicians mobile access to job records and connects completed work to billing and other business systems through configured integrations. ### Can Skedulo fit urgent jobs into days already full of recurring routes? Yes. Dispatchers can review qualified technicians, travel, and booked appointment windows before reallocating work. When visits need to move, they can prepare the revised schedule and customer updates. ### Can technicians keep working in the app when a job site has no signal? Yes, for supported offline functions. Updates are saved on the device and sync when the connection returns. Technicians can see which changes are pending and which have synced. Messaging still requires a connection. ### Can Skedulo schedule recurring service plans and one-off repairs on the same calendar? Yes. Schedulers can set up a recurring schedule for visits that repeat daily, weekly, monthly or yearly, with up to 365 work items in one series. Those visits sit on the same schedule as one-off repairs and installs, so dispatchers see each technician's full load before adding urgent work. ### Where does completed work go for billing and payroll? Skedulo sends completed job details to your CRM, billing, payroll, warranty and reporting systems through integrations and APIs. Depending on the integration, that can include time worked, parts used, job status, completed forms and follow-up needs. Skedulo connects to the billing system you already run rather than replacing it, so invoices are raised there. ### When does a home service business need an enterprise platform? An enterprise platform is useful when you need different booking processes, additional records or workflows across service lines. The Pulse Platform lets you add fields and objects for properties, appliances, service plans and more, build processes around them and connect to your existing systems. ## See Skedulo for home services. See how your team could schedule visits, record work on mobile and connect customer and service records. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/use-cases/field-service/" type: "page" title: "Field Technician Scheduling for Service Teams | Skedulo" description: "Schedule and dispatch field technicians with the job details, skills and service windows attached, and replan fast when the day changes." --- # Field service scheduling, with the whole job in view. Plan repairs, installations and recurring service around technician skills, travel and customer commitments. Dispatch has the schedule; technicians have the job details and forms on Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Field crew working on a solar installation](https://assets.skedulo.com/assets/design/skedulo-design-system/ui/hero-var-pixel-photo-1600.jpg) ## Trusted by teams delivering service in the field. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Managers, dispatchers and technicians working from one plan. A missed service window changes the work for managers, dispatchers and technicians. The shared job record connects progress reported from site with changes made in dispatch. _Runs the operation_ ### Field service manager Compare incoming jobs with available capacity and see where work is waiting. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker checking a smartphone beside a van](https://assets.skedulo.com/uploads/photo-library/home-services/appliance-repair-handyman-services/arh-10-a.webp) _Plans the work_ ### Dispatcher See which jobs are ready, which need an assignment and which service windows are at risk. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map and schedule on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### Service technician Check customer and site details, service windows and directions on Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician checking a split-system filter from a stepladder](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-01-b.webp) _One Field Operation_ ## Urgent repairs. Planned projects. Recurring service. Manage them in the same schedule, with different requirements for each job. An emergency repair, a crew installation and a monthly inspection don't need the same plan. ### Reactive service Dispatch qualified technicians to urgent repairs with the fault details, location, customer information, and service deadline attached to the job. _Illustration: Skedulo best-match card for a water changeover service, Wed 13 Aug, 2:00 PM: Gloria Benitez ranked first with a 96 match on a pale green row - HVAC service, EWP licence, a gap from 1:30 to 4:30, 1.9 miles from her last job, ten minutes on her route - and Doug Lindqvist at 81 and Bridget Hanley at 64 below her, each with the extra travel and the fact that placed them lower, above Assign Gloria._ ### Planned work Plan installations and multi-step jobs around crew availability, equipment, site access, and the work that needs to happen first. _Illustration: Skedulo job card for a rooftop package unit install in the North region, with four skill tags, the site's building-clearance requirement, two empty slots for a team lead and a team member, and seven technicians along the foot. The Balanced Utilization recipe runs and finds 2 of 7 who match every requirement: the other five fade back, Aaron Feldman and Andre Bassett are ringed, and they fill the two slots._ ### Recurring service Schedule maintenance, inspections, and repeat visits around service intervals and the details each visit needs. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third, showing a field technician's agenda for Wednesday 13 August: the week strip, a map of the afternoon with numbered stops, and the jobs on a numbered rail with the drive between them. The water changeover is opened and completed; back on the agenda it shows Complete, and the quarterly site inspection, 27 min and 3.3 mi away, is next._ _Tempo_ ## Work through the dispatch queue with Tempo. Ask Tempo about waiting jobs, review changes and draft communications with your dispatch team. Tempo uses the relevant work records; available actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Job running late A visit is taking longer than planned. Work through the next appointments with Tempo and prepare the updates customers need. _Illustration: Skedulo Tempo working a late technician from its issue: travel tracking flags Gloria Benitez, whose drive to JOB-4821 at Pioneer Health Systems now arrives at 2:34 PM after a crash on Interstate 25, past the 2:00 - 2:30 PM window. The issue becomes the task's header; Tempo reads where she is, times routes and reads the job. The panel opens on her drive and the job's map, and Tempo picks Santa Fe Drive, 22 minutes sooner. Once the dispatcher starts the plan, Tempo sends Gloria the route, texts Helen Pryor and checks her 4:00 PM holds_ ### Worker calls out Use the open jobs and worker requirements to prepare replacement options with Tempo. _Illustration: Skedulo Tempo working a call-out beside the dispatcher: Doug Lindqvist is unavailable from 1:30 PM and JOB-4841, a thermostat and damper check, has no one on it. Tempo reads the absence, the job and who can cover, asks whether Dana Whitfield can take a later arrival, and puts forward reassigning JOB-4841 to Gloria Benitez, HVAC certified and 0.8 mi away, arriving 3:45 - 4:15 PM, its Context panel holding the absence, the job and the plan. Once accepted it checks her route, reassigns the job, texts Dana and closes with a session summary_ ### Route disruption Compare travel and appointment windows before resequencing the remaining work. _Illustration: Skedulo Tempo working a route disruption beside the dispatcher: Speer Blvd is closed and Aaron Feldman's leg to JOB-4853 grows from 15 to 50 minutes. Tempo re-times his remaining stops and compares two sequences, asks whether Tom Reyes can take a later visit, and puts forward swapping his last two stops - 12 minutes added instead of 35, both windows holding, its Context panel holding his travel, the next stop's map and the plan. Once accepted it swaps the jobs, texts Tom the new window, sends Aaron the route and closes with a session summary_ ### Urgent job arrives An urgent repair comes in. Check who could take it and which other appointments would need to move. _Illustration: Skedulo Tempo working an urgent job from its issue: Harvest Table's walk-in cooler is at 41 degrees and rising, and JOB-4861 needs someone who handles refrigerant on site by 3:20 PM. The issue lands in red and becomes the task's header; Tempo reads the job and the qualified technicians' afternoons. The panel opens on the cooler's readings; only Brooke Feeney, on call 8 minutes away, can make it if her routine filter change moves. Once the dispatcher starts the plan, Tempo moves it to Friday, sends Brooke and texts both customers_ _How it runs_ ## The field service lifecycle. _[ 01 ]_ ### Service requests Bring a customer request, case, or planned visit into a work order with the details needed to start planning. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: status New, created Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly site inspection, Account Pioneer Health Systems, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Job requirements Define the service window, duration, skills, site access, and completion requirements before scheduling. _Illustration: Skedulo time window card for job #4821 on a hatched ground, within SLA: on a 1 PM to 4 PM axis the job sits inside its window - start after 2:00 PM, end before 3:30 PM - and the SLA line reads respond within 4 hours, met by 1:06 PM._ _[ 03 ]_ ### Scheduling & allocation Match people and crews to the job, accounting for availability, travel, workload, and service windows. _Illustration: Skedulo best-match card standing on a map of the top technician's real route through Denver: Gloria Benitez first with a 96 match for the water changeover, Doug Lindqvist at 81 and Bridget Hanley at 64 below her, the open job pinned where it sits and the chosen insertion into her route dashed in, 10 minutes and 3.3 miles added._ _[ 04 ]_ ### Dispatch Send the job details to the worker and keep dispatch informed as work progresses. _Illustration: Skedulo job panel on a hatched ground for JOB-4821, a water changeover service, Wed 13 Aug, 2:00 - 3:30 PM, en route, open on Route information: 5.8 miles, arriving 2:42 PM, a 6-minute delay in heavy traffic, and the job's milestones - confirmed at 9:41 AM, en route at 2:10 PM with an SMS sent to the customer, then arrived on site, in progress and complete still to come._ _[ 05 ]_ ### Work on site Capture the required forms, photos, notes, and time while the worker is on the job. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of a quarterly site inspection, JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August._ _[ 06 ]_ ### Schedule changes When plans change at any stage, adjust affected jobs and keep workers and customers informed. _Illustration: Skedulo web messaging thread for today, on a hatched ground: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up, can we shift the 2pm? - with 3 replies; then Mark Doherty at 9:08 AM, updating the ETA and texting the customer now, Pioneer Health has been notified, marked Schedule updated._ _[ 07 ]_ ### Review & closure Approved job records can return to connected service, billing and reporting systems through your integrations. _Illustration: Skedulo card on a hatched ground for JOB-4803, completed Wed at 5:21 PM, and its work going out: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _Job readiness_ ## Job readiness, before the van leaves. A booked appointment can still be missing an access code or a customer response. Review those gaps alongside skills, duration and service requirements before dispatch. - **Ready to schedule** — Skills, duration, location, and service window give schedulers the details they need to assign the job. - **Needs attention** — See missing access details, customer responses, or prerequisites before dispatch. - **Ready to complete** — Workers can see the required tasks and completion evidence before they start. _Illustration: Skedulo job panel for JOB-4821, a water changeover service, Wed 13 Aug, 2:00 - 3:30 PM, the technician en route, open on Details: type Maintenance; description, water changeover and coil clean, unit 2; urgency Normal; account Pioneer Health Systems - with Resources and Tasks folded below._ _Scheduling & dispatch_ ## Skills, crews and travel in one schedule. ### Dispatch view See which jobs are ready, which need an assignment, and which service windows are at risk. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ ### Eligible workers Find eligible workers using skills, credentials, availability, location, and the rules for each job. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ ### Multi-person crews Coordinate the required roles and availability for jobs that need more than one worker. _Illustration: Skedulo crew card for job #4809, dispatched: the team, jointer CO-JT03, dispatched; the crew leader, Aaron Feldman, dispatched; and two members below, the people the job needs together._ ### Routes & appointment windows Balance travel, workload, and appointment windows when building the schedule. _Illustration: Skedulo schedule card for Wed 13 Aug: Gloria Benitez's afternoon from 1 to 5:30 PM, and JOB-4821 on her lane turns rose, at risk. Tempo's recommendation lands under it - Gloria is running late to JOB-4821, move it to 2:30 PM - and Mark Doherty approves it. Then Mastermind's recommendation lands: tomorrow's routes optimized, 51 minutes of travel cut for each technician._ ### Mobile assignments Job details, timing and location are available to the assigned worker in Mobile. _Illustration: Skedulo mobile actions card for JOB-4821, water changeover service at Pioneer Health Systems: Helen Pryor, Facilities Manager, with call, SMS and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 without leaving the job._ _Mobile_ ## A mobile workspace for the job. Technicians can check visit details, complete forms and report progress from Mobile. Dispatch can see those updates without waiting for an end-of-day report. - Customer and site contacts - Service windows, directions, and access details - Job scope and service history - Tasks, forms, and safety steps - Job progress and exception updates - Notes, photos, signatures, and time - Messages linked to the job _Illustration: Skedulo mobile app on an iPhone, the phone cut off at its lower third: the job details for a water changeover service opening on a map of the site, a pin on 1160 Pioneer Way, Denver, then the job in progress, its address, the forms on the job and its tasks - then the service report slides in on step 2 of 3, Tests and readings: pressure test and flow rate ticked, strainer and isolation valves tick in turn, and the supply water temperature is recorded at 44 F, in range._ _Completion_ ## A record of the service, not just a completed status. Completed tasks, readings, photos and time records document the visit. Unresolved issues stay visible for review and follow-up. ### Tasks & readings Record the required steps and readings for review. ### Photos & signatures Add photos, notes, and a signature when the job requires one. ### Time records Keep actual time and timestamps with the job record. ### Unresolved issues Record exceptions and the next steps needed after the visit. _Illustration: Skedulo mobile form card for the visit's record: arrival time, Wednesday 13 August at 4:05pm; the customer's name, Helen Pryor; overall outcome, Pass with Actions; and the access notes - signed in at reception and escorted to the plant room, the enclosure key collected on arrival and returned before leaving - kept for whoever attends next._ _Customers & recovery_ ## Customers shouldn't have to chase an update. ### Confirmations & reminders Send confirmations and reminders so customers know when to expect the visit. _Illustration: Skedulo's workflow New booking follow-up, Active, running for JOB-4892 on a hatched ground: Booked online from the company's booking page, then Text the confirmation, Send pre-visit questions (5 questions by text), Wait until the day before and Text the reminder - each step checking off in turn as the run goes from Wed 8:46 AM to Wed 5:00 PM, and the path reaching End._ ### Appointment status Share appointment status and next steps so customers can check the information they need. _Illustration: A phone showing Larkfield Heating & Air's visit page for Denise Albright's furnace tune-up: Doug is on his way, arriving about 10:30 AM, 18 minutes away. On a real map of south Denver his photo moves toward the house's pin as the minutes count down. Below: his card, Doug L., NATE-certified, 9 years with Larkfield; five steps from Booked to Complete; what to do before he arrives - leave the side gate unlocked. At 11:24 the page reads Your furnace passed its tune-up, $89.00 paid._ ### Reassignment options When a worker calls out or a job runs long, compare available options and see which appointments a change would affect. _Illustration: A slice of the Skedulo dispatch board on a hatched ground - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's belt check runs past its end, her 2:00 PM water changeover gets the rose overlap band, and the dispatcher drags just that card onto Doug Lindqvist, where it lands at 2:15 PM; a notice says the customer was sent the new window. Then Bridget Hanley calls out and her remaining job moves onto Aaron Feldman. Every other card stays where it is._ ### Schedule notifications Keep workers and customers informed when an assignment or appointment window changes. _Illustration: Four Skedulo dispatch messages passing through one slot on a hatched ground, one at a time, each on a different channel: an app push assigning a water changeover for Wednesday at 2:00 PM; an SMS offer to a nurse for a Thursday 9:00 AM visit, her reply YES and the confirmation it is on her schedule; a message in a solar crew's channel swapping the morning's order because a site gate opens late; and an Android push reassigning a fire door audit for 3:30 PM._ _Illustration: Skedulo's workflow New booking follow-up, Active, running for JOB-4892 on a hatched ground: Booked online from the company's booking page, then Text the confirmation, Send pre-visit questions (5 questions by text), Wait until the day before and Text the reminder - each step checking off in turn as the run goes from Wed 8:46 AM to Wed 5:00 PM, and the path reaching End._ _Systems_ ## Service records across your business systems. Connect field work to your CRM, ERP, and other business systems. Bring in job details and return status, approved time, and completion records through your integrations. ### CRM and service Keep customer requests and job status connected to the service record. ### ERP and finance Share approved completion data with the systems that handle billing. ### Payroll and time Send approved time records to your time or payroll system. ### Assets and maintenance Connect completed service details to the asset record and follow-up work. ### BI and data Bring job data into your reporting tools to understand operational performance. _Illustration: Skedulo mobile job screen on an iPhone recording an inspection from clock-in to clock-out: the page opens on a map of the site, a pin on 1160 Pioneer Way, Denver, then Clock in starts the timer and each press moves the job one status on - en route, arrived on site, in progress, complete - leaving a timestamped row on the progress timeline, until Clock out stops the timer at 1:47 and the button turns green: times saved, the travel and on-site split._ _Analytics_ ## Where time goes, and where work waits. ### Demand and capacity Compare incoming jobs with available capacity and see where work is waiting. _Illustration: Analytics tile: 313 jobs completed of 338 scheduled this week, up 6%, with a pair of slim columns per weekday spread across the tile - scheduled in grey, completed in blue - Friday's completed column still short of its schedule as one more job lands on it._ ### Scheduling and dispatch Track assignment times and schedule changes to find recurring delays. _Illustration: Analytics tile: 95% of today's 146 appointments on time, up 2 points, as one long bar in three tones across the tile with the counts under it - 138 on time in green, 6 at risk in amber, 2 missed in rose - and an at-risk appointment arriving on time._ ### Travel and utilization See how travel and job time are distributed across the team. _Illustration: Analytics tile: 37 minutes average travel per job, down 9%, with the week's actual travel per job as a blue line under the plan, dashed in grey, Monday to Friday - and Friday's point dropping from 38 to 35 minutes, further below plan._ ### Service delivery Review arrival times, completed visits, and jobs that need follow-up. _Illustration: Skedulo Analytics tile: 11% of the North region's jobs started late, up 5 points, with a column of jobs for each of the four weeks to 13 August - on time in blue, late starts in amber on the floor of each column, cancellations in grey on top. The late starts climb from 7 to 10, 13 and 18 while completed jobs hold near 110 a week._ ### Closeout Use recorded job data to identify work still waiting for review or closure. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%._ ## See how AWP keeps track of jobs throughout the day. - **Before** - Work orders scattered across separate systems. - Job status tracked by phone and memory. - **With Skedulo** - One system for work orders, dispatch, and status. - Real-time visibility into every job in progress. - **Outcome** - Job acceptance confirmed in half the time. - Fewer calls to check status. > We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses of all those jobs throughout the day, in real-time. > > — Ashish Patel, Director of Strategic Initiatives at AWP - **50%** — less time to confirm job acceptance, as reported by AWP [Read Story](https://www.skedulo.com/customers/area-wide-protective/) _Explore further_ ## Explore more ways to manage field work. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Roles - [Operations Leaders](https://www.skedulo.com/solutions/operations/) - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) ### Guides & Articles - [What is field service management?](https://www.skedulo.com/learn/field-service-overview/) - [Field service best practices](https://www.skedulo.com/blog/field-service-management-best-practices/) ## Frequently Asked Questions ### How do field technicians get the job details before they arrive? Each assigned job reaches the technician in Mobile with customer and site contacts, the service window, directions and access details, the job scope and available service history, plus the tasks and forms to complete. Dispatch sees progress updates as the technician works, without waiting for an end-of-day report. ### What are the top three advantages of a field scheduling platform for dispatchers? Dispatchers see the jobs waiting for an assignment and the people who could take them. They can compare skills, availability, travel, and appointment windows, then revise the schedule and share updates when plans change. ### What are the top three advantages for field service technicians? Technicians can access customer and site details, service windows, directions and available service history in Mobile. Tasks and forms sit alongside their assignments, and messaging provides a way to ask colleagues a question or discuss a job without leaving the app. ### What is field technician scheduling software? Field technician scheduling software assigns jobs to technicians based on skills, credentials, availability and location, then sequences each technician's day around travel and appointment windows. It also sends each technician the job details and keeps dispatch updated as work progresses. Skedulo does this for urgent repairs, planned installations and recurring maintenance in one place. ### How does Skedulo help when the field schedule changes? Skedulo helps operations teams identify affected jobs, compare eligible workers, and adjust assignments as plans change. Teams can share approved updates with workers and customers. Tempo can help build context and drive approved actions. ### How is Skedulo different from a small-business job scheduling app? Skedulo supports operations coordinating skills, crews, routes, and policies across teams and regions. Our Pulse Platform lets you extend the data and workflows around that work and integrate with existing business systems. ## Let's look at your field operation. Show us how requests become scheduled jobs today. We'll walk through scheduling, dispatch and Mobile with your requirements in mind. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/use-cases/installation/" type: "page" title: "Installation Scheduling for Field Crews | Skedulo" description: "Schedule installation crews, equipment and site windows, check permits and readiness before dispatch, and capture test results and handover." --- # Installation scheduling for crews and projects. Plan site visits around crew roles, equipment, access and appointment windows. Installers can use Mobile for drawings and instructions, then record commissioning results and outstanding work. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) ![HVAC technician lifting the filter on a wall-mounted unit](https://assets.skedulo.com/uploads/hub-heroes/uc-installation-hero-v2.jpg) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Installation readiness, from the office to the site. The permit may be outstanding, the equipment not staged or access not confirmed. Those recorded requirements get checked before a crew goes out. _Runs the operation_ ### Installation manager Separate ready installs, unassigned demand and installs at risk of missing a promised date. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in a hi-vis vest holding a tablet and talking with a colleague at a workbench](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/industrial-equipment-manufacturing/iem-10-a.webp) _Plans the work_ ### Installation coordinator Schedule the required people, roles and equipment together, with prerequisites in view. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a standing desk with timeline charts on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-hir-20261007a.webp) _Does the work_ ### Installer Open site details, drawings and requirements on Mobile before starting. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker checking a phone beside trim boards in a garage workshop](https://assets.skedulo.com/uploads/photo-library/home-services/home-installation-renovation-services/hir-09-b.webp) _One Installation Operation_ ## From a home installation to a regional rollout. Schedule a single visit or coordinate work across sites and stages. Keep the crew requirements, prerequisites and service records with each installation. ### Home installation Coordinate the appointment, site access, crew, and equipment. Record installation results and any required sign-off. _Illustration: Skedulo mobile job completion page on an iPhone for JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the visit raised, JOB-4871 for Aaron Feldman, and the homeowner signature from Helen Pryor lands. Complete job turns from grey to green, is pressed, and becomes a green notice: the job was completed at 5:21pm._ ### Multi-stage site installation Coordinate surveys, deliveries, crews, inspections, and handover across stages, accounting for recorded dependencies and permit requirements. _Illustration: Skedulo mobile handover page on an iPhone for JOB-4803, to Aaron Feldman: under Completed, the site checklist submitted and signed, then two open tasks with their owners - replace the isolator on AST-1152 (Aaron Feldman, JOB-4871, Friday 15 August) and close out the permit before it expires (Helen Pryor). A two-line handover note is typed, and Send handover becomes a green notice: sent to Aaron Feldman at 5:24pm._ ### Network or territory rollout Apply repeatable assignment and reporting workflows across locations, adapting crew and route plans to local requirements. _Illustration: Skedulo map of north-east Denver, the North and Central regions tinted either side of I-70, a technician in each, and Wade Brennan's afternoon in North drawn on it: two numbered stops, the dashed drives marked 9 and 7 min. Beside it a Regions card: North, Central and South in Denver at 2:14 PM MDT, and Kansas City, an hour ahead at 3:14 PM CDT. Under it his afternoon: a furnace repair, a rooftop unit service at 2:30, a thermostat install at 3:45._ _Tempo_ ## Tempo, alongside installation coordinators. Review upcoming installations, ask about missing requirements and prepare updates with Tempo. The records, actions and approvals available depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Permit missing A required permit is still outstanding. Check the status with the responsible person before sending the crew. _Illustration: Skedulo Tempo working a storm warning from its issue: lightning and hail from 2:00 to 5:00 PM put three rooftop jobs at risk. The warning lands in red and becomes the task's header; Tempo reads the forecast, the rooftop work and the indoor work waiting. The panel opens on the storm hour by hour and the rooftop jobs for Curtis Mensah and Hoa Pham. Once the dispatcher starts the plan, Tempo moves the rooftop jobs to a clear Thursday morning, fills the afternoon with indoor work, and tells the customers and the crew_ ### Crew member unavailable Prepare replacement options against the crew role, qualifications, and available time. _Illustration: Skedulo Tempo working a call-out beside the dispatcher: Doug Lindqvist is unavailable from 1:30 PM and JOB-4841, a thermostat and damper check, has no one on it. Tempo reads the absence, the job and who can cover, asks whether Dana Whitfield can take a later arrival, and puts forward reassigning JOB-4841 to Gloria Benitez, HVAC certified and 0.8 mi away, arriving 3:45 - 4:15 PM, its Context panel holding the absence, the job and the plan. Once accepted it checks her route, reassigns the job, texts Dana and closes with a session summary_ ### Equipment not staged The equipment is not ready. Follow up with the owner and review the crew's appointment. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap_ ### Site access unconfirmed The customer has not confirmed access. Arrange a follow-up before the crew sets out. _Illustration: Skedulo Tempo working a late technician from its issue: travel tracking flags Gloria Benitez, whose drive to JOB-4821 at Pioneer Health Systems now arrives at 2:34 PM after a crash on Interstate 25, past the 2:00 - 2:30 PM window. The issue becomes the task's header; Tempo reads where she is, times routes and reads the job. The panel opens on her drive and the job's map, and Tempo picks Santa Fe Drive, 22 minutes sooner. Once the dispatcher starts the plan, Tempo sends Gloria the route, texts Helen Pryor and checks her 4:00 PM holds_ _How it runs_ ## The installation lifecycle. _[ 01 ]_ ### Request or sale Turn a sale, customer request, or project scope into a clear installation record with a target date. _Illustration: Skedulo card on an amber wash for the Microsoft Dynamics 365 integration: Connected, 2 data flows. Work order 72514, from a customer case, comes in from Dynamics 365 in real time and becomes JOB-4897 in Skedulo with its best match, Doug Lindqvist; then the booking goes back - Doug Lindqvist, Friday at 9:00 AM - as a booking in Dynamics 365._ _[ 02 ]_ ### Site survey & preparation Review site conditions, access arrangements, permit status, and parts or equipment requirements before scheduling. _Illustration: A Skedulo mobile form section on an amber wash: Permit to work, a permit required for this visit, switched on - and the fields it adds, the permit number PTW-2026-0884 entered with a Scan button beside it and the permit expiry set to Friday 15 August._ _[ 03 ]_ ### Booking & crew allocation Arrange the appointment, match available crew members to required roles, and account for equipment and travel. _Illustration: Skedulo job panel for JOB-4821, Wed 13 Aug, 2:00 - 3:30 PM, open on Crew: three allocated against the crew the job requires - Aaron Feldman, team leader, confirmed with safety training complete; Gloria Benitez, dispatched, training complete; Andre Bassett, confirmed, his safety training not completed and flagged in red._ _[ 04 ]_ ### Installation Give crews the site instructions and work requirements, record progress, and share relevant updates. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a service report whose Mobile AI box holds the update - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off - over three chips, JOB-4821, Checklist and Site safety notes, which light one by one. Then the fields fill, each saying what it was grounded in: 62 PSI within the 80 PSI test limit in the site safety notes, the strainer matched to the checklist item, and Helen Pryor as the homeowner on JOB-4821._ _[ 05 ]_ ### Commissioning & inspection Record test results, inspection findings, and required sign-off as the work is completed. _Illustration: A small Skedulo card on an amber wash, the Mobile AI mark beside Service report: the technician's words come in as she speaks - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off - and Mobile AI fills the report a phrase at a time, each field ticking green: test pressure 62 PSI, strainer refitted, sign-off Helen Pryor. The card reads 3 fields filled._ _[ 06 ]_ ### Handover & outstanding work Review the installation record, assign outstanding work, and share results through configured integrations. _Illustration: Skedulo workflow card on an amber wash, Failed check follow-up, running on JOB-4803: three steps light in turn - Status updated at 5:17 PM, asset AST-1152 set to Awaiting follow-up; Approval requested, then approved by Wade Brennan at 5:18 PM; Follow-up job created at 5:18 PM, JOB-4871, Replace isolator._ _Installation readiness_ ## A crew booking is only part of being ready. The permit may still be outstanding, equipment may not be staged, or the customer may not have confirmed access. Review those recorded requirements before dispatching the crew. - **Site & crew requirements** — Review the site details, required roles, equipment, and timing needed to plan the visit. - **Outstanding prerequisites** — Flag outstanding permits, equipment arrangements, or access confirmation for action before dispatch. - **Tests & sign-off** — Give crews the required procedures, tests, forms, and handover steps before work starts. _Illustration: Skedulo job card on an amber wash for a rooftop package unit install, JOB-4809, Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with a missing requirement flagged in amber - EWP licence, required - the crew's faces along its foot._ _Crews, routes & milestones_ ## Coordinate crews, equipment, and site windows. ### Installation backlog Separate ready installs, unassigned demand, and installs at risk of missing a promised date. _Illustration: Skedulo time window card for job #4821, within SLA: on a 1 PM to 4 PM axis the job sits inside its window - start after 2:00 PM, end before 3:30 PM - and the SLA line reads respond within 4 hours, met by 1:06 PM._ ### Skills & qualifications Review skills, credentials, availability, and location against the installation requirements. _Illustration: Skedulo best-match card for one job: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of travel and 1.9 miles from her last job, and Doug Lindqvist at 81 and Bridget Hanley at 64 below her, each with the extra travel and the fact that placed them lower, above Assign Gloria._ ### Crew composition Schedule the required people, roles and equipment together, with the installation's recorded prerequisites available to planners. _Illustration: Skedulo crew card listing the technicians on job #4809, 3 of 4: Aaron Feldman, crew leader, dispatched; and the members Andre Bassett, dispatched, and Brooke Feeney, confirmed._ ### Dates, routes & priorities Balance promised dates, appointment windows, travel, duration, and business priority across the backlog. _Illustration: A stack of Skedulo context cards on a soft blue ground. The top card is Gloria Benitez, on Interstate 25 at Alameda Avenue: a street map with a red crash marker at the interchange and her photo pinned just south of it. Under the map: 2 impacted jobs, JOB-4821 and JOB-4803, and nearing overtime, 7h 34m of 8h._ ### Dispatch readiness Review crew assignments, equipment requirements, and site details before releasing the work. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start._ _Mobile_ ## Drawings, instructions and results, on Mobile. Provide site details, drawings, requirements, and forms on mobile. Crews can record progress, test results, photos, and issues that need follow-up. - Customer, site, and access context - Route, drawings, and equipment details - Permits, safety steps, and required forms - Install scope, tasks, and milestone actions - Commissioning instructions and test results - Photos, serials, signatures, and notes - Messages and approved updates tied to the work _Illustration: Skedulo mobile job page on an iPhone on a hatched ground, the phone cut off at the bottom: JOB-4803 opens on a map of the site and lists its forms - the site checklist, required, step 3 of 5; the risk assessment completed; the equipment register not started. The checklist opens on asset inspection and isolator AST-1152 is marked Fail, adding a rose rule and two required questions: the fault description is typed, a photo of the valve is attached, and the rule turns green - fault recorded, ready to quote._ _Customers_ ## An appointment your customer can plan around. ### Appointment options Let customers choose or manage an approved appointment window from the options your team allows. _Illustration: Larkfield Heating & Air's booking page on a phone: its header, a technician at a condenser with Fall furnace tune-up $89, 4.9 stars from 2,184 Google reviews, and Furnace tune-up, $89, picked. Denise books it for Thu 14 Aug, 10 AM - 12 PM and a Skedulo card lands beside the phone: New job, JOB-4892, Furnace tune-up, Denise Albright, 1452 S Ogden St, tagged Booked online. Behind the phone, quieter, two other companies' pages._ ### Access & preparation Collect access details and preparation information before the visit, and flag missing confirmation for follow-up. _Illustration: A phone showing Shade & Sill's page, Help Mara prepare, for Grace Liu's free in-home design consultation on Sat 16 Aug, 10 - 11 AM: a four-step form. She taps up her windows - living room 3, primary bedroom 2, kitchen 1 - adds three window photos, picks roller shades, motorized, and plantation shutters, types that the west-facing bedroom needs blackout and sends it: Thanks, Grace - Mara will bring samples for both rooms._ ### Status updates Share relevant appointment status and timing updates through your configured customer experience. _Illustration: Fixwell Appliance Repair's Track your repair page for repair R-7Q4K, the return visit on Fri 15 Aug, 8 - 10 AM: the steps Part in, Booked and On the way lit, Done to come; Luis is 2 stops away, his van on a strip of stops leading to the customer's home; arriving 9:05 - 9:20 AM, updated 8:22 AM._ ### Shared booking records The customer experience connects booking and confirmation details to the installation records used by operations. _Illustration: Larkfield Commercial Services' customer portal for Pioneer Health Systems in a browser window on a hatched ground, signed in as Helen Pryor: quote Q-2318, Replace the isolator on AST-1152, $1,240.00, waits for her approval. She approves it with purchase order PO-55120: the quote reads Approved by Helen Pryor, and JOB-4871 under Upcoming turns Booked with Aaron Feldman. Under Recent, the inspection with 1 check failed and its report; beside them her two sites and her documents._ _Illustration: Larkfield Heating & Air's booking page on a phone: its header, a technician at a condenser with Fall furnace tune-up $89, 4.9 stars from 2,184 Google reviews, and Furnace tune-up, $89, picked. Denise books it for Thu 14 Aug, 10 AM - 12 PM and a Skedulo card lands beside the phone: New job, JOB-4892, Furnace tune-up, Denise Albright, 1452 S Ogden St, tagged Booked online. Behind the phone, quieter, two other companies' pages._ _Completion_ ## Commissioning, handover and outstanding work. Document the installation before closing the job, including tests, evidence and required sign-off. **Test results and handover records show what's complete. Defects and unresolved issues identify the work still to be assigned.** ### Test results Record the tests performed, readings, and configuration details required for review. ### Photos, serials & signatures Photos, serials, annotations, and a signature where the install calls for one. ### Training & defects Customer training, defects, and inspection status tied to the install. ### Corrective work Assign corrective work and next steps based on the crew’s recorded findings. _Illustration: Skedulo mobile sign-off step at 1:1, the iPhone cut off by the square: inspector Gloria Benitez and site contact Helen Pryor named, the overall outcome Pass with Actions, and the declaration and signature below - the details accurate and the work area left safe._ _Systems_ ## Connect installation work with existing business systems. Use integrations and APIs to bring in installation requests and share job status, results, and follow-up with connected systems. ### CRM and project Keep customer, project, and contract details connected to the installation outcome. ### ERP and billing Share completed-work and parts details to support approval and billing review. ### Warranty and asset Share installed equipment and serial details with connected asset or warranty systems. ### Inventory Exchange recorded parts and equipment usage or returns with inventory systems. ### BI and data Share work records for reporting and analysis. _Illustration: Skedulo mobile app on an iPhone, a site checklist step for asset and equipment inspection: one row for each asset recorded on the visit, a green note that three are recorded, and the rows - AST-1163 on the ground floor riser, not applicable; AST-1152 in the level 3 plant space, failed; AST-1147 in the same plant space, passed - with Back and Continue at the foot._ _Analytics_ ## Installation performance, from backlog to return visits. ### Demand and readiness Sold, ready, unassigned, and completed installs. _Illustration: Analytics tile: 1,285 jobs over twelve weeks across 41 recurring sites, up 8%, the weeks as slim blue columns rising left to right across the tile - this week's, the tallest, in a stronger blue as its last job lands._ ### Scheduling and dispatch Time to schedule, on-time arrival, and backlog age. _Illustration: Analytics tile: 4.1 minutes median time to assign, down 18%, with a long blue bar per dispatcher down the tile - Mark 3.6, Jen 4.4, Dana 4.8 and Wade 4.6 minutes - and Wade's bar easing down from 5.1._ ### Travel and utilization Productive time, travel time, and crew utilization. _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a bar per region on its available hours - North 84%, Central 79%, South 83%, West 80% - and West's bar filling from 76% as the week goes on._ ### Install quality First-time completion, commissioning failures, and return visits. _Illustration: Analytics tile: 24 failed checks this week, down 6 on last week, as a rose bar per form - site inspection 9, pre-start 7 and the other forms 8 - and one more failed pre-start check landing._ ### Closeout Evidence completeness, review time, and unresolved follow-up. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing._ ## Bridge the office and the field, in real time. - **Before** — Manual processes and no visibility into engineering work until the end of the day. - **With Skedulo** — Live progress, handover notes, and photos as the work happens. - **Outcome** — Faster visibility, fewer end-of-day surprises, cleaner handover records. > Making the move to Skedulo meant we could bridge that gap between the office and the field teams. > > — Emily Halsey, Engineering Operations Manager, Connexin [Read Story](https://www.skedulo.com/customers/connexin/) _Explore further_ ## Connect installation to the rest of frontline work. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) ### Roles - [Operations Leaders](https://www.skedulo.com/solutions/operations/) - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) ### Guides & Articles - [Scheduling for construction and trades](https://www.skedulo.com/learn/construction-trades-scheduling/) - [Supporting field crews and teams](https://www.skedulo.com/blog/support-field-work-crews-and-field-work-teams-challenges-tips/) ## Frequently Asked Questions ### What is installation scheduling software? Installation scheduling software coordinates everything an install depends on: site readiness, permits, crews with the right roles, equipment and the customer's appointment window. It then gives crews the instructions on site and records test results, sign-off and anything left to finish. Skedulo handles single home installs, multi-stage site projects and rollouts across many locations. ### How does Skedulo help telecom and fiber installation crews? For network or territory rollouts, Skedulo applies the same assignment and reporting workflow at every location, while crew and route plans adapt to local requirements. Customers can choose from approved appointment windows. On site, installers record photos, serial numbers, test results and signatures, and the record is shared with CRM, billing and asset systems through integrations. ### How does Skedulo help solar and energy installation crews? Keep surveys, installation work, inspections, and handover connected through scheduled jobs and their dependencies. Record permit and equipment information for coordinators to review, and capture commissioning results and outstanding work on Mobile. ### Can Skedulo schedule multi-person installation crews? Yes. Configure the crew roles and resource requirements for each installation, and Skedulo schedules the people and equipment together. It checks each crew member's skills, credentials, availability and location against the install, and keeps the install's dependencies with the crew assignment. ### Can Skedulo check whether an installation is ready? Skedulo can use recorded requirements, workflow status, and connected data to flag missing information. Coordinators can resolve the gaps or revise the assignment before dispatch. ### What makes installation scheduling different from regular field service scheduling? An installation may need several visits, crew roles, and prerequisites before the final handover. Plan those dependencies with the assignments, then record test results, sign-off, and anything still to finish. ## Show us how your installations run. Bring a typical installation or a rollout you're planning. We'll show you how Skedulo handles the crew requirements, scheduling and work on site. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/privacy-policy/" type: "page" title: "Privacy Policy | Skedulo" --- # Privacy Policy _Updated June 27, 2026_ ## Purpose Skedulo Holdings Inc. ("Skedulo", "we", or "us") provides this Privacy Policy to describe and inform you of our policies and procedures regarding the collection, use and disclosure of information we receive from users of our website (such as https://www.skedulo.com) and our products, services, and applications (collectively, the "Services"), or when you attend a Skedulo event or otherwise interact with us. We use your Personal Data to provide and improve our Services. By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy. This Privacy Policy explains: - What information we collect and why we collect it. - How we use that information and when we disclose it. - Your rights regarding that information, including how to access and update your information. - The steps we take to protect your information. ## Scope & Applicability This Privacy Policy applies to visitors of our websites and individuals registered for our Services ("Users", "you", or "your"), including Users who are provisioned an account by our customers ("Customers"). Your privacy is important to us. Please read this policy carefully to understand how we will collect, use, and disclose your information, and what choices you have with respect to your information. Additionally, this Privacy Policy applies to the information that we obtain through your use of Skedulo products and services, including our website (https://www.skedulo.com), our products, social media, communications, and web-based tools (collectively, our "Services"). This Privacy Policy does not apply to Personal Information arising from Skedulo's employment-related activities. Except to the extent that a third party provides services on our behalf (e.g. external vendors, contractors, etc.), this Privacy Policy also does not apply to the practices of third parties to which we may link or otherwise refer you, such as consultants, security testing firms, audit firms, and other vendors. If you have any questions or concerns about this Privacy Policy or about our privacy or data security practices, please contact us at privacy@skedulo.com. ## Definitions **Account** means a unique account created for You to access our Services or parts of our Services. **Company** (referred to as either "the Company", "We", "Us" or "Our") refers to Skedulo Holdings Inc., 584 Market Street, San Francisco, CA 94104. **Cookies** are small files that are placed on Your computer, mobile device or any other device by a website, containing the details of Your browsing history on that website among its many uses. **Device** means any device that can access the Services such as a computer, a cellphone or a digital tablet. **Personal Data** means information from or about you that identifies you directly and information that is associated with you and thus could potentially identify you, including when combined with other information from or about you. **Sensitive Personal Information** includes data about racial or ethnic origin, political opinions, religious or philosophical beliefs, trade-union membership, genetic and biometric data when used for identification purposes, and data about health, sex life, and sexual orientation. **Usage Data** refers to data collected automatically, either generated by the use of the Services or from the Services infrastructure itself (for example, the duration of a page visit). **You** means the individual accessing or using the Services, or the company or other legal entity on behalf of which such individual is accessing or using the Services, as applicable. ## Types of Personal Information Collected - Names (First Name and Last Name) - Address, State, Province, ZIP/Postal code, City - Email address(es) - Telephone number(s) - Device identifiers (e.g. IP address, location, browser type, and language) - Usage Data - User IDs and passwords - Business contact information (e.g. names, email addresses, business addresses, telephone numbers, company name or business affiliation, and title) - Personal information that you choose to share within our user communities, and payment card and financial account information ## Collecting and Using Your Personal Data ### Information Provided to Us Voluntarily **Account and Profile Information:** We collect information about you and/or your company when you register for an account, create or modify your profile. Information we collect includes your name, username, address, email address, and phone number. You may provide this information directly through our Services or, in some cases, another user (such as an account administrator) creating an account on your behalf may provide it. If you provide information (including Personal Information) about someone else, you confirm that you have the authority to act for them and to consent to the collection and use of their Personal Information as described in this Privacy Policy. **Content:** We collect and store content that you create, input, submit, post, upload, transmit, or store while using our Services. Such content may include any personal or other sensitive information submitted using our Services, such as Regulated Data: HIPAA protected health information, EU personal data, and other information such as source code or regulatory compliance materials. **Other Submissions:** We collect other data that you may submit to our Services or to us directly, such as when you request customer support or communicate with us via email or social media sites. ### Information Collected Automatically When You Use Our Services **Web Logs and Analytics Information:** We record certain information and store it in log files when you interact with our Services. This information may include Internet protocol (IP) or other device addresses or ID numbers, as well as browser type, Internet service provider, URLs of referring/exit pages, operating system, date/time stamp, information that you search for, your locale and language preferences, your mobile carrier, and system configuration information. We and our analytics providers also collect and store analytics information when you use our Services to help us improve our Services. **Cookies and Other Tracking Technologies:** We use various technologies to collect information, including cookies that we save to your computer or mobile device. We use a consent management platform to obtain and record your cookie choices, to block non-essential cookies until you consent where required, and to honor browser-based opt-out signals such as Global Privacy Control (GPC). We use cookies to improve and customize our Services and your experience; to allow you to access and use the Services without re-entering your username or password; to count visits and understand which areas and features of the Services are most popular; and, where you consent, for analytics and advertising. You can manage your preferences at any time through the cookie preferences tool on our website. If you do not accept cookies, you may not be able to use all aspects of our Services. ### Information Collected from Other Sources **Information from Third Parties:** We may obtain information, including Personal Information, from our business partners and service providers. This information includes, but is not limited to, information that we receive from our direct marketing providers, product referrals, and other interactions. We also may combine information we receive from third parties with other information we collect from you through our Services as described in this Privacy Policy. If we use this information to provide you with opportunities that we think may be of interest to you, you will have the ability to inform us that you do not wish to receive such offers, and you may unsubscribe from our marketing and other email communications by clicking on the link in the email, sending an email to privacy@skedulo.com, or accessing your user account and changing your distribution preferences. **Information Provided by Other Individuals:** While using our Services, individuals may provide information about another individual, or an authorized user (such as an account administrator) creating an account on your behalf may provide information about You. When one individual provides us with information (including Personal Information) about another individual, we assume that the individual has permission and authority to do so and to consent on behalf of that individual to the collection and use of Personal Information as described in this Privacy Policy. Please contact us immediately at privacy@skedulo.com if you become aware of an individual providing us with Personal Information about another individual without being authorized to do so, and we will act consistently with this Privacy Policy. **Information Received About You from Our Customers:** Our customers and their designated users use our Services to develop, establish, implement, and maintain secure application and database deployment environments for processing sensitive data, including Personal Information and Sensitive Personal Information. While using our Services, our customers may create, input, submit, post, upload, transmit, or store Personal Information that they have collected from individuals. During the course of our business relationship, we may need to access a customer's account and the information it contains to provide support for our Services. Our customers and prospective customers are responsible for complying with all applicable federal, state, local, and international laws and regulations regarding notice, disclosure, consent, and transfer of Personal Information, prior to providing that Personal Information to Skedulo. In addition, our customers and prospective customers are also responsible for identifying, in the Services agreement or in a related document (such as a HIPAA business associate agreement or data protection agreement), any additional requirements for protecting, accessing, and handling Personal Information in a particular manner that exceeds the reasonable, risk-based administrative, technical, and physical safeguards that Skedulo would otherwise routinely implement, or that are inconsistent with the collection and use practices identified in this Privacy Policy. Unlike the other collections of information described in this section, our agreements with customers include specific protections and limitations regarding our access to and use of Personal Information collected by customers, and we do not access, use, copy, retain, or aggregate that customer data except as stated in those agreements. Where Skedulo processes Personal Information on behalf of a customer, Skedulo acts as a processor (or, for protected health information, a business associate) and processes that information only on the customer's documented instructions. ## Use of Your Personal Data We will not use your Personal Information for anything other than the following lawful purposes. When possible, we will use anonymized data for these purposes, but if we do not, or if we combine it with Personal Information, we will treat it in accordance with this Privacy Policy. - **To provide and maintain our Services:** including monitoring usage, providing customer service and support, communicating with you (e.g. responding to inquiries, questions, and requests), processing and completing transactions (e.g. sending purchase confirmations and invoices), and providing direct marketing, email, and other electronic information. - **To manage Your Account:** to manage Your registration as a user of the Services. - **For the performance of a contract:** the development, compliance and undertaking of the purchase contract for the products, items or services You have purchased, or of any other contract with Us through the Services. - **To establish and maintain contractual relationships with our customers:** including establishing relationships with new and existing customers, fulfilling our contractual obligations, and enabling individuals to access and use our Services. - **To contact You:** by email, telephone calls, SMS, or other equivalent forms of electronic communication, including security updates, when necessary or reasonable. - **To manage Your requests:** to attend to and manage Your requests to Us. - **For business transfers:** to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Our assets. - **To comply with legal obligations:** including complying with tax and financial reporting requirements; demonstrating compliance with applicable privacy and data security laws and regulations (e.g., HIPAA and GDPR); complying with incident monitoring, reporting, assessment, and notification requirements; and complying with other applicable criminal, civil, and regulatory requirements under federal, state, and international law. - **For other purposes,** such as: monitoring and analyzing trends and usage; investigating and preventing fraudulent transactions, unauthorized access, and other illegal activities; verifying compliance with our internal policies and procedures; accounting, recordkeeping, backup, and administrative purposes; customizing and improving the content of our communications, websites, and social media accounts; educating and training our workforce in data protection and customer support; developing new products, services, features, and functionality; first-party marketing only (we do not provide Personal Information for use in marketing any non-Skedulo, third-party goods or services); and fulfilling our other legitimate interests to the extent not overridden by individual interests, fundamental rights, or freedoms. ## Retention of Your Personal Data We retain your Personal Information only as long as necessary to accomplish the business purpose for which it was collected, or to comply with our legal and contractual obligations, in accordance with our documented data retention schedule, and then securely dispose of that information. Where Skedulo processes Personal Information on behalf of a customer, retention and deletion are governed by our agreement with that customer. ## Transfer of Your Personal Data Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. This information may be transferred to, and maintained on, computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of Your jurisdiction. The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy, and no transfer of Your Personal Data will take place to an organization or a country unless there are adequate safeguards in place, including the security of Your data and other personal information. ## Disclosure of Your Personal Data Except to the extent necessary to fulfill our business obligations, to accomplish one of the lawful purposes described in this Privacy Policy, or pursuant to your express instructions, we do not sell, transfer, or otherwise disclose Personal Information that we collect from or about you. We may share your information in the following ways: - **With Your Express Consent:** with companies, organizations, or individuals outside of Skedulo when we have your consent to do so. - **When You Choose to Directly Share Your Information While Using Our Services:** certain features allow you to make some of your content accessible to the public or other users. We urge you to consider the sensitivity of any information prior to sharing it. - **When Your Account Is Accessed by Your Organization's Designated Skedulo Administrator:** your account owners and administrators may access information in and about your account; disclose, restrict, or access information you have provided or that is made available to you; and control how your account is configured, accessed, or deleted. - **With our vendors and business partners, to accomplish our business purposes:** we may share your information with service providers and other third parties who perform services on our behalf, listed in our Subvendor Directory. - **When Necessary to Comply with Laws and Law Enforcement Requests, or Otherwise to Protect Our Rights or Those of Individuals:** we may disclose your information if we believe disclosure is reasonably necessary to comply with applicable law, regulation, legal process or governmental request; to enforce our agreements, policies and terms of service; to protect the security or integrity of our products and services; to respond to an incident involving personal data for which Skedulo has direct or indirect responsibility; to protect the property, rights, and safety of Skedulo, our customers, or the public; to respond to an emergency; or to investigate and defend against third-party claims. - **As the result of a business transition:** in connection with any merger, sale of company assets, financing, or acquisition. We will take reasonable steps to assure that any other entity involved continues to comply with this Privacy Policy, and we will notify you by posting a notice on our website. - **Sharing aggregated, anonymized, de-identified, or otherwise non-personal data:** we may share information that does not directly or indirectly identify you and that cannot, with reasonable effort, be used to re-identify you. ## SMS, Text Messaging, and Mobile Information This section applies specifically to mobile phone numbers and to text messaging (SMS) opt-in and consent data that you provide to us. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. ## Your Control Over Your Personal Information - You may decline to share certain Personal Information with us, in which case we may not be able to provide some features or fulfill your requests. - You may decline to accept cookies, but that decision may affect functionality and performance of our Services. - You may update or correct your Personal Information at any time by accessing the account settings page on the website or within our platform. - You may opt out of receiving promotional communications by using the unsubscribe link in each email. As long as you maintain an account with us, you will continue to receive administrative messages. - You may request information about, and access to, the Personal Data that we collect from you. - You may ask questions or make complaints about our privacy and data security practices. - You may request that we delete or correct information that we have collected about you. - You may ask us for a copy of the information that we collected from you. To exercise any of these options, or for additional information about our privacy and data security practices, contact us at privacy@skedulo.com. ## Security of Your Personal Data No data transmission over the Internet or data storage system can be guaranteed to be 100% secure. That said, Skedulo employs a variety of organizational, technical and administrative measures to provide a level of security appropriate to the risk associated with the Personal Information you entrust to us. We manage our data protection program consistent with ISO/IEC 27001:2022, SOC 2 Type II, the NIST Cybersecurity Framework (CSF) 2.0, and applicable legal and regulatory requirements such as HIPAA and GDPR. Skedulo's current SOC 2 Type II report and HIPAA/HITECH validated assessment report are available under NDA to customers and prospective customers. To request a copy, please contact privacy@skedulo.com. For more information, please refer to our Security Policy. Skedulo protects Personal Information under its control and requires its service providers (see our Subvendor Directory) to protect against accidental or unlawful destruction, loss, alteration, and unauthorized disclosure of, or access to, personal data transmitted, stored, or otherwise processed. If you have concerns about the security of your information with Skedulo, please contact us immediately at security@skedulo.com to report an issue. ## Children's Privacy Our Services are not directed to individuals under 16. We do not knowingly collect Personal Information from children under 16. If we become aware that a child under 16 has provided us with Personal Information, we will take steps to delete such information. If you become aware that a child has provided us with Personal Information, please contact us at privacy@skedulo.com. ## California Privacy Rights These additional disclosures are provided under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), and are effective as of June 27, 2026. **Categories of personal information collected.** In the preceding twelve months we may have collected the following categories of personal information, depending on how you engage with the Services: identifiers (e.g., name, alias, postal address, phone number, IP address); characteristics of protected classifications under California or U.S. federal law (e.g., age or gender, for example if we conduct user surveys); commercial information (e.g., purchase activity); Internet or other electronic network activity information (e.g., content interaction information such as downloads and playback details); geolocation data; audio, visual, electronic, or similar information (e.g., when you communicate with us by phone); professional or employment-related information; and inferences drawn from the above. **Sensitive personal information.** To the extent we collect sensitive personal information, we use and disclose it only for purposes permitted under the CCPA without a right to limit (such as providing the Services you request, security, and legal compliance). We do not use or disclose sensitive personal information for the purpose of inferring characteristics about you. **Categories of personal information disclosed for a business purpose.** In the preceding twelve months we may have disclosed the categories above to our service providers for business purposes, such as analytics, advertising support, customer support, payment processing, and hosting. **Sale or sharing of personal information.** We do not sell your personal information for money. However, our use of cookies and similar advertising technologies for cross-context behavioral advertising may be considered "sharing" (and, in some cases, a "sale") under the CCPA. You have the right to opt out. You can exercise this right at any time using the "Do Not Sell or Share My Personal Information" link in our website footer and the cookie preferences tool, and we honor opt-out preference signals such as Global Privacy Control (GPC). **Your CCPA rights.** Subject to verification and applicable exceptions, California residents have the right to: know and access the personal information we collect, use, disclose, and share; request deletion of personal information; request correction of inaccurate personal information; opt out of the sale or sharing of personal information; and not receive discriminatory treatment for exercising these rights. **How to exercise your rights.** Submit a request by emailing privacy@skedulo.com, or, for opt-out of sale/sharing, by using the "Do Not Sell or Share My Personal Information" link or cookie preferences tool on our website. You may use an authorized agent to submit a request on your behalf; we may require verification of the agent's authority and of your identity before fulfilling the request. Where Skedulo processes personal information on behalf of a business customer as a service provider, requests should be directed to that customer, and we will assist them as required. **Shine the Light.** California Civil Code Section 1798.83 permits California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please contact us at privacy@skedulo.com. ## Information for International Users Our Services are primarily hosted in the United States, Canada, and Australia, but we can provision our Services in other regions of the world. You may choose to use our Services in non-U.S. regions, such as the European Union or other regions with laws governing data collection and use that may differ from U.S. law. When you use our Services, you may be transferring your information to the United States or another country for storage and processing. By providing your information, you consent to any transfer and processing in accordance with this Privacy Policy and the safeguards described below. ## European Union (EU), United Kingdom (UK), European Economic Area (EEA) and Switzerland Privacy If you are based in one of these jurisdictions, Skedulo is the controller of your personal data collected in the following instances: when you visit our website (https://www.skedulo.com); when we process your personal data for sales and marketing purposes. Skedulo is a processor of all personal data processed within the application on behalf of our customers; we process that data only on their documented instructions. Please contact your employer or the organization that granted you access to the application for details on their privacy practices. We only process personal data where we have a lawful basis. The lawful bases applicable to our processing as controller are: consent; performance of a contract; and legitimate interest (e.g., processing names, contact details, job titles, and companies of existing and prospective customers for marketing, market research, and lead generation). You have the following rights under the GDPR and UK GDPR: to be informed about the collection and use of your personal data; to access your personal data; to correct errors; to erase your personal data; to object to processing (including for direct marketing, in which case we will stop processing within 30 days of receipt of your request); to data portability; and to restrict our processing for specific reasons. ### Transferring information outside the EEA, UK, and Switzerland When personal data controlled by Skedulo is transferred to, or stored and processed in, the United States or other countries outside the EEA, UK, or Switzerland, we safeguard it using appropriate transfer mechanisms, including the European Commission's Standard Contractual Clauses (Commission Decision (EU) 2021/914) for transfers from the EEA, the UK International Data Transfer Addendum (UK IDTA) for transfers from the UK, and the equivalent mechanism recognized for transfers from Switzerland. If you have questions about these transfer mechanisms, contact us at privacy@skedulo.com. You may also lodge a complaint with your local supervisory authority (an EU Data Protection Authority, the UK Information Commissioner's Office, or the Swiss Federal Data Protection and Information Commissioner). ## Changes to this Privacy Policy We may change this Privacy Policy from time to time. If we make any changes, we will notify you by revising the version and date at the top of this Privacy Policy and, where appropriate, may provide additional notice (such as a statement on the log-in screen or an email notification). Your continued use of our Services after the revised Privacy Policy becomes effective indicates that you have read, understood, and agreed to the current version. ## Contact Information Please contact us with any questions or comments about this Privacy Policy, your Personal Information, our use and disclosure practices, or your consent choices by email at privacy@skedulo.com. --- --- url: "https://www.skedulo.com/security-policy/" type: "page" title: "Security Policy | Skedulo" --- # Security Policy _Updated June 27, 2026_ ## General Skedulo and its third-party providers have implemented extensive security measures to help protect against the risk of loss, misuse, and alteration of information under Skedulo's control, including encryption, least-privilege access for personnel, and industry-standard controls such as firewalls and segmented, secured environments for personally identifiable information. Skedulo manages information security consistent with ISO/IEC 27001:2022, SOC 2 Type II, the NIST Cybersecurity Framework (CSF) 2.0, and applicable legal and regulatory requirements such as HIPAA and GDPR. Skedulo's current SOC 2 Type II report and HIPAA/HITECH validated assessment report are available under NDA to customers and prospective customers on request. ## HIPAA Skedulo is a business associate under the Health Insurance Portability and Accountability Act of 1996 (HIPAA), as amended by the Health Information Technology for Economic and Clinical Health Act (HITECH). Skedulo runs a formal privacy and security management program that includes technical, physical, and administrative safeguards to protect the privacy, confidentiality, integrity, and availability of customer data, including HIPAA protected health information, such as: - Encryption of data in transit and at rest - Restriction of customer data to a need-to-know basis within Skedulo, and regular access control reviews - Required privacy and security training for all Skedulo workforce members - Formal risk management, including regular reviews of Skedulo's risk and security posture - A secure software development lifecycle - Regular, encrypted backups (and secure disposal of data) - Designated incident response and business continuity teams, with regular training and testing of response plans ## Reporting Security Vulnerabilities If you discover a potential security vulnerability, we strongly prefer that you notify us in private at [security@skedulo.com](mailto:security@skedulo.com). Publicly disclosing a security vulnerability without informing us first puts the community at risk. When you notify us of a potential problem, we will work with you to understand the scope and cause of the issue. Thank you. ## 1. Data Center Security Skedulo's production Services run on the Amazon Web Services (AWS) global infrastructure platform. Under the AWS Shared Responsibility Model, AWS is responsible for the security “of” the cloud (the physical infrastructure, facilities, hardware, and host virtualization), and Skedulo is responsible for security “in” the cloud (our operating systems, applications, configuration, identity and access management, and customer data, including encryption). Reference: AWS Shared Responsibility Model ([https://aws.amazon.com/compliance/shared-responsibility-model/](https://aws.amazon.com/compliance/shared-responsibility-model/)). ### 1.A. Compliance AWS data centers and infrastructure are independently audited and hold certifications across multiple geographies and verticals, including ISO/IEC 27001, SOC 1/2/3, PCI DSS, and FedRAMP, and support customers' HIPAA and GDPR obligations. AWS third-party audit reports (including SOC 2) are available directly from AWS under NDA via AWS Artifact. Reference: AWS Compliance Programs ([https://aws.amazon.com/compliance/programs/](https://aws.amazon.com/compliance/programs/)). ### 1.B. Physical Security Physical access to AWS data centers is strictly controlled at building ingress points by professional security staff using surveillance and intrusion-detection systems. Authorized staff must use multi-factor authentication to access data center floors, and access is granted on a least-privilege, time-bound basis and revoked when no longer required. All visitors are required to present identification, are signed in, and are continually escorted. Reference: AWS Data Center Controls ([https://aws.amazon.com/trust-center/data-center/our-controls/](https://aws.amazon.com/trust-center/data-center/our-controls/)). ### 1.C. Environmental Security AWS data center environmental controls include automatic fire detection and suppression systems; redundant, fully maintainable power systems with uninterruptible power supplies and backup generators; climate and temperature controls; water-leak detection; and continuous monitoring of electrical and mechanical systems. Reference: AWS Data Center Controls ([https://aws.amazon.com/trust-center/data-center/our-controls/](https://aws.amazon.com/trust-center/data-center/our-controls/)). ### 1.D. Media Destruction When a storage device that has held customer data reaches the end of its useful life, AWS decommissions it using techniques described in NIST SP 800-88, and media is not removed from AWS control until securely decommissioned. ## 2. Skedulo Network Security ### 2.A. Secure Architecture The Skedulo stack runs in separate AWS Virtual Private Clouds. Most services run in private subnets. Only SSL/TLS endpoints and a bastion host are exposed to the Internet. Backend users connect to the stack through the bastion host, which restricts access to stack components and logs activity for review. Our production and test environments run in separate, unconnected AWS accounts. ### 2.B. Firewalls All public-facing compute instances use inbound security group rules configured in deny-all mode, with ports opened only as necessary for administrative access. Public-facing Skedulo endpoints (which include an AWS load balancer) listen only on the specific ports required for functionality (e.g., 443 for an HTTPS endpoint). ### 2.C. DDoS Protection and Mitigation Skedulo's VPC-based approach means that most stack components are not accessible from the Internet and cannot be targeted directly by a DDoS attack. Skedulo's public SSL/TLS endpoints sit behind an AWS Elastic Load Balancer, which accepts only valid TCP requests, so attacks such as UDP and SYN floods do not reach the application layer. ### 2.D. Port Scanning AWS monitors and stops unauthorized port scanning. Because most of a Skedulo stack is private and all hosts run strict firewalls, port scanning is generally ineffective. ### 2.E. Spoofing & Sniffing The AWS network prohibits a host from sending traffic with a source IP or MAC address other than its own, and the AWS hypervisor will not deliver traffic to a host that the traffic is not addressed to, so an instance cannot “sniff” traffic intended for other hosts. ### 2.F. Network and Host Vulnerability Scanning Skedulo scans both the Internet-facing and private networks of a master reference stack on a regular, scheduled basis. Skedulo is responsible for network and host security and remediates adverse findings without customer intervention. ## 3. Skedulo Platform Security ### 3.A. Configuration and Change Management For app services with an SSL/TLS endpoint, Skedulo performs a health check on the container set before promoting it to the current release. If the health check fails, the container set is not promoted. Either way, deploys are zero-downtime. ### 3.B. Logging and Monitoring Skedulo logs application and API activity in a HIPAA-compliant manner. Skedulo monitors performance indicators such as disk, memory, compute, and logging issues, and resolves them automatically where possible. ### 3.C. Host Hardening Skedulo host operating systems are hardened based on the Center for Internet Security (CIS) Benchmark for the operating system and version in use. For all operating systems: operating systems are installed only from bare images via automated configuration management; host password logins are disabled and SSH root keys are not permitted; no password-based services are installed automatically, and any password-based services (such as PostgreSQL) are provisioned only with unique, Skedulo-generated passphrases (no default passwords); host security updates are automated; and host ports are opened only via allowlist. ### 3.D. Databases Databases run in the database layer of our stack, on a private subnet accessible only from the application or bastion layer. SSL/TLS is required where the database protocol supports it. Disk volumes backing databases are encrypted at rest using AES-256 encryption. ## 4. Skedulo Business Continuity ### 4.A. Backups Skedulo automatically backs up customer data and configuration data. Customer database backups are produced through automated Amazon RDS snapshots and daily encrypted off-site logical backups, and are encrypted at rest. Backups are replicated to a separate AWS Region within the same country to support disaster recovery while maintaining data residency, and are retained in accordance with Skedulo's documented backup retention schedule. No customer action is required. ### 4.B. Fault Tolerance AWS Regions are subdivided into Availability Zones, each engineered as an independent failure zone: physically separated, located in lower-risk locations, and equipped with independent power and redundant network connectivity. Skedulo architects critical services to run across multiple Availability Zones. ### 4.C. High Availability High availability is supported by Skedulo's microservices architecture, which runs multiple instances of critical services across multiple Availability Zones. Skedulo uses load balancers and health checks to route connections to healthy services, and a staged deployment strategy to verify new service instances before retiring old ones. The production system is designed to eliminate single points of failure where possible. ### 4.D. Disaster Prevention and Recovery Skedulo monitors the stability and availability of customer infrastructure and automatically recovers from disruptions, including application and database failures. In a disaster, Skedulo restores applications from the last healthy build image and restores data from the most recent cross-region backup, in line with the Recovery Time and Recovery Point Objectives defined in Skedulo's Business Continuity and Disaster Recovery Plan. Backup restoration is tested at least annually. ## 5. Skedulo Internal Security ### 5.A. Skedulo Access We do not access or use customer data for any purpose other than developing and operating the Services and as required by law. Skedulo workforce members are granted least-privilege access to customer environments only when a specific business need arises, and access is reviewed regularly. ### 5.B. Security Management Skedulo manages information security consistent with ISO/IEC 27001:2022, SOC 2 Type II, the NIST Cybersecurity Framework (CSF) 2.0, and applicable legal and regulatory requirements such as HIPAA and GDPR. ## Disclaimer Notwithstanding Skedulo's extensive efforts, such security measures may not prevent all loss, misuse, or alteration of information, and we cannot guarantee absolute security. We will retain your information for as long as your account is active or as needed to provide you Services. If you wish to cancel your account or request that we no longer use your information, contact us at [privacy@skedulo.com](mailto:privacy@skedulo.com). We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. For more information, please see our [Privacy Policy](https://www.skedulo.com/privacy-policy/). --- --- url: "https://www.skedulo.com/page-not-found/" type: "page" title: "Page not found | Skedulo" description: "Sorry, we couldn't find the page you're looking for." --- # Sorry, we couldn't find what you're looking for. The page may have moved or no longer exists. Head back to the homepage, or use the menu above to find your way. [Go to the homepage](https://www.skedulo.com/) ## Trusted by teams in the field and on shift. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber --- --- url: "https://www.skedulo.com/platform/extend-customize/" type: "page" title: "Extend & Customize Skedulo | Platform" description: "Customize Skedulo with no-code forms, workflow automation, and web and mobile extensions. Build around your data, business rules, and team workflows." --- # Make Skedulo your own. _Extend & Customize Skedulo_ Extend our Pulse Platform with your own data, workflows and applications. Configure what you can, and use web and mobile extensions for the parts of your operation that need a custom solution. [Talk to a Platform Expert](https://www.skedulo.com/contact/) [Explore Developer Docs](https://developer.skedulo.com/) _Illustration: Skedulo developer workspace on a hatched ground with the Forge AI assistant docked in its side panel. Dana Pruitt asks for a permit to work on plant-room jobs - tracked on the job and the site, shown on the page and the phone, with dispatch warned before it expires. Forge works on it, then proposes four changes to field-ops, one of each kind: the Permit custom object, the job page template, a triggered action and a mobile extension. Apply 4 changes is pressed and each turns to a green tick, with Revert in its place._ ## Teams using Skedulo. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## From configuration to custom applications. _Configure_ ### Your data model Add fields, objects and relationships for the details your business runs on, with pages to manage them. _Automate_ ### Workflow & automation Build workflows that apply business rules, update records and connect actions across systems. _Illustration: A Skedulo visual workflow builder card, Failed check follow-up, in Draft. On a dotted canvas the trigger Site checklist submitted waits; an insert point under it is pressed and the condition If a check failed is connected below it, then the action Create a follow-up job, named Replace isolator. A test then runs the path: a green check lands on each step in turn and the lines between them turn blue._ _Build_ ### Web & mobile extensions Develop custom interfaces inside Skedulo, using the platform's data and APIs. _Illustration: A Skedulo page builder card for account-page-template, in Draft: the palette's Site access card, an unpublished draft component, is pressed and dragged as a blue + Site access card ghost onto the account page, under its Account locations block. A drop line marks the place, the card lands selected with its Entrance, Loading dock gate, and the template turns Modified._ _Deliver_ ### Versioned releases Group related customizations into packages you can test and deploy with the Skedulo CLI. _Illustration: A Skedulo package card for field-ops, a tenant package with 9 unpublished artifacts. Publish all is pressed and three artifacts publish in dependency order, each from Draft or Unpublished through Publishing to a green Published: the template crew-roster-template first, then the page Crew roster that uses it, then the Main navigation. A rail fills green between them and the count falls to 6 unpublished._ _Model the operation_ ## Add your own records and relationships. Add records for service programs, permits, corrective actions, and more. Link them to the jobs, people, and locations they concern. Add fields using the terms your team already knows. For example, store site access requirements, required clearance, and approval status against a location. Use defined field types and picklists to keep entries consistent, and configure access through permissions and data access policies. _Illustration: Skedulo developer workspace on a hatched ground with the Permit custom object open in field-ops, Published: its fields as rows - Permit number and Expiry, required, and lookups to Job, Location and Resource - and beside a Relationships card drawing Permit's links to Job, Location and Resource. Add field is pressed and becomes a new field: Issued by types in and is set to a lookup to Contact. Permit counts 6 fields and turns Modified, and Contact joins the relationships through Issued by, its line drawing out from Permit._ _Pages & list views_ ## A workspace for each role. Schedulers, supervisors and administrators work with the same records in different ways. Configure pages and saved views around each role. Record pages and list views are generated from your data model. Customize their columns, filters and layout, or build a more specialized page. A supervisor reviewing site approvals, for example, could see access requirements and approval status together without opening each record. _No-code forms_ ## Build mobile forms without code. Use Form Builder to create forms for Mobile. Frontline teams can record details, attach photos, and collect signatures as they work. Choose from standard components such as text fields, dates, drop-downs, and toggles. Set required fields and validation rules, then show or hide questions based on earlier answers. Use a mobile extension when the workflow needs custom navigation or interactions beyond a form. _Illustration: Skedulo web Form Builder on a hatched ground, Build tab of the Site checklist job form, version 3, page 5 of 5, Sign-off: Overall outcome, the follow-up fields its rule shows - Follow-up reason, Return by and Photo of the issue - and the declaration. Below it an iPhone previews the page answered: the fault photo, the declaration ticked. Add component opens the twelve component kinds, Signature is picked, Site Contact signature lands with its properties beside the canvas and turns required, and the preview shows Helen Pryor's signature at the page's foot._ _Mobile extensions_ ## Go one step further with mobile extensions. Add the pages and actions your frontline team needs inside Mobile, so they can use them alongside their assignments. Build lists and detail pages with the mobile extension component library. A team could use an extension to select parts and record their use against a job. The framework is designed for offline use, but actions that call live APIs or server-side functions need connectivity. _Illustration: Skedulo mobile app on an iPhone, cut off at the bottom: the job details for a quarterly site inspection at 1160 Pioneer Way, Denver, list a Site access extension. It slides in, linked to JOB-4803 and Gloria Benitez: a live gate pass from Pioneer access control - Gate 2, code 4417, badge P-0441, open until 4:20 PM; checks before entry - induction valid, permit PTW-2026-0884 active, roof works on Level 4 until 6 PM in amber; Check in at Gate 2 turns green - checked in at 4:05 PM, Helen Pryor told; then today's areas, the roof plant blocked until 6 PM._ _Web extensions_ ## Build custom tools for complex workflows. Build planning tools, review screens and other custom web applications inside Skedulo, with access to your platform records and APIs. Bring relevant records and custom actions into a tool built for schedulers, supervisors, or administrators. For example, let a supervisor review several jobs together and assign follow-up work from the same screen. Use GraphQL and APIs to connect the tool to platform data, with access configured for the people using it. _Illustration: Skedulo web app on a hatched ground, running the Site access web extension from the main navigation. Visits for the next three working days are listed by day, each Ready or needing attention. JOB-4871, Replace isolator on Fri 15 Aug with Aaron Feldman, is opened: a map of Pioneer Way campus, then what the site asks for - Pioneer badge on file, a permit to work needed, site approval pending. Request a permit from Helen Pryor is pressed: it reads Permit requested, Sent to Helen Pryor at 9:41 AM appears, the permit turns Requested and the visit shows as waiting._ _Logic & deployment_ ## Custom logic and deployment. ### Workflow & automation Build event-driven workflows with conditions, branches and automated actions. Add custom functions where the process requires your own logic. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871_ ### Functions & custom logic Write server-side logic to validate data, transform records, or connect to external systems. Develop and test it with the Skedulo CLI. ### Packages & deployment Group related customizations into versioned packages. Test them in a development environment, then deploy the approved version to production. _Illustration: A small Skedulo card for the field-ops package, version 0.5.0: Development is ticked - tested, approved - with a line to Production at 0.4.0. Approved 4 of 4 and Deploy 0.5.0 are at its foot; Deploy is pressed and the three changes deploy in dependency order, crew-roster-template, then the Crew roster page, then the Main navigation, each spinning then ticked green as the line fills. Production reads 0.5.0 live and the foot reads Live in Production at 7:32 AM_ _Build with Forge_ ## Tell Forge what you want to build. Forge turns plain-language requests into draft configurations and features for your team to review. Describe the workflow or feature in plain language. Your team can review the generated draft, refine it and test it before release, with a developer checking feature implementations. _Illustration: Skedulo's Forge panel on a hatched ground, its proposal up for review: three changes in field-ops - the new template crew-roster-template, the new page Crew roster, and the Main navigation changed, opened on its content.json. Green bands light the six lines added - the Crew roster entry, route crew-roster - and a rose band the one removed. Apply 3 changes opens a confirm: nothing reaches the tenant until you publish, and Revert puts them back. Apply 3, and each row reads Applied, with Revert._ _Platform in practice_ ## A site approval, built on the platform. _[ 01 ]_ ### Site records and review screens A custom approval record could hold site access requirements and clearance details, with a review page for supervisors. _[ 02 ]_ ### Approval logic and notifications A configured workflow could route the request for review, update its status and notify the scheduler when the site is approved. _Illustration: A Skedulo workflow canvas for Failed check follow-up, in draft, built a step at a time: Site checklist submitted, then the rule Any check failed. On Then, Request approval from Wade Brennan and Create follow-up, Replace isolator; on Else, Complete the job and Update work order, its tile the Salesforce logo. Each card lands with the line into it_ _[ 03 ]_ ### A tested release Package the records, pages and workflow together. Test the approval process before deploying it to the teams who will use it. _Illustration: A Skedulo panel testing version 8 of Failed check follow-up on both paths: Run tests is pressed; A check failed on JOB-4803 fills five step dots and passes, a follow-up job Replace isolator, 3 hours; Every check passed on JOB-4833 fills four and passes, the work order updated in Salesforce. Below, what changed since version 7: Post in #dispatch-day added, follow-up jobs 2 to 3 hours, Tell the dispatcher removed. Publish version 8 is pressed and the workflow reads Version 8, Published_ ## Customer stories. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Related Pages_ ## Explore Skedulo. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### How can Skedulo be customized? You can adapt Skedulo's records and pages, build mobile forms without code, and automate workflow steps. For more specialized requirements, developers can build web and mobile extensions, add custom logic, and connect other systems through APIs. ### When should I use Form Builder instead of a mobile extension? Use Form Builder for mobile forms with fields, conditional questions, validation, attachments, or signatures. Choose a mobile extension when the workflow needs custom navigation, related records, or interactions beyond a form. ### Can I build custom tools inside the Skedulo web app? Yes. Developers can create web extensions for tasks such as planning, reviewing records, or handling exceptions. These tools can use Skedulo data and APIs to support the workflow. If you only need different columns, filters, or record layouts, start with configurable pages and list views. ### What can start a Skedulo automation? Automations can start when a record changes, when a supported platform event occurs, at a time relative to a record's date, or on a recurring schedule. The triggers available to your team depend on your environment and enabled features. ### What can the Automation Engine do? The Automation Engine runs workflows with conditions, branches and sequences of actions. It can update records and job statuses, passing data between actions as the workflow runs. The available actions depend on your environment and configuration. ### What are Skedulo Functions? Skedulo Functions are custom server-side code for business logic and connections to other systems. Developers can use them to validate information, transform data, or add actions to web and mobile extensions. Functions are developed, tested, and deployed using the Skedulo CLI. ### Can customizations be managed with the Skedulo CLI? Yes. Developers can use the Skedulo CLI to manage supported configuration artifacts, functions, and extensions. Related customizations can be packaged and tested together before deployment. The available artifact types and operations depend on your Skedulo environment and configuration. ### Can AI help build Skedulo customizations? Yes. Forge, part of Skedulo Intelligence, drafts configurations and features from plain-language requests. Your team reviews and tests the draft before release, with a developer reviewing feature implementations. ### How does Extend & Customize relate to Pulse Platform? Pulse Platform is the foundation for Skedulo's data, workflows, integrations, and applications. Extend & Customize describes the ways you can adapt that platform to your operation, from configuring records and forms to building custom web and mobile tools. ## What would you build? Bring us a process you want to improve or an application you have in mind. We'll help you work out how to build it on our Pulse Platform. [Talk to a Platform Expert](https://www.skedulo.com/contact/) [Explore Developer Docs](https://developer.skedulo.com/) --- --- url: "https://www.skedulo.com/platform/public-pages/" type: "page" title: "Public Pages | Skedulo Platform" description: "Build branded booking, intake, appointment management, and customer portals connected to Skedulo records and workflows with Public Pages." --- # Customer self-service, built on Skedulo. _Skedulo Public Pages_ Create branded booking pages, request forms and customer portals on our Pulse Platform. Connect them to your operational records so customers can manage appointments and check progress without calling your team. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Teams using Skedulo. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber ## More service. Fewer routine calls. _Serve_ ### Online appointments Customers can book or request a change through an experience built around your services and booking rules. _Illustration: Fixwell Appliance Repair's Track your repair page for repair R-7Q4K, the return visit on Fri 15 Aug, 8 - 10 AM: the steps Part in, Booked and On the way are lit, Done to come; Luis is 2 stops away, his van shown on a strip of stops leading to the customer's home; Arriving 9:05 - 9:20 AM, updated 8:22 AM - the answer a customer would have called for, on the page._ _Capture_ ### Service requests An intake form can collect service requirements and create a record for scheduling or review. _Illustration: A Skedulo job card, Design consultation JOB-2215 for Grace Liu, Sat 16 Aug, 10 - 11 AM, for Mara: its pre-visit fields empty while the questions wait, then From Grace and her answers land one by one - Rooms: Living room 3, Primary bedroom 2, Kitchen 1; Interested in: Roller shades, Plantation shutters; Motorized: Yes; Note: Bedroom faces west - blackout - and three window photos._ _Connect_ ### Appointment updates Approved customer changes can update the booking records your schedulers use. _Illustration: A Skedulo job card for Fenwick Pest Control's Home Shield quarterly treatment, JOB-20418, for Sam Ortiz in Aurora: Sam's change from Fenwick's account page lands in the job's history - Rescheduled by customer, Thu 14 Aug, 7:52 PM - Scheduled moves from Mon 18 Aug to Wed 20 Aug, 8 AM - 12 PM, tagged Rescheduled by customer and on Marco's schedule._ _Brand_ ### Your brand throughout Build the experience with your visual identity and language, from the first request to confirmation. _Illustration: Tidewell Home Cleaning's page in Spanish with its teal header: Reserve su limpieza, Limpieza regular cada 2 semanas, Mar 19 ago, 9 AM - 12 PM, Reservar - then Listo, Lucía. Nos vemos el martes 19 de agosto a las 9 AM - and the reminder text from Tidewell Home Cleaning, its mark as the sender, in Spanish._ _Self-service booking_ ## A booking page for your services. Build a booking page that offers services, locations, and appointment times based on your availability and booking rules. The page can collect service details, create the booking record and start your confirmation workflow. Schedulers receive the information entered by the customer, ready for planning and dispatch. _Manage appointments_ ## A change of plans, handled online. Customers can request a new appointment time through a rescheduling experience built around your rules and current availability. The implementation checks access to the appointment, booking eligibility and available capacity before updating the record. Requests outside your rules can be referred to your team for help. _Guided intake_ ## Intake that fits the service. Collect service requirements before the appointment, with questions that adapt to the request and the customer's answers. Build an intake flow for information such as site access, supporting documents, consent and accessibility needs. Validation can identify missing details before submission, with a route to your team for requests that need a conversation. _Status & updates_ ## Appointment status, without the phone call. Create a status page where customers can check appointment details, preparation instructions and progress. Choose which updates to share from Skedulo, including arrival details where available and follow-up information after the visit. The page presents the information your implementation makes available, in language your customers understand. _Portals_ ## Build a customer portal. Give customers an online home for past visits, upcoming appointments, documents and more, with the actions you choose to make available. A portal can bring appointments, contact preferences and service history into one experience. Each verified user should have access only to their permitted records and actions. The same approach can support partner or contractor portals, with access designed for each audience. _Brand & accessibility_ ## Your customers, your experience. Design pages around your brand, your customers' language and the devices they use. The implementation can accommodate regional dates and addresses, translated content and responsive layouts. Include accessibility requirements in the design and testing, from keyboard navigation and visible focus to clear form labels. _Access & security_ ## Access designed into the experience. Customer-facing pages need controls for who can view a record or make a change. Those controls are part of your implementation. Server-side identity checks, authorization and input validation protect the connection to operational records. Your implementation also needs controls for excessive requests and repeated submissions, with diagnostic details kept out of customer-facing errors. _Behind the page_ - **Request records** — Service details recorded in Skedulo. - **Workflow** — Your process for review and follow-up. - **Scheduling** — Customer requirements in the schedule. - **Mobile assignments** — Visit details available in the field. - **Customer updates** — Progress shared through the page. ## Request records A submitted request can create or update a Skedulo record with the customer's service details. _Illustration: Skedulo's job record created from Larkfield Heating & Air's booking page, on a hatched ground: Booked online from Book your tune-up, Wed 13 Aug, 8:46 AM. JOB-4892, Pending allocation, Furnace tune-up, Thu 14 Aug, 10 AM - 12 PM, 1 hour; customer Denise Albright, her phone, 1452 S Ogden St, the $89 fall offer. Then her answers land on the job, added 8:51 AM: gas furnace in the basement, carbon monoxide alarm yes, side gate with the dog in the backyard, street parking only, and a photo of the furnace label._ ### Workflow The record can start a configured workflow for review, notifications or follow-up. _Illustration: Skedulo's workflow New booking follow-up, Active, running for JOB-4892 on a hatched ground: Booked online from Larkfield's booking page, then Text the confirmation, Send pre-visit questions (5 questions by text), Wait until the day before (until 5:00 PM) and Text the reminder - each step checking off in turn as the run goes from Wed 8:46 AM to Wed 5:00 PM, and the path reaching End._ ### Scheduling Schedulers can plan the visit using the requirements collected through the page. _Illustration: Skedulo's queue of the morning's online bookings from public pages, on a hatched ground: Denise Albright's new booking lands at the top - JOB-4892, Furnace tune-up, 8:46 AM, Thu 14 Aug, 10 AM - 12 PM - and what the dispatcher needs to act lands under it: gas furnace in the basement, carbon monoxide alarm yes; side gate, dog in the backyard; Doug Lindqvist is free Thu 10 AM - 12 PM. Allocate is pressed and it reads Allocated, Doug Lindqvist. Below it, JOB-4894, an AC tune-up for Ruth Calder, and the next booking, cut by the window's foot._ ### Mobile assignments The assigned team can access visit instructions and relevant customer details in Mobile. _Illustration: An iPhone running the Skedulo app on a hatched ground, Doug Lindqvist's job JOB-4892, Furnace tune-up: the page opens on a map of the house at 1452 S Ogden St, Denver, Dispatched, Thu 14 Aug, 10:00 AM - 12:00 PM, then scrolls to From Denise, answered Wed 13 Aug, 8:51 AM: furnace - gas, in the basement; carbon monoxide alarm - yes; a photo of the label on the furnace; and an amber note: use the side gate, the dog is in the backyard._ ### Customer updates Status information can return to the customer page through your configured connection. _Illustration: An iPhone showing Larkfield Heating & Air's own visit page in its browser, on a hatched ground: Your tune-up today, Thu 14 Aug, 10 AM - 12 PM, JOB-4892. At 10:12 the steps move from Confirmed to On the way and the card turns from Doug is getting ready to Doug is on his way, arriving about 10:30 AM, 18 minutes away, with Doug L.'s photo, NATE-certified, 9 years with Larkfield; then Before Doug arrives: leave the side gate unlocked, clear a path to the furnace._ _Illustration: A Skedulo job record, JOB-4892, for a furnace tune-up booked online, showing the customer's details and her pre-visit answers._ ## Customer stories. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Related Products_ ## Explore Skedulo. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## Frequently Asked Questions ### What are Skedulo Public Pages? Skedulo Public Pages are web experiences you can build for customers and other people outside your internal Skedulo team. They connect to Skedulo records and workflows to support booking, appointment changes, intake, status updates, and portals. ### Can customers book appointments through a Public Page? Yes. You can build a branded booking page that presents services and appointment options based on your booking rules and availability. The page collects the required details and connects the booking to the relevant Skedulo record and follow-up workflow. ### Can customers reschedule or cancel appointments? Yes, when those actions are included in your implementation. The workflow should verify access to the appointment and check the applicable booking rules before making a change. Rescheduling also needs to account for available capacity. Requests outside those rules can be directed to your team. ### How is access to customer information controlled? Access controls need to be designed into the implementation. Verify identity and permissions before displaying personal records or accepting changes, and validate requests on the server. The experience should expose only the records and actions intended for that user, with controls for excessive requests and repeated submissions. ### Can Public Pages match our brand? Yes. Public Pages can be built with your visual identity, terminology, and customer journey. Language, regional formats, responsive layouts, and accessibility requirements should be included in the design and tested as part of delivery. ### Can Public Pages show appointment status? Yes. You can build a status view that presents relevant Skedulo information in language customers understand, such as confirmed appointment details, progress, and next steps. Which information appears, and when it updates, depends on the data and connections configured for that experience. ### How do Public Pages connect to Skedulo? The public experience connects through server-side functions or APIs that check requests before reading or updating permitted Skedulo records. Those changes can connect to scheduling, notifications, automation, and mobile workflows, depending on how the experience is implemented. ### Are Public Pages the same as the Skedulo mobile app? No. Public Pages are web experiences for customers, partners, contractors, and other external users. The Skedulo mobile app is the authenticated experience frontline teams use to manage assignments and complete their work. ## Let's build your customer experience. Whether customers need to book a visit or manage an ongoing service, we'll help you shape the pages and the processes behind them. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/platform/workflow/" type: "page" title: "Frontline Workflow Automation | Skedulo" description: "Build and automate frontline workflows across scheduling, field execution, handoffs, approvals, alerts, and operational exceptions." --- # Build and automate frontline workflows. _Workflow and Automation_ Build workflows across scheduling, mobile work and your other business systems. The Pulse Platform brings your records, business logic and automated actions together in a visual builder. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) _Illustration: Skedulo workflow builder for Failed check follow-up, Active: Run 214 on JOB-4803 goes down the canvas, each card running in blue then checked green - Site checklist submitted, Any check failed, Request approval to Wade Brennan. As the run waits on him, his approval pops up: Approve the repair to AST-1152, JOB-4803, the photo of the isolator and the failed check, Isolator can be locked off. He presses Approve, it reads Approved 5:18 PM, and the run goes on through Repair approved to Create a follow-up job, which reads Created JOB-4871_ ## Teams using Skedulo. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _What Workflow does_ ## One workflow across teams and systems. A cancelled job may need a customer update, a change in your CRM and a follow-up task for dispatch. Build those actions into the same workflow, using the job data already in Skedulo. Use the Automation Engine to define when the process runs, which conditions it checks and how each action uses the results of earlier steps. _Illustration: Skedulo job JOB-4871, Replace isolator, AST-1152, Pending allocation, at Pioneer Health Systems, 1160 Pioneer Way, Denver: Repair, 2 hours, due Fri 15 Aug, created by the Failed check follow-up workflow from JOB-4803 at 5:18 PM. What it carried in lands section by section: the failed check, Isolator can be locked off, recorded by Gloria Benitez at 4:15 PM; the photo of the isolator; the asset, AST-1152 in the level 3 plant space; Approved by Wade Brennan at 5:18 PM; and the site access - the isolator tagged out, the plant room key with Facilities, permit PTW-2026-0884_ _WORKFLOW IN PRACTICE_ ## Approvals, exceptions, and follow-up. A missed visit or failed check can start a configured workflow. Assign follow-up tasks and route the relevant records for review as part of the process. _Approvals_ ### Approval requests with context Route forms for sign-off with the records needed to assess the request. The reviewer can check the details before making a decision. _Illustration: Skedulo web app, Wade Brennan's approvals: a new request lands at the top of his list, Approve the repair to AST-1152, from the Failed check follow-up workflow on JOB-4803, and he opens it. It carries the site checklist Gloria Benitez submitted at 5:16 PM with one failed check, Isolator can be locked off, the photo of the isolator, and what approving does - Create a follow-up job, Replace isolator, 2 hours. He presses Approve: it reads Approved by Wade Brennan 5:18 PM, the follow-up becomes JOB-4871, and the request is marked Approved_ _Exceptions_ ### Exception follow-up A configured workflow can create an assigned task when a missed visit, failed check or coverage gap is recorded. _Illustration: Skedulo web app, Tasks created by workflows: three exceptions land as tasks, each with its owner - a missed visit, No access at JOB-4826: rebook the visit, for Odette Ferreira from Missed visit follow-up; a coverage gap, JOB-4841 uncovered 2:30 to 3:30 PM, for Mark Doherty from Unavailability follow-up; and a failed check, Isolator check failed on AST-1152, for Wade Brennan from Failed check follow-up. The open count climbs from 9 to 12, above older tasks for Dana Pruitt and Mark Doherty_ _Handoffs_ ### Shared job records Office teams can review the forms, notes and status recorded in the field, along with outstanding actions. The job record provides the context for follow-up work. _Illustration: Skedulo web app, the record for JOB-4803, Quarterly site inspection at Pioneer Health Systems with Gloria Benitez, as the office sees the field's updates land: the site checklist submitted at 5:16 PM with one failed check, from Gloria Benitez in the mobile app; the status turns from In progress to Complete; her handover note to Aaron Feldman, AST-1152 is tagged out and isolated, the plant room key is with Facilities; and two outstanding actions with owners - Replace isolator, AST-1152, Aaron Feldman, JOB-4871 Fri 15 Aug; Close out permit PTW-2026-0884, Helen Pryor_ _Follow-ups_ ### Automated follow-up tasks Configure a workflow to create a follow-up task when completed work needs further attention, using the information already recorded. _Illustration: Skedulo web app, the Jobs list: Quarterly site inspection JOB-4803 shows 1 failed check, and the follow-up the Failed check follow-up workflow creates lands under it, linked - Replace isolator, AST-1152, Repair, Pending allocation, Not scheduled, 2 hours, JOB-4871. Then JOB-4803 turns from Dispatched to Complete, among the day's other jobs_ _How it works_ ## Workflow logic and controls. ### Record and event triggers Start a workflow when a record changes, a supported event occurs or a scheduled time arrives. _Illustration: Skedulo workflow trigger panel on the builder's canvas: of four ways to start - Record change, Time offset, Recurring schedule, Platform event - the pointer picks Record change, sets the record to Form response and the event to Created, and adds a filter, Only when Form is Site checklist; the trigger's title becomes Site checklist submitted_ ### Conditional logic Create different paths for different outcomes, using record values and the results of earlier actions. _Illustration: Skedulo workflow condition panel for the IF Repair approved, Continue on Then when: Request approval, Decision, is - the pointer opens the value menu and picks Approved. Tested with Run 214 the row gets a green tick, the Then path to Create a follow-up job lights, Taken in Run 214, and the Else path to Tell the dispatcher goes quiet_ ### Data and variables Use record data and action results throughout the workflow, without entering the same information at each step. _Illustration: Skedulo workflow variables panel, Variables, Run 214, Passed to the next steps: each value lands as the step that sets it runs - asset AST-1152 from the Site checklist, then decision Approved from Request approval_ ### Targeted notifications Send notifications to the people involved, with messages that include relevant details from the workflow. _Illustration: Skedulo workflow notification step, Notify the approver: the pointer sets To to Wade Brennan, the approver, and the message, Approve the repair to {asset}, previews with Run 214's value as Approve the repair to AST-1152_ ### Execution history Review each run to see which actions completed and investigate failures. _Illustration: Skedulo workflow run history for Run 214 on JOB-4803: its record lands line by line, each checked green - A check failed: Isolator, Wade Brennan approved, Created JOB-4871, Replace isolator - and the run reads Succeeded_ ### Visual workflow builder Build and adjust the process on a visual canvas, with actions and conditional branches. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/). _Illustration: Skedulo visual workflow builder canvas: under Create a follow-up job, the pointer presses the plus on the line to End, the step palette opens, Send message is picked, and a new step, Post in #dispatch-day, lands in its place before End_ _Triggers_ ## Event-driven and scheduled automation. Respond to changes as they happen or run a process at a planned time. Triggers can use record changes, supported platform events, recurring schedules or a time relative to a record's date. _Record Change_ ### Record changes Start when a standard or custom record is created, updated, or deleted. Filter for the object, operation, and values that matter, such as a status change or cancellation. _Illustration: Skedulo Automation Engine builder, the automation Cancelled job follow-up in draft: on the dotted canvas its trigger card is selected, the panel beside it sets it up. Object is Job; of Created, Updated and Deleted the pointer picks Updated, then adds a filter that lands chip by chip - Status changes to Cancelled - and the card renames itself from Record change to Job cancelled, Status changes to Cancelled. Under it the steps it starts: update the Salesforce work order, then if it was due within 24 hours._ _Record Time Offset_ ### Time-based triggers Start an automation a set amount of time before or after a date or time field on a record. Use it for appointment readiness checks, reminders, and credential expiry. _Illustration: Skedulo Automation Engine builder, the automation Appointment reminder in draft: the selected trigger is set up in the panel - Object Job, Date field Start time, Offset 24 hours - and the pointer picks Before of Before and After. The trigger card renames itself Before the visit, Start time, 24 hours before, and the next run lands: Thu 14 Aug, 8:00 AM, as JOB-4871 starts Fri 15 Aug at 8:00 AM. Under the trigger: text the site contact, remind the technician._ _Recurring Schedule_ ### Recurring schedules Run checks and summaries at set intervals, on a daily or weekly schedule, or with a cron expression. Set the time zone to match the operation. _Illustration: Skedulo Automation Engine builder, the automation Awaiting follow-up digest in draft: the trigger panel offers Interval, Daily, Weekly and Cron, and the pointer picks Weekly. Mon, Wed and Fri light in turn, at 7:00 AM in the America/Denver time zone, and the next three runs land - Fri 15 Aug, Mon 18 Aug and Wed 20 Aug at 7:00 AM - as the trigger card renames itself Mon, Wed and Fri, 7:00 AM, America/Denver. Under it: find assets to repair, post the digest in #dispatch-day._ _Platform Event_ ### Platform events Respond to Rules Violation events and filter their data to determine which events start the workflow. _Illustration: Skedulo Automation Engine builder, the automation Qualification check in draft: its trigger subscribes to the platform event Rules Violation, marked Beta. The pointer adds a filter on the payload that lands chip by chip - rule is Required qualifications - and the trigger card reads Required qualifications. Below, the last event received, a JSON payload for JOB-4839 and Brooke Feeney, missing Working at heights, lights its rule line: Matches the filter. Next on the canvas: create a Tempo task for Mark Doherty._ _Illustration: Skedulo Automation Engine builder, the automation Cancelled job follow-up in draft: on the dotted canvas its trigger card is selected, the panel beside it sets it up. Object is Job; of Created, Updated and Deleted the pointer picks Updated, then adds a filter that lands chip by chip - Status changes to Cancelled - and the card renames itself from Record change to Job cancelled, Status changes to Cancelled. Under it the steps it starts: update the Salesforce work order, then if it was due within 24 hours._ _Action catalog_ ## Actions built for frontline operations. Create jobs, allocate technicians, send customer messages or update a connected system. Combine actions in a workflow and use the result of one to inform the next. ### Data & Records Get records, run GraphQL queries, or create, update, and delete standard and custom records. ### Work Management Create and manage jobs, including changes to timing, resource requirements, and job locks. ### Allocations & Offers Allocate or deallocate resources, dispatch assignments, and create job or shift offers. ### Scheduling & Location Use resource and time suggestions, travel time, distance and proximity in scheduling decisions, through the available actions. ### Notifications & Integration Send SMS or push notifications, or make an HTTP request to a connected system. ### Tempo & AI Create an assigned Tempo task with the relevant work records attached. _Automation and Tempo_ ## Connect your workflows to Tempo. Create a Tempo task when a workflow needs someone's attention. Include the relevant records, priority and recipient so they can investigate without reconstructing what happened. Tasks can include job, worker, customer and other records, along with a description of the issue. Investigate-and-propose and approval-gated actions are in active development; your Skedulo team can confirm availability for your environment. ## Customer stories. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Related Pages_ ## Explore the Pulse Platform. ### Platform - [AI](https://www.skedulo.com/platform/ai/) - [Tempo](https://www.skedulo.com/product/tempo/) - [Integrations & APIs](https://www.skedulo.com/platform/integrations/) - [Public Pages](https://www.skedulo.com/platform/public-pages/) - [Extend & Customize](https://www.skedulo.com/platform/extend-customize/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Analytics](https://www.skedulo.com/product/analytics/) ## Frequently Asked Questions ### What is Skedulo Workflow and Automation? Workflow and Automation is part of the Pulse Platform. It lets you build processes that use Skedulo records, evaluate conditions and run actions across frontline work and connected systems. Those processes can also assign follow-up tasks and route information for review. ### What does the Automation Engine do within a workflow? The Automation Engine is the visual builder behind a workflow. A trigger starts the process, conditions determine the path, and actions update records, manage work, notify people, or call connected systems. ### What can start an automation? Automations can start from a record change, a time relative to a record, a recurring schedule, or a supported platform event. Current documentation includes Rules Violation events. ### What actions can an automation perform? Built-in actions cover data and records, work management, allocations and offers, scheduling and location, notifications, integration, and Tempo. See the [action reference](https://docs.skedulo.com/action-reference/guide/overview/) for the available operations and required inputs. ### Does Workflow replace manual approvals? No. People still make the decisions your process requires. Workflow can automate the routing and notifications around an approval, with the next action defined by your configuration. ### How does automation work with Tempo? An automation can create an assigned Tempo task and attach relevant work records. Approval-gated and headless agent actions are in active development; confirm availability with your Skedulo team. ### What kinds of processes does Workflow handle? Examples include responding to cancelled jobs, arranging follow-up work after an inspection, sending appointment reminders and sharing completed job details with other systems. Connections to billing or payroll use configured integrations. ### Does Workflow connect to systems outside Skedulo? Yes. HTTP actions and configured integrations connect workflows to other business systems. Each connection needs the endpoint, authentication and data required by that system. [Explore Integrations & APIs](https://www.skedulo.com/platform/integrations/). ### Can administrators see whether an automation ran? Yes. Review execution results and available step details to understand how the automation ran. ### Do automations retry failed runs? Current beta documentation does not provide automatic action retries or execution replay. Design error handling and recovery around that limitation. ### Who can manage automations? Administrators and users with the relevant permissions can view or manage automations. Test changes outside production and confirm access before activating them. ### Is the visual automation builder available to our team? Skedulo documents the Automations feature as open beta. Your administrator or Skedulo team can confirm availability and the setup needed for your environment. ## Let's look at your workflows. Bring a process you'd like to automate. We'll explore how to build it on the Pulse Platform. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/use-cases/asset-management/" type: "page" title: "Field Service Asset Management | Skedulo" description: "Schedule maintenance, inspections and repairs on critical assets with the history and instructions attached, then record condition and follow-up." --- # Keep critical assets working. Schedule maintenance, inspections, and installations with the people and equipment the work requires. Give teams asset history and instructions, then record results and follow-up. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) ![Technician with a clipboard checking a row of battery storage containers](https://assets.skedulo.com/uploads/hub-heroes/uc-asset-management-hero-v2.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Asset work, from the planner to the technician on site. Each service visit adds to the asset history the next job depends on. Planners use it to scope the work, and technicians see it on site before they start. _Runs the operation_ ### Maintenance manager Review maintenance due, overdue jobs, unassigned work and repeat visits. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in a lab coat writing on a clipboard beside a filling line](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-08-b.webp) _Plans the work_ ### Maintenance planner Scope the next job from previous repairs, condition readings and unresolved faults. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Worker in a hi-vis vest holding a tablet at a wall planning board](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-07-a.webp) _Does the work_ ### Field technician Review asset history and instructions in Skedulo Mobile before starting the job. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician holding a handheld meter and a tablet beside a motor](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-02-b.webp) _One Asset Operation_ ## Coordinate asset service, equipment bookings, and installations. Plan work on installed assets, schedule the equipment teams need, and coordinate new installations. Keep the relevant asset details with each assignment. ### Maintenance & repairs Schedule inspections, preventive maintenance, and repairs with the asset’s location, service history, and work requirements attached. _Illustration: A Skedulo mobile card, Inspected assets, with one row per asset recorded on the visit: AST-1163 on the ground floor riser, not applicable; AST-1152 in the level 3 plant space, failed in solid rose; AST-1147 in the same plant space, passed in green - the failed asset standing out at a glance._ ### People & equipment bookings Schedule vehicles, tools, rooms, or devices alongside the people who need them, using the resource availability recorded in Skedulo. _Illustration: Skedulo job panel for an inverter replacement on unit 2, Wed 13 Aug, 2:00 - 3:30 PM, the technician en route, open on Asset detail: the E-Transit cab chassis, plate 523 NL7, allocated to the job, with a photo of the vehicle, its current location, four seats, fleet ID RAW1259 and its next service due 3 Feb - a vehicle booked as a resource alongside the people._ ### Installation & commissioning Coordinate crews, equipment, and site access. Give teams the instructions and forms to record installation work, test results, and handover details. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its foot: the progress of JOB-4803 from request to result - requested as work order 00012345, dispatched to Gloria Benitez, on site at 4:05 PM, isolator AST-1152 failed with follow-up JOB-4871 for Aaron Feldman, the site checklist signed off. Complete job is pressed and the rest lands in turn: complete at 5:21 PM, the work order completed, sent to Finance for invoicing at 5:22 PM, the handover to Aaron Feldman at 5:24 PM._ _Tempo_ ## Work through the maintenance queue with Tempo. Review maintenance requests, ask about previous work and coordinate follow-up with Tempo. It uses the available asset and job records; actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Overdue maintenance A service visit is overdue. Review what the asset needs and who can take the job with Tempo. _Illustration: Skedulo Tempo at the start of a dispatcher's day: Tempo greets Mark Doherty at 7:30 AM and writes his Morning brief beside the Issues inbox - 41 jobs today, 11 technicians on, 94% covered; overnight it moved a job to Thursday, synced Gloria Benitez's Friday leave from Workday and sent 23 arrival windows; first, a skill gap on JOB-4866 in Aurora, two offers unanswered and rain from 3:00 PM. Mark opens the skill gap, and Tempo has a plan ready: Aaron Feldman, who holds the certificate, takes the job with Andre Bassett riding along_ ### Repeated fault Review previous repairs before arranging another visit for the same fault. Tempo can help gather the available work records. _Illustration: Skedulo Tempo working an urgent job from its issue: Harvest Table's walk-in cooler is at 41 degrees and rising, and JOB-4861 needs someone who handles refrigerant on site by 3:20 PM. The issue lands in red and becomes the task's header; Tempo reads the job and the qualified technicians' afternoons. The panel opens on the cooler's readings; only Brooke Feeney, on call 8 minutes away, can make it if her routine filter change moves. Once the dispatcher starts the plan, Tempo moves it to Friday, sends Brooke and texts both customers_ ### Failed inspection Review the open finding and prepare follow-up with the responsible team. Tempo can help coordinate the next steps. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap_ ### Missing asset history The technician needs more asset history. Use Tempo to help review the available records and prepare a request for the missing details. _Illustration: Skedulo Tempo working a call-out beside the dispatcher: Doug Lindqvist is unavailable from 1:30 PM and JOB-4841, a thermostat and damper check, has no one on it. Tempo reads the absence, the job and who can cover, asks whether Dana Whitfield can take a later arrival, and puts forward reassigning JOB-4841 to Gloria Benitez, HVAC certified and 0.8 mi away, arriving 3:45 - 4:15 PM, its Context panel holding the absence, the job and the plan. Once accepted it checks her route, reassigns the job, texts Dana and closes with a session summary_ _How it runs_ ## The maintenance workflow. _[ 01 ]_ ### Maintenance requests Start with a maintenance plan, inspection finding, customer request, or alert from a connected asset system. _Illustration: Skedulo card for the Salesforce integration: the Salesforce logo, Connected, 4 data flows. Work order 00012345, a quarterly site inspection, comes in from Salesforce in real time and becomes JOB-4803 in Skedulo, pending allocation: 1 synced in 0.8 seconds, Mon 11 Aug._ _[ 02 ]_ ### Priority & service commitments Review recorded condition, asset importance, service commitments, and the impact of delaying the work. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ _[ 03 ]_ ### Scope & requirements Set the scope, expected duration, skills, equipment, and parts requirements. Include site-access details, procedures, and the records teams must capture. _Illustration: Skedulo Form Builder, Settings tab, for the Site checklist: Form type with Job form chosen over Global form; Job types as chips, Inspection with Fire safety audit added; Resource categories as chips, Inspector with Senior Technician added, so only resources in these categories see it. At the foot: Gloria Benitez, a Senior Technician, sees it on JOB-4803._ _[ 04 ]_ ### People & equipment allocation Match the work to available people with the required skills and credentials. Account for travel, access windows, and the vehicles or equipment needed. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez first with a 96 match on a pale green row, ten minutes and 1.9 miles from her last job; Doug Lindqvist at 81, crossing territory; Bridget Hanley at 64, her shift ending at 3:30 PM - the reason under each name._ _[ 05 ]_ ### Service & inspection records Give teams the asset history and instructions before they start. Record work performed, condition readings, parts used, and any unresolved issues against the job. _Illustration: A Skedulo mobile inspection card scoring a vehicle item by item: windscreen and mirrors, pass; tyres and wheels, fail in rose; brakes and steering, pass. A notice logs the defect - the workshop has been notified and the vehicle stays available for metro routes only._ _[ 06 ]_ ### Review & corrective work Assign follow-up for unresolved issues, review the job record, and send results to the systems that need them through configured integrations. _Illustration: A Skedulo workflow canvas for Failed check follow-up, in draft, built a step at a time: Site checklist submitted, then the rule Any check failed. On Then, Request approval from Wade Brennan and Create follow-up, Replace isolator; on Else, Complete the job and Update work order, its tile the Salesforce logo. Each card lands with the line into it._ _Asset History_ ## Every service visit adds to the asset history. Previous repairs, condition readings and unresolved faults help planners scope the next job. Bring that history together with available manuals, attachments and warranty details when preparing the assignment. _Illustration: Skedulo mobile job detail on an iPhone, opening on a map of the site, a pin on 1160 Pioneer Way, Denver: a quarterly site inspection in progress, the site owner's contact, site information with access and hazards, and the work history - two audits passed, a fire door raised in May still open. Record finding slides in the finding page with its severity and the follow-up job it raises for Aaron Feldman, due Friday; saved, the follow-up job sits under the history and the open issue is resolved in green._ _Readiness & Scheduling_ ## The technician and the equipment, booked together. Plan around skills, availability, travel, and site-access windows. Include the required crew members and equipment, and check for missing information before confirming the assignment. - **Assignment requirements** — Review asset information, expected duration, skills, equipment requirements, and site access before assigning the job. - **Missing prerequisites** — Flag missing parts, credentials, or asset details so the coordinator can arrange what is needed or revise the assignment. - **Procedures & evidence** — Provide the required procedures, forms, and evidence requirements before the visit begins. _Illustration: Skedulo job panel for an inverter replacement on unit 2, Wed 13 Aug, 2:00 - 3:30 PM, open on Crew: three allocated against the crew the job requires - Aaron Feldman, team leader, confirmed with safety training complete; Gloria Benitez, dispatched, training complete; Andre Bassett, confirmed, his safety training not completed and flagged in red before the visit._ _Mobile_ ## Asset history, available on site. Give installers, technicians, and inspectors asset details, service history, and instructions on mobile. Configure mobile extensions for multi-asset inspections, nested equipment records, or commissioning workflows that need more than a standard form. - Asset identity, location, and history - Procedures, hazards, and access requirements - Job forms and follow-up actions - Job updates shared with dispatch - Photos, readings, and required signatures _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at the bottom: the job details for a quarterly site inspection open on a map of the site, the job On site, its forms and, under Extensions, a Site access row. The Site access page slides in, linked to JOB-4803, Pioneer Way campus and Gloria Benitez: gate code 4417, Pioneer badge on file, permit to work PTW-2026-0884 expiring Fri 15 Aug, Helen Pryor meets you. Log site entry turns green - entry logged at 4:05 PM._ _Completion_ ## Service records that include the findings. **Condition readings, work performed and unresolved faults belong with the asset record. Use those findings to scope corrective work and future service visits.** ### Condition readings Log condition observations, readings, and parts used as part of the job. ### Photos & signatures Attach photos, annotations, and any required signatures to the work record. ### Service details Record completed procedures and unresolved issues against the asset. ### Corrective work Use findings to define corrective work or a recommended service visit, with an owner and required timing. _Illustration: Skedulo mobile job completion page on an iPhone at 1:1, cut off by the square: for a quarterly site inspection, JOB-4803, the work completed typed in, two materials in the list - a heavy duty door closer and a lockout tag and padlock - the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and the site owner's signature from Helen Pryor._ _Systems_ ## Connect field work with your existing asset systems. Bring work requests and asset data into Skedulo through integrations and APIs. Send job status, results, and follow-up details back to connected systems according to the integration you configure. - **EAM and CMMS** — Share condition observations, service history, and recommended follow-up work. - **CRM and customer service** — Share job outcomes and follow-up details with customer and service-case records. - **ERP, finance, and inventory** — Share completed-work and parts-usage details for billing, financial review, and inventory records. _Illustration: Skedulo Settings, Integrations, Data ownership: owner chips - All 11, Salesforce 2, Workday 3, Skedulo 5, Finance 1 - over a table of record, owner, who may update it in Skedulo and where it returns. Accounts and work orders are Salesforce's and workers, skills and leave Workday's, all read only in Skedulo; jobs, schedules, forms, completed work and approved time are Skedulo's, jobs returning to Salesforce, completed work to Finance, approved time to Workday; invoices are Finance's._ _Analytics_ ## Maintenance backlog and service performance. ### Work due and outstanding Review maintenance due, overdue jobs, unassigned work, and completed assignments. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in columns spread across the tile, amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing._ ### Scheduling and dispatch Track time to assign, arrival against the scheduled window, and backlog age. _Illustration: Analytics tile: 4.1 minutes median time to assign, down 18%, with a long blue bar per dispatcher down the tile - Mark 3.6, Jen 4.4, Dana 4.8 and Wade 4.6 minutes - and Wade's bar easing down from 5.1._ ### Travel and utilization Compare recorded work time, travel time, and utilization by the dimensions included in your reporting model. _Illustration: Skedulo Analytics tile: 80% of the working day spent on the job across three regions, down 2 points, with one bar per region split into on-job, travel and idle time. North reads 78% on the job and 18% traveling, its travel segment warming to a strong amber; Central reads 79% and 13%, South 83% and 12%. Key: on job, travel, idle._ ### Completion and repeat visits Review first-visit completion and repeat visits. Include recorded downtime where that data is available. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%._ ### Job review and follow-up Review missing job evidence, time spent in review, and corrective work created from findings. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose._ ## Mainmark went from 100% paper-based to 90% digital. - **Before** - Paper, spreadsheets, and whiteboards for multi-day, multi-resource scheduling. - Seven offices across Australia and New Zealand plus subsidiaries with no shared system. - **With Skedulo** - Daily dashboards giving managers a helicopter view of scheduled work and performance against targets. - Digital records replacing paper across ground engineering and asset preservation work. - **Outcome** - 90% of records now digital, up from 100% paper-based. - Real-time visibility into scheduling and performance. > For managers, daily dashboards give a helicopter view of what we have scheduled and how we're performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful... We've gone from 100% paper-based to 90% digital. > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark - **90%** — digital, up from 100% paper-based [Read Story](https://www.skedulo.com/customers/mainmark/) _Explore further_ ## Explore tools for asset service teams. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Analytics](https://www.skedulo.com/product/analytics/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Planning preventive maintenance](https://www.skedulo.com/learn/preventive-maintenance/) - [Optimizing scheduled maintenance](https://www.skedulo.com/blog/scheduled-maintenance/) ## Frequently Asked Questions ### What is field service asset management? Field service asset management is scheduling and completing work on installed assets, such as inspections, preventive maintenance, repairs and installations, with each asset's location, history and requirements attached. Workers record condition readings, parts used and follow-up against the asset. It works alongside an EAM or CMMS, which holds the asset register. ### Is Skedulo an EAM or CMMS? Keep your asset register in your EAM or CMMS while Skedulo schedules crews, supports field work, and records the results. Your integrations determine what is exchanged and when. ### How do field technicians use asset history on the job? Before arriving, technicians see the asset's identity, location, service history, procedures, hazards and access requirements on mobile. On site, they record readings, parts used, photos and unresolved issues against the asset. For multi-asset inspections or nested equipment records, mobile extensions go beyond a standard form. ### Can Skedulo schedule vehicles or equipment with people? Yes. People can be scheduled alongside resources such as vehicles, tools, rooms, or devices. The resource types, availability, and assignment rules are configured around your operation. ### Can maintenance be recurring or condition-triggered? Yes. Work can be created from recurring schedules or configured workflows using events from connected systems. Condition-based workflows depend on the asset data, integrations, and rules you set up. ### Can a failed inspection create repair work? Yes. A configured workflow can use an inspection result to create follow-up or corrective work with an owner, priority, and schedule. Include review or approval steps where your process requires them. ## Show us how you plan maintenance. Bring your maintenance workflow and the asset systems you use. We'll show you how Skedulo can schedule the crews and equipment, support field work and return the results. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore the Pulse Platform](https://www.skedulo.com/platform/) --- --- url: "https://www.skedulo.com/use-cases/communication-messaging/" type: "page" title: "Frontline Messaging Software for Field Teams | Skedulo" description: "Share schedule changes, job details and urgent updates with the people affected, and keep every decision connected to the work." --- # Team conversations, inside Skedulo. Dispatch, supervisors and frontline teams can message each other in the apps they already use for work. Discuss a visit, share a site photo or send an update to a regional team. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Home care worker messaging on her phone in a parked car](https://assets.skedulo.com/uploads/hub-heroes/uc-communication-messaging-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Messaging for the office, supervisors and frontline teams. A delay, absence or access change has to reach the people it affects. The conversation happens in Skedulo, and the confirmed change still goes in the schedule. _Runs the operation_ ### Regional operations manager Broadcast an operational change to a region or site and coordinate the response. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker taking a photo with a phone while two colleagues load a trailer](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-09-a.webp) _Plans the work_ ### Supervisor Share coverage changes, handoff details and job context with the people doing that work. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Worker in a hi-vis vest using a tablet beside a packing line](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/consumer-goods-packaging/cgp-03-a.webp) _Does the work_ ### Frontline worker Read and reply to messages, share photos and exchange files in Skedulo Mobile between assignments. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician using a phone beside an open indoor unit](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-09-a.webp) _One Communication Operation_ ## A conversation for each team and situation. Use ongoing channels for a site or region, group conversations for a working team and direct messages for individual questions. ### Team & Location Keep a stable crew, care team, department, site, or region connected in one place. _Illustration: The Skedulo web app open on Messaging. The Find a channel search in the sidebar opens Discover channels over the dimmed app, listing channels with their member counts; region is typed and the list turns to central-region, north-region, the private region-leads with a lock, and south-region. Join on central-region becomes a green Joined, its members going from 16 to 17._ ### Shift & Work Share coverage changes, handoff details, and job or customer context with the people doing that work. _Illustration: One question asked once in the Skedulo #on-call channel, a thread card on a pale blue ground with the channel's 12 members: Doug Lindqvist at 7:52 AM, I can't make Saturday's standby, 7 AM - 3 PM, can anyone cover? Under 3 replies: Brooke Feeney, I can take it; Aaron Feldman, I'm free too, if Brooke can't; and Mark Doherty at 8:12 AM, Brooke covers Saturday, 7 AM - 3 PM, marked with a green Schedule updated._ ### Region & Incident Broadcast an operational change and coordinate the response across the teams it affects. _Illustration: Skedulo web app, Messaging: a new broadcast from Wade Brennan, Field Supervisor. Audience chips go in one at a time - North region crew and South region crew, then Harrison St depot and 2900 Larimer St - and the reach climbs from 12 to 38 people. Closure is picked as the type. The message: 2900 Larimer St is closed this afternoon after a power outage; report to the Harrison St depot; today's jobs there have moved to tomorrow. Sent: delivered to 38 people across 2 teams and 2 locations, read by 24._ _Tempo_ ## Draft and discuss updates with Tempo. Ask Tempo to help prepare a response using the relevant work records. Your team can review it alongside the scheduling or operational decision; available actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Unplanned site closure A site has closed. Use Tempo to help review the affected jobs and prepare clear instructions for the team. _Illustration: Skedulo Tempo working a storm warning from its issue: lightning and hail from 2:00 to 5:00 PM put three rooftop jobs at risk. The warning lands in red and becomes the task's header; Tempo reads the forecast, the rooftop work and the indoor work waiting. The panel opens on the storm hour by hour and the rooftop jobs for Curtis Mensah and Hoa Pham. Once the dispatcher starts the plan, Tempo moves the rooftop jobs to a clear Thursday morning, fills the afternoon with indoor work, and tells the customers and the crew_ _Shift callout, no coverage_ ### Shift callout with no coverage Use Tempo to help review the open shift and prepare a request for replacement coverage. Confirm the assignment in scheduling. _Illustration: Skedulo Tempo taking a sick call from a chat: the scheduler types Bridget Hanley, the name autocompletes as a resource, and sends 'called in sick for the rest of the day'. Tempo opens an issue for Sun 2 Mar on Ward B and gathers her hours, sick leave from Workday, preferred contact and the 12:30 - 6:30 PM shift left uncovered. Once the scheduler starts its plan it records her sick leave, lists three available nurses from Mastermind, has the policy engine pick Carol Ng for fewest hours, asks before offering her the shift, texts her, and allocates her when she says yes_ _Customer question_ ### Customer question needs an answer Review the customer's question with the relevant appointment details before replying. Tempo can help prepare the response. _Illustration: Skedulo Tempo working a cancellation from its issue: Dana Whitfield cancels today's 2:30 PM thermostat check, leaving Doug Lindqvist 2:30 - 4:15 PM open. The issue becomes the task's header; Tempo reads his afternoon, the queued work nearby and who asked to be seen sooner. The panel opens on Dana's note and the gap in Doug's day, and Tempo picks Nina Castillo's air conditioner repair, 12 minutes away. Once the dispatcher starts the plan, Tempo offers her 2:30 PM by text, books it when she says yes and rebooks Dana_ ### Urgent safety alert Use Tempo to help prepare a site update for the responsible manager. Follow your established emergency procedures for urgent safety issues. _Illustration: Skedulo Tempo working an urgent job from its issue: Harvest Table's walk-in cooler is at 41 degrees and rising, and JOB-4861 needs someone who handles refrigerant on site by 3:20 PM. The issue lands in red and becomes the task's header; Tempo reads the job and the qualified technicians' afternoons. The panel opens on the cooler's readings; only Brooke Feeney, on call 8 minutes away, can make it if her routine filter change moves. Once the dispatcher starts the plan, Tempo moves it to Friday, sends Brooke and texts both customers_ _How it runs_ ## A schedule change needs a conversation, too. _[ 01 ]_ ### A change to the day A delay, absence, access change, customer question, or other issue creates a need to update the people involved. _Illustration: A Skedulo message exchange lifted out of the #north-region thread: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up, can we shift the 2pm? - with 3 replies; then Mark Doherty at 9:44 AM: Done. Window is now 2:40 - 4:10, marked Schedule updated._ _[ 02 ]_ ### The affected team Identify the relevant team, shift, job, location, or role using the recipient settings configured for your operation. _Illustration: A Skedulo card listing the technicians on job #4809, 3 of 4: Aaron Feldman, crew leader, dispatched; and the members Andre Bassett, dispatched, and Brooke Feeney, confirmed - the people an update about the job is for._ _[ 03 ]_ ### Relevant details Include the relevant job or schedule and any instructions, files, or photos needed to understand the update. _Illustration: Skedulo web messaging card for job #4821, running 26 minutes over: its location, 123 Birch St, today's 2:00 - 3:30 PM window and the technician, Gloria Benitez, with Mark Doherty's 9:08 AM update under it - updating the ETA and texting the customer now, Pioneer Health has been notified - marked Schedule updated._ _[ 04 ]_ ### Questions & replies Use a direct message, group, or channel to ask questions, share answers, and involve the right person. _Illustration: The Skedulo web app open on Messaging, the north-region channel on the morning's delay. In the composer Mark types Can you sign off on #4821 at 4:10? and then @W, and the two channel members it matches pop over the composer - Wen Zhao, Technician, and Wade Brennan, Field Supervisor - the highlight moving from Wen Zhao to Wade Brennan._ _[ 05 ]_ ### A confirmed decision Record the decision and responsible person, then update the affected assignment or business record as your workflow requires. _Illustration: A slice of the Skedulo dispatch board - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's belt check runs past its end, her 2:00 PM water changeover gets the rose overlap band, and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM; a notice says the customer was sent the new window. Then Bridget Hanley calls out, her lane hatched from 1:30 PM, and her remaining job moves onto Aaron Feldman. Every other card stays where it is._ _[ 06 ]_ ### The operational record Record confirmed changes in the schedule or relevant business record. A conversation alone does not change an assignment. _Illustration: Skedulo mobile actions card for JOB-4821, water changeover service at Pioneer Health Systems: Helen Pryor, Facilities Manager, with call, SMS and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 in its place without leaving the job._ _Conversations_ ## Talk to a colleague or the whole team. Use direct messages for individual questions, groups for a working team, and public or private channels for ongoing coordination. Keep relevant updates and decisions in the conversation as people join. _Illustration: The Skedulo web app open on Messaging, the north-region channel beside the sidebar. The plus beside Direct messages opens New message: a people picker drops under the To field listing five colleagues with their roles, Gloria Benitez and Odette Ferreira are ticked, each landing in To as a name chip, and the composer reads Message Gloria Benitez and Odette Ferreira._ _Broadcasts_ ## One update to the group or channel. Share the change, when it takes effect, and what people need to do. Use the relevant groups or channels and follow up where a response is required. ### Team channels Send the update to the relevant team channel or group. _Illustration: Skedulo web messaging card for a group message titled Mark Doherty, Gloria Benitez, Odette Ferreira beside their three photos: Mark asks Gloria, Odette - all set for Pioneer Health at 2:40?, Odette answers Yes. Helen will meet Gloria at the dock., and Gloria replies Thanks - I'll message when I'm 15 minutes out._ ### Change details The change, the effective time, the required action, and the source. _Illustration: Skedulo web messaging thread for today: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up, can we shift the 2pm? - with 3 replies, the last at 9:44 AM; then Mark Doherty at 9:08 AM, updating the ETA and texting the customer now, Pioneer Health has been notified, marked Schedule updated._ ### Supporting information Include the job or appointment details, files and procedures colleagues need to understand the update. _Illustration: A Skedulo job card linked in a message: the current job, #4821, 26 minutes over, at 123 Birch St, in today's 2:00 - 3:30 PM window, with Gloria Benitez as the technician._ ### Replies & confirmation Ask the people affected to reply when confirmation is needed, then follow up on unanswered requests. _Illustration: A Skedulo Tempo card on a soft blue ground: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ### Unanswered requests Follow up with recipients whose response is still outstanding, then keep the update in the channel where it belongs. _Illustration: Skedulo web messaging card with the settings of the heatwave channel: Archive is pressed, the status changes from Active to Archived, the row becomes Restore channel with a blue Restore button and a line reads Archived today by Dana Pruitt; then Restore is pressed and the channel is active again. Below, who can archive: managers and administrators; who can restore: administrators._ _Work in Context_ ## Sometimes a site photo explains it best. Share a photo, file or site instruction in the conversation. Colleagues can review the details, ask questions and agree on a response without piecing it together from separate calls. _Illustration: Skedulo web messaging card for the #north-region channel on a pale blue ground. Gloria Benitez asks at 2:05 PM: How do I get into the site? Leaving for Birch St now. Her message carries a link to JOB-4821, Water changeover service, which opens into the job's details: account Pioneer Health Systems, address 123 Birch St, window 2:40 - 4:10 PM, technician Gloria Benitez, status Dispatched. Dana Pruitt answers at 2:08 PM: use the loading dock gate on Birch St, the code is 4417, and Helen will meet you at the dock._ _Mobile_ ## Built for work away from a desk. Frontline workers can read and respond to messages, share photos and exchange files in Mobile while managing their assignments. - Mentions and unread state - Channels, groups, and direct messages - Work and schedule links - Photos, files, and reactions - Connection and synchronization status - Context that carries over between web and mobile _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the phone cut off at the bottom: the #north-region channel at 9:08, where Gloria Benitez shared a delay on JOB-4821 and Mark Doherty answered. A notification drops in from Mark - Rebooked. New window on the job - 2:40 to 4:10. Tapped, it opens their direct messages: Mark asked if she can make 2:40 if he pushes the window, she said yes, and his rebook carries the job card - Water changeover service, today 2:40 - 4:10 PM, JOB-4821._ _Governance_ ## Control who can join each conversation. Use public and private channels, manage membership, and archive spaces that are no longer active. Set your organization’s rules for sensitive information, retention, and which decisions must also be recorded in the relevant business system. _Illustration: Skedulo web messaging card, Messaging settings: Create channels set to Managers, Add members set to Everyone, Edit own messages and Delete own messages as switches; the Edit own messages switch slides on and a green Saved appears in the corner, Delete own messages stays off._ _Completion_ ## Decisions in the conversation. Changes in the schedule. **Use the discussion to agree on a response and who will handle it. Record the confirmed change in the affected assignment or business system as your process requires.** ### Agreed response Confirm the answer or decision and record whether any action remains. ### Supporting details Keep the relevant files, photos and explanation in the conversation. ### Action owners Record who needs to respond and who owns the next action. ### Updated work records Update the affected schedule or business record so the confirmed decision is reflected in the operation. _Illustration: Skedulo mobile on an iPhone, open on the #north-region channel at 3:48 PM: Gloria Benitez's message tells @Mark Doherty that unit 2 is back in service and lands with a photo from the job - the red-handled shut-off valve and pressure gauge on the unit's pipework - and the signed commissioning-sheet.pdf under it, then Mark's thumbs-up reaction lands on the message as a quick acknowledgement instead of a reply._ _Analytics_ ## Communication activity and follow-up. ### Reach Review the intended recipients and available delivery or response data. _Illustration: Analytics tile: 78% of the week's 36 offers accepted, up 4 points, as a funnel of three long centred bands - 36 sent, 32 viewed, 28 accepted in green - one more acceptance landing._ ### Response Review replies, acknowledgments, and response times where those records are available. _Illustration: Analytics tile: 92% of the week's 24 open shifts filled, up 6 points, as a large donut with the median time to fill, 1h 40m, in the middle and its counts in a table beside it - 14 by targeted offers in blue, 8 by broadcast in purple, 2 still open in grey._ ### Resolution Review recorded decisions, assigned actions, and outstanding escalations. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose._ ### Work follow-up Review actions linked to schedule changes and outstanding responses. _Illustration: Analytics tile: 14 changes to the roster since it was published, down 5 on last week - a purple staircase counting the changes day by day, Saturday to Friday, under last week's dashed staircase that ends at 19, and a swap on Thursday adding a step._ ### Channel health Review channel activity and identify spaces to archive. _Illustration: Skedulo web messaging card, Browse channels: denver-metro, north-region and south-region marked # with their member counts, north-region already joined, and hvac-escalations marked with a lock, private, 4 members, invite only; Join on denver-metro is pressed, it becomes Joined with a green tick and its members go from 34 to 35._ ## Sports Kickstart cut scheduling time 40% and grew 15% year-over-year. - **Before** - Spreadsheets, email, and text messaging to relay assignments as the team grew. - 300-400 sessions a week outgrowing an ad hoc process. - **With Skedulo** - One connected mobile workflow for both scheduling and communication. - Reliable information moving from the office to the road and back. - **Outcome** - Time spent scheduling cut by 40%. - Growth nearly doubled to 15% year-over-year. > Our business is growing since we started using Skedulo. We are seeing 15% growth year-over-year. We can continue to grow and it grows with us. Before using Skedulo, we were growing 7% to 9% year-over-year. > > — Diego Ros, General Manager, Sports and Soccer, Sports Kickstart - **40%** — less time spent scheduling, with growth nearly doubling to 15% year-over-year [Read Story](https://www.skedulo.com/customers/sports-kickstart/) _Explore further_ ## Explore tools for connected frontline teams. ### Products - [Messaging](https://www.skedulo.com/product/messaging/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Connecting the frontline workforce](https://www.skedulo.com/learn/connected-workforce/) - [Introducing Dynamic Messaging](https://www.skedulo.com/blog/introducing-dynamic-messaging/) ## Frequently Asked Questions ### What is frontline messaging software? Frontline messaging software connects field and shift workers with colleagues in the office. Teams can discuss assignments, share files and photos, and send updates through direct messages, groups and channels. In Skedulo, messaging is available alongside the applications teams use to manage work. ### How is frontline messaging different from SMS or a consumer chat app? Skedulo Messaging is available in the web and mobile apps your teams use for work, with administrator-managed access and channel membership. Share the relevant job details or a link in the conversation so colleagues have the context to respond. ### Can messaging support direct, group, public and private conversations? Yes. Skedulo Messaging supports direct messages, groups, and public or private channels. Configure membership and channel controls around how your teams work, and archive channels that are no longer active. ### Can we share job details in a conversation? Yes. Teams can include job or appointment details, links, photos and files in a message. Sharing information in a conversation does not automatically update the job or schedule; confirm operational changes in the relevant record. ### How do supervisors know who has seen an urgent update? Ask for an explicit response when confirmation matters and follow up with anyone who has not answered. For urgent safety issues, use your organization's emergency communication procedures; a message or delivery indicator does not guarantee it has been read. ### How does messaging help when a worker calls out of a shift? Discuss the coverage gap with the relevant team and use the configured allocation and offer process to fill it. Confirm the replacement in the schedule so the conversation and assignment agree. ## How does your team stay in touch? We'll show you direct messages, groups and channels in the web and mobile apps, using the conversations your team has every day. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Messaging](https://www.skedulo.com/product/messaging/) --- --- url: "https://www.skedulo.com/use-cases/home-appointments/" type: "page" title: "Home Appointment Scheduling Software | Skedulo" description: "Offer appointment times customers can book, match qualified workers with continuity and travel in mind, and keep home visits on schedule." --- # Make home visits easier to arrange. Offer suitable appointment times and allocate workers around qualifications, travel and customer needs. Visiting teams have the service history and access details on Mobile, with forms to document the visit. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) ![Painter cutting in a wall edge in a customer's room](https://assets.skedulo.com/uploads/hub-heroes/uc-home-appointments-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Home visits arranged around the person and the address. Home visits depend on who can do the work and how long it takes to reach the door. Schedulers weigh both when they match a visit, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can draft a reassignment when a worker runs late. _Runs the operation_ ### Service operations manager Review cancellations, reschedules, no-shows and capacity by service area. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker looking at a tablet and plans on a kitchen counter during a renovation](https://assets.skedulo.com/uploads/photo-library/home-services/home-installation-renovation-services/hir-05-b.webp) _Plans the work_ ### Appointment scheduler Offer windows through booking rules, then match visits on qualifications, continuity, language and travel. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker on a phone call with a calendar open on a laptop](https://assets.skedulo.com/uploads/photo-library/stock/planner-coordinator-hc-20261007a.webp) _Does the work_ ### Visiting worker Check service history, access notes and contact details on Mobile before arriving. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker arriving at front door with tool bag](https://assets.skedulo.com/uploads/photo-library/home-services/appliance-repair-handyman-services/arh-07-b.webp) _One Home Appointment Operation_ ## Coordinate one-time visits and ongoing services. Manage individual appointments, recurring services, and visits that depend on earlier work. Keep the person’s requirements and service history with the schedule. ### One-time service Plan repairs, assessments, inspections, consultations, or service visits around the required skills, duration, urgency, and appointment window. _Illustration: Skedulo booking grid for one water changeover service, 1h 30m, four technicians, the week of 11 - 15 August: two-hour windows from 8 AM to 4 PM, each cell counting the technicians who still have room and the full ones marked Full; Wednesday 2:00 - 4:00 PM is picked and Offer sends it to the homeowner._ ### Recurring visits Plan recurring care, support, cleaning, or maintenance visits around service frequency, availability, and continuity requirements. _Illustration: A Skedulo job card for Fenwick Pest Control's Home Shield quarterly treatment, JOB-20418, for Sam Ortiz in Aurora: Sam's change from Fenwick's account page lands in the job's history - Rescheduled by customer, Thu 14 Aug, 7:52 PM - and the visit moves from Mon 18 Aug to Wed 20 Aug, 8 AM - 12 PM, tagged Rescheduled by customer and on Marco's schedule._ ### Multi-stage services Connect preparation, installation, inspection, and follow-up visits with the results and outstanding work from each appointment. _Illustration: A Skedulo job card for job #4821, a water changeover service, pending dispatch, with its dependency: it waits on JOB-4830, now complete, and is cleared to start 40 minutes after that job finishes, travel time included._ _Tempo_ ## Coordinate home visits with Tempo. Ask Tempo about the appointment book, review changes and draft customer updates. It works with the visit records and actions available in your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Worker running late Use Tempo to help review the next visits and prepare an update when a worker runs late. _Illustration: Skedulo Tempo working a late technician from its issue: travel tracking flags Gloria Benitez, whose drive to JOB-4821 at Pioneer Health Systems now arrives at 2:34 PM after a crash on Interstate 25, past the 2:00 - 2:30 PM window. The issue becomes the task's header; Tempo reads where she is, times routes and reads the job. The panel opens on her drive and the job's map, and Tempo picks Santa Fe Drive, 22 minutes sooner. Once the dispatcher starts the plan, Tempo sends Gloria the route, texts Helen Pryor and checks her 4:00 PM holds_ ### Customer reschedules last minute When a visit is cancelled, check whether another request fits the available time before offering it. _Illustration: Skedulo Tempo working a cancellation from its issue: Dana Whitfield cancels today's 2:30 PM thermostat check, leaving Doug Lindqvist 2:30 - 4:15 PM open. The issue becomes the task's header; Tempo reads his afternoon, the queued work nearby and who asked to be seen sooner. The panel opens on Dana's note and the gap in Doug's day, and Tempo picks Nina Castillo's air conditioner repair, 12 minutes away. Once the dispatcher starts the plan, Tempo offers her 2:30 PM by text, books it when she says yes and rebooks Dana_ ### Access not confirmed Access is not confirmed. Prepare a follow-up so the worker knows what to expect. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap_ ### Skill mismatch found late The visit needs a different qualification. Review who could take it and whether the time needs to change. _Illustration: Skedulo Tempo at the start of a dispatcher's day: Tempo greets Mark Doherty at 7:30 AM and writes his Morning brief beside the Issues inbox - 41 jobs today, 11 technicians on, 94% covered; overnight it moved a job to Thursday, synced Gloria Benitez's Friday leave from Workday and sent 23 arrival windows; first, a skill gap on JOB-4866 in Aurora, two offers unanswered and rain from 3:00 PM. Mark opens the skill gap, and Tempo has a plan ready: Aaron Feldman, who holds the certificate, takes the job with Andre Bassett riding along_ _How it runs_ ## The home appointment lifecycle. _[ 01 ]_ ### Service requests Record the service, location, expected duration, access details, and any eligibility or worker requirements. _Illustration: Skedulo's job record created from Larkfield Heating & Air's booking page, on a hatched ground: Booked online, Wed 13 Aug, 8:46 AM. JOB-4892, Pending allocation, Furnace tune-up, Thu 14 Aug, 10 AM - 12 PM; the homeowner Denise Albright, her phone, 1452 S Ogden St, the $89 fall offer. Then her answers land on the job: gas furnace in the basement, carbon monoxide alarm yes, side gate with the dog in the backyard, street parking only, and a photo of the furnace label._ _[ 02 ]_ ### Appointment booking Offer available windows using configured booking rules, arrange a time through staff, or add the visit to a recurring schedule. _Illustration: Larkfield Heating & Air's booking in a card on a hatched ground: Furnace tune-up, $89, Thu 14 Aug, and three open times from live availability - 8 - 10 AM, 10 AM - 12 PM and 1 - 3 PM. The homeowner picks 10 AM - 12 PM and books it; the button turns green - Booked - and the line under it, in Skedulo, says JOB-4892 created, tagged Booked online._ _[ 03 ]_ ### Worker allocation Match recorded requirements to suitable, available workers. Account for continuity, preferences, travel, and access where relevant. _Illustration: Skedulo offer on a hatched ground for a backflow test, JOB-4835, Thu 14 Aug, 9:00 AM, sent to seven eligible technicians by push and in-app notification under a first-to-accept rule: Wade Brennan accepts, Gloria Benitez and Aaron Feldman close, and Wade is allocated automatically within 2 minutes._ _[ 04 ]_ ### Confirmation & travel Send appointment reminders and timing updates through configured communications, and give workers their route and access details. _Illustration: Four Skedulo dispatch messages passing through one slot on a hatched ground, one at a time, each on a different channel: an app push assigning a water changeover for Wednesday at 2:00 PM; an SMS offer to a nurse for a Thursday 9:00 AM visit, her reply YES and the confirmation it is on her schedule; a message in a solar crew's channel swapping the morning's order because a site gate opens late; and an Android push reassigning a fire door audit for 3:30 PM._ _[ 05 ]_ ### The visit Provide instructions and forms on mobile, and record the work performed and any remaining needs. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report with the technician's update in its Mobile AI box - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Each phrase lights in turn and fills its own field: test pressure 62 PSI, in range, the strainer item on the checklist, and Helen Pryor as signed off by, each with a small AI mark, the count running to 3 fields filled._ _[ 06 ]_ ### Outcomes & follow-up Record the outcome, arrange another appointment or follow-up if needed, and share results through configured integrations. _Illustration: A Skedulo panel testing version 8 of the workflow Failed check follow-up on both paths: Run tests is pressed; A check failed on JOB-4803 passes and books a follow-up job, Replace isolator, 3 hours; Every check passed on JOB-4833 passes and the work order is updated in Salesforce. Below, what changed since version 7. Publish version 8 is pressed and the workflow reads Version 8, Published._ _Booking & Self-Scheduling_ ## Self-service booking, within your rules. Customers, families or staff can choose from appointment windows your service makes available. The options account for configured service areas, duration, skills and capacity. _Illustration: Larkfield Heating & Air's booking page on an iPhone: under the Larkfield header, a technician at a condenser with Fall furnace tune-up $89, 4.9 stars from 2,184 Google reviews, and the services with their prices. Denise taps Furnace tune-up, $89; Thursday 14 Aug is picked and the arrival windows load from live availability; she picks 10 AM - 12 PM, her details fill in, she books, and the page says You're booked, Denise - booking reference JOB-4892 - with what happens next._ _Matching, Readiness & Routes_ ## Allocate the right person for the visit. Qualifications and availability are the starting point. Scheduling can also account for continuity, language, preferences and accessibility requirements where relevant, alongside travel time to the address. _Illustration: Skedulo best-match card standing on a map of the top technician's real route through Denver: Gloria Benitez first with a 96 match for the water changeover visit, Doug Lindqvist at 81 and Bridget Hanley at 64 below her, the visit pinned where it sits and the chosen insertion into her route dashed in with its travel cost, 10 minutes and 3.3 miles._ _Mobile_ ## The visit details, before the doorbell. Workers can check service history, access notes and contact details on Mobile before arriving. Instructions and forms are available with the appointment, ready to use during the visit. - Customer and household context - Route, access instructions, and service history - Contacts, tasks, forms, and documents - Safety notes and next actions _Illustration: An iPhone running the Skedulo app on a hatched ground, Doug Lindqvist's visit JOB-4892, Furnace tune-up: the page opens on a map of the house at 1452 S Ogden St, Denver, Dispatched, Thu 14 Aug, 10:00 AM - 12:00 PM, then scrolls to From Denise, answered the day before: furnace - gas, in the basement; carbon monoxide alarm - yes; a photo of the label on the furnace; and an amber note: use the side gate, the dog is in the backyard._ _Customers & Messaging_ ## Appointment updates without the back-and-forth. Send confirmations, preparation instructions and reminders through configured communications. When the schedule changes, share the revised timing with the customer and worker. _Illustration: Fixwell Appliance Repair on an iPhone: a text arrives - Good news, Theo - your drain pump is in. Pick your return visit - with a link. Theo taps it and Fixwell's page opens: repair R-7Q4K, dishwasher not draining, part in, estimate $186 approved; free changes up to 24 hours before; open times on Thu 14, Fri 15 and Mon 18 Aug. He picks Fri 15 Aug, 8 - 10 AM - You're set - and a Skedulo card beside the phone shows the return visit booked for Fri 15 Aug, tagged Booked by customer._ _Completion_ ## Visit records and follow-up. **Document the service provided, supporting evidence and any unresolved needs. Coordinators can use the record to arrange another visit or assign follow-up.** ### Work performed Notes, readings, and the tasks performed, ready to review. ### Supporting evidence Photos, signatures, and customer confirmation where the visit calls for it. ### Unresolved needs Record unresolved issues or needs that require further action. ### Follow-up appointments Assign follow-up or arrange another appointment based on the recorded outcome. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the homeowner signature line fills with Helen Pryor's signature, signed at 3:24 PM._ _Systems_ ## Connect home visits with existing business systems. Bring appointment details into Skedulo through integrations and APIs. Share recorded outcomes and follow-up with connected customer, care, billing, or property systems as your workflow requires. - **CRM and case** — Share customer, case, and appointment outcome details with connected CRM and case-management systems. - **EHR and care records** — Visit documentation tied to the patient or care record, where the workflow requires it. - **Billing and property systems** — Share completed work to support billing, and service history with connected property or asset systems. _Illustration: Skedulo card for the Zendesk integration on a green wash: the Zendesk logo, Connected, 2 data flows. Support ticket 31207, no heat and a visit needed, comes in from Zendesk in real time and becomes JOB-4883 in Skedulo with the customer's history added. Then the way back: the visit is booked for Thursday at 2:00 PM and the ticket reads Visit booked._ _Analytics_ ## Appointment performance by service area. ### Booking & lead time Time to book, appointment lead time, and confirmation. _Illustration: Analytics tile: 1,285 jobs over twelve weeks across 41 recurring sites, up 8%, the weeks as slim blue columns rising left to right across the tile - this week's, the tallest, in a stronger blue as its last job lands._ ### Schedule stability Cancellations, reschedules, and no-shows across the appointment book. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in columns spread across the tile, amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing._ ### Arrival & travel On-time arrival, travel time, and delays reported back to the office. _Illustration: Skedulo Analytics tile: the North region's travel per job, a blue line over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline turns to 38 minutes after the plan, down 12%._ ### Completion and follow-up Completion rate, repeat visits, and follow-up created. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing._ ### Capacity Appointment capacity against demand, split out by service area. _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a bar per region on its available hours - North 84%, Central 79%, South 83%, West 80% - and West's bar filling from 76% as the week goes on._ ## Hometree scaled home repairs without scaling manual admin. - **Before** - Spreadsheets and manual engineer outreach for every job. - No shared visibility between the engineer network and operations. - **With Skedulo** - Automated work offers distributed across more than 1,500 engineers. - Mobile visibility keeping the network and operations team aligned. - **Outcome** - Improved engineer network satisfaction (eNPS). - Repairs scaled without scaling manual admin work. > One of the big improvements since we worked with Skedulo was in our eNPS, which is how happy our network is... we've seen it really improve. > > — Olly Bowes, Head of Network Operations, Hometree - **1,500+** — engineers receiving automated work offers across the Hometree network [Read Story](https://www.skedulo.com/customers/hometree/) _Explore further_ ## Explore tools for home-visit teams. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Roles - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) ### Guides & Articles - [Smart scheduling for frontline work](https://www.skedulo.com/learn/smart-scheduling-frontline-workers/) - [Efficient in-home healthcare scheduling](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/) ## Frequently Asked Questions ### What is home appointment scheduling software? Home appointment scheduling software books visits to people's homes and matches each visit to a suitable worker. It then keeps the customer and the worker informed until the visit is done. It covers one-time repairs and assessments, recurring care or maintenance visits, and multi-stage services where each visit depends on the one before. ### How does Skedulo help schedulers keep home visits on track? Schedulers offer appointment windows through configured booking rules and match visits to qualified workers, weighing continuity, language, accessibility and travel. Confirmations and reminders cut down on calls to arrange and check visits. When a worker runs late, schedulers see which visits are affected, and Tempo can recommend a reassignment and draft the customer update. ### What do visiting workers and contractors see in the Skedulo app? Workers see the household context, route, access instructions, service history, contacts and any safety notes before they arrive. During the visit, they complete tasks and forms, and record notes, photos and signatures. If more work is needed, they record what's unresolved so the next visit can be arranged. ### Can customers book their own home appointment? Yes. A configured booking experience offers appointment windows based on the service, location, required skills, availability and capacity. Customers, families, partners or staff can choose from the times your service allows. ### What happens when a worker or customer cancels? Review the affected appointment, arrange a replacement or another time, and update the customer and worker. If a customer cancels, compare the opening with waiting requests before offering it to someone else. ### How is Skedulo different from a general appointment scheduler? Home visits depend on who can do the work and how long it takes to reach the address. Skedulo brings those requirements into scheduling, alongside the continuity, language, and accessibility information your service uses. ## Let's look at your appointment book. Talk through the services you provide, who delivers them and how customers book. We'll show you how Skedulo can support those visits. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/use-cases/inspections-forms/" type: "page" title: "Inspection Scheduling & Findings Management | Skedulo" description: "Schedule qualified inspectors, attach the right form, and turn failed findings into corrective work with an owner and due date." --- # Inspection scheduling and corrective action. Schedule qualified inspectors with the site history and forms required for the visit. Capture findings on Mobile and use configured workflows to assign corrective work for review. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Safety officer completing an inspection form on a tablet](https://assets.skedulo.com/uploads/hub-heroes/uc-inspections-forms-hero-v2.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Inspection programs, from the schedule to the corrective work. Inspection results support review by the quality and safety manager, coordinator and inspector. The shared record connects assignments and evidence with the corrective work that follows. _Runs the operation_ ### Quality and safety manager Review due, overdue, failed and awaiting-review inspections by team. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Technician guiding a younger colleague with a flashlight at an open control cabinet](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-03-b.webp) _Plans the work_ ### Inspection coordinator Check qualification requirements and missing site details before assigning an inspection. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map on the monitor](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-arh-20261007a.webp) _Does the work_ ### Inspector Review previous findings, access instructions and the required form before the visit. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker shining a flashlight at a sprinkler head in an open office ceiling](https://assets.skedulo.com/uploads/photo-library/security-facilities/fire-life-safety-building-systems/fls-06-a.webp) _One Inspection Operation_ ## Recurring inspections, incident checks and daily routines. Some inspections follow a program; others follow a fault or form part of a shift. Plan each with its required qualifications, form and timing. ### Recurring inspections Build regulatory, safety, quality, property, and preventive inspection programs with the right cadence, form, qualification, and owner. _Illustration: Skedulo Form Builder, Settings tab, for the Site checklist: Form type with Job form chosen over Global form; Job types as chips, Inspection with Fire safety audit added; Resource categories as chips, Inspector with Senior Technician added, so only inspectors in these categories see it. At the foot: Gloria Benitez, a Senior Technician, sees it on JOB-4803._ ### Triggered inspections Create inspection work from an alert, incident, failed reading or service request through a configured workflow. _Illustration: A Skedulo mobile readings card: the fridge compartment at 4.1 C, in range, and the data logger's 24-hour maximum at 9.2 C marked High in rose against its 2 - 8 C range, with the rule it trips - a reading outside range must record what was found and what was done, the stock quarantined until cleared._ ### Checks within jobs and shifts Add commissioning, safety, quality, and closeout checks to jobs, visits, installations, or shifts, with results and evidence linked to each record. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start._ _Tempo_ ## Review the inspection queue with Tempo. Use Tempo to help review upcoming inspections, open findings, and the next assignments. Available actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Inspection failed Review the finding with the responsible team and prepare the corrective work required. _Illustration: Skedulo Tempo working an urgent job from its issue: Harvest Table's walk-in cooler is at 41 degrees and rising, and JOB-4861 needs someone who handles refrigerant on site by 3:20 PM. The issue lands in red and becomes the task's header; Tempo reads the job and the qualified technicians' afternoons. The panel opens on the cooler's readings; only Brooke Feeney, on call 8 minutes away, can make it if her routine filter change moves. Once the dispatcher starts the plan, Tempo moves it to Friday, sends Brooke and texts both customers_ ### Result incomplete Compare the submitted record with the configured completion requirements. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap_ ### Inspection overdue Review the overdue inspection and prepare an assignment based on its requirements and worker availability. _Illustration: Skedulo Tempo at the start of a dispatcher's day: Tempo greets Mark Doherty at 7:30 AM and writes his Morning brief beside the Issues inbox - 41 jobs today, 11 technicians on, 94% covered; overnight it moved a job to Thursday, synced Gloria Benitez's Friday leave from Workday and sent 23 arrival windows; first, a skill gap on JOB-4866 in Aurora, two offers unanswered and rain from 3:00 PM. Mark opens the skill gap, and Tempo has a plan ready: Aaron Feldman, who holds the certificate, takes the job with Andre Bassett riding along_ _No qualified inspector_ ### No qualified inspector available No available inspector has the required qualification. Raise the gap with the person responsible for the program. _Illustration: Skedulo Tempo working an expiring certificate from its issue: a new issue arrives - Gloria Benitez's Advanced Life Support certificate expires Fri 28 Mar - and becomes the task's header. Tempo gathers context; then the panel opens with her credential - its days left, holder and how to reach her - and the four nights in charge it would cost her. Once the scheduler starts its plan, Tempo reminds her to renew by app message and email and watches two weeks for her new certificate, ready to alert the scheduler and remind her again_ _How it runs_ ## The inspection lifecycle. _[ 01 ]_ ### Programs & requests Create recurring demand or respond to a condition, request, reading, or incident. _Illustration: Skedulo workflow trigger panel on a green wash: of four ways to start - Record change, Time offset, Recurring schedule, Platform event - Record change is picked, the record set to Form response and the event to Created, with a filter, Only when Form is Site checklist; the trigger's title becomes Site checklist submitted._ _[ 02 ]_ ### Inspector requirements Review recorded qualifications, site access, location, and availability against the inspection requirements. _Illustration: A deck of three Skedulo worker records, one shown at a time and each lifted away to reveal the next: Brooke Feeney, on call, open on Exceptions, where her expired working-at-heights ticket is shown with the two jobs this week that need it and a Reassign action; Carol Ng open on Availability, a week of capacity bars with Friday on leave; and Curtis Mensah open on Skills & Attributes, his skill tags and three qualifications with their standing._ _[ 03 ]_ ### Assignment & preparation Assign a suitable inspector with the required form, site details, asset history and safety information available on Mobile. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third, open at 4:09 on the inspector's job: Quarterly site inspection, JOB-4803, Pioneer Health Systems - a map of the site at 1160 Pioneer Way, Denver, In progress, Wed 13 Aug, 4:00 - 6:00pm. Under Forms, matched to this job's type and your team, two forms land: Site checklist, tagged Required, for Inspection jobs and required before completion; then Toolbox talk record, for all Inspectors, optional._ _[ 04 ]_ ### Inspection & evidence Guide the worker through required questions, readings, photos, signatures, annotations, and conditional steps, online or offline where supported. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit._ _[ 05 ]_ ### Results review Apply configured form checks and route the result for review where the process requires it. _Illustration: A Skedulo mobile form field enforcing its rule on a green wash: a rose Asset failed notice - describe the fault and attach a photo so it can be quoted without a return visit - over the Fault photo field, no photo added yet, at least one photo showing the fault required before the form submits._ _[ 06 ]_ ### Corrective work & closure Assign corrective work where needed, retain the inspection record, and share results through configured reporting or integrations. _Illustration: Skedulo workflow canvas, close on one IF, THEN, ELSE: Repair approved, its rule Decision is Approved, is checked green as a test run passes it. The run takes Then, drawing the edge in blue to Create a follow-up job, Name Replace isolator, Duration 2 hours, which runs and is checked, then on into End, which fills green. The Else edge to Tell the dispatcher goes quiet and that card fades._ _Inspector Readiness_ ## The inspection scope and history, before arrival. Inspectors can review previous findings, access instructions and the required form before the visit. Coordinators can check qualification requirements and missing site details before assigning it. - **Scope & qualifications** — Review site information, required qualifications, and the inspection scope before scheduling. - **Missing prerequisites** — Flag missing credentials, access details, or prior results for follow-up before dispatch. - **Questions & evidence requirements** — Give the inspector the required questions, readings, and evidence requirements before work starts. _Illustration: Skedulo mobile app on an iPhone: Site access, a custom page linked to JOB-4803, Pioneer Way campus and Gloria Benitez - gate code 4417, Pioneer badge on file, permit to work PTW-2026-0884, Helen Pryor meets you - and the site's notes. The permit row is tapped and its record rises in a sheet: issued by Helen Pryor, plant room level 3, expiring Fri 15 Aug, 5:00 PM. Done closes it, Log site entry turns green - entry logged at 4:05 PM - and Entered reads 4:05 PM._ _Forms_ ## Build the form around the inspection. Use conditional questions, required fields, validation, photos, readings, and signatures where needed. Configure forms for the inspection type, from property checks to equipment service and commissioning. _Illustration: Skedulo web Form Builder on a hatched ground, the Build tab of the Site checklist job form, version 3, page 5 of 5, Sign-off: Overall outcome, the follow-up fields its rule shows - Follow-up reason, Return by and Photo of the issue - and the declaration. Below it an iPhone previews the page answered. Add component opens the twelve component kinds, Signature is picked, Site Contact signature lands with its properties and turns required, and the preview shows Helen Pryor's signature._ _Complex frontline work_ ## Go one step further with mobile extensions. Extend Mobile for inspections that need related asset records, custom logic, or connected actions beyond a standard form. _Illustration: Skedulo mobile app on an iPhone, a site checklist page built as a multi-asset inspection: Asset and equipment inspection, one row for each asset inspected on the visit, a green note that three are recorded, and the rows - AST-1163 on the ground floor riser, not applicable; AST-1152 in the level 3 plant space, failed; AST-1147 in the same plant space, passed - with Back and Continue at the foot._ _Completion_ ## Findings with the evidence attached. **Responses, readings and photos document the inspection. Reviewers can assess a finding alongside the evidence before deciding what corrective work is required.** ### Answers & readings Record required answers and readings, with configured checks for missing information. ### Photos & signatures Photos, annotations, and a signature where the inspection calls for one. ### Time, location & notes Keep recorded time, location, and notes with the inspection result. ### Open findings Flag findings that require corrective work and record who is responsible for the next step. _Illustration: Skedulo completion checks on JOB-4803, run when the site checklist was submitted at 5:16 PM: required steps answered 5 of 5, photos attached 2, permit recorded PTW-2026-0884 and site contact sign-off by Helen Pryor tick green; Isolator can be locked off fails on AST-1152. An exception is routed for review to Wade Brennan, Field Supervisor - approved 5:18 PM - and JOB-4871, Replace isolator, is created. The foot reads Clear to complete JOB-4803._ _Corrective action_ ## A finding can become a work assignment. A configured workflow can create corrective work from a failed response or recorded finding. Assign an owner and due date, preserve the inspection evidence and include the review or verification your process requires. _Illustration: Skedulo mobile app on an iPhone: a finding from the Ward B shift at Southbank Clinic - Bay 3 call bell not responding, asset CB-0312, severity Medium, a photo - and Assign action is pressed. The corrective action page fills: Replace call bell unit, assigned to Maintenance, due today 6:00pm, linked to the shift and the asset. The Follow-up page shows the action open with a record of Found and Action assigned; at 5:21 it flips to Resolved, unit replaced and tested OK, and Resolved joins the record._ _Analytics_ ## Inspection coverage and unresolved findings. ### Program status Due, assigned, completed, failed, overdue, reopened, and awaiting-review inspections. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of slim columns per weekday spread across the tile - expected in grey, completed in blue - and Friday's last four forms landing._ ### Completion and cycle time Completion rate and the time from assignment to close, tracked by team. _Illustration: Analytics tile: 17 minutes median from opening a form to submitting it, down 2 minutes, as two lines across the tile, Monday to Friday - site inspections in blue falling from 23 to 18 minutes, pre-starts in purple holding near 12 - the site inspection line's last point dropping from 20 to 18._ ### Findings Repeat findings by location, asset, and inspector. _Illustration: Analytics tile: 24 failed checks this week, down 6 on last week, as a rose bar per form - site inspection 9, pre-start 7 and the other forms 8 - and one more failed pre-start check landing._ ### Corrective action Track open corrective work and how long it has been aging by severity. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose._ ### Workload and travel Compare assignments, travel time, and inspector utilization across sites. _Illustration: Analytics tile: 37 minutes average travel per job, down 9%, with the week's actual travel per job as a blue line under the plan, dashed in grey, Monday to Friday - and Friday's point dropping from 38 to 35 minutes, further below plan._ ## Tyrrells cut manual scheduling by 90% and dispatch time in half. - **Before** - An entirely manual process: a custom database, Word templates, and constant emails. - Consultants uncertain their job details were still current once dispatched. - **With Skedulo** - Jobs added into Salesforce and drawn automatically into Skedulo. - Real-time updates and one-click dispatch replacing 42 separate steps. - **Outcome** - 90% reduction in manual scheduling processes. - 50% reduction in time to dispatch. > It was a very smooth and easy transition. With Skedulo, you hit dispatch on the job and that's it! > > — Hannah Barry, Office Manager, Tyrrells Property Inspections - **-90%** — reduction in manual scheduling processes, plus a 50% reduction in time to dispatch [Read Story](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) _Explore further_ ## Explore tools for inspection teams. ### Products - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) ### Roles - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Work order management for mobile teams](https://www.skedulo.com/learn/work-order-management/) - [Mobile data collection in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) ## Frequently Asked Questions ### What is inspection scheduling software? Plan recurring inspections or respond to new requests, allocate suitable inspectors, and provide the forms and site details they need. Track open and overdue work for review by the people responsible for the program. ### Can Skedulo schedule recurring inspections? Yes. Build regulatory, safety, quality, property and preventive inspection programs with a set cadence, required form, qualification and owner. Skedulo creates the recurring work and matches it to inspectors whose credentials, location and availability fit. ### How are inspection findings tracked through to corrective action? When a response fails or a finding is recorded, a configured workflow can create corrective work with an owner and due date. The original finding, photos and readings stay attached. The work is then routed for review or verification before the record closes, and analytics show open corrective work by severity and age. ### Besides safety inspections, what other inspections does Skedulo cover? Use forms and scheduling for property checks, equipment service, commissioning, quality reviews, and more. Inspections can be recurring or part of a job or shift; connected events and more complex mobile experiences require the appropriate workflow setup. ### Can inspectors work offline? Teams can use supported Mobile workflows offline, then synchronize when connected. Check the forms and extensions in your implementation; connected actions and some custom experiences need a connection. ### How is Skedulo different from a standalone inspection app? Inspection apps are built to run and report on inspections, and many schedule recurring checks and track corrective actions. Skedulo starts one step earlier. It matches each inspection to a worker who holds the required skills or certifications and is free at that time, then sends the right form and site details with the job. ## Bring us your inspection process. We'll walk through scheduling, mobile forms and corrective-action workflows using the inspections your teams carry out. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) --- --- url: "https://www.skedulo.com/use-cases/last-mile-self-scheduling/" type: "page" title: "Last-Mile Service Appointments & Booking | Skedulo" description: "Let customers book and change appointments from times your team can keep, and connect every booking to the worker, route and visit record." --- # Customer booking, backed by your schedule. Offer appointment times that account for the service, available workers and capacity. Customers can book through a configured self-service experience, with the appointment connected to dispatch and Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Public Pages](https://www.skedulo.com/platform/public-pages/) ![Delivery worker with a parcel under her arm checking her phone beside a dark van at dusk](https://assets.skedulo.com/uploads/photo-library/stock/persona-uc-lms-hero-20261009c.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Customer bookings matched to real capacity. An available time needs an available worker and the time to reach the address. Once a customer picks a slot, the booking feeds the records dispatch and the worker use. _Runs the operation_ ### Customer operations manager Track request-to-book time, conversion, reschedules and no-shows across the delivery window. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop, a colleague with a headset behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-uc-lms-runs-20261009a.webp) _Plans the work_ ### Dispatcher Work from bookings already checked against service area, skills and visit duration. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker on a desk phone pointing to a schedule on a laptop](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-cpp-20261007a.webp) _Does the work_ ### Field worker Get the visit details and travel plan once a customer books. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker carrying a box from a van toward a house](https://assets.skedulo.com/uploads/photo-library/home-services/home-installation-renovation-services/hir-07-b.webp) _One Last-Mile Operation_ ## Appointments customers can manage online. Build booking, rescheduling and status views around the options your service allows. Changes feed into the appointment records used by coordinators and workers. ### Book Choose an eligible service, location, and appointment time without calling. _Illustration: Larkfield Heating & Air's booking page on an iPhone: under the Larkfield header, the photo of a technician at a condenser with Fall furnace tune-up $89, 4.9 stars from 2,184 Google reviews, and the services with their prices. Denise taps Furnace tune-up, $89 (was $129); the next page says Great news - we serve 80210, Thursday 14 Aug is picked and the arrival windows load from live availability; she picks 10 AM - 12 PM, her details fill in, she taps Book Thu, 10 AM - 12 PM and the page says You're booked, Denise - booking reference JOB-4892 - with what happens next._ ### Change Reschedule or cancel within approved policies and available capacity. _Illustration: Fixwell Appliance Repair on an iPhone: a text from Fixwell arrives - Good news, Theo - your drain pump is in. Pick your return visit - with a link. Theo taps it and Fixwell's page opens: Pick your return visit, repair R-7Q4K, Dishwasher not draining, part in, estimate $186 approved; free changes up to 24 hours before; open times on Thu 14, Fri 15 and Mon 18 Aug. He picks Fri 15 Aug, 8 - 10 AM, confirms - You're set - and a Skedulo card beside the phone shows the return visit for Fri 15 Aug, 8 - 10 AM, tagged Booked by customer._ ### Track View the appointment information and status updates available through your configured customer experience. _Illustration: A phone showing Larkfield Heating & Air's visit page for Denise Albright's furnace tune-up: Doug is on his way, arriving about 10:30 AM, 18 minutes away. On a real map of south Denver his photo moves along E Evans Ave and S Downing St toward the house's pin as the minutes count down - 13, 8, 3. Below: his card, Doug L., NATE-certified, 9 years with Larkfield; five steps from Booked to Complete; what to do before he arrives - leave the side gate unlocked. He arrives at 10:31; at 11:24 the page reads Your furnace passed its tune-up, $89.00 paid, and Denise gives him five stars._ _Tempo_ ## Review booking changes with Tempo. Use Tempo to help review new requests, cancellations, and changes to booked visits. It works with the appointment records and actions available in your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Demand surge Check worker availability, visit requirements, and travel before changing the capacity offered to customers. _Illustration: Skedulo Tempo working an urgent job from its issue: Harvest Table's walk-in cooler is at 41 degrees and rising, and JOB-4861 needs someone who handles refrigerant on site by 3:20 PM. The issue lands in red on a blank screen and becomes the task's header; with the context panel closed, Tempo reads the job and the qualified technicians' afternoons. The panel opens on the cooler's readings; only Brooke Feeney, on call 8 minutes away, can make it if their routine filter change moves. Once the dispatcher starts the plan, Tempo moves it to Friday, sends Brooke and texts both customers_ ### Cancellation Check whether a waiting request fits the opening before offering the time to another customer. _Illustration: Skedulo Tempo working a cancellation from its issue: Dana Whitfield cancels today's 2:30 PM thermostat check, leaving Doug Lindqvist 2:30 - 4:15 PM open. The issue lands on a blank screen and becomes the task's header; with the context panel closed, Tempo reads his afternoon, the queued work nearby and who asked to be seen sooner. The panel opens on Dana's note and the gap in Doug's day, and Tempo picks Nina Castillo's air conditioner repair, 12 minutes away. Once the dispatcher starts the plan, Tempo offers her 2:30 PM by text, books it when she says yes and rebooks Dana_ ### Route disruption Compare the delay with the remaining visit windows and travel before changing assignments. _Illustration: Skedulo Tempo working a route disruption beside the dispatcher: Speer Blvd is closed and Aaron Feldman's leg to JOB-4853 grows from 15 to 50 minutes. Tempo re-times his remaining stops and compares two sequences, asks whether Tom Reyes can take a later visit, and puts forward swapping his last two stops - 12 minutes added instead of 35, both windows holding, its Context panel holding his travel, the next stop's map and the plan. Once accepted it swaps the jobs, texts Tom the new window, sends Aaron the route and closes with a session summary_ ### Customer change Review the requested change and prepare the scheduling and customer updates needed. _Illustration: Skedulo Tempo working a late technician from its issue: travel tracking flags Gloria Benitez, whose drive to JOB-4821 at Pioneer Health Systems now arrives at 2:34 PM after a crash on Interstate 25, past the 2:00 - 2:30 PM window. The issue lands on a blank screen and becomes the task's header; with the context panel closed, Tempo reads where she is, times routes and reads the job. The panel opens on her drive and the job's map, and Tempo picks Santa Fe Drive, 22 minutes sooner. Once the dispatcher starts the plan, Tempo sends Gloria the route, texts Helen Pryor and checks her 4:00 PM holds_ _How it runs_ ## From an available time to a completed visit. _[ 01 ]_ ### Service requests Record the service, location, required customer details, and any eligibility or preparation information. _Illustration: Skedulo's job record created from Larkfield Heating & Air's booking page, on a hatched ground: Booked online from Book your tune-up, Wed 13 Aug, 8:46 AM. JOB-4892, Pending allocation, Furnace tune-up, Thu 14 Aug, 10 AM - 12 PM, 1 hour; customer Denise Albright, her phone, 1452 S Ogden St, the $89 fall offer. Then her answers land on the job, added 8:51 AM: gas furnace in the basement, carbon monoxide alarm yes, side gate with the dog in the backyard, street parking only, and a photo of the furnace label._ _[ 02 ]_ ### Eligibility & booking rules Apply configured service-area, duration, skill, resource, and booking-policy requirements. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ _[ 03 ]_ ### Available appointments Generate options using the availability, capacity, and constraints included in your booking setup. _Illustration: Skedulo booking grid for one incoming job: a week of two-hour windows, each cell counting the technicians who still have room, one window picked to offer the customer_ _[ 04 ]_ ### Booking & allocation Record the booking, create or update the assignment, and send the configured confirmation and preparation details. _Illustration: Skedulo's queue of the morning's online bookings from public pages, on a hatched ground: Denise Albright's new booking lands at the top - JOB-4892, Furnace tune-up, 8:46 AM, Thu 14 Aug, 10 AM - 12 PM - and what the dispatcher needs to act lands under it: gas furnace in the basement, carbon monoxide alarm yes; side gate, dog in the backyard; Doug Lindqvist is free Thu 10 AM - 12 PM. Allocate is pressed and it reads Allocated, Doug Lindqvist. Below it, JOB-4894, an AC tune-up for Ruth Calder, and the next booking, cut by the window's foot._ _[ 05 ]_ ### Visit preparation Give the worker visit details, plan travel, and keep affected people informed when timing changes. _Illustration: An iPhone running the Skedulo app on a hatched ground, Doug Lindqvist's job JOB-4892, Furnace tune-up: the page opens on a map of the house at 1452 S Ogden St, Denver, Dispatched, Thu 14 Aug, 10:00 AM - 12:00 PM, then scrolls to From Denise, answered Wed 13 Aug, 8:51 AM: furnace - gas, in the basement; carbon monoxide alarm - yes; a photo of the label on the furnace; and an amber note: use the side gate, the dog is in the backyard._ _[ 06 ]_ ### Outcomes & follow-up Record the result, arrange follow-up if needed, and share relevant updates through configured integrations. _Illustration: An iPhone showing Larkfield Heating & Air's own visit page in its browser, on a hatched ground: Your tune-up today, Thu 14 Aug, 10 AM - 12 PM, JOB-4892. At 10:12 the steps move from Confirmed to On the way and the card turns from Doug is getting ready to Doug is on his way, arriving about 10:30 AM, 18 minutes away, with Doug L.'s photo, NATE-certified, 9 years with Larkfield; then Before Doug arrives: leave the side gate unlocked, clear a path to the furnace._ _Capacity-Aware Slots_ ## An available time needs an available team. Booking options account for the service area, skills, duration and capacity in your configuration. Include travel and other supported constraints so offered appointments reflect the work required. _Illustration: Skedulo best-match card for one job: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of travel and 1.9 miles from her last job, and Doug Lindqvist at 81 and Bridget Hanley at 64 below her, each with the extra travel and the fact that placed them lower_ _Guided Booking_ ## Build the booking experience around your service. Build customer-facing booking experiences with Public Pages. Ask for the service and location details, offer suitable times from your scheduling setup, and explain how to prepare for the visit. _Illustration: A phone showing Shade & Sill's page, Help Mara prepare, for Grace Liu's free in-home design consultation on Sat 16 Aug, 10 - 11 AM: under the blinds company's header and photograph, a four-step form. She taps up her windows - Living room 3, Primary bedroom 2, Kitchen 1 - adds three window photos, picks Roller shades, which asks whether she wants them motorized (Yes), and Plantation shutters, types that the west-facing bedroom needs blackout and sends it: Thanks, Grace - Mara will bring samples for both rooms, with what she sent._ _Manage Booking_ ## Rescheduling that updates the appointment. Offer rescheduling and cancellation within your configured policies. Show revised options, preserve appointment details, and notify the service team when a change is made. _Illustration: A slice of the Skedulo dispatch board - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's belt check runs past its end, her 2:00 PM water changeover gets the rose overlap band, and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM; both lanes' stop lines re-sequence and a notice says the customer was sent the new window. Then Bridget Hanley calls out, her lane is tagged Unavailable and hatched from 1:30 PM, and her one remaining job moves up onto Aaron Feldman the same way. Every other card stays where it is._ _Route & Capacity_ ## Travel belongs in the booking plan. A worker needs time to reach the address as well as complete the visit. Account for travel alongside appointment windows, skills and capacity when planning or revising the day. _Illustration: Skedulo map of north-east Denver, the North and Central regions tinted either side of I-70, a technician in each. Wade Brennan's afternoon in North is drawn on it: two numbered stops, each dashed drive marked 9 and 7 min. Beside it, a Regions card: North, Central and South in Denver, 4, 4 and 3 technicians at 2:14 PM MDT, and Kansas City, 6 technicians, an hour ahead at 3:14 PM CDT. Under it, Wade's afternoon: JOB-4879 furnace repair until 2:15 PM, a 9 min drive, JOB-4881 rooftop unit service at 2:30, a 7 min drive, JOB-4886 thermostat install at 3:45._ _Completion_ ## The booking is the start of the service. **Appointment details flow into the worker's assignment. Configured communications keep customers informed, and visit results can return to your connected systems.** ### Confirmations & reminders Use configured communications for confirmations, preparation instructions, reminders, and timing changes. ### Appointment changes Revise the assignment and notify workers and customers when plans change. ### Mobile visit details Provide the route, service details, access instructions, and required forms with the assignment. ### Connected service records Send recorded outcomes to connected customer, billing, or case systems through configured integrations. _Illustration: Skedulo's workflow New booking follow-up, Active, running for JOB-4892 on a hatched ground: Booked online from Larkfield's booking page, then Text the confirmation, Send pre-visit questions (5 questions by text), Wait until the day before (until 5:00 PM) and Text the reminder - each step checking off in turn as the run goes from Wed 8:46 AM to Wed 5:00 PM, and the path reaching End._ _Analytics_ ## Booking demand, capacity and completed visits. ### Demand and booking Request-to-book time, conversion, slot availability, and booking lead time. _Illustration: Analytics tile: 1,285 jobs over twelve weeks across 41 recurring sites, up 8%, the weeks as slim blue columns rising left to right across the tile - this week's, the tallest, in a stronger blue as its last job lands_ ### Changes Reschedules, cancellations, and no-shows across the delivery window. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in columns spread across the tile, amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing_ ### Capacity and travel Capacity utilization, travel time, and on-time arrival. _Illustration: Analytics tile: 37 minutes average travel per job, down 9%, with the week's actual travel per job as a blue line under the plan, dashed in grey, Monday to Friday - and Friday's point dropping from 38 to 35 minutes, further below plan_ ### Outcomes Completion, follow-up, and service outcomes. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ### Self-service adoption Share of appointments booked through self-scheduling versus staff-assisted channels. _Illustration: Analytics tile: 95% of today's 146 appointments on time, up 2 points, as one bar in three tones with the counts under it - 138 on time in green, 6 at risk in amber, 2 missed in rose - and an at-risk appointment arriving on time_ ## Common made scheduling 94% faster. - **Before** - Sales team checking Google Calendars manually, creating double bookings. - Miscommunication and unreliable data across the scheduling process. - **With Skedulo** - Skedulo connected to Salesforce for a single scheduling workflow. - Operational safeguards including permission-to-enter notifications. - **Outcome** - 94% reduction in time to schedule. - 37% increase in tours scheduled. > Using Skedulo has made our data more trustworthy. > > — Eric Rodriguez, Director of Sales, Common - **-94%** — reduction in time to schedule, plus a 37% increase in tours scheduled [Read Story](https://www.skedulo.com/customers/common-case-study/) _Explore further_ ## Explore booking, scheduling, and mobile tools. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) ### Roles - [Operations Leaders](https://www.skedulo.com/solutions/operations/) - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) ### Guides & Articles - [Fairness in frontline scheduling](https://www.skedulo.com/learn/algorithmic-fairness/) - [Introducing Work Offers](https://www.skedulo.com/blog/skedulo-introduces-work-offers/) ## Frequently Asked Questions ### What does "last mile" mean in field service? Here, last mile means coordinating the appointment through the actual visit. A customer chooses a time, the team allocates the work, and the worker receives the visit details. Changes and results remain connected to that appointment. ### Does self-scheduling expose every open calendar slot? No. Skedulo generates booking options from the service, location, required skills, visit duration, availability and capacity configured for your booking experience. Depending on your scheduling setup, it can offer exact times or service windows. ### Can a customer reschedule or cancel? Yes. Configure the rescheduling and cancellation options, cutoff times and follow-up notifications your service supports. Changes show revised options, keep the appointment details, and notify the service team so the schedule stays accurate. ### What happens when the day changes? Review the affected bookings, compare reassignment or rescheduling options, and update the people involved. When a slot opens, check waiting requests against its timing, location, and service requirements before offering it. ### How does customer self-scheduling help dispatchers? Bookings arrive already checked against service area, skills and visit duration, so dispatchers spend less time on the phone arranging times. Reschedules and cancellations follow the policies you set, so fewer changes need a call to the office. ### How is Skedulo different from a calendar booking tool? For a field visit, scheduling needs to account for the service, the worker, and the journey. Skedulo brings those requirements into your booking setup and keeps the appointment connected to the work that follows. ## Let's look at your booking experience. Tell us what customers book and what makes an appointment possible. We'll show you how those requirements can shape self-service scheduling. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Public Pages](https://www.skedulo.com/platform/public-pages/) --- --- url: "https://www.skedulo.com/use-cases/shifts-rosters/" type: "page" title: "Field Service Shift Planning & Roster Management | Skedulo" description: "Plan shifts for mobile and blended field teams, fill gaps when someone calls out, and keep the jobs inside each shift connected to the roster." --- # Plan shifts around the work to get done. Build coverage around roles, hours and the work planned for each shift. Allocate suitable people, offer open shifts and manage changes in a shared schedule. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Event staff setting tables before a function](https://assets.skedulo.com/uploads/hub-heroes/uc-shifts-rosters-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Rosters checked against your rules before they go out. Qualifications, working hours, rest rules and role coverage all shape who can take a shift. The schedule shows workforce managers, schedulers and workers how those checks apply. _Runs the operation_ ### Workforce manager Review required versus scheduled hours, unfilled intervals and overtime. [Explore workforce leadership](https://www.skedulo.com/solutions/workforce-leaders/) ![Two workers in hairnets looking at a tablet beside a production line](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/food-beverage-manufacturing/fbm-08-a.webp) _Plans the work_ ### Scheduler Draft shifts from templates, patterns or rotations, then check gaps before publishing. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Worker using a tablet in a stockroom](https://assets.skedulo.com/uploads/photo-library/stock/planner-shift-scheduler-retail-20261007a.webp) _Does the work_ ### Shift worker Check shifts, locations and tasks in Skedulo Mobile, and keep your availability current. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Forklift operator moving shrink-wrapped pallet in warehouse](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/consumer-goods-packaging/cgp-06-b.webp) _One Roster Operation_ ## Schedule shifts and the work inside them. Plan fixed-location staffing, shifts for mobile teams, and roles that include both. Keep assignments connected to the relevant worker and availability information. ### Fixed-location coverage Plan site staffing around operating hours, required roles, breaks, and the coverage needed at different times. _Illustration: Skedulo coverage plan for Southbank Clinic, Ward B, Sat 8 to Fri 14 Mar: rows Registered Nurse, Enrolled Nurse and Support Worker against the seven days, each cell rostered over required as a bar of slots - a green bar where the day is met, an amber box where it is short - under lever chips Service level 1:4, Minimum 2 per role, Hours 6am - 10pm and Sat 8 open day +1 RN, over a foot of Required 58, Rostered 54, To fill 4 and cost $64,020 of $68,000. The open day lands and Saturday's nurse cell goes short at 2/3; then one allocation fills Sunday's Support Worker gap, 1/2 to 2/2_ ### Mobile rosters Build shifts for mobile teams and coordinate the visits, tasks, and travel within their working hours. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a nurse's Summary for an 8:00am - 2:00pm community shift in South Brisbane, in progress with its timer running and Start break and End shift. Under it, the three home visits on the shift: wound care for Margaret Boyd, complete; medication administration for Ray Tanaka, in progress; a wellbeing check for Glenys Hart. Complete visit is pressed and Ray's visit turns complete, then Start travel is pressed and Glenys's visit shows en route while the shift keeps its own clock_ ### Blended operations Coordinate workers whose shifts include both site-based and mobile assignments, using shared availability and work requirements. _Illustration: Skedulo shift scheduling worker matching panel: an open Registered Nurse shift on Tue 4 Mar, 2pm to 10pm, Ward B, as a dashed draft card with an empty assignee slot, and under it the clinic's four nurses - Doug Lindqvist, Bridget Hanley, Gloria Benitez, Carol Ng - each with hours booked and four checks: Available, Skills, Qualifications, Agreement. Ticks and crosses resolve left to right with a reason - an Enrolled Nurse, 8h rest after a night, already on the morning - Carol passes all four and rises to the top, Allocate is pressed, the card turns solid with her avatar and she is notified_ _Tempo_ ## Work through coverage decisions with Tempo. Ask Tempo about coverage, review upcoming shifts and prepare offers with your scheduling team. Available actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Worker calls out A worker cannot make the shift. Review who could take it and who should receive an offer. _Illustration: Skedulo Tempo taking a sick call from a chat: the scheduler types Bridget Hanley, the name autocompletes as a resource, and sends 'called in sick for the rest of the day'. Tempo thinks it through, opens an issue for Sun 2 Mar on Ward B and gathers her hours, sick leave from Workday, preferred contact and the 12:30 - 6:30 PM shift left uncovered. Once the scheduler starts its plan it records her sick leave, lists three available nurses from Mastermind, has the Policy engine pick Carol Ng for fewest hours, asks before offering her the shift, texts her, and allocates her when she says yes_ ### Demand spikes Compare the new workload with scheduled coverage before adding shifts or changing assignments. _Illustration: Skedulo Tempo working a demand spike beside the scheduler: Ward B's census forecast for Mon 3 afternoon rose from 24 to 30 patients, so at 1 nurse to 4 patients it needs 8 RNs and 6 are rostered. Tempo reads the forecast, applies the ratio, finds the best-fit RNs and compares staff with agency cost, asks whether to offer both shifts now, and puts forward two offers, Targeted - 3 eligible. Once accepted it sends them, Carol Ng and Gloria Benitez accept, and a session summary closes it_ ### Credential lapses Check the upcoming shifts that require the credential and arrange renewal follow-up or replacement coverage. _Illustration: Skedulo Tempo working an expiring certificate from its issue: a new issue arrives on a blank screen - Gloria Benitez's Advanced Life Support certificate expires Fri 28 Mar - and becomes the task's header. With the context panel still closed, Tempo gathers context; then the panel opens with her credential - its days left, holder and how to reach her - and the four nights in charge it would cost her. Once the scheduler starts its plan, Tempo reminds her to renew by app message and email and watches two weeks for her new certificate, ready to alert the scheduler and remind her again_ ### Open shift unfilled Check the unfilled shift and decide whether to expand the eligible offer audience or escalate the gap. _Illustration: Skedulo Tempo working an unfilled open shift beside the scheduler: the Sun 9 afternoon on Ward B needs a Support Worker and a targeted offer to 2 staff has no replies. Tempo reads the offer history, finds the next eligible group and compares it with an agency worker, asks whether to widen to casuals at the Sunday rate, and puts forward Broadcast - 6 eligible. Once accepted it closes the targeted offer, broadcasts, Kevin Maszaros accepts, the nurse unit manager is told, and a session summary closes it_ _How it runs_ ## From demand to attendance. _[ 01 ]_ ### Demand & coverage Use operating hours, workload, service demand, and historical patterns to see when and where coverage is needed. _Illustration: Skedulo demand forecast panel for Southbank Clinic, Ward B, Sat 8 to Fri 14 Mar: drivers fed in (Patient census 28 beds, Appointments booked 64 a day, Open day Sat 8 Mar as an event band x1.2 RN), translations as chips (1 RN per 4 patients, Minimum 2 RN on ward, Operating hours 6am - 10pm), and the Registered Nurse forecast in hours as a pastel range, a target line and planned bars, every day met. The open day applies: Saturday's target climbs above its bar, the one gap fills in amber, and the foot ticks to RN required 20, RN planned 19, RN to fill 1, cost $64,020 of $68,000 within cap_ _[ 02 ]_ ### Shift patterns & roles Define the roles, skills, and hours the work requires, then draft shifts from templates, patterns, rotations, or open requirements. _Illustration: Skedulo Apply roster template dialog: the template Southbank 2 weeks, start date 1 Mar 2026 and end date 28 Mar 2026, and a summary of what it will create - applied to 1 - 28 Mar 2026, 56 shifts for 19 employees, 800 hours - above Cancel and Apply_ _[ 03 ]_ ### Policy checks Evaluate eligibility, workforce requirements, and scheduling policy before the roster goes out. _Illustration: Skedulo policy checks card for Ward B, 1 - 7 Mar: a rail of the moments a scheduling policy is checked at, lighting one by one as a change passes each and landing its result - roster changes: Assign, Doug Lindqvist, Tue 4, 8h rest, Block; Offer, Wed 5, Targeted - 4 eligible, Pass; Swap, Gloria Benitez with Carol Ng, Tue 4, Pass; Publish, Ward B, 5 rules, Pass - then the checks carry on into time: Attendance, Kevin Maszaros out +20 min, Warn; Approve time, SH-4501, 8h 08m, Pass_ _[ 04 ]_ ### Published schedules Publish the approved roster and notify workers of shifts and subsequent changes. _Illustration: The same Skedulo roster panel after publish: 1 - 28 Mar 2026, Southbank Clinic, Ward B, marked Published with a green pill; the week strip solid, Sat 1 filled, Mon 3 cleared, Fri 7 covered; under it the notices sent on the same three days, each with a green tick - two morning shifts filled, double-booking resolved, cover for Gloria confirmed - then 19 people notified, and a Change log button where Publish stood_ _[ 05 ]_ ### Offers & replacements Offer open shifts, review swaps, and arrange replacements when availability changes. _Illustration: Skedulo shift scheduling cover request beside a slice of the roster: Carol Ng cannot work Wed 5 (unavailable - family), her 6am - 2pm morning shift at Ward B; under it two who can cover - Gloria Benitez with a green tick (RN, available, rest 16h OK) and Doug Lindqvist with an amber warning (EN, would hit 38h max) - the line Nurses Award (QLD) checked, then Decline and Approve; on the slice, Wed 5 tagged Needs cover, the morning shift slides from Carol's cell down to Gloria's, and the card foot turns green: Confirmed, Carol notified_ _[ 06 ]_ ### Time review Compare scheduled and recorded hours, resolve differences, and prepare approved records for connected systems. _Illustration: A Skedulo card comparing scheduled and worked hours for Ward B's afternoon, Sat 1 Mar: on one 2 pm to 10 pm axis, Bridget Hanley and Kevin Maszaros each have a grey scheduled bar over a blue worked bar, the plan's start and end marked through both. Amber marks and tags show each difference - Bridget: early start 15 min, missed time 1h 30m; Kevin: late arrival 12 min, extended 20 min. A line on the card's floor reads scheduled 16h, worked 14h 53m._ _Roster building_ ## Coverage by role, location and hour. Build shifts for the roles and hours your operation needs. Gaps and configured scheduling warnings are available for review before publication, with subsequent changes tracked against the schedule. _Illustration: Skedulo roster panel before publish: the period 1 - 28 Mar 2026 for Southbank Clinic, Ward B, marked Draft; a week strip Sat 1 to Fri 7 with three dashed shift cells a day in morning green, afternoon blue and night purple, two amber Open cells on Sat 1, a rose double-booking on Mon 3 and a cyan Offer cell on Fri 7; under it the checks, each with its alert - Sat 1 two unassigned morning shifts, Mon 3 Doug Lindqvist double-booked, Fri 7 one shift under offer - and the Publish button held beside 3 to resolve_ _Workforce Requirements & Scheduling Policy_ ## Your workforce policies, applied to assignments. Qualifications, working hours, rest requirements and role coverage all affect who can take a shift. Configure the relevant scheduling checks and approval steps for your operation, including how overtime is reviewed. **Review assignment decisions alongside the workforce requirements and scheduling rules involved.** _Illustration: Skedulo roster change card headed Move Doug Lindqvist, Mon 3: his morning shift (6am - 2pm, dashed) moving to the afternoon (2pm - 10pm), an arrow between. Under it the impact, evaluated before confirming, in three blocks: Cost +$46, 2h overtime at 1.5x; Policy, min rest 10h is 16h, Pass in green, and max weekly 38h would be 40h, Warn in amber, the block turning amber; Approval routes to Jen Alvarez, Scheduling Manager. Then Cancel and a primary button that re-labels from Confirm to Request approval, resizing to fit_ _Mobile_ ## The shift schedule, on Mobile. Workers can check their shifts, locations and tasks in Mobile. Availability, offers, swaps and time tracking are available according to their role and your configured workflows. - Today's shifts, locations, roles, and expected times - Tasks, visits, work items, breaks, and handoffs inside the shift - Messages and schedule changes tied to the work - Open-shift offers, availability, swaps, and cover requests - Clock-in, clock-out, and recorded time differences - Forms, checklists, photos, notes, and signatures - Absence, lateness, hazard, or operational exception reporting _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: Kevin's Summary page under the blue app head, the Today card counting down to his 2pm - 10pm shift and his upcoming shifts, when the app's banner drops in - New open shift, Sun 9 Mar, 2pm - 10pm. Tapped, the offer opens under a blue Open shift bar on a map of the clinic: the time, the place, the role, Support Worker, first to accept; Accept is pressed; back on the Summary a green You're on the roster line and Sunday 9 March join the list, then a Schedule change banner says Thursday now starts at 2:30pm and its row updates_ _Completion_ ## Scheduled hours and actual time, ready for review. **Compare scheduled and recorded time, review exceptions, and send approved records to connected payroll or workforce systems through configured integrations.** ### Scheduled vs. recorded hours Compare scheduled hours with recorded work, breaks, absences, and other relevant time entries. ### Time exceptions Route time differences to the appropriate reviewer with the relevant shift and worker details. ### Approval workflows Use the approval steps configured for your operation. ### Connected time records Send approved records to connected payroll, HR, or reporting systems according to the integration. _Illustration: Skedulo timesheet console for Ward B, 1 to 7 Mar, approver Jen Alvarez: Hours worked 800h against 792h scheduled, Exceptions 0, all clear, Pending 0, all approved; five timesheets with scheduled and worked hours side by side - Carol Ng 40h, Gloria Benitez 32h, Kevin Maszaros 30h scheduled and 30.3h worked, Doug Lindqvist 28h, Bridget Hanley 24h - every row Approved; Kevin's flag reads 0.3h OT approved by Jen Alvarez, Doug's Matched to shift, auto-resolved; the foot reads Sent to payroll, 800 h, $64,020 beside a green Approved button_ _Workers_ ## A schedule workers can take part in. ### Availability & preferences Workers can update availability and preferences for managers to consider alongside staffing requirements. _Illustration: Skedulo mobile Availability tab on an iPhone on a hatched ground, the phone cut off at the bottom: the August calendar shows Training on Thursday 21 and annual leave on Wednesday 27 to Friday 29 in green. Friday 15 is tapped and a sheet rises: unavailable in the afternoon, 12:00 to 4:30 PM, for an appointment. Send turns the day amber, the page scrolls to working hours, Monday to Friday 8:00 AM to 4:30 PM, and the unavailability list, where the change waits PENDING, sent to Wade Brennan, then turns green, APPROVED by Wade Brennan._ ### Shift offers & swaps Workers can respond to eligible offers or request a swap, subject to the configured scheduling checks and approvals. _Illustration: Skedulo shift scheduling card tracking an open-shift offer: Sat 8 Mar, Ward B - Southbank, a 2pm - 10pm afternoon shift for a Registered Nurse, unassigned and Under offer. The rule line reads Targeted - 4 eligible, first to accept, to Ward B RNs and the on-call agency RN; three nurses answer - Carol Ng seen, Gloria Benitez declined. Expand offer turns it to Broadcast - 9 eligible, widened to agency RNs and Ward A RNs; Bridget Hanley accepts, Allocate puts her on the shift, the pill turns Allocated and a green line says 8 others were notified_ ### Workload & rotation Consider workload, continuity, and rotation when planning assignments. _Illustration: Skedulo decision record card for Doug Lindqvist: the rule, minimum rest between shifts, from the Nurses Award 2020 (MA000034), version v2026.1 as an outlined pill; the facts read, Mon 3, 10pm to Tue 4, 6am, drawn as a rest-gap bar of 8h against a 10h threshold tick; the outcome, Block, from the roster check, as the bar turns rose; and how it was resolved: Tue 4 moved to open shifts by Jen Alvarez, then re-checked, rest gap 32h, a green Pass_ _Illustration: Skedulo mobile Availability tab on an iPhone on a hatched ground, the phone cut off at the bottom: the August calendar shows Training on Thursday 21 and annual leave on Wednesday 27 to Friday 29 in green. Friday 15 is tapped and a sheet rises: unavailable in the afternoon, 12:00 to 4:30 PM, for an appointment. Send turns the day amber, the page scrolls to working hours, Monday to Friday 8:00 AM to 4:30 PM, and the unavailability list, where the change waits PENDING, sent to Wade Brennan, then turns green, APPROVED by Wade Brennan._ _Analytics_ ## Required coverage, filled shifts and actual hours. ### Coverage Required versus scheduled hours, unfilled intervals, and missing role mix. _Illustration: Analytics tile: 98% of Ward B's required shifts covered this week, up 2 points, with Tuesday drawn hour by hour across the tile from 6am to 6am, marked at the 2pm and 10pm shift changes - the staff needed as a smooth dashed curve over the staff rostered as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills and the step rises over the amber, leaving a sliver short after the 10pm handover_ ### Roster administration Time to build, time to publish, and manual changes made after publishing. _Illustration: Analytics tile: 14 changes to Ward B's roster since it was published, down 5 on last week - a purple staircase across the tile counting the changes day by day, Saturday to Friday, climbing under last week's dashed staircase that ends at 19, and a swap on Thursday adding a step_ ### Open-shift fill Fill time, fill rate, audience size, and escalation. _Illustration: Analytics tile: 92% of the week's 24 open shifts filled, up 6 points, as a donut - 14 filled by targeted offers in blue, 8 by broadcast in purple, 2 still open in grey - with the median time to fill, 1h 40m, in the middle, and one more open shift filling by broadcast_ ### Schedule stability Changes after publish, callouts, and replacements. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as a grid of small squares in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time, making 91 on time_ ### Labor, attendance & actuals Overtime, premiums, absence, variance, and approval cycle time. _Illustration: Analytics tile: $3,420 paid above base on Ward B this week, down 12%, as three blue bars by driver under the Nurses Award - Sunday penalty 1.75x $1,480, overtime 1.5x $960, shift premiums $980 - the overtime bar growing from $870 as one more overtime shift is approved_ ## Regal Health went from 70 to nearly 200 staff without scaling admin. - **Before** - Heavy administration for a team of 70. - A 20-year-old model that no longer matched how the business ran. - **With Skedulo** - Scheduling and rostering unified for the entire field workforce of nurses and support workers. - Resource planning built around real customer requirements. - **Outcome** - Nearly 200 staff scheduled with minimal administration. - 97% of jobs still fulfilled during a period when 48% of staff were isolating. > Before, the level of admin work to support 70 staff was very heavy. Now, we have nearly 200 staff and the level of admin is minimal. > > — David Thompson, Operations Manager, Regal Health - **35%+** — drop in administrative costs as a share of revenue, while scaling from 70 to nearly 200 staff [Read Story](https://www.skedulo.com/customers/regal-health/) _Explore further_ ## Explore tools for roster managers and workers. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Roles - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Demand forecasting for scheduling](https://www.skedulo.com/learn/demand-forecasting/) - [Introducing scheduling by shifts](https://www.skedulo.com/blog/skedulo-scheduling-shifts-made-simple/) ## Frequently Asked Questions ### What is field service shift planning? Field service shift planning decides who works when for mobile teams, then fits the visits, tasks and travel inside those hours. It differs from single-site rostering because the shift and the jobs inside it have to be planned together. Skedulo plans both on one platform, including for workers whose day mixes site-based and mobile work. ### What are the top three benefits of better shift and roster control for field service dispatchers? The shift schedule shows who is working before jobs are allocated. When coverage changes, dispatchers can compare replacement options and offer work to an eligible audience, using the checks configured for their operation. ### Can Skedulo support fixed-location and mobile rosters? Yes. Skedulo plans site staffing around operating hours and required roles, builds shifts for mobile teams with the visits and travel inside them, and coordinates workers whose shifts include both. All three draw on the same worker availability, skills and requirements. ### How can workers claim open shifts or request swaps? Eligible workers can receive offers, respond to open shifts, maintain availability, and request swaps or cover through the frontline experience. The workflow can apply qualification, availability, agreement, policy, overtime, and approval checks before the roster changes. ### How does Shifts & Rosters relate to Skedulo Shift? Shift Scheduling is the Skedulo product for planning shifts, applying scheduling rules and offering open work. This page focuses on operations where shifts may include visits, tasks and travel, as well as work at a fixed location. ### Can one shift include several visits at different addresses? Yes. Plan visits at different addresses within a worker's shift, accounting for travel and the available hours. If a visit runs late, review the remaining assignments before changing the plan. ## Let's look at your shift requirements. Show us the coverage you need and the policies your team works with. We'll walk through planning, shift offers and time tracking in Skedulo. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/use-cases/task-management/" type: "page" title: "Frontline Task Management for Field Service | Skedulo" description: "Assign tasks inside jobs, shifts and routines, give workers clear next steps, and escalate blocked or overdue work before it slips." --- # Task management for jobs, shifts and daily routines. Opening checks, service tasks and corrective work can sit alongside your team's assignments. Set an owner, instructions and a due time, then track completion and blockers. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Workflow](https://www.skedulo.com/platform/workflow/) ![Stockroom worker checking tasks on a tablet mid-shift](https://assets.skedulo.com/uploads/hub-heroes/uc-task-management-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Tasks with an owner, instructions and a due time. A task can sit inside a field job, run within a shift or stand alone. Managers, supervisors and the people doing the work each see what's done, late or blocked. _Runs the operation_ ### Operations manager Review unassigned tasks, overdue work and items awaiting review by owner and site. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in a hi-vis vest holding a tablet at warehouse racking](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/consumer-goods-packaging/cgp-10-a.webp) _Plans the work_ ### Shift supervisor Place each task in a shift or job, assign it directly or offer it to qualified workers. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Worker using a tablet in the hallway of an empty house](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-05-a.webp) _Does the work_ ### Team member Open site details, instructions and attachments in Skedulo Mobile alongside each assignment. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Cleaner mopping a wood floor in a living room](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-07-a.webp) _One Task Operation_ ## A task can be part of a job, or a job in itself. Manage the steps in a field visit, the responsibilities on a shift and standalone work with its own schedule. ### Inside a field job Sequence the work a person or crew completes at a site, with instructions, dependencies, required evidence, and a clear completion state. _Illustration: Skedulo mobile job details on an iPhone in signal at 4:36: under the blue app bar, the map of 1160 Pioneer Way, Denver, and the quarterly site inspection, JOB-4803, in progress. Under Tasks, Test emergency lighting (done at 4:12 PM) and Tag out isolator AST-1152 (done at 4:24 PM) are ticked and each marked SYNCED in green, so the worker can see what went through; Replace fire door closer is still open_ ### Inside a shift Assign opening, service, safety, replenishment, handover, or closing tasks within a worker’s shift. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a support worker's Summary at 1:52, today's 2pm - 10pm shift starting in 8 minutes and the next three shifts. A banner offers an open shift on Sunday 9 March; its page shows the clinic on a map, the role and Accept, which is pressed, and Sunday 9 March joins the upcoming shifts. At 2:00 the shift's page opens: Start shift is pressed, the shift is in progress with its start time recorded, and at 5:48 the medication rounds task is ticked done_ ### Recurring or standalone Create recurring or standalone assignments for sites, teams, and assets, including work triggered by configured events. _Illustration: Skedulo mobile handover page on an iPhone for JOB-4803, to Aaron Feldman: under Completed, the site checklist submitted and signed lands, then two open tasks with their owners: replace the isolator on AST-1152 (Aaron Feldman, JOB-4871, Friday 15 August) and close out the permit before it expires (Helen Pryor). A two-line handover note is typed, and Send handover becomes a green notice: sent to Aaron Feldman at 5:24pm_ _Tempo_ ## Work through open tasks with Tempo. Ask Tempo about outstanding tasks, review blockers and coordinate assignments with the responsible team. The records and actions available depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Task overdue Check the task's status with its owner and decide whether to reassign or escalate it. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue lands on a blank screen and becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap, keeping the four jobs on its list_ ### Task unassigned A task has no owner. Check who has the time and skills to take it on. _Illustration: Skedulo Tempo at the start of a dispatcher's day: Tempo greets Mark Doherty at 7:30 AM and writes his Morning brief beside the Issues inbox - 41 jobs today, 11 technicians on, 94% covered; overnight it moved a job to Thursday, synced Gloria Benitez's Friday leave from Workday and sent 23 arrival windows; first, a skill gap on JOB-4866 in Aurora, two offers unanswered and rain from 3:00 PM. Mark opens the skill gap, and Tempo has the context and a plan ready: Aaron Feldman, who holds the certificate, takes the job with Andre Bassett riding along_ ### Task blocked A task cannot proceed. Check what needs to happen first and who owns that step. _Illustration: Skedulo Tempo working a storm warning from its issue: lightning and hail from 2:00 to 5:00 PM put three rooftop jobs at risk. The warning lands in red on a blank screen and becomes the task's header; with the context panel closed, Tempo reads the forecast, the rooftop work and the indoor work waiting. The panel opens on the storm hour by hour and the rooftop jobs for Curtis Mensah and Hoa Pham. Once the dispatcher starts the plan, Tempo moves the rooftop jobs to a clear Thursday morning, fills the afternoon with indoor work, and tells the customers and the crew_ ### Task declined Check why the task was declined and decide whether to revise or reassign it. _Illustration: Skedulo Tempo approving shift swaps from their issue: two swap requests for Ward B arrive on a blank screen and become the task's header. With the context panel closed, Tempo reads the roster, each worker's role and hours and the Nurses Award 2020; the panel opens on the two requests and the rules. Carol Ng and Gloria Benitez's day-shift swap passes on role, hours and rest; Kevin Maszaros, a Support Worker, can't take Doug Lindqvist's Enrolled Nurse evening. Once the scheduler starts its plan, Tempo swaps Carol and Gloria on the roster, tells them, and declines Kevin's request with the reason_ _How it runs_ ## A task's lifecycle. _[ 01 ]_ ### Task creation Create a task directly or configure a workflow to create it from a request, form response, or connected event. _Illustration: A Skedulo workflow canvas for Failed check follow-up, in draft, built a step at a time: Site checklist submitted, then the rule Any check failed. On Then, Request approval from Wade Brennan and Create follow-up, Replace isolator; on Else, Complete the job and Update work order, its tile the Salesforce logo. Each card lands with the line into it_ _[ 02 ]_ ### Scope & instructions Set the required outcome, responsible role, priority, timing, instructions, dependencies, and completion requirements. _Illustration: Skedulo Form Builder, Settings tab, completion for the Site checklist: Required to complete the job switches on and an amber note lands under it - JOB-4803 cannot be completed until the Site checklist is submitted. Submissions moves from Multiple submissions to One submission, where teams review and update the same one, and the line under it becomes: on JOB-4803, reopening the checklist updates its one submission_ _[ 03 ]_ ### Priority & allocation Place the task in a shift or job, assign it directly, offer it to qualified workers, or route it through a workflow. _Illustration: Skedulo offer for a backflow test sent to seven eligible technicians by push and in-app notification under a first-to-accept rule - the top three pending, then Wade Brennan accepts, the others close and he is allocated automatically_ _[ 04 ]_ ### Work in progress Give the worker clear steps, relevant context, communication, and required forms in the mobile experience. _Illustration: Skedulo mobile form fields in one column, each under its label: Arrival time, Wednesday 13 August at 4:05pm; Customer name, Helen Pryor; Overall outcome, Pass with Actions; and Access notes - signed in at reception and escorted to the plant room, enclosure key collected on arrival and returned before leaving - with the hint under it: how you got on to location, helpful for whoever attends next_ _[ 05 ]_ ### Blockers & reassignment Reassign, escalate, or create follow-up work when a task stalls. _Illustration: Skedulo Tempo's queue of issues sorted by state, on a pale blue panel. Under In progress, Doug Lindqvist called out: JOB-4841 is open while Tempo works it - Gather context ticks done with 3 sources, Compare technicians finds Gloria Benitez fits, Prepare the change readies the reassignment to Gloria - and a line beside Tempo's mark says what it is doing as it goes, from reading the absence notice to comparing Gloria, Bridget and Aaron, until the change is ready for review. The walk-in cooler at Harvest Table is in progress too, and Waiting for a response runs on below_ _[ 06 ]_ ### Review & completion Review the result, retain the task record, and share relevant updates through configured integrations. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _Work Board_ ## Task progress by owner, site and due time. Configured views show unassigned tasks, overdue work and items awaiting review. Managers can investigate a delay with the assignment and responsible person in view. _Illustration: Skedulo web app's Site approvals list on a hatched ground. The default view lists 38 site approvals with each job, location, approval status and requester. A filter is added - Approval status is Pending - and 8 remain. Access requirements replaces Requested by, so each site's needs show in words: Pioneer badge, permit to work, contractor badge, site induction. Sorted by Needed by, soonest first, today's fire damper check leads. Saved as Pending site approvals for Everyone, the view menu shows it ticked, then the saved list holds._ _Mobile_ ## Instructions at the point of work. Workers can access site details, instructions and attachments in Mobile, alongside the assignment and its timing. - **Field day** — Include travel, site details, and job instructions for tasks carried out across locations. - **Shift day** — Show in-location priorities, task instructions, and handover details for work during a shift. - **Standalone tasks** — Show recurring or standalone assignments with their own instructions and due times, independent of a job or shift. _Illustration: Skedulo mobile app on an iPhone, the blue app bar on every page: Kevin's Saturday 2pm - 10pm shift at Southbank Clinic, in progress, and its Tasks list in the manager's order - Handover notes and Medication round 3pm marked High, Ward B rounds, Discharge support, Incident report - over a count line and a thin bar. A Task added banner from Jen Alvarez drops in over the bar and Restock treatment room slots in under Ward B rounds, 0 of 6. The first task's page opens with its priority, due time and note; Mark done ticks it, Done 2:22 pm, 1 of 6; the medication round ticks at 3pm, 2 of 6_ _Completion_ ## Completed tasks and outstanding work. **Record completed steps and unresolved issues. Required forms, photos and notes stay with the job or other record used by your workflow.** ### Supporting evidence The form, reading, photo, signature or note captured on the job, tied to its completion requirement. ### Completion review Review required steps and any unresolved exceptions before recording completion. ### Completion time Record completion time against the task using the configured workflow. ### Remaining work Assign remaining work and share relevant results with connected systems. _Illustration: Skedulo mobile on an iPhone, open on the #north-region channel at 3:48 PM: Gloria Benitez's message tells @Mark Doherty that unit 2 is back in service and lands with a photo from the job - the red-handled shut-off valve and pressure gauge on the unit's pipework - and the signed commissioning-sheet.pdf (1.2 MB) under it, then Mark's thumbs-up reaction lands on the message as a quick acknowledgement instead of a reply_ _Messaging_ ## Discuss the task without leaving Skedulo. Message a colleague or use a team channel to ask a question, share a document or discuss a blocker. Office and frontline teams can communicate in the apps they use for work. _Illustration: Skedulo web messaging card for the #north-region channel on a pale blue ground. Gloria Benitez asks at 2:05 PM: How do I get into the site? Leaving for Birch St now. Her message carries a link to JOB-4821, Water changeover service, Wed 13 Aug, 2:40 PM. The link opens into the job's details: account Pioneer Health Systems, address 123 Birch St, window 2:40 - 4:10 PM, technician Gloria Benitez, status Dispatched. Dana Pruitt answers at 2:08 PM: use the loading dock gate on Birch St, the code is 4417, and Helen will meet you at the dock._ _Automation_ ## Task workflows that respond to events. A form response, status change or due date can trigger a configured workflow. Create follow-up tasks, notify the responsible team and route exceptions for review. _Illustration: Two windows on a hatched ground. Above, the Skedulo automation canvas: a Rules violation trigger, Required qualifications, runs and is checked, then the step Create a Tempo task, for Mark Doherty, runs and is checked, and a blue line carries on down into Tempo. There a new issue arrives in red on a blank screen and flies into the task's header: JOB-4839 needs a qualified technician, from the automation Qualification check, for Mark Doherty. Its records land - JOB-4839, Brooke Feeney's expired Working at heights ticket, the rule - and Tempo starts finding who is qualified on Friday._ _Analytics_ ## See what’s done, late, blocked, or reopened. ### Completion Completion rate, first-time completion, and cycle time. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of slim columns per weekday spread across the tile - expected in grey, completed in blue - and Friday's last four forms landing_ ### Delays and blockers Overdue work, blocked tasks, and the time it takes to resolve them. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in columns spread across the tile, amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing_ ### Ownership Reassignment volume, unowned work, and how long tasks sit before someone claims them. _Illustration: Analytics tile: 4.1 minutes median time to assign, down 18%, with a blue bar per dispatcher - Mark 3.6, Jen 4.4, Dana 4.8 and Wade 4.6 minutes - and Wade's bar easing down from 5.1_ ### Follow-up Follow-up work created from completed tasks, by program, site, team, job type, or asset. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes_ ### Automation and triggers Task volume by trigger type, and time to route, notify, or escalate automatically once a rule fires. _Illustration: Skedulo workflow card, Failed check follow-up, running on JOB-4803: three steps light in turn, each tile blue as it runs and green when done, a wire filling between them - Status updated at 5:17 PM, asset AST-1152 set to Awaiting follow-up; Approval requested, waiting for Wade Brennan, then approved by him at 5:18 PM; Follow-up job created at 5:18 PM, JOB-4871, Replace isolator_ ## CWPS reclaimed 20-25 hours a week and $170,000 a year. - **Before** - Manual, spreadsheet-based dispatch across 300+ client relationships. - Missed appointments and senior-engineer hours lost to low-value dispatch work. - **With Skedulo** - Task assignment and status centralized across the whole team. - Senior engineers redirected from dispatch busywork to higher-value field and internal work. - **Outcome** - 20-25 hours a week reclaimed. - $170,000 a year in redirected senior-engineer time. > Suddenly we found we had 20-25 hours that now weren't being lost. So we would re-assign people who had extra hours to internal projects or do more field work where we were normally sending senior engineers... That's $175 an hour. So that's a significant number. > > — George Estrada, Chief Technology Officer, CWPS - **$170K** — reclaimed annually from 20-25 hours a week of redirected senior-engineer time [Read Story](https://www.skedulo.com/customers/cwps/) _Explore further_ ## Explore tools for frontline task teams. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Analytics](https://www.skedulo.com/product/analytics/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Work order management for mobile teams](https://www.skedulo.com/learn/work-order-management/) - [Matching people to complex projects](https://www.skedulo.com/blog/managing-multiple-projects-who-is-right-for-the-job/) ## Frequently Asked Questions ### What is frontline task management? Frontline task management gives each piece of work away from a desk a clear owner, instructions, due time and completion requirement. Tasks can sit inside a field job, run within a shift, or stand alone on their own schedule. Managers see what's done, late, blocked or unassigned, and workers see what needs to happen next. ### How does frontline task management fit into a field service workflow? A field job is scheduled and dispatched; its tasks describe what the technician needs to do. Add instructions and completion requirements, and capture forms and evidence on the job. Creating tasks from forms or connected events requires a configured workflow. ### What's the difference between task management and work order management? A task can be a single required action inside a job, shift, or recurring routine. A work order usually carries a broader unit of work with its own schedule, resource requirements, status, documentation, and closure. Skedulo can connect both levels. ### Can a task require a form or proof? Tasks can be made mandatory, so a job can't be closed until they're checked off. Evidence such as forms, photos and signatures is captured on the job itself, where a form can be required before the job is completed. ### What happens when a task is blocked? Record what is preventing the work and involve the person responsible for resolving it. The team can revise the task, arrange help, or reassign it. Tempo can help review the available records and prepare next steps. ### How is Skedulo different from a general task or to-do app? In Skedulo, tasks can sit within scheduled jobs and shifts or run as standalone work. Teams see the instructions alongside their assignments, and managers can review progress with the relevant site and worker details. ## Let's look at your team's task list. Bring a routine, a field job or a shift's responsibilities. We'll show you how tasks, instructions and progress fit into Skedulo. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Workflow](https://www.skedulo.com/platform/workflow/) --- --- url: "https://www.skedulo.com/use-cases/time-attendance/" type: "page" title: "Time & Attendance for Field and Shift Workers | Skedulo" description: "Compare scheduled and recorded time for shifts and field visits, route exceptions to the right reviewer, and send approved time to payroll." --- # Time tracking for field and shift work. Record starts, finishes and progress in Mobile. Review actual time alongside the scheduled job or shift, with worker explanations for missing entries and differences. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician arriving at a tower site gate at dawn](https://assets.skedulo.com/uploads/hub-heroes/uc-time-attendance-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Time records reviewed before they reach payroll. A time record passes through three roles on its way to payroll. Frontline employees record and explain their time, shift supervisors check it against the assignment, and payroll managers receive the record once questions are resolved. _Runs the operation_ ### Payroll manager Receive reviewed time records through configured integrations once exceptions are resolved. [Explore workforce leadership](https://www.skedulo.com/solutions/workforce-leaders/) ![Person using a laptop at a tidy office desk](https://assets.skedulo.com/uploads/photo-library/stock/persona-uc-ta-runs-20261009a.webp) _Reviews the time_ ### Shift supervisor Compare recorded attendance and breaks with the scheduled assignment before approving. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Person in a hi-vis vest reviewing a tablet at a supervisor station on a warehouse floor](https://assets.skedulo.com/uploads/photo-library/stock/persona-uc-ta-reviews-20261009b.webp) _Does the work_ ### Frontline employee Record starts, finishes and breaks in Mobile where the work happens. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker using a smartphone in a parked car](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/home-community-care/hcc-07-b.webp) _One Time & Attendance Operation_ ## Review time across shifts and field visits. Record and review time for site-based shifts, mobile jobs, and days that include both. Keep entries linked to the relevant assignment so reviewers can check overlaps and missing information. ### Shift Time Capture scheduled start and end, clock-in, breaks, clock-out, absence, lateness, and manager-reviewed variance. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the phone cut off at the bottom: Kevin Maszaros's Today card at 10:20 PM, his afternoon shift at Ward B, Southbank, the timer past 8 hours. He taps End shift and the shift's time opens: scheduled 2:00 to 10:00 PM in grey over the actual 2:12 to 10:20 PM in blue, the break in both, 20 minutes over in amber; clock in 12 min late for traffic, the break as scheduled, clock out 20 min over. He picks Handover ran over, submits it to Jen Alvarez, and it comes back approved and sent to payroll._ ### Field Time Capture travel, arrival, start, completion, actual duration, and evidence tied to the job or visit. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third, showing a field technician's agenda for Wednesday 13 August: the week strip, a map of the afternoon with numbered stops, and the jobs on a numbered rail with the drive between them. The water changeover at 123 Birch St is opened: its page shows the site on a map, In progress, its tasks; the site contact sign-off is ticked and Complete turns it into Job complete at 3:28pm. Back on the agenda the job shows Complete and the quarterly site inspection, 27 min and 3.3 mi away, is next_ ### Blended Workdays Keep entries for visits, activities, breaks, and travel linked to the working day so overlaps or missing time can be reviewed. _Illustration: A Skedulo card reconciling Kevin Maszaros's Sat 1 Mar afternoon as three layers on one time axis from 2 pm to 10:30 pm, each with its sum on its caption line: Shift 8h 08m over the grey 2:00 - 10:00 pm bar with the break notched out; Jobs 6h over two blue job bars, Ward B rounds 2:15 to 5:30 and Discharges 7:00 to 9:45; Tasks 3 of 3 over three green ticks, named under the axis with their times - Handover notes 3:10 pm, Medication rounds 4:40 pm, Incident report 9:30 pm_ _Tempo_ ## Time queries, with context from Tempo. Use Tempo to help bring the relevant schedule and work details into a time query. The worker or authorized reviewer confirms corrections; available actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Missed clock-out Review the shift and ask the worker to confirm when they finished before recording a correction. _Illustration: Skedulo Tempo approving a pay period's timesheets from its issue: 19 Ward B timesheets for Sat 1 - Fri 7 Mar arrive on a blank screen and become the task's header. With the context panel closed, Tempo checks them against the roster and the Nurses Award 2020, then the panel opens on 800 hours worked against 792 rostered. 17 match and two exceptions come into the feed. Once the scheduler starts its plan, Tempo matches Doug Lindqvist's missing clock-out to his shift, approves Kevin Maszaros's 20 minutes as overtime, approves all 19 at once and sends them to payroll_ ### Late start The recorded start is later than planned. Check the entry and the worker's explanation. _Illustration: Skedulo Tempo working a late technician from its issue: travel tracking flags Gloria Benitez, whose drive to JOB-4821 at Pioneer Health Systems now arrives at 2:34 PM after a crash on Interstate 25, past the 2:00 - 2:30 PM window. The issue lands on a blank screen and becomes the task's header; with the context panel closed, Tempo reads where she is, times routes and reads the job. The panel opens on her drive and the job's map, and Tempo picks Santa Fe Drive, 22 minutes sooner. Once the dispatcher starts the plan, Tempo sends Gloria the route, texts Helen Pryor and checks her 4:00 PM holds_ ### Break exception Compare the planned and recorded break, then confirm what happened before changing the entry. _Illustration: Skedulo Tempo approving shift swaps from their issue: two swap requests for Ward B arrive on a blank screen and become the task's header. With the context panel closed, Tempo reads the roster, each worker's role and hours and the Nurses Award 2020; the panel opens on the two requests and the rules. Carol Ng and Gloria Benitez's day-shift swap passes on role, hours and rest; Kevin Maszaros, a Support Worker, can't take Doug Lindqvist's Enrolled Nurse evening. Once the scheduler starts its plan, Tempo swaps Carol and Gloria on the roster, tells them, and declines Kevin's request with the reason_ ### Duration mismatch Compare the overlapping records and supporting explanations before deciding which entries need correction. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue lands on a blank screen and becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap, keeping the four jobs on its list_ _How it runs_ ## From clock-in to an approved record. _[ 01 ]_ ### Scheduled hours Create the shift, job, visit, activity, break, or travel expectation as scheduled work. _Illustration: Skedulo Apply roster template dialog: the template Southbank 2 weeks, start date 1 Mar 2026 and end date 28 Mar 2026, and a summary of what it will create - applied to 1 - 28 Mar 2026, 56 shifts for 19 employees, 800 hours - above Cancel and Apply_ _[ 02 ]_ ### Recorded time Record clock events, milestones, and required actuals where the work happens. _Illustration: A Skedulo card of three time-capture sources for Sat 1 Mar - Mobile app (clock in), Ward B kiosk (badge tap) and HRIS import (API) - as tiles down the left, each level with its record in one list on the right and joined to it by a short blue connector: Carol Ng 6:02 am Mobile, Kevin Maszaros 2:12 pm Kiosk, Doug Lindqvist 10:04 pm HRIS, each with an avatar; on the card's floor a green line: 3 ready for review_ _[ 03 ]_ ### Differences & missing entries See where scheduled and actual differ while the context is still available. _Illustration: A Skedulo time record card for Kevin Maszaros, Sat 1 Mar: a grey scheduled bar (8h) over a blue worked bar (8h 08m) on one 2 pm to 10:30 pm axis, the worked bar starting 12 minutes late and running 20 minutes over, the 6 to 7 pm break notched out of both; under it three rows - Clock in 2:12 pm with an amber chip 12 min late, Traffic; Break 6:00 to 7:00 pm, as scheduled; Clock out 10:20 pm with an amber +20 min - and on the card's floor a green line: Approved by Jen Alvarez, sent to payroll_ _[ 04 ]_ ### Review & correction Route flagged records for clarification or review with the relevant schedule and supporting details. _Illustration: A Skedulo time difference card for Kevin Maszaros, Sat 1 Mar: in a box, Clock out 10:20 pm against a scheduled 10:00 pm with an amber +20 min tag, drawn as a grey scheduled bar over a blue worked bar that runs 20 minutes past the plan's end in amber. Below it the Reason field reads Handover ran over and Review by shows Jen Alvarez, Scheduling Manager; on the card's floor the status reads Pending review beside Sent 10:24 pm._ _[ 05 ]_ ### Approval Apply your configured review and approval steps before sharing the record. _Illustration: A Skedulo card of time records for 1 - 7 Mar: a stepper across the top - Draft, Submitted, Approved, Locked, a dot each on one line - with the period's count under each state, 0, 0, 0 and 97, only Locked lit; under it three records - Carol Ng Sat 1 Mar 8h, Kevin Maszaros Sat 1 Mar 8h 08m, Doug Lindqvist Sun 2 Mar 8h - each with a grey Locked pill with a lock, and on the card's floor a line with a lock: Locked by Jen Alvarez, Fri 7 Mar_ _[ 06 ]_ ### Payroll & system integration Share approved records with payroll, finance, or other systems through configured integrations. _Illustration: A Skedulo card of approved time for 1 - 7 Mar: at the top a lock tile, 97 records, 800 h, approved and locked Fri 7 Mar; a thin line runs down from it and branches into three systems under it, each with a tile, a name, what it takes and its sync status - Payroll, 800 h and $64,020; HRIS, hours and leave; Finance, labour cost for Ward B - each with a green Synced pill, the branches traced in blue, and on the card's floor a green line: Shared with 3 systems, 5:04 pm_ _Capture_ ## Time tracking on Mobile. Record starts, finishes, and other required time entries in Mobile. Add an explanation when an entry is missing or needs review. - Clock in and out where configured - Start and complete shifts, jobs, visits, and activities - Record required work, break, and travel information - Explain exceptions at the moment they occur - Submit missing time or corrections with a reason - Work offline where supported and synchronize later - See submitted, returned, corrected, and approved states _Illustration: Skedulo mobile job screen on an iPhone recording an inspection from clock-in to clock-out: the page opens on a map of the site, a pin on 1160 Pioneer Way, Denver, the address under it, then Clock in starts the timer and each press after it moves the job one status on - en route, arrived on site with the address captured, in progress, complete - leaving a timestamped row on the progress timeline as the page scrolls to follow, until Clock out stops the timer at 1:47 and the button turns green: times saved, the travel and on-site split_ _Compare_ ## Actual hours, alongside the plan. A late start, a missed break or overlapping entries can require a closer look. Review recorded time alongside the assignment and supporting information before making a correction. ### Attendance & time Compare recorded attendance with the scheduled assignment, including start, finish, duration, and any adjustments made afterward. _Illustration: A Skedulo card comparing scheduled and worked hours for Ward B's afternoon, Sat 1 Mar: on one 2 pm to 10 pm axis, Bridget Hanley and Kevin Maszaros each have a grey scheduled bar over a blue worked bar, the plan's start and end marked through both. Amber marks and tags show each difference - Bridget: early start 15 min, missed time 1h 30m; Kevin: late arrival 12 min, extended 20 min. A line on the card's floor reads scheduled 16h, worked 14h 53m._ ### Breaks Compare planned breaks with what was actually taken, including missed, shortened, or adjusted breaks. _Illustration: Skedulo award conditions card for MA000034 v2026.1, a compact list in three groups, each value resolving in turn. Working time: rest 10h between shifts, maximum hours 38h / week, overtime 1.5x after 8h, breaks 30 min before 5h, notice roster 14 days ahead. Allocation: seniority longest service, allocation rights part-time first, qualifications RN registration. Pay: premiums afternoon +12.5%, allowances on-call $24 / day, penalties Sunday 1.75x_ ### Work completion Completed, partial, canceled, or awaiting required follow-up before closing the record. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ### Travel and activity Expected versus recorded travel, mileage, and non-job work. _Illustration: Skedulo mobile time and expenses card for Gloria Benitez, Wed 13 Aug, in draft: work time 7.25 hours over 5 jobs, a mileage allowance of 24.6 miles at $0.70 a mile, $17.22; a $12.00 parking expense is added and its receipt attached, the expenses and allowances total goes to $29.22, and Submit for approval sends it at 5:42 PM, the record marked Submitted_ ### Overlap & evidence Duplicate or conflicting time across shifts or leave, backed by supporting evidence. _Illustration: Two Skedulo shift cells in rose with alert marks, one person booked into both on the same day: the 2pm - 10pm afternoon shift and the 6am - 2pm morning shift, 7 hours each - the overlap the roster flags for review_ _Rules & Policy_ ## Your time review and approval rules. Configure checks for missing entries and time differences, with approval requirements suited to your operation. Reviewers can use the schedule, recorded hours and supporting information to investigate exceptions. **Record corrections, reasons, and approvals with the time entry.** _Illustration: Skedulo rule card for Maximum hours per week, 38h. Its outcome picker steps through Allow, Warn, Block, Rank, Consent, Approval and Pay while a preview shows what each does to Doug Lindqvist on the Mon 3 afternoon shift, 2pm - 10pm, his week at 40h of 38h: assigned as is, assigned with a warning, blocked in rose, ranked 3rd, sent to him for consent, routed to Jen Alvarez, and last, Pay: +$46 for 2h over 38h at 1.5x_ _Exception Routing_ ## Worker, manager and payroll review. A missed clock-out may need the worker's confirmation; a pay-related query may need payroll. Configure review routes around the type of exception and who is authorized to resolve it. ### Routine review Define which entries need a closer look and how they should be reviewed. ### Worker confirmation For missing or disputed actuals. ### Manager review For attendance, completion, or operational context. ### Payroll or finance review For pay, billing, allowance, or cost implications. ### Bulk approval, correction & escalation Group suitable records for approval; return, correct, or escalate exceptions that need a closer look. _Completion_ ## Approved time, with a record of the review. **Keep recorded time, corrections, explanations, and approvals together. Share approved information with connected payroll or finance systems through configured integrations.** ### Supporting information Review the schedule, time entries, and worker explanation, and resolve outstanding questions. ### Rules & exceptions Check the rules and exceptions supported by your configured review workflow. ### Recorded approval Use the authorized reviewers and approval steps configured for your operation. ### Data exchange Send the agreed data to connected systems according to the integration. _Illustration: Skedulo reconciliation of the completed jobs for Wed 13 Aug, checked Thu 14 Aug, 6:15 AM, 64 jobs: a grid of jobs against the Salesforce, Workday and Finance logos. JOB-4803 Quarterly site inspection, JOB-4816 and JOB-4821 tick green in all three; JOB-4837 is flagged amber - work order 00012298 is still In Progress in Salesforce - and the foot reads 63 of 64 jobs in step. The pointer presses Resend: the flag turns green, Resent: work order 00012298 is Completed, and 64 of 64 jobs in step._ _Analytics_ ## Time capture and approval performance. ### Capture completeness Compare expected records against what was actually submitted, by type. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as five rows of small squares across the tile in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time, making 91 on time_ ### Exception rate Missing, late, overlap, break, duration, and attendance issues. _Illustration: Analytics tile: 96% of the week's 412 award checks passed under the Nurses Award, up 1 point - one long bar in three tones across the tile with the counts under it: 396 pass in green, 12 warn in amber, 4 block in rose - one more check passing_ ### Review cycle Time from work completion to approval, broken out by reviewer and record type. _Illustration: Analytics tile: 3.2 hours median time to review a time record this week, down 18%, across Ward B's 97 records - a blue line falling over eight weeks from 6.8 hours, this week's point dropping from 3.6 to 3.2_ ### Manager workload Records reviewed, returned, escalated, and bulk-approved. _Illustration: Analytics tile: 4.1 minutes median time to assign, down 18%, with a blue bar per dispatcher - Mark 3.6, Jen 4.4, Dana 4.8 and Wade 4.6 minutes - and Wade's bar easing down from 5.1_ ### Approval status Approved records, outstanding reviews, and entries awaiting information. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing_ ## From weeks of processing to a couple of days. - **Before** - Spreadsheets, timesheets, calendars, emails, and phone calls to coordinate caregivers. - No centralized way to track who was assigned where. - **With Skedulo** - Centralized scheduling and communication, fewer calls and emails. - Lower error rates and streamlined payroll. - **Outcome** - An operating process that once took weeks now takes a couple of days. - More time back for the team that used to chase the schedule. > When I saw the manual system of spreadsheets, calendars, timesheets, calls and emails, I knew there had to be a better way. Thankfully there was. > > — George Lowe, Business Analyst, Reconnect NZ [Read Story](https://www.skedulo.com/customers/reconnect-nz/) _Explore further_ ## Connect time review with scheduling. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Roles - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) - [Care Coordinators](https://www.skedulo.com/solutions/care-coordinators/) ### Guides & Articles - [What is frontline worker software?](https://www.skedulo.com/learn/frontline-worker-software/) - [Rethinking time and attendance](https://www.skedulo.com/blog/is-this-the-end-of-time-and-attendance/) ## Frequently Asked Questions ### What is frontline time and attendance? Frontline time and attendance connects scheduled shifts and field assignments with the time workers actually record. It covers clock-ins, breaks, travel, corrections, review and approval. Because each entry is linked to the shift, job or visit, reviewers can check differences with the context in front of them before anything reaches payroll. ### How does time and attendance help frontline workers? Workers record time from their phone where the work happens and can explain a late start or missed break at the moment it happens. If an entry is missing, they submit a correction with a reason instead of chasing a manager later. They can also see whether each record is submitted, returned, corrected or approved. ### What do payroll, finance and HR teams get from it? They can receive reviewed time records through configured integrations, with the supporting information agreed for the handoff. Resolve missing entries and questions about hours with the authorized reviewers before sending the record. ### How are time exceptions reviewed? Configured rules identify missing, late, overlapping, break, duration, or attendance variance. The record can be routed with schedule, worker, task, agreement, policy, and evidence context to an authorized reviewer. ### Does Skedulo calculate payroll? Skedulo supports time capture, review, approval, and data exchange with payroll systems. Payroll calculations and pay interpretation depend on the payroll tools and integrations used in your implementation. ### How is Skedulo different from a standalone time clock app? Time entries sit alongside scheduled shifts and field visits, including workdays that involve travel between locations. Reviewers can use those assignments and worker explanations to investigate differences. ## Let's look at how you track time. We'll walk through mobile time capture, exception review and how approved records can connect to your existing systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/use-cases/workforce-management/" type: "page" title: "Field Workforce Management Software | Skedulo" description: "Match field and shift work to people with the right skills, credentials and availability, and flag expiring qualifications before they cause gaps." --- # Manage your workforce and all its detail. Keep skills, qualifications, working hours, availability, and more with each worker's record. Use those details to plan shifts, allocate visits, and build crews. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Supervisor with a tablet walking the floor as cleaners work](https://assets.skedulo.com/uploads/hub-heroes/uc-workforce-management-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Skills, availability and assignments on one worker record. A worker record that's out of date can put the wrong person on a job or shift. Workforce planning managers, schedulers and workers each keep part of it current, so coverage figures, matches and offers all draw on the same details. _Runs the operation_ ### Workforce planning manager See coverage, usable capacity and credential gaps by location, role or skill. [Explore workforce leadership](https://www.skedulo.com/solutions/workforce-leaders/) ![Two colleagues looking at a laptop in a meeting room](https://assets.skedulo.com/uploads/photo-library/stock/persona-uc-wfm-runs-20261009a.webp) _Plans the work_ ### Scheduler Compare recorded skills, credentials and availability with each job's or shift's requirements. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Staff member checking a tablet by the elevators, one hand on a wheelchair](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-10-a.webp) _Does the work_ ### Mobile worker Submit availability and respond to eligible offers through Skedulo Mobile or web. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician using a tablet beside an open fridge](https://assets.skedulo.com/uploads/photo-library/home-services/appliance-repair-handyman-services/arh-06-b.webp) _One Workforce Operation_ ## Plan field work and shifts around the same workforce. Use worker profiles and availability information when planning field visits, site-based shifts, or roles that include both. ### Field work Match people and crews to jobs and appointments using skills, credentials, availability, territory, location, travel, workload, and continuity. _Illustration: Skedulo best-match card for an open job standing on a map of the top technician's day - her real drive in blue, the job pinned, and the insertion priced at +10 min_ ### Shift work Build coverage around roles, skills, credentials, availability, contracted or target hours, preferences, and demand at a location or service. _Illustration: Skedulo roster builder for Southbank Clinic, Ward B, Sat 1 to Fri 7 Mar: three shift template cards - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day mini roster. The week builds from the templates day by day for Carol Ng and Kevin Maszaros, and the open lane's Sunday afternoon Registered Nurse cell sits dashed. Under it the cell's two paths: Allocate, Bridget Hanley with Available, Qualified and Award OK ticked, and Offer, Targeted 4 eligible, respond in 12 h, first to accept. Allocate fires: the cell goes solid with her initials and the panel reads Allocated_ ### Hybrid operations Review shifts, visits, activities, and travel against shared worker availability to identify potential conflicts across assignments. _Illustration: A slice of the Skedulo dispatch board - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's belt check runs past its end, her 2:00 PM water changeover gets the rose overlap band, and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM; both lanes' stop lines re-sequence and a notice says the customer was sent the new window. Then Bridget Hanley calls out, her lane is tagged Unavailable and hatched from 1:30 PM, and her one remaining job moves up onto Aaron Feldman the same way. Every other card stays where it is._ _Tempo_ ## Review staffing options with Tempo. Ask Tempo about staffing requirements, compare allocation options and review changes with your team. The records and actions available depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Credential nearing expiry Check assignments that require the qualification and arrange renewal follow-up or replacement coverage. _Illustration: Skedulo Tempo working an expiring certificate from its issue: a new issue arrives on a blank screen - Gloria Benitez's Advanced Life Support certificate expires Fri 28 Mar - and becomes the task's header. With the context panel still closed, Tempo gathers context; then the panel opens with her credential - its days left, holder and how to reach her - and the four nights in charge it would cost her. Once the scheduler starts its plan, Tempo reminds her to renew by app message and email and watches two weeks for her new certificate, ready to alert the scheduler and remind her again_ ### Crew member unavailable Compare available workers with the missing crew role and prepare replacement options. _Illustration: Skedulo Tempo working a call-out beside the dispatcher: Doug Lindqvist is unavailable from 1:30 PM and JOB-4841, a thermostat and damper check, has no one on it. Tempo reads the absence, the job and who can cover, asks whether Dana Whitfield can take a later arrival, and puts forward reassigning JOB-4841 to Gloria Benitez, HVAC certified and 0.8 mi away, arriving 3:45 - 4:15 PM, its Context panel holding the absence, the job and the plan. Once accepted it checks her route, reassigns the job, texts Dana and closes with a session summary_ ### Coverage falling short Compare the demand for a skill or region with the available qualified hours. _Illustration: Skedulo Tempo working a demand spike beside the scheduler: Ward B's census forecast for Mon 3 afternoon rose from 24 to 30 patients, so at 1 nurse to 4 patients it needs 8 RNs and 6 are rostered. Tempo reads the forecast, applies the ratio, finds the best-fit RNs and compares staff with agency cost, asks whether to offer both shifts now, and puts forward two offers, Targeted - 3 eligible. Once accepted it sends them, Carol Ng and Gloria Benitez accept, and a session summary closes it_ ### Workload out of balance Review recorded hours, travel, and assigned work across the team to identify uneven loads. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue lands on a blank screen and becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap, keeping the four jobs on its list_ _How it runs_ ## Workforce records that inform every assignment. _[ 01 ]_ ### Worker & resource profiles Record worker identity, skills, credentials, availability, and team membership. Model schedulable equipment separately with the attributes it needs. _Illustration: A deck of three Skedulo worker records, one shown at a time and each lifted away like a card to reveal the next: Brooke Feeney, a home-services on-call technician, open on Exceptions, where her expired working-at-heights ticket is shown with the two jobs this week that need it and a Reassign action; Carol Ng, a registered nurse in home health, open on Availability, a week of capacity bars with Friday on leave; and Curtis Mensah, a senior solar technician, open on Skills & Attributes, his skill tags and three qualifications with their standing_ _[ 02 ]_ ### Working time & capacity Account for working patterns, unavailability, and existing assignments when estimating remaining capacity. _Illustration: Skedulo card for the Workday integration: the Workday logo, Connected, 3 data flows. The 6:00 AM sync brings Gloria Benitez's time off for Fri 22 Aug from Workday and she shows unavailable in Skedulo, approved: 6 synced in 2.7 seconds. Then the hours go back: her approved Wednesday, 7.25 hours, reaches Workday time tracking in real time at 8:30 AM._ _[ 03 ]_ ### Eligibility & matching Compare recorded worker details with assignment requirements using configured matching rules. _Illustration: Skedulo Tempo comparing cover for JOB-4841 at 1:28 PM. The affected work: a thermostat and damper check for Dana Whitfield, 2:30 - 3:30 PM, window 2:00 - 5:00 PM, uncovered since Doug Lindqvist called out at 1:26 PM. Below, Compare options, 3 technicians checked: Reassign to Gloria Benitez, free from 3:30 PM, or Wait for Aaron Feldman, free after 5:00 PM, over their impact - Dana's window kept or missed, 6 or 22 minutes of travel, HVAC II both, 6 or 7.5 of 8 hours. Gloria's option turns Recommended_ _[ 04 ]_ ### Resource allocation Assign individuals, teams, crews, or schedulable assets against the requirement. _Illustration: Skedulo crew card for job #4809, Dispatched: the team CO-JT03, Jointer, dispatched to it, Aaron Feldman as crew leader, dispatched, and two more crew members under Members_ _[ 05 ]_ ### Changes & replacements When availability changes, review affected assignments and compare eligible replacements, including the impact on their existing work. _Illustration: Skedulo Tempo carrying out an approved plan at 1:31 PM: Reassign JOB-4841 to Gloria Benitez, arriving 3:45 - 4:15 PM, approved by Mark Doherty at 1:30 PM. Four steps tick through the tools they use: reassigned on the live schedule, sent to Gloria's mobile app and accepted, a text message to Dana Whitfield with the new window, its words shown, and Doug's afternoon released in availability. Then: Covered JOB-4841 with Gloria Benitez. No other job moved. 4m 12s_ _[ 06 ]_ ### Planned vs. actual work Compare planned against actual time and use the pattern to improve the next schedule. _Illustration: Skedulo Tempo looking ahead at 4:30 PM to next week, 18 - 22 Aug: Next week looks steady until Friday. Coverage lands a day at a time - Monday 100%, Tuesday 96%, Wednesday 100%, Thursday 98% - then Friday at 78%, flagged 2 short. Three things to plan for: Friday 22 Aug is 2 technicians short, Bridget Hanley and Hoa Pham on leave, Plan cover; refrigerant handling expires Tue 19 Aug for Doug Lindqvist, Book renewal; 4 jobs waiting for allocation, the first JOB-4419 on Mon 18 Aug, Allocate_ _Workforce Readiness_ ## Qualified for the work. Available for the assignment. Both matter when allocating a job or shift. Compare recorded qualifications and availability with assignment requirements, and flag missing or expired information for review. ### Assignment eligibility Compare recorded skills, credentials, and availability with the requirements of the work. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with an amber exception: Skills mismatch - Aaron lacks Rooftop HVAC install, a required skill - and the three people on the job along its foot_ ### Qualification gaps Flag missing or expired qualification information and other gaps for review. _Illustration: Skedulo shift requirements for Kevin Maszaros, Support Worker, 24h of 30h this week: Support Worker registration and First Aid certificate ticked, and Police check left open - renewal due before this shift_ ### Current work records Record time, completion, and exceptions so coordinators can review the result. _Illustration: Skedulo mobile job completion page on an iPhone for a quarterly site inspection, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and site contact Helen Pryor's signature lands. Complete job turns from grey to green, is pressed, and becomes a green notice: the job was completed at 5:21pm_ _Resource Profile & Capacity_ ## Workforce capacity, with the detail behind it. An available hour only helps if the worker has the required skills. Review roles, qualifications, team membership and existing assignments when assessing capacity. - Worker identity, role, manager, and team - Recorded skills, qualifications, and expiry dates - Work locations, territories, and crew membership - Working patterns, availability, and time off - Available hours compared with scheduled work _Illustration: Skedulo shift scheduling worker matching panel: an open Registered Nurse shift on Tue 4 Mar, 2pm to 10pm, Ward B, as a dashed draft card with an empty assignee slot, and under it the clinic's four nurses - Doug Lindqvist, Bridget Hanley, Gloria Benitez, Carol Ng - each with hours booked and four checks: Available, Skills, Qualifications, Agreement. Ticks and crosses resolve left to right with a reason - an Enrolled Nurse, 8h rest after a night, already on the morning - Carol passes all four and rises to the top, Allocate is pressed, the card turns solid with her avatar and she is notified_ _Match & Schedule the Right Unit_ ## Individuals, crews and equipment in the same plan. Define the required roles, skills, duration, and location. Use configured matching rules to compare suitable people, crews, or equipment, with review where the assignment requires it. - Required roles, skills, duration, and location - Configured eligibility and matching criteria - Individual, crew, and equipment assignments - Manager review for exceptions and consequential changes _Illustration: Skedulo job card for a rooftop package unit install in the North region, with four skill tags, the site's building-clearance requirement, two empty slots for a team lead and a team member, and seven technicians along the foot. The Balanced Utilization recipe runs and finds 2 of 7 who match every requirement: the other five fade back, Aaron Feldman and Andre Bassett are ringed, and they fill the two slots_ _Mobile & Worker Participation_ ## Availability and offers, managed by workers. Workers can review assignments, submit availability and respond to eligible offers through Mobile or web. Request and approval steps are configured for their role. - See a current view of shifts, jobs, appointments, activities, and changes - Submit unavailability or other schedule inputs directly - Respond to eligible work offers - Get updates, broadcasts, and work-specific messages in context - Log time, travel, completion, and exceptions from the field or the floor _Illustration: Skedulo mobile Availability tab on an iPhone: the month of August with a training day already booked off in green, working hours Monday to Friday, and the unavailability list. The worker taps +, picks Wednesday 27 to Friday 29 on the month, chooses Annual leave, types a note for the approver and submits for approval. The request lands on the list as Pending, its three days amber on the month; then the days and the tag turn green - Approved by Wade Brennan - and a green confirmation says the schedule is updated_ _Completion_ ## Actual work, compared with the plan. Recorded job durations and travel show where the plan differed from the day. Review those differences and use them to inform future schedules. **Keep the planned assignment, recorded time, explanations, and review decisions together. Use those records to inform future schedules.** ### Time differences Where work, travel, activities, or shifts differed from the plan. ### Exception review Route time or attendance differences to the appropriate reviewer with relevant assignment information. ### Approved records Send approved information to connected systems according to the integration. ### Planning assumptions Actual duration, travel, and exception patterns inform the next schedule. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, standing on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313. The KPIs rise in and the columns grow; one more job completes and the last column ticks from 312 to 313_ _Systems_ ## Connect workforce records with your existing systems. Use integrations and APIs to bring relevant worker and job information into Skedulo, and share schedules, approved time, and work outcomes with connected business systems. ### HRIS and identity Worker identity, employment status, role, manager, and lifecycle changes. ### Learning and credentials Course, certification, license, or qualification data that affects eligibility. ### CRM and service Customer, case, work order, and service requirements tied to the assignment. ### Payroll and finance Approved actuals, time, cost, and billing context. ### BI and data Workforce, schedule, execution, and outcome data combined for analysis. _Illustration: Skedulo mobile Summary on an iPhone for Kevin at 1:52: today's 2pm - 10pm shift starting in 8 minutes, an AI schedule summary, his next three shifts at Southbank Clinic, and his upcoming leave - annual leave and a public holiday - with Summary, Schedule, Availability, Notifications and More along the foot_ _Analytics_ ## See where workforce capacity and demand differ. ### Coverage Filled, open, at-risk, and overstaffed demand by location, role, or skill. _Illustration: Analytics tile: 98% of Ward B's required shifts covered this week, up 2 points, with Tuesday drawn hour by hour across the tile from 6am to 6am, marked at the 2pm and 10pm shift changes - the staff needed as a smooth dashed curve over the staff rostered as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills and the step rises over the amber, leaving a sliver short after the 10pm handover_ ### Utilization and usable capacity Booked or productive time against available and qualified hours. _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a long bar per region across the tile on its available hours - North 84%, Central 79%, South 83%, West 80% - and West's bar filling from 76% as the week goes on_ ### Skills and credential gaps Shortages, expiring qualifications, and demand that repeatedly goes unfilled across roles and regions. _Illustration: Analytics tile: 92% of the week's 24 open shifts filled, up 6 points, as a donut - 14 filled by targeted offers in blue, 8 by broadcast in purple, 2 still open in grey - with the median time to fill, 1h 40m, in the middle, and one more open shift filling by broadcast_ ### Workload distribution Compare recorded assignments, hours, and travel across the team to spot where the load isn't even. _Illustration: Analytics tile: 2,412 hours worked this week across Southbank Clinic's three wards, up 4%, as three lines over twelve weeks - Ward A in blue and Ward B in purple climbing to 820 and 800 hours, Ward C in green holding near 790 - this week's points landing_ ### Exceptions and recovery Volume, age, cause, and resolution of callouts, eligibility failures, and schedule changes. _Illustration: Analytics tile: 96% of the week's 412 award checks passed under the Nurses Award, up 1 point - one bar in three tones with the counts under it: 396 pass in green, 12 warn in amber, 4 block in rose - one more check passing_ ## HealthStrong doubled scheduling efficiency for several hundred practitioners. - **Before** - Manual scheduling via Microsoft Access and multiple spreadsheets. - Schedulers relying on memory to match qualifications and language skills. - **With Skedulo** - Practitioners matched by qualification, gender, and language across the mobile app. - Appointment confirmations and required documents sent automatically. - **Outcome** - Time to schedule appointments cut in half. - A four-person team now manages 1,200+ appointments a week, a 30% increase. > With Skedulo, we have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage. > > — Chris Kalavas, Salesforce Development Lead, HealthStrong - **50%** — less time to schedule appointments, with a four-person team now managing 1,200+ appointments a week, a 30% increase [Read Story](https://www.skedulo.com/customers/healthstrong/) _Explore further_ ## Explore tools for workforce planning and delivery. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) ### Roles - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [What is mobile workforce management?](https://www.skedulo.com/learn/mwm-overview/) - [An introduction to workforce management](https://www.skedulo.com/blog/learn-about-workforce-management/) ## Frequently Asked Questions ### What is field workforce management? Field workforce management matches the people who do work away from a desk to the work itself. It uses their skills, credentials, availability and location, and the work's requirements. It covers planning shifts and visits, assigning people, crews and equipment, recovering when plans change, and using recorded time to improve the next schedule. ### How does field workforce management affect dispatch, workers, compliance and HR? Schedulers use recorded skills and availability to allocate work. Workers can share availability, respond to offers, and see assignments on Mobile. Your team maintains the qualification and policy requirements, while configured integrations exchange relevant information with HR and payroll systems. ### Why does credential tracking matter in healthcare workforce management? A visit may require a particular qualification or skill. Keep those requirements and the worker's recorded credentials available during allocation, and review missing or expired information before confirming the assignment. Your organization remains responsible for verifying professional eligibility. ### Can workers update their own availability? Yes. Workers can submit availability or unavailability, respond to eligible work offers, and see their shifts, jobs and appointments on mobile or web. The exact request and approval steps depend on how your organization configures them. ### Does Skedulo replace an HRIS or payroll system? Skedulo focuses on planning and coordinating frontline work. It can exchange relevant workforce, schedule, and approved-time information with your HRIS, payroll, and other systems through integrations. ### How is Skedulo different from an HR-led workforce management suite? Skedulo connects workforce information to the jobs, shifts, crews, and travel your operation needs to plan. Our Pulse Platform lets you add fields, related records, workflows, and more while integrating with the HR and payroll systems you already use. ## Let's look at your workforce requirements. Talk through the skills, locations and working patterns you need to plan around. We'll show you how those details shape allocation in Skedulo. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/industries/energy-solar/" type: "page" title: "Scheduling Software for Utilities, Energy & Solar | Skedulo" description: "Scheduling software for utilities, solar and storage: match install, O&M and inspection crews to certifications and site readiness, and record work on mobile." --- # Crew scheduling for energy, solar and storage. Schedule utility, solar and storage work around crew skills, site access and recorded readiness. Mobile forms capture installation, maintenance and commissioning results for review. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Two installers seating a module onto tracker racking, rows converging](https://assets.skedulo.com/uploads/hub-heroes/hub-energy-solar-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Tempo_ ## Work through the crew schedule with Tempo. Ask Tempo about the crew schedule, review site delays and prepare follow-up with coordinators. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a permit delay from its issue: the city permit for JOB-4809, a 22-panel rooftop install, is still pending 36 minutes before the crew starts. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the permit portal, the ready installs and the crew's skills, and the context panel opens on the install on hold and the time to the crew's start. Tempo picks JOB-4957, a 10-panel install with its permit issued and panels on site; once the dispatcher starts the plan it moves JOB-4809 to Thursday, sends Bridget Hanley's crew and texts both homeowners_ _Why this is hard_ ## A scheduled visit isn't always a ready site. A crew can be booked while a permit, delivery or site check is still outstanding. Planners need those requirements in view before dispatch. ### Install dates depend on site readiness A missing permit, a late material delivery, or an incomplete site check can hold up the crew’s next visit. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues holding the crews' next visits, each with who has it and its time to act: the permit still pending for JOB-4809, the 22-panel install, with You, 36m; the battery delivery late for JOB-4807, with Tempo, 1h 4m; the site survey not finished for JOB-4844, with Jen Alvarez, 2h 40m._ ### Jobs compete for qualified crews Installations, maintenance, and inspections compete for available crew time and specialist skills. _Illustration: Skedulo Tempo on a soft blue card. The dispatcher has asked, Hey Tempo, who can take Thursday's 22-panel install, and Tempo answers: Curtis is booked until 3:00 PM; Aaron also holds working at heights and is free from 8:00 AM. A slim strip under the answer shows Curtis's three jobs across his Thursday, and the message box waits for a follow-up._ ### Crews arrive before sites are ready Missing access details or unfinished site work can turn a scheduled visit into a return trip. _Illustration: A Skedulo mobile service form card for a solar visit: Follow-up needed switches on and a dashed section opens - the reason, Roof access not ready, and a return window, Fri 15 Aug, 8:00 - 10:00 AM - then the site owner, Helen Pryor, signs at 3:24 PM._ ### Failed checks need follow-up Corrective work stalls when nobody owns the next step, sets a deadline, or schedules the return visit to close it out. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871_ ### Commissioning status is hard to track Scattered inspection results and completion records make it difficult to see which assets are ready to go online. _Illustration: A Skedulo mobile commissioning handover card: Inverter commissioned and Monitoring online are ticked done, Export test is marked Open in amber, and a dashed section asks for its status, Scheduled, its impact, Not exporting, and who is responsible for the next step, Curtis Mensah._ _How it runs_ ## Site preparation, field work and commissioning. _[ 01 ]_ ### Installation & service demand Bring installation, maintenance, inspection, and commissioning jobs into Skedulo from connected business systems. _Illustration: A Skedulo panel on a hatched ground: Salesforce work order 00012345, an annual system inspection for Sunline Energy Co-op at 2900 Larimer St, Denver - work type Inspection, priority Medium, starting Wed 13 Aug at 4:00 PM for 2 hours in Denver Metro, Helen Pryor the contact. Its fields land as it is recorded and the real-time event sends it to Skedulo: Received by Skedulo._ _[ 02 ]_ ### Site readiness Check permit status, materials, site access, and crew qualifications when planning the visit. _Illustration: A Skedulo panel on a hatched ground: JOB-4803, the annual system inspection, created from Salesforce work order 00012345 in real time. Each field lands marked from Salesforce - the customer Sunline Energy Co-op, Helen Pryor, 2900 Larimer St, Inspection, Wed 13 Aug at 4:00 PM - with the visit's readiness: the permit Approved and roof access, a key at reception. The job waits, Pending allocation._ _[ 03 ]_ ### Crew allocation Match the work to available crews by skills, certifications, and location. _Illustration: A Skedulo job panel for JOB-4821, the inverter replacement on unit 2, open on its crew: 3 allocated against the crew the job requires - Aaron Feldman, team leader, confirmed, and Gloria Benitez, dispatched, each with safety training complete, and Andre Bassett, confirmed, his safety training not completed - with the job's details and tasks folded below._ _[ 04 ]_ ### Work on site Give crews site details and safety instructions, with mobile forms to capture photos, readings, and completed checks. _Illustration: Skedulo web Form Builder, Build tab, for the Site checklist job form, version 3, in Draft: page 2 of 5, Hazards and PPE, lists its components - Hazards identified, Hazards recorded, PPE, and Permit to work selected - with Permit number, Permit expiry and Permit photo indented under the rule Shown when Permit to work is Yes. Beside it, the builder's preview: an iPhone showing the same page in the mobile app, scrolled to the Permit to work switch on and the permit number and expiry fields it reveals_ _[ 05 ]_ ### Delays & corrective work Adjust affected jobs when weather or access changes, and assign corrective work after failed inspections. _Illustration: A slice of the Skedulo dispatch board for solar work - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's meter swap runs past its end, her 2:00 PM inverter swap, JOB-4821, gets the rose overlap band - Gloria can't reach it by 2:00 PM - and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM, and Helen Pryor is sent her new window. Then Bridget Hanley calls out, her lane is tagged Unavailable from 1:30 PM, and her one remaining job, the limiter retrofit, moves onto Aaron Feldman the same way._ _[ 06 ]_ ### Completion records Share completed work, commissioning evidence, and approved time with connected asset and finance systems. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _The segments_ ## Energy and solar, by operation. ### Residential Solar Installation Coordinate permits, site readiness, and crews for each home installation. - Confirm permits, site readiness, and materials before dispatch. - Match crews by skill, certification, and location. - Capture inspection and closeout evidence on mobile. [Explore](https://www.skedulo.com/industries/energy-solar/residential-solar-installation/) ### Commercial & Utility-Scale Solar Coordinate crews and specialist work across project phases and sites. - Coordinate crews across project phases. - Track safety checks and punch lists by site. - See progress and outstanding work across sites. [Explore](https://www.skedulo.com/industries/energy-solar/commercial-utility-scale-solar/) ### Energy Storage & EV Charging Schedule qualified teams for installation and commissioning work. - Match qualified specialists to installation and commissioning work. - Confirm site access and safety requirements. - Capture commissioning checks and completion records on mobile. [Explore](https://www.skedulo.com/industries/energy-solar/energy-storage-ev-charging/) ### Field Service, O&M & Inspections Plan maintenance and inspections alongside urgent asset repairs. - Assign qualified technicians to maintenance and repair jobs. - Prioritize urgent repairs alongside scheduled work. - Track inspection findings and follow-up by asset. [Explore](https://www.skedulo.com/industries/energy-solar/field-service-om-inspections/) _Pulse Platform_ ## Build your energy operation on our Pulse Platform. Build the processes around the crew schedule, from site-readiness reviews to commissioning follow-up. Our Pulse Platform lets you extend records and create applications for the work your operation needs. ### System of record Add fields or objects for permits, site phases, equipment, and more, linked to the work and people records already in Skedulo. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route a readiness review to its owner, notify the planner of the outcome, and assign follow-up through configured workflows. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your energy and solar operation to CRM, project, permitting, EAM/CMMS, and ERP systems. Use integrations and APIs to bring project and asset data into Skedulo and share readiness, completed work, and closeout updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create a readiness review for planners and a site checklist for crews, connected to the same work records. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Link crew assignments to sites and related asset records so applications and agents can use the same operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Site readiness and crew progress in view. Review outstanding requirements before dispatch and track work across sites. Inspection findings can feed into configured workflows for corrective assignments and review. - **Readiness before dispatch** — Check permits, materials, site access, and crew qualifications before dispatch. - **Assigned corrective work** — Assign an owner and schedule follow-up for failed checks and outstanding work. - **Progress across sites** — See site status, crew progress, completion evidence, and blockers across your projects. - **Qualified crew capacity** — Match jobs that are ready to proceed with available, qualified crews. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, standing on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313. The KPIs rise in and the columns grow; one more job completes and the last column ticks from 312 to 313_ _Mobile Frontline_ ## Site instructions and commissioning records on Mobile. Crews can review site details and instructions before they arrive, then capture completed checks, photos, readings, and any required signatures on site. _Illustration: Skedulo mobile on an iPhone, a pre-work site audit filled in on site: completed at 2900 Larimer St, Denver, the device's fix pinned on the map with its coordinates and Recapture, conditions set to Windy, and the hazards on this site ticked - working at height and live circuits first - with a risk matrix, controls photographed and Start work further down the form_ ## See how ADT Solar scaled appointment scheduling. - **Before** - Manual scheduling across spreadsheets, emails, calls. - Reps limited to about 3 appointments a day. - **With Skedulo** - Automated, optimized scheduling by tier and skill. - Reps can adjust schedules live from the field. - **Outcome** - Average daily appointments doubled, from 3 to 6. - Booked appointments grew more than 1,000%. > With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day.… Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. > > — Kat Carroll, Program Manager, ADT Solar - **1000%+** — growth in booked appointments, even through the pandemic [Read Story](https://www.skedulo.com/customers/adt-solar/) _Explore further_ ## Explore more ways to support your energy operation. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ### Roles - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) ### Guides & Articles - [Scheduling for construction and trades](https://www.skedulo.com/learn/construction-trades-scheduling/) - [Field service in solar sales](https://www.skedulo.com/blog/solar-sales-field-service/) ## Frequently Asked Questions ### What is mobile workforce management software for utilities? It's software that schedules, dispatches and tracks field crews and contractors doing installation, maintenance, inspection and emergency repair work, and connects that work to asset, customer and mapping systems. Skedulo matches workers to utility and energy jobs by skills, certifications, location and availability, and gives crews mobile forms in an offline-first app, where actions documented to work offline sync when the connection returns. ### Can Skedulo schedule installation crews and specialist contractors? Yes. Installation, maintenance and inspection work can be scheduled around crew availability, skills, certifications and location, for employees and contractors alike. For jobs that need more than one worker, schedulers coordinate the required roles and availability, so specialists and installers are booked together where the job needs both. ### Can teams confirm site readiness before dispatch? Yes. Permit status, material readiness, site access and required credentials can be tracked in fields on the job, so schedulers see what's outstanding before sending a crew. Teams can also set up automations to flag a gap ahead of the visit date. ### Can field teams complete safety, inspection, and commissioning forms on mobile? Yes. Crews capture photos, readings, checks and required signatures in mobile forms. A form can be required before a job is marked complete, so a commissioning visit can't close without its checklist. ### Does Skedulo replace our CRM or solar project system? Skedulo can work alongside your CRM, project, and asset systems. Agree which system owns each record, then configure the exchange of readiness details, assignments, and completion results. ### How does Skedulo work alongside project and asset systems? Use Skedulo to allocate crews, plan travel, and record field work while your project or asset system manages its part of the process. Our Pulse Platform also lets you build the reviews and follow-up those assignments require. ## See Skedulo for energy and solar operations. Explore crew scheduling, site-readiness workflows and Mobile using the installation or service work your team manages. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/industries/hospitality/" type: "page" title: "Frontline Workforce Scheduling for Hospitality | Skedulo" description: "Plan shifts across housekeeping, maintenance, events and food service, fill open shifts on mobile, and assign the day's tasks as priorities change." --- # Keep hospitality teams on the same schedule. Plan department coverage alongside room turnovers, repairs and event tasks. Offer open shifts to eligible staff and share assignments on Mobile as bookings and priorities change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Staff folding napkins into peaks along head table](https://assets.skedulo.com/uploads/hub-heroes/hub-hospitality-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Tempo_ ## Tempo, alongside your hospitality managers. Ask about coverage, review room and event tasks, or prepare a staffing change with Tempo. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a late checkout from its issue: the guest in corner suite 1412 has a 2:00 PM checkout, and the suite has a 3:00 PM arrival on a sold-out night. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the request, room attendant Hoa Pham's board and tonight's arrivals, and the context panel opens on the room and Hoa's day. Tempo re-sequences her board so her stayovers go first and 1412 is cleaned at 2:00 PM, texts the guest to confirm, and gives the front desk a 2:55 PM ready time._ _Why this is hard_ ## Room turns, repairs and events share the same staff. A late checkout holds up housekeeping. A staff absence leaves an event role uncovered. An urgent repair pulls maintenance away from planned work. ### Service deadlines overlap Room turnovers, event preparation, and repairs need attention at the same time. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues each with who has it and its time to act: Gloria Benitez running late to JOB-4821, with You, 36 minutes; Doug Lindqvist called out and JOB-4841 is uncovered, with Tempo, 1 hour 4 minutes; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2 hours 40 minutes_ ### Open roles need the right skills An available employee may not have the skills or training to cover the open role. _Illustration: Skedulo shift requirements card: Kevin Maszaros, Barista, 24h of 30h booked, checked against what the shift needs - his food safety certificate and responsible service of alcohol ticked, his First Aid certificate unticked, renewal due before this shift_ ### Room readiness spans departments A repair can delay housekeeping and then check-in. Managers need to know which work is outstanding before confirming that the room is ready. _Illustration: Skedulo current job card marked 26 min over: Job #4821 at 123 Birch St, today's window 2:00 - 3:30 PM, team member Gloria Benitez_ ### Task updates stay within departments Separate task lists make it hard to see whether another team has finished its part before the next one starts. _Illustration: Skedulo double-booking: one person's two shifts stacked in rose, each with an alert mark - the afternoon shift, 2pm - 10pm, over the morning shift, 6am - 2pm_ ### Managers have to chase updates Checking who’s available and what’s unfinished takes calls and messages across every department. _Illustration: A Skedulo message lifted from a thread: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up - can we shift the 2pm? Three replies under it, the last at 9:44 AM_ _How it runs_ ## Staffing and daily work, planned together. _[ 01 ]_ ### Bookings & service demand Use bookings, events, and service requirements to plan staffing and daily tasks. _Illustration: Skedulo demand forecast panel for the front of house at Harbourside, Sat 8 to Fri 14 Mar 2026: the drivers fed in - guest traffic, 2,800 a day from the door counters, deliveries booked, 6 a day, and a long weekend on Sat 8 as an event band at x1.2 staff - translated into 1 per 120 guests an hour, a minimum of 2 on the floor and trading hours 6am - 10pm, then the Team Member forecast as a range, a target line and planned bars. The long weekend applies: Saturday's target climbs above its bar and the foot reads required 20, planned 19, to fill 1, within the approved cap_ _[ 02 ]_ ### Department coverage Assign employees based on their skills and availability, taking their preferences and your workforce rules into account. _Illustration: Skedulo roster builder for the front of house at Harbourside, 1 - 7 Mar 2026: three shift templates - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day roster that builds day by day for Carol Ng, Team Member, and Kevin Maszaros, Barista, with a Team Member open shift on Sunday dashed in its own lane. Under it the open shift's two paths: Allocate, Bridget Hanley, Team Member, 24h of 40h, Available, Qualified and Hours OK ticked; and Offer, targeted to 4 eligible, first to accept. Allocate fires and the shift goes solid, Allocated_ _[ 03 ]_ ### Mobile schedules & offers Employees can check shifts and changes on Mobile, respond to eligible offers and request swaps through your approval process. _Illustration: Skedulo mobile Availability tab on an iPhone on a hatched ground, the phone cut off at the bottom: the August calendar shows Training on Thursday 21 and annual leave on Wednesday 27 to Friday 29 in green. Friday 15 is tapped and a sheet rises: unavailable in the afternoon, 12:00 to 4:30 PM, for an appointment. Send turns the day amber, the page scrolls to working hours, Monday to Friday 8:00 AM to 4:30 PM, and the unavailability list, where the change waits PENDING, sent to Wade Brennan, then turns green, APPROVED by Wade Brennan_ _[ 04 ]_ ### Room, event & service tasks Prioritize room turnovers, repairs, event preparation, and guest requests around service deadlines. _Illustration: Skedulo job panel for the service desk afternoon block, Wed 13 Aug, 2:00 - 3:30 PM, its team member en route: the job's tasks as a checklist - Isolate and tag supply and Swap faulty unit ticked, Test and record readings next and Guest sign-off last - over folded Details and Resources_ _[ 05 ]_ ### Absences & changing priorities Review available staff and outstanding tasks when someone calls out or demand changes. _Illustration: The same question asked once in the Skedulo #on-call channel, one thread card on a pale blue ground with the channel's 12 members: Doug Lindqvist at 7:52 AM, I can't make Saturday's standby, 7 AM - 3 PM, can anyone cover? Under 3 replies: Brooke Feeney, I can take it; Aaron Feldman, I'm free too, if Brooke can't; and Mark Doherty at 8:12 AM, Brooke covers Saturday, 7 AM - 3 PM, marked with a green Schedule updated. A Write a reply box closes the card_ _[ 06 ]_ ### Time & task records Send recorded hours and task completion data to connected payroll and property systems. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run in ADP Workforce Now, 42 synced in 3.4 seconds. Then the completed work goes to Finance as invoice lines ready to bill_ _The segments_ ## Hospitality, by service team. ### Hotels & Resorts Coordinate housekeeping, maintenance, and guest services around arrivals and departures. - Prioritize room turnovers around arrivals and departures. - Assign guest requests to available staff. - Coordinate repairs with housekeeping tasks. [Explore](https://www.skedulo.com/industries/hospitality/hotels-resorts/) ### Food Service & Catering Plan service roles and preparation tasks around bookings and events. - Adjust service assignments as bookings change. - Track preparation tasks and checklists by event. - Offer open shifts to eligible staff. [Explore](https://www.skedulo.com/industries/hospitality/food-service-catering/) ### Events & Venue Staffing Schedule staff for each event role, work area, and service period. - Match staff to role requirements and credentials. - Track who’s arrived and which roles are still unfilled. - Update assignments as event needs change. [Explore](https://www.skedulo.com/industries/hospitality/events-venue-staffing/) ### Housekeeping, Maintenance & Guest Services Assign room turnovers, repairs, and guest requests to the teams equipped to handle them. - Assign tasks by team, skills, and availability. - Escalate requests with the room, issue and responsible team recorded. - Record completed checks, photos, and task updates on mobile. [Explore](https://www.skedulo.com/industries/hospitality/housekeeping-maintenance-guest-services/) _Pulse Platform_ ## Build the workflows behind your hospitality service. Connect property records, staffing and service tasks on our Pulse Platform. Build workflows for room readiness, guest requests and more, with integrations to your property and workforce systems. ### System of record Extend work and people records with fields or objects for properties, spaces, events, and more. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation A configured workflow can use a completed maintenance task to notify housekeeping and assign the room-preparation work. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your hospitality operation to PMS, event, HRIS, payroll, and maintenance systems. Use integrations and APIs to bring guest and workforce data into Skedulo and share coverage, completed work, and property updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create a supervisor view of outstanding room tasks and mobile forms for the staff completing them. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent staff, shifts, property tasks, and their relationships in the same operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Department coverage without separate plans. Plan staffing around recurring needs and employee availability, then offer open shifts to people who meet the role requirements. - **Recurring staffing patterns** — Build schedules around recurring staffing needs, role requirements, and employee availability. - **Eligible shift offers** — Send open shifts to eligible employees and let them respond on mobile. - **Shared schedule updates** — Share schedule changes, task priorities, and instructions with the people affected. - **Coverage before reassignment** — Review coverage gaps and outstanding tasks before changing assignments. _Illustration: Skedulo Apply roster template dialog: the two-week template picked, start date 1 Mar 2026 and end date 28 Mar 2026, and the summary of what it builds - applied to 1 - 28 Mar 2026, 56 shifts, 19 employees, 800 hours - with Cancel and Apply_ _Mobile Frontline_ ## Shifts, room tasks and service requests on Mobile. Employees can check locations and instructions, complete checklists and report task progress from Mobile. Managers receive updates while the work is happening. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: the task Water changeover service, unit 2, a maintenance job in progress, Wed 13 Aug, 2:00 - 3:30 PM at 1160 Pioneer Way, opening on a map of the site, with its forms and steps - isolate and tag supply and swap faulty unit done, test and record readings in progress, guest sign-off still to come. The service report slides in on step 2 of 3, Tests and readings: pressure test, flow rate, strainer and isolation valves ticked in turn, and the supply water temperature recorded at 44 F, in range_ ## How customers put Skedulo to work. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Explore further_ ## Explore more ways to support your hospitality teams. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Use Cases - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Managing changes to frontline schedules](https://www.skedulo.com/learn/scheduling-trends/) - [Creating effective employee schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) ## Frequently Asked Questions ### What is frontline workforce software for hospitality? Frontline workforce software for hospitality schedules the staff who serve guests, across housekeeping, maintenance, food service, events and guest services. It covers building schedules, filling open shifts and sending staff their tasks on mobile. Some tools also track the tasks themselves, such as room turns and repairs, so managers see whether the work got done. ### Can Skedulo schedule multiple hospitality departments? Yes. Managers plan shifts across housekeeping, maintenance, food service, events and guest services around each department's roles, skills, availability and service windows. Workforce rules and staff preferences are taken into account, and managers can see coverage gaps across departments before moving anyone. ### Can employees claim open shifts or manage availability on mobile? Yes. Employees share availability, respond to shift offers they're eligible for and request swaps on mobile. Your workforce rules and approval process decide who can take each shift, which cuts down on calls to fill a gap. ### Can managers coordinate both shifts and operational tasks? Yes. Managers plan shift coverage alongside room turnovers, repairs, event preparation and guest requests. Staff see their assignments and update status on mobile, so the next team knows when the room or space is ready. ### Is Skedulo the right fit for a single restaurant or hotel? Skedulo is worth considering when departments need shared staffing and task coordination, or when your workflows require more than a standard shift planner. That can apply within one complex property or across several venues. ### Can Skedulo integrate with HR, payroll, property management, and maintenance systems? Yes. Configure integrations to exchange the staff, hours, property, and task details your process needs. Scope the available connectors or API work for each system rather than assuming every connection is prebuilt. ## Let's look at your hospitality operation. Bring a department schedule or a service workflow you want to improve. We'll show you how staffing, tasks and Mobile can work together. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/industries/inspections-safety/" type: "page" title: "Inspector Scheduling for Safety & Compliance | Skedulo" description: "Complete more inspections and audits with your inspectors. Match each visit to credentials and route, capture evidence on mobile, and track corrective work." --- # Inspection programs, from scheduling to corrective work. Schedule qualified inspectors, capture findings and evidence on mobile, and track corrective work through to completion. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![EHS manager on tablet walk-through at loading dock](https://assets.skedulo.com/uploads/hub-heroes/hub-inspections-safety-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - American Red Cross - Tyrrells - Where Food Comes From - DHL - AWP Safety - Vision Australia _Tempo_ ## Tempo, alongside inspection coordinators. Ask Tempo about the inspection queue, review assignments and prepare follow-up. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an inspection due date from its issue: elevator car 2 at 2900 Larimer St loses its annual test to a tenant's move-in, four days before its certificate of operation expires. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the certificate, the licensed inspectors and the access notes, and the context panel opens on the time left and the car. Tempo picks Wen Zhao, licensed for elevators and free Thursday at 6:00 AM; once the dispatcher starts the plan it books her, confirms the contractor's mechanic and emails the building manager._ _Why this is hard_ ## Missed visits and open findings leave risks unresolved. Inspection requests compete for qualified inspectors. Scattered records and unclear ownership make follow-up harder to track. ### Planned and urgent visits compete Recurring inspections, permit requests, incidents, and complaints draw on the same inspector availability. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ ### Each visit needs the right qualifications Certifications, jurisdiction, and specialist skills determine who is qualified and available to take the assignment. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each inspector's day before adding one - and the rules a match must pass: licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ ### Evidence is hard to piece together Forms, photos, and findings stored separately take time to assemble, review, and turn into a usable report. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit._ ### Corrective work needs an owner Findings stay open when nobody is assigned to resolve them, given a deadline, and asked to confirm it’s done. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes._ ### Overdue work is hard to spot Separate schedules and reports make it difficult to see which visits and follow-ups need attention. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing._ _How it runs_ ## The inspection-program workflow. _[ 01 ]_ ### Programs & inspection requests Plan visits for recurring programs, permit requests, incidents, and complaints. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: status New, created Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly site inspection, Account Pioneer Health Systems, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Start date 2026-08-13T22:00:00Z, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Qualified inspector allocation Match visits to inspectors by credentials, jurisdiction, specialty, location, and availability. _Illustration: Skedulo scheduling for the quarterly site inspection JOB-4803, Wed 13 Aug, 4:00 - 6:00 PM. Needs: Confined space entry, 4:00 - 6:00 PM, Denver Metro. Who can do it: Gloria Benitez, best match, ticked for Confined space entry, free from 3:30 PM, 27 min away and in Denver Metro; Doug Lindqvist busy until 4:15 PM; Aaron Feldman busy until 4:30 PM. Assign Gloria is pressed: the button turns to Assigned and the job becomes Pending dispatch, assigned by Mark Doherty, Tue 12 Aug, 2:40 PM._ _[ 03 ]_ ### Routes & appointments Schedule visits around travel time, site access, and inspection priorities. _Illustration: Skedulo Mastermind results for the Balance work recipe across the Denver metro, 181 of 188 jobs scheduled, open on its Routes tab: the day's optimized routes drawn across a map of Denver, each in its person's colour with their photo on the route, the window cropped to the map on a hatched ground._ _[ 04 ]_ ### Findings & evidence Complete mobile forms and capture observations, photos, and any required signatures during the visit. _Illustration: Skedulo mobile app on an iPhone, the Quarterly site inspection, JOB-4803, Pioneer Health Systems, as Gloria Benitez records the visit: Status turns from On site to In progress, work started 4:09pm; Time on site counts up to 1h 11m since 4:05pm; Evidence holds the signed permit, and a photo of the AST-1152 isolator lands at 4:15pm; the Site checklist outcome reads Pass with Actions, 1 failed check: AST-1152; Submit checklist is pressed and a green note says Site checklist submitted 5:16pm._ _[ 05 ]_ ### Corrective assignments Assign corrective work from deficiencies and failed checks, with a responsible person, required action and due date. _Illustration: Skedulo completion checks on JOB-4803, run when the site checklist was submitted at 5:16 PM: Required steps answered 5 of 5, Photos attached 2, Permit recorded PTW-2026-0884 and sign-off by Helen Pryor tick green; Isolator can be locked off fails on AST-1152. An exception is routed by the Failed check follow-up workflow to Wade Brennan, Field Supervisor, at 5:17 PM - Awaiting approval, then Approved 5:18 PM - and JOB-4871, Replace isolator, AST-1152 is created. The foot reads Clear to complete JOB-4803._ _[ 06 ]_ ### Review & reporting Review findings and completion evidence, then share results with the people and connected systems that need them. _Illustration: Skedulo integration activity for JOB-4803, Complete, completed Wed 13 Aug, 5:21 PM, results going out in turn. To Salesforce, real time: work order 00012345 status Completed, Pass with Actions, Follow-up JOB-4871. To Finance, real time: completed work sent for invoicing, 2 materials, on site 1h 18m. To Workday, scheduled 6:00 PM: approved hours for Gloria Benitez, 1h 47m, travel 27 min. Each moves from Sending to Synced, then 3 of 3 delivered._ _The segments_ ## Inspections and safety, by program. ### Building, Property & Code Inspections Coordinate permit inspections, property visits, and follow-up work. - Match inspectors to visit requirements. - Share site details and required documentation before the visit. - Track inspection results and correction status by property. [Explore](https://www.skedulo.com/industries/inspections-safety/building-property-code-inspections/) ### Fire & Life Safety Inspections Schedule recurring inspections around due dates and required certifications. - Schedule qualified inspectors within inspection windows. - Record deficiencies and assign corrective work. - Keep inspection evidence and follow-up records together by site. [Explore](https://www.skedulo.com/industries/inspections-safety/fire-life-safety-inspections/) ### Environmental, Health & Safety Capture site observations and assign follow-up for hazards and failed checks. - Capture observations, photos, and findings on mobile. - Assign corrective actions with owners and due dates. - Track unresolved findings across sites. [Explore](https://www.skedulo.com/industries/inspections-safety/environmental-health-safety/) ### Compliance Audits & Risk Assessments Coordinate audit visits, supporting evidence, and remediation work. - Plan visits around audit scope, inspector availability, and site access. - Record evidence gaps and required follow-up. - Share findings and completion records with connected systems. [Explore](https://www.skedulo.com/industries/inspections-safety/compliance-audits-risk-assessments/) _Pulse Platform_ ## Build your inspection program on our Pulse Platform. Build inspection programs on our Pulse Platform, with scheduling, evidence review and corrective work using connected records. Integrate the permitting, case or asset systems your program relies on. ### System of record Extend work and people records with fields or objects for sites, inspection programs, findings, and more. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route a finding to the responsible reviewer, assign corrective work, and track the follow-up through a configured workflow. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your inspection and safety operation to permitting, case management, EHS, and asset systems. Use integrations and APIs to bring program and case data into Skedulo and share findings, completed work, and corrective-action updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create a review view for supervisors and mobile forms for inspectors, connected to the same visits and findings. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Link inspectors and their assignments to sites, findings, and follow-up in a shared operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Inspector capacity and open findings, in view. Plan assignments and routes around inspector requirements and site access. Track overdue inspections and corrective work alongside completed visits. - **Assignments & routes** — Plan assignments and routes together to reduce travel between visits. - **Required evidence** — Use mobile forms to prompt inspectors for the details and evidence each visit requires. - **Corrective-work ownership** — Assign corrective work with an owner and a due date. - **Overdue work & reviews** — Track overdue visits, unresolved findings, and work awaiting review across sites. _Illustration: Skedulo web app window on a hatched ground. An Analytics chart shows the North region's travel per job week by week: flat at 37 to 38 minutes for four weeks, then climbing to 46 in the week ending 13 Aug, up 23%. Below it, the Mastermind optimization recipe Improve routing and utilization: Minimize travel is dragged from Medium to High beside Keep promised windows and Balance workload. Then the next schedule lands: travel per job 39 minutes, down 15%, utilization 82%, up 4 points, and Apply lights._ _Mobile Frontline_ ## Keep inspection details and findings together. Inspectors can review site details, requirements, and checklists before they arrive, then capture findings, photos, and any required signatures on site. _Illustration: Skedulo mobile job details on an iPhone for JOB-4803, a quarterly site inspection: a map of the site with a pin on 1160 Pioneer Way, Denver, then In progress, Wednesday 13 August, 4:00 - 6:00pm, and the address. Under Forms, matched to the job's type and the inspector's team, the site checklist lands for inspection jobs with a Required tag - required before completion - then the toolbox talk record for all inspectors, optional._ ## How customers put Skedulo to work. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 2,600+ — Inspections per year > “Everyone can agree from our production team to finance to scheduling team that Skedulo has made their lives so much better...” > > — [Where Food Comes From](https://www.skedulo.com/customers/where-food-comes-from/) ### 90% — Reduced manual scheduling processes > “It was a very smooth and easy transition. With Skedulo, you hit dispatch on the job and that's it!” > > — [Tyrrells](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) _Explore further_ ## Explore more ways to support your inspection program. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Mobile workforce management best practices](https://www.skedulo.com/learn/mwm-best-practices/) - [Improving worker safety with mobile tools](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) ## Frequently Asked Questions ### What does inspector scheduling software do? It helps coordinators allocate inspectors, plan travel, and manage visit times. Skedulo connects those assignments to site details, mobile findings, and corrective work. ### Can Skedulo match inspectors by certification or jurisdiction? Yes. Each visit can carry required or preferred certifications, and scheduling matches it to inspectors who hold them, weighing jurisdiction, specialty, location and availability as well. If someone without a required certification is picked, the mismatch is flagged, and your team maintains the credential records the matching relies on. ### Which inspection and safety programs does Skedulo support? The Inspections & Safety pages cover four program types: building, property and code inspections; fire and life safety inspections; environmental, health and safety site checks; and compliance audits and risk assessments. Each one uses the same flow of request, qualified assignment, mobile evidence and corrective follow-up. The forms, rules and integrations are configured to fit each program. ### What happens after an inspector records a failed item? Teams can set up automations to turn a failed item into corrective work with an owner, a due date and a reinspection if one is needed, and Tempo can propose the follow-up visit for approval. The original photos, readings and notes stay attached so the person fixing it sees the evidence. The exact steps follow your inspection and review process. ### Is Skedulo more than an inspection form? Yes. Schedule inspectors by the requirements of the visit, record findings on mobile, and assign corrective work. Our Pulse Platform lets you build the review steps and connect the systems your program uses. ### Does Skedulo certify that our inspections meet regulatory requirements? No. Skedulo schedules the work, prompts for the evidence your forms require, and keeps findings and corrective work connected to the visit. Your program defines the standards, and your inspectors and reviewers decide whether a site complies. ## Bring your inspection workflow to the demo. Walk through inspector scheduling, Mobile forms and corrective-action workflows using the program your team manages. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) --- --- url: "https://www.skedulo.com/industries/manufacturing-light-industry/" type: "page" title: "Manufacturing Workforce Scheduling Software | Skedulo" description: "Staff production shifts by skill and certification, schedule maintenance and quality work in the same plan, and hand unfinished work to the next shift." --- # One schedule for every shift and critical task. Plan production shifts alongside maintenance and quality work. Assign people with the required skills, share instructions on mobile, and record work as it’s completed. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Production planner reviewing job queue on tablet on factory floor](https://assets.skedulo.com/uploads/hub-heroes/hub-manufacturing-light-industry-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - American Red Cross - Mainmark - DHL - Kaiser Permanente - AWP Safety - Vision Australia _Tempo_ ## Tempo, alongside plant supervisors. Review shift assignments, ask about outstanding maintenance and prepare staffing changes with Tempo. Available data, actions and approvals depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an equipment fault at Northgate Plant: Line 2's conveyor drive bearing seizes at 10:12 AM with 11 of 18 pallets still to run for the 4:00 PM truck. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the downtime alert, the maintenance technicians on shift and the drive's history, and the context panel opens on the line and the time to the truck. Tempo picks Marco Salazar, who can pause a lubrication round, over Kevin on Press 4's tool change; it sends Marco, moves Carol and Bridget to Line 3's changeover and reserves the bearing._ _Why this is hard_ ## A full shift can still be missing a critical skill. Headcount is only part of the plan. Each shift also needs the right skills for production, changeovers, quality checks, and work carried over from the previous team. ### A filled roster can hide a skills gap Enough people are scheduled, but a required operator qualification or task-specific skill is missing. _Illustration: A Skedulo shift drawer's Requirements, open: Kevin Maszaros, Fitter, 24h of 30h booked, on the shift, with Fitter trade certificate and First Aid certificate checked, and Forklift licence left unchecked - renewal due before this shift_ ### Changeovers need people and preparation Switching products takes setup work, checks, and people who know the next job. Those assignments need to line up with the changeover. _Illustration: Skedulo web messaging card for a group message titled Mark Doherty, Gloria Benitez, Odette Ferreira beside their three photos: Mark asks Gloria, Odette - all set for the Line 2 changeover at 2:40?, Odette answers Yes. Kevin has the change parts at the line., and Gloria replies Thanks - I'll start the clean when the run ends._ ### Essential tasks need time in the shift Quality checks, cleaning, and planned maintenance need qualified people and time alongside production work. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Filling one gap can create another Moving an employee to cover an absence can leave another line or task short of the skills it needs to run. _Illustration: A Skedulo cover request card for Line 2: Carol Ng cannot work Wed 5 (unavailable - family), her 6am - 2pm morning shift; under it two who can cover - Gloria Benitez with a green tick (available, rest 16h OK) and Doug Lindqvist with an amber warning (would hit 38h max) - the Manufacturing Award line checked, then Approve is pressed and the foot turns green: Confirmed, Carol notified_ ### Unfinished work crosses shifts The incoming team needs to know which checks, repairs, and follow-up tasks are still open, and who’s responsible. _Illustration: Skedulo mobile shift handover form card: Line 2 rounds at 9:30pm and the cell 3 guard sensor replaced are ticked done, Hydraulic oil low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ _How it runs_ ## Production staffing and supporting work. _[ 01 ]_ ### Roles & task requirements Identify production roles, changeovers, quality checks, cleaning, and maintenance tasks that need staffing. _Illustration: Skedulo demand forecast panel for Line 2 at Northgate Plant, Sat 8 to Fri 14 Mar: drivers fed in (Production orders 28 open, Pallets planned 64 a day, a Product trial on Sat 8 Mar as an event band x1.2 operators), translations as chips (1 operator per 4 machines, Minimum 2 per line, Operating hours 6am - 10pm), and the Line Operator forecast in hours as a pastel range, a target line and planned bars, every day met. The trial run applies: Saturday's target climbs above its bar, the gap fills in amber, and the foot ticks to Required 20, Planned 19, To fill 1, cost $64,020 of $68,000 within cap_ _[ 02 ]_ ### Skills & availability Check skills, qualifications, and availability for each role and task. _Illustration: Skedulo scheduling for JOB-4803, the quarterly line audit, Wed 13 Aug, 4:00 - 6:00 PM, Pending allocation. Needs: Lockout tagout, 4:00 - 6:00 PM, Denver Metro. Who can do it: Gloria Benitez, Senior Technician, best match, ticked for Lockout tagout, Free from 3:30 PM, 27 min away and Denver Metro; Doug Lindqvist busy until 4:15 PM; Aaron Feldman busy until 4:30 PM. The pointer presses Assign Gloria: the button turns to Assigned, her card takes the selection ring, the status becomes Pending dispatch, assigned by Mark Doherty, Tue 12 Aug, 2:40 PM._ _[ 03 ]_ ### Shifts & task allocation Account for production coverage and the time people need for setup, checks, and planned maintenance. _Illustration: Skedulo roster builder for Line 2 at Northgate Plant, Sat 1 to Fri 7 Mar: three shift template cards - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day mini roster. The week builds day by day for Carol Ng, Line Operator, and Kevin Maszaros, Fitter, and the open lane's Sunday afternoon Line Operator cell sits dashed. Under it two paths: Allocate, Bridget Hanley with Available, Qualified and Award OK ticked, and Offer, Targeted 4 eligible, respond in 12 h, first to accept. Allocate fires: the cell goes solid with her initials and the panel reads Allocated_ _[ 04 ]_ ### Mobile instructions Share task locations, instructions, and required checklists on mobile. _Illustration: Skedulo mobile job details on an iPhone in signal at 4:36: under the blue app bar, the quarterly line audit, JOB-4803, at Northgate Plant, the map of 1160 Pioneer Way, Denver, and the job in progress. Under Tasks, Test emergency lighting (done at 4:12 PM) and Tag out isolator AST-1152 (done at 4:24 PM) are ticked and each marked SYNCED in green, so the worker can see what went through; Replace fire door closer is still open_ _[ 05 ]_ ### Reassignment & coverage Check what an absence or reassignment leaves uncovered before moving people between lines or tasks. _Illustration: Skedulo roster change card headed Move Doug Lindqvist, Mon 3: his morning shift (6am - 2pm, dashed) moving to the afternoon (2pm - 10pm), an arrow between. Under it the impact, evaluated before confirming, in three blocks: Cost +$46, 2h overtime at 1.5x; Policy, min rest 10h is 16h, Pass in green, and max weekly 38h would be 40h, Warn in amber, the block turning amber; Approval routes to Jen Alvarez, Scheduling Manager. Then Cancel and a primary button that re-labels from Confirm to Request approval_ _[ 06 ]_ ### Work records & shift handover Capture hours, completed tasks, and unresolved issues so the next shift knows what needs attention. _Illustration: Skedulo mobile handover page on an iPhone for JOB-4803, the quarterly line audit at Northgate Plant, to Aaron Feldman: under Completed, the site checklist submitted and signed lands, then two open tasks with their owners: replace the isolator on AST-1152 (Aaron Feldman, JOB-4871, Friday 15 August) and close out the permit before it expires (Helen Pryor). A two-line handover note is typed - the isolator tagged out, the plant room key with Facilities - and Send handover becomes a green notice: sent at 5:24pm_ _The segments_ ## Manufacturing, by operation. ### Food & Beverage Manufacturing Plan production staffing alongside cleaning, sanitation, and quality checks. - Assign qualified staff to production and sanitation tasks. - Assign cleaning and quality checks at the required stages of production. - Record completed checks and outstanding issues on mobile. [Explore](https://www.skedulo.com/industries/manufacturing-light-industry/food-beverage-manufacturing/) ### Industrial & Equipment Manufacturing Match qualified operators and technicians to production roles and equipment work. - Match people to role and task qualifications. - Plan maintenance around production coverage and equipment access. - Share job instructions and record completed work. [Explore](https://www.skedulo.com/industries/manufacturing-light-industry/industrial-equipment-manufacturing/) ### Consumer Goods & Packaging Coordinate line staffing, changeover tasks, and quality checks as production requirements change. - Adjust staffing for the next product or packaging run. - Assign changeover preparation and quality checks. - Review the effect on other work before reassigning people. [Explore](https://www.skedulo.com/industries/manufacturing-light-industry/consumer-goods-packaging/) ### Plant Maintenance & Quality Operations Schedule maintenance and quality work alongside production commitments. - Schedule preventive maintenance and inspections. - Assign corrective work with owners and due dates. - Carry unresolved issues into the next shift’s handoff. [Explore](https://www.skedulo.com/industries/manufacturing-light-industry/plant-maintenance-quality-operations/) _Pulse Platform_ ## Build plant workforce processes on our Pulse Platform. Model your plant's roles, work areas, equipment and more on our Pulse Platform. Build applications and workflows for staffing, supporting tasks and shift reviews, connected to your production and maintenance systems. ### System of record Add fields or related objects for lines, work areas, equipment, qualifications, and more alongside work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route unfinished work to the next shift's supervisor and assign follow-up through a configured workflow. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your manufacturing operation to ERP, MES, CMMS, QMS, and payroll systems. Use integrations and APIs to bring production and asset data into Skedulo and share coverage, completed work, and quality updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create a supervisor view of skill coverage and mobile forms for task results. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent workers, shifts, task assignments, and related plant records in a shared operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Skills coverage beyond the headcount. Match people to production roles and supporting tasks, and see what a reassignment would leave uncovered before changing the plan. - **Role qualifications** — Plan staffing around the qualifications each production role and task requires. - **Time for supporting tasks** — Include changeovers, cleaning, maintenance, and quality checks when scheduling people. - **Reassignment impact** — Review available replacements and their existing commitments before moving someone. - **Open work across shifts** — Record completed work, unresolved issues, and follow-up assignments for the incoming team. _Illustration: Skedulo worker matching panel: an open Line Operator shift on Tue 4 Mar, 2pm to 10pm, Line 2 at Northgate Plant, as a dashed draft card with an empty assignee slot, and under it four candidates - Doug Lindqvist, Shift Supervisor, and Bridget Hanley, Gloria Benitez and Carol Ng, Line Operators - each with hours booked and four checks: Available, Skills, Qualifications, Agreement. Ticks and crosses resolve with a reason - no Line 2 operator sign-off, 8h rest after a night, already on the morning - Carol passes all four, Allocate is pressed and she is notified_ _Mobile Frontline_ ## Instructions and checklists on the plant floor. Workers can access assignment instructions, record checks and report issues in Mobile. Supervisors can review the results and arrange follow-up. _Illustration: Skedulo mobile app on an iPhone, the blue app bar on every page: Kevin's Saturday 2pm - 10pm afternoon shift at Northgate Plant - Line 2, in progress, and its Tasks list in the manager's order - Handover notes and Changeover check 3pm marked High, Line 2 rounds, Tool change - Press 4, Incident report - over a count line and a thin bar. A Task added banner from Jen Alvarez drops in and Restock spares cage slots in under Line 2 rounds, 0 of 6. The first task's page opens with its priority, due time and note; Mark done ticks it, 1 of 6; the changeover check ticks at 3pm, 2 of 6_ ## How customers put Skedulo to work. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Explore further_ ## Explore more ways to support your plant operations. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Use Cases - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) ### Roles - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Service lifecycle management](https://www.skedulo.com/learn/service-lifecycle-management/) - [Maintenance planning and scheduling](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/) ## Frequently Asked Questions ### What is manufacturing workforce scheduling? Manufacturing workforce scheduling assigns people to production shifts and to the work around production, such as changeovers, cleaning, quality checks and planned maintenance. It checks that each shift has the required skills and certifications, not just enough headcount, and shows what moving one person would leave uncovered on another line or task. ### Can Skedulo schedule workers by certification and production role? Yes. Schedulers match workers to roles using recorded skills, certifications, availability and site requirements. Your organization maintains those records and sets the assignment rules, so a full roster with a missing qualification shows up before the shift starts. ### Can the same plan include shifts and mobile maintenance or quality work? Yes. Production staffing and tasks such as changeover preparation, maintenance and quality checks are planned together. Supervisors see each person's existing assignments before moving them, and unresolved work is recorded for the next shift's handoff. ### Can workers complete forms and tasks on mobile? Yes. Workers can read instructions, complete checklists, record readings, and update task status on mobile. Supervisors review the results and assign follow-up; any automated corrective-work steps need to be configured for your process. ### Does Skedulo replace a CMMS or MES? No. A CMMS remains the system for asset records, work order history and spare parts, and an MES runs production execution. Skedulo schedules the people across shifts, maintenance and quality tasks, including technicians who travel to customer or remote sites, and shares workforce data, task results and recorded hours with ERP, MES, CMMS, QMS and payroll systems through integrations. ### Can one team schedule maintenance and quality work across several plants? Yes. Plants can be organized as separate regions or locations, so a central planner sees every plant's shifts, maintenance and quality tasks in one plan. Technicians who cover more than one plant are scheduled across sites with the travel between them planned. ## Let's look at your plant's staffing requirements. Show us how production, maintenance and quality work share your teams. We'll walk through skill-based scheduling and task coordination in Skedulo. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/industries/retail/" type: "page" title: "Frontline Workforce Scheduling for Retail | Skedulo" description: "Schedule store shifts and merchandising, audit and service visits in one plan, with travel between stores planned and mobile proof from every location." --- # Store shifts and field visits, planned together. Schedule store staff, merchandisers and audit teams across locations. Each assignment carries its instructions, with Mobile checklists and photos documenting what was completed. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Merchandiser dressing seasonal table, colleague passing stock from cage](https://assets.skedulo.com/uploads/hub-heroes/hub-retail-hero-photo-v2.webp) ## Trusted by teams coordinating frontline work. - American Red Cross - DHL - Kaiser Permanente - AWP Safety - Sunrun - Vision Australia _Tempo_ ## Tempo for store and field coordination. Ask Tempo about open shifts, review upcoming store visits and coordinate follow-up with your team. Available records, actions and approvals depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a campaign change from its issue: marketing moves the Easter promotion up to tomorrow, Tue 11 Mar, and its 6 endcap builds are booked a day late. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the change, today's merchandisers and the kit deliveries, and the context panel opens on the promotion's history and the builds left. Tempo weighs three ways and gives the builds to Lupe Cervantes and Yusuf Demir this afternoon; once the field manager starts the plan it books them, moves 4 price audits to Thursday and emails the store managers._ _Why this is hard_ ## The store plan and the field schedule need to agree. A delayed delivery can make a merchandising visit premature. A product launch can add work while audits are still due. Managers need current store requirements alongside staff and field-team availability. ### Store and field teams work from different plans A delivery is delayed or a reset moves, but the visiting team still has the original schedule. The store and field team need the same updated timing to avoid duplicated or missed work. _Illustration: Skedulo Analytics tile: 11% of the North region's jobs started late, up 5 points, with a column of jobs for each of the four weeks to 13 August - on time in blue, late starts in amber on the floor of each column, cancellations in grey on top. The late starts, highlighted, climb from 7 to 10, 13 and 18 while completed jobs hold near 110 a week._ ### Launches and visits compete for field capacity A product launch adds merchandising visits while routine audits and store checks are still due. Managers need to decide what the field team can cover and which visits to reschedule. _Illustration: Skedulo Analytics tile: 80% of the working day spent on the job across three regions, down 2 points, with one bar per region split into on-job, travel and idle time. North reads 78% on the job and 18% traveling, its travel segment warming to a strong amber; Central reads 79% and 13%, South 83% and 12%. Key: on job, travel, idle._ ### Photos and checklists sit apart from work Display photos arrive in messages while checklists sit in another system. Managers have to piece them together to confirm what was completed and what still needs attention at each store. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing._ ### Missed visits need a follow-up owner When a merchandising or audit visit is missed, someone needs to reassign the work and confirm a new time with the store. Without a clear owner, the task can stay overdue. _Illustration: Analytics tile: 14 follow-up actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle: 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes._ ### Managers can’t see which stores need help Coverage gaps, overdue tasks, and missed visits sit in separate store reports. District managers have to pull the updates together to decide where to send support, then confirm it arrived. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing._ _How it runs_ ## Retail staffing, visits and results. _[ 01 ]_ ### Store & program requirements Identify the staffing, merchandising, resets, and audits each store needs, including when the work must happen. _Illustration: Skedulo coverage plan for Harbourside's front of house, Sat 8 to Fri 14 Mar 2026: rows for Team Members, Duty Managers and Baristas against the seven days, each cell rostered over required as a bar of slots, amber where a day is short. The levers sit above it - a service level of one per 120 guests an hour, a minimum of 2 per role, hours 6am - 10pm, and the Sat 8 peak adding one more staff. The foot totals 58 required, 54 rostered, 4 to fill, and $64,020 of the $68,000 labor target._ _[ 02 ]_ ### Shift & visit allocation Match store roles to available staff, and assign field visits around skills, territories, and store access times. _Illustration: Skedulo schedule panel for JOB-4803, Wed 13 Aug 4:00 - 6:00 PM, on a hatched ground: the job needs merchandising, the 4:00 - 6:00 PM window and Denver Metro. Who can do it: Gloria Benitez, a senior merchandiser and the best match - merchandising, free from 3:30 PM, 27 minutes away, Denver Metro - above Doug Lindqvist, busy until 4:15 PM, and Aaron Feldman, busy until 4:30 PM. Assign Gloria is pressed; the status turns from Pending allocation to Pending dispatch, assigned by Mark Doherty, Tue 12 Aug, 2:40 PM._ _[ 03 ]_ ### Schedules & instructions Send store staff their shifts and tasks, and field teams their visit schedules, store details, and instructions. _Illustration: Skedulo roster panel after publish: 1 - 28 Mar 2026, Harbourside Store, front of house, marked Published; the week strip Sat 1 to Fri 7 solid in morning green, afternoon blue and night purple, Sat 1 filled, Mon 3 cleared and Fri 7 covered; under it the notices sent on those days, each ticked green - two morning shifts filled, double-booking resolved, cover for Gloria confirmed - then 19 people notified, and a Change log button where Publish stood._ _[ 04 ]_ ### Checklists, photos & findings Complete mobile checklists, capture display photos or audit findings, and flag issues that need further action. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the merchandiser's quarterly store audit for Northgate Shopping Centre, JOB-4803: status In progress, work started 4:09pm; time on site 1h 11m since 4:05pm; evidence - a shelf photo at 4:14pm and the chiller display, AST-1152, photographed at 4:15pm; the store audit's outcome, Pass with Actions, one failed check on AST-1152; then Submit, and a green notice: store audit submitted 5:16pm._ _[ 05 ]_ ### Changes & follow-up visits Find cover for an absence, move a visit after a delivery delay, or schedule follow-up on an audit finding. Notify the affected teams of the revised plan. _Illustration: A slice of the Skedulo dispatch board for Wed 13 Aug, noon to 5 PM, the now line at 1:24 PM: four lanes of store work - Gloria Benitez, Doug Lindqvist, Aaron Feldman and Bridget Hanley - with jobs such as a cash pickup, a planogram reset, a shelf reset and a buddy shift. Gloria's job runs past its end and the dispatcher drags her next one to Doug; Bridget calls out from 1:30 PM and her display install moves to Aaron. Each move lands with its travel, and the notices say the store contacts have their new times._ _[ 06 ]_ ### Store & regional reporting Review coverage, completed visits, and outstanding tasks by store and region. Use the results to identify where teams need support. _Illustration: The Skedulo web app on the Job activity dashboard, on a hatched ground: Region is set to North and Job type to Merchandising, each chip turning blue, and the dashboard narrows - 186 completed jobs down 9%, on-time starts 84%, travel per job 43 minutes up 15%, cancellations 2.7% - its weekly columns stepping down 52, 48, 45, 41. The last week opens: 7 - 13 Aug, 41 jobs at 46 minutes' average travel, the longest drives first - a planogram reset in Brighton, 58 min; a price audit in Thornton, 54; a display install in Commerce City, 52._ _The segments_ ## Retail operations, by format and service. ### Specialty Retail Field Operations Product launches bring display changes, store visits, and deadlines across locations. - Schedule merchandising visits around store access and launch dates. - Give visiting teams display instructions and checklists. - Track completed tasks and photos by store, and reschedule missed work. [Explore](https://www.skedulo.com/industries/retail/specialty-retail-field-operations/) ### Grocery & Convenience Operations Opening routines, cleaning checks, and recurring store audits need clear assignments across locations. - Schedule recurring tasks for store staff and visits for audit teams. - Give teams mobile checklists to record results and flag issues. - Track overdue checks by store and assign follow-up. [Explore](https://www.skedulo.com/industries/retail/grocery-convenience-operations/) ### Big Box & General Merchandise Seasonal resets and display changes bring project crews into stores where daily work continues. - Schedule store staff and reset crews around project dates and department needs. - Give teams task instructions and checklists for each stage of the reset. - Track completed work by department and assign follow-up on unfinished tasks. [Explore](https://www.skedulo.com/industries/retail/big-box-general-merchandise/) ### Retail Merchandising, Audits & Store Services Field teams visit multiple stores, each with specific tasks, access times, and client reporting requirements. - Plan merchandising and audit visits by territory and store access times. - Capture task results, photos, and findings on mobile during each visit. - Use visit records for client reporting and assign follow-up where work remains. [Explore](https://www.skedulo.com/industries/retail/retail-merchandising-audits-store-services/) _Pulse Platform_ ## A platform for your retail programs. Model stores, campaigns, assignments and more on our Pulse Platform. Build the forms, review screens and workflows each program needs, and connect your workforce and business systems. ### System of record Add fields or related objects for stores, campaigns, displays, client programs, and more alongside work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route a completed store visit for review and assign any corrections through a configured workflow. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your retail operation to WFM, payroll, task, and CRM systems. Use integrations and APIs to bring store and program data into Skedulo and share coverage, completed visits, and reporting updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create a program manager's review view and mobile forms for the teams visiting stores. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent store shifts, field visits, workers, and their relationships to stores and programs in one model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Coverage and visit results across every store. District managers can review staffing gaps alongside missed visits and outstanding tasks, then decide where to send support. - **Store staffing** — Schedule available staff by role, department, and time, and adjust assignments when coverage changes. - **Territories & travel** — Group merchandising, audit, and service visits by territory and store access times. - **Task ownership** — Assign store tasks and field visits, attach instructions, and track who is responsible for follow-up. - **Locations needing support** — Review coverage gaps, missed visits, and outstanding tasks by location to decide where to send help. _Illustration: Skedulo web app window on a hatched ground. An Analytics chart shows the North region's travel per job week by week: flat at 37 to 38 minutes for four weeks, then climbing to 46 in the week ending 13 Aug, up 23%, the gap above the earlier level filling amber. Below it, the Mastermind optimization recipe Improve routing and utilization: Minimize travel is dragged from Medium to High beside Keep promised windows and Balance workload. Then the next schedule lands: travel per job 39 minutes, down 15%, utilization 82%, up 4 points, and Apply lights._ _Mobile Frontline_ ## The store assignment, on Mobile. Store staff see their shifts and tasks. Visiting teams see their next store and assignment details. Both can complete checklists, capture photos, and flag issues from mobile. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: Kevin Maszaros's Summary under the blue app head - the Today card counting down to his 2pm - 10pm shift and his upcoming shifts at Harbourside Store. A New open shift banner drops in for Sun 9 Mar, 2pm - 10pm; its page opens on a map of the store - Harbourside Store, front of house, role Barista, offered by Jen Alvarez, first to accept - and he accepts. Back on the Summary he is on the roster for Sunday 9, and a schedule change lands: Thu 6 Mar now starts at 2:30pm, tagged Updated._ ## Scale a retail field program without losing staffing visibility. - **Before** - Manual scheduling for retail sales advisors across stores. - No visibility into who was staffed or checked in. - **With Skedulo** - Automated, scalable retail staffing across locations. - Real-time visibility into attendance by store. - **Outcome** - Better understanding of the right person, right store. - Stronger retail partnerships through kept commitments. > We're in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in. Attendance is very important to maintaining those retail partnerships. > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun - **Hundreds** — of retail locations staffed with live attendance visibility [Read Story](https://www.skedulo.com/customers/sunrun/) _Explore further_ ## Explore tools for store and field teams. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) ### Use Cases - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Demand forecasting for scheduling](https://www.skedulo.com/learn/demand-forecasting/) - [Multi-location vs. fixed location scheduling](https://www.skedulo.com/blog/multi-location-vs-fixed-location-scheduling-differences-challenges-and-solutions/) ## Frequently Asked Questions ### What is frontline workforce software for retail? Frontline workforce software for retail schedules the people who do the work in and around stores, from associates on shifts to merchandisers, auditors and service teams who visit stores. It sends each person their schedule and task instructions on mobile and records what was completed. Some tools cover in-store shifts and others cover field visits, while Skedulo plans both in one schedule. ### Can Skedulo coordinate both store shifts and retail field visits? Yes. Store staff are scheduled into shifts by role, department and availability, and they can update availability and respond to open-shift offers on mobile. Field teams are scheduled into merchandising, audit and service visits by territory, skills and store access times, so district managers see coverage and visit status for each store in one place. ### How does Skedulo plan store visits around travel? Plan a representative's visits around travel, territory, and store access times. Mastermind supports route and scheduling optimization; dispatchers can review the plan and adjust assignments when a visit changes. ### Can retail teams complete merchandising checklists and store audits on mobile? Yes. Teams complete forms and checklists, capture display photos and audit findings, and flag issues during the visit. A form can be required before a visit is marked complete, so work isn't closed without its proof, and teams can set up automations to turn a recorded issue into follow-up work with an owner. ### How is Skedulo different from retail workforce management or retail execution software? Skedulo fits teams coordinating store shifts and traveling field teams, with mobile forms and follow-up linked to the work. Our Pulse Platform lets you build additional records and workflows. Confirm any sales- or traffic-based forecasting requirements during evaluation. ### Can Skedulo connect with retail workforce management, payroll, CRM, and reporting systems? Yes. Integrations and APIs connect Skedulo with WFM, payroll, task management, CRM and reporting systems, so store and program data can come in and coverage, completed visits and hours can go back out. The data exchanged and how often it updates depend on the systems and the integration you configure. ## Let's look at your store and field operations. Bring a staffing plan, merchandising program or audit workflow. We'll show you how Skedulo can support it across locations. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/security-facilities/" type: "page" title: "Mobile Workforce Management for Facility Teams | Skedulo" description: "Mobile workforce management for facility teams: keep guard posts, cleaning shifts and maintenance covered, matched to site credentials, with records on mobile." --- # Site coverage, maintenance and inspections in one plan. Schedule guards, cleaning teams and technicians around each site's hours, access and role requirements. Mobile instructions and service records connect the assignment to the work completed. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician arriving at office service entrance from company van](https://assets.skedulo.com/uploads/hub-heroes/hub-security-facilities-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - American Red Cross - ECL Group - DHL - Kaiser Permanente - AWP Safety - Vision Australia _Tempo_ ## Work through site assignments with Tempo. Ask Tempo about open site work, review assignments and prepare replacement options with your supervisors. The records, actions and approvals available depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a site incident from its issue: on her 2:40 AM round at Dockside Precinct, officer Gloria Benitez finds Dock 2's roll-up door forced and its lock broken, and the post orders keep an officer on any door that won't lock. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the incident report, the post orders and the on-call trades, and the context panel opens on the dock and the time to the first truck. Tempo picks the locksmith on call; once started, the plan sends him, gives Gloria's rounds to the control room and tells the site supervisor._ _Why this is hard_ ## Urgent site work competes with scheduled commitments. A guard calls out, a repair becomes urgent, or an inspection finds a problem. Supervisors need to respond while keeping planned coverage, cleaning, and maintenance on track. ### Site requirements limit when work can happen Guard posts must be staffed at set times, cleaning may depend on building access, and maintenance can require a shutdown window. Each service needs a schedule that fits the site. _Illustration: Skedulo job card for Job #4821, a water changeover service pending dispatch, held by its dependency: it depends on JOB-4830, now marked Complete, and is cleared to start 40 minutes after that job finishes, to allow for travel time_ ### Qualifications and site access narrow the options An available worker may lack the required license, certification, or site clearance. Supervisors need to check both the assignment requirements and the person’s availability before making a replacement. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with an amber exception - missing requirement: EWP licence, required - and the three people proposed for it along its foot_ ### Site records sit across forms and photos Patrol logs, cleaning checklists, and maintenance photos sit in separate places. Supervisors have to piece them together to confirm what happened and what still needs attention. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose_ ### Missed assignments need an owner A guard doesn’t arrive or a repair misses its scheduled window. Someone needs to arrange a replacement or reschedule the work, confirm the change, then keep the site manager informed. _Illustration: Skedulo current job card: Job #4821 at 123 Birch St, its window today 2:00 - 3:30 PM, flagged 26 min over in amber, with Gloria Benitez named as the officer on it_ ### Supervisors can’t see which site needs help Unstaffed posts, overdue maintenance, and unresolved inspection findings sit in separate reports. Supervisors need those updates together to decide where to send support first. _Illustration: Analytics tile: 98% of the week's 100 required shifts covered, up 2 points, with Tuesday drawn hour by hour from 6am to 6am - the staff needed as a dashed curve over the staff rostered as blue steps, the shortfall shaded amber - one short in the afternoon until its open shift fills_ _How it runs_ ## The site-service workflow. _[ 01 ]_ ### Service scope & frequency Identify guard posts, patrols, cleaning tasks, maintenance, and inspections. Set the required staffing, frequency, and timing for each service. _Illustration: Skedulo coverage plan for Dockside Precinct, Sat 8 to Fri 14 Mar 2026: rows for Security Officer, Cleaner and Technician against the seven days, each cell rostered over required - green where the day is met, amber where it is short - under the chips Cover 1 per post, Minimum 2 per role, Hours 6am - 10pm and Open day +1 officer, over Required 58, Rostered 54, To fill 4 and cost $64,020 of $68,000. The open day lands and Saturday's officer cell goes short at 2/3; one allocation fills Sunday's technician gap_ _[ 02 ]_ ### Qualifications & site access Match each assignment to available people with the required skills, credentials, and clearances. Account for site access and the scheduled work window. _Illustration: Skedulo Tempo comparing cover for JOB-4841 at 1:28 PM. The affected work: a thermostat and damper check for Dana Whitfield, 2:30 - 3:30 PM, window 2:00 - 5:00 PM, uncovered since Doug Lindqvist called out at 1:26 PM. Below, Compare options, 3 technicians checked: Reassign to Gloria Benitez, free from 3:30 PM, or Wait for Aaron Feldman, free after 5:00 PM, over their impact - Dana's window kept or missed, 6 or 22 minutes of travel, HVAC II both, 6 or 7.5 of 8 hours. Gloria's option turns Recommended_ _[ 03 ]_ ### Post orders & instructions Give workers the post orders, task instructions, access details, and checklists their assignment requires, along with who to contact if a problem arises. _Illustration: Skedulo web messaging card for the #north-region channel on a pale blue ground. Gloria Benitez asks at 2:05 PM: How do I get into the site? Leaving for Birch St now. Her message carries a link to JOB-4821, Water changeover service, which opens into its details: account Pioneer Health Systems, site 123 Birch St, window 2:40 - 4:10 PM, officer Gloria Benitez, status Dispatched. Dana Pruitt answers at 2:08 PM: use the loading dock gate on Birch St, the code is 4417, and Helen will meet you at the dock._ _[ 04 ]_ ### Attendance & service records Record attendance, completed tasks, and relevant findings on mobile. Add photos, incident details, or signatures where the work requires them. _Illustration: Skedulo mobile on an iPhone, open on the #north-region channel at 3:48 PM: Gloria Benitez's message tells @Mark Doherty that unit 2 is back in service and lands with a photo from the job - the red-handled shut-off valve and pressure gauge on the unit's pipework - and the signed commissioning-sheet.pdf (1.2 MB) under it, then Mark's thumbs-up reaction lands on the message as a quick acknowledgement instead of a reply_ _[ 05 ]_ ### Replacements & corrective work Find an eligible replacement for an absence, assign urgent repairs, or schedule corrective work from an inspection finding. Notify the affected workers and site contacts. _Illustration: Skedulo change request queue for Dockside Precinct, 1 - 7 Mar: three requests in four columns - who, change, policy, action. Doug Lindqvist, Reassign by Jen Alvarez, Mon 3 6am - 2pm to 2pm - 10pm, Warn +$46 OT - 38h, Request approval; Gloria Benitez, Swap with Carol Ng, Tue 4 morning for the afternoon, Pass, Approved; Carol Ng, Cover, unavailable, Wed 5 6am - 2pm to the eligible pool, Pass, Approved. Checked against the Security Services Award 2020 and Dockside policy v3; the foot turns green: 2 approved, Gloria and Carol notified_ _[ 06 ]_ ### Site & client reporting Use attendance, task results, and follow-up records to report on service delivery. Show site managers and clients what was completed and what remains outstanding. _Illustration: The Skedulo web app on the Job activity dashboard. Export opens a menu - Download CSV, Download PDF, Schedule email report - and Schedule email report is picked: a dialog over the dimmed app with Format PDF, Send weekly on Monday at 7:00 AM, and Dana Pruitt and Wade Brennan added to To. Save is pressed and a green notice confirms the weekly report is scheduled: Mondays, 7:00 AM, to Dana and Wade_ _The segments_ ## Security and facilities, by service. ### Facilities Maintenance Planned maintenance and urgent repairs need the right technician or vendor, access arrangements, and time to complete the work. - Schedule technicians and vendors around skills and site access. - Include work-order details and parts requirements in the assignment. - Record completed work and arrange follow-up for unresolved issues. [Explore](https://www.skedulo.com/industries/security-facilities/facilities-maintenance/) ### Janitorial & Cleaning Services Cleaning teams need to know which areas to service, how often, and when they can access the building. - Build recurring shifts and visits around each site’s cleaning scope. - Give teams task checklists and a way to record issues or completed work. - Track missed tasks and use completion records for client reporting. [Explore](https://www.skedulo.com/industries/security-facilities/janitorial-cleaning-services/) ### Security Guarding & Patrol Guard assignments depend on post hours, role requirements, and site clearance. Patrol teams also need routes and clear reporting instructions. - Schedule guards by availability and required credentials or clearances. - Provide post orders and record patrol activity and incidents on mobile. - Identify missed check-ins and arrange eligible replacements. [Explore](https://www.skedulo.com/industries/security-facilities/security-guarding-patrol/) ### Fire, Life Safety & Building Systems Building-system inspections need qualified people, site access, and a record of findings that require corrective work. - Schedule inspectors around required qualifications, due dates, and site access. - Capture inspection results, photos, and deficiencies on mobile. - Assign corrective work and track completion against the required timeframe. [Explore](https://www.skedulo.com/industries/security-facilities/fire-life-safety-building-systems/) _Pulse Platform_ ## Build site-service operations on our Pulse Platform. Model the contracts, site requirements and service processes your teams work with on our Pulse Platform. Build applications and workflows for those services, alongside integrations with existing systems. ### System of record Add fields or related objects for contracts, site zones, posts, assets, and more alongside work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route a reported issue to its owner, assign follow-up, and send status updates through configured workflows. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your security and facilities operation to access control, CMMS/EAM, incident, and CRM systems. Use integrations and APIs to bring site and contract data into Skedulo and share coverage, completed work, and client-report updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Give guards their post instructions and technicians their maintenance details. Build the views around the different work they do. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent guard posts, cleaning shifts, maintenance visits, and workforce relationships in a shared model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Site coverage and open work, in view. Review unstaffed posts, outstanding tasks and maintenance progress across sites. Compare suitable replacements before changing an assignment. - **Site-specific eligibility** — Review availability, skills, credentials, and site requirements when assigning people or arranging replacements. - **Progress across locations** — Review attendance, task updates, patrol records, and maintenance progress across sites. - **Assigned corrective work** — Assign follow-up from inspection findings, incident reports, and service requests, then track the work through completion. - **Service records for reporting** — Use attendance, forms, and completion records to show managers and clients what was done and what still needs attention. _Illustration: A slice of the Skedulo schedule board, four lanes across Wed 13 Aug, the now line at 1:24 PM. Gloria Benitez's alarm response runs past its end and her 2:00 PM concierge cover gets the rose overlap band; the card moves one lane down onto Doug Lindqvist at 2:15 PM, both lanes' stops re-sequence and a notice says Helen Pryor has her new window. Then Bridget Hanley calls out, her lane is tagged Unavailable and hatched from 1:30 PM, and her fan drive retrofit moves onto Aaron Feldman at 2:00 PM. CCTV watch, key audit, dock gate and induction stay where they are_ _Mobile Frontline_ ## Post orders and service instructions on Mobile. Guards can check post instructions; technicians can review maintenance details. Site teams can complete checklists, attach photos and report issues from Mobile. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of a quarterly site inspection, JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August_ ## Unify workforce management across six business units without losing site-level accountability. - **Before** - Six business units on separate scheduling systems. - No shared visibility into technician or subcontractor coverage. - **With Skedulo** - One system to schedule, allocate, and monitor every job. - Real-time visibility across technicians and subcontractors. - **Outcome** - 23,000+ inspections scheduled per year. - One unified process across 650+ employees. > We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors. > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services - **23,000+** — inspections scheduled per year across 650+ employees [Read Story](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) _Explore further_ ## Explore tools for site teams and supervisors. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ### Roles - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Work order management for mobile teams](https://www.skedulo.com/learn/work-order-management/) - [Improving lone worker safety](https://www.skedulo.com/blog/lone-worker-safety/) ## Frequently Asked Questions ### What is mobile workforce management for facility teams? It is software that schedules the people who work across buildings and sites, gives them instructions on a phone, and records what they did. For facility teams that means guard posts, cleaning shifts, maintenance jobs and inspections, each matched to site access and required credentials. Supervisors see coverage and open work across sites in one view. ### Can Skedulo handle site shifts and mobile facilities work in one schedule? Yes. Skedulo schedules recurring guard and cleaning shifts alongside mobile maintenance and inspection jobs, and supervisors see both together. That helps when an urgent repair or a callout competes with planned coverage. ### Can Skedulo match assignments to licenses, clearances and site requirements? Yes. Assignments can require recorded skills, credentials and clearances, and offers go to workers who meet them, with availability and the site's access window in view. Your configuration sets the eligibility rules. ### How does Skedulo help when a guard or cleaner does not show up? First confirm whether the worker is absent or the check-in is missing. Supervisors can review suitable replacements and use Tempo to help prepare the reassignment and updates, with available actions determined by your setup. ### What does ECL Group use Skedulo for? ECL Group, a critical services company with 650+ employees, completes around 23,000 inspections a year and uses Skedulo to schedule, allocate and monitor them across its technicians and subcontractors. Its six business units had been on separate systems, and adding Skedulo to Salesforce brought them onto one. ### Can one platform coordinate several site services? Yes. Plan guard and cleaning shifts alongside maintenance and inspection visits while keeping each role's requirements distinct. Our Pulse Platform lets you extend the site records and workflows; assess specialist needs such as guard-tour hardware during evaluation. ## Let's look at the sites you manage. Walk us through your service contracts and staffing requirements. We'll show you scheduling, Mobile and the platform workflows that could support them. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/industries/training-education/" type: "page" title: "Training Scheduling Software for Instructors | Skedulo" description: "Training scheduling software for instructor-led programs: match qualified instructors to sessions, plan sites and travel, and record attendance on mobile." --- # Book instructors, rooms and equipment together. Schedule training and assessments around qualified people, learner availability and suitable locations. Instructors can record attendance and results on Mobile, with integrations to your learning systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) Explore Training Programs ![An instructor walks three trainees in hi-vis vests through a task on a tablet in a bright workshop](https://assets.skedulo.com/uploads/hub-heroes/training-hub-hero-v1-r2.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Sports Kickstart - DHL - Kaiser Permanente - Vision Australia _Tempo_ ## Tempo, alongside training coordinators. Ask Tempo about the training calendar, review session requirements and prepare staffing changes. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering an instructor's sick call from its issue: Carol Ng calls in sick for today's motor controls lab at Campus East, leaving Cohort 12's 16 electrical apprentices without an instructor. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the sick call, the instructors and the lab's booking, and the context panel opens on who is off and the uncovered lab. Tempo picks Declan Moore, a licensed electrician signed off for the module; once the scheduler starts the plan it records the sick leave, offers Declan the lab and tells the cohort._ _Why this is hard_ ## Training depends on more than an available instructor. The right instructor, available learners, and a suitable space all need to come together. When one changes, coordinators have to rebuild the plan and keep everyone informed. ### One time has to work for everyone An instructor may be available when the learners aren't, or a room may lack the required equipment. A confirmed session needs all three to line up. _Illustration: Skedulo shift scheduling matching card for an open first aid instructor slot, Tue 4, 2pm - 10pm in Room 4 at Campus East: three trainers checked for Available, Skills, Accreditation and the trainers' agreement - Doug Lindqvist, the Program Lead, misses on skills because the session needs a first aid instructor; Bridget Hanley breaks the agreement's 10h rest after her Mon 3 night - and Carol Ng, an Instructor who passes all four, rises to the top, is allocated and notified._ ### Requirements narrow the options Different courses and assessments require different expertise or qualifications. When someone becomes unavailable, coordinators need a replacement who meets the requirements and can reach the session location. _Illustration: Skedulo scheduling objectives for the training calendar, ranked: service level first - keep every promised window - then travel time, the shortest drive between jobs, then resource use, filling each trainer's day before adding one. Below them the rules that narrow who can take a session: licensed for the job type and within 25 miles of home base, with overtime to close a gap left off._ ### Results sit in separate places Attendance sheets, assessment results, and instructor notes sit in separate files. Coordinators have to bring them together to see which requirements each learner has completed. _Illustration: Skedulo forms analytics tile: 95% of expected forms completed this week, 407 of 428, up 3 points, with a bar for each weekday of expected against completed._ ### Canceled sessions need a new date When a session is canceled, learners still need another suitable date. Coordinators must arrange the instructor and resources again, account for any deadlines, and notify everyone affected. _Illustration: Skedulo shift analytics tile: 92% of open shifts filled, 22 of 24, up 6 points, with a median of 1h 40m to fill and how they were filled - 14 targeted, 8 broadcast, 2 still open._ ### Bookings and results sit apart A booking shows who is scheduled, not who attended or completed an assessment. Coordinators need session status and recorded results together to identify the next step for each learner. _Illustration: Skedulo shift analytics tile: 94% of shifts started on time, 97 of 98 started, up 1 point, as a grid of every shift marked on time, late or absent._ _How it runs_ ## Session planning, delivery and results. _[ 01 ]_ ### Courses & assessments Identify the courses or assessments required, the learners involved, and any delivery deadlines or prerequisites. _Illustration: Skedulo demand drivers for Campus East, Sat 8 - Fri 14 Mar 2026: learners enrolled, 112 a week from the learning system; certifications due, 64 a week from the compliance feed; and Sat 8's public course day at 1.2 times the trainers - translated through one trainer per 12 learners, a minimum of two on practicals and teaching hours 6am - 10pm into a trainer forecast for the week: 20 required, 19 planned, 1 to fill, $64,020 of $68,000 within the approved cap._ _[ 02 ]_ ### People, rooms & equipment Plan around instructor or assessor qualifications, learner availability, travel, and room or equipment requirements. _Illustration: Skedulo Tempo asked when the forklift cohort can do its refresher: it answers Thursday from 1:00 PM to 5:00 PM, when Gloria Benitez, Lab 2 and all 12 learners are free, over a strip of Lab 2's Thursday with the morning booked and the afternoon open._ _[ 03 ]_ ### Session communications Share the time, location, preparation instructions, and relevant contacts with instructors, assessors, learners, and site coordinators. _Illustration: Skedulo shift scheduling, publish complete: 56 shifts published and everyone on the roster notified, with the notices that went with them - two unassigned morning shifts on Sat 1 still open, Mon 3's double-booking resolved before publish, and cover confirmed for Fri 7 while Gloria Benitez is on leave._ _[ 04 ]_ ### Attendance & assessment records Instructors and assessors can record attendance, assessment results, and supporting evidence on mobile, including issues that need follow-up. _Illustration: Skedulo mobile app on an iPhone at 5:16 PM: JOB-4803, the working at heights assessment for BuildRight Group Training, in progress - work started 4:09pm, 1h 11m on site since 4:05pm - with its evidence attached, the permit at 4:14pm and the practical at 4:15pm, the outcome Competent with one failed check on rescue kit AST-1152, and the assessment submitted at 5:16pm._ _[ 05 ]_ ### Replacements & rebooking Find a suitable replacement for an absent instructor, or arrange another session for affected learners. Check the revised timing and resources, then notify the people involved. _Illustration: Skedulo change requests for Campus East, 1 - 7 Mar, each checked against the trainers' agreement: Doug Lindqvist's move from Mon 3's morning to the afternoon warns at 38h with $46 of overtime, so it goes for approval; Gloria Benitez's swap with Carol Ng on Tue 4 and Carol's cover on Wed 5 pass and are approved - two approved, Gloria and Carol notified._ _[ 06 ]_ ### Learning-system integration Send attendance and assessment results to connected learning or workforce systems through configured integrations. Use recorded requirements and results to identify outstanding follow-up. _Illustration: Skedulo integrations activity for JOB-4803, completed Wed 13 Aug at 5:21 PM: work order 00012345 sent to Salesforce as Completed with the outcome Competent and follow-up JOB-4871, the completed work sent to Finance, and the approved hours - Gloria Benitez, 1h 47m - to Workday on schedule at 6:00 PM, each synced: 3 of 3 delivered._ _The segments_ ## Training and education, by program. ### Corporate & Workforce Training Workplace training needs suitable trainers, time away from daily duties, and a location that works for the group. - Match trainers to session requirements, locations, and availability. - Share preparation details and send session reminders. - Record attendance and review outstanding training by employee or site. [Explore](https://www.skedulo.com/industries/training-education/corporate-workforce-training/) ### Field-Based Certification Programs On-site assessments need a suitably qualified assessor, access to the learner’s workplace, and time to observe the required activities. - Match assessors to recorded qualifications, locations, and availability. - Provide assessment instructions and capture results and evidence on mobile. - Track outstanding assessments and share results with connected certification systems. [Explore](https://www.skedulo.com/industries/training-education/field-based-certification-programs/) ### Safety, Compliance & Emergency Training Required and refresher training needs qualified instructors, appropriate resources, and time for employees to attend. - Plan sessions around recorded training due dates and instructor qualifications. - Capture attendance and assessment results required by the program. - Identify missed sessions or outstanding requirements and arrange follow-up. [Explore](https://www.skedulo.com/industries/training-education/safety-compliance-emergency-training/) _Pulse Platform_ ## Build around the way you deliver training. Use our Pulse Platform to connect session requirements, instructor assignments, and follow-up. Build your program's workflows and integrate the learning or certification systems that hold the final records. ### System of record Add fields or related objects for course deliveries, learner groups, rooms, assessment requirements, and more alongside work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route recorded assessment results for review and assign any follow-up through a configured workflow. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your training operation to LMS, HRIS, and certification systems. Use integrations and APIs to bring learner and session data into Skedulo and share attendance, completed sessions, and certification updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create coordinator planning views and mobile forms for instructors and assessors. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent instructors, session assignments, resource requirements, and their relationships in a shared operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## A training calendar that accounts for the resources. Review instructor qualifications, learner availability and room or equipment capacity together. When a session changes, those requirements also inform the alternatives. - **Session capacity** — Plan around the number of learners, qualified instructors, and available room or equipment capacity. - **Locations & travel** — Plan sessions and site assessments around location, travel time, and instructor or assessor availability. - **Instructor replacements** — Review qualified alternatives and available resources, then notify learners and site contacts of any changes. - **Attendance & results** — Capture attendance and assessment records during delivery so coordinators can review what is complete and what remains. _Illustration: A slice of the Skedulo board for Wed 13 Aug: four trainers' lanes of sessions - Gloria's sign-off and heights assessment, Doug's induction day, white card course and confined space theory, Aaron's invigilation, manual handling and training needs review - as Bridget Hanley becomes unavailable from 1:30 PM. Her manual handling practical moves to Aaron Feldman, the lanes re-sequence around it, and Helen Pryor and Nadia Brooks have their new times._ _Mobile Frontline_ ## Session details and attendance on Mobile. Show the session schedule, learner details, site information, and instructions on mobile. Instructors and assessors can record attendance, results, supporting evidence, and any required sign-off. _Illustration: Skedulo mobile app on an iPhone: the attendees for Sunday 2 March's heights refresher, everyone booked on the session, with a button to add a session note for everyone marked attended - Brooke Feeney, On-Call Technician, ticket lapsed, attended; Andre Bassett, Apprentice Technician on his first heights ticket, attended with 2 alerts; and Wade Brennan, Field Supervisor, ticket expires 28 Mar, absent with 1 alert._ ## How customers put Skedulo to work. ### 15% — Year-over-year growth, nearly doubled from 7-9% before Skedulo > “Our business is growing since we started using Skedulo. We are seeing 15% growth year-over-year... Before using Skedulo, we were growing 7% to 9% year-over-year.” > > — [Sports Kickstart](https://www.skedulo.com/customers/sports-kickstart/) ### 250+ — Mobile workers > “Our biggest win is helping our schedulers match the right mobile trainer to the right event. Putting the most effective person on that job...” > > — [Achieve3000](https://www.skedulo.com/customers/achieve3000-case-study/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Explore further_ ## Explore tools for training teams and coordinators. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) ### Roles - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Smart scheduling for frontline work](https://www.skedulo.com/learn/smart-scheduling-frontline-workers/) - [Instructor-led training challenges](https://www.skedulo.com/blog/how-to-overcome-instructor-led-training-challenges/) ## Frequently Asked Questions ### What is instructor-led training scheduling? Instructor-led training scheduling matches qualified instructors, learners, rooms or sites and equipment to each session, then keeps everyone informed as plans change. It also tracks attendance and results so coordinators know which learners still need a session or assessment. It gets harder when instructors travel to many sites or when sessions depend on certifications that expire. ### Can Skedulo match instructors or assessors by qualification? Yes. Scheduling uses recorded qualifications, availability, and location to match instructors or assessors to sessions. Your organization maintains those records and decides eligibility. When plans change, Tempo can help prepare replacement options using the available information. ### Can programs coordinate learners, sites, rooms, and equipment? Yes. Session planning accounts for learner numbers and availability, locations, and room or equipment requirements, using the resource data and rules configured for your program. Nearby sessions and site assessments can be grouped by location and travel time. ### Can assessors record results and flag follow-up on mobile? Yes. Instructors and assessors record attendance, assessment results, supporting evidence and sign-off in mobile forms. Outstanding work is flagged for follow-up, so coordinators see which learners are complete and which need another session. ### How is Skedulo different from a training management system? Skedulo focuses on coordinating the people and resources that deliver training, including travel and mobile attendance or assessment records. Our Pulse Platform lets you build additional workflows. Scope course registration, payments, and learning-content requirements separately when evaluating your systems. ### Can Skedulo connect with LMS, HRIS, CRM, and certification systems? Yes. Scope integrations with your learning, workforce, customer, and certification systems around the records you need to exchange. The available connector or API, record ownership, and update timing determine how each connection is implemented. ## See Skedulo for training and assessment delivery. Explore instructor scheduling, resource bookings and mobile attendance around the sessions your organization runs. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) --- --- url: "https://www.skedulo.com/industries-directory/" type: "page" title: "Frontline Operations, Built Around Your Industry | Skedulo" description: "See the scheduling, dispatch, and mobile workflows Skedulo builds around healthcare, home services, energy, retail, and other frontline industries." --- # Frontline work in your industry. _Industries_ A home care visit, a production shift and a telecom installation each come with different rules. See how Skedulo plans, assigns and records the work in your industry, on one platform. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Two food production workers reviewing a batch schedule on a tablet](https://assets.skedulo.com/uploads/hub-heroes/industries-directory-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Explore by industry_ ## One platform, set up for your industry. Scheduling a care visit means checking different requirements from scheduling an installation or a production shift. Explore how Skedulo supports the work in your industry, from worker qualifications and availability to the forms teams complete and the systems they use. ### Healthcare & Human Services Schedule care visits and shifts around client needs, staff qualifications and availability. [Explore](https://www.skedulo.com/industries/healthcare-human-services/) ### NDIS Roster support workers around participant plans, qualifications and availability, and record each service as it's delivered. [Explore](https://www.skedulo.com/industries/ndis/) ### Home Services Coordinate appointments, crews, and routes, and keep customers informed as plans change. [Explore](https://www.skedulo.com/industries/home-services/) ### Energy & Solar Coordinate site readiness, crews, and inspections, and capture completed work for asset records and closeout. [Explore](https://www.skedulo.com/industries/energy-solar/) ### Telecommunications Schedule installations, maintenance, and urgent repairs around technician skills, site readiness, and customer appointments. [Explore](https://www.skedulo.com/industries/telecommunications/) ### Security & Facilities Schedule guards, cleaning teams, and technicians around site requirements, and track inspections and follow-up work. [Explore](https://www.skedulo.com/industries/security-facilities/) ### Manufacturing & Light Industry Plan production shifts alongside maintenance and quality work, with completed tasks recorded against the assignment. [Explore](https://www.skedulo.com/industries/manufacturing-light-industry/) ### Public Sector Coordinate field visits and crew assignments, with results returned to connected agency systems. [Explore](https://www.skedulo.com/industries/public-sector/) ### Retail Schedule store shifts, merchandising visits, and audits, and track completed work across your locations. [Explore](https://www.skedulo.com/industries/retail/) ### Hospitality Plan departmental coverage, fill open shifts and assign daily service tasks. [Explore](https://www.skedulo.com/industries/hospitality/) ### Inspections & Safety Schedule qualified inspectors, capture findings and evidence on mobile, and track corrective work through to completion. [Explore](https://www.skedulo.com/industries/inspections-safety/) ### Training & Education Match qualified instructors and assessors to sessions, and record attendance and results. [Explore](https://www.skedulo.com/industries/training-education/) ### Nonprofit Schedule staff and volunteers for recurring programs, community services and events, and record attendance. [Explore](https://www.skedulo.com/industries/nonprofit-volunteer-scheduling/) ### Don't see your industry? Tell us how your teams work. We'll help you shape the scheduling, mobile experiences, and supporting processes around them. [Book a Demo](https://www.skedulo.com/book-a-demo/) _Related_ ## Explore Skedulo by product and use case. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## Frequently Asked Questions ### Which industries does Skedulo support? Skedulo is a frontline operations platform that plans, assigns and records field jobs and shift work for organizations in healthcare and human services, home services, energy and solar, telecommunications, security and facilities, manufacturing, the public sector, retail, hospitality, inspections, training and nonprofit services. Each industry page covers the scheduling requirements, mobile work and connected systems for that sector. If yours isn't listed, tell us how your teams work and we'll walk through the fit. ### Is Skedulo a different product for each industry? Skedulo’s products support work across industries. Which products you need depends on your operation. The setup reflects your assignment rules, worker forms and connected systems. ## Let's talk about your operation. Tell us about your industry and the work your teams run every day. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Use Cases](https://www.skedulo.com/use-cases/) --- --- url: "https://www.skedulo.com/use-cases/" type: "page" title: "Use Cases for Field and Shift Operations | Skedulo" description: "See how Skedulo supports field service, installation, shifts, time and attendance, inspections and other frontline work, from scheduling through completion." --- # Skedulo for the work you manage. _Use cases_ Each use case is one kind of work your teams run, such as a service job, an installation, a shift roster or an inspection. See how Skedulo plans it, gets it to the right people and records the result. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Repair technician checking job details on his phone at the van](https://assets.skedulo.com/uploads/hub-heroes/uc-hub-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Explore by use case_ ## Start with one use case. Add the next on the same platform. Start with the work your team needs to manage. You might begin with service jobs, then add inspections or time tracking as your needs grow. Skedulo connects that work through shared job, shift and worker records. ### Field Service Schedule and dispatch service jobs, with customer details, progress updates and completion records. [Explore](https://www.skedulo.com/use-cases/field-service/) ### Installation Check site readiness, crews and equipment before dispatch, and capture test results and handover at the end. [Explore](https://www.skedulo.com/use-cases/installation/) ### Home Appointments Coordinate one-time and recurring home visits, matching workers to service needs and sharing appointment details. [Explore](https://www.skedulo.com/use-cases/home-appointments/) ### Last Mile & Self-Scheduling Give customers a way to choose or change an appointment that fits your service rules. [Explore](https://www.skedulo.com/use-cases/last-mile-self-scheduling/) ### Shifts & Rosters Build shifts around required coverage. Review suitable staff and send shift offers when you need cover. [Explore](https://www.skedulo.com/use-cases/shifts-rosters/) ### Time & Attendance Compare scheduled and recorded time, resolve exceptions, and send approved records to your connected payroll system. [Explore](https://www.skedulo.com/use-cases/time-attendance/) ### Workforce Management Plan field jobs and shifts from one shared view of skills, credentials and availability. [Explore](https://www.skedulo.com/use-cases/workforce-management/) ### Task Management Assign tasks within jobs, shifts and routines, with responsibility and completion tracked for each task. [Explore](https://www.skedulo.com/use-cases/task-management/) ### Inspections & Forms Schedule qualified inspectors, provide the right forms, and assign corrective work from inspection findings. [Explore](https://www.skedulo.com/use-cases/inspections-forms/) ### Asset Management Schedule maintenance and repairs with the asset history attached, then record condition and follow-up. [Explore](https://www.skedulo.com/use-cases/asset-management/) ### Communication & Messaging Message teams about jobs and shifts, with work records available in the conversation. [Explore](https://www.skedulo.com/use-cases/communication-messaging/) ### Don't see your use case? Tell us what your teams need to do. We'll help you shape the records, workflows, and mobile experiences to support them. [Book a Demo](https://www.skedulo.com/book-a-demo/) _Related_ ## Explore Skedulo by product and industry. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Inspections & Safety](https://www.skedulo.com/industries/inspections-safety/) ## Frequently Asked Questions ### What can Skedulo be used for? Skedulo is a frontline operations platform used for field service, installation, home appointments, customer self-scheduling, shift rostering, time and attendance, workforce management, task management, inspections and forms, asset maintenance and team messaging, all on one set of job, shift and worker records. Teams can start with one use case and add others on the same platform. ### Do I need a separate product for each use case? No. Use cases describe the work, not separate products. Field covers jobs, routes and dispatch, and Shift covers rosters, coverage and approved time. The Mobile App, Forms & Checklists and Messaging support the people doing the work. Which products you need depends on the mix of field and shift work you run. ## Let's talk about your operation. We'll help you shape the scheduling, mobile work, and supporting processes your operation needs. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Industries](https://www.skedulo.com/industries-directory/) --- --- url: "https://www.skedulo.com/industries/public-sector/" type: "page" title: "Public Sector Scheduling Software for Field Teams | Skedulo" description: "Turn service requests into completed work. Schedule government field staff and crews by role, credential and district, keep residents updated, and sync records." --- # Public service requests, scheduled for the field. Allocate qualified staff and crews to inspections, maintenance and service visits. Field teams can access request details on Mobile and return results to connected agency systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Supervisor walking works site with tablet, checking layout](https://assets.skedulo.com/uploads/hub-heroes/hub-public-sector-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - American Red Cross - Mainmark - DHL - Kaiser Permanente - AWP Safety - Vision Australia _Tempo_ ## Work through the service queue with Tempo. Ask Tempo about waiting requests, review assignments and prepare schedule changes with coordinators. Available records, actions and approvals depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a request spike for the City of Alder Creek: pothole requests triple after the thaw, 19 of 86 are on arterial streets with a 24-hour standard, and every street crew is booked. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the 311 requests, the crews' schedules and the service standards, and the context panel opens on the requests and the crews' week. Tempo weighs three ways to catch up by requests late and moves the crack-sealing crew to potholes; it asks Hector Salinas, moves Elm Avenue's sealing and texts everyone who reported._ _Why this is hard_ ## Requests can stall between departments. A service request is logged, but a crew hasn't been assigned. An inspection is finished, but the person who requested the service is still waiting for an update. ### Requests wait for an assignment A request reaches the right department, but nobody has scheduled the staff or crew to carry it out. _Illustration: Skedulo work card for JOB-4809, Wed 13 Aug, 9:00 AM - 1:30 PM, still Pending dispatch: a rose exception reads Scheduling overlap - Andre is on job #4807 until 11:30 AM, above the job, a rooftop package unit install, and its crew of three, not yet dispatched._ ### Available staff may not meet the requirements Qualifications, required licenses, location, and existing assignments can all limit who’s available to take the next job. _Illustration: Skedulo requirements card for Kevin Maszaros, Support Worker, 24 of 30 hours booked: Support Worker registration and First Aid certificate are ticked; Police check is not - renewal due before this shift._ ### People wait for updates on completed work The visit is finished, but the person who requested the service is still waiting to hear whether it was resolved. _Illustration: Skedulo card for a quarterly site inspection: Salesforce work order 00012345, New, becomes JOB-4803 in Skedulo, pending allocation. The job is dispatched on Wednesday at 8:04 AM and the work order reads Scheduled; the job completes at 5:21 PM and the work order reads Completed, back in Salesforce._ ### Records take time to piece together Forms, photos, and visit notes sit in separate places, making review, follow-up, and reporting back to the requester harder. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field whose empty tile turns rose and reads Required to submit._ ### The backlog is hard to prioritize Managers need request age, urgency, and available staff in view before deciding what to schedule next. _Illustration: Skedulo Analytics tile: 11% of the North region's jobs started late, up 5 points, with a column of jobs for each of the four weeks to 13 August - on time in blue, late starts in amber on the floor of each column, cancellations in grey on top. The late starts climb from 7 to 10, 13 and 18 while completed jobs hold near 110 a week._ _How it runs_ ## The service-request workflow. _[ 01 ]_ ### Request details Record the location, service needed, and responsible department. _Illustration: Skedulo card for the Microsoft Dynamics 365 integration on a pale blue well: the Dynamics 365 logo, Connected, 2 data flows. Work order 72514, from a customer case, comes in from Dynamics 365 in real time and becomes JOB-4897 in Skedulo with its best match, Doug Lindqvist. Then the booking goes back: Doug Lindqvist, Friday at 9:00 AM, as a booking in Dynamics 365._ _[ 02 ]_ ### Priority & requirements Review urgency, service commitments, required skills, and access details before assigning work. _Illustration: Skedulo scheduling for JOB-4803, Wed 13 Aug, 4:00 - 6:00 PM. Needs: Confined space entry, the 4:00 - 6:00 PM window, Denver Metro. Who can do it: Gloria Benitez, best match - confined space entry, free from 3:30 PM, 27 minutes away, Denver Metro; Doug Lindqvist busy until 4:15 PM; Aaron Feldman busy until 4:30 PM. Assign Gloria is pressed and the job reads Pending dispatch, assigned by Mark Doherty._ _[ 03 ]_ ### Staff & crew allocation Match qualified staff to the work, accounting for availability, travel, and existing assignments. _Illustration: Skedulo best-match card on a pale blue well for JOB-4821, Wed 13 Aug, 2:00 PM: Gloria Benitez ranked first with a 96 match on a pale green row - her service skill and EWP licence, a gap from 1:30 to 4:30, ten minutes added to her route, 1.9 miles from her last job, in region - then Doug Lindqvist at 81, crossing territory, and Bridget Hanley at 64, her shift ending 3:30 PM, with Assign Gloria at the foot._ _[ 04 ]_ ### Mobile assignment details Share request details, site instructions, and the forms needed to record the visit. _Illustration: Skedulo web messaging card for the #north-region channel on a pale blue ground. Gloria Benitez asks at 2:05 PM: How do I get into the site? Leaving for Birch St now. Her message carries JOB-4821, Wed 13 Aug, 2:40 PM, which opens into the job: account, address 123 Birch St, window 2:40 - 4:10 PM, Gloria Benitez, Dispatched. Dana Pruitt answers: use the loading dock gate on Birch St, the code is 4417, and Helen will meet you at the dock._ _[ 05 ]_ ### Requester updates Update the person who requested the service and the teams involved when work is scheduled, delayed, or completed. _Illustration: Skedulo's workflow New booking follow-up, Active, running for JOB-4892 on a hatched ground: booked online, then Text the confirmation, Send pre-visit questions (5 questions by text), Wait until the day before and Text the reminder - each step checking off in turn as the run goes from Wed 8:46 AM to 5:00 PM, and the path reaching End._ _[ 06 ]_ ### Results & supporting records Send results, supporting evidence, and follow-up details to connected agency systems. _Illustration: Skedulo card on a pale blue well for JOB-4803, completed Wed at 5:21 PM, and its results going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _The segments_ ## Public-sector operations, by service. ### Local Government & Municipal Services Assign each request to a responsible team and track the work through completion. - Schedule staff or crews for the requested service. - Update the person who requested it when plans change. - Keep visit results and follow-up details with the request. [Explore](https://www.skedulo.com/industries/public-sector/local-government-municipal-services/) ### Public Works & Utilities Plan crew assignments around job priority, required skills, location, and existing commitments. - Match crews to job requirements and site locations. - Review existing assignments before adding urgent repairs. - Record completed work and follow-up needs against the asset or work order. [Explore](https://www.skedulo.com/industries/public-sector/public-works-utilities/) ### Public Safety & Emergency Services Assign readiness checks and routine tasks, then track completion and follow-up. - Schedule support staff around role requirements and availability. - Assign readiness checks and track completed tasks. - Record issues and assign follow-up to the responsible team. [Explore](https://www.skedulo.com/industries/public-sector/public-safety-emergency-services/) ### Permitting, Licensing & Field Inspections Connect inspection appointments, field findings, and application records. - Schedule visits around inspector qualifications and site availability. - Capture findings and supporting evidence on mobile. - Share inspection results with connected permitting and licensing systems. [Explore](https://www.skedulo.com/industries/public-sector/permitting-licensing-field-inspections/) _Pulse Platform_ ## Build around the way your agency works. Use our Pulse Platform to connect service requests, field assignments, and departmental reviews. Build the workflow your agency needs and integrate it with the systems that hold permit, case, or asset records. ### System of record Add fields or related objects for districts, service requests, permits, assets, and more alongside work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route a completed visit to the responsible department for review and assign any follow-up through configured workflows. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your public sector operation to citizen CRM, case, permitting, licensing, and GIS systems. Use integrations and APIs to bring request and work-order data into Skedulo and share status, completed work, and record updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create field forms and review views for staff, or customer-facing request and status experiences. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent staff, service work, locations, and their relationships in a shared operational model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Service priorities alongside staff capacity. See which requests are waiting, what they require, and who’s available to take the work. - **Assigned responsibility** — Keep the request, responsible team, and scheduled assignment connected. - **The service backlog** — Review request age, urgency, and staff availability before assigning work. - **Visit requirements** — Field teams can access the forms, site details and instructions required for the visit on Mobile. - **Request status** — See whether work is assigned, underway, waiting on another step, or completed. _Illustration: Skedulo web app open on JOB-4803, a quarterly site inspection at 1160 Pioneer Way, Denver, marked Complete: Wed 13 Aug, 4:00 - 6:00 PM with Gloria Benitez, the site checklist submitted with one failed check and a photo of asset AST-1152, a Permit record and a gate code. Beside it one activity list from every source: created from a Salesforce work order, the mobile checklist, a workflow approved by Wade Brennan creating follow-up JOB-4871, Tempo's Friday booking awaiting Mark Doherty's review, and the completed work sent to Finance._ _Mobile Frontline_ ## Keep field and office teams working from the same request. Share visit details on mobile and connect completed forms, photos, and outcomes to the service record. _Illustration: Skedulo mobile job completion page on an iPhone for a quarterly site inspection, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and Helen Pryor's signature lands. Complete job turns green, is pressed, and becomes a green notice: JOB-4803 complete at 5:21pm, the record is on the job._ ## How customers put Skedulo to work. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) _Explore further_ ## Connect scheduling with the rest of your team’s work. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) ### Roles - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Fairness in frontline scheduling](https://www.skedulo.com/learn/algorithmic-fairness/) - [California's COVID-19 vaccine scheduling](https://www.skedulo.com/blog/california-selects-skedulos-high-capacity-scheduling-for-covid-19-vaccine-administration/) ## Frequently Asked Questions ### What platforms support mobile-first operations for government field staff? Government field teams usually run on two layers: a system of record for permits, cases or assets, and a workforce layer that schedules staff and gives them the job on a phone. Skedulo is the workforce layer. It assigns requests by role, credential and district, puts forms and site details on mobile, and sends results back to the system of record. ### What is public sector field service management? It is the work of turning a resident request, permit inspection or maintenance need into a scheduled visit, completing it in the field, and closing the record. The difficult parts are matching qualified staff, keeping the requester informed, and keeping records in sync between departments. Skedulo handles scheduling, mobile completion and status updates. ### Can agencies match assignments by district, role, credential or equipment? Yes. Work can carry district, role, qualification and equipment requirements, and scheduling uses them to find eligible staff, with vehicles or equipment scheduled alongside them. Your agency defines the assignment rules and maintains the staff records the matching uses. ### Can Skedulo keep residents and applicants updated on their request? Yes, through configured text messages. Agencies can set up SMS confirmations, reminders, delay notices and completion updates triggered by the status of the work and their own recipient rules, which cuts down on status calls once a visit is done. ### Can departments keep their existing systems? Yes. Configure integrations to bring the necessary permit, case, or asset details into scheduling and return field results. Our Pulse Platform also lets you build shared processes across departments without moving every record out of its current system. ### What security or compliance standards does Skedulo meet for government use? Skedulo makes its SOC 2 Type II and HIPAA/HITECH assessment reports available under NDA. Review the current evidence, deployment arrangements, and contractual requirements with your security team; confirm any government-specific authorization directly with Skedulo. ## See Skedulo for your agency's field services. Explore scheduling, Mobile and service workflows around the requests your teams handle, alongside the systems you need to keep. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/industries/telecommunications/" type: "page" title: "Telecom Field Service Scheduling Software | Skedulo" description: "Schedule telecom technicians by skill, equipment and access window, balance outage repairs against installs, and capture test results on mobile." --- # Telecom field scheduling, from installs to repairs. Plan customer installations, network maintenance and urgent field repairs around technician skills, access and travel. Keep appointment details and service records available to dispatch and Mobile teams. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Two techs feeding blown-fiber tube from drum toward the pit](https://assets.skedulo.com/uploads/hub-heroes/hub-telecommunications-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - American Red Cross - Connexin - Rocket Fiber - DHL - Kaiser Permanente - Vision Australia _Tempo_ ## Work through telecom assignments with Tempo. Review the field schedule, ask about waiting work and prepare assignment changes with Tempo. Available records, actions and approval steps depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an install readiness gap from its issue: the afternoon before a business fiber install at Pioneer Health Systems' Birch St clinic, the order has no access details for the locked basement telecom room. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the order, the site record and the contacts, and the context panel opens on the install's readiness and the time left. Tempo picks an escort from facilities manager Helen Pryor; once the dispatcher starts the plan it emails Helen, adds the access details to the job and confirms the visit._ _Why this is hard_ ## Outage response puts planned field work under pressure. An outage needs a field response while installations and maintenance are already scheduled. Dispatchers need to know which teams can respond and what happens to the work they leave behind. ### Installs may not be ready to start The technician arrives, but site access or required equipment hasn’t been arranged. Dispatchers need readiness details before sending someone to the job. _Illustration: A Skedulo group message between dispatcher Mark Doherty, technician Gloria Benitez and Odette Ferreira from customer care: Mark asks whether everything is set for the 2:40 visit at Pioneer Health, Odette confirms the site contact Helen will meet Gloria at the dock, and Gloria says she will message when she is 15 minutes out. A message box waits below._ ### Jobs need different technical skills A customer installation, a tower visit, and a network repair can require different skills and equipment. Availability alone doesn’t tell dispatchers who can take the job. _Illustration: A Skedulo scheduling objectives card, marked Active: three objectives in ranked order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules every assignment must meet: licensed for the job type and within 25 miles of home base, both on, with overtime to close a gap left off._ ### Customers need to hear about changes A job runs long or a technician is reassigned, but the customer still expects the original arrival time. Dispatch and customer updates need to stay connected. _Illustration: A Skedulo current job card flagged 26 minutes over: job #4821 at 123 Birch St, its window today 2:00 - 3:30 PM, with technician Gloria Benitez - a visit running long while the customer still expects the original time._ ### Repair priorities differ by team Network teams know which faults need attention first. Dispatchers need that priority alongside technician skills, location, and availability to assign the field response. _Illustration: A Skedulo best match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 1.9 miles from her previous job, then Doug Lindqvist at 81, whose route would cross territory, and Bridget Hanley at 64, whose shift ends at 3:30 PM - candidates ranked by skills, location and availability together._ ### Commitments at risk are hard to see Late-running visits, unfinished repairs, and follow-up work can sit in separate updates. Dispatchers need the full picture to decide what to reassign and who to notify. _Illustration: A stack of Skedulo Tempo context cards: on top, technician Gloria Benitez on Interstate 25 at Alameda Avenue, a street map with a crash marker at the interchange and her photo just south of it. Under the map, the two impacted jobs, JOB-4821 and JOB-4803, and a warning that she is nearing overtime at 7 hours 34 minutes of 8 - one delay putting the rest of her commitments at risk._ _How it runs_ ## The telecom field-service workflow. _[ 01 ]_ ### Orders & repair requests Bring installation orders, maintenance plans, and requests for on-site repairs into scheduling, with the job details and required timing. _Illustration: Salesforce work order 00012345, New, as the integration reads it: created Mon 11 Aug at 9:12 AM, the subject Quarterly node inspection for Pioneer Health Systems at 1160 Pioneer Way, Denver, work type Site check, priority Medium, a raw start date, 2 hours, the Denver Metro territory and site contact Helen Pryor. Its fields land one by one, then the real-time event goes from Salesforce to Skedulo and the panel shows it received._ _[ 02 ]_ ### Readiness & service priority Review access arrangements, equipment requirements, and any required permits. Use the service priority supplied by your operations team to plan the visit. _Illustration: Skedulo's API console: a GraphQL query for JOB-4803 asks for its location's gate code and its permits, and the response returns 200 in 198 milliseconds - gate code 4417 from a custom field and permit PTW-2026-0884, expiring 2026-08-15, from a custom object._ _[ 03 ]_ ### Skills, crews & routes Match job requirements to available technicians or crews. Account for recorded qualifications, equipment needs, travel time, and the appointment or site-access window. _Illustration: A Skedulo job card for a tower antenna swap and alignment, JOB-4809, Wed 13 Aug from 9:00 AM to 1:30 PM in the North region: four skill tags - tower climbing, height rescue, RF safety and rigging - and the site's own condition, a tower access permit with a landlord escort at the gate. Two crew slots wait, lead climber and climber, and seven technicians stand along the foot. The Balanced Utilization recipe finds 2 of 7 match every requirement; Aaron Feldman and Andre Bassett take their rings and fill the slots._ _[ 04 ]_ ### Mobile job details Provide site details, service history, instructions, and forms on mobile. Technicians can record test results, photos, and work that needs follow-up. _Illustration: Skedulo mobile on an iPhone at 4:09, the app bar reading Quarterly node inspection, JOB-4803 for Pioneer Health Systems: the job opens on a map of the site with its pin, In progress, Wed 13 Aug 4:00 - 6:00 PM at 1160 Pioneer Way, Denver, then the forms matched to this job's type and the technician's team land under Forms: the node checklist, marked Required before completion, and an optional toolbox talk record._ _[ 05 ]_ ### Reassignment & customer updates When urgent repairs or absences change the schedule, review affected jobs, reassign suitable teams, and notify customers or site contacts of revised timing. _Illustration: A Skedulo mobile thread lifted out of the crew channel: technician Gloria Benitez at 9:06 AM is running about 40 minutes behind on job #4821 because the parkway is banked up and asks to shift the 2pm; dispatcher Mark Doherty answers at 9:44 AM, done, the window is now 2:40 - 4:10, marked Schedule updated._ _[ 06 ]_ ### Results for connected systems Send job results and follow-up details to connected network, customer, or billing systems through configured integrations. _Illustration: A Skedulo card for JOB-4803, completed Wed 5:21 PM, sending its results to connected systems: the job status to Salesforce, marking the work order Completed at 5:21 PM; the completed work to Finance for invoicing; and the approved hours, Gloria Benitez 7.25 hours, to Workday - each row ticking as it is sent until all 3 are sent._ _The segments_ ## Telecom field operations, by service. ### Fiber & Broadband Installation Installation appointments depend on customer access, the required equipment, and a technician with the right skills. - Review access and equipment requirements before dispatch. - Schedule technicians around skills, territory, and appointment windows. - Record installation results, photos, and any remaining work on mobile. [Explore](https://www.skedulo.com/industries/telecommunications/fiber-broadband-installation/) ### Wireless & Tower Field Services Tower and wireless-site work can require several crew roles, specific qualifications, and coordinated access. - Match crew members to recorded role and qualification requirements. - Coordinate multi-person assignments within the site-access window. - Give crews site instructions and capture work records and findings. [Explore](https://www.skedulo.com/industries/telecommunications/wireless-tower-field-services/) ### Network Maintenance & Outage Response Planned maintenance and urgent repairs need field teams with the skills and access required for the affected site. - Use priorities from network operations to plan field assignments. - Review skills, availability, and travel when dispatching repairs. - Track job progress and follow-up against the required response timeframe. [Explore](https://www.skedulo.com/industries/telecommunications/network-maintenance-outage-response/) ### Customer Premises Service Appointments Visits to homes and business premises need suitable technicians, clear access details, and timely updates when schedules change. - Confirm appointment details and notify customers when timing changes. - Match technician skills to the installation or service job. - Capture job notes, results, and any next steps on mobile. [Explore](https://www.skedulo.com/industries/telecommunications/customer-premise-service-appointments/) _Pulse Platform_ ## Build telecom field operations on our Pulse Platform. Use our Pulse Platform to connect service orders, crew assignments, and field-result reviews. Build the workflows your operation needs and integrate them with customer, network, and billing systems. ### System of record Add fields or related objects for service orders, network sites, equipment, access arrangements, and more alongside work and people records. [Explore Pulse Platform](https://www.skedulo.com/platform/) _Illustration: A light line drawing of Skedulo records as white isometric card stacks floating over a faint grid: Jobs at the centre, joined by short lines to Workers, Locations, Customers, Shifts, Skills and Availability. A new field draws onto the Jobs record in blue, and two custom objects marked with a plus, Assets and Sites, drop into place and connect._ ### Workflows and automation Route incomplete test results for review and assign the next field task through a configured workflow. [Explore Workflow](https://www.skedulo.com/platform/workflow/) _Illustration: A light line drawing of a workflow on a dotted canvas headed Route urgent jobs, Running. White cards for each step: Trigger, Job created; a decision, Urgent?; Action, Auto-assign; Message, Notify crew. A blue line draws along the path as a dot runs it and each card lights. The No branch to an Approval card, Review, stays grey._ ### Integrations and APIs Connect your telecommunications operation to OSS/BSS, CRM, GIS, and inventory systems. Use integrations and APIs to bring order and network data into Skedulo and share appointments, completed work, and billing updates. [Explore Integrations](https://www.skedulo.com/platform/integrations/) _Illustration: A light line drawing of a white API hub at the centre of two faint dashed orbits, wired by rounded lines to four white logo chips: Workday, Salesforce, ServiceNow and ADP. The wires light in blue and small blue packets travel along them in both directions._ ### Experiences built around your business Create dispatch views for installation readiness and mobile forms for the results technicians need to record. [Explore Extend & Customize](https://www.skedulo.com/platform/extend-customize/) _Illustration: A light isometric line drawing of a phone lying flat on a faint grid, its screen laid out in white cards with one slot empty. A lattice tower crane beside it carries a card along its jib, lowers it into the empty slot, where it settles in blue, and lifts clear._ ### The Frontline Continuum Represent technician assignments, crew work, service orders, and their site relationships in a shared model. [Explore AI](https://www.skedulo.com/platform/ai/) _Illustration: A light line drawing of a circular loop around a central core, with five white stations, each with a small icon: Plan, Schedule, Execute, Capture and Analyze. Arrows mark the direction. A blue pulse runs once round the loop, drawing it in blue and lighting each station as it passes._ _Value_ ## Repair priorities and booked appointments, considered together. Dispatchers can compare qualified technicians, current assignments and travel before reallocating work. Site-readiness details help identify visits that cannot yet proceed. - **Technician readiness** — Review required skills, equipment, and site access before the visit, and give technicians the job details they need. - **Repair priority & capacity** — Use priorities from network operations alongside technician skills, location, and availability to plan the response. - **Routes & access windows** — Group work by territory and account for travel time, customer appointments, and site-access windows. - **Field results** — Capture test results, equipment details, photos, and follow-up notes against the job on mobile. _Illustration: A Skedulo web app window on a hatched ground: an Analytics chart of the North region's travel per job, flat for weeks then climbing to 46 minutes in the week ending 13 Aug, up 23%. Below, a Mastermind optimization recipe - minimize travel and keep promised windows set to High, balance workload Medium - and its result for the next schedule: travel per job down 15% to 39 minutes and utilization up 4 points to 82%, with Apply ready._ _Mobile Frontline_ ## Site details, test results and sign-off on Mobile. Technicians can see customer or network-site details, work instructions, and forms before they start. Capture test results, photos, and any required sign-off, then flag work that needs another visit. _Illustration: Skedulo mobile on an iPhone, the app bar reading Quarterly node inspection, JOB-4803 for Pioneer Health Systems, open on the node checklist at step 3 of 5 in the level 3 comms room: the alarm panel check passes, the room temperature is typed in as 78 F and reads In range, then Batteries hold on load test is marked Fail for AST-1152. The fault photo it requires lands, and a green note confirms the follow-up: JOB-4871 to replace the batteries, assigned to Aaron Feldman for Fri 15 Aug._ ## How customers put Skedulo to work. ### $170K — Annual savings > “Finding an extra 20-25 hours in the schedule saved me that money.” > > — [CWPS](https://www.skedulo.com/customers/cwps/) ### 2x — Workforce grown year over year > “We can now offer a greater customer experience, as well as a greater work experience for our scheduling teams and our engineering teams.” > > — [Connexin](https://www.skedulo.com/customers/connexin/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) _Explore further_ ## Explore tools for telecom field teams. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Installation](https://www.skedulo.com/use-cases/installation/) ### Roles - [Frontline Workers](https://www.skedulo.com/solutions/frontline-workers/) - [Workforce & HR Leaders](https://www.skedulo.com/solutions/workforce-leaders/) ### Guides & Articles - [What is field service management?](https://www.skedulo.com/learn/field-service-overview/) - [Technology in the UK telco industry](https://www.skedulo.com/blog/technology-is-transforming-the-uk-telco-industry/) ## Frequently Asked Questions ### Can Skedulo schedule telecom technicians by skill, certification, and equipment? Yes. Scheduling accounts for recorded skills, certifications, availability, equipment requirements and location when assigning installs, maintenance and repairs. A job can require specific skill tags, so only technicians who hold them are eligible, and your configuration decides which requirements apply to which work. ### How do telecom teams balance outage repairs against booked installs? Network operations sets the repair priority. Dispatchers then review suitable technicians and their existing appointments before reallocating work and notifying affected customers. Tempo can help prepare the options and updates available in your setup. ### Can customers receive appointment and delay updates? Yes. Teams configure SMS messages as triggered actions tied to appointment and job status, so customers get a confirmation, arrival updates and a delay notice when timing changes. Your team decides which messages go out and when. ### Can telecom technicians record test results and complete job forms on mobile? Yes. Technicians record test results, readings, photos, notes and required signatures in mobile forms. At sites with poor coverage, actions documented to work offline are saved on the device and sync on reconnect, and sharing results with network or customer systems depends on the integration you configure. ### Does Skedulo replace our ISP billing or OSS/BSS platform? No. Billing and OSS/BSS platforms keep subscriber accounts, service orders, network inventory and invoicing, and they stay the system of record. Skedulo schedules the technicians and records the field work, then connects through integrations such as Salesforce and Zendesk, or through its REST and GraphQL APIs and webhooks for OSS/BSS, GIS and billing platforms. ### Can we build around our own field processes? Yes. Build readiness reviews, specialist handoffs, and result-review workflows on our Pulse Platform. Configure integrations with network and customer systems so the field process uses the relevant data and returns the work results. ## See Skedulo for telecom field operations. Walk through installation scheduling, crew assignments and mobile service records with the requirements of your network and customer visits. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/industries/nonprofit-volunteer-scheduling/" type: "page" title: "Nonprofit Volunteer Scheduling Software | Skedulo" description: "Nonprofit volunteer scheduling software for staff and volunteers. Plan shifts and events, match by training and availability, and share schedules on mobile." --- # Nonprofit and volunteer scheduling software. Skedulo, the platform for frontline operations, helps you schedule staff and volunteers across recurring programs, community services and events. Match people by role, training and availability. Share assignments and changes through Skedulo Mobile, our app for frontline teams. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Health educator preparing table of materials before seniors' session](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-health-public-health/cph-07-a.webp) ## Trusted by nonprofits and community service teams. - American Red Cross - Easterseals - Vision Australia - Western Reserve Area Agency on Aging - Sylvanvale - MSWA _Who it's for_ ## For the teams behind every program. Program managers, coordinators and the people on shift each need a different view of the same schedule. _Runs the operation_ ### Program manager Know which programs have the people they need and where you still need cover. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Team coordinator arranging caseload board with blank cards](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/social-support-case-management/scm-10-a.webp) _Plans the work_ ### Volunteer coordinator Arrange cover when a volunteer's availability changes. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Program coordinator checking schedule on phone beside community center bulletin board](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-health-public-health/cph-09-a.webp) _Does the work_ ### Staff and volunteers See where to be, when, and what each shift involves, then record attendance and notes. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Outreach case manager loading resource boxes into hatchback](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/social-support-case-management/scm-05-a.webp) _How it runs_ ## Volunteer scheduling, from program plan to attendance record. _[ 01 ]_ ### Recurring shifts and events Use saved templates to plan staffing for recurring shifts, daily services and one-off events. Set the roles and number of people needed. _[ 02 ]_ ### Matching staff and volunteers Match people to each shift by role, training, availability and location before you assign them. _[ 03 ]_ ### Open shifts Offer open shifts to staff and volunteers who meet the shift requirements, and see who accepts. _[ 04 ]_ ### Publish and notify Publish the schedule and notify everyone on it. Coordinators can update assignments when plans change. _[ 05 ]_ ### Assignments on Mobile Staff and volunteers see where to be, when, and what the shift involves on Skedulo Mobile. _[ 06 ]_ ### Attendance and records Record staff and volunteer attendance and session notes on mobile. Use those records to report on delivery. _The Toolkit_ ## Coverage, changes and attendance in one plan. ### Requirements checked before you assign Check recorded training, certificates and scheduled hours against the shift's requirements. ### Cover when plans change When someone can't make a shift, review who is free and qualified to cover it. ### Coverage in view See which shifts are covered this week and where you're still short. ### Open shifts filled Offer open shifts to eligible people and track how many are accepted. ### Attendance against the schedule Attendance records show who started on time, who was late and who was absent. ## How American Red Cross brought staff and volunteer instructor scheduling together. - **Before** - Instructor, course and customer data were split across a CRM, a learning management system and spreadsheets. - Each region managed its own instructors separately in spreadsheets and email. - **With Skedulo** - Full-time, part-time and volunteer instructors scheduled in one system on Salesforce. - A real-time view of how many hours each instructor is scheduled for the month. - **Results reported by American Red Cross** - 31% reduction in instructor underutilization. - 30% lower cost of scheduling. - 43% less time to schedule. - The published story covers Training Services and its implementation of Skedulo alongside Salesforce and a learning management system. > Now, Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we've improved utilization and reduced costs significantly. > > — Joe Zito, Vice President of Information Technology, American Red Cross - **31%** — reduction in instructor underutilization reported by American Red Cross [Read Story](https://www.skedulo.com/customers/american-red-cross/) ## Frequently Asked Questions ### What is nonprofit scheduling software? Nonprofit scheduling software plans who works when and where across paid staff and volunteers. Skedulo schedules recurring shifts, events and appointments, matches people by role, training and availability, and puts each assignment on their phone. Coordinators can see which shifts need people and update assignments when plans change. ### Can Skedulo schedule volunteers and paid staff together? Yes. Staff and volunteers sit in the same schedule, each with their own roles, training and availability. American Red Cross schedules a mobile workforce of more than 1,250 full-time, part-time and volunteer instructors with Skedulo. ### How does volunteer shift scheduling work in Skedulo? Create shifts from templates or recurring patterns and set the roles each one needs. Then assign qualified people or offer open shifts to eligible staff and volunteers. Publishing the schedule notifies everyone on it, and coordinators handle swaps and cover requests when someone can't make it. ### Can Skedulo schedule home visits and community appointments? Yes. Skedulo schedules appointments at a client's home or in the community as well as shifts at a site, with travel time and the appointment window in view. Skedulo's published Easterseals Northern California story describes an operation with 6,000 monthly appointments and 400 mobile practitioners. ### Does Skedulo work for charities and not-for-profits outside the US? Yes. In Australia, Moriarty Foundation schedules its football programs across 19 communities in the Northern Territory, Queensland and New South Wales, and IDSS rosters nurses, community care and support workers across its Queensland hubs. In New Zealand, Reconnect NZ uses Skedulo to assign caregivers and youth workers to appointments. ### Can Skedulo help us report on program delivery to funders? Skedulo can bring session, assignment and attendance records together to support program-delivery reporting. Moriarty Foundation reports on more than 1,000 sessions each quarter or school term, for over 2,000 children in its football program. Confirm which fields and reports your funders require during setup. ### Does Skedulo connect to Salesforce and our other systems? Yes. American Red Cross and Reconnect NZ run Skedulo with Salesforce. Configured integrations and APIs can connect scheduling with your CRM, HR and payroll systems. Confirm the supported systems, records and update timing during setup. _Customer Stories_ ## Nonprofits running their programs on Skedulo. _Staff and volunteer scheduling_ ### American Red Cross Full-time, part-time and volunteer instructors for Training Services, scheduled in one system on Salesforce. [Read Story](https://www.skedulo.com/customers/american-red-cross/) _Community programs and reporting_ ### Moriarty Foundation Coach schedules and participant attendance across 19 communities, with real-time data for reporting. [Read Story](https://www.skedulo.com/customers/moriarty-foundation/) _Home visits_ ### Easterseals Northern California Home and community-based behavioral health visits, scheduled for its mobile clinicians. [Read Story](https://www.skedulo.com/customers/easterseals-bay-area/) _Explore further_ ## More for your nonprofit teams. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Last Mile & Self-Scheduling](https://www.skedulo.com/use-cases/last-mile-self-scheduling/) ### Roles - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) - [Operations Leaders](https://www.skedulo.com/solutions/operations/) ### Guides & Articles - [Smart scheduling for frontline work](https://www.skedulo.com/learn/smart-scheduling-frontline-workers/) - [Improving volunteer management](https://www.skedulo.com/blog/how-mobile-workforce-management-can-improve-volunteer-management/) ## See how Skedulo fits your nonprofit. Bring your programs, volunteer numbers and coverage needs to a demo, and we'll show you how scheduling and Skedulo Mobile fit around them. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/industries/ndis/" type: "page" title: "NDIS Rostering & Scheduling Software | Skedulo" description: "Roster NDIS and disability supports around participant routines. Match support workers on skills, preferences and continuity, and record supports on mobile." --- # Roster NDIS supports around participants and their routines. Plan SIL shifts, in-home supports and community access on one schedule. Match support workers on skills, recorded checks, participant preferences and continuity, and give them participant details, tasks and forms on mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Support worker gardening with wheelchair user at raised accessible garden bed](https://assets.skedulo.com/uploads/hub-heroes/ndis-hero-photo-v1.webp) ## Trusted by disability support providers. - CPL - Choice, Passion, Life - Sunnyfield - Synapse - Sylvanvale - Mercy Connect - Maple Community Services _Who it's for_ ## Participant rosters, from templates to completed supports. Supported independent living shifts, in-home support and community access can draw on the same support workers. When someone calls in sick, the replacement needs the required skills and current checks and should be someone the participant knows where possible. _Runs the operation_ ### Operations manager Reuse templated rosters instead of rebuilding each roster period from scratch. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop, a colleague passing behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-ndis-runs-20261009a.webp) _Plans the work_ ### Rostering coordinator Find a replacement with the right skills and current checks, ideally someone the participant knows. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Office worker on a mobile phone call using a laptop at an office bench](https://assets.skedulo.com/uploads/photo-library/stock/persona-ndis-plans-20261009a.webp) _Does the work_ ### Support worker Get shifts, participant details, alerts and forms in Skedulo Mobile before each support. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Staff member pointing down the street beside a teenager at a bus stop](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/disability-supported-living/dsl-06-a.webp) _How it runs_ ## From participant plan to rostered supports and recorded time. _[ 01 ]_ ### Participant routines & support requirements Turn recurring supports, SIL shifts and community access into rostered work, with participant needs, required skills and routines attached. _Illustration: Skedulo roster panel before publish: the period 1 - 28 Mar 2026 for Springwood house, a Supported Independent Living house in Logan, marked Draft; a week strip Sat 1 to Fri 7 with three dashed shift cells a day - morning green, afternoon blue and the sleepover purple - two amber Open cells on Sat 1, a rose double-booking on Mon 3 and a cyan Offer cell on Fri 7; under it the checks, each with its alert - Sat 1 two unassigned morning shifts, Mon 3 Doug Lindqvist double-booked, Fri 7 one shift under offer - and Publish held beside 3 to resolve_ _[ 02 ]_ ### Skills, checks & continuity Match support workers using skills, recorded checks, participant preferences, relationship history, location and availability, from shared or separate staff pools. _Illustration: Skedulo best-match card for community access visit VISIT-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 3.1 km from her last visit, #4830; then Doug Lindqvist at 81, 26 minutes added and new to Liam, the participant; and Bridget Hanley at 64, 38 minutes added with her shift ending at 3:30 PM_ _[ 03 ]_ ### Published support rosters Support workers receive shifts, participant details, tasks, forms and notes on mobile. _Illustration: Skedulo mobile Upcoming shifts panel with View schedule: Sunday 2 March, 6am - 2pm, Springwood house; Wednesday 5 March, 10pm - 6am sleepover, Springwood house; and Thursday 6 March, 2pm - 10pm, Daisy Hill house_ _[ 04 ]_ ### Replacement options Coordinators compare eligible support workers with continuity, travel, participant impact and overtime visible before approving a change. _Illustration: Skedulo roster change card headed Move Doug Lindqvist, Mon 3: the support worker's morning shift (6am - 2pm, dashed) moving to the afternoon (2pm - 10pm), an arrow between. Under it the impact, evaluated before confirming, in three blocks: Cost +$46, 2h overtime at 1.5x; Award, min break 10h is 16h, Pass in green, and max weekly 38h would be 40h, Warn in amber, the block turning amber; Approval routes to Jen Alvarez, Rostering Manager. Then Cancel and a primary button that re-labels from Confirm to Request approval_ _[ 05 ]_ ### Support records & time Support workers record notes, incidents, completed supports, time and travel during the shift. _Illustration: A Skedulo card reconciling support worker Kevin Maszaros's Sat 1 Mar afternoon as three layers on one time axis from 2 pm to 10:30 pm, each with its sum on its caption line: Shift 8h 08m over the grey 2:00 - 10:00 pm bar with the break notched out; Supports 6h over two blue bars, Liam's outing 2:15 to 5:30 and Evening care 7:00 to 9:45; Tasks 3 of 3 over three green ticks, named under the axis with their times - Travel, 18 km at 5:30 pm, Incident report at 7:30 pm, Progress notes at 9:45 pm_ _[ 06 ]_ ### Client & workforce system integration Integrations share completed supports, time, travel and exceptions with your client management, award interpreter, payroll and reporting systems. Billing and NDIS payment requests stay in the systems you already use for them. _Illustration: A Skedulo card of approved time for 1 - 7 Mar: at the top a lock tile, 97 records, 800 h, approved and locked Fri 7 Mar; a thin line runs down from it and branches into three systems under it, each with a tile, a name, what it takes and its sync status - Award interpreter, 800 h and 412 km of travel; Billing, the supports delivered; Finance, labour cost for Logan - each with a green Synced pill, the branches traced in blue, and on the card's floor a green line: Shared with 3 systems, 5:04 pm_ _Tempo_ ## Work through roster changes with Tempo. Tempo helps coordinators prepare assignments and work through changes to supports. Available records, actions, and approvals depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a support worker's sick call from its issue: Kevin Maszaros calls in sick for the 2:00 PM - 10:00 PM shift at Springwood house, a Supported Independent Living house in Logan, the shift that takes Liam to his 3:00 PM outing. The issue lands in red and becomes the task's header; Tempo reads the sick call, Liam's preferred workers and the SCHADS Award, and the context panel opens on the uncovered shift and the award's minimum engagement and paid travel. Tempo weighs three support workers, picks Gloria Benitez, whom Liam knows, rosters her and texts the house and Liam's mum_ _The Toolkit_ ## Plan and record participant support. ### One support schedule Plan SIL shifts, in-home supports and community access visits on the same schedule. _Illustration: Skedulo Publish complete dialog: a green notice, Published 56 shifts, everyone on the roster has been notified, and under Notices the three things the publish settled on one support roster, each with View - Sat 1, 2 morning shifts at Springwood still open; Mon 3, a community access visit moved to 10am; Fri 7, Gloria Benitez's in-home supports covered - then Ok_ ### Support worker matching Match on skills, recorded checks, participant preferences, continuity, location and availability. _Illustration: Skedulo shift scheduling card tracking an open-shift offer: Sat 8 Mar, Springwood house, a 2pm - 10pm afternoon shift for a Support Worker, unassigned and Under offer. The rule line reads Targeted - 4 eligible, first to accept, to the workers the residents know; three answer - Carol Ng seen, Gloria Benitez declined. Expand offer turns it to Broadcast - 9 eligible, widened to casuals and Daisy Hill house; Bridget Hanley accepts, Allocate puts her on the shift, the pill turns Allocated and a green line says 8 others were notified_ ### Roster changes with Tempo Prepare replacement options using recorded participant preferences, staff requirements, and availability. _Illustration: A diagram on a soft blue card. A blue-edged box, Secure Agent Environment, with a lock on its top edge, holds Tempo's mark wired to what it works from: Context, Memory and Tools. Below it two small cards point up into the box with arrows: Rules, a current Worker Screening Check and no overtime without approval; and Approval, Reassign SH-4841, approved by Mark Doherty._ ### Support details on mobile Give support workers participant details, alerts, tasks, forms and follow-up steps on mobile. _Illustration: Skedulo mobile shift handover form card: Evening routines at 9:30pm and Shower chair replaced are ticked done, Hoist battery low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, support worker Doug Lindqvist, with his photo_ ### Templated rosters Reuse proven roster patterns instead of rebuilding each roster period from scratch. _Illustration: Skedulo roster template calendar for March 2026: 1 to 14 March picked in blue as one block, and under it the template it is, Springwood fortnight - 14 days_ _Fits your systems_ ## Connect rostering with the systems behind it. Connect the support roster to client management, finance, and workforce systems. Agree where each record belongs and which updates the integrations should exchange. ### On Salesforce or standalone Run Skedulo natively on Salesforce, where it reads and writes your existing objects, or as a standalone system on the Skedulo Pulse Platform. _Illustration: Skedulo integrations card, Connected: the Skedulo mark in the middle of a small map, Salesforce (participants) and Workday (worker details) wired in on the left, Salesforce (support status) and Finance (billing) wired out on the right. A packet runs each wire in turn - participant records in, the support workers' hours and leave in, each support's status back to Salesforce and the completed supports on to Finance for billing - and each wire stays lit_ ### Client management and finance Completed supports, time and travel go back to your client management or finance system through integrations and APIs. The data exchanged depends on the integration configured for your implementation. _Illustration: Skedulo card for VISIT-4803, a community access visit completed Wed at 5:21 PM, and its records going out with nothing to export: the support status to the participant's service agreement in Salesforce at 5:21 PM, the completed support with 18 km of travel to Finance for billing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ ### Award interpreter and payroll Recorded shift times and travel go to your award interpreter and payroll system, which apply the SCHADS Award. Skedulo's Australian solution includes integrations with multiple award interpreter systems. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run with the SCHADS Award applied, 42 synced in 3.4 seconds. Then the completed supports: 186 this week to Finance as invoice lines ready to bill._ ### HR and Workday Worker records and availability can come from your HR system. Skedulo is a Workday Innovation Partner with a connector on Workday Marketplace. _Illustration: Skedulo card for the Workday integration: the Workday logo, Connected, 3 data flows. The 6:00 AM sync brings Gloria Benitez's leave for Fri 22 Aug from Workday and she shows unavailable in Skedulo, approved: 6 synced in 2.7 seconds. Then the hours go back: her approved Wednesday, 7.25 hours, reaches Workday time tracking in real time at 8:30 AM._ ## IDSS sees pending shifts, available staff and shift progress on one screen. - **Before** - Two earlier scheduling platforms, one "aged-care focussed and impossible to scale". - A lack of the audit and compliance management an NDIS-registered service relies on. - **With Skedulo** - Swimlanes show shifts pending allocation, available resources and the progress of each shift on a single screen. - Participant details and files sit in one central location. - **Outcome** - Support workers see health or other alerts, NDIS Plan goals and incident reports on mobile. - Group-based support workers mark off attendance in the app. > This reduces administrative time and the burden of our office staff's most time-consuming task: rostering. > > — Matthew Pallister, IDSS - **260** — staff serving more than 465 clients across a 700km radius (2022) [Read Story](https://www.skedulo.com/customers/idss/) ## Frequently Asked Questions ### Is Skedulo built for NDIS providers? Yes. Skedulo supports participant scheduling, rostering and support documentation for NDIS providers, and IDSS, a registered NDIS provider in Queensland, uses it to give support workers participant details, NDIS Plan goals and incident reporting on mobile. NDIS payment requests and plan budgets usually stay in your client management or finance system, which Skedulo connects to through integrations. ### Can Skedulo match support workers on screening checks, skills and participant preferences? Yes. Skedulo matches support workers using skills, recorded checks, participant preferences, relationship history, location and availability. NDIS Worker Screening Checks and first aid certificates can be recorded with expiry dates, so an expired record shows up before a shift is filled. Coordinators still confirm each worker's current screening status and suitability, and participant choice guides who delivers support. ### Can providers roster SIL shifts and community access visits together? Yes. Recurring SIL shifts, in-home supports, and community access visits can share a schedule. Coordinators review preferences, continuity, availability, and travel when assignments overlap. ### What can support workers see and record on mobile? Support workers get their shifts, participant details, tasks and forms in the Skedulo mobile app, and record notes, incidents and completed supports as they work. At IDSS, support workers see health or other alerts, NDIS Plan goals and incident reports, and can complete incident reports closer to the time of the incident. Group-based support workers also mark off attendance in the app. ### Does Skedulo handle SCHADS Award rules like broken shifts, sleepovers and travel between clients? Broken shifts, travel between participants and sleepovers carry SCHADS Award conditions, so a quick swap can change what the shift costs. Skedulo records shift times, travel and completed supports, and checks rosters against the workforce rules you configure. Award interpretation under the SCHADS Award, such as broken shift allowances and paid travel time, is handled by your award interpreter or payroll system. Skedulo's Australian solution includes integrations with multiple award interpreter systems. ### Does Skedulo run on Salesforce, or on its own? Either. Skedulo runs natively on Salesforce, reading and writing your existing objects, or as a standalone system on the Skedulo Pulse Platform, connected to your client management, HR and payroll systems through integrations and APIs. IDSS runs Skedulo on Salesforce and says that setup "allows for deeper customisation out of the box". ### How does Skedulo fit alongside client management? Use Skedulo for support scheduling and mobile work alongside your client and finance systems. Our Pulse Platform lets you add fields, related records, and workflows for the way your services operate. _Explore further_ ## Explore related products, industries and use cases. ### Products - [Tempo](https://www.skedulo.com/product/tempo/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) ### Use Cases - [Workforce Management](https://www.skedulo.com/use-cases/workforce-management/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) ### Roles - [Care Coordinators](https://www.skedulo.com/solutions/care-coordinators/) - [Schedulers & Dispatchers](https://www.skedulo.com/solutions/schedulers/) ### Guides & Articles - [Managing healthcare SLAs and contracts](https://www.skedulo.com/learn/managing-healthcare-slas/) - [Scheduling platforms for NDIS providers](https://www.skedulo.com/blog/what-ndis-providers-should-expect-from-their-scheduling-platform/) ## See how Skedulo fits your NDIS rosters. Talk with us about your participants' routines, SIL and community access rosters, and the systems you use for client records, award interpretation and payroll. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Shift](https://www.skedulo.com/product/shift-scheduling/) --- --- url: "https://www.skedulo.com/industries/energy-solar/commercial-utility-scale-solar/" type: "page" title: "Commercial & Utility-Scale Solar Crew Scheduling | Skedulo" description: "Schedule crews across solar project phases and zones, sequence dependent work, and track safety checks, punch lists and closeout evidence by site." --- # Schedule solar crews around project dependencies. Plan civil, mechanical, electrical and commissioning work with crew skills and site readiness in view. Track progress and outstanding work across project phases. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Installer torquing racking bolts at row end in midday glare](https://assets.skedulo.com/uploads/hub-heroes/commercial-utility-scale-solar-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Project dependencies belong in the crew schedule. Electrical and commissioning crews depend on work other teams finish first. Planners need those dependencies before moving dates, and project managers need progress back from site. _Runs the operation_ ### Project manager Track progress and outstanding work across civil, mechanical, electrical and commissioning phases. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in a hard hat and hi-vis vest holding a tablet beside rows of solar tracker racking](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-cus-runs-20261009a.webp) _Plans the work_ ### Crew planner Check which jobs a delay affects before committing crews to new dates. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a standing desk with timeline charts on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-hir-20261007a.webp) _Does the work_ ### Site crew Complete safety checks, photos and status updates in Skedulo Mobile while the site work is underway. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Two installers seating a solar module onto tracker racking](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-cus-does-20261009a.webp) _How it runs_ ## Solar field work, from planning to closeout. _[ 01 ]_ ### Site scope and milestones Each job carries its site, zone, phase and milestone context, alongside the work to be done. _Illustration: A Skedulo job panel for JOB-4821, an inverter replacement on unit 2, Wed 13 Aug, 2:00 - 3:30 PM, Gloria Benitez en route. Its details are open: a system service to swap the failed inverter, recommission it and verify export, urgency Normal, for the account Sunline Energy Co-op; resources and tasks folded below._ _[ 02 ]_ ### Site readiness Qualifications, access, equipment and prior work inform the plan. Project and safety teams confirm whether work can proceed. _Illustration: A Skedulo mobile checklist card, Hazards identified: live electrical equipment, working at height, confined space and manual handling, with live electrical equipment and confined space ticked in turn, a Mobile AI spark landing beside each answer it filled in_ _[ 03 ]_ ### Crew allocation Match crew skills, size, availability, and job dependencies to the planned site work. _Illustration: Skedulo Tempo comparing three technicians' afternoons inside Dana's window, 2:00 - 5:00 PM, to cover JOB-4841: at the booked 2:30 PM every lane is on a job - Gloria Benitez on an inverter swap until 3:30, Aaron Feldman on a rooftop install until 5:00, Bridget Hanley on a retrofit, then finished for the day. JOB-4841 lands in Gloria's lane at 3:45 PM: no one is free at 2:30, Gloria is from 3:30, so 3:45 keeps Dana's window, and Aaron isn't free until 5:00._ _[ 04 ]_ ### Progress from the field Capture mobile forms, photos, safety checks, and status updates on site. _Illustration: Skedulo mobile on an iPhone on a hatched ground: Gloria Benitez's annual system inspection, JOB-4803 for Sunline Energy Co-op. The status turns In progress at 4:09 pm, the roof anchor photo lands as evidence beside the permit, the site checklist comes back Pass with Actions with one failed check on AST-1152, and Submit checklist sends it at 5:16 pm._ _[ 05 ]_ ### Delays and revised assignments Review which crews and jobs depend on delayed work, then adjust their assignments and dates. _Illustration: A Skedulo panel on a hatched ground: JOB-4803's completion checks run when the site checklist is submitted at 5:16 PM - required steps 5 of 5, 2 photos, permit PTW-2026-0884 recorded, the site owner's sign-off by Helen Pryor - and the DC isolator check on AST-1152 fails. The exception is routed to Wade Brennan by the Failed check follow-up workflow, approved at 5:18 PM, and JOB-4871 is created to replace the DC isolator; the job is clear to complete._ _[ 06 ]_ ### Project closeout Completion records, open punch-list items and review status can pass to project, asset and finance systems through integrations. _Illustration: The Skedulo web app on the Job activity dashboard. Export opens a menu - Download CSV, Download PDF, Schedule email report - and Schedule email report is picked: a dialog over the dimmed app with Format PDF, Send weekly on Monday at 7:00 AM, and Dana Pruitt and Wade Brennan added to To. Save is pressed and a green notice confirms the weekly report is scheduled: Mondays, 7:00 AM, to Dana and Wade_ _Tempo_ ## Ask Tempo about the crew plan. Review assignments, investigate a delay or follow up on open work with Tempo. It uses your connected project records and the actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo re-sequencing a commercial rooftop solar job around the wind: gusts to 34 miles an hour are forecast at the Summit Corp warehouse tomorrow, and the crane booked to lift the modules to the roof won't lift over 20. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the forecast, the crane company and the job sequence, and the context panel opens on Thursday's site weather and the rooftop's phase plan. Tempo keeps both crews working; once started, it moves the lift to Friday at 6:00 AM, swaps Thursday's crews and emails the site contact, Tomas Berg_ _Solar operations_ ## Project detail for planners and field crews. ### Sites, zones and phases Extend job records with the site details and project fields your crews and planners need. _Illustration: A Skedulo configuration card for Location, a standard object: its fields as rows, Name and Address, then the dashed Add field row is pressed and becomes a new field - Gate code typed in, set to Text and tagged Custom. Under it, the Location block on JOB-4803's job page gains a line: Gate code 4417, marked as a custom field._ ### Crews and dependencies Plan crew skills and size against job requirements. Link dependent visits to reflect the order of the work. _Illustration: A Skedulo card of the technicians on job #4809, 3 of 4 filled: the crew leader, Aaron Feldman, tagged Crew leader and Dispatched, and two members - Andre Bassett, Dispatched, and Brooke Feeney, Confirmed._ ### Safety checks on Mobile Capture safety checks and photo evidence in the field. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start_ ### Punch-list follow-up Build workflows that turn findings into assigned tasks, with due dates and review steps before closeout. _Illustration: Small Skedulo automation builder card, Failed check follow-up, Draft: of three trigger kinds - Record change, Time and Recurring - Record change is picked, the trigger Site checklist submitted lands, and its edge draws down to the IF it checks, Any check failed, Then: Create a follow-up job. The card turns Active and a first run checks both steps green_ ### Revised crew plans See the affected assignments and dependent jobs when access, weather or unfinished work changes the schedule. _Illustration: Skedulo schedule card for Wed 13 Aug: Gloria Benitez's afternoon from 1 to 5:30 PM, and JOB-4821 on her lane turns rose, at risk. Tempo's recommendation lands under it - Gloria is running late to JOB-4821, move it to 2:30 PM - and the job slides to 2:30 PM, marked as the proposal; Mark Doherty approves and it settles there. Then Mastermind's recommendation lands: tomorrow's routes optimized, 51 minutes of travel cut for each technician_ ## See how ADT Solar scaled appointment scheduling. - **Before** - Manual scheduling across spreadsheets, emails, calls. - Reps limited to about 3 appointments a day. - **With Skedulo** - Automated, optimized scheduling by tier and skill. - Reps can adjust schedules live from the field. - **Outcome** - Average daily appointments doubled, from 3 to 6. - Booked appointments grew more than 1,000%. > With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day.… Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. > > — Kat Carroll, Program Manager, ADT Solar - **1000%+** — growth in booked appointments, even through the pandemic [Read Story](https://www.skedulo.com/customers/adt-solar/) ## Frequently Asked Questions ### Can Skedulo coordinate multiple solar crews across one site? Yes. Site, zone and phase details sit on each job, crews are matched by skill and size, and job dependencies sequence each phase after the work it depends on. Scheduling a visit doesn't confirm site readiness or authorize work; your project and safety processes still do that. ### Can Skedulo support solar inspections and punch lists? Teams can set up automations that turn inspection findings and punch-list items into owned tasks with due dates. The evidence and review status stay with the work until closeout, so open items stay visible instead of sitting in a spreadsheet. ### Can Skedulo capture mobile site evidence? Yes. Crews complete safety checklists and capture photos, notes and required fields on mobile during site work. A form can be required before a job can be marked complete, and the record goes to project and asset systems through integrations. ### What happens to the crew plan when weather or access stops work on a site? Check affected crews and dependent jobs, then revise assignments and dates. Tempo can help review options using the records available in your setup. Project and safety teams decide whether other work can proceed. ### Can Skedulo connect project data to ERP, asset, and safety systems? Yes. Integrations and APIs connect field work with project management, ERP, asset management and EHS systems. What's shared depends on the integration you configure, usually completed work, open punch-list items and review status. _Keep Exploring_ ## More for your solar operations. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Energy & Solar Programs - [Field Service, O&M & Inspections](https://www.skedulo.com/industries/energy-solar/field-service-om-inspections/) - [Residential Solar Installation](https://www.skedulo.com/industries/energy-solar/residential-solar-installation/) - [Energy Storage & EV Charging](https://www.skedulo.com/industries/energy-solar/energy-storage-ev-charging/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for large-scale solar. We'll show you how crew planning, job dependencies and field records fit your project workflows. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/energy-solar/energy-storage-ev-charging/" type: "page" title: "EV Charger & Battery Storage Field Service | Skedulo" description: "Schedule certified technicians for EV charger and battery storage installs, commissioning and repairs, and capture readings and signoff on mobile." --- # Storage and charging service, planned around each site. Schedule installation, commissioning and service across your network. Match technician qualifications to the job, with site requirements and outstanding work in view. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician logging a charger check on a tablet at an EV charging site at dusk](https://assets.skedulo.com/uploads/hub-heroes/energy-storage-ev-charging-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Site readiness is part of the service plan. Commissioning can wait on equipment, access or a prior inspection. Those requirements stay with the job, so managers, dispatchers and technicians work from one list of what's outstanding. _Runs the operation_ ### Service manager Review recurring visits and urgent requests across distributed charger and storage sites. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person in a work jacket holding a tablet beside a row of EV chargers in a parking lot](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-ess-runs-20261009a.webp) _Plans the work_ ### Dispatcher Assess an urgent request against qualified capacity, travel and the day's existing visits. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map on the monitor](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-arh-20261007a.webp) _Does the work_ ### Commissioning technician Record test readings, checklist responses, photos and signatures on site in Skedulo Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician working at an open electrical panel](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-05-b.webp) _How it runs_ ## Installation, commissioning and ongoing service. _[ 01 ]_ ### Service requirements Site, asset, priority and service window define the request before a technician is assigned. _Illustration: Skedulo card for the Microsoft Dynamics 365 integration: the Dynamics 365 logo, Connected, 2 data flows. Work order 72514, from a customer case, comes in from Dynamics 365 in real time and becomes JOB-4897 in Skedulo with its best match, Doug Lindqvist. Then the booking goes back: Doug Lindqvist, Friday at 9:00 AM, as a booking in Dynamics 365._ _[ 02 ]_ ### Prerequisites and access Parts needs, access arrangements and prior work are recorded with the visit. Your team confirms outstanding requirements before dispatch. _Illustration: A Skedulo job panel for JOB-4821, an inverter replacement on unit 2, Wed 13 Aug, 2:00 - 3:30 PM, Gloria Benitez en route, open on its tasks: isolate and tag the supply and swap the faulty unit ticked done, then test and record readings and the site owner's sign-off still to do, with the job's details and resources folded below._ _[ 03 ]_ ### Technician allocation Match job requirements to recorded qualifications, availability, and route fit. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ _[ 04 ]_ ### Commissioning and service records Technicians complete your forms on site, recording readings, photos, notes and required signatures. _Illustration: Skedulo Form Builder properties for Asset identifier, a text component on page 3, Asset and equipment inspection: Required switches on, then Barcode scanning; the validation rule is Matches pattern AST-####. In the test well a short tag, AST-115, is typed and the rule answers in red - Enter a tag like AST-1152 - and the last digit clears it: Matches AST-####_ _[ 05 ]_ ### Urgent response Qualified capacity, travel and existing commitments help dispatchers assess an urgent request against the rest of the day's work. _Illustration: A slice of the Skedulo dispatch board for solar work - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's meter swap runs past its end, her 2:00 PM inverter swap, JOB-4821, gets the rose overlap band - Gloria can't reach it by 2:00 PM - and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM, and Helen Pryor is sent her new window. Then Bridget Hanley calls out, her lane is tagged Unavailable from 1:30 PM, and her one remaining job, the limiter retrofit, moves onto Aaron Feldman the same way._ _[ 06 ]_ ### Asset and service history Integrations can send completed work and outstanding actions to your asset, warranty and billing systems. _Illustration: A Skedulo panel on a hatched ground: JOB-4803 completed Wed 13 Aug at 5:21 PM and sent where it is needed - the work order's status Completed back to Salesforce with Pass with Actions and follow-up JOB-4871, the completed work to Finance for invoicing, and Gloria Benitez's approved hours to Workday at 6:00 PM. Each row syncs in turn: 3 of 3 delivered._ _Tempo_ ## Ask Tempo about service coverage. Review requests, compare technician options and prepare assignments with Tempo, using the site records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo checking qualifications before a charger commissioning: JOB-4958 commissions two fast chargers for Pioneer Health Systems' patient transport vans tomorrow, and the charger maker's warranty needs a technician it certified; the installer booked isn't. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the job, certifications and site notes, and the context panel opens on the campus map and the commissioning visit. Tempo picks Adaeze Mensah, certified and free; once started, it books her, keeps Fiona Brennan as her second and emails Helen Pryor_ _Multi-site service_ ## Service coverage across your network. ### Skills and certification matching Match work requirements to the skills, certifications, and equipment access maintained in technician records. _Illustration: Skedulo Tempo on a soft blue card. The dispatcher has asked, Hey Tempo, who can take Thursday's 22-panel install, and Tempo answers: Curtis is booked until 3:00 PM; Aaron also holds working at heights and is free from 8:00 AM. A slim strip under the answer shows Curtis's three jobs across his Thursday, and the message box waits for a follow-up._ ### Readiness checks Add the access, equipment and prerequisite fields relevant to your sites. Coordinators can review them alongside the scheduled visit. _Illustration: Skedulo mobile Parts and materials page on an iPhone for JOB-4807, a battery retrofit on a garage wall: M10 is typed into the catalog search and three results come up with their stock; the stainless M10 wall anchor is added and counted up to four, $15.20, beside the 13.5 kWh battery module already on the job; a photo of the old fixings goes on the line, and Save puts 2 line items, $9,865.20 in parts, on the job._ ### Commissioning records on Mobile Record test readings, checklist responses and photos on site for your commissioning review. _Illustration: A Skedulo mobile commissioning form card: Battery fault on start-up? is answered Yes in rose, and a dashed section opens with the approved escalation - call the commissioning lead before leaving - ticked as done, then the follow-up needed, a warranty check in 24 hours._ ### Urgent service dispatch Compare qualified technicians and travel against their existing visits before reassigning work. _Illustration: A stack of Skedulo context cards on a soft blue card. The top card is Gloria Benitez, on Interstate 25 at Alameda Avenue: a street map with a red crash marker at the interchange and her photo pinned just south of it on the highway. Under the map: 2 impacted jobs, JOB-4821 and JOB-4803, and nearing overtime, 7h 34m of 8h._ ### Connected asset records Completion records and follow-up status can be shared with asset, warranty and billing systems through your integrations. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ ## See how ADT Solar scaled appointment scheduling. - **Before** - Manual scheduling across spreadsheets, emails, calls. - Reps limited to about 3 appointments a day. - **With Skedulo** - Automated, optimized scheduling by tier and skill. - Reps can adjust schedules live from the field. - **Outcome** - Average daily appointments doubled, from 3 to 6. - Booked appointments grew more than 1,000%. > With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day.… Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. > > — Kat Carroll, Program Manager, ADT Solar - **1000%+** — growth in booked appointments, even through the pandemic [Read Story](https://www.skedulo.com/customers/adt-solar/) ## Frequently Asked Questions ### Can Skedulo schedule EV charging technicians? Yes. Recorded skills and certifications are matched to each job's requirements alongside availability and route fit. Access and equipment readiness can be tracked in configured fields on the job, and the responsible team confirms prerequisites before dispatch. ### What qualifications do EV charger technicians need, and can Skedulo track them? Requirements depend on the work, jurisdiction, customer, and equipment manufacturer. Record relevant qualifications and expiry dates, then match them to job requirements. Your organization verifies credentials and any required crew composition. ### Can Skedulo support commissioning checklists? Yes. Mobile forms capture commissioning checks, readings, photos, notes and signatures, and a form can be required before the job is marked complete. The record supports your review process but doesn't replace technical acceptance or required external approvals. ### Can commissioning wait until an inspection has cleared? Yes. The inspection and commissioning visits can be linked with a job dependency, so commissioning is sequenced after the inspection it depends on. When the inspection slips, the scheduler sees which commissioning visit moves with it. ### Can Skedulo manage service work across distributed charger and storage sites? Yes. Plan recurring visits and urgent requests using recorded qualifications, location, availability, and service windows. Review existing appointments before reallocating a technician. ### Can Skedulo connect asset data to warranty, billing, and monitoring systems? Yes. Integrations and APIs connect field work with warranty, billing, charger or network management and monitoring systems. What's shared depends on the integration you configure, typically completion evidence and follow-up status. _Keep Exploring_ ## More for your energy service operation. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Energy & Solar Programs - [Field Service, O&M & Inspections](https://www.skedulo.com/industries/energy-solar/field-service-om-inspections/) - [Residential Solar Installation](https://www.skedulo.com/industries/energy-solar/residential-solar-installation/) - [Commercial & Utility-Scale Solar](https://www.skedulo.com/industries/energy-solar/commercial-utility-scale-solar/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for storage and charging service. We'll explore technician scheduling, commissioning records and integrations for the sites you support. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/energy-solar/field-service-om-inspections/" type: "page" title: "Solar & Energy O&M and Inspection Scheduling | Skedulo" description: "Schedule solar and energy O&M visits, inspections and urgent repairs by certification and route, then track findings through corrective work." --- # Maintenance and repairs across your solar portfolio. Schedule qualified technicians for inspections, preventive maintenance, and urgent repairs. Capture field findings and track corrective work against the asset. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician walking dawn rows with torch checking module glass](https://assets.skedulo.com/uploads/hub-heroes/field-service-om-inspections-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Urgent repairs and planned visits share the same capacity. An inspection can turn up repair work that competes with scheduled maintenance. The finding, its priority and the follow-up owner stay on the record while the return visit is planned. _Runs the operation_ ### O&M manager Weigh urgent repairs against planned maintenance using alert severity, asset details and due dates. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in a hi-vis vest holding a tablet at the end of a ground-mounted solar array](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-fom-runs-20261009a.webp) _Plans the work_ ### Maintenance scheduler Schedule recurring inspections around qualifications, travel and due dates, alongside new repair requests. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map and schedule on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### O&M technician View asset details and complete checklists in Skedulo Mobile, recording readings, photos and findings at the site. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician kneeling at a solar inverter with a multimeter and a phone](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-fom-does-20261009a.webp) _How it runs_ ## Inspections, repairs and the asset record. _[ 01 ]_ ### The service queue Plan inspections and service requests by priority, due date and location. Integrations can bring in alerts from your monitoring systems. _Illustration: A Skedulo panel on a hatched ground: Salesforce work order 00012345, an annual system inspection for Sunline Energy Co-op at 2900 Larimer St, Denver - work type Inspection, priority Medium, starting Wed 13 Aug at 4:00 PM for 2 hours in Denver Metro, Helen Pryor the contact. Its fields land as it is recorded and the real-time event sends it to Skedulo: Received by Skedulo._ _[ 02 ]_ ### Technician qualifications Check certification, route, availability, and workload before assigning the visit. _Illustration: Skedulo Tempo's options for covering JOB-4841 on a pale blue panel, ranked by earliest arrival: Bridget Hanley first and picked, 2:30 PM with 30 minutes of overtime, then Gloria Benitez, 3:45 PM and 6 minutes away, then Aaron Feldman, 5:22 PM after his rooftop job. The dispatcher tells Tempo what matters in his own words - Keep Dana's window, then least travel - and Tempo re-ranks: Gloria rises to the top, picked for the least travel, Bridget drops to second, and Aaron misses Dana's window. The ranking now reads Dana's window, then least travel_ _[ 03 ]_ ### Routes and appointments Plan around travel time, site access, and inspection priority. _Illustration: A Skedulo job panel for JOB-4821, the inverter replacement on unit 2, open on travel: a map of Gloria Benitez's drive across Denver to the site, 5.8 miles arriving 2:42 PM, 22 minutes out, with a 6 minute delay in heavy traffic._ _[ 04 ]_ ### Inspection findings Complete mobile checklists and capture readings, photos, and any required signatures. _Illustration: A Skedulo mobile card headed Inspected assets, one row per asset recorded on the visit, each arriving in turn with its count: AST-1163 on the ground floor riser N/A, AST-1152 in the level 3 plant space FAIL in solid rose, AST-1147 in the same plant space PASS in green - the conditions in one column on the right, the failed asset standing out without reading a word_ _[ 05 ]_ ### Corrective work An inspection finding can trigger an assigned follow-up task with a due date through a workflow you define. _Illustration: Skedulo workflow canvas, close on one IF, THEN, ELSE: Repair approved, its rule Decision is Approved, is checked green as a test run passes it. The run takes Then, drawing the edge in blue to Create a follow-up job, Name Replace isolator, Duration 2 hours, which runs and is checked, then on into End, which fills green. The Else edge to Tell the dispatcher, To Mark Doherty, goes quiet and that card fades_ _[ 06 ]_ ### Service history Inspection results, repair records and outstanding work can sync to asset, service and reporting systems through integrations. _Illustration: A Skedulo panel on a hatched ground: the reconciliation of Wednesday's 64 completed jobs against Salesforce, Workday and Finance - the annual system inspection, a string fault diagnosis, the inverter replacement on unit 2 and the isolator and switchboard labels. One work order is still In Progress in Salesforce; it is flagged, Resend is pressed, and the day reads 64 of 64 jobs in step._ _Tempo_ ## Ask Tempo about the maintenance schedule. Review due inspections, urgent requests and repair assignments with Tempo. It works with the service records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an asset alert from its issue: inverter 2 on Sunline Energy Co-op's rooftop at 2900 Larimer St stops exporting with an isolation fault, taking a third of the array offline, and the service agreement wants a technician booked within the hour. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the alert, the rooftop technicians and the site record, and the context panel opens on the site map and the inverter. Tempo picks Curtis Mensah; once started, it books him for 8:00 AM, requests the permit to work and sends him the fault_ _Solar O&M_ ## Maintenance planning with asset context. ### Priorities and due dates Use alert severity, asset details and due dates from connected systems to weigh urgent work against planned maintenance. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ ### Qualification and route matching Use recorded skills and certifications, route fit, availability, and service requirements to plan assignments. _Illustration: Skedulo Tempo on a soft blue card. The dispatcher has asked, Hey Tempo, who can take Thursday's 22-panel install, and Tempo answers: Curtis is booked until 3:00 PM; Aaron also holds working at heights and is free from 8:00 AM. A slim strip under the answer shows Curtis's three jobs across his Thursday, and the message box waits for a follow-up._ ### Inspections on Mobile Technicians can view asset details and complete your checklists, recording readings, photos and findings at the site. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Repair and review workflows Define which findings create follow-up tasks, who receives them and what review is required. _Illustration: Skedulo workflow card, Failed check follow-up, running on JOB-4803: three steps light in turn, each tile blue as it runs and green when done, a wire filling between them - Status updated at 5:17 PM, asset AST-1152 set to Awaiting follow-up; Approval requested, waiting for Wade Brennan, then approved by him at 5:18 PM; Follow-up job created at 5:18 PM, JOB-4871, Replace isolator_ ### Connected asset records Use integrations to share inspection and repair results with asset, service, and reporting systems. _Illustration: Skedulo integrations card, Connected: the Skedulo mark in the middle of a small map, Salesforce (work orders) and Workday (worker details) wired in on the left, Salesforce (job status) and Finance (invoicing) wired out on the right. A packet runs each wire in turn - the work order that becomes JOB-4803 in, the technicians' hours and leave in, the completed job back to Salesforce and on to Finance for invoicing - and each wire stays lit_ ## See how ADT Solar scaled appointment scheduling. - **Before** - Manual scheduling across spreadsheets, emails, calls. - Reps limited to about 3 appointments a day. - **With Skedulo** - Automated, optimized scheduling by tier and skill. - Reps can adjust schedules live from the field. - **Outcome** - Average daily appointments doubled, from 3 to 6. - Booked appointments grew more than 1,000%. > With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day.… Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. > > — Kat Carroll, Program Manager, ADT Solar - **1000%+** — growth in booked appointments, even through the pandemic [Read Story](https://www.skedulo.com/customers/adt-solar/) ## Frequently Asked Questions ### Can Skedulo schedule solar O&M inspections? Yes. Schedule recurring inspections around recorded technician qualifications, availability, travel, and due dates. Review outstanding visits alongside new repair requests. ### Can Skedulo manage urgent asset repairs? Yes. A configured integration can create work from monitoring alerts. Review the recorded priority, required qualifications, travel, and existing appointments before dispatching a technician. ### Can Skedulo update asset records from mobile work? Technicians record readings, photos, notes and signatures in Mobile. Supported offline work syncs when the device reconnects; integrations can then share completed inspections with your asset, service and reporting systems. ### Can a failed inspection create corrective work? Teams can set up an automation that creates a follow-up job with an owner and due date when a finding is recorded. Technicians can also create follow-up work from the job in the mobile app. ### Does Skedulo replace a CMMS or asset management system? Skedulo can work alongside your CMMS through configured integrations. Agree which system owns asset history, work orders, and completion records. Our Pulse Platform supports additional operational records and workflows where you need them. ### Can Skedulo integrate with asset management, CMMS, and monitoring systems? Yes. Integrations and APIs connect field work with asset management, CMMS, monitoring and ERP systems. The systems supported and the information exchanged depend on the integration you configure. _Keep Exploring_ ## More for your solar service team. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Energy & Solar Programs - [Residential Solar Installation](https://www.skedulo.com/industries/energy-solar/residential-solar-installation/) - [Commercial & Utility-Scale Solar](https://www.skedulo.com/industries/energy-solar/commercial-utility-scale-solar/) - [Energy Storage & EV Charging](https://www.skedulo.com/industries/energy-solar/energy-storage-ev-charging/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for solar O&M. We'll work through your inspection schedule, repair priorities and asset-system requirements. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/energy-solar/residential-solar-installation/" type: "page" title: "Residential Solar Installation Scheduling | Skedulo" description: "Schedule solar surveys, installs and inspections around permits, parts and homeowner windows, and capture closeout photos and signatures on mobile." --- # Solar scheduling, from survey to inspection. Schedule each visit around crew skills, homeowner availability and site requirements. Connect the survey, installation and follow-up work in one plan. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Installer ratcheting panel clamps mid-roof, suburb rolling behind](https://assets.skedulo.com/uploads/hub-heroes/residential-solar-installation-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Permits, materials and access affect the install date. When a permit or delivery slips after a crew is booked, the homeowner needs a new date and the crew needs other work. The people running, planning and doing the install each see what's still outstanding. _Runs the operation_ ### Operations manager Review outstanding permits, materials and site requirements against booked install dates. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop at a desk, a hard hat on the shelf behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-rsi-runs-20261009a.webp) _Plans the work_ ### Install coordinator Confirm readiness or reschedule before dispatch when a permit or delivery slips. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker on a desk phone pointing to a schedule on a laptop](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-cpp-20261007a.webp) _Does the work_ ### Solar installer View the scope and photos in Skedulo Mobile, complete safety checks and record closeout details on site. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Installer in a harness fastening a mounting rail on a residential roof](https://assets.skedulo.com/uploads/photo-library/stock/persona-energy-rsi-does-20261009a.webp) _How it runs_ ## The installation sequence, in one schedule. _[ 01 ]_ ### Scope and appointment windows Capture the survey, installation, or service work and the homeowner's availability. _Illustration: A Skedulo card for job #4821's time window, marked Within SLA: the job sits on a 1 to 4 PM axis inside its window - start after 2:00 PM, end before 3:30 PM - and under it the service level, respond within 4 hours, due by 1:06 PM._ _[ 02 ]_ ### Installation prerequisites Permit status, materials and site details sit alongside the appointment. Your team confirms requirements for the planned work before dispatch. _Illustration: A Skedulo configuration card for Location, a standard object: its fields as rows, Name and Address, then the dashed Add field row is pressed and becomes a new field - Gate code typed in, set to Text and tagged Custom. Under it, the Location block on JOB-4803's job page gains a line: Gate code 4417, marked as a custom field._ _[ 03 ]_ ### Crew allocation Match skills, route, availability, and the homeowner's appointment window. _Illustration: Skedulo Tempo's options for covering JOB-4841 on a pale blue panel, ranked by earliest arrival: Bridget Hanley first and picked, 2:30 PM with 30 minutes of overtime, then Gloria Benitez, 3:45 PM and 6 minutes away, then Aaron Feldman, 5:22 PM after his rooftop job. The dispatcher tells Tempo what matters in his own words - Keep Dana's window, then least travel - and Tempo re-ranks: Gloria rises to the top, picked for the least travel, Bridget drops to second, and Aaron misses Dana's window. The ranking now reads Dana's window, then least travel_ _[ 04 ]_ ### Installation details on Mobile Crews can view the scope and photos, complete safety checks and record closeout details on site. _Illustration: Skedulo web Form Builder, Build tab, for the Site checklist job form, version 3, in Draft: page 2 of 5, Hazards and PPE, lists its components - Hazards identified, Hazards recorded, PPE, and Permit to work selected - with Permit number, Permit expiry and Permit photo indented under the rule Shown when Permit to work is Yes. Beside it, the builder's preview: an iPhone showing the same page in the mobile app, scrolled to the Permit to work switch on and the permit number and expiry fields it reveals_ _[ 05 ]_ ### Changes and follow-up visits Reschedule affected visits, update the homeowner and assign inspection or corrective work when site conditions change. _Illustration: A Skedulo mobile service form card for a solar visit: Follow-up needed switches on and a dashed section opens - the reason, Roof access not ready, and a return window, Fri 15 Aug, 8:00 - 10:00 AM - then the site owner, Helen Pryor, signs at 3:24 PM._ _[ 06 ]_ ### Completion and approvals Integrations can share field records and outstanding actions with CRM, project and finance systems. External approvals remain separate from job completion. _Illustration: A Skedulo panel on a hatched ground: JOB-4803 completed Wed 13 Aug at 5:21 PM and sent where it is needed - the work order's status Completed back to Salesforce with Pass with Actions and follow-up JOB-4871, the completed work to Finance for invoicing, and Gloria Benitez's approved hours to Workday at 6:00 PM. Each row syncs in turn: 3 of 3 delivered._ _Tempo_ ## Ask Tempo about the installation schedule. Check crew availability, review changed visits and follow up on missing details with Tempo, using the records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a safety stop on a residential solar install: the crew's pre-work roof check at Denise Albright's house finds the decking by the chimney flexing underfoot, so the 20-panel install can't be anchored. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the roof check, the partner roofers and the crew's week, and the context panel opens on the house's map and the install. Tempo picks a decking repair Thursday and the full install Monday; once started, it books the roofer, texts Denise the new dates and sends the crew to help on another install_ _Residential solar_ ## The details behind a successful site visit. ### Site readiness Add fields for permit status, materials and site access so coordinators can review outstanding requirements against the install date. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues holding the crews' next visits, each with who has it and its time to act: the permit still pending for JOB-4809, the 22-panel install, with You, 36m; the battery delivery late for JOB-4807, with Tempo, 1h 4m; the site survey not finished for JOB-4844, with Jen Alvarez, 2h 40m._ ### Crew skills and travel Match crews to the required skills and homeowner's appointment window, with route and travel time included in planning. _Illustration: Skedulo best-match card for one job: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of travel and 1.9 miles from her last job, and Doug Lindqvist at 81 and Bridget Hanley at 64 below her, each with the extra travel and the fact that placed them lower_ ### Installation records Scope, photos and closeout forms are available on Mobile. Crews can document additional work identified during the installation. _Illustration: A Skedulo mobile installation form card for a 22-panel solar install: Panels secured to the rails is ticked, then the string voltage is typed in at 412 V against an acceptable 360 V to 400 V and flagged High, and a dashed section opens asking for the likely cause, Extra module on string, and a meter photo required to complete._ ### Inspection follow-up Set up a workflow to create an inspection task when installation work is complete, then track the appointment. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871_ ### Homeowner messages Set the appointment and job-status changes that trigger confirmations, arrival messages and rescheduling updates. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ## See how ADT Solar scaled appointment scheduling. - **Before** - Manual scheduling across spreadsheets, emails, calls. - Reps limited to about 3 appointments a day. - **With Skedulo** - Automated, optimized scheduling by tier and skill. - Reps can adjust schedules live from the field. - **Outcome** - Average daily appointments doubled, from 3 to 6. - Booked appointments grew more than 1,000%. > With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day.… Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. > > — Kat Carroll, Program Manager, ADT Solar - **1000%+** — growth in booked appointments, even through the pandemic [Read Story](https://www.skedulo.com/customers/adt-solar/) ## Frequently Asked Questions ### Can Skedulo schedule residential solar crews? Yes. Crews are matched by skill, availability, route and the homeowner's appointment window, and the readiness details for each visit stay with the job so the scheduler can clear outstanding items before dispatch. ADT Solar, which designs, installs and maintains rooftop solar, grew booked appointments by more than 1,000% after moving its field representatives' scheduling onto Skedulo. ### Can Skedulo check install readiness before dispatch? Permit status, parts and site access can be tracked on each install, so a coordinator can schedule, hold or follow up before a crew is dispatched. Teams can also set up an automation to flag a missing item as the install date approaches. ### What usually delays a residential solar install date? Permits, equipment availability, weather, and homeowner arrangements can affect the date. Record outstanding prerequisites, confirm readiness before dispatch, and review other work when an install must move. ### Can Skedulo send homeowner updates? Yes. Teams configure SMS messages that go out as triggered actions when an appointment or job status changes, to confirm the visit, share the arrival time, and tell the homeowner about a delay or a new date. Which messages are sent, and when, is set by your team. ### Can Skedulo link a site survey, the install and the final inspection? Yes. The survey, install and inspection can be separate jobs linked with dependencies, so the inspection is sequenced after the install. Teams can set up an automation so a completed install creates the next inspection task, while external approvals are tracked separately from job completion. ### Can Skedulo track NABCEP and other installer certifications that expire? Yes. Record certifications and expiry dates and specify relevant job requirements. Review those records against the planned date; credential verification and renewal remain your organization's responsibility. _Keep Exploring_ ## More for your solar installation team. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Energy & Solar Programs - [Field Service, O&M & Inspections](https://www.skedulo.com/industries/energy-solar/field-service-om-inspections/) - [Commercial & Utility-Scale Solar](https://www.skedulo.com/industries/energy-solar/commercial-utility-scale-solar/) - [Energy Storage & EV Charging](https://www.skedulo.com/industries/energy-solar/energy-storage-ev-charging/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for residential solar. We'll show you how crew scheduling, homeowner messages and inspection follow-up fit your installation process. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/behavioral-health/" type: "page" title: "Behavioral Health & ABA Scheduling Software | Skedulo" description: "Schedule recurring ABA sessions by BCBA and RBT role, continuity and family routine, alongside intakes, group programs and outreach, with notes on mobile." --- # Schedule therapy, group programs and outreach together. Plan clinic appointments and recurring sessions around staff roles, continuity and family availability. Session notes and follow-up tasks stay linked to the scheduled work. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Counselor taking notes during telehealth session at desk](https://assets.skedulo.com/uploads/hub-heroes/behavioral-health-hero-photo-v1.webp) ## Trusted by behavioral health providers coordinating sessions and follow-up. - Easterseals - HealthStrong - Western Reserve Area Agency on Aging - New Jersey Respiratory Associates - Kaiser Permanente - Everyday Independence _Who it's for_ ## Continuity matters when a recurring session changes. Recurring therapy sessions and group programs can compete for staff and rooms. When a practitioner's availability changes, coordinators assess the affected sessions against roles and family routines. Tempo, Skedulo's AI agent for schedulers and dispatchers, can prepare replacement options for the coordinator to review. _Runs the operation_ ### Program manager Plan role-based staffing for clinics, group programs and outreach teams, with missed sessions in view. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member with a lanyard using a tablet beside a doorway](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-03-b.webp) _Plans the work_ ### Scheduling coordinator Reassign sessions when a practitioner is unavailable, checking qualifications, availability and the family's routine. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Staff member typing on a laptop in a shared office](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/social-support-case-management/scm-03-a.webp) _Does the work_ ### Practitioner View session details and relevant safety notes in Skedulo Mobile, then record progress notes and forms. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Presenter leading a group session at a blank flip chart](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-health-public-health/cph-02-b.webp) _How it runs_ ## Intake, recurring sessions and follow-up. _[ 01 ]_ ### Intake and session requirements Record service type, priority, program, and location for referrals, intakes, and session requests. _Illustration: Skedulo card for the Microsoft Dynamics 365 integration: the Dynamics 365 logo, Connected, 2 data flows. Work order 72514, from a case, comes in from Dynamics 365 in real time and becomes JOB-4897 in Skedulo with its best match, Doug Lindqvist. Then the booking goes back: Doug Lindqvist, Friday at 9:00 AM, as a booking in Dynamics 365._ _[ 02 ]_ ### Practitioner allocation Match staff using role, continuity, availability, and travel across therapy, counseling, ABA, and outreach teams. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each clinician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ _[ 03 ]_ ### Series and group scheduling Schedule ABA series using BCBA and RBT role requirements, continuity, and family routines. Coordinate group sessions, counseling, and check-ins within substance use programs. _Illustration: Skedulo roster template calendar for March 2026: Sunday 1 to Saturday 14 March picked in blue as one block, and under it the template it is, Southbank 2 weeks - 14 days_ _[ 04 ]_ ### Session records on Mobile Teams can view session details and complete forms on Mobile. Your workflows can assign follow-up based on the outcomes recorded. _Illustration: Skedulo mobile contact card for Lorraine Webb, Carer, tagged Primary Contact and Emergency Contact, with Call and Message buttons and her contact details - Carer, Support decision maker, Primary Contact, Emergency Contact_ _[ 05 ]_ ### Attendance and outstanding work Missed sessions, overdue follow-up and missing documentation remain visible alongside planned appointments. _Illustration: Skedulo Analytics tile: 11% of the North region's jobs started late, up 5 points, with a column of jobs for each of the four weeks to 13 August - on time in blue, late starts in amber on the floor of each column, cancellations in gray on top. The late starts, highlighted, climb from 7 to 10, 13 and 18 while completed jobs hold near 110 a week._ _[ 06 ]_ ### Program activity and reporting Completed sessions and follow-up tasks provide a record of program activity. Integrations can share the relevant records with your other systems. _Illustration: Skedulo integrations card, Connected: the Skedulo mark in the middle of a small map, Salesforce (work orders) and Workday (worker details) wired in on the left, Salesforce (job status) and Finance (invoicing) wired out on the right. A packet runs each wire in turn - the request that becomes JOB-4803 in, the clinicians' hours and leave in, the completed visit back to Salesforce and on to Finance for invoicing - and each wire stays lit_ _Tempo_ ## Plan sessions with Tempo alongside you. Ask about the program schedule, review assignment options and prepare follow-up with Tempo. It works within the records, actions and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a missed applied behavior analysis session from its issue: Theo Marsh cancels his son's 3:30 PM in-home session because he is sick, the session where Rachel Innes was to observe Curtis Mensah for his supervision. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the cancellation, Curtis's supervision and the family's routine, and the context panel opens on his supervision rules and the session. Tempo weighs three make-up times, picks Thursday at 3:30 PM, logs the missed session, books the make-up with Rachel observing and texts Theo_ _The Toolkit_ ## Program schedules with continuity built in. ### Sessions and staffing See sessions, recurring series, groups, intakes, and staffing coverage in one view. _Illustration: Skedulo roster panel before publish: the period 1 - 28 Mar 2026 for Southbank Clinic, Ward B, marked Draft; a week strip Sat 1 to Fri 7 with three dashed shift cells a day in morning green, afternoon blue and night purple, two amber Open cells on Sat 1, a rose double-booking on Mon 3 and a cyan Offer cell on Fri 7; under it the checks, each with its alert - Sat 1 two unassigned morning shifts, Mon 3 Doug Lindqvist double-booked, Fri 7 one shift under offer - and the Publish button held beside 3 to resolve_ ### Planning with Tempo Coordinators can review assignment changes and prepare follow-up with Tempo using the records available to it. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ ### Mobile session documentation Session details, forms and progress notes are available on Mobile, including relevant safety information for the appointment. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Coverage planning Plan role-based staffing for clinics, group programs, and outreach teams. _Illustration: Analytics tile: 98% of Ward B's required shifts covered this week, up 2 points, with Tuesday drawn hour by hour from 6am to 6am, marked at the 2pm and 10pm shift changes - the staff needed as a smooth dashed curve over the staff scheduled as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills and the step rises over the amber, leaving a sliver short after the 10pm handover_ ### Program reporting Use completed session activity and follow-up records in program reports, with integrations for information held in other systems. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in gray, completed in blue - and Friday's last four forms landing_ ## Easterseals simplified complex behavioral health scheduling across 13 offices. - **Before** - Scheduling managed through large spreadsheets, Outlook, and constant phone calls. - Cancellations and reschedule requests handled manually throughout the day. - **With Skedulo** - Practitioners matched to cases by skills and travel time, with schedules live and visible to both sides. - Real-time notifications replace phone calls for schedule changes. - **Outcome** - Scheduling stress reduced across 13 offices managing hundreds of practitioners. - Families experience more predictable, reliable visit windows. > Beyond Skedulo's proven leadership in managing mobile workforces, the people are fantastic. We've had great experiences working with the company building a solid partnership that we know is going to serve us for quite a while into the future. > > — Jeff Hallett, Vice President of Product Management, Easterseals Northern California - **6,000** — monthly appointments coordinated across 400 mobile behavioral health practitioners [Read Story](https://www.skedulo.com/customers/easterseals-bay-area/) ## Frequently Asked Questions ### Can Skedulo schedule recurring ABA session series? Yes. Skedulo schedules recurring ABA sessions using Board Certified Behavior Analyst (BCBA) and Registered Behavior Technician (RBT) role requirements, continuity, availability, home or clinic locations and family routines. Teams can update the series when availability changes, and missed sessions show alongside the schedule so the next contact gets arranged. ### What happens when a BCBA or RBT becomes unavailable mid-series? Coordinators review recorded role requirements, availability, and the family's routine before reallocating sessions. Tempo can help prepare options using the information available in your setup. ### Can Skedulo coordinate individual, group and outreach sessions together? Yes. Plan clinic appointments, intakes, group programs, and outreach in the same scheduling environment, with role and location requirements defined for each assignment. ### Can staff capture session notes and create follow-up tasks in the field? Yes. Staff capture progress notes, forms and session status on mobile, along with any relevant safety notes for the client. Teams can set up workflows to create follow-up tasks, referral tasks and escalations from the information recorded, and outstanding follow-up shows next to the schedule. ### Does Skedulo work for large, multi-office behavioral health providers? Yes. Easterseals Northern California coordinates 6,000 monthly appointments across 400 mobile practitioners and 13 offices with Skedulo. Practitioners are matched to cases by skills and travel time, and real-time notifications replace phone calls for schedule changes. ### How does Skedulo work alongside clinical systems? Keep clinical records and billing in the systems you use for them. Skedulo coordinates sessions and mobile work; our Pulse Platform lets you build additional records and workflows, with configured integrations between systems. _Keep Exploring_ ## More for your behavioral health programs. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Mental Health & Addiction Services](https://www.skedulo.com/industries/healthcare-human-services/mental-health-addiction-services/) - [Disability & Supported Living](https://www.skedulo.com/industries/healthcare-human-services/disability-supported-living/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your behavioral health programs. Talk with us about your ABA series, clinic appointments, group programs, outreach, and follow-up workflows. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/blood-plasma-laboratory-collection/" type: "page" title: "Blood, Plasma & Lab Collection Scheduling | Skedulo" description: "Match donor and patient appointments with collection staff, chairs and mobile phlebotomy routes, and keep specimen handoffs on time with mobile records." --- # Match collection appointments with staff and site capacity. Plan donor and patient appointments with qualified staff, collection chairs and mobile routes. Visit details, collection forms and pickup tasks are available to teams in Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Nurse coordinating on a donor collection floor](https://assets.skedulo.com/uploads/hub-heroes/blood-plasma-laboratory-collection-hero-photo-v1.webp) ## Trusted by collection teams coordinating appointments and capacity. - American Red Cross - Bluecrest - BB Imaging - New Jersey Respiratory Associates - Kaiser Permanente - Concentric _Who it's for_ ## Plan staff, chairs and collection routes together. Appointment capacity depends on qualified staff and open chairs, and mobile routes add specimen transfer windows. Site managers, coordinators and phlebotomists plan or work against the same limits. _Runs the operation_ ### Collection site manager Review appointments, site staffing, mobile routes and scheduled transfers together. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member checking a tablet by the elevators, one hand on a wheelchair](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-10-a.webp) _Plans the work_ ### Collection coordinator Compare remaining appointments, available staff and recorded transfer windows when a route runs late. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Staff member checking a phone while walking along a path](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-nursing-allied-health/cnah-10-a.webp) _Does the work_ ### Phlebotomist Open the route, visit details and collection forms on Mobile before each mobile collection. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Phlebotomist in scrubs tying a tourniquet on a seated donor's arm at a collection site](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-bpl-does-20261009a.webp) _How it runs_ ## Collection work, from appointment to specimen transfer. _[ 01 ]_ ### Collection requirements Record site, appointment window, role, equipment, forms, and specimen requirements for donor appointments, lab orders, and mobile collection requests. _Illustration: Skedulo shift card, in Draft: Sat 1 Mar, 2pm - 10:30pm (AEST), with its shift length 7h, break length 1h and shift cost $304, and its details - scheduled Sat 1 Mar, 2pm - 10pm, location Ward B - Southbank, role Support Worker, and the tags the shift asks for, Cert II and First Aid_ _[ 02 ]_ ### Appointments and site capacity Match donor and patient appointments with collection type, chairs, qualified staff, site capacity, and mobile routes. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 1.9 miles from #4830, then Doug Lindqvist at 81, 26 minutes added and crossing territory, and Bridget Hanley at 64, 38 minutes added with her shift ending at 3:30 PM_ _[ 03 ]_ ### Mobile collection routes Group mobile phlebotomy visits by geography, appointment and specimen handoff windows, equipment needs, and staff availability. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each clinician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ _[ 04 ]_ ### Collection records on Mobile Collection staff use mobile forms to record the service’s eligibility, consent, label checks, and chain-of-custody steps, including handoffs and exceptions. _Illustration: Skedulo mobile cold chain readings: the fridge compartment at 4.1 C, In range against its acceptable 2 C to 8 C, and the data logger's 24-hour maximum at 9.2 C flagged High in rose, with the rule the form enforces - a reading outside range needs a record of what you found and what you did, and stock stays quarantined until it is cleared_ _[ 05 ]_ ### Staffing and route changes Compare remaining appointments, available staff, and recorded handoff requirements when a route or staffing plan changes. _Illustration: Skedulo shift scheduling card tracking an open-shift offer: Sat 8 Mar, Ward B - Southbank, a 2pm - 10pm afternoon shift for a Registered Nurse, unassigned and Under offer. The rule line reads Targeted - 4 eligible, first to accept, to Ward B RNs and the on-call agency RN; three nurses answer - Carol Ng seen, Gloria Benitez declined. Expand offer turns it to Broadcast - 9 eligible, widened to agency RNs and Ward A RNs; Bridget Hanley accepts, Allocate puts her on the shift, the pill turns Allocated and a green line says 8 others were notified_ _[ 06 ]_ ### Pickup tasks and system updates Define workflows for pickup and transfer tasks. Integrations can share collection records with donor, laboratory and reporting systems. _Illustration: Skedulo Integrations card: 121 integrations, a search, and rows of the applications' own logos by category - CRM with Salesforce, marked connected by a green dot, HubSpot and Dynamics 365; HR and payroll with Workday, connected, BambooHR and ADP; then Accounting and ERP with NetSuite, QuickBooks and Xero. Calendar is typed and the rows give way to three results - Google Calendar, Connected, Microsoft Outlook and Calendly - then the word is cleared and the library returns._ _Tempo_ ## Review collection capacity with Tempo. Assess staffing changes, prepare assignments and work through delayed routes with Tempo, using the operational records and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a no-show at a plasma donor center from its issue: phlebotomist Hector Salinas hasn't clocked in for Saturday's 6:00 AM shift, with 42 donors booked before 9:00 AM. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the missed clock-in, the trained phlebotomists and the donor bookings, and the context panel opens on the donor floor and the open shift. Tempo weighs three phlebotomists, picks Lupe Cervantes, trained on the plasma collection machines and 10 minutes away, offers her the shift, puts her on the floor and records the no-show_ _The Toolkit_ ## Capacity planning for sites and mobile teams. ### Appointments and resources Review collection appointments, site staffing, mobile routes and scheduled transfers together. _Illustration: The same Skedulo roster panel after publish: 1 - 28 Mar 2026, Southbank Clinic, Ward B, marked Published with a green pill; the week strip solid, Sat 1 filled, Mon 3 cleared, Fri 7 covered; under it the notices sent on the same three days, each with a green tick - two morning shifts filled, double-booking resolved, cover for Gloria confirmed - then 19 people notified, and a Change log button where Publish stood_ ### Mobile collection routing Schedule phlebotomists and collection teams using location, appointment windows, routes, and workload. _Illustration: Skedulo Analytics tile: the North region's travel per job, a blue line over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline turns from 43 minutes, up 15%, to 38 minutes after the plan, down 12%._ ### Assignment support from Tempo Prepare assignments and follow-up with Tempo when staffing or appointment times change. _Illustration: A diagram on a soft blue card. A blue-edged box, Secure Agent Environment, with a lock on its top edge, holds Tempo's mark wired to what it works from: Context, Memory and Tools. Below it two small cards point up into the box with arrows: Rules, licensed for the job type and no overtime without approval; and Approval, Reassign JOB-4841, approved by Mark Doherty._ ### Collection forms and status Capture required fields, status, notes, and handoff information on mobile. _Illustration: Skedulo mobile shift handover form card: Ward B rounds at 9:30pm and the Bay 3 call bell replaced are ticked done, Oxygen cylinder low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ ### Connected collection records Integrations can share completed collection records with donor, laboratory, CRM and reporting systems. _Illustration: Skedulo card for Epic, a custom integration: its E monogram in purple, Connected, 2 data flows. A care team assignment in Epic, Carol Ng for home health, syncs in real time and becomes visit VISIT-4879 in Skedulo, Thu 14 Aug at 10:00 AM. Then the booked visit goes back to Epic as the appointment, 1 synced in 0.7 seconds._ ## BB Imaging cut drive time and scheduling overhead for its mobile diagnostic teams. - **Before** - Sonographer certifications, vaccination records, and clinic requirements scattered across spreadsheets and memory. - Matching the right sonographer to the right clinic wasted time and limited growth. - **With Skedulo** - Operations run from one place, with tag matching sonographer credentials to clinic requirements. - The Skedulo mobile app keeps sonographers connected in the field. - **Outcome** - Reduced drive times and scheduling overhead lowered operational costs. - More time back for sonographers, more accessible care for patients. > Skedulo is part of the DNA of our company. It's probably the most used technology we have in our entire business. > > — Sanjay Patel, CEO, BB Imaging - **50,000** — miles driven monthly by BB Imaging's mobile diagnostic team, with drive time cut by smarter routing [Read Story](https://www.skedulo.com/customers/bb-imaging/) ## Frequently Asked Questions ### Can Skedulo coordinate donor appointments with collection staff and chairs? Yes. Plan appointments using the collection roles, chairs or other resources, and capacity rules configured for your service. Review those requirements before adding sessions or changing staffing. ### How does mobile phlebotomy scheduling work in Skedulo? Mobile collection visits are grouped by geography, appointment and specimen handoff windows, equipment needs and the qualifications recorded for collection staff. Phlebotomists get the route, visit details and collection forms on mobile. ### What happens when a route runs late and a specimen handoff is at risk? Coordinators review remaining visits and the recorded handoff window, then follow the service's escalation and specimen-handling procedures. Tempo can help prepare updates; it does not determine specimen viability. ### Can collection forms record consent, label checks and chain of custody? Yes. Collection staff use mobile forms and checklists for the service's eligibility, consent, label-check and chain-of-custody steps, including handoffs and exceptions. Completing the collection record can be configured to create the pickup or drop-off task that follows. ### Can Skedulo match staff credentials to each site's requirements? Yes. Set recorded qualifications as assignment requirements and review validity when allocating work. Your team verifies credentials, maintains the records, and decides staff suitability. ### Does Skedulo replace our donor management system or LIS? Skedulo can work alongside donor and laboratory systems, with configured integrations exchanging the details needed for scheduling and service records. Define record ownership and data access during implementation. _Keep Exploring_ ## More for your collection teams. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home & Community Care](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) - [Community Nursing & Allied Health](https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) ## See how Skedulo fits your collection operations. Talk with us about donor and patient appointments, staffing, mobile routes, collection records, and specimen handoffs. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/child-youth-family-services/" type: "page" title: "Child, Youth & Family Services Scheduling | Skedulo" description: "Coordinate case visits, family appointments, program staffing, mobile progress notes, and follow-up tasks with Skedulo." --- # Case visits planned around families. Schedule case visits and program staffing around service requirements and family availability. Caseworkers can record progress and follow-up in Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Caseworker with a tablet talking with a mother while her young son draws in a family services playroom](https://assets.skedulo.com/uploads/hub-heroes/child-youth-family-services-hero-photo-v1.webp) ## Trusted by teams coordinating child, youth, and family visits. - 3Bridges - Mercy Connect - South West Community Care - The Housing Connection - Easterseals - Sylvanvale _Who it's for_ ## Visit deadlines need a place in the schedule. Urgent referrals and unplanned leave change the time left for family appointments. Supervisors, coordinators and caseworkers each work from the same due dates, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can prepare caseworker options when a visit needs to move. _Runs the operation_ ### Program supervisor Review appointments alongside program coverage, and check overdue visits against service priorities. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Two adults talking at a table in a school hall](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-health-public-health/cph-08-b.webp) _Plans the work_ ### Visit coordinator Fit urgent referrals around due dates, required roles and each family's availability. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Staff member working on a laptop in a small office](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/disability-supported-living/dsl-10-a.webp) _Does the work_ ### Caseworker Receive your schedule and visit details, then complete forms and progress notes during the visit. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Staff member checking a smartphone while walking along a street](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/social-support-case-management/scm-07-a.webp) _How it runs_ ## Referrals, visits and follow-up. _[ 01 ]_ ### Referral and visit requirements Record the service type, program, required role, location, and due date for each referral, case visit, or staffing request. _Illustration: Skedulo time window card for job #4821, Within SLA: on a 1 pm to 4 pm axis the window runs from 2:00 to 3:30 PM with the visit placed inside it - start after 2:00 PM, end before 3:30 PM - and the service level under it, respond within 4 hours, by 1:06 PM_ _[ 02 ]_ ### Caseworker allocation Match caseworkers using role, availability, location, program requirements, due date, and the family’s appointment window. _Illustration: Skedulo shift scheduling cover request beside a slice of the roster: Carol Ng cannot work Wed 5 (unavailable - family), her 6am - 2pm morning shift at Ward B; under it two who can cover - Gloria Benitez with a green tick (RN, available, rest 16h OK) and Doug Lindqvist with an amber warning (EN, would hit 38h max) - the line Nurses Award (QLD) checked, then Decline and Approve; on the slice, Wed 5 tagged Needs cover, the morning shift slides from Carol's cell down to Gloria's, and the card foot turns green: Confirmed, Carol notified_ _[ 03 ]_ ### Caseworker and supervisor views Caseworkers receive their schedules and visit details. Supervisors can review appointments alongside program coverage. _Illustration: Skedulo mobile Today card for a 2pm - 10pm shift at Ward B - Southbank, starting in 4 minutes: a blue notice that you are close enough to start your shift, a map of the clinic with the worker's dot beside the pin, and a green Start shift button_ _[ 04 ]_ ### Visit records on Mobile Caseworkers can complete forms and progress notes during visits. Workflows can assign follow-up based on the information recorded. _Illustration: Skedulo mobile visit record: Attended? answered No, cancelled, and the section it opens - Cancellation reason, Unwell on the day, and the comment the worker types: Daughter called at 8:40am - resting at home, GP visit booked_ _[ 05 ]_ ### Overdue visits and escalations Review overdue visits against service priorities, then arrange an assignment or escalation through your team's process. _Illustration: A thread lifted out of the Skedulo mobile app: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up - asks to shift the 2pm, with 3 replies under it; then Mark Doherty at 9:44 AM: Done. Window is now 2:40 - 4:10, and a green Schedule updated_ _[ 06 ]_ ### Case and program records Integrations can share progress notes, visit status and follow-up information with case management, program and reporting systems. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing left to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ _Tempo_ ## Plan caseworker assignments with Tempo. Review availability, prepare visit changes and arrange follow-up with Tempo. Your team's enabled records, actions and approval rules determine what it can do. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo keeping a two-caseworker home visit on time from its issue: Declan Moore is due in court Thursday afternoon, and the Ortiz family's monthly visit carries a worker safety flag that needs two caseworkers. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the court calendar, the north unit and the safety flag, and the context panel opens on Declan's clash and the unit. Tempo weighs three caseworkers, picks Simone Adeyemi, who knows the family, asks her to join Adaeze Mensah, adds her to the visit and tells the unit supervisor_ _The Toolkit_ ## Family appointments and program staffing in one view. ### Case visit scheduling Assign case visits using role, availability, location, deadline, and program requirements. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each clinician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ ### Program coverage Plan program sessions and staffing across teams, sites, and appointment windows. _Illustration: Skedulo Publish complete dialog: a green notice, Published 56 shifts, everyone on the roster has been notified, and under Notices the three things the publish settled, each with View - Sat 1, 2 unassigned morning shifts still open; Mon 3, double-booking resolved before publish; Fri 7, Gloria Benitez is on leave and cover is confirmed - then Ok_ ### Assignment support from Tempo Use Tempo to prepare visit assignments and follow-up requests alongside the coordination team. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ### Progress notes and forms Visit details, forms and tasks are available on Mobile, where caseworkers can record progress and update visit status. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Connected reporting Integrations can share completed visits, tasks and forms with case management, CRM and reporting systems. _Illustration: Skedulo integrations card, Connected: the Skedulo mark in the middle of a small map, Salesforce (work orders) and Workday (worker details) wired in on the left, Salesforce (job status) and Finance (invoicing) wired out on the right. A packet runs each wire in turn - the request that becomes JOB-4803 in, the clinicians' hours and leave in, the completed visit back to Salesforce and on to Finance for invoicing - and each wire stays lit_ ## Reconnect NZ reduced processing from weeks to days. - **Before** - Timesheets, spreadsheets, calendars, emails, and phone calls to schedule care staff. - A loud office with everyone on the phone trying to relay information at once. - **With Skedulo** - Care staff quickly assigned to appointments with skills and characteristics tagged for the right match. - Communications brought into one place, cutting calls and emails significantly. - **Outcome** - Error rates reduced and payroll processes streamlined. - Processing that used to take weeks now takes a couple of days. > When I saw the manual system of spreadsheets, calendars, timesheets, calls and emails, I knew there had to be a better way. Thankfully there was. > > — George Lowe, Business Analyst, Reconnect NZ - **Days** — not weeks, to complete case scheduling and processing [Read Story](https://www.skedulo.com/customers/reconnect-nz/) ## Frequently Asked Questions ### Can Skedulo schedule caseworker and family support visits? Yes. Skedulo schedules case visits, family support appointments and program sessions using role, availability, location, program requirements and due date. Reconnect NZ moved from spreadsheets, calendars, timesheets, calls and emails to Skedulo, and processing that used to take weeks now takes a couple of days. ### How can teams track overdue visits? Record due dates on visit requirements and review outstanding work against available staff. Configure reminders or escalations for your process; recording a date does not guarantee a visit happens on time. ### Can caseworker requirements and family availability guide reassignment? Yes. Review caseworker requirements, existing commitments, location, and the family's appointment window. Tempo can help prepare options using the information available in your setup. ### Can caseworkers complete progress notes and forms on mobile? Yes. Caseworkers can record progress notes, forms, and visit status on mobile. Configure workflows for linked follow-up tasks and review missing documentation through your service process. ### How does Skedulo work alongside a child welfare case management system? Case management systems hold the case record, placement details and statutory reporting, and that stays where it is. Skedulo schedules the visits, sessions and staff time around each case, then shares progress notes, visit status and follow-up information back to the case management system through integrations. _Keep Exploring_ ## More for your family service teams. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Disability & Supported Living](https://www.skedulo.com/industries/healthcare-human-services/disability-supported-living/) - [Mental Health & Addiction Services](https://www.skedulo.com/industries/healthcare-human-services/mental-health-addiction-services/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your child, youth, and family services. Talk with us about case visits, family appointments, program staffing, and the records your teams need. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/" type: "page" title: "Therapy & Community Nursing Scheduling Software | Skedulo" description: "Schedule mobile therapy and community nursing visits by discipline, credentials, caseload and travel. Clinicians get visit details and documentation on mobile." --- # Nursing and allied health, scheduled around your patients. Plan visits using discipline, credentials, continuity and patient availability. Account for caseload and travel, with visit details and documentation available in Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Physiotherapist coaching elderly man through arm stretches at home](https://assets.skedulo.com/uploads/hub-heroes/community-nursing-allied-health-hero-photo-v1.webp) ## Trusted by community nursing and allied health teams scheduling visits. - total care by Access - Concentric - Everyday Independence - Synapse - HealthStrong - Easterseals _Who it's for_ ## Capacity includes travel, visit time and continuity. A gap between appointments may not fit another visit once travel and visit time are counted. Managers review capacity across teams. Schedulers check whether each clinician has time for another visit. _Runs the operation_ ### Clinical services manager Review workload, appointment conflicts and capacity across clinical service teams. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member in a polo shirt using a tablet in a corridor](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-nursing-allied-health/cnah-07-a.webp) _Plans the work_ ### Visit scheduler Use the time a cancellation releases, with discipline, travel and patient availability in view. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Office worker using a laptop at a desk, a pinned map on the wall behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-cnah-plans-20261009a.webp) _Does the work_ ### Community nurse View appointment details and care instructions on Mobile, then record progress notes and measurements. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker using a tablet in the driver's seat of a parked car](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-nursing-allied-health/cnah-01-a.webp) _How it runs_ ## Referrals, clinical visits and service records. _[ 01 ]_ ### Referral requirements Record discipline, visit type, location, and the priority supplied with each referral, therapy plan, or clinical visit request. _Illustration: Skedulo card for Epic, a custom integration: its E monogram in purple, Connected, 2 data flows. A care team assignment in Epic, Carol Ng for home health, syncs in real time and becomes visit VISIT-4879 in Skedulo, Thu 14 Aug at 10:00 AM. Then the booked visit goes back to Epic as the appointment, 1 synced in 0.7 seconds._ _[ 02 ]_ ### Clinician allocation Match clinicians using credentials, availability, travel, caseload, continuity, and the patient’s appointment window. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 1.9 miles from #4830, then Doug Lindqvist at 81, 26 minutes added and crossing territory, and Bridget Hanley at 64, 38 minutes added with her shift ending at 3:30 PM_ _[ 03 ]_ ### Travel and appointment planning Group visits geographically while keeping visit duration and recorded clinical priority in view. _Illustration: Skedulo Analytics tile: the North region's travel per job, a blue line over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline turns from 43 minutes, up 15%, to 38 minutes after the plan, down 12%._ _[ 04 ]_ ### Visit details on Mobile Clinicians can view appointment details and care instructions, complete forms and record progress notes and measurements on Mobile. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ _[ 05 ]_ ### Cancellations and reassignment Caseload views show the time released by a cancellation and support review of possible reassignments. _Illustration: Skedulo mobile visit record: Attended? answered No, cancelled, and the section it opens - Cancellation reason, Unwell on the day, and the comment the worker types: Daughter called at 8:40am - resting at home, GP visit booked_ _[ 06 ]_ ### Visit records and recorded time Integrations can share visit and follow-up records with clinical and administration systems, and recorded time with payroll, billing and reporting workflows. _Illustration: Skedulo integrations card, Connected: the Skedulo mark in the middle of a small map, Salesforce (work orders) and Workday (worker details) wired in on the left, Salesforce (job status) and Finance (invoicing) wired out on the right. A packet runs each wire in turn - the request that becomes JOB-4803 in, the clinicians' hours and leave in, the completed visit back to Salesforce and on to Finance for invoicing - and each wire stays lit_ _Tempo_ ## Review the caseload with Tempo. Explore assignment options and prepare visit updates with Tempo alongside your coordinators. It uses the records, actions and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo answering a wound pump alarm from its issue: Ray Tanaka's negative pressure wound therapy pump has lost its seal, and the clinical manager wants a nurse trained on wound pumps there within 2 hours. The issue lands in red on a blank screen and becomes the task's header; Tempo reads his call, today's nursing caseloads and his plan of care, and the context panel opens on the pump and the nurses' load. Tempo weighs three nurses, picks Ingrid Sattler, sends her to Ray for about 11:20 AM, moves her routine 11:30 AM visit to 2:30 PM and texts Ray her arrival_ _The Toolkit_ ## Caseloads, travel and documentation in daily practice. ### Clinical visit scheduling Schedule visits using discipline, credentials, availability, travel, continuity, and visit type. _Illustration: Skedulo card listing the clinicians on visit #4809, 3 of 4 placed: Aaron Feldman as Care team leader, Dispatched, then the members - Andre Bassett, Dispatched, and Brooke Feeney, Confirmed_ ### Caseload and capacity view See workload, appointment conflicts, and capacity across clinical service teams. _Illustration: Analytics tile: 87% of available hours worked this week, up 3 points, with a long bar per role against its available hours - Registered Nurse 91%, Enrolled Nurse 84%, Support Worker 82% - and the Support Worker bar filling from 79%_ ### Assignment support from Tempo Prepare assignment options and visit updates with Tempo alongside coordinators. _Illustration: A stack of Skedulo context cards on a soft blue card. The top card is Gloria Benitez, on Interstate 25 at Alameda Avenue: a street map with a red crash marker at the interchange and her photo pinned just south of it on the highway. Under the map: 2 impacted jobs, JOB-4821 and JOB-4803, and nearing overtime, 7h 34m of 8h._ ### Mobile clinical documentation Give clinicians visit details, forms, progress notes, measurements, and status updates on mobile. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ### Connected operational records Share visit activity and operational information with other systems through integrations that reflect your record ownership and access requirements. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing left to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ ## NJRA grew from 15 to 20 accounts per therapist. - **Before** - Manual weekly Excel schedules, with therapists visiting 5–8 locations a day. - Patient info faxed to the home office once a month, limiting visibility. - **With Skedulo** - Skedulo and Salesforce combined for real-time scheduling, routing, and communication. - Secure mobile workflows replaced faxed paperwork, backed by Skedulo’s privacy and security program. - **Outcome** - Accounts per therapist grew from 15 to 20. - 20% year-over-year growth for three years running. > Our ability to schedule efficiently is necessary to provide high-quality care and service … We were shocked to see the effect Skedulo had in enabling us to do more with less. These benefits extended beyond just our mobile workforce. We saw greater efficiency in our back-office operations, invoicing, and sales. > > — Greg Pino, VP Operations and Sales, NJRA - **+33%** — more accounts per therapist, serving 100+ skilled nursing facilities [Read Story](https://www.skedulo.com/customers/new-jersey-respiratory-associates/) ## Frequently Asked Questions ### Can Skedulo schedule nurses and therapists by discipline and credential? Yes. Clinician records hold disciplines, credentials and expiry dates, and Skedulo considers them with availability, travel and caseload for nursing, physiotherapy, occupational therapy and speech therapy visits. Required skills can be set on each visit, so schedulers see which clinicians hold them, and expired credentials are flagged. ### How does Skedulo balance caseloads across clinicians? Review each clinician's assignments, available time, travel, and recorded discipline requirements before moving visits. Tempo can help prepare options; the clinical service determines suitability and priority. ### Can continuity, travel and patient availability shape the schedule? Yes. Consider established care relationships, travel, and patient appointment windows alongside visit requirements. Review those constraints when visits change. ### Does Skedulo work for contract therapy teams covering multiple facilities? Yes. NJRA's respiratory therapists serve more than 100 skilled nursing facilities and often visit five to eight locations a day. After replacing weekly Excel schedules with Skedulo and Salesforce, NJRA grew from 15 to 20 accounts per therapist, a 33% increase. ### Can clinicians keep working without mobile signal? Yes, for supported offline actions. Mobile saves those changes on the device and syncs when connectivity returns. Check the forms, extensions, and connected actions your clinicians use, as some require a connection. ### How does Skedulo connect with our clinical systems? Keep clinical documentation and billing in the systems you use for them. Skedulo coordinates visits and mobile work, with configured integrations and an extensible platform for additional operational processes. _Keep Exploring_ ## More for your community clinical teams. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home & Community Care](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) - [Residential Aged Care](https://www.skedulo.com/industries/healthcare-human-services/residential-aged-care/) ### Use Cases - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See how Skedulo fits your community clinical services. Talk with us about nursing and allied health visits, caseloads, travel, mobile records, and follow-up workflows. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/disability-supported-living/" type: "page" title: "Disability Services Scheduling Software | Skedulo" description: "Roster NDIS and disability supports around participant routines. Match support workers on skills, preferences and continuity, and record supports on mobile." --- # Plan support around participants and their routines. Coordinate recurring shifts, community visits, and appointments. Match support workers by skills, participant preferences, continuity, and availability. Keep schedules and mobile records up to date as plans change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Support worker baking alongside young man with Down syndrome in supported living kitchen](https://assets.skedulo.com/uploads/hub-heroes/disability-supported-living-hero-photo-v1.webp) ## Trusted by teams coordinating participant support. - Mercy Connect - The Housing Connection - Maple Community Services - South West Community Care - Easterseals - Vision Australia _Who it's for_ ## Shared staff across supported living and community visits. Recurring shifts, appointments and community access draw on the same support workers. Coordinators review skills, participant preferences and established relationships alongside availability and travel. When a shift needs cover, Tempo, Skedulo's AI agent for schedulers and dispatchers, can prepare replacement options from participant requirements. _Runs the operation_ ### Service manager Plan recurring shifts and community visits in one schedule, across shared or separate staff pools. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member placing a blank card on a wall planning board](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/social-support-case-management/scm-10-a.webp) _Plans the work_ ### Rostering coordinator Compare eligible support workers on continuity, travel and overtime before approving a change. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Staff member using a tablet in a residential lounge](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/disability-supported-living/dsl-03-a.webp) _Does the work_ ### Support worker Receive schedules, participant details, tasks and forms in Skedulo Mobile, then record notes, time and outcomes. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Staff member playing a board game with two adults in a lounge](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/disability-supported-living/dsl-08-a.webp) _How it runs_ ## Support plans, shifts and service records. _[ 01 ]_ ### Rostered supports Turn recurring supports, appointments, and community access into rostered work, with participant needs, required skills, and routines attached. _Illustration: Skedulo roster builder on a hatched ground, 1 - 7 March: three shift templates - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - build a seven-day roster for Carol Ng and Kevin Maszaros, a Support Worker, with one open shift on Sunday afternoon. Allocate picks Bridget Hanley, available, qualified and within the award, and the shift turns solid with her initials; beside it the offer path - targeted to 4 eligible, first to accept._ _[ 02 ]_ ### Matching and continuity Match support workers using skills, participant preferences, relationship history, location, continuity, and availability, from shared or separate staff pools. _Illustration: Skedulo worker matching panel on a hatched ground: an open Tuesday 4 March 2pm - 10pm shift, and four candidates checked for availability, skills, qualifications and the agreement - one has the wrong role, one would break the 10-hour rest, one is already working that morning - and Carol Ng, 24 of 40 hours, who fits the shift and the week, is allocated and notified._ _[ 03 ]_ ### Support details on Mobile Support workers receive schedules, participant details, tasks, forms, and notes on mobile. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its lower third: Kevin's Summary with today's 2pm - 10pm shift starting in 8 minutes and his upcoming shifts. A banner drops in - Thursday's shift now starts at 2:30pm and is marked updated - and a new open Sunday shift is offered to him, first to accept._ _[ 04 ]_ ### Replacement options Coordinators compare eligible support workers with continuity, travel, participant impact, and overtime visible before approving a change. _Illustration: Skedulo cover request on a hatched ground: Carol Ng cannot work her Wednesday 6am - 2pm morning shift, unavailable for family reasons. Under it two staff who could cover - Gloria Benitez, available with 16 hours' rest, and Doug Lindqvist, who would hit the 38-hour maximum. The award check passes, the cover is approved and confirmed, and the roster slice beside it shows Gloria on Wednesday's morning shift in Carol's place._ _[ 05 ]_ ### Notes, time and follow-up Support workers record notes, service outcomes, time, and follow-up needs during the support provided. _Illustration: Skedulo mobile attendance roll on a hatched ground: Margaret Boyd, born 1943, of 12 Dock St, South Brisbane, attended; Ray Tanaka, of 48 Merivale St, attended, with 2 alerts; Glenys Hart, of 7 Tribune St, cancelled, with 1 alert._ _[ 06 ]_ ### Connected service records Integrations share attendance, completed supports, exceptions, and progress notes with case management, payroll, billing, and reporting systems. _Illustration: Skedulo timesheet console on a hatched ground, 1 - 7 March, approver Jen Alvarez: 800 hours worked against 792 scheduled, exceptions cleared and every timesheet approved. Five staff list scheduled and worked hours side by side, an overtime exception approved and a missed punch matched to its shift, and the period goes to payroll: 800 hours, $64,020._ _Tempo_ ## Review support arrangements with Tempo. Explore replacement options and prepare assignment changes with Tempo, using the participant records, actions and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering an evening medication pass from its issue: support worker Andres Pinto's medication administration certification has lapsed, and he is the only worker on tonight's shift at Elm Court, a supported living home, with the 8:00 PM medications. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the credential check, the certified workers and the residents' preferences, and the context panel opens on Andres and tonight's shift. Tempo picks Kevin Maszaros, certified and known to the residents, rosters him and books Andres's renewal class_ _The Toolkit_ ## Participant detail in everyday scheduling. ### Shifts and community visits Plan recurring shifts and community visits in the same schedule. _Illustration: The same Skedulo roster panel after publish: 1 - 28 Mar 2026, Southbank Clinic, Ward B, marked Published with a green pill; the week strip solid, Sat 1 filled, Mon 3 cleared, Fri 7 covered; under it the notices sent on the same three days, each with a green tick - two morning shifts filled, double-booking resolved, cover for Gloria confirmed - then 19 people notified, and a Change log button where Publish stood_ ### Support worker matching Match support workers using skills, participant preferences, continuity, location, and availability. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match, ten minutes of extra travel and 1.9 miles from her last booking; Doug Lindqvist at 81, 26 minutes, crossing territory; and Bridget Hanley at 64, 38 minutes, her shift ending at 3:30 PM._ ### Assignment support from Tempo Prepare replacement options using recorded participant requirements and staff availability. _Illustration: A stack of Skedulo context cards on a soft blue card. The top card is Gloria Benitez, on Interstate 25 at Alameda Avenue: a street map with a red crash marker at the interchange and her photo pinned just south of it on the highway. Under the map: 2 impacted jobs, JOB-4821 and JOB-4803, and nearing overtime, 7h 34m of 8h._ ### Support records on Mobile Support workers can view participant details, complete forms and update tasks and service status in Mobile. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Records and reporting Integrations can share completed support records with case management, payroll, billing and reporting systems. _Illustration: Skedulo Integrations card: 121 integrations, a search, and rows of the applications' own logos by category - CRM with Salesforce, marked connected by a green dot, HubSpot and Dynamics 365; HR and payroll with Workday, connected, BambooHR and ADP; then Accounting and ERP with NetSuite, QuickBooks and Xero. Calendar is typed and the rows give way to three results - Google Calendar, Connected, Microsoft Outlook and Calendly - then the word is cleared and the library returns._ ## IDSS simplified rostering as its support services grew. - **Before** - An aged-care-focused platform that was impossible to scale. - A second system that failed at every turn during a pivotal growth point. - **With Skedulo** - Reliable, proven scheduling that grew with IDSS as it scaled. - Swimlanes show pending shifts, available staff, and shift progress in one view. - **Outcome** - Support workers access participant details, NDIS plan goals, and incident reporting on mobile. - In the 2022 case study, IDSS had 260 staff serving more than 465 clients across a 700 km radius. > If Skedulo disappeared I would be leaving the country. Without it, we would not have been able to perform the support we have in the last couple of years. > > — Kahli Olesan, Executive Director, IDSS - **260** — staff now serving more than 465 clients across a 700km radius [Read Story](https://www.skedulo.com/customers/idss/) ## Frequently Asked Questions ### Can Skedulo match support workers by skill, preference and relationship? Yes. Use recorded skills, preferences, established relationships, location, and availability when allocating work. Coordinators confirm suitability and current screening status; a stored expiry date does not verify clearance. ### Can providers roster supported living shifts and community access visits together? Yes. Supported living shifts, in-home supports, and community access visits can share a schedule. Review timing, travel, and participant requirements when they draw on the same staff. ### What happens when a participant's regular support worker is unavailable? Coordinators review established relationships, skills, availability, and travel before reallocating support. Tempo can help prepare options using your configured records and actions. _Keep Exploring_ ## More for your support services. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Residential Aged Care](https://www.skedulo.com/industries/healthcare-human-services/residential-aged-care/) - [Home & Community Care](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) - [NDIS](https://www.skedulo.com/industries/ndis/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See how Skedulo fits your support services. Talk with us about participant routines, recurring shifts, community visits, and the records your support teams need. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/home-community-care/" type: "page" title: "Home Care & Home Health Scheduling Software | Skedulo" description: "Schedule home care and home health visits around care worker skills, client continuity and travel. Care workers get visit details on mobile; clients get updates." --- # Home visits planned around clients and travel. Skedulo's home care and home health scheduling software plans visits around client needs, care worker qualifications, established relationships, and travel. Give care teams visit details and mobile forms, and keep clients informed when schedules change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Home care worker reviewing care plan on tablet at client's dining table](https://assets.skedulo.com/uploads/hub-heroes/home-community-care-hero-photo-v1.webp) ## Trusted by teams that can't miss a visit. - Western Reserve Area Agency on Aging - Easterseals - HealthStrong - Everyday Independence - total care by Access - Concentric _Who it's for_ ## For the teams behind every home visit. One late visit can push every client after it. Visit schedules, client details and progress records support different decisions across the care team. _Runs the operation_ ### Care manager Review outstanding visits and follow-up across the service, with current schedules and progress records in view. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Team leader reviewing a plan with a colleague at a whiteboard](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-health-public-health/cph-10-a.webp) _Plans the work_ ### Care coordinator Compare qualified care workers, established client relationships and travel when arranging cover. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Care coordinator on a phone call reviewing a visit schedule on a laptop at a desk](https://assets.skedulo.com/uploads/photo-library/stock/planner-coordinator-hc-20261007a.webp) _Does the work_ ### Care worker View client and visit details on Mobile, then record notes, time and progress during the appointment. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Home care worker logging visit notes on smartphone in parked car](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/home-community-care/hcc-07-a.webp) _How it runs_ ## Home-care scheduling, from referral to visit record. _[ 01 ]_ ### Visit requirements Record the visit type, expected duration, service priority, and location so coordinators can plan the appointment. Support both clinical home health and nonclinical home care requests. _Illustration: Skedulo visit details on a hatched ground for JOB-4821, a physio follow-up for mobility on Wednesday 13 August, 2:00 - 3:30 PM, en route: type routine care, the description - review exercises, assess the stairs transfer, update the care plan - normal urgency and the account, with resources and tasks below._ _[ 02 ]_ ### Client and care worker matching Match on qualifications, availability, location, service type, continuity with the client, and the appointment window together. _Illustration: Skedulo visit panel on a hatched ground for the physio follow-up, JOB-4821, en route, open on its care team: three allocated against the required team - Aaron Feldman, team leader, confirmed, safety training complete; Gloria Benitez, dispatched, safety training complete; and Andre Bassett, confirmed, his safety training not completed - with details and tasks below._ _[ 03 ]_ ### Travel and appointment windows Plan the sequence of visits around appointment windows, expected visit durations, and travel time. Review the effect on each care worker's schedule before assigning more visits. _Illustration: Skedulo visit panel on a hatched ground for the physio follow-up, JOB-4821, en route: its Travel section with a map of the drive, 5.8 miles and 22 minutes, arriving 2:42 PM, and a 6-minute delay for heavy traffic, with details and route information below._ _[ 04 ]_ ### Visit details on Mobile Care workers can view schedules, client details and visit tasks on Mobile, then complete forms and record notes, time and status. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a nurse's Summary for an 8:00am - 2:00pm community shift in South Brisbane, in progress with its timer running and Start break and End shift. Under it, the three home visits on the shift: wound care for Margaret Boyd, complete; medication administration for Ray Tanaka, in progress; a wellbeing check for Glenys Hart. Complete visit is pressed and Ray's visit turns complete, then Start travel is pressed and Glenys's visit shows en route while the shift keeps its own clock_ _[ 05 ]_ ### Cancellations and cover When a visit changes or a care worker is unavailable, review staffing options, travel, and affected appointment windows before updating the schedule. _Illustration: Skedulo mobile visit form card on a hatched ground: Attended? answered No, cancelled; the cancellation reason Unwell on the day; and the comment - the daughter called at 8:40am, she is resting at home and a GP visit is booked._ _[ 06 ]_ ### Care and administration records Notes, time, status, and follow-up tasks reach care and admin systems, payroll, billing, and reporting through integrations and APIs. _Illustration: Skedulo Integrations library on a hatched ground: a search, 121 integrations, category chips with counts - CRM 11, HR and payroll 6 - and sections of tiles, each the application's own logo with the name and Connected or Available: Salesforce, HubSpot, Microsoft Dynamics 365 Sales, Workday, BambooHR. Calendar is typed and the library narrows to Google Calendar, Microsoft Outlook and Calendly, with Build a custom integration; the word is cleared and the library returns._ _Tempo_ ## Review the day's visits with Tempo. Ask about the schedule, compare assignment options and prepare client updates with Tempo. It uses the records, actions and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a snow closure from its issue: caregiver Marta Kowal can't reach Evergreen, where Margaret Boyd lives alone and needs help at 8:00 AM getting up, with breakfast and her medications. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the road closure, caregivers nearby and Margaret's care plan, and the context panel opens on Evergreen's weather and her visit. Tempo weighs three caregivers, picks Fiona Brennan, who lives in Evergreen and knows Margaret, assigns her, texts Margaret's daughter Lorraine and moves Marta to Lakewood clients_ _The Toolkit_ ## Client continuity and travel in the same plan. ### Visit scheduling with travel in view Plan visits using client location, expected duration, care worker availability, and travel time. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each clinician's day before adding one - and the rules: licensed for the job type, within 25 miles of home base, and overtime to close a gap left off._ ### Established care relationships Consider existing relationships and client preferences alongside qualifications, availability and location when allocating visits. _Illustration: Skedulo best-match card for visit JOB-4821: Gloria Benitez ranked first with a 96 match, ten minutes of extra travel and 1.9 miles from her last visit; Doug Lindqvist at 81, 26 minutes, crossing territory; and Bridget Hanley at 64, 38 minutes, her shift ending at 3:30 PM._ ### Visit changes with Tempo Prepare assignment options and client updates with Tempo using the actions available in your setup. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ### Mobile visit records Care teams can access visit details and forms in Mobile, with notes, status updates and follow-up tasks linked to the appointment. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Connected visit records Integrations can send completed visit records to care, administration, payroll, billing and reporting systems. _Illustration: Skedulo card for Epic, a custom integration: its E monogram in purple, Connected, 2 data flows. A care team assignment in Epic, Carol Ng for home health, syncs in real time and becomes visit VISIT-4879 in Skedulo, Thu 14 Aug at 10:00 AM. Then the booked visit goes back to Epic as the appointment, 1 synced in 0.7 seconds._ ## More appointments scheduled with less scheduling scramble. - **Before** - Manual scheduling via Microsoft Access and multiple spreadsheets. - Schedulers relying on memory to match qualifications and language skills. - **With Skedulo** - Practitioners matched by qualification, gender, and language, with client details sent straight to their mobile device. - Appointment confirmations and required documents sent automatically. - **Outcome** - Time to schedule appointments cut in half. - A four-person team now manages 1,200+ appointments a week, a 30% increase. > With Skedulo, we have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage. > > — Chris Kalavas, Salesforce Development Lead, HealthStrong - **50%** — less time to schedule appointments, with a four-person team now managing 1,200+ appointments a week, a 30% increase [Read Story](https://www.skedulo.com/customers/healthstrong/) ## Frequently Asked Questions ### What does home health scheduling software do? It assigns visits to clinicians and care workers, puts each day's visits in order, and keeps the schedule current when visits change. In Skedulo, coordinators match each visit on qualifications, availability, location, continuity with the client and the appointment window, with travel time in view. Care workers then open client details, tasks and forms for each visit on mobile. ### Can Skedulo schedule both home health and non-medical home care visits? Yes. Skedulo schedules clinical home health visits and non-medical home care services, matching on qualifications, availability, location, continuity with the client and the appointment window. Recurring visit patterns can be set up once and adjusted when a client's plan changes, and care workers get client details, tasks and forms for each visit on mobile. ### How does care worker scheduling software protect continuity of care? Use established care relationships and recorded preferences alongside qualifications, location, and availability. Coordinators review those factors when arranging cover; the schedule cannot guarantee the same worker is always available. ### What happens when a care worker is unavailable or a visit runs long? Coordinators review available care workers, travel, and affected appointment windows. Tempo can help prepare options and updates using your configured records and actions. Confirm the assignment and relevant communications through your service process. ### Does Skedulo support electronic visit verification (EVV)? Skedulo can capture visit details, time, and location. Whether that supports your visit verification process depends on the data, integration, and system requirements where you operate. Confirm the proposed setup with your verification provider before relying on it for submission or compliance. ### Can clients and families get visit reminders and arrival updates? Yes, through configured communications. Teams can set them up to send appointment confirmations, reminders and updated arrival windows when a visit changes. Solace Pediatric Home Healthcare emails families their weekly therapy schedule and uses Skedulo to text them when a clinician is running behind, and saw an 84% reduction in patient no-shows within one quarter. ### How does Skedulo fit alongside care and billing systems? Skedulo plans visits and shifts across service lines and supports mobile work. Our Pulse Platform lets you build additional processes, while configured integrations connect clinical, client, billing, and workforce systems. _Keep Exploring_ ## More for your home and community care teams. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Community Nursing & Allied Health](https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/) - [Residential Aged Care](https://www.skedulo.com/industries/healthcare-human-services/residential-aged-care/) ### Use Cases - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your home and community care services. Talk with us about the clients you support, the care teams you schedule, and how you manage visits, travel, and changes through the day. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/hospitals-health-systems/" type: "page" title: "Hospital Staff Scheduling & Rostering Software | Skedulo" description: "Roster hospital staff by role and credential, fill open shifts from float pools, and assign patient transport and discharge tasks, with time captured on mobile." --- # Hospital shifts and service tasks in one operational view. Plan rosters, match float teams to department needs, and send open shifts to eligible staff. Assign internal service tasks and capture mobile status, notes, and time as work is completed. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Ward clerk tidying folders at nurses' station](https://assets.skedulo.com/uploads/hub-heroes/hospitals-health-systems-hero-photo-v1.webp) ## Trusted by hospitals coordinating staffing and service tasks. - Kaiser Permanente - Bluecrest - BB Imaging - New Jersey Respiratory Associates - Concentric - total care by Access _Who it's for_ ## Redeployment affects both departments. Moving a staff member fills one gap and can open another. Managers see the commitments left behind, alongside transport, equipment and other service tasks that still need cover. _Runs the operation_ ### Department manager Review shift coverage, roles and staffing gaps across departments before reallocating anyone. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member using a tablet in a doorway off a corridor](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-03-a.webp) _Plans the work_ ### Staffing coordinator Match float and relief staff to department requirements, credentials and unit experience. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at two monitors in a hospital office](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-hos-plans-20261009a.webp) _Does the work_ ### Patient transport officer Pick up transport, discharge and equipment tasks in Skedulo Mobile, updating status and notes as each is done. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Staff member wheeling an empty hospital bed along a bright corridor](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-01-a.webp) _How it runs_ ## Department coverage through to recorded work. _[ 01 ]_ ### Department requirements Record department, role, priority, site, and time window for staffing needs and internal service requests. _Illustration: Skedulo demand drivers for Ward B at Southbank Clinic, Saturday 8 to Friday 14 March, on a hatched ground: a patient census of 28 beds, 64 appointments a day and a Saturday open day feed in, and translate through one RN per four patients, at least two RNs on the ward and 6am - 10pm operating hours into a Registered Nurse forecast for each day. The plan shows 20 RNs required, 19 planned and 1 to fill, within the approved $68,000 budget._ _[ 02 ]_ ### Roster planning Build rosters using roles, credentials, unit requirements, availability, demand, and workforce rules, including working-time and fatigue rules. _Illustration: Skedulo roster check for Ward B, 1 - 7 March, on a hatched ground, against the Nurses Award 2020 and the Southbank scheduling policy: the 10-hour minimum rest between shifts blocks Doug Lindqvist's Monday afternoon into Tuesday morning, so the Tuesday morning moves to open shifts for Jen Alvarez's approval; maximum weekly hours warns; the meal break, at least two RNs on the ward and a current police check pass. The roster is ready to publish, five rules checked in 38 ms._ _[ 03 ]_ ### Float staff and shift offers Compare float staff, redeployment, overtime, and other qualified options with the impact on each unit visible. Send open shifts to eligible staff on mobile. _Illustration: Skedulo change request queue for Ward B, 1 - 7 March, on a hatched ground: Doug Lindqvist reassigned from Monday's 6am - 2pm to the 2pm - 10pm shift warns +$46 overtime at 38 hours and goes for approval; Gloria Benitez's Tuesday swap with Carol Ng and cover from the eligible pool for Carol's unavailable Wednesday morning both pass the Nurses Award, and the two clean changes are approved with Gloria and Carol notified._ _[ 04 ]_ ### Internal service assignments Assign and track patient transport, discharge coordination, diagnostics support, and equipment tasks, with mobile status, forms, and notes updated as staff complete the work. _Illustration: Skedulo mobile shift handover form card: Ward B rounds at 9:30pm and the Bay 3 call bell replaced are ticked done, Oxygen cylinder low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ _[ 05 ]_ ### Attendance and task records Capture attendance, assignment changes, completed tasks, exceptions, and time for review. _Illustration: Skedulo timesheet console for Ward B, 1 - 7 March, approver Jen Alvarez, on a hatched ground: 800 hours worked against 792 scheduled, exceptions cleared and every timesheet approved. Five staff list scheduled and worked hours side by side, Kevin Maszaros's 0.3 hours of overtime approved and Doug Lindqvist's missed punch matched to his shift, and the period goes to payroll: 800 hours, $64,020._ _[ 06 ]_ ### Workforce system updates Integrations can share recorded time, completed work and operational updates with HRIS, payroll and reporting systems. _Illustration: Skedulo card of approved time for Ward B, 1 - 7 March, on a hatched ground: 97 records and 800 hours, approved and locked on Friday 7 March, flowing down to three connected systems, each marked synced - payroll with 800 hours and $64,020, the HRIS with hours and leave, and finance with Ward B's labour cost - shared at 5:04 pm._ _Tempo_ ## Review staffing options with Tempo. Compare available staff and prepare assignment updates with Tempo alongside managers. It uses the records, actions and approvals enabled for your hospital. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a night shift sick call from its issue: Naomi Achebe calls in sick for tonight's 7:00 PM - 7:00 AM shift on 4 West, a medical telemetry unit at Pioneer Health, leaving 6 of the 7 Registered Nurses its staffing grid calls for. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the sick call, the float pool and the hospital's rest and overtime policy, and the context panel opens on the uncovered shift and the time left. Tempo picks Elif Kaya from the float pool, with cardiac monitoring and rested, offers her the shift and schedules her_ _The Toolkit_ ## Department rosters with service work in view. ### Hospital coverage view See shift coverage, roles, sites, and staffing gaps across departments. _Illustration: Skedulo roster panel before publish: the period 1 - 28 Mar 2026 for Southbank Clinic, Ward B, marked Draft; a week strip Sat 1 to Fri 7 with three dashed shift cells a day in morning green, afternoon blue and night purple, two amber Open cells on Sat 1, a rose double-booking on Mon 3 and a cyan Offer cell on Fri 7; under it the checks, each with its alert - Sat 1 two unassigned morning shifts, Mon 3 Doug Lindqvist double-booked, Fri 7 one shift under offer - and the Publish button held beside 3 to resolve_ ### Float and relief-team assignment Match available float and relief staff to department staffing and internal service requirements. _Illustration: Skedulo cover request for Ward B: Carol Ng cannot work her Wednesday 6am - 2pm morning shift, unavailable for family reasons. Under it two staff who could cover - Gloria Benitez, a Registered Nurse, available with 16 hours' rest, and Doug Lindqvist, an Enrolled Nurse, who would hit the 38-hour maximum. The Nurses Award check passes, the cover is approved and confirmed, and the roster slice beside it shows Gloria on Wednesday's morning shift in Carol's place._ ### Staffing changes with Tempo Prepare staffing options and assignment updates with Tempo alongside managers. _Illustration: A diagram on a soft blue card. A blue-edged box, Secure Agent Environment, with a lock on its top edge, holds Tempo's mark wired to what it works from: Context, Memory and Tools. Below it two small cards point up into the box with arrows: Rules, licensed for the job type and no overtime without approval; and Approval, Reassign JOB-4841, approved by Mark Doherty._ ### Transport and service tasks Assign and track patient transport, discharge coordination, outpatient support, and other operational tasks. _Illustration: Skedulo assignment card for task #4809: three of four clinicians assigned - Aaron Feldman as care team leader and Andre Bassett, both dispatched, and Brooke Feeney, confirmed._ ### Mobile work records Capture status, notes, time, forms, and exceptions on mobile for review and reporting. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as a grid of small squares in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time, making 91 on time_ _Operational visibility_ ## Coverage and task status for hospital managers. Department rosters, float staff options and internal tasks share an operational view. Mobile updates show managers assignment changes, completed work and recorded time; integrations can share those records with other systems. _Illustration: Skedulo card on a pale cyan ground reconciling Kevin Maszaros's Saturday 1 March afternoon on Ward B as three layers on one time axis from 2 pm to 10:30 pm: the shift, 2:00 - 10:00 pm, 8h 08m worked; the jobs inside it, Ward B rounds and discharges, 6h; and his tasks closed in turn - handover notes at 3:10 pm, medication rounds at 4:40 pm and an incident report at 9:30 pm, 3 of 3._ ## Frequently Asked Questions ### Can Skedulo schedule hospital staff by role, credential and unit? Yes. Staff records hold roles, credentials and expiry dates, and Skedulo uses them with department requirements, unit experience, availability and workforce rules when building rosters and evaluating replacements. Managers see the impact on the unit a float worker leaves as well as the unit they join. ### Can float pools and open shifts close coverage gaps? Yes. Match float and relief staff to recorded department requirements and send eligible staff shift offers. Managers decide priorities and review the commitments affected before reallocating someone. ### Does Skedulo apply working-time and fatigue rules? Yes. Configure working-time and other workforce rules for your environment and use them when reviewing assignments. Confirm rule coverage, inputs, and exceptions during implementation; scheduling does not replace your compliance process. ### Can hospitals schedule shifts and internal service tasks together? Yes. Hospitals can coordinate rosters with patient transport, discharge coordination, diagnostics support, outpatient support and equipment tasks, all in one operational view. Staff update status, forms and notes on mobile as they complete the work, and recorded time is shared with HRIS, payroll and reporting systems. ### Is Skedulo a patient appointment scheduling system? No. Skedulo schedules the hospital workforce and internal service work: rosters, float staff, open shifts and tasks like patient transport and discharge coordination. Patient appointment booking and operating room scheduling typically stay in your EHR or patient access system. ### How do shifts connect to internal service work? Plan shifts alongside internal service assignments such as transport and equipment tasks. Staff record progress on mobile, while our Pulse Platform lets you build the additional records, reviews, and connections your hospital needs. _Keep Exploring_ ## More for your hospital operations. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Blood, Plasma & Laboratory Collection](https://www.skedulo.com/industries/healthcare-human-services/blood-plasma-laboratory-collection/) - [Residential Aged Care](https://www.skedulo.com/industries/healthcare-human-services/residential-aged-care/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your hospital operations. Talk with us about department rosters, float teams, internal service tasks, and the records your operations teams need. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/medical-device-pharmaceutical/" type: "page" title: "Medical Device & Pharma Field Scheduling | Skedulo" description: "Schedule clinical specialists by product and procedure expertise, territory and provider availability, with visit notes and training records flowing to CRM." --- # Match provider visits with specialist expertise. Schedule field specialists by product knowledge, territory and provider availability. Visit details and forms are available in Mobile; integrations can share completed activity and follow-up with CRM. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Clinical trainer walking staff member through equipment control panel](https://assets.skedulo.com/uploads/hub-heroes/medical-device-pharmaceutical-hero-photo-v1.webp) ## Trusted by medical device and pharmaceutical teams coordinating specialist visits. - New Jersey Respiratory Associates - Bluecrest - Kaiser Permanente - BB Imaging - Concentric - total care by Access _Who it's for_ ## Product expertise and provider availability shape the visit. Training, provider support and device service each need different product knowledge. Territory, travel and appointment windows decide who can attend. _Runs the operation_ ### Field operations manager Review suitable specialists and their existing commitments before reallocating a visit. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person in a blazer reviewing a tablet beside a rolling equipment case in a hospital corridor](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-mdp-runs-20261009b.webp) _Plans the work_ ### Territory scheduler Build visit sequences around territory, provider appointment windows, travel and specialist availability. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map and schedule on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### Clinical specialist Access account details, visit objectives, approved materials and forms on Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker unloading equipment cases from a van at a building entrance](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/medical-device-pharmaceutical/mdp-03-a.webp) _How it runs_ ## From provider request to CRM record. _[ 01 ]_ ### Provider and program requirements Record product or program, priority, territory, and documentation requirements for provider requests, training, device maintenance, and support visits. _Illustration: Skedulo card on a hatched ground for the Salesforce integration, connected with four data flows: work order 00012345, a quarterly site inspection for the provider account, becomes JOB-4803 pending allocation in real time on Monday 11 August, and when JOB-4803 is complete at 5:21 PM on Wednesday the work order is set to completed, each synced in under a second._ _[ 02 ]_ ### Specialist expertise Match specialists using recorded product and procedure experience, credentials, account priority, location, availability, and request urgency. _Illustration: Skedulo best-match card on a hatched ground for JOB-4821: Gloria Benitez ranked first with a 96 match, ten minutes of extra travel and 1.9 miles from her last visit; Doug Lindqvist at 81, 26 minutes, crossing territory; and Bridget Hanley at 64, 38 minutes, her shift ending at 3:30 PM._ _[ 03 ]_ ### Territory and travel planning Build visit sequences using territory, provider appointment windows, travel, and specialist availability. _Illustration: Skedulo map of north-east Denver on a hatched ground, the North and Central regions tinted, with a table of regions and their local times including Kansas City an hour ahead. Wade Brennan's afternoon in North is drawn on it - three numbered stops from 1:00 to 4:45 PM with the drives between them marked 9 and 7 minutes._ _[ 04 ]_ ### Visit details on Mobile Specialists access account details, visit objectives, approved materials, forms, notes, and follow-up actions on mobile. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, cut off at its lower third: JOB-4803 at Pioneer Health Systems opening on a map of the site, then in progress, Wednesday 13 August, 4:00 - 6:00pm, and the address. Under Forms, matched to the job's type and the team, the site checklist lands with a Required tag - required before completion - then the toolbox talk record for all clinicians, optional._ _[ 05 ]_ ### Visit and training records Record visit purpose, training delivered, attendance, forms, and program details during the visit. _Illustration: Skedulo mobile card on a hatched ground headed Inspected assets, one row per asset recorded on the visit, each arriving in turn with its count: AST-1163 on the ground floor riser, N/A; AST-1152 in the level 3 plant space, FAIL in solid rose; and AST-1147 in the level 3 plant space, PASS._ _[ 06 ]_ ### CRM updates and follow-up Use configured integrations to share completed activity with CRM and workflows to assign any follow-up. _Illustration: Skedulo card for a quarterly site inspection: Salesforce work order 00012345, New, becomes JOB-4803 in Skedulo, pending allocation, Mon 9:12 AM. The job is dispatched on Wednesday at 8:04 AM and the work order reads Scheduled; the job completes at 5:21 PM and the work order reads Completed, back in Salesforce._ _Tempo_ ## Plan specialist coverage with Tempo. Review requests, compare assignments and prepare provider updates with Tempo. Its access and actions follow the setup and approval rules defined for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo rescheduling a medical device calibration from its issue: Pioneer Health's biomedical engineering cancels Thursday's window for four anesthesia machines and offers Saturday, with calibration due by Fri 31 Oct. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the cancellation, certified engineers and vendor credentials, and the context panel opens on the campus map and the visit. Tempo picks Ajay Kulkarni, certified and cleared, assigns Saturday, emails biomedical engineering and gives Aaron Feldman's Thursday to an infusion pump service_ _The Toolkit_ ## Field activity with the provider record in view. ### Field specialist scheduling Schedule specialists using territory, provider requirements, product knowledge, availability, and travel. _Illustration: Skedulo web messaging card for a group message titled Mark Doherty, Gloria Benitez, Odette Ferreira beside their three photos: Mark asks Gloria, Odette - all set for Pioneer Health at 2:40?, Odette answers Yes. Helen will meet Gloria at the dock., and Gloria replies Thanks - I'll message when I'm 15 minutes out._ ### Provider and program matching Match recorded specialist skills with provider priority, location, and visit documentation needs. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each clinician's day before adding one - and the rules: licensed for the job type, within 25 miles of home base, and overtime to close a gap left off._ ### Visit changes with Tempo Prepare schedule changes and follow-up with Tempo alongside the operations team. _Illustration: A diagram on a soft blue card. A blue-edged box, Secure Agent Environment, with a lock on its top edge, holds Tempo's mark wired to what it works from: Context, Memory and Tools. Below it two small cards point up into the box with arrows: Rules, licensed for the job type and no overtime without approval; and Approval, Reassign JOB-4841, approved by Mark Doherty._ ### Mobile provider visit details Specialists can view visit details, complete forms and record notes and follow-up actions in Mobile. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the customer signature line fills with Helen Pryor's signature, signed at 3:24 PM_ ### CRM and reporting integrations Integrations can share completed field activity with CRM, reporting and operations systems. _Illustration: Skedulo integrations card, connected: an integrations map with Skedulo in the middle, Salesforce and Workday wired in with work orders and worker details, and Salesforce and Finance wired out with job status and invoicing, a packet running each wire in turn._ _Connected records_ ## Visit records that connect back to CRM. Notes, forms and training attendance stay linked to the visit. Your integrations can update CRM, while workflows assign the follow-up your process requires. _Illustration: Skedulo web app open on JOB-4803, a quarterly site inspection for Pioneer Health Systems, marked complete: Wednesday 13 August, 4:00 - 6:00 PM with Gloria Benitez, the site checklist submitted with one failed check, and its activity - created from Salesforce work order 00012345, the checklist submitted on the mobile app, a failed-check workflow approved by Wade Brennan creating follow-up JOB-4871, Tempo booking it with Aaron Feldman for Friday, and completed work sent to finance for invoicing._ ## Frequently Asked Questions ### Can Skedulo schedule clinical specialists by product and procedure expertise? Yes. Use recorded training, experience, credentials, and site requirements alongside availability and travel. Your team verifies those records and confirms a specialist is approved and suitable for the work. ### Can territory plans, provider windows and travel shape assignments? Yes. Plan visits around territory, provider appointment windows, travel, and specialist availability. Review those commitments when a cancellation or new request changes the day. ### What happens when a specialist can't make a scheduled case or visit? Operations teams review suitable specialists and their existing commitments before reallocating the visit. Tempo can help prepare options and provider updates using the information available in your setup. ### Can field teams record visit notes and training attendance on mobile? Yes. Specialists can capture forms, notes, attendance, and status on mobile. Configure your review and follow-up process for missing information before sharing the record with other systems. ### How does Skedulo work with Salesforce? Skedulo's Salesforce solution connects scheduling with Salesforce records, so completed visits and training attendance can update the account in CRM. Integrations and APIs also share field activity with quality, learning and reporting systems, depending on the integration configured for your implementation. ### How is Skedulo different from asset-centric field service software? Skedulo schedules specialist visits using recorded expertise, territory, and provider availability. Our Pulse Platform supports additional operational records and workflows, with configured connections to service and CRM systems. _Keep Exploring_ ## More for your specialist field teams. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Hospitals & Health Systems](https://www.skedulo.com/industries/healthcare-human-services/hospitals-health-systems/) - [Community Nursing & Allied Health](https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Last Mile & Self-Scheduling](https://www.skedulo.com/use-cases/last-mile-self-scheduling/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your specialist field operations. Talk with us about provider visits, training, specialist availability, territory travel, and CRM workflows. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/mental-health-addiction-services/" type: "page" title: "Mental Health & Addiction Scheduling Software | Skedulo" description: "Coordinate mental health and addiction appointments, outreach and group programs. Match clinicians and peer workers, and turn missed contacts into follow-up." --- # Clinic appointments and community outreach on one schedule. Plan appointments, group programs and outreach with staff availability and continuity in view. Mobile records and service-defined workflows link each visit to its follow-up. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Support worker walking with client through park mid-conversation](https://assets.skedulo.com/uploads/hub-heroes/mental-health-addiction-services-hero-photo-v1.webp) ## Trusted by mental health teams coordinating appointments and outreach. - Skylight Mental Health - Anglicare Tasmania - 3Bridges - The Housing Connection - Concentric - Everyday Independence _Who it's for_ ## New referrals compete with existing appointments. Fitting in a new referral can delay another client's follow-up or change their clinician. The service sets the priority, and program managers, coordinators and outreach teams work from it. Tempo, Skedulo's AI agent for schedulers and dispatchers, can prepare assignment changes for coordinators to approve. _Runs the operation_ ### Program manager Plan role-based coverage for programs, clinics, outreach and crisis-response teams. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Two colleagues looking over a printed chart at a table in a clinic office](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-mha-runs-20261009a.webp) _Plans the work_ ### Intake coordinator Assess a new referral against role requirements, continuity and available time. [Explore care coordination](https://www.skedulo.com/solutions/care-coordinators/) ![Office worker on a desk phone using a laptop, a notepad beside](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-mha-plans-20261009a.webp) _Does the work_ ### Outreach worker View relevant safety notes and visit details on Mobile before an outreach visit. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Staff member talking with a woman at a table in a school hall](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/community-health-public-health/cph-08-a.webp) _How it runs_ ## From referral to appointment and follow-up. _[ 01 ]_ ### Referral and appointment requirements Record the service type, priority, program, and location for each referral, appointment, or outreach request. _Illustration: Skedulo appointment details on a hatched ground for JOB-4821, a follow-up on Wednesday 13 August, 2:00 - 3:30 PM, en route: type routine care, the description - review exercises, assess the stairs transfer, update the care plan - normal urgency and the account, with resources and tasks below._ _[ 02 ]_ ### Staff allocation Match clinicians, peer workers, and outreach teams using role, availability, continuity, travel, and program staffing requirements. _Illustration: Skedulo assignment card on a hatched ground for appointment #4809: three of four clinicians assigned - Aaron Feldman as care team leader and Andre Bassett, both dispatched, and Brooke Feeney, confirmed._ _[ 03 ]_ ### Recurring sessions and groups Schedule counselling series and group programs around clinician continuity, client routines, and availability, with session notes linked to the appointment. _Illustration: Skedulo dialog on a hatched ground applying a saved roster template, Southbank 2 weeks, from 1 March to 28 March 2026: the summary shows 56 shifts for 19 staff and 800 hours, ready to apply._ _[ 04 ]_ ### Visit records on Mobile Teams can view relevant visit information and complete forms in Mobile. Your service defines which recorded outcomes create follow-up tasks. _Illustration: Skedulo mobile contact card on a hatched ground for Lorraine Webb, a carer, tagged primary contact and emergency contact, with Call and Message buttons and her contact details - carer, support decision maker, primary contact, emergency contact._ _[ 05 ]_ ### Missed contacts and open tasks Schedule and task views show missed contacts, overdue follow-up, open referrals and missing records. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ _[ 06 ]_ ### Program activity and reporting Completed activity and follow-up status support program reporting. Integrations can share those records with other systems. _Illustration: Skedulo card for Epic, a custom integration: its E monogram in purple, Connected, 2 data flows. A care team assignment in Epic, Carol Ng for home health, syncs in real time and becomes visit VISIT-4879 in Skedulo, Thu 14 Aug at 10:00 AM. Then the booked visit goes back to Epic as the appointment, 1 synced in 0.7 seconds._ _Tempo_ ## Review appointments and outreach with Tempo. Explore assignment options, prepare schedule updates and arrange follow-up with Tempo, using the records, actions and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo booking an urgent referral from its issue: a crisis stabilization unit discharges Grace Liu tomorrow, and the clinical team wants her seen within 72 hours by a Licensed Addiction Counselor. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the referral, counselor openings and her past care, and the context panel opens on her care history and the referral. Tempo weighs three counselors, picks Deborah Vance, who saw Grace in the spring, books Thursday at 11:00 AM, 25 hours after discharge, texts Grace and asks a peer specialist to call her_ _The Toolkit_ ## Appointments and outreach with follow-up in view. ### Program schedule view See appointments, outreach, staffing coverage, and service programs together. _Illustration: Skedulo mobile group roll: Margaret Boyd, of 12 Dock St, South Brisbane, attended; Ray Tanaka, of 48 Merivale St, attended, with 2 alerts; and Glenys Hart, of 7 Tribune St, cancelled, with 1 alert._ ### Follow-up with Tempo Prepare assignment changes and follow-up requests with Tempo alongside coordinators. _Illustration: Skedulo Tempo's chat: the coordinator asks who can cover Doug's afternoon without breaking Dana's window; Tempo gathers the absence, Dana's 2:00 - 5:00 PM window and three people nearby, and answers that Gloria Benitez can - free from 3:30 PM, six minutes away, arriving 3:45 - 4:15 PM, inside the window._ ### Mobile outreach Outreach teams can view relevant safety notes and visit details, complete forms and record progress in Mobile. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Coverage planning Plan role-based coverage for programs, clinics, outreach, and crisis-response teams. _Illustration: Analytics tile: 98% of Ward B's required shifts covered this week, up 2 points, with Tuesday drawn hour by hour from 6am to 6am, marked at the 2pm and 10pm shift changes - the staff needed as a smooth dashed curve over the staff rostered as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills and the step rises over the amber, leaving a sliver short after the 10pm handover_ ### Program reporting Use completed service activity in program reports and follow-up workflows, with integrations for records held in other systems. _Illustration: Analytics tile: 95% of today's 146 appointments on time, up 2 points, as one bar in three tones with the counts under it - 138 on time in green, 6 at risk in amber, 2 missed in rose - and an at-risk appointment arriving on time_ _Follow-up_ ## Follow-up assigned through your service process. Appointment status and Mobile records can trigger assigned tasks through workflows you define. Each task stays linked to the appointment for review by the responsible team. _Illustration: Skedulo mobile on an iPhone open on a client's details: Margaret Boyd, born 14 June 1943, of 12 Dock St, South Brisbane, with an alert for a falls history. Her records - 12 case notes, 3 assessments and a care plan - and the latest case note, a clinical note from Sunday 2 March linked to the Sunday morning group: attended, mobility steady with the frame, mood bright, daughter to be called about the March review._ ## Frequently Asked Questions ### Can Skedulo coordinate appointments, group programs and community outreach? Yes. Skedulo coordinates clinic appointments, counselling series, group programs, outreach visits and staffing coverage on one schedule, with program and role views. That includes check-ins and groups within substance use programs. ### How are clinicians and peer workers matched to clients? Review role, qualifications, established relationships, location, availability, and the service priority set by the clinical team. Coordinators confirm suitability when allocating or replacing staff. ### How does Skedulo handle missed appointments and follow-up? Set up tasks or messages from recorded appointment outcomes according to your service process. Tempo can help prepare follow-up, but attendance patterns do not by themselves establish clinical risk or the required response. ### Can outreach and crisis teams see safety information before a visit? Teams can receive relevant recorded safety information and forms on mobile, subject to access settings. Keep that information current and follow your service's safety and escalation procedures; the app is not an emergency-response system. ### Does Skedulo replace a mental health EHR or client record system? No. Your EHR or client record system holds the clinical record and documentation, and that stays where it is. Skedulo schedules and coordinates the appointments, community outreach and follow-up around that record, and shares completed service activity with it through APIs and integrations. _Keep Exploring_ ## More for your mental health and addiction services. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Disability & Supported Living](https://www.skedulo.com/industries/healthcare-human-services/disability-supported-living/) - [Home & Community Care](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your mental health and addiction services. Talk with us about your appointments, outreach teams, program coverage, and follow-up workflows. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/healthcare-human-services/residential-aged-care/" type: "page" title: "Aged Care Rostering & Nursing Home Scheduling | Skedulo" description: "Build aged care rosters, fill unplanned leave with eligible staff, and attach resident tasks and handover notes to every shift. For aged care and nursing homes." --- # Plan aged care shifts around resident needs. Plan rosters, send shift offers to eligible staff, and manage unplanned leave. Give staff resident service tasks and handover notes on mobile, and capture time for payroll review. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Allied health assistant guiding group exercise](https://assets.skedulo.com/uploads/hub-heroes/residential-aged-care-hero-photo-v1.webp) ## Trusted by aged care teams planning shifts around residents. - CPL - Choice, Passion, Life - Western Reserve Area Agency on Aging - Sylvanvale - Maple Community Services - Everyday Independence - Concentric _Who it's for_ ## Replacement staff need the right role and site knowledge. When unplanned leave opens a shift, residents' service tasks still need doing, and whoever covers needs the handover notes. Managers, roster coordinators and care staff each see the shift and its work together. _Runs the operation_ ### Care home manager Compare qualifications, availability and continuity when arranging cover for unplanned leave. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member using a tablet on a stand in a residential care lounge, residents reading behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-rac-runs-20261009a.webp) _Plans the work_ ### Roster coordinator Build rosters around demand, roles, sites, availability and workforce rules. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker using a laptop in a small care home office](https://assets.skedulo.com/uploads/photo-library/stock/persona-hhs-rac-plans-20261009a.webp) _Does the work_ ### Personal care worker View the roster, resident service tasks and handover notes in Skedulo Mobile before the shift starts. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Staff member carrying a tray beside a meal cart](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-07-a.webp) _How it runs_ ## Staffing requirements, shift work and time records. _[ 01 ]_ ### Coverage requirements Resident service needs and operating patterns show the coverage each home requires by role, qualification, and time. _Illustration: Skedulo coverage plan on a hatched ground for one week: Registered Nurse, Enrolled Nurse and Support Worker rows against the seven days, each day rostered against required at one nurse to four and at least two per role, with an extra RN on Saturday. Amber cells mark the shifts still short of their role: 58 required, 54 rostered and 4 to fill, with labour cost at $64,020 against a $68,000 target._ _[ 02 ]_ ### Roster planning Skedulo builds rosters around demand, roles, sites, availability, qualifications, and workforce rules. _Illustration: Skedulo roster builder on a hatched ground, 1 - 7 March: three shift templates - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day roster for Carol Ng, a Registered Nurse, and Kevin Maszaros, a Support Worker, with one open Registered Nurse shift on Sunday afternoon. Allocate picks Bridget Hanley, available, qualified and within the award, and the shift turns solid with her initials; beside it the offer path - targeted to 4 eligible, first to accept._ _[ 03 ]_ ### Published shifts and tasks Staff receive the roster with shift details, resident service tasks, and handover notes attached. _Illustration: Skedulo Publish complete dialog on a hatched ground: 56 shifts published and everyone on the roster notified, with the notices that went out - two unassigned Saturday morning shifts still open, Monday's double-booking resolved before publishing, and cover confirmed for Gloria Benitez's Friday leave._ _[ 04 ]_ ### Unplanned leave and shift offers Managers compare eligible staff with overtime, continuity, and task impact visible, or send a shift offer to eligible staff. _Illustration: Skedulo open-shift offer on a hatched ground: Saturday 8 March, a 2pm - 10pm afternoon shift for a Registered Nurse, unassigned and under offer. Targeted to 4 eligible staff first to accept, then widened to 9 eligible; Carol Ng has seen it, Gloria Benitez declined and Bridget Hanley accepted, so the shift turns allocated to Bridget and the 8 others are notified._ _[ 05 ]_ ### Work during the shift Staff can view resident service tasks, forms and care notes in Mobile, then update progress as work is completed. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a support worker's Summary at 1:52, today's 2pm - 10pm shift starting in 8 minutes and the next three shifts. A banner offers an open shift on Sunday 9 March; its page shows the clinic on a map, the role and Accept, which is pressed, and Sunday 9 March joins the upcoming shifts. At 2:00 the shift's page opens: Start shift is pressed, the shift is in progress with its start time recorded, and at 5:48 the medication rounds task is ticked done_ _[ 06 ]_ ### Time and exception review Review arrivals, completed tasks, exceptions and recorded time. Integrations can share the relevant records with payroll, HR and reporting systems. _Illustration: Skedulo time difference card on a hatched ground for Kevin Maszaros, Saturday 1 March: clocked out at 10:20 pm against a scheduled 10:00 pm, tagged +20 min, drawn as his worked bar running past the scheduled one. The reason picked is Handover ran over, and the record goes to Jen Alvarez, Scheduling Manager, for review._ _Tempo_ ## Review shift cover with Tempo. Compare available staff and prepare assignment changes with Tempo alongside managers. It works within your enabled records, actions and approval rules. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo staffing a change in care from its issue: Glenys Hart comes back from the hospital on hospice care, her son is staying the night, and the nurse wants comfort rounds every 2 hours, so the Willow memory care neighborhood needs a second personal care aide tonight. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the care plan, the aides off tonight and the night roster, and the context panel opens on Glenys and Willow. Tempo picks Hoa Pham, trained in memory care and rested, opens the shift, offers it to her and rosters her_ _The Toolkit_ ## Plan shifts and the work within them. ### Roster and coverage planning Plan rosters around roles, sites, availability, workforce rules, and resident service needs. _Illustration: Skedulo dialog saving a roster as a template: the template name Southbank 2 weeks, and what it keeps - shift times, assignees and unassigned counts - ready to reuse for the next roster period._ ### Shift offers and cover Send shift offers and notifications to eligible staff, with approvals for accepted changes. _Illustration: Skedulo roster change card: moving Doug Lindqvist's Monday 3 morning shift to the afternoon, 2pm - 10pm, with its impact worked out before confirming - cost +$46 for 2 hours of overtime at 1.5x, minimum rest of 10 hours met with 16 and the 38-hour weekly maximum warned at 40 - and the approval routed to Jen Alvarez, Scheduling Manager._ ### Staffing options with Tempo Prepare staffing options with Tempo using the records and actions available in your setup. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ### Tasks and handover notes on Mobile Schedules, resident service tasks, forms and handover notes are available to staff during the shift. _Illustration: Skedulo mobile shift handover form card: Ward B rounds at 9:30pm and the Bay 3 call bell replaced are ticked done, Oxygen cylinder low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ ### Time tracking and review Capture time, status and exceptions for review, with integrations for payroll and reporting. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run in ADP Workforce Now, 42 synced in 3.4 seconds. Then the completed work: 186 jobs to Finance as invoice lines ready to bill._ ## Regal Health grew from 70 to nearly 200 staff with less administration. - **Before** - Heavy administration for a team of 70. - A 20-year-old model that no longer matched how the business ran. - **With Skedulo** - Scheduling and rostering unified for the entire field workforce of nurses and support workers. - Resource planning built around real customer requirements. - **Outcome** - Nearly 200 staff rostered with minimal administration. - 97% of jobs still fulfilled during a period when 48% of staff were isolating. > Before, the level of admin work to support 70 staff was very heavy. Now, we have nearly 200 staff and the level of admin is minimal. > > — David Thompson, Operations Manager, Regal Health - **35%+** — drop in operating costs (excluding staff pay) as a share of revenue, while scaling from 70 to nearly 200 staff [Read Story](https://www.skedulo.com/customers/regal-health/) ## Frequently Asked Questions ### Can Skedulo roster aged care staff by role and qualification? Yes. Staff records hold roles, qualifications and expiry dates, and Skedulo uses them with availability, sites and workforce rules when building rosters and offering shifts. Templated rosters let managers reuse proven patterns instead of rebuilding each period from scratch. ### How does Skedulo handle unplanned leave and open shifts? Review available staff, recorded requirements, existing assignments, and workforce rules, then allocate cover or send a shift offer. Tempo can help prepare options; confirm cost treatment in your workforce and payroll process. ### Can resident care tasks and handover notes travel with each shift? Yes. Resident service tasks, forms and handover notes attach to shifts, so staff see the roster and the work they need to complete in one place. Status updates show what was completed during the shift, and recorded time and exceptions go to payroll and reporting for review. ### Can Skedulo help us keep registered nurse coverage on every shift? Set recorded role and qualification requirements for the shifts that need a registered nurse, then review coverage and available replacements. Your organisation verifies suitability and meets staffing obligations; scheduling does not guarantee coverage or replace regulatory reporting. ### Can one platform roster residential sites and schedule home care visits? Yes. Skedulo handles shift rostering and visit scheduling on the same platform, so registered providers running residential care homes alongside Support at Home or other home care services can plan both from one workforce. Staff whose shifts include home visits see the shift and each visit in the same mobile app. ### How does Skedulo connect rosters with resident service work? Plan residential shifts alongside resident service tasks and, where needed, home visits. Our Pulse Platform lets you build supporting records and workflows, with configured connections to payroll and other systems. _Keep Exploring_ ## More for your aged care teams. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Healthcare Services - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home & Community Care](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) - [Disability & Supported Living](https://www.skedulo.com/industries/healthcare-human-services/disability-supported-living/) - [NDIS](https://www.skedulo.com/industries/ndis/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See how Skedulo fits your aged care rosters. Talk with us about your homes, staffing requirements, resident service tasks, and the systems you use for time and reporting. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/home-services/appliance-repair-handyman-services/" type: "page" title: "Appliance Repair & Handyman Scheduling Software | Skedulo" description: "Schedule appliance repair and handyman visits by skill and route, catch missing parts or model details before dispatch, and record work on mobile." --- # Repair appointments with the job details ready. Schedule appliance repairs and handyman visits around the required skills, travel and customer availability. Technicians can review task details and access notes on Mobile before arriving. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Appliance repair tech checking hose behind pulled-out washing machine](https://assets.skedulo.com/uploads/hub-heroes/appliance-repair-handyman-services-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Repair readiness, from the office to the visit. Some jobs need a diagnostic visit before a repair can be scheduled. Keep the findings and recorded parts requirements available when planning the return. _Runs the operation_ ### Service manager Review skill, access and recorded parts requirements before dispatch, with unresolved details flagged for follow-up. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor checking a smartphone beside a service van](https://assets.skedulo.com/uploads/photo-library/home-services/appliance-repair-handyman-services/arh-10-a.webp) _Plans the work_ ### Dispatcher Schedule diagnostic and repair visits separately when the repair depends on findings or parts availability. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Dispatcher with a headset reviewing a route map and job list at a desk](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-arh-20261007a.webp) _Does the work_ ### Repair technician Access the task list and customer instructions on Mobile, then record findings and any work still needed. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Repair tech logging appliance details on tablet beside open fridge](https://assets.skedulo.com/uploads/photo-library/home-services/appliance-repair-handyman-services/arh-06-a.webp) _How it runs_ ## From service request to completed work. _[ 01 ]_ ### Service requests Record the appliance repair or handyman task, location, and preferred appointment window. _Illustration: Skedulo card for the Microsoft Dynamics 365 integration: the Dynamics 365 logo, Connected, 2 data flows. Work order 72514, from a customer case, comes in from Dynamics 365 in real time and becomes JOB-4897 in Skedulo with its best match, Doug Lindqvist. Then the booking goes back: Doug Lindqvist, Friday at 9:00 AM, as a booking in Dynamics 365._ _[ 02 ]_ ### Scope, parts & access Review task scope, access, and relevant appliance, parts, or warranty details. Flag anything still unknown. _Illustration: A Skedulo mobile form card holding a rule before the job can close: Asset failed, in rose - describe the fault and attach a photo so it can be quoted without a return visit - over a Fault photo field with no photo added yet, at least one photo showing the fault, and Add._ _[ 03 ]_ ### Skills & route planning Weigh repair skills, travel, availability, and the customer's appointment window. _Illustration: Skedulo booking grid for one incoming job, a water changeover service of 1 hour 30 minutes with 4 technicians who can do it: the week of 11 - 15 Aug in two-hour windows, each cell counting the technicians who still have room, full windows greyed and tight ones amber, and Wed 13 Aug, 2:00 - 4:00 PM picked in blue to offer the customer._ _[ 04 ]_ ### Mobile visit details Provide the task list, job details, and customer instructions for the visit. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the homeowner signature line fills with Helen Pryor's signature, signed at 3:24 PM._ _[ 05 ]_ ### Customer updates Use configured messages to share preparation instructions, appointment updates, and completion status. _Illustration: Fixwell Appliance Repair's Track your repair page for repair R-7Q4K, the return visit on Fri 15 Aug, 8 - 10 AM: the steps Part in, Booked and On the way are lit, Done to come; Luis is 2 stops away, his van shown on a strip of stops leading to the customer's home; Arriving 9:05 - 9:20 AM, updated 8:22 AM - the answer a customer would have called for, on the page._ _[ 06 ]_ ### Completion & warranty records Use integrations to send completion evidence, notes, and follow-up needs to the relevant billing or warranty systems. _Illustration: Skedulo mobile payment card for invoice INV-20831, approved, $331.25 due; Pay now opens a secure Stripe-hosted checkout, the payment comes back paid by card ending 4242 at 12:31 PM, and the payment status on JOB-4830 turns from Due to Paid_ _Tempo_ ## Tempo for repair scheduling and follow-up. Review appointment details, ask about technician availability and prepare follow-up with Tempo. Available records and actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo running a readiness check before an appliance repair: Theo Marsh's refrigerator isn't cooling and frost covers the freezer's back wall, but his Thursday booking with Fixwell Appliance Repair has no model number. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the booking, van stock and his repair history, and the context panel opens on the refrigerator's record and the time to the visit. Tempo picks Karim Haddad, who carries defrost parts; once started, it texts Theo for the label photo, matches the defrost heater to his model and books Karim_ _The Toolkit_ ## Tools for repair and handyman visits. ### Configured readiness checks Flag missing task details, access instructions, or relevant appliance and parts information before dispatch. _Illustration: A Skedulo configuration card for Location, a standard object: its fields as rows, Name and Address, then the dashed Add field row is pressed and becomes a new field - Gate code typed in, set to Text and tagged Custom. Under it, the Location block on JOB-4803's job page gains a line: Gate code 4417, marked as a custom field._ ### Skill-based worker matching Match the work to recorded skills and availability, then review travel and existing appointments. _Illustration: Skedulo best-match card for JOB-4821, a water changeover service on Wed 13 Aug at 2:00 PM: Gloria Benitez, senior technician, ranked first with a 96 match on a pale green row - HVAC service and EWP licence held, free 1:30 - 4:30 PM, 10 minutes added to her route and 1.9 miles from her last job, in region - then Doug Lindqvist at 81, 26 minutes and crossing territory, and Bridget Hanley at 64, 38 minutes with her shift ending at 3:30 PM, and Assign Gloria._ ### Mobile job details Customer notes, task lists and access instructions are available on Mobile. Workers can record their findings during the visit. _Illustration: A small Skedulo card for the current job, 26 minutes over: job #4821 at 123 Birch St, the window today 2:00 - 3:30 PM, and the technician on it, Gloria Benitez - the job details a message carries, in one place._ ### Configured customer messaging Configure preparation instructions, appointment updates, and completion messages around the visit. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ### Connected billing and warranty records Use integrations to share completion evidence and follow-up needs with billing or warranty systems. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run in ADP Workforce Now, 42 synced in 3.4 seconds. Then the completed work: 186 jobs to Finance as invoice lines ready to bill._ ## AWP improved scheduling and dispatch efficiency 86% for a screened field team. - **Before** - Paper-based scheduling meant job confirmations could take more than six hours. - Five acquisitions in two years meant the manual process scaled with every new office. - **With Skedulo** - Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time. - Schedulers see who's working, who's en route, and what's complete at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time. - A process that used to take seven people now runs with one. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **86%** — more efficient scheduling and dispatch [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### Can Skedulo flag a repair job that's missing information before it's dispatched? Teams can set that up. They add the fields a repair needs, such as appliance model, parts status or access notes, and set up an automation to flag the job when any are empty. Dispatch then decides whether to schedule, hold or follow up with the customer. ### Can Skedulo help reduce repeat visits? It helps with the avoidable ones. Matching the job to a worker with the right repair skill, and confirming parts and access before dispatch, removes common reasons for a second trip. Some repairs still need a separate diagnostic visit, so the aim is fewer avoidable returns, not zero. ### What does a repair technician get on mobile before the visit? Workers get a mobile job packet with customer notes, the task list and access instructions before they arrive. On site, they update status, record what they found and capture completion details. If the repair can't be finished, they can note the reason for follow-up. ### Can Skedulo separate a diagnostic visit from the repair visit? Yes. The diagnostic and the repair can be booked as separate jobs, and the repair can wait until parts are confirmed. From the mobile app, a worker can create follow-up work from the job, so the office can schedule the return visit. ### Can one handyman visit cover several small tasks? Yes. Put several tasks on a job and record the skills they require. Workers use a checklist to record progress and outstanding work. Required form submission supports review; it does not prove every task was completed. ### Can Skedulo support warranty service workflows? Yes, for the scheduling and field record side. Completion evidence, notes and follow-up flags can go to warranty and billing systems through integrations, depending on what your operation connects. Warranty claims processing itself stays in your warranty or OEM claims system. _Keep Exploring_ ## Explore related products, home service segments, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Home Services - [HVAC, Electrical & Plumbing](https://www.skedulo.com/industries/home-services/hvac-electrical-plumbing/) - [Cleaning, Pest & Property Care](https://www.skedulo.com/industries/home-services/cleaning-pest-property-care/) - [Home Installation & Renovation Services](https://www.skedulo.com/industries/home-services/home-installation-renovation-services/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ## Bring a service request to the demo. Explore technician allocation, diagnostic and return visits, and the mobile records your repair team needs. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/home-services/cleaning-pest-property-care/" type: "page" title: "Pest Control & Cleaning Route Scheduling | Skedulo" description: "Plan recurring pest, cleaning and property-care routes by territory and frequency, replan for weather or absences, and give crews site notes on mobile." --- # Recurring property visits, planned around the route. Schedule cleaning, pest and property-care visits by service frequency, crew skills and site access. Plan travel between appointments and record each visit on Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Pest control technician inspecting skirting board by torchlight](https://assets.skedulo.com/uploads/hub-heroes/cleaning-pest-property-care-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## The service route, shared by the office and crew. Weather, an absence or an urgent extra stop can change crew capacity and customer plans. Managers need account-level progress, dispatchers need route options and crews need the instructions for each property. Skedulo connects those views through the visit record. _Runs the operation_ ### Service manager Review completed visits, exceptions and outstanding service by account. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Grounds team lead photographing finished job while crew loads fleet trailer](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-09-a.webp) _Plans the work_ ### Dispatcher Compare affected visits with available crews, travel and appointment windows when the day changes. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Dispatcher on a desk phone pointing to a schedule on a laptop](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-cpp-20261007a.webp) _Does the work_ ### Cleaning technician Check site notes and service instructions on Mobile, then record completed tasks and findings. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Residential cleaner wiping a kitchen counter](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-01-a.webp) _How it runs_ ## From recurring plan to recorded visit. _[ 01 ]_ ### Recurring service plans Set service frequency, territory, and crew capacity for each account. _Illustration: A Skedulo job card for Fenwick Pest Control's Home Shield quarterly treatment, JOB-20418, for Sam Ortiz in Aurora: Sam's change from Fenwick's account page lands in the job's history - Rescheduled by customer, Thu 14 Aug, 7:52 PM - and Scheduled moves from Mon 18 Aug to Wed 20 Aug, 8 AM - 12 PM, tagged Rescheduled by customer and on Marco's schedule._ _[ 02 ]_ ### Weather & absence changes Use reported weather disruption, absences, and added requests to identify visits that need rescheduling. _Illustration: Skedulo card for the Workday integration: the Workday logo, Connected, 3 data flows. The 6:00 AM sync brings Gloria Benitez's time off for Fri 22 Aug from Workday and she shows unavailable in Skedulo, approved: 6 synced in 2.7 seconds. Then the hours go back: her approved Wednesday, 7.25 hours, reaches Workday time tracking in real time at 8:30 AM._ _[ 03 ]_ ### Route density & skills Group nearby stops while retaining skill requirements and promised visit windows. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ _[ 04 ]_ ### Mobile service instructions Provide site notes, task lists, and the service instructions for each stop. _Illustration: A Skedulo mobile form card with the visit's answers: arrival time, Wednesday 13 August at 4:05 PM; homeowner name, Helen Pryor; overall outcome, Pass with Actions; and the access notes left for whoever attends next - signed in at reception and escorted to the plant room, the enclosure key collected on arrival and returned before leaving the address._ _[ 05 ]_ ### Customer updates Use configured messages to share appointment changes and recorded completion status. _Illustration: A Skedulo Tempo card beside the dispatcher Mark Doherty. An issue lands: Gloria Benitez running late to JOB-4821, from Travel tracking, 36 minutes to act. Tempo's mark works as the records it read land - travel 38 min, Helen's window to 3:30 PM - then its recommended plan: move JOB-4821 to 2:30 PM and text Helen the new window. The pointer presses Use this plan, and it reads Started 1:27 PM._ _[ 06 ]_ ### Account & billing records Use integrations to send completed visit status, exceptions, and follow-up needs to account and billing systems. _Illustration: A small Skedulo integrations card, Connected: Skedulo in the middle, Salesforce work orders and Workday worker details wired in on the left, and Salesforce job status and Finance invoicing wired out on the right, a packet running along each wire in turn._ _Tempo_ ## Work through route changes with Tempo. Ask Tempo about recurring visits, review route changes and prepare crew assignments. Available records and actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a pest control route from its issue: Marco Salazar calls in sick at 6:46 AM, leaving 8 quarterly Home Shield treatments on Fenwick Pest Control's Aurora route with no technician. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the sick call, the routes nearby and Marco's stops, and the context panel opens on who is out and the neighboring routes' hours. Tempo splits the route by street between Steph Muir and Declan Moore, keeping nearby stops on one run; once started, it assigns both halves and texts the customers, Sam Ortiz among them_ _The Toolkit_ ## Tools for recurring property visits. ### Route density planning Group nearby recurring stops by territory, assigned crew, service frequency, and available travel time between stops. _Illustration: Skedulo Analytics tile: the North region's travel per job, a blue line over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline turns from 43 minutes, up 15%, to 38 minutes after the plan, down 12%._ ### Route adjustments Review affected stops, available crews, travel, and appointment windows when reported weather or absences change the plan. _Illustration: A small Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes of added travel and 1.9 miles from her last job; Doug Lindqvist at 81, 26 minutes and crossing territory; Bridget Hanley at 64, 38 minutes with her shift ending at 3:30 PM._ ### Mobile visit instructions Crews can access site notes, task lists and treatment or service instructions for each visit on Mobile. _Illustration: A small Skedulo page builder card for account-page-template, in Draft: the palette's Site access card is pressed and dragged as a blue + Site access card ghost down onto the page, where a drop line marks the place. The card lands selected and the template turns Modified; under the page its Show access codes property is switched on, and the card's Access code turns from Hidden to 4417._ ### Configured service updates Configure appointment, delay, and completion messages for customers or account contacts. _Illustration: Skedulo schedule card for Wed 13 Aug: Gloria Benitez's afternoon from 1 to 5:30 PM, and JOB-4821 on her lane turns rose, at risk. Tempo's recommendation lands under it - Gloria is running late to JOB-4821, move it to 2:30 PM - and the job slides to 2:30 PM, marked as the proposal; Mark Doherty approves and it settles there. Then Mastermind's recommendation lands: tomorrow's routes optimized, 51 minutes of travel cut for each technician_ ### Account-level visibility Review completed visits, exceptions, and follow-up by account. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ## AWP improved scheduling and dispatch efficiency 86% for a screened field team. - **Before** - Paper-based scheduling meant job confirmations could take more than six hours. - Five acquisitions in two years meant the manual process scaled with every new office. - **With Skedulo** - Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time. - Schedulers see who's working, who's en route, and what's complete at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time. - A process that used to take seven people now runs with one. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **86%** — more efficient scheduling and dispatch [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### Can Skedulo help with weather and absence rescheduling? Yes. When weather or an absence changes the plan, managers see the affected visits alongside available crews, travel time and customer appointment windows. They can move the stops that must move and keep the rest of the route intact, and updated instructions reach crews on mobile. ### Can Skedulo group recurring visits into denser routes? Yes. Route Optimization plans route assignments and stop order using travel estimates and historical traffic patterns. Planning around territory, service frequency and crew capacity keeps nearby stops together, which cuts drive time between visits. ### Can Skedulo set visit patterns such as monthly or quarterly treatments? Yes. A recurring schedule can repeat daily, weekly, monthly or yearly, on chosen days of the week, with dates excluded where needed. One series can hold up to 365 visits, so a year of weekly or monthly service can be set up in one step. ### Can crews see treatment and service instructions on mobile? Yes. Crews get site notes, task lists and the treatment or service instructions for each stop in the mobile app. They update status and complete forms on site, and those records stay with the visit. ### How do managers spot an account where visits are slipping? Review completion records, exceptions, and follow-up by account. Skedulo Analytics can support periodic reporting; custom dashboards depend on your license and configuration. Use the schedule for current dispatch decisions. ### Can a covering crew take over one visit from a recurring series? Yes. Each visit in a recurring schedule is its own work item, so a scheduler can allocate a covering crew to just that date while the other visits in the series stay as they are. The covering crew gets the same site notes, treatment instructions and task list on mobile. _Keep Exploring_ ## Explore related products, home service segments, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Home Services - [HVAC, Electrical & Plumbing](https://www.skedulo.com/industries/home-services/hvac-electrical-plumbing/) - [Appliance Repair & Handyman Services](https://www.skedulo.com/industries/home-services/appliance-repair-handyman-services/) - [Home Installation & Renovation Services](https://www.skedulo.com/industries/home-services/home-installation-renovation-services/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ## Bring a recurring route to the demo. Explore crew allocation, travel and individual visit changes using a recurring service route your team manages. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/home-services/home-installation-renovation-services/" type: "page" title: "Renovation & Home Installation Crew Scheduling | Skedulo" description: "Schedule renovation and installation crews phase by phase, hold visits until materials and permits are ready, and hand off punch lists on completion." --- # Coordinate crews across installation and renovation visits. Schedule qualified crews around job dependencies, recorded readiness and customer availability. Installers can access phase instructions on Mobile and document completed work and outstanding items. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Tiler placing wall tile with spacers](https://assets.skedulo.com/uploads/hub-heroes/home-installation-renovation-services-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Each project phase has its own crew requirements. A finishing visit may depend on earlier work, materials or access. Keep those requirements with the phase so managers and dispatchers can review them before confirming the crew. _Runs the operation_ ### Service manager Review recorded phase readiness before committing a crew to the visit. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor reviewing plans on a tablet at a kitchen counter during a renovation](https://assets.skedulo.com/uploads/photo-library/home-services/home-installation-renovation-services/hir-05-a.webp) _Plans the work_ ### Dispatcher Use job dependencies to assess the effect of a delay on later visits, crew assignments and customer dates. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Dispatcher reviewing project timelines on two monitors at a standing desk](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-hir-20261007a.webp) _Does the work_ ### Installer Check phase notes and task lists on Mobile, and record issues discovered on site. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Installer fitting roller blind bracket with drill](https://assets.skedulo.com/uploads/photo-library/home-services/home-installation-renovation-services/hir-02-b.webp) _How it runs_ ## The workflow across project visits. _[ 01 ]_ ### Project & phase details Record the installation or renovation work, address, phase, and customer window. _Illustration: A Skedulo job card, Design consultation JOB-2215 for Grace Liu, Sat 16 Aug, 10 - 11 AM, for Mara of Shade & Sill: its pre-visit fields empty while the questions wait, then From Grace and her answers land one by one - Rooms: Living room 3, Primary bedroom 2, Kitchen 1; Interested in: Roller shades, Plantation shutters; Motorized: Yes; Note: Bedroom faces west - blackout - and three window photos._ _[ 02 ]_ ### Prerequisites & readiness Confirm the materials, access, permits, and prior work required for this phase. _Illustration: A Skedulo mobile form card: Permit to work - a permit is required for this visit - switched on, which opens a dashed section with what the address needs before work starts: the permit number, PTW-2026-0884, with a Scan button, and the permit expiry, Friday 15 August._ _[ 03 ]_ ### Crew size, skills & timing Use the expected duration, required skills, crew size, and customer window to schedule the phase. _Illustration: Skedulo job card for a rooftop package unit install in the North region, Wed 13 Aug, 9:00 AM - 1:30 PM: four skill tags - HVAC Level 2, rigging, working at heights, forklift licence - the building clearance it needs, two empty slots for a team lead and a team member, and seven technicians along the foot. The Balanced Utilization recipe finds 2 of 7 who match every requirement: Aaron Feldman and Andre Bassett are ringed and fill the two slots._ _[ 04 ]_ ### Mobile phase instructions Provide phase notes, material context, and task lists at the site. _Illustration: Skedulo mobile installation form card: Unit secured on the roof curb is ticked, then the supply air temperature reading is typed in at 64°F against an acceptable range of 52°F to 58°F and marked High in rose, and a dashed section opens under it - Likely cause, chosen as Low refrigerant charge, and a Gauge photo field that takes its requirement: its empty tile turns rose and reads Required to complete_ _[ 05 ]_ ### Customer communications Use configured messages to confirm preparation needs and share appointment changes. _Illustration: A Skedulo mobile thread lifted out: Gloria Benitez at 9:06 AM - running about 40 minutes behind on job #4821, the parkway is banked up, can we shift the 2pm? - and 3 replies later Mark Doherty at 9:44 AM: done, the window is now 2:40 - 4:10, with a green Schedule updated tag._ _[ 06 ]_ ### Completion & outstanding items Use integrations to share completion evidence, punch-list items, and follow-up needs with billing and project records. _Illustration: A Skedulo mobile form card for the homeowner's signature: Helen Pryor's signature drawn on the pad, her name typed under it, Save and Clear, and the capture line - H. Pryor, Wednesday 13 August at 5:16 PM - with the prompt to ask the homeowner to sign and print their name._ _Tempo_ ## Tempo for project-visit coordination. Review crew assignments, ask about upcoming visits and prepare changes with Tempo. Available records and actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a rescheduled inspection on a kitchen remodel: the city moves the rough-in inspection at Grace Liu's house in Littleton to Thursday, and the drywall crew is booked for Wednesday, before anyone has inspected the wiring and pipes. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the permit portal, the project's visits and the ready jobs, and the context panel opens on the remodel's schedule and the time to drywall. Tempo moves drywall to Friday; once started, it gives the crew a ready basement for Wednesday and texts Grace the new date_ _The Toolkit_ ## Tools for installation and renovation visits. ### Job dependencies Sequence dependent visits using the prior-work and timing requirements configured for those jobs. _Illustration: Skedulo job card for job #4821, a water changeover service, pending dispatch, with its dependency under it: Depends on JOB-4830, marked Complete - cleared to start 40 minutes after that job's completion, the travel time between them, so the visit is sequenced behind the work it relies on._ ### Configured readiness checks Use configured fields and checks to flag missing materials, access details, or required permits. _Illustration: A Skedulo page builder card for account-page-template, in Draft: the palette's Site access card, an unpublished draft component, is pressed and dragged as a blue + Site access card ghost onto the account page, under its Account locations block. A drop line marks the place, the card lands selected with its Entrance, Loading dock gate, and the template turns Modified._ ### Crew and skill matching Match crew size and skill mix to what each phase actually requires, before the crew is booked to the visit. _Illustration: A small Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes of added travel and 1.9 miles from her last job; Doug Lindqvist at 81, 26 minutes and crossing territory; Bridget Hanley at 64, 38 minutes with her shift ending at 3:30 PM._ ### Mobile project details Crews can review phase notes, material requirements and task lists on Mobile, then flag issues found on site. _Illustration: Skedulo mobile actions card for JOB-4821, water changeover service at Pioneer Health Systems: Helen Pryor, Facilities Manager, with call, SMS and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 in its place without leaving the job_ ### Connected project records Use integrations to share completion evidence and punch-list items with billing and project records. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its work going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance for invoicing at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ ## AWP improved scheduling and dispatch efficiency 86% for a screened field team. - **Before** - Paper-based scheduling meant job confirmations could take more than six hours. - Five acquisitions in two years meant the manual process scaled with every new office. - **With Skedulo** - Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time. - Schedulers see who's working, who's en route, and what's complete at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time. - A process that used to take seven people now runs with one. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **86%** — more efficient scheduling and dispatch [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### Can Skedulo flag a project that isn't ready for a crew yet? Teams can set that up. Materials, access notes, permits and prior-phase status can be tracked in fields on each job, and teams can set up an automation to flag gaps before a crew is booked. The coordinator then holds the visit or chases the missing item. ### Can Skedulo support multi-visit residential projects? Yes. Each visit is a job with its own crew size, skills and duration, and where job dependencies are set up, one visit is sequenced to start after another finishes. That keeps a finishing crew from being booked before the rough-in it depends on is done. ### What happens to later phases when one visit slips? Use recorded dependencies to review affected phases, crew assignments, and customer dates. Tempo can help with the review and follow-up using available records. Confirm site readiness and the revised plan before dispatch. ### Can installation crews see phase notes and materials on mobile? Yes. Crews get a mobile project packet with phase notes, materials context and task lists. On site they update status, capture photos and completion details, and flag issues found along the way. ### Can Skedulo schedule an install that needs several trades on the same visit? Yes. Schedulers coordinate the required roles and availability for jobs that need more than one worker, such as an installer and an electrician on one visit. Each crew member is checked against the skills and credentials the job needs before the crew is booked. ### What happens at project handoff? Completion evidence, punch-list items and follow-up needs go to billing and project-record systems through integrations, depending on what your operation connects. Open punch-list items stay visible so they're scheduled, not forgotten. The customer's final walkthrough can use the same record. _Keep Exploring_ ## Explore related products, home service segments, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Home Services - [HVAC, Electrical & Plumbing](https://www.skedulo.com/industries/home-services/hvac-electrical-plumbing/) - [Appliance Repair & Handyman Services](https://www.skedulo.com/industries/home-services/appliance-repair-handyman-services/) - [Cleaning, Pest & Property Care](https://www.skedulo.com/industries/home-services/cleaning-pest-property-care/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ## Bring a project schedule to the demo. Explore dependent visits, crew requirements and readiness checks using a residential project your team manages. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/home-services/hvac-electrical-plumbing/" type: "page" title: "HVAC, Electrical & Plumbing Dispatch Software | Skedulo" description: "Dispatch HVAC, electrical and plumbing jobs by trade license and route, fit emergency calls into booked days, and record time and parts on mobile." --- # Schedule the right trade for the job. Match HVAC, electrical and plumbing work to qualified technicians. Account for routes and appointment windows, with customer history and job instructions available on Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![HVAC technician logging outdoor condenser reading on tablet](https://assets.skedulo.com/uploads/hub-heroes/hvac-electrical-plumbing-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Dispatch and technicians working from the same plan. An emergency repair affects the technician's existing appointments as well as the new customer. The schedule and mobile status updates give the office a view of both. _Runs the operation_ ### Service manager Track jobs in progress and appointment delays before responding to a customer's status query. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor confirming completed job on smartphone at front gate](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-10-a.webp) _Plans the work_ ### Dispatcher Compare qualified technicians, travel and existing commitments when an emergency call arrives. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Dispatcher with a headset reviewing a route map and schedule at a desk](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### Technician Check customer notes and the job requirements before arriving, then document the visit on Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Plumber checking water heater valve in garage](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-06-a.webp) _How it runs_ ## From service call to completed job. _[ 01 ]_ ### Service-call details Record the trade, urgency, location, and appointment window. _Illustration: Skedulo card for the Zendesk integration: the Zendesk logo, Connected, 2 data flows. Support ticket 31207, no heat and a visit needed, comes in from Zendesk in real time and becomes JOB-4883 in Skedulo with the customer's history added. Then the way back: the job is booked for Thursday at 2:00 PM and the ticket reads Visit booked._ _[ 02 ]_ ### Trade qualifications Confirm the trade skills and any licenses or certifications needed for the job. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, flagged in amber against its requirements: Skills mismatch - Aaron lacks Rooftop HVAC install (Required). The technician's recorded skills are checked against the job before it is dispatched._ _[ 03 ]_ ### Routes & appointment windows Consider route fit, availability, and booked appointment windows before assigning the job. _Illustration: Skedulo best-match card for JOB-4821, a water changeover service on Wed 13 Aug at 2:00 PM: Gloria Benitez, senior technician, ranked first with a 96 match on a pale green row - HVAC service and EWP licence held, free 1:30 - 4:30 PM, 10 minutes added to her route and 1.9 miles from her last job, in region - then Doug Lindqvist at 81, 26 minutes and crossing territory, and Bridget Hanley at 64, 38 minutes with her shift ending at 3:30 PM, and Assign Gloria._ _[ 04 ]_ ### Mobile service records Review customer notes and checklists, then record the work, time, and parts used. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a service report for a water changeover at Pioneer Health Systems, a Mobile AI box at the top. The technician holds the mic, the level meter moves and her words stream in: pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. She lets go and the form fills, a phrase to a field: test pressure 62 PSI in range, the strainer item ticked, and Helen Pryor as signed off by, each with a small AI mark. A Voice or Text switch shows it could be typed_ _[ 05 ]_ ### Customer communications Use configured messages to confirm appointments and share schedule changes. _Illustration: A Skedulo Tempo card beside the dispatcher Mark Doherty. An issue lands: Gloria Benitez running late to JOB-4821, from Travel tracking, 36 minutes to act. Tempo's mark works as the records it read land - travel 38 min, Helen's window to 3:30 PM - then its recommended plan: move JOB-4821 to 2:30 PM and text Helen the new window. The pointer presses Use this plan, and it reads Started 1:27 PM._ _[ 06 ]_ ### Billing & system integration Use integrations to send recorded job data, time, and parts used to billing, payroll, and reporting systems. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run in ADP Workforce Now, 42 synced in 3.4 seconds. Then the completed work: 186 jobs to Finance as invoice lines ready to bill._ _Tempo_ ## Tempo, alongside trade dispatchers. Ask about the service schedule, review allocation options and prepare customer updates with Tempo. Available information and actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a license expiry: Marta Kowal's journeyman electrician license expires Friday with no renewal on file, and next week she has three jobs that need a licensed electrician, first a main panel upgrade Monday. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads her license record, next week's jobs and the licensed electricians, and the context panel opens on Marta's credentials and the panel upgrade. Tempo picks Callum Reid, a master electrician free Monday; once started, it asks Marta about her renewal, moves the job and holds the rest_ _The Toolkit_ ## Tools for skilled trade dispatch. ### Qualification-based dispatch Match job requirements to the skills, licenses, and certifications recorded for each technician. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ ### Emergency reassignment See route and appointment-window impact before reassigning an urgent job. _Illustration: Skedulo Tempo comparing who could cover JOB-4841, Dana Whitfield's thermostat and damper check, after Doug Lindqvist called out. Tempo reads three technicians' afternoons as lanes across Dana's 2:00 - 5:00 PM window: Gloria Benitez on a water changeover, Aaron Feldman on a rooftop install until 5:00 PM, Bridget Hanley finished for the day at 3:00 PM. Tried at the booked 2:30 PM, JOB-4841 clashes in red on every lane; later it fits Gloria's afternoon at 3:45 PM in blue. Compared 3 technicians, 2 fit: 3:45 PM keeps Dana's window._ ### Mobile job details Technicians can review customer notes, checklists and required tasks before arrival, then report progress from the job. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start_ ### Configured customer updates Set up appointment confirmations and delay messages using your chosen triggers and channels. _Illustration: A small booking card, Book a visit, powered by Skedulo: a furnace tune-up on Thu 14 Aug with three open times, 8 - 10 AM, 10 AM - 12 PM and 1 - 3 PM. The customer picks 10 AM - 12 PM, the button turns green - Booked - and the line under it, in Skedulo, reads JOB-4892 created, tagged Booked online._ ### Connected completion records Use integrations to share recorded job time, notes, and parts used with billing and payroll. _Illustration: Skedulo mobile payment card for invoice INV-20831, approved, $331.25 due; Pay now opens a secure Stripe-hosted checkout, the payment comes back paid by card ending 4242 at 12:31 PM, and the payment status on JOB-4830 turns from Due to Paid_ ## AWP improved scheduling and dispatch efficiency 86% for a screened field team. - **Before** - Paper-based scheduling meant job confirmations could take more than six hours. - Five acquisitions in two years meant the manual process scaled with every new office. - **With Skedulo** - Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time. - Schedulers see who's working, who's en route, and what's complete at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time. - A process that used to take seven people now runs with one. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **86%** — more efficient scheduling and dispatch [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### Can Skedulo schedule HVAC, electrical, and plumbing jobs by trade license? Yes. Each job can require specific skills, licenses or certifications, and only technicians whose records hold those requirements are eligible for it. Your team maintains the qualification data in technician records, including renewal dates if you track them, so matching stays as current as that data. ### Can Skedulo help when an emergency call disrupts a booked day? Yes. Before reassigning work, dispatchers can see how the change affects travel time and the appointment windows already booked for the rest of the day, then update the affected visits and tell those customers the new timing. The options depend on how much qualified capacity is free and what's already committed. ### What do HVAC and plumbing technicians see on mobile before a call? Technicians can review customer notes, instructions, and checklists, then record status, time, parts used, and completion details. Updates reach the office as they sync; supported offline activity syncs after reconnection. ### Can Skedulo schedule maintenance agreement visits alongside repair calls? Yes. Recurring schedules can generate the tune-up or inspection visits an agreement promises, and those visits sit on the same schedule as repair and install calls. Agreement pricing, renewals and billing stay in your CRM or billing system, which Skedulo connects to through integrations. ### What happens to a completed job's data? Use configured integrations to send recorded time, notes, and parts used to billing, payroll, and reporting systems. Define the review and mapping rules with the teams that own those systems. ### Does Skedulo include pricebooks, invoicing and payments like trade software does? Use Skedulo for workforce scheduling and mobile work, with configured connections to pricing, billing, and payment systems. Discuss the commercial processes you need during solution design rather than assuming they are included. _Keep Exploring_ ## Explore related products, home service segments, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Home Services - [Appliance Repair & Handyman Services](https://www.skedulo.com/industries/home-services/appliance-repair-handyman-services/) - [Cleaning, Pest & Property Care](https://www.skedulo.com/industries/home-services/cleaning-pest-property-care/) - [Home Installation & Renovation Services](https://www.skedulo.com/industries/home-services/home-installation-renovation-services/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ## Bring a changing service day to the demo. We'll show how trade requirements, urgent repairs and booked appointments come together in the schedule, with Mobile supporting the visit. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/hospitality/events-venue-staffing/" type: "page" title: "Event Staffing Software for Venues and Crews | Skedulo" description: "Build event rosters by role, zone and credential, track arrivals on mobile, and move qualified staff when a no-show or demand change leaves a gap." --- # Plan event staffing by role and zone. Schedule staff around roles, zones, recorded credentials, and shift windows. Track mobile check-ins and adjust coverage when plans change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Staff setting banquet chairs down a ballroom row, colleague wheeling next stack](https://assets.skedulo.com/uploads/hub-heroes/events-venue-staffing-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Replacement staff need the right access and arrival time. An available worker may still need venue access, specific training or time to travel. Managers check those requirements against unfilled roles and zone coverage before confirming cover. _Runs the operation_ ### Venue operations manager Track arrivals, late staff, no-shows and zone coverage as the event runs. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Staff member holding a tablet at an arena staff entrance as event staff walk past](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-evs-runs-20261009a.webp) _Plans the work_ ### Staffing scheduler Build each event roster by role, zone, recorded credentials and shift window. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker using a laptop in a small venue office, a floor plan pinned behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-evs-plans-20261009a.webp) _Does the work_ ### Event staff Receive assignments, times, location details and changes on your phone. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker in a staff polo checking a phone on an empty arena concourse](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-evs-does-20261009a.webp) _How it runs_ ## Event staffing, from planning to attendance. _[ 01 ]_ ### Venue and staffing requirements Event type, expected attendance, venue layout, service points, and requirements define demand. _Illustration: Skedulo coverage plan for the front of house at Harbourside, Sat 8 to Fri 14 Mar 2026: Team Member, Duty Manager and Barista against the seven days, each cell rostered over required as a bar of slots - green where the day is met, amber where it is short - under service level 1:120, minimum 2 per role, hours 6am - 10pm and a Sat 8 peak adding one more, over required 58, rostered 54, 4 to fill and cost $64,020 of $68,000. The peak lands and Saturday's Team Member cell goes short at 2/3; then one allocation fills a Barista gap_ _[ 02 ]_ ### Roles, zones and shifts Match staff using recorded roles, credentials, availability, shift windows, and zone requirements. _Illustration: Skedulo roster builder for the front of house at Harbourside, 1 - 7 Mar 2026: three shift templates - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day roster that builds day by day for Carol Ng, Team Member, and Kevin Maszaros, Barista, with a Team Member open shift on Sunday dashed in its own lane. Under it the open shift's two paths: Allocate, Bridget Hanley, Team Member, 24h of 40h, Available, Qualified and Hours OK ticked; and Offer, targeted to 4 eligible, first to accept. Allocate fires and the shift goes solid, Allocated_ _[ 03 ]_ ### Assignment confirmation Workers receive assignments, times, location details, and changes. _Illustration: Skedulo Publish complete dialog: Published 56 shifts, everyone on the roster has been notified. Under Notices, each with View: Sat 1, 2 unassigned morning shifts still open; Mon 3, double-booking resolved before publish; Fri 7, Gloria Benitez is on leave, cover confirmed - and an Ok button_ _[ 04 ]_ ### Arrivals and check-in Managers track arrivals, late staff, no-shows, and zone coverage. _Illustration: A Skedulo time record card for Kevin Maszaros, Sat 1 Mar: a grey scheduled bar of 8h over a blue worked bar of 8h 08m on one 2 pm to 10:30 pm axis, the worked bar starting 12 minutes late and running 20 minutes over, the 6 to 7 pm break notched out of both; under it Clock in 2:12 pm, 12 min late for traffic; Break 6:00 to 7:00 pm, as scheduled; Clock out 10:20 pm, +20 min; and on the card's floor: Approved by Jen Alvarez, sent to payroll_ _[ 05 ]_ ### Cover during the event Managers reassign staff or call for backup when coverage or demand changes. _Illustration: The same question asked once in the Skedulo #on-call channel, one thread card on a pale blue ground with the channel's 12 members: Doug Lindqvist at 7:52 AM, I can't make Saturday's standby, 7 AM - 3 PM, can anyone cover? Under 3 replies: Brooke Feeney, I can take it; Aaron Feldman, I'm free too, if Brooke can't; and Mark Doherty at 8:12 AM, Brooke covers Saturday, 7 AM - 3 PM, marked with a green Schedule updated. A Write a reply box closes the card_ _[ 06 ]_ ### Hours and event records Leaders see attendance, coverage, hours, incidents, and post-event follow-up. _Illustration: A Skedulo card of time records for 1 - 7 Mar: a stepper across the top - Draft, Submitted, Approved, Locked - with the period's count under each, 0, 0, 0 and 97, only Locked lit; under it three records - Carol Ng Sat 1 Mar 8h, Kevin Maszaros Sat 1 Mar 8h 08m, Doug Lindqvist Sun 2 Mar 8h - each with a grey Locked pill, and on the card's floor: Locked by Jen Alvarez, Fri 7 Mar_ _Tempo_ ## Plan event coverage with Tempo. Review assignments, compare available staff and prepare updates with Tempo. It works with the event records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a late callout at a venue from its issue: Hector Salinas calls out of tonight's shift on concourse bar 6, two hours before doors open for a sold-out concert. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the callout, the standby list and the bartenders' certifications, and the context panel opens on the uncovered bar and the time to doors. Tempo passes over a lapsed alcohol certification and a missing concourse credential, offers the shift to Rachel Innes, puts her on bar 6 when she accepts and watches for her check-in._ _Event staffing from roster to closeout_ ## The roster and the arrivals, in one view. Compare planned staffing with check-ins across the venue, then arrange cover where roles remain unfilled. ### Role and zone matching Match role, zone, credential, and availability. _Illustration: Skedulo shift requirements card: Kevin Maszaros, Barista, 24h of 30h booked, checked against what the shift needs - his food safety certificate and responsible service of alcohol ticked, his First Aid certificate unticked, renewal due before this shift_ ### Assignment details Send assignments, times, and venue details. _Illustration: Skedulo web messaging card for a group message between Mark Doherty, Gloria Benitez and Odette Ferreira: Mark asks Gloria, Odette - all set for Pioneer Health at 2:40?, Odette answers Yes. Helen will meet Gloria at the dock., and Gloria replies Thanks - I'll message when I'm 15 minutes out_ ### Attendance and late arrivals See late arrivals, no-shows, and zone coverage. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as a grid of small squares in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time, making 91 on time_ ### Reassignment and backup Move qualified staff when demand changes mid-event. _Illustration: Analytics tile: 92% of the week's 24 open shifts filled, up 6 points, as a donut - 14 filled by targeted offers in blue, 8 by broadcast in purple, 2 still open in grey - with the median time to fill, 1h 40m, in the middle, and one more open shift filling by broadcast_ ### Post-event reporting Report hours, coverage, and open follow-up after the event. _Illustration: Analytics tile: 98% of required shifts covered this week, up 2 points, with one day drawn hour by hour from 6am to 6am - the staff needed as a smooth dashed curve over the staff rostered as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills, leaving a sliver short after the 10pm handover_ ## How a large-scale field operation put Skedulo to work. - **Paper work orders** — Job status, worker location, and completed work lived across paper, spreadsheets, and phone calls. - **One live schedule** — Workers are matched, dispatched, and tracked from a single system, in real time. - **Faster, cleaner closeout** — Managers see what's scheduled, in progress, and completed at any point in the day. > We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses of all those jobs throughout the day, in real time. So at any given point in the day, we know how many jobs we have scheduled, how many employees are working, what their status is, how many are completed, and we have access to all those hours and customer data at our fingertips. > > — Ashish Patel, Director of Strategic Initiatives, AWP - **86%** — Scheduling and dispatching efficiency [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### What should event staffing software do? Event staffing software builds rosters for each event by role, work area and shift window, confirms staff, and tracks who has arrived. It should check credentials and training before someone is assigned, handle late call-outs and changing demand while the event runs, and report hours and coverage afterward. ### Can Skedulo schedule event staff by role and credential? Yes. Plan by role, zone, shift window, availability, and recorded qualifications. Your organization maintains and verifies credential and access records before confirming assignments. ### Does the mobile app keep working when venue signal is weak? Yes, for the actions documented to work offline. The Skedulo app saves a supported change made inside a packed venue on the phone, marks it pending and syncs it when the connection returns. Managers track arrivals, late staff, no-shows and zone coverage as updates come in, and anything recorded offline reaches their view once it syncs. ### Can managers arrange cover during an event? Yes. Managers can review suitable available staff and reassign work or arrange backup. Tempo can help prepare options and messages using configured records and actions. Venue leaders confirm the response, including any incident procedures. ### Can Skedulo staff events across several venues in one day? Yes. One person's day can include shifts at different venues, with the travel between them planned and location details sent to their phone. This suits staffing agencies and crews that set up at one site and work service at another, where arrival times depend on the drive. ### Can Skedulo integrate with event, HR, timekeeping, or payroll systems? Yes. Integrations and APIs share rosters, assignments, hours and completed tasks with event management, HR, timekeeping and payroll systems. What's shared and when depends on the integration you configure. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Hospitality Programs - [Hotels & Resorts](https://www.skedulo.com/industries/hospitality/hotels-resorts/) - [Food Service & Catering](https://www.skedulo.com/industries/hospitality/food-service-catering/) - [Housekeeping, Maintenance & Guest Services](https://www.skedulo.com/industries/hospitality/housekeeping-maintenance-guest-services/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) ## See Skedulo for event staffing. We'll explore venue requirements, staff check-in and same-day coverage with your team. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Hospitality](https://www.skedulo.com/industries/hospitality/) --- --- url: "https://www.skedulo.com/industries/hospitality/food-service-catering/" type: "page" title: "Catering Staff Scheduling Software | Skedulo" description: "Schedule catering crews by role and service window, turn prep, setup and closeout into mobile tasks, and adjust staffing when a guest count changes." --- # Catering crews and service tasks, scheduled together. Plan preparation, deliveries and event service around the crew you need. Staff can access assignments and checklists in Mobile as event details change. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Cook portioning salads into rows of bowls along the pass](https://assets.skedulo.com/uploads/hub-heroes/food-service-catering-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## A changed event order affects more than the guest count. Menu, attendance and venue updates can change preparation, deliveries and staffing at once. Managers review the change against arrival and service times, and the crew sees the updated details in Mobile. _Runs the operation_ ### Catering manager Rebalance crew, tasks or timing when event details shift. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Chef in whites holding a tablet at the pass in a commercial kitchen](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-fsc-runs-20261009a.webp) _Plans the work_ ### Crew scheduler Match crew by role, skill, availability, location and service window for each event. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker using a laptop at a desk beside a catering kitchen](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-fsc-plans-20261009a.webp) _Does the work_ ### Catering crew member See location details, the event timeline, tasks and completion steps on Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker in a hairnet wiping down a stainless steel table](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/food-beverage-manufacturing/fbm-05-a.webp) _How it runs_ ## From event order to service closeout. _[ 01 ]_ ### Event orders and service requirements Booking, contract, recurring service, or customer update creates staffing demand. _Illustration: Skedulo demand forecast panel for the front of house at Harbourside, Sat 8 to Fri 14 Mar 2026: the drivers fed in - guest traffic, 2,800 a day from the door counters, deliveries booked, 6 a day, and a long weekend on Sat 8 as an event band at x1.2 staff - translated into 1 per 120 guests an hour, a minimum of 2 on the floor and trading hours 6am - 10pm, then the Team Member forecast as a range, a target line and planned bars. The long weekend applies: Saturday's target climbs above its bar and the foot reads required 20, planned 19, to fill 1, within the approved cap_ _[ 02 ]_ ### Crew allocation Crew matched by role, skill, availability, location, and service window. _Illustration: Skedulo shift drawer: a Draft shift on Sat 1 Mar, 2pm - 10:30pm - shift length 7h, a 1h break, shift cost $304 - and its details: scheduled Sat 1 Mar, 2pm - 10pm, location Front of house - Harbourside, role Barista, tagged Food safety and Alcohol service_ _[ 03 ]_ ### Preparation and site tasks Setup, delivery, equipment, menu, and closeout tasks become mobile work. _Illustration: Skedulo Form Builder, Build tab: a palette of the twelve component kinds - Text, Number, Decimal, Date, Time, Toggle, Drop-down, Multi-select, Read-only, Image, Attachment and Signature - beside page 2 of a checklist form. Text is picked up and dropped between two fields, opening as a selected component whose label types in as Permit number and whose instruction types in as As printed on the signed permit_ _[ 04 ]_ ### Service details on Mobile Staff see location details, timeline, tasks, notes, and completion steps on mobile. _Illustration: Skedulo mobile form readings: the fridge compartment typed in at 4.1 C, in range for 2 C to 8 C, then the data logger's 24-hour maximum at 9.2 C, outlined rose and marked High, with the notice: reading outside range - record what you found and what you did, stock stays quarantined until cleared_ _[ 05 ]_ ### Changes to staffing and timing Managers rebalance crew, tasks, or timing when event details shift. _Illustration: Skedulo web app, Messaging: a new broadcast from Wade Brennan, Field Supervisor. Audience chips go in one at a time - North region crew, South region crew, then two locations, Harrison St depot and 2900 Larimer St - and the reach climbs from 12 to 38 people. Closure is picked as the type. The message: 2900 Larimer St is closed this afternoon after a power outage; report to the Harrison St depot; today's jobs there have moved to tomorrow. Send is pressed: Broadcast sent, delivered to 38 people across 2 teams and 2 locations, read by 24_ _[ 06 ]_ ### Service and closeout records Review recorded staffing, hours, service status, issues, and closeout details. _Illustration: Skedulo mobile guest signature field: Helen Pryor's signature on the pad, her name printed under it, Save and Clear buttons, and the line H. Pryor, Wednesday 13 August at 5:16pm, with the instruction Ask the guest to sign and print their name_ _Tempo_ ## Review event requirements with Tempo. Compare crew assignments and work through event changes with Tempo, using the booking records and workflows enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a booking change from its issue: the client raises tonight's plated banquet from 180 to 200 guests, so at one server for every 20 guests the crew is a server short. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the event order, the on-call servers and their food handler certificates, and the context panel opens on the banquet's numbers and the order. Tempo passes over an expired certificate and an overtime shift, texts Simone Adeyemi the shift, adds her to the crew and sends the chef the count of 200._ _From event order to service closeout_ ## Staffing and tasks for the full event. Crew requirements sit alongside preparation, delivery and site work, with completion records available for review. ### Event crew matching Match roles, skills, availability, and service window for every event. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each team member's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off_ ### Preparation through closeout Turn prep, delivery, setup, service, and closeout into tasks. _Illustration: Skedulo Tempo on a soft blue card. The manager has asked, Hey Tempo, tell me about Doug's schedule tomorrow, and Tempo answers: Doug has 3 jobs on Thursday, from 8:00 AM to 3:00 PM, with 40 minutes of driving. A slim strip under the answer shows the three jobs across his day. Below, the message box waits for a follow-up_ ### Mobile details and checklists Put details and checklists on mobile. _Illustration: Skedulo mobile completion form card: Follow-up needed switches on and a dashed section opens with Reason, Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM, then the guest signature line fills with Helen Pryor's signature, signed at 3:24 PM_ ### Revised event plans Adjust staff and timing when bookings shift. _Illustration: Skedulo schedule card for Wed 13 Aug: Gloria Benitez's afternoon from 1 to 5:30 PM, and JOB-4821 on her lane turns rose, at risk. Tempo's recommendation lands under it - Gloria is running late to JOB-4821, move it to 2:30 PM - and the job slides to 2:30 PM as the proposal; Mark Doherty approves and it settles there. Then Mastermind's recommendation lands: tomorrow's routes optimized, 51 minutes of travel cut each_ ### Closeout and outstanding work Capture closeout evidence and open issues. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ## How a large-scale field operation put Skedulo to work. - **Paper-based processes** — Scheduling and completed-work data lived across paper, spreadsheets, and whiteboards, with no shared view. - **One digital system** — Scheduling and daily work move through one connected, mobile-first process. - **A live operating view** — Managers get a daily dashboard of what's scheduled and how performance compares to target. > For managers, daily dashboards give a helicopter view of what we have scheduled and how we're performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful... We've gone from 100% paper-based to 90% digital. > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark - **90%** — Reduction in paper-based work [Read Story](https://www.skedulo.com/customers/mainmark/) ## Frequently Asked Questions ### How do you schedule catering staff when guest counts change? Start with the event manager's requirements for roles, preparation, venue access, and service timing. When guest count or menu changes, review those requirements and update the crew and task assignments. Tempo can help with that coordination using available records. ### Can Skedulo schedule catering teams by event and role? Yes. Crews are scheduled by role, skill, availability, location and service window for each event. Open shifts can be offered to eligible staff, and managers can rebalance the crew when event details shift. ### Can crews complete setup and closeout checklists on mobile? Yes. Give crews task details and checklists for preparation, delivery, setup, service, and closeout. Review submitted records and assign follow-up for missing information or unfinished work. ### Can Skedulo plan crews traveling between event sites? Yes. Include travel and setup time when planning arrival windows. Review existing assignments before sending a crew to another venue, and share updated details on mobile. ### Can Skedulo integrate with event booking or workforce systems? Yes. Integrations and APIs connect Skedulo with event booking, workforce and reporting systems, so a booking can create staffing demand and hours and completion records can flow back. What's shared depends on the integration you configure. ### Can we schedule agency or temp servers alongside our own catering staff? Yes. Workers can carry an employment type such as Agency, so temp servers sit in the same schedule as your employees and are matched to events by role, skill and availability. Scheduling rules can be scoped by employment type, and managers see the whole crew for each event. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Hospitality Programs - [Hotels & Resorts](https://www.skedulo.com/industries/hospitality/hotels-resorts/) - [Events & Venue Staffing](https://www.skedulo.com/industries/hospitality/events-venue-staffing/) - [Housekeeping, Maintenance & Guest Services](https://www.skedulo.com/industries/hospitality/housekeeping-maintenance-guest-services/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) ## See Skedulo for catering operations. We'll work through your event staffing, preparation and service requirements. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Hospitality](https://www.skedulo.com/industries/hospitality/) --- --- url: "https://www.skedulo.com/industries/hospitality/hotels-resorts/" type: "page" title: "Hotel Staff Scheduling and Task Management | Skedulo" description: "Schedule hotel departments around occupancy and arrivals, fill open shifts and swaps on mobile, and route room, repair and guest requests to staff." --- # Schedule hotel teams and their daily work. Fill open shifts, simplify swaps, and give employees mobile control over availability, schedules, and team communication. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Receptionist checking arrivals on tablet behind front desk](https://assets.skedulo.com/uploads/hub-heroes/hotels-resorts-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Room turns, repairs and guest requests compete for staff. Late checkouts shorten the time before new arrivals, and a slow room turn or open repair can leave a guest waiting at the desk. Managers rebalance people and tasks as demand changes. _Runs the operation_ ### Hotel operations manager Track coverage, completion and open issues by department through the day. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker using a tablet in a back-of-house corridor, a colleague pushing a cart behind](https://assets.skedulo.com/uploads/photo-library/security-facilities/facilities-maintenance/fm-09-a.webp) _Plans the work_ ### Department scheduler Schedule roles, skills, departments, availability and break coverage for each shift. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Person planning shifts on a laptop in a hotel back office, a housekeeping cart with towels in the corridor behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-hrs-plans-20261009b.webp) _Does the work_ ### Maintenance technician View task details, locations, notes and photos in Mobile for each guest request or repair. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician on a stepladder fitting a light diffuser into a ceiling grid](https://assets.skedulo.com/uploads/photo-library/security-facilities/facilities-maintenance/fm-04-a.webp) _How it runs_ ## Department staffing and daily service work. _[ 01 ]_ ### Occupancy and service demand Use occupancy, arrivals, events, room status, and service trends to plan staffing. _Illustration: Skedulo Tempo looking ahead at 4:30 PM to next week, 18 - 22 Aug: steady until Friday. Coverage lands a day at a time - Monday 100%, Tuesday 96%, Wednesday 100%, Thursday 98% - then Friday at 78%, flagged 2 short. Three things to plan for: Friday 22 Aug is 2 technicians short, Bridget Hanley and Hoa Pham on leave, Plan cover; a refrigerant handling certificate expires Tue 19 Aug for Doug Lindqvist, Book renewal; 4 jobs waiting for allocation, Allocate_ _[ 02 ]_ ### Department schedules Managers schedule roles, skills, departments, availability, and break coverage. _Illustration: Skedulo Publish roster dialog: what to publish - Roster period picked, over Time period in view and Select range - and the summary: 1 - 28 Mar 2026, 19 employees, 800 hours at an estimated $64,020, 56 shifts - with Cancel and Publish (6)_ _[ 03 ]_ ### Assigned property work Guest requests, room work, maintenance tasks, and event support become owned tasks. _Illustration: Skedulo job panel for the service desk afternoon block, Wed 13 Aug, 2:00 - 3:30 PM, its team member en route: the job's tasks as a checklist - Isolate and tag supply and Swap faulty unit ticked, Test and record readings next and Guest sign-off last - over folded Details and Resources_ _[ 04 ]_ ### Task details on Mobile Staff see task details, location, notes, photos, and completion steps on mobile. _Illustration: Skedulo mobile form fields: arrival time, Wednesday 13 August at 4:05pm; customer name, Helen Pryor; overall outcome, Pass with Actions; and access notes - signed in at reception and escorted to the plant room, enclosure key collected on arrival and returned before leaving - with the hint: how you got on to location, helpful for whoever attends next_ _[ 05 ]_ ### Revised staffing and priorities Managers rebalance people and tasks when demand changes. _Illustration: A slice of the Skedulo schedule board - four people's lanes across Wednesday afternoon, the now line just after 1 PM, the work as cards: a belt check, an inspection, a recall inspection, a duct check, a thermostat job, a site survey, a breaker trip. Gloria can't reach her 2:00 PM water changeover, so it moves to Doug Lindqvist and Helen Pryor gets a new window, 2:15 - 2:45 PM; then Bridget Hanley calls out, her lane is marked Unavailable from 1:30 PM, and her fan drive retrofit moves to Aaron Feldman. Every other card stays where it is_ _[ 06 ]_ ### Coverage and completion status Leaders track coverage, completion, open issues, and guest-impacting risk. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313. The KPIs rise in and the columns grow; one more job completes and the last column ticks from 312 to 313_ _Tempo_ ## Review property coverage with Tempo. Compare staff availability and task assignments with Tempo. Connected property records and your enabled actions determine the options it can help prepare. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a no-show at a hotel from its issue: the night auditor, Tane Fifita, hasn't clocked in for 11:00 PM, leaving Callum Reid alone on the front desk with 4 late arrivals due. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the clock-in alert, night audit training and rest rules, and the context panel opens on the missed clock-in and the time to the 2:00 AM audit. Tempo texts Arun Pillai, a trained front office supervisor, who takes the shift; Callum stays on until he arrives and the no-show is recorded._ _Coordinate the property day_ ## Department coverage with daily work in view. Plan shifts, assign requests, and see which rooms or departments need attention. ### Demand-based coverage Use occupancy, arrivals, and events to plan coverage. _Illustration: Skedulo Save roster as template dialog: the template named for two weeks, and what to save with it - shift times, assignees and unassigned counts, each ticked - with Cancel and Save template_ ### Requests and task assignments Route guest requests, rooms, maintenance, and event tasks. _Illustration: Skedulo web messaging card, New message: Glo is typed into To and Gloria Benitez comes up as the match; she is picked and lands in To as a chip, the conversation opens on This is the beginning of your direct message history with @Gloria Benitez, and Mark Doherty's first line is typed and sent at 9:07 AM: Can you make 2:40 if I push the window?_ ### Mobile task records Staff can view task details, locations and photos, then record progress and completion in Mobile. _Illustration: A small Skedulo card, the Mobile AI mark beside Service report. A team member holds the mic and her words come in as she speaks: pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Mobile AI then fills the report a phrase at a time, each field ticking green: test pressure 62 PSI, strainer refitted, sign-off Helen Pryor. The card reads 3 fields filled_ ### Staffing adjustments Rebalance people and priorities when the day changes. _Illustration: Analytics tile: 14 changes to the roster since it was published, down 5 on last week - a purple staircase counting the changes day by day, Saturday to Friday, climbing under last week's dashed staircase that ends at 19, and a swap on Thursday adding a step_ ### Department visibility Track coverage and open work by department. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing_ ## How a large-scale field operation put Skedulo to work. - **Disconnected schedules** — Instructor, course, and customer data were split across a CRM, a learning management system, and spreadsheets, with no shared view of who was scheduled. - **One scheduling system** — Instructor, course, and customer data are unified in one system, with real-time visibility into scheduled hours. - **Better utilization** — Leaders see instructor utilization and scheduling speed instead of reconstructing it by hand. > Skedulo worked with us to create a customized solution that is truly plug-and-play and scalable. We can drop this process as is into other parts of our organization and it will work. > > — Joe Zito, Vice President of Information Technology, American Red Cross - **31%** — Reduction in instructor underutilization [Read Story](https://www.skedulo.com/customers/american-red-cross/) ## Frequently Asked Questions ### How should hotels schedule staff around occupancy? Start from forecast occupancy, arrivals, departures and events, then set coverage by department and role for each shift. Review the plan daily as bookings and late checkouts change, and keep a list of qualified staff who can pick up open shifts, which Skedulo staff can do on mobile. ### Can Skedulo schedule hotel teams by department and role? Yes. Teams are scheduled by department, role, skill, availability and break coverage. Employees can manage availability, pick up open shifts and request swaps on mobile, subject to your approval rules. ### Can staff complete guest service or housekeeping tasks on mobile? Yes. Staff can receive task details, locations, notes, and photos, then report progress on mobile. Configure the relevant property records and integrations so managers have the context needed to allocate work. ### Can Skedulo coordinate maintenance and room readiness work? Yes. Configure room and maintenance records and connect relevant property-system data. Managers can review outstanding repairs, housekeeping tasks, and staffing before changing assignments. Room release remains part of your property process. ### Does Skedulo replace a hotel's property management system? No. The property management system stays the record for reservations and room status. Skedulo schedules the staff and the work around it, and connects to property systems through APIs and integrations where they offer a way to exchange data. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Hospitality Programs - [Events & Venue Staffing](https://www.skedulo.com/industries/hospitality/events-venue-staffing/) - [Food Service & Catering](https://www.skedulo.com/industries/hospitality/food-service-catering/) - [Housekeeping, Maintenance & Guest Services](https://www.skedulo.com/industries/hospitality/housekeeping-maintenance-guest-services/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) ## See Skedulo for your hotel teams. We'll explore staff scheduling, guest requests, housekeeping and maintenance around your property systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Hospitality](https://www.skedulo.com/industries/hospitality/) --- --- url: "https://www.skedulo.com/industries/hospitality/housekeeping-maintenance-guest-services/" type: "page" title: "Hotel Housekeeping and Maintenance Scheduling | Skedulo" description: "Assign room turns, repairs and guest requests by priority and skill, give staff room details on mobile, and flag blocked or late work for a manager." --- # Coordinate room turns, repairs, and guest requests. Fill shifts, simplify swaps, and give housekeeping, maintenance, and guest-service teams mobile control over schedules and daily work. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Housekeeper mitring sheet corner on king bed, colleague stripping second bed](https://assets.skedulo.com/uploads/hub-heroes/housekeeping-maintenance-guest-services-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Housekeeping schedules need repair status in view. An unresolved repair can hold up a room turn. Managers, supervisors and room attendants can see which rooms are waiting on repairs and who is responsible. _Runs the operation_ ### Housekeeping manager Review blocked rooms, late requests and urgent issues, then assign the next action. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker using a tablet in a hallway](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-05-b.webp) _Plans the work_ ### Housekeeping supervisor Split daily room assignments by task duration, room location and existing workload. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Staff member in a hotel uniform using a tablet at a linen room counter](https://assets.skedulo.com/uploads/photo-library/stock/persona-hosp-hmg-plans-20261009a.webp) _Does the work_ ### Room attendant Receive room details, checklists, notes and photos in Skedulo Mobile for each assigned room. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker stacking towels on a linen cart in a supply room](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-04-a.webp) _How it runs_ ## Room tasks, from request to completion review. _[ 01 ]_ ### Room and service requests Room status, guest request, maintenance issue, or property task creates work. _Illustration: Skedulo workflow trigger panel on the builder's canvas: of four ways to start - Record change, Time offset, Recurring schedule, Platform event - the pointer picks Record change, sets the record to Form response and the event to Created, and adds a filter, Only when Form is Site checklist; the trigger's title becomes Site checklist submitted_ _[ 02 ]_ ### Staff allocation Match role, skill, availability, current workload, and location. _Illustration: Skedulo best-match card for JOB-4821, Wed 13 Aug, 2:00 PM: Gloria Benitez, Senior Technician, ranked first with a 96 match on a pale green row - her skills and licence checked, free 1:30 - 4:30, 1.9 mi from her last job, 10 minutes added on route - then Doug Lindqvist at 81, crossing territory, and Bridget Hanley at 64, her shift ending at 3:30 PM; 11 rules and constraints, and Assign Gloria_ _[ 03 ]_ ### Task details on Mobile Staff receive room details, notes, task checklist, photos, and completion steps. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: the task Water changeover service, unit 2, a maintenance job in progress, Wed 13 Aug, 2:00 - 3:30 PM at 1160 Pioneer Way, opening on a map of the site, with its forms and steps - isolate and tag supply and swap faulty unit done, test and record readings in progress, guest sign-off still to come. The service report slides in on step 2 of 3, Tests and readings: pressure test, flow rate, strainer and isolation valves ticked in turn, and the supply water temperature recorded at 44 F, in range_ _[ 04 ]_ ### Completion records Completion status, photos, notes, and blockers are captured in the field. _Illustration: A Skedulo mobile card headed Inspected assets, one row per asset recorded on the visit, each arriving in turn: AST-1163 on the ground floor riser N/A, AST-1152 in the level 3 plant space FAIL in solid rose, AST-1147 in the same plant space PASS in green - the results in one column on the right, the failed one standing out without reading a word_ _[ 05 ]_ ### Blocked and overdue work Managers review blocked rooms, late requests, and urgent issues, then assign the next action. _Illustration: A Skedulo thread: Gloria Benitez at 9:06 AM, running about 40 minutes behind on job #4821 - the parkway is banked up - can we shift the 2pm?, with 3 replies, the last at 9:44 AM; then Mark Doherty at 9:08 AM, updating the ETA and texting the customer now, Pioneer Health has been notified, marked with a green Schedule updated_ _[ 06 ]_ ### Property status Bring recorded room status, task backlog, maintenance issues, and team coverage together through your configured workflows and integrations. _Illustration: The Skedulo web app on the Job activity dashboard. Set alert opens New alert over the dimmed app: measure Cancellations, alert when above 5% in a week, checked daily, email to Dana Pruitt. Save alert is pressed, a bell appears beside the Cancellations KPI, and the next morning's email lands from Skedulo Analytics: cancellations above 5% this week, 5.4% of jobs cancelled in the last 7 days_ _Tempo_ ## Review room work and guest requests with Tempo. Compare assignments and follow up on open work with Tempo, using the property records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an out-of-order room from its issue: room 512's air conditioner blows warm, and the room has a guest due at 3:00 PM on a sold-out night. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the maintenance request, engineering's day and the house count, and the context panel opens on the engineer's clash and tonight's occupancy. Tempo asks Gus Halvorsen to swap in a spare unit, moves his filter round to 1:00 PM and puts 512 on Amira Ben Youssef's board at noon, inspected at 1:15 PM._ _From request to ready room_ ## Room assignments with repairs and requests in view. Task status and completion records help department leads review room work and arrange follow-up. Your property process determines when a room is released. ### Room and request priorities Rank rooms and guest requests by check-in time, status, and impact. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues each with who has it and its time to act: Gloria Benitez running late to JOB-4821, with You, 36 minutes; Doug Lindqvist called out and JOB-4841 is uncovered, with Tempo, 1 hour 4 minutes; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2 hours 40 minutes_ ### Skills and workload matching Match role, skill, location, availability, and current workload. _Illustration: Skedulo job card for Job #4809, Dispatched: the team assigned, CO-JT03, dispatched; its crew leader, Aaron Feldman, dispatched; and two more members_ ### Mobile checklists and records Put room details, checklists, notes, and photos on mobile. _Illustration: Skedulo mobile checklist card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Escalation rules Configure escalation rules to route urgent or delayed work to the responsible manager. _Illustration: Small Skedulo automation builder card, Failed check follow-up, Draft: of three trigger kinds - Record change, Time and Recurring - Record change is picked, the trigger Site checklist submitted lands, and its edge draws down to the If it checks, Any check failed, Then: Create a follow-up job. The card turns Active and a first run checks both steps green_ ### Room and team status Track rooms, open issues, and coverage in one property view. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes_ ## How a large-scale field operation put Skedulo to work. - **Paper work orders** — Job status, worker location, and completed work lived across paper, spreadsheets, and phone calls. - **One live schedule** — Workers are matched, dispatched, and tracked from a single system, in real time. - **Faster, cleaner closeout** — Managers see what's scheduled, in progress, and completed at any point in the day. > We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses of all those jobs throughout the day, in real time. So at any given point in the day, we know how many jobs we have scheduled, how many employees are working, what their status is, how many are completed, and we have access to all those hours and customer data at our fingertips. > > — Ashish Patel, Director of Strategic Initiatives, AWP - **86%** — Scheduling and dispatching efficiency [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### How do you prioritize housekeeping room turns? Use your property's priorities, arrival times, room status, and known repair needs to assign work. Update the plan as circumstances change. Relevant PMS data requires a configured connection; managers confirm priorities and room readiness. ### Can Skedulo schedule housekeeping and maintenance tasks? Yes. Room turns, maintenance work and guest requests are assigned by priority, room, location, role, skill, availability and current workload. Managers see which rooms are blocked and who owns the blocker. ### Can staff complete mobile checklists and closeout steps? Yes. Staff receive room details, checklists, notes and photos on mobile, and record completion, photos and blockers as they work. The next team can see when a room is ready or what's holding it up. ### Can guest-impacting issues be escalated to the right manager? Yes. Configure workflows to route recorded urgent requests or overdue work to the responsible manager. Agree the triggers, recipients, and response process; delivery of a message does not confirm someone has acted on it. ### How is Skedulo different from hotel housekeeping software? Skedulo connects workforce scheduling with assigned property work. Our Pulse Platform supports additional room, site, and service records and workflows, alongside configured connections to your PMS and other systems. ### How are daily room assignments split between housekeepers? Supervisors can review task duration, room location, recorded requirements, and existing workload when allocating work. Define your room and task model to support the assignment process you use. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Hospitality Programs - [Hotels & Resorts](https://www.skedulo.com/industries/hospitality/hotels-resorts/) - [Events & Venue Staffing](https://www.skedulo.com/industries/hospitality/events-venue-staffing/) - [Food Service & Catering](https://www.skedulo.com/industries/hospitality/food-service-catering/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) ## See Skedulo for housekeeping and guest services. We'll explore room assignments, maintenance requests and staff coverage around your property's workflow. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Hospitality](https://www.skedulo.com/industries/hospitality/) --- --- url: "https://www.skedulo.com/industries/inspections-safety/building-property-code-inspections/" type: "page" title: "Building & Property Inspector Scheduling | Skedulo" description: "Clear inspection backlogs by district. Match building and property inspectors to credentials and routes, send property history to mobile, and track corrections." --- # Property inspections with the case history in view. Schedule qualified inspectors for permit, complaint, and program visits. Give them property details and mobile checklists, then track findings and follow-up work. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Inspector laying spirit level on accessibility ramp, coordinator holding door](https://assets.skedulo.com/uploads/hub-heroes/building-property-code-inspections-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Inspection findings need an accountable follow-up. A failed check can mean a correction, more documents or a reinspection. Assigned tasks carry the due date and original evidence through the review your case process requires. _Runs the operation_ ### Inspection manager Track failed items through correction, document requests and reinspection, each with an owner and due date. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop at a desk, rolled plans and a wall map behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-bpc-runs-20261009a.webp) _Plans the work_ ### Inspection scheduler Balance appointment windows, travel and owner or contractor availability across each district. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Person on a desk phone with a map and a calendar on two monitors, rolled plans beside the desk](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-bpc-plans-20261009b.webp) _Does the work_ ### Building inspector Review property details, past findings and reference photos in Skedulo Mobile before arriving. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Inspector in a hard hat checking electrical boxes on wall framing in a house under construction](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-bpc-does-20261009b.webp) _How it runs_ ## Inspection requests, field findings and case updates. _[ 01 ]_ ### Permit and inspection requests Record the permit, complaint, or program visit with its source, due date, and district. _Illustration: Skedulo job panel on a hatched ground for JOB-4821, a pre-purchase building inspection, Wed 13 Aug, 2:00 - 3:30 PM, en route with its inspector: its Details open - type Scheduled audit; description Full structural and moisture inspection with same-day report; urgency Normal; account Harbour & Co Conveyancing - with Resources and Tasks folded below._ _[ 02 ]_ ### Inspector allocation Check district, credential, availability, workload, and route fit before assigning the visit. _Illustration: Skedulo scheduling objectives card on a hatched ground, marked Active: service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each inspector's day before adding one - and the rules a match must pass: licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ _[ 03 ]_ ### Routes and access windows Balance appointment windows, travel time, owner or contractor availability, and inspection priority. _Illustration: Skedulo Mastermind results for the Balance work recipe across the Denver metro, 181 of 188 jobs scheduled, open on its Routes tab: the day's optimized routes drawn across a map of Denver, each in its person's colour with their photo on the route, the window cropped to the map on a hatched ground._ _[ 04 ]_ ### Findings and site evidence Complete mobile checklists and capture photos, notes, timestamps, and required fields during the visit. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of the quarterly site inspection JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August._ _[ 05 ]_ ### Corrections and reinspection Set up workflows for failed items to create correction, document or reinspection tasks with an owner and due date. _Illustration: Skedulo workflow canvas, close on one IF, THEN, ELSE: Repair approved, its rule Decision is Approved, is checked green as a test run passes it. The run takes Then, drawing the edge in blue to Create a follow-up job, Name Replace isolator, Duration 2 hours, which runs and is checked, then on into End, which fills green. The Else edge to Tell the dispatcher, To Mark Doherty, goes quiet and that card fades._ _[ 06 ]_ ### Connected case records Use integrations to share inspection results and correction status with permitting, case, or document systems. _Illustration: Skedulo reconciliation of the completed jobs for Wed 13 Aug, checked Thu 14 Aug, 6:15 AM, 64 jobs: a grid of jobs against the Salesforce, Workday and Finance logos. JOB-4803 Quarterly site inspection, JOB-4816 and JOB-4821 tick green in all three; JOB-4837 is flagged amber - work order 00012298 is still In Progress in Salesforce. Resend is pressed: the flag turns green, Resent: work order 00012298 is Completed, and 64 of 64 jobs in step._ _Tempo_ ## Review inspections and open corrections with Tempo. Compare assignments, check due visits and prepare follow-up with Tempo, using the inspection records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an inspector's sick call from its issue: Rachel Innes is out with 9 inspections on her route, the first a footing inspection at 3721 Raleigh St with the builder's concrete ordered for 10:00 AM. The issue lands in red on a blank screen and becomes the task's header; Tempo reads her route, the district's inspectors and the permit, and the context panel opens on the footing and the time to the pour. Tempo picks Marta Kowal, a building inspector 12 minutes away; once the scheduler starts the plan it gives her the footing, shares out the other eight and texts the builder._ _The Toolkit_ ## District planning with property detail. ### District inspection planning Plan visits using district coverage, recorded inspector credentials, route history, and travel-time context. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of extra travel and 1.9 miles from her last job; Doug Lindqvist at 81, 26 minutes and crossing territory; Bridget Hanley at 64, 38 minutes, her shift ending at 3:30 PM._ ### Inspection planning with Tempo Review due inspections and assignment options with Tempo alongside the scheduling team. _Illustration: Skedulo Tempo on a soft blue card. The scheduler has asked, Hey Tempo, tell me about Doug's schedule tomorrow, and Tempo answers: Doug has 3 jobs on Thursday, from 8:00 AM to 3:00 PM, with 40 minutes of driving. A slim strip under the answer shows the three jobs across his day. Below, the message box waits for a follow-up._ ### Property history on Mobile Give inspectors the available property details, past findings, reference photos, and checklist for the visit. _Illustration: A small Skedulo page builder card for account-page-template, in Draft: the palette's Site access card is pressed and dragged onto the page, where a drop line marks the place. The card lands selected and the template turns Modified; under the page its Show access codes property is switched on, and the card's Access code turns from Hidden to 4417._ ### Correction workflows Set up reinspection tasks, document requests, or notices with an owner, due date, and required review. _Illustration: Small Skedulo automation builder card, Failed check follow-up, Draft: of three trigger kinds - Record change, Time and Recurring - Record change is picked, the trigger Site checklist submitted lands, and its edge draws down to the IF it checks, Any check failed, Then: Create a follow-up job. The card turns Active and a first run checks both steps green._ ### Connected case records Use configured integrations to exchange inspection results and current case status with permitting, GIS, and other document systems. _Illustration: Skedulo card for a quarterly site inspection: Salesforce work order 00012345, New, becomes JOB-4803 in Skedulo, pending allocation, Mon 9:12 AM. The job is dispatched on Wednesday at 8:04 AM and the work order reads Scheduled; the job completes at 5:21 PM and the work order reads Completed, back in Salesforce - status syncing both ways._ ## Tyrrells retired 90% of its manual scheduling for building consultants in the field. - **Before** - Dispatch ran through a custom database, Word templates, and a constant stream of emails. - Consultants had no reliable way to see if job details changed after the initial booking. - **With Skedulo** - Jobs entered in Salesforce flow into Skedulo automatically, with documents, photos, and notes attached. - One-click dispatch sends the full job package straight to the building consultant. - **Outcome** - 90% of manual scheduling processes retired; time to dispatch cut in half. - Consultants check the job on site and know it matches what was actually dispatched. > It was a very smooth and easy transition. With Skedulo, you hit dispatch on the job and that's it! > > — Hannah Barry, Office Manager, Tyrrells Property Inspections - **90%** — reduced manual scheduling processes [Read Story](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) ## Frequently Asked Questions ### How do property inspection companies schedule inspectors across a region? Most start by matching each request to an inspector with the right specialty and territory, then build routes that keep travel between properties short. The hard part is keeping those routes intact when access falls through or an urgent request comes in. Skedulo plans assignments and routes together and helps rebalance the day when plans change. ### Can Skedulo schedule inspectors by district, certification and inspection type? Yes. A visit can require a district, a specialty or a recorded credential, and scheduling matches it to inspectors who meet those requirements, with availability and route fit in view. Your team keeps the underlying qualification data current. ### Can inspectors see property history before they arrive? Yes, the mobile inspection packet can include property details, past results, reference photos and the checklist for the visit. Inspectors review it before arriving, then capture observations, photos, notes and signatures on site. Required fields prompt for missing evidence before the visit can close. ### Can a failed inspection trigger a reinspection or correction notice? It can, once your team sets it up. Teams can set up automations so a failed inspection creates a reinspection or correction task with an owner and due date, with the original evidence attached. The exact steps follow your inspection and case process. ### What results did Tyrrells Property Inspections see with Skedulo? Tyrrells reduced its manual scheduling processes by 90% and its time to dispatch by 50%. Admin staff add jobs in Salesforce, which are drawn into Skedulo with documents, images and notes attached, and one-click dispatch sends the package of information straight to the building consultant. ### Do we still need our permitting or case management system if we use Skedulo? Yes, your permitting or case system stays the record for applications, cases and official results. Skedulo schedules and routes the inspectors, guides the site visit, and sends results and correction status back through APIs and integrations. Skedulo supports the workflow; it does not certify compliance. _Keep Exploring_ ## Explore related products, inspection programs, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Analytics](https://www.skedulo.com/product/analytics/) ### Inspection Programs - [Fire & Life Safety Inspections](https://www.skedulo.com/industries/inspections-safety/fire-life-safety-inspections/) - [Environmental, Health & Safety](https://www.skedulo.com/industries/inspections-safety/environmental-health-safety/) - [Compliance Audits & Risk Assessments](https://www.skedulo.com/industries/inspections-safety/compliance-audits-risk-assessments/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See Skedulo for property inspections. We'll explore district scheduling, inspection records and correction workflows alongside your case system. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/inspections-safety/compliance-audits-risk-assessments/" type: "page" title: "Field Auditor Scheduling for Compliance & Risk | Skedulo" description: "Keep audit programs on schedule. Match field auditors by skill, region and clearance, capture evidence on mobile, and track remediation through review." --- # Field audits with accountable follow-up. Schedule assessors, capture evidence on mobile, and track findings, remediation owners, and completion reviews in one workflow. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Inspector torching along boiler weld seam in plant room](https://assets.skedulo.com/uploads/hub-heroes/compliance-audits-risk-assessments-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Remediation needs its own review record. Completing the audit, submitting a finding and accepting a correction are separate steps. Track evidence, responsibility and review status through the closure process your program defines. _Runs the operation_ ### Audit program manager Review open findings, overdue actions and completion evidence across sites. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Two colleagues at a conference table with a laptop and printed pages](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-car-runs-20261009a.webp) _Plans the work_ ### Audit scheduler Schedule high-risk sites and audits close to their window ahead of routine work. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker on a desk phone pointing to a schedule on a laptop](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-cpp-20261007a.webp) _Does the work_ ### Assessor Work through questions, observations, photos and required attachments in Skedulo Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Person in a hard hat and hi-vis vest photographing warehouse racking with a tablet](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-car-does-20261009b.webp) _How it runs_ ## Audit scheduling through remediation review. _[ 01 ]_ ### Program requirements Create audit or assessment work from program schedules, risk priorities, supplier requirements, or incidents. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: status New, created Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly site inspection, Account Pioneer Health Systems, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Start date 2026-08-13T22:00:00Z, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Assessor qualifications Check skill, region, availability, and workload before assigning the visit. _Illustration: Skedulo offer on a hatched ground for JOB-4835, backflow test and certify, Thu 14 Aug, 9:00 AM, sent at 8:12 AM to seven eligible inspectors by push and in-app notification under a first-to-accept rule: Wade Brennan accepts, Gloria Benitez's and Aaron Feldman's offers close, and Wade is allocated automatically, accepted in 2 minutes._ _[ 03 ]_ ### Site access and appointments Balance site access, route time, priority, and evidence requirements. _Illustration: Skedulo job panel on a hatched ground for JOB-4821, a pre-purchase building inspection, Wed 13 Aug, 2:00 - 3:30 PM, en route: Travel open on a street map of the drive to the site - 5.8 miles, arriving 2:42 PM, 22 minutes out, a 6 minute delay in heavy traffic - with Details and Route information folded below._ _[ 04 ]_ ### Evidence from the field Guide the assessor through questions, observations, photos, notes, and required attachments on mobile. _Illustration: Skedulo web Form Builder, Build tab, for the Site checklist job form, version 3, in Draft: page 2 of 5, Hazards and PPE, lists its components - Hazards identified, Hazards recorded, PPE, and Permit to work selected - with Permit number, Permit expiry and Permit photo indented under the rule Shown when Permit to work is Yes. Beside it, the builder's preview: an iPhone showing the same page as an inspector sees it, scrolled to the Permit to work switch on and the permit number and expiry fields it reveals._ _[ 05 ]_ ### Findings and responsibility Turn an issue into a structured finding with severity, owner, and due date. _Illustration: A Skedulo workflow canvas for Failed check follow-up, in draft, built a step at a time: Site checklist submitted, then the rule Any check failed. On Then, Request approval from Wade Brennan and Create follow-up, Replace isolator; on Else, Complete the job and Update work order, its tile the Salesforce logo. Each card lands with the line into it._ _[ 06 ]_ ### Remediation review Track open findings, overdue work, and completion evidence, then record the review needed before closure. _Illustration: The Skedulo web app on the Job activity dashboard. Export opens a menu - Download CSV, Download PDF, Schedule email report - and Schedule email report is picked: a dialog with Format PDF, Send weekly on Monday at 7:00 AM, and Dana Pruitt and Wade Brennan added to To. Save is pressed and a green notice confirms the weekly report is scheduled: Mondays, 7:00 AM, to Dana and Wade._ _Tempo_ ## Review the audit program with Tempo. Plan assessor assignments and follow up on open findings with Tempo. Your program defines priorities and review requirements; enabled records and actions determine its role. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo arranging a risk-based audit from its issue: a complaint of hard plastic in ground beef raises the York St plant to high risk, and the compliance lead wants an unannounced food safety audit within 10 days. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the risk review, the auditors and the audit history, and the context panel opens on the plant and the time left. Tempo picks Lena Choi, registered for meat processing, fluent in Spanish and new to the plant; the plan then books her, attaches the complaint file and emails the compliance lead._ _The Toolkit_ ## Assessor schedules and findings across sites. ### Risk-prioritized audit plan Use risk, due dates, and program needs to decide what gets scheduled next. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each inspector's day before adding one - and the rules a match must pass: licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ ### Assessor skill matching Match visits to recorded skills, regional coverage, certifications, and required clearances or approvals. _Illustration: Skedulo best-match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of extra travel and 1.9 miles from her last job; Doug Lindqvist at 81, 26 minutes and crossing territory; Bridget Hanley at 64, 38 minutes, her shift ending at 3:30 PM._ ### Mobile evidence capture Guide assessors through forms, photos, notes, and required attachments before closeout. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit._ ### Remediation workflows Route findings to accountable owners with due dates and the escalation steps your program requires. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871._ ### Finding and action reporting Review open findings, overdue actions, and submitted completion evidence across sites. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes._ ## Where Food Comes From tied 2,600+ annual audits directly to billing. - **Before** - Locating auditors in the field and getting completed audits back was uncertain. - Billing waited on paperwork that moved through the office after the audit was already done. - **With Skedulo** - Mobile workforce management tied to Salesforce keeps assignments and completed audits in one place. - Finance starts billing as soon as an audit closes, based on the work actually performed. - **Outcome** - 2,600+ inspections completed a year across a 60+ person mobile audit team. - Revenue recognized in tighter cycles, with the model now running across four sub-companies. > Everyone can agree, from our production team to finance to scheduling team, that Skedulo has made their lives so much better and removed that heartburn they were having due to the manual scheduling and managing of the auditors in the field. > > — Chris Sanchez, IT Director, Where Food Comes From - **2,600+** — inspections completed per year [Read Story](https://www.skedulo.com/customers/where-food-comes-from/) ## Frequently Asked Questions ### How should a compliance team schedule field audits across many sites? Start with risk and due dates, not the calendar. High-risk sites and audits close to their window are scheduled ahead of routine work, then each visit is matched to an auditor with the right skill, region and clearance. Skedulo plans those visits with route time and site access in view, so fewer windows are missed. ### Can Skedulo match assessors by skill, region or clearance? Yes. Use recorded skills, certifications, clearances, region, and availability to review assessors. Your organization verifies those records and confirms suitability for the work. ### Can an audit be held open until the evidence is captured? Required forms and fields can support evidence collection before a job is marked complete. Configure the separate review and acceptance steps your audit program needs; submitted evidence does not itself establish a resolved finding or compliant site. ### How does Skedulo track remediation after an audit finding? Teams can set up automations to turn a finding into a remediation task with severity, an owner and a due date, and to escalate it when it goes overdue. Open and overdue remediation is visible across sites until the review needed for closure is recorded. ### How did Where Food Comes From use Skedulo for its audit team? Where Food Comes From coordinates 60+ mobile employees who complete more than 2,600 inspections a year. With Skedulo integrated with its Salesforce CRM, finance can start billing as soon as an audit is complete, based on the work actually performed. ### Is Skedulo a GRC or audit management platform? Skedulo coordinates field assessors, mobile evidence, and configured follow-up. Connect your GRC or audit system through integrations and agree record ownership. Our Pulse Platform can support additional records and processes; Skedulo does not certify compliance. _Keep Exploring_ ## Explore related products, inspection programs, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Analytics](https://www.skedulo.com/product/analytics/) ### Inspection Programs - [Building, Property & Code Inspections](https://www.skedulo.com/industries/inspections-safety/building-property-code-inspections/) - [Fire & Life Safety Inspections](https://www.skedulo.com/industries/inspections-safety/fire-life-safety-inspections/) - [Environmental, Health & Safety](https://www.skedulo.com/industries/inspections-safety/environmental-health-safety/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See Skedulo for field audit operations. We'll work through assessor scheduling, evidence collection and the reviews your audit program requires. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/inspections-safety/environmental-health-safety/" type: "page" title: "EHS Site Visit Scheduling for Safety Teams | Skedulo" description: "Get EHS site checks done before they go overdue. Prioritize by risk, send qualified staff, capture evidence on mobile, and track corrective actions to close." --- # Site inspections and corrective work, tracked together. Equip field teams with mobile forms, assign follow-up from findings, and track action status and completion evidence across sites. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![EHS officer walking warehouse aisle with supervisor noting pallet overhang](https://assets.skedulo.com/uploads/hub-heroes/environmental-health-safety-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Completion evidence for the effectiveness review. A corrective action marked done still needs its follow-up check. Reviewers assess the fix and its evidence against the acceptance process your EHS program defines. _Runs the operation_ ### EHS manager Review overdue work, closure status and recurring findings by site and program. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in a hard hat and safety glasses holding a tablet on a plant walkway](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-ehs-runs-20261009a.webp) _Plans the work_ ### EHS coordinator Assign EHS staff by qualification, availability, site access and route fit. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a standing desk with timeline charts on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-hir-20261007a.webp) _Does the work_ ### EHS specialist Capture checklist results, readings, photos, notes and signatures in Skedulo Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician checking a wall-mounted fire extinguisher, a cart of extinguishers beside](https://assets.skedulo.com/uploads/photo-library/security-facilities/fire-life-safety-building-systems/fls-01-a.webp) _How it runs_ ## From site check to corrective-action review. _[ 01 ]_ ### Site checks and audit requests Record the site check or audit needed after a hazard, incident, observation, or program requirement. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: status New, created Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly site inspection, Account Pioneer Health Systems, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Start date 2026-08-13T22:00:00Z, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Program priorities Use the program's risk assessment and due dates alongside location, qualifications and available capacity. _Illustration: Skedulo scheduling objectives card on a hatched ground, marked Active: service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each inspector's day before adding one - and the rules a match must pass: licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ _[ 03 ]_ ### Staff allocation and travel Assign EHS staff by availability, site access, qualification, and route fit. _Illustration: Skedulo time window card on a hatched ground for job #4821, Within SLA: on a 1 to 4 PM axis the job sits between start after 2:00 PM and end before 3:30 PM, and the SLA - respond within 4 hours - is met by 1:06 PM._ _[ 04 ]_ ### Field checks and observations Capture checklist results, readings, photos, notes, and signatures on mobile. _Illustration: Skedulo mobile job details on an iPhone for the quarterly site inspection JOB-4803 at 1160 Pioneer Way, Denver, in progress: under Tasks, Test emergency lighting (done at 4:12 PM) and Tag out isolator AST-1152 (done at 4:24 PM) are ticked and each turns from pending to synced, so the inspector sees what went through; Replace fire door closer is still open._ _[ 05 ]_ ### Assigned corrective work Configure actions with an owner, due date, status, and reminders. _Illustration: A Skedulo panel for the workflow Failed check follow-up, in draft: records and tools for three teams land in turn - Gloria Benitez in the field, the Site checklist with its isolator check, photo and notes, in the mobile app; Wade Brennan, supervisor, asset AST-1152 with its status, failed check and photo, on the asset page; Mark Doherty, dispatch, JOB-4871, Replace isolator, 2 hours, on the dispatch board. Then the one record trail: JOB-4803 to AST-1152 to JOB-4871._ _[ 06 ]_ ### Action review and recurring findings Track open and overdue actions, retain completion evidence, and record the effectiveness checks your program requires. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, standing on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313, the last ticking up as one more job completes._ _Tempo_ ## Review EHS field work with Tempo. Compare visit assignments and follow up on open actions with Tempo. Your EHS team sets priorities and review requirements; Tempo uses the records and actions enabled for it. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a heat advisory from its issue: 98° by 2:00 PM, and above 95° the heat illness program needs a high heat check on every outdoor crew, starting with a torch-down roofing crew at 4750 Holly St with two new roofers. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the advisory, the safety team's ranking and the advisors' day, and the context panel opens on the site's heat and the crew. Tempo picks Steph Muir, free from 9:15 AM; once the coordinator starts the plan it books her, texts the foreman and books the next two crews' checks._ _The Toolkit_ ## EHS field records across your sites. ### Prioritized EHS work Use your incident, due-date, location, and site-history data to prioritize field visits. _Illustration: Skedulo Tempo's queue of issues sorted by state, on a pale blue panel. Under In progress, Doug Lindqvist called out: JOB-4841 is open while Tempo works it - Gather context ticks done with 3 sources, Compare technicians finds Gloria Benitez fits, Prepare the change readies the reassignment to Gloria - and the change is ready for review. Urgent: walk-in cooler down at Harvest Table is in progress too, and Waiting for a response runs on below._ ### Qualified staff matching Match qualification, availability, access window, and route before the day is scheduled. _Illustration: Skedulo card for the inspectors on job #4809, 3 of 4 assigned: crew leader Aaron Feldman, dispatched; members Andre Bassett, dispatched, and Brooke Feeney, confirmed._ ### Mobile EHS forms Capture checklists, observations, photos, readings, and notes in supported mobile forms. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start._ ### Corrective-action workflows Configure follow-up with an owner, due date, reminders, and the review steps your program requires. _Illustration: Skedulo workflow card, Failed check follow-up, running on JOB-4803: three steps light in turn, each tile blue as it runs and green when done, a wire filling between them - Status updated at 5:17 PM, asset AST-1152 set to Awaiting follow-up; Approval requested, waiting for Wade Brennan, then approved by him at 5:18 PM; Follow-up job created at 5:18 PM, JOB-4871, Replace isolator._ ### Cross-site action visibility Review overdue work, closure status, and recurring findings by site, program, and reporting period. _Illustration: Analytics tile: 24 failed checks this week, down 6 on last week, as a rose bar per form - site inspection 9, pre-start 7 and the other forms 8 - and one more failed pre-start check landing._ ## AWP replaced disconnected reporting with one real-time record across a 5,000-person field operation. - **Before** - Finance and HR worked from separate data, so a correction made in one system never reached the other. - Invoicing took up to 14 days, and invoice corrections were a constant source of rework. - **With Skedulo** - Work order status, hours, and job data update in real time and stay tied to Salesforce. - One accurate record now feeds scheduling, billing, and payroll instead of separate ones. - **Outcome** - Invoice correction rate down 41%, to 0.5%. - Invoicing time cut from up to 14 days to under 5. > A huge win for the billing team, and our finance team is happy as well. > > — Ashish Patel, Director of Strategic Initiatives, AWP - **41%** — reduction in invoice corrections [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### How do EHS teams prioritize which sites to visit? Use the priorities and due dates set by your EHS program, then review staff qualifications, availability, access, and travel. Tempo can help with coordination using available records; it does not replace the team's risk assessment. ### Can field teams complete safety checks on mobile in areas with no signal? Field teams complete checklists and capture observations, photos, readings, notes and signatures in the mobile app. Actions documented to work offline are saved on the device and sync when the connection returns. Some extensions and connected actions still need a connection, so confirm which of your safety forms are supported offline. ### Can Skedulo follow a corrective action through to an effectiveness check? A corrective action can carry an owner, due date and status, and teams can set up automations to send reminders or escalate it. The workflow can include the follow-up review your program requires, with completion evidence kept on the action, so a task marked done isn't treated as verified until that check is recorded. ### What proof do we have that Skedulo works for large safety-screened field teams? AWP, a traffic control and public safety provider whose field workers go through a safety screening process, schedules and dispatches roughly 5,000 mobile workers with Skedulo and Salesforce. It reduced invoice corrections by 41% and cut invoicing from as many as 14 days to less than 5. ### How does Skedulo work alongside an EHS platform like Intelex? Use configured APIs and integrations to exchange agreed records with your EHS platform. Define where incidents, training records, findings, and actions are owned, and which details field staff need. Confirm the supported connection during solution design. ### Can Skedulo flag when someone's safety training has lapsed before they're sent to a site? Record relevant credentials and expiry dates and specify the requirements of each visit. Review those records against the assignment date. Your organization verifies training and suitability; scheduling records are not authorization to enter or work on a site. _Keep Exploring_ ## Explore related products, inspection programs, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Analytics](https://www.skedulo.com/product/analytics/) ### Inspection Programs - [Building, Property & Code Inspections](https://www.skedulo.com/industries/inspections-safety/building-property-code-inspections/) - [Fire & Life Safety Inspections](https://www.skedulo.com/industries/inspections-safety/fire-life-safety-inspections/) - [Compliance Audits & Risk Assessments](https://www.skedulo.com/industries/inspections-safety/compliance-audits-risk-assessments/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See Skedulo for EHS field operations. We'll explore site scheduling, corrective actions and completion reviews around your EHS process. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/inspections-safety/fire-life-safety-inspections/" type: "page" title: "Fire Inspector Scheduling for Life Safety Programs | Skedulo" description: "Keep recurring fire and life safety inspections inside their due windows. Match certified inspectors, record deficiencies on mobile, and track each correction." --- # Fire inspections with deficiency follow-up. Schedule qualified inspectors and capture system findings in Mobile. Define corrective tasks, reinspection and evidence review for your program. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Inspector holding pressure test unit at sprinkler control valve trim](https://assets.skedulo.com/uploads/hub-heroes/fire-life-safety-inspections-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Deficiencies stay open until the correction is reviewed. A completed inspection can leave repairs or a reinspection outstanding. Track the finding, responsible party and due date, with completion evidence for your program's acceptance review. _Runs the operation_ ### Inspection program manager Track missing evidence and overdue follow-up before reviewing a closeout. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop at a desk](https://assets.skedulo.com/uploads/photo-library/stock/persona-insp-fli-runs-20261009a.webp) _Plans the work_ ### Inspection coordinator Prioritize due inspections by date, property risk and available certified capacity. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map and schedule on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### Fire inspector Work through system-specific checklists on Mobile, capturing findings, photos and signatures. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician writing on a tablet beside red sprinkler valves](https://assets.skedulo.com/uploads/photo-library/security-facilities/fire-life-safety-building-systems/fls-02-b.webp) _How it runs_ ## Due inspections, findings and correction review. _[ 01 ]_ ### Inspection requirements A recurring inspection, risk program, complaint, or deficiency follow-up creates the work, with its due date and risk noted. _Illustration: Skedulo job JOB-4803, Quarterly site inspection, its details arriving from Salesforce a group at a time, each row marked with the Salesforce logo: Customer Pioneer Health Systems, Contact Helen Pryor, Location 1160 Pioneer Way, Denver, Urgency Normal (Medium in Salesforce), Job type Inspection, Start Wed 13 Aug, 4:00 PM, Duration 2 hours, Status Pending allocation. A green box closes it: Created from work order 00012345, Mon 11 Aug, 9:12 AM, in real time._ _[ 02 ]_ ### Inspector qualifications Check certification, territory, availability, and route fit before assigning the visit. _Illustration: Skedulo card on a hatched ground for the inspectors on job #4809, 3 of 4 assigned: crew leader Aaron Feldman, dispatched; members Andre Bassett, dispatched, and Brooke Feeney, confirmed._ _[ 03 ]_ ### Routes and property access Balance due dates, property access, travel time, and urgent work across the day. _Illustration: Skedulo job panel on a hatched ground for JOB-4821, a pre-purchase building inspection, Wed 13 Aug, 2:00 - 3:30 PM, en route: Route information open - 5.8 miles, arriving 2:42 PM, a 6 minute delay in heavy traffic - over its milestones: Confirmed at 9:41 AM, En route at 2:10 PM with the SMS sent, then Arrived on site, Job in progress and Job complete still to come._ _[ 04 ]_ ### Inspection findings Guide the inspector through checklists, findings, photos, notes, and signatures on mobile. _Illustration: Skedulo mobile job completion page on an iPhone for the quarterly site inspection JOB-4803: the work completed is typed in - inspection done, fire door closer replaced - two materials land, a heavy duty door closer and a lockout tag and padlock, above the follow-up the inspection raised, JOB-4871 for Aaron Feldman, and site contact Helen Pryor's signature lands. Complete job turns green, is pressed, and becomes a green notice: completed at 5:21pm._ _[ 05 ]_ ### Corrective work and reinspection Configure corrective tasks, notifications, or reinspections with an owner and due date. _Illustration: Skedulo Form Builder, page 5 of 5, Sign-off: under the Overall outcome drop-down, a display rule - show these fields when Overall outcome is Pass with actions, or Site condition is Restricted - with a switch between AND and OR that flips to OR, and the line under it reading Shown when either answer matches. Indented under the rule, the follow-up fields it shows: Follow-up reason, Return by, and Photo of the issue, which drops in._ _[ 06 ]_ ### Connected program records Use integrations to share results with the inspection, asset, or compliance system your program uses. _Illustration: Skedulo integration activity for JOB-4803, Complete, completed Wed 13 Aug, 5:21 PM, results going out in turn. To Salesforce, real time: work order 00012345 status Completed, Pass with Actions, Follow-up JOB-4871. To Finance, real time: completed work sent for invoicing, 2 materials, on site 1h 18m. To Workday, scheduled 6:00 PM: approved hours for Gloria Benitez, 1h 47m, travel 27 min. Each moves from Sending to Synced, then 3 of 3 delivered._ _Tempo_ ## Review due inspections with Tempo. Plan inspector assignments and follow up on deficiencies with Tempo. Your program sets requirements and approves outcomes; its available actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a failed visit from its issue: Callum Reid finds the sprinkler riser room at Pioneer Health Systems' 1160 Pioneer Way campus locked, with the annual inspection due Fri 15 Aug and the key with the engineers. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the no-access report, the due window and Callum's day, and the context panel opens on the campus map and the inspection. Tempo picks a 1:00 PM return; once the dispatcher starts the plan it asks for an engineer with the key, rebooks the inspection and moves Callum's next visit up._ _The Toolkit_ ## Qualified inspection coverage and open deficiencies. ### Due-work priority queue Prioritize inspections by due date, property risk, and available certified capacity. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ ### Inspector qualification matching Use recorded certifications, territory coverage, and visit windows when planning assignments. _Illustration: Skedulo Tempo's options for covering JOB-4841 on a pale blue panel, first ranked by earliest arrival. The scheduler tells Tempo what matters - keep Dana's window, then least travel - and Tempo re-ranks: Gloria Benitez rises to the top, in the window and 6 minutes away, picked for least travel; Bridget Hanley drops to second, in the window with 30 minutes of overtime; Aaron Feldman misses the window. The ranking now reads Dana's window, then least travel._ ### Mobile inspection checklists Configure system-specific checklists with photos, notes, and signatures. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit._ ### Deficiency workflows Configure corrective tasks and reinspections with an owner and due date. _Illustration: Skedulo visual automation builder card, Failed check follow-up: of three trigger kinds - record change, time and recurring - Record change is chosen and the trigger fills, Site checklist submitted; its edge draws down with the condition If a check failed riding it, the action lands - Create a follow-up job - and takes its approval by Wade Brennan; then the switch in the card's head turns on and the chain lights blue._ ### Closeout visibility Track missing evidence and overdue follow-up before reviewing a closeout. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%._ ## AWP improved scheduling and dispatch efficiency 86% for a screened field team. - **Before** - Paper-based scheduling meant job confirmations could take more than six hours. - Five acquisitions in two years meant the manual process scaled with every new office. - **With Skedulo** - Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time. - Schedulers see who's working, who's en route, and what's complete at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time. - A process that used to take seven people now runs with one. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **86%** — more efficient scheduling and dispatch [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### How do fire inspection programs keep recurring inspections from going overdue? Maintain each inspection's due date and required qualifications, then plan available inspector capacity around access and travel. Review outstanding visits regularly. Scheduling supports the program; it does not establish regulatory compliance. ### Can Skedulo schedule inspectors by fire, alarm, sprinkler or extinguisher qualification? Yes. Each inspection can require a recorded qualification, such as a sprinkler or alarm certification, and scheduling matches it to inspectors who hold one, alongside territory, availability and visit windows. Your team maintains and verifies the certification records. ### Can inspectors record deficiencies with photos on site? Yes. Inspectors work through system-specific checklists on mobile and capture findings, photos, notes and signatures during the visit. A missing photo, signature or required field can be flagged before the record is marked complete. ### What happens to a deficiency after the inspection? Set up corrective tasks or reinspections with an owner, due date, and the original evidence. Configure the review steps your program requires before accepting correction. A completed visit does not by itself close a deficiency. ### How does Skedulo compare with fire inspection software like Inspect Point or BuildingReports? Use Skedulo to schedule inspectors, capture field records, and coordinate follow-up. Confirm the checklists, report formats, and external submissions your program needs, including any specialist reporting system and configured connection. _Keep Exploring_ ## Explore related products, inspection programs, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Workflow](https://www.skedulo.com/platform/workflow/) - [Analytics](https://www.skedulo.com/product/analytics/) ### Inspection Programs - [Building, Property & Code Inspections](https://www.skedulo.com/industries/inspections-safety/building-property-code-inspections/) - [Environmental, Health & Safety](https://www.skedulo.com/industries/inspections-safety/environmental-health-safety/) - [Compliance Audits & Risk Assessments](https://www.skedulo.com/industries/inspections-safety/compliance-audits-risk-assessments/) ### Use Cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See Skedulo for fire inspection programs. We'll work through recurring inspections, inspector coverage and deficiency review with your team. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/manufacturing-light-industry/consumer-goods-packaging/" type: "page" title: "Line Staffing and Changeover Scheduling for Consumer Goods | Skedulo" description: "Staff packaging lines by role and skill, assign setup, cleaning and QA tasks before each changeover, and rebalance labor across lines when demand shifts." --- # Schedule line teams and changeover work. Coordinate line coverage, changeovers, QA tasks, and shift changes around real factory-floor demand. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![QC inspector examining bottle from line at bench](https://assets.skedulo.com/uploads/hub-heroes/consumer-goods-packaging-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## For the teams behind every production run. Demand can shift by the hour, while production, changeovers, QA checks and maintenance compete for time and skills. Line coverage, changeover assignments and mobile records give each team a useful view of the production shift. _Runs the operation_ ### Plant manager Review staffing and task coverage across lines when production demand changes. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor in a hi-vis vest checking a tablet at warehouse racking](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/consumer-goods-packaging/cgp-10-a.webp) _Plans the work_ ### Production planner Plan the people and time required for setup, cleaning and QA during a changeover. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Planner checking a schedule on a tablet beside a packing line](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/consumer-goods-packaging/cgp-03-a.webp) _Does the work_ ### Line operator View assigned changeover tasks and record checklist results at the line. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Operator scanning carton with handheld scanner on line](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/consumer-goods-packaging/cgp-07-a.webp) _How it runs_ ## Line coverage, changeovers and shift records. _[ 01 ]_ ### Production and support requirements A production plan, campaign change, QA task, or maintenance request becomes schedulable work. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: the Salesforce logo, status New, created in Salesforce Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly line audit, Account Northgate Plant, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Start date 2026-08-13T22:00:00Z, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Roles and prerequisites Roles, skills, shifts, and task prerequisites are reviewed. _Illustration: Skedulo roster check for Line 2, 1 - 7 Mar: five rules under their source, each with its threshold and an outcome pill. Manufacturing Award 2020 (MA000010) v2026.1: minimum rest between shifts 10h, maximum weekly hours 38h Warn, meal break Pass. Northgate scheduling policy v3: minimum staffing 2 operators on line and qualification current, forklift licence, both Pass. Under the rest rule a Why panel: Doug Lindqvist, Mon 3 afternoon to Tue 4 morning, rest gap 32h against 10h, Moved to open shifts, the rule now Pass. The foot reads Ready to publish - 5 rules checked in 38 ms, beside Publish roster_ _[ 03 ]_ ### Published shifts and tasks Shifts and tasks are published. _Illustration: Skedulo worker matching panel: an open Line Operator shift on Tue 4 Mar, 2pm to 10pm, Line 2 at Northgate Plant, as a dashed draft card with an empty assignee slot, and under it four candidates - Doug Lindqvist, Shift Supervisor, and Bridget Hanley, Gloria Benitez and Carol Ng, Line Operators - each with hours booked and four checks: Available, Skills, Qualifications, Agreement. Ticks and crosses resolve with a reason - no Line 2 operator sign-off, 8h rest after a night, already on the morning - Carol passes all four, Allocate is pressed and she is notified_ _[ 04 ]_ ### Mobile task records Workers follow mobile tasks and record checklist results, notes, and photos. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of the quarterly line audit at Northgate Plant, JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August_ _[ 05 ]_ ### Staffing and task changes Supervisors review changed requirements and revise staff or task assignments, with help from Tempo. _Illustration: Skedulo change request queue for Line 2, 1 - 7 Mar: three requests in four columns - who, change, policy, action. Doug Lindqvist, Reassign by Jen Alvarez, Mon 3 6am - 2pm to 2pm - 10pm, Warn +$46 OT - 38h, Request approval; Gloria Benitez, Swap with Carol Ng, Tue 4 morning for the afternoon, Pass, Approved; Carol Ng, Cover, unavailable, Wed 5 6am - 2pm to the eligible pool, Pass, Approved. The foot is a green line: 2 approved, Gloria and Carol notified, checked against the Manufacturing Award and the Northgate policy_ _[ 06 ]_ ### Connected production records Configured integrations share completion records with operations, quality, and reporting systems. _Illustration: Skedulo reconciliation of the completed jobs for Wed 13 Aug, checked Thu 14 Aug, 6:15 AM, 64 jobs: a grid of jobs against the Salesforce, Workday and Finance logos. JOB-4803 Quarterly line audit, JOB-4816 Line 2 changeover supervision and JOB-4821 Extruder watch tick green in all three; JOB-4837, new guarding on assembly cell 3, is flagged amber - work order 00012298 is still In Progress in Salesforce - and the foot reads 63 of 64 jobs in step. The pointer presses Resend: the flag turns green, Resent: work order 00012298 is Completed, and 64 of 64 jobs in step._ _Tempo_ ## Review line coverage with Tempo. Compare staff and task assignments with Tempo alongside supervisors. Connected production records and enabled actions determine what it can help prepare. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a demand spike at Northgate Plant: a retailer pulls its promotion forward, so Line 4 must run 2,400 cases of the variety pack tonight, and no one on the night crew is certified to change over the cartoner. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the revised plan, cartoner certifications and the staffing policy, and the context panel opens on Line 4's night and the order. Tempo picks Bridget Hanley, certified and rested, over Carol on four hours' rest, offers her the shift, adds her to the crew and books the start-up check._ _Keep every line ready for the next run_ ## Plan the shift and its changeovers. Schedule roles and assign changeover work. Capture checklist results and record follow-up for the quality team. ### Changing production demand Rebalance labor and tasks across lines when demand shifts. _Illustration: Skedulo roster change card headed Move Doug Lindqvist, Mon 3: his morning shift (6am - 2pm, dashed) moving to the afternoon (2pm - 10pm), an arrow between. Under it the impact, evaluated before confirming, in three blocks: Cost +$46, 2h overtime at 1.5x; Policy, min rest 10h is 16h, Pass in green, and max weekly 38h would be 40h, Warn in amber, the block turning amber; Approval routes to Jen Alvarez, Scheduling Manager. Then Cancel and a primary button that re-labels from Confirm to Request approval_ ### Line and role coverage Plan coverage by line, role, shift, and recorded availability. _Illustration: Skedulo shift scheduling cover request beside a slice of the roster: Carol Ng cannot work Wed 5 (unavailable - family), her 6am - 2pm morning shift on Line 2; under it two who can cover - Gloria Benitez with a green tick (available, rest 16h OK) and Doug Lindqvist with an amber warning (would hit 38h max) - the Manufacturing Award line checked, then Decline and Approve; on the slice, Wed 5 tagged Needs cover, the morning shift slides from Carol's cell down to Gloria's, and the card foot turns green: Confirmed, Carol notified_ ### Changeover assignments Assign setup, cleaning, and QA tasks with a clear owner and deadline before the next run begins. _Illustration: A Skedulo crew card, Operators on #4809, 3 of 4: Aaron Feldman as the shift crew leader, dispatched, and under Members, Andre Bassett, dispatched, and Brooke Feeney, confirmed, each with their photo and status_ ### QA records Record checklist results, timestamps, and findings during production and changeovers. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Assignment support from Tempo Review assignment options with Tempo before the supervisor confirms the plan. _Illustration: A diagram on a soft blue card. A blue-edged box, Secure Agent Environment, with a lock on its top edge, holds Tempo's mark wired to what it works from: Context, Memory and Tools. Below it two small cards point up into the box with arrows: Rules, licensed for the job type and no overtime without approval; and Approval, Reassign JOB-4841, approved by Mark Doherty._ ## How customers put Skedulo to work. ### 86% — Increase in scheduling and dispatch efficiency > “We're able to make sound business decisions that better all parties involved...” > > — [AWP Safety](https://www.skedulo.com/customers/area-wide-protective/) ### 90% — Reduction in paper-based work > “For managers, daily dashboards give a helicopter view of what we have scheduled and...” > > — [Mainmark](https://www.skedulo.com/customers/mainmark/) ### 31% — Reduction in instructor underutilization > “Skedulo worked with us to create a customized solution that is truly plug-and-play...” > > — [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) ## Frequently Asked Questions ### How do you staff a packaging line changeover? Record the setup, cleaning, and checks specified by your production process, then assign owners and target times. Review submitted task records before the responsible team authorizes the next run. ### Can Skedulo schedule packaging line coverage? Yes. Plan by line, role, recorded skills, shift, and availability. When production requirements change, supervisors can review suitable staff and existing assignments before reallocating work. ### Can Skedulo support changeover tasks? Yes. Setup, cleaning and QA tasks are assigned with an owner and deadline ahead of each changeover window. Supervisors can see whether the tasks are done before the next run starts. ### Can Skedulo capture QA checklist records? Yes. Record checklist results, notes, photos, and findings on mobile. Configure follow-up tasks under your quality process; the quality team reviews the evidence and decides the required action. ### Can Skedulo integrate with ERP, MES, and quality systems? Yes. Integrations and APIs connect Skedulo with ERP, MES and quality systems, so production plans can create schedulable work and completion records can flow back. What's shared and when depends on the integration you configure. _Related Products_ ## Explore tools for plant and quality teams. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Manufacturing & Light Industry - [Food & Beverage Manufacturing](https://www.skedulo.com/industries/manufacturing-light-industry/food-beverage-manufacturing/) - [Industrial & Equipment Manufacturing](https://www.skedulo.com/industries/manufacturing-light-industry/industrial-equipment-manufacturing/) - [Plant Maintenance & Quality Operations](https://www.skedulo.com/industries/manufacturing-light-industry/plant-maintenance-quality-operations/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for production and packaging teams. We'll explore line staffing, changeover tasks and the records your operation needs. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) --- --- url: "https://www.skedulo.com/industries/manufacturing-light-industry/food-beverage-manufacturing/" type: "page" title: "Food Manufacturing Shift and Sanitation Scheduling | Skedulo" description: "Staff certified roles on every food production shift, give sanitation and pre-op checks an owner, and record QA results with photos and timestamps." --- # Schedule production teams and sanitation work. Plan skilled line roles alongside sanitation, QA, and maintenance work. Give each task an owner and record its progress through the shift. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Line lead inspecting sealed pouches at checkweigher](https://assets.skedulo.com/uploads/hub-heroes/food-beverage-manufacturing-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## For the teams behind every production shift. A line can look staffed while a sanitation task has no owner or a required pre-op check is still open. Line staffing, task assignments and field records support plant managers, planners and operators throughout the shift. _Runs the operation_ ### Plant manager Review line roles alongside sanitation, QA and maintenance assignments. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor reviewing a checklist beside a filling line](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-08-b.webp) _Plans the work_ ### Production planner Assess a technician's existing commitments before assigning maintenance support. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Planner reviewing a batch schedule on a tablet with a colleague](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/food-beverage-manufacturing/fbm-08-a.webp) _Does the work_ ### Process operator Record checks, readings and observations in Mobile at the point of work. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Operator recording tank temperature reading on tablet](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/food-beverage-manufacturing/fbm-03-a.webp) _How it runs_ ## Production staffing through to recorded shift work. _[ 01 ]_ ### Production and support requirements A production plan, QA task, sanitation routine, or maintenance request becomes schedulable work. _Illustration: Skedulo job JOB-4803, Quarterly line audit, its details arriving from Salesforce a group at a time, each row marked with the Salesforce logo: Customer Northgate Plant, Contact Helen Pryor, Location 1160 Pioneer Way, Denver, Urgency Normal (Medium in Salesforce), Job type Inspection, Start Wed 13 Aug, 4:00 PM (22:00 UTC), Duration 2 hours, Status Pending allocation (New in Salesforce). A green box closes it: Created from work order 00012345, Mon 11 Aug, 9:12 AM, in real time._ _[ 02 ]_ ### Skills and workforce rules Skills, certifications, labor rules, line assignment, and prerequisites are reviewed. _Illustration: Skedulo roster check for Line 2, 1 - 7 Mar: five rules under their source, each with its threshold and an outcome pill. Manufacturing Award 2020 (MA000010) v2026.1: minimum rest between shifts 10h, maximum weekly hours 38h Warn, meal break Pass. Northgate scheduling policy v3: minimum staffing 2 operators on line and qualification current, forklift licence, both Pass. Under the rest rule a Why panel: Doug Lindqvist, Mon 3 afternoon to Tue 4 morning, rest gap 32h against 10h, Moved to open shifts, the rule now Pass. The foot reads Ready to publish - 5 rules checked in 38 ms, beside Publish roster_ _[ 03 ]_ ### Shifts and task assignments Shifts, tasks, and support work are assigned. _Illustration: The Skedulo roster panel after publish: 1 - 28 Mar 2026, Northgate Plant, Line 2, marked Published with a green pill; the week strip solid, Sat 1 filled, Mon 3 cleared, Fri 7 covered; under it the notices sent on the same three days, each with a green tick - two morning shifts filled, double-booking resolved, cover for Gloria confirmed - then 19 people notified, and a Change log button where Publish stood_ _[ 04 ]_ ### Mobile checks and records Workers follow mobile task lists and record checklist results, notes, and photos. _Illustration: Skedulo mobile job completion page on an iPhone for the quarterly line audit at Northgate Plant, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the audit raised, JOB-4871 for Aaron Feldman, and site contact Helen Pryor's signature lands. Complete job turns from grey to green, is pressed, and becomes a green notice: the job was completed at 5:21pm_ _[ 05 ]_ ### Reassignment and follow-up Supervisors review open work and adjust assignments or arrange follow-up. Tempo can help with the coordination. _Illustration: A Skedulo workflow canvas for Failed check follow-up, in draft, built a step at a time: Site checklist submitted, then the rule Any check failed. On Then, Request approval from Wade Brennan and Create follow-up, Replace isolator; on Else, Complete the job and Update work order, its tile the Salesforce logo. Each card lands with the line into it_ _[ 06 ]_ ### Connected completion records Configured integrations share forms, time, notes, and outcomes with connected systems and reporting. _Illustration: Skedulo timesheet console for Line 2, 1 to 7 Mar, approver Jen Alvarez: Hours worked 800h against 792h scheduled, Exceptions 0, all clear, Pending 0, all approved; five timesheets with scheduled and worked hours side by side - Carol Ng 40h, Gloria Benitez 32h, Kevin Maszaros 30h scheduled and 30.3h worked, Doug Lindqvist 28h, Bridget Hanley 24h - every row Approved; Kevin's flag reads 0.3h OT approved by Jen Alvarez, Doug's Matched to shift, auto-resolved; the foot reads Sent to payroll, 800 h, $64,020 beside a green Approved button_ _Tempo_ ## Review plant coverage with Tempo. Compare staffing options and prepare task follow-up with Tempo, using the production records, actions and approvals enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering a sanitation sick call at Northgate Plant: Andres Pinto calls in sick, leaving three of the four trained people Line 3's allergen clean needs as it changes from almond bars to oat bars, and Batch 2216 is on hold until a tree nut swab passes. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the sick call, sanitation training and the changeover, and the context panel opens on who is off and the clean. Tempo picks Gus Halvorsen, trained and rested, offers him the shift by text, adds him to the crew and confirms the 4:45 AM swab._ _Keep production-ready work visible_ ## Line roles and required work in the same plan. Allocate staff, assign sanitation work, and record checks on mobile. Review maintenance requests alongside existing line assignments. ### Qualified line coverage Match skilled and certified workers to open roles. _Illustration: A Skedulo shift drawer's Requirements, open: Kevin Maszaros, Fitter, 24h of 30h booked, on the shift, with Fitter trade certificate and First Aid certificate checked, and Forklift licence left unchecked - renewal due before this shift_ ### Sanitation assignments Assign sanitation tasks with a clear deadline. _Illustration: Skedulo web messaging card, New message: Glo is typed into To and Gloria Benitez, Senior Technician, comes up as the match; she is picked and lands in To as a chip, the conversation opens on This is the beginning of your direct message history with @Gloria Benitez, and Mark Doherty's first line is typed and sent at 9:07 AM: Can you take Line 2 sanitation by 10pm?_ ### Mobile QA records Record checklist results, photos, and timestamps on mobile, with updates shared as they sync. _Illustration: Skedulo mobile check form card: Line 2 pre-op clean signed off is ticked, then the cooling room temperature is typed in at 64°F against an acceptable range of 52°F to 58°F and marked High in rose, and a dashed section opens under it - Likely cause, chosen as Door seal not closing, and a Gauge photo field that takes its requirement: its empty tile turns rose and reads Required to complete_ ### Maintenance support Match technicians while reviewing the effect on coverage elsewhere first. _Illustration: A Skedulo cover request card for Line 2: Carol Ng cannot work Wed 5 (unavailable - family), her 6am - 2pm morning shift; under it two who can cover - Gloria Benitez with a green tick (available, rest 16h OK) and Doug Lindqvist with an amber warning (would hit 38h max) - the Manufacturing Award line checked, then Approve is pressed and the foot turns green: Confirmed, Carol notified_ ### Assignment support from Tempo Review a coverage or task recommendation before approving it. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ## Move from paper-based scheduling to a live operating view. - **Before** - Scheduling and completed-work data lived across paper, spreadsheets, and whiteboards. - No shared view of what was scheduled or how work was progressing. - **With Skedulo** - Scheduling and daily work move through one connected, digital process. - Managers get a daily dashboard of what's scheduled and in progress. - **Outcome** - 90% digital, up from 100% paper-based. - Managers compare performance against targets in real time. > For managers, daily dashboards give a helicopter view of what we have scheduled and how we're performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful… We've gone from 100% paper-based to 90% digital. > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark - **90%** — digital workflows, up from paper-based [Read Story](https://www.skedulo.com/customers/mainmark/) ## Frequently Asked Questions ### How do food plants keep sanitation from being skipped when lines are busy? Record the sanitation tasks defined by your process, assign owners and times, and review submitted completion records. Your production and food-safety teams confirm whether the required work is acceptable and when the line can run. ### Can Skedulo schedule food manufacturing shifts? Yes. Schedule by recorded skills, qualifications, configured workforce rules, and line requirements. Supervisors review existing assignments before reallocating staff. ### Can Skedulo support sanitation and quality checklists? Yes. Record checklist results, photos, and timestamps on mobile. Set up the review and corrective-action process your quality team requires; a submitted form is not authorization to release a line or product. ### Can Skedulo coordinate maintenance support without breaking line coverage? Review the technician's recorded skills and availability, then check their existing assignments before confirming support. Tempo can help with this review using available records; supervisors assess operational consequences. ### Can Skedulo integrate with ERP, CMMS, HRIS, and quality systems? Yes. Integrations and APIs connect Skedulo with ERP, CMMS, HRIS and quality systems to share forms, time, notes and outcomes. What's shared and when depends on the integration you configure. _Related Products_ ## Explore tools for plant and quality teams. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Manufacturing & Light Industry - [Industrial & Equipment Manufacturing](https://www.skedulo.com/industries/manufacturing-light-industry/industrial-equipment-manufacturing/) - [Consumer Goods & Packaging](https://www.skedulo.com/industries/manufacturing-light-industry/consumer-goods-packaging/) - [Plant Maintenance & Quality Operations](https://www.skedulo.com/industries/manufacturing-light-industry/plant-maintenance-quality-operations/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for food and beverage operations. We'll explore line staffing, sanitation assignments and quality follow-up around your production process. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) --- --- url: "https://www.skedulo.com/industries/manufacturing-light-industry/industrial-equipment-manufacturing/" type: "page" title: "Industrial Equipment Field Service Management | Skedulo" description: "Schedule specialists across production, commissioning and customer-site service by certification and equipment knowledge, with asset notes on mobile." --- # Schedule specialists across the plant and field. Coordinate skilled production teams, quality work, commissioning, and field service around changing build priorities. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Apprentice deburring machined part at workbench](https://assets.skedulo.com/uploads/hub-heroes/industrial-equipment-manufacturing-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## For the teams behind every build. Production, quality, commissioning and field service all compete for the same scarce specialists. Specialist availability and equipment records support planning across production, maintenance and customer-site work. _Runs the operation_ ### Operations manager Review plant coverage and customer-site commitments before reallocating specialists. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Shift supervisor walking line with tablet, gesturing to operator](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/industrial-equipment-manufacturing/iem-10-a.webp) _Plans the work_ ### Production planner Match equipment knowledge and qualifications to work on the floor or in the field. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Production planner reviewing job queue on tablet on factory floor](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/industrial-equipment-manufacturing/iem-03-a.webp) _Does the work_ ### Maintenance technician Review available equipment history and job scope before recording work in Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Senior tech guiding apprentice through de-energized control cabinet inspection](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-03-b.webp) _How it runs_ ## Specialist assignments from request to service record. _[ 01 ]_ ### Plant and field requests Production support, maintenance, quality, commissioning, or field-service needs become schedulable work. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: the Salesforce logo, status New, created in Salesforce Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly line audit, Account Northgate Plant, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Start date 2026-08-13T22:00:00Z, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Equipment knowledge and qualifications Match by equipment knowledge, certification, shift, and availability. _Illustration: Skedulo scheduling for JOB-4803, the quarterly line audit, Wed 13 Aug, 4:00 - 6:00 PM, Pending allocation. Needs: Lockout tagout, 4:00 - 6:00 PM, Denver Metro. Who can do it: Gloria Benitez, Senior Technician, best match, ticked for Lockout tagout, Free from 3:30 PM, 27 min away and Denver Metro; Doug Lindqvist busy until 4:15 PM; Aaron Feldman busy until 4:30 PM. The pointer presses Assign Gloria: the button turns to Assigned, her card takes the selection ring, the status becomes Pending dispatch, assigned by Mark Doherty, Tue 12 Aug, 2:40 PM._ _[ 03 ]_ ### Specialist and crew allocation A specialist, team, or task is scheduled. _Illustration: A Skedulo crew card for Job #4809, Dispatched: the team CO-JT03, Jointer, dispatched, and under it Aaron Feldman as the shift crew leader with 2 members_ _[ 04 ]_ ### Work details on Mobile Workers follow the mobile job scope and record checklist results, photos, and parts notes. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report with the technician's update already in its Mobile AI box - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Each phrase lights in turn and fills its own field in the form that is already there: test pressure 62 PSI, in range, then the strainer item on the checklist, then Helen Pryor as signed off by, each with a small AI mark, while the count runs to 3 fields filled_ _[ 05 ]_ ### Reassignment review Supervisors review affected work and revise assignments, with help from Tempo. _Illustration: Skedulo Tempo watching the schedule for Mark Doherty from 1:16 to 1:26 PM. In the Issues list, Needs you reads Nothing needs you right now. Tempo is already on the rain over rooftop JOB-4870, and takes on each change as it comes in: an unanswered offer on JOB-4855, an urgent walk-in cooler down at Harvest Table, Hoa Pham double-booked around JOB-4858. Hector Salinas accepts JOB-4855 and that row turns done. At 1:26 PM Doug Lindqvist calls out and JOB-4841 lands in Needs you, 1h 4m to act; the foot reads 3 running, 1 needs you_ _[ 06 ]_ ### CMMS and ERP updates Configured integrations share time, notes, forms, and completion records with CMMS, ERP, and reporting systems. _Illustration: A Skedulo panel for the workflow Failed check follow-up, in draft: records and tools for three teams land in turn, each team's tool a beat after - Gloria Benitez in the field, the Site checklist with its isolator check, photo and notes, in the mobile app; Wade Brennan, supervisor, asset AST-1152 with its status, failed check and photo, on the asset page; Mark Doherty, dispatch, JOB-4871, Replace isolator, 2 hours, on the dispatch board. Then the one record trail: JOB-4803 to AST-1152 to JOB-4871_ _Tempo_ ## Review specialist capacity with Tempo. Compare assignments and explore changes with Tempo alongside supervisors. It uses the equipment and workforce records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a quality hold at Northgate Plant: ultrasonic testing finds lack of fusion in a weld on Summit Corp's 200-ton press frame, and the repair must pass a Certified Welding Inspector before paint and Thursday's factory acceptance test. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the nonconformance report, the welding inspectors and the build schedule, and the context panel opens on the frame's history and the test. Tempo picks Wen Zhao, certified and on second shift, books the re-inspection, tells Curtis Mensah and updates the hold._ _Skilled work aligned to production_ ## Plant and field work draw on the same expertise. Match recorded expertise to the work, share available equipment history on mobile, and assign quality follow-up. ### Skills and qualification matching Schedule work by certification, equipment knowledge, and availability. _Illustration: A Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each operator's day before adding one - and the rules under them, licensed for the job type and within 25 mi of home base ticked, allow overtime to close a gap left off_ ### Equipment history on Mobile Put equipment notes and history in the mobile job packet. _Illustration: Skedulo mobile Site assets page on an iPhone for JOB-4803 at 1160 Pioneer Way: 7 of 12 inspected, floors as tabs with their counts, Level 3's assets listed; the isolator AST-1152 is opened, a ring is drawn round the valve in its photo and labelled Isolator seized, Fail is tapped and the defect typed - does not latch in the off position - then Save returns to the list with the row marked FAIL and 8 of 12 inspected_ ### Production and maintenance windows Plan preventive work around agreed production windows and equipment access. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the customer signature line fills with Helen Pryor's signature, signed at 3:24 PM_ ### Quality follow-up Define workflows that turn failed checks into assigned corrective tasks for review. _Illustration: Skedulo workflow card, Failed check follow-up, running on JOB-4803: three steps light in turn, each tile blue as it runs and green when done, a wire filling between them - Status updated at 5:17 PM, asset AST-1152 set to Awaiting follow-up; Approval requested, waiting for Wade Brennan, then approved by him at 5:18 PM; Follow-up job created at 5:18 PM, JOB-4871, Replace isolator_ ### Assignment support from Tempo Work through assignment options with Tempo using your configured records and actions. _Illustration: A stack of Skedulo context cards on a soft blue card. The top card is Gloria Benitez, on Interstate 25 at Alameda Avenue: a street map with a red crash marker at the interchange and her photo pinned just south of it on the highway. Under the map: 2 impacted jobs, JOB-4821 and JOB-4803, and nearing overtime, 7h 34m of 8h._ ## Move work orders from paper to a real-time system. - **Before** - Work orders, job status, and completed work lived across paper, spreadsheets, and phone calls. - No real-time view of how many jobs were scheduled, in progress, or completed. - **With Skedulo** - Work orders are entered, dispatched, and tracked from one system, in real time. - Teams see job status, hours, and completion at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatching. - Customer and hours data available at a glance. > We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses of all those jobs throughout the day, in real time. So at any given point in the day, we know how many jobs we have scheduled, how many employees are working, what their status is, how many are completed, and we have access to all those hours and customer data at our fingertips. > > — Ashish Patel, Director of Strategic Initiatives, AWP - **86%** — scheduling and dispatching efficiency [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### What is industrial equipment field service management? Industrial equipment field service management schedules the technicians who install, commission, maintain and repair equipment, often at customer sites. It matches each job to a technician with the right certification and equipment knowledge, plans travel, gives the technician the job scope and asset history, and records what was done. ### Can Skedulo coordinate production, commissioning, and field service on one schedule? Yes. Shift-based plant coverage and mobile field jobs, such as commissioning or customer-site service, are planned from the same view. That matters when the same scarce specialists are needed on the floor and in the field, because supervisors can see what a reassignment affects. ### Can Skedulo schedule by skill and certification? Yes. Use recorded qualifications, equipment knowledge, availability, and location. Review replacement specialists and existing commitments when an assignment changes. Your team verifies the underlying records and suitability. ### Can Skedulo support equipment maintenance tasks? Yes. Preventive and corrective maintenance is scheduled around production coverage and equipment access. Technicians see site information, equipment notes and work history on mobile before they start, and record checklist results, photos and parts notes. ### How is Skedulo different from an enterprise field service suite? Coordinate plant shifts and customer-site work on shared workforce records. Our Pulse Platform supports additional equipment, service, and operational records and workflows, with configured connections to the systems that own contracts, parts, and other data. ### Can Skedulo integrate with CMMS and ERP systems? Yes. Integrations and APIs connect Skedulo with CMMS, ERP and reporting systems to share time, notes, forms and completion records. Skedulo's integrations page lists systems such as Salesforce and Microsoft Dynamics 365, and what's shared depends on the integration you configure. _Related Products_ ## Explore tools for plant and field teams. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Manufacturing & Light Industry - [Food & Beverage Manufacturing](https://www.skedulo.com/industries/manufacturing-light-industry/food-beverage-manufacturing/) - [Consumer Goods & Packaging](https://www.skedulo.com/industries/manufacturing-light-industry/consumer-goods-packaging/) - [Plant Maintenance & Quality Operations](https://www.skedulo.com/industries/manufacturing-light-industry/plant-maintenance-quality-operations/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo across the plant and field. We'll explore specialist scheduling, equipment records and the connections to your operational systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) --- --- url: "https://www.skedulo.com/industries/manufacturing-light-industry/plant-maintenance-quality-operations/" type: "page" title: "Plant Maintenance and Quality Task Scheduling | Skedulo" description: "Turn inspection findings and failed checks into scheduled work with an owner, fit preventive maintenance around production, and record evidence on mobile." --- # Schedule plant shifts, inspections, and repairs. Coordinate plant coverage and mobile work across assets, locations, skills, and changing priorities. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Maintenance technician taking a vibration reading on a pump motor and logging it on a tablet](https://assets.skedulo.com/uploads/hub-heroes/plant-maintenance-quality-operations-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## For the teams behind every work order. An inspection finding, failed check or overdue PM can sit unassigned while production keeps running. Maintenance schedules, assigned findings and mobile records connect the planner's work with activity on the plant floor. _Runs the operation_ ### Operations manager Review findings, assigned corrective work and outstanding completion records. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor arriving at a plant entrance with a hard hat](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/industrial-equipment-manufacturing/iem-07-a.webp) _Plans the work_ ### Maintenance planner Match qualified technicians to the maintenance windows agreed with production. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Maintenance planner updating schedule on tablet at planning board](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/plant-maintenance-quality-operations/pmq-07-a.webp) _Does the work_ ### Maintenance technician Record findings, readings and photos in Mobile while working at the equipment. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician adjusting filler nozzle during line pause](https://assets.skedulo.com/uploads/photo-library/manufacturing-light-industry/food-beverage-manufacturing/fbm-09-a.webp) _How it runs_ ## Maintenance findings, assignments and completion records. _[ 01 ]_ ### Maintenance and inspection requests A PM, repair, quality finding, audit issue, or EHS task becomes schedulable. _Illustration: A Skedulo panel testing version 8 of Failed check follow-up on both paths: Run tests is pressed; A check failed on JOB-4803 fills five step dots and passes, a follow-up job Replace isolator, 3 hours; Every check passed on JOB-4833 fills four and passes, the work order updated in Salesforce. Below, what changed since version 7: Post in #dispatch-day added, follow-up jobs 2 to 3 hours, Tell the dispatcher removed. Publish version 8 is pressed and the workflow reads Version 8, Published_ _[ 02 ]_ ### Skills and work requirements Skills, certifications, asset context, form, and production schedule are checked. _Illustration: Skedulo Form Builder properties for Asset identifier, a text component on page 3, Asset and equipment inspection: Required switches on, then Barcode scanning; the validation rule is Matches pattern AST-####. In the test well a short tag, AST-115, is typed and the rule answers in red - Enter a tag like AST-1152 - and the last digit clears it: Matches AST-####_ _[ 03 ]_ ### Technician allocation Assign a qualified owner and schedule the work around asset access and production needs. _Illustration: Skedulo roster builder for Line 2 at Northgate Plant, Sat 1 to Fri 7 Mar: three shift template cards - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day mini roster. The week builds day by day for Carol Ng, Line Operator, and Kevin Maszaros, Fitter, and the open lane's Sunday afternoon Line Operator cell sits dashed. Under it two paths: Allocate, Bridget Hanley with Available, Qualified and Award OK ticked, and Offer, Targeted 4 eligible, respond in 12 h, first to accept. Allocate fires: the cell goes solid with her initials and the panel reads Allocated_ _[ 04 ]_ ### Field evidence Workers record checklist results, photos, notes, readings, and signatures on mobile. _Illustration: Skedulo mobile job details on an iPhone with no signal: a dark strap under the blue app bar reads 2 changes waiting to sync, over the map of 1160 Pioneer Way, Denver. The quarterly line audit at Northgate Plant, JOB-4803, is in progress; under Tasks, Test emergency lighting (done at 4:12 PM) and Tag out isolator AST-1152 (done at 4:24 PM) are ticked and each marked PENDING, stored on the phone. The status bar reads 4:31 with the signal greyed out_ _[ 05 ]_ ### Corrective-action workflows Configured workflows create corrective-action tasks, reinspection requests, or escalations. _Illustration: Skedulo workflow canvas, close on a condition: a test run comes down from Site checklist submitted into Any check failed and takes Then, each white card running in blue then checked green - Set the asset status, Request approval from Wade Brennan, Repair approved, then Create a follow-up job at the edge - while the Else lane, Complete the inspection and Update the work order, goes quiet and fades_ _[ 06 ]_ ### Connected asset and quality records Configured integrations share completion records with CMMS, quality, EHS, ERP, and reporting systems. _Illustration: Skedulo integration activity for JOB-4803, Complete, completed Wed 13 Aug, 5:21 PM, results going out in turn. Skedulo to Salesforce, real time, 5:21 PM: work order 00012345 status Completed, with Completed 5:21 PM, Pass with Actions, Follow-up JOB-4871. Skedulo to Finance, real time, 5:22 PM: completed work sent for invoicing, 2 materials, on site 1h 18m. Skedulo to Workday, scheduled, 6:00 PM: approved hours for Gloria Benitez, 1h 47m, travel 27 min. Each moves from Sending to Synced, then 3 of 3 delivered._ _Tempo_ ## Review maintenance capacity with Tempo. Compare technician assignments and prepare follow-up with Tempo. It uses the production and asset records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo keeping preventive maintenance on schedule at Northgate Plant: Press 4's quarterly maintenance is due Friday with no window booked, and the press stamps brackets for Line 1 on both shifts. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the maintenance plan, the press's production plan and hydraulics training, and the context panel opens on the job and Press 4's Thursday. Tempo weighs three windows by run time lost and picks Thursday's die change; it books the press for 2:00 - 6:00 PM, assigns Kevin Maszaros and tells the shift supervisor._ _Turn plant findings into scheduled work_ ## Maintenance windows and open findings in view. Arrange technicians, capture findings on mobile, and assign corrective work for review. ### Preventive maintenance due dates See preventive maintenance windows before they're overdue. _Illustration: A Skedulo mobile card headed Inspected assets, one row per asset recorded on the visit, each arriving in turn with its count: AST-1163 on the ground floor riser N/A, AST-1152 in the level 3 plant space FAIL in solid rose, AST-1147 in the same plant space PASS in green - the conditions in one column on the right, the failed asset standing out without reading a word_ ### Quality findings and ownership Turn a failed check into a tracked issue with an owner. _Illustration: A Skedulo mobile readings card: the fridge compartment at 4.1°C, In range against an acceptable 2°C to 8°C, then the data logger's 24 hour maximum at 9.2°C, marked High in rose, and a notice under it: Reading outside range - record what you found and what you did; stock stays quarantined until cleared_ ### Technician qualifications Schedule by skill, certification, and availability. _Illustration: A Skedulo cover request card for Line 2: Carol Ng cannot work Wed 5 (unavailable - family), her 6am - 2pm morning shift; under it two who can cover - Gloria Benitez with a green tick (available, rest 16h OK) and Doug Lindqvist with an amber warning (would hit 38h max) - the Manufacturing Award line checked, then Approve is pressed and the foot turns green: Confirmed, Carol notified_ ### Mobile inspection records Record checklist results, photos, readings, and signatures. _Illustration: A small Skedulo card, the Mobile AI mark beside Service report. A technician holds the mic and her words come in as she speaks: pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Mobile AI then fills the report a phrase at a time, each phrase lighting as its field ticks green: test pressure 62 PSI, strainer refitted, sign-off Helen Pryor. The card reads 3 fields filled._ ### Assigned corrective work Define follow-up tasks with responsible staff and due dates under your review process. _Illustration: Skedulo mobile shift handover form card: Line 2 rounds at 9:30pm and the cell 3 guard sensor replaced are ticked done, Hydraulic oil low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ ## Give leaders the data to make sound decisions, fast. - **Before** - Job acceptance confirmation and completed-work paperwork both moved through paper, phone calls, and manual entry. - Job acceptance could take more than 6 hours to confirm, with timesheets and signatures processed separately afterward. - **With Skedulo** - Jobs are entered, dispatched, and confirmed from one connected system. - Status updates in real time as work is accepted and completed. - **Outcome** - 50% less time to confirm job acceptance. - Leaders make sound decisions from data captured at the point of work. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **50%** — less time to confirm job acceptance, as reported by AWP [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### Can Skedulo schedule preventive maintenance? Yes. Schedule maintenance using due dates, recorded qualifications, equipment access, and the windows agreed with production. Review technician availability before confirming the assignment. ### Can Skedulo support quality inspections and corrective actions? Yes. Workers record checklist results, photos, readings and signatures on mobile, and teams can set up workflows that turn failed checks and inspection findings into corrective tasks with an owner and due date. That keeps a record of what was found and what was done. ### How do you schedule maintenance without disrupting production? Agree equipment access and maintenance windows with production, then check suitable staff and existing commitments. Review urgent repairs with the responsible teams before changing the plan. Scheduling does not determine whether equipment is safe to operate. ### Can Skedulo schedule EHS inspections? Yes. Arrange inspectors using the safety team's requirements, recorded qualifications, and availability. Capture findings on mobile and configure the required review and corrective-action workflow. ### How does Skedulo work alongside a CMMS? The CMMS keeps the asset register, work order history and spare parts. Skedulo takes the maintenance, inspection and quality work that needs doing, matches it to a qualified person around production, and shares completion records back with CMMS, QMS, EHS and ERP systems through APIs and integrations. ### Can one maintenance job call for more than one technician? Yes. Plan the required roles and availability for work needing several people, such as a millwright and electrician. Review each role's qualifications and commitments before confirming the crew or a replacement. _Related Products_ ## Explore tools for plant and field teams. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Manufacturing & Light Industry - [Food & Beverage Manufacturing](https://www.skedulo.com/industries/manufacturing-light-industry/food-beverage-manufacturing/) - [Industrial & Equipment Manufacturing](https://www.skedulo.com/industries/manufacturing-light-industry/industrial-equipment-manufacturing/) - [Consumer Goods & Packaging](https://www.skedulo.com/industries/manufacturing-light-industry/consumer-goods-packaging/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for plant maintenance and quality. We'll work through technician planning, inspections and corrective actions alongside your plant systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) --- --- url: "https://www.skedulo.com/industries/public-sector/local-government-municipal-services/" type: "page" title: "Mobile Workforce Scheduling for Local Government | Skedulo" description: "Mobile workforce solutions for local government: route resident requests to the right team, schedule by district and role, and keep residents updated to done." --- # Resident requests connected to municipal field work. Match requests, appointments, inspections, and field work to the right municipal team, then keep residents updated through completion. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Street-maintenance officer logging kerb defect on tablet behind cones](https://assets.skedulo.com/uploads/hub-heroes/local-government-municipal-services-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## A resident request needs a scheduled service team. If a request stalls between the department and the field team, the resident ends up calling to ask where it stands. Configured updates keep residents informed as the work moves through those steps. _Runs the operation_ ### Municipal service manager Prioritize work by service type, SLA, location and urgency across departments. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person in a jacket holding a tablet on the steps of a civic building, a work truck at the curb](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-lgm-runs-20261009a.webp) _Plans the work_ ### Service scheduler Assign appointments and field work by role, district, availability and route. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk with a district map on the wall](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-lgm-plans-20261009a.webp) _Does the work_ ### Parks crew member Open forms, notes, photos and history in Skedulo Mobile for each visit. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Grounds crew member mowing while a crewmate trims a hedge, work truck at the curb](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-04-a.webp) _How it runs_ ## From resident request to completed service. _[ 01 ]_ ### Requests and program work A resident portal, call center, department case, inspection need, or program schedule creates work. _Illustration: Skedulo card on a pale blue well for a quarterly site inspection: Salesforce work order 00012345, New, becomes JOB-4803 in Skedulo, pending allocation, Mon 9:12 AM. The job is dispatched on Wednesday at 8:04 AM and the work order reads Scheduled; the job completes at 5:21 PM and the work order reads Completed, back in Salesforce._ _[ 02 ]_ ### Service priorities Use service type, urgency, location, staffing requirements, and travel to prioritize the work. _Illustration: The Skedulo web app on the Job activity dashboard. Region is set to North and Job type to Maintenance, both chips turning blue, and the dashboard narrows: 186 completed jobs, down 9%; on-time starts 84%; travel per job 43 minutes, up 15%; the weekly columns stepping down 52, 48, 45, 41. The last column is pressed and opens the week's slowest jobs by travel - 58, 54 and 52 minutes._ _[ 03 ]_ ### District and team assignments Appointments or field work are assigned by role, district, availability, and route. _Illustration: Skedulo map of north-east Denver, the North and Central regions tinted either side of I-70, a technician in each. Wade Brennan's afternoon in North is drawn on it: two numbered stops, each drive marked 9 and 7 minutes. Beside it a Regions card - North, Central and South in Denver with 4, 4 and 3 technicians at 2:14 PM MDT, and Kansas City, 6, an hour ahead - and Wade's afternoon: a furnace repair until 2:15 PM, a rooftop unit service at 2:30 and a thermostat install at 3:45._ _[ 04 ]_ ### Field records on Mobile Staff capture forms, photos, notes, signatures, and status in the field. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report with the update already in its Mobile AI box - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Each phrase lights in turn and fills its own field in the form: test pressure 62 PSI, in range, then the strainer item on the checklist, then Helen Pryor as signed off by, each with a small AI mark, while the count runs to 3 fields filled._ _[ 05 ]_ ### Resident and team updates Configure appointment and status updates for residents and internal teams. _Illustration: Skedulo web messaging thread on a pale blue well: Gloria Benitez at 9:06 AM - running about 40 minutes behind on job #4821, the parkway is banked up, can we shift the 2pm? - with 3 replies, the last at 9:44 AM; then Mark Doherty at 9:08 AM: updating the ETA and texting the customer now, Pioneer Health has been notified - and a green Schedule updated tag._ _[ 06 ]_ ### Connected service records Use integrations to share results with case, CRM, permitting, GIS, or document systems. _Illustration: Skedulo reconciliation of Wednesday's 64 completed jobs, checked Thu 14 Aug, 6:15 AM, against the Salesforce, Workday and Finance logos: JOB-4803, JOB-4816 and JOB-4821 tick green in all three; JOB-4837 is flagged amber - work order 00012298 still In Progress in Salesforce - and the foot reads 63 of 64 jobs in step. Resend is pressed: the flag turns green, work order 00012298 is Completed, and 64 of 64 jobs are in step._ _Tempo_ ## Review municipal service demand with Tempo. Compare assignments and prepare service updates with Tempo. Your agency sets priorities; its enabled records and actions determine how Tempo can assist. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a refuse truck breakdown for the City of Alder Creek: Truck 12's hydraulic hose bursts on S Vine St with 380 of Route 14's 1,140 homes still to collect, and 311 is taking missed-collection calls. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the fleet alert, the spare trucks and the drivers' routes, and the context panel opens on the truck's map and the route's day. Tempo picks Declan Moore, licensed and done early; it sends him in spare Truck 31, texts the 380 homes and books Truck 12 into the fleet shop._ _From resident request to completed service_ ## Appointments and district work in one service plan. Review assignments against resident requests, with field progress and configured messages linked to the work. ### Service demand and priorities Prioritize work by service type, SLA, location, and urgency. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules under them: licensed for the job type and within 25 miles of home base, ticked; allow overtime to close a gap, not ticked._ ### Team and district matching Match staff or crews by role, district, availability, and route. _Illustration: Skedulo best-match card for JOB-4821, Wed 13 Aug, 2:00 PM: Gloria Benitez ranked first with a 96 match on a pale green row - her service skill and EWP licence, a gap from 1:30 to 4:30, ten minutes added to her route, 1.9 miles from her last job, in region - then Doug Lindqvist at 81, crossing territory, and Bridget Hanley at 64, her shift ending 3:30 PM, with 11 rules and constraints checked and Assign Gloria at the foot._ ### Mobile job details and forms Put forms, notes, photos, and history on mobile. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the customer signature line fills with Helen Pryor's signature, signed at 3:24 PM._ ### Resident communications Configure appointment and status messages around the progress of the work. _Illustration: Skedulo mobile actions card for JOB-4821, a water changeover service: the site contact Helen Pryor, Facilities Manager, with call, text and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 without leaving the job._ ### Case-system updates Use integrations to share agreed results with the system of record. _Illustration: Skedulo card for JOB-4803, completed Wed at 5:21 PM, and its results going out with nothing to export: the job status to the Salesforce work order at 5:21 PM, the completed work to Finance at 5:22 PM, and Gloria Benitez's approved hours, 7.25, to Workday on Thursday at 8:30 AM - 3 sent, each ticking green in turn._ ## How a large-scale field operation put Skedulo to work. - **Paper and spreadsheets** — We had a huge amount of paper-based work, combined with Excel spreadsheets and information on whiteboards. - **One scheduled workflow** — Scheduling, mobile work, and completion records move through one connected, digital process. - **A live service view** — Managers get a daily view of scheduled and completed work instead of reconstructing it after the fact. > For managers, daily dashboards give a helicopter view of what we have scheduled and how we're performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful... We've gone from 100% paper-based to 90% digital. > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark - **90%** — Reduction in paper-based work [Read Story](https://www.skedulo.com/customers/mainmark/) ## Frequently Asked Questions ### What are mobile workforce solutions for local government? They are tools that schedule council and municipal field staff, send them the job on a phone, and record the outcome against the resident's request. A good one routes each request to the right department and team, keeps residents updated, and closes the record without re-keying. Skedulo covers scheduling, mobile work and updates, and connects to your case or CRM system through APIs and integrations. ### How can councils streamline field operations across departments? Give each request an owner and define the department handoffs. Plan visits by district, role, availability, and travel. Our Pulse Platform supports additional service records and workflows, with configured connections to your case systems. ### Can Skedulo schedule resident appointments and municipal field work together? Yes. Resident appointments and field work can be scheduled on one board by district, skill, availability and route. Staff complete forms, photos, notes and signatures on mobile, and the record updates when the work is done. ### What proof shows Skedulo can replace paper-based field processes? Mainmark, a privately owned ground engineering business running a large field operation across Australia and New Zealand, went from 100% paper-based to 90% digital with Skedulo. Managers now use daily dashboards to see what is scheduled and how the business is performing against targets. ### Does Skedulo replace our 311, CRM or case management system? No. Your 311, CRM or case system stays the place where residents log requests and cases are recorded. Skedulo takes the request once it needs a visit, schedules and routes the team, guides the field work, and shares results and status back through APIs and integrations. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Public Sector Programs - [Permitting, Licensing & Field Inspections](https://www.skedulo.com/industries/public-sector/permitting-licensing-field-inspections/) - [Public Works & Utilities](https://www.skedulo.com/industries/public-sector/public-works-utilities/) - [Public Safety & Emergency Services](https://www.skedulo.com/industries/public-sector/public-safety-emergency-services/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for municipal service teams. We'll explore resident appointments, district work and the connections to your service systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Public Sector](https://www.skedulo.com/industries/public-sector/) --- --- url: "https://www.skedulo.com/industries/public-sector/permitting-licensing-field-inspections/" type: "page" title: "Field Inspector Scheduling for Permitting Agencies | Skedulo" description: "Fewer status calls from applicants. Schedule permit and license inspections by inspector credential and district, capture results on mobile, and send updates." --- # Coordinate permit inspections and applicant follow-up. Connect appointments, mobile forms, applicant updates, corrections, and reinspections in one workflow. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Inspector logging stormwater trench depth on tablet, trench behind mesh barrier](https://assets.skedulo.com/uploads/hub-heroes/permitting-licensing-field-inspections-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Inspection findings and applicant actions belong in the case. A completed visit may still need corrections, documents or a reinspection. Those findings link to the applicant's next step, with updates sent through your agency's process. _Runs the operation_ ### Permitting manager See what's waiting on an appointment, an inspection or the applicant. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop at a desk behind a public service counter](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-plf-runs-20261009a.webp) _Plans the work_ ### Appointment scheduler Match inspectors by recorded skills, district, availability and the applicant's appointment window. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a desk phone at a computer](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-plf-plans-20261009a.webp) _Does the work_ ### Field inspector Complete your forms and capture photos, findings and signatures in Skedulo Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker checking an exit door push bar in a back-of-house corridor](https://assets.skedulo.com/uploads/photo-library/security-facilities/fire-life-safety-building-systems/fls-04-a.webp) _How it runs_ ## From application to field result. _[ 01 ]_ ### Applications and inspection requests A permit, license, renewal, complaint, or inspection request creates work. _Illustration: Skedulo card for the Salesforce integration on a pale blue well: the Salesforce logo, Connected, 4 data flows. Work order 00012345, a quarterly site inspection, comes in from Salesforce in real time and becomes JOB-4803 in Skedulo, pending allocation: 1 synced in 0.8 seconds, Mon 11 Aug. Then the way back: JOB-4803 is complete at 5:21 PM and the work order reads Completed in Salesforce._ _[ 02 ]_ ### Inspector appointments Match inspectors or staff using recorded skills, district, availability, and the applicant's appointment window. _Illustration: Skedulo booking grid on a pale blue well for one job, 1h 30m with 4 inspectors: a week of two-hour windows from Mon 11 to Fri 15 Aug, each cell counting the inspectors who still have room - green, amber when one is left, grey when full - and Wed 13 Aug, 2:00 - 4:00 PM picked, with Offer to send it._ _[ 03 ]_ ### Mobile forms and evidence Staff complete configured mobile forms and capture photos, notes, findings, and signatures. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of a quarterly site inspection, JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August._ _[ 04 ]_ ### Findings and required actions Pass, fail, missing info, correction, or next step is recorded. _Illustration: A Skedulo mobile card on a pale blue well headed Inspected assets, one row per asset recorded on the visit, each arriving in turn with its count: AST-1163 on the ground floor riser N/A, AST-1152 in the level 3 plant space FAIL in solid rose, AST-1147 in the same plant space PASS in green._ _[ 05 ]_ ### Applicant communications Configure confirmations, reminders, result updates, and follow-up instructions around appointment and inspection status. _Illustration: Skedulo's workflow New booking follow-up, Active, running for JOB-4892 on a hatched ground: booked online, then Text the confirmation, Send pre-visit questions (5 questions by text), Wait until the day before and Text the reminder - each step checking off in turn as the run goes from Wed 8:46 AM to 5:00 PM, and the path reaching End._ _[ 06 ]_ ### Permitting-system updates Use integrations to share agreed status and result fields with permitting, licensing, case, or CRM systems. _Illustration: Skedulo integration activity for JOB-4803, Complete, Wed 13 Aug, 5:21 PM, results going out in turn: to Salesforce, work order 00012345 Completed, Pass with Actions, follow-up JOB-4871; to Finance, the completed work, 2 materials, 1h 18m on site; to Workday, the approved hours. Each moves from Sending to Synced, then 3 of 3 delivered._ _Tempo_ ## Review inspection capacity with Tempo. Compare inspector assignments and prepare appointment follow-up with Tempo, using the records and actions enabled by your agency. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo covering an inspector's sick call for Alder Creek Building Safety: Ajay Kulkarni is out with 8 inspections booked in District 3, one a footing that must pass before a contractor's 1:00 PM concrete pour. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the sick call, inspectors by district and the bookings, and the context panel opens on the district's day and the time to the pour. Tempo picks Adaeze Mensah, certified for building and free at 11:00 AM; it assigns her the footing, texts the contractor and shares out the other seven._ _From application to field result_ ## Inspector schedules with application status in view. Appointment requirements, field findings and applicant actions inform the work awaiting assignment or review. ### Outstanding applications See what is waiting on appointment, inspection, or applicant action. _Illustration: Skedulo Tempo's queue of issues sorted by state on a pale blue panel. In progress: Doug Lindqvist called out, JOB-4841 open while Tempo works it - gather context, 3 sources; compare technicians, Gloria Benitez fits; prepare the change, reassign to Gloria - ready for your review; an urgent job below it. Waiting for a response: JOB-4855 offered to Hector Salinas._ ### Inspector and appointment matching Match inspector or staff, location, service type, and appointment window. _Illustration: Skedulo Tempo's options for covering a visit on a pale blue panel, first ranked by earliest arrival: Bridget Hanley at 2:30 PM with 30 minutes of overtime, Gloria Benitez at 3:45 PM and 6 minutes away, Aaron Feldman at 5:22 PM. The coordinator says what matters - keep Dana's window, then least travel - and Tempo re-ranks: Gloria first, picked for the least travel, Bridget second, and Aaron, who misses Dana's window, last._ ### Field details and forms Put forms, notes, photos, and requirements in the field packet for the assigned inspector. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field whose empty tile turns rose and reads Required to submit._ ### Corrections and reinspection Configure results to trigger corrections, required reinspections, or document requests under your agency's rules. _Illustration: Small Skedulo automation builder card, Failed check follow-up, Draft: of three trigger kinds - Record change, Time and Recurring - Record change is picked, the trigger Site checklist submitted lands, and its edge draws down to the condition it checks, Any check failed, then: create a follow-up job. The card turns Active and a first run checks green._ ### Status messages and record updates Use configured messages and integrations to share appointment status, findings, and next steps. _Illustration: Skedulo workflow run history for Run 214 on JOB-4803: its record lands line by line, each checked green - a check failed on the isolator, Wade Brennan approved, JOB-4871 created to replace the isolator - and the run reads Succeeded._ ## How a large-scale field operation put Skedulo to work. - **Paper and spreadsheets** — We had a huge amount of paper-based work, combined with Excel spreadsheets and information on whiteboards. - **One scheduled workflow** — Scheduling, mobile forms, and field records move through one connected, digital process. - **A digital field record** — Managers get a live view of scheduled and completed work instead of reconstructing it after the fact. > For managers, daily dashboards give a helicopter view of what we have scheduled and how we're performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful... We've gone from 100% paper-based to 90% digital. > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark - **90%** — Reduction in paper-based work [Read Story](https://www.skedulo.com/customers/mainmark/) ## Frequently Asked Questions ### How do permitting agencies cut inspection wait times for applicants? They match each request to the next available qualified inspector in the right district, and they plan routes so each inspector completes more visits per day. They also tell applicants where things stand without a phone call. Skedulo handles the matching, routing and configured applicant updates, then passes results to your permitting system. ### Can Skedulo schedule permit inspections and licensing visits? Yes. Schedule by service type, district, recorded skills, availability, and the applicant's window. Review outstanding visits and arrange new dates when needed, with configured applicant updates. ### Can Skedulo send applicants reminders and inspection results? Yes, by text, once your agency configures it. Confirmation, reminder, result and follow-up SMS can be triggered by appointment and inspection status, using your agency's recipient and workflow rules. ### What happens after a failed permit inspection? Teams can set up automations so a failed inspection creates the correction, reinspection or document request with a due date, and a configured text can let the applicant know. The result is recorded in Skedulo and shared with your permitting system through APIs and integrations. ### How does Skedulo work with Accela or Tyler inspections? Agree which application, appointment, and result fields should be exchanged with your permitting system. Confirm API access and integration requirements during solution design; naming a system does not imply a ready-made connector. Official decisions remain with your agency's process. ### Can inspectors result inspections from a basement or rural site with no coverage? Inspectors can keep updating the inspection job and adding notes offline, since actions documented to work offline are saved on the device and sync when the connection returns. The official result reaches your permitting system after that sync, through the integration you've configured. Some extensions and connected actions still need a connection, so test the inspection forms you rely on. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Public Sector Programs - [Public Works & Utilities](https://www.skedulo.com/industries/public-sector/public-works-utilities/) - [Local Government & Municipal Services](https://www.skedulo.com/industries/public-sector/local-government-municipal-services/) - [Public Safety & Emergency Services](https://www.skedulo.com/industries/public-sector/public-safety-emergency-services/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for permitting inspections. We'll explore inspector scheduling, applicant updates and the connection to your permitting or licensing system. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Public Sector](https://www.skedulo.com/industries/public-sector/) --- --- url: "https://www.skedulo.com/industries/public-sector/public-safety-emergency-services/" type: "page" title: "Staff & Volunteer Scheduling for Public Safety | Skedulo" description: "Fill standby and support shifts with people who hold the right credentials. Assign readiness checks on mobile, rebalance rosters fast, and report readiness." --- # Schedule public safety support teams. Coordinate support shifts, recorded credentials, readiness checks, and staffing changes so teams have the preparation and assignment details they need. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Crew member checking chainsaw chain tension at ute tailgate, brake on](https://assets.skedulo.com/uploads/hub-heroes/public-safety-emergency-services-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Qualifications and readiness checks inform the roster. Emergency dispatch stays in your designated systems. Support teams still need recorded credentials, readiness checks and current assignments before a shift starts. _Runs the operation_ ### Readiness program manager See coverage, open tasks, overdue items and completed readiness work. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person in a uniform shirt holding a tablet beside a vehicle in a station bay](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-pse-runs-20261009a.webp) _Plans the work_ ### Roster supervisor Review recorded roles, credential dates and outstanding checks against staff availability. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk in a station office](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-pse-plans-20261009a.webp) _Does the work_ ### Support staff Receive assignment, location, time and task details, with changes sent to your phone. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Person in a navy work uniform checking a phone while restocking supplies at the back of an ambulance](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-pse-does-20261009b.webp) _How it runs_ ## Support staffing and readiness records. _[ 01 ]_ ### Program and standby requirements A program schedule, standby requirement, inspection, training, or readiness task creates work. _Illustration: Skedulo Tempo looking ahead at 4:30 PM to next week, 18 - 22 Aug: next week looks steady until Friday. Coverage lands a day at a time - Monday 100%, Tuesday 96%, Wednesday 100%, Thursday 98% - then Friday at 78%, flagged 2 short. Three things to plan for: Friday 22 Aug is 2 technicians short with Bridget Hanley and Hoa Pham on leave, Plan cover; Doug Lindqvist's refrigerant handling expires Tue 19 Aug, Book renewal; 4 jobs waiting for allocation from Mon 18 Aug, Allocate._ _[ 02 ]_ ### Role and qualification matching Match staff using recorded roles, credentials, training, availability, shift windows, and location. _Illustration: Skedulo worker matching for an open Patrol Officer shift on Tue 4 Mar, 2pm - 10pm at North Gate - Dockside, a dashed draft card with an empty assignee slot. Under it four candidates, each with hours booked and four checks - available, skills, clearance and the Security Services Award: Doug Lindqvist, a concierge, misses the post's skill; Bridget Hanley needs 10 hours' rest after a night; Gloria Benitez is already on that morning; Carol Ng passes all four, is allocated and notified._ _[ 03 ]_ ### Confirmed assignments Staff receive assignment, location, time, task details, and changes. _Illustration: Skedulo web messaging card on a pale blue well for a group message titled Mark Doherty, Gloria Benitez, Odette Ferreira beside their three photos: Mark asks Gloria, Odette - all set for Pioneer Health at 2:40?, Odette answers Yes. Helen will meet Gloria at the dock., and Gloria replies Thanks - I'll message when I'm 15 minutes out._ _[ 04 ]_ ### Readiness checks on Mobile Teams complete configured mobile forms and checklists, capture photos and notes, and update task status. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a job opening on a map of the site, a pin on 1160 Pioneer Way, Denver, then in progress with its forms and tasks; the service report slides in on step 2 of 3, Tests and readings - pressure test and flow rate already ticked, the strainer and isolation valves tick in turn, and the supply water temperature is recorded at 44 F, in range._ _[ 05 ]_ ### Staffing changes Supervisors rebalance schedules and notify teams as conditions change. _Illustration: Skedulo web app, Messaging: a broadcast from Wade Brennan, Field Supervisor. Audience chips go in one at a time - North region watch and South region watch, then Harrison St depot and 2900 Larimer St - and the reach climbs to 38 people. Closure is picked, and the message: 2900 Larimer St is closed this afternoon after a power outage; report to the Harrison St depot; today's jobs there have moved to tomorrow. Broadcast sent: delivered to 38 people across 2 teams and 2 locations, read by 24._ _[ 06 ]_ ### Coverage and program status Leaders see coverage, open tasks, overdue items, completed work, and program status. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, on a hatched ground: Region, Job type and Last 4 weeks filters; four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and completed jobs by week, 306, 318, 311 and 313._ _Tempo_ ## Review support coverage with Tempo. Compare support assignments and prepare follow-up tasks with Tempo. It uses your enabled records and actions; emergency dispatch remains in your designated systems. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo closing a credential gap on a standby roster: Nathan Brody is rostered as aid station 2's Emergency Medical Technician at Saturday's Alder Creek half marathon, but his state certification expires Friday with no renewal on file. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the credential check, the reserve roster and the standby plan, and the context panel opens on Nathan's record and the aid station. Tempo picks Amira Ben Youssef, certified and rested; it offers her the slot, swaps her into the roster and asks Nathan for his renewal._ _Support from roster to readiness_ ## Manage support shifts and readiness tasks. Share assignment details, record checks on mobile, and review outstanding work with program leads. ### Support roster planning Match people using recorded roles, credentials, availability, shift windows, and location. _Illustration: Skedulo cover request beside a slice of the roster: Carol Ng can't work Wed 5, unavailable for family reasons, her 6am - 2pm shift at North Gate. Two who can cover - Gloria Benitez with a green tick, licensed, 16 hours' rest, and Doug Lindqvist with an amber warning, he would hit the 38-hour maximum - and the security award checked. On the slice the shift slides from Carol to Gloria, and the card turns green: Confirmed, Carol notified._ ### Assignment communications Communicate schedule, location, task details, and any last-minute changes. _Illustration: Skedulo job card for Job #4821, 26 minutes over: location 123 Birch St, window today 2:00 - 3:30 PM, officer Gloria Benitez; under it Mark Doherty at 9:08 AM - updating the ETA and texting the customer now, Pioneer Health has been notified - and a green Schedule updated tag._ ### Mobile forms and records Use mobile checklists, forms, notes, and photos. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start._ ### Revised staff assignments Rebalance staffing and notify teams when conditions change. _Illustration: Skedulo schedule card for Wed 13 Aug: Gloria Benitez's afternoon from 1 to 5:30 PM, and JOB-4821 on her lane turns rose, at risk. Tempo's recommendation lands under it - Gloria is running late to JOB-4821, move it to 2:30 PM - and the job slides to 2:30 PM; Mark Doherty approves and it settles there. Then Mastermind's result: tomorrow's routes optimized, cutting 51 minutes of travel each._ ### Readiness reporting Show coverage, open tasks, and overdue items. _Illustration: Analytics tile: 98% of the 100 required shifts covered this week, up 2 points, with one day drawn hour by hour from 6am to 6am - the staff needed as a dashed curve over the staff rostered as blue steps, the shortfall shaded amber - one afternoon running short until its open shift fills._ ## How a large-scale readiness operation put Skedulo to work. - **Disconnected rosters** — Instructor and volunteer availability lived across spreadsheets, email, and separate systems with no shared view. - **One credentialed roster** — Staff and volunteers are matched to programs by role, credential, and availability, in real time. - **Better utilization** — Leaders see instructor utilization and scheduling speed instead of reconstructing it by hand. > Skedulo worked with us to create a customized solution that is truly plug-and-play and scalable. We can drop this process as is into other parts of our organization and it will work. > > — Joe Zito, Vice President of Information Technology, American Red Cross - **31%** — Reduction in instructor underutilization [Read Story](https://www.skedulo.com/customers/american-red-cross/) ## Frequently Asked Questions ### How do emergency services organizations schedule staff and volunteers by credential? They keep each person's roles, training and credentials on record, then fill shifts with people who meet the requirement. Skedulo matches staff and volunteers by recorded role, training, credential, shift window, location and availability. Your organization maintains and verifies those records and sets the rules. ### Can Skedulo flag a credential that is about to expire before someone is rostered? Record relevant qualifications and expiry dates, then review them against the date and requirements of the assignment. Your organization verifies credentials, suitability, and renewal. Agree any reminders as part of your configured workflow. ### Can teams complete readiness checks on mobile? Yes. Equipment checks, site visits, training tasks and documentation can be assigned with an owner and due date. Teams complete checklists, forms, notes and photos on mobile, and leaders see open and overdue readiness work. ### How did the American Red Cross use Skedulo? American Red Cross Training Services schedules more than 1,250 full-time, part-time and volunteer instructors with Skedulo on Salesforce, replacing regional spreadsheets and email. It reduced instructor underutilization by 31% and the cost of scheduling by 30%. ### Is Skedulo a computer-aided dispatch (CAD) system? No. CAD systems dispatch emergency response in real time from calls for service. Skedulo schedules the support side: standby shifts, readiness checks, training, community response programs and volunteers, and rosters and task results can be shared with HR, training or reporting systems through APIs and integrations. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Public Sector Programs - [Permitting, Licensing & Field Inspections](https://www.skedulo.com/industries/public-sector/permitting-licensing-field-inspections/) - [Public Works & Utilities](https://www.skedulo.com/industries/public-sector/public-works-utilities/) - [Local Government & Municipal Services](https://www.skedulo.com/industries/public-sector/local-government-municipal-services/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for public safety support operations. We'll explore support rosters, readiness tasks and workforce communications within your agency's processes. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Public Sector](https://www.skedulo.com/industries/public-sector/) --- --- url: "https://www.skedulo.com/industries/public-sector/public-works-utilities/" type: "page" title: "Crew Scheduling for Public Works & Utilities | Skedulo" description: "Close more work orders with fewer miles. Schedule public works crews by skill, equipment and location, recover routes when urgent work lands, close on mobile." --- # Schedule crews for public works and utilities. Schedule crews around skills, equipment, location, and priority while capturing field closeout on mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Worker screeding fresh concrete footpath bay between formboards](https://assets.skedulo.com/uploads/hub-heroes/public-works-utilities-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Urgent repairs need the existing crew plan in view. An urgent repair competes with scheduled maintenance for the same crews and equipment. Crew skills, equipment and travel are compared with scheduled work before a reassignment is confirmed. _Runs the operation_ ### Public works supervisor Review the affected jobs before confirming a reassignment for an urgent repair. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker in hi-vis holding a tablet beside a utility truck at a roadside job](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-pwu-runs-20261009a.webp) _Plans the work_ ### Work order scheduler Match crews to each job's recorded skill, equipment and crew-size requirements. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk in a depot office, trucks parked outside the window](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-pwu-plans-20261009a.webp) _Does the work_ ### Utility crew member Open job instructions and forms on your phone, then record photos, readings and completed work. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker in hi-vis kneeling at an open roadside valve box with a phone](https://assets.skedulo.com/uploads/photo-library/stock/persona-ps-pwu-does-20261009a.webp) _How it runs_ ## From work order to closeout. _[ 01 ]_ ### Requests and work orders A citizen request, asset alert, inspection route, or planned maintenance creates field work. _Illustration: Skedulo card for the Zendesk integration on a pale blue well: the Zendesk logo, Connected, 2 data flows. Support ticket 31207, no heat and a visit needed, comes in from Zendesk in real time and becomes JOB-4883 in Skedulo with the customer's history added. Then the way back: the job is booked for Thursday at 2:00 PM and the ticket reads Visit booked._ _[ 02 ]_ ### Priorities and equipment needs Use recorded priority, asset details, crew requirements, equipment needs, service targets, and location to plan the work. _Illustration: Skedulo Tempo watching the schedule from 1:16 to 1:26 PM. In the Issues list Tempo is already on the rain over rooftop JOB-4870 and takes on each change as it comes in - an unanswered offer on JOB-4855, an urgent job, Hoa Pham double-booked around JOB-4858 - and Hector Salinas accepts JOB-4855. At 1:26 PM Doug Lindqvist calls out and JOB-4841, with no one on it, moves to Needs you: 3 running, 1 needs you._ _[ 03 ]_ ### Crew allocation Assign crews using recorded skills, certifications, availability, location, and the job's equipment requirements. _Illustration: Skedulo job card on a pale blue well for a rooftop package unit install in the North region: four skill tags - HVAC Level 2, rigging, working at heights, forklift licence - the site's building-clearance badge, two empty slots for a team lead and a team member, and seven technicians along the foot. The Balanced Utilization recipe finds 2 of 7 who match every requirement: the others fade, and Aaron Feldman and Andre Bassett fill the two slots._ _[ 04 ]_ ### Mobile work-order records Crews use mobile packets for instructions, forms, photos, readings, and closeout. _Illustration: Skedulo mobile job completion page on an iPhone for a quarterly site inspection, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and Helen Pryor's signature lands. Complete job turns green, is pressed, and becomes a green notice: JOB-4803 complete at 5:21pm, the record is on the job._ _[ 05 ]_ ### Schedule and status updates Configure schedule and status updates for supervisors, resident-service teams, and other recipients. _Illustration: The Skedulo web app on the Job activity dashboard. Export opens a menu - Download CSV, Download PDF, Schedule email report - and Schedule email report is picked: a dialog over the dimmed app with Format PDF, Send weekly on Monday at 7:00 AM, and Dana Pruitt and Wade Brennan added to To. Save is pressed and a green notice confirms the weekly report: Mondays, 7:00 AM, to Dana and Wade._ _[ 06 ]_ ### Connected asset records Use integrations to share completion data with asset, work-order, GIS, or reporting systems. _Illustration: A Skedulo panel for the workflow Failed check follow-up, in draft: records and tools for three teams land in turn - Gloria Benitez in the field, the site checklist with its isolator check, photo and notes, in the mobile app; Wade Brennan, supervisor, asset AST-1152 with its status, failed check and photo, on the asset page; Mark Doherty, dispatch, JOB-4871, Replace isolator, 2 hours, on the dispatch board. Then the one record trail: JOB-4803 to AST-1152 to JOB-4871._ _Tempo_ ## Review work orders and crew capacity with Tempo. Compare crew assignments and prepare work-order updates with Tempo, using the priorities, records and actions defined for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an urgent water main break for Alder Creek Water: a 6-inch cast iron main breaks under S Pearl St at E Florida Ave, 46 homes are on it, and every crew is on planned work. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the 311 report, the crews' planned work and the main's record, and the context panel opens on the break's map and the main. Tempo picks Crew 4, flushing hydrants nearby with a backhoe; it asks Wade Brennan to take the break, texts the 46 homes and moves the flushing to Thursday._ _Public works from work order to closeout_ ## Crew assignments with asset and location context. Work-order requirements inform crew selection and routing. Field records document completed work for review and connected systems. ### Work-order priorities Rank urgent repairs, planned maintenance, inspections, and resident requests. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36 minutes; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1 hour 4 minutes; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2 hours 40 minutes._ ### Crew and equipment requirements Match crews to the job's recorded skill, equipment, and crew-size requirements. _Illustration: Skedulo Tempo context cards on a pale blue panel, context generated from 5 sources: JOB-4841, uncovered - Doug Lindqvist out from 1:30 PM - for Dana Whitfield, window 2:00 - 5:00 PM; Availability, Gloria Benitez 6 of 8 hours, free from 3:30 PM; Travel from her last stop, 6 minutes and 0.8 miles, there by 3:45 PM; Qualification, Gloria Benitez, Senior Technician, certification valid._ ### Routes and travel Sequence work around geography, priority, and disruption. _Illustration: Skedulo Analytics tile: the North region's travel per job over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline reads 38 minutes, down 12%._ ### Field checks and completion records Capture mobile forms, photos, readings, and safety steps. _Illustration: Skedulo mobile installation form card: Unit secured on the roof curb is ticked, then the supply air temperature reading is typed in at 64°F against an acceptable range of 52°F to 58°F and marked High in rose, and a dashed section opens under it - Likely cause, chosen as Low refrigerant charge, and a Gauge photo field whose empty tile turns rose and reads Required to complete._ ### Asset-system integrations Use integrations to sync agreed status and evidence with core systems. _Illustration: A Skedulo integrations map with Skedulo in the middle: Salesforce work orders and Workday worker details wired in on the left, job status out to Salesforce and invoicing out to Finance on the right, a packet running along each wire in turn - all marked Connected._ ## How a large-scale field operation put Skedulo to work. - **Paper work orders** — Job status, crew location, and completed work lived across paper, spreadsheets, and phone calls. - **One work order system** — Crews are matched, dispatched, and tracked from a single system, in real time. - **Faster, cleaner closeout** — Managers see what's scheduled, in progress, and completed at any point in the day. > We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses of all those jobs throughout the day, in real time. So at any given point in the day, we know how many jobs we have scheduled, how many employees are working, what their status is, how many are completed, and we have access to all those hours and customer data at our fingertips. > > — Ashish Patel, Director of Strategic Initiatives, AWP - **86%** — Scheduling and dispatching efficiency [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### How should public works departments schedule crews and equipment together? Each work order should record the skills, crew size, vehicle and equipment it needs, so the scheduler sees whether a crew can do it before assigning it. Skedulo coordinates the required roles and availability for jobs that need more than one worker, and vehicles or plant can be scheduled alongside the people. It then sequences the day by priority and geography. ### Can Skedulo reprioritize the day when an urgent repair comes in? Yes. Supervisors can review the new request, suitable crews, travel, and existing jobs before changing the plan. Tempo can help with coordination using available records. Configure the updates sent to crews and service contacts. ### Can crews close out work orders in the field? Yes, crews use mobile packets for instructions, forms, photos, readings and safety steps, and a form with required photos, safety steps or asset readings can be required before the job is completed. Actions documented to work offline are saved on the device and sync when the connection returns. ### What results has a large work-order operation seen with Skedulo? AWP, a large field operation with roughly 5,000 mobile workers, uses Skedulo to gather all its work orders in one system and check every job's status in real time. It reports 86% more efficient scheduling and dispatch. ### How does Skedulo work alongside Cityworks or another asset management system? Use configured integrations to exchange agreed work-order, asset, and completion fields. Define system ownership and confirm API access during solution design. Our Pulse Platform supports additional operational records and workflows around your crews' work. _Related Products & Uses_ ## Connect scheduling with the rest of your team's work. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Workflow](https://www.skedulo.com/platform/workflow/) ### Public Sector Programs - [Permitting, Licensing & Field Inspections](https://www.skedulo.com/industries/public-sector/permitting-licensing-field-inspections/) - [Local Government & Municipal Services](https://www.skedulo.com/industries/public-sector/local-government-municipal-services/) - [Public Safety & Emergency Services](https://www.skedulo.com/industries/public-sector/public-safety-emergency-services/) ### Use cases - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for public works and utilities. We'll explore crew scheduling, work orders and field records alongside your asset and service systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Public Sector](https://www.skedulo.com/industries/public-sector/) --- --- url: "https://www.skedulo.com/industries/retail/big-box-general-merchandise/" type: "page" title: "Store Coverage and Reset Scheduling for Big Box Retail | Skedulo" description: "Staff big box departments and schedule reset crews around project dates, with task milestones, photo proof from the floor, and store status by district." --- # Schedule store teams and reset work. Match store demand with employee availability, skills, and preferences while giving staff more control over when they work. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Worker kneeling to face up shelf stock](https://assets.skedulo.com/uploads/hub-heroes/big-box-general-merchandise-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Reset work draws on department staffing. Replenishment, fulfillment and service desks still need cover while a reset or promotion runs. Store managers review those commitments before assigning associates to project work. _Runs the operation_ ### District manager See store status, completed tasks, overdue work and coverage risk across locations. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person holding a tablet in a wide store aisle while a crew moves fixtures](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-bbg-runs-20261009a.webp) _Plans the work_ ### Store manager Schedule shifts around departments, roles, hours, skills and availability, then assign reset tasks. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Person reviewing a shift schedule on a laptop in a store back office, the sales floor visible through a window behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-bbg-plans-20261009b.webp) _Does the work_ ### Store associate Capture forms, photos, notes and completion status from the store floor. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker in an apron photographing an end-cap display with a phone](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-bbg-does-20261009a.webp) _How it runs_ ## Store staffing, project tasks and district reporting. _[ 01 ]_ ### Store and project requirements Traffic, season, project, reset, audit, delivery, or urgent issue creates demand. _Illustration: Skedulo demand forecast panel for Harbourside's front of house, Sat 8 to Fri 14 Mar 2026: the drivers fed in - guest traffic 2,800 a day from the door counters, 6 deliveries a day, and a long weekend on Sat 8 as an event band, x1.2 staff; the rules that turn them into people - one Team Member per 120 guests an hour, a minimum of 2 on the floor, trading hours 6am - 10pm; a Team Member forecast by day with its range, target and planned hours, Saturday lifted into one shift to fill; and the cost, $64,020 of $68,000, within the approved cap._ _[ 02 ]_ ### Department coverage Managers schedule shifts around departments, roles, hours, skills, and availability. _Illustration: Skedulo worker matching panel for an open Team Member shift on Tue 4 Mar, 2pm - 10pm, front of house at Harbourside, shown as a dashed draft card with an empty assignee slot. Four candidates are checked on availability, skills, qualifications and the agreement: Carol Ng fits the shift and the week and is allocated; Doug Lindqvist, the Duty Manager, has no register training; Bridget Hanley would have 8h of rest after her Mon 3 night against a 10h minimum; Gloria Benitez is already on Tue 4, 6am - 2pm. Carol Ng allocated and notified._ _[ 03 ]_ ### Reset and rollout tasks Store projects, resets, audits, and support tasks become owned work. _Illustration: Skedulo job JOB-4803, Quarterly store audit, on a hatched ground, each field landing from Salesforce with its source mark: customer Northgate Shopping Centre, contact Helen Pryor, location 1160 Pioneer Way, Denver, urgency Normal (Medium in Salesforce), job type Store audit, start Wed 13 Aug 4:00 PM (22:00 UTC), 2 hours, status Pending allocation (New). A green note closes it: created from work order 00012345, Mon 11 Aug, 9:12 AM, in real time._ _[ 04 ]_ ### Progress from the store floor Associates or field teams capture forms, photos, notes, and completion status. _Illustration: Skedulo completion checks for JOB-4803 on a hatched ground, run when the store audit was submitted at 5:16 PM: required steps answered 5 of 5, photos attached 2, planogram recorded Spring 2026, store sign-off by Helen Pryor - each ticked green - and Display stocked to plan on AST-1152, Failed in rose. The exception is routed by the Failed check follow-up workflow to Wade Brennan, Field Supervisor, who approves at 5:18 PM, creating JOB-4871 to restock the chiller display. The foot reads clear to complete JOB-4803._ _[ 05 ]_ ### Reassignment and escalations Managers reassign work or escalate blockers when coverage or project plans change. _Illustration: Skedulo change request queue for the front of house, 1 - 7 Mar: three requests in four columns - who, change, policy, action. Doug Lindqvist, reassigned by Jen Alvarez from Mon 3 6am - 2pm to 2pm - 10pm, warns +$46 overtime at 38h and needs approval; Gloria Benitez's swap with Carol Ng on Tue 4 and Carol Ng's Wed 5 cover each pass, Agreement OK, and are approved. The foot checks the queue against the store team agreement v2026.1 and Harbourside policy v3: 2 approved, Gloria and Carol notified._ _[ 06 ]_ ### District progress Leaders see store status, completed tasks, overdue work, and coverage risk. _Illustration: The Skedulo web app on the Job activity dashboard, on a hatched ground: Export opens on Download CSV, Download PDF and Schedule email report, which is picked; the dialog sets PDF, weekly on Monday at 7:00 AM, and Dana Pruitt and Wade Brennan land in To. Save, and a green notice confirms the weekly report is scheduled - Mondays at 7:00 AM, to Dana and Wade._ _Tempo_ ## Review store coverage with Tempo. Compare staff and task assignments with Tempo, using the store records, actions and approvals enabled for your managers. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a freight surge at Harbourside Store from its issue: the distribution center adds a third trailer to tomorrow's 5:00 AM delivery, and the back dock has 5 of the 6 Team Members it needs. The issue lands in amber and becomes the task's header; Tempo reads the advance ship notice, tomorrow's roster and the hours rules, and the context panel opens on the delivery and each department's 8:00 AM cover. Tempo passes over Carol Ng and Kevin Maszaros, offers Malik Grant the dock shift, rosters him when he accepts and stages the garden freight for the reset._ _Keep big store execution in motion_ ## Keep store coverage and project work in view. Plan department staffing, assign reset tasks, and see which stores need support. ### Department staffing Plan coverage by role, demand, and skill. _Illustration: Skedulo cover request beside a slice of the roster: Carol Ng can't work Wed 5 - unavailable, family - and her 6am - 2pm morning shift on the front of house needs cover. Under it, two who can cover, checked against the store agreement: Gloria Benitez, available with 16h of rest, ticked green, and Doug Lindqvist, who would hit the 38h maximum, marked amber. Approve is pressed - confirmed, Carol notified - and the shift moves to Gloria's row on the roster._ ### Resets and project milestones Break resets and rollouts into assignable work. _Illustration: Skedulo crew card for job #4809, team members on it 3 of 4: Aaron Feldman as the store team leader, dispatched; and the members, Andre Bassett, dispatched, and Brooke Feeney, confirmed._ ### Mobile completion records Show photos, forms, and status from the store floor. _Illustration: A small Skedulo mobile form card for a display check on a store visit: Display built to plan and Price tags in place pass, then Matches planogram is marked Fail; the issue field opens under it, Top shelf two facings short is typed in, and the display photo turns required to submit._ ### Revised store assignments Review staffing and task assignments when department coverage or project requirements change. _Illustration: Skedulo best-match card for one job: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of travel and 1.9 miles from her last job, with Doug Lindqvist at 81, crossing territory, and Bridget Hanley at 64, her shift ending at 3:30 PM, below her._ ### Store-level reporting Give district leaders completion and risk visibility. _Illustration: Analytics tile: 98 of the store's 100 required shifts covered this week, up 2 points, with Tuesday drawn hour by hour from 6am to 6am and marked at the 2pm and 10pm shift changes - the staff needed as a dashed curve over the staff rostered as blue steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills._ ## Scale a large-format retail program without losing staffing visibility. - **Before** - Manual scheduling for retail staff across large-format stores. - No visibility into who was staffed or checked in. - **With Skedulo** - Automated, scalable staffing across store locations. - Real-time visibility into attendance by store. - **Outcome** - Better understanding of the right person, right store. - Stronger retail partnerships through kept commitments. > We're in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in. Attendance is very important to maintaining those retail partnerships. > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun - **Hundreds** — of retail locations staffed with live attendance visibility [Read Story](https://www.skedulo.com/customers/sunrun/) ## Frequently Asked Questions ### How do big box stores schedule resets without leaving departments short? Record the reset tasks and staffing needed, then review them alongside department coverage. Managers can assign owners and review outstanding work before moving associates between the project and store duties. ### Can Skedulo schedule store teams by department and role? Yes. Coverage is scheduled by department, role, skill, availability and demand window. Managers can adjust assignments when a call-out or demand spike changes the plan, and see the effect on other departments before moving someone. ### Can Skedulo coordinate retail resets and store projects? Yes. Resets, promo rollouts and store projects are broken into assignable tasks with milestones and an owner. Associates or visiting crews record photos, forms, notes and status as each stage is completed, and unfinished work can be reassigned or escalated to the district lead. ### Can district leaders see store status across locations? Yes. District leaders see completed tasks, overdue work and coverage risk by store. That shows which stores are behind on a reset or short on coverage, so support goes where it's needed. ### Can Skedulo integrate with WFM, task, or ticketing systems? Yes. Integrations and APIs connect Skedulo with workforce management, task and ticketing systems, so store coverage, reset tasks and completion records can move between them. What's shared and when depends on the integration you configure. _Related Products_ ## Explore tools for store and field teams. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Retail Operations - [Grocery & Convenience Operations](https://www.skedulo.com/industries/retail/grocery-convenience-operations/) - [Retail Merchandising, Audits & Store Services](https://www.skedulo.com/industries/retail/retail-merchandising-audits-store-services/) - [Specialty Retail Field Operations](https://www.skedulo.com/industries/retail/specialty-retail-field-operations/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for store teams and resets. We'll explore department coverage, project tasks and reporting across your stores. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Retail](https://www.skedulo.com/industries/retail/) --- --- url: "https://www.skedulo.com/industries/retail/grocery-convenience-operations/" type: "page" title: "Grocery Store Scheduling and Task Management | Skedulo" description: "Cover every grocery department and shift, assign recurring store checks, and send field support or maintenance visits when a store issue needs one." --- # Schedule store teams and daily checks. Schedule by department and role while tracking store tasks, mobile forms, equipment issues, and promotion execution. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Worker pulling night blinds down over chilled cases at close](https://assets.skedulo.com/uploads/hub-heroes/grocery-convenience-operations-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Recurring checks need time within the shift. Checkout, replenishment and counter service share staff with the day's recurring checks. Managers can review overdue work alongside department coverage before reassigning a task. _Runs the operation_ ### Area manager Review coverage risk, open tasks, completed checks and open issues across stores. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person holding a tablet near the front registers of a grocery store](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-gco-runs-20261009a.webp) _Plans the work_ ### Shift manager Balance roles, departments, skills, shift windows and availability for each day. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk in a small grocery back office](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-gco-plans-20261009a.webp) _Does the work_ ### Team member Complete opening, cleaning and fresh-food checks in Skedulo Mobile, with photos. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker checking the dairy case with a phone](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-gco-does-20261009a.webp) _How it runs_ ## Store staffing, daily checks and open issues. _[ 01 ]_ ### Demand and service requirements Traffic, promotion, delivery, call-out, maintenance issue, or compliance need creates demand. _Illustration: Skedulo coverage plan for Harbourside's front of house, Sat 8 to Fri 14 Mar 2026: rows for Team Members, Duty Managers and Baristas against the seven days, each cell rostered over required as a bar of slots, amber where a day is short. The levers sit above it - a service level of one per 120 guests an hour, a minimum of 2 per role, hours 6am - 10pm, and the Sat 8 peak adding one more staff. The foot totals 58 required, 54 rostered, 4 to fill, and $64,020 of the $68,000 labor target._ _[ 02 ]_ ### Department staffing Managers balance roles, departments, skills, shift windows, and availability. _Illustration: Skedulo roster builder for Harbourside's front of house, 1 - 7 Mar 2026: three shift templates - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day roster for Carol Ng, a Team Member, and Kevin Maszaros, the Barista, each day landing from a template, and the open Team Member afternoon on Sun 2 dashed in its own lane. Two ways to fill it: Allocate Bridget Hanley, a Team Member at 24h of 40h - available, qualified, hours OK - and she is allocated; or Offer, targeted to 4 eligible, respond in 12 h, first to accept._ _[ 03 ]_ ### Recurring tasks and follow-up Recurring checks, merchandising, cleaning, or issue follow-up become owned tasks. _Illustration: A small Skedulo mobile shift handover card for the front of house: Floor rounds at 9:30pm and Spill in aisle 3 cleaned are ticked done; Receipt rolls low is marked Open, and the fields it needs open under it - status Reordered, impact Spare in use, and Doug Lindqvist chosen as responsible for the next step._ _[ 04 ]_ ### Mobile check records Associates or field teams complete forms, photos, and status updates on mobile. _Illustration: A small Skedulo mobile form card for a display check on a store visit: Display built to plan and Price tags in place pass, then Matches planogram is marked Fail; the issue field opens under it, Top shelf two facings short is typed in, and the display photo turns required to submit._ _[ 05 ]_ ### Store and field-support assignments Managers adjust coverage or send field support when work slips. _Illustration: Skedulo change request queue for the front of house, 1 - 7 Mar: three requests in four columns - who, change, policy, action. Doug Lindqvist, reassigned by Jen Alvarez from Mon 3 6am - 2pm to 2pm - 10pm, warns +$46 overtime at 38h and needs approval; Gloria Benitez's swap with Carol Ng on Tue 4 and Carol Ng's Wed 5 cover each pass, Agreement OK, and are approved. The foot checks the queue against the store team agreement v2026.1 and Harbourside policy v3: 2 approved, Gloria and Carol notified._ _[ 06 ]_ ### District status Leaders see completion, coverage risk, open issues, and store performance. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313. The KPIs rise in and the columns grow; one more job completes and the last column ticks from 312 to 313._ _Tempo_ ## Review store staffing and checks with Tempo. Compare assignments and follow up on store tasks with Tempo, using the records and actions enabled for your managers. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an overnight refrigeration alarm from its issue: dairy case 14 at Harbourside Store reads 47° at 2:40 AM, and the food safety plan throws out dairy held above 41° for 4 hours. The issue lands in red and becomes the task's header; Tempo reads the alarm, the on-call technicians and the dairy walk-in, and the context panel opens on the time left and the overnight crew. Tempo sends Declan Moore, who is certified for refrigerant, has Curtis Mensah's crew move the dairy into the walk-in and takes the case out of service._ _Keep the store day covered_ ## Daily checks alongside department coverage. Plan roles, assign recurring tasks, and see where stores need support. ### Demand and staffing changes Review demand, promotions, deliveries, and callouts alongside the work already planned. _Illustration: Skedulo Publish complete card: Published 56 shifts, everyone on the roster has been notified, and the notices for the period - Sat 1, two unassigned morning shifts still open; Mon 3, a double-booking resolved before publish; Fri 7, Gloria Benitez on leave with cover confirmed - each with a View link, and Ok to close._ ### Role-based scheduling Schedule qualified workers by department and shift window. _Illustration: Skedulo cover request beside a slice of the roster: Carol Ng can't work Wed 5 - unavailable, family - and her 6am - 2pm morning shift on the front of house needs cover. Under it, two who can cover, checked against the store agreement: Gloria Benitez, available with 16h of rest, ticked green, and Doug Lindqvist, who would hit the 38h maximum, marked amber. Approve is pressed - confirmed, Carol notified - and the shift moves to Gloria's row on the roster._ ### Recurring store tasks Turn operational checks into accountable work. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871._ ### Revised assignments Move people or tasks when the plan changes. _Illustration: Analytics tile: 14 changes to the roster since it was published, down 5 on last week - a purple staircase counting the changes day by day, Saturday to Friday, climbing under last week's dashed staircase that ends at 19, and a swap on Thursday adding a step._ ### District reporting Review coverage, completed checks and outstanding issues across stores. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as a grid of small squares in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time, making 91 on time._ ## Scale a high-frequency retail program without losing staffing visibility. - **Before** - Manual scheduling for retail staff across store locations. - No visibility into who was staffed or checked in. - **With Skedulo** - Automated, scalable staffing across store locations. - Real-time visibility into attendance by store. - **Outcome** - Better understanding of the right person, right store. - Stronger retail partnerships through kept commitments. > We're in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in. Attendance is very important to maintaining those retail partnerships. > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun - **Hundreds** — of retail locations staffed with live attendance visibility [Read Story](https://www.skedulo.com/customers/sunrun/) ## Frequently Asked Questions ### Can Skedulo schedule grocery store teams by role and department? Yes. Schedule by role, department, shift window, recorded qualifications, and availability. Review suitable staff and their existing commitments when a role needs cover. ### How should grocery and convenience chains track recurring store checks? Treat each opening routine, cleaning check, fresh check or audit as a recurring task with an owner and a due time, not a line on a paper sheet. Staff complete the checklist on mobile with photos, so an overdue or failed check shows up by store and someone can be assigned to follow up. ### Can store teams complete mobile task checklists? Yes. Associates complete forms, capture photos and update task status on mobile during the shift. Checks that are missed or fail can be reassigned, and the results roll up to the district view. ### Can field support or maintenance visits be scheduled from store issues? Yes. Review recorded service requirements and arrange a suitable specialist around travel and store access. Configure workflows to create follow-up from store issues. Tempo can help with coordination using available records. ### Can Skedulo show district-level task and coverage status? Yes. District leaders see coverage risk, open tasks, completed checks and open issues across locations. That makes it easier to decide which stores need support most and to confirm the support arrived. _Related Products_ ## Explore tools for store and field teams. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Retail Operations - [Big Box & General Merchandise](https://www.skedulo.com/industries/retail/big-box-general-merchandise/) - [Retail Merchandising, Audits & Store Services](https://www.skedulo.com/industries/retail/retail-merchandising-audits-store-services/) - [Specialty Retail Field Operations](https://www.skedulo.com/industries/retail/specialty-retail-field-operations/) ### Use cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for grocery and convenience operations. We'll explore store schedules, recurring checks and field support around your operating requirements. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Retail](https://www.skedulo.com/industries/retail/) --- --- url: "https://www.skedulo.com/industries/retail/retail-merchandising-audits-store-services/" type: "page" title: "Retail Merchandising Route and Audit Scheduling | Skedulo" description: "Plan merchandising and audit routes by territory and store access, capture photo proof and findings on mobile, and report completion by store and program." --- # Plan merchandising visits and store audits. Optimize routes for merchandising, audits, and service work while capturing forms, photos, and follow-up from every location. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Merchandiser reading grid planogram sheet against shelf bay](https://assets.skedulo.com/uploads/hub-heroes/retail-merchandising-audits-store-services-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Photos and findings make the store visit reviewable. Campaign managers review the photos, form results and unresolved items from each store visit. Route planners and reps each add to that record. _Runs the operation_ ### Campaign manager Review submitted photos and form results against each visit's completion requirements. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker at a computer in an office](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-rma-runs-20261009a.webp) _Plans the work_ ### Route planner Sequence stores by territory, priority, access windows and travel time. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk with a map on screen](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-rma-plans-20261009a.webp) _Does the work_ ### Merchandising rep Work through task lists, forms and photos in Skedulo Mobile, recording issues as you find them. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker photographing a stocked shelf with a phone, product boxes at their feet](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-rma-does-20261009a.webp) _How it runs_ ## From campaign plan to reviewed visit. _[ 01 ]_ ### Campaign and audit requirements A merchandising reset, brand program, audit, or service task creates store work. _Illustration: Skedulo panel on a hatched ground following one store visit from the client's system: Salesforce work order 00012345, New, created Mon 11 Aug at 9:12 AM - subject Quarterly store audit, account Northgate Shopping Centre, 1160 Pioneer Way, Denver, work type Store audit, priority Medium, start 2026-08-13T22:00:00Z, 2 hours, territory Denver Metro, contact Helen Pryor. A real-time event carries it from Salesforce to Skedulo: waiting for changes, sending, then received by Skedulo._ _[ 02 ]_ ### Territories and routes Skedulo matches reps by territory, route, skill, availability, and store windows. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each team member's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ _[ 03 ]_ ### In-store work on Mobile Reps complete task lists, forms, photos, notes, and issue capture in the mobile app. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the merchandiser's quarterly store audit for Northgate Shopping Centre, JOB-4803: status In progress, work started 4:09pm; time on site 1h 11m since 4:05pm; evidence - a shelf photo at 4:14pm and the chiller display, AST-1152, photographed at 4:15pm; the store audit's outcome, Pass with Actions, one failed check on AST-1152; then Submit, and a green notice: store audit submitted 5:16pm._ _[ 04 ]_ ### Photo and form review Review submitted photos and form results against the visit's completion requirements. _Illustration: Skedulo Form Builder, Settings tab, completion for the Site checklist job form: Required to complete the job switches on and an amber note lands under it - JOB-4803 cannot be completed until the Site checklist is submitted. Submissions moves from Multiple submissions to One submission, where teams review and update the same one, and the line under it becomes: on JOB-4803, reopening the checklist updates its one submission._ _[ 05 ]_ ### Assigned store follow-up Configure follow-up workflows so store issues reach an owner as a task, update, or next visit. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871._ _[ 06 ]_ ### Campaign results Leaders see completion, exceptions, photo proof, open issues, and campaign performance. _Illustration: The Skedulo web app on the Job activity dashboard, on a hatched ground: Set alert opens a dialog on Cancellations - alert when above 5% in a week, checked daily, emailed to Dana Pruitt - and Save alert puts a bell on the Cancellations KPI. The next morning's email from Skedulo Analytics lands: Cancellations above 5% this week - 5.4% of jobs were cancelled in the last 7 days, above your 5% threshold._ _Tempo_ ## Review store coverage with Tempo. Compare visit assignments and prepare store follow-up with Tempo, using your enabled records and actions. Mastermind supports route optimization. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo catching an incomplete store visit from its issue: Gloria Benitez submits the aisle 7 planogram reset at Harbourside Store without the store manager's sign-off and with 2 of 3 after photos. The issue lands in amber and becomes the task's header; Tempo reads the visit form, her check-in and the client's rules, and the context panel opens on Gloria still in the store and the reset's record. Tempo reopens the form and asks Gloria to get Dana Whitfield's sign-off before she leaves at 4:00 PM; the reset closes complete at 3:41 PM, with no second trip._ _Retail execution from route to proof_ ## Merchandising routes with the campaign detail attached. Give reps the visit instructions, collect forms and photos, and assign follow-up from recorded findings. ### Store routing Sequence stores by territory, priority, access, and travel time. _Illustration: Skedulo Analytics tile: the North region's travel per job, a blue line over twelve weeks from 25 June to 10 September - steady near 37 minutes, rising to 46 up to a new route plan marked on 13 August, then back to 37. Dashed averages read 43 minutes for the four weeks before the plan and 38 for the four after, and the headline turns from 43 minutes, up 15%, to 38 minutes, down 12%._ ### Mobile visit instructions Reps can access task lists, forms and store details in Mobile during the visit. _Illustration: A small Skedulo mobile form card for a display check on a store visit: Display built to plan and Price tags in place pass, then Matches planogram is marked Fail; the issue field opens under it, Top shelf two facings short is typed in, and the display photo turns required to submit._ ### Required evidence Configure mandatory forms and validation rules to collect the evidence your visit requires. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%._ ### Follow-up workflows Turn recorded issues into assigned tasks through the workflows you configure. _Illustration: Analytics tile: 14 follow-up actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle: 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes._ ### Campaign reporting Review completed visits and exceptions by store, region and program. _Illustration: Analytics tile: 313 jobs completed of 338 scheduled this week, up 6%, with a pair of columns per weekday - scheduled in grey, completed in blue - Friday's completed column still short of its schedule as one more job lands on it._ ## Scale a retail field program without losing staffing visibility. - **Before** - Manual scheduling for field reps across store locations. - No visibility into who was staffed at which store. - **With Skedulo** - Skedulo makes it easier to schedule solar advisors across retail locations. - Real-time visibility into staffing and check-in status. - **Outcome** - Better understanding of the right rep, right store. - Stronger retail partnerships through kept commitments. > We're in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in. Attendance is very important to maintaining those retail partnerships. > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun - **Hundreds** — of retail locations staffed with live attendance visibility [Read Story](https://www.skedulo.com/customers/sunrun/) ## Frequently Asked Questions ### What is merchandising route planning? Merchandising route planning decides which stores each rep visits, in what order and on which day, based on territory, visit priority, visit length, store access windows and drive time. A good route plan fits more completed visits into each day and leaves room to move visits when a launch date or store window changes. ### Can Skedulo schedule retail merchandisers by route and territory? Yes. Plan by territory, recorded skills, availability, store windows, and travel. Mastermind supports route optimization. Review affected appointments when store access or rep availability changes. ### Can merchandisers keep recording store visits on mobile when the signal is weak? Yes, for the actions documented to work offline. The Skedulo app saves a supported change made in a back stockroom with no signal on the phone, marks it pending and syncs it when the connection returns. During each visit reps complete task lists and forms, capture photos and record issues, and required forms and validation rules can stop a visit being closed without the evidence the program asks for. ### Can store issues trigger follow-up tasks? Yes. Set up workflows that turn recorded issues into tasks, updates, or return visits, with an owner and due date. Tempo can help prepare the follow-up using records and actions available in your setup. ### Can Skedulo verify store visits and report time on site by store? Mobile can record travel, arrival, check-in, departure, and time entries. Review timestamps and any captured location data under your configuration and privacy policies. These records support visit review; status changes alone are not independently verified attendance or approved paid time. ### What is the difference between retail execution software and field service management? Skedulo coordinates store shifts, field visits, and mobile work. Our Pulse Platform supports additional campaign, store, and service records and workflows. Confirm specialist requirements such as planogram analysis or order capture during solution design. _Related Products_ ## Explore tools for store and field teams. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Retail Operations - [Big Box & General Merchandise](https://www.skedulo.com/industries/retail/big-box-general-merchandise/) - [Grocery & Convenience Operations](https://www.skedulo.com/industries/retail/grocery-convenience-operations/) - [Specialty Retail Field Operations](https://www.skedulo.com/industries/retail/specialty-retail-field-operations/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for merchandising and store audits. We'll explore route planning, mobile visit records and campaign follow-up with your field team. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Retail](https://www.skedulo.com/industries/retail/) --- --- url: "https://www.skedulo.com/industries/retail/specialty-retail-field-operations/" type: "page" title: "Retail Field Team Scheduling for Specialty Brands | Skedulo" description: "Schedule regional reps for launches, displays and store service, sequence visits by priority and travel, and see which stores are done or at risk." --- # Store visits and launch work across your region. Plan visits around store requirements and rep availability. Give reps mobile instructions and keep outstanding tasks attached to each store. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Tech aiming clip-on track-light heads from low step platform, track off](https://assets.skedulo.com/uploads/hub-heroes/specialty-retail-field-operations-hero-photo-v1.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Launch reviews need photos and outstanding tasks. Regional teams decide where more work is needed from display photos, completed tasks and unresolved items. Reps record those items against each store visit. _Runs the operation_ ### Regional manager See which stores are done, at risk or waiting on follow-up across the region. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person holding a tablet in a specialty store beside a half-built display](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-srf-runs-20261009a.webp) _Plans the work_ ### Field scheduler Match reps to stores by skill, territory, availability, route and store access. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk in a retail office](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-srf-plans-20261009a.webp) _Does the work_ ### Field rep Follow display instructions and checklists in Skedulo Mobile, with photos required before closing. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Worker assembling a product display in a specialty store, a phone propped on the fixture](https://assets.skedulo.com/uploads/photo-library/stock/persona-rt-srf-does-20261009a.webp) _How it runs_ ## Store requirements, field visits and regional progress. _[ 01 ]_ ### Launch and service requirements A launch, service request, audit program, store issue, or field campaign creates work. _Illustration: Skedulo job JOB-4803, Quarterly store audit, on a hatched ground, each field landing from Salesforce with its source mark: customer Northgate Shopping Centre, contact Helen Pryor, location 1160 Pioneer Way, Denver, urgency Normal (Medium in Salesforce), job type Store audit, start Wed 13 Aug 4:00 PM (22:00 UTC), 2 hours, status Pending allocation (New). A green note closes it: created from work order 00012345, Mon 11 Aug, 9:12 AM, in real time._ _[ 02 ]_ ### Rep and territory matching Skedulo matches skill, territory, availability, route, and store access. _Illustration: Skedulo best-match card for one job: Gloria Benitez ranked first with a 96 match on a pale green row, ten minutes of travel and 1.9 miles from her last job, with Doug Lindqvist at 81, crossing territory, and Bridget Hanley at 64, her shift ending at 3:30 PM, below her._ _[ 03 ]_ ### Visit instructions on Mobile Mobile task lists, forms, photos, and notes guide the field team in store. _Illustration: A small Skedulo mobile form card for a display check on a store visit: Display built to plan and Price tags in place pass, then Matches planogram is marked Fail; the issue field opens under it, Top shelf two facings short is typed in, and the display photo turns required to submit._ _[ 04 ]_ ### Photos and visit results Record photos, results, and unresolved items against the assigned store visit. _Illustration: Skedulo Form Builder, page 5 of 5, Sign-off: under the Overall outcome drop-down, a display rule - show these fields when Overall outcome is Pass with actions, or Site condition is Restricted - with a switch between AND and OR that flips to OR, and the line under it reading Shown when either answer matches. Indented under the rule, the fields it shows: Follow-up reason, Return by, and Photo of the issue, which drops in._ _[ 05 ]_ ### Assigned follow-up Use configured workflows to turn recorded issues into assigned tasks, manager updates, or service appointments. _Illustration: Small Skedulo workflow card, Failed check follow-up on JOB-4803: three steps run in turn, each card taking a blue edge then a green check - Set the asset status to Awaiting follow-up; Request approval from Wade Brennan, which waits until it reads Approved by Wade Brennan; and Create a follow-up job, which reads Created JOB-4871._ _[ 06 ]_ ### Regional reporting Leaders see completion, exceptions, visit frequency, and store outcomes. _Illustration: The Skedulo web app on the Job activity dashboard, on a hatched ground: Region is set to North and Job type to Merchandising, each chip turning blue, and the dashboard narrows - 186 completed jobs down 9%, on-time starts 84%, travel per job 43 minutes up 15%, cancellations 2.7% - its weekly columns stepping down 52, 48, 45, 41. The last week opens: 7 - 13 Aug, 41 jobs at 46 minutes' average travel, the longest drives first - a planogram reset in Brighton, 58 min; a price audit in Thornton, 54; a display install in Commerce City, 52._ _Tempo_ ## Review regional store work with Tempo. Compare rep assignments and prepare follow-up on visit findings with Tempo, using the store records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a launch install from its issue: Andre Bassett calls out, leaving Bridget Hanley alone for tonight's launch wall at the Harbourside store, a 180-pound team lift after the mall closes. The issue lands in red and becomes the task's header; Tempo reads the callout, tonight's installers and the regional manager's store priorities, and the context panel opens on the install and the region's launch readiness. Tempo picks Wade Brennan, texts him the 9:30 PM install, moves his priority 6 graphics change to Saturday and sends mall security both names._ _From regional plan to store-level proof_ ## Store-level detail for regional teams. Assign reps, share visit instructions on mobile, and review recorded outcomes by store and region. ### Store priorities Rank work by launch need, issue severity, store value, or missed visit. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each team member's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ ### Field-team allocation Match reps to store, route, skill, and available capacity. _Illustration: Skedulo crew card for job #4809, dispatched: its team, with Aaron Feldman as the store team leader, dispatched, and two members below him._ ### Mobile visit records Put task lists, photos, forms, and notes into the rep's mobile workflow. _Illustration: Skedulo object builder card for Location, a standard object: its fields as rows - Name, text; Address, address - then the dashed Add field row is pressed and becomes a new field, Gate code typed in as its label, its type set to Text and a Custom tag beside it; under it the places it shows open, Job page and Mobile, each chosen in turn._ ### Completed and outstanding work Record completed work and unresolved items against each store visit. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%._ ### Progress by region See which stores are done, at risk, or waiting on follow-up across the region. _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a bar per region on its available hours - North 84%, Central 79%, South 83%, West 80% - and West's bar filling from 76% as the week goes on._ ## Scale a specialty retail field program without losing staffing visibility. - **Before** - Manual scheduling for field reps across store locations. - No visibility into who was staffed at which store. - **With Skedulo** - Skedulo makes it easier to schedule solar advisors across retail locations. - Real-time visibility into staffing and check-in status. - **Outcome** - Better understanding of the right rep, right store. - Stronger retail partnerships through kept commitments. > We're in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in. Attendance is very important to maintaining those retail partnerships. > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun - **Hundreds** — of retail locations staffed with live attendance visibility [Read Story](https://www.skedulo.com/customers/sunrun/) ## Frequently Asked Questions ### How do specialty retailers prepare stores for a product launch? Rank stores by launch date and need, then schedule display visits early enough to fix what the opening visit finds. Each visit should carry the display instructions and a checklist, with photos required before it is closed, and a regional view of done, at-risk and waiting stores shows where to send a rep next. ### Can Skedulo schedule retail field teams by region and store? Yes. Schedule using geography, recorded skills, availability, store access, and travel. Review affected visits when access or staffing changes, and update the reps and store contacts. ### Can Skedulo match each store visit to the right type of rep? Yes. Record the required training or specialty for each visit and compare it with rep records, availability, and current assignments. Your team maintains those records and confirms suitability. ### Can field reps complete mobile store visit checklists? Yes. Reps work through task lists, forms, photos and notes during each visit, and you configure which forms and photos a visit needs before it can be completed. Unresolved items are recorded against the visit so they don't disappear when it's checked off. ### Can Skedulo integrate with retail operations or CRM systems? Yes. Integrations and APIs connect Skedulo with retail operations, ticketing and CRM systems. Store requests or launch plans can create visits, and completion records and open issues can flow back, depending on the integration you configure. _Related Products_ ## Explore tools for store and field teams. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Retail Operations - [Big Box & General Merchandise](https://www.skedulo.com/industries/retail/big-box-general-merchandise/) - [Grocery & Convenience Operations](https://www.skedulo.com/industries/retail/grocery-convenience-operations/) - [Retail Merchandising, Audits & Store Services](https://www.skedulo.com/industries/retail/retail-merchandising-audits-store-services/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for retail field operations. We'll explore store visits, launch tasks and regional reporting around your field program. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Retail](https://www.skedulo.com/industries/retail/) --- --- url: "https://www.skedulo.com/industries/security-facilities/facilities-maintenance/" type: "page" title: "Technician Scheduling for Facilities Maintenance | Skedulo" description: "Meet maintenance SLAs across sites. Schedule technicians and vendors by skill, location and priority, share asset details on mobile, and sync with your CMMS." --- # Maintenance schedules across your sites. Match technicians and vendors to work requirements, access windows, and priority. Give them site and asset details, then track completed work and outstanding repairs. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician sliding fresh filter into rooftop AHU, colleague at next unit](https://assets.skedulo.com/uploads/hub-heroes/facilities-maintenance-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Planned maintenance and urgent repairs on one schedule board. Before a technician moves to an urgent repair, someone has to check the work left behind. Access arrangements, service targets and deferred tasks stay visible to the people coordinating each site. _Runs the operation_ ### Facilities manager Review access arrangements, service targets and deferred tasks across every site you manage. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Technician writing on a tablet in a plant room](https://assets.skedulo.com/uploads/photo-library/security-facilities/facilities-maintenance/fm-02-a.webp) _Plans the work_ ### Maintenance coordinator Assign work to employees, contractors or vendors from the schedule board and map. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk in a facilities office, a floor plan pinned behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-fm-plans-20261009a.webp) _Does the work_ ### Facilities technician Read site instructions and asset details in Skedulo Mobile, then complete checklists with photos and signatures. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician checking gauge on heating manifold by clip-light](https://assets.skedulo.com/uploads/photo-library/security-facilities/facilities-maintenance/fm-06-a.webp) _How it runs_ ## Work orders, technician assignments and service records. _[ 01 ]_ ### Requests and planned work Turn tenant requests, preventive maintenance tasks, and inspection findings into work organized by site and priority. _Illustration: Salesforce work order 00012345 as Skedulo's integration reads it, on a hatched ground: the Salesforce logo, status New, created in Salesforce Mon 11 Aug, 9:12 AM. Its fields land as the request is recorded - Subject Quarterly site inspection, Account Pioneer Health Systems, Address 1160 Pioneer Way, Denver, Work type Inspection, Priority Medium, Start date 2026-08-13T22:00:00Z, Duration 2 hours, Territory Denver Metro, Contact Helen Pryor. At the foot, Salesforce to Skedulo in real time: Sending to Skedulo, then Received by Skedulo._ _[ 02 ]_ ### Skills, access and service requirements Review skills, site access, asset details, service targets, and availability. _Illustration: On a hatched ground, a Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with an amber exception - missing requirement: EWP licence, required - and the three people proposed for it along its foot_ _[ 03 ]_ ### Technician and vendor allocation Use the schedule board and map to assign work to employees, contractors, or vendors. _Illustration: Skedulo map of north-east Denver, the North and Central regions tinted either side of I-70, a technician in each. Wade Brennan's afternoon in North is drawn on it: two numbered stops, each dashed drive marked 9 and 7 min. Beside it, a Regions card: North, Central and South in Denver, 4, 4 and 3 technicians at 2:14 PM MDT, and Kansas City, 6 technicians, an hour ahead at 3:14 PM CDT. Under it, Wade's afternoon: JOB-4879 furnace repair until 2:15 PM, a 9 min drive, JOB-4881 rooftop unit service at 2:30, a 7 min drive, JOB-4886 thermostat install at 3:45._ _[ 04 ]_ ### Mobile job records Read site instructions and complete configured checklists, with photos, notes, and signatures. _Illustration: Skedulo mobile app on an iPhone, the phone cut off at its lower third: the job details for a water changeover service opening on a map of the site, a pin on 1160 Pioneer Way, Denver, then the job in progress, its address, the forms on the job and its tasks - then the Service report row is tapped and the report slides in on step 2 of 3, Tests and readings: pressure test and flow rate already ticked, strainer and isolation valves tick in turn, and the supply water temperature is recorded at 44 F, in range_ _[ 05 ]_ ### Urgent repairs and reassignment Review affected visits and arrange suitable cover when urgent work changes the schedule. Tempo can help with coordination. _Illustration: Skedulo Tempo carrying out an approved plan at 1:31 PM: Reassign JOB-4841 to Gloria Benitez, arriving 3:45 - 4:15 PM, approved by Mark Doherty at 1:30 PM. Four steps tick through the tools they use: reassigned on the live schedule, sent to Gloria's mobile app and accepted, a text message to Dana Whitfield with the new window, its words shown, and Doug's afternoon released in availability. Then: Covered JOB-4841 with Gloria Benitez. No other job moved. 4m 12s_ _[ 06 ]_ ### Connected maintenance records Use integrations to send completion data to CAFM, CMMS, billing, and reporting systems. _Illustration: Skedulo integration diagram on a pale blue ground. At the top, Salesforce work order 00012345 for Pioneer Health Systems, Quarterly site inspection, priority Medium. It runs down a hairline as a real-time event - Work Orders to Jobs, 1 synced, Mon 9:12 AM - and becomes JOB-4803 in Skedulo, with the account, start, address and urgency from the work order. Gloria Benitez is dispatched, on site, then complete at 5:21 PM; the completion runs back up - Jobs to Work Orders, 1 synced - and the work order turns Completed._ _Tempo_ ## Review maintenance capacity with Tempo. Compare repair requests, planned maintenance and vendor assignments with Tempo, using the records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an urgent repair from its issue: Tower A's level 9 data room at Dockside Precinct is at 88° and rising after its computer room air conditioner stops, and the tenant's servers shut down at 95°. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the building alarm, the refrigeration technicians and their planned work, and the context panel opens on the room and the time to shutdown. Tempo picks Andres Pinto, certified for refrigerants and in Tower B; the plan sends him, moves his air handler service to Thursday and texts the tenant._ _The Toolkit_ ## Site and asset detail for the service team. ### Work order scheduling Schedule technicians and vendors by skill, SLA, site location, and current availability, across every site you manage. _Illustration: Skedulo best-match card for JOB-4821, a water changeover service on Wed 13 Aug at 2:00 PM: Gloria Benitez, Senior Technician, ranked first with a 96 match - HVAC service, EWP licence, a 1:30 - 4:30 gap, 10 minutes added on her route, 1.9 mi from her last job, in region - then Doug Lindqvist at 81, crossing territory, and Bridget Hanley at 64, her shift ending 3:30 PM; 11 rules and constraints, and Assign Gloria_ ### Repair changes with Tempo Review technician options and prepare stakeholder updates with Tempo using your configured records and actions. _Illustration: Skedulo Tempo's shared Issues inbox on a soft blue card, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with You, 36m; Doug Lindqvist called out, JOB-4841 uncovered, with Tempo, 1h 4m; Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2h 40m._ ### Site and asset details on Mobile Technicians can view site access details, asset information, checklists and notes in Mobile. _Illustration: Skedulo mobile actions card for JOB-4821, water changeover service at Pioneer Health Systems: Helen Pryor, Facilities Manager, with call, SMS and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 in its place without leaving the job_ ### Forms and inspection evidence Record checklists, photos, timestamps and findings against the job for review and reporting. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Client and tenant updates Configure messages around appointment confirmations, arrival windows, and work-status changes. _Illustration: A Skedulo Tempo card on a soft blue card: View agent reasoning, folded, then a box headed Actions complete with a green check. Three tools, each ticked green: Skedulo API, assigned JOB-4841 to Gloria; Message composer, drafted the text to Dana; Notification gateway, sent it to Dana by SMS._ ## ECL Group unified six business units into one facilities operation. - **Before** - Six business units ran on separate, disconnected scheduling systems. - No shared visibility into technician or subcontractor coverage. - **With Skedulo** - One native Salesforce system schedules, allocates, and monitors every job. - Skedulo is providing further visibility throughout the business and to its customers. - **Outcome** - 23,000+ appointments scheduled a year. - One unified process across 650+ employees. > We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors. > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services - **23,000+** — appointments scheduled a year [Read Story](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ## Frequently Asked Questions ### What is the difference between a CMMS and technician scheduling software? A CMMS holds asset records, preventive maintenance plans and work order history. Technician scheduling software decides who does each job and when, based on skills, location, access windows and priority, and rebuilds the day when an urgent repair lands. Many facilities teams run both, with work orders flowing from the CMMS into the schedule. ### Can Skedulo schedule maintenance work orders by SLA and skill? Yes. Schedule using recorded skills, service targets, location, access, and availability. Review suitable technicians and existing work before changing assignments. Tempo can help with that coordination using available records. ### Can outside vendors and subcontractors be scheduled alongside our own technicians? Yes. Subcontracted technicians can be scheduled with the same job details and access notes as your employees, which gives coordinators one view of who is covering each site. ECL Group, for example, uses Skedulo to schedule, allocate and monitor its inspections across technicians and subcontractors. ### How does Skedulo balance preventive maintenance against urgent repairs? Keep preventive work and urgent repairs on the schedule, then review due dates, access, and suitable technician capacity before moving assignments. Record deferred work and its next action. ### Is Skedulo a CMMS like MaintainX, UpKeep or Corrigo? Connect agreed work-order, asset, and completion fields through configured integrations. Our Pulse Platform supports additional site, service, and operational records and workflows. Define system ownership and the processes you need during solution design. ### How do technicians show they were on site, and what happens when the plant room has no Wi-Fi? Technicians can record job progress and time, with location capture dependent on device permissions and configuration. Review those records rather than treating status changes alone as verified attendance. Supported offline actions sync after reconnection; test required forms and check-in steps in your setup. _Keep Exploring_ ## Explore related products, site programs, and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Security & Facilities Programs - [Fire, Life Safety & Building Systems](https://www.skedulo.com/industries/security-facilities/fire-life-safety-building-systems/) - [Security Guarding & Patrol](https://www.skedulo.com/industries/security-facilities/security-guarding-patrol/) - [Janitorial & Cleaning Services](https://www.skedulo.com/industries/security-facilities/janitorial-cleaning-services/) ### Use Cases - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## See Skedulo for facilities maintenance. We'll explore technician and vendor planning, mobile work records and your maintenance-system connections. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/security-facilities/fire-life-safety-building-systems/" type: "page" title: "Fire Protection Technician Scheduling | Skedulo" description: "Keep inspection windows and urgent alarm service on the same schedule. Match certified fire protection technicians, capture findings, and track corrective work." --- # Track building-system inspections and repairs. Assign inspection visits, route findings to an owner, and track corrective work and any required verification before closing the issue. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Engineer with tablet at alarm control cabinet, colleague pointing at indicator](https://assets.skedulo.com/uploads/hub-heroes/fire-life-safety-building-systems-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Corrective work needs a record of verification. A deficiency isn't resolved when the repair is booked. Its supporting evidence stays attached to the repair, and service managers, schedulers and technicians each see the finding, the fix and the recheck. _Runs the operation_ ### Service manager Track due visits, recorded findings and corrective-work status across buildings. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person holding a tablet in a service corridor under red sprinkler pipes](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-fls-runs-20261009a.webp) _Plans the work_ ### Service scheduler Fit urgent service calls around due inspections, checking qualifications, access and travel. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Person at a desk with a map and a schedule on screen, fire extinguisher and sprinkler parts on a shelf behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-fls-plans-20261009b.webp) _Does the work_ ### Fire protection technician Complete your forms in Skedulo Mobile, capturing readings, photos, notes and signatures. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician testing alarm call point with test key in stairwell](https://assets.skedulo.com/uploads/photo-library/security-facilities/fire-life-safety-building-systems/fls-03-a.webp) _How it runs_ ## Due inspections, corrective work and verification. _[ 01 ]_ ### Inspection and service requirements Create schedulable visits for inspections, maintenance, service requests, and recorded findings. _Illustration: Skedulo Tempo looking ahead at 4:30 PM to next week, 18 - 22 Aug: Next week looks steady until Friday. Coverage lands a day at a time - Monday 100%, Tuesday 96%, Wednesday 100%, Thursday 98% - then Friday at 78%, flagged 2 short. Three things to plan for: Friday 22 Aug is 2 technicians short, Bridget Hanley and Hoa Pham on leave, Plan cover; refrigerant handling expires Tue 19 Aug for Doug Lindqvist, Book renewal; 4 jobs waiting for allocation, the first JOB-4419 on Mon 18 Aug, Allocate_ _[ 02 ]_ ### Technician qualifications Review recorded certifications, system experience, access, location, and availability. _Illustration: Skedulo job card for a rooftop package unit install in the North region, with four skill tags - HVAC Level 2, Rigging, Working at heights, Forklift licence - the site's building-clearance requirement, a Commerce City DC contractor badge, two empty slots for a team lead and a team member, and seven technicians along the foot. The Balanced Utilization recipe runs and finds 2 of 7 who match every requirement: the other five fade back, Aaron Feldman and Andre Bassett are ringed, and they fill the two slots_ _[ 03 ]_ ### Assignments and visit instructions Assign a technician and include the relevant inspection or service instructions. _Illustration: Skedulo Form Builder, Settings tab, for the Site checklist: Form type with Job form chosen over Global form; Job types as chips, Inspection with Fire safety audit added; Resource categories as chips, Inspector with Senior Technician added, so only resources in these categories see it. At the foot: Gloria Benitez, a Senior Technician, sees it on JOB-4803_ _[ 04 ]_ ### Mobile inspection records Complete configured forms and capture readings, photos, notes, and signatures. _Illustration: Skedulo web Form Builder, Build tab, for the Site checklist job form, version 3, in Draft: page 2 of 5, Hazards and PPE, lists its components - Hazards identified, Hazards recorded, PPE, and Permit to work selected - with Permit number, Permit expiry and Permit photo indented under the rule Shown when Permit to work is Yes. Beside it, the builder's preview: an iPhone showing the same page in the mobile app, scrolled to the Permit to work switch on and the permit number and expiry fields it reveals_ _[ 05 ]_ ### Corrective tasks and reinspection Configure workflows to create corrective tasks or reinspections when recorded findings meet your rules. _Illustration: A Skedulo workflow canvas for Failed check follow-up, in draft, built a step at a time: Site checklist submitted, then the rule Any check failed. On Then, Request approval from Wade Brennan and Create follow-up, Replace isolator; on Else, Complete the job and Update work order, its tile the Salesforce logo. Each card lands with the line into it_ _[ 06 ]_ ### Correction review Record corrective work and any required verification before marking the finding resolved. _Illustration: A Skedulo panel for the workflow Failed check follow-up, in draft: records and tools for three teams land in turn, each team's tool a beat after - Gloria Benitez in the field, the Site checklist with its isolator check, photo and notes, in the mobile app; Wade Brennan, supervisor, asset AST-1152 with its status, failed check and photo, on the asset page; Mark Doherty, dispatch, JOB-4871, Replace isolator, 2 hours, on the dispatch board. Then the one record trail: JOB-4803 to AST-1152 to JOB-4871_ _Tempo_ ## Review building-system service work with Tempo. Compare due inspections and urgent requests with Tempo, using the connected records and actions enabled for your scheduling team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a lapsing certification from its issue: Aaron Feldman's fire alarm certification expires tonight, and he is booked on the annual alarm inspection at 4301 Brighton Blvd on Thursday from 6:00 PM. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads his certification, the certified technicians and the access notes, and the context panel opens on his profile and the inspection. Tempo picks Curtis Mensah, certified and free; once the dispatcher starts the plan it swaps the job to him, puts the system on test and emails the building manager._ _The Toolkit_ ## Inspection coverage and open building-system findings. ### Technician requirement matching Match recorded certifications and system experience to visit requirements, alongside availability and location. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with an amber exception - skills mismatch: Aaron lacks Rooftop HVAC install, required - and the three people proposed for it along its foot_ ### Service changes with Tempo Use Tempo to help review technicians and existing visits before changing an assignment. _Illustration: Skedulo Tempo on a soft blue card. The dispatcher has asked, Hey Tempo, tell me about Doug's schedule tomorrow, and Tempo answers: Doug has 3 jobs on Thursday, from 8:00 AM to 3:00 PM, with 40 minutes of driving. A slim strip under the answer shows the three jobs across his day. Below, the message box waits for a follow-up._ ### System details and checklists Give technicians the right checklist and system context on mobile. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start_ ### Findings and follow-up workflow Configure failed checks to trigger corrective tasks or reinspections under your process. _Illustration: Skedulo workflow card, Failed check follow-up, running on JOB-4803: three steps light in turn, each tile blue as it runs and green when done, a wire filling between them - Status updated at 5:17 PM, asset AST-1152 set to Awaiting follow-up; Approval requested, waiting for Wade Brennan, then approved by him at 5:18 PM; Follow-up job created at 5:18 PM, JOB-4871, Replace isolator_ ### Inspection and finding visibility Track due visits, recorded findings, and corrective-work status. _Illustration: Analytics tile: 24 failed checks this week, down 6 on last week, as a rose bar per form - site inspection 9, pre-start 7 and the other forms 8 - and one more failed pre-start check landing_ ## ECL Group completes around 23,000 inspections a year. - **Before** - Six business units tracked inspections on separate, disconnected systems. - No shared visibility into which certified technicians were covering which sites. - **With Skedulo** - One native Salesforce system schedules and monitors every inspection. - Technicians and subcontractors work from the same live compliance schedule. - **Outcome** - 23,000+ inspections scheduled per year. - Mobile workforce management unified on a single system. > We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors. > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services - **23,000+** — inspections scheduled per year across 650+ employees [Read Story](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ## Frequently Asked Questions ### How do fire protection contractors fit urgent service calls around scheduled inspections? Keep due inspections and urgent service requests visible together. Review recorded qualifications, access, travel, and existing commitments before reallocating a technician. Tempo can help with coordination using available records. ### Can Skedulo flag a fire protection technician whose NICET level or state license has lapsed? Record relevant qualifications and expiry dates, then compare them with the inspection requirements and planned date. Your team verifies credentials, renewals, and suitability. Configure any reminders or checks required by your process. ### Can Skedulo manage recurring building system inspections? Yes. Plan recurring visits around program due dates, recorded technician qualifications, availability, and access. Review upcoming work and unassigned visits as part of your scheduling process. ### How does a failed safety check become corrective work? Teams can set up automations to create a corrective task or reinspection when a recorded finding meets your rules, and route it to an owner. The finding stays open until the corrective work and any required verification are recorded. ### Can Skedulo replace our fire inspection reporting tool? Usually not, and it does not need to. Fire inspection reporting tools produce the formatted reports and deficiency records your customers and authorities expect. Skedulo schedules and routes the technicians, captures readings, photos and signatures on mobile, and shares results with your compliance, CMMS or billing systems through APIs and integrations. ### Will deficiency notes recorded in a mechanical room without signal survive the sync? Yes. Adding notes and updating job details are documented to work offline, so they're saved on the device, marked pending and synced when the connection returns, and the technician can see what went through. A banner shows when the app is offline, and some extensions and connected actions still need a connection, so test the inspection forms you rely on before using them in plant rooms. _Keep Exploring_ ## Explore related products, site programs, and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Security & Facilities Programs - [Facilities Maintenance](https://www.skedulo.com/industries/security-facilities/facilities-maintenance/) - [Security Guarding & Patrol](https://www.skedulo.com/industries/security-facilities/security-guarding-patrol/) - [Janitorial & Cleaning Services](https://www.skedulo.com/industries/security-facilities/janitorial-cleaning-services/) ### Use Cases - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for building-system service teams. We'll explore technician scheduling, inspection records and corrective-work review alongside your reporting systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/security-facilities/janitorial-cleaning-services/" type: "page" title: "Janitorial Scheduling Software for Cleaning Crews | Skedulo" description: "Close cleaning coverage gaps before clients notice. Build recurring shifts around site access, give crews mobile checklists, and report from completion records." --- # Plan cleaning teams across your sites. Plan recurring shifts and visits around service scope and access. Give teams mobile checklists, track missed work, and record supervisor follow-up. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Cleaner squeegeeing glass partition mid-clean](https://assets.skedulo.com/uploads/hub-heroes/janitorial-cleaning-services-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Site records show the work that still needs attention. Missed tasks, access problems and staffing gaps are recorded against the site. Supervisors use that record to assign cover or corrective work, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can propose cover for them to confirm. _Runs the operation_ ### Operations manager Review site status, staffing gaps and task exceptions across client accounts. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person holding a tablet in an office lobby after hours, a cleaner with a cart behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-jcs-runs-20261009a.webp) _Plans the work_ ### Cleaning supervisor Review available staff, site access and travel when a cleaner calls out. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Person on a phone call holding a tablet in a building service corridor](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-jcs-plans-20261009a.webp) _Does the work_ ### Cleaner Open tasks and site instructions in Skedulo Mobile, then complete checklists with notes and photos. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Cleaner high-dusting atrium ledge with telescopic pole](https://assets.skedulo.com/uploads/photo-library/security-facilities/janitorial-cleaning-services/jcs-02-b.webp) _How it runs_ ## Recurring cleaning, site records and supervisor review. _[ 01 ]_ ### Recurring services and special cleans Turn recurring cleaning, special cleans, and client requests into scheduled work. _Illustration: Skedulo roster builder for Dockside Precinct, Sat 1 to Fri 7 Mar 2026: three shift template cards - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day mini roster. The week builds from the templates for Carol Ng, a cleaner, and Kevin Maszaros, the team leader, and the open Sunday afternoon cleaner shift sits dashed. Under it the cell's two paths: Allocate, Bridget Hanley with Available, Qualified and Award OK ticked, and Offer, Targeted 4 eligible, respond in 12 h, first to accept. Allocate fires and the cell goes solid with her initials_ _[ 02 ]_ ### Availability and access Review availability, location, site requirements, and shift times before assigning staff. _Illustration: On a hatched ground, a Skedulo card tracking an open-shift offer: Sat 8 Mar at Dockside Precinct, a 2pm - 10pm afternoon cleaning shift, unassigned and Under offer. The rule line reads Targeted - 4 eligible, first to accept, to Dockside cleaners and the on-call agency cleaner; Carol Ng has seen it and Gloria Benitez declines. Expand offer turns it to Broadcast - 9 eligible, widened to agency cleaners and the Tower A team; Bridget Hanley accepts, Allocate puts her on the shift, the pill turns Allocated and a green line says 8 others were notified_ _[ 03 ]_ ### Site assignments Publish shifts, visits, and tasks, including any scheduled supervisor checks. _Illustration: On a hatched ground, a Skedulo roster panel after publish: 1 - 28 Mar 2026, Dockside Precinct, Cleaning, marked Published with a green pill; the week strip solid and filled; under it the notices sent on three days, each with a green tick - Sat 1 two morning shifts filled, Mon 3 double-booking resolved, Fri 7 cover for Gloria confirmed - then 19 people notified, and a Change log button where Publish stood_ _[ 04 ]_ ### Mobile cleaning records Complete configured checklists and capture notes, photos, and issues at the site. _Illustration: On a hatched ground, a Skedulo mobile service completion form card: Follow-up needed switches on and a dashed section opens with Reason, chosen as Supplies on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the client signature line fills with Helen Pryor's signature, signed at 3:24 PM_ _[ 05 ]_ ### Callouts and replacement cover Review suitable cover and affected visits when a cleaner is unavailable, with help from Tempo. _Illustration: Skedulo Tempo's options for covering JOB-4841 on a pale blue panel, ranked by earliest arrival: Bridget Hanley first and picked, 2:30 PM with 30 minutes of overtime, then Gloria Benitez, 3:45 PM and 6 minutes away, then Aaron Feldman, 5:22 PM. The supervisor tells Tempo what matters in their own words - Keep Dana's window, then least travel - and Tempo re-ranks: Gloria rises to the top, picked for the least travel, Bridget drops to second, and Aaron misses Dana's window_ _[ 06 ]_ ### Reviewed service and time records Use configured reports and integrations to share work results. Send approved time and attendance to payroll where connected. _Illustration: Skedulo timesheet console for Dockside Precinct, 1 to 7 Mar, approver Jen Alvarez: hours worked 800h against 792h scheduled, exceptions 0, pending 0; five timesheets with scheduled and worked hours side by side - Carol Ng 40h, Gloria Benitez 32h, Kevin Maszaros 30h scheduled and 30.3h worked, Doug Lindqvist 28h, Bridget Hanley 24h - every row Approved; Kevin's flag reads 0.3h OT approved by Jen Alvarez, Doug's Matched to shift, auto-resolved; the foot reads Sent to payroll, 800 h, $64,020 beside a green Approved button_ _Tempo_ ## Review site cover with Tempo. Compare available staff, review site assignments and prepare follow-up with Tempo, using the records and actions enabled for your supervisors. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a cleaning schedule change from its issue: a tenant event fills Tower A's lobby at Dockside Precinct from 6:00 to 11:00 PM, the hour the night crew cleans it, and the contract wants it clean and dry by 7:00 AM. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the event booking, the crew's route and who could work early or late, and the context panel opens on the night clean and the contract. Tempo picks the day porter, Bridget Hanley, at 5:00 AM; the plan starts the crew upstairs, offers her the start and rosters her._ _The Toolkit_ ## Cleaning schedules with site-level accountability. ### Recurring site scheduling Schedule recurring routes, shifts, sites, and staff roles across every account. _Illustration: Skedulo roster panel before publish: the period 1 - 28 Mar 2026 for Dockside Precinct, Cleaning, marked Draft; a week strip Sat 1 to Fri 7 with three dashed shift cells a day in morning green, afternoon blue and night purple, two amber Open cells on Sat 1, a rose double-booking on Mon 3 and a cyan Offer cell on Fri 7; under it the checks - Sat 1 two unassigned morning shifts, Mon 3 Doug Lindqvist double-booked, Fri 7 one shift under offer - and Publish held beside 3 to resolve_ ### Staffing changes with Tempo Review replacement-staff and route options with Tempo using your enabled records and actions. _Illustration: Skedulo Tempo's chat, empty but for its mark and What can I help you with?: the supervisor types into the composer, Who can cover Doug's afternoon without breaking Dana's window?, and sends it. Tempo gathers context, a chip for each record it reads - the absence at 1:26 PM, Dana's window 2:00 - 5:00 PM, 3 people nearby - settles to Context generated, 3 sources, and streams its answer: Gloria Benitez can. She's free from 3:30 PM, 6 minutes away, and would arrive 3:45 - 4:15 PM, inside Dana's window_ ### Mobile site checklist Give teams tasks and site instructions on mobile, with updated assignments available as they sync. _Illustration: Skedulo mobile site checklist card: Restrooms serviced, Level 3, is ticked, then the sanitiser strength is typed in at 64 ppm against an acceptable range of 52 to 58 ppm and marked High in rose, and a dashed section opens under it - Likely cause, chosen as Dispenser over-dosing, and a Test strip photo field that takes its requirement: its empty tile turns rose and reads Required to complete_ ### Task and quality review Record completed work, supervisor checks, and corrective actions using configured forms and workflows. _Illustration: Analytics tile: 97% clean closeouts of 312 completed jobs, up 1 point, with a bar each for forms complete 99%, photos attached 95% and sign-off captured 96% - the photos bar filling from 94%_ ### Supervisor visibility Review site status, staffing gaps and task exceptions across client accounts. _Illustration: Analytics tile: 14 exceptions this week across 338 jobs, down 4, stacked per weekday in amber for late, rose for blocked and grey for cancelled - and one of Friday's two lates clearing_ ## ECL Group turned six disconnected systems into one live schedule. - **Before** - Disconnected software systems across the organization. - Some systems had field service capabilities while others had only scheduling ability. - **With Skedulo** - One native Salesforce system schedules, allocates, and monitors every visit. - Skedulo is providing further visibility throughout the business and to its customers. - **Outcome** - 23,000+ site visits scheduled per year. - One unified process across 650+ employees. > We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors. > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services - **23,000+** — site visits scheduled per year across 650+ employees [Read Story](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ## Frequently Asked Questions ### What should janitorial scheduling software handle for a contract cleaning company? It should build recurring shifts and routes around each site's cleaning scope, frequency and access hours, then give crews checklists on their phones. It also needs a fast way to cover a callout and records supervisors can use for client reporting. Skedulo covers each of those steps in one flow. ### Can Skedulo plan recurring cleaning routes around building access? Yes. Routes and shifts can be planned around service frequency, territory, crew capacity and the hours each building is open to cleaners. When a callout disrupts the plan, Tempo proposes coverage for a supervisor to approve. ### What happens when a cleaner calls out? Review available staff, site access, travel, and existing assignments before confirming cover. Tempo can help with the coordination using available records. Update the site assignment and follow up on any work still uncovered. ### Can Skedulo capture proof of cleaning for client reporting? Yes. Crews complete configured checklists and capture photos, notes and issues on site. Supervisors review completed work, missed tasks and exceptions before those records go into client reporting. ### How is Skedulo different from a janitorial management app? Coordinate recurring shifts, site visits, mobile tasks, and reviewed time records. Our Pulse Platform supports additional client, site, and service workflows, including operations that combine cleaning, security, and maintenance. Confirm specialist requirements during solution design. ### What happens when a cleaner's phone has no signal inside the building? Cleaners can keep working. Actions documented to work offline, such as job updates and notes, are saved on the phone and sync when the signal returns, with a banner showing the app is offline. Clock-in and other steps your setup relies on may need a connection, so test them in each building's dead zones before rollout. _Keep Exploring_ ## Explore related products, site programs, and use cases. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Security & Facilities Programs - [Facilities Maintenance](https://www.skedulo.com/industries/security-facilities/facilities-maintenance/) - [Fire, Life Safety & Building Systems](https://www.skedulo.com/industries/security-facilities/fire-life-safety-building-systems/) - [Security Guarding & Patrol](https://www.skedulo.com/industries/security-facilities/security-guarding-patrol/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for contract cleaning. We'll explore recurring site work, staff cover, mobile checklists and client reporting. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/security-facilities/security-guarding-patrol/" type: "page" title: "Security Guard Scheduling for Patrol Teams | Skedulo" description: "Keep every post covered with the right guard. Schedule by license, clearance and post hours, share post orders on mobile, and recover callouts with approval." --- # Schedule guards for posts and patrols. Plan around recorded credentials, site clearance, post hours, and location. Review suitable replacements when coverage changes. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Officer sweeping torch beam along loading dock at dusk](https://assets.skedulo.com/uploads/hub-heroes/security-guarding-patrol-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Guard coverage across posts, patrols and sites. A replacement guard still needs the license and site clearance for the post. Supervisors check both before proposing a replacement, and officers get the post orders on their phones. _Runs the operation_ ### Operations manager Review recorded coverage, patrol activity, incidents and exceptions across every site. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop in a control room with a wall of camera feeds](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-sgp-runs-20261009a.webp) _Plans the work_ ### Scheduling supervisor Review recorded licenses, site clearance and existing assignments when a relief guard is unavailable. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker on a desk phone at a computer](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-sgp-plans-20261009a.webp) _Does the work_ ### Security officer Read post orders and complete patrol tasks, check-ins and incident forms in Skedulo Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Person in a dark uniform using a phone in a parking structure](https://assets.skedulo.com/uploads/photo-library/stock/persona-sf-sgp-does-20261009a.webp) _How it runs_ ## Post coverage, patrol activity and site reporting. _[ 01 ]_ ### Posts, shifts and patrol requirements Record the post, shift, patrol tasks, or scheduled response work that needs coverage. _Illustration: Skedulo demand forecast for Dockside Precinct, Sat 8 to Fri 14 Mar 2026: drivers fed in - patrol checkpoints, 28 points from the guard tour; visitor sign-ins, 64 a day from the front desk; an open day on Sat 8 Mar as an event band, x1.2 officers - the rules as chips (1 officer per gate, minimum 2 officers on site, operating hours 6am - 10pm) and the Patrol Officer forecast in hours as a range, a target line and planned bars. The open day applies, Saturday's target climbs above its bar and the foot reads Required 20, Planned 19, To fill 1, $64,020 of $68,000_ _[ 02 ]_ ### Credentials and site clearance Review recorded credentials, site clearance, availability, location, and existing assignments. _Illustration: Skedulo roster check for Dockside Precinct, 1 - 7 Mar: five rules under their source, each with its threshold and an outcome pill. Security Services Award 2020 (MA000016) v2026.1: minimum rest between shifts 10h, maximum weekly hours 38h Warn, meal break Pass. Dockside scheduling policy v3: minimum staffing 2 officers on site and a current security licence, both Pass. Under the rest rule a Why panel: Doug Lindqvist, Mon 3 afternoon to Tue 4 morning, rest gap 8h against 10h - moved to open shifts, the gap reads 32h and the rule passes. The foot reads Ready to publish, beside Publish roster_ _[ 03 ]_ ### Published assignments Publish post assignments, patrol tasks, and planned supervisor coverage. _Illustration: On a hatched ground, the Skedulo Publish complete dialog: published 56 shifts, everyone on the roster has been notified. Under Notices, each with a View link: Sat 1, 2 unassigned morning shifts still open; Mon 3, double-booking resolved before publish; Fri 7, Gloria Benitez is on leave - cover confirmed. Ok closes it_ _[ 04 ]_ ### Post orders and mobile records Read post orders and complete configured patrol tasks, check-ins, and incident forms. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: Kevin Maszaros's Summary at 1:52, today's 2pm - 10pm shift starting in 8 minutes and his next three shifts at Dockside Precinct. A banner offers an open shift on Sunday 9 March; its page shows the site on a map, the role, Patrol Officer, and Accept, which is pressed. At 2:00 his shift at the North Gate opens: Start shift is pressed, the shift is in progress with its start recorded, and at 5:48 the perimeter patrol task is ticked done, the shift log and the patrol and incident forms below_ _[ 05 ]_ ### Absences and patrol exceptions Supervisors review reported absences or patrol exceptions and agree cover or follow-up under site procedures. _Illustration: On a hatched ground, a Skedulo cover request beside a slice of the roster: Carol Ng cannot work Wed 5, unavailable - family, her 6am - 2pm morning shift at the North Gate. Under it two who can cover - Gloria Benitez with a green tick, licensed, rest 16h OK, and Doug Lindqvist with an amber warning, he would hit 38h max - and the line Security award checked. On the slice, Wed 5 is tagged Needs cover, the morning shift slides from Carol's cell down to Gloria's, and the card's foot turns green: Confirmed, Carol notified_ _[ 06 ]_ ### Reviewed site reports Use configured reporting to bring together attendance, patrol records, incidents, and notes for review. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, standing on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313_ _Tempo_ ## Review guard coverage with Tempo. Compare post assignments and staffing options with Tempo using your enabled records and actions. Incident handling and emergency response follow your designated procedures. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a missed check-in from its issue: patrol officer Carol Ng hasn't checked in for the North Gate's 6:00 AM post at Dockside Precinct, and Gloria Benitez, on nights since 10:00 PM, holds the gate. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the missed check-in, the officers off today and the post orders, and the context panel opens on the post and the contract. Tempo picks Tane Fifita, licensed and badged for Dockside; once started, the plan texts Carol, who is safe, offers Tane the post and relieves Gloria at 6:40 AM._ _The Toolkit_ ## Post coverage with patrol and incident records. ### Post and shift coverage Schedule guards by post, credential, shift, and availability. _Illustration: Skedulo card for the officers on #4809, 3 of 4 filled: under Watch leader, Aaron Feldman, tagged Watch leader and Dispatched; under Members, Andre Bassett, Dispatched, and Brooke Feeney, Confirmed_ ### Staffing changes with Tempo Review possible replacements with Tempo; supervisors confirm eligibility and the assignment. _Illustration: Skedulo Tempo's queue of issues sorted by state, on a pale blue panel. Under In progress, Doug Lindqvist called out: JOB-4841 is open while Tempo works it - Gather context ticks done with 3 sources, Compare technicians finds Gloria Benitez fits, Prepare the change readies the reassignment to Gloria - and a line beside Tempo's mark says what it is doing as it goes, until the change is ready for review. The walk-in cooler at Harvest Table is in progress too, and Waiting for a response runs on below_ ### Post orders on Mobile Give guards post orders, patrol tasks, and configured incident forms on mobile. _Illustration: Skedulo mobile patrol handover form card: Perimeter patrol at 9:30pm and Gate 3 lock replaced are ticked done, Radio battery low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ ### Incident and patrol records Capture photos, notes, and task results, with escalation routed by configured workflows. _Illustration: Skedulo mobile incident form card: the question Incident on this round? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the control room before you leave - then Control room called is ticked and Follow-up needed is chosen as Supervisor review in 24 hours_ ### Supervisor visibility Review recorded coverage, patrol activity, incidents, and exceptions across every site. _Illustration: Analytics tile: 94% of shifts started on time this week - the 98 scheduled shifts as a grid of small squares in the order they started, green for on time, six amber for late and one rose for an absence - and the last shift clocking in on time_ ## ECL Group unified their mobile workforce management processes on a single system. - **Before** - Disconnected software systems across the organization. - Some systems had field service capabilities while others had only scheduling ability. - **With Skedulo** - One native Salesforce system schedules, allocates, and monitors every assignment. - Skedulo is providing further visibility throughout the business and to its customers. - **Outcome** - 23,000+ assignments scheduled per year. - One unified process across 650+ employees. > We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors. > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services - **23,000+** — assignments scheduled per year across 650+ employees [Read Story](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ## Frequently Asked Questions ### What should a security company look for in guard scheduling software? Look for post requirements, maintained qualification records, availability, mobile post orders, and reviewable patrol and incident records. Confirm your license checks, escalation procedures, and reporting needs during solution design. ### Can Skedulo schedule guards by post, license and site clearance? Yes. Use recorded licenses, site clearances, availability, and location when reviewing assignments. Record expiry dates and review them against the shift date. Your organization verifies credentials and confirms eligibility. ### Can guards record patrol checks and incidents on mobile for client site reports? Yes. Guards read post orders and complete configured patrol tasks, check-ins and incident forms, including photos, notes and severity, and workflow rules route incident reports to a supervisor for review. Configured reports then bring coverage, patrol activity, incidents and exceptions together by site, with the review steps you've agreed with each client. ### When relief doesn't show, how fast can a supervisor find a licensed replacement? The time depends on suitable staff availability and travel. Confirm the absence, then review recorded licenses, site clearance, and existing assignments. Tempo can help with coordination using available records; supervisors confirm cover and follow site procedures for an unstaffed post. ### Can a general employee scheduling app like Deputy handle guard scheduling? Skedulo connects shift scheduling with configured post orders, patrol tasks, incident forms, and site reporting. Our Pulse Platform supports additional operational records and workflows. Validate specialist patrol and response requirements during solution design. ### Can guard hours go to payroll by employee and by site? Yes, through integrations. Guards clock in and out against each shift at each post, and approved time records go to payroll systems such as Workday or ADP through integrations. Because every entry is tied to the guard and the post's shift, the export can be mapped by employee and by site, with the exact fields set by the integration you configure. _Keep Exploring_ ## Explore related products, site programs, and use cases. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Security & Facilities Programs - [Facilities Maintenance](https://www.skedulo.com/industries/security-facilities/facilities-maintenance/) - [Fire, Life Safety & Building Systems](https://www.skedulo.com/industries/security-facilities/fire-life-safety-building-systems/) - [Janitorial & Cleaning Services](https://www.skedulo.com/industries/security-facilities/janitorial-cleaning-services/) ### Use Cases - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for guarding and patrol operations. We'll explore post scheduling, staff cover and reviewed patrol and incident records. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/telecommunications/customer-premise-service-appointments/" type: "page" title: "Telecom Service Appointment Scheduling | Skedulo" description: "Book telecom service appointments around technician skills and travel, recover late routes before windows close, and send customers ETA updates." --- # Plan technician visits around customer windows. Match work to technician skills, availability and travel. Job history and forms are available in Mobile, with configured messages for appointment updates. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Tech clipping cable neatly along skirting run in entry hall](https://assets.skedulo.com/uploads/hub-heroes/customer-premise-service-appointments-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Route changes handled with the customer's window in view. A late job, missing skill or access problem can affect later appointments on the route. Remaining appointments and customer details inform dispatchers' decisions about schedule changes and updates. _Runs the operation_ ### Field service manager See appointment progress and late-running work, with backlog and technician utilization in reporting. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Worker checking a smartphone at a front gate](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-10-b.webp) _Plans the work_ ### Dispatcher Review remaining appointments when a visit runs long, then update affected technicians and customers. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk, a route map and schedule on two monitors](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### Service technician Review job history on Mobile, then capture notes, forms, photos, test results and signatures. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician walking from van to front door with tool case](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-07-a.webp) _How it runs_ ## From booking to visit follow-up. _[ 01 ]_ ### Requests and appointment windows Bring installation, repair, upgrade, or service requests into scheduling with the customer window, address, and job details. _Illustration: A Skedulo job panel for JOB-4821, a business router install in unit 2, Wed 13 Aug 2:00 - 3:30 PM, its technician en route: the Details section lists the job type, the description - install and configure a managed router and verify failover - urgency Normal and the account, Summit Corp, with Resources and Tasks folded below._ _[ 02 ]_ ### Skills, access and equipment needs Review required skills, equipment needs, access arrangements, expected duration, and customer details before assignment. _Illustration: A Skedulo group message between dispatcher Mark Doherty, technician Gloria Benitez and Odette Ferreira from customer care: Mark asks whether everything is set for the 2:40 visit at Pioneer Health, Odette confirms the site contact Helen will meet Gloria at the dock, and Gloria says she will message when she is 15 minutes out. A message box waits below._ _[ 03 ]_ ### Technician allocation Match skills and availability to the job, accounting for travel and the customer's appointment window. _Illustration: Skedulo Tempo's options for covering a customer's 2:00 - 5:00 PM window, re-ranked by the window and then by least travel: Gloria Benitez first, arriving 3:45 PM inside the window and 6 minutes away, marked Least travel; Bridget Hanley inside the window but 18 minutes away and into overtime; Aaron Feldman last, arriving 5:22 PM after his rooftop job and missing the window. The ranking rule sits at the foot: keep the customer's window, then least travel._ _[ 04 ]_ ### Visit results on Mobile Capture notes, forms, photos, test results, and any required signature on mobile. Flag unresolved work for follow-up. _Illustration: A Skedulo mobile form recording the visit: arrival time Wednesday 13 August at 4:05 PM, customer name Helen Pryor, overall outcome Pass with Actions, and access notes for whoever attends next - signed in at reception and escorted to the plant room, enclosure key collected on arrival and returned before leaving the site._ _[ 05 ]_ ### Customer communications Configure confirmation, arrival, delay, completion, and reschedule messages around appointment status changes. _Illustration: A Skedulo job panel for JOB-4821, a business router install in unit 2, Wed 13 Aug 2:00 - 3:30 PM, open on Route information: 5.8 miles, arriving 2:42 PM with a 6 minute delay in heavy traffic. The visit's steps run down a timeline - confirmed at 9:41 AM, en route at 2:10 PM with an SMS sent to the customer, then arrived on site, job in progress and job complete still to come._ _[ 06 ]_ ### Connected service records Use integrations to send results and follow-up details to customer, service, billing, and reporting systems. _Illustration: A small Skedulo integrations map, Connected: Skedulo in the middle, Salesforce and Workday wired in with work orders and worker details, Salesforce and Finance wired out with job status and invoicing, a packet running along each wire._ _Tempo_ ## Review appointments and route changes with Tempo. Compare technician assignments and prepare customer updates with Tempo, using the appointment records and actions enabled for your dispatch team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a late-running appointment from its issue: squirrels chewed through the drop at Doug Lindqvist's repair, and replacing it makes him miss Grace Liu's 1:00 - 3:00 PM install window. The issue lands in red on a blank screen and becomes the task's header; Tempo reads his job notes, his afternoon and the technicians nearby, and the context panel opens on his late afternoon and Grace's install. Tempo picks Lupe Cervantes, free and 12 minutes away; once the dispatcher starts the plan it assigns her, texts Grace a 1:30 PM arrival and sends Doug on to his 3:00 PM._ _The Toolkit_ ## Appointments with job history and customer updates. ### Appointment-aware scheduling Schedule by skill, route, availability, and appointment window. _Illustration: A Skedulo scheduling objectives card, marked Active: three objectives in ranked order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules every assignment must meet: licensed for the job type and within 25 miles of home base, both on, with overtime to close a gap left off._ ### Appointment changes with Tempo Review route-change options and prepare customer messages with Tempo when appointments need to move. _Illustration: Skedulo Tempo answering the dispatcher's question, Hey Tempo, tell me about Doug's schedule tomorrow: Doug has 3 jobs on Thursday, from 8:00 AM to 3:00 PM, with 40 minutes of driving, a slim strip under the answer showing the three jobs across his day. A message box waits for a follow-up._ ### Job history and forms on Mobile Give technicians job history and forms to record visit notes, photos, test results, and required signatures. _Illustration: A Skedulo mobile form card closing a visit: Follow-up needed is switched on, the reason Part on order and the return window Fri 15 Aug, 8:00 - 10:00 AM chosen, and the customer, Helen Pryor, signs at 3:24 PM._ ### Appointment messages Configure reminders, ETA, arrival, delay, reschedule, and completion messages around appointment status changes. _Illustration: A Skedulo Tempo card showing what it did once the plan was approved: View agent reasoning folded above a box headed Actions complete, three tools each ticked green - the Skedulo API assigned JOB-4841 to Gloria, the message composer drafted the text to the customer, and the notification gateway sent it to her by SMS._ ### Dispatcher visibility See appointment progress and late-running work. Use reporting to track backlog and technician utilization. _Illustration: A Skedulo Analytics tile: 11% of the North region's jobs started late, up 5 points, with one bar per week from 23 Jul to 13 Aug splitting on-time starts, late starts and cancellations - late starts growing from 7 to 18._ ## Connexin doubled its workforce without losing the customer experience. - **Before** - Manual and legacy Field Service Salesforce scheduling couldn't keep pace with the company's growth. - Completed job details only reached the office once an engineer got back, with no photos or real-time visibility. - **With Skedulo** - Skedulo bridges the office and field teams, with job status, photos, and handover notes visible in real time. - API integration lets customers book their own appointments around their availability. - **Outcome** - Workforce doubled year over year without losing schedule control. - A more reliable, connected appointment experience from booking to closeout. > We can now offer a greater customer experience, as well as a greater work experience for our scheduling teams and our engineering teams. > > — Emily Halsey, Engineering Operations Manager, Connexin - **2x** — workforce grown year over year [Read Story](https://www.skedulo.com/customers/connexin/) ## Frequently Asked Questions ### Can Skedulo schedule customer-premise appointments? Yes. Schedule using recorded technician skills, availability, travel, and customer windows. Review remaining appointments when a visit runs long, then update affected technicians and customers. ### How wide should telecom appointment windows be? Use your actual visit durations, travel, access arrangements, and available capacity to set windows. Review performance before narrowing them. Mastermind supports route optimization using the travel inputs available in your configuration. ### Can Skedulo send ETA and delay updates to customers? Yes. Configure messages for confirmations, expected arrivals, delays, and completion using your chosen triggers and channels. Timing depends on the recorded updates and message setup; confirm who follows up when plans change. ### Can customers book or change their own appointment? Yes. Connexin's software team integrated its own CRM with Skedulo through the API, so customers book their own jobs online without calling or emailing. Skedulo Public Pages can also be built as branded booking pages that offer times from your availability and booking rules, and let customers reschedule within those rules. ### Can Skedulo capture mobile visit closeout? Yes. Technicians review job history and capture forms, photos, test results, notes and required signatures on mobile. Mandatory forms and required fields can be set per visit type, and work needing follow-up is recorded before the technician leaves. ### Can Skedulo connect appointment data to CRM and OSS/BSS systems? Yes. APIs and integrations can share appointment, completion and billing status with CRM, OSS/BSS and reporting systems. Scope depends on the connected systems and permissions. _Keep Exploring_ ## Explore related products, telecom programs, and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Telecommunications Programs - [Fiber & Broadband Installation](https://www.skedulo.com/industries/telecommunications/fiber-broadband-installation/) - [Wireless & Tower Field Services](https://www.skedulo.com/industries/telecommunications/wireless-tower-field-services/) - [Network Maintenance & Outage Response](https://www.skedulo.com/industries/telecommunications/network-maintenance-outage-response/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for customer service appointments. We'll explore technician scheduling, mobile service records and communications around your customer windows. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/telecommunications/fiber-broadband-installation/" type: "page" title: "Fiber & Broadband Installation Scheduling | Skedulo" description: "Schedule fiber and broadband installs around access, equipment and customer windows, capture test results on mobile, and hand off for activation." --- # Schedule fiber and broadband installation visits. Plan around technician skills, equipment needs, site access, and customer windows. Capture installation results and track work still needed for activation. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Tech dressing fiber tails into trays at open street cabinet](https://assets.skedulo.com/uploads/hub-heroes/fiber-broadband-installation-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Access, equipment and permissions affect the install date. If access isn't arranged or equipment isn't staged when the technician arrives, the truck roll is wasted and the customer needs a new date. Managers, schedulers and technicians each see what's outstanding, and activation is tracked separately. _Runs the operation_ ### Installation manager Review which installs are ready and which still wait on access, equipment or permissions. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person holding a tablet beside an open service van with cable reels inside](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-fbb-runs-20261009a.webp) _Plans the work_ ### Install scheduler Revise affected appointments and customer updates when access or equipment blocks the planned work. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker on a desk phone pointing to a schedule on a laptop](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-cpp-20261007a.webp) _Does the work_ ### Fiber technician Complete installation forms in Skedulo Mobile, recording photos, test results and required signatures. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician feeding cable at a new wall outlet](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-08-b.webp) _How it runs_ ## Install orders, field results and activation review. _[ 01 ]_ ### Install orders and preparation Record the survey, installation, or contractor task with its territory, customer window, and preparation status. _Illustration: A Skedulo card for the Dynamics 365 integration, Connected with 2 data flows: work order 72514, raised from a customer case at 1:14 PM, comes in through Work Orders to Jobs in real time and becomes JOB-4897 with Doug Lindqvist as the best match, 1 synced in 0.8 seconds._ _[ 02 ]_ ### Site and customer readiness Review access, required permissions, equipment needs, technician skills, and the customer window for the planned visit. _Illustration: A Skedulo job panel for JOB-4821, a business router install in unit 2, Wed 13 Aug 2:00 - 3:30 PM, its technician en route, open on Job tasks: isolate and tag the supply and swap the faulty unit are ticked, test and record readings and customer sign-off are still open._ _[ 03 ]_ ### Technician assignments Match skills, availability, and travel to the appointment. Give the technician the installation details and site instructions. _Illustration: A Skedulo best match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 1.9 miles from her previous job, then Doug Lindqvist at 81, whose route would cross territory, and Bridget Hanley at 64, whose shift ends at 3:30 PM - candidates ranked by skills, location and availability together._ _[ 04 ]_ ### Installation results on Mobile Capture forms, photos, test results, notes, and any required signature on mobile. Record work still needed for activation. _Illustration: A Skedulo mobile signature pad: the customer, Helen Pryor, has signed on the glass and printed her name, Save is live, and the captured signature is stamped Wednesday 13 August at 5:16 PM - the customer's sign-off on the work._ _[ 05 ]_ ### Blocked visits and revised dates When access or equipment prevents the planned work, assign the preparation task and revise affected appointments and customer updates. _Illustration: A Skedulo job card attached to a message, flagged 26 minutes over: job #4821 at 123 Birch St, window today 2:00 - 3:30 PM, technician Gloria Benitez. Under it dispatcher Mark Doherty replies at 9:08 AM: updating the ETA and texting the customer now, Pioneer Health has been notified - marked Schedule updated._ _[ 06 ]_ ### Activation records and review Use integrations to share installation results and outstanding work with network, customer, and billing systems. Track activation status separately from the visit record. _Illustration: A Skedulo card for JOB-4803, completed Wed 5:21 PM, sending its results to connected systems: the job status to Salesforce, marking the work order Completed at 5:21 PM; the completed work to Finance for invoicing; and the approved hours, Gloria Benitez 7.25 hours, to Workday - each row ticking as it is sent until all 3 are sent._ _Tempo_ ## Review installation capacity with Tempo. Compare technician assignments, check access arrangements and prepare customer updates with Tempo using your enabled records and actions. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an install blocked by a utility locate from its issue: the 811 ticket for the 1900 block of S Emerson St in Denver has every utility marked except gas, so three buried fiber drops can't be dug today. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the locate ticket, the block's installs and the crew's day, and the context panel opens on the ticket and the block's map. Tempo picks Tuesday at 8:00 AM, after the gas marks; once the dispatcher starts the plan it moves the installs, texts the customers and gives the crew two aerial drops._ _The Toolkit_ ## Installation planning with preparation status attached. ### Route-aware install scheduling Schedule around technician skills, travel, service targets, and customer windows. _Illustration: A Skedulo time window card for job #4821, marked Within SLA: on a 1 PM to 4 PM axis the job sits between start after 2:00 PM and end before 3:30 PM, and below it the service level - respond within 4 hours, by 1:06 PM._ ### Installation changes with Tempo Review technician changes, route options and customer updates with Tempo when an installation plan changes. _Illustration: Skedulo Tempo's chat: the dispatcher asks who can cover Doug's afternoon without breaking Dana's window. Tempo gathers context from 3 sources - the absence at 1:26 PM, Dana's 2:00 - 5:00 PM window and the 3 technicians nearby - and answers that Gloria Benitez can: she is free from 3:30 PM, 6 minutes away, and would arrive 3:45 - 4:15 PM, inside the window._ ### Mobile installation records Technicians can complete installation forms and record photos, test results and required signatures in Mobile. _Illustration: A Skedulo mobile form card from a fiber install: the milestone ONT mounted and powered is ticked, then the drop loss at the ONT is typed in as 4.8 dB and flagged High against an acceptable 0 to 3.5 dB, so the form asks for the likely cause - a dirty patch connector - and requires a meter photo before the job can be completed._ ### Preparation workflows Set up tasks for outstanding access, equipment, permission, or customer arrangements before dispatch. _Illustration: A small Skedulo workflow card, Failed check follow-up on JOB-4803, its run drawn down a line: set the asset status to Awaiting follow-up, request approval from Wade Brennan, approved, then create a follow-up job - JOB-4871 - each step ticked green._ ### Customer appointment messages Send reminders, arrival, delay, and completion messages through configured appointment workflows. _Illustration: A Skedulo Tempo card showing what it did once the plan was approved: View agent reasoning folded above a box headed Actions complete, three tools each ticked green - the Skedulo API assigned JOB-4841 to Gloria, the message composer drafted the text to the customer, and the notification gateway sent it to her by SMS._ ## Rocket Fiber turned mobile scheduling into a competitive advantage. - **Before** - Manual scheduling struggled to keep pace with a fast-growing fiber rollout. - Dispatchers had limited visibility into technician routes and appointment windows. - **With Skedulo** - Mobile workforce scheduling runs on one system built for a fast-growing ISP. - Technicians and dispatchers share the same live schedule and job context. - **Outcome** - Efficiency in scheduling mobile workers in a demanding market. - A more reliable first-time connection experience for customers. > Skedulo helps change fiber installation by improving customer expectations and effectively scheduling mobile workers in a demanding market. - **68%** — increase in customer satisfaction [Read Story](https://www.skedulo.com/customers/rocket-fiber/) ## Frequently Asked Questions ### Can Skedulo schedule fiber installers? Yes. Use recorded skills, equipment requirements, availability, travel, and customer windows. Keep preparation status with the visit and confirm outstanding prerequisites before dispatch. ### What causes failed fiber installs, and how can scheduling help? Common causes are site access not arranged, equipment not staged, and permissions still missing when the technician arrives. Tracking those items on the job before dispatch shows which installs are ready. For the ones that aren't, teams can set up an automation to create a preparation task, and the appointment is revised instead of wasting a truck roll. ### Can Skedulo support customer appointment windows? Yes. Install appointments are booked around customer windows, and teams configure confirmation, ETA, delay and completion messages tied to status changes. When a route runs long, dispatchers see which windows are at risk and can resequence stops. ### Can fiber technicians close out an install where coverage is patchy? Yes, for the actions documented to work offline. In a basement or a new-build street with no coverage, those changes are stored on the device, marked pending and sent once the signal is back. Technicians record installation forms, photos, test results and required signatures on mobile, though completing the visit record doesn't confirm service activation. ### Can Skedulo track fiber build progress at the drop or splice level? Our Pulse Platform can hold additional fields and related records for your installation process. Network inventory, design, and splice-management requirements need separate evaluation; connect the relevant systems through configured integrations and agree record ownership. ### Can Skedulo connect install data to CRM and OSS/BSS systems? Yes. APIs and integrations can share order, appointment and completion status with CRM, OSS/BSS and billing systems. Scope depends on the connected systems and permissions. _Keep Exploring_ ## Explore related products, telecom programs, and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Telecommunications Programs - [Customer Premises Service Appointments](https://www.skedulo.com/industries/telecommunications/customer-premise-service-appointments/) - [Wireless & Tower Field Services](https://www.skedulo.com/industries/telecommunications/wireless-tower-field-services/) - [Network Maintenance & Outage Response](https://www.skedulo.com/industries/telecommunications/network-maintenance-outage-response/) ### Use Cases - [Installation](https://www.skedulo.com/use-cases/installation/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for fiber and broadband installation. We'll explore site readiness, technician scheduling and field records alongside your activation process. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/telecommunications/network-maintenance-outage-response/" type: "page" title: "Network Outage Response & Maintenance Dispatch | Skedulo" description: "Dispatch telecom repair crews by network priority and SLA, reschedule the maintenance an outage displaces, and send repair results back to the NOC." --- # Field repair dispatch alongside planned network maintenance. Use network-operations priorities to dispatch suitable technicians. Track repairs, reschedule displaced maintenance, and share field results for restoration checks. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Tech running diagnostics on rugged laptop at van's fold-down bench](https://assets.skedulo.com/uploads/hub-heroes/network-maintenance-outage-response-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Outage repairs without losing the maintenance plan. Urgent repairs draw crews away from planned maintenance. Network operations sets the priority, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can recommend a dispatch for review. The maintenance a reassignment displaces still needs an owner and a new date. _Runs the operation_ ### Network field manager Track field-job progress and response targets, with backlog and utilization by region. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker using a laptop in an operations room with wall screens](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-nmo-runs-20261009a.webp) _Plans the work_ ### Network dispatcher Dispatch a suitable technician or crew against the recorded response target. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker with a headset at a desk](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-nmo-plans-20261009a.webp) _Does the work_ ### Network technician Follow work instructions in Skedulo Mobile, capturing photos, readings, tests and notes. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician in a hi-vis vest using a handheld meter at an open street cabinet](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-nmo-does-20261009a.webp) _How it runs_ ## From repair request to restoration review. _[ 01 ]_ ### Network tickets and planned work Use integrations to bring repair requests from network or ticketing systems into scheduling, alongside planned maintenance and supplied service priorities. _Illustration: A Skedulo card for the Zendesk integration, Connected with 2 data flows: ticket 31207, a customer whose internet is down and needs a visit, comes in through Tickets to Jobs in real time at 10:42 AM and becomes JOB-4883 with the customer's history added; once the visit is booked for Thursday at 2:00 PM, the ticket is updated, Visit booked._ _[ 02 ]_ ### Priority and response requirements Review the priority from network operations alongside skills, location, access, travel, and current assignments. _Illustration: Skedulo Tempo's context cards for a call-out: Doug's afternoon, his JOB-4841 marked uncovered once he is unavailable from 1:30 PM inside the customer's 2:00 - 5:00 PM window; and the job's details - JOB-4841, a rack and patching audit, a network service visit, its window 2:00 - 5:00 PM, and JOB-4846 on Fri 15 Aug that depends on it._ _[ 03 ]_ ### Technician and crew dispatch Dispatch a suitable technician, crew, or contractor against the recorded response target. Review the planned work a reassignment displaces. _Illustration: A Skedulo crew card for job #4809, Dispatched: the team CO-JT03, jointers, dispatched; Aaron Feldman as crew leader, dispatched; and two crew members pictured below._ _[ 04 ]_ ### Mobile repair records Give teams work instructions on mobile. Capture photos, readings, tests, notes, and any unresolved repair work. _Illustration: JOB-4803's completion checks in Skedulo, run when the node checklist is submitted at 5:16 PM: required steps answered 5 of 5, 2 photos attached, permit PTW-2026-0884 recorded and the customer sign-off from Helen Pryor tick green, then Batteries hold on load test fails on AST-1152. The exception routes for review to field supervisor Wade Brennan through the Failed check follow-up workflow, approved at 5:18 PM, JOB-4871 created to replace the batteries - and the job is clear to complete._ _[ 05 ]_ ### Deferred maintenance Agree revised dates and responsibility for displaced maintenance, then update network operations and affected teams. _Illustration: Skedulo mobile on an iPhone at 5:24, the app bar reading Quarterly node inspection, JOB-4803 for Pioneer Health Systems, open on the handover to Aaron Feldman: completed, the node checklist submitted and signed; still open, replacing the batteries on AST-1152 - Aaron's JOB-4871 on Fri 15 Aug - and closing out permit PTW-2026-0884 with Helen Pryor before it expires that day. The handover note types in a line at a time - AST-1152 is tagged out and isolated, the comms room key is with Facilities - and Send turns green: handover sent to Aaron at 5:24 PM._ _[ 06 ]_ ### Restoration verification Use integrations to share repair results with network and ticketing systems. Network operations confirms service restoration through its verification process. _Illustration: Skedulo's reconciliation of Wednesday's 64 completed jobs across Salesforce, Workday and Finance, checked Thu 14 Aug at 6:15 AM: JOB-4803, the quarterly node inspection, a fiber fault locate and a router install are in step in all three; the cross-connect for a new tenant, JOB-4837, is flagged because its work order is still In Progress in Salesforce. Resend is pressed, the work order is marked Completed, and the day reads 64 of 64 jobs in step._ _Tempo_ ## Review field response options with Tempo. Compare crews and affected maintenance with Tempo, working from priorities supplied by network operations and the records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a major outage from its issue: a contractor boring for a water main cuts the 144-fiber feeder at E Colfax Ave and Quebec St in Denver, and network operations raises a Priority 1 for 1,216 customers down. The issue lands in red on a blank screen and becomes the task's header; Tempo reads the ticket, splicing certificates and the day's planned work, and the context panel opens on the cut's map and the time left. Tempo picks Doug Lindqvist's splicing crew; once the dispatcher starts the plan it sends the crew, moves his battery test to Monday and emails network operations._ _The Toolkit_ ## Repair progress and displaced maintenance, tracked together. ### Priority-aware dispatch Use recorded severity and response targets alongside skills, availability, and travel to plan assignments. _Illustration: A Skedulo best match card for JOB-4821: Gloria Benitez ranked first with a 96 match on a pale green row, 10 minutes added and 1.9 miles from her previous job, then Doug Lindqvist at 81, whose route would cross territory, and Bridget Hanley at 64, whose shift ends at 3:30 PM - candidates ranked by skills, location and availability together._ ### Repair assignments with Tempo Review assignment, deferral and route options with Tempo when network priorities change. _Illustration: Skedulo Tempo's shared Issues inbox, 37 active, three issues with who has each and its time to act: Gloria Benitez running late to JOB-4821, with you, 36 minutes; Doug Lindqvist called out with JOB-4841 uncovered, with Tempo, 1 hour 4 minutes; and Hoa Pham double-booked around JOB-4858, with Jen Alvarez, 2 hours 40 minutes._ ### Repair instructions and records on Mobile Give field teams instructions and forms to capture readings, photos, notes, and required signatures. _Illustration: A Skedulo mobile form card from an equipment check: enclosure intact and labels legible both pass, then isolator latches off is marked Fail, so the form asks for the issue - the isolator will not latch off - and requires a fault photo before it can be submitted._ ### Maintenance follow-up workflows Trigger rescheduling tasks, escalations, and stakeholder confirmations for maintenance work the outage displaced. _Illustration: A small Skedulo workflow card, Failed check follow-up, switched Active on a record-change trigger: when a checklist is submitted and any check failed, then create a follow-up job._ ### Field response visibility Track field-job progress and response targets. Use reporting to review backlog and utilization by region. _Illustration: A Skedulo Analytics tile: 80% of the working day spent on the job, down 2 points, as one bar per region - North, Central and South - split into time on the job, travel and idle, North's travel highest at 18%._ ## Connexin bridged the gap between office and field teams. - **Before** - Legacy scheduling meant completed work only reached the office once an engineer got back. - No real-time visibility into what had actually happened on site. - **With Skedulo** - Status, photos, and handover notes update in real time and stay visible to the whole team. - Automated scheduling replaced a constant manual checking process. - **Outcome** - The engineering team can see field status in real time and act accordingly. - A connected office-to-field operation that scales with network growth. > We can see it in real-time on Skedulo and act accordingly. > > — Emily Halsey, Engineering Operations Manager, Connexin - **2x** — workforce grown year over year [Read Story](https://www.skedulo.com/customers/connexin/) ## Frequently Asked Questions ### Can Skedulo help with telecom outage response? Yes. Outage tickets come in with severity and SLA from network or ticketing systems, and dispatchers match them to technicians by skill, location and workload. Tempo can recommend a dispatch for a dispatcher to approve. ### Can outage priorities come straight from network operations or ticketing systems? Yes, through integrations. Repair requests and their priority can flow from network or ticketing systems into scheduling alongside planned maintenance, using Skedulo's integrations and APIs. Dispatchers then work from the priority network operations set, not a second copy of it. ### Can Skedulo reprioritize planned maintenance? Yes. Review the maintenance a reassignment affects, then agree new timing and update the responsible teams. Tempo can help with coordination using available records; deferred work still needs an owner and next step. ### Can Skedulo alert dispatchers when a repair is at risk of missing its response target? Track recorded progress and response targets, and configure notifications where your workflow supports them. Confirm triggers, recipients, and escalation steps during setup. Use the dispatch view for current work; reporting refresh timing varies. ### Can field teams capture repair records on mobile? Yes. Field teams capture photos, readings, test results, notes and completion status in mobile forms, with required fields set per repair type. Results go to network operations, which confirms restoration through its own verification process. ### Can Skedulo update network and ticketing systems? Yes. APIs and integrations can share repair status and results with ticketing, network, CRM and BI systems. Scope depends on the connected systems and permissions. _Keep Exploring_ ## Explore related products, telecom programs, and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Telecommunications Programs - [Customer Premises Service Appointments](https://www.skedulo.com/industries/telecommunications/customer-premise-service-appointments/) - [Fiber & Broadband Installation](https://www.skedulo.com/industries/telecommunications/fiber-broadband-installation/) - [Wireless & Tower Field Services](https://www.skedulo.com/industries/telecommunications/wireless-tower-field-services/) ### Use Cases - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Field Service](https://www.skedulo.com/use-cases/field-service/) ## See Skedulo for network field operations. We'll explore priority dispatch, maintenance capacity and the field records used in your restoration review. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/telecommunications/wireless-tower-field-services/" type: "page" title: "Wireless & Tower Crew Scheduling | Skedulo" description: "Schedule tower and wireless site crews by recorded qualification and role, plan around site-access windows, and capture safety forms and signoff." --- # Schedule crews for wireless and tower work. Match recorded qualifications, crew roles, travel, and site-access windows. Give teams site requirements and capture findings, work records, and follow-up. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Tech reading alignment meter at compound edge, tower soft behind](https://assets.skedulo.com/uploads/hub-heroes/wireless-tower-field-services-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Tower visits that need more than one crew role. Tower work can need climbers and ground crew inside one site-access window. Availability alone doesn't qualify a crew, so roles and qualifications are part of the plan. _Runs the operation_ ### Field services manager Track crew assignments, visit status and open work by region. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Person in a hard hat and hi-vis holding a tablet at the base of a cell tower](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-wts-runs-20261009a.webp) _Plans the work_ ### Crew scheduler Coordinate climbers and ground crew inside one site-access window. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk with a site map on the wall](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-wts-plans-20261009a.webp) _Does the work_ ### Tower technician Complete safety forms in Skedulo Mobile and capture photos, notes and signoff at the site. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician in a climbing harness using a phone at the base of a tower](https://assets.skedulo.com/uploads/photo-library/stock/persona-tc-wts-does-20261009a.webp) _How it runs_ ## From site request to reviewed closeout. _[ 01 ]_ ### Site requests and timing Bring maintenance, inspection, upgrade, and repair work into scheduling with the site details and required timing. _Illustration: A Skedulo integration event log from Salesforce in real time, Mon 11 Aug: work order 00012345 created at 9:12 AM, the WorkOrderTrigger publishes the event, Work Orders to Jobs runs in real time in 0.8 seconds, and JOB-4803 is created in Skedulo - the site request in the schedule._ _[ 02 ]_ ### Crew roles and qualifications Match recorded qualifications and crew roles to the work. Review equipment needs, access arrangements, and travel before assignment. _Illustration: A Skedulo Tempo context card checking Gloria Benitez's recorded skills against the job: structured cabling at Level II, renewed Mar 2026; rack and patching, 12 jobs this year; fiber testing, 5 jobs this year - each marked Met, 3 of 3._ _[ 03 ]_ ### Site-access windows Assign the crew within the site-access window and provide the site packet, work instructions, and contact details. _Illustration: A Skedulo job panel for JOB-4821, a business router install in unit 2, Wed 13 Aug 2:00 - 3:30 PM, its technician en route, open on Travel: a real map of the drive, 5.8 miles and arriving 2:42 PM, 22 minutes away, with a 6 minute delay in heavy traffic._ _[ 04 ]_ ### Mobile field records Complete mobile forms and capture photos, readings, notes, and required signoff. Record findings that need review or another visit. _Illustration: A Skedulo mobile card headed Inspected assets, one row per asset recorded on the visit, each arriving with its result: AST-1163 on the ground floor riser N/A, AST-1152 in the level 3 plant space FAIL in rose, AST-1147 in the same space PASS in green._ _[ 05 ]_ ### Changed access and site conditions Revise assignments when access, site conditions, or priorities change. Follow the site-safety process before work resumes. _Illustration: A Skedulo new direct message: the dispatcher types Glo, finds Gloria Benitez, Senior Technician, and starts the conversation - can you make 2:40 if I push the window? - in a message box ready to send._ _[ 06 ]_ ### Closeout and outstanding findings Use integrations to send visit results, outstanding findings, and review status to network, asset, billing, and reporting systems. _Illustration: A Skedulo card for a custom integration, Parts depot, Connected with 3 endpoints set up through its API - GET stock by part number, POST a reservation, DELETE a reservation - its credentials added for you, so job results and parts can reach the system that holds the asset and stock records._ _Tempo_ ## Review tower crew availability with Tempo. Compare crew roles, recorded qualifications and site arrangements with Tempo using your enabled actions. Your site-safety process authorizes the work. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a tower climb against the wind from its issue: tomorrow's antenna swap on a 160-foot monopole in Commerce City faces gusts to 45 miles an hour, over the crew's climbing limit of 30. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the site forecast, the climb crew's week and the site access terms, and the context panel opens on the site weather and the climb crew. Tempo picks Friday's calm morning with the same certified crew; once the dispatcher starts the plan it moves the climb, requests site access and messages the crew lead._ _The Toolkit_ ## Crew planning with site requirements attached. ### Crew requirement matching Match recorded qualifications and crew roles to each job, accounting for travel and site-access windows. _Illustration: A Skedulo crew card for job #4809, 3 of 4 technicians assigned: Aaron Feldman as crew leader, dispatched; and the members Andre Bassett, dispatched, and Brooke Feeney, confirmed - one role still to fill._ ### Crew changes with Tempo Review crew changes, travel and team updates with Tempo when urgent work affects existing assignments. _Illustration: Skedulo Tempo's options for covering a customer's 2:00 - 5:00 PM window, re-ranked by the window and then by least travel: Gloria Benitez first, arriving 3:45 PM inside the window and 6 minutes away, marked Least travel; Bridget Hanley inside the window but 18 minutes away and into overtime; Aaron Feldman last, arriving 5:22 PM after his rooftop job and missing the window. The ranking rule sits at the foot: keep the customer's window, then least travel._ ### Site instructions and safety forms Give crews forms, checklists, photos, notes, and signature capture for every step of the visit. _Illustration: A Skedulo mobile form card for a pre-start safety check at height: the unprotected roof edge is ticked as a hazard and tagged Critical, with overhead power lines listed, so the form opens the required controls - a harness on a rated anchor and an exclusion zone below the edge - and once both are confirmed it reads, Confirmed. Work can start._ ### Site preparation workflows Trigger access and equipment preparation tasks before dispatch, then assign follow-up from the visit. _Illustration: A small Skedulo automation builder card, Failed check follow-up: the trigger is a record change - a checklist submitted - then if a check failed, create a follow-up job, with an approval step for Wade Brennan._ ### Site work visibility Track crew assignments, visit status, and open work. Use reporting to review response targets and backlog by region. _Illustration: A Skedulo Analytics tile for appointments kept: 95% of today's 146 appointments on time, up 2 points, as one bar split into 138 on time, 6 at risk and 2 missed._ ## Rocket Fiber scaled a demanding field workforce with Skedulo. - **Before** - Manual scheduling struggled to keep pace with a fast-growing mobile field workforce. - Dispatchers had limited visibility into technician routes and job status. - **With Skedulo** - Mobile workforce scheduling runs on one system built for a fast-moving field team. - Technicians and dispatchers share the same live schedule and job context. - **Outcome** - Efficiency in scheduling mobile workers in a demanding market. - A more reliable field operation as the crew workload scaled. > Skedulo helps change fiber installation by improving customer expectations and effectively scheduling mobile workers in a demanding market. - **68%** — increase in customer satisfaction [Read Story](https://www.skedulo.com/customers/rocket-fiber/) ## Frequently Asked Questions ### Can Skedulo schedule certified tower crews? Yes. Recorded qualifications and crew roles are matched to job requirements, availability, travel and site-access windows. Your scheduling rules decide how conflicts are handled, while checking credentials and clearing a crew to climb stay part of your site-safety process. ### Can one tower job require several people with different roles? Yes. Tower work often needs climbers and ground crew inside one site-access window, and schedulers coordinate the required roles and availability for jobs that need more than one worker. Each person is matched against the recorded qualifications for their role. ### Can Skedulo support mobile safety forms? Yes. Crews complete mobile safety forms and capture photos, notes and signoff, and a form can be required before the job can be marked complete. A completed form records the check, but the responsible team still assesses site conditions and authorizes the work. ### Can tower crews use the app at remote sites with poor signal? Yes, for the actions documented to work offline. When the signal drops at a remote site, the app keeps those changes on the phone and syncs them once a connection returns. Crews can see what's still waiting to sync, so they know what the office hasn't received yet. ### Can Skedulo coordinate urgent wireless site work? Yes. When an urgent site issue comes in, dispatchers check certification, proximity and SLA to find a qualified crew. Tempo can propose the reassignment for a dispatcher to approve. ### Can Skedulo connect site data to network and asset systems? Yes. APIs and integrations can share closeout data, outstanding findings and review status with network, asset, billing and BI systems. Scope depends on the connected systems and permissions. _Keep Exploring_ ## Explore related products, telecom programs, and use cases. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Telecommunications Programs - [Customer Premises Service Appointments](https://www.skedulo.com/industries/telecommunications/customer-premise-service-appointments/) - [Fiber & Broadband Installation](https://www.skedulo.com/industries/telecommunications/fiber-broadband-installation/) - [Network Maintenance & Outage Response](https://www.skedulo.com/industries/telecommunications/network-maintenance-outage-response/) ### Use Cases - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) ## See Skedulo for wireless and tower field teams. We'll explore crew qualifications, site access, mobile records and the reviews required by your operation. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/industries/training-education/corporate-workforce-training/" type: "page" title: "Corporate Trainer Scheduling Software | Skedulo" description: "Match qualified trainers to on-site, virtual and hybrid sessions, balance cohort size against room capacity, and track attendance by program." --- # Schedule trainers across sites and sessions. Match recorded instructor qualifications to session requirements. Arrange locations, keep learners informed, and record attendance for review. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Trainer marking attendance on tablet at training-room doorway](https://assets.skedulo.com/uploads/hub-heroes/corporate-workforce-training-hero-photo-v3.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## A session change affects trainers, rooms and learners. If a trainer can't make it, the coordinator must find a qualified replacement before learners are told. Configured messages share the revised arrangements with the learner group, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can draft the notice for a coordinator to approve. _Runs the operation_ ### Training program manager Track attendance and completion by trainer, program and cohort. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker at a desk beside a glass-walled training room](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-cwt-runs-20261009a.webp) _Plans the work_ ### Training coordinator Balance cohort size against trainer and room capacity across on-site, virtual and hybrid sessions. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk beside a training room](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-cwt-plans-20261009a.webp) _Does the work_ ### Trainer See the attendees, room and reminder details for each session you're delivering. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Person checking a phone at the front of a training room as learners take their seats](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-cwt-does-20261009b.webp) _How it runs_ ## From training demand to completion record. _[ 01 ]_ ### Training requests and cohorts A customer request, internal cohort, program, or session becomes schedulable. _Illustration: Salesforce work order 00012345 as it enters Skedulo: a working at heights assessment for BuildRight Group Training at 1160 Pioneer Way, Denver - work type Assessment, priority Medium, 2 hours, territory Denver Metro, contact Helen Pryor - created in Salesforce on Mon 11 Aug at 9:12 AM and received by Skedulo in real time._ _[ 02 ]_ ### Instructor and resource requirements Trainer, location, virtual link, room, capacity, and learner constraints are reviewed. _Illustration: Skedulo shift scheduling matching for an open first aid instructor slot, Tue 4, 2pm - 10pm in Room 4 at Campus East: four trainers checked for Available, Skills, Accreditation and the trainers' agreement - Doug Lindqvist, the Program Lead, misses on skills; Bridget Hanley breaks the 10h rest after her Mon 3 night; Gloria Benitez is already on that morning - and Carol Ng, an Instructor who passes all four, rises to the top, is allocated and notified._ _[ 03 ]_ ### Published session arrangements Trainer, attendees, room or site, reminders, and tasks are published. _Illustration: Skedulo build shifts for Campus East, 1 - 7 Mar 2026: the morning, afternoon and night templates laid onto Carol Ng's and Kevin Maszaros's weeks, and an open first aid instructor shift on Sun 2, 2pm - 10pm, allocated to Bridget Hanley, an Instructor - available, accredited and within her hours - rather than offered out._ _[ 04 ]_ ### Attendance and delivery records Attendance, notes, forms, and completion are captured during delivery. _Illustration: Skedulo form card for a session close-out: Room 4's roll marked at 9:30pm and the projector in Lab 2 replaced, then harness H-07 left open - tagged out, with a spare in use - and Doug Lindqvist responsible for the next step._ _[ 05 ]_ ### Trainer and session changes Review replacement trainers and affected resources before confirming a revised session. _Illustration: A slice of the Skedulo board for Wed 13 Aug as plans change: Bridget Hanley is unavailable from 1:30 PM, so her manual handling practical, JOB-4838, moves to Aaron Feldman between his invigilation and his training needs review; the other trainers' sessions - sign-off, assessment, induction day, white card, confined space theory - re-sequence, and the learners, Helen Pryor and Nadia Brooks, have their new times._ _[ 06 ]_ ### Connected learning records Configured integrations share completion records with the LMS, HRIS, CRM, and reporting systems. _Illustration: Skedulo integrations activity for JOB-4803, completed Wed 13 Aug at 5:21 PM: work order 00012345 sent to Salesforce as Completed with the outcome Competent and follow-up JOB-4871, the completed work sent to Finance, and the approved hours - Gloria Benitez, 1h 47m - to Workday on schedule at 6:00 PM, each synced: 3 of 3 delivered._ _Tempo_ ## Review trainer capacity with Tempo. Compare instructor assignments and prepare session or learner updates with Tempo, using the training records and actions enabled for your team. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a client's date change from its issue: Larkfield Heating & Air asks to move its 14 technicians' heat pump course from Thu 13 Mar to Tue 18 Mar, as a March snowstorm keeps them on no-heat calls. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the request, the qualified trainers and Larkfield's training room, and the context panel opens on the course and its trainer's new date. Tempo picks Malik Grant, qualified and free; once the scheduler starts the plan it moves the course, assigns Malik and emails Ray Tanaka a note for his team._ _Deliver more training, with less admin_ ## Trainers, cohorts and locations on one schedule. Match trainers, balance capacity, coordinate delivery locations, and keep learners informed. ### Instructor qualification matching Schedule by qualification, site, delivery mode, and demand. _Illustration: Skedulo cover request for Room 4 at Campus East: Carol Ng is unavailable on Wed 5 for family reasons, so her 6am - 2pm session needs cover. Gloria Benitez is available with 16h rest; Doug Lindqvist would hit the 38h maximum. With the trainers' agreement checked, Gloria takes the session on the roster and Carol is notified._ ### Session capacity Balance cohort size against trainer and room capacity. _Illustration: Skedulo Analytics tile: 80% of the working day spent on the job, down 2 points, with a bar for each region - North, Central and South - split into time on the job, travel and idle, North's travel the highest at 18%._ ### Sites and delivery formats Manage on-site, virtual, and hybrid delivery locations. _Illustration: Skedulo Tempo context card for Gloria Benitez on the road at Interstate 25 and Alameda Avenue: her position on a map, the two sessions her delay touches, JOB-4821 and JOB-4803, and her hours nearing overtime at 7h 34m of 8h._ ### Learner communications Configure reminders and messages for session changes and completion updates. _Illustration: Skedulo shift analytics tile: 78% of offers accepted, 28 of 36, up 4 points - 36 sent, 32 viewed, 28 accepted._ ### Attendance and completion records Capture attendance and completion by trainer, program, and cohort. _Illustration: Skedulo forms analytics tile: 95% of expected forms completed this week, 407 of 428, up 3 points, with a bar for each weekday of expected against completed._ ## Scale training delivery without losing control of the schedule. - **Before** - Spreadsheets, email, and text messages to relay trainer assignments as the program grew. - Scheduling volume outgrew what manual processes could reliably manage. - **With Skedulo** - One platform, natively built on Salesforce, to centralize scheduling data. - A structure that scales as session volume grows. - **Outcome** - 40% less time spent scheduling. - Coordinators freed to focus on program growth instead of admin. > When you have 50 sessions and 50 jobs a week, you can easily control it. Once it gets to 300-400 sessions per week you need to improve the structure. We needed something that was scalable, accurate, and easy to use. > > — Diego Ros, General Manager Sports and Soccer, Sports Kickstart - **40%** — less time spent scheduling sessions [Read Story](https://www.skedulo.com/customers/sports-kickstart/) ## Frequently Asked Questions ### How do training companies schedule trainers across customer sites? Record the required qualification, format, location, learner group, and customer date. Review trainer availability and travel before confirming the session. When arrangements change, check affected resources and send updates through your configured process. ### Can Skedulo schedule trainers? Yes. Schedule using recorded qualifications, delivery format, location, availability, and travel. Review suitable replacements when an instructor is unavailable; your team verifies qualification records and suitability. ### Can Skedulo support customer-site training? Yes. Sessions are coordinated across customer sites, virtual delivery and hybrid formats, with room, link and capacity requirements checked. Cohort size is balanced against trainer and room capacity. ### Can learners get session reminders and updates? Yes, once your team sets it up. Teams can set up automations to text learners session reminders, schedule changes and completion updates as configured triggered actions. When a session moves, Tempo drafts the learner notice with the updated schedule for the coordinator to approve. ### Can Skedulo integrate with LMS and HRIS systems? Yes. Integrations and APIs share attendance and completion records with the LMS, HRIS, CRM and reporting systems. What's shared and when depends on the integration you configure. _Related Products_ ## Explore tools for training operations teams. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Training & Education - [Safety, Compliance & Emergency Training](https://www.skedulo.com/industries/training-education/safety-compliance-emergency-training/) - [Field-Based Certification Programs](https://www.skedulo.com/industries/training-education/field-based-certification-programs/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Last Mile & Self-Scheduling](https://www.skedulo.com/use-cases/last-mile-self-scheduling/) ## See Skedulo for workforce training. We'll explore trainer assignments, session resources and the records shared with your learning systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Training & Education](https://www.skedulo.com/industries/training-education/) --- --- url: "https://www.skedulo.com/industries/training-education/field-based-certification-programs/" type: "page" title: "Field Assessor Scheduling for Certification Programs | Skedulo" description: "Schedule field assessors by qualification and route, cluster learner sites to cut travel, and capture ratings, photos and signatures on mobile." --- # Plan assessor visits around locations and due dates. Cluster appointments by location while balancing qualifications, availability, and expiring certification windows. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Assessor pointing across excavator controls to a candidate seated in the cab](https://assets.skedulo.com/uploads/hub-heroes/field-based-certification-programs-hero-photo-v2.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Assessment windows shape the route plan. Learner sites are grouped by location, but qualifications, site access and due dates still decide who goes where. Coordinators review available assessors before confirming, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can propose a retest after a failed result. _Runs the operation_ ### Certification program manager Track certification windows before they expire, with missed or failed assessments in view. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker at a desk with a computer](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-fbcp-runs-20261009a.webp) _Plans the work_ ### Assessment coordinator Review available assessors before confirming clustered appointments. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk with a regional map on screen](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-fbcp-plans-20261009a.webp) _Does the work_ ### Field assessor Record ratings, photos, notes and signatures in Skedulo Mobile forms during the visit. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Person holding a tablet beside an apprentice working at a workbench vise](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-fbcp-does-20261009a.webp) _How it runs_ ## Assessment requests, field evidence and outcome review. _[ 01 ]_ ### Assessment requirements A certification requirement or learner request becomes schedulable. _Illustration: Skedulo Tempo's issues for the training desk, 37 active, by time to act: refresher bookings closing for 14 learners in 36 minutes, Wade Brennan's heights ticket ending 28 Mar with Tempo on it, and Room 4 booked twice on Tue 4, with Jen Alvarez._ _[ 02 ]_ ### Assessor qualifications and travel Qualification, route, availability, site access, and evidence needs are reviewed. _Illustration: Skedulo schedule for JOB-4803, Wed 13 Aug, 4:00 - 6:00 PM in Denver Metro: it needs a heights assessor, and of who can do it Gloria Benitez, Senior Trainer, is the best match - heights assessor, free from 3:30 PM, 27 minutes away - ahead of Doug Lindqvist and Aaron Feldman, busy until 4:15 and 4:30 PM; assigned by Mark Doherty on Tue 12 Aug at 2:40 PM._ _[ 03 ]_ ### Confirmed appointments Assessor, learner, site, and reminders are published. _Illustration: Skedulo job details for JOB-4803, the working at heights assessment, created from Salesforce work order 00012345 in real time on Mon 11 Aug at 9:12 AM: customer BuildRight Group Training, contact Helen Pryor, 1160 Pioneer Way, Denver, urgency Normal, job type Assessment, starting Wed 13 Aug at 4:00 PM for 2 hours, pending allocation._ _[ 04 ]_ ### Mobile assessment records Mobile forms, photos, ratings, notes, and signatures are captured during the visit. _Illustration: Skedulo mobile form signature field: the learner's signature captured on the phone with the printed name Helen Pryor, stamped Wednesday 13 August at 5:16pm, with the instruction to ask the learner to sign and print their name._ _[ 05 ]_ ### Evidence review and retests Configured workflows create follow-up tasks for missing evidence, retests, and approvals. _Illustration: Skedulo workflow canvas, Assessment follow-up: Wade Brennan approves the retest, so the run takes the Then branch - create a retest job, Heights retest, 2 hours - while the Else path to tell the coordinator, Mark Doherty, stays dim, and the run reaches End._ _[ 06 ]_ ### Certification-system updates Configured integrations share assessment results with the certification system and reporting. _Illustration: Skedulo Analytics, the built-in Training activity dashboard, with the Schedule email report dialog open over it: a PDF, weekly on Monday at 7:00 AM, to Dana Pruitt and Wade Brennan._ _Tempo_ ## Review assessor capacity with Tempo. Compare assessor assignments and prepare follow-up with Tempo. Your program sets assessment requirements; its enabled records and actions determine how Tempo can assist. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working an expiring certification from its issue: Sam Ortiz's forklift certification expires Fri 14 Mar and no practical assessment is booked at Shade & Sill's Englewood warehouse. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads his certification, the accredited assessors and this week's routes, and the context panel opens on the time left and what the assessment needs. Tempo picks Aaron Feldman, whose Wednesday route passes 6 minutes away; once the coordinator starts the plan it books the assessment, texts Sam and updates Aaron's route._ _From due date to recorded evidence_ ## Plan visits and review assessment records. Track deadline risk, match assessors, plan the route, and capture evidence in the field. ### Assessment due dates Track certification windows before they expire. _Illustration: Skedulo job time window for JOB-4821: within SLA, it must start after 2:00 PM and end before 3:30 PM, its block placed inside the window on the afternoon's timeline, with the SLA to respond within 4 hours, by 1:06 PM._ ### Assessor matching Schedule by qualification, route, and availability. _Illustration: Skedulo cover request card for Room 4: Carol Ng unavailable on Wed 5, 6am - 2pm; who can cover - Gloria Benitez, available with 16h rest, and Doug Lindqvist, who would hit the 38h maximum - checked against the trainers' agreement, confirmed, and Carol notified._ ### Routes between learner sites Cluster learner sites by geography and travel time. _Illustration: Skedulo Analytics tile: North's travel per job after the new route plan - 38 minutes, down 12% - its line climbing to 43 minutes before the plan and settling at 38 after, against the average._ ### Field assessment evidence Record ratings, photos, notes, and signatures in the field. _Illustration: Skedulo form card for a practical assessment: harness fitted and lanyard inspected pass, the anchor point fails, the observation reads Anchor not rated for arrest, and an evidence photo is required before it can be submitted._ ### Retest and follow-up workflows Configure workflows to create follow-up tasks for missed or failed assessments. _Illustration: Skedulo forms analytics tile: 14 follow-up actions open across 6 owners, the oldest 11 days, a median of 4 days open - 7 within two days, 5 at three to seven days, 2 past eight._ ## How American Red Cross schedules more than 1,250 mobile instructors. - **Before** - Instructor, course, and customer data were split across a CRM, a learning management system, and spreadsheets. - Each region managed its own instructors separately in spreadsheets and email. - **With Skedulo** - Instructor, course, and customer data unified on Salesforce with Skedulo. - Visibility into how many hours each instructor is scheduled for the month. - **Outcome** - 31% less instructor underutilization. - 30% lower cost of scheduling. - 43% less time to schedule. > Skedulo worked with us to create a customized solution that is truly plug-and-play and scalable. We can drop this process as is into other parts of our organization and it will work. > > — Joe Zito, Vice President of Information Technology, American Red Cross - **31%** — Reduction in instructor underutilization [Read Story](https://www.skedulo.com/customers/american-red-cross/) ## Frequently Asked Questions ### How do certification programs cut assessor travel? Group suitable assessments by location while preserving required qualifications, due dates, and site windows. Mastermind supports route optimization; review the proposed plan against your program's requirements. ### Can Skedulo schedule field assessors? Yes. Use recorded qualifications, availability, access, travel, and assessment due dates. Your program confirms assessor suitability and which appointments take priority. ### Can Skedulo capture assessment evidence? Yes. Record ratings, photos, notes, and signatures in configured mobile forms. Review the submitted evidence and follow up on missing items. Your certification process determines the outcome; a completed visit is not an award of certification. ### Can a failed assessment trigger a retest? Yes, with an automation your team sets up. A failed result can create a retest task and learner notification, and Tempo checks assessor availability and the learner's site before proposing the retest appointment for the coordinator to approve. ### Can Skedulo update certification systems? Yes. Integrations and APIs share assessment results with certification, LMS and HRIS systems. What's shared and when depends on the integration you configure. _Related Products_ ## Explore tools for certification teams and assessors. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Training & Education - [Safety, Compliance & Emergency Training](https://www.skedulo.com/industries/training-education/safety-compliance-emergency-training/) - [Corporate & Workforce Training](https://www.skedulo.com/industries/training-education/corporate-workforce-training/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for field assessment programs. We'll explore assessor scheduling, mobile evidence and the records your certification process requires. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Training & Education](https://www.skedulo.com/industries/training-education/) --- --- url: "https://www.skedulo.com/industries/training-education/safety-compliance-emergency-training/" type: "page" title: "Safety and Compliance Training Scheduling | Skedulo" description: "Schedule required safety and compliance training before due dates, match credentialed trainers, record attendance and signatures, and book retakes." --- # Schedule required training and instructor cover. Plan sessions around recorded instructor qualifications, learner groups, and due dates. Record attendance and arrange follow-up through your training process. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Trainer mid-compression on CPR manikin, trainees copying at their own manikins](https://assets.skedulo.com/uploads/hub-heroes/safety-compliance-emergency-training-hero-photo-v2.webp) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Training dates need to fit around daily duties. When work pulls someone out of a session, their required training can lapse before the next date. Missed sessions stay visible for rescheduling and the follow-up your process requires. Tempo, Skedulo's AI agent for schedulers and dispatchers, can propose a retake booking for approval. _Runs the operation_ ### Training compliance manager Track required training against expiration and refresh dates across learner groups. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Office worker at a desk in a site office, safety equipment on a shelf behind](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-sce-runs-20261009a.webp) _Plans the work_ ### Training scheduler Schedule sessions by trainer credential, due date, learner group, site and capacity. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Office worker at a desk in a training center office](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-sce-plans-20261009a.webp) _Does the work_ ### Safety instructor Record attendance, forms and signatures in Skedulo Mobile during the session. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Instructor demonstrating a fire extinguisher to a small group in hi-vis outdoors](https://assets.skedulo.com/uploads/photo-library/stock/persona-te-sce-does-20261009a.webp) _How it runs_ ## Required sessions, attendance and reviewed outcomes. _[ 01 ]_ ### Courses, drills and refresh requirements A compliance course, safety class, drill, or certification refresh becomes schedulable. _Illustration: Skedulo coverage plan for Campus East, Sat 8 - Fri 14 Mar 2026: Instructors, Assessors and Lab Assistants rostered against required for each day, at one trainer to 12 learners, a minimum of 2 per role and hours 6am - 10pm. Sat 8's public course day adds a trainer, the gaps show in amber, and the totals read 58 required, 54 rostered, 4 to fill, $64,020 of the $68,000 labor target._ _[ 02 ]_ ### Instructor and session requirements Trainer credential, learner group, location, capacity, and delivery format are reviewed. _Illustration: Skedulo platform configuration: the Location object - a standard object with Name and Address - gains a custom number field, Capacity, and JOB-4803's page shows it beside the address: 1160 Pioneer Way, Denver, with a capacity of 12 learners._ _[ 03 ]_ ### Confirmed training arrangements Trainer, attendees, site, reminders, and forms are published. _Illustration: Skedulo shift scheduling, publish complete: 56 shifts published and everyone on the roster notified._ _[ 04 ]_ ### Attendance records on Mobile Attendance, forms, signatures, and completion notes are captured on mobile. _Illustration: Skedulo mobile app on an iPhone: the attendees for Sunday 2 March's heights refresher, everyone booked on the session, with a button to add a session note for everyone marked attended - Brooke Feeney, ticket lapsed, and Andre Bassett, on his first heights ticket, both attended, with Wade Brennan, whose ticket expires 28 Mar, below them._ _[ 05 ]_ ### Retakes and outcome review Configured workflows create retake tasks and route completion records for review. _Illustration: Skedulo completion checks for JOB-4803 when the assessment was submitted at 5:16 PM: criteria assessed 5 of 5, photos attached, permit PTW-2026-0884 recorded and Helen Pryor's site sign-off pass, but rescue kit AST-1152 fails sealed and in date - the exception routed to Wade Brennan, approved at 5:18 PM, creates JOB-4871 to replace the kit - and JOB-4803 is clear to complete._ _[ 06 ]_ ### Learning and compliance-system updates Configured integrations share completion records with the LMS, HRIS, compliance, and reporting systems. _Illustration: Skedulo Analytics, the built-in Training activity dashboard over the last 4 weeks: sessions delivered 1,248, up 2%; on-time starts 92%, down 2 points; travel per job 39 minutes, up 5%; cancellations 3.1%, down 0.4 points; and sessions delivered by week - 306, 318, 311 and 313._ _Tempo_ ## Review training cover with Tempo. Compare instructors and prepare learner updates with Tempo, using the session records and actions enabled for your training process. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo readying an emergency drill from its issue: Northgate Plant adds its weekend rescue team to Tuesday's confined space rescue drill, making 12 rescuers for one certified instructor where the practical needs one to six. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads the change, the rescue instructors and the kit store, and the context panel opens on the drill and the rules that apply. Tempo picks Gloria Benitez; once the scheduler starts the plan it offers her the drill, reserves a second rescue kit and confirms with the plant._ _Keep compliance training on track_ ## Plan sessions and track outstanding training. Track deadline risk, match qualified trainers, capture attendance records, and configure follow-up for missed sessions. ### Training due dates Track required training against expiration and refresh dates. _Illustration: Skedulo Tempo's issues for the training desk, 37 active, by time to act: refresher bookings closing for 14 learners in 36 minutes, Wade Brennan's heights ticket ending 28 Mar with Tempo on it, and Room 4 booked twice on Tue 4, with Jen Alvarez._ ### Instructor qualifications Schedule by credential, availability, location, and delivery format. _Illustration: Skedulo cover request for Room 4 at Campus East: Carol Ng is unavailable on Wed 5 for family reasons, so her 6am - 2pm session needs cover. Gloria Benitez is available with 16h rest; Doug Lindqvist would hit the 38h maximum. With the trainers' agreement checked, Gloria takes the session on the roster and Carol is notified._ ### Mobile attendance records Record attendance, forms, and signatures on mobile during the session. _Illustration: Skedulo shift analytics tile: 94% of shifts started on time, 97 of 98 started, up 1 point, as a grid of every shift marked on time, late or absent._ ### Retake workflows Configure workflows to create retake tasks and reminders for missed sessions. _Illustration: Skedulo workflow card, Assessment follow-up on JOB-4803: set the learner status to Retest required, request approval - approved by Wade Brennan - and create a retest job, created JOB-4871, each step ticked as the run completes._ ### Connected training records Integrations can share reviewed completion and certification records with your learning and compliance systems. _Illustration: Skedulo integration exports when JOB-4803 completed on Wed at 5:21 PM: the job status sent as the work order Completed, the completed work for invoicing, and the approved hours - Gloria Benitez, 7.25 hours - each with its time: 3 sent, nothing left to export._ ## Deliver required training at scale, and prove it. - **Before** - Instructor and course data split across a CRM, an LMS, and spreadsheets, with no single view of who was scheduled. - Scheduling required manually cross-referencing course requirements against instructor availability. - **With Skedulo** - Course, instructor, and customer data unified in one system of record. - Real-time visibility into how many hours each instructor is scheduled. - **Outcome** - 31% less instructor underutilization and 30% lower cost to schedule. - 43% less time spent scheduling training sessions. > We've been very pleased with the results. Before, we were manually tracking how many hours were assigned to each of our instructors and only knew after the fact whether we had scheduled them to their full capacity. Now, Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we've improved utilization and reduced costs significantly. > > — Joe Zito, Vice President of Information Technology, American Red Cross - **43%** — less time spent scheduling training sessions [Read Story](https://www.skedulo.com/customers/american-red-cross/) ## Frequently Asked Questions ### How do you keep compliance training from lapsing? Maintain the due dates and instructor requirements set by your training program. Arrange sessions with time for follow-up, then review attendance and outstanding requirements. Scheduling supports this process; it does not establish competence or regulatory compliance. ### Can Skedulo schedule safety and compliance training? Yes. Sessions are scheduled by trainer credential, due date, learner group, site, capacity and delivery format. Drills that need certified staff and a readiness checklist can be scheduled the same way. ### Can Skedulo capture attendance records? Yes. Instructors can record attendance, forms, and signatures on mobile. Keep attendance separate from assessment and completion decisions, and share the reviewed outcome with your learning or compliance system through a configured integration. ### Can Skedulo support recurring compliance refresh cycles? Yes. Recurring training and refresh sessions are scheduled ahead of due dates. Teams can set up automations to create retake tasks and reminders when someone misses a session, and Tempo proposes a retake booking for the coordinator to approve. ### Can Skedulo integrate with LMS, HRIS, and compliance systems? Yes. Integrations and APIs share completion and certification records with LMS, HRIS, compliance and reporting systems. What's shared and when depends on the integration you configure. _Related Products_ ## Explore tools for training teams and coordinators. ### Products - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) ### Training & Education - [Corporate & Workforce Training](https://www.skedulo.com/industries/training-education/corporate-workforce-training/) - [Field-Based Certification Programs](https://www.skedulo.com/industries/training-education/field-based-certification-programs/) ### Use cases - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## See Skedulo for required training programs. We'll explore instructor cover, recurring sessions and reviewed training records alongside your systems. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Training & Education](https://www.skedulo.com/industries/training-education/) --- --- url: "https://www.skedulo.com/integrations/salesforce/" type: "page" title: "Salesforce Scheduling & Mobile Workforce App | Skedulo" description: "Schedule field work from Salesforce records. Allocate jobs, plan visits and return customer and job updates from Skedulo Mobile." --- # Schedule and dispatch frontline work from Salesforce. Install the Skedulo managed package in your Salesforce org to schedule and dispatch frontline work. Workers use Skedulo Mobile, our mobile app, to view assignments and record updates against the job. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Find us on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B49gqEAB) ![Skedulo integration cards for Salesforce: a Salesforce org card showing the Skedulo managed package, listed on AppExchange and installed by your Salesforce admin, and three data flows in the org: accounts and contacts linked to Skedulo jobs, job allocations with Salesforce events as an option, and mobile updates written to job records.](https://assets.skedulo.com/uploads/2026/10/salesforce-hero-managed-package-v1-square.webp) _Who it's for_ ## Frontline operations in your Salesforce org. Use the customer records your team already maintains in Salesforce to schedule work, dispatch assignments and equip frontline teams through Skedulo Mobile. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a nurse's Summary for an 8:00am - 2:00pm community shift in South Brisbane, in progress with its timer running and Start break and End shift. Under it, the three home visits on the shift: wound care for Margaret Boyd, complete; medication administration for Ray Tanaka, in progress; a wellbeing check for Glenys Hart. Complete visit is pressed and Ray's visit turns complete, then Start travel is pressed and Glenys's visit shows en route while the shift keeps its own clock_ _How it works_ ## Skedulo jobs in your Salesforce org. The managed package adds Skedulo objects to your org and works with your existing customer records and custom objects. Schedulers also work in the Skedulo web app, and workers use Skedulo Mobile. ### In your Salesforce org Link jobs to accounts, contacts and locations, and map your own custom objects to Skedulo. Your Salesforce org remains the source of truth for customer records. _Illustration: Skedulo card for the Salesforce integration: work order 00012345, a quarterly site inspection, becomes JOB-4803 in Skedulo, and the work order is set to Completed when the job is done._ ### How schedulers and frontline teams use those records Schedulers plan and dispatch jobs in Salesforce and the Skedulo web app. Workers see their assignments in Skedulo Mobile, and their updates are recorded against the job in your org. We confirm the objects, fields and permissions during setup. _Requirements_ ## What you need before you start. Check these with your Salesforce admin before you plan the rollout. ### Salesforce - Editions listed on AppExchange: Enterprise, Unlimited, Force.com and Developer - A Salesforce admin to install the managed package ### Skedulo licenses - A Skedulo license for each scheduler, worker and other user who needs access to Skedulo data - Each Skedulo license includes a Salesforce platform license, which doesn't provide access to Opportunities - Optimization is a premium feature, licensed separately _Scheduling_ ## Match each job to a qualified, available worker. Skedulo matches jobs to workers using the skills, availability and location on each record. With the optimization add-on, schedulers can optimize a group of jobs at once or compare suggested times for a single job. _Illustration: Skedulo best-match card for an open job standing on a map of the top technician's day - her real drive in blue, the job pinned, and the insertion priced at +10 min_ _Work in the field_ ## Field updates, recorded against the job. Workers see each job's customer details, location and tasks. They fill in forms, add photos and record progress, and the updates return to the job in your org. _Illustration: Skedulo mobile job page on an iPhone on a hatched ground, the phone cut off at the bottom: the quarterly site inspection JOB-4803 opens on a map of 1160 Pioneer Way and lists its forms - Site checklist, required, step 3 of 5; the risk assessment completed; the equipment register not started. The checklist opens on asset inspection and isolator AST-1152 is marked Fail, which adds a rose rule and two required questions: the fault description types in, does not latch in the off position, a photo of the valve is attached, and the rule turns green - fault recorded, ready to quote._ _Setup_ ## Deployment and rollout. Skedulo for Salesforce is a managed package on AppExchange. Our team sets up your Skedulo environment with you. ### How it deploys - The Skedulo managed package, installed in your Salesforce org - Users sign in to the Skedulo web app with their Salesforce credentials or single sign-on (SSO) - Skedulo pushes most package upgrades and tells you first; some releases need a manual install ### Setup steps - Confirm licenses and scope - Install the managed package in your Salesforce org - Configure records and permissions - Test scheduling, dispatch and mobile updates before rollout ## How AWP used Skedulo with Salesforce. - **About this result** - In its published case study, Area Wide Protective (AWP) reported 86% more efficient scheduling and dispatching. > For our folks in the field, instead of being nose down in a ticket, they are hitting a button to say, 'I'm here, I've started work or I've ended work,' which is extremely exciting for them. > > — Mandy Parker, Director of the AWP Support Center - **86%** — more efficient scheduling and dispatching [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently asked questions ### How does Skedulo work with Salesforce? Skedulo for Salesforce is a managed package that your Salesforce admin installs in your org. It adds Skedulo's objects alongside your Salesforce records. Schedulers work in Salesforce and the Skedulo web app, and frontline workers use Skedulo Mobile. ### How do jobs and Salesforce records connect? Jobs and your Salesforce records sit in the same org, so scheduling works from the account, contact and location on each job. Updates from Skedulo Mobile are recorded against the job. Optional calendar sync connects Skedulo job allocations and activities with Salesforce events in both directions. It's off by default and doesn't support recurring events. ### Which Salesforce editions and licenses do I need? AppExchange lists the Enterprise, Unlimited, Force.com and Developer editions. Each scheduler, worker and other user who needs access to Skedulo data, including for reporting, requires a Skedulo license. Each Skedulo license includes a Salesforce platform license, which doesn't provide access to Opportunities. Users who need that access may require a different Salesforce license. Optimization is a premium feature with an additional license cost. ### What does setup involve, and how long does it take? Setup runs in four steps: confirm licenses and scope, have your Salesforce admin install the managed package, configure records and permissions, then test scheduling, dispatch and mobile updates before rollout. We'll confirm the implementation timeline for your scope. ### Can we use our own Salesforce objects and automation? Yes. You can map Salesforce custom objects to Skedulo's data model and add custom fields. Your Apex code can call the Skedulo application programming interface (API) through the managed package, including dedicated calls to dispatch jobs and notify workers. This needs a Skedulo API token configured in Salesforce. ### Who supports the integration after go-live? Skedulo supports the managed package, and premium support is available. Skedulo pushes most package upgrades and lets you know beforehand. Some releases need a manual install, and we tell you when they do. ### How do users sign in, and what can they access? Users sign in to the Skedulo web app with their Salesforce credentials, or with single sign-on if your organization has set it up. Skedulo has three user types: administrators, schedulers and resources. Each has its own permissions. ### Does Salesforce stay the system of record? Yes. Your Salesforce org remains the source of truth for customer records. The managed package adds Skedulo's objects to the same org, so scheduling works from those records. _Related products_ ## Explore Skedulo. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Training & Education](https://www.skedulo.com/industries/training-education/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Home Services](https://www.skedulo.com/industries/home-services/) ### Platform and services - [Integration & APIs](https://www.skedulo.com/platform/integrations/) - [Pulse Platform](https://www.skedulo.com/platform/) - [Professional Services & Experts](https://www.skedulo.com/contact/) ## Let's talk about frontline work in Salesforce. See scheduling, dispatch and Skedulo Mobile in the context of your Salesforce records and service process. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Find us on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B49gqEAB) --- --- url: "https://www.skedulo.com/integrations/workday/" type: "page" title: "Workday Integration for Field & Shift Scheduling | Skedulo" description: "Bring Workday worker details into Skedulo for field and shift scheduling, then return time records through the configured integration." --- # Connect Workday to frontline scheduling. Bring worker records, leave and availability from Workday HCM into Skedulo, then send timesheets back to Workday. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Find us on Workday Marketplace](https://marketplace.workday.com/en-US/apps/816929/skedulo-frontline-scheduling-optimization) ![Skedulo integration cards for Workday: a Workday Design Approved badge, a Workday connection marked Connected and maintained by Skedulo, and three active data flows: workers to resources, time off to availabilities, and timesheets to Workday.](https://assets.skedulo.com/uploads/2026/10/workday-hero-data-flows-v3-square.webp) _Who it's for_ ## Workday people data. Skedulo scheduling. HR maintains the employee record in Workday. Schedulers plan the work in Skedulo, and frontline teams carry it out in Skedulo Mobile. _Illustration: Skedulo mobile app on an iPhone cut off at its lower third: a nurse's Summary for an 8:00am - 2:00pm community shift in South Brisbane, in progress with its timer running and Start break and End shift. Under it, the three home visits on the shift: wound care for Margaret Boyd, complete; medication administration for Ray Tanaka, in progress; a wellbeing check for Glenys Hart. Complete visit is pressed and Ray's visit turns complete, then Start travel is pressed and Glenys's visit shows en route while the shift keeps its own clock_ _How data moves_ ## Worker records in. Timesheets back. Workday owns worker and organization records. Skedulo uses agreed fields for scheduling and returns recorded time. ### Into Skedulo Sync new hires, worker updates, roles, skills and credentials from Workday HCM. Leave and time off inform availability in Skedulo. Confirm the fields and sync timing during setup. _Illustration: Skedulo card for the Workday integration: Gloria Benitez's time off syncs from Workday and shows as unavailable in Skedulo, then her approved hours go back to Workday time tracking._ ### Back to Workday Send timesheets recorded in Skedulo and Skedulo Mobile back to Workday automatically, using the mappings agreed for your setup. _Leave and availability_ ## Plan coverage around leave from Workday. Leave recorded in Workday appears as unavailability in Skedulo, so schedulers see who's away before they assign work. ![Animated view of a field technician's availability calendar in Skedulo: leave synced from Workday appears on Tuesday, and the matching leave request in the Skedulo mobile app shows as approved.](https://assets.skedulo.com/uploads/2026/07/workday-leave-already-known-alpha.webm) _Worker matching_ ## Assign qualified, available people to each shift. Skedulo matches people to shifts and jobs using the skills, credentials, location and availability on each worker record. Mastermind, part of Skedulo Intelligence, optimizes assignments across the schedule. _Time capture_ ## Capture time in Skedulo Mobile. Workers clock in and out, record breaks and track time against jobs or shifts. Reasons for early, late or missed time stay with the record for manager review. _Illustration: Skedulo mobile app on an iPhone on a hatched ground, the phone cut off at the bottom: Kevin Maszaros's Today card at 10:20 PM, his afternoon shift at Ward B, Southbank, the timer past 8 hours. He taps End shift and the shift's time opens: scheduled 2:00 to 10:00 PM in grey over the actual 2:12 to 10:20 PM in blue, the break in both, 20 minutes over in amber; clock in 12 min late for traffic, the break as scheduled, clock out 20 min over. He picks Handover ran over, submits it to Jen Alvarez, and it comes back approved and sent to payroll._ _Requirements and setup_ ## Connector requirements and setup. Workday lists this integration as Services Engagement Required. Our team scopes the setup with you. ### Workday products - Required: Workday Human Capital Management (Workday HCM) ### Skedulo products - Required: Skedulo Pulse Platform (Workforce Management) - Licenses: Scheduler or Resource licenses ### How it deploys - The Skedulo Frontline Scheduling & Optimization app on Workday Marketplace - A pre-built connector, configured through a services engagement - Skedulo Professional Services and your Workday partner help where custom configuration is needed ### Setup steps - Scope: choose the worker, leave and timesheet records your operation needs - Map: agree which system owns each field, the mappings and the sync timing - Configure: connect and test the data flows with your delivery team - Go live: schedule from Workday records and return timesheets to Workday ## American Red Cross uses Skedulo with Workday data. - **About this result** - In its published scheduling case study, the organization reported a 43% reduction in time to schedule. > Now, Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we've improved utilization and reduced costs significantly. > > — Joe Zito, Vice President of Information Technology, American Red Cross - **43%** — reduction in time to schedule [Read Story](https://www.skedulo.com/customers/american-red-cross/) ## Frequently asked questions ### What data syncs between Workday and Skedulo? New hires and worker updates come from Workday HCM into Skedulo as resources, with their roles, skills and credentials. Leave and time off come across as unavailability. Timesheets recorded in Skedulo go back to Workday. The exact fields are mapped during setup. ### Which direction does data move, and how often? Worker and leave records sync automatically from Workday HCM into Skedulo, and timesheets go from Skedulo back to Workday. We confirm the fields and timing for each flow during setup. ### Which Workday and Skedulo products do I need? You need Workday Human Capital Management (Workday HCM). On the Skedulo side, you need Skedulo Pulse Platform (Workforce Management) with Scheduler or Resource licenses. ### What does setup involve, and how long does it take? Setup uses the pre-built connector on Workday Marketplace and requires a services engagement. We agree the records, ownership, mappings and timing, then configure and test the flows. Skedulo Professional Services and your Workday partner can help with custom configuration. The implementation scope determines the timeline. ### Is the integration included in my Skedulo license? You need the Workday and Skedulo products listed above, and setup runs as a services engagement. We'll confirm what applies to your contract. ### Who supports the integration after go-live? Skedulo supports the connector. Workday Marketplace partner products are supported by the partner rather than standard Workday Global Support, so issues such as failed syncs come to Skedulo. ### How is the connection secured? Skedulo API requests use access tokens, and what an integration can read or change depends on the identity and permissions it runs under. Workday reviewed the integration's reference architecture for Design Approved. Bring your security team into setup to review the fields that move between the two systems. ### What does Workday Design Approved mean? Design Approved means Workday has reviewed and approved the integration use case and proposed reference architecture. It is a different designation from Workday Certified Integration. ### Does Workday stay the system of record? Yes. Workday HCM remains the source of truth for worker and organization records. The agreed fields sync to Skedulo for scheduling, and Skedulo returns timesheets to Workday. _Related products_ ## Explore Skedulo. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Training & Education](https://www.skedulo.com/industries/training-education/) - [Retail](https://www.skedulo.com/industries/retail/) ### Platform - [Integration & APIs](https://www.skedulo.com/platform/integrations/) - [Pulse Platform](https://www.skedulo.com/platform/) ## See Skedulo with Workday. We'll walk through scheduling with your Workday worker data, leave and availability, and show how timesheets return. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Find us on Workday Marketplace](https://marketplace.workday.com/en-US/apps/816929/skedulo-frontline-scheduling-optimization) --- --- url: "https://www.skedulo.com/integrations/zendesk/" type: "page" title: "Scheduling Field Visits from Zendesk Tickets | Skedulo" description: "Planning field visits from Zendesk? Tell us how your support team arranges visits, and we'll confirm whether Skedulo can support the workflow you need." --- # Planning field visits from Zendesk? Tell us how your support team arranges field visits. We'll review your Zendesk setup and confirm whether Skedulo can support the workflow you need. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Technician kneeling beside a washing machine checking job details on a phone](https://assets.skedulo.com/uploads/photo-library/stock/persona-int-zd-hero-20261009b.webp) _Your workflow_ ## Start with what needs to happen after the ticket. Bring us your workflow so we can assess what is supported. ### Booking the visit Which ticket details does the field team need? Who books the visit? Show us how agents arrange visits today, including how they check availability and pass details to the scheduling team. ![Dispatcher wearing a headset at a desk with a map and a color-coded schedule on two monitors, service vans parked outside](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) ### Closing the ticket What should the support agent see when the work is finished? And where does booking slow your team down today? _Skedulo Mobile_ ## Explore Skedulo Mobile. Field teams use Skedulo Mobile, our mobile app, to see their jobs, get directions, complete forms and record progress at the site. Whether those updates can reach a Zendesk ticket is part of what we confirm with you. _Illustration: Skedulo mobile job page on an iPhone on a hatched ground, the phone cut off at the bottom: quarterly site inspection JOB-4803 opens on a real map of Denver, the job's pin on 1160 Pioneer Way and a mark where the technician set off, 123 Birch St. Her location dot moves along E 1st Ave, Speer Blvd and W 8th Ave as the distance counts down from 3.3 mi, then You're at the site. The status runs En route, On site, In progress, Complete as Navigate becomes Check in and Check out; the timeline fills: en route 3:38 PM, arrived 4:05, checked in 4:09, departed 5:23._ ## Frequently asked questions ### Is a Skedulo integration for Zendesk available today? Contact us to confirm current availability, compatibility and implementation options for your Zendesk environment. We'll review your setup before recommending an approach. ### How do we get started? Book a demo and bring your workflow: how tickets become field visits today, which details the field team needs, who books the visit and what the support agent needs to see afterward. We'll confirm whether there's a supported Skedulo approach for your team. _Related products_ ## Explore Skedulo. ### Products - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) ### Industries - [Home Services](https://www.skedulo.com/industries/home-services/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) ### Platform and services - [Integration & APIs](https://www.skedulo.com/platform/integrations/) - [Pulse Platform](https://www.skedulo.com/platform/) - [Professional Services & Experts](https://www.skedulo.com/contact/) ## Talk through your Zendesk workflow. Tell us how tickets become field visits today and what you need to improve. We'll confirm whether there is a supported Skedulo approach for your team. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/frequently-asked-questions/" type: "page" title: "Frequently Asked Questions | Skedulo" description: "Skedulo offers powerful management solutions for your deskless workforce. Get answers about our tools and services through some commonly asked questions." --- # Skedulo FAQ Answers about pricing, Mobile, implementation and support. ## Pricing ## How does the pricing work? Skedulo solutions are available to purchase on an annual subscription basis, with a minimum one-year commitment. Most of our products are licensed and priced per-user, per-month. ## Can I just pay for the web app and not the mobile app? The web and mobile apps support schedulers and frontline workers respectively. For organizations building their own mobile experience, [Skedulo APIs](https://www.skedulo.com/platform/integrations/) provide access to platform capabilities. Talk with our team about the setup and licenses you need. ## What happens to the price if most of my mobile staff are casual/part-time workers? Tell our sales team how many people you employ and how often they work. We'll discuss pricing for your mix of [full-time, part-time and casual workers](https://www.skedulo.com/resources/mobile-workforce-management-checklist/). ## How much does integration cost? Integration costs depend on the systems, data flows and configuration involved. Explore [Skedulo integrations](https://www.skedulo.com/integrations/) and discuss your requirements with our sales team. ## Can I have a free trial? Please discuss with our [sales team](https://www.skedulo.com/contact/). ## Mobile App Capabilities ## Is the mobile app offline capable? Supported job updates are saved on the device while offline and sync when the connection returns. The [Skedulo mobile app](https://www.skedulo.com/product/mobile/) shows updates waiting to sync. Features that require a live connection remain unavailable until the device reconnects. ## Does the mobile app work on Android or iOS? Yes. Skedulo Mobile supports [Android and iOS](https://support.skedulo.com/hc/en-us/articles/360001270995-1-1-The-Skedulo-Mobile-App-Device-Compatibility/). Check device compatibility before rollout. ## Getting Started with Skedulo ## Does Skedulo help with the rollout? Yes. Our Customer Success and Delivery teams help with onboarding, and [Skedulo Professional Services](https://www.skedulo.com/contact/) can support implementation, integrations, extensions and training. The work included depends on your engagement. ## How long does it take to get Skedulo up and running? Timing depends on configuration, integrations, data migration and the teams involved. Our team will scope the work with you and agree milestones for design, testing, training and launch. ## Skedulo Support ## Where is your support based? The Skedulo Technical Support team is spread around the world so that we can serve customers of all sizes and use cases. You’ll be backed by Skedulo experts, including full-time staff members who are physically based out of the following office locations: Brisbane, Australia; Ho Chi Minh City, Vietnam; San Francisco, USA; and London, UK. ## Which languages does Skedulo support? Skedulo Mobile supports English and Spanish, with language packs for additional languages. Ask about the languages your teams need and any customer-facing booking experiences you plan to build. ## See the product in action [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/request-a-quote/" type: "page" title: "Request a Quote | Skedulo" description: "Request Skedulo pricing for your team. Tell us your team size, scheduling needs and the systems you need to connect." --- # Request a quote. For organizations with more than 50 mobile workers looking to: ![Skedulo scheduling illustration](https://assets.skedulo.com/assets/2018/02/illustration-book-a-demo.svg) - American Red Cross - Kaiser Permanente - Vision Australia - Easterseals ## Tell us about your team. Share your team size and the work you need to manage. We'll contact you to discuss the right setup and pricing. - Name - Business email - Company - What should we include in your quote? Submit: **Request a quote** > We've been very pleased with the results. Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we’ve improved utilization and reduced costs significantly. > > — Joe Zito, Vice President of IT, American Red Cross --- --- url: "https://www.skedulo.com/anti-slavery-policy-statement/" type: "page" title: "Anti-Slavery Policy Statement | Skedulo" --- # Anti-Slavery Policy Statement Updated: March 19th 2020 **Summary: This policy sets out Skedulo’s positions on opposing modern slavery and human trafficking as part of Skedulo’s business and supply chain.** Questions? Please contact the Compliance Manager at [legal@skedulo.com](mailto:legal@skedulo.com). ## 1. ANTI-SLAVERY POLICY STATEMENT 1.1 Modern slavery is a crime and a violation of fundamental human rights. It takes various forms, such as slavery, servitude, forced and compulsory labour, and human trafficking, all of which have in common the deprivation of a person’s liberty by another in order to exploit them for personal or commercial gain. We are committed to acting ethically and with integrity in our business dealings and relationships and to implementing and enforcing systems and controls to ensure modern slavery is not taking place in our own business or in our supply chains. 1.2 We are also committed to ensuring there is transparency in our own business and in our approach to tackling modern slavery throughout our supply chains, consistent with disclosure obligations we may have under applicable law. We expect the same standards from our contractors, suppliers and other business partners, and as part of our contracting processes, we include specific prohibitions against the use of forced, compulsory or trafficked labour, or anyone held in slavery or servitude, whether adults or children. ## 2. WHO MUST COMPLY WITH THIS POLICY? 2.1 This policy applies to all persons working for us or on our behalf in any capacity, including employees at all levels, directors, officers, agency workers, seconded workers, volunteers, interns, agents, contractors, external consultants, third-party representatives and business partners. ## 3. WHO IS RESPONSIBLE FOR THIS POLICY? 3.1 Skedulo’s legal team has overall responsibility for ensuring this policy complies with our legal and ethical obligations, and that all those under our control comply with it. A member of the Skedulo Legal has been nominated as the Compliance Manager, and can be reached at [legal@skedulo.com](mailto:legal@skedulo.com). 3.2 The Compliance Manager has primary responsibility for implementing this policy, monitoring its use and effectiveness, dealing with any queries about it, and reviewing internal control systems and procedures to ensure they are effective in countering modern slavery. 3.3 Management at all levels are responsible for ensuring those reporting to them understand and comply with this policy. ## 4. YOUR COMPLIANCE WITH THIS POLICY 4.1 You must ensure that you read, understand and comply with this policy. 4.2 The prevention, detection and reporting of modern slavery in any part of our business or supply chains is the responsibility of those working for us or under our control. You are required to avoid any activity that might lead to, or suggest, a breach of this policy. ## 5. HOW AND WHEN TO NOTIFY IN CASE OF NON-COMPLIANCE 5.1 You must notify the Compliance Manager as soon as possible if you believe or suspect that a breach of this policy has occurred, or may occur in the future. 5.2 You are encouraged to raise concerns about any issue or suspicion of modern slavery in any parts of our business or supply chains at the earliest possible stage. 5.3 If you are unsure about whether a particular act, the treatment of workers more generally, or their working conditions within any tier of our supply chains constitutes any of the various forms of modern slavery, raise it with the Compliance Manager. ## 6. BREACHES OF THIS POLICY 6.1 We may terminate our relationship with other individuals and organisations working on our behalf if they breach this policy. --- --- url: "https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/" type: "page" title: "The Field Service Customer Experience (CX) | Skedulo" description: "Providing an excellent field service customer experience (CX) is a competitive differentiator & revenue lever. Here’s what you need to know." --- # Customer experience in field service - Field Service - Customer Experience - Mobile Workforce Management - What shapes the customer experience? - The cost of a poor service experience - Customer expectations by industry - How to improve field service CX - Customer experience with Skedulo A customer books a repair, takes time off work and waits for a technician. If the appointment changes, they need to know. If the repair needs another visit, they need an explanation and a date. Those moments shape their view of the service as much as the repair itself. PwC's 2018 consumer research found that 73% of respondents considered experience important in purchasing decisions. The research covered several industries, so it is useful context rather than a benchmark for field service. This guide looks at the operational decisions behind the experience: appointment availability, worker preparation, communication, follow-up and billing. ## What shapes the customer experience? Field service customer experience covers the customer's interactions with a provider before, during and after work at their home or business. It includes arranging the appointment, receiving the service and resolving anything left outstanding. A returning customer should not have to explain the same fault again. A technician should be able to see the earlier visit notes, the equipment involved and any access requirements before arriving. That requires usable records and clear responsibility for maintaining them. Start with: - Customer and site details, service history and outstanding requests in the job record. - Communication and appointment preferences that teams can use when arranging service. - Mobile access to the information technicians need at the visit. - Scheduling rules and workflows for confirmations, progress updates and follow-up work. Service teams, dispatchers, customer support and billing all contribute to the experience. Agree which system holds each record and who deals with a missed appointment, unresolved fault or disputed invoice. ## The cost of a poor service experience Technicians often meet customers when something has gone wrong. Access to the fault history, the correct tools and a realistic appointment duration gives them a better chance of resolving it without another visit. Repeated visits cost time and travel. They can also delay payment or put a renewal at risk. Track those effects separately so the cost of poor service is visible. PwC's 2018 research found that consumers would pay up to 16% more for a better experience in some categories. That does not establish a price premium for your service; compare renewal, referral and purchasing behavior in your own customer records. Complaints and reviews can point to specific failures: long waits, unexplained delays, incomplete work or difficulty contacting the provider. Categorize the reasons and check whether the same issues recur after a process change. 73% of respondents in PwC's 2018 research considered experience important in purchasing decisions. Up to 16% price premium in some categories studied by PwC in 2018, not a field service revenue forecast. For field service, measure the commercial effect through repeat visits, complaints, renewals and referrals. ## Customer expectations by industry The details differ by service. A resident waiting for a plumber, a patient expecting a home visit and a facilities manager coordinating maintenance have different timing, access and communication needs. The following examples show what teams need to account for. - Healthcare: Confirm the visit, account for access and communication needs, and make relevant care information available to the authorized team. Keep patients or their nominated contacts informed about changes without disclosing information to the wrong recipient. - Energy, utilities and telecommunications: Explain access requirements, outage or installation windows and any preparation the customer must complete. Coordinate crews and dependencies so an appointment is not offered before the site is ready. - Residential services: Give customers a practical arrival window, a way to report access changes and a clear account of the work completed. Record estimates, additional work and follow-up appointments against the service request. - Construction: Coordinate inspections, specialist trades and approvals around the project sequence. Clients need to understand the effect of a delay on dependent work and revised completion dates. - Real estate: Arrange visits around tenants, property access and contractor availability. Keep owners and property managers informed of findings, repair approval requests and outstanding work. Define the service promise for each type of work, including response times, arrival windows and how updates will be sent. Check that the schedule and staffing plan can support it before making the promise to customers. ## How to improve field service CX Start with a recurring customer problem that the operation can address. For missed arrival windows, examine travel allowances, job duration and dispatch changes. For repeat repairs, examine diagnosis, skills, parts and the information available before the visit. Use customer feedback alongside operational records. A satisfaction score alone rarely explains whether the problem began with booking, dispatch, the visit or follow-up. The measures below help locate the problem and assess whether a change worked. ### 1. Measure the causes of poor service Track both the customer's experience and the process that produced it. Compare complaints with appointment, travel, job and communication records for the same period. Useful measures include on-time arrival, first-time resolution, repeat visits, missed appointments, response time and customer satisfaction. Define how each is calculated and compare similar services rather than combining unlike jobs. ### 2. Review the full customer journey Review a real service request from booking through payment. Include calls, messages, rescheduled visits, approvals and any information the customer had to provide more than once. Identify where staff re-enter data, customers wait without an update or records fail to reach the team responsible. These are specific candidates for integration or workflow changes. Each stage needs its own checks. ### Scheduling Check how quickly requests receive a response and whether the offered appointment accounts for skills, duration, travel and site access. Self-service booking should use genuine service availability. For assisted booking, staff need the same scheduling information. Track abandoned requests and rescheduling alongside time to first contact. ### Service appointment Before the visit, technicians need the reported issue, relevant history, access details and required equipment. During the visit, they need a way to record findings and request support. Measure arrival against the promised window and distinguish a planned follow-up from a return visit caused by incomplete work. ### Invoicing Check whether completed work, approved extras and supporting records reach the billing system without re-entry. Measure invoice errors, disputes and the time between completion and invoicing. Define which records and approvals are required before an invoice can be issued. ### Payment Review how customers receive invoices, question a charge and make payment. Payment belongs in an appropriate billing or payment system, with the relevant status connected to the service record. Track days sales outstanding alongside disputed and overdue invoices; a late payment may have a different cause from a billing error. ### 3. Fix the processes behind the experience Choose changes that address the problems found in the review. The most useful combination may include customer-facing experiences, scheduling, mobile tools and integrations. - Customer self-service: Offer an appropriate way to request or arrange service, review appointment details and provide access information. Connect payment through the billing system where required. - Scheduling: Allocate qualified workers using availability, location, travel time and job requirements. Show dispatchers the effect of a change on later appointments before they commit it. - Communication workflows: Configure confirmations, reminders and change notices around actual job events. Make failed messages and unanswered requests visible to the team responsible. - Mobile access: Give technicians relevant customer history, instructions, forms and equipment details at the visit. Capture findings and outstanding work in the same service record. - Follow-up: Review unresolved work, complaints and agreed callbacks. Assign an owner and due date, then use the completion record to confirm what was resolved. ## Customer experience with Skedulo Skedulo connects scheduling, mobile work and the records around each visit on our Pulse Platform. Customer-facing experiences can support service requests and appointment visibility, while integrations connect the operation to existing CRM, HR and ERP systems. For dispatchers, that means allocating work with the job and workforce context available. For technicians, it means accessing visit details, recording progress and communicating from Skedulo Mobile. Mastermind supports scheduling and route optimization against the objectives and constraints you define. Forms and workflows can extend the service process to cover inspections, approvals and follow-up. Connexin describes the effect on its customer and team experience: “We can now deliver a better customer and team experience. Our software team integrates via API so customers can book jobs around their availability. Without Skedulo, we couldn’t maintain our customer care standards or meet our business and investor targets.” Connexin Read the Connexin customer story for its account of API-connected booking, customer care and supporting a larger workforce. ### Field operations research and product updates - Research on frontline operations - Customer stories and service examples - Skedulo product updates Communications are limited to relevant news and insights. ## See Skedulo in action [Talk to an Expert](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/" type: "page" title: "The ROI of Tech Investments for Mobile Workers | Skedulo" description: "Calculate the costs & benefits of advanced software for frontline workers, including how it impact utilization, efficiency & service quality." --- # Calculating ROI for mobile workforce technology - Technology - Field Service - Mobile Workforce Management - ROI formula - Calculating costs and benefits - Calculate software ROI: step by step - Evaluating the case for Skedulo A workforce platform can reduce scheduling effort, improve capacity and change the cost of delivering service. The business case needs to show which of those benefits your operation can realize, when they will arrive and what the change will cost. Use this guide to build a model from your own operating data. Separate cash savings from capacity gains, test uncertain assumptions and include the work required to implement and adopt the software. ## ROI formula Return on investment compares the financial benefit of an investment with its cost over a defined period. Expressed as a percentage: ROI = (Total financial benefits - Total costs) / Total costs x 100 Use the same time period for benefits and costs. The Skedulo ROI Calculator can provide a starting point for a scenario; validate its inputs and assumptions against your records before using the result in a business case. ## Calculating costs and benefits Start with the operational changes you expect the software to support. Group them so the same benefit is not counted twice: - Customer service: Repeat visits, complaints, renewals and customer retention. - Employee experience: Scheduling effort, administrative time, workload and retention. - Operations: Travel, overtime, utilization, service quality and completed work. - Growth: Capacity for additional demand, regions or service types. A reduction in paid overtime may produce cash savings. Time released from scheduling may create capacity without reducing payroll. Additional appointments may generate revenue, but their contribution depends on the cost of providing them. Track service quality and employee experience alongside the financial model. When assigning a financial value to an uncertain benefit: - Use your own baseline where available. Label external benchmarks with their source, date and relevance. - State the proposed mechanism, such as fewer last-minute schedule changes, and the evidence connecting it to the expected benefit. - Model a range rather than presenting one retention or productivity improvement as certain. - Record dependencies and overlaps. Do not count the same released hour as both a staffing saving and capacity for additional work. ## Calculate software ROI: step by step Build a model that can be checked after implementation, with a named owner for each assumption and measure. - Set the evaluation period and decision criteria before estimating benefits. - Define the measures: Choose the operational changes the investment is intended to support, such as less travel, fewer repeat visits or reduced scheduling effort. - Establish the baseline: Use a representative period and record differences by region, service and workforce group. Note seasonal demand or other changes that could affect comparisons. - Forecast improvements: Use pilot results, relevant customer evidence or clearly labeled assumptions. Model conservative, expected and higher-benefit scenarios. - Value the changes: Separate realized cost reductions, additional contribution from sales and released staff capacity. Explain how each estimate becomes a financial benefit. - Include total costs: Account for subscriptions, implementation, integrations, data preparation, training, internal project time and ongoing administration. - Compare over time: Allow for rollout and adoption before assuming full benefits. Show the timing of costs and benefits as well as the total. - Review actual performance: Compare the same measures after rollout, investigate differences and update the forecast. ### Customer service Job history, accurate requirements and access to technical information can help a technician arrive prepared. Measure whether that reduces repeat visits or time spent seeking information. The financial effect depends on your service model. A repeat visit under a fixed-price contract adds cost; improved renewal rates may affect future revenue. Use your own contract and customer data to estimate either benefit. Potential measures include: - First-time resolution: Compare repeat visits for the same issue and include the associated travel, labor and parts costs. - Arrival reliability: Measure performance against the promised window and track the reasons for missed appointments. - Service preparation: Record visits delayed by missing information, equipment or an incorrect skill match. - Customer retention: Compare renewal or repeat-purchase behavior over an appropriate period, accounting for price and service changes. ### Employee time and retention Poor tools can add administrative work and make schedules difficult to manage. Employee feedback can identify those problems, but it does not by itself establish how much turnover a new system will prevent. Illustrative scenario: A company with 120 technicians and 20% annual turnover replaces 24 people a year. At an assumed replacement cost of $50,000 each, that is $1.2 million. Reducing turnover to 15% would mean six fewer replacements and $300,000 less in modeled replacement costs. This is a potential benefit before software and implementation costs, not an ROI percentage or a predicted result. Check what the replacement-cost estimate contains, including recruitment, training and time spent by existing staff. Avoid also counting those same hours under productivity benefits. Assess the proposed changes through: - Schedule quality: Track late changes, overtime and how well assignments reflect availability and agreed working hours. - Access to information: Measure time spent searching for job details or contacting colleagues for missing information. - Workload distribution: Compare assignments, travel and unfilled work across teams rather than relying only on an average utilization figure. - Travel: Measure driving time and distance for comparable work, including any effect on paid hours and vehicle costs. ### Operational costs and capacity Scheduling, travel and administration are measurable sources of cost. Establish the baseline before estimating what automation or a new allocation policy could change. Illustrative scenario: At 150 appointments a month and $300 per appointment, monthly revenue is $45,000. Completing 8% more appointments adds 12 per month, or $43,200 in annual revenue, if demand exists and the price is maintained. Calculate the additional delivery costs before treating any of that revenue as a financial benefit. Areas to assess include: - Released capacity: Measure time saved on travel, administration or scheduling, then state how the operation will use it. - Scheduling effort: Compare the staff time required to create, change and communicate schedules for a similar volume of work. - Corrections and rework: Track duplicate entry, incorrect allocations and incomplete records, with the time or expense required to resolve them. - Optimization: Test scheduling objectives and constraints against representative demand. Compare the proposed schedules with the baseline for travel, capacity and service commitments. - Operating expense: Separate actual reductions in overtime, fuel, external support or software costs from gains that create capacity without reducing expenditure. Compare the proposed investment with a realistic alternative, including the cost of maintaining existing systems and processes. Avoid assuming all current inefficiency can be removed by software. 48% less scheduling time reported in Skedulo's published customer research. 27% more jobs completed reported in Skedulo's published customer research. 20% higher resource utilization reported in Skedulo's published customer research. ### Growth and system costs Additional capacity has value when there is demand the business can serve. Model the work available, the price and margin, and any extra staffing, equipment or administration it requires. Test the system against the expected operating scale: regions, workers, job volumes, scheduling rules and integrations. Include the cost of supporting that scale in the business case. Assess security and information handling separately with the responsible teams. Better access controls or records may address a known risk, but do not convert a general breach-cost figure into an assumed saving. Other factors may include: - Governance: Check how credentials, required approvals and work records are maintained. Evaluate the evidence needed for your obligations; software does not guarantee compliance or remove liability. - Planning data: Assess whether consistent job and workforce records improve demand analysis and capacity decisions. Test data quality and reporting effort. - System consolidation: Identify tools that can genuinely be retired, including their contracts, migration costs and dependencies. Do not assume a platform replaces every connected system. - Additional work: Model the contribution from new appointments or services after delivery costs, and account for the capacity already counted elsewhere. ## Evaluating the case for Skedulo Skedulo combines scheduling, mobile work and our Pulse Platform. A business case can assess the effect of allocation and route optimization, less manual scheduling, mobile access to job information and connected operational records. The following results appear in Skedulo's published customer research and stories. They describe those customers' experiences, not forecasts for a new deployment: - 8% increase in customer satisfaction scores, with customers like Rocket Fiber improving customer satisfaction by 68% - 48% reduction in time required to schedule workers - 20% increase in resource utilization, meaning workers complete more jobs in the same timeframe - 27% more jobs completed, with customers like Solace Pediatric Home Healthcare reducing patient no-shows by 84% in a single quarter Use the Skedulo ROI Calculator to begin a scenario, then work through the assumptions with your operations and finance teams. A useful proposal makes the expected changes, costs and measures explicit enough to review after rollout. ### Field operations research and product updates - Research on frontline operations - Customer stories and service examples - Skedulo product updates Communications are limited to relevant news and insights. ## See Skedulo in action [Talk to an Expert](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/2022-state-of-deskless-work-report/" type: "page" title: "2022 State of Deskless Work Report" description: "80% of the global workforce is deskless. New research highlights the challenges deskless workers face amidst workplace evolution. See what the findings could mean for you and your company." lastmod: "2022-12-12" --- # 2022 State of Deskless Work Report _Report_ ## 2022 State of Deskless Work Report 80% of the global workforce is deskless. New research highlights the challenges deskless workers face amidst workplace evolution. See what the findings could mean for you and your company. > "Over half (51%) of deskless workers would leave their current jobs to gain access to more autonomy and flexibility." ### Executive Summary The past two years of distributed work and accelerated digital transformation have changed work for the better. Namely, today's knowledge workers benefit from unprecedented levels of autonomy and flexibility. But at the same time, workers who sit at a desk in a traditional office setting are increasingly rare and currently account for just [1 in every 5 employees](https://www.ibtimes.com/deskless-technology-breaks-through-during-pandemic-beyond-3113559) around the world. The other 80% of the global workforce is deskless, traveling and operating in the field. This workplace evolution impacts all of us, but much of the discussion has been focused on desk-based knowledge workers. So, we wanted to know: Have deskless employees experienced the same gains as desk-based workers or are divisions growing? And what does this mean for employers? To answer these critical workplace questions, Skedulo surveyed 500 deskless employees based in the United States, as well as 500 desk-based employees for comparison. We asked employees about their job experiences, expectations and thoughts about the current workplace evolution to discover how changes in autonomy, flexibility and technology impact deskless workers’ satisfaction, productivity and retention. Read the full report to learn what the findings of our **2022 State of Deskless Work Report** could mean for you and your company. [Download the full report](https://info.skedulo.com/rs/960-CDH-700/images/State-of-Deskless-Work-Report-2022_Skedulo.pdf) --- --- url: "https://www.skedulo.com/about-us/" type: "page" title: "Building Tools to Empower the Deskless Workforce" description: "The Skedulo team collaborates to create tools that empower the deskless workforce. Learn more about Skedulo, our mission, our values, and our people." lastmod: "2025-07-04" --- # Building Tools to Empower the Deskless Workforce _About Skedulo_ ## Building Tools to Empower the Deskless Workforce Skedulo creates cloud-based software to allow any company in any industry to schedule, manage, engage, and analyze their deskless workforce. > Skedulo is on a mission to support the 2.7 billion people in the world—and the companies that employ them—who do not work at a desk every day. Our global teams are collaborative, ambitious, innovative, and passionate about helping our customers to realize their fullest potential by enabling their mobile workforces. - **105k+** — Active users - **65m+** — On time appointments - **$115m+** — Funding to date - **250+** — Enterprise customers _Our Platform_ ## The world's first platform for the deskless workforce In today’s world, deskless workers outnumber desk-based workers four-to-one. Yet these workers have been overlooked by technology providers and are still largely organized using paper, spreadsheets, and substandard technology. That’s why we’re building [The Deskless Productivity Cloud](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), the powerful, scalable, and flexible technology platform to help organizations manage their mobile workforces, engage employees, and delight their customers. _Our Team_ ## Who we are and how to join us ### We’re called Skedgends We aspire to be nothing short of legendary. Well, Skedgendary. We treat each other with kindness and generosity. We are a team that respects each other and can tackle any difficult problems—together. ### What we value Our values are more than aspirations—they come to life in the way we work together every day. Our core values are: Caring First, Fearless Together, Boldly Innovative, Customer Driven, No Shenanigans ### Careers If you’re ready to join an energetic group of creative, powerful, and fun professionals, take a look at the open opportunities to become a Skedgend. ## Our Leadership Skedulo’s Management Team is a group of passionate leaders dedicated to the success of Skedulo customers, partners, and employees. [View Leadership Team](https://www.skedulo.com/leadership/) ## Our Investors ## Skedulo in the press ### Skedulo secures $75M to manage and analyze the deskless workforce VentureBeat, July 7 2021 ### How this small S.F. company is playing key role in California's Covid vaccination effort San Francisco Business Times, January 2021 ### New Survey: Covid-19 Has Significantly Impacted Workers And Their Performance Forbes, November 10 2020 ## Global offices --- --- url: "https://www.skedulo.com/aged-care-ndis-post-acute-nursing-sf/" type: "page" title: "Skedulo for Aged Care, NDIS, and Home Healthcare" description: "Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your clients the right care at the right time with Skedulo." --- # Skedulo for Aged Care, NDIS, and Home Healthcare ## Skedulo for Aged Care, NDIS, and Home Healthcare Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your clients the right care at the right time with Skedulo. ## Why partner with Skedulo? #### Enhance quality of care Quickly schedule entire care plans with appointment reminders and digital job notes. #### Maximize billable hours Track time spent and tasks completed with timely data to support billing and reimbursements. #### Boost satisfaction Empower your care providers and clients with real time communication and feedback. #### Manage changes fast Seamlessly manage your schedule when a care provider or client cannot make an appointment. ## Take your care to the next level with Skedulo --- --- url: "https://www.skedulo.com/become-a-partner/" type: "page" title: "Partner with Skedulo" lastmod: "2021-01-15" --- # Partner with Skedulo ## Partner with Skedulo ## Let's talk about building on our Pulse Platform together. --- --- url: "https://www.skedulo.com/blog/10-things-to-look-for-in-a-high-capacity-scheduling-solution/" type: "blogPost" title: "10 things to look for in a High Capacity Scheduling solution" author: "Chelsea Basilotta" date: "2020-12-22" description: "COVID-19 testing and vaccination need high capacity scheduling that makes booking safe, secure, and easy. Here are 10 things to look for in a solution." lastmod: "2021-05-03" --- # 10 things to look for in a High Capacity Scheduling solution Published December 22, 2020 · Updated May 3, 2021 · By Chelsea Basilotta · 5 min read With vaccinations/immunizations starting to roll-out globally, the reality of being able to re-open the world is getting closer. Economic planners and public health officials must balance risk and weigh options for re-opening, find controlled and effective methods to avoid crowding, and solve for social distancing at scale. As an organization that plans to provide COVID-19 testing, [vaccinations](https://www.skedulo.com/industries/healthcare-human-services/), or requires a comprehensive re-opening plan, evaluating a [high capacity scheduling solution](https://www.skedulo.com/product/field-scheduling/) that provides safe, secure, and easy-to-use scheduling and appointment setting for the masses, should be priority number one. But how do you know what makes a good high capacity scheduling solution? When evaluating a solution to re-open your world, on schedule, ask yourself if it has these ten crucial capabilities. ## 1. Process appointments at scale The high capacity appointment booking software you put in place should be able to handle the scheduling of appointments at a mass scale, but also be easy for the general public to use. From a tech-savvy Gen Z’er to your grandma, anyone should be able to follow this path to secure their testing, vaccination or other appointment: - Navigate to your website and select to schedule an appointment - Enter their information, including their address - Select from the available options, determined by their address, as the locations that are closest to them - Upon selecting a location, select an appointment time slot from the available times - Receive a text message or email confirmation for the appointment that includes all of the necessary information (a QR code for contactless check-in, a confirmation code, when, where, what to expect, etc.) - If needed, navigate back to your website to cancel or reschedule their appointment using the provided confirmation code ## 2. Send fully customizable email and text notifications Receiving a COVID-19 test or vaccination can be nerve racking, keep individuals informed throughout the process with clear appointment details, reminders, and notifications sent via automated text message or email. Look for a high capacity scheduling solution that includes the ability to send these text and email notifications, but also allows for your team to customize the messages that get sent to include know-before-you-go information including additional directions, reminders about required PPE, even what to expect when receiving a test or vaccination all in addition to the confirmation code and QR code that should come standard when booking an appointment. **Find out if High Capacity Scheduling is a good fit for you** ## 3. Contactless check-in For all interactions today, safety is paramount, but even more so for close-quarters healthcare interactions. When social distancing is not possible, masks, other PPE, and moving to contactless processes could be the thing that stands against exposure. Providing a method for contactless appointment check-in can also help ensure the safety of both care providers and individuals receiving a test or vaccine. Make sure your high capacity scheduling vendor provides a QR code, along with a confirmation code, that can be scanned on-site by staff members for contactless check-in, removing the need for paperwork. ## 4. Deliver test result alerts Your solution should be able to send an alert or notification via text message or email address to an individual, letting them know their test results are ready to view, enabling them to go to the test provider's website to receive their test results. ## 5. Schedule staff members for one or multiple locations As we are in the heat of planning for these testing and vaccination scenarios, one essential thing that tends to be forgotten about is the scheduling of the caregivers and staff that will be working at these locations. Look for a holistic appointment booking software solution that will help you with not only the high capacity scheduling of appointments for the public, but also the shift scheduling of your personnel. ## 6. Accommodate vaccination schedules Depending on the vaccine and which manufacturer it comes from, an individual will require at least two doses over a span of weeks or months. Your high capacity scheduling solution will need to be able to accommodate the scheduling of multiple appointments for one individual, and this can be done one of two ways: - **Schedule all of the dosage appointments at one time.** When an individual navigates to your webpage to book their vaccination appointment, they will be prompted to book not just the initial appointment, but all appointments required for that vaccination series within the appropriate time frame for that particular vaccination. - **Individually book dosage appointments.** You may want to provide individuals the flexibility to schedule only the first appointment, and then once that first appointment is complete, the patient will receive a reminder, via text or email, letting them know that it’s time to schedule their next appointment. ## 7. Scale pop-up locations on-the-fly When it comes to COVID-19, things seem to change by the minute. At one moment a community may be in a safe place and in the next they could see an outbreak. Look for a high capacity scheduling solution that provides the flexibility to quickly and efficiently put together pop-up testing or vaccinations locations where they are needed most. Easily administered and managed by anyone at your organization, add the location and hours of operation to your appointment booking webpage to start accepting new appointments immediately. ## 8. Administer and manage with clicks, not code Since things are changing so rapidly, and there are always unexpected challenges, having a solution that can be easily administered and managed by anyone at your organization is much more than a nice-to-have. Look for a high capacity scheduling solution that allows your team members to set up and easily change things like: - Setting up a new testing or vaccination location - Adjusting the hours of operation for one or multiple locations - Editing the length of appointment time slots - How many appointments are offered in a given day and time slot - How many staff members are needed for a location ## 9. Integrate with inventory management and supply chain systems The best solutions have open APIs that allow integrations with any technology that your organization might be using, including inventory management and supply chain systems, making it easy to track resources like test kits, vaccinations, and any necessary equipment. Having a bird’s eye view of this information will help you determine your capacity at one or multiple testing or vaccination locations. For example, if you have enough staff and test kits to provide 50 tests on a given day, your appointment scheduling system needs to reflect that capacity, so that there are 50 appointment slots available to be booked that day. On the flip side, if a shipment of tests or vaccinations was not delivered, and you only have 10 test kits available, your appointment scheduling system will need to be updated on-the-fly to reflect that new capacity. ## 10. Data security is taken seriously There is a lot of data being processed around COVID-19 testing and vaccinations - personal data, data about vaccinations, data about test locations, demographic data and more. It’s important that the vendor you chose for high capacity scheduling is passionate about keeping your data safe and will do everything they can to make sure your data is secure to the highest standards. So if you're looking for a system to help you manage the high capapcity scheduling for your organization for COVID-19 testing or vaccination/immunization administration, book a demonstration today! ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/" type: "blogPost" title: "13 Types of Schedules for Mobile and Blended Teams" author: "Craig Panigiris" date: "2021-03-29" description: "The right schedule for a mobile or blended team increases productivity and profits. Learn about 13 types of schedules and how technology can help." lastmod: "2021-03-29" --- # 13 Types of Schedules for Mobile and Blended Teams Published March 29, 2021 · By Craig Panigiris · 13 min read ![difftypesschedules](https://assets.skedulo.com/assets/2021/03/DifferentTypesOfSchedules_02-21_blog-header_1050x557@2x-1.jpg) As the business landscape evolves, largely due to rapid globalization and the technological boom of the 21st century, organizations can see that the traditional, one-size-fits-all method of managing and scheduling a workforce is no longer enough. It’s increasingly common to find a company with 100+ employees with no office spaces or ‘set’ working hours. Though this flexibility has great advantages, it does bring along with it a new challenge: scheduling the modern workforce. As companies innovate and experiment with new ways to schedule their mobile, fixed-location, or blended workforce, we see new types of schedules emerge. And it’s no wonder why businesses are searching for the right scheduling fit for their employees—lax or inadequate scheduling can have [dire effects](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) on efficiency, productivity, and employee and customer satisfaction. ## The Importance of Choosing The Right Type of Schedule Optimizing operations and output can only be done by choosing the type of schedule that best corresponds to the needs of your employees, customers, and business objectives. There are several important reasons to think carefully about the schedule you adopt for your mobile workforce: - **Improved employee experience and engagement** - When [employees have clarity and unhindered visibility](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) of their working hours and workload, they gain peace of mind. Organizations that use the right type of schedule can better engage and empower their employees by providing them with the tools and work assignments they need to be successful, creating a better overall experience for workers. A well-organized and strategically scheduled workforce creates a better employee experience, and companies with high levels of employee engagement are [21% more profitable](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/?sh=fdd7e3a22a03) on average. - **Proper matching of employees and jobs **- Employees who operate within suitable roles demonstrate high performance, are more satisfied, and are better equipped to serve customers. But matching employees based on skill set, location, and preference can be a difficult, labor- and time-intensive task—and one that can easily be riddled with mistakes, especially when staff schedulers are juggling the schedules of both mobile and fixed-location workers. With the proper type of schedule, employees are sent to the right job based on those requirements every time, saving their organization valuable time and, in turn, money. [Customers are met](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) by employees who can get the job done on time, the first time. - **Reduced burnout** - Stress is a huge productivity killer. Increased stress can decrease the output of employees drastically and even lead to high turnover rates, which brings about higher recruiting and onboarding costs. A suitable schedule reduces the stress of both staff schedulers and employees. Deskless workers know when they will work, have the ability to plan their workloads, and can adapt to a schedule that suits both them and their company. - **Better-prepared mobile workers** - [Scheduling a broad and varied workforce](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) certainly presents some complexities, but one of the biggest challenges is aligning the personnel to work in tandem and produce quality work in a timely manner. By choosing the right schedule, you can achieve that balance and be able to call on prepared employees, rather than just waiting for a response or scheduling haphazardly. An employee will know when they are expected to answer, deliver, travel to a job site, or complete any other task. Having a well-oiled machine that operates on the right schedule can vastly affect your ability to meet (or exceed) customer expectations. - **Deeper insights into resources -** Once you have the right type of schedule in place, you’ll gain visibility into the availability of your resources, workflow, gaps in your process, and any strengths on which you can capitalize. These valuable insights enable you to [cut unwarranted costs](https://www.skedulo.com/blog/how-employee-scheduling-can-impact-revenue/) and fully utilize your workers’ time and talents, and create a solid plan for growth and greater profitability. ## 13 Types of Employee Schedules for a Mobile & Blended Workforce ##### 1. Standard Schedules ##### 2. Fixed Schedules ##### 3. Full-time Schedules ##### 4. Part-Time Schedules ##### 5. Shift Schedules ##### 6. Freelance Schedules ##### 7. Unpredictable Schedules ##### 8. Seasonal Schedules ##### 9. Alternate Schedules ##### 10. Rotating Schedules ##### 11. Split Schedules ##### 12. On-call Schedules ##### 13. Overtime Schedules **See Skedulo in action** ## 13 Types of Employee Schedules for a Mobile & Blended Workforce There is no _best_ type of schedule, but there is the best type of schedule for your unique workforce. Here are 13 types of schedules that are used for a wide variety of workforces: ### 1. Standard Schedules The vast majority of companies used a “standard” work schedule in the past, particularly in desk-based workplaces. More commonly referred to as the 9-to-5 work schedule, it has a set amount of days and hours that employees work through every week. Standard schedules are normally set in stone and don’t change, which makes it easy for managers to keep track of attendance and capacity. This type of schedule may work for a marketing organization, a software sales business, or financial advisors. **✅ Key benefit: **Simple, straightforward, easy resource planning **❌ Key challenge: **Doesn’t work for companies that need round-the-clock coverage ### 2. Fixed Schedules Similar to standard schedules, fixed schedules set certain days and times for employees to work within. Those times may not be the standard 9-to-5, but instead, any hours (or days) within the week. Fixed schedules set working hours on a daily, weekly, or monthly basis, and due to their simplistic nature, the same template can be used over time and again. A fixed schedule gives employees the clarity they need to plan ahead and give organizations great visibility over their resources and labor costs. Fixed schedules are often a favorite among businesses who offer 24/7 residential, troubleshooting, or logistics services. **✅ Key benefit: **Great for companies who deliver services both during and outside of the 9-to-5 day **❌ Key challenge: **Doesn’t work for businesses that may require employees to work at a moment’s notice ### 3. Full-time Schedules Full-time schedules are mainly concerned with a set amount of working hours per week. The most common is 40 working hours—usually 5 days of 8 working hours each, but full-time schedules could be 4 days a week with 10 hours a day, 6 days a week with 6.5 hours a day, or another combination. Full-time schedules are focused on the total number of hours rather than the distribution of those hours. Full-time schedules make it easy for management to plan and control the availability of the workforce, but it does have the downside of minimizing schedulers’ ability to get the odd few extra hours from employees (unless they are willing to pay overtime). This becomes more difficult during hectic times like the holiday season in retail, when the workload increases but does not justify a new hire. Full-time schedules are common among warehouse operators, realtors, and retailers. **✅ Key benefit: **Easy for capacity planning and understanding availability **❌ Key challenge: **Requires overtime pay for extra hours worked ### 4. Part-Time Schedules Part-time schedules, much like full-time schedules, are focused on a certain amount of working hours per week. The key difference is that part-time work schedules have a lower threshold of working hours, as an employee may work only 16-20 hours per week, or work just a couple of days per week. Part-time schedules are very popular among working students or people with personal commitments, and you’ll find some sectors, such as retail or customer service, take advantage of this type of schedule. Other sectors, such as manufacturing or medical institutes, may find it more difficult to effectively operate on part-time schedules, as they rely on highly specialized employees who are not as interested in part-time work, or whose roles are not easily filled. **✅ Key benefit: **Often gives managers a larger selection of employees to choose from **❌ Key challenge: **Can complicate scheduling since so many individuals with different availability are involved ### 5. Shift Schedules Shift schedules are quite common, especially in businesses that operate 24 hours a day, such as hospitals, fast food restaurants, or transportation services. [Shift- and roster-based schedules](https://www.skedulo.com/blog/why-you-need-shift-management-software/) usually break down the working day into three or four shifts depending on the need; you’ll normally find an early shift (e.g. 8 am - 4 pm), a late shift (e.g. 4 pm -12 am), and a night shift (e.g. 12 am - 8 am). Shift schedules give employees, like technicians or [in-home healthcare providers](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/), a chance for stability, while also ensuring you’re meeting customer needs. Switching shifts between employees is common and gives them more flexibility, while companies get full coverage for customers, creating a win-win situation. **✅ Key benefit: **Great for businesses who operate outside of ‘regular’ business hours **❌ Key challenge: **Can be challenging to schedule less ‘ideal’ shift times ### 6. Freelance Schedules Freelance schedules are quite new compared to more traditional schedule types. A freelance or contracted employee is given a deadline to deliver a task without any set working hours. Freelancing schedules are highly beneficial for employees who want more autonomy and are able to manage their time efficiently, like [independent contractors](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-contractors/). Freelancers are not technically employees, so companies also save on other costs such as health insurance or Social Security contributions, with [savings sometimes even reaching 30%.](https://recruiterbox.com/blog/freelance-vs-fulltime-pros-cons-hiring-independent-contractor#:~:text=Even%20at%20a%20higher%20hourly,as%20Medicare%20and%20Social%20Security.) **✅ Key benefit: **Compensate employees only on work delivered, rather than time spent **❌ Key challenge: **Requires a high level of trust and far less control over employees’ time ### 7. Unpredictable Schedules Unpredictable schedules follow no set pattern and can change on a weekly basis. This hectic nature means employees will struggle to plan their personal lives, while companies have to create a schedule from scratch each day or week. This schedule is not common among companies and is usually used as a temporary measure in extreme cases, such as a mass employee exodus or a pandemic. Some states in the U.S. have laws banning this type of schedule due to its negative impact on employees. **✅ Key benefit: **Works in a pinch or for businesses with limited ability to plan ahead **❌ Key challenge: **Doesn’t allow for accurate capacity planning ### 8. Seasonal Schedules Seasonal schedules are used by businesses that open for a limited time of the year or for those that require an additional workforce during specific seasons (i.e. the holidays in retail, or summer for travel and hospitality). **✅ Key benefit: **Great way to fill a gap during a busy time without the cost of hiring and training a full-time employee **❌ Key challenge: **Relying on temporary workers creates a hiring, training, scheduling, and quality control burden each season ### 9. Alternate Schedules Alternate schedules are usually temporary schedules that apply when an employee has a certain need that requires accommodation. These schedules are used to fill the gap, either days or working hours, left empty by that employee. Maternity coverage, medical issues, and extended training programs are some common examples of instances that require an alternate schedule. **✅ Key benefit: **Ensures coverage and delivery of products/services during irregular circumstances **❌ Key challenge: **Can be cumbersome when used for capacity planning over longer periods of time ### 10. Rotating Schedules Rotating schedules are normally used in tandem with shift schedules. Organizations such as hospitals or public services (i.e. police, maintenance, etc.) have the need to implement this schedule for their workforce. Rotating schedules keep shifting shifts from one week to another, as an employee can work the early shift one week and the late shift the next. These schedules can provide some variation, especially for employees who do not want to be on a certain shift indefinitely. But these schedules can have a negative effect on employees for the same reason as unpredictable schedules: the changes from week to week make it hard to plan activities and family outings outside of work hours, which can lead to disengagement or burnout. **✅ Key benefit: **Ensures coverage and delivery of products/services during irregular circumstances, allows for variation in shift patterns **❌ Key challenge: **Can lead to unbalanced workloads, which are difficult to resolve and manage ### 11. Split Schedules Split schedules allow employees to work a certain amount of hours, leave for some time, and come back to continue their work. For example, an employee can work 9-12, leave for 3 hours, and come back to continue their work later in the day. These schedules can be tiresome for employees, and many states in the U.S. have even set regulations on how they should be used. Sometimes, however, they give the employee an important window of time in which they can complete a personal task, like picking up their children from school or attending continuing educational courses. **✅ Key benefit: **Ensures coverage during peak business hours while offering flexibility for employees’ personal situations **❌ Key challenge: **Difficult to keep up with properly and manage fluctuating schedules ### 12. On-call Schedules On-call schedules are used when an employer requires an employee to work at a moment’s notice to conduct work. This is quite common in the healthcare industry, as doctors usually have an on-call day during the week in which they are allowed to be elsewhere, as long as they are ready to respond to a potential shift at a moment’s notice. This schedule can be used in tandem with rotating schedules to ensure that in the case of an emergency, an employee can be called in quickly to handle it. You’ll rarely find this schedule in offices, but you can find doctors, IT specialists, and technicians working on this schedule. **✅ Key benefit: **Great for healthcare or IT teams that need round-the-clock coverage but can’t predict exact resource needs for a certain specialty service **❌ Key challenge: **Unpredictable for employees, which can lead to burnout and unnecessary turnover costs ### 13. Overtime Schedules Overtime schedules are used when employees exceed full-time working hours. This may be common in industries where there is a big push to get something done on time, like release time for video game developers or tax season for accountants. Overtime hours usually come with a higher pay per hour (1.25 or 1.5 ratios, for example), but prolonged overtime can lead to employee burnout. **✅ Key benefit: **Ensures product or service delivery during big projects or hectic seasons **❌ Key challenge: **Excess costs that aren’t sustainable longer-term ## How The Right Scheduling Software Can Help Using [robust scheduling software](https://www.skedulo.com/blog/is-your-scheduling-software-up-to-standard/) can greatly improve your workforce output, allow you to deliver consistent value to your customers, and give you the peace of mind to grow your business. Here are some of the top advantages of implementing the right scheduling software: ### Intelligent Job Matching By using scheduling software with automated job matching, you can easily match employees to roles through a data-driven and objective process. The software aligns job requirements along with the best-fitting schedule for employees, allowing you to maximize their output, increase employee engagement, and avoid employee burnout. ### Centralized Communication With scheduling software that includes both desktop and mobile access, you can centralize communication and align goals without missing a beat. Employees will have a platform for [enhanced communication in their pockets](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/), enabling them to connect with coworkers, schedulers, and customers in real time. This will decrease the time spent checking multiple apps (like email, phone calls, and text messages) and ensures that communication is streamlined and clear. ### Automated Scheduling A strong scheduling solution uses automation to ease the burden of (or eliminate entirely) manual scheduling processes. Instead of spending hours manually creating schedules based on assumptions, which can lead to mistakes and burnout, automated scheduling software securely uses your company data to create schedules that fit your mobile workers’ skill sets and the level of demand for your services, every time. Artificial intelligence (AI) has and will continue to improve scheduling, as well. [AI scheduling](https://www.hrtechnologist.com/articles/mobile-workforce/how-home-services-providers-can-manage-a-scaling-mobile-workforce/?utm_source=linkedin&utm_medium=social&utm_campaign=hrt_041019_Xbc_Link&utm_content=How&utm_term=nina) technologies can create effective schedules with a single click, saving valuable time and effort and giving your teams the ability to focus on more important tasks. With [intelligent matching](https://www.skedulo.com/product/skedulo-intelligence/) as the basis of your AI-based scheduling system, you can improve the customer experience by equipping your employees with real-time maps to arrive on time and appointment details to get the job done right. ### Integration with Existing Systems A strong scheduling solution will [integrate with the other software](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) you already have to create a centralized hub for control and access to information. A scheduling solution can be linked to your HR platform, finance solutions, project management solutions, employee KPIs, and more. This provides back office and deskless workers with total synchronization and the ability to access real-time information about customers, inventory, and your mobile workforce, even in the field. ## Implement The Right Schedules with Ease The right scheduling methodology for your unique workforce, coupled with a strong scheduling solution, is essential for maximizing the output of your workforce. The right scheduling software can enable your organization to increase employee satisfaction, cut unnecessary costs, and overcome the obstacles associated with scheduling mobile and blended workforces. Skedulo’s intelligent scheduling software eliminates the need for manual processes and enables you to easily match deskless workers to the right jobs, gain deep insights into resources, and communicate seamlessly across your entire deskless workforce. Learn more about how Skedulo can [simplify your scheduling process](https://www.skedulo.com/product/field-scheduling/), or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/2020-state-of-work-report-defining-a-new-normal-amid-covid-19/" type: "blogPost" title: "2020 State of Work Report: Defining a New Normal Amid COVID-19" author: "Michael Gleason" date: "2020-12-10" description: "Our 2020 State of Work Report looks at the survey results and what they mean for businesses planning their recovery after a difficult year." lastmod: "2020-12-10" --- # 2020 State of Work Report: Defining a New Normal Amid COVID-19 Published December 10, 2020 · By Michael Gleason · 2 min read Did you know that nearly a third of frontline workers have either contracted COVID-19 directly, or know someone who has? Or that more than half of all workers are less satisfied in their jobs now than they were before COVID? These are just two of the troubling findings Skedulo has learned from our recent New Normal Data Study of almost 1,500 deskless and desk-based workers across several countries and a variety of industries. In our[ 2020 State of Work Report: Defining a New Normal Amid COVID-19](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_The_2020_State_of_Work_Report_Defining_a_New_Normal_Amid_COVID19.pdf), we delve into the survey results and what they mean for businesses planning for recovery after a difficult year. We found the biggest challenges facing organizations are: - productivity - safety - staff satisfaction Almost a third of deskless workers say their productivity has diminished, while 34% of field workers believe they are now unable to deliver the same quality of customer service as they were pre-pandemic. Perhaps the biggest concern is health safety, where frontline workers acknowledge that their job puts them at an increased risk of contracting COVID. And for the 50% of workers whose company has mandated some form of return-to-office policy, the majority of these workers are concerned about going back to work. **Get your customized demo** ## The key to unlocking optimism and productivity Despite the challenges, there has been a widely accepted silver lining to the pandemic: accelerated digital transformation. Some industries have advanced by at least a decade in a single year, and staff are unquestionably benefiting from a long-overdue investment in advanced systems and tools that drive efficiencies and streamline operations. In fact, workers who believe their company invested properly in new technologies during the pandemic told us they are more optimistic about their future at work. Unfortunately though, 60% of deskless workers still feel under-equipped—compared with 80% of desk-based workers who feel they’ve been given the right tools to succeed. When we consider this with the fact that[ deskless workers now outnumber desk-based workers 4 to 1](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/), investment in tools that drive efficiencies on the frontline may be the most important next step that business leaders take. This means IT departments—which have been placed front and center of their company’s response to and recovery from COVID—should expand their scope to consider the tools frontline workers will need to thrive in the new normal. Currently we found India is leading the charge here, with 95% of companies adopting new tools designed for deskless workers—compared to 76% in the US and 62% in the UK and Australia. Of these, CIOs indicate the leading technologies they invested in to support workers in the field are: - virtual customer appointments tools (78%) - new messaging tools (72%) - online appointment scheduling (59%) In addition to feeling well-equipped, we also found staff optimism increases when they believe their organization has implemented effective policies to keep them safe—such as social distancing, hygiene practices, and flexible workplace arrangements. **To read the full report, including our key takeaways on how to define a new normal amid this pandemic, download the**[ **Skedulo 2020 State of Work Report**](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_The_2020_State_of_Work_Report_Defining_a_New_Normal_Amid_COVID19.pdf)**.** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/2021-trends-for-deskless-workers/" type: "blogPost" title: "What Lies Ahead for Deskless Workers on the Frontline in 2021" author: "Matt Fairhurst" date: "2020-12-30" description: "The past year brought new trends and challenges for deskless workers and the organizations that support them. See what lies ahead for them in 2021." lastmod: "2021-01-04" --- # What Lies Ahead for Deskless Workers on the Frontline in 2021 Published December 30, 2020 · Updated January 4, 2021 · By Matt Fairhurst · 4 min read The global health crisis of this year has amplified challenges facing the deskless and frontline workforce. As the most at-risk members of our global community, their work has been mission critical in keeping the world operational. The majority of frontline work simply cannot be done remotely. T… The [global health crisis](https://www.skedulo.com/blog/healthcare-trends-during-covid-19/) of this year has amplified challenges facing the deskless and frontline workforce. As the most at-risk members of our global community, their work has been mission critical in keeping the world operational. The majority of frontline work simply cannot be done remotely. There have been exceptions, like telemedicine, where typically in-home medical services have moved to virtual environments. But, you can't [install ](https://www.skedulo.com/blog/how-mobile-workforce-management-can-increase-solar-sales/)a solar system, draw someone's blood, or deliver most disability and in-home health services virtually. More than ever, the pandemic has highlighted the importance of frontline workers' contribution to service delivery. ## The biggest challenge deskless workers face Recently, we surveyed over a thousand workers internationally for our [2020 State of Work Report — Defining a New Normal Amid COVID-19](https://www.skedulo.com/learn/deskless-workers/). We found over the course of the pandemic, one in three deskless and frontline workers contracted COVID-19 themselves or know a colleague that has contracted it as a direct result of delivering frontline work in the field. This showcases the need to ensure frontline work can be done safely, and in a well connected and well supported way. It's been heartening to see how communities, individuals, organizations and governments have locked arms over the past year to think about the health and safety of frontline workers, solve these challenges and identify new business opportunities. ## The pandemic pivot: responding to crisis Our partner, BioReference labs, pivoted into a new business opportunity to serve the needs of the nation: [delivering COVID-19 testing at scale](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/). With the help of Skedulo, they manage the drive-through testing locations for members of the public in New York City, supporting organizations like Madison Square Garden and the NYC Metro. BioReference labs also delivered testing for the NFL, Major League Soccer, and the [NBA](https://www.bioreference.com/nba-extends-community-testing-program-as-part-of-2019-20-season-restart-in-orlando/) and is now focusing on the return to education, to keep students, teachers, staff and families of the New York public school system and NYU University tested and safe. ## What are the priorities for frontline in 2021? As I've spoken to CEOs and other leaders in organizations globally about the future for frontline work, there have been two major themes. ### Emerging technologies Deskless organizations are realizing the benefits of artificial intelligence and smart algorithms that automate time-consuming administrative tasks. Now more than ever, leaders are prioritizing business efficiency and productivity to optimize the future of service delivery for their customers at scale. Research tells us that today, less than a quarter of field service work is scheduled by algorithms and bots. It is expected that over the next four to five years, that will increase to over two-thirds. This incredible growth demonstrates [technology will be vital ](https://www.skedulo.com/learn/deskless-workers/)to the operations of any frontline organization. ### Human-to-human contact Human interaction is increasingly important, not only internally within the workforce, but externally with customers, as well. The expectations for communication surrounding frontline services is changing as society embraces a digital-first world. These two themes are on opposite ends of the spectrum. On one side, there is the need for very advanced technology, like AI and algorithms, which will support businesses as they scale. On the other, [customer service](https://www.skedulo.com/events/webinar-customer-experience-future-work/) demands personalized human engagement and communication. At Skedulo, we are champions of the deskless workforce, and we have the responsibility to ensure that businesses have the proper tools to support their workers, customers, and own ability to grow. ## Putting trends into practice: balancing smarter tech with a human touch Intelligent algorithms will be used in 2021 to drive outcomes and objectives for organizations that manage frontline workers. This technology will accelerate decision-making processes at scale. As algorithms are subjected to greater scrutiny into how they're applied, used, and managed, we’re continuing to ask the tough questions to ensure these solutions support organizations from the jump. Take the following scenarios, for example: ### Route optimization This is a common challenge. We all have been stuck in unexpected traffic before, and for frontline workers this can throw a wrench in their entire workday. How do you predictively optimize routing and traveling and the logistics of moving from one appointment to the next in real time? We realize the complexity and importance of getting deskless workers to the job as efficiently as possible, and we're thinking deeply about applying technology to continue improving route optimization. ### Shift organization Many frontline workers’ appointments are structured in a more traditional time and attendance manner, like in retail, entertainment, and hospitality. They orient themselves around shifts or rosters, checking in as they start their day, take breaks, and log off. How do optimization artificial intelligence and algorithms support businesses as they think not only about cost, but also the efficiencies of that [process at scale](https://www.skedulo.com/product/field-scheduling/)? At Skedulo, we expect customers to invest in the best of both worlds in 2021: implementing algorithms that can be used purposefully, transparently, and in an explainable way to automate routes and shifts, while doubling down on traditional face-to-face service delivery. Here’s to a successful and productive 2021! ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/21st-century-cures-act-home-health-providers/" type: "blogPost" title: "21st Century Cures Act: What Home Health Providers Need to Know" author: "Ed Backhouse" date: "2019-01-11" description: "The 21st Century Cures Act poses new home healthcare rules for 2019. Here’s the scoop, reimbursement for home infusion therapy and RMP to Medicaid fraud." lastmod: "2020-12-16" --- # 21st Century Cures Act: What Home Health Providers Need to Know Published January 11, 2019 · Updated December 16, 2020 · By Ed Backhouse · 4 min read In the 21st Century, new technologies are reshaping nearly every aspect of our lives, and healthcare is no exception. Modern technology is bringing significant changes for home healthcare patients, who now have the ability to receive top-notch care at home. Seeing these changes, the U.S. Congress passed the [21st Century Cures Act](https://www.congress.gov/114/bills/hr34/BILLS-114hr34enr.xml) in 2016. The law is designed to bring new products and innovations to U.S. patients, and it also included language to encourage the growth of home healthcare. The 21st Century Cures Act was enacted in 2016, but some provisions affecting home healthcare providers take effect in 2019 or later. The parts specific to home healthcare are in place to encourage home infusion therapy, expand [remote patient monitoring](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/) (RPM), and reduce Medicare and Medicaid fraud. ## New EVV Requirements Aim to Reduce Medicaid Fraud Beginning in 2019, home health providers reimbursed through Medicaid and Medicare will be required to use [electronic visit verification (EVV)](https://www.skedulo.com/blog/electronic-visit-verification-evv-home-healthcare/) technology. EVV requirements particularly target [Medicaid fraud](https://www.modernhealthcare.com/article/20161130/NEWS/161129922), which surged from $14.4 billion in 2013 to $29 billion in 2015, the year before Congress passed the Cures Act. Under the new EVV requirements, home healthcare providers will need to [record several key data points](https://www.skedulo.com/blog/how-to-prepare-evv-requirement/). This information helps the Centers for Medicare and Medicaid Services (CMS) ensure services submitted for reimbursement actually took place, which improves accountability and transparency in [home healthcare](https://www.skedulo.com/blog/home-health-technology-house-calls/). Providers should be aware that states will set EVV requirements and guide the implementation of the rules, so systems and requirements will vary from state to state. CMS is also creating a centralized database of home caregivers, as specified by the Cures Act. This database is designed to prevent healthcare providers flagged for fraud from crossing state lines to practice in another area. It will also make it easier for state and federal agencies to confirm caregiver identities and communicate about suspected fraud. ## ‘Temporary’ Home Infusion Therapy Benefits In October 2018, CMS [announced changes](https://www.cms.gov/newsroom/press-releases/cms-takes-action-modernize-medicare-home-health-0) to the Home Health Prospective Payment System. One of these changes was that Medicare will cover certain in-home treatments through a [home infusion therapy benefit](https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/Home-Infusion-Therapy/Overview.html). Medicare wasn’t to begin paying those benefits to home healthcare providers until 2021. But under the [Bipartisan Budget Act of 2018](https://www.congress.gov/bill/115th-congress/house-bill/1892/text?q=%7B%22search%22%3A%5B%22bipartisan+budget+act+2018%22%5D%7D&r=1), home healthcare providers will receive “temporary transitional payments” in 2019 to bridge the gap until permanent benefits kick in. The new CMS rule also sets standards for health and safety standards for home infusion therapy providers. ## Remote Patient Monitoring Reimbursement in Home Healthcare The new CMS rule affecting the home healthcare provisions of the 21st Century Cures Act will also apply to remote patient monitoring. The rule will allow home healthcare providers to report RPM on Medicare cost report forms. Across the county, a growing population of patients with chronic conditions requires—and in many instances, demands—constant, quality care. In response, healthcare organizations have begun to look to wearables and other new wireless technology to [remotely collect patients’ vital health data](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/), helping patients and saving money. The new rule [encourages investments](https://mhealthintelligence.com/news/hospitals-are-finding-roi-in-remote-patient-monitoring-programs) in technology and innovation. These are expected to improve patient outcomes through effective care planning and data sharing. ## Penalties, Value-Based Purchasing Programs for Hospital Readmissions Ultimately, the new rules promoting innovations in home infusion therapy and RPM will reduce the need for inpatient care, cutting the number of costly hospital readmissions and associated risks, such as hospital-acquired infections. Reducing readmissions has been a goal of CMS since the Affordable Care Act first imposed readmission penalties on hospitals. The Cures Act has helped CMS make the penalties [more equitable](https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/AcuteInpatientPPS/Downloads/HRRP_StratMethod_ImpctFile_UG.PDF), but CMS is continuing to focus on reducing rehospitalization rates. While costly to healthcare organizations, the penalties appear to [have a positive effect](https://www.amjmed.com/article/S0002-9343(18)30611-9/fulltext#sec0011) on readmissions for three conditions in particular: heart attacks, heart failure, and pneumonia. One provider, [MaineHealth Care at Home](https://homehealthcarenews.com/2018/07/value-based-purchasing-proposals-may-signal-expanded-rollout/), for instance, reported RPM has helped slash its readmission rate for heart failure patients to 1.2%, compared to a national average of 18%. Other conditions also saw modest declines in readmissions. Home healthcare providers should focus their efforts on 60-day hospital readmission rates. CMS is likely to expand its current value-based purchasing (VBP) program, where reimbursements are evaluated based on value of care rather than volume of services rendered. [CMS has proposed](https://homehealthcarenews.com/2018/07/re-hospitalization-rates-prove-stubborn-despite-home-health-providers-efforts/) to place greater weight on 60-day rehospitalization rates to evaluate reimbursements under VBP. ## Cures Act: Transforming the Landscape Two years after its passage, the 21st Century Cures Act is poised to transform the way Americans experience healthcare at home. Some aspects of the new rules will present challenges, but home healthcare providers can expect a boost from better reimbursement policies for in-home services and decreased Medicare and Medicaid fraud. The new law and rules recognize the important roles home healthcare providers will play in the coming decades in helping patients stay out of the hospital and achieve better outcomes. Skedulo’s healthcare scheduling platform can help home health organizations prepare for coming changes. [Take a tour today](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) and see how Skedulo can help your home health organization! ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/" type: "blogPost" title: "Maximize Your Mobile Workforce: 3 Tips for Better Utilization" author: "Aya Fawzy" date: "2017-09-27" description: "Looking to improve the productivity of your mobile workforce? Learn how scheduling automation and better customer data can empower your mobile workforce." lastmod: "2020-05-20" --- # Maximize Your Mobile Workforce: 3 Tips for Better Utilization Published September 27, 2017 · Updated May 20, 2020 · By Aya Fawzy · 4 min read Uncertainty is the enemy. If you don’t have clear visibility into your own workflows, you really don’t know how much time and money are slipping away. You might be suffering from countless dead zones, where workers are idle as they wait for instructions, or bottlenecks, where tasks are delayed due to inadequate resource allocations. Fortunately, someone’s in your corner. New cloud-based software and mobile apps can help you plug up utilization leaks, eliminate wasteful manual methods, and [operate far more profitably](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/). ## Step 1: Automate your scheduling and dispatching It’s astonishing that so many businesses are still [scheduling workers on paper](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) or using an Excel spreadsheet. It’s a bit like that awkward period during the 1970s when calculators became easily affordable, but people still walked around carrying sliderules. If you care about efficient utilization, it starts with a commitment to route the right technician with the right skill set to the right job and the right time. That’s a lot of rights to get right. For many companies that rely on a mobile workforce, schedulers and dispatchers just send the closest person with an open schedule to the job. It that’s not the best person for the job, you are actually accruing costs and damaging your company’s reputation. Intelligent automation of scheduling and dispatching gives you the power to assign jobs to the most qualified worker based on location, skill set, certifications, customer preference, availability, travel time, and other qualifiers. Led by advanced tech like [Skedulo](https://www.skedulo.com/), automated scheduling helps you get it right the first time so you can increase customer satisfaction and lower the chances of mobile worker frustration. With automation, your mobile operation can jettison [old erorr-prone processes](https://www.skedulo.com/blog/) and start using an optimized schedule that works out better for all stakeholders. Meanwhile, schedulers and dispatchers can move on to do more valuable work around the office. ## Step 2: Empower your mobile workers In the old world, you had to send field service workers out in the morning and hope everything went according to plan. If there were problems, you might get a call from the customer’s location or you might not hear about it until your worker returned at the end of the day. The companies that still operate like that are being [left behind in the new economy](https://www.information-age.com/mobile-workforce-moving-forward-work-123468825/). Modern companies need to ensure there is a secure line of communication open between the mobile workers on the road and administrators in the back office. Customers should be able to inform mobile workers about changes or get a status update on estimated arrival time. For more than a decade, mobile workers have used app-enabled mobile devices to manage essential tasks on the go, like choosing to accept or deny jobs at the click of a button. Today, those capabilities have expanded to give mobile workers the ability to see changes to their schedule in real-time, see new appointments as they come in, and get [more info on each job at their fingertips](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). With a holistic view of their schedule, including details about the job and the customer, mobile workers are better prepared to do their jobs. If they have any concerns, they can easily notify schedulers so they can adjust schedules in real-time—without worrying about manual processes like faxing and phone calls. Workers can take pictures of the job progress, get signatures and click through automated forms right on their mobile devices. When you cut down the time it takes for each mobile worker to collect data and send it back to the office seamlessly, your workers can more done in a day. Rather than filling out a clipboard full of papers, your mobile workers can focus on satisfying your customers—and all the data is transferred instantly to the back office when the job is complete. ## Step 3: Prioritize visibility for mobile workers and the back office The [greatest value of all comes from sharing knowledge](https://www.datacenterknowledge.com/industry-perspectives/have-data-will-travel-why-your-mobile-workforce-can-t-thrive-without-total) where it’s needed most. In the past, the back office was left in the dark about where mobile workers were at any given time. Sometimes it took a day or more to find out when a job was completed and what was done compared to what was planned. From the back office's perspective, the sooner this data can be shared, the better. When the back office has to wait for data, it creates delays (and potential inaccuracies) in the billing process, and it prevents effective tracking of your mobile workforce. From the mobile worker’s perspective, they need to understand the customer situation before they arrive. All too often, mobile workers arrive to find surprises or have to ask the customer questions about their history with the company. If the worker arrives unprepared or has to order additional materials to do their jobs, the customer experience suffers and competitors gain ground. By putting detailed customer history and job details at their fingertips, your mobile workers are more prepared to provide an excellent experience for your customers. ## Become a workforce utilization hero Skedulo is here to support you in becoming the utilization hero you were always meant to be. Reduce the time wasted on creating and adjusting schedules. Dispatch more accurately for maximum productivity. Communicate with workers in the field in real time. Delight your customers with the kind of service they want. It’s all within reach when you put the right tools into play. _Download our ebook to learn more about the [secrets of mobile workforce management.](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/)_ ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/4-signs-your-business-needs-a-mobile-workforce-management-solution/" type: "blogPost" title: "4 Signs Your Business Needs a Mobile Workforce Management Solution" author: "Angela Gonzales" date: "2019-08-20" description: "With deskless workers making up 80% of the global workforce, does your business have the tools in place to manage your mobile workforce?" lastmod: "2020-05-20" --- # 4 Signs Your Business Needs a Mobile Workforce Management Solution Published August 20, 2019 · Updated May 20, 2020 · By Angela Gonzales · 5 min read In today’s global workforce, [80 percent are deskless workers](http://desklessworkforce2018.com/), meaning that the work that they perform is outside of a traditional office or fixed location. That’s over 2.7 billion people worldwide across almost every industry with many workers performing services with customers at different locations throughout the day—in other words, they are mobile. Your business may employ these mobile workers in a variety of different ways. Some are full-time employees of the company whereas others might be employed on a part-time or casual basis, which can be hard to manage at scale. You may need a mobile workforce management solution to help solve challenges related to employee retention, customer satisfaction, process optimization, and having the right data to impact transformative change. Here are some symptoms that indicate you could benefit from a mobile workforce management solution: ### Low Employee Engagement Managing these mobile workers and the work that they do presents unique challenges for your business. For example, operational inefficiency that results from being unable to manage your mobile workforce has a direct impact on your employee engagement. Consider the home care industry, where the [median caregiver turnover rate](https://homehealthcarenews.com/2018/04/median-home-care-turnover-hit-66-7-in-2017/) was 66.7% in 2017. This includes in-home nurses, clinicians, and practitioners that [experience burnout](https://www.healthleadersmedia.com/nursing/who-recognizes-burnout-occupational-phenomenon) and stress not only from the care and services they provide to patients, but with the inefficient administrative processes necessary for their work. With much of this turnover occurring within the first three months of employment, home care businesses are spending massive amounts of time and money in hiring, training, and turning new employees. If you are experiencing high employee turnover, consider a mobile workforce management solution to [help give them what they need](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) to be successful in their roles. ### Unhappy Customers The challenges that come with a mobile workforce can manifest in business outcomes, not just via disengaged employees. A telltale sign that it’s time for a mobile workforce management solution is that your customers are unhappy or dissatisfied with the services you deliver. The mobile workers that you dispatch may not have the right information about customer needs or preferences, or you may be setting unrealistic expectations about when your customers can expect service providers to arrive. Customers are more empowered and enabled to provide negative feedback about their experiences and find alternative service providers when their needs are not being met. If your business implements a mobile workforce management solution, it should help improve the experience you provide to your customers by doing the following: ### Addressing Your Challenges with Customer Satisfaction: - Will this solution help us provide an exceptional customer experience from the first moment of service to the last? - Does this solution give us data and insight into what is happening onsite with our customers? - Does this solution help us communicate with our customers in a timely and efficient way about the services we are providing them? - Is vital data about our customers—including their needs, their preferences, and our obligations to them—used intelligently by this solution to help us make better decisions? ### Inefficient Operations The impact of having inefficient processes and tools is magnified at companies that employ a mobile workforce. Many businesses find that using separate or manual tools such as spreadsheets, emails, phone calls, or whiteboards serve their purpose for a short period but become cumbersome to maintain over time. Executing mobile work adds a layer of complexity if you’re trying to optimize your operations to be more efficient. If you are trying to grow your business in order to reach more customers, being unable to manage a mobile workforce can prevent you from reaching your goals. It can become difficult to manage more people (both employees and customers), locations, and types of work within a system that cannot scale. A mobile workforce management solution can be the catalyst for digital transformation within your business, if it addresses the following questions: ### Preparing Your Operations for Efficiency - Will our employees at desks and outside the office save time and work more effectively by using this solution? - Will this solution increase the productivity and utilization of our mobile employees and contractors? - Does this solution have the capacity to optimize our scheduling and allocation decisions to meet our business goals, not just fill open time slots? - Can this solution reduce our dependency and spend on outside resources to serve our customers? - Will we be able to serve more customers and grow our business faster by using this solution? ### Untrustworthy Data in Disconnected Systems Savvy companies will use operational data to drive their decision making, particularly when making plans to grow revenue, expand their services, or improve their operations. If data is not organized, accessible, or trustworthy, it can be difficult to make the right business choices and effect change within the organization. There’s also a lack of accountability when your data is stored in disparate systems, like a manually updated spreadsheet that is kept separate from other core systems of record. For companies with mobile workforces, this data can include employee information like skills and working hours, customer information like addresses and preferences, or data related to travel reimbursement and payroll. Without control over this data, you won’t have visibility into what’s going on with customers and therefore won’t know how to improve your business so it can grow. A mobile workforce management solution can help bridge the gap between these systems — like your EHR or CRM — and give you the information you need to drive growth in your organization. Consider a system that integrates into your end-to-end business: ### Improving the Quality of Your Data: - Will this system provide visibility into what is happening onsite with customers and our mobile employees? - Does the solution capture important data we need easily, even automatically when possible? - Does the solution sync data captured outside the office back to my other systems in real-time without manual intervention from my mobile teams? - Will this system connect and integrate with my other systems of record to improve our business workflows and overall data integrity? ### This Sounds Like My Business! Now What? Now that you understand the impact that your mobile workforce has on your business goals and customer satisfaction, consider a mobile workforce management solution that will seamlessly fit into your existing processes and help you optimize your operations. Are you ready to learn more? [Download our Buyer’s Guide to Mobile Workforce Management here](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/)! Packed with valuable information, key questions, and detailed checklists, this free guide will give you a better understanding of the tools available to solve your mobile workforce management challenges. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/4-ways-scheduling-software-can-drive-real-estate-sales/" type: "blogPost" title: "4 Ways Realtors Can Use Scheduling Software to Drive Sales" author: "Craig Panigiris" date: "2021-05-18" description: "Being successful in the real estate industry requires an efficient appointment booking process. Learn how scheduling software can help drive sales for realtors." lastmod: "2021-05-18" --- # 4 Ways Realtors Can Use Scheduling Software to Drive Sales Published May 18, 2021 · By Craig Panigiris · 6 min read ![Realestate](https://assets.skedulo.com/assets/2021/05/RealtorsSchedulingSoftware_Apr21_blog-header_1050x557@2x.jpg) The real estate business moves quickly, and any one sale involves many stakeholders—a real estate agent, buyer, seller, appraiser, lawyer, home inspector, property manager, and more. Between the home viewing, the cleaning, the staging, the appraisal, and the closing processes, realtors have to manage several different steps in the process according to both the sellers’ and buyers’ timelines. Like many deskless workers real estate agents value their independence and like to set their own schedules, which can increase complexity that large real estate agencies need to manage. It’s essential that they leverage powerful tools to help drive efficiency, productivity, and, ultimately, sales. **Schedule smarter today** ## The Benefits of Effective Scheduling in Real Estate The scheduling process for realtors doesn’t have to be a headache or hindrance. In fact, [getting it right](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) can result in some key benefits for both the agency and realtors alike: - **Be the first to new listings - **The easier it is for prospective sellers to get in touch with you, the more listings you will earn. With a modern scheduling tool, agencies can capture high-level listing information (like property location, sale date, the number of bedrooms and bathrooms, availability for valuation, etc.) directly on their website, then send a meeting invite request to a pool of relevant agents. These agents can easily view and accept bookings without having to dig through dozens of email leads. Realtors are thus responsible for their own time allocation and bookings, so they’ll never miss a listing opportunity, and [back-office workers](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) can focus on obtaining more leads through outreach, rather than collecting basic information from motivated sellers. - **Save time and money - **Because robust scheduling tools can integrate with a company’s website, fewer administrative steps are required to get agents booked and ready to go. Without this technology, agencies are burdened with the time- and resource-intensive process of sifting through booking requests sent to a central mailbox, then forwarding them to realtors. Scheduling software offers self-service booking and requires prospective buyers to answer pre-qualifying questions, which means less time spent on tedious administrative tasks or unqualified leads. This frees up your resources to book more appointments, sell more listings, and [boost your bottom line.](https://www.skedulo.com/blog/how-employee-scheduling-can-impact-revenue/) - **Increase efficiency with a proactive approach - **The right real estate scheduling software ensures that realtors don’t have to rely on outdated, reactive processes that could negatively impact sales. Real estate agents are empowered to book their own appointments based on their preferred locations, time slots, experience, and other key details. Instead of waiting around for leads to be emailed to them, realtors can use the platform to confirm appointments on their own, increasing overall [efficiency and productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/). They’re also incentivized to self-schedule, as the tool enables them to select and confirm the most desirable listings rather than relying on already overburdened back-office employees. [Customers feel the love](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/), too, as they get appointments scheduled faster with well-prepared agents who already know they’re qualified. - **Reduce travel spend - **Strong scheduling software includes location-based job recommendations, so realtors can view and book appointments within a reasonable distance. What’s more, [the right technology](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) even offers route optimization to help realtors determine the quickest path to a job without having to navigate away from their scheduling app, saving fuel, mileage, and time. - **Reduce scheduling time to ensure more tour bookings - **The more bookings an agent is able to accept, the more opportunities for selling. When scheduling is made easy through self-service booking features, location-based suggestions, and the ability to customize pre-qualifying questions for prospects, agents are free to focus on booking more tours and, of course, selling more properties. The 4 Ways Realtors Can Boost Sales with Scheduling Software Because the process of [manual appointment booking](https://www.skedulo.com/resources/) is so cumbersome, many real estate agencies have already implemented some type of tool to streamline scheduling and appointment booking. But it’s important to note that [not all solutions](https://www.skedulo.com/blog/is-your-scheduling-software-up-to-standard/) offer the necessary features to help drive real estate sales. Here are some of the key ways realtors can increase sales through scheduling software: ### 1. Schedule appointments more effective to get more done each day Scheduling realtors throughout any given day should be a breeze. But that’s not always the case, as [differing schedules](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/), locations, preferences, and more threaten each realtor’s ability to be as productive as possible. When evaluating scheduling solutions, look for tools that enable realtors to self-schedule all of their appointments, including: - **Cleanings**, which need to happen before any staging or photographs, and may need to be redone every so often depending on how long it takes for a property to sell - **Stagings**, which are scheduled with a service or a or a specific contractor, and need to happen ASAP after the cleaning, as showings often depend on a properly staged and photographed property - **Showings**, scheduled with the real estate agent, the potential buyer, and—quite often—the seller, who may need to leave the property during the time of the appointment - **3D Scannings**, which require prior cleaning and staging, and are scheduled with a third-party service. Agents should be able to use one centralized platform to accept, confirm, reschedule, and cancel their day’s appointments, saving precious time that might otherwise be spent digging through emails, text messages, and voicemails to address a single booking. Bonus points if the technology streamlines scheduling for [virtual appointments](https://www.skedulo.com/blog/introducing-virtual-meetings-for-scheduling-software/), too. ### 2. Find the best route to every showing A huge part of most realtors’ days is spent traveling from one listing location to another, and getting from point A to point B can be stressful, time-consuming, and distracting. It’s inefficient (and even unsafe!) for [Deskless workers](https://www.skedulo.com/learn/deskless-workers/) to toggle between multiple apps to view and edit their schedules, communicate with coworkers and customers, and find the fastest route to their next destination. Your realtor scheduling software should automatically find and update the optimal route, with capabilities that take into account a variety of factors (like traffic, weather, construction, and more). This can save precious time when scheduling viewings at multiple properties in the same day, and helps realtors arrive on time and leave a great first impression. ### 3. Find the right real estate agent for the listing, fast Not every realtor is [right for every job](https://www.skedulo.com/blog/managing-multiple-projects-who-is-right-for-the-job/). Prior experience with the customer, a specialty in certain property types, job preference, and location are all potential factors that can determine whether or not an agent is the best fit for a listing. When looking for appointment scheduling software, be sure to pick a solution that gives you the ability to add tags for each mobile worker, which the tool can use to create accurate, optimized schedules based on predetermined qualifications. That way, you’ll never need to reschedule a booking with the right realtor or have an under-prepared or under-qualified agent show up for a job. ### 4. Sell anytime, anywhere, with photos and key details handy Real estate agents must be able to access and record [key details in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), and do so in a [secure manner](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/). This might include listing notes, customer forms, or property photographs. Capturing and storing such information on a cell phone or camera roll, then later transferring them to another digital platform is both time-consuming and risky. The [right realtor scheduling software](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) should offer photo and digital information capturing in one secure, succinct place to eliminate duplicative efforts and ensure customer, job, and employee information is kept safe. All of these details are automatically synced to other existing systems, too, so realtors and administrators don’t need to spend superfluous time updating each. ## Enhance the Realtor Scheduling Process The right technology can take your real estate operations to the next level, with tools to streamline scheduling, optimize routing, and match agents to appropriate listings. Skedulo’s intelligent scheduling software eliminates time-consuming, manual realtor scheduling processes of the past and ensures a more efficient, productive mobile workforce. Learn more about the [must-have features](https://www.skedulo.com/blog/9-scheduling-software-must-haves-for-real-estate-and-property-services/) of real estate scheduling software. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/" type: "blogPost" title: "4 Ways to Reduce Labor Costs Using Technology" author: "Craig Panigiris" date: "2021-07-28" description: "Reduce your company’s labor costs with a software solution that optimizes schedules, automates and outsources tasks, and boosts employee productivity." lastmod: "2021-07-28" --- # 4 Ways to Reduce Labor Costs Using Technology Published July 28, 2021 · By Craig Panigiris · 8 min read ![Labourcosts](https://assets.skedulo.com/assets/2021/07/ReduceLabourCosts_blog-header_1050x557@2x.jpg) Some of the most significant and important costs for any employer are direct labor costs: the wages paid to workers and other costs associated with hiring and retaining staff. Direct labor costs include employee paychecks as well as any taxes, insurance, and contributions to retirement funds paid by the employer. For companies with a mostly salaried workforce, these costs remain steady throughout the year, increasing or decreasing only with new hires, raises, promotions, and turnover. But for businesses with a blended mobile workforce—including full-time, part-time, contractors, desk-based workers, and deskless workers—direct labor costs can be much more volatile. Thanks to new technologies, managing and reducing these costs has become much easier. The right software can help reduce labor costs for a mobile workforce by optimizing schedules, reducing the need for overtime, automating or outsourcing tasks that are not central to the business, and boosting the productivity of deskless workers overall. Here are four ways to reduce labor costs without reducing headcount or benefits: ## 1. Optimize employee scheduling to reduce unnecessary overtime One of the simplest ways to reduce labor costs for a deskless workforce is to reduce or eliminate unneeded overtime. Unnecessary overtime is often a result of not having enough visibility or data to make the right decisions about team capacity and schedules. By [optimizing the scheduling process](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), managers and schedulers can get more information upfront—and more visibility throughout the workday—to spot trends and ensure more jobs are completed during standard working hours. At its core, optimizing your scheduling process means making the best, most efficient use of your workers’ availability. Optimizing your scheduling process may include: - Accounting for **travel time** between jobs in the scheduling process in order to provide accurate appointment times to customers - Including **key staff details **in your scheduling decision-making**,** such as relevant skills, certifications, or experience that may be relevant to your service - Delivering the best **travel route **to deskless workers via mobile device to reduce late arrivals or distracted driving - Booking recurring or high-volume jobs **automatically **so schedulers and dispatchers can factor them in from the start Each company should determine its own unique strategy for optimizing the scheduling process based on the KPIs that are most important: customer satisfaction, cost of delivering services, employee satisfaction, total number of appointments, or other data points. **Reduce your labor costs** An optimized scheduling process benefits workers by providing more advance notice for shift changes, reducing unpredictability, and reducing the chance of burnout from frequent unplanned overtime. Schedule-optimizing technology can also ensure workers are getting appropriate rest times between shifts and that job start and end times are recorded accurately with minimal effort. When workers are more satisfied, the organization spends less money on recruiting, hiring, and onboarding to address turnover. More intelligent scheduling also benefits managers, who can more easily tell the difference between an_ underutilized_ and an _understaffed_ workforce. An optimized scheduling process helps managers see the underlying issue and take proactive steps to address it: improving efficiency and removing roadblocks to increase employee utilization vs. hiring additional workers to address staffing shortages. With this visibility, managers can avoid using overtime when another worker could handle the job in standard working hours. ### What to look for in employee scheduling software In order to use technology to reduce labor costs with technology, it’s important to realize that not all scheduling tools have the desired effect. (This is particularly true for [free scheduling tools](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/)—they only transfer costs somewhere else.) To maximize your [return on investment](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/), look for software that offers the following features: - **Scheduling optimization to fit your priorities: **Whether you want to prioritize the number of jobs completed in a day, the satisfaction of your customers, reducing travel time, or another KPI, make sure the scheduling software allows you to set your own priority metrics and track progress against them. - **Ability to schedule a blended workforce: **Different workforces and business models require [different schedules](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/). Whether you’re managing single jobs, shift work, or even irregular work patterns, the right software should allow you to easily manage different types of workers and schedules in a single system. - **Configurable to fit your team:** Scheduling software should allow you to group and manage schedules by worker, customer, or job type—whatever makes the most sense for your company. The platform should also work with, not against, the other elements of [your tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) so you can pull in data points from CRM, HR, ERP, or finance software. ## 2. Automate repetitive tasks Some tasks, like manually entering hours or customer information, can be automated so workers can spend their time on more complex work that needs the human touch. The less time workers spend on these administrative and operational tasks, the more productive they can be, driving down unnecessary costs. Mobile workers and their managers alike benefit from thoughtful automation. With workforce management software, workers can automatically log and share information like arrival times, locations, and job completion details rather than manually filling out paperwork at every job site. Managers can see this information in a centralized system without having to contact each worker, and they can automatically approve time-off requests and simple schedule changes, freeing up time for important responsibilities like troubleshooting and coaching. Automating repetitive tasks is also important for desk-based workers. Schedulers and dispatchers can focus on more complex jobs when the simpler recurring jobs are [automatically added to the schedule](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) with intelligent scheduling software. When finance software is integrated with workforce management tools, finance teams can automatically monitor expenses and alert team members if they exceed a certain threshold. With ERP and workforce management software, executives can set up automated reports on [key performance indicators (KPIs)](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/), which allow leaders to see the real-time utilization and productivity of their teams and individual workers—information they need to make strategic decisions to improve their teams. Look for a [field management platform](https://www.skedulo.com/resources/field-service-management-software-checklist/) that allows you to automate and streamline the recurring activities that don’t require human intervention, giving your field workers and in-office staff more time to focus on customers and revenue-driving activities. ## 3. Boost workforce productivity Technology is a key factor in the employee experience—[one in four workers](https://www.esg-global.com/2019-digital-work-survey) report that a poor experience with technology would affect their decision to leave a job or take a new job. But all too often, workforce technology doesn’t keep up with the needs of the business. More than [one-third of employees](https://www.industryweek.com/talent/article/22027035/employees-want-technology-at-work-to-match-personal-technology) feel outdated processes and technology make their jobs harder than they should be, and this is especially true for deskless workers, who depend on company-sanctioned devices and software to get work done. The right technology can bridge the gaps that hinder productivity in several areas: - **Communication: **Simple communication tools help field workers, dispatchers, schedulers, and managers stay in touch about schedule changes, issues identified in the field, and updates from customer interactions. - **Data collection: **Mobile forms allow workers to collect customer updates and signatures right away, which reduces paperwork and human error. If the platform is integrated with finance software, mobile workers can trigger the invoicing process automatically or collect payment on the spot, which improves the speed and accuracy of billing. - **Customer interactions: **When mobile workers can securely access the company’s customer relationship management (CRM) system, they arrive more prepared for the job at hand. Workers can use job details and past appointment history to ensure they arrive with the tools and knowledge they need to complete the work, reducing the need for repeat visits. Well-designed [productivity apps](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) that mobile workers can use on their smartphone or tablet enable better communication, greater efficiency, and a better employee experience. By providing top-notch tools and software, companies can show that they value workers’ time and efforts, which results in more engaged workers, lower turnover, and lower labor costs. **Note for IT departments and leaders: **When you start looking for a specific software solution, make sure you have enough feedback from workers about what they need. While 90% of C-suite executives say their company thinks of workers’ needs when choosing new tech, [only 53% of staff agree](https://www.pwc.com/us/en/services/consulting/library/consumer-intelligence-series/tech-at-work.html#insight1). Make sure you know the workflow and pain points your workers experience before you get too far down the road. ## 4. Outsource tasks that are not central to your product or service No matter what sector you’re working in, there are some business tasks that fall outside the scope of your workforce’s expertise or capacity. Outsourcing these more specialized needs to third parties can be more cost-effective than trying to handle them internally. The best tasks to outsource are ones that happen only occasionally and require specialized knowledge, skills, or training to complete. For example: - A healthcare provider that needs specialized software development to fit their day-to-day needs - An HVAC repair company that needs advanced invoicing and payment processes to keep up with a high volume of invoices - A solar panel company needs high-quality data on leads so sales reps with limited time can focus on the best possible prospects These activities are important to business growth, but they are not the core services upon which the company plans to build for the future. Building a new business function for software development, invoicing, or research would require finding leaders with the right expertise, recruiting employees, hiring and onboarding staff, and maintaining and developing this team over time. From a long-term cost perspective, it may be more practical to outsource these tasks to expert third-party providers. Outsourcing these non-core activities means companies can “shop around” for the best provider for their scope and budget, and when circumstances change, third-party providers are in a better position to scale up and scale down than internal teams. ## Reduce your company’s labor costs with the right software When it comes to improving your company’s bottom line, using the right technology to reduce labor costs and improve efficiency is a no-brainer. Today’s software tools can provide the support workers need to increase their productivity, spend less time on administrative tasks, and focus more of their time on customer service and core business activities. [Skedulo’s Deskless Productivity Cloud](https://www.skedulo.com/platform/) can help reduce labor costs by providing an all-in-one solution for managing your mobile workforce. Whether simplifying scheduling, providing tools to use in the field, or automating KPI reports, Skedulo’s intelligent management software allows customers, employees, and managers to reap the benefits of a best-in-class business solution. No matter the industry, the Deskless Productivity Cloud makes management of your deskless workforce a breeze. Ready to reduce your overtime costs and boost productivity? Check out the [Buyer’s Guide to Mobile Workforce Management](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) to make sure you get everything you need from enterprise software. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/5-secrets-of-a-more-efficient-mobile-workforce-management-platform/" type: "blogPost" title: "5 Secrets of a More Efficient Mobile Workforce Management Platform" author: "Aya Fawzy" date: "2017-10-12" description: "Are you managing your mobile workforce effectively? Learn the 5 secrets of mobile workforce management, and download the Skedulo ebook for more info!" lastmod: "2020-05-20" --- # 5 Secrets of a More Efficient Mobile Workforce Management Platform Published October 12, 2017 · Updated May 20, 2020 · By Aya Fawzy · 4 min read Nearly 3 out of 4 workers will be mobile-enabled by 2020. Whether you think of them as field service employees or not, that’s what they are by default. How are you going to intelligently manage their schedules, routing, communications and tasks? ## The Challenges of Mobile Workforce Management The world is mobile now, and the workforce even more so. A third of mobile workers are using[ 3 or more devices](https://16966c0d02ae8ddc176e-a393fe9355878ef10df79e27f1add196.ssl.cf5.rackcdn.com/files/documents/10543918_SB_Network_Security_Business_V1b_chi1.pdf) to work from multiple locations, according to Forrester. Having a robust and scalable mobile workforce management platform in place has become as essential to modern business as email. > Do you have a mobile workforce platform already? How does your platform maximize the efficiency of scheduling and routing your mobile workers? How do you choose the best person for each job? And that’s just the tip of the iceberg. Many companies feel they are spending too much time planning, adjusting and updating schedules. They lack visibility into what workers are actually doing in the field, which impacts the customer experience and billing accuracy. Workers experience inefficient travel routing, scheduling conflicts, and difficulty communicating with the office. Customers are upset when they can’t reach the mobile worker before the appointment or have to schedule another visit because the worker wasn’t fully prepared. How can you address these issues and yet still be sure you are minimizing costs and lost productivity? That’s what a mobile workforce management platform should be doing for you. The only question is how to choose the right one among so many options on the market. Our ebook, [**_5 Secrets to Evaluating the Best Mobile Workforce Management Solution,_**](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) will help you uncover the most important elements of an effective workforce management system. ## **The 5 Secrets of Better Mobile Workforce Management** ### 1. Define Bottlenecks in Your Current Workforce Management System Setting your [mobile workers up for success](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) means taking an honest look at your current system. Look at the entire end-to-end process for your workers and note any inefficiencies or areas for improvement that you see. Using your data and your company goals, get a candid assessment of current processes—and be prepared for some resistance to change. ### 2. Plan Out the Customer Experience from Start to Finish Streamlining the process holistically, and cutting away the unnecessary, solves problems that you may not have identified yet. For example, when you capture forms and customer signatures in on online application, then send the data automatically to the back office, you speed up the process and eliminate errors in reentering or scanning data. ### 3. Get Input from Mobile Employees Throughout the Process It is critical to the success of change management to bring workers into the solution earlier in the process. A positive user experience for mobile workers simplifies [new tech adoption](https://www.shiftboard.com/blog/4-steps-to-technology-adoption/), playing a vital role in a successful rollout. Assign a project champion on your leadership team to take the pulse of the workforce before selecting a solution, and then answer questions throughout implementation. ### 4. Use Advanced Data to Evaluate the Mobile Workforce Four out of five field service managers say they are frustrated that they can’t get the data they need to do their jobs. Almost a third say their organizations are already collecting the right data, but remain ineffective at analyzing it. The best platforms will have a good track record of dealing with data complexity and delivering customized solutions. Seek out informed customer testimonials to better understand what you need from your mobile workforce tools. ### 5: Agree on Key Metrics to Guide Your Business “You should already have an answer before you ask a question.” This old military adage has found a new life as a project management directive. You can’t ask the right questions until you know what you want to achieve. Before you talk to vendors, establish upfront your [highest priority metrics](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/), such as: “The mobile workforce management solution should increase mobile workforce utilization by X percent or lower the cost of job execution by $Y.” ## **Move Your Mobile Workforce Forward** Skedulo offers you full visibility into the daily process of workers who used to be out in the world all alone. You can support them more effectively with a communication platform that facilitates instant document transfers, sends real-time schedule updates directly to their mobile devices, and puts the right person on the right job every time. When you reduce time and complexity in the back office, you can turbo-boost productivity everywhere. Skedulo improves the mobile experience for your mobile workers, office administrators and executive leadership. Most of all, it improves the customer experience, which is really the best measure of an effective mobile workforce management solution. To learn more about best practices for mobile workforce management tools, download our ebook [**_5 Secrets to Evaluating the Best Mobile Workforce Management Solution._**](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/5-secrets-of-mobile-workforce-scheduling/" type: "blogPost" title: "5 Secrets of Mobile Workforce Scheduling" author: "Aya Fawzy" date: "2016-10-24" description: "Scheduling, dispatching, and more through automated mobile workforce scheduling? It's possible. Learn how to more effectively manage your mobile workers." lastmod: "2025-12-09" --- # 5 Secrets of Mobile Workforce Scheduling Published October 24, 2016 · Updated December 9, 2025 · By Aya Fawzy · 2 min read Scheduling your mobile workforce doesn't have to be difficult and stressful. No, we're not dreamers or crazies. We'll let you in on a few secrets about mobile workforce scheduling. Your organization will become more efficient and have happier customers! 1. **Scheduling Doesn’t Have to Be Done by Hand** Shocking but true. Automation is smart enough to handle the complexity of scheduling and not break down crying. Paper schedules, whiteboards, and spreadsheets were not meant for all this rescheduling, matching employee skills to the jobs, applying job rules to appointments, etc. Online schedules are easier to share and there’s never a question about the most updated version. 2. **Scheduling Is Tough for Companies of All Sizes** It’s not just the big boys who get confused. Every company with mobile field employees wastes too much time and energy on arranging and rearranging schedules according to who has to be where, when, with what. Software excels at tasks like these so everyone else can get back to doing their real jobs. 3. **Better Scheduling Makes Customers Happy** So many people want to make customers happy that it’s a wonder they aren’t just grinning all the time. They’re not, of course. Customers get frustrated when a business is understaffed or a worker brings the wrong equipment to a job. In fact, just sitting there wondering when a mobile worker will show up makes customers unhappy. Now companies have the power to change that. 4. **Things Are About to Get a Lot More Complicated** A benefit of hiring an employee is that you know where they are (most of the time). Independent contractors, 1099 workers and freelancers could be anywhere, accepting jobs from other employers right this second. Dispatchers need automated assistance with the complexity of contractor scheduling. Mobile and freelance workers are on the rise, so the time to straighten it all out is right now. 5. **The Future Arrived and It’s Waiting Outside Right Now** You don’t have to wait. The future of scheduling is already in the app store. Skedulo has taken what used to be an administrative nightmare and turned it into simple, magical scheduling automation. Now any company with workers in the field can be sure they are putting the right people in the right place, with real-time communications and support at every step along their journey. Seriously… Mobile workforce scheduling is serious business, but there’s no reason scheduling itself can’t be fun. Skedulo shoulders the burden and frees your workforce to excel at what they love. [Download the eBook](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/) for the full picture of how Skedulo is making scheduling fun and easy for the mobile future. Scheduling is officially “cool.” The secret is out. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/5-strategies-to-improve-nurse-retention/" type: "blogPost" title: "5 Strategies to Improve Nurse Retention" author: "Craig Panigiris" date: "2022-05-23" description: "Nurse turnover is a common, costly problem for healthcare organizations. Learn five key strategies for boosting retention and, ultimately, profitability." lastmod: "2022-05-23" --- # 5 Strategies to Improve Nurse Retention Published May 23, 2022 · By Craig Panigiris · 10 min read For many healthcare organizations, retaining nursing staff is a constant challenge. Organizations struggle to meet ever-increasing employee expectations, maintain a worker-centered culture, and ensure a flexible scheduling practice that mitigates stress. Without the right processes and tools for support, an organization's healthcare operations suffer; and so does the ability to provide a desirable work environment for nurses. This contributes to a vicious cycle. Dissatisfied nurses quit and the remaining staff must take up more shifts, higher case loads, and more challenging cases in their absence. Then, those nurses get burned out prematurely, which hinders worker productivity, decreases quality of care, diminishes patient satisfaction, and, ultimately, leads to even higher employee turnover rates. The [COVID-19 pandemic](https://www.skedulo.com/resources/healthcare-2021-what-healthcare-providers-need-to-succeed-in-a-post-covid-world/) has only exacerbated this problem, as [more than one-third of nurses](https://www.fiercehealthcare.com/providers/third-nurses-plan-leave-their-jobs-2022-survey-finds) say they’re likely to leave their jobs in the next few years. Healthcare organizations who fail to adapt processes and leverage intelligent tools to bolster their workforce will struggle to maintain their viability. To remain ahead of the curve, attract the right staff, and reduce turnover, healthcare companies need the right processes and tools to meet (or exceed) employee expectations, improve nurse scheduling, and empower their workers to succeed. ## The Main Drivers of High Nursing Turnover It’s true that [the recent pandemic](https://www.skedulo.com/resources/healthcare-2021-what-healthcare-providers-need-to-succeed-in-a-post-covid-world/) has intensified the operational factors that drive nursing turnover, but retention isn’t a completely new issue in the healthcare industry. Turnover in home health care nursing, in particular, has been growing, with rates reaching [22.18% in 2020](https://homehealthcarenews.com/2020/10/home-health-turnover-rate-hits-22-18/#:~:text=Released%20Monday%2C%20this%20year%27s%20Home,home%20health%20positions%20in%202020.). Home health agencies must work quickly to find, hire, and retain adequate nursing staff to maintain operations. This high demand has led to more employment options than ever for nurses. With industry-wide [staffing shortages](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/) placing nurses in an ideal bargaining position, they are no longer fearful of leaving a stressful or unsatisfying job and are able to be more discerning about potential employees. In fact, some nurses are leaving the healthcare field altogether, as industries like retail, financial services, and business corporations offer greater scheduling visibility and flexibility, better development opportunities, and less stressful working environments. For every type of healthcare organization, high turnover is directly tied to the negative outcomes born out of several common challenges: - **High stress - **[44% of nurses](https://www.fiercehealthcare.com/providers/third-nurses-plan-leave-their-jobs-2022-survey-finds) who plan to leave their jobs cite a high-stress working environment as their key motivator. Nurses consistently face both quantitative (number of hours worked, number of weekend and night shifts, etc.) and qualitative stressors (working with immobile patients, caring for patients with violent behavior tendencies, etc.), and organizations often don’t have clear insights into these details. Without sophisticated processes and tools, operations teams simply don’t have the information required to serve as a proxy for the amount of stress that certain jobs or patients create for workers—which limits their ability to schedule in a way that alleviates some of that stress. - **Lack of visibility - **Equity and balance requires[ total visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) into all work, and many healthcare organizations lack that context. Outdated scheduling processes and manual tools (like spreadsheets, email, static calendars, etc.) make it difficult to understand who’s working and where, who’s available, and where there’s demand. Nurses have little to no control over their schedules by way of availability or preferences, so their satisfaction and autonomy suffer. - **Schedule volatility - **Schedule volatility is a pesky reality in healthcare: Patients cancel, don’t show up, or book appointments at the last minute. The unpredictable nature of the work means appointments invariably run over time. Home health care providers are directly impacted by these abrupt changes, as they typically strive to get 40 hours of work per week from a single employer. But when an organization doesn’t have the processes and tools in place to accurately track and manage appointment statuses in real-time, schedulers simply scramble to ameliorate the problem. The result is a haphazardly scheduled nursing workforce that lacks predictability and stability throughout the week. - **Long shifts - **Long shifts are yet another reality for nurses, as they tend to work for more hours over several days, then take a few days off. But because of staff shortages and tools that only offer a limited view into worker availability, preferences, hours worked, and individuals’ work patterns, healthcare schedulers struggle to align their nurse’s schedules with business demands. So while organizations offer flexible shifts to ensure they meet patient demand, they often also fail to establish [shift-based schedules](https://www.skedulo.com/blog/why-you-need-shift-management-software/) that actually reflect their nurses’ needs. ## Crucial Strategies to Improve Nurse Retention Improving nurse retention starts by [optimizing your healthcare operations](https://www.skedulo.com/blog/operations-management-in-healthcare/). With the right strategy, processes, and tools, your team can reduce and even eliminate the frustrating and productivity-hindering factors that drive nurses to seek other employment. Here are 5 effective strategies for getting started: ### 1. Focus on Culture Everyone wants to feel appreciated for their work, and nurses are no exception. Providing patient care is often a difficult, tiresome task, but one that can be incredibly rewarding with the right employer. When employees feel recognized, they’re [4.6 times more inclined](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/#522dd49b22a0) to perform at their best. That’s why it’s crucial to build a people-first culture that proves how much your organization values its employees. By implementing a meaningful rewards and incentives program, healthcare organizations can demonstrate their appreciation of their nurses’ efforts. Depending on your budget, you can find creative ways to reward those who have high patient satisfaction ratings, take on more shifts, or consistently show up to their appointments on time. A gift card, extra time off, or a public display of recognition (like a team-wide “thank you” email that highlights a high-performing individual) can go a long way in keeping nurses satisfied and engaged in their work. A strong program shouldn’t simply offer rewards based on performance, though. It should also mean taking the time to recognize what’s going on in the schedule. If, for example, the schedule shows that Kevin has worked every Saturday for the last three months, try asking him if he’d prefer the next few weekends off. It’s a proactive approach that allows nurses to switch up their schedules, maintain a healthy work-life balance, and avoid burnout. Your recruiting and onboarding processes are a great place to establish your healthy culture, too. For instance, by facilitating “ride-alongs” prior to hiring, nurses can see first-hand the types of areas, homes, and environments in which they’ll be working. That way, they’ll be well prepared for the work and understand the patient cases they’ll be handling before they commit to the job. ### 2. Offer Appealing Benefits [Increasing nurse salaries](https://www.who.int/publications-detail/nursing-report-2020) to adequately compensate them for their work can help your organization improve retention rates. Because of employee shortages, nurses have the freedom to evaluate employers based on their ability to provide a competitive salary. And while boosting wages might seem like an expensive approach, it's a relatively small price to pay when you consider the alternative; as the cost of a single nurse turnover can be [upwards of $100,000](https://healthworkforce.ucsf.edu/staff-turnover-home-health#:~:text=Home%20health%20agencies%20report%20high,nurse%20turnover%20often%20over%20%24100%2C000.). It’s also crucial to give your nurses ample time off to offset the stressful nature of their daily work. Make sure the tools your operations team and staff schedulers use offer insights into how many hours each individual is working, how many days they’ve taken off, and which types of patients they’re serving. Then, establish a fair PTO structure that takes into account the amount and complexity of work each nurse completes. Perhaps most importantly of all is your organization’s ability to ensure flexible work schedules. Nurses want their employers to consider their availability, preferences, and work history, and upcoming jobs as they create their shifts. Employers should measure their scheduling practices against several critical, [competitive differentiators](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) by asking themselves the following: - How far in advance do you let your employees know about their schedules? - How many hours on average do employees receive? - How does that average align with employee expectations? - How do you solve for exceptions? Visibility into your workforce data can transform “flexibility” from a buzzword to something meaningful—so make sure you use it to your advantage. ### 3. Improve Scheduling Delivering quality care is a wobbly balancing act if you don’t have the right [scheduling processes](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) and tools in place. Up to [43% of organizations](https://www.amnhealthcare.com/latest-healthcare-news/prevent-healthcare-staffing-problems/) still use paper-based tools or spreadsheets to schedule their nurses. But these outdated methods cause inefficient workflows, require time-consuming and repetitive tasks, and lead to scheduling errors; and nurses feel the pain. Plus, healthcare workers must adhere to compliance procedures, and physical paperwork makes it difficult to protect patient confidentiality. Competitive healthcare organizations have started [investing in intelligent scheduling tools](https://www.skedulo.com/blog/healthcare-scheduling-tool-checklist/) to eliminate those redundant tasks, eliminate workflow bottlenecks, and ensure accuracy. Some tools automatically assign the best healthcare provider for the patient (based on availability, location, preferences, certifications, and more), so nurses always arrive on time and fully prepared. Smart scheduling systems offer user-friendly mobile apps, so nurses can send and receive updates throughout the day, seamlessly sync patient and job data to a centralized system, and access up-to-date routes in real time. And because healthcare is often time-sensitive, modern scheduling tools make it easy to accommodate last-minute changes, unusual patterns, and recurring appointments. ### 4. Provide Training and Support In order to remain engaged, nurses need to feel as though their careers and skills are continuing to develop over time. And since a highly-engaged team can [boost profitability by up to 21%](https://www.amnhealthcare.com/latest-healthcare-news/prevent-healthcare-staffing-problems/), healthcare organizations should provide sufficient opportunities for their nurses to grow. One way to ensure development is by empowering nurses with better remote communication tools, so they can easily contact their presiding physicians or other nurses to ask questions. Even better if their tools enable video calls or a phone line for triage nurse support, which help nurses access live assistance and gain deeper expertise while on the job. Moreover, remote educational tools and compliance training programs can make it easier for nurses to keep up with constantly changing regulations; and for their supervisors to confirm they’re up-to-date. A buddy system or pre-scheduled time for nurses to meet with other nurses once a week can also build team cohesion and bolster knowledge-sharing. Non-billable work doesn’t mean non-valuable work. Opportunities for socialization, team problem solving, and peer-to-peer mentoring all contribute to indirect revenue generation. Happier, more satisfied employees stay longer with organizations and maintain better relationships with your client base. Some organizations have also implemented programs that help aides get their CNA (certified nursing assistant) certifications free of cost, so nurses can further develop their training and skill sets. When employers give their nurses convenient opportunities to increase their knowledge and experience, those employees are more likely to advance within that same organization—rather than looking elsewhere to hone their skills. ### 5. Leverage Better Tools If you’re operating a small group of healthcare providers, you might be able to get away with using manual, [disjointed tools](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/). But for competitive organizations who want to retain their top talent _and _provide excellent patient experiences, those makeshift solutions just won’t work. To remain satisfied, fulfilled, and successful, nurses need [tools that make their already-complex jobs easier](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/). Modern healthcare scheduling tools, for example, make it easy to match the right provider to the right patient, update caregivers in real-time, reduce travel time, and increase efficiency—all in one, easily accessible place. These tools use intelligent automation to handle complicated schedules and support all [types of dynamic work arrangements](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/). They offer complete workforce visibility for operations teams and staff schedulers, who can use those insights to optimize their scheduling process. That means no more guesswork for schedulers, as they have seamless, up-to-date access to everyone’s skill sets, certifications, preferences, job history, location, and more. Nurses have everything they need (from the fastest routes, to patient information, to communication tools, to vital documentation) in a single, [mobile-friendly app](https://www.skedulo.com/blog/5-types-mobile-health-apps/), so they don’t need to waste precious time toggling from one tool to the next. They’re always in the know about the most up-to-date schedules and have flexible workloads that balance their autonomy with their supervisors’ authority. What’s more, the right healthcare scheduling tool enables nurses to [collect patient and job data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) (like signatures, appointment details, health forms, etc.) in the field, then automatically syncs that information back to the central system. Nurses no longer need to spend time manually re-entering data into a separate database, and operations teams always have a real-time, accurate understanding of their workforce. ## Powerful Scheduling for Better Nurse Retention Nurse turnover is a costly problem for many healthcare organizations, and insufficient tools and processes only exacerbate the issue. They often require superfluous time and effort from nurses whose time could be better spent focusing on their patients. Retaining your nurses means adapting your operations to improve scheduling, ensure a better [employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), and become more human-centered. [Skedulo’s home healthcare scheduling software](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) helps organizations easily manage complex nursing schedules, with tools for intelligent job matching, route optimization, real-time communication, and more—all in one, mobile-friendly, HIPAA-compliant platform. Skedulo eliminates the manual tasks and scheduling issues that otherwise diminish nurse productivity and satisfaction. Learn more about how to [decrease your home health workforce turnover](https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/), or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/5-technologies-transforming-senior-healthcare/" type: "blogPost" title: "5 Technologies That Are Transforming Senior Healthcare" author: "Craig Panigiris" date: "2020-12-11" description: "Senior healthcare technology has improved communication, scheduling, and the patient experience. Learn about the top technologies transforming senior care." lastmod: "2020-12-11" --- # 5 Technologies That Are Transforming Senior Healthcare Published December 11, 2020 · By Craig Panigiris · 8 min read Until recently, providing senior healthcare was a relatively fixed process. Older patients would travel to a healthcare provider for a doctor to diagnose and treat them and, in many cases, they were matched with a caregiver to assist them with daily or weekly activities. While many of the same principles apply today, technology has significantly transformed senior healthcare for the better. Modern tools have made life easier, safer, and more comfortable for elderly patients, their families, and their care teams. As [healthcare trends](https://www.skedulo.com/blog/north-american-trends-in-elderly-care/) and technology continue to evolve, it’s essential that the way care is delivered evolves, too. ## What is Senior Healthcare Technology? Senior healthcare technology refers to the devices and systems that are designed to help senior citizens lead healthier, higher quality lives. While there are many technologies on the market, each one has a specific purpose to address the unique challenges seniors face. As the healthcare landscape continues to change, organizations should focus on investing in and implementing tools that improve access, communication, and experience for senior patients. The [COVID-19 pandemic](https://www.skedulo.com/blog/healthcare-trends-during-covid-19/) in particular has altered the way healthcare providers view and deliver senior care—and how modern technology makes it easier and safer to do so. ## Different Types of Elderly Healthcare Technology While there is certainly no shortage of healthcare tech solutions, there are a few key tools to consider for healthcare organizations looking to improve senior care: ### Wearable Devices Wearable devices include ECG monitors, oximeters, fitness trackers, and more. The primary goal of these devices is to track, monitor, and even analyze data related to heart rate, blood pressure, glucose levels, and other key vital signs. By putting these devices into their clothing or right on the skin, depending on the device, information is sent directly to the healthcare provider without the patient stepping out of the front door. [Wearable technologies](https://www.businessinsider.com/wearable-technology-healthcare-medical-devices) alert providers of changes or potential problems in a senior’s health, which is key to shifting elderly care from a reactive to proactive process. Preventative health services and earlier interventions are particularly important for older patients. By investing in wearable devices and/or other [remote patient monitoring (RPM)](https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/) tools, healthcare organizations are really investing in proactive care and better health outcomes for seniors. Solid remote patient monitoring tools also [strengthen the patient-provider relationship](https://news.careinnovations.com/blog/how-rpm-strengthens-the-relationship-between-patient-and-clinician), a crucial part of keeping a competitive advantage. Plus, these devices can keep track of vitals that could previously only be measured by healthcare providers, and thus allow senior citizens to avoid unnecessary (and often expensive) routine doctor’s visits. For example, if a patient uses their wearable blood pressure monitor daily and suddenly there’s a change captured on the device, it can automatically notify a healthcare provider. The in-home care provider can reach out to the patient and travel to their address to resolve the issue, rather than requiring the patient to visit a clinic or doctor’s office for proper care. **Get your customized Demo** ### Mobile Apps [Mobile apps](https://www.skedulo.com/blog/5-types-mobile-health-apps/) are software programs designed to be downloaded on smartphones or tablet devices. Many apps make it easier for providers to connect to their senior patients, simplifying in-home care for both parties. These apps often work in tandem with wearable devices to offer accurate, real-time readings of seniors’ vitals. Remote monitoring apps, as mentioned earlier, can monitor and record a senior’s vital signs, blood pressure, and oxygen levels remotely and instantly send this information across various platforms and providers. There are also clinical and diagnostic apps, which often have built-in symptom checkers to help providers quickly diagnose their senior patients’ illnesses and injuries. This eliminates the need for older adults to visit their doctor for constant checkups, saving both time and money. Many healthcare organizations are implementing different types of mobile apps to improve the way care is delivered to senior patients. As technology evolves and seniors are forced to adjust, it’s essential for companies to invest in mobile tools that make healthcare delivery as comfortable, convenient, and effective as possible for older patients. Some mobile apps offer a convenient [scheduling tool](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/), which seniors can use to request an appointment with a provider who has experience with their condition, is familiar with their history, and has the availability required to deliver regular in-home treatments. They may also include features that enable senior patients to instantly communicate with providers, access their health data, and receive appointment updates and accurate provider arrival times. Through the use of mobile apps, providers can bring care directly to seniors and address the growing need for in-home care among older patients. Healthcare companies can both provide excellent care services to elderly clients _and _[improve their own operations](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) with streamlined processes, more efficiency, and a better employee experience. ### Workforce Management Tools Modern workforce management solutions, particularly those geared toward the [deskless workforce](https://www.skedulo.com/learn/deskless-workers/), offer high-quality collaboration tools that enable seniors to get top-notch care from the comfort of their own homes. These types of software focus on improving team engagement and increasing the effectiveness of healthcare delivery with features like: - Centralized, streamlined communication between patients, providers, and administrators - Real-time scheduling and updates, so seniors always know when providers will arrive - [Contactless data collection](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) and storage to ensure patient progress is safely and accurately measured over time - Patient-provider matching, which automatically considers location, skills, certifications, and preferences to make sure the right mobile worker is matched to the right client Though [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) tools replace the manual processes that have hindered senior healthcare delivery in the past, their benefits may not be abundantly clear to elderly patients right off the bat. Organizations should work with senior clients to help them adjust to receiving care in a new way that, at first, might feel less personal. After all, older patients are likely used to scheduling their appointments through one-on-one phone calls and visiting the provider’s office to receive care. Make sure you explain the benefits of this more proactive approach and why new tools— like RPM devices that reduce their trips to the doctor’s office or automated scheduling that matches the perfect provider to the patient—improve their overall healthcare experience. It may take some time, but the personalization made possible through mobile workforce management technology leads to [higher quality interactions](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) between deskless healthcare providers and clients. Seniors will be able to confirm in-home appointments through text, receive real-time arrival updates, and rely on more consistent care as a result of easier patient data storage and access. ### Enhancements to Electronic Health Records In the 1960s, [electronic health records (EHR)](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) transformed the way healthcare providers capture and store data. Prior to their introduction, healthcare organizations relied on paper-based processes to collect valuable patient details. But in an effort to drive efficiency and improve the customer experience—while also ensuring compliance and record keeping requirements—EHR systems emerged. This ability to digitally track and manage patient data is especially crucial for seniors, who often rely on getting [healthcare services at home](https://www.skedulo.com/blog/the-future-of-home-healthcare/). Though the invention and implementation of EHR systems isn’t anything new, the ability to properly leverage EHR-based technology has recently (and greatly) evolved. When paired with [the right technology](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/) that offers real-time access to EHR systems outside of a hospital setting, like mobile workforce management software, healthcare providers can ensure the best care possible for elderly patients. By being fully connected to key information, deskless workers can make swift, confident decisions, regardless of where they’re providing service. Seniors are consistently matched with the right provider based on accurate data regarding location, long-term availability, and certifications, which builds stronger, deeper patient-provider relationships. What’s more, mobile workforce management software adds significant value to the organization’s EHR-based technology stack. The right technology solution [integrates with your existing tools](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/), including your EHR system, and connects data from a variety of sources. When data flows easily (and securely) among systems, organizations can better track, manage, and improve service to seniors. ### Telemedicine Telemedicine, or remote visits, allow seniors to receive quality, contactless care in the comfort of their own homes. Through the use of mobile technology, healthcare providers can directly connect with older patients and deliver care virtually. This technology is especially important for seniors who are unable to leave their homes due to certain conditions, or for those located in remote areas without easy access to in-office healthcare services. It also eliminates travel expenses and the risk of physical contact for patients with pre-existing health issues. Crucial for the success of telemedicine services for seniors is a healthcare organization’s [mobile maturity](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/). When investing in mobile healthcare technology solutions, providers must focus on evolving in a few unique ways to ensure proper care for older patients: - Implement modern mobile tools that make it easy for seniors to digitally connect with providers for better remote patient services - Utilize technology that collects, tracks, and analyzes patient data to ensure that even virtual health services are personalized and valuable - Equip healthcare workers with strong, real-time scheduling and communication tools, so seniors continue to trust in the quality and reliability of your telemedicine technologies Because telemedicine requires information to be shared digitally, seniors may be hesitant to participate in this type of care. It’s essential that healthcare organizations [leverage the right technologies](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) and adopt a security-driven approach to keep patient information safe. By implementing a comprehensive security strategy that enables you to maintain agility and speed without sacrificing compliance, you can ensure you’re meeting business needs and instilling confidence in senior clients. ## The Future of Senior Healthcare Technology Each day, new devices for seniors and their healthcare providers are being designed, tested, and brought to market. It’s crucial that healthcare organizations who care for seniors are cognizant of the available technologies to remain competitive and customer-centric. Healthcare organizations that invest the necessary time, money, and resources into technologies for elderly care will find it easier to adjust as more products continue to emerge. Those who continually focus on equipping their staff with modern tools to streamline [healthcare operations](https://www.skedulo.com/blog/operations-management-in-healthcare/), improve patient-provider relationships, and shift to a proactive care approach will undoubtedly be better prepared for the future. This is particularly true for providers hoping to succeed in today’s healthcare landscape, where digital tools and processes are transforming both _how _and _where_ senior care is delivered. Healthcare organizations will have to prioritize technologies that enable them to provide the highest quality care at home, even if this requires org-wide [digital transformation](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/). By adapting to changing technologies and implementing the processes and operations that support them, healthcare organizations (especially those with a mobile workforce) will be able to offer quality patient care and remain competitive in the industry. Without the latest senior healthcare technology, it will be a challenge to gain and retain loyal patients and improve the bottom line. ## Transform Senior Healthcare with Intelligent Software Senior healthcare technology has changed the way healthcare organizations and providers care for their elderly clients. Tools that streamline communication, enable remote monitoring, and optimize the scheduling process create a better patient-provider relationship that results in better health outcomes. [Skedulo’s healthcare and home health scheduling software](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) offers the interoperability required for high-quality senior healthcare. The result is simplified, effective operations to better handle patient scheduling, data-based care planning, and the overall patient experience. Learn about what to look for in [home healthcare scheduling tools](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) to better support senior care, or [book a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/5-things-frontline-workers-want-you-to-do-before-you-go-in-to-get-tested-or-vaccinated/" type: "blogPost" title: "5 things frontline workers want you to do before you go in to get tested or vaccinated" author: "Chelsea Basilotta" date: "2020-12-30" description: "Consistent themes from hundreds of conversations with frontline workers, and my own COVID-19 tests, for anyone about to get tested or vaccinated." lastmod: "2020-12-30" --- # 5 things frontline workers want you to do before you go in to get tested or vaccinated Published December 30, 2020 · By Chelsea Basilotta · 2 min read 2020 has been a year of learning for the world and for me personally. Part of my role adapted early on in the year, and I was the first point of contact for most of the people who reached out to us looking for help around scheduling for their COVID-19 and rapid testing locations. Across the hundreds of conversations I’ve had, as well as multiple COVID-19 tests I’ve received myself, there have been consistent themes; and I’d like to take the opportunity to share them here for anyone thinking about getting tested or immunized for COVID-19. ### 1. Ensure your eligibility to receive a COVID-19 test or vaccination For both COVID-19 tests and vaccinations, it’s important to verify your eligibility. Before you select a location and time to schedule your appointment, you should see a survey that asks questions about your current health status - for example, “Do you have a cough?”, “Do you have a fever?”, “Have you traveled in the last 10 days?”, etc. Answering these questionnaires truthfully not only makes sure you are in the best state of health to receive a test or vaccination, but also ensures the safety of the staff members onsite. ### 2. Schedule your appointment in advance Many COVID-19 test and vaccination locations are extremely overcrowded, overwhelmed and overworked. The last thing they want is for you to turn up without an appointment. By scheduling your appointment in advance, you help these test and vaccination locations run most efficiently, so you’ll be in and out and on with your day. Not only that, but you’ll also be alleviating the stress on frontline workers and the locations they are staffing. Remember that most vaccinations will require multiple doses. If you do not schedule all of your vaccination appointments in the series at the same time, be sure to schedule those follow-up appointments following your first dose. **Find out about our COVID testing scheduling and vaccine adminstration software** ### 3. If you’re unable to attend your appointment, cancel or reschedule Good on you for scheduling your test or vaccination appointment! Appointment time slots for COVID-19 tests and vaccinations are valuable and sometimes difficult to secure, if something comes up and you’re unable to show up for your slot, make that appointment available for another individual, and cancel or reschedule. ### 4. Wear your PPE Keeping ourselves and those around us safe is priority number one. When you are going to receive your COVID-19 test or vaccination, please be sure to wear your mask or any other required personal protective equipment required in the area or region which you live. ### 5. Be ready for contactless check-in When you arrive at the location for your COVID-19 test or vaccination, have your confirmation details at the ready, whether that’s a QR code to be scanned or a confirmation code to be read out to a staff member. Having this information ready to go will help keep things moving quickly  for the staff at a location, as well as the others that are receiving tests or vaccinations. Learn more about how Skedulo can help manage your COVID -19 testing scheduling, and vaccine administration scheduling  by [booking a demo ](https://www.skedulo.com/book-a-demo/)today! ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/" type: "blogPost" title: "5 Scheduling Tips to Improve Efficiency and Boost Profitability" author: "Bartek Woroniecki" date: "2021-02-08" description: "Efficiency improvements in your scheduling process can increase revenue and cut costs. Here are 5 easy tips to make scheduling a competitive advantage." lastmod: "2022-07-19" --- # 5 Scheduling Tips to Improve Efficiency and Boost Profitability Published February 8, 2021 · Updated July 19, 2022 · By Bartek Woroniecki · 7 min read Driving up profits requires one of two things: increasing revenue or cutting costs. When you can do both, you can significantly improve the bottom line. But how do you increase revenue and cut costs while still meeting the needs of your customers and deskless workers? Scheduling is a key factor. Scheduling has a huge impact on the satisfaction of your customers, the experience of your mobile workforce, and your operational efficiency. By automating manual processes and integrating information from disparate systems, scheduling can become a competitive advantage that improves the bottom line. ## Use cost-cutting scheduling software to improve your scheduling process In the drive for profitability, cutting costs has the benefit of being entirely within your control. Topping the list of cost-cutting projects for businesses of all sizes is back office efficiency. Gains there have a ripple effect across the organization, lowering costs and solving problems you may not have previously considered. Companies using manual processes often overspend on internal administrative costs, both in terms of time and money. In particular, companies with a mobile workforce often think of scheduling as a time and cost sink because it typically takes a great deal of labor and puts a strain on resources—especially for organizations with a [blended workforce](https://www.skedulo.com/blog/rise-1099-mobile-workforce/). The good news is that scheduling technology can upend that equation and give you powerful tools that make your company [more efficient and more profitable](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/). Here are five ways you can improve your scheduling process to increase efficiency and boost your bottom line: ### 1. Stop using inefficient manual processes Humans are good at a lot of things, but in some cases, technology is just better. [Automation ](https://www.skedulo.com/product/skedulo-intelligence/)can eliminate bottlenecks for time-consuming, repetitive tasks like trying to fill out the weekly schedule on paper or in an Excel spreadsheet. Too often, things get forgotten, schedules change, workers trade shifts, and redoing the schedule slows down the entire operation. That makes it nearly impossible to maximize resource utility or maintain workforce visibility. Each miscommunication or error comes with an equivalent dollar amount. There’s no reason this has to happen. Market leaders in every industry are leveraging the power of automation, dropping their expenses and leaping ahead of the competition. Automate whatever you can in the back office to proactively avoid errors and speed up your essential functions. Even better if you deploy software that enables you to invoice immediately after a job is complete, effectively reducing the time it takes for money to hit your bank. By automating manual scheduling processes, you can: - Increase your organization’s work capacity - Improve resource utilization - Reduce operating costs - Optimize scheduling based on business objectives See how [software solves the challenges](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) of manual scheduling to improve productivity in the mobile workforce. ### 2. Execute intelligent scheduling and dispatching As the [mobile workforce continues to grow](https://www.skedulo.com/learn/deskless-workers/), more companies are taking advantage of robust, labor-saving technology solutions. Mobile devices, cloud-based SaaS tools, and distributed computing have [dramatically lowered costs](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) and made businesses more agile. Consider the process of dispatching field workers. First they must be scheduled, with finely detailed inputs on availability, skills, certification dates, customer preferences, and more. Traditionally, this has required calling or emailing multitudes of people to book a single job. If this isn’t done correctly from the start, everything following will be a costly waste of time and money. Add in the complexity of scheduling both full-timers and independent contractors, and you’re at an even higher risk for expensive errors. It’s necessary to improve your company’s ability to handle multiple jobs simultaneously while also ensuring that you’re sending the right person to the right job. If you’re still using manual, disparate tools to send mobile workers into the field, you’ll likely run into issues with delays, missed appointments, and client complaints. When one mobile worker calls in sick, for example, a staff scheduler may need to devote their whole day to rescheduling all of those appointments. Customer experience—and employee satisfaction—are greatly impacted by your ability to properly schedule and dispatch your deskless workers according to their qualifications and preferences. By using a powerful scheduling and dispatch solution, you can streamline the scheduling and dispatching process on which your mobile workers and customers depend. Intelligent scheduling and dispatching allows you to reduce costs and boost revenue by: - Automatically sending real-time scheduling updates to workers’ mobile devices - Optimizing and updating routes based on real-time data - Enabling the right mobile worker to pick up assignments with job alerts With a [centralized platform](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), you can see if you are utilizing your mobile workforce to maximum efficiency and gain real- time visibility into worker availability. Learn how employee scheduling [impacts revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/), or request a free demo today. ### 3. Join the mobile revolution If your company [manages a mobile workforce](https://www.skedulo.com/learn/mwm-overview/) and you schedule people to perform services away from the office, communication can be a little tricky. Deskless workers often receive client information, routing details, company updates, and more through a variety of tools. This lack of connectedness makes it difficult to stay up-to-date on essential information. What’s more, they’ll likely need to update a separate system with key customer details once they return from the job, costing time in administrative tasks. But today’s smartphone and tablet technology enables organizations to communicate with deskless workers instantly, anywhere in the world. With the right mobile app, your field workers can easily accept or deny job requests, collect contactless customer signatures, see optimized routes, stay up-to-date on company news, and more—all in one, centralized location. Mobile-first organizations use tools that enable deskless workers to [capture, update, and access](https://www.skedulo.com/blog/improve-field-data-collection/) everything they need in one succinct place. They know that the consumerized app experience has become the norm, and that providing seamless tools can make or break a happy workforce (and in turn, a happy customer base). If you aren’t yet leveraging smartphones that send data directly to your Customer Relationship Management (CRM) system and back office, you’re giving competitors the advantage. Start increasing your operational efficiency, cutting back on wastes of time and money in data transfers and cutting back on wastes of time and money in data transfers with a powerful mobile workforce management app. ### 4. Satisfy more customers—and satisfy customers more In the wake of COVID-19, with [34% of deskless workers stating that quality of service was negatively affected during the pandemic, customer experience is more important than ever before.](https://www.skedulo.com/learn/deskless-workers/) In fact, providing an excellent customer experience can decrease the cost of serving customers by 33%, and customers who receive great service are likely to [spend 140% more](https://www2.deloitte.com/content/dam/Deloitte/us/Documents/process-and-operations/us-cons-the-true-value-of-customer-experiences.pdf) than their unsatisfied counterparts. High quality interactions are crucial, and an organization’s ability to provide such services is dependent on reliability, consistency, and preparedness. The stakes are high for the mobile workforce, and even higher in [industries like healthcare](https://www.skedulo.com/industries/healthcare-human-services/), where manual scheduling and processes create inefficiencies, increase costs, and expose patients to unnecessary risks. Sending the wrong healthcare professional to a client, failing to accurately record or access patient data, or delaying or missing an appointment can mean critical consequences—both for the organization and the client. More businesses with a deskless workforce are realizing the value of technology that enables real-time scheduling and communication and centralizes important client information. To keep customers (and mobile workers) happy, look for a solution that estimates job arrival time, communicates to mobile workers and customers on the devices they use, and securely stores and transmits client information in the field ### 5. Act on your most influential metrics Data-driven companies are earning [20-30% more than their peers](https://www.bcg.com/publications/2017/digital-transformation-transformation-data-driven-transformation.aspx), yet some companies with a mobile workforce aren’t efficiently tracking and analyzing key insights. To make a dramatic impact to your bottom line, you’ll need to constantly stay on top of your data and keep operations in pristine shape. That’s virtually impossible without a solution that enables you to track down performance in every corner of your business and intelligently transform that data into actionable reporting. Insufficient data collection and reporting won’t enable you to make informed decisions about customer experience, strategies, and operations, and competitive opportunities. Forward-thinking businesses are investing in technology that allows them to cultivate and leverage valuable data—from job completion times, to unrealized marketplace gaps, to quoting and estimation. An even fuller picture comes into focus for companies that can overlay this data with information from other sources, such as an HRM or CRM system. Those next-level insights enable organizations to make [cost-saving decisions on employee utilization](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/), customer requirements, operations, and more. If you’re looking to improve evidence-based decision making, find a solution that connects disparate data and offers in-depth analytics to boost both performance and your bottom line. ## Drive efficiency with Skedulo’s intelligent scheduling platform Skedulo’s powerful workforce scheduling software enables effective scheduling to increase your bottom line. Our mobile-first platform offers hassle-free scheduling and communication, deep insights and analytics, and visibility into your deskless workforce. To learn more about how Skedulo can streamline your back office and field operations to enhance profitability, [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/5-types-mobile-health-apps/" type: "blogPost" title: "5 Types of Mobile Health Apps Providers Need" author: "Marie Francis" date: "2018-08-20" description: "Mobile health (mHealth) apps are changing how mobile healthcare providers do business. Learn about 5 types of mHealth apps and what makes them worth using." lastmod: "2020-09-10" --- # 5 Types of Mobile Health Apps Providers Need Published August 20, 2018 · Updated September 10, 2020 · By Marie Francis · 4 min read These days, there’s an app for everything, including your health. Mobile health (mHealth) has transformed the medical field for the better from every perspective: patient, physician, office staff, and executives alike. mHealth apps keep the channels of communication open 24/7 between patients and provider. They can allow a provider to diagnose, prescribe, and monitor, sometimes without even seeing the patient in person. These apps allow healthcare consumers to take a more active and knowledgeable role in their own care. Plus, they can save time and money across the board without compromising privacy or safety. Let’s take a deeper look at mHealth apps. ## An Overview of mHealth Apps Experts forecast that mHealth will be a [$102.4 billion](https://globenewswire.com/news-release/2017/11/15/1193431/0/en/mHealth-Market-Size-Projected-to-Reach-USD-102-43-Billion-by-2022-Zion-Market-Research.html) business by 2022. Plenty of mHealth apps are on the market already, and more are created each day. Most fall into one (or more) of the following five categories: ### Clinical and diagnostic apps These apps allow practitioners to gather, evaluate, and share data about their patients. They may include the ability to access electronic health records (EHRs) on the go, view lab results, or perform digital imaging. Built-in symptom checkers help providers and patients diagnose illnesses and injuries quickly. Such apps even allow for hassle-free patient scheduling. ### Remote monitoring apps Not every condition needs to be managed in a clinical setting. Remote monitoring apps allow patients to remain at home while still under the (virtual) care of their physician. Practitioners can keep track of their patient’s heart rate, oxygen level, blood glucose readings, blood pressure, and other pertinent healthcare information without the need for office visits. Remote monitoring also applies to mobile health providers. mHealth apps may include [electronic visit verification](https://www.skedulo.com/blog/electronic-visit-verification-evv-home-healthcare/) (EVV) that logs who provided which services to whom, plus when and where it was delivered. This type of compliance information will be required of many providers in the coming years. ### Clinical reference apps With mHealth apps, there’s no need to lug around heavy reference guides—all the information needed is at the provider’s fingertips. Clinical reference apps offer digital access to the ICD-9 and ICD-10, E&M coding, and other specialized reference materials. ### Productivity apps Productivity and efficiency go hand in hand with mobile health, and there are a bevy of apps designed to increase efficiency for providers. They include apps designed for [home healthcare scheduling](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/), mobile charting, remote dictation, and internal business communication. The best productivity apps will offer all these functions while maintaining HIPAA compliance. ### Healthy living apps Designed with patient engagement in mind, healthy living apps track health metrics such as diet, exercise, heart rate, and sleep. Pregnant women can even use apps about fetal development. Patients with diabetes or heart disease may benefit apps that offer a diet plan tailored to their specific circumstances. Learn what qualities to get in an mHealth app with our [checklist](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/), or request a free demo today. ## The Value of mHealth Apps mHealth apps provide significant value to everyone from the patient and family level to the healthcare c-suite. They simplify otherwise complicated processes, provide step-by-step guidance and diagnostic advice, and make it easy to track and monitor a patient’s health from anywhere. Consider the benefits: - Clinical and diagnostic apps allow for faster diagnosis. - Remote monitoring apps preserve manpower, time, and cost, reserving in-person visits for when patients truly need them. - Clinical reference apps provide instant, up-to-date information on the go. - Productivity apps save time and money, reduce overhead, and make scheduling easier. Healthy living apps give patients the autonomy to proactively manage their own conditions in the best way possible, which may help [reduce hospital readmission rates](https://www.healthcareitnews.com/news/mobile-apps-helping-reduce-readmissions). ## Qualities of Successful mHealth Apps Although the value and benefits of mHealth apps can’t be denied, the fact remains that not _all_ apps are created equal. As of 2017, there were a staggering [325,000 mobile health apps](https://research2guidance.com/325000-mobile-health-apps-available-in-2017/) available—some of them much better than others. With an influx of new apps appearing almost daily, what makes one worth using and renders another effectively useless? - **Adaptability: **How well does the app adapt to individual preferences and needs? A one-size-fits-all approach rarely works well in general, and in the medical field shifting toward personalization, it works even less. - **Interoperability: **As we make the [move toward mobile maturity](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/), it’s crucial that mHealth apps work seamlessly across multiple devices and alongside multiple systems. There is little point in implementing an app that only a portion of the workforce can use due to [different technological capabilities](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/). For example, an app that is compatible with your scheduling system but not the EHR system isn’t that useful. - **Offline capabilities: **In the mobile healthcare field, providers aren’t always within range of a cell tower. In rural areas, service can be spotty at best. A good mHealth app should be able to save and store information, regardless of data connectivity. - **Ease of use:** Patient portals can be immensely beneficial. However, the patients who need them most (primarily the elderly) are often stymied by technology. Your chosen apps _must be easy_ for seniors and “technologically challenged” patients to use. **Implementation:** Any new software comes with its own set of challenges, but implementation shouldn’t erase all the benefits of mHealth apps. How long will it take you to get the app up and running, and how easily can you train your staff to use it? ## The Bottom Line of mHealth Apps Yesterday’s patients are today’s [healthcare consumers](https://www.skedulo.com/blog/consumerization-healthcare-experiences/), and they demand to be treated as such. They want excellent care at a decent price and the ability to manage their own treatment whenever possible. mHealth apps help them do just that, while allowing mobile healthcare practitioners to deliver on their service promises and provide the best all-around value for everyone involved. If you’re looking for an mHealth solution that enables a seamless experience for both patients and providers, check out Skedulo’s [healthcare scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/" type: "blogPost" title: "5 Ways The Right Technology Can Increase Workforce Productivity" author: "Bartek Woroniecki" date: "2021-03-10" description: "Organizations with a mobile, fixed-location, or blended workforce need the right tools to ensure productivity for a diverse and distributed workforce." lastmod: "2023-09-26" --- # 5 Ways The Right Technology Can Increase Workforce Productivity Published March 10, 2021 · Updated September 26, 2023 · By Bartek Woroniecki · 8 min read ![techimpact](https://assets.skedulo.com/assets/2021/03/HowAutomatedSchedulingAffectsTeams_02-21_blog-header_1050x557@2x-1.jpg) Ensuring your workforce is as productive as possible can be an uphill battle, especially in the ever-evolving digital era. It’s even more complex for businesses balancing the needs of deskless, fixed-location, and contracted workers in one blended workforce. Too often, mobile and deskless workers rely on myriad tools across disparate systems to serve customers. When dispersed workforces rely on multiple tools for collaboration, communication, customer information, and more, bottlenecks in the workflow hinder productivity across the board. ## 5 Ways Technology Improves Productivity of a Blended Workforce Organizations that take a fragmented approach to technology and everyday tools will find it difficult to measure and ensure worker productivity, but [the right technology](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) can make a significant difference. Disconnected toolsets of the past have made way for modern technologies that can support and empower a mobile, fixed-location, or [blended workforce](https://www.skedulo.com/blog/rise-1099-mobile-workforce/) in a few key ways: ### 1. Accurately Track Employee Time Properly tracking time spent on a job can be a cumbersome task for deskless workers, especially those who travel to different job sites on a regular basis or don’t work on a standard, 9-to-5 schedule. In the past, they’d have to complete their work, travel back to the office, and input their hours worked into a time-tracking system or timesheet at the end of the day. But this process is [riddled with delays and errors](https://www.skedulo.com/resources/), and impedes productivity for both mobile employees and back-office workers, who must then manually audit and correct logged hours. Robust mobile workforce management apps empower deskless workers to check in and out of jobs with a single click. Some can even be integrated with payroll or HR systems, so employees can automatically submit accurate timesheet data, and managers can see time off requests or estimated labor costs in real-time. The result is freed up time for HR employees (who no longer need to manually track mobile workers’ hours and align them with payroll) and for deskless workers (who no longer need to duplicate their time-tracking efforts with manual processes). More free time means more time to serve customers, increasing overall productivity, and the insights you gain from accurate time-tracking technology will enable you to make more operational improvements going forward. **See Skedulo in action** ### 2. Intelligently Schedule The Mobile Workforce When you use manual scheduling tools, scheduling your mobile workforce effectively requires a lot of precious time from staff schedulers, who are more likely to be overburdened. Traditional spreadsheets just don’t offer the kind of flexibility, automation, or workforce visibility needed to create schedules that boost employee satisfaction, productivity, and [your bottom line](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/). Because scheduling mobile workers is a time-consuming process—and one that’s complicated by frequent schedule changes, verifying employee qualifications, adapting to customer preferences, accommodating job locations, and more—failing to optimize will inhibit productivity across your entire operation. Modern, intelligent scheduling platforms that offer complete transparency, scheduling based on employees’ certifications and locations, and real-time updates and communication simplify the process. And because they offer user-friendly access for both desktop and mobile, employees in the field [never miss a beat](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/). Implementing this kind of technology streamlines workflows, eliminates the bottlenecks often caused by manual scheduling, and allows mobile workers to [capture, update, and access](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) crucial information in the field. By leveraging a tool that acts as a one-stop shop for scheduling your mobile workforce, your employees—both in the field and in the office—can focus on their work and stay as productive as possible. _See how the right scheduling technology can eliminate manual processes to make your [entire operation more productive](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/)._ ### 3. Streamline Communication For organizations with a mobile, fixed-location, or blended workforce, ‘conventional’ methods of communication [just won’t cut it](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/). In any given day, a mobile worker must keep track of important customer updates, new or cancelled appointments, key resources, or broader company news—often using several disjointed tools. But when employees need to check phone calls, emails, text messages, and other communication platforms—while also completing their daily tasks—they’re likely to miss crucial details that can cost valuable time. If, for example, a mobile worker misses an email notifying them of a cancellation, they risk wasting time traveling to a job for which they’re no longer needed. These [miscommunications negatively impact](https://smallbusiness.chron.com/effects-poor-communication-business-345.html) efficiency, productivity, and your business’s overall appearance to customers. Technology that centralizes communication in one place ensures your deskless, field, and back-office employees always have real-time access to information, even from the mobile devices. Robust tools offer streamlined communication between both employees and customers, so your workers are always operating at the highest level of productivity and are fully prepared to [delight your customers](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). ### 4. Provide a Single Source of Truth Having a single source of truth is crucial, not only for supporting mobile workers in the field, but also for [empowering your IT teams](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). When your employees don’t have a centralized source for capturing, tracking, accessing, and managing information, they’re forced to do so using disparate, duplicative, and even unsecured systems and processes. Your workforce data, including all of the details and information mobile workers need to do their jobs, is the backbone of a successful operation,but that data can’t be easily or fully utilized if it first needs to be reconciled from various systems and records. With technology that helps your teams maintain and manage a single source of information, workers spend more time on more important initiatives. Mobile workers can capture job details (like customer preferences, contactless signatures, time-to-completion, and more) on their mobile devices, which is automatically synced to other key systems so managers can easily create actionable insights and reports. Everyone—the worker in the field, the IT support team, and company leaders—can be more productive when information is easier to find, share, and analyze. ### 5. Optimize Routes in Real Time Unlike knowledge-based and desk-based workers, mobile workers are faced with the added complexity of logistics and travel: they must arrive on time to each job, but are bound by influencing factors that don’t affect their office-based counterparts in the same way. Even if your mobile workers have reliable transportation, their productivity is likely restricted by those influencing factors (e.g. unexpected traffic, weather, newly added appointments). With disparate tools, mobile workers’ productivity hinges on their ability to quickly find the best route while switching back and forth between their work app (where they receive assignments) and their navigation app (where they see the route). They’re at risk for arriving late for appointments, accepting jobs that they didn’t realize were not within a realistic location range, and being unable to serve customers at an efficient rate. Technology that automatically finds, shares, and updates the best route to a job location in real time can resolve this costly headache. In fact, some of these technologies are even included as essential, built-in features within more robust [mobile workforce management software](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/). And because it’s available directly on a mobile device, employees don’t have to toggle between apps to easily travel to job sites. That means less time spent ironing out logistics, safer employees on the road, and more time spent being productive and serving customers. ## Must-Have Features of Productivity Technology Technology advancements have [transformed productivity](https://www.skedulo.com/blog/the-history-of-deskless-productivity/) for mobile, fixed-location, and deskless workers. But not all tools offer the capabilities needed to actively drive workforce productivity. When considering your options, look for technologies that include the following crucial features: ### Easy-to-use, mobile-friendly interfaces Your employees are [used to technologies](https://www.linkedin.com/pulse/where-invest-employee-experience-consumerization-hr-phillip-yero) that are seamless, easy to use, and offer mobile-friendly interfaces. Because mobile workers are on the go, it’s essential that the tools they use to work don’t cause unnecessary frustrations, as those feelings can bleed into customer interactions and negatively impact overall productivity. ### Real-time communication When mobile workers are supported by tools that offer real-time, streamlined communication, they’re less likely to be distracted by the information and alerts coming from other applications. Look for technologies that enable them to share updates, messages, assignment details, photos, and documents with coworkers and customers while on the go—and all in one centralized place. ### Data collection and reporting Capturing data on the services your mobile workers complete is essential for optimizing workflows, uncovering key business insights, and, of course, determining how your teams can be more productive. When considering technologies for your employees, make sure the one you choose is capable of collecting, syncing, and connecting data from multiple systems to create actionable reports. ### Automated scheduling Automated scheduling can help your staff schedulers to avoid the common errors and functional delays associated with manual processes. This feature eliminates the burden of completing time-consuming, repetitive tasks (i.e. entering data into a spreadsheet) and frees up more time for employees. And as technology advances, Artificial Intelligence (AI) will continue to provide new opportunities to schedule workers more efficiently. AI scheduling tools can take in a wide range of inputs, including employee availability, qualifications, and job locations, and produce the most effective schedule for your mobile workforce in a single click. Look for foundational features like [intelligent job matching](https://www.skedulo.com/product/skedulo-intelligence/), which helps ensure your AI-based scheduling platform gets the right employee to the right job every time. ### Analytics Collecting and maintaining key data is only valuable if you use it to gain powerful insights into your workforce operations. As you evaluate technologies, look for a solution that can leverage your data (from a variety of sources) and help you analyze what it means for your business and the productivity of your mobile employees. ### Integration with existing systems If you’re able to easily integrate the tools your mobile workers utilize to serve your customers, you can create a better customer and employee experience, increase visibility, and boost productivity. If all of your systems (i.e. your EHR, CRM, HR platform, and more) can talk to one another, your teams will save the time it would otherwise take to track and manage them separately. ## Drive Mobile Workforce Productivity with Skedulo Boosting the productivity of your mobile, fixed-location, or blended workforce doesn’t have to be a never-ending struggle. By implementing tools that are built with a mobile workforce in mind, you can optimize workflows, increase output, and ensure productivity. Skedulo’s mobile workforce management software increases efficiency through automated scheduling, real-time communication, route optimization, and more—all on one centralized, mobile-first app. **Learn more about [how your business can benefit](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) from a mobile workforce management solution, or [book a demo](https://www.skedulo.com/book-a-demo/) today.** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/5-ways-to-use-field-service-scheduling-to-drive-revenue-growth/" type: "blogPost" title: "5 Ways to Use Field Service Scheduling to Drive Revenue Growth" author: "Stanley Tollett" date: "2024-11-14" description: "Struggling to grow field service revenue or streamline your field operations? Learn about five ways smarter scheduling improves the bottom line." lastmod: "2024-11-14" --- # 5 Ways to Use Field Service Scheduling to Drive Revenue Growth Published November 14, 2024 · By Stanley Tollett · 6 min read In the world of field service—where employees frequently change locations during the workday—scheduling is key to operations. Smart, efficient scheduling unlocks numerous benefits. For instance, with the right schedule, workers spend less time traveling and spend more time with the customer delivering a valuable service. In this article, we’ll cover five common ways smart field service scheduling can drive revenue growth and how the right tools can help. ## 01. Maintain the right staffing level in your field workforce One of the trickiest aspects of planning field service operations is finding the right balance between staffing levels and scheduled work. If you’re understaffed, you risk having too much work for your team to get through during their shifts. That means burned-out staff, and customers experience delays and last-minute cancellations. On the flip side, if you have too many workers scheduled for the day, they’re [left underutilized](https://www.forecast.app/learn/what-is-underutilization), and the company spends more on wages without earning it back from provided services. The right tools take on the burden of this complex operational puzzle. With smart scheduling software, customers won’t have to deal with cancellations and rescheduled appointments. Staff stays busy—but not too busy—and engaged, so they’re more likely to [stay with your company for longer](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/). ## 02. Reduce unnecessary travel time The bane of a field service worker’s day is hitting traffic or realizing their route to the next appointment won’t work. More time on the road leads to several inopportune situations: - **Less time with customers** - Being rushed or having less face time with customers takes away from the customer experience, which might lead to a negative review and maybe even losing the customer. It also leaves less time for [workers to potentially upsell or offer complementary services](https://www.joblogic.com/blog/the-art-of-pain-free-upselling-in-field-services/). - **Staff completes fewer jobs per shift or week** - The more your team members are bouncing around from site to site, the more time they’re leaving on the table during which they could be serving customers. Eventually, this wasted time can add up to significant losses in revenue. - **Using more fuel **- Everyone knows the quickest way from Point A to Point B is a straight line. So if your field service workers are taking inefficient routes, they’re eating up fuel, which isn’t cheap in today’s economy—[especially for larger fleet vehicles](https://www.fleetequipmentmag.com/how-fleet-management-tools-can-help-increase-fuel-efficiency/). To eliminate these issues, utilize smart scheduling tools that can look for opportunities to cluster and order jobs by location and [plan the best route](https://www.skedulo.com/blog/sales-route-planning-a-guide-for-field-sales-teams/) to get from one job to the next. ## 03. Quickly create accurate and feasible schedules Behind balancing how many employees to schedule with the number of jobs lined up for the day or week, perhaps the toughest part of managing field service work is creating the schedules themselves. They are highly complex and require you to account for many variables: travel time, location, the customer’s preferred appointment time, how long a job might take, etc. On top of that, in some industries like home healthcare or [utilities work](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/), you need to balance regulatory needs and manage a schedule of recurring appointments. If you can start with an excellent first draft of your schedule, you waste less time fixing it and communicating those fixes to staff. As a result, you leave more time to dedicate to other tasks and cut down on any potential confusion with staff who might be referencing an outdated schedule. The right tools ensure schedules are optimized for _all_ of the variables tied to your services and customer base. Plus, the best of these tools can actually automate schedule creation. Together, that means: - **More time** - Schedulers and dispatchers are freed up to tackle more complex, high-value work and [bring more value](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) to the organization. - **Better schedules** - Technicians and workers can get to more job sites more quickly, saving on staffing and fuel costs and potentially freeing up equipment like fleet vehicles. **Faster scheduling** - Customers don’t need to wait for a scheduler or dispatcher to get to their request in the queue. As a result, your risk for losing customers—and their revenue—at the scheduling stage drops dramatically. ## 04. Adapt to changes effectively The only thing guaranteed in business is change—it happens in every business every single day. Our research shows [more than 85% of respondents](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) have to change their schedules at least occasionally, and almost 40% have to make adjustments very frequently or all the time. At the day-to-day level, staff call out sick and customers cancel at the last minute, resulting in financial losses. Indeed, according to a [recent report from Circadian](https://circadian.com/white-paper-absenteeism), unplanned absences cost approximately $3,600 per year per hourly employee. At the macro level, markets can shift suddenly due to world events, and changes in the seasons and weather impact demand for services. For instance, demand for air conditioning technicians skyrockets during hot summer months. Likewise, in winter, requests for heat pump and furnace technicians go up. Managing these changes quickly and efficiently is critical for businesses to maintain their strategy and revenue. Companies that take advantage of best-in-class scheduling tools have a leg up when it comes to dealing with change. They can reassign jobs on the fly based on custom rules like who the closest worker is, who’s the most qualified to handle the job, and more. And with AI, these tools can even analyze historical data to identify patterns in downtime, overbookings, and late arrivals. These capabilities mean businesses are more agile and more aware of cyclical issues. As a result, they can respond quickly to staff changes to help keep customer appointments and have enough time to coordinate interdepartmentally to drum up demand in slow seasons. ## 05. Enable self-service scheduling Another way to drive revenue growth via field service scheduling is to use a tool that offers self-service scheduling. This capability creates less friction for both the customer and the business: Customers can easily fill out an appointment form online or in an app, and customer service reps spend less time handling booking requests and more time on other tasks, like resolving complaints, that can [increase customer satisfaction](https://www.skedulo.com/blog/field-service-customer-satisfaction/) and ultimately generate revenue. But self-service scheduling options aren’t limited to use by customers—employees can use them on-site to schedule necessary follow-ups right then and there. For instance, if a home healthcare worker realizes a patient will need a follow-up appointment soon to adhere to a treatment plan, they can quickly and easily schedule that visit before they leave the patient’s house. Ideally, self-scheduling tools will also include capabilities that give workers all the information they need to pick the best possible appointment time. Functions like accounting for external factors such as traffic, displaying historical data like past job types for the customer (and the corresponding appointment length) help ensure the worker has everything they need to make the right decisions. By including these sorts of features, organizations [decrease time-to-schedule](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) and increase the consistency of follow-ups, both of which lead to more bookings. ## See what Skedulo can do for your field service revenue Clearly, [scheduling makes all the difference](https://www.skedulo.com/blog/digital-transformation-field-service/) in helping businesses that rely on field service workers maintain and grow their revenue. And the right scheduling tool is key to this revenue growth. Skedulo offers smart scheduling tools that can transform field service operations for everyone at your business, from field workers to schedulers and managers. With features like automated scheduling, automatic real-time adjustments to rosters and timetables if something comes up, and more, you can spend less time scheduling and more time focused on higher-value tasks. Want to learn more about how Skedulo can help? [Read our case study](https://www.skedulo.com/customers/sports-kickstart/) to see how one organization nearly doubled their year-over-year growth. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/5-ways-workforce-visibility-can-transform-customer-service/" type: "blogPost" title: "5 Ways Workforce Visibility Can Transform Your Customer Service" author: "Ed Backhouse" date: "2018-08-06" description: "Workforce visibility means seeing where mobile employees are and what they're working on. Learn how it drives efficiency, satisfaction, and better data." lastmod: "2020-07-23" --- # 5 Ways Workforce Visibility Can Transform Your Customer Service Published August 6, 2018 · Updated July 23, 2020 · By Ed Backhouse · 3 min read Today, customers are more demanding than ever. The customer experience is expected to be more important than price and product as key brand differentiators [by 2020](https://www.walkerinfo.com/knowledge-center/featured-research-reports/customers2020-1). Field service customers expect technicians to arrive on time, have the expertise and parts needed to complete the job, and explain what will occur before, during, and after service. ## Workforce Visibility and Customer Service Workforce visibility is the ability to surface data about your workforce to enable a complete, real-time understanding of who is working for your brand, what they are capable of, and how they are completing their work. It includes: - Employee qualifications - Employee history - Employee locations - Time spent on the road - Time spent with clients - Customer interactions - Customer and employee feedback The consistent collection and management of these data in real-time and is the driving force behind workplace visibility. An [effective mobile workforce management](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) platform provides the tools to capture, house, and analyze this data, ultimately giving you the ability to maximize customer service while minimizing labor costs. Learn how to make the customer experience a [competitive advantage](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/), or request a free demo today. ## 5 Ways Mobile Workforce Visibility Transforms Customer Service Workforce visibility improves customer retention, customer satisfaction, and gives your employees the tools they need to do their job well. It also: 1. **Helps with Capacity Planning**: With true visibility into the skills and certifications your workforce possesses coupled with a clear understanding of the specific needs of your customers, managers have a unique opportunity to plan for future staffing. Data can be compared over time to determine if you need to staff up or down to meet demand while maintaining quality of service. 1. **Makes Scheduling More Efficient**: When you see the makeup and the activities of your workforce in a meaningful way, you can start scheduling efficiently to meet business needs, not just fill time slots. Tracking the qualifications of workers and teams prevents skills shortage and gets the right worker to the job at the right time. Visibility into the day-to-day movement of your teams helps map jobs effectively so your business can complete more jobs in a day. 1. **Collects Data from Multiple Sources**: Pulling data from multiple systems of record to analyze for insights is time-consuming and ineffective. Mobile workforce management systems collect and maintain data from disparate sources into a central database so it can be easily used to make sound decisions grounded in key performance indicators (KPIs). 1. **Increases Employee Retention Rates: **When mobile workers have the tools they need to do their jobs effectively, it increases satisfaction in their work and raises morale—and decreases the likelihood of [quitting due to dissatisfaction](https://public.dhe.ibm.com/common/ssi/ecm/lo/en/low14354usen/collaboration-and-talent-solutions-ibm-collaboration-solutions-lo-white-paper-external-low14354usen-20170804.pdf). Also, real-time communication allows them to express concerns or troubleshoot as issues arise, so they can be resolved immediately. 1. **Predicts Future Trends**: Real-time and historical data contained in a central database can be mined for insights to predict future trends in staffing, service needs, customer demand, inventory, and more. The more data you collect, analyze, and store, the more accurate the predictions are. ## Mobile Workforce Management and Workforce Visibility Full visibility of your workforce all times, in real-time, is possible with the right mobile workforce management system to meet your company’s needs. Skedulo connects with any system of record, is compatible with any mobile device or desktop computer, and makes it easy to collect the data necessary to make informed business decisions. Lack of visibility into your workforce results in poorer customer service, higher employee turnover, and unsatisfied customers who can affect your brand’s reputation and profit margins. For more information, including tips on how to power-up your visibility, read [How to Improve Workforce Visibility (And Why it Matters)](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/). To find the right mobile workforce management solution for your company, start by [scheduling a demo today](https://www.skedulo.com/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/6-strategies-to-improve-employee-engagement-in-healthcare/" type: "blogPost" title: "6 Strategies to improve employee engagement in healthcare" author: "Laura Przybek" date: "2023-06-21" description: "Employee engagement is vital to patient satisfaction and the success of healthcare companies. Learn strategies to reduce turnover and better support caregivers." lastmod: "2023-09-22" --- # 6 Strategies to improve employee engagement in healthcare Published June 21, 2023 · Updated September 22, 2023 · By Laura Przybek · 10 min read The healthcare industry is rapidly changing as organizations strive to remain competitive and profitable in the wake of the COVID-19 pandemic. Many companies have adopted new tools, processes, and strategies to better deliver patient care when and where it’s needed; but in the rush to meet demand, efforts to ensure high levels of employee engagement have fallen by the wayside. The result is an increase in stress and burnout in the medical workplace, with healthcare workers struggling to keep up with rising expectations while receiving inadequate support from their employers. Competitive healthcare companies know that theirs is an industry in which high employee engagement is absolutely critical to their success, and that low engagement can result in high turnover rates, decreased patient care, and even legal repercussions. Here, we’ll discuss six healthy workplace strategies that organizations can implement to boost employee engagement and—in turn—increase patient satisfaction, worker productivity, performance, and revenue. ## What is Employee Engagement? Employee engagement refers to the connectedness a worker feels with the place in which they work and its components, like their manager, supervisor, team members, role, company culture, and the business as a whole. In the context of healthcare, employee engagement can also include how workers perceive and relate to patients, how they’re expected and empowered to deliver care, and how their efforts are recognized. Higher levels of engagement are linked to employees who are more dedicated, enthusiastic about, and focused on their work. Increased morale among even one employee can spread to their coworkers and make for [a more positive work environment](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). By increasing their teams’ engagement, organizations can see an uptick in revenue, too, as those with high employee engagement levels show [21% greater profitability](https://www.gallup.com/workplace/236366/right-culture-not-employee-satisfaction.aspx) than their disengaged counterparts. Disengaged employees, on the other hand, may spread negativity and be at a greater risk for absenteeism and turnover. This is particularly concerning in areas like home healthcare, where turnover rates reached [22.18% in 2020](https://homehealthcarenews.com/2020/10/home-health-turnover-rate-hits-22-18/#:~:text=Released%20Monday%2C%20this%20year%27s%20Home,home%20health%20positions%20in%202020.). As [staffing shortages](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/) continue to plague the healthcare industry as a whole, healthcare providers now have the advantage when assessing potential employers; so organizations should indeed prioritize engagement strategies that promise retention and attract new talent, too. Fully engaged healthcare workers [deliver higher quality patient care](https://bmchealthservres.biomedcentral.com/articles/10.1186/s12913-022-08402-7#ref-CR19), too. Patients receive greater sense of support, empathy, and empowerment when their healthcare provider is excited by and accountable for their work, and are thus more likely to continue their relationship with that provider. It’s a chain reaction, wherein engaged employees facilitate better [patient engagement](https://www.skedulo.com/blog/understanding-patient-engagement/) among their clients, and those patients feel satisfied by the care that they receive. Plus, higher engagement means increased safety, fewer malpractice claims, and greater overall revenue. [One study of 200 hospitals](https://news.gallup.com/poll/20629/nurse-engagement-key-reducing-medical-errors.aspx) found that nurse engagement is the number one predictor in mortality variation across hospitals—a number that even exceeds the outcomes of inefficient staffing. [Another report](https://www.vmia.vic.gov.au/tools-and-insights/patient-safety/healthcare-worker-engagement) directly ties together the relationship between higher employee engagement levels and lower hospital acquired conditions (HACs), readmission rates, reporting delays for insurance claims, and the overall cost of insurance claims. ## 6 Strategies to Improve Employee Engagement in Healthcare A [recent survey](https://mhanational.org/mental-health-healthcare-workers-covid-19) showed that 93% of healthcare workers are experiencing stress, and 76% felt exhausted and burnt out. With [digital transformation](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/) initiatives and ever-evolving compliance requirements a primary focus for organizations, employee experience is often deprioritized. But in order to retain their talent, deliver consistently exceptional patient care, and maintain profitability, healthcare companies must implement sophisticated strategies that drive employee engagement. Here are six key strategies that your healthcare organization should prioritize for a more engaged workforce: ### 1. Improve communication across departments Communication across a healthcare organization is absolutely vital to both employee engagement and patient outcomes; but it’s often also an enormous challenge, particularly for those that have a mobile or [blended workforce](https://www.skedulo.com/blog/rise-1099-mobile-workforce/). Communication tools are typically disjointed, with different teams (or even individuals) using multiple tools to send and receive updates, request assistance, or access patient information. If your healthcare workers are using phone calls, emails, text messages, Slack, and other tools to communicate with each other and their patients, they’re likely wasting precious time—and risking miscommunications that could lead to serious consequences for patients and the business alike. It’s stressful, frustrating, and time-consuming for already-busy healthcare providers, and can make them feel disconnected from their work. With the right technology, healthcare workers are always connected to each other and administrators, supervisors, and patients—regardless of where they are. User-friendly communication apps enable effective, real-time communication in a single place, so healthcare employees always have a finger on the pulse of what’s happening with patients, colleagues, and the overall company. This helps them complete their work as seamlessly as possible and focus on what truly keeps them engaged: delivering superior care to their patients. ### 2. Encourage a culture of accountability [44% of employees](https://www.achievers.com/press/achievers-survey-finds-without-recognition-expect-employee-attrition-2018/?zd_source=hrt&zd_campaign=5503&zd_term=chiradeepbasumallick) say they’d switch jobs if they didn’t receive adequate recognition for their work. At the same time, one study showed that [82% of leaders](https://www.hrdive.com/news/study-workplace-accountability-requires-a-specific-strategy/400130/) admit that they have “limited to no ability” to hold employees accountable for their work. While recognition and accountability are closely linked, ensuring both requires complete transparency into what healthcare providers are doing, where they are, what they’re supposed to do next, and what they’ve already completed; a colossal challenge for organizations with a dynamic team of providers. [Home healthcare companies](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/) especially struggle to gain the transparency required for a truly accountable work culture, as their employees deliver care outside of a traditional hospital or clinical setting. Regardless of how and where an organization's providers care for patients, keeping track of each individual employee’s locations, appointments, and progress (along with patient details and other essential data) is a complex feat—and one that shouldn’t be ignored if they want to engage their employees, provide sufficient recognition for their work, and even verify adequate and timely delivery of care. To build a culture of accountability, your team needs tools to back them up. Robust software solutions offer automated invoicing, seamless incident management, and complete workforce visibility in a single, centralized place. They track the location and progress of employees in real time, provide appointment status updates, and notify team members of changes as they happen. Providers can remain productive and engaged as they complete their work, and they know that their efforts are documented with accuracy. Managers and supervisors rest easy knowing their employees are delivering the right care at the right time and place, and that they can intervene swiftly and appropriately if an individual’s performance starts to slip. They can also offer recognition, gratitude, and rewards to providers who consistently knock it out of the park, which in turn motivates team members. ### 3. Use AI Scheduling Many healthcare companies still rely on manual processes or outdated tools (like whiteboards, emails, spreadsheets, and online calendars) to [schedule patient appointments](https://www.skedulo.com/blog/typical-nurse-schedule/). It’s a tedious, time-intensive process that invites human error into the equation. Administrators must match the right patient to the right provider (based on qualifications, certifications, skills sets, location, availability, patient history, etc.), then often re-enter that data into a separate system of record. Throw in a last-minute cancellation, sick employee, or no-show and the whole process begins again: Find a qualified, available provider, contact them for appointment acceptance, verify with the patient, and hope that nothing changes. As the healthcare company grows and business objectives change, this manual process becomes even more burdensome. Healthcare providers and administrators alike feel the pressure to [create efficient schedules](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/), pair the right worker with the right patient, ensure care delivery to as many patients as possible, and rush to accommodate scheduling changes as they occur. It leaves much to be desired in terms of engagement, satisfaction, and overall fulfilment in one’s work. But with AI-powered [automated scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) tools, healthcare companies can reduce scheduling frustrations without sacrificing worker productivity and efficiency. These technologies instantly generate the best schedules for healthcare teams, based on the myriad pieces that make up the larger operational puzzle. They take into account employee information, patient details and history, and broader business objectives to ensure schedules that maximize workers’ time. Administrators are freed up to focus on other essential tasks, while healthcare providers always have real-time access to fully optimized schedules. Since automated scheduling tools instantly update as changes occur, providers never waste time traveling to a canceled appointment. Plus, they can accept new appointments in the face of a last-minute cancellation, which reduces idle time and keeps them engaged in their daily work. ### 4. Allow easy access to reports and analytics Reliable, robust [healthcare data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) is vital to understanding workforce operations, delivering better patient care, improving the revenue cycle, and—you guessed it—improving employee engagement. But as compliance regulations continue to change and healthcare companies seek to avoid [data breaches](https://healthitsecurity.com/features/biggest-healthcare-data-breaches-reported-this-year-so-far), many have shied away from taking full advantage of the benefits data promises. If your healthcare organization isn’t yet leveraging advanced analytics and reporting to glean accurate operational insights and drive meaningful improvements across processes, workflows, and care delivery, it might be time to take the plunge. There are, of course, some [best practices](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) that should absolutely be followed to maintain security and ensure compliance; but just as important is the data you collect, how you collect it, and how you use it, too. For mobile and home health workers, for instance, seamless [field data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) is crucial for continuity of care. Enable your healthcare providers with [mobile-friendly, secure tools](https://www.skedulo.com/learn/future-healthcare/) that allow them to collect patient and appointment information, client preferences, signatures, feedback, incidents, and more in a single place. That way, they don’t have to waste time and energy jotting down information on paper, transporting it back to HQ, then re-entering it into a system of record (which is a risky process in its own right). When they can instantly capture these details in an easy-to-use app, they aren’t distracted during patient appointments, and can completely focus on and remain engaged in their work. Over time, data captured in the field and through other various sources (e.g. EHR system, finance software, HR and payroll tools, etc.) can be analyzed by robust technology that generates easy-to-read reports. Some data analytics tools allow relevant users instant access to those reports, so everyone is always on the same page about progress, performance, shortcomings, and opportunities for growth. When your organization is transparent about data, why it’s collected, how it’s used, and what it means, everyone can work toward a common goal of improving operations and outcomes. The result is a workforce that’s totally engaged in how they contribute to the business’s success. ### 5. Match patients with preferred caregivers When [creating schedules](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/), matching patients with their preferred caregivers often gets pushed in favor of more obvious concerns, such as qualifications, skill sets, and availability. This is often the case for healthcare organizations that lack the proper tools for visibility into clinical needs, patient and employee preferences, and other key scheduling factors; as well as for those that haven’t yet automated the scheduling process. By [prioritizing and improving transparency](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) across your healthcare operations, you can gain a comprehensive picture of patient data, history, and preferences. Staff schedulers can instantly match patients with preferred caregivers (like those who speak their native languages, have cared for them before, or have been referred to them by a friend) when they have uninhibited, real-time access to details for consideration. Automated scheduling tools help here, too, since they generate schedules based on pre-established preferences and constraints. Patients are more likely to take an active role in their care if they have positive experiences with their caregivers. When they trust their caregivers to make the best decisions for their health, they’re less likely to cancel appointments, require several visits to resolve issues, or switch to another care provider. By the same token, caregivers feel a sense of fulfilment and achievement in their work when their patients demonstrate engagement and satisfaction. ### 6. Prioritize mental health resources The harsh reality for many caregivers is that their demanding schedules and dedication to their work force them to prioritize the health of their patients far before their own. Many healthcare organizations fail to implement programs or offer resources to help ensure the wellbeing of their employees, but the high-stress nature of medical work can have a number of [negative effects on workers](https://www.who.int/mental_health/in_the_workplace/en/). Among them is an inability to work productively and a higher risk of absenteeism, which adversely impacts operations, patient satisfaction and outcomes, and turnover and retention rates. If a healthcare company is serious about employee engagement and the benefits it has to offer, then it should also make a genuine commitment to the mental health of its workforce. Organizations can create healthier work environments by: - Creating and sharing scheduling (and any subsequent updates) in a consistent, timely manner - Building a culture, policies, and schedules that help employees gain a healthy work-life balance - Communicating with employees about the mental health resources that are available to them, including HR team members, relevant literature, community support groups, and more - Offering career development and training opportunities on a consistent basis - Fairly measuring, recognizing, and rewarding workers’ contributions and achievements. By illustrating that your company cares about more than its employees’ performance, you’ll find it easier to connect with and engage with workers on a deeper level. In turn, workers will remain loyal to your company and find joy and fulfilment in representing your brand in the best light possible. ## Intelligent Tools for a More Engaged Healthcare Workforce As [The Great Resignation](https://www.who.int/mental_health/in_the_workplace/en/) marches on, healthcare organizations must find ways to [retain their current employees](https://www.skedulo.com/blog/5-strategies-to-improve-nurse-retention/) and attract new talent moving forward—or risk high turnover, poor patient satisfaction, and lost revenue. Strong strategies (backed by powerful technologies) can help your company eliminate the barriers to effective employee engagement for a happier, more productive team. [Skedulo’s automated scheduling solutions](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) arm healthcare organizations with everything they need to make their employees’ work as frictionless as possible. With tools for seamless communication, intelligent job matching, powerful analytics and reporting, mobile data collection, and more, Skedulo can help your company boost employee productivity, engagement, and success; which in turn leads to better quality patient care. Learn more about how to [empower your healthcare providers](https://www.skedulo.com/resources/healthcare-2021-what-healthcare-providers-need-to-succeed-in-a-post-covid-world/) to succeed, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/6-ways-digital-transformation-can-truly-support-your-deskless-workforce/" type: "blogPost" title: "6 Ways Digital Transformation Can Truly Support Your Deskless Workforce" author: "Craig Panigiris" date: "2022-02-09" description: "Digital transformation can empower your deskless workforce for increased employee and customer satisfaction. Learn how the right tools and processes can help." lastmod: "2022-02-09" --- # 6 Ways Digital Transformation Can Truly Support Your Deskless Workforce Published February 9, 2022 · By Craig Panigiris · 8 min read It’s no secret that digital transformation has been an ongoing effort for many companies for several years. Organizations have realized the benefits of shifting to digitally-minded business processes, tools, and cultures, along with the risks of failing to adapt. More recently, the COVID-19 pandemic has highlighted just how much of a necessity digital transformation is for companies as they adjust to new ways of conducting business. But still, so many digital transformation strategies focus on in-office workers and fail to address the challenges that deskless workers continue to face—like a lack of real-time visibility, limited or disparate tools, poor communication, and more. We know that digitally-driven businesses are [26% more profitable](https://ide.mit.edu/insights/digitally-mature-firms-are-26-more-profitable-than-their-peers/) than their less adaptive counterparts, regardless of the industry in which they operate. So why is it that organizations have continued to ignore the advantages of such initiatives as they specifically relate to mobile workers? To fully empower your deskless workforce and reap all the benefits digital transformation has to offer, you need a strategy (and robust tools that support that strategy) that’s built with the nuances of mobile work in mind. ## What is Digital Transformation? Digital transformation is the practice of implementing digital technologies into every part of a business operation; from sales, to marketing, to IT, to finance, to the mobile workforce. It’s important to note that digital tool integration alone will not suffice as a viable transformation initiative. Organizations must also leverage key processes, integrate their systems, and shift to a digitally-driven company culture, too. Your digital transformation strategy should be tailored to your unique business needs, requirements, and objectives. No two strategies are exactly alike, but—at the core—[digital transformation for a deskless workforce](https://www.skedulo.com/blog/digital-transformation-and-mobile-workforce/) should focus on making meaningful improvements to processes and tools to better support your employees and your organization as a whole. As businesses with a deskless or blended workforce develop their digital transformation strategies, they should prioritize some crucial best practices in order to [empower their employees](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/)—who can, in turn, better serve their customers and boost their bottom line. ## 1. Enable Frontline Data Collection A crucial part of any successful mobile workforce operation is a strong process for data collection, and proper digital transformation makes it easier than ever. But gathering field data can be difficult if your deskless workers don’t have the right tools to capture information when and where they need to. They often rely on paper forms or disconnected tools to collect customer notes and signatures, which is both time-consuming and error-prone. Plus, they must then spend time entering that information into a central system back at the office at the end of the day; a process that’s repetitive, tedious, and risky in terms of data lossage. For improved accuracy, your deskless workers should have powerful tools that enable them to collect all of these details on site. Some [mobile data collection tools](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) even work offline, then automatically sync information back to the system when connectivity is restored, so nothing falls through the cracks. The case for an improved documentation process is clear: A deskless workforce that’s backed by secure, real-time data is more productive, efficient, and prepared. Mobile workers always arrive ready to complete the job, with seamless access to customer and job information to help along the way. Customers don’t have to repeat their issues or details to multiple employees, as everyone can easily see job history, customer preferences, and other key information. Armed with the right technology for capturing and retrieving field data, your deskless workers can stay on track with each job. They no longer have to task-switch or toggle between apps to find disparate information. And they can save the time they’d otherwise spend translating piles of paper into systems at the end of the day. Frontline data collection also increases the efficiency of desk-based workers. Schedulers, dispatchers, and AP/AR team members can easily schedule follow-up appointments or send invoices with full confidence in the accuracy of the information they’re using. ## 2. Encourage Real-time Communication Communication has typically been a giant barrier for mobile and blended teams. They often have to switch between multiple tools (e.g. text messages, emails, phone calls, Slack, etc.) to send and receive updates, which is frustrating, time-intensive, and riddled with [issues in miscommunication](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/). By investing in real-time communication tools as part of your larger digital transformation strategy, you can ensure both back-office employees and deskless workers are always on the same page. Field workers can access up-to-date schedules with a mobile app that centralizes all communications and alerts in a single place. They can instantly communicate with managers or team members when an issue arises (e.g. real-time troubleshooting or situation management), which improves on-the-job safety, connectedness, and collaboration. Deskless workers can also easily reach schedulers and dispatchers when there’s an unexpected delay or circumstance. This empowers schedulers and dispatchers to truly support their deskless colleagues: When they receive a last-minute update, they can reach out to customers who are affected by a delay, or start looking for another qualified worker to complete the job. ## 3. Centralize Important Information in One Place Field data isn’t the only essential piece of the information puzzle for your mobile workforce. Deskless and desk-based workers need quick and easy access to training resources, policy documents, broader company news, and more. In an attempt to accelerate their transformation initiatives and store more vital information, some businesses have simply adopted a variety of shiny new tools that promise innovation. But if these tools operate as disconnected systems, your employees are likely wasting time hunting down valuable information. Adopting a digital approach means eliminating the silos [across your tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) to drive efficiency, preparation, and more informed decision making. By fully integrating your existing systems, employees gain a centralized source of truth with [everything they need](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) to be successful. Deskless workers arrive at each appointment with all the relevant information at their fingertips, so they can get the job done right the first time. Customers are met with fully prepared workers who are ready to deliver exceptional service. Digital records that are stored and accessible in a single place also means your back-office and deskless workers save time on manual paperwork and re-entering data into multiple systems. Your entire operation becomes more efficient, and your employees can record and retrieve everything they need without the frustration of digging through multiple tools to find it. The result is a more productive, satisfied workforce; and thus [a better-served client base](https://hbr.org/2019/08/the-key-to-happy-customers-happy-employees). ## 4. Forecast Staffing Needs A common headache among organizations with a deskless workforce is the inability to properly plan for staffing needs. Customer demand fluctuates, and businesses find themselves over- or under-staffed, leading to either underutilized employees or overworked team members who are at risk for premature burnout. [Workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) is the solution to this issue, and it requires data around your employees (skill sets, experience, training), their location (current and where they’re traveling to next), and historical information (periods of high and low customer demand). Digital transformation that’s grounded in supporting a mobile workforce means using powerful tools that help your business gain a holistic view of each of these aspects. With the right tool, your business can integrate all of your crucial data in one place, so you can identify (in advance!) when you need more staff coverage for a given event or season, based on previous demand. That kind of foresight means fewer instances of being short-staffed, and therefore less burnout; helping you avoid costly turnover. Some tools enable you to generate robust reports that help you understand and forecast capacity against demand, so each deskless worker is fully utilized. This leads to greater employee satisfaction—as everyone wants to feel their time is well-spent and that their skills are being used—and an enhanced ability to serve more customers, as needed. ## 5. Use Analytics for Continuous Improvement As the realities of the pandemic set in, many mobile workforce organizations began to embark on a digital transformation journey to remain competitive and adequately serve their customers. But some have abandoned their strategies after their initial implementation, and the success of their workforce has suffered as a result. It’s crucial to remember that digital transformation is a _process_, not a one-and-done fix that ends once you’ve deployed your new tools. If fully empowering your mobile workforce is your goal (and it should be!), make sure you review your strategy on an ongoing basis. Re-evaluate [your KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/)—for each department or role—consistently to find where things are going well and where there are opportunities to improve. Match those KPIs to specific company priorities and [measure them against actual performance](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/). Whether it’s utilization, rework percentage, schedule adherence, or simply jobs completed per week, identify your metrics, track them on a set cadence, and take action on the results. The tools you use should help you along the way. Make sure your solution enables you to track KPIs, identify inefficiencies or productivity gaps, spot opportunities to optimize schedules, and determine areas where you can cross-sell or upsell services. ## 6. Find (and Customize!) the Right Solution Far too often, organizations adopt tools that simply aren’t the right fit for their specific needs. Many businesses implement solutions that are built for the desk-based workforce, then adapt them to meet the needs of their deskless workers. But this approach leaves mobile workers wanting more, as they don’t support their unique requirements for real-time communication, [flexible scheduling](https://www.skedulo.com/blog/digital-transformation-field-service/), accessible resources, or streamlined data collection. As you build out your digital transformation strategy, look for solutions (and integrations) that specifically set your deskless workers up for success, rather than those that treat them as an afterthought. The right solution should be able to be tailored to meet your deskless workforce’s distinct needs, including: - Intelligent scheduling and [dispatching](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/) (based on qualifications, preferences, locations, etc.) - Optimized routing - Mobile field data collection - Seamless integration with existing systems - Real-time communication - Transparency into day-to-day operations Solutions that are purposely [built with a deskless workforce](https://www.skedulo.com/blog/what-is-deskless-productivity-software/) in mind also reduce the security risks often associated with mobile work. The more platforms and access points you have, the more at-risk you are for data breaches, malware attacks, and more. The right tool should enable you to[ easily develop robust security policies](https://www.skedulo.com/blog/how-enterprise-mobility-fits-into-digital-transformation/)—including establishing tiered access and permission settings, requiring digital certifications, device enrollment, and authentication. Deskless workers, then, have everything they need without sacrificing the security of company and customer data. ## Digitally Transform Your Mobile Workforce with Deskless Productivity Software Successful digital transformation for a deskless workforce means optimizing your tools and processes to better support the needs of your employees _and _your customers. When your transformation approach is built with your mobile workers in mind, you drive productivity and employee satisfaction; helping you retain the skilled workers who are so valuable to your business. [Skedulo’s deskless productivity software](https://www.skedulo.com/platform/) is specifically designed for deskless workers. It offers powerful technology to help you improve worker safety, with tools for better communication, enhanced digital access to processes, and seamless integrations. Learn more about how your business can [drive its digital transformation efforts](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) to improve employee and customer satisfaction (and boost revenue), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/" type: "blogPost" title: "6 ways Skedulo drives efficiency and safety in the oil and gas sector" author: "Rolf Snyder" date: "2021-04-27" description: "Oil and gas is considered the largest industry in the world. Here are 6 Skedulo features oil and gas companies can use to simplify and improve operations." lastmod: "2021-04-29" --- # 6 ways Skedulo drives efficiency and safety in the oil and gas sector Published April 27, 2021 · Updated April 29, 2021 · By Rolf Snyder · 4 min read ![Oil&Gas](https://assets.skedulo.com/assets/2021/04/OilGasSector_Apr21_blog-header_1050x557@2x.jpg) The oil and gas sector has been a foundation of our world for as long as anyone can remember—playing a crucial role in powering our lives for centuries. While the industry faces new challenges in a post-COVID world, and is now competing with rising alternative energy sources, oil and gas is still considered to be the largest industry in the world. In the United States alone, it employs more than a million workers and represents over 5% of all jobs. These jobs are typically highly mobile, with workers engaged in upstream (exploration), mid-stream (transportation and processing), and downstream (refining and distributing) activities which ultimately enable delivery of services to people’s homes and businesses. As the industry continues to struggle with [ongoing skills shortages](https://energyoutlookguide.com/wp-content/uploads/2019/07/oil_and_gas_outlook_guide_2019.pdf), employers are increasingly turning to contract workers to close the gap. **Find out how Skedulo helps Oil & Gas companies** Managing a blended workforce of full time, part time, casual and contract workers who operate in the field is difficult at the best of times. But when you’re operating in a high risk environment, the challenges can seem insurmountable. This is why oil and gas companies are turning to smart cloud-based scheduling platforms to help them: - Manage a highly mobile workforce - Seamlessly schedule permanent, casual and contract workers - Gain full oversight of field operations - Boost operational efficiency - Obtain data analytics for decision making Skedulo is working with several oil and gas companies within Gulf Coast states to help them overcome their scheduling and mobile workforce management challenges. Here are 6 Skedulo features that oil and gas companies can leverage to simplify and improve their operations: ### 1. Full oversight of worker schedules for total transparency Skedulo makes it easy to create and manage all worker schedules at a bird’s eye view. For managers and scheduling teams, this means no more disparate spreadsheets and countless emails about who is taking on what job and when. Complete transparency enables: - Rapid scheduling during periods of peak demand and emergencies - Fast replacements when a worker cannot attend a job - Smart scheduling to maximize employee allocation of work - Oversight of all resources across disparate locations - Compliant scheduling to eliminate overwork and fatigue This not only frees up schedulers and managers to focus on higher level tasks, but provides leadership with a complete overview of who is working for them, when, where, and on what tasks. Where an oil and gas company has staged work to be completed across multiple days (such as maintenance), Skedulo allows you to schedule “groups” of workers who are automatically notified when the prior group has completed their tasks. ### 2. Skills tagging and certification management for assurance For oil and gas companies, it’s crucial to get the right person in the right place at the right time. Every worker entered into Skedulo can be tagged based on their skillsets, qualifications, years of experience, location, and so on. When a job needs filling, the system will automatically prompt the scheduler to choose the best person for the job based on these qualities. Skedulo also keeps track of certification expiry dates, so you’re never left wondering if the person you’ve sent into the field is properly qualified. ### 3. Route optimization to cut windshield time and increase utilization When you’re managing a large cohort of field workers, optimizing routes and minimizing travel time matters. The Skedulo mobile app takes care of this through our proprietary optimization engine which assigns jobs and suggests routes from the workers’ start location to the field location. Field personnel get to where they need to be on time, waste less of their day behind the windshield, and increase utilization by more than 20%. The result is a huge impact on your bottom line. ### 4. Job check in and check out for safety Health and safety is crucial in all sectors, but is especially complex for oil and gas companies. According to statistics, oil and gas extraction workers are [8.5 times more likely](https://pubmed.ncbi.nlm.nih.gov/23246709/#:~:text=The%20motor%20vehicle%20fatality%20rate,in%20a%20motor%20vehicle%20crash.) to die in a motor vehicle accident on the job than all private wage and salary workers. Falls, explosions, high pressure equipment and other risks weigh heavily on the minds of workers and employers day in and day out. Skedulo empowers office-based and desk-based staff to collaborate on issues of health and safety—no matter where they are. With the Skedulo mobile app on workers’ smartphones, schedulers can: - See when a worker arrives on site and checks in - Have workers read and accept safety notices before starting work - Know when a worker leaves a site and checks out In addition, workers can communicate centrally and in real time via the app if they have questions or the office needs to send out an emergency update. ### 5. Auditable data trail for informed decision making It’s difficult to prove compliance without an auditable data trail. Skedulo captures every scheduling decision that is made—including communications and check in/check out/break times recorded by workers in the field. In addition to audit and compliance, data trails enable accurate forecasting as managers and leadership can clearly see: - Resource availability and limitations - Demand for resources - Gaps in resources - Sources of inefficiency (such as unnecessary travel time or under-utilization of resources) ### 6. Real time communication and self-service to empower workers When there’s limited opportunity for two-way communication, it’s tough to know what’s happening at the frontline. Skedulo empowers your frontline workers with real time communication and self-service functionality so they can pick up extra shifts, complete forms digitally, request assistance, make job notes, and much more. Workers are fully equipped with all they need to plan their own schedules, and arrive on site with everything they need to do a stellar job. **To find out how Skedulo can support your oil and gas company with smart scheduling, reduced travel time, better health and safety plus more, simply [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/" type: "blogPost" title: "6 Ways You Can Use FSM to Improve Customer Experience" author: "Craig Panigiris" date: "2021-08-02" description: "Struggling with customer experience? Learn how the right field service management (FSM) strategy can help your employees meet and exceed expectations." lastmod: "2021-08-02" --- # 6 Ways You Can Use FSM to Improve Customer Experience Published August 2, 2021 · By Craig Panigiris · 7 min read ![CXHeader](https://assets.skedulo.com/assets/2021/07/ImproveCustomerExperience_blog-header_1050x557@2x.jpg) In today’s fast-paced world, clients receiving on-site services expect a good customer experience, from beginning to end. Although it’s clearly important to try and create practices to ensure your employees can help meet that demand for an enjoyable customer experience, it can be a difficult road to traverse. Below, we’ll review some of the difficulties associated with field service work and six ways to overcome them with proper field service management. Read on to see how you can deliver a standout customer experience. ## Customer Experience Challenges for the Field Service Workforce [Developing good customer experience](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) is challenging in any industry, but it can be particularly challenging in the field service industry. Workers have a limited amount of time in which to do their jobs, and that window becomes even smaller when processes like scheduling and dispatching aren’t fully optimized. Moreover, field service workers aren’t always equipped with the proper tools to facilitate favorable interactions. Their desk-based counterparts have a desktop or laptop immediately available and are always online, making it easy to pull up customer history and prepare for customer communications. But field service workers don’t always have that crucial information at their disposal. That means they’re often left troubleshooting as they go rather than arriving at the job site prepared. **See Skedulo in action** ## 6 Ways Proper Field Service Management Can Improve Customer Experience One of the most effective ways to resolve the problems mentioned above—and to subsequently improve the customer experience—is to develop a more robust [field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/) program. When supported with the right tools, FSM enables your staff to streamline processes and, in turn, make your customers happy. Below are six ways to start improving your customer experience with proper FSM. ### 1. Speed Up Response Time When a machine breaks down or requires repairs, customers need to get things back up and running as soon as possible. And since your response time to customer requests is one of the first impressions people get from your business, it’s critical to make sure it’s a good one, even for last-minute service requests. To ensure your field employees can get to customers quickly, data is key. Examine the average response time for different variables like type of job and time of day to determine if there are any trends linked to bottlenecks. Are jobs with significant delays the same ones that require workers to travel to the other side of town? Are response times slowest when urgent jobs are added at a certain time of day, like rush hour? Whether it’s traffic, unclear expectations, inefficient travel, or something else entirely, being able to spot these blockers is the first step toward coming up with solutions to address them. ### 2. Provide Real-Time Access to Key Resources Another way to help improve the customer experience is to ensure your employees have all of the resources they need to effectively complete the job. Information like a customer’s previous maintenance history can give field workers the necessary context to troubleshoot whatever issue prompted the appointment. But according to recent data, 54% of technicians surveyed said [reviewing service history before an on-site visit is a serious challenge](https://financesonline.com/field-service-management-statistics/). Using field service software that provides these sorts of details can be the difference between an unsatisfied customer or a happy one. But the way field employees receive that information matters just as much as the information itself. Using platforms with [mobile apps that workers can easily access](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) helps ensure they have what they need once they’re on the job site and communicating with customers. ### 3. Optimize Scheduling and Dispatching On the surface, scheduling and dispatching might not seem as critical of a process to improve as, for example, distributing information that’s essential for deskless workers’ jobs. But a sub-optimal route and schedule can quickly create a waterfall effect. For instance, consider an employee is on job site A and their next appointment is across town on site B. If their work on site A takes longer than expected, they’ll assuredly be late to site B, and will likely be late to site C, and so on. And even if their work doesn’t run over, they will likely feel rushed to get to their next appointment, increasing the likelihood they’ll make a mistake or otherwise compromise on the customer experience. The best way to address these issues is to make sure you’re [effectively scheduling and dispatching employees](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/). Customers should be able to schedule appointments quickly and easily, because schedulers have a real-time view into the capacity and availability of their field workers. And while [89% of customers want to see easy scheduling](https://www.reachoutsuite.com/how-field-service-management-firms-can-stay-competitive-in-the-coming-decade/) supported by on-demand technology, in reality, 25% of field service companies use spreadsheets while another 25% use the even more antiquated whiteboard method, according to [one recent survey](https://www.verizonconnect.com/resources/article/field-service-management-market-trends/). The right FSM system accounts for job locations, travel time, and other jobs in a worker’s queue to help schedulers create and assign jobs in a way that’s efficient for all parties: Workers are only assigned appointments on routes that make sense for their daily queue, and customers are only able to choose appointment slots that align with what’s realistic for [field employees](https://www.skedulo.com/blog/field-workers/). ### 4. Enable Streamlined Communication Communication throughout _all_ stages of an on-site assignment is key to field service success, so it’s crucial to make sure this communication is as streamlined as possible. First, to create a [dynamic, quick response system](https://www.skedulo.com/blog/introducing-dynamic-messaging/) for customers, use various channels like chatbots, email, text messages, and phone calls. Beyond that, it’s important to also strive to eliminate confusion between the customer and field technician. Proactively address basic customer questions by providing information such as cost estimates and appointment requirements (e.g. if someone needs to be present to let a technician in) ahead of time. Then, ask customers to provide and confirm details critical to their appointment, like their address, details about their problem, and who will be there to greet the technician. Your FSM platform should be configured in a way that gives deskless workers easy access to these details so they have what they need to complete their job. Additionally, your platform should be able to [send real-time alerts to customers](https://www.twilio.com/learn/notifications/text-alerts-the-fastest-way-to-reach-your-customers) that communicate when technicians will arrive and if there are any unexpected delays. Together, these elements create transparency, help ensure customers and employees are on the same page about what’s expected, and bolster the customer experience. ### 5. Increase Visibility to Identify What’s Working (and What’s Not) Another hugely impactful way to improve customer experience with FSM is through [increased visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/)—which largely comes down to data. The right FSM platform should be able to collect data from multiple sources, analyze it, and generate visualizations that can help stakeholders identify roadblocks. In today’s modern business landscapes, legacy systems like CRM, HRM, payroll, billing, and more are cornerstones to operations. But often, data that can help streamline field work operations is siloed away in each of those systems. A robust [FSM platform should integrate easily ](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/)with the major legacy systems in your [tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) to help you unlock information that’s critical to identifying the pros and cons in your workflows and processes. The right FSM platform should also be able to help you spot trends in the data collected in the platform itself. The use case of response time, which we reviewed earlier in this post, is an example of this. The right FSM platform should be able to analyze data tied to appointments and your employees’ response times to them in order to highlight variables that might be hindering field technicians from getting to their appointments quickly. ### 6. Capture Key Field Data Some of the most important details that come out of an appointment come up while workers are interfacing with customers on the job site. These details can be key in terms of ensuring that the next technician who comes out has the right context to troubleshoot and provide good service. However, it can be cumbersome for field employees to capture this data efficiently and accurately. Traditionally, technicians would take notes on paper, then try to find time either between appointments or at the end of the day to manually transcribe their handwriting into digital notes in the system. But a robust FSM platform and mobile app should allow employees to enter that information in real time. Instead of trying to decipher scribbled notes after the fact, workers can [input notes directly into the system, as they arise in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/). That way, there’s far less opportunity for error and any worker assigned to that customer in the future has the information they need. ## Finding the Right Field Service Management Tool for Your Workforce Customers lead busy lives and don’t have the time or patience for slow service. They expect to get their problem resolved on time and stay informed throughout the booking, repair, and checkout process一all while interacting with a pleasant and helpful technician. Skedulo specializes in making field service management efficient and pain-free, enabling companies to schedule, manage and engage their field employees. And when your team arrives at the right place, at the right time—every time—your customers and staff will thank you. Want to learn more about how Skedulo’s deskless productivity platform can help you improve customer service? Read about how Vancouver-based residential cleaning company ServiceMaster Residential uses Skedulo to [create a more nuanced, customized, and efficient scheduling and dispatch process](https://www.skedulo.com/customers/servicemaster-residential-vancouver/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/" type: "blogPost" title: "7 Strategies for Effective Home Healthcare Patient Scheduling" author: "Craig Panigiris" date: "2022-07-29" description: "Technology-based patient scheduling strategies boost efficiency, productivity, and profitability. Learn 7 key strategies and how the right tools ensure success." lastmod: "2022-07-29" --- # 7 Strategies for Effective Home Healthcare Patient Scheduling Published July 29, 2022 · By Craig Panigiris · 9 min read Patient scheduling is a core business activity for home healthcare organizations, but many are often plagued by inefficiencies within their process. This results in downstream effects on providers’ schedules, the quality of care they’re able to provide, and—ultimately—business viability and revenue. Healthcare companies regularly contend with shifts in patient schedules due to any number of factors (e.g. sessions that run over time, patients who arrive late, etc.); and inadequate processes and tools can put the entire day’s schedule behind, which negatively impacts the delivery of care. These scheduling inefficiencies put a strain on home healthcare providers, in particular, as traveling from one patient to the next adds another layer of complexity to remaining productive in the face of last-minute changes. Home healthcare organizations need a more adaptable solution than hospitals or doctors offices, where providers operate out of fixed locations. Unforeseen traffic delays, unpredictable weather, vehicle breakdowns, and more require flexible scheduling solutions that help them maintain productivity and ensure excellent patient care. Home health providers need strong, technology-based patient scheduling strategies that are adaptable and responsive to the specific challenges they face. With the right approach and a sophisticated scheduling tool, home healthcare organizations can remain efficient, effective, and profitable. ## Key Challenges in Patient Scheduling for Home Healthcare While patient scheduling is a crucial piece of a home healthcare organization’s operational success, getting it right is often a struggle. Businesses must overcome several common challenges, including: ### Constant digital transformation The technologies that drive [digital transformation in the healthcare industry](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/) have made it easier for providers to keep up with patient demand and gain deeper business insights, too. But many healthcare organizations have been slower to maintain pace with near-constant technological changes for a few significant reasons. First, upgrading a new tool (or set of tools) can be a hassle. There are a variety of different medically-focused solutions that may not neatly translate from one healthcare use case to another. It’s up to each organization to decide which ones work best for their specific use case, which can be a time-consuming, complicated task. Second, security and compliance concerns are at the forefront of every healthcare operations manager’s mind, and they must carefully evaluate technologies to ensure their patients’ data is well protected. But as the [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) continues to increase patient expectations and change the ways in which they engage with providers, businesses that fail to become digitally mature will likely fall behind their competitors. ### Manual creation and administration of schedules Healthcare organizations that still use [manual processes and tools](https://www.skedulo.com/blog/) (e.g. spreadsheets, emails, online calendars, etc) to schedule their in-home providers lack flexibility. Rigid scheduling practices lead to severe operational challenges and impact providers’ ability to remain productive and efficient. Home healthcare is a female-dominant industry, wherein providers often need to change shifts or cancel appointments last minute due to family requirements. Manual scheduling tools simply cannot handle those adjustments efficiently or effectively, and staff schedulers, providers, and patients all pay the price. In today’s fast-paced economy where people have high expectations for quality service and interactions, insufficient scheduling also makes it difficult for home healthcare businesses to appear reliable or maintain positive customer relationships. Patient preferences (like preferred caregivers) are difficult to manually track and schedule for, leading to higher levels of patient dissatisfaction. ### Ever-changing schedules Patient cancellations, rescheduling, and tardiness can greatly decrease a home healthcare company’s profits and overall efficiency. This is an inevitable part of healthcare, but it presents very real challenges for the business, its caregivers, and patients alike. Without the right tools, staff schedulers and providers can’t keep up with constant changes, and things start to fall through the cracks. How can they possibly remain as productive and efficient as possible if their scheduling practices (including the tools they use) aren’t flexible and adaptive enough to handle the dynamic, complex scheduling that’s inherent to home healthcare? When constant scheduling issues significantly disrupt caregivers’ ability to do their work—and force them to provide a compromised level of care because they feel rushed—they start to become disengaged. And since companies with engaged workers are [21% more profitable](https://news.gallup.com/poll/241649/employee-engagement-rise.aspx) than those that fail to engage their employees, an inability to manage ever-changing schedules presents a real threat to a business’s viability. ## 7 Strategies for Effective Scheduling Despite the obstacles, effective scheduling is certainly within reach for home healthcare organizations. By [implementing strong strategies](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/) (and adopting intelligent tools for support), healthcare companies can [improve their scheduling practices](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) to boost productivity, efficiency, and revenue. ### 1. Use automated scheduling software While time-consuming, manual scheduling processes and tools hinder efficiency, cause errors, and fail to meet the needs of a dynamic, complex deskless or blended workforce, automation is well-poised to solve these challenges. By leveraging an automated scheduling solution, healthcare organizations can eliminate the guesswork associated with a manual process. The right [automated scheduling software](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) can intelligently match the right caregiver to the right job at the right time (based on skill sets, certifications, location, availability, patient history and preferences, and more). It can help schedulers and dispatchers get each provider to the next job safely and efficiently with route optimization, which takes into account all the external factors that impact worker travel. Automated schedules are built around your workforce’s unique constraints and your business’s key priorities (e.g. serving as many patients as possible), so your team can reach its goals. Staff schedulers, providers, and patients can easily adjust schedules without productivity falling by the wayside. If a patient cancels for instance, the provider is immediately updated and can pick up another appointment to fill that time; so they’re not waiting around to see what’s next. If a provider cancels, staff schedulers can quickly find and schedule a qualified replacement, which ensures a better patient experience and high quality, consistent care. ### 2. Utilize data collection Every healthcare organization knows just how vital patient data is to both the customer experience and their overall operations. Access to accurate, real-time data helps caregivers better understand patient history and preferences, and enables the business to make swift, well-informed decisions that boost efficiency and patient satisfaction. But data collection is time-consuming and has a high margin of error if patients use paper forms in the field, then re-enter that information into a system of record when they return to HQ. This often leads to missing, duplicate, or wrong information, which is [particularly risky in the healthcare world](https://healthitanalytics.com/news/poor-data-quality-weak-algorithms-lead-to-patient-matching-issues). Providers need tools that allow them to seamlessly capture, store, access, and share data regardless of where they are. Some [mobile technologies](https://www.skedulo.com/learn/future-healthcare/) even work offline, so they can collect patient data in areas of limited network availability and automatically sync that data to a centralized system of record once they find a connection. This ensures caregivers are always able to deliver the best patient care possible, based on the most up-to-date, accurate information. Plus, real-time data provides the organization with total [visibility into their workforce](https://www.skedulo.com/blog/what-is-workforce-visibility/), helping them avoid costly, productivity-killing issues in over- and under-staffing. ### 3. Keep a patient waiting list Cancellations are an unfortunate reality for any healthcare organization, and can negatively impact the rest of the day’s schedules (and providers’ productivity and efficiency) if they’re not properly equipped to handle them. But by keeping a waiting list of patients you can call and slot in if cancellations occur, you can [cut down on the unnecessary worker downtime ](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/)caused by those canceled appointments. This allows both back-office employees and healthcare providers to maintain their productivity and focus on what really matters: Providing excellent patient care to as many clients as possible throughout the day. ### 4. Use patient self-scheduling Today’s patients want to take an active role in their care instead of being treated as passive recipients. Keep in mind: They have a plethora of options when it comes to choosing a healthcare provider, so it’s important to keep them engaged in their care and in your business. One way to ensure this is by implementing patient self-scheduling, wherein they can see available appointments, book them through a mobile app or website, change them as needed, and get the care they want when they want it. The only way to do this effectively is through tools that allow patients to book, and schedulers and providers to see and accept/reject their appointment requests and any subsequent notifications. That way, any new or changed appointments don’t throw an operational wrench in the productivity of your workforce. ### 5. Implement wave scheduling and modified wave scheduling With wave scheduling, healthcare organizations book 3-4 patient appointments within a 30-minute time slot. Patients are served in “waves,” so there’s always a patient waiting for care. This allows providers to better prioritize patients based on their needs (e.g. a sick patient will be seen prior to one who’s receiving routine care). Modified wave scheduling uses the same principles, but with alternating “waves,” meaning the first 30 minutes of an hour are booked with 3-4 patient appointments, while the second 30 minutes are reserved for extenuating circumstances (like delays, appointments running long for extra care, or walk-ins). It’s a great approach for home healthcare organizations looking for more flexibility within the day, since it allows walk-ins and lengthier appointments without creating a domino effect on the day’s remaining schedule. However, you need software that allows you to easily track and manage scheduling changes for both wave and modified-wave schedules in order to stay on top of the day’s work. Plus, you need a tool that also enables you to send real-time updates to patients so they don’t get frustrated if they’ve booked an appointment but must wait for another patient in more critical condition to be served before them. ### 6. Implement clustering scheduling Clustered scheduling is great for providers who are either highly-specialized in serving patients with particular needs, or who like to group their appointments together based on specific requirements to maintain their focus. For example, they may want to cluster together appointments for patients who need recurring care, those who have one-off illnesses, or those who have physical injuries. This helps them stay in the right mindset and shift gears only after one type of cluster has been completed for the day. Again, this requires a sophisticated scheduling and productivity tool that can handle clustering appointments. If not, it requires a whole lot of manual work on the part of staff schedulers, who must dig through patient information and needs, categorize them into specific groups, then schedule the right provider for the job in relevant clusters. Automated scheduling software takes these factors into consideration and can instantly cluster appointments based on the provider’s needs and preferences, enabling them to remain as efficient as possible. ### 7. Use automated appointment reminders Recurring care can become an operational mess if your team doesn’t have the right tools to remind both them _and _their patients when it’s time for the next appointment. Staff schedulers need to know when to book routine and follow-up care in order to provide better, more consistent service. Recurring visits that are scheduled at optimal times also help patients avoid larger, undetected issues with their health. Instead of tracking all of these details manually (which is time-consuming and error-prone), schedulers need a system that automatically does it for them. Based on predetermined factors (like time since the last appointment, recommended follow-ups, etc.) the right tool can instantly send out appointment reminders to patients, who can then easily schedule their next visits. ## Intelligent Technology for Better Home Health Patient Scheduling Effective patient scheduling strategies are essential for enabling an adaptive, flexible home healthcare operation. But implementing a successful approach also requires powerful technology that can handle the complexities of deskless work. [Skedulo’s Deskless Productivity Platform](https://www.skedulo.com/platform/) is mobile-first and secure, and helps home healthcare organizations increase the efficiency and impact of the care they deliver. With tools for automated scheduling, intelligent job matching, route optimization, seamless data collection, and more, Skedulo can tackle the various complexities of optimizing your home healthcare operation. Learn more about [the secrets of better scheduling for in-home healthcare organizations](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/" type: "blogPost" title: "10 Features and Platforms Your Tech Stack Needs to Manage Mobile Workers" author: "Ed Backhouse" date: "2026-04-06" description: "Flexibility, customization, and scalability are foundational elements for a tech stack that supports a large mobile, frontline workforce." lastmod: "2026-05-27" --- # 10 Features and Platforms Your Tech Stack Needs to Manage Mobile Workers Published April 6, 2026 · Updated May 27, 2026 · By Ed Backhouse · 8 min read Field service and other frontline work require operations to be exceptionally nimble. Schedules and customer needs are ever-shifting, requiring workers to be well-connected to the primary office despite physical distance. But too often, managing this complexity creates _new_ issues: mounting technical debt, hasty selection of new technologies, poor implementations, and/or a chaotic mix of platforms across business areas. As [the price of cutting-edge technology continues to rise](https://www.vertice.one/l/saas-inflation-index-report), strategic missteps in digital transformation come at a high cost: fragmented digital transformation strategies and the underutilization of technology [cost large companies an average of $104 million in 2024](https://www.ciodive.com/news/Enterprise-tech-stack-complexity-wasted-investment-WalkMe/740912/). Making the right strategic decisions for your tech stack is more important than ever. Consider these 10 key elements in your tech stack and overall strategy for managing frontline work: ## **1–4: Core platform capabilities for mobile-friendly, customizable workflows** The inherent challenges of mobile work require the right technology solutions. Frontline workers directly represent the brand to customers; to deliver optimal service, they need a streamlined interface that makes sense for their workflow, powered by back-end integrations that present data from multiple systems and reduce admin overhead. A workforce of hundreds or thousands of mobile workers needs systems that are **flexible**, **customizable**, and provide an excellent **end-user experience**. The ability to adapt and fine-tune the system to the company’s unique business requirements, workflows, products, workforce needs, and customer demands is a necessity. Not only does it eliminate functionality gaps, but a system customized to the company’s workflow and employee roles also incentivizes staff to adopt systems faster and use them more consistently over time. For any element of the tech stack, take stock of front-end and back-end capabilities like the following: ### **1. Easy-to-use frontend** [Mobile workers](https://www.skedulo.com/learn/mwm-best-practices/) are constantly on the go, toggling between on-site duties and record-keeping/data-tracking tasks. If the user interface (UI) slows down workers, it creates multiple risks to the business: - **Increased worker frustration and disengagement** eroding job satisfaction and retention - **Inconsistent job data** when field employees can't easily input what they need - **Security vulnerabilities from unsanctioned workarounds**, like logging data in personal Notes apps, offline docs, and spreadsheets, to circumvent inefficient mobile UX - **Reduced productivity and longer turnaround times** due to inefficiencies in how workers access and capture field data - **Degraded customer service and lower satisfaction scores** resulting from less-satisfied workers, more last-minute changes, and inconsistent service quality A user-friendly frontend is critical to avoiding these risks and keeping things running smoothly. (Employees who find workplace technology easy to use are more likely to report higher job satisfaction.) Look for an easy-to-use, intuitive UI with **simple, clear, and consistent navigation**; **fast load times**; and **easy access to help pages and tutorials**. The frontend should also give frontline workers **quick, easy access to data across other systems**, so they avoid toggling between multiple platforms to get what they need. ### **2. Powerful backend that enables scaling** While invisible to the vast majority of users, the backend infrastructure shapes how IT teams interact with the tech and how effectively—or not—they can use it to support business needs. Look closely at backend elements like: - **Flexibility:** Look for solutions that are flexible and extendable by design — ones that work regardless of the underlying infrastructure or its evolution. - **Rules-based automations:** Automations reduce admin overhead and handle recurring tasks, allowing workers to focus on service delivery. - **AI capabilities:** Look for a strong foundational AI layer with secure testing environments, transparent development practices, and human oversight at key stages. - **Database & server capabilities:** Consider SQL vs. NoSQL requirements, data structure, security needs, and whether backend infrastructure can handle a heavy user load and support scaling. - **Connection & integrations:** Robust, flexible connection options — including secure API tokens, SDKs, and native integrations — keep key platform connections consistently secure and reliable. ### **3. Speed and control of platform customizations** A customizable system enables companies to [create custom forms](https://developer.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-intro/) and user interfaces tailored to workers’ day-to-day needs. Rather than adapting the work to the tool, companies can adjust and refine the tool to suit the job. For instance, a home healthcare practice that offers physical therapy, behavioral health, and post-acute care can tailor its UX, form fields, and overall appointment flow according to the type of appointment. These customizations make the tech stack more helpful and relevant to the workforce: Frontline workers see travel routes, upcoming job details, and appropriate forms front and center, while schedulers and dispatchers can [easily see job statuses](https://www.skedulo.com/blog/dispatch-operations-management/), high-priority tasks, and recent changes. The ideal systems allow teams not only to create custom workflows but also to tweak settings and decision logic over time. As [operational data comes in](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/), leaders can use insights—such as job duration for specific job types, travel time between locations, workforce utilization by team and by role, and more—to tweak system settings and targets. The best-case scenario is a system that offers [control and speed of development](https://ardura.consulting/our-blog/democratization-of-the-software-development-process-a-new-era-of-innovation-or-a-technological-wild-west/#narzedzia-i-technologie-wspierajace-demokratyzacje-tworzenia-oprogramowania-nie-tylko-low-code-no-code): authorized users (who are trained on the system and understand the impacts of potential tweaks) can make small-scale adjustments without submitting a ticket to IT. Leaders can adapt to changing business conditions, tweak operational workflows, and deploy changes in hours, not weeks. ## **4. Robust, detailed library of support documentation** Successful technology implementation depends on access to [reliable support documentation](https://cacm.acm.org/blogcacm/the-importance-of-robust-documentation-in-software-development/) and expert assistance. A deep library of detailed, thorough support articles helps IT and operations teams troubleshoot, deepen in-house knowledge of tech systems, and customize or optimize the system with minimal turnaround time. Ensure tech vendors offer a thorough, specific, searchable library of product documentation and support articles. Evaluate the implementation support and professional services on offer to ensure the rollout process delivers, rather than hinders, ROI. This includes having a dedicated customer success representative to support implementation and adoption, as well as knowledgeable customer support staff to address specific issues as they arise. **See how Skedulo can reduce time-to-schedule by 48% and increase staff productivity by 21% on average** — [Request a demo](https://www.skedulo.com/book-a-demo/) ## **5-10: Adopting and integrating the right platforms** Certain technologies should be part of any tech stack built for large mobile workforces. These systems have complementary—and sometimes overlapping—functions, so it’s crucial to understand **how they connect** and **where they fit into the overarching technology enablement strategy**. Rather than a collection of point solutions and features, these platforms should work together in a way that is meaningful to the business but seamless for end users. - **CRM:** Customer Relationship Management - **Accounting & Finance:** Invoicing, payments, and financial reporting - **ERP:** Enterprise Resource Planning - **Payroll:** Wages, reimbursements, and compliance - **HR:** Human Resources - **Mobile Workforce Management:** Scheduling, dispatch, and field operations ### **5. Customer relationship management (CRM) platform** The CRM is where staff record and manage all of the relevant information about current and prospective customers. In the context of mobile work, teams depend on CRM data for job statuses, customer histories, next steps, scheduled services, customer preferences, and more. CRM is at the core of many business functions, and it’s the go-to platform for sales, customer service, and field workers. With bi-directional integration, workers can record job notes on their mobile device, and updates sync automatically to the CRM; when the main office updates a customer record or upcoming job schedules, frontline workers see the updates in the mobile CRM right away. The CRM system needs to offer native integrations, APIs, and other secure data connections to ensure the CRM’s single source of truth benefits the entire organization. ### **6. Accounting and finance platform** As with any business, finance and accounting technology is critical for enterprises managing a large mobile workforce. These platforms manage invoicing, accounts payable and receivable, payment processing, revenue reporting, and other processes. Modern accounting and finance software can automate significant portions of recurring administrative work, such as generating invoices based on services performed, sending billing and payment reminders to customers, and categorizing transactions. For a large frontline workforce, the customer-facing invoicing and payment workflow is crucial. Depending on the industry, customers expect mobile workers to provide accurate cost estimates, [collect signatures](https://blog.allgeo.com/the-best-way-to-capture-customer-signatures-in-the-field), process payments, and schedule on-site follow-up appointments. This type of payment experience requires a well-integrated system that connects the customer’s financial profile, service scheduling, and payment processing into a single, easy-to-use interface. Ideally, these data points come together seamlessly from the end users’ perspective; even when data originates from multiple sources, the work of combining these sources takes place behind the scenes. The worker on-site sees a unified view with key points front and center, enabling them to deliver the [the ideal customer experience](https://www.skedulo.com/blog/field-service-customer-satisfaction/). ### **7. Enterprise resource planning (ERP) platform** An ERP system helps organizations plan and manage their resources for ongoing business processes, such as supply chain management, procurement, manufacturing, and capacity management. Employers of large mobile workforces might use ERP to track the number of booked appointments, worker availability, and locations of key pieces of equipment—across hundreds, even thousands of jobs. Especially [when paired with field service management software](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), ERP systems empower operations leaders to view big-picture trends in customer demand, resources, and capacity that affect service delivery. ERP can’t function effectively without HR data about workforce capacity, CRM data about customer requests, or scheduling data on utilization [by individual, team, day, and week](https://www.skedulo.com/blog/support-field-work-crews-and-field-work-teams-challenges-tips/). Secure, reliable connections among these systems bring key data points together and unlock the value of a unified view of mobile operations. ### **8. Payroll platform** Payroll processing technology handles the distribution of paychecks and other financial perks, such as bonuses, [mileage reimbursements](https://www.skedulo.com/blog/how-to-create-a-gas-mileage-reimbursement-policy-for-home-healthcare-workers/), and other worker payments. Modern payroll platforms streamline the management of complex payroll operations for a [mix of part-time, full-time, and contingent workers](https://www.skedulo.com/blog/contingent-workforce-management-revenue-growth/), and help ensure compliance with legal and tax requirements. The right payroll platform pulls scheduling data and job completion data into payroll calculations to calculate work completed, avoiding managers spending time on redundant or error-prone forms attesting to the volume of work completed. ### **9. Human Resources (HR) platform** HR software helps companies manage the people aspects of operations, including recruitment, training, employee satisfaction, performance management, and compensation. The right HR platform simplifies the worker experience: HR teams can perform their job functions effectively, and all staff can complete HR forms, submit time-off requests, and complete other HR tasks quickly and easily. An effective HR platform gives companies an advantage in the competitive recruiting and hiring process for top talent, while ensuring workers do meaningful, relevant work. For instance, companies can leverage employees’ skills and certifications to ensure they’re assigned jobs that maximize their expertise, thereby boosting [employee engagement and retention](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/). These metrics are especially critical in [field service work, where turnover rates are high](https://www.achrnews.com/articles/152849-seven-ways-to-attract-and-retain-field-service-technicians). ### **10. Mobile workforce management software/app** Mobile workforce management software helps companies schedule their workforce, enable workers to perform at their best, and analyze the performance of mobile teams. Mobile workforce or field service software is a centralized place for workers to view customer data and prepare for upcoming jobs. It automates key processes, like [route optimization](https://www.skedulo.com/blog/routing-scheduling-software/), mileage tracking, reporting job delays to the main office, and reminding customers of the forthcoming appointments or payment due dates. Because of the unique challenges mobile workers encounter, this is vital to your tech stack. Working in the field makes it hard to stay connected with coworkers and managers, and it’s harder to ensure consistent, high-quality customer service. Employers of large mobile workforces [need technology that manages the complexities of field work](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) and increases productivity without driving up costs. Especially if you’re on the fence about [building vs. buying](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/), look for [flexible, adaptable platforms](https://www.skedulo.com/blog/flexible-adaptable-saas/) with strong integrations, APIs, and customization options. The tech you choose should bridge the gap between operational data (stored in HR, CRM, databases, etc.) and how work happens in the field, delivering relevant information through a simple, employee-facing interface. ## **Create a robust and flexible enterprise tech stack** A well-connected system **makes organizational data accessible in the field and field data accessible to the organization** with proper role-based permissions. These connections unlock previously siloed or undiscoverable business insights that leaders can use to streamline operations, reduce costs, and improve the customer experience. Skedulo is a scheduling and workforce management solution built for large frontline workforces. Skedulo integrates with existing elements of your enterprise tech stack—[Salesforce, Zendesk, Epic, and many more](https://www.skedulo.com/integrations/)—to layer on smart scheduling that aligns with your company’s unique business requirements. Use Skedulo to refine workforce utilization, improve visibility into field operations, reduce administrative overhead, and adapt faster to changing market conditions. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers-old/" type: "blogPost" title: "7 Things Your Tech Stack Needs to Manage Your Mobile Workers" author: "Angela Gonzales" date: "2019-08-13" description: "Discover the 7 key elements, including a mobile workforce management platform, that you need in your enterprise tech stack for successful mobile workers." lastmod: "2026-04-06" --- # 7 Things Your Tech Stack Needs to Manage Your Mobile Workers Published August 13, 2019 · Updated April 6, 2026 · By Angela Gonzales · 5 min read A stack is a group of technologies that are used together or “stacked” on top of each other to support a certain function. In an enterprise context, different technology platforms used by sales, finance, etc., must integrate seamlessly in order to meet key business requirements. Tech stacks were once generic and could be easily replicated from one business to another. Today’s tech stacks are much more sophisticated, customized, and complicated because of the evolving needs of organizations. For example, the growing trend of customer-centric service has created more diversity in the solutions that companies seek. Companies may choose to approach their customer strategy in different ways, as some focus on optimizing their employee performance and others focus on quick response times--and the solutions to meet these needs can vastly differ. In this blog, we discuss the 7 key elements that constitute an enterprise tech stack, including why a mobile workforce management platform is essential to meet the unique needs of companies that have mobile and deskless workers. ## 7 Key Elements of Your Enterprise Technology Stack Every element in a tech stack is one piece of the puzzle in the paradigm of an organization. Let’s look into what each platform does and how they come together to paint the big picture. ### 1. Customer Relationship Management (CRM) Platform A CRM platform is a technology solution that records and manages all information about current and prospective customers. Examples of details stored in a CRM platform include customer contact information (name, address, phone, etc.), social media handles, and customer profiles. In a [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) context, it can go one step further to contain details such as current job status, next steps, future appointment times, preferred service technician, etc. The objectives of a CRM platform include improving customer service and onboarding new customers. Mining business intelligence from CRM data helps achieve this—for instance, the number and type of service tickets from a customer give an insight into customer satisfaction and frequent issues faced by mobile workers. ### 2. Finance Platform A finance platform is a technology solution that tracks assets, liabilities, and incoming and outgoing money flow in an organization. It’s integral to the operation of your business, as it manages accounting activities. At a macro level, a finance platform sheds light on the financial health of a company—its debts and earnings. At a micro level, it enables day-to-day functions by generating detailed invoices against customer services and documenting expenses. A finance platform is most effective when automated and integrated with the rest of the enterprise platforms. For example, when a job is marked complete, an invoice is automatically generated and sent to the customer. ### 3. Enterprise Resource Planning (ERP) Platform An ERP platform is a suite of technology applications that plan and manage resources in everyday business processes such as supply chain, operations, manufacturing, and procurement. The number of appointments and available workers at any given time are examples of data stored in an ERP platform for a company that manages mobile workers. Such data help match workers to customers based on their availability and skillset. The purpose of an ERP platform is to get a consolidated view of resource availability and, thereby, increase productivity. This unified approach aids organizations to make better decisions that can save costs, time, and keep all stakeholders happy. ### 4. Payroll Platform A [payroll platform](https://www.skedulo.com/blog/mwm-vs-hr-payroll/) is a solution that handles salaries, perks, and other payments to employees and ensures compliance with legal and tax requirements. Often, payroll calculations for mobile workers are dynamic, a combination of fixed salary and a variable component based on the number of hours spent and vacations taken. A payroll system accounts for these factors, performs tax deductions, and computes net payouts accordingly. Additionally, the solution is also responsible for generating reports, such as tax statements, paystub, cost statements, and analytical reports. ### 5. Sales Platform A sales platform is an indispensable technology solution for sales teams and focuses on lead generation, prospect analysis, and customer conversions. An efficient sales platform has the ability to generate leads who have high chances of being converted into customers, as well as offer intelligence on the behaviors and choices of potential customers. Companies with a mobile workforce [can leverage such a platform](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-outside-sales-teams/) to increase their customer base, package a suitable product offering for the customer, and explore possibilities of cross-selling and upselling. ### 6. Human Resources (HR) Platform An HR platform is responsible for the “people aspects” of an organization, such as recruitment, training, employee satisfaction, performance management, and compensation. The objective of an HR platform is to ensure that candidates with the right skills are hired into an organization and they continue to remain [motivated and engaged in their roles](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). For instance, an HR platform has information on employees’ skills and certifications. This data could help identify relevant opportunities for employees and chart out a career growth path, thereby reducing turnover rates. ### 7. Mobile Workforce Management Platform A mobile workforce management platform refers to the tools used to schedule, enable, and analyze the performance of mobile teams as they deliver onsite services to customers. Mobile workforce management platform capabilities include scheduling, automatic tracking of job notes and mileage, data management (e.g. worker job arrival and departure times), invoicing, and more. Because a mobile workforce management platform addresses the [unique challenges](https://www.skedulo.com/learn/deskless-workers/) that mobile workers and companies encounter, it is as critical to a company’s tech stack as the other six elements. For employees, mobile work can create a challenge to remain connected with coworkers and the organization. For organizations, the challenges include delivering high-quality service to customers using a remote workforce, managing the complexities of daily activities, and governing operational issues, such as increasing productivity while keeping costs low. This is where a mobile workforce management platform can make a difference. It tears down silos between various departments and disparate systems used by HR, finance, and billing to enable cross-functional collaboration and end-to-end workflows across systems. As systems communicate with each other, the platform generates interoperable data that can uncover important business insights that may otherwise go unnoticed. In turn, these insights can help streamline operations, reduce costs, and uncover new ways to improve efficiency and customer experience. ## Create a Robust and Flexible Enterprise Tech Stack The need of the hour is to design a strong, scalable, and flexible tech stack that will cater to your mobile workforce. Although CRM, finance, ERP, payroll, sales, and HR platforms are all vital elements in an enterprise tech stack, they are pulled together for seamless, full functionality and business insights with the integration of a mobile workforce platform. Adding an intelligent mobile workforce management platform to your tech stack helps enterprises schedule, dispatch, and track jobs in the field with real-time visibility and communication. [Book your free demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/8-field-service-management-trends/" type: "blogPost" title: "8 Field Service Management Trends to Watch in 2024" author: "Laura Przybek" date: "2023-11-08" description: "The field service industry is embracing AI, focusing on sustainability, and improving the employee experience. Read on to see all 8 trends in field service." lastmod: "2026-05-12" --- # 8 Field Service Management Trends to Watch in 2024 Published November 8, 2023 · Updated May 12, 2026 · By Laura Przybek · 10 min read Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are exploring ways to use data, technology, and operational improvements to rise to the occasion and thrive in this new era of field service. There are eight key trends to watch in 2024 and beyond: 1. Growing adoption of AI 1. More customer self-service tools 1. Smarter scheduling and dispatching 1. Sustainable field service operations 1. More emphasis on knowledge management 1. Digital transformation continues 1. Focus on the employee experience 1. More comprehensive risk management and safety policies Some areas of field service are poised for dramatic change. The [construction industry](https://www.cascade.app/blog/digital-transformation-construction), for example, is introducing field service software at a rapid rate to improve workforce management, and the healthcare industry is using AI to [improve operations management](https://www.skedulo.com/blog/ai-healthcare-operations-management/). Read on to learn more about the field service trends to watch in 2024. ## 1. Growing adoption of AI AI is a growing trend in nearly every industry—and it’s paying off. [More than 90%](https://www.newvantage.com/_files/ugd/e5361a_2f859f3457f24cff9b2f8a2bf54f82b7.pdf) of large companies that have invested in data and AI report visible returns on their investment. There is incredible potential for AI in field service operations in 2024. Common applications for AI in field service include: - **Scheduling: **AI-informed scheduling can account for travel time, qualifications, customer preferences, job urgency, and other factors to generate and optimize employee schedules. - **Data analysis: **Field service operations teams are focused on KPIs like travel time, job completion time, and rework percentage; with AI-informed insights, leaders can more quickly identify trends, spot outliers, and address issues. - **Proactive maintenance: **AI can create preventive maintenance schedules based on past service trends, and it can enable predictive maintenance by helping technicians monitor data from internet of things (IoT)-enabled devices. - **Customer self-service: **Generative AI tools, like chatbots, can help customers answer common questions without speaking to a customer service representative. AI-enabled software features, also known as [field service automation](https://www.skedulo.com/blog/field-service-automation-advantages/), will become the new standard for field service excellence. In 2024 and beyond, look out for features like [intelligent scheduling and dispatching](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/), automatic invoicing, generative AI chatbots, and automated messages triggered by common steps in the workflow. ## 2. More customer self-service tools Self-service options continue to be a powerful trend in the field service industry. Self-service tools save time for both the customer, who can handle these tasks in one easily accessible place, and for customer service reps, who can instead focus on fielding more complex calls. This is crucial for businesses experiencing labor shortages, overtime costs, and increased expenses. Self-service options don’t work for _every_ customer or every situation—but they are becoming a default expectation for many customers. [Three-quarters of consumers](https://www.zendesk.com/blog/searching-for-self-service/) consider self-service to be convenient, and more than two-thirds prefer self-service over speaking to a representative. Field service businesses in 2024 will continue to pursue self-service tools like: - **Self-service appointment scheduling** - enable customers to schedule appointments from a limited selection of days and times, based on a back-end schedule of technician availability - **Knowledge base and FAQs** - document technical details, manuals, best practices, and answers to commonly asked questions in a database that customers can find and search - **Customer portal** - allow customers to view the details of upcoming and past visits, see estimated arrival time, and pay invoices As field service companies look to [improve productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) of customer service teams and central office staff, self-service tools can make a bug difference. Self-service transactions cost far less than live service transactions, and self-service frees up representatives’ time for other, more complex tasks. ## 3. Smarter scheduling and dispatching Considering the high expectations of customers and the shortage of available skilled workers, scheduling will be a difference-maker in 2024. Smart scheduling and dispatching means assigning the right staff member to the job, dispatching them at the correct time, providing an effective route to the job, and ensuring they have the right equipment and qualifications to complete the job effectively. When done right, scheduling can become a competitive advantage for field service businesses. Schedule optimization results in better resource-matching, more on-time arrivals, and fewer last-minute cancellations. Implementing smart scheduling can lead to a 29% increase in productivity and a 67% decrease in job delays per week, [according to a McKinsey study](https://www.mckinsey.com/capabilities/operations/our-insights/smart-scheduling-how-to-solve-workforce-planning-challenges-with-ai). Field service is a large industry, and two field service businesses may have completely different applications for smart scheduling. For a home healthcare business that provides different types of services (that require specific qualifications to perform), the top priority will be matching the right worker to the job. A respiratory therapist is not the right fit for a mobile phlebotomy job, even if the therapist is closer to the customer. For a solar installation business that provides only a couple core services, the top priority will be efficiency—scheduling multiple customer appointments in close proximity to each other. Unless there is a unique element to this job, which should be captured in the appointment request, two different installation technicians would handle the job in the same way. [AI plays a major role](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) in smart scheduling. AI-enabled systems help generate worker schedules, optimize schedules according to company KPIs, account for travel time, adjust travel routes based on real-time data, match workers to the appropriate jobs, and adapt to unexpected absences and newly added jobs. With this AI assistance, schedulers and dispatchers can focus their attention on unique scheduling issues that require a human touch. Heading into 2024, field service businesses need to determine what their scheduling priorities should be, and ensure their scheduling platform is equipped to handle those priorities. ## 4. Sustainable field service operations Sustainability continues to be a key focus of the field service industry heading into 2024. Travel is an essential component of field service, so reducing fuel consumption and vehicle emissions is a common starting point for sustainability efforts. Technology is helping field service companies get closer to [net-zero emissions](https://www.rtinsights.com/getting-to-net-zero-leveraging-ai-in-field-service-organizations/) in a few ways: - **Route optimization - **Apps use GPS, traffic patterns, and the locations of job sites to provide the most efficient travel route. [68% of field service companies](https://fieldserviceeu.wbresearch.com/landing/field-service-bmr-2023) see route optimization to reduce miles, visits, and CO2 emissions as the top priority for their sustainability program. - **Mobile-first communication - **Field service software helps schedulers and dispatchers communicate changes to mobile workers in real-time. This helps avoid workers traveling to appointments that were canceled, rescheduled, or already completed. - **Smart scheduling - **When workers with suitable expertise and equipment are matched to the right jobs, the job is more likely to be completed on the first visit. This reduces the need for wasteful (and frustrating) repeat visits. Field service companies can also [make operations more sustainable](https://www.skedulo.com/blog/how-field-service-organizations-can-reduce-their-carbon-footprint/) by reducing their use of printed materials and paperwork. A digital knowledge base with role-based permissions gives workers access to manuals, best practices, and safety information in the field without printing and reprinting these documents. A digital quote and invoicing system that uses digital signatures helps reduce the amount of paperwork involved in customer account management. ## 5. More emphasis on knowledge management Customer expectations have increased in recent years, and this trend will continue in 2024. Field service companies must be prepared to provide [personalized, seamless](https://www.zendesk.com/blog/start-providing-personalized-customer-service/) services across multiple channels—and that requires knowledge management. Knowledge management is the way a company organizes, stores, interprets, and shares information within the organization. Companies with strong knowledge management practices are better-equipped to access their internal data, share it securely among departments, and overcome information silos. Field service workforces in 2024 need secure access to customer information, based on what is appropriate for their role. Accessing and using the data requires bringing together information from several internal systems: - **Customer relationship management (CRM)** - customer preferences, appointment history, and details needed for upcoming jobs - **Enterprise resource management ([ERP](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/))** - supply chain management, inventory management, operations, and procurement processes - **Human resource management (HR) software** - access staff members’ schedules, certifications, skills, and preferences - **Internal knowledge base** - training manuals, troubleshooting processes - **Compliance knowledge base** - safety checklists and health reporting - **Accounting software** - initiate invoices, view invoice history, and help managers track expenses For example, a local restaurant calls their repair service to fix a broken refrigerator ASAP. The technician assigned to the job should be able to access the customer’s service history (from the CRM), the model of the refrigerator (from the appointment request), and the relevant troubleshooting and safety information for that model (from the company’s knowledge base). When they arrive at the jobsite, the technician should be able to take notes and save job details to the centralized system—even if they are currently offline. These job details will be securely saved to the customer’s account, and certain job updates can trigger further action from HQ, like sending a specialist technician to follow up. Knowledge management is a key part of bringing field operations and central office staff together. When surveyed, [79% of customer service leaders](https://www.gartner.com/en/customer-service-support/insights/service-leaders-priorities) named knowledge management as a very or extremely important priority for their business. ## 6. Digital transformation continues [The digital transformation of field service](https://www.skedulo.com/learn/field-service-overview/) is ongoing, and for most field service businesses, it starts with field service management software. Companies that have not implemented field service software to help with scheduling, route optimization, and communication with field workers will look to do so in 2024. Companies that have already implemented field service software will be working toward sophisticated optimization based on business goals and field service workflows. Field service software is often the first step because it unlocks many features in one platform: scheduling, dispatching, communication, KPI measurement, and more. Field service management tools also integrate with existing systems—like [ERP](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), CRM, HR, and payroll—to enable better knowledge management. Augmented reality (AR) and virtual reality (VR) will also continue to play a role in field service operations. AR- and VR-enabled tools help field service leaders provide immersive, real-world experiences at a fraction of the traditional cost. Field service businesses will increase the use of AR and VR elements to train new workers, practice sales pitches, and augment the troubleshooting process in the field. There were an [estimated 43 billion devices](https://www.forbes.com/sites/bernardmarr/2022/11/07/the-top-4-internet-of-things-trends-in-2023/?sh=bca58b2aea1a) connected to the internet in 2023. We are more connected than ever before, and field service companies can take advantage of the Internet of Things (IoT) to improve operations as well. IoT-connected devices provide ongoing insight about the performance of key systems or customer data. For example, a home healthcare company can monitor clients’ vital signs remotely using wearable devices. This not only reduces the number of visits required to take measurements, but also notifies the care team if vital signs are not in the desired range so they can act quickly. For field service businesses that work with large, complex systems, a [digital twin](https://futureoffieldservice.com/2023/06/26/what-are-the-opportunities-for-digital-twins-in-field-service/) may be an advanced step in their digital transformation. A digital twin is an interactive digital model that mirrors a real-world system. Creating and maintaining a digital twin is a major undertaking, but it allows system managers to troubleshoot, test, plan, and perform situational analysis in a safe digital environment before making (potentially costly) changes to real-world systems. ## 7. Focus on the employee experience A field service company is only as strong as its workforce. There is stiff competition for top talent these days, and field service leaders should carefully consider how they can attract, retain, and engage employees in 2024. **Meeting the needs of a hybrid workforce: **Amid a shortage of field technicians, field service companies must think carefully about the needs of employees. For many companies, the workforce will be a mix of full-time, contract, temporary, and/or [flex workers](https://www.contractormag.com/management/best-practices/article/21260148/flex-work-works-for-field-service). Skilled field service technicians may also request schedule variations like flex time arrangements or compressed work weeks to maintain work-life balance. Offering this kind of flexibility will help [retain skilled workers](https://blog.workday.com/en-us/2022/secret-employee-retention-employee-engagement.html)—but companies must be prepared to manage another layer of scheduling complexity. **Providing a great introduction to the company: **As much as [20% of employee turnover](https://ca.indeed.com/hire/c/info/onboarding-employee-retention) happens in the first 45 days, which means onboarding and training is a crucial time. Going forward, companies will put a greater emphasis on creating an excellent onboarding experience for field workers. **Equipping workers with technology and support: **The thoughtful use of technology makes a big difference for the employee experience. With the dispatch features of field service management software, companies can dispatch hybrid workers from home or other non-office locations, giving them mobile access to the job details. Role-based permissions and workflows help companies manage contract workers, hourly workers, and other [workforce as a service](https://www.bluecrewjobs.com/blog/workforce-as-a-service-what-it-is-and-how-your-business-can-benefit) strategies. Access to information in related systems helps workers feel empowered to revisit best practices and ensure they are equipped for upcoming jobs. [Mobile workers appreciate](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) the autonomy, predictability, and flexibility that comes from a human-centric approach to field service. When managers entrust field workers to influence their schedules, successfully interact with customers, and operate independently, workers feel the difference. ## 8. More comprehensive risk management and safety policies Risk management came to the forefront during the COVID-19 pandemic, and overall safety will continue to be a focus for the field service industry going forward. Field service companies will increasingly look for software with built-in safety features that go beyond HIPAA and GDPR compliance. Leaders can improve worker safety by providing easy access to safety checklists, emergency procedures, and offline access to data. Technology can also enable contactless and/or cashless appointments for home services businesses to reduce the spread of illness. ## Stay ahead of the field service management curve To keep up with field service trends, you need the right technology on your side. Skedulo offers smart scheduling, route optimization, and a user-friendly field service management platform that employees will love. Managers can use automatic schedule optimization to match workers to the right jobs, then deliver job assignments and updates via the [Skedulo Plus mobile app](https://www.skedulo.com/product/mobile/). Skedulo is a reliable, user-friendly platform committed to field service excellence—now and in the future. Read our [guide to field service success](https://www.skedulo.com/resources/8-field-service-strategies-for-success/) to be prepared for whatever 2024 will bring. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/" type: "blogPost" title: "8 Utility Challenges to Solve With Smart Scheduling" author: "Laura Przybek" date: "2023-11-21" description: "Utilities face major challenges, from outdated technology to competition for skilled workers. See how intelligent scheduling helps in utility work." lastmod: "2026-05-12" --- # 8 Utility Challenges to Solve With Smart Scheduling Published November 21, 2023 · Updated May 12, 2026 · By Laura Przybek · 8 min read The utilities sector faces unique challenges, and also unique opportunities, that can be addressed with smart scheduling tools. The utilities that come to mind are often water, gas, oil, and electricity—but that is only the start. The utility industry also includes solar power, wind energy, fiber optics, environmental cleanup, natural disaster recovery, traffic safety, telecom infrastructure, pipeline services, inspections, and large equipment installation. The growth of renewable energy and the need to update aging infrastructure means new growth opportunities for the utility industry. It is expected to [see significant growth](https://www.businesswire.com/news/home/20230504005717/en/Utilities-Global-Market-Report-2023-Sector-to-Reach-8.31-Billion-by-2027-at-a-6.8-CAGR---ResearchAndMarkets.com) in the coming years—but skilled utility workers are retiring at a faster rate than they can be replaced. This represents a challenge for the industry as a whole, at a time when utility work is greatly needed and customers’ expectations are high. Utility companies are [making serious efforts](https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/) to improve customer experience, employee retention, and the use of technology in their operations—and scheduling plays a major role. Here is a breakdown of the top eight challenges in utilities and how scheduling can help: ## **#1 - Manual processes and legacy technology** The utility industry has work to do to achieve digital transformation. Paper forms, spreadsheet-based systems, and phone calls are still commonly used to manage utility work in the field. At a time when other industries are forging ahead with digitalization, a reliance on traditional methods can [negatively affect the utility industry](https://www.jdpower.com/business/press-releases/2022-us-utility-digital-experience-study). Processes based on legacy tools are less connected, more error-prone, and more time-consuming than the technology-enabled version. For example, consider manual scheduling: it is time-consuming to match each worker to the right job and communicate changes to affected workers. Changes are handled individually, which makes errors more likely and makes [tracking key metrics](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) nearly impossible. By replacing manual scheduling with scheduling software, utility companies can make core processes quicker, more reliable, and more data-informed. - Create schedules based on key business priorities in a fraction of the time it would take to do manually - Automatically find and dispatch the right worker/team for the job - Use role-based permissions to make schedules ready accessible to those who need to know - Communicate schedule changes in real-time - Provide scheduling data to managers to [improve field operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) ## **#2 - Managing travel time** Traveling to different job sites is a natural part of utility work, but it’s also a major expense. There are the hard costs of travel time, like fuel and vehicle wear-and-tear, that add up quickly for large specialty vehicles in the utility fleet. But travel time also has a significant opportunity cost; when workers are traveling, they are _not_ on the job site performing [revenue-driving work](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). Utility scheduling software helps address the four main drivers of excessive travel time: - Sequence jobs in a logical order based on expected appointment length and jobsite locations - Deliver the best route between jobs to minimize time spent in traffic, on detours, or lost - Handle intraday changes (e.g. new jobs, cancellations) more easily - Use proximity to the job site as one of multiple factors when creating schedules ## **#3 - Accounting for unexpected, urgent jobs** Utilities require you to expect the unexpected—and [prepare the best you can](https://www.waterworld.com/water-utility-management/article/16190945/planning-for-the-unexpected). The nature of the work requires the adaptability to handle urgent jobs at a moment’s notice: water main breaks, natural disasters, power outages, and infrastructure failures, to name a few. When these emergencies occur, it puts a spotlight on the utility and its ability to handle unscheduled work. One of the goals of any utility provider is a [high workforce utilization rate](https://www.skedulo.com/blog/workforce-utilization-in-field-service/): maximize the time that skilled workers spend on revenue-driving work and minimize the [time spent](https://www.skedulo.com/learn/service-lifecycle-management/) on data entry, traveling, and admin tasks. The most effective utilities are the ones that can strike a balance between flexibility for urgent jobs and a high workforce utilization rate. This is incredibly hard to do when schedules are created and updated manually—but much easier with smart scheduling software. Utility leaders can use scheduling software to: - Leave a certain percentage of time available for urgent work - Analyze historical data to estimate frequency of emergency jobs - Create “on-call” schedules to ensure coverage for urgent jobs while booking up other technicians with scheduled work ## **#4 - Competing for skilled workers** There is steep competition for top talent in every industry, utilities included. Longtime utility workers are looking toward retirement, putting pressure on utilities to engage their skilled workers and [attract more young workers](https://www.marketplace.org/2023/10/18/with-many-water-workers-nearing-retirement-utilities-seek-a-younger-workforce/) to the industry. Utilities can [improve employee satisfaction](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/) by using employees’ time wisely, providing training opportunities, and acting on their feedback. Deploying the right technology is another way to improve the employee experience: [more than 60% of utility workers](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent) feel that their workplace technology needs to be updated. The right scheduling software—coupled with thoughtful [scheduling strategies](https://www.skedulo.com/blog/workforce-management-scheduling-strategies/)—can help utilities overcome talent gaps: - Ensure time is well-spent by matching workers to jobs that match their skills and qualifications - Assign workers to a reasonable, attainable number of jobs, considering the complexity of each - Use real-world job data to set reasonable goals for employees (and evaluate performance afterward) - Equip workers with the technology the need to access job details, order histories, inventories, and troubleshooting and safety info ## **#5 - Heavy regulation in utilities industries** Utility companies operate in a highly regulated space where service level agreements (SLAs), local permits, safety regulations, and environmental standards loom large. Compared to other industries, and even other [field service disciplines](https://www.skedulo.com/blog/what-is-field-service/), utility companies must navigate many regulatory requirements. In addition to the regulations that specifically govern energy, water, and other utility work, there are other, broader regulations to consider. Collecting credit card payments from customers requires complying with the [Payment Card Industry Data Security Standard](https://www.business.com/articles/payment-processing-laws/) (PCI DSS). Introducing new technology also means additional [privacy and data security requirements](https://helpy.io/blog/security-and-privacy-requirements-in-the-public-utility-space/); depending on where the utility operates, the company may need to comply with [ISO 27001:2013](https://auth0.com/blog/what-is-iso-27001-2013-a-guide-for-businesses/), GDPR, [CCPA and CPRA](https://iapp.org/resources/topics/ccpa-and-cpra/), or other standards. Failure to comply with these regulations results in hefty fines, loss of customer trust, and disruptions in service. Luckily, scheduling software can help with regulatory needs: - Maintain records to meet audit and reporting requirements - Optimize the schedule according to compliance goals, like restoring service within X time frame - Reduce travel time and rework to meet energy use standards\ ## **#6 - Hybrid workforces** Utility workforces commonly include full-time, part-time, and contract workers—especially considering the rise of remote work and the talent shortage in utilities. If utility companies can thoughtfully manage a hybrid workforce, it can help overcome the talent gap. [42% of young, non-utility workers](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent) said that flexible work arrangements would make a utility career more attractive to them. With smart scheduling tools, utility leaders can balance the benefits and challenges of a hybrid workforce: - Use a unified platform that syncs data in real-time so workers and managers can get the data they need - Create schedules that automatically account for employees’ locations (home vs. the office vs. another job site) - Analyze and optimize the schedule with the help of software, accounting for availability and preferences - Use [utility dispatching software](https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/) to dispatch workers from home, the office, or the previous job site to cut down on travel time ## **#7 - High customer expectations** Customers have high expectations for every service—including utility work. Customers can compare prices before they choose a service, and they can leave reviews about their experience for future prospects to see. Changing customer expectations will require changes to the utility business. For example, in the past, it was acceptable to provide a long, imprecise “arrival window” to a customer. Now, customers expect a more precise arrival time, and they want to be notified if something has changed. Improving the customer experience is a [top priority for the energy and utility industry](https://hbr.org/resources/pdfs/comm/salesforce/ImprovingtheCustomerExperienceintheUtilitiesIndustry.pdf), and it starts with meeting expectations for transparency, streamlined communication, and fast and reliable service. There are several ways smart scheduling will help utilities meet and exceed these expectations: - Set precise appointment times that account for travel, estimated job length, and other variables - Send automated appointment reminders to customers - Create a [planned maintenance schedule](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/) to keep customers informed and extend the life of key equipment - Give customers self-service options to schedule and adjust appointments from any device - Enable workers to review job data and customer history before the job to increase first-time fix and first-time install rates - Collect data that can be used to identify problem areas and make improvements ## **#8 - Complex and sequential work** Complex, multi-stage utility projects require workers to perform their specific part of the project at the right time. Scheduling these kinds of projects manually is incredibly challenging. When sequential tasks are overlapping, one of two things can happen: Skilled workers arrive on site well _before_ they are needed, which is a waste of valuable time that could be spent on other jobs. On the other hand, if technicians arrive _after_ they are needed, it will delay the subsequent steps in the process. To schedule workers effectively for complex, sequential jobs, utilities need to maintain high standards for their company data. [Poor data management](https://www.forbes.com/sites/forbestechcouncil/2021/10/14/flying-blind-how-bad-data-undermines-business/?sh=5a100b0529e8#:~:text=IBM%20found%20that%20poor%20data,result%20from%20poor%20data%20quality.) means more time spent finding and organizing data, and less time using the data to create accurate schedules—resulting in huge amounts of lost profit every year. Smart scheduling software helps manage multi-stage utility projects in a few ways: - Use job dependencies to sequence multiple crews with different skills - Automatically reassign workers to a different job when there is a delay on the original site - Give managers visibility into where teams are located, what work they are completing, and where they go next - Generate schedules and share changes quickly to avoid teams sitting idle ## **Skedulo for Utilities** Skedulo offers the tools utility businesses need to face the biggest industry challenges. After one year of using Skedulo, utilities companies report a [68% increase in customer satisfaction](https://www.skedulo.com/industries/energy-solar/) and a 9x return ratio. The Skedulo Pulse platform delivers scheduling built for work in the field: create schedules fast, optimize based on KPIs, match technicians to jobs, and plan out multi-stage projects. With the Skedulo app, field teams can access customer info, job details, communication tools, and the optimal route between jobs. This means technicians arrive more prepared and stay better connected to the main office. See [how Connexin used Skedulo](https://www.skedulo.com/customers/connexin/) to improve the customer experience, replace outdated processes, and unlock incredible growth for the telecom company. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/9-scheduling-software-must-haves-for-real-estate-and-property-services/" type: "blogPost" title: "9 Scheduling Software Must-Haves for Real Estate and Property Services" author: "Rob Attard" date: "2020-10-23" description: "Managing mobile workers who run inspections, surveys, or property management? Here are 9 scheduling software must-haves for real estate and property." lastmod: "2020-10-23" --- # 9 Scheduling Software Must-Haves for Real Estate and Property Services Published October 23, 2020 · By Rob Attard · 6 min read Do you run a business in real estate or property services and struggle to manage a team of mobile workers, such as those who conduct inspections, surveys, or property management? According to a recent [Skedulo study](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/), deskless workers outnumber desk-based workers 4 to 1 yet very few companies have the appropriate resources to manage them properly. This includes all aspects of the work scheduling process, which is a common challenge for companies in the property industry. From lawn mowing to window cleaning and real estate sales to real estate photography, the lack of workflow efficiency and oversight without quality scheduling software can be incredibly costly and time consuming. Let’s take property appraisal companies as an example. Many property valuation firms contract their services to banks under SLAs, with strict deadlines for valuation turn-arounds which demands maximum scheduling efficiency. Failing to hit those SLAs can have real financial consequences. Another area of real estate that demands efficient scheduling is [property inspections](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/). Inspectors and building certifiers spend their days in the field and require real time access to job information, and the ability to log notes and take a high volume of pictures which can be used in property reports. **Get your customised demo today** With such specific scheduling requirements covering a broad set of work scenarios, it pays to properly evaluate your options when deciding on the perfect scheduling software to support your real estate business. This is especially true in that yours is a service industry with mobile workers rather than traditional field service (such as equipment maintenance) - so it’s not enough to just send a technician with a truck full of tools whenever it’s convenient. Having worked with several businesses in the property industry to implement Skedulo, here are 9 features we know you won’t want to do without… ## 1. Skills matching People are different and have different levels of experience, so you can’t always just send anyone - you have to find the right or best fit person to deliver the specific service. It’s difficult to schedule the right person for a job when you’re unsure if they have the proper credentials or experience. In small companies, it’s easy enough for scheduling staff to get to know your team on an individual basis. But when you’re managing 30 or 100+ mobile workers and want your new schedulers to be able to hit the ground running, you need scheduling software that can automatically recommend staff who have the appropriate qualifications to do a job. Think about exceptions, like when someone is off sick and you need a suitably qualified replacement at the click of a button, and the alternative is a lot of phone calls and running around. The same applies to staff who may be better suited to a particular job based on customer preference or because of other soft skills, such as communication or resilience. The ability to add tags for each worker essentially enables the creation of optimised schedules at every level. ## 2. Certification alerts Valid certifications are a compliance requirement, such as working with heights certifications, valuer certifications, auctioneer licences, and so on. When you’re managing 50+ staff it’s tough to keep track of when those certifications will expire. Ideally, your scheduling software will record certification dates and alert you when each one needs updating. ## 3. Location pairing Consider the inefficiency of sending a field worker to a job that is just 3 streets away from where another field worker is already completing a job. Great scheduling software should be able to provide location-based scheduling suggestions so you can effectively allocate staff based on cluster jobs, jobs near where they usually work, or jobs that are close to home. ## 4. In-built photos and storage If you work in property or real estate you’ll often need to take photos on site – either for use in a report or as evidence that a job was completed to a high standard. Ideally, your scheduling software will have the capability to take photos via its mobile app and store them with other job details. This ensures everything is kept together, rather than on a digital camera where they may get mixed up with photos from other jobs. If you are working with customers, being able to forward those reports and photos quickly, even automatically, can be a major customer service advantage. From a security perspective, the ability to store photos within the app rather than on a person’s device carries much less risk. Skedulo, for example, automatically associates images with a job and syncs it with the office in real time. These photos are then available online and offline so job information can be accessed anytime and from anywhere as it’s needed. ## 5. Fit for purpose forms in the field As a Skedulo real estate client recently told us, the ability to add notes and comments about what happens onsite is critical to their operations. Having context-sensitive or job-specific forms completed in real time, digitally capturing information about a property or service, streamlines the workflow and enables faster customer turnaround or billing. These notes help plan future jobs, add specificity to reports, and act as evidence if any customers complain in the future. Customised form fields also assist with the standardisation of data which is particularly important for franchises or any business that operates across multiple branches. ## 6. Safety features The safety of workers in the field is paramount, and for property and real estate professionals in particular, there is a reasonably high degree of risk with entering unknown homes. For this reason, some organisations have “check-in” and “check-out” practices so head office knows where they are at all times. This is a lot more effective when the feature is integrated in a scheduling mobile app, and the worker only needs to click a button when they arrive and leave. Other handy features include a distress button if something goes wrong, and in-built tracking so office staff know where mobile workers are during work hours. These help to mitigate risk, ensure duty of care, and keep people safe as they go from property to property. ## 7. Virtual meetings In 2020, the requirement to make in-person services available virtually has impacted almost every business in the world. In the real estate and property industries, this has translated into virtual property tours, inspections and sales consultations. At Skedulo, we responded quickly to these changing needs and introduced [virtual meetings](https://www.skedulo.com/blog/introducing-virtual-meetings-for-scheduling-software/). Customers can now choose the virtual option and Skedulo will automatically set up a video conference and send the details and reminders to their customers. If the person hosting the virtual meeting cannot make it, the scheduler can automatically reroute the meeting to another host without having to send new invite links to customers. ## 8. Self-service bookings One of the most resource intensive activities in property sales is wading through potentially hundreds of email leads sent to a central mailbox and forwarding them out to agents. For agents themselves, the back and forth to set a time for a seller consultation or buyer inspection can also be incredibly time consuming. Advanced scheduling platforms, such as Skedulo, make this easy by offering a self-service function. Skedulo’s self-service booking feature can integrate with the company website and require prospective customers to answer select pre-qualifying questions before immediately booking and confirming their appointment. For agents, Skedulo makes it easy to allocate available time periods so prospective buyers and sellers can choose and automatically book in a time that suits them: locked in and confirmed! ## 9. Ability to customize and integrate No scheduling software can account for all the specific nuances of your business, and we know you have other systems for property data and processing, so having a deep and rich integration capability is critical to maximising efficiency. Whether you require an extra custom field, a specific form for completing the service, or integration with other software (including proprietary software), aim for a scheduling platform that allows advanced customisation so you can truly streamline your business operations. This means as your vision for delivering services evolves, so does the technology. For us, taking a best in breed approach means 98% of customers require us to integrate with a system of record. We don’t try to be everything, but we do this and do it very well, and will work with you to help maximise your investment. #### At Skedulo, we are proud to offer all these 9 features and many more. We have previously worked with clients in the real estate and property services space and would be excited to show you how Skedulo can help solve your business’s biggest scheduling challenges. **To see if Skedulo is a good fit for your real estate or property valuation business [contact us for a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/9-ways-companies-can-use-scheduling-technology-to-achieve-net-zero-emissions-goals/" type: "blogPost" title: "9 ways companies can use scheduling technology to achieve net zero emissions goals" author: "Joe Chapman" date: "2021-01-19" description: "The drive to cut greenhouse gas emissions affects every industry, including energy. Here are 9 ways scheduling technology can help reach net-zero goals." lastmod: "2021-10-22" --- # 9 ways companies can use scheduling technology to achieve net zero emissions goals Published January 19, 2021 · Updated October 22, 2021 · By Joe Chapman · 5 min read ![netzero](https://assets.skedulo.com/assets/2021/01/NetZeroEmissionGoals_01-21_blog-header_1050x557@2x.jpg) The global drive to reduce greenhouse gas emissions and create a more sustainable future has impacted all industries, and the energy sector is certainly no exception. In the UK alone, the path has been set to achieve net zero emissions by 2050 according to independent statutory body, the Climate Change Committee. To support greener technologies and lower the cost of offshore wind production, the UK Government recently announced a £12 billion investment program—which will also assist with economic recovery following COVID, and give rise to thousands of new jobs in renewable energies. The investment adds fuel to the green movement which has been building momentum over the past 5 years, paving the way for new players in the sector which are proudly offering consumers 100% renewable energy at competitive prices. This alternative is highly attractive to a growing portion of the population who are demanding more sustainable practices from the companies they buy from. The challenge is on for both established carbon-intensive energy providers and renewable energy providers to consider their business operations holistically, and take proactive steps to: - improve sustainability across the board - boost operational efficiencies - increase market share - respond to changing consumer demands - deliver an outstanding customer experience **Get a free demo of Skedulo** ## A commitment to innovation is driving positive change At Skedulo, we’ve found a higher percentage of companies are actively invested in achieving all of the above. New roles such as Director of Operational Excellence, or Director of Innovation and Sustainability, are being introduced to ensure a top-down approach to kicking company-wide goals that assist in attaining carbon neutrality. These goals extend from the boardroom to the coal face, with a strong emphasis on leveraging technology to facilitate change. For those companies still burdened with archaic methods of managing frontline workers, the race is on to find an infinitely better solution. Spreadsheets, emails and whiteboards are simply incapable of providing the efficiency, transparency, and data capabilities needed to identify avenues for [reducing the carbon footprint.](https://www.skedulo.com/blog/how-field-service-organizations-can-reduce-their-carbon-footprint/) For green-minded energy companies, the challenge is on to “walk the talk” and ensure their field operations are as green as the services they provide. The concern in undertaking this level of digital transformation often comes down to the perceived magnitude of the project. Archaic scheduling systems were never designed to manage huge cohorts of mobile teams, and they’re often near impossible to manipulate and ridiculously costly to upgrade. Luckily, new best of breed technologies such as Skedulo eliminate many of the perceived barriers to entry. An overhaul is not what’s needed. Rather, companies can cost-effectively target individual pain points using cloud platforms that are: - rapid to deploy and adopt - able to integrate with incumbent software - easy to configure and extend - AI-driven - mobile-first and flexible - quick to provide value These platforms deliver immediate efficiencies for all energy companies – helping to reduce operational expenditure, drive cost savings for customers, and free up funds for more investment into renewables. ## How Skedulo is helping energy companies kick goals Scheduling a large mobile workforce is a significant operational component for energy companies. This is why scheduling is gaining much needed recognition as an area ripe for improving efficiency while reducing resource wastage. ### Here are 9 vital ways Skedulo is helping energy companies achieve this… ### 1. AI-driven scheduling with valuable data outputs Skedulo allows you to weight different business objectives by using data to identify inefficiencies—such as extensive travel time or poor allocation of resources – before deciding which changes to make. You can then configure Skedulo to guide scheduling in such a way that these goals are a top priority (for example, suggesting the fastest route to a job and recommending suitably skilled workers who live closest). ### 2. Eliminating first time install and fix failures Skedulo makes it easy to get the right people with the right skills, equipment and information in the right place at the right time...the first time. ### 3. Empowering frontline workers Driven by our mobile-first view of scheduling, Skedulo is as easy and intuitive to use as any social media app. And it’s on hand, in their pocket, anytime they need it. ### 4. Automating job dependencies With Skedulo, you can automate the sequencing of crews so they don’t all need to be on site at the same time. For example, in repairing an underground gas main you can schedule the first crew (to dig up the ground), the second crew (to fix the pipe) and the third crew (to fill the hole) as each job ends. This also frees up resources so workers are available to fulfill other jobs elsewhere. ### 5. Improving communication Skedulo helps reduce pressure on the call centre, while keeping communities informed with broadcast messaging to all crews or customers in an area. Combined with the ability to provide an ‘Amazon-like’ experience where customers are kept informed on the status of a service in real time, all this leads to a [greatly improved customer experience](https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/). ### 6. Effective resource allocation Skedulo allows you to assign primary, secondary and temporary regions to field workers. If there are no available resources, you can leverage the system to suggest the nearest, most appropriate resource without manual and time consuming checking. ### 7. Fast allocation for emergency jobs Skedulo is not constrained by the concept of a crew. With Skedulo you can schedule appropriately skilled individual workers within crews, as opposed to relocating a whole crew to another job or to fix an emergency issue. ### 8. Seamless deployment into hostile IT environments without costly third party system integrators Even if a company’s IT systems are old, on-premise and difficult to integrate with, Skedulo can still be seamlessly deployed. Instead of a huge IT overhaul, the process is painless and can be completed in just weeks with the help of our friendly in house delivery and customer success team. Skedulo can be configured to ensure it is completely fit for purpose and unique to your business. ### 9. Greater oversight on sustainability goals Skedulo serves up real data on your frontline operations and can integrate with existing BI software—allowing you to track and present results in custom dashboards to prove you are meeting specific company targets for emissions reduction. **To learn more about how Skedulo can help your energy company reach its innovation and sustainability goals, [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/a-message-to-our-customers-from-matt-fairhurst/" type: "blogPost" title: "A Message to Our Customers from Matt Fairhurst" author: "Matt Fairhurst" date: "2020-03-20" description: "A message from Skedulo CEO Matt Fairhurst on how we're supporting customers through COVID-19 disruptions and keeping our technology and support running." lastmod: "2020-04-03" --- # A Message to Our Customers from Matt Fairhurst Published March 20, 2020 · Updated April 3, 2020 · By Matt Fairhurst · 2 min read Dear Skedulo Customers, I’ll keep this brief as we’re all inundated by emails of support and clarity in response to the disruptions caused by COVID-19. I want to let you know how Skedulo has positioned itself to support our customers during this time, and the steps we’re taking to ensure that our technology and support for you is maintained. Skedulo’s mission as a company is to champion the deskless workforce through the power of our platform built to organize and enrich working life. It’s not lost on me and my team how important this mission is right now — as we serve and support so many front-line workers who do not always have the luxury of working and being productive from home. A large majority of our customers deliver critical social and community services, healthcare and in home support services that are mission critical right now. The entire Skedulo team is operating remotely from home and I’m very proud of how the team at Skedulo has responded in the face of turbulence. We are prioritizing the well-being of each employee, the security of their families and communities, and finally, the continuity of their work at Skedulo. I’m also encouraged by the ongoing support of our investors and other stakeholders. We are continuing to develop products for the many workforces we support, as well as supporting new customer deployments. In addition, we’re offering assistance in the following two ways: 1. Unlimited additional user licenses for companies needing to add to their operating workforce footprint using Skedulo free of charge for the next three months. 1. Access to our Customer Broadcast app to allow organizations to use our mass SMS messaging capabilities to communicate to your own customers regarding the delivery of front-line services and alerts. All SMS transactions sent using this service will be free of charge for the next three months for our North American customers and up to 10,000 SMS per month for our Australian/New Zealand/UK customers. Please contact our customer success team to gain access to these resources at: [success@skedulo.com](mailto:success@skedulo.com) One of our core company values is **Caring for Each Other**. This value is so important right now and I am personally available to support you as you continue to deliver mission-critical services, repairs, installations, healthcare and community support out in the community. Thank you for your continued support of our company, and from our team to yours — stay safe. Kind regards, Matt Fairhurst CEO ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/achieving-operational-excellence/" type: "blogPost" title: "Achieving Operational Excellence" author: "Angela Gonzales" date: "2019-08-22" description: "Learn about operational excellence, its common roadblocks and how to overcome them, and how it helps organizations deliver more value to customers." lastmod: "2020-05-20" --- # Achieving Operational Excellence Published August 22, 2019 · Updated May 20, 2020 · By Angela Gonzales · 5 min read Although operational excellence had its origins in the manufacturing sector, its application has expanded to other industries, as well. In particular, the concept of operational excellence is key for organizations with a large mobile workforce that cater to customers at their preferred locations—a group that is set to account for [80% of the global workforce](http://desklessworkforce2018.com/). To align with this trend and meet the needs of an ever-growing mobile workforce, these organizations should do a deep dive into their internal and external workflows to identify and eliminate bottlenecks. Prioritizing operational excellence will help companies introspect and improve on a long-term, sustainable basis. ## What Is Operational Excellence? Operational excellence is when an organization adopts the mindset to continuously improve and provide value to its stakeholders. The stakeholders could be customers, contractors, employees, or even the company itself. The main goal of operational excellence is continuous improvement and pushing your organization to be at its very best through innovation and efficiency. The **delivery** aspect of operational excellence focuses on continuous improvement of process flows in order to achieve superior quality in execution. Often, this means finding ways to reduce costs or improve worker productivity. In home healthcare, for example, this could mean more efficient route planning for healthcare workers, leading to fewer missed appointments and more visits per day. The **value** aspect of operational excellence focuses on how to optimize operational flows to provide better product offerings and more consistent service to customers. For example, an organization may invest in [mobile workforce management tools](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) to improve the speed of service and communicate more effectively with customers. Whether your company is brand-new or well-established, operational excellence should be the ideal mindset: employees are motivated to challenge the status quo, brainstorm new ideas, and improve workflows across the company. ## Overcoming Roadblocks to Operational Excellence Most organizations manage to make operational improvements in projects on a one-off basis. However, to claim operational excellence, an organization must be able to demonstrate consistent and reliable execution across teams on a long-term basis. This can be challenging for companies to achieve due to: - Siloed or disjointed processes across departments that make it difficult to see the big picture - Accumulation of many ‘[waste’ activities](https://www.plantengineering.com/articles/lean-manufacturing-the-seven-deadly-wastes/), which may not add value, but are historically integrated with workflows - Lack of motivation in employees who may not appreciate the effort or don’t feel engaged enough to make changes One way to overcome these roadblocks is by implementing systems that make it easier for everyone. Mobile workforce management solutions offer a gateway into the world of operational excellence by providing trustworthy data on the workforce and jobs completed. Companies can use this data to identify, prioritize, and follow through on operational improvements. For example, consider the case of the [American Red Cross](https://www.skedulo.com/customers/american-red-cross/). It ran a complex training program that delivered 60,000 courses to 530,000 individuals through 1,250 mobile instructors. Although there was a realized need for improvement, it was difficult to sift through various data points and zero in on specific growth areas. By using an [integrated tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) that included a mobile workforce management solution, the American Red Cross gained incredible efficiencies. They reduced their time to schedule by 43%, reduced costs by 30%, and reduced underutilization of instructors by 31%. ## How Operational Excellence Benefits Your Customers Although we discussed operational excellence in the context of multiple stakeholders earlier, the ultimate objective is to pass these gains to customers via superior service. Excellent customer service, in turn, benefits the organization. Here are a few ways in which operational excellence directly benefits customers: - **Reduced service costs:** Streamlined workflows result in lower overhead costs. - **Faster time to service: **More efficient processes means less administrative work, less downtime, and faster time to service. - **Consistent and reliable service: **Service providers are trained the same way, use the same systems, and have access to the same information. - **Personalized service and instant gratification: **Exceed customer expectations with tools that intelligently match customers to service providers based on prior experience, special qualifications, and more. - **Better customer experience: **Service is faster, more consistent, more personalized, and more reliable—all of which leads to an [excellent customer experience](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). Customer expectations today are higher than ever, with the trends of same-day deliveries, easy returns, and instant scheduling services. Striving for operational excellence will help organizations [meet and even exceed](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) customers’ expectations. ## How to Strive for Operational Excellence Without Changing Your Business Model Operational excellence often comes across as an abstract concept, and it can be misconstrued as seeking unattainable “perfection.” Organizations also tend to worry that achieving operational excellence could mean a complete shakedown of all their existing processes. This is far from the truth. The idea of operational excellence is to embrace inquisitive thinking and make things better—even if it’s a little at a time. By creating a framework that supports this, organizations can get all its stakeholders to commit to ongoing improvement. ### 6 Ways to Start Working Toward Operational Excellence Working toward operational excellence may sound daunting. But in fact, when you break it up into manageable pieces, it might be easier than you think. Start with these six points, designed to get you thinking about the possibilities of operational excellence: 1. **Clarify roles: **Establish well-defined roles and responsibilities. Unclear roles or expectations make it hard for business areas to “own” certain improvements or initiatives. 1. **Prepare to scale: **Set up the business to be scalable as the business grows. This includes picking software and tools that can grow with the organization, establishing internal processes that can be replicated across large teams, and ensuring workflows can accommodate more and more employees. 1. **Optimize as you go: **Set up checkpoints to encourage people to bring up optimization ideas. Set a schedule for receiving and implementing new efficiencies, and measure the corresponding impact. 1. **Incentivize: **Provide incentives to problem-solvers who ask questions and propose effective solutions. This incentivization will encourage others to do the same, and helps establish a culture of openness, creativity, and innovation. 1. **Train: **The more employees understand the overall vision and what other teams are doing, the better their ideas will be. Offer cross-functional training to help everyone see the big picture and contribute ideas that will work across all teams. 1. **Find the right tools: **Invest in solutions that help integrate data from different sources and connect the dots so you can identify areas for improvements faster and easier. ## Getting Started With Your Operational Excellence Framework Operational excellence is the differentiator between a company that simply survives and the one that outpaces its competition by going above and beyond for customers. For organizations with a mobile workforce, leveraging a mobile workforce management solution—a system that looks deeper into its operational aspects and helps you find areas for improvement—is a great step toward operational excellence. Skedulo’s platform for intelligent mobile workforce management helps enterprises schedule, dispatch, track jobs, and analyze data, with real-time visibility and communication. [Book your free demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/ai-healthcare-operations-management/" type: "blogPost" title: "How AI Can Improve Healthcare Operations Management" author: "Laura Przybek" date: "2023-10-09" description: "Artificial intelligence (AI) has amazing potential to improve healthcare operations management: scheduling, dispatching, communication, admin tasks, and more." lastmod: "2023-11-09" --- # How AI Can Improve Healthcare Operations Management Published October 9, 2023 · Updated November 9, 2023 · By Laura Przybek · 12 min read Healthcare operations management is the process of overseeing, supporting, and improving all nonclinical functions of a healthcare organization. This includes managing the facility, overseeing the staff, controlling the budget, working with insurers and payers, implementing technology, maintaining compliance, and enabling internal communication and coordination. Healthcare operations involve many tasks that can be improved or streamlined with the careful involvement of artificial intelligence (AI). The global healthcare AI market was valued at [more than $15.4 billion USD](https://www.grandviewresearch.com/industry-analysis/artificial-intelligence-ai-healthcare-market) in 2022, and it is expected to grow at a strong pace over the next several years. Some healthcare specialties stand to benefit the most from AI in the near future—**and healthcare operations management is one of them.** Improving administrative workflows and back-office efficiency is often cited as one of the most immediate ways that AI can make a difference in healthcare. It is a strain on staff resources—it takes [more than half](https://hbr.org/2018/05/10-promising-ai-applications-in-health-care) of the average nurse’s time, for example—and operations management staff already have the technology infrastructure needed to harness AI sooner rather than later. There are many other applications for AI in healthcare, both now and in the future—but the usage of AI in clinical settings is more complex in terms of technology interaction and user confidence. This piece will focus on seven practical ways that AI can improve **healthcare operations management**: 1. Schedule providers and equipment effectively 1. Dispatch mobile workers efficiently 1. Streamline internal communication 1. Improve patient communication 1. Reduce manual administrative work 1. Manage health insurance claims 1. Recruit excellent employees ## 1. Schedule healthcare providers and equipment effectively Scheduling appointments, healthcare providers, and costly equipment is a key part of operations management. Effective healthcare scheduling can be a competitive advantage that [saves an organization money](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — and poor scheduling can do the opposite. Healthcare organizations have used AI-enhanced scheduling for quite some time, especially in medical specialties where scheduling is critical. [Home healthcare](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/) is one such specialty where scheduling is complex, but incredibly important; the success of a home health operation depends on maximizing time spent with patients and minimizing travel time. AI has several practical applications in healthcare scheduling: - **Schedule appointments** using a system that accounts for the length of each type of service, the availability of staff, travel time required (if any), and other internal KPIs - **Pair patients and providers effectively** based on the patient’s preference or the provider’s location, credentials, or history with the patient - **Minimize downtime **of skilled workers, equipment, and facilities ([like surgical suites](https://www.healthcareitnews.com/news/using-ai-and-behavioral-science-improve-hospital-operations)) to improve utilization rate and reduce expenses - **Enable online, self-service booking**, a feature that [more than 90% of healthcare consumers](https://www.physicianspractice.com/view/online-appointment-scheduling-a-missed-chance-to-boost-patient-satisfaction) say they would use if their provider offered it With software that incorporates AI, healthcare operations staff can [instantly generate default schedules](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) based on relevant historical trends. When given this data-informed “first draft,” staff can make manual adjustments and real-time tweaks as needed. With schedule creation taking up only a fraction of the time that it used to, schedulers can spend more time on more complex or time-sensitive tasks: unexpected absences, complex treatment sequences, adherence to scheduling KPIs, on-call policies, etc. AI can also help healthcare staff [resolve bottlenecks in the scheduling process](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/). Operations staff can direct an intelligent scheduling tool to scan the upcoming schedule and alert staff to underutilized providers, unscheduled services, and overbooked time slots. A scheduler can review the issue, confirm it is a problem, and jump right into troubleshooting—much sooner than if they had to review data to discover it themselves. | Scheduling KPIs | How AI can help | | --- | --- | | Patient wait time | AI tools that enable effective scheduling and account for travel time (when appropriate) reduce unnecessary wait times, both for scheduled appointments and emergencies | | Utilization rate | AI-assisted scheduling maximizes the safe usage of each medical provider and minimizes downtime for life-saving equipment like MRI machines and ventilators | | Time to schedule | Automated scheduling tools help staff book appointments more quickly using “suggested” time windows, and self-service scheduling allows patients to book appointments themselves | | Adherence to treatment plan | AI-enhanced scheduling software can alert staff members to appointments that remain unscheduled after a certain number of days, prompting the scheduler to reach out to the patient (reducing the chance that they abandon their treatment plan) | ## 2. Dispatch mobile workers efficiently Dispatch scheduling software is a common part of the healthcare tech stack for organizations that offer home healthcare, mobile phlebotomy, travel nursing, therapy, ambulatory services, or residential care. In these specialties, the quality of the [dispatch scheduling software](https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/) can make all the difference for healthcare operations. Many dispatch scheduling tools already incorporate AI into features like route optimization and real-time messaging. Healthcare operations teams can take advantage of AI-based features in several ways: - **Match the patient with the right medical provider** based on organizational priorities like proximity, credentials, patient preference, prior experience with the provider, etc. - **Provide the best route between locations** with AI route optimization, accounting for traffic conditions, weather events, and real-time location data - **Communicate accurate arrival times** of healthcare workers, ambulatory services, mobile phlebotomists, therapists, or other traveling providers to the consumer(s) without requiring the dispatcher or the mobile worker to make an extra phone call - **Keep mobile workers safe on the road **by minimizing calls from dispatchers, instead using an AI-enhanced app to notify workers about schedule changes, extreme weather, or traffic - **Address real-time dispatch needs** like unexpected absences or equipment malfunctions with the help of an AI system that alerts staff of the issue and suggests an immediate solution for staff to review AI has tremendous potential to help healthcare operations staff meet and exceed dispatch KPIs—and [field service KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) more broadly. Here are some practical ways that AI can affect key metrics: | Dispatch KPIs | How AI can help | | --- | --- | | Travel time | Dispatch software with AI analyzes service locations to cluster appointments together, generate a logical travel route, and assign workers to jobs accordingly to reduce fuel costs and windshield time | | On-time arrivals | For home healthcare in particular, AI has the capability to factor in travel time, traffic trends, and real-time location data to generate an accurate arrival time, which keeps healthcare consumers better informed about their care | | Utilization rate | An AI-informed dispatch process maximizes the usage rate of home healthcare workers, mobile therapists, ambulatory services, and costly equipment like MRI machines, mobile phlebotomy labs and portable X-ray machines | | Patient satisfaction | Dispatch software with AI built-in can match the right provider to the patient’s situation and help the provider arrive on time—two important elements of patient satisfaction | ## 3. Streamline healthcare operations communications Healthcare operations management involves frequent communication with vendors, staff, consumers, and internal departments. Luckily, nonclinical communication is an area where AI can make a large impact right away: AI is already helping companies [enhance their marketing/PR work](https://sproutsocial.com/insights/ai-in-communications-pr/) and increase their 24/7 reach with chatbots and [intelligent virtual assistants](https://learn.g2.com/intelligent-virtual-assistant) that can answer common customer questions. Healthcare operations staff can use AI-enabled tools to simplify and improve communication in several ways: - **Draft recurring communications to vendors **like welcome letters and account status updates for food vendors, cleaning services, maintenance companies, medtech suppliers, and other partners - **Draft simple interdepartmental memos **like recurring reminders, simple budget updates, and other straightforward communications that can [help break down silos in healthcare](https://www.weforum.org/agenda/2020/11/healthcare-silos-are-bad-for-us-heres-the-cure/) - **Streamline billing and accounting tasks **by double-checking the accuracy of calculations and extracting key figures from invoices and budget reports to speed up staff activities - **Generate charts and reports** on tracked KPIs like costs over time, staff utilization, efficiency, and patient satisfaction - **Simplify requests for proposals (RFPs)** by summarizing key data points for relevant staff members to review - **Assist with marketing and PR **by creating first drafts, editing staff-created content, helping brainstorm concepts, generating call scripts for outbound marketing, and analyzing customer feedback - **Augment staff training** by providing a real-time feedback loop for written communication and creating unique scenarios that test and refine communication skills Using AI, healthcare organizations can make communication more personalized and meaningful. For example, healthcare operations staff can craft template messages for different situations with the help of AI. When the situation arises, the AI-enhanced communication system can automatically distribute the right message to the affected individuals’ preferred contact method—whether it is a change in their schedule, a reminder of an important deadline, or an [emergency situation](https://www.techtarget.com/searchdisasterrecovery/tip/How-AI-adds-value-to-crisis-communications-systems) they need to know about ASAP. | Communication KPIs | How AI can help | | --- | --- | | Staff compliance rate | HR management software that incorporates AI can send automated reminders to staff to complete mandated credentialing and compliance tasks, and it can alert supervisors to take further action if the deadline is approaching | | Staff productivity | With AI handling straightforward tasks—like generating topic ideas for marketing and creating basic graphs for accounting—staff members can accomplish more in any given day | | Invoice accuracy | AI-enhanced accounting systems provide another layer of fact-checking to help reduce invoicing errors and duplicate bills | | Vendor satisfaction and retention | Organizations can maintain better relationships with vendors using AI-based communication tools to send reminders, ensure invoice accuracy, and provide account updates | | Organic traffic, social mentions, and other marketing KPIs | With AI’s help handling some of the basic functions of marketing, marketers can spend more time on creative and unique ideas to drive brand awareness and website visits | ## 4. Improve patient communication It’s no wonder miscommunications happen in healthcare—the average U.S. medical consumer sees [more than 18 doctors](https://www.prnewswire.com/news-releases/survey-patients-see-187-different-doctors-on-average-92171874.html) throughout their life, and every participant in the healthcare system brings their own preferences, communication styles, and experiences to the table. Despite these challenges, clear communication matters now more than ever: patients rate both customer service (71%) and communication (63%) as [more important than bedside manner](https://digitalhealthtimes.com/2021/press-ganey-2021-consumer-experience-trends-in-healthcare/) when it comes to an excellent healthcare experience. To improve communication with patients, healthcare providers can use AI in the following ways: - **Update patient records in real-time **so providers are better-prepared to see patients and benefit from past visit notes (including different file types, like audio files and images) - **Send automatic appointment reminders, **which are proven to result in [fewer no-shows](https://www.mgma.com/mgma-stats/automated-appointment-reminders-lead-to-fewer-no-shows), better patient compliance, fewer unfilled appointment times, and the ability to see more patients - **Anticipate questions and concerns** based on AI analysis of historical trends, helping predict things like last-minute cancellations or common questions - **Use chatbots and smart replies **to help answer initial questions from patients and collect important context that can be used in a follow-up conversation with a staff member - **Employ wearables and [remote patient monitoring](https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/)** to collect health data from patients to help monitor, diagnose, and treat ongoing health conditions (especially patients who are not in close proximity to the healthcare provider) AI has the power to change patient-provider communication in many different medical applications. [Clinical trials are using conversational AI](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-nikheel-kolatkar/) to answer participants’ questions about the trial. Home healthcare providers use automated communication tools to share real-time updates with patients about their provider’s arrival time. Hospitals and rehabilitation centers can use AI to translate discharge summaries into a patient’s native language to improve adherence to the treatment plan. When AI-assisted communication is done thoughtfully and with human oversight, it results in better-prepared patients, more informed providers, and more coordinated healthcare efforts. | Communication KPI | How AI can help | | --- | --- | | Patient satisfaction | AI enables consistent reminders, proactive status updates, and clear visit summaries that increase patient satisfaction | | Staff productivity | With AI-generated summaries of patient status and notes updated in real-time, providers spend less time getting up to speed and more time with patients | | Adherence to treatment plan | Use automated appointment reminders to reduce no-shows and use generative AI to deliver treatment plans in the patient’s preferred language and format | ## 5. Reduce manual administrative work Administrative tasks are essential to running a health organization: ensuring healthcare operations meet government and professional requirements, managing and securing patient records, interacting with vendors, overseeing staff, and managing facilities, to name just a few. Administrative work is important—but if every element of each task is done manually, it can drain staff time and resources that would otherwise be spent on activities that drive health outcomes and revenue. AI can help healthcare operations teams automate some straightforward administrative tasks: - **Automate time-consuming data entry**, like transcribing visit notes by hand to update patient records or create discharge summaries - **Simplify the management of health insurance claims**, which will be discussed in the next section - **Reduce the time spent on the phone **with patients, providers, and pharmacies through the use of scripted AI assistants - **Minimize time spent on medical coding **and other billing tasks using the text- and image-recognition [AI tools can offer](https://revcycleintelligence.com/features/medical-coding-is-the-next-stop-for-artificial-intelligence-in-healthcare) - **Create purchase orders** based on current supply levels to reduce costly supply shortages or equipment malfunctions It’s important to note that the manual work associated with healthcare administration is different in every health system around the world. In the U.S., administration costs make up a higher percentage of overall healthcare spending than any other high-income nation. Researchers estimated that healthcare administration made up 8.3% of all U.S. healthcare costs in 2016, and other sources estimate it is actually closer to [15-30% of total health spending](https://www.healthaffairs.org/content/forefront/administrative-spending-contributes-excess-us-health-spending). It will never be possible, or even desirable, to remove the administrative aspect of healthcare entirely. Some countries have been able to keep their administration spending much lower—like [1.6% of total healthcare costs](https://www.americanprogress.org/article/excess-administrative-costs-burden-u-s-health-care-system/) in Japan and Sweden—but there is a base level of administration required in any system. AI can help reduce the manual and mundane tasks within administrative areas, allowing staff members to focus on the complex tasks that benefit from a human touch. | Administrative KPI | How AI can help | | --- | --- | | Staff productivity | Healthcare operations staff can automate basic (and time-consuming) tasks using AI, allowing them up to get more done in a day | | Medical coding / billing accuracy | This is applied differently based on the country and the type of care, but AI can help assign the right category to a given service and submit it to the payer after it has been reviewed by a staff member | | Equipment downtime | By using AI to monitor supply levels and draft a purchase order when appropriate, healthcare operations staff minimize downtime of important equipment | | Employee retention | Using AI to assist with straightforward and repetitive job tasks means employees can spend more time on customer service, data analysis, and aspects of the job they enjoy—which ultimately increases staff satisfaction and retention | | Supply chain efficiency | Medical technology and biopharmaceutical companies can use AI to study global shipping operations and get insights about how to improve efficiency at different points in the supply chain | ## 6. Manage health insurance claims _Please note: This section is most applicable to the U.S. health insurance market, but other healthcare systems can benefit from these AI principles, too._ Health insurance and medical billing can be complicated for the average consumer, especially in the U.S. Nearly 40% of Americans [report being confused](https://akasa.com/press/nearly-40-of-americans-confused-by-medical-bills/) by their medical bills, and half of healthcare consumers [report low levels of healthcare system literacy](https://www.accenture.com/us-en/insights/health/hidden-cost-healthcare-system-complexity), including insurance. This leads patients to call providers’ offices to ask questions, requiring staff to spend time on benefits administration and not patient care. Accenture estimates that healthcare systems spent $26 more per patient in administration costs for every patient with low healthcare system literacy. For a healthcare system that serves 100,000 patients per year, **that is a hidden cost of $1,352,000 per year!** AI can help healthcare operations staff make up this gap: - **Assist with prior authorization,** which is required by U.S. insurance companies _before_ certain services can be rendered and takes up [a significant amount of time](https://www.ama-assn.org/system/files/prior-authorization-survey.pdf) that providers could spend on patient care - **Generate out-of-pocket cost estimates** for patients based on services performed and their specific insurance coverages - **Perform basic coverage checks** using conversational AI for patients who are struggling to navigate their insurance details - **Summarize claims issues over time, **such as a pattern of denials for a certain service or provider or an overall increase in the number of claim denials - **Identify patterns associated with fraud and abuse** by analyzing large datasets and flagging worrisome trends for a staff member to review in detail Prior authorization, in particular, is a major opportunity for improvement in the U.S. healthcare industry. Obtaining prior authorization for a medically necessary procedure takes roughly [10 business days](https://www.cms.gov/files/document/opd-frequently-asked-questions.pdf) to complete—time in which the patient’s condition can get worse. When surveyed by the American Medical Association (AMA), [94% of physicians](https://www.ama-assn.org/system/files/prior-authorization-survey.pdf) report that prior authorization issues result in delayed care, and 80% report it leads to abandonment of treatment. AI-assisted tools are not ready to handle prior authorization as a whole, but AI can help automate [a significant percentage](https://www.mckinsey.com/industries/healthcare/our-insights/ai-ushers-in-next-gen-prior-authorization-in-healthcare) of the manual work involved. | Insurance KPI | How AI can help | | --- | --- | | Staff productivity | More than one-third of physicians have a staff member dedicated to prior authorizations; if AI-enabled tools help perform basic prior authorization tasks, clinical staff can focus on patient care and operations staff can focus their time on the most complex prior authorization cases | | Claim approval rate | AI can help staff process prior authorization requests quickly and accurately, increasing the chances of timely approval | | Fraudulent claim rate | AI can monitor and analyze millions of records at a time, making it a great tool to help staff identify fraud or abuse | ## 7. Identify excellent candidates for open positions AI-assisted tools have been part of the hiring process for a while now, helping recruiters write messages, schedule interviews, write job postings, screen resumés and analyze large groups of candidates. LinkedIn, one of the most popular recruiting tools, announced [two AI-enhanced features for recruiters](https://www.hrdive.com/news/linkedin-ai-tools-job-candidates-recruiting-personalization/690766/) in 2023: one that helps identify candidates who are most likely to engage with a recruiter at this time, and another that uses generative AI to craft messages to prospective candidates. Here are just a few ways recruiters can use AI to enhance and complement their work: - **Use precise searches to find great candidates** generated by an AI platform based on your parameters; for example, recruiters can use AI to generate dozens of [Boolean searches](https://www.spiceworks.com/hr/recruitment-onboarding/articles/what-is-boolean-search-in-recruiting-process-with-examples-for-google-and-linkedin/) to find candidates who might otherwise go unnoticed - **Draft communications to candidates**, including personalized outreach messages, status updates on the search process, messages to references, and pre-onboarding information - **Analyze large groups of applicants** and the skills and experience listed in their submitted materials (cover letters, resumés, etc.) to create a shortlist of qualified candidates - **Mitigate human bias in the recruiting process** using smart resumé review software that analyzes each data point objectively On average, healthcare positions are vacant for 84 days (for entry-level roles) to 207 days (for senior-level roles), with an estimated recruitment cost of [$2,000 to $5,700](https://www.recruitingnewsnetwork.com/posts/recruiting-time-to-fill-and-costs-spiking-in-healthcare). Speed is of the essence when it comes to filling open positions, and AI can accelerate certain steps in the process to save much-needed time. But the application of AI in employee recruiting still raises [important ethical questions](https://www.nerdwallet.com/article/finance/ai-hiring-decisions). Resumé parsing software, for example, can help reduce human bias in the recruiting process—but only if the organization is thoughtful about how the AI program is trained and how it is overseen by staff. It must be trained in a way that does not reinforce existing human biases and it must be monitored by skilled staff members who direct the program to use the best fields to minimize human bias and maximize skills-based decision-making. | Recruiting KPI | How AI can help | | --- | --- | | Time to hire | AI can help communicate with candidates and perform large-scale analysis of applicants to make data-informed decisions more quickly | | Staff retention rate | Use AI to create training scenarios, questions, and insights that make onboarding more enjoyable for new hires, and give managers AI-enhanced tools for ongoing staff coaching and career development | | Employee engagement | AI can automate the types of tasks that cause frustration and burnout among healthcare operations staff, and AI can improve the onboarding and training process for new hires, which has an outsized impact on their engagement; when workers are more engaged, they stay in their roles longer, they get higher marks for customer services, and the organization as a whole is 23% more profitable on average | ## Where does AI go from here? AI has tremendous potential when it comes to healthcare administration. Its ability to improve scheduling, communication, and other tasks can transform healthcare operations management for the better. Beyond operations alone, AI is poised to make huge improvements to healthcare delivery. Already, [research shows](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6616181/) that algorithms are effective at spotting malignant tumors in radiology images, and they can help researchers put together diverse cohorts for clinical trials. In the future, we will see AI-assisted treatment gain credibility and popularity. Of course, implementing AI in healthcare operations management comes with significant challenges. Transformational change in any healthcare system takes significant planning, time, and effort. Healthcare providers and recipients alike have legitimate concerns about privacy, safety, and prevention of bias. Healthcare leaders will have to balance investment in their people with investment in AI technology and proceed at a pace that the workforce can accommodate. ## AI-enhanced scheduling by Skedulo Getting started with AI is as simple as choosing the right software for your healthcare operations. Skedulo is an intelligent scheduling platform that helps healthcare companies optimize their scheduling and dispatching operations based on their own KPIs. With a user-friendly app and built-in communication, Skedulo gives your healthcare operations team the tools to manage and support the deskless workforce. Home healthcare workers, mobile phlebotomists, ambulance services, traveling therapists, and all other mobile caregivers benefit from great tools with thoughtful AI features that save them time. To learn more, check out our webinar [_How to Improve Caregiver Satisfaction and Retention with Mobile Technology._](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/) ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/announcing-2022-state-of-deskless-work-report/" type: "blogPost" title: "Announcing 2022 State of Deskless Work Report" author: "Bartek Woroniecki" date: "2022-07-13" description: "80% of the global workforce is deskless. New research highlights the challenges deskless workers face as work evolves, and what it could mean for you." lastmod: "2022-07-13" --- # Announcing 2022 State of Deskless Work Report Published July 13, 2022 · By Bartek Woroniecki · 4 min read Where did you work from today? What about yesterday? Last month? Like many employees in the U.S., your answer probably changes week to week. The past two years of distributed work and accelerated digital transformation have changed work for the better. Namely, today's knowledge workers benefit from unprecedented levels of autonomy and flexibility. But at the same time, workers who sit at a desk in a traditional office setting are increasingly rare and currently account for just [1 in every 5 employees](https://www.ibtimes.com/deskless-technology-breaks-through-during-pandemic-beyond-3113559) around the world. The other 80% of the global workforce is deskless, traveling and operating in the field. Sound familiar? This workplace evolution impacts all of us, but much of the discussion has been focused on desk-based knowledge workers. So, we wanted to know: Have deskless employees experienced the same gains as desk-based workers or are divisions growing? And what does this mean for employers? To answer these critical workplace questions, Skedulo surveyed 500 deskless employees based in the United States, as well as 500 desk-based employees for comparison. We asked employees about their job experiences, expectations and thoughts about the current workplace evolution to discover how changes in autonomy, flexibility and technology impact deskless workers’ satisfaction, productivity and retention. Are you clocking in from a desk or somewhere else? Read on to learn what the findings of our [**2022 State of Deskless Work Report**](https://www.skedulo.com/learn/deskless-workers/) could mean for you and your company. While gains have been made over the past year, today’s deskless workers are still largely deprived of autonomy, ill equipped to handle increasingly dynamic and complex work environments, and face leadership that continuously prioritizes alternative investment areas. ## Standout findings from our research include: #### 1. Your deskless workers are looking for opportunities that provide greater autonomy and flexibility: Over half (51%) of deskless workers would leave their current jobs to gain access to more autonomy and flexibility. The pandemic gave employees a new level of control over how and when they work. But the deskless workforce—which includes home healthcare nurses, solar panel technicians, traffic control professionals and more—has historically lacked flexibility and autonomy over workflows, working hours and location. Look for ways to empower your workers with greater autonomy. #### 2. Flexibility is just as important as pay: Nearly half (47%) of deskless respondents would rather work for an organization providing flexible scheduling and/or increased autonomy over one able to pay them 10% more. There are benefits for organizations that enable their workers to be autonomous and flexible. When we asked deskless respondents about the most important effects of increased autonomy/flexibility, they cited more motivation at work (41%), a better work-life balance (22%) and being more likely to stay in their job longer (21%). As companies across industries face serious employee engagement and retention hurdles, listening to workers and accommodating their preferences is a win-win—resulting in more motivated, happier teams and fewer open roles. #### 3. Lack of purpose-built technology is a major obstacle for your workers: Cited as a major challenge, a quarter (25%) of deskless workers are hampered by insufficient technology and limited flexibility. We’re not surprised to see insufficient technology as a top-three challenge. The deskless workforce has long been underserved when it comes to technology that is purpose-built for their specific roles and responsibilities, with the vast majority of [software funding](https://www.ibtimes.com/deskless-technology-breaks-through-during-pandemic-beyond-3113559) going toward products for desk-based knowledge workers. The good news is that organizations are working to bridge this gap. Technology adoption is increasing for the deskless workforce, albeit slowly. Seventeen percent of deskless respondents said their organization uses 100% digital processes—up from 6% in our [2021 State of Deskless Work Research report](https://www.skedulo.com/resources/the-state-of-deskless-work-q4-2021-research-report/). However, despite nominal gains, 83% of respondents are still using paper processes in some capacity. #### 4. Better technology equals greater worker retention: Deskless employees empowered with sufficient technology are 2x as likely to be very satisfied with their job and over 50% more likely to stay at their job for the next five years. While deskless workers seem to largely enjoy their roles, they also aren’t feeling tied down to a specific employer. And this makes sense. The U.S. workforce just experienced a year of [record-breaking turnover](https://www.cnbc.com/2022/04/25/recruiters-are-going-to-extreme-lengths-to-hire.html) in an employee-driven labor market. As a result, deskless workers are realizing their value as irreplaceable frontline employees providing essential services. They’re more empowered than ever to seek out employers that match their work preferences—like increased autonomy. Rather than suffering through an unpleasant work experience, change is the more attractive option. Don't let employees find what they're looking for elsewhere. Employers should pay close attention to the results of our study and survey their own workforce to identify opportunities to improve the employee experience for deskless workers. For access to the full report and key findings download your [2022 State of Deskless Work Report](https://www.skedulo.com/learn/deskless-workers/). ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/announcing-the-state-of-deskless-work-q4-2021-research-report/" type: "blogPost" title: "Announcing The State of Deskless Work: Q4 2021 Research Report" author: "Michael Gleason" date: "2021-10-19" description: "Announcing The State of Deskless Work: Q4 2021 Research Report, Deskless Productivity: Overcoming the Autonomy and Empowerment Barriers." lastmod: "2021-10-19" --- # Announcing The State of Deskless Work: Q4 2021 Research Report Published October 19, 2021 · By Michael Gleason · 2 min read We are pleased to share our most recent research report titled, _[The State of Deskless Work: Q4 2021 Research Report—Deskless Productivity: Overcoming the Autonomy and Empowerment Barriers](https://www.skedulo.com/resources/the-state-of-deskless-work-q4-2021-research-report/)._ As part of the extended community of frontline workers and the teams that support them, you likely already know how important—and challenging—deskless work is. But did you know that deskless workers outnumber desk-based workers across the globe four-to-one? Or that most organizations anticipate their mobile workforce to grow over the next year? Meanwhile, we are entering an age of unprecedented worker empowerment due to a confluence of factors ranging from increasingly competitive talent markets, a growing “free agent” mentality among skilled mobile workers, and the allure of flexible employment options courtesy of the gig economy. The criticality of retention and cost of attrition for employers with mobile workers has never been greater. This report will serve to illustrate both our challenging current state and the opportunity in front of us. Many of today’s deskless workers are largely deprived of autonomy, ill equipped to handle increasingly dynamic and complex work environments, and face leadership that continuously prioritizes alternative investment areas. ## Deskless work is highly dynamic We found that 92% of organizations report their deskless workers' jobs are regularly cancelled, distributed across many locations, composed of many different work types, each requiring a specific set of worker skills, attributes, and formal certifications. ## Organizations with a high volume of deskless workers lag behind in digital transformation Only 6% of respondents rely entirely on digital processes for deskless work, while 44% of organizations rely on paper-based processes half of the time or more. ## Deskless workers lack autonomy and control Only 6% of organizations feel their deskless workforce is “very autonomous”, while less than one-in-ten deskless workers have “a high degree” of control over their schedule and nearly one-in-three have low or limited control. ## While the value of autonomy is recognized, the employee experience ranks low among strategic priorities This study found 97% of organizations agree increased employee autonomy would improve retention, client satisfaction, performance, and market share, with nearly one-in-six respondents strongly agreeing. However, improving employee experience and empowering mobile workers ranked lowest among strategic priorities for respondents. ## The Deskless Productivity Opportunity In the face of these findings, we have a chance to empathize with the rigorous nature of deskless work, the challenges deskless workers face, and begin to recognize the _deskless productivity opportunity_—to drive towards a world in which deskless workers are empowered with autonomy, technology that complements and extends the capabilities of deskless workers, and where organizations take a more deliberate approach to building an employee experience that increases retention, improves client satisfaction, and ultimately differentiates service providers in the marketplace. Many organizations are experiencing a growing pressure to simplify working life for valuable employees and equip them with the best resources. To unlock the deskless productivity opportunity, innovative firms are increasingly making investments in their employment brand, reevaluating their value proposition to prospective hires and current employees, and assessing the digital toolbelt they arm deskless workers with. Our hope is that this report serves as a springboard for reflection and dialogue within your organization, a reference point for conducting your own internal research, and a catalyst for a more productive, positive, and impactful state of deskless productivity. **Read the full report** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/asia-pacific-trends-in-aged-care/" type: "blogPost" title: "Asia-Pacific (APAC) Trends in Aged Care" author: "Craig Panigiris" date: "2020-02-18" description: "The aging population is growing worldwide. A round-up of aged care in four APAC countries, the top trends, and how mobile workforce management can help." lastmod: "2020-07-11" --- # Asia-Pacific (APAC) Trends in Aged Care Published February 18, 2020 · Updated July 11, 2020 · By Craig Panigiris · 9 min read All over the world, the aging population is growing. In many countries, life expectancy also continues to rise. The need for elderly care services—and the right technology to manage these services—has therefore increased significantly. Elderly or aged care is an umbrella term that includes in-home and residential care, and medical health and routine daily assistance, usually for people aged 65+. It includes nursing and palliative care at hospices, as well as homecare by caregivers—both family and hired service providers. In this article, we’ve compiled a list of Asia-Pacific countries with a deep dive into how they manage elderly care, emerging trends, and challenges. We also look at the potential of mobile workforce management solutions in the aged care space. ## Aged Care in Australia: A Climate of Reforms The aging population isn’t as high in Australia as in some other countries—[only 15%](https://www.abs.gov.au/ausstats/abs@.nsf/0/1CD2B1952AFC5E7ACA257298000F2E76?OpenDocument) are aged 65+—but [more than 1 million Australians](https://www.health.gov.au/health-topics/aged-care/about-aged-care/what-is-aged-care) receive some type of aged care. The Australian government offers [Aged Care Services](https://agedcare.health.gov.au/programs), for ages 65+ or ages 50+ for Aboriginal Australians or Torres Strait Islanders, which provide a range of healthcare services including the Commonwealth Home Support Programme (CHSP), Home Care Packages Program, residential care, and flexible care. ### Trends in aged care demographics and care in Australia The residential aged care sector in Australia is [struggling](https://theconversation.com/nearly-2-out-of-3-nursing-homes-are-understaffed-these-10-charts-explain-why-aged-care-is-in-crisis-114182) to make ends meet due to funding issues and staffing shortages; 45% of them had negative earnings in 2018, an increase from 33% in 2017. In 2017-2018, almost a quarter of a million Australians were approved for residential care, but there was a shortfall in availability, leaving 34,000+ people with no place. A large number of older Australians want to remain in their own homes as they age. Between 2013 and 2018, national spending on home care and home support services [increased by 34%](https://gen-agedcaredata.gov.au/Topics/Government-spending-on-aged-care/Explore-government-spending-on-aged-care) (compared to 24% for residential services). This rise in spending corresponds with a greater desire for community and homecare. But homecare businesses have staff shortages. With the industry poised to grow [at 15% over the next five years](https://www.afr.com/policy/economy/health-businesses-battle-for-staff-20190912-p52qp5), there has been a proportional increase in demand for practitioners and mobile healthcare workers. But organisations are finding it difficult to hire people with the right skill sets and at the speed required. At its [peak in 2013-2014](https://www.hiringlab.org/au/blog/2018/04/24/nursing-shortage-australia/), Australia had nearly 5,000 skilled nurses. After 2016, that decreased by more than 50%. This shortage adds pressure on existing workers too, as they have to take on more patients and work longer hours, which have a direct correlation with staff attrition rates. ### How mobile workforce management can help With the [increase in demand for home healthcare services](https://www.skedulo.com/blog/the-future-of-home-healthcare/), staff shortages, and rising attrition rates, healthcare providers need to eliminate inefficiencies so they can serve more patients with the workforce available. This is where mobile workforce management solutions can make a huge difference. For instance, a mobile workforce management solution can use intelligent scheduling to book patients according to proximity, which reduces a caregiver’s commute time. This decreases caregivers’ stress and sets up a culture where they are [more likely to stay with their employer](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/). For healthcare businesses, this is an effective way to deliver more with less. Mobile workforce management solutions also provide IT and payment infrastructure support for newer systems, such as the [National Disability Insurance Scheme (NDIS)](https://www.skedulo.com/resources/the-skedulo-guide-to-ndis-software/), which have requirements for filing reimbursement claims with the government. ## Elderly Care in New Zealand: A Renewed Focus on Homecare New Zealand also has a lower ageing population in comparison to some of its APAC neighbours. However, due to declining birth rates and increasing life expectancies, New Zealand will soon catch up to the trend of the rest of the world—the 65+ aged population is expected to make up 22% of the population by 2036. Aged care in New Zealand is funded by the District Health Boards (DHB) and is more focused on residential than home care. Individuals are means-tested before they can avail[ residential care](https://www.govt.nz/browse/health/residential-care/about-residential-care/) which includes care options in rest homes, long-stay hospitals, dementia units, and psycho-geriatric units. **Ready to make your entire team more effective?** ### Trends in elderly demographics and care in New Zealand Even though many people want to remain at home during old age, aged care in New Zealand is skewed towards residential care. However, the proportion of people choosing residential care has been decreasing. In recent years, the life expectancy of someone in a rest home [is only 1.7 years](https://www.stuff.co.nz/national/health/108004835/median-length-of-stay-in-a-rest-home-for-someone-receiving-govt-funding-is-just-17-years?rm=m), indicating they have managed their care at home for most of their lives. But in-home care has not emerged as the leading choice yet. Consistent with other countries, New Zealand faces severe shortage of caregivers due to low pay and poor working conditions. Every year, the country needs 800 to 1,000 new home healthcare workers. Recognising the high dependence on migrant workers, the government has[ changed immigration laws](https://www.newsroom.co.nz/2019/11/04/890927/immigration-game-changer-for-aged-care-industry-and-others), giving opportunities for migrants to convert to permanent residency. For healthcare agencies that have to constantly hire new workers and operate with the uncertainty of losing well-trained staff due to visa issues, this could be a game-changer. ### How mobile workforce management can help The change in immigration laws creates scope for home healthcare providers to revamp their operational workflows with mobile workforce management. [Less turnover](https://www.skedulo.com/blog/retaining-talent-in-home-healthcare/) lends stability, an opportunity to reduce overhead costs, and improve pay and working conditions for staff. In addition to simpler scheduling and more operational efficiency, [mobile workforce management solutions](https://www.skedulo.com/learn/future-healthcare/) help with on-the-job training. For example, workers can access training materials and case histories from remote customer locations, giving them more confidence to execute their tasks. [Customers, too, stand to gain](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) by being paired with a caregiver suited to their specific needs. Mobile workforce management systems can help reduce long waiting periods and improve the overall quality of care, positioning home care as a viable alternative to residential care. ## Elderly Care in Japan: Continued Support for Community Care Japan is home to the oldest population in the world, so it is appropriate their elderly healthcare system is well-organized. Japanese culture is also known for reverence toward the elderly, so much of their elderly care is community-based. Japan’s healthcare program, with its compulsory insurance model and universal eligibility, has been well-accepted. The [Long-term Care Insurance (LTCI)](https://japanhpn.org/en/longtermcare/) program, which levies mandatory insurance premiums from anyone over 40 years, ensures that every citizen over the age of 65 has access to healthcare, including institutional, in-home, and community-based services. ### Trends in elderly demographics and care in Japan A number of factors have been overlapping in the past decade to push Japan to the forefront of the world’s aging demographics: - 2005 was the first year when the number of deaths exceeded the number of births in Japan. - In 2006, Japan [became the first nation with 20%](https://graphics.reuters.com/JAPAN-AGING/010091PB2LH/index.html) of its population aged 65+. - Currently, about 28% of Japan’s population is 65+, and that number is expected to[ surge to 38% by 2065](https://www.forbes.com/sites/japan/2018/11/12/why-japans-aging-population-is-an-investment-opportunity/#791bc779288d). This increase in the aging population and the preference of the Japanese elderly to stay in their homes rather than receive residential care has put the spotlight on home and community care. The homecare sector, though, relies more on volunteers rather than an organized workforce. Common care providers for elderly Japanese include: **Family**: Many families continue ancient traditions of honoring their elderly by caring for them at home. Traditionally, up to three generations of a family live together. However, this tradition is waning as increasing industrialization has moved many younger family members away for work. **Elderly volunteers**: Many volunteers providing elder care in Japan are also 65+. [It is common in Japan](https://www.independent.co.uk/voices/japan-elderly-social-care-system-uk-nhs-health-old-people-a8377631.html) for a healthy, 65-year-old volunteer to provide care for an 80 year old who needs assistance. Examples include parents taking care of grandparents or someone from the community assisting a fellow senior citizen. This blurred division of caregiver and patient is unique to the Japanese culture and is beneficial to both parties. **Robots**: A growing elderly population and a shrinking working population has inspired the Japanese government to fund the development of [elder care robots](https://www.reuters.com/article/us-japan-ageing-robots-widerimage/aging-japan-robots-may-have-role-in-future-of-elder-care-idUSKBN1H33AB). They assist with mobility, lead exercise classes, and pose as animal-like companions in homes and retirement centers across Japan. ### How mobile workforce management can help In the context of Japan, mobile workforce management systems can function as an intermediary between volunteers and those in need. Intelligent scheduling systems can track volunteer availability and connect them to patients in the same community. The system can also match skill sets to find the best fit—for example, in cases where a patient has specific medical needs, the system can allocate a caregiver with the right experience for their needs. Mobile workforce management can also help with [staffing shortages](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/) as the need for home healthcare grows. Healthcare organizations that use mobile workforce management systems improve their efficiency, customer service, communication, and workforce retention. ## Long-term Care in Taiwan: Time for Increased Focus on Caregivers Taiwan officially became an[ aged society in 2018, with 14% of its population aged 65+](https://qz.com/1375403/taiwans-population-could-start-shrinking-by-2022/). The country is inching toward being declared a hyper-aged society by 2026 (21%). The government’s [Long-term Care Plan (LTC)](https://international.thenewslens.com/article/106124) is considered one of the more favorable elderly care systems in the world due to its universality and low copayment from patients. [LTC 2.0](https://www.mohw.gov.tw/cp-4344-46546-2.html), the latest iteration of the government’s healthcare program, is exhaustive and includes coverage for dementia, day care centers, and other community-based services to help the elderly “age in-place.” ### Trends in elderly demographics and care in Taiwan The growing elderly population in Taiwan has resulted in the lookout for alternative options, such as homecare, in addition to residential facilities. But there is a dearth of sufficient and well-trained quality caregivers. The wait time for caregiver aid is often up to 10 days. This has caused most of the elderly to turn to self-funding by recruiting foreign workers from the Philippines and Indonesia. But this approach has its own challenge: it may be difficult to foster emotional connections due to cultural and social barriers. In December 2018, the government started to pilot a respite program for families with foreign caregivers. LTC 2.0 increased home caregiver salaries and working conditions in hopes of boosting job retention. However, [attrition rates are around 33%](https://international.thenewslens.com/article/106124). This has resulted in family members and community centers sharing the burden. As many as 130,000 people are reported to have quit their jobs every year to care for a family member. ### How mobile workforce management can help To relieve some of the burden off family members and reduce the dependence on foreign caregivers, it’s important for the organized home healthcare sector to thrive. To achieve this, a community of caregivers need to be nurtured through a work environment that is not overly stressful and pays well. Mobile workforce management solutions can help home healthcare providers [optimize their field operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), maintain a lean resource pool, and achieve cost savings from scale. These savings can be passed on to workers as an increase in salaries. Mobile workforce management systems also reduce arduous administrative tasks on caregivers so [they can focus on patient care](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). ## The Intersection of Technology and Elderly Care As observed in the patterns emerging from various countries, healthcare is a complex space. The macroeconomic and political factors may not be directly controllable, but there are several everyday issues faced by the elderly and the mobile workforce that can be tackled proactively through the use of advanced technology solutions, such as mobile workforce management. - From employees’ perspective, it’s important for mobile workers to have [sophisticated, user-friendly healthcare tech](https://www.skedulo.com/blog/the-future-of-home-healthcare/). With the right tools, they can simplify their work and focus on serving patients, rather than spending time on manual, administrative, or redundant work. - From the healthcare organization’s perspective, increased caregiver efficiency and job satisfaction means increased service capacity, higher quality of care, and less staff turnover. Skedulo is an intelligent mobile workforce management platform that helps healthcare organizations and employees by improving efficiency, training and empowering workers, and providing a better day-to-day work experience. This translates into cost savings, more satisfied employees, and better care for elderly patients. [Book a demo](https://www.skedulo.com/book-a-demo/) with Skedulo today! ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/australian-startup-business-advice/" type: "blogPost" title: "Skedulo CEO Matt Fairhurst on the Challenges of Creating an Australian Tech Start-up" author: "Trevor Morrison" date: "2017-10-04" description: "Are you an tech entrepreneur? Wondering where to start? Hear what Skedulo CEO Matt Fairhurst says about building a company, finding talent, and more." lastmod: "2018-03-09" --- # Skedulo CEO Matt Fairhurst on the Challenges of Creating an Australian Tech Start-up Published October 4, 2017 · Updated March 9, 2018 · By Trevor Morrison · 7 min read Being a tech startup in Australia can be tough. The geographical separation from the world’s software hubs, like San Francisco’s Silicon Valley, is a struggle on its own. Understanding where to go next and how to get there can be the biggest challenge of all. Matt Fairhurst, CEO of Skedulo, answers seven burning questions asked by some of Brisbane’s startup rockstars on how he overcame their current challenges. ## Q: Can you talk about your journey from being a consultant to running a company? **Matt Fairhurst:** Entrepreneurs need to know where you start and stop as an individual. As a founder and CEO, you can’t do everything. It’s really hard to know that you’re doing the right thing sometimes. For instance, I’m not a natural salesperson but it was hard to know when to let someone else do the selling for me. In the beginning, you need to do everything, but as you continue to grow the company, you have to decide what you will let go. Once you have the funds to have someone else do those things you can’t do, you can move mountains with people in your company. You can’t do that alone, so don’t be precious about protecting your own ego because of what you’re scared to remove from your responsibilities. The three things I recommend are: 1. Surround yourself with people that have been there before that can truly help you. Be careful who you pick to be mentored by and align with. I got really lucky as my mentor was very generous with his time. 1. Get an array of people you can trust and discuss openly with. Tech startups are very fast-moving, and you need to be adaptable. Sticking to one point of view is toxic. 1. Find a mentor that is only several steps or a couple of years ahead of you. During the hard times, you need someone to vent to and talk to so you can keep moving forward. > It’s hard to trust people to do better than what you feel you can when it’s your vision. If you hire well, you can specialise functions to whatever you are removing from your own workload. This is also the process of building an executive team, it’s hiring people that are far better at certain things than you are. You eventually become the leader who steers the company vision, then suddenly you become the dumbest person in the room when you are surrounded by people who do things better than you. In summary, it takes a lot of humility to realise this and hiring great people is the number one challenge of building a company. ## Q: How have you maintained the culture you want while growing the company? **MF:** I like to use the analogy of managing a band to managing a start-up. They are very much the same thing. When you’re in a band and playing music, you’re being creative, traveling together, sleeping in the same hotels together, eating together, and being a really intimate family. One that has feuds, but is creative and connected. Being in a start-up is very similar in that there is a chance of making money at some point and maybe even paying yourself along the way. I loved the idea that being in a band and a start-up shared a lot of similarities, but things change when you hit 8 to 10 team members in your organisation. You see a cultural change. In a band you’re tightly wound. You celebrate successes and are together in losses. When you get between this uncanny valley of 10 to 20 team members, it’s really hard to maintain. The connectivity and culture of** ‘we are all in this together’ **materialises when you have a distributed team, and it’s a constant challenge to maintain. When we had 40 people in the Australian office and 5 in the United States office, it was really hard to build and maintain the culture. When there are 100 people in the office, there will be people you don’t know, and the same level of connectivity at scale is really quite difficult. ## Q: How can you be global from day one? What does that look like? **MF: The enterprise partnerships we had made it easier to leverage exposure to sales people and potential customers. These relationships I had built over time helped to accelerate global scalability at Skedulo.** > Don’t market yourself as a company only selling to one region. Make how you present your company malleable to your audience. But positioning yourself as a global company can be easy. Don’t market yourself as a company only selling to one region. Make how you present your company malleable to your audience. The way we advertised and took our product to market made us attractive to those who needed to solve the problem globally. It just happened because we presented ourselves as global and the product works that way. ## Q: How do you engage globally? **MF: **It’s not easy in the beginning. If you don’t have team members or an office on the ground in those countries, then you have to do what I did and manage it from your home country. The first year was the most intense personally due to the hours I had to work. I worked from 9:00am to 6:00pm in Brisbane, had dinner and slept, then woke up at 1:00am and worked through to the morning. I would do calls and demos, then continue this pattern. I did it for 8 to 10 months, and it was really difficult. ## Q: How did you build a customer base? **MF: **We attended Salesforce’s Dreamforce conference in San Francisco the first year we started. We got some exposure from this event, and meanwhile, exposure was also inbound. When building your product, you need to identify what price model you want, such as annual contract value (ACV), because that justifies a certain type of sales cycle. If you’re building a product with high velocity where someone can visit your website and download or pay for the product, then you can spend less time engaging customers in enterprise sales cycles. If your product is not high-profit, then you need to optimise the time spent on your customers and the transaction method needed. On the other hand, the Skedulo solution is enterprise SaaS, which takes time. Give the customer the required time necessary process the demos, have the meetings, and build a formal relationship. ## Q: When you hired technical talent, how do you find the right person? How do you convince them to join in the early stages? **MF: I was always very lucky as my CTO, James Davies, was always very technical and still one of the smartest technical individuals in the company. He is now in a position where he has an engineering team to support him so he can step back and think…_“Where are we going next with this?”_** I know a lot of founders that are not technical who struggle to find someone. You need to meet as many technical people as you can. Go to technical events, go to start-up events. There are a lot of technical people looking for non-technical people, and you need to build your personal network and connections of like-minded people just as you do for creatives and business people. We hired our first engineer out of the company we had left. We knew him from past roles and functions and knew he was pretty good and was passionate about building products and joining a small company for a chance of innovating. I always look for people that are in organisations that aren’t going where they want it to go—really smart people that will inherently sacrifice stability, like working for a bank or large firm etc, and provide them a chance at building something that is somewhat their own. I feel technical people and engineers in particular, care about two things more than money: 1. Working with other smart people and surrounding themselves with smart people 1. Solving hard problems and building hard products They want to be challenged by the work they do. Once you’ve found that person, then you do what you can to get their salary paid for. You try and network with others to get small sums of investment to try and keep you going. We took small business loans and tried to remain stable. There were times where James and I didn’t pay ourselves for up to six months and accumulated a lot of personal debt. It’s a lot of sacrifice, and we didn’t have the pleasure of being in an incubator or accelerator—in those days we didn’t have the exposure to start-ups like we have today. ## Q: Should I work to get funding to pay someone I can trust, or should I use an agency? **MF: If you don’t have the money to pay someone to work full-time for your company, then you need to find alternate ways to attract people. Best case scenario is you find someone that has the skills you need, loves the problem that you’re solving, and is super excited to be your co-founder. By having an agreement where they are happy to be your co-founder, you then have a holy grail that ticks all those boxes.** _Visit our [Resource Center](https://www.skedulo.com/resources/) to download the latest resources from Skedulo, or request a demo to learn more about our intelligent scheduling platform!_ ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/belonging-at-work-for-mobile-workers/" type: "blogPost" title: "How to Create a Sense of Belonging for Mobile Workers" author: "James Huddleston" date: "2024-11-14" description: "Learn how field service employees’ sense of belonging impacts your business and strategies for improving it." lastmod: "2024-11-14" --- # How to Create a Sense of Belonging for Mobile Workers Published November 14, 2024 · By James Huddleston · 11 min read Humans are social creatures. The need to feel like part of a group is strong, and that need extends to the work environment, too. Particularly since the COVID-19 pandemic put our social connections into sharp focus, companies have been working to ensure employees feel a sense of belonging at work. And for good reason. According to [a 2019 report from Cigna](https://newsroom.cigna.com/business-case-addressing-loneliness-workforce), workplace loneliness costs businesses an estimated $154 billion in lost productivity as a result of absenteeism. And [research from the Harvard Business Review](https://hbr.org/2019/02/the-surprising-power-of-simply-asking-coworkers-how-theyre-doing) found that employees who feel like they’re accepted at work are more than three times as likely to work to their full potential compared to those who don’t feel accepted. But improving workplace belonging is a complex issue. It requires a multifaceted strategy focused on workplace culture and management skills, as well as employee engagement, satisfaction, retention, and enablement. That strategy becomes even more complex when your workforce is mobile. Given the lack of a central work location, organizations with mobile and deskless staff have fewer opportunities to facilitate workplace connections, have less control of the physical work environment, and more. That doesn’t mean it’s impossible to drive a sense of belonging for mobile workers and field service teams. In this article, we’ll discuss some strategies for tackling this thorny issue, from creating good workflows to setting workers up with the right tools. ## Belonging at work FAQs ### Q: What is belonging at work? Belonging at work is an employee’s sense that they are valued and accepted as part of their professional group. They have meaningful relationships with their colleagues, feel a sense of camaraderie with them, and know that they’re all working towards the same company goals. ### Q: Why is a sense of belonging important for employees? Employees need to feel a sense of belonging for many reasons: People who feel that they belong at work tend to be more engaged, can find more meaning in their work, are less likely to view their workplace as being toxic, and more. In short, they tend to have a better work experience. Belonging is an important way to reduce workforce turnover—a costly and unpredictable challenge for any mobile workforce. The average cost of a new hire is over $4,500, not including the lost expertise, productivity, and extra cost to cover overtime or temporary work hours. Industries that rely on frontline workers see relatively high turnover: construction, utilities, and trade jobs in the U.S. all averaged higher turnover than the national average. ### Q: Why is a sense of belonging important for employers? Employees who feel a sense of belonging are more likely to be invested in their work, more likely to perform to their full potential, less likely to take sick days, and less likely to leave their employers unexpectedly—all of which have a significant impact on a company’s bottom line. ### Q: How is belonging different for mobile workers? Fostering a sense of belonging for mobile and deskless workers looks different compared to traditional workers. Because mobile workers are constantly on the go and don’t work from a central office, it’s harder to connect with colleagues and mentors both in a casual sense and for work-specific reasons. They can’t just pop over to someone’s cubicle for a chat like they could if they worked in an office. This means companies have to be more intentional about giving workers a sense of belonging and providing them with tech solutions that connect them to each other and improve work quality. ### Q: How can employers improve workers’ sense of belonging? There are many ways employers can improve workers’ sense of belonging. Some of the most critical ways are by prioritizing learning and training opportunities, equipping employees with tools that help them work and communicate more efficiently, and highlighting individual and team achievements. ## 8 Ways to Improve Belonging for Mobile Workers Belonging at work is complicated and subjective. What drives belonging for one worker or one role may not work for another. A robust strategy will depend on the specifics of your organization, industry, and employee demographics. That said, here are some strategies that can work for many companies: ##### Prioritize learning and development Make it clear that your business invests in and cares about staff by actively encouraging opportunities for learning and professional development. First and foremost: create a clear onboarding timeline and process for new hires. It sets the tone right away that the organization is committed to staff and wants them to succeed. Another approach is offering to pay for industry-specific training. Maybe there are certification programs or exams that can help them better carry out certain processes or even qualify for more senior positions. For instance, [there are many exams that telecommunications technicians can take](https://www.indeed.com/career-advice/career-development/telecommunications-certifications) to specialize in a specific sub-sector or upskill. Advertising that these options are available and company-funded shows employees that there’s a vested interest in their development. Additionally, companies can implement direct feedback from mobile workers—whether that’s collected via regular performance reviews or an independent survey—to see what kind of training they’re interested in. This might be cross-training with other, related departments or even reskilling so they can make a vertical move. Making these options available and actively encouraging employees to take advantage of them means people are more likely to feel like there’s a true give and take, and thus [more likely to be engaged](https://www.forbes.com/sites/rebeccafraserthill/2023/10/11/professional-development--training--the-heart-of-engagement-at-work/) and feel like they belong. ##### Invest in tools built for mobile work Companies that invest in the right equipment and software for their mobile workers do everyone a favor. Even the most skilled and knowledgeable team member can’t do the job without the right tools. And if employees are frustrated and held back from their potential, they’re likely to feel disengaged and undervalued—both deathblows to a sense of belonging. Prioritize tools that are built with mobile-first capabilities that directly speak to the needs of employees on the go. Offline access, real-time data synching, the ability to self-report availability on mobile devices, excellent uptime, and clean UX are some of the [primary features to look for](https://www.skedulo.com/resources/mobile-workforce-management-checklist/). With a robust platform that offers these capabilities, mobile workers can access and input the information they need when they need to and spend more time with customers, completing jobs, and directly contributing to whatever goals your company has set. ##### Streamline workflows for common tasks Similar to how people feel undervalued at work—and ultimately, like they don’t belong—if they don’t have the right tools, people disengage when they’re forced to follow clunky, inefficient workflows. To reduce friction in everyday work, talk to your staff. Hear what they have to say about how processes play out in live scenarios, what’s holding them back and what they actually need. Lean on [field service automation to ensure tasks are as simple](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/) as possible. For example, instead of making field workers manually upload photos from the job site to a shared server, utilize technology that automatically syncs photos on a device to your cloud network. Or, auto-populate known data onto common forms: use an employee’s log-in info to populate their name, their GPS data to fill in arrival time, their client’s name from your CRM or scheduling software, etc. Take the onus off employees for these mundane tasks to help them focus on the work that really matters. This helps frontline workers stay engaged and feel their time spent with customers is making a significant impact. ##### Recognize employees’ successes Another way to boost your staff’s sense of belonging at work is to be vocal about their wins. Did a real estate agent at your brokerage close a big sale? Did a patient leave glowing feedback for a home healthcare worker’s attentive care? Did a fiber technician get a commercial customer’s internet back up and running in record time during a busy sales day? Congratulate them directly (be sure to tell their team, too). [In one recent survey](https://nectarhr.com/blog/employee-recognition-statistics), nearly 78% of respondents said they’d be more productive if they were recognized more often, and nearly 82% said being recognized for their work made them feel more engaged. [According to Great Place to Work](https://www.greatplacetowork.com/resources/blog/creating-a-culture-of-recognition), recognition is a top motivator for workers to do their best, and those who feel recognized at work are twice as likely to bring new ideas forward. Simple acts of recognition can make a substantial impact on employees’ work experience and whether or not they feel like a valued part of the team. Companies with a sizable deskless workforce should also consider a recognition program or employee recognition software. These tools ensure that workers receive recognition from each other and from their manager when they do excellent work, and many platforms offer social features that encourage—and even incentivize—recognizing each other. ##### Encourage communication among teams and departments Communication is the pillar upon which a good business runs. In fact, a 2023 Grammarly study found that 72% of the business leaders surveyed believe their [team’s productivity increases when there’s effective communication](https://www.grammarly.com/business/learn/state-of-business-communications-2023/). And poor communication throughout an organization can quickly unravel the benefits of the strategies we’ve already discussed. A 2024 Project.co survey found that [communication logjams caused 70% of respondents to waste time](https://www.project.co/communication-statistics/) and led 53% to experience burnout, stress and fatigue at work—none of which inspire belonging. Create an environment that encourages mobile workers to keep other colleagues informed. Make it easy for staff in the field to reach administrators, schedulers, management, and sales—and vice versa. Set up and enforce standards for how and when teams communicate with each other. For example, establish the expectation that schedulers send field staff upcoming schedules at least three days in advance. Or require operations to meet monthly with field service managers to discuss bottlenecks or inefficiencies that crop up in day-to-day site visits. Make this kind of communication and collaboration easy with tools that include capabilities like automated location updates to help managers and schedulers see which field workers are near newly added jobs, or mobile-friendly messaging that helps office workers [stay in touch with field staff](https://www.skedulo.com/blog/field-service-management-technology/) throughout the day. ##### Use data to improve field operations Once good communication processes are established, it opens the door for connection, collaboration and eventually [operational excellence](https://www.skedulo.com/blog/achieving-operational-excellence/)—especially with good data in hand. Track and use data tied to KPIs like number of jobs completed per day/week/month, time to first contact, workforce utilization, and variance from standard to identify and resolve inefficiencies. Your field employees, for instance, can log when they close out a job, and your scheduling team can analyze that data to determine if jobs are taking longer than expected. If they are, schedulers can take that data to field service management and operations to collaborate and drill down on why jobs are taking longer than expected. This sort of cross-functional work not only engages employees, but it helps remove blockers and inefficiencies they run up against in their day-to-day work. And the more engaged, less stressed your team is, the more likely they are to feel valued and accepted at work. ##### Create meaningful manager-employee relationships Managers who foster an environment where team members feel safe, appreciated, and like they belong make a significant impact on employee experience. In fact, according to Gallup, managers account for more than [70% of the variance in how engaged employees said they were at work](https://www.gallup.com/cliftonstrengths/en/350423/influential-good-manager.aspx). The manager-employee relationship is even more critical for field service staff, since many of them work solo throughout the day. Unlike office workers, they don’t have the same opportunities to casually connect with managers throughout the day to get advice, brainstorm or troubleshoot. As such, field service managers need to take extra care to ensure their teams have everything they need to do their best work: - **Set them up for success** - Advocate to get field workers the right tools, training, and workload. That means not only making sure they have access to good training and reference materials, but also providing mobile-first technology that automates smaller tasks and optimizes schedules so they have more time for the most important work. - **Connect work with organization goals** - Make sure employees understand how their work ties to the vision and strategies of the business. Knowing how their skills and expertise impact their team, their department, and the company as a whole helps people feel connected to a larger purpose and fosters a sense of belonging. - **Facilitate helpful feedback** - Managers should have meaningful conversations with their reports as often as necessary. Come performance review season, there shouldn’t be any surprises about opportunities for improvement; those conversations should happen as soon as possible, and managers should be coaching throughout the year. But this feedback goes both ways. Managers should actively solicit feedback from their field staff and truly listen to it—and act on it when necessary. This give and take helps build a strong connection and helps employees feel like a valuable part of the team. - **Promote connection** - Encourage team members to connect with each other whenever possible, and create opportunities for connection. Maybe that means creating regular opportunities for junior staff to shadow more senior staff. Or maybe that means setting up optional social get-togethers after work hours. Consider unique ways to connect workers with each other that will work within your workplace culture, employee development goals, and industry. ##### Create an organizational culture that fosters belonging Many of the strategies we’ve discussed above tie directly into workplace culture, which is the overall set of beliefs, attitudes, assumptions, and behaviors that employees of a company share. To foster a culture that leads to staff feeling a sense of belonging, it takes a multifaceted approach. First off, **listen** to what your team members have to say: Develop and send out [surveys for them to assess company culture](https://www.betterworks.com/magazine/10-questions-to-include-in-your-workplace-culture-survey/); include questions that relate to sense of belonging, like if they feel valued at work, if they feel comfortable voicing critical feedback with their managers, etc. Then, **apply** that feedback to [make sure policies and practices are equitable](https://www.instride.com/insights/examples-equity-in-the-workplace/). For example, are there accommodations for workers with neurodivergence or, say, hearing-impaired employees? Have promotions been equitable enough that leadership isn’t dominated by a particular demographic group? Finally, ensure your organization is communicating company news clearly and thoughtfully by [using inclusive language](https://www.workhuman.com/blog/what-is-inclusive-language-in-the-workplace/) in both internal and external announcements. These sorts of practices and policies all encourage inclusion and help people feel that they’re accepted for who they are in the workplace. ## Set your mobile workers up with the right tools Building up your field workers’ sense of belonging means bettering many other aspects of the company. From building smooth, accessible communication channels to streamlining and automating processes so employees can do their best work and keep customers happy, good workforce management helps your team feel valued, heard, and accepted. Skedulo’s intelligent field service management platform helps companies do all this and more. Keep employees’ workloads manageable with smart scheduling solutions that [automate and optimize schedules](https://www.skedulo.com/product/skedulo-intelligence/) based on which team members are the best fit for a job. Foster open communication and collaboration with [Skedulo’s app built specifically for mobile workers.](https://www.skedulo.com/product/mobile/) It supports multiple languages and boasts a user-friendly, accessibility-first design so resources are easily available to all employees. Want to learn more about how Skedulo can help you support field service staff to feel included? See how Skedulo helped [Connexin](https://www.skedulo.com/customers/connexin/) improve the day-to-day experience of workers or how Skedulo led [Regal Health](https://www.skedulo.com/customers/regal-health/) to better retention of home healthcare workers. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/" type: "blogPost" title: "How Remote Patient Monitoring Can Reduce Healthcare Costs" author: "Ed Backhouse" date: "2018-12-06" description: "Remote patient monitoring can help cut chronic illness costs, prevent hospital readmissions, and avoid needless office visits for patients and providers." lastmod: "2020-12-16" --- # How Remote Patient Monitoring Can Reduce Healthcare Costs Published December 6, 2018 · Updated December 16, 2020 · By Ed Backhouse · 3 min read Skyrocketing costs, longer hospital stays, readmissions, and less-than-favorable outcomes—these factors make improving the bottom line a continual challenge for healthcare providers. But one of the major benefits of remote patient monitoring (RPM) is its ability to reduce costs. - Over the next 25 years, RPM is expected to save $200 billion in healthcare costs globally. - 69% of healthcare professionals ranked RPM the #1 reducer of overall costs. What’s more, if the U.S. Centers of Medicare & Medicaid Services (CMS) gets its way, a new proposed rule that allows home healthcare providers to [count RPM as a reimbursable cost](https://www.healthcarelawtoday.com/2018/08/01/medicares-new-chronic-care-remote-physiologic-monitoring-codes-everything-you-need-to-know/) will take effect as of January 1, 2019. This is in addition to the reimbursement that Medicare offers already. Today, thanks to [RPM technology](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/), healthcare organizations can spend less time worrying about expenditures and more time focused on providing outstanding patient care. The cost savings of RPM can be significant for patients, as well. ## RPM Eliminates Unnecessary Visits When it comes to reducing healthcare costs, RPM steps in by monitoring patients around the clock and sending info to healthcare professionals in real-time. As a result, the need for in-person visits is shifting. Using RPM, in-home care providers collect vital healthcare data, such as blood pressure readings, heart rate, breathing, glucose levels, weight, and more. This eliminates the need for routine, in-person visits that are just about collecting health data. For example, RPM in one hospital network [reduced postpartum hypertension visits by 57%](https://www.healthcareitnews.com/news/remote-patient-monitoring-smartphone-cuts-one-week-post-partum-visits-57), while also improving patient engagement. Those were not in-home visits, but the fact remains: easier access to patient data reduces the need for patient visits, which reduces healthcare costs. ## RPM Optimizes Time Spent with Patients With RPM technology, medical professionals need not spend valuable time on the[ intake of routine vitals](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) and questions (e.g., how the patient is sleeping), because this data is available to the provider before the visit. This means in-person time can be spent answering questions and otherwise making the most of the health visit. In addition, when healthcare professionals are less inundated with routine tasks, they’re less likely to experience burnout. Stressed medical care providers are less efficient, they may quit or be fired, and it’s expensive to hire, train, and onboard new employees. ## RPM Improves Communication RPM enables efficient communication between medical professionals and their patients to manage care for a variety of injuries, illnesses, and chronic conditions. By overcoming the obstacle to in-person visits that geographical distance poses, RPM technology allows more frequent contact and a stronger relationship between the patient and provider. Tools such as video conferencing, mobile apps, and data monitoring allow practitioners to treat patients more efficiently and effectively. This results in catching health problems at earlier stages and a decrease in readmissions, which helps reduce healthcare costs. Providers can also use this technology to send patients reminders to take medications or attend upcoming visits. These reminders facilitate better outcomes, prevent the wasted time and expense that occurs with missed appointments, and reduce costs because health conditions are more likely to be caught in the earlier stages. ## RPM Reduces Healthcare Costs for Patients, Too Of course, these cost savings are passed on to the patient, as well. Not having to pay for unnecessary visits, optimizing the time spent with healthcare providers when they _do_ visit, and improved outcomes means less medical care down the road. Just as importantly, RPM technology increases patient engagement. Engaged patients are more likely to follow healthcare provider recommendations and be compliant with treatment regimens. This makes healthcare efforts more efficient and reduces the likelihood of additional treatments. Engaged patients with chronic conditions are also easier to monitor regularly, which enables more consistent care and fewer emergencies. ## Reducing Health Care Costs Is a Win-Win Given the increasing demand for an improved healthcare experience, it behooves providers to consider RPM as a way to find [opportunities to improve their ROI](https://mhealthintelligence.com/news/hospitals-are-finding-roi-in-remote-patient-monitoring-programs) while enhancing the quality of patient care. Healthcare providers are turning to RPM to improve their bottom lines. For chronic illness management, hospital readmission prevention monitoring, caring for elderly or homebound patients, and monitoring high-risk patients, RPM optimizes communication with healthcare providers. RPM also allows patients to enjoy the convenience of in-home care, and eliminates the need for unnecessary office visits. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-onsite-training/" type: "blogPost" title: "Benefits of Mobile Workforce Management for Onsite Training" author: "Angela Gonzales" date: "2019-07-23" description: "Mobile workforce management offers many benefits for onsite training, like streamlined communication, optimized resource utilization, and less downtime." lastmod: "2020-05-20" --- # Benefits of Mobile Workforce Management for Onsite Training Published July 23, 2019 · Updated May 20, 2020 · By Angela Gonzales · 6 min read Onsite training organizations often have many workers traveling to client companies to provide training on new systems, new processes, or other types of professional development. Many of these trainers are contract based or part-time and never actually step foot in the headquarters or main offices of the companies that they are serving. For the client receiving training, having an onsite trainer come to their office is often preferred because it’s more convenient, flexible, and cost-effective than sending their employees offsite. But with so much coordination involved for both the trainers and the trainees, onsite training can get complicated. This is where a Mobile Workforce Management solution can provide operational efficiencies for organizations sending their trainers all over. Mobile workforce management solutions give onsite training organizations an easier and more efficient way to manage their training programs, collect relevant data, and relay it from the field to the office, all while allowing trainees to learn new skills in the convenience of their worksite. ## Get Smarter About How You Train Here are three excellent reasons companies that sell training as a service or as part of their product offering should use [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) to support their training programs. ### Streamlined Communication for Better Prepared Trainers An [effective mobile workforce management platform](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) includes features that streamline communication between trainers and the main office, as well as with the client companies where the training will occur. Text notifications make it easy for trainers to provide updates to the office, and vice versa, as well as request additional information about or troubleshoot issues related to their sessions. Additionally, a mobile workforce management platform should provide the trainer with detailed information about the training session, such as client expectations and outcomes. This information should detail who the intended trainees are, what type of training is required, the duration of the training, and whether specific training materials are required to bring onsite or provide in advance to the trainees. Not only does this set the trainer up for success, but this helps to ensure that the time spent in training is maximized by equipping the trainees with the necessary information and expectations prior to the actual session. ### Simplified Administration and Greater Business Insight Onsite training has many moving parts, from scheduling sessions to booking meeting space and communicating the date, time, and location of training to everyone involved. In addition, collecting trustworthy data from your onsite trainers can be time-consuming and challenging, slowing down your finance and operations teams from making important business decisions based on training outcomes. Mobile workforce management software can automate these scheduling and notification tasks to decrease administrative work and improve efficiency, instead of manually updating information and sharing it with individual teams. The right solution can also provide a platform for trainers to collect notes and information from their training sessions that automatically syncs via the cloud back to the main office. The mobile workforce management platform proactively sends reminders to trainees of where and when the training is scheduled, so they have plenty of time to prepare for their training and manage their workloads in advance. This also ensures that training sessions are not missed and that the trainer’s time is optimized from preparation to execution. Additionally, within the system, an instructor can view all of their scheduled sessions for that day or week, and receive real-time notifications of any cancellations or scheduling changes. This visibility into the trainer's schedule further helps provide visibility for the main office into resource utilization and can help them make sure that they are not over or underutilizing their trainers. This insight can also help your business determine if you need to invest in further hiring or if you can improve your operational efficiencies by utilizing your existing resources better. ### Optimized Travel and Reduced Business Costs Traveling between sites can consume a considerable amount of an onsite trainer’s time, in addition to incurring travel costs from non-optimized travel routes. Mobile workforce management tools offer the ability to “smart schedule” and find the fastest routes between training sites, giving trainers more time with trainees and maximizing caseloads. For example, instead of asking a trainer to zig-zag back and forth across town for various onsite trainings, sessions could be scheduled in order of proximity to each other. And if a training appointment is canceled, the system can easily match the trainer with a different last-minute appointment to reduce downtime and optimize the trainers’ schedules. Loss of employee productivity is typically one of the highest costs associated with training. Companies report spending an average of [34 hours per year per employee](https://www.td.org/press-release/new-atd-research-investment-in-talent-development-on-the-rise) on training alone. That’s a considerable amount of time that a worker isn’t billing to customers or turning prospects into clients, so it is even more critical that training time and costs are used efficiently. Onsite training paired with mobile workforce management can reduce the time spent training employees, therefore increasing efficiency. For example, say 10 employees need training on a new piece of technology, and the offsite training location is 15 minutes away. This adds up quickly to 5 hours’ worth of round-trip travel the company will pay for, in addition to lost productivity over that time span. Now, imagine how the cost increases if 50 employees need to be trained, or if the training location is a little further away. With onsite training, the company outsources that travel cost to the trainer, whose travel schedule is much more efficient, thanks to mobile workforce management. ## Use Cases: Onsite Training With Mobile Workforce Management Organizations have turned to mobile workforce management tools to address their unique, complex, onsite training needs. Here are two examples of how mobile workforce management helps onsite providers manage the complexity of scheduling training for their employees and clients. #### **Health Safety Onsite Training** The American Red Cross a leading provider of health, safety, and disaster preparedness training has 1,250 mobile trainers who deliver 60,000 courses annually. Before implementing mobile workforce management, schedulers manually tracked the number of hours assigned to each instructor and only knew after the fact whether they had booked each instructor to full capacity. This was an inefficient, time-consuming, and expensive means of operation that was hindering the continued growth of this organization. Since implementing a mobile workforce management tool, the organization has reduced scheduling time for its health and safety classroom training by 43%, reduced underutilization of instructors by 31%, and decreased scheduling costs by 30%. #### **Education Software Onsite Training** For [Achieve3000,](https://www.skedulo.com/customers/achieve3000-case-study/) a leader in improving literacy competency through their differentiated literacy instruction program for pre-kindergarten through adult learners, the challenge was a home-grown scheduling system. The system required significant data entry and manual updating but often did not provide trainers with adequate information to do their jobs. They needed to find a better solution for their trainers in the field that offered more automation and would easily integrate with other solutions the business relied on in their finance and operations departments. With a mobile workforce management platform in place, schedulers can now easily see the status of mobile trainers in real-time, as well as easily reassign or allocate additional trainers to jobs as session needs change. Additionally, they can assign their trainers based on location data, time zones, and job requirements like certification and training types. In turn, trainers now have real-time schedule updates and session details at their fingertips with the mobile app, which also gives them the ability to fill in their service records while onsite. ## Empowering Onsite Training With Mobile Workforce Management Optimizing scheduling, administrative needs, communication, and other nuances that come with onsite training are becoming increasingly critical for organizations. Mobile workforce management software can powerfully address many of the issues that onsite trainers face. Not only do you better engage your trainers by optimizing their availability, but you also ensure that your business is getting the full value that your contract and part-time trainers offer to your business. With Skedulo, managing a mobile training workforce is a breeze, with real-time schedules, streamlined communication, efficient travel logistics, accurate data collection, and so much more. [Book a Skedulo demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-outside-sales-teams/" type: "blogPost" title: "Benefits of Mobile Workforce Management for Outside Sales Teams" author: "Marie Francis" date: "2019-07-02" description: "Improve the end-to-end sales process and enhance sales performance with the benefits of a robust mobile workforce management solution." lastmod: "2021-03-03" --- # Benefits of Mobile Workforce Management for Outside Sales Teams Published July 2, 2019 · Updated March 3, 2021 · By Marie Francis · 5 min read Sales teams are always looking for new ways to reach potential customers at the perfect moment, whether that’s at home, online, or in a brick-and-mortar store looking for a product or service. The need to reach customers in new ways has become apparent as many major retailers are allocating floor space to third-party vendors for kiosks or pop-up booth. Moments like theseーwhen a customer is already actively shopping for a product or serviceーare incredibly powerful for sales. But temporary selling locations present challenges for managing the customer experience, communicating with the main office, collecting timely and accurate data, and more. It takes a great deal of operational efficiency to move seamlessly from the first point of contact, to closing the deal, then providing service offsite at the customer’s location. Without business-wide visibility into your systems and processes, as well as insight into who is doing what, where, and when, this can feel like an insurmountable challenge for sales and operation teams. For companies that approach sales as an exercise in meeting the customer where they are, mobile workforce management technology can optimize onsite sales scheduling and help increase revenue. ## Make a Winning First (and Second) Impression Potential customers base purchasing decisions on how positively they feel about the initial buying experience your sales teams offer. According to a survey by American Express, 33% of customers consider switching from one company to another after just a single instance of poor service, and more than half of customers abandon a planned purchase because of bad service. This means organizations that [exceed customer expectations](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) are positioned to win. #### **Never Miss a Customer Meeting** It pays to ensure sales reps are prepared to nurture and close leads in a way that reflects well on your company. First and foremost, your sales reps need to show up in the right place, on time, so customers are never left waiting. This is true whether the sales person has made an appointment with a prospect or whether they are assigned a shift at an in-store kiosk. Your company should never lose a potential sale because someone was double booked or misinformed about where or when an appointment is taking place. A mobile workforce management (MWM) solution makes “no missed appointments” a reality. You’ll never miss a customer when you have scheduling capabilities that take into consideration that customer’s availability, sales team calendars, location of appointments, and any other details necessary to successfully connect your company to a potential customer in person. #### **Deliver a Pointed, Personalized Interaction** Mobile workforce management tools help you quickly match customers to the best salesperson available with the right skills and experience, whether you’re sending sales reps to a store as a third-party vendor or out to meet the customer at a space you want to rent to them. This strengthens your organization’s power to provide high-quality service from the first interaction, ultimately leading to more sales. A mobile workforce management solution puts customer history and other key information at the fingertips of your sales teams. This seamless data integration with your customer relationship management (CRM) system gives sales representatives the tools and information they need to answer a customer’s questions, build trust, and solidify customer relationships. The mobile app of a MWM makes it significantly easier to capture meeting notes, view customer history, and start an informed conversation with a potential purchaser. This puts an end to asking the customer the same redundant qualification questions at the beginning of every interaction. When customers don’t have to repeatedly explain what they need, what happened the last time, who they talked to, etc., customers feel like the company is truly paying attention to them. With relevant customer information more readily available, your mobile teams can sell more in less time, wherever they are, repeatedly. Additionally, your sales reps should be properly equipped with checklists and guides designed to make the buying decision easier for leads. By adding consistency and accountability to sales, you not only make the in-person interaction memorable and positive, but it also helps your brand stand out against competitors. As a platform [designed to connect everyone](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) involved in mobile work, a mobile workforce management tool can strengthen sales’ in-person performance and productivity. ## Increase Sales & Service Team Responsiveness For sales professionals to [increase the rate at which they close sales](https://www.saleswingsapp.com/sales-acceleration/the-impact-of-speed-of-response-on-your-deal-closing-rate/), they must respond quickly and efficiently to potential customers. The faster you can supply them with what they need to make a purchase decision, the easier closing the sale should be. With a robust mobile workforce management solution, sales teams can use one platform to schedule sales _and_ follow up appointments on the spot. Customers don’t need to speak to another member of your team to schedule a follow up or post-sale appointment, or worse, contact the company again and navigate a whole new process just to get on their own. This decreases the risk of leads dropping out of the sales funnel. [Common](https://www.skedulo.com/customers/common-case-study/), a company that creates unique, co-living quarters in cities, greatly increased sales productivity from implementing a mobile workforce management platform. One of the challenges holding the company back was the manual process for scheduling property tours, including shared calendars with information that couldn’t be trusted. After Common implemented Skedulo’s mobile workforce management software, it experienced a 37% increase in scheduled tours, a 94% decrease in the time spent scheduling, and eliminated many of the manual communication processes that followed after a tour was booked. This is the power of a mobile workforce management solution. ## Sell More With a Mobile Workforce Management Tool Sales has always been a mobile role—meeting customers at their office, in a store, or wherever they’re doing business. But as the way we do business evolves, and customers expect customized and on-demand service, we need to explore new tools that enable greater mobility and agility in sales like never before. Built for today’s mobile workforce, a mobile workforce management platform takes the pain out of managing the end-to-end sales process. It helps sales teams schedule faster, provide better customer experience, and improve sales performance. Furthermore, a mobile workforce management tool can streamline processes, invoicing, and much more—freeing up your sales reps to spend more time selling, focusing on personalized customer buying experiences, and less time filling out paperwork. To find out how Skedulo’s mobile workforce management platform can benefit your sales team, [request a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-residential-and-commercial-services/" type: "blogPost" title: "Benefits of Mobile Workforce Management for Residential and Commercial Services" author: "Marie Francis" date: "2019-03-26" description: "A mobile workforce management platform helps residential and commercial services businesses boost productivity, customer satisfaction, and efficiency." lastmod: "2020-05-20" --- # Benefits of Mobile Workforce Management for Residential and Commercial Services Published March 26, 2019 · Updated May 20, 2020 · By Marie Francis · 5 min read Today’s connected consumers live in an on-demand economy where, with a few taps or swipes of their mobile device, they can have whatever they want, whenever they want it. Tech-enabled companies like Amazon, Postmates, and Lyft deliver instant gratification wrapped up in a great customer experience. Customers have responded by setting a new, higher bar for customer experience in all of their transactions, regardless of whether they are on-demand consumer services or longstanding B2B services. They want immediate value and will go elsewhere if a company cannot provide it. If you manage a residential or commercial services business, this requires a fundamental shift in how you operate and engage with your customers and employees. Mobile workforce management technology can streamline your operations and create an outstanding experience that [keeps customers coming back](https://www.forrester.com/report/Leadership+In+The+Age+Of+The+Customer/-/E-RES134101), giving you a distinct advantage in a crowded marketplace. ## How to Choose a Solution for Residential and Commercial Services At their core, residential and commercial services require sending employees and contractors out to multiple locations throughout the day or week, where workers provide on site diagnostics, support, troubleshooting, and more. When your business depends on sending mobile employees to homes and businesses, your scheduling system has to be user-friendly and efficient. A powerful mobile workforce management system seamlessly connected to your primary business systems allows mobile workers to provide consistently high-quality service in every interaction. When you [choose a mobile workforce management system](https://www.skedulo.com/resources/mobile-workforce-management-checklist/), look for a system that offers value to each of the key stakeholders in your business. For the Mobile Worker: - An intuitive, easy-to-adopt interface that allows employees to get what they need on mobile devices they are already familiar with. - Ability to access customer history and appointment details to ensure the best possible service in the initial interaction. - A reliable tool to connect with HQ and make delivering exceptional work easier. For Operations and Schedulers: - A visually pleasing interface that simplifies the complex process of aligning work to customer availability, employee capability, and business constraints. - Intelligent, automated scheduling and matching that takes goals and constraints into account, such as business hours for commercial repair, or working hours for residential services. - A reliable system of record with trustworthy data for managers to deepen the business’ understanding of their customers’ experience and mobile workforce efficiency. For the Back Office: - A cloud-based infrastructure that effortlessly syncs schedule changes and updates across the workforce. - A tool that improves efficiencies and reduces recurring costs like travel and labor overtime. If you’ve traditionally thought of your company as a field service provider, keep in mind [the differences](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/) between mobile workforce management and field service. While many of the principles are the same, understanding the difference between optimizing systems for people versus materials can help you [choose the right solution](https://www.skedulo.com/resources/field-service-management-software-checklist/). The Benefits Mobile Workforce Management Offers Residential and Commercial Services Harnessing the power of mobile technology creates a link between your office staff, mobile workers, and customers. It also increases the efficiency of your operations while delivering a [stellar customer experience](https://www.skedulo.com/events/webinar-customer-experience-future-work/). Mobile workforce management technology gives you the power to: - **Simplify scheduling & matching:** Make it easier to process appointments and increase volume. - **Optimize routes:** Get your employees to the right place at the optimal time, reducing delayed appointments and travel expenses. - **Boost customer satisfaction:** Personalize customer service for preferences regarding specific appointment times and service personnel. Prepare mobile workers for each interaction with secure access to customer information and appointment details. - **Increase productivity:** Streamline and automate routine tasks, such as submitting timesheets or service-related paperwork, so employees can spend more time with customers. - **Improve communication:** Connect remote employees to your back office through real-time notifications and share customer histories for improved service. - **Reduce administrative tasks:** Eliminate paperwork for everyone, process scheduling requests faster, and use analytics to improve operations. When your remote workforce is equipped to handle challenges in the field more efficiently, your business will benefit from higher employee and customer satisfaction, lower operating costs, and greater visibility into every facet of your business—all of which will [boost your bottom line](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/). ## Use Cases: Mobile Workforce Management for Residential and Commercial Services A growing number of service companies are discovering that mobile workforce scheduling solutions make it easy to create a competitive advantage in an age when speed, simplicity, and efficiency are critical differentiators. Intelligent scheduling through mobile workforce management benefits a wide range of businesses, including residential cleaning services, commercial carpet cleaning, window cleaning, solar panel installation and maintenance, security system installation and maintenance, and many more. ### Residential Cleaning [ServiceMaster Clean Vancouver](https://www.skedulo.com/customers/servicemaster-residential-vancouver/) has grown rapidly over the years and now juggles more than 1,000 monthly appointments across six service lines. With so much valuable customer information being collected by employees in the field, managers needed a way to ensure data accuracy so that information can be harnessed to fine-tune the customer experience. ServiceMaster Clean implemented a mobile workforce management platform to centralize data and personalize communication for a better customer experience. With accurate, real-time data pouring in, ServiceMaster can follow up with customers about their experience and introduce cross-sell and up-sell opportunities at the perfect time. In addition, ServiceMaster delivers a more consistent, customer-centric experience with personalized communication. Different types of cleaning service require different interactions on-site; some jobs require notifying the property manager, while others only require notifying the on-site contact. By notifying the right person, mobile workers spend less time tracking down customers and more time on the job itself. ### Commercial Security [Area Wide Protective (AWP)](https://www.skedulo.com/customers/area-wide-protective/), a commercial security service committed to customer safety, grew faster than its paper-based scheduling and dispatch system could handle. With five acquisitions over two years and 5,000 mobile workers across 60 offices and 19 states, AWP’s incredible rate of growth and scale bred operational challenges that were impacting how fast jobs could be confirmed, scheduled, and invoiced. Since implementing a mobile workforce management solution, AWP has realized 86% more efficient scheduling and dispatching. AWP reduced invoicing time from two weeks to less than five days with huge improvements in accuracy. With more centralized, accurate data, the back office staff for AWP no longer has to spend so much time manually correcting timesheets or payroll issues. ### Residential Pickups and Deliveries It is not only consumer goods companies that make deliveries and move goods. Nonprofits like Canada-based [Furniture Bank](https://www.skedulo.com/customers/) need to simplify and scale operations without straining their budgets. Furniture Bank brings life-changing furnishings to families in need while giving new life to unwanted household items. As the charity’s work expanded and it increased its fleet of trucks, schedulers realized they needed better communication with drivers in the field. Mobile workforce management makes it easier to manage pickups and deliveries and understand what’s happening on routes in real-time. Furniture Bank increased its fleet efficiency by 50% without adding headcount to the scheduling team, doubling the charity’s social impact in the community. ## Get Started With Mobile Workforce Management The demand for residential and commercial services is growing, and customer expectations are higher than ever. Companies that deliver more personalized and efficient services than everyone else will be best positioned for success. Are you ready to discover how a powerful mobile workforce management solution can transform your business? [Book a demo today](https://www.skedulo.com/book-a-demo/) to see how Skedulo in action. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/benefits-of-vaccine-scheduling-software/" type: "blogPost" title: "The Benefits of Vaccine Scheduling Software" author: "Craig Panigiris" date: "2021-04-12" description: "Vaccine scheduling software offers myriad benefits to providers who manage and administer vaccines. Learn how the right software can help." lastmod: "2021-04-29" --- # The Benefits of Vaccine Scheduling Software Published April 12, 2021 · Updated April 29, 2021 · By Craig Panigiris · 11 min read ![vaccineschedule](https://assets.skedulo.com/assets/2021/04/BenefitsVaccineSchedulingSoftware_Mar21_blog-header_1050x557@2x-1.jpg) As the world continues to deal with the ramifications of the COVID-19 pandemic, public and private healthcare providers are faced with the challenge of administering vaccines. The speed and scale at which these vaccinations must be distributed, scheduled, and administered is much greater than we’ve ever before seen on a global level. Getting COVID-19 vaccines to the public is becoming increasingly complex as the vaccine becomes more readily available, with healthcare providers often scheduling single or multi-site vaccinations for high volumes of clients. In order to efficiently, effectively, and safely administer these vaccines, providers need powerful technologies in place. ## What is Vaccine Scheduling Software? Vaccine scheduling software is a highly configurable booking and appointment management system that’s centralized for easy usability, both for clients and providers. It’s a robust tool that helps providers manage the demand from individuals coming in to receive vaccines, the supply of available doses, and the capacity of their own staff to administer vaccines. Modern vaccine scheduling software can handle concurrent scheduling and is flexible enough to handle high-volume bookings, so healthcare organizations can [operate as efficiently as possible](https://www.skedulo.com/blog/vaccine-scheduling-maximizing-your-volunteers-and-resources/) as they serve their communities. **See Skedulo's high capacity scheduling in action today** ## The Pitfalls of Using the Wrong Software to Schedule Vaccines Many healthcare providers have already begun to use different types of software to manage vaccine administration and appointment scheduling. But [not all appointment booking software](https://www.skedulo.com/blog/is-your-scheduling-software-up-to-standard/) is created equal, and providers are quickly realizing that the tools they’ve successfully used in the past—like event management software, school nurse software, or even [homegrown software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/)—just can’t cut it for high-capacity vaccine administration. These technologies hinder the ability to effectively manage vaccinations in higher volume, and lead to many other challenges, too: - **Slow timeline for implementation of a system - **As the world looks to [re-open](https://www.skedulo.com/blog/reopening-economies-with-high-capacity-scheduling/) in the wake of the pandemic, time-to-implementation of a system that can handle high volumes of bookings is crucial. But software that’s not already built for this specific purpose takes many months to get up and running, causing unnecessary delays in vaccine administration. - **Unreliable systems that can’t handle high-capacity bookings - **Providers who look to scheduling tools that don’t offer secure appointment processing at a mass scale will likely run into issues of reliability. As thousands of people try to book appointments through online tools, failure of those systems (due to their inability to handle large capacity) has undermined vaccination efforts in some circumstances. - **Software that’s not user friendly - **It’s not just millennials and Gen-Z’ers who need quick and easy access to vaccine appointment bookings: Elderly groups must be able to navigate the appointment booking system and use on-site tools, if necessary, to ensure a seamless vaccination process. Solutions that require too many clicks for the end-user or aren’t available on both desktop and mobile could hinder the public’s ability to confidently and effectively schedule their vaccine receival. - **Systems that aren’t updated in real time - **If clients can’t schedule their vaccination appointments based on real-time availability of doses, they may receive a booking confirmation and show up for administration only to be turned away. On the other end, providers won’t have the [visibility to understand and manage](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) the capacity of individuals coming in, nor regulate the number of appointments booked at a given location. - **Inability to collect patient data - **Many state municipalities, counties, and pharmacies (in the US for example) must [capture and report information](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) about individuals receiving vaccinations to the FDA or CDC. This is an incredibly time-consuming, complex feat if they’re not using tools that automatically collect this data as clients book and receive their doses. - **Inaccurate appointment booking/inability to book based on actual resources - **Some providers are managing and scheduling vaccination appointments in more than one location, which proves difficult in terms of tracking availability of doses, resources, and appointments. If you only have a certain number of staff members and vaccine doses, but your appointment booking software doesn’t accurately reflect those details at any given moment, you’re at risk for overbooking individuals and having to turn them away. - **Lack of interoperability with existing systems - **If your vaccine scheduling software doesn’t [integrate with your other tools](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) (e.g. inventory management, logistics, and supply chain systems), it’s nearly impossible for your team to have a clear view of resources and capacity. This becomes even more complicated if you have multiple vaccination locations, perhaps with caregivers and staff who need to be [scheduled for shifts](https://www.skedulo.com/blog/why-you-need-shift-management-software/) at each depending on available doses, equipment, and other crucial details. ## The Benefits of Intelligent Vaccine Scheduling Software Vaccine scheduling software that’s [built for high-capacity](https://www.skedulo.com/industries/healthcare-human-services/) appointment booking and management eliminates the guesswork from the equation. Proven software capabilities help healthcare providers ensure an efficient vaccination process, along with some other key benefits: ### Provides an easy-to-use interface Your vaccine scheduling solution should enable providers and patients to easily book appointments for administration, both on web and mobile. Intelligent tools built for this purpose allow individuals to input basic information into a user-friendly app, which will then automatically determine that person’s eligibility and best location for administration based on those details. Some tools can even be easily configured to send users an email and/or text message with the day, time slot, and other confirmation details of their appointment, as well as a reminder when the time comes. An intelligent vaccine scheduling software that’s designed for every user group requires just a few clicks and short fields for appointment bookings, and provides peace of mind that they’ve successfully scheduled the vaccination. Users can confidently show up for their vaccine administration knowing they’ll receive the dose they’ve signed up for, as the tools can send multiple booking confirmations and can easily add the appointment to a third-party calendar. ![vaxscheduling](https://assets.skedulo.com/assets/2021/03/Vax-Screen-Asset_Padded@2x.png) ### Offers easy setup, management, and administration Public health officials and economic planners continue their mission to re-open our world safely, with their key focus on maintaining social distancing, avoiding massive crowds, and offering vaccines to as many people as possible. But in order to return to some sense of ‘normalcy’ in the coming months, these initiatives will require the support of tools that can get up and running quickly. Vaccine scheduling software that’s capable of tracking available appointments and resources, is flexible enough to edit that availability based on real-time information, and can be easily configured to fit provider and client needs shouldn’t take months to implement. Modern tools should offer seamless setup without extensive coding or a lengthy timeline. In a matter of weeks, providers can begin using a high-capacity solution that can easily be changed as unforeseen challenges arise. For example, they may need to set up a new vaccination location or adjust their operating hours for one or more administration sites. Perhaps they realize that the average time it takes to administer each vaccine is longer than expected. A robust vaccine scheduling solution should make it a breeze to edit the length of appointment slots to reflect this finding and give staff members the time they need to serve each client. ### Enables communication between providers and patients As healthcare professionals and clients adapt to the ways in which receiving healthcare services has evolved throughout the pandemic, it only makes sense that a vaccine scheduling solution should enable streamlined, virtual communication between the two parties. Powerful vaccine scheduling software can be easily configured to send emails and text messages to those receiving their vaccinations, so they’re always armed with the necessary information. Providers are confident that their clients are up-to-date and ready for administration, while individuals can rest easy knowing they have all the right information about their vaccination site, appointment time, what to expect, and even a QR code that allows them to safely check in once they arrive. ### Collects data from individuals who receive vaccines A key aspect of administering any vaccine is [collecting relevant information](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) so that public health officials and organizations can remain in-the-know and work proactively to ensure safety. The data surrounding COVID-19 vaccinations—i.e. personal data, data about vaccination sites, demographics, etc.—must be accurate and, perhaps more importantly, secure. An intelligence vaccine booking software solution can capture data for groups like states, counties, and municipalities who need to share such information with other groups (such as the CDC and FDA) and do so safely and securely. This data collection is automatic, so already-busy care providers and staff don’t need to waste precious time manually recording, managing, and sharing essential details. ### Ensures a reliable platform for booking vaccines At the core of intelligent vaccine scheduling software is reliable functionality that enables providers to schedule and manage high-capacity bookings without crashing or slowing down operations. Never before have we seen vaccination initiatives on such a massive, global scale, and that high volume requires a reliable system for success. With modern tools that have been developed for this exact purpose, the public has a place where they can easily book vaccination appointments based on real-time availability. Instead of worrying about whether or not their scheduling system accurately reflects resource capacity and availability, providers can focus on essential tasks, like ensuring a [great care experience](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) for individuals looking to be vaccinated. ### Ensures eligibility based on validation rules Eligibility for the COVID-19 vaccine differs between each country, state, and territory. It can be difficult for the general public to understand and keep track of whether or not they’re eligible for administration in their location. Powerful vaccine scheduling software offers an easy-to-use interface that requires users to input key information like age, location, and other criteria. Based on those details, the system can determine eligibility of the individual and enable them to register for their vaccination if they meet certain predefined requirements. This straightforward process means that those who are not yet eligible aren’t met with the frustration of registering and scheduling for a vaccination appointment, only to show up to their booking and realize they cannot actually receive the vaccine. Care providers are confident that the individuals scheduled for vaccinations at each location meet the necessary requirements, and thus availability and capacity are accurately reflected in the system at any given time. ### Safely checks in individuals as they arrive It’s crucial that individuals continue to adhere to the social distancing protocol recommended by public health officials, even as the vaccine becomes more readily available. And with so many people across the globe looking to schedule and receive their vaccines, it’s essential that vaccination administration processes [ensure safety](https://www.skedulo.com/blog/5-things-frontline-workers-want-you-to-do-before-you-go-in-to-get-tested-or-vaccinated/) for both recipients and providers. Modern vaccine scheduling software offers contactless, socially-distanced check-in through QR and confirmation codes that are sent directly to the individual’s mobile device or email. Staff members can then scan the QR code for quick, contact-free check-in, which eliminates the need for manual paperwork. These tools are also capable of notifying staff members if a person is too early (or too late) for their appointment when they scan their code, which helps keep crowding at bay. ### Handles concurrent scheduling Scheduling vaccines for such a large-scale number of people must be flexible, it’s inevitable that some recipients will cancel their appointments or simply not show up. Intelligent vaccine scheduling systems can easily handle these last minute changes and still accurately reflect capacity. Because, in many areas, there are often thousands (or hundred of thousands) of people booking vaccination appointments at the same time, it’s hugely beneficial for providers to use a system that can handle both high-volume bookings and real-time changes. ### Helps providers understand and manage capacity To ensure on-site safety and [efficient operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), providers must be able to regulate capacity based on appointments booked. Vaccine scheduling software enables them to do just that, as real-time updates help providers understand how many doses they’ll need at any given time and location based on bookings. ## What to Look for in a Vaccine Scheduling Software Understanding just how essential vaccine scheduling software is for effective management and administration is only half the battle. You’ll also need to know [what to look for](https://www.skedulo.com/blog/healthcare-scheduling-tool-checklist/) as you evaluate your solution options. Here are some must-have features of a successful tool: ### Proven success As companies seek out solutions that enable more effective vaccine distribution, management, and administration, we’re seeing new systems arise that promise such benefits. However, most of these solutions simply don’t have a proven track record, nor can they handle booking at such high capacity. These systems, in some cases, have even failed during the pandemic, as their development was rushed and their capabilities limited. As a result, individuals who were not actually eligible for the vaccine were able to book appointments, delaying scheduling for validated groups. A strong vaccine scheduling system should be built specifically for handling this use case, with [tried-and-tested capabilities](https://www.skedulo.com/blog/high-capacity-scheduling-for-vaccine-administration/) that can handle high-volume bookings, validation rules, concurrent scheduling, and more. ### End-to-end capability When evaluating vaccine scheduling solutions, make sure the software provider you land on works actively with other key partners who work directly with vaccine providers. This will ensure an end-to-end solution that covers the entire vaccine administration process, reducing or eliminating the efficiencies that threaten your success. ### Speed For some vaccine scheduling software providers, it could take _months_ to stand up a highly capable, end-to-end solution. But healthcare providers (and the public) don’t have that kind of time during a pandemic. The software you choose should already be built to handle high volumes of bookings for vaccine initiatives on a global scale, both right now and moving forward. ### Concurrent scheduling With myriad people booking their vaccination appointments at the same time, your scheduling software should be able to handle the unavoidable, real-time changes that accompany such a large scale. Be sure that you implement a vaccine scheduling solution that is flexible enough to handle concurrent bookings (and reflect resulting capacity) across multiple locations without crashing. ### Interoperability As you look for the right vaccine scheduling software for your needs, keep in mind that you’ll need it to [connect to systems](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/) that are already in place. If not, you’re at risk for creating workflow bottlenecks, data silos, and operational inefficiencies. Instead, check that the solution you’re considering offers open APIs to support the other technologies you need, with a powerful scheduling system that can be easily integrated. ### Usabiliity Vaccine scheduling software doesn’t provide any benefits at all if providers and individuals can’t easily use it. Make sure the solution you choose offers a seamless interface on both web and mobile, and is designed to be used by people in every age group. ## Vaccine Scheduling Software for Today and the Future Managing high-capacity vaccine scheduling requires intelligent, proven tools that ensure efficiency, safety, usabiility, and more. The COVID-19 pandemic has demonstrated the importance of having a reliable system in place for global vaccination initiatives, both for what the world is facing today and for the future. Skedulo offers powerful vaccine scheduling software that is proven effective for public health initiatives, with easily-configured capabilities for successful, large-scale vaccination efforts. Learn more about what you should look for in a [high-capacity scheduling solution](https://www.skedulo.com/blog/10-things-to-look-for-in-a-high-capacity-scheduling-solution/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/benefits-workforce-scheduling-business-goals/" type: "blogPost" title: "How Workforce Scheduling Helps Achieve 4 Key Business Goals" author: "Michael Booth" date: "2024-12-30" description: "Effective mobile workforce scheduling helps companies achieve key business goals like profitability, customer retention, and employee engagement." lastmod: "2026-05-12" --- # How Workforce Scheduling Helps Achieve 4 Key Business Goals Published December 30, 2024 · Updated May 12, 2026 · By Michael Booth · 8 min read Meeting business goals is a thorn in the side of many organizations. In fact, [a classic survey](https://impact.economist.com/perspectives/strategy-leadership/closing-gap-designing-and-delivering-strategy-works) states that 90% of businesses fail to meet their goals, while other research finds that 48% of leaders [fail to implement strategic initiatives to reach their goals](https://www.bridgesconsultancy.com/wp-content/uploads/2016/10/20-Years-of-Strategy-Implementation-Research-2.pdf). These trends extend to industries that rely on a deskless workforce, too, where scheduling operations can have a critical impact on a business’s ability to scale successfully. Business goals like optimizing worker productivity, improving customer service, reducing employee turnover and increasing revenue are all supported by sophisticated, efficient scheduling. In this article, we’ll discuss why and how smart scheduling benefits a business and its employees, the primary KPIs that scheduling processes can improve, and how an intelligent [field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/) platform can help. ## How effective workforce scheduling benefits employees Schedules can make or break an employee’s experience at a company — particularly for field workers who already deal with unpredictable and sometimes hazardous situations in their work. However, there are many ways that smart scheduling practices can benefit a mobile workforce and counterbalance some of the challenges of mobile work. Here are some of the most common benefits field service employees get from effective scheduling. #### Improves employee engagement Every business leader knows that it’s critical both to appropriately challenge their employees and to provide as much stability as possible. Otherwise, employee engagement levels may suffer and team members might quit. This is true in field service, too. In fact, many industries that rely on deskless workers—[trade jobs, utilities, and construction—tend to have relatively high turnover](https://www.achrnews.com/articles/152849-seven-ways-to-attract-and-retain-field-service-technicians). Part of that engagement stems from what type of work a field technician is assigned. For instance, a seasoned field worker might become bored if they’re always sent out to basic jobs that don’t challenge them. Alternatively, an inexperienced employee might feel unsupported if they’re consistently scheduled to complex, technical jobs they don’t have the training to handle. In both cases, these team members are likely to disengage. And regardless of skills and training, any deskless worker will start to disengage if their schedule isn’t predictable or changes too frequently. Though schedule changes are inevitable—[86% of field service workers deal with schedule changes at least occasionally](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/)—there are ways to minimize the disruption of these changes. Good field service scheduling practices take advantage of smart tools that account for field staff’s professional experience when job matching. Additionally, these practices should incorporate technology like automations to quickly and effectively pivot when availability or conditions change. #### Reduced stress and burnout Another benefit of solid scheduling practices is the prevention of staff stress and burnout. According to a recent poll, 31% of hiring managers say [they anticipate turnover](https://www.prnewswire.com/news-releases/one-third-of-companies-bracing-for-higher-employee-turnover-302072923.html) because employees feel overworked. Further, one 2024 report found high levels of reported [burnout in many field service industries](https://www.bbadegree.org/articles/industries-where-workers-experience-burnout-most/). Good scheduling practices can help reduce the stress mobile workers might experience. In addition to proper job matching based on skill and providing a predictable schedule—both of which are achievable with smart scheduling tools that utilize AI and automations—ensure your schedules distribute jobs fairly and evenly. Again, the right field management software makes this easy with automations and flexible scheduling rules that can identify when employees are already scheduled to capacity. ## How good employee scheduling benefits a business Of course, there are upsides of strong field service scheduling practices for the organization, too. Here are some of the most impactful benefits of efficient scheduling on a business: #### Better workforce utilization Intelligent, flexible scheduling helps ensure each person in your mobile workforce has the right amount—and type—of work assigned to them. Scheduling workflows that can automatically account and adjust for factors like employee skills and certifications and [travel time between job sites](https://www.skedulo.com/blog/multi-location-vs-fixed-location-scheduling-differences-challenges-and-solutions/) are the workflows most likely to utilize workers’ availability most effectively. That means schedulers are freed up from handling the complexities of scheduling and can spend more time on high-priority tasks. #### Provide an excellent customer experience Smart scheduling also helps your company provide better customer service. Processes like automatic, accurate job matching and route optimization mean you can quickly schedule the right employee to address customers’ needs, and employees can get to job sites quickly so that customers aren’t left waiting. Additionally, scheduling processes like self-serve booking and automated text message and email updates and reminders allow customers to handle their scheduling needs when it works for them. Together, these practices make [a significant impact on customer experience](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). #### Close more business Of course, all of these aforementioned benefits compound to help you close more business. - **Happier employees** assigned to the right jobs are more likely to perform their work at a higher standard. - **More efficient worker utilization** (by way of job matching and route optimization) means employees are able to fit more assignments into their day. - **Excellent customer service **(by way of self-serve scheduling, automatic updates and minimal to no wait time) means people are more likely to rebook or purchase additional or upsold services. #### Maintain a healthy bottom line Together, all of these benefits—both to the business and to employees—[help your organization lower overhead costs and improve profits](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). For instance, keeping employees engaged and preventing stress in their work days helps avoid [the average $4,500 price tag of replacing an employee who leaves](https://www.shrm.org/topics-tools/news/talent-acquisition/real-costs-recruitment). Meanwhile, some businesses that provided more flexible customer scheduling options by implementing an [online booking system saw a 37% increase in revenue](https://webflow.com/blog/online-booking-system-for-businesses). Specifically in healthcare, [one hospital system](https://www.healthcatalyst.com/learn/success-stories/improving-access-to-care-texas-childrens-hospital) saw an $8.6 million increase in revenue in part by improving its patient scheduling processes. And one pediatric home healthcare service provider utilized an intelligent field service management platform to see [an 84% decrease in patient no-shows, improving their earnings](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/). ## How these benefits support key business goals All of the benefits we’ve discussed above have [corresponding KPIs](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/) that most organizations track. Here are some of the primary KPIs affected by smart scheduling: #### Improve employee utilization, reduce downtime Implementing shrewd scheduling practices to support employee engagement and reduce stress and burnout can help improve metrics like employee utilization and downtime. By incorporating tools with intelligent job matching and route optimization via flexible, customizable scheduling rules, field service organizations keep staff happy and streamline operations. Customer appointments are only assigned to the technicians or employees who: - Are qualified - Are available - Are within a reasonable geographical distance relative to other job sites they’re visiting that day Managers can easily review scheduling data to ensure work is distributed evenly across the team. (And AI-enhanced systems can send proactive notifications of over-utilized or under-utilized teams and individuals.) This empowers managers to identify and address issues fast, before it leads to burnout or disengagement among staff. Additionally, smart scheduling tools are configurable for each unique setting. Rather than using predefined scheduling parameters and steps, companies can define job dependencies, workflows, and scheduling priorities that fit the work and the workforce. As conditions change, they can adjust the scheduling engine accordingly. This ensures the system is applicable and useful for daily work, while being adaptable enough to respond to workers’ feedback. #### Improve employee satisfaction and retention Conveniently, the same scheduling practices that help improve utilization and downtime metrics (smart job matching, route optimization, etc.) also help improve [employee satisfaction and retention metrics](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/). Additionally, introducing mobile-friendly functions to your scheduling solution [makes for a better employee experience](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/). Mobile interfaces can give field workers an on-the-go calendar view of appointments, with critical information about the job accessible with the touch of a button. Mobile interfaces can also clearly show communications both from customers and the back office about any schedule changes. Having these features built into your scheduling solution and workflows makes it much easier for [mobile workers to stay updated](https://www.skedulo.com/learn/demand-forecasting/) on what to expect during their workday. The more frictionless these sorts of day-to-day experiences are for employees, the higher your employee satisfaction and [employee retention](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/) scores will be. #### Improve customer service and customer retention scores By extension, many of the same benefits of smart scheduling that improve employee- and utilization-related KPIs can also bolster customer-related metrics. More strategic utilization of deskless employees through practices like intelligent job matching and route optimization, providing field workers with critical appointment info via a mobile interface, and mobile-friendly appointment updates [all work together to improve customer service](https://www.skedulo.com/blog/field-service-management-best-practices/). And better customer service scores go hand-in-hand with better customer retention scores. #### Increase profitability and revenue And of course, all of the above benefits and KPIs feed directly into performance on the critical KPIs of profitability and revenue. Together, benefits of [smart scheduling lead to a suite of financial gains](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/): - **Lower turnover and thus lower spend on hiring** (via smart job matching, route optimization, and improved, mobile-first communications and data access) - **Lower fuel costs and less fleet wear and tear** (via route optimization) - **More availability for employees to take on more work** (via job matching and route optimization) - **More repeat business and upsells** (via easy self-serve appointment booking, [automated scheduling](https://www.skedulo.com/blog/challenges-mobile-workforce/), better service due to job matching, and convenient updates with automatic, mobile-friendly appointment updates) These effects [directly impact an organization’s profits and revenue](https://www.skedulo.com/blog/5-ways-to-use-field-service-scheduling-to-drive-revenue-growth/). ## How the right FSM and scheduling tool can help achieve business objectives By now, it’s clear how significant of an impact scheduling can make on successfully reaching your business goals and KPIs. The right scheduling and field service management tool is critical to this success. Skedulo’s intelligent field service and scheduling platform offers a robust set of features and functions to help you reach your business goals. AI-powered automations optimize everything from communications with field service employees and customers to assigning the right person to the right job. Flexible, customizable scheduling rules let you create schedules that align with your business needs—now and in the future. Create custom forms, workflows, and process steps to support workers in the field, and use custom dashboards to empower managers, schedulers, and dispatchers to handle the unexpected. Plus, Skedulo’s simple, mobile-first interface makes it easy for your team to see all the scheduling and job-specific information they need to do their jobs well. Want to learn more about how Skedulo’s powerful, automated scheduling solution helps business? [See how Skedulo makes sophisticated scheduling easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/best-contractor-management-software/" type: "blogPost" title: "The Best Contractor Management Software in 2023" author: "Laura Przybek" date: "2023-07-24" description: "Top contractor management software in 2023 based on published reviews compiled from third-party review sites." lastmod: "2023-07-24" --- # The Best Contractor Management Software in 2023 Published July 24, 2023 · By Laura Przybek · 7 min read ## What are the best contractor management software solutions? The contractor workforce is growing. Over [30% of Americans](https://www.zippia.com/advice/how-many-freelancers-in-the-us/) currently freelance, and the freelance-worker economy is currently worth $[1.3 trillion](https://www.zippia.com/answers/how-big-is-the-freelance-economy-in-the-us/). Considering the breadth and depth of the skills these workers command, this figure is only expected to grow. Of course, working with contractors comes with its own set of complexities. But using a contractor management system helps companies avoid the most painful pitfalls of working with contractors, like missing customer appointments due to shifting schedules or tracking down invoices. A comprehensive platform not only eases the burden of contractor management—it saves you money, too. In this article, we’ll review the following Contractor Management Software based on published reviews compiled from third-party review sites: - Skedulo - Field Service Lightning - Zuper - ServiceTitan - Jobber - IFS - Oracle Field Service ### Skedulo **Best for: Simplified scheduling and actionable insights** Skedulo helps you [significantly simplify scheduling](https://www.g2.com/products/skedulo/reviews/skedulo-review-7791073#survey-response-7791073), gain greater control of workforce utilization, and get actionable insights from analytics. The intuitive interface makes it easy to [adjust and reschedule on the fly](https://www.g2.com/products/skedulo/reviews/skedulo-review-4510068). You can add contractor availability right into the system so you can match jobs to contractors already on the clock. Plus, Skedulo’s mobile app allows contractors to easily access their schedules, which gets updated in real-time, so your workers never miss a beat. You can even ensure that your contractors come to jobs fully equipped: Any relevant details that your contractor might need can be [uploaded into job requests](https://www.g2.com/products/skedulo/reviews/skedulo-review-5218179). Plus, Skedulo easily integrates with maps and GPS, meaning your contractors take the most effective route to the job, meaning technicians reduce windshield time whilst you cut operational costs. If you also need an [intuitive mobile app](https://www.skedulo.com/product/mobile/), then Skedulo has you covered. The app’s simple interface makes it easy for any contractor to adopt and use. The app also integrates with map apps and GPS so you can always take the most optimized route. Skedulo can also manage billing, tasks, and invoices for you, too. ### Field Service Lightning **Best for: Integrated work orders** Field Service Lightning is Salesforce’s field service management software, which is an add-on solution to their overall cloud services. With it, staff can create work orders that are integrated with accounts, contacts, and other data from the Service Cloud. This makes it easy to dispatch mobile workers, schedule contractors, and manage inventory, since all of your data lives on the cloud. Field Service Lightning automatically optimizes routes, thanks to its geo-locational and navigational capabilities. Salesforce’s analytics allows users to gain insights into their operational and employee performances, as well as other data like customer complaints. Users enjoy the easy-to-use interface that is responsive and intuitive. However, this interface can take a long time [to get-up-and-running](https://www.capterra.com/p/153526/Field-Service-Lightning/reviews/1502287/), and even longer to successfully [implement without bugs](https://www.capterra.com/p/153526/Field-Service-Lightning/reviews/2058884/). Plus, as it's an add on product you'll need to buy the basic platform if you don't already have it - so it can be pretty pricey. ### Zuper Pro **Best for: On-demand customer service** Zuper Pro is an intelligent contractor management software that lets you offer on-demand customer service. Zuper can help you save time by managing invoices, contracts, tasks, and more. With Zuper’s mobile app, you can optimize routes, send invoices, and even confirm customer bookings by SMS text. Users like Zuper’s ability to review tasks on the mobile app, as well as how responsive it is. However, [integration complications](https://www.g2.com/products/zuper-pro/reviews/zuper-pro-review-7711026) can cause reporting errors within billing systems, which might even need developer intervention to get fixed. ### ServiceTitan **Best for: Service industry** ServiceTitan is a contractor management software specifically designed for the service industry. Since it covers one industry, ServiceTitan incorporates best practices within the app, which makes it easy for you to streamline services, lower costs, and manage your business better. ServiceTitan is easily customizable to any business within the service industry, and still manages to have many software integrations available. But, if you struggle to get ServiceTitan working properly, don’t expect much from [their support team](https://www.g2.com/products/servicetitan/reviews/servicetitan-review-5098440). Many users note that, due to the size and growth of ServiceTitan, [quick customer service isn’t prioritized](https://www.g2.com/products/servicetitan/reviews/servicetitan-review-4740304). ### Jobber **Best for: User-friendly and simple app** Jobber is a user-friendly app that makes managing contractors simple. Designed for small businesses, Jobber allows you to manage contractors, optimize routes, and will even send automatic reminders to customers for you. With Jobber, payouts occur within 24 hours, automatically near the end of the month, or instantly after a job is completed in-person. The easy-to-use interface makes it simple to customize the app to your specifications. However, [the reporting](https://www.g2.com/products/jobber/reviews/jobber-review-1239039) and [automation features](https://www.g2.com/products/jobber/reviews/jobber-review-8085989) on Jobber tend to be lackluster. ### IFS **Best for: Those with needs beyond contractor management software** An enterprise resource planning software (ERP), IFS delivers cloud solutions to global companies that distribute goods, build assets, and manage operations. As an ERP, IFS is capable of far more than just managing contractors. An ERP suite can have features that range from program management and risk management to compliance and operations management. This means that IFS is far more customizable than the typical contractor management software. However, the endless customizations available come at an extra cost. Customizations might also require [help from customer service](https://www.g2.com/products/ifs-ifs/reviews/ifs-review-7864324) to implement, which could cause delays during a project. Additionally, these features are far too robust [for small businesses](https://www.g2.com/products/ifs-ifs/reviews/ifs-review-7362273). ### Oracle Field Service **Best for: Enhancing your customer service** Oracle Field Service allows you to enhance your customer service offerings. It supports you with call routing, onsite invoicing, and asset management. Plus, it integrates with its own vast selection of software, as well as third party applications. This makes Oracle Field Service significantly more customizable than other options. Users dislike the [clunkiness of the platform](https://www.g2.com/products/oracle-field-service/reviews/oracle-field-service-review-61790) itself, though. The platform also [freezes frequently](https://www.g2.com/products/oracle-field-service/reviews/oracle-field-service-review-433676), and [requires an entire system reboot](https://www.g2.com/products/oracle-field-service/reviews/oracle-field-service-review-829538) to get back online. ## FAQs ### What is contractor management software? Contractor management software is a type of [field services management software](https://www.skedulo.com/learn/field-service-overview/) for managing contracted workers that also provides special support for those workers. This could be through robust data and resource libraries, or special diagnostic capabilities for contractors in the field. For example, while you schedule multiple contractors with ease, your workers can simultaneously use the same software to access complex diagrams that they need for a remote job. Of course, a contractor management system goes beyond just scheduling workers and providing them with documents. The best software enables businesses to manage the workflow of contractors, assign tasks to certain employees, [optimize scheduled maintenance](https://www.skedulo.com/blog/scheduled-maintenance/), and even more. This means that your contractor management software keeps tasks on track for completion and lets you view their progress through the pipeline. Good contractor management software should also help organizations with document management. New and renewed contracts and field service agreements can be stored within one of these systems, as well as insurance information or 1099s. ### Contractor Management Systems: Key Features When you’re searching for the right contractor management system, there are some key features to keep in mind before you make a purchase. These include: - **Contractor database:** Ensure that the contractor management system has a database for contractor information. This makes it easy to identify the right contractor for the right task. - **Job scheduling:** A contractor management system should make your job scheduling simple. - **Billing and invoicing:** Make sure that the software you select helps calculate projected costs for projects, as well as creates invoices upon project completion. - **Reporting and analytics:** Robust reporting and analytics are a must for any software you're considering. Otherwise, you won’t be able to determine the efficiency of your contractors. - **Compliance management:** Software should help workers understand the terms of their contracts, as well as comply with any industry policies and regulations. ### What are the benefits of using contractor management software? Once you’ve purchased and implemented your contractor management software, here are some of the benefits you can start looking forward to: - **Accurate project tracking**: This type of software tracks metrics like project completion rates, project hours logged by a contracted worker, equipment and material costs, and more. - **Qualified contractors**: Contractor documents, certifications, and work experiences can be easily verified. This helps businesses put contractors to work faster. - **Multiple projects managed simultaneously**: By managing multiple projects and scheduling jobs, contractor management software reduces downtime between projects and gets more work completed. The software also lets the user adjust schedules or assign work orders to contractors quickly and easily. ### How much does contractor management software cost? The cost of contractor management software varies, depending on the size of the solution needed. The cost may also increase based on the number of employees who require access to an enterprise-wide software. This means that the cost of plans can range from a low monthly cost for one person, to thousands of dollars per month for an enterprise solution. Of course, most companies simply do not advertise the cost of their software. Rather, they simply request that interested parties reach out for a quote. _This data was compiled on June 13, 2023 with data provided by [G2](https://www.g2.com/) and [Capterra](https://www.capterra.com/)._ [Skedulo’s Field Service Management Solutions](https://www.skedulo.com/product/field-scheduling/) help businesses streamline operations for greater workforce efficiency and satisfaction, superior customer experiences, and maximum output. With cloud-based tools for automated scheduling and dispatching, route optimization, real-time communication, and more, Skedulo can help your contractor operations thrive. Learn more about the [Skedulo approach to managing contractors](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) and field service workers, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/best-place-to-work-2023/" type: "blogPost" title: "Skedulo Ranked As One Of Australia’s Best Places To Work In 2023" author: "Laura Przybek" date: "2023-08-09" description: "Skedulo was named one of Australia's top workplaces in 2023 by wrkplus.com. Learn about our commitment to diversity, growth, balance, and teamwork." lastmod: "2023-08-09" --- # Skedulo Ranked As One Of Australia’s Best Places To Work In 2023 Published August 9, 2023 · By Laura Przybek · 2 min read At Skedulo, we are incredibly proud to share the exciting news that we’ve been ranked as one of Australia’s best places to work in 2023 by [wrkplus.com](https://www.wrkplus.com/2023-best-places-to-work-list). This recognition is a testament to our unwavering commitment to creating a workplace where our employees thrive, grow, and feel valued every single day. We believe that fostering a positive and inclusive work culture is at the heart of our success, and we strive to deliver a workplace that is committed to: **Embracing Inclusivity and Diversity** At Skedulo, we firmly believe that our strength lies in our diversity. We celebrate the unique perspectives, backgrounds, and experiences of every team member. By creating an inclusive environment where everyone feels heard, respected, and valued, we encourage collaboration and innovation that drives our success. Our diverse team brings fresh ideas to the table and helps us create solutions that reflect the diverse needs of our clients and users. **Empowering Employee Growth** Our employees are the backbone of Skedulo's achievements, and their growth and development are central to our ethos. We invest in our team members by offering a range of learning and development opportunities, mentorship programs, and a supportive environment for career advancement. Our commitment to employee growth fosters a culture of continuous improvement and enables our team to reach their full potential. **Prioritizing Work-Life Balance and Flexibility** We understand that work-life balance is vital for the well-being and productivity of our team members. At Skedulo, we empower our employees with flexible work arrangements, remote work options, and generous time-off policies. This flexibility allows them to manage their personal and professional lives effectively, contributing to a happier and more engaged workforce. **Cultivating Positive Team Dynamics** Collaboration is at the core of Skedulo's success. We encourage a positive and supportive atmosphere where team members can rely on each other for guidance and assistance. Our strong sense of camaraderie creates a cohesive and motivated workforce that thrives on collective achievements and shared goals. **Making a Difference through Corporate Social Responsibility** Beyond our commitment to excellence in our industry, we also believe in making a positive impact on society. Skedulo actively engages in various community initiatives and charitable activities, encouraging our employees to get involved in giving back. We believe that contributing to the community not only enriches the lives of those we help but also enhances our team's sense of purpose and fulfillment. At Skedulo, we are immensely proud to be recognized as one of the best places to work in Australia and as we celebrate this milestone, we extend our heartfelt gratitude to every member of the Skedulo team. Together, we will continue to build an exceptional workplace that inspires innovation, celebrates diversity, and empowers our team to make a positive difference in the world. ## Related posts - [Prioritizing Wellness at Skedulo in 2022](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo-2022/) — September 12, 2022. Earlier this month, Skedulo held our second annual Wellness Week. The five day calendar of events gave us all an opportunity to re-center, engage in activities that promote health and wellbeing, and check in with the people around us. Wellbeing is an area that our CEO, Matt Fairhurst is extremely… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… - [Changing lives through community: a new initiative to inspire and empower young girls](https://www.skedulo.com/blog/changing-lives-through-community-a-new-initiative-to-inspire-and-empower-young-girls/) — November 18, 2021. Several years ago, Skedulo partnered with thought leader and founder of Girl Shaped Flames, Tanya Meessmann. We were excited to support the company’s innovative program which aims to inspire and empower young girls who wish to pursue a career in tech and similar fields. Skedulo became Girl Shaped… --- --- url: "https://www.skedulo.com/blog/better-product-empower-your-team/" type: "blogPost" title: "Want to Build Better Product? Empower Your Team" author: "Russell Adcock" date: "2018-11-12" description: "What does it take to get employees' full engagement and best performance? Your product reflects your team, so to empower one you must empower both." lastmod: "2021-09-16" --- # Want to Build Better Product? Empower Your Team Published November 12, 2018 · Updated September 16, 2021 · By Russell Adcock · 7 min read _Skedulo prides itself on designing and building an exceptional product for our customers. Meet Russell Adcock, Director of Engineering at Skedulo, as he discusses leadership and how it empowers product._ What does it take to get employees' full engagement and best performance? Traditional understandings of business leadership tells us that a successful organization is led from the top by a wildly well-informed, decisive individual who will direct their followers to success. But does this approach engage and inspire employees to do their best work each day? Absolutely not. High-performing, creative problem solvers do not want a leader who thinks they are omnipotent and gives direction on every matter. They want an opportunity to creatively solve difficult problems. So if you want to retain a team of creative problem solvers, then a top-down, one-way leadership style is not your path to success. On the Product Development team here at Skedulo, we are practicing intent-based leadership, an approach designed to give talented employees the opportunity to do exceptional work. In this blog post, I will explain what intent-based leadership is and how you could apply it in your product development team. ## Intent-based Leadership Motivates Talented Employees Intent-based leadership is about designing an environment where your team is encouraged to contribute their ideas and feel valued. It helps managers create a safe environment built on trust where your team feels motivated and inspired to do great work. Intent-based leadership gives control and decision-making power to the people in your company who have ownership over the information that is most directly needed to meet goals. Giving up control can be scaryーit was for me initiallyーand can feel counterintuitive. When leadership has been largely defined as making decisions on other people’s behalf, it almost seems like a cop-out to delegating such important tasks. But if you want to be an effective leader, you need to delegate authority, not just actions. Giving others the decision-making power they’d normally expect you to guard allows them to stretch their skills and practice adapting to new situations. If you’ve embraced intent-based leadership, you can delegate authority and still sleep well at night knowing your people are equipped to make sound decisions. Leaders cede control to create more leaders. This all sounds wonderful in concept, but the challenge of course is applying this idea to your organization. Here are some of the approaches we’re implementing here at Skedulo. ## Giving People More Control The first step to implementing intent-based leadership is to simply change your language. For example, if one of my team members says, “Tell me what to do,” I resist the urge—and demand—to provide a solution. Rather, I ask the employee, “What do you think you should do?” This puts the ownership of the decision with the employee and forces them to use their judgment, in turn growing their own critical thinking skills. The second step is to make it safe for your team to dissent. For example, in your regular team meetings, if you want honest answers and productive conversations, ask your team to express their ideas first, before you state your point of view. Put yourselves in the shoes of an employee who wants to build great product and be successful in their career. How likely are you to raise your hand and disagree with your boss after you just heard their opinion? Don’t put your employees in a position where they have to disagree with you to offer their ideas. Be curious and ask questions about their ideas before giving your own thoughts. When assigning tasks to your team, specify the goal, not the method! ## The Ladder of Leadership You can assess where each of your team members are in relation to the Ladder of Leadership (see below) and also assess where you’re at as a leader. Give it a try, and see if you can advance your team up the leadership ladder! ## Certify, Don’t Brief When decision-making authority is delegated, technical knowledge at all levels takes on a greater importance. Don’t just tell your team what to do, help them to learn what they need to do so they can make the correct decisions even if you’re not available. I’m not just talking about sending all your team off on expensive training courses, rather create a learning culture where learning happens everywhere. At Skedulo, we are formalizing our training and development plans, running regular brown bag and lightning talks, systemizing our employee on-boarding process, and conducting cross team showcase demos at the end of each sprint. Recognize and reward those who contribute to your learning culture to encourage others to follow suit. ## Guiding Principles for Decision Making Intent-based leadership is not a free for all! Help your team consistently make the right decisions by providing guidelines over rigid processes. You still want your team to have the freedom to make decisions rather than follow a 20 point checklist. For this to work, ensure your guidelines are documented, visible and understood. Examples of our guiding principles are: sprint cadence; expected agile ceremonies; definition of done, definition of ready; release process; Hot-fix policy; PIR policy, etc. Having these defined helps with employee onboarding and clarity as your team expands. This will also give you confidence that your team is equipped to make the correct decisions. ## Build Trust Listen first, speak last. Get to know your team, create a connection with them. Don’t hide away in an office; make yourself approachable; sit with your crew! Go out to lunch and share a meal with them, talk about topics other than work. Build trust by getting in and doing parts of their job occasionally so you can see the issues they face day to day. This will help you develop empathy for your team and build trust. ## Recognition You want an environment where your team strives for excellence and not just trying to avoid errors. If an employee is doing a great job, don’t wait until their next one on one to let them know, tell them now! Give them immediate recognition and be specific. Public and immediate recognition of a job well done reinforces the desired behaviors across the team. At Skedulo we’re running a number of initiatives to reward and recognize our employees such as; Company-wide employee of the month program where employees are nominated by their peers; Biannual Hack Days where our teams self-organize, choose what to work on and how to do it; Gamifying our technical and design debt on our backlog, rewarding work completed. “Play” is important at Skedulo, these initiative’s help break up the grind of shipping feature after feature, and allow us to experiment with different approaches to solving problems. ## Speak Out Loud If more people are empowered to make decisions it can be hard to keep track of what’s going on. Transparency is key; this doesn’t have to be a heavy process, it can be as simple as a Slack notification on a team channel. For instance, when our DevOps Engineers make a configuration change on our systems, they notify our Slack development channel of their intentions and follow up with another notification when the changes have been made successfully. This gives the rest of the team visibility into what is going on and a chance to ask questions if they have concerns. The same goes for our releases, we have empowered our teams to manage their own deploys to production. We have defined guiding principles that make it clear what is expected to make a successful release. A big part of these guiding principles is again transparency, communicating within our business about their intention to release, generating content for our release notes and providing status updates when releasing to production. ## Wrapping Up As a manager in the leader-leader approach, you give up control yet still retain full responsibility. Empowering your teams in one of the most important things you can do as a manager, not only will it decrease your stress (in time), it will allow you to work more _on_ your team rather than in it. At times you may feel there is little or no improvement - keep working on it! Continuously and consistently repeat the message; in person, via email, on Slack. Eventually, these messages will start to stick. We’re still working on this here at Skedulo too. In the few short months, we’ve been applying this approach, I’ve seen great improvement in our team around ownership and morale. The majority of the concepts in this blog post come from the book _Turn the Ship Around - L. David Marquet. _I have personally found this book influential in changing my thoughts about leadership. I highly recommend reading this if you’re looking at new ways to boost productivity and morale in your team. Remember… leadership is a choice, not a position. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/brand-refresh/" type: "blogPost" title: "Refreshing a Brand with Good Bones" author: "Janu Flores, Sr. Director of Global Brand" date: "2022-09-28" description: "First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding d…" lastmod: "2022-09-28" --- # Refreshing a Brand with Good Bones Published September 28, 2022 · By Janu Flores, Sr. Director of Global Brand · 4 min read ## First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding _doesn’t matter_ if intent doesn’t come through. Although there’s always a certain amount of subjectivity to how a brand is received there is no denying feedback patterns. Much like in UX design, if users keep clicking on the wrong button, then there’s something wrong with the design and not the user. So the first step I took when I joined Skedulo back in January was to ask a sampling of friends (a fair amount of non-designers included) to tell me what they thought of the brand after taking a minute to browse Skedulo.com. I wanted to see what repeated themes came up and overlay those with my own observations as someone with experience building successful brands in the B2B space. ## Digging deeper Taking a step back, one of the reasons I joined Skedulo was that I had a great conversation with our CEO, Matt Fairhurst during the interview process. Matt has a background in design and it was clear during our talk that he cared deeply about design and brand—while  also being open to change _if_ there were logical reasons for it. I had a feeling there had already been some underlying work done from a brand perspective so I began to collect and study available brand artifacts. I was pleasantly surprised that a lot of the thinking behind the brand—from values to tone of voice—were all very well thought-out, and most importantly, felt genuine to Skedulo. ###### _Old Brand Guidelines contained a lot of solid foundational brand work._ ## A brand with good bones I’m personally not a fan of just rebranding for the hell of it—and even if some level of rebranding is in order there’s always a question of ‘how much?’ If you’ve ever been involved in a house remodel, then you’d know that the job is going to be quite a bit easier if the building is structurally sound—which is exactly how I found the Skedulo brand. After digesting and synthesizing all the data points from both internal and external sources, it was clear that there was definitely room for improvement as far as execution—but the brand’s framework was structurally sound. ## Modern “digital-first” branding There’s a lot of traditions and conventions in the brand design space that’s been held over from a different time—or at least for different types of clients. For example, for most tech companies, 90% of your brand touch points are digital. If that’s the case, why would you confine your brand color to Pantone colors that are optimized for print? Doing an effective brand refresh meant effectively contextualizing the space your brand lives in. ### 01. Animation and kinetic potential With our north star being digital-first, it only made sense to prioritize animation. The old Skedulo logo was an S made up of “swim lanes”—a feature of the product that gave users an easy-to-read view of their team’s schedule. This was a great concept that was executed quite subtly that I knew I wanted to amplify. A big step was figuring out how to effectively get the Skedulo S out of its cage and unlock its potential. Once we figured that out, the brand refresh really took flight—providing us with a graphic element that was recognizable yet highly flexible. ### 02. Color for screens Obviously color is extremely important to a brand. For a retail giant like Target for example it’s paramount that they pick a color they can recreate consistently throughout their stores. For a digital first, B2B brand the considerations are slightly different. We picked a brand blue that had a bit a little more vibrance than what could be produced in print, opting to start our design exploration where our brand would mostly be seen—phones and computer screens—and then getting as close as we could in print, instead of the other way around. ### 03. Typography for scale Much like color, a lot of incredible typefaces are optimized for print. Some unfortunately, with very complicated license agreements based on users or seats. I love expensive typefaces as much as the next designer, but again what’s most important here is context. Tech companies at certain stages of growth can be very fast-moving with small design teams. With brands, we can all agree that consistency is key—and with design teams being heavily prioritized, the reality is a lot of non-designers will have to make brand touch points like docs, slides, etc. Saying that, it becomes increasingly important to make decisions on type based on screen optimization, company distribution, and troubleshooting. ###### _Since we chose typography using a digital-first lens, we didn't have to compromise and choose alternate fonts when designing a presentation template that will ultimately be used company-wide._ ## Brand is storytelling At the end of the day, branding is less about design minutiae (although we pored through a lot of it) and more about telling a memorable story. One of the tent-pole projects we developed concurrently while working on the brand refresh is an overview video that both told the Skedulo story and hinted at the potential of the visual branding. This is just the tip of the iceberg and I can’t wait for what we do next. [Watch the video](https://www.youtube.com/watch?v=uTXyQs8_2CY) ## Related posts - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… - [Evolving Deskless Productivity](https://www.skedulo.com/blog/evolving-deskless-productivity/) — July 22, 2022. Managing a large, mobile workforce to successfully deliver complex jobs is no easy feat—let alone being able to do it in the most cost effective, productive and efficient way. Historically, a lack of purpose-built software solutions has done little to assist, even as the numbers of deskless worker… --- --- url: "https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/" type: "blogPost" title: "Build vs Buy: Mobile Workforce Management Software" author: "Bartek Woroniecki" date: "2023-11-01" description: "Should you build or buy software? Consider goals, in-house expertise, budget, timeline, and technical needs to make the right decision." lastmod: "2023-11-03" --- # Build vs Buy: Mobile Workforce Management Software Published November 1, 2023 · Updated November 3, 2023 · By Bartek Woroniecki · 11 min read Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that [only 33% of workers](https://www.ibm.com/topics/mobile-workforce) are tied to a specific location, like a central office, mobile workers make up most of the global workforce. Companies need to consider the unique requirements of [mobile workforce management software](https://www.skedulo.com/learn/mwm-overview/) in the decision-making process: a mobile-first UX design, offline functionality, and GPS features. There are some overall advantages and disadvantages of building your own software, although the situation will vary based on the type of work performed, the target market, and the makeup of the workforce. Read on for a guide to building vs. buying enterprise software. ## Buying software: pros and cons When you consider the total lifetime costs of software, buying tends to be much more affordable than building in-house. Outsourcing the process of building, maintaining, improving, and securing an enterprise-grade platform to a SaaS provider allows companies to focus on their core business, rather than software development. As technology becomes more complex, so does commercial workforce management software. The cost of innovation is amortized across a large customer base, giving each customer advanced features at a fraction of the true cost. For example, field service companies can [use AI to improve scheduling](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) without employing experts in AI and machine learning. That being said, there are certain situations in which buying software is not the right fit. A mobile workforce management company with a particularly unique and complex use case may need a custom solution to meet its needs. If the company has a large budget for software development and IT support, a highly skilled team, and capacity to spare, it may be well-equipped to take on such a demanding software project. ### Buying Software - PROS - More affordable and predictable lifetime cost - All-in pricing includes support, maintenance, innovation and improvements - Easy to scale up (add users) as the business grows - Can be deployed in days or weeks - Established standards for uptime and reliability - Enterprise grade security and compliance built-in, including HIPAA and GDPR - User community and thorough software documentation - Live IT support for company managers and mobile workers - Access to advanced features (e.g. AI) at a cheaper rate than building them in-house - Often compatible with other major software providers out of the box - Providers have commercial imperative to deliver reliable, secure, innovative platform ### Buying Software - CONS - Less control over software roadmap, outside of customer advisory boards and feedback mechanisms - No control over the prioritization of bugs and fixes (although SaaS providers are motivated to fix bugs for all customers ASAP) - Less control over UI framework, integrations, and back-end configuration - Must pay subscription fee or lose access to software Consider an example: A telecommunications company with a mobile workforce in the UK is struggling with its mobile workforce operations. Technicians are missing appointments, customer ratings are low, and back-office staff is overwhelmed by phone calls from customers and workers. The manual note-taking and scheduling system isn’t working anymore — it’s time to buy or build a software platform to improve operations. Company leadership starts the decision-making process: 1. **Take inventory of software development and IT resources** - they have an IT team, but not enough bandwidth or expertise to take on a project this large; they would need to increase headcount 1. **Define the problems to solve** - inefficient [workforce scheduling](https://www.skedulo.com/blog/workforce-management-scheduling-strategies/) practices and poor communication that is dependent on phone calls 1. **Consider the future **- they want the company’s immediate focus to be increasing technician utilization and completing more appointments per week, with a long-term goal of increasing the size of the technician workforce The UK telecom provider has a small software dev team, a solvable set of challenges, and their main business goal is efficiency. Revenue should go toward the long-term goal of company growth—not creating and maintaining in-house software. In this situation, it is best to **buy** mobile workforce management software. Buying allows the company to deploy the software quickly and start realizing [operational improvements](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) sooner. **Ready to make your entire team more effective?** ## Building software: pros and cons Building your own software gives you the utmost control over the software and maximum flexibility to make changes. It is a good fit for companies that are comfortable in the software development space and want to make their proprietary software a competitive advantage. However, building software is more challenging, expensive, and time-consuming for most businesses. It requires more time to get up and running, so it is not a good fit for solving urgent problems. It requires a wealth of internal expertise, which may involve hiring specialized roles or outsourcing certain tasks—the thing you wanted to avoid in the first place. Once deployed, the software will need ongoing support, maintenance, and innovation from in-house developers and support staff. ### Building software - PROS - Full control of software roadmap and release dates - Ability to stand out from competitors, if software is significantly better than commercial offerings - Maximum customization of features, visual design, UX, and integrations - Full control of development and support priorities (e.g. bug fixes, version control, etc.) - Software becomes intellectual property that can be retained and used long-term ### Building software - CONS - Requires months or years of staff time to build, launch, and sustain - Total cost of planning, building, testing, and maintaining the software is high and unpredictable - Ongoing budget required for maintenance, innovation, documentation, QA, and support - Requires highly skilled internal team of architects, engineers, testers, analysts, and support staff - Often requires hiring additional staff - Hard to meet the extremely high user expectations for enterprise software - Must scale up the platform infrastructure as the business grows - Employee turnover results in losing institutional software knowledge - High opportunity cost of building software instead of focusing on other business priorities - Proprietary software necessitates more staff training, as skills from other employers do not transfer - Must create and negotiate integrations individually (e.g. create custom integrations and pay for API calls as needed) Consider another example: A B2B software support company employs technicians who travel to commercial locations to install, update, and troubleshoot advanced software for business clients. However, the app that technicians use in the field does not connect to the CRM, so technicians arrive unprepared—especially for last-minute additions to the schedule — and repeat visit percentage is too high. The company needs a new way of keeping mobile workers informed. Company leadership starts to weigh its options: 1. **Take inventory of software development and IT resources** - due to the nature of the business, the company has a large and highly skilled team of developers, analysts, and IT support 1. **Define the problems to solve** - technicians need better resources and info in the field delivered via an app they want to use 1. **Consider the future **- eventually, the company wants to expand their business to licensing software to other companies The B2B software support company has a strong investment in software development, a talented team, and company goals that hinge on excellent proprietary software. In this situation, it is best to **build** mobile workforce management software — if the company has enough bandwidth for the project. This way, they can build a proprietary platform to the company’s exact specifications, with full control over features, branding, support, security, and innovation. ## Key factors in the build vs. buy decision The build vs. buy equation is unique for each company based on their business realities: budget, timeline, mobile workers’ needs, customers’ needs, in-house software development capabilities, and the type of service provided. Keeping in mind the unique nature of your business, consider these five factors in your decision: ### 1. Company goals Company goals should be the starting point of any build vs. buy decision. Consider the near-term goals and the long-term vision of the company, and think through the software features needed to reach those goals. Mobile workforce management software can help achieve goals like increasing the number of appointments completed, [improving customer satisfaction](https://hbr.org/2023/03/using-technology-to-create-a-better-customer-experience), [increasing employee engagement](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/), and increasing the first-time resolution rate for your mobile workforce. As you vet software providers, consider the features they offer and how they might fit into company goals. For example, take a field service company with a goal to improve the [sustainability of field operations](https://www.skedulo.com/blog/how-field-service-organizations-can-reduce-their-carbon-footprint/). A software provider offers intelligent scheduling with route optimization built-in, a feature that [68% of field service companies](https://fieldserviceeu.wbresearch.com/landing/field-service-bmr-2023) say is the top priority for their sustainability program to reduce miles, visits and CO2 emissions. If you can accomplish that element of your sustainability program with a SaaS platform, you can save time and resources to focus on other sustainability wins. - _**What are your short-term goals?** What software features do you need to accomplish those goals?_ - _**What are your long-term goals? **What software features do you need to support that vision?_ - _**Do those goals lean toward building or buying? **How does a large software dev project fit into your goals? What about ongoing support and innovation? Would buying software free up time or resources to focus on other goals?_ ### 2. IT and software development capabilities Consider the size and expertise of your team. Building software in-house requires engineers, designers, UX experts, integration specialists, security experts, and technical support. Some of these roles will be needed long-term, while others will only be needed in the design and launch phases. If the expertise does not exist in-house, the company will need to hire and train new staff members. Buying software will still require some technical support, but the number of people (and amount of expertise) required is much lower. A SaaS platform has many other users, which means bugs are often reported—and even resolved—before your company is impacted. If you don’t have enough developer support, or you need them to be available for other work, buying mobile workforce management software is usually the best fit. - _**What is the capability of your software team?** Does your in-house team have the experience and expertise to build a mobile workforce management system? How will the team ensure the design is driven by company goals and feedback from mobile workers?_ - _**What is the size of your software team?** Do you need to hire additional staff to handle the influx of work? Do you need to hire specialized roles? Who will be responsible for maintenance and bug fixes?_ - _**Do you need bandwidth available for other work? **Are there other projects that need to be addressed? If so, what is the plan to split responsibilities among platform development and other work?_ ### 3. Budget The cost of buying software is an upfront implementation fee plus a recurring subscription fee, often based on the number of users. This subscription cost may increase slightly over time, based on new features and/or increased costs on the provider’s side. The [total cost of building software](https://digitalprinciples.org/resource/howto-calculate-total-cost-enterprise-software/), however, is more complicated. First, consider upfront investment costs of the project: hiring, project management, planning, software development, UX design, testing, change management, hosting, rollout, etc. Next, consider the long-term costs of being a software provider: maintenance, testing, troubleshooting, quality assurance, documentation, outage prevention, security, new feature development and deployment, and user feedback monitoring. In many cases, the price tag for the build _itself_ is not overwhelming—but the long-term costs are too high. Building something in-house means taking responsibility for troubleshooting every issue, fixing every outage, and deploying every new feature. If funding for the maintenance and innovation of the tool is lacking, the software will lag behind competitors and put the workforce at a disadvantage. For _highly_ specialized or genuinely unique use cases, building software in-house delivers ROI that commercial software cannot. But for most businesses, buying achieves better ROI faster. - _**What is your immediate budget for this project? **What is the budget for the launch of the software?_ - _**What is your ongoing budget for this project? **What is the budget for ongoing software maintenance, IT support, QA, feature development, professional development, and feedback collection? Will this budget be guaranteed for the life of the software platform?_ - _**Does this spending align with company priorities? **How does this expenditure fit into the larger business and budget?_ ### 4. Timeline Buying software is nearly always faster than building software. Even when you factor in the time required to customize commercial software and set up necessary integrations, implementing a SaaS solution is still much faster than creating and deploying a custom-built solution. If there is any urgency in deploying a mobile workforce management system, a pre-built platform is usually the better choice. If you have plenty of time to solve this problem—and can dedicate significant resources to it for the foreseeable future—then you can afford to build a custom platform. - _**How long will each approach take? **Based on the scale of the problem(s) you want to solve, how long will it take to build your own solution? How long would it take to select and deploy a commercial mobile workforce management software?_ - _**How long are you able to wait to solve this problem? **How long can you afford to spend fixing the underlying issues?_ - _**What are your other business priorities?** Do you have other high-priority projects in the works that also need software developers’ time? If so, how will you prioritize this work so other critical business functions can continue?_ ### 5. Technical needs Consider the complexity of your use case. Define [the requirements of your software](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/), including features, availability, support, network usage, offline functionality, integrations, security, compliance, AI, and more. Think about both current and future needs. The software platform that you build or buy must keep pace with the expectations of workers and customers over time. Poor software can hurt the employee experience, while excellent mobile workforce management software can [increase employee engagement and retention](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/). - _**What are the software needs of the organization? **What features are needed to fulfill current operations?_ - _**How will the software need to evolve? **What features will be needed in the future?_ - _**How well do the needs of the business align with the skills of your team?** Is your in-house team equipped to deliver what the business needs? If not, is there an existing software that can fill the gaps?_ **Compare Skedulo to building your own software** Building or buying new software is a major decision that affects the company, mobile workers, and customers alike. Think carefully about the time, money, and energy that your company can put into software development vs. other company priorities. Leading software can help you reap the benefits of great mobile workforce management—without the stress of building, securing, and supporting the software for years to come. Skedulo is a trusted mobile workforce management platform that has enabled millions of successful appointments around the world. Skedulo offers powerful features for every user: match the right mobile worker to the job, communicate with workers in the field, optimize team schedules, and deliver the best route between job locations. With the [Lens API](https://developer.skedulo.com/skedulo-api/) and [integrations](https://www.skedulo.com/integrations/) with top providers of other mobile workforce tools, businesses can customize and extend Skedulo to fit their business needs and workflows. Skedulo also offers user-friendly dashboards so managers can track KPIs like jobs completed, customer satisfaction, and workforce utilization. See why [Skedulo is a leader in field service management](https://www.skedulo.com/customers/g2-leader/) and how it compares to building your own in-house platform. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/" type: "blogPost" title: "Building Technology for Frontline Workers: Best Practices and Where Tech is Headed" author: "James Huddleston" date: "2025-01-15" description: "Frontline workers need tools that are purpose-built for deskless work. This requires technology that is engaging, accessible, and strategically deployed." lastmod: "2026-05-12" --- # Building Technology for Frontline Workers: Best Practices and Where Tech is Headed Published January 15, 2025 · Updated May 12, 2026 · By James Huddleston · 7 min read Frontline workers represent your company and value proposition to customers. Technicians, delivery drivers, therapists, home health workers—in every industry, the right technology empowers workers to deliver the highest-quality service. But what makes technology “right” for frontline workers? Read on to learn more about what workers need from their tools and where technology is headed. ## Key Principles for Frontline Tech **01 Accessibility **When it comes to frontline tech, one of the first barriers to overcome is accessibility. If the system is hard to get to, workers won’t engage with it. And when there are hundreds and thousands and tens of thousands of workers, these problems become very hard to manage with most mobile applications. **02 Engagement **Mobile apps need to engage frontline workers. This goes well beyond the basics of where you're going, what specifically you're doing, who you're doing it for, and how to get there. It’s about asking questions like: - How do workers interact with data that's really important to their job? - How do staff interact with coworkers who are assigned to the same job, region, or service line? - What workflows are most important for executing work in the field? **03 Mobile-centricity **In the past, companies looked to adapt desktop-native platforms for workers in the field. But now—and going forward—it’s about creating mobile-first platforms that fit the entire lifecycle of frontline work. This requires mobile-friendly forms, customer signatures, one-click access to other data sources, and easy communication tools. Making the experience mobile-worker-friendly starts with core business processes. But it also includes staff communication, support, and workforce development. For example, training for frontline workers must be easy to deliver and consume via mobile devices, and it must be engaging enough to drive completion. ## Building a technology strategy for the frontline For companies with a large mobile workforce, technology strategies typically fall into two categories. Some companies have **no technology strategy**: workers are still using spreadsheets, paper, whiteboards, or massive Excel spreadsheets for scheduling. But more commonly, companies have **a disjointed technology strategy**: there are devices and applications in use, but the experience is poor. In a disjointed technology environment, frontline workers have to switch between unstructured data in email, SMS, WhatsApp, and multiple disconnected systems of record. They navigate multiple apps that serve distinct functions in the workflow, which creates a disconnected and frustrating experience. To build an effective tech stack for the mobile workforce, consider these components: #### Physical devices First, it’s important to be clear about the constraints and commitment of physical devices for your mobile workforce. For example, in some unique cases, frontline workers may not be able to use a mobile device—perhaps they need to interact with physical hardware or a point of sale system, or maybe they’re switching between a large, fixed screen and a mobile device. Take stock of [the needs of your specific workforce](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) and the service(s) being provided, and keep those needs in mind when building your strategy. From there, consider key inputs like: **01 Governance, compliance, and security:** This is critical when considering [bring-your-own-device (BYOD)](https://www.edume.com/blog/byod-policy) or company-provided technology. Any mobile workforce technology needs a strong foundation of compliance, security, and role-based access. **02 Primary functions and systems of record:** Determine the most important applications for your company’s workflow. Specifics may vary, but all frontline workers need easy access to schedules, job details, customer info, safety tools, and communication features. **03 Integrate and incorporate adjacent systems:** Complement primary systems by pulling in data from other sources: staff training systems, equipment manuals, best practices, and so on. #### Software, apps, and systems Be pragmatic about the technology your workers need to interact with, and consider the practical realities of using these tools. What are the primary systems of function and record for **mobile workers**? What about for **schedulers** and **dispatchers**? How about **finance**, **customer service**, and other departments whose work depends on frontline workers’ customer interactions? To start, make sure frontline workers can easily answer the most important questions: - Where am I going? - What am I doing? - Who am I doing it for? - What do I need to know to execute my work? From there, you can focus on simplifying the handoff points. Workers need to find and use info from various sources, e.g. CRM, equipment database, safety reference, best practices, and more. When a job is complete, next steps depend on easy access to customer forms, invoices, and follow-up communications. The more seamless these transitions can be, the more likely workers are to engage with the technology and get true value from it. #### Ease of use More and more frontline workers want to, expect to, and need to interact with systems from the palm of their hand. [Skedulo research found](https://www.skedulo.com/learn/deskless-workers/) that frontline workers with sufficient technology are more likely to say their jobs are very autonomous (42%) and very flexible (42%). They’re also more likely to be very satisfied with their job (44%) and plan to stay for the next five years (35%). But mobile work is complex, and no single system can do everything. Scheduling, dispatching, optimizing routes, referencing equipment specs and manuals, training staff, reviewing customer histories, collecting payments—effective mobile workforce tech needs to support a variety of functions. More and more, companies are looking for **connected, interoperable, customizable **technology they can connect and adapt for their needs. This allows companies to benefit from best-in-class mobile technology, while still customizing the workflow for their own service(s), workforce, and market. #### Invisibility In today’s mobile work landscape, it’s important to make technology feel “invisible”—seamlessly integrated into the workflow, reducing friction, and supporting frontline workers in doing their jobs more effectively. As the customer-facing representatives of your company and your value proposition, mobile workers need tools that give them more time, capacity, and enablement to do the work they were trained to do. The key to achieving "invisibility" in technology is how these different systems hand off to each other. When frontline workers have to manage several different applications on a mobile device, it creates a major cerebral load. By integrating various applications into one mobile-friendly workflow, companies create a much better experience for their workforce. ## The future of technology for frontline workers In the future, look for increased adoption of AI-enhanced tools for frontline workers. AI can [meaningfully improve field service operations](https://www.skedulo.com/learn/ai-agents/) when used to: - **Optimize field operations **- automate common tasks and reminders, deliver the ideal route between job sites, and use smart scheduling and job matching - **Analyze service data at scale **- monitor productivity and other KPIs, flag outlier data points, and analyze profitability and efficiency of specific work types - [**Develop staff skills**](https://www.skedulo.com/learn/field-service-knowledge-management/) - deliver personalized training plans, identify coaching opportunities, and help newer workers learn from experienced and highly-skilled teammates [Moving into the future](https://www.skedulo.com/blog/this-year-in-ai/), AI will be more commonplace—but perhaps less visible than before, as the hype fades and AI becomes another tool in the advanced software toolbox. AI models will improve their quality, consistency, and reliability, and companies will pursue customized enterprise AI models where possible. Also look for new technologies emerging in specific industries and verticals. In healthcare, for example, providers will need to continue to [monitor and incorporate emerging technologies](https://www.skedulo.com/blog/emerging-healthcare-technology/) like digital therapeutics, remote patient monitoring, extended reality, and more. As these tools get better and more widespread, companies will need to factor in the needs of frontline workers when adopting these tools. Lastly, technology will continue to evolve to handle [the most complex field service work](https://www.skedulo.com/resources/managing-complex-field-service-work/). Frontline tech must be robust and flexible enough to manage multiple stages of work, job dependencies, and specific expertise and qualifications required for each component. ## How Skedulo approaches frontline tech Ten years ago, Skedulo identified the need for a productivity platform for mobile work. When building the initial product, we heard three clear themes from frontline workers: **01 Frontline workers are often highly skilled, trained, and well-equipped** to do the work they need to do. Technology can be an accelerator to productivity, allowing them to optimize their time and productivity and build meaningful customer relationships. **02 Job satisfaction is crucial.** When frontline workers are highly satisfied, they are more engaged and more likely to deliver the excellent service they are capable of. Technology can improve engagement and connection for workers, especially for workers who are often isolated by the nature of their work. **03 Technology is now a key factor in employee retention.** The technology stack and how workers are enabled in the field are increasingly important in employment choices. At a time when workforce turnover is a major challenge, the right technology can [help attract and retain talented workers](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/). Today, these themes remain largely the same, but with more nuance. The availability of technology is not enough anymore—the quality of the experience matters. Mobile workers expect a great experience from all of their technology, including their field service tech. We have continued to build up Skedulo with the frontline workers’ experience at the center. The platform is designed for productivity and engagement through the whole life cycle of the frontline workers' day, particularly when they're highly mobile. ## Request a Skedulo demo for your mobile workforce Skedulo is an operating system for the way companies manage and organize people and their time, skills, capabilities, and constraints. With [native integrations and API connections](https://www.skedulo.com/integrations/), companies can bring intelligent scheduling and workforce management to their existing tech stack. Connect Skedulo to systems like Workday, NetHealth, eduMe, and many more to create a seamless, worker-friendly experience. To see what Skedulo can do for your frontline workers, [request a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/california-selects-skedulos-high-capacity-scheduling-for-covid-19-vaccine-administration/" type: "blogPost" title: "California Selects Skedulo’s High Capacity Scheduling for COVID-19 Vaccine Administration" author: "Matt Fairhurst" date: "2021-01-26" description: "With Salesforce and Accenture, Skedulo was chosen as the high capacity scheduling system for California's COVID-19 vaccine administration program." lastmod: "2021-01-26" --- # California Selects Skedulo’s High Capacity Scheduling for COVID-19 Vaccine Administration Published January 26, 2021 · By Matt Fairhurst · 1 min read Today I listened to the governor of California, Gavin Newsom, describe Skedulo as “one of the more interesting startups here in California.” I am beyond thrilled to share that, with Salesforce and Accenture, Skedulo has been chosen as the high capacity scheduling system of choice for the State of California’s vaccine administration program. With the roll-out of this program, residents of California can visit [myturn.ca.gov](https://myturn.ca.gov/) to find out if they are eligible to receive a COVID-19 vaccination and schedule their vaccination appointments. If a resident is not eligible at this time, they will be registered and will be notified when they become eligible to receive a COVID-19 vaccination, and at that point can schedule their appointments. The team at Skedulo has been working day and night over the last 10 months to adapt our core mobile workforce management solution to fit COVID-19 testing and vaccine administration scenarios that have never‑before seen requirements around scale. This recent launch with California’s My Turn program, builds on our success with [High Capacity Scheduling](https://www.skedulo.com/product/field-scheduling/) for COVID-19 Testing at [BioReference Laboratories](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/), who are using Skedulo to provide testing appointments for the NFL, NBA, Major League Soccer, the New York City Department of Education, and others. What still stands true, as it did in March when we started working with organizations around COVID-19 testing, is that our goal is to help and support the individuals and groups on the frontline battling this pandemic. And we are doing that in the best way we know how, with our technology. I am so proud of the Skedulo team, and with similar conversations currently taking place with additional states, provinces and countries around the scheduling of testing and vaccination appointments, I know that our work is not yet finished, and we will continue to be a partner, advocate, and champion for these public and private health organizations. [Watch the video](https://youtu.be/O0MRjtslGXU?t=1520) ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/case-study-successfully-meet-growing-demand-need-right-solution-partner/" type: "blogPost" title: "Case Study: To Successfully Meet Growing Demand, You Need the Right Solution Partner" author: "Aya Fawzy" date: "2016-07-31" description: "See how Skedulo helped HealthStrong turn multiple disjointed systems into one streamlined, powerful, HIPAA-compliant scheduling system." lastmod: "2020-05-20" --- # Case Study: To Successfully Meet Growing Demand, You Need the Right Solution Partner Published July 31, 2016 · Updated May 20, 2020 · By Aya Fawzy · 2 min read I’m always amazed to see the creative methods clients used to manage their mobile workforce before they found Skedulo. The case of HealthStrong is a great example. This health care company was able to coordinate 50,000 advanced medical treatments all across the country, and they handled this daunting task with an Access database, a series of modified spreadsheets and schedulers with incredible memories. However, HealthStrong could clearly see that this stopgap solution couldn’t last. The demand for health care services for older Australians is accelerating at an unprecedented rate. Based on their research, the NHMRC forecasts that the combined number of planned residential facilities and home care services for the aged will grow by 159 percent through 2022 and then grow by 190 percent in the decades that follow. HealthStrong is in an excellent position to capture a significant portion of that market as long as they can maintain quality while majorly ramping up the quantity of their service calls under management. In terms of its leadership and the capabilities of its multilingual healthcare practitioners, HealthStrong was fully prepared for rapid growth. The missing piece of the puzzle for them was the technology to hold it all together and scale up as rapidly as the demand. There was a hard limit to how much could be done with only memories and spreadsheets in the face of expanding complexity. The other problem was that due to the incredibly detailed nature of aged care and the security requirements around patient information, an off-the-shelf solution would never work for them. HealthStrong recognized early on that the wrong mobile field management tool might end causing more trouble that having none at all. There was no time to wait, but they had to get it right the first time. They decided that they had to bring in a field scheduling partner who was willing to work with them and craft the most effective solution. At Skedulo, we took the time to fully understand their industry and their current needs. Then we helped them plan for the rush of future growth in the mobile-allied healthcare service industry. [**Download**](https://www.skedulo.com/customers/healthstrong/) the full case study to get the inside story on how this healthcare giant solved the challenge of growing fast enough to meet demand by choosing the right technology partner. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/" type: "blogPost" title: "Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang" author: "Craig Panigiris" date: "2022-05-26" description: "May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander." lastmod: "2022-05-26" --- # Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang Published May 26, 2022 · By Craig Panigiris · 4 min read As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American and Pacific Islanders (AAPI) make up roughly 6% of the US population, representing different ethnic groups who speak over 100 languages. They have contributed significantly to American culture and society  – from medicine to literature, arts, sports, government and politics (including Kamala Harris who is the first Asian American Vice President). I sat down with Skedulo’s Silvia Zhang – Diversity, Equity, Inclusion, and Belonging (DEIB) Program Manager through our Embracing our Diverse Stories initiative. This storytelling platform focuses on diverse perspectives and backgrounds and highlights the unique experiences that have shaped the identity of Skedulo employees to be who they are today. Silvia is the only child of Chinese immigrants and grew up in Illinois, near Chicago. We asked Silvia to share what it was like growing up in the US as a second-generation immigrant and how her culture has helped shape who she is today. “Growing up, I loved music and played the cello and piano – participating in various orchestras and playing for high school musicals. I was always involved in different clubs and volunteering, and in college became part of the AKPsi (business fraternity), Ascend (a Pan-Asian business professional organization), and Asian Cultural Exchange which promotes AAPI awareness and aims to preserve the richness of cultures. I loved being part of the board, planning events and promoting these communities.” “I studied accounting, finance, and Chinese studies and was lucky enough to live in Hong Kong for a semester. That really changed my life as it brought me closer to my culture and helped me embrace the language I grew up with but never spoke.” Silvia’s career has since seen her work in private equity, design, and SaaS. As a qualified CPA, she spent much of her early working life in accounting and finance – particularly mergers and acquisitions which she instinctively knew wasn’t for her for a long time. “For cultural reasons and pressures, I stayed in the industry for many years but knew I was neglecting my own inner talents and truth. I wanted to leave but wasn’t sure what to do so I hired a career coach and a life coach a few years back. As part of the process, I journaled a lot and, after a few months, realized that what brought me most joy was community work – being on all those boards and clubs, even in adulthood, and creating possibilities for people to connect and make lasting memories.” “I wanted to create a sense of belonging and community for others, just as I was able to find. As a kid, the community I grew up in was very non-diverse and I always felt like I didn’t belong. I remember bringing seaweed snacks or dried squid to school for lunch and being ashamed. But my mom was just packing things that were part of our culture but no one at my lunch table knew what it was. I didn’t have any other family around and it wasn’t until I went to college that I saw people like myself with similar experiences.” Bringing diversity, equity, inclusion & belonging to the workplace As our DEIB Program Manager, Silvia designs and manages a range of DEIB initiatives with a focus on empowering people and creating an inclusive culture. She believes DEIB takes a conscious group effort which starts and continues with education. “There are many components to DEIB, so we always want to have a growth mindset and treat people with empathy and compassion. We need to encourage people to get outside their comfort zones, engage with others who don’t look like them, read content that talks about diverse issues, and always be aware of privilege and what that means for marginalized groups.” “I’m not afraid to say that I don’t know everything, to ask questions, and to be in a state of vulnerability. We want to see everyone as a person who is simply having a different lived experience to us.” Silvia believes more industries will become involved in DEIB in the future, but there are steps every organization can take right now to improve DEIB in their workplace, such as: - Practicing and promoting non-judgement and awareness of one’s own bias (Humility, Curiosity, and Empathy) throughout the organization - Encouraging participation in underrepresented community groups - Education about Allyship; understanding where one’s privilege falls and speaking up for those who are less privileged - Evaluating collaboration and what that means as we become more remote, global and multi-generational - Exploring how technology can be used in diversity efforts. For example, to reduce bias in the hiring process Embracing both cultures In her personal time Silvia loves to read, go for hikes, connect with family, and spend time with close friends. It’s a little more relaxed than her recent years spent doing competitive dragon boating (she even competed internationally!), crossfit and half marathons. She says that while her journey to finding her passion in DEIB wasn’t easy, she wouldn’t change anything. “Being an only child of an immigrant family impacted who I am today. I am a high achiever and hard worker because my parents instilled that in me. But most importantly, I’ve found that being Asian American means embracing both cultures and living a life that is authentic to me.” **API Heritage Month 2022 runs from Sunday May 1 to Tuesday May 31. How are you joining in the celebration?** ## Related posts - [Introducing Women of Skedulo](https://www.skedulo.com/blog/introducing-women-of-skedulo/) — March 8, 2023. Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this I… - [Giving Back With The Felix Project](https://www.skedulo.com/blog/giving-back-with-the-felix-project/) — October 14, 2022. This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, an… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… --- --- url: "https://www.skedulo.com/blog/celebrating-the-lunar-new-year-with-skedulos-khoi-phan/" type: "blogPost" title: "Embracing our diverse stories: Celebrating the Lunar New Year with Skedulo’s Khoi Phan" author: "Silvia Zhang" date: "2022-02-03" description: "Celebrating the Lunar New Year with Khoi Phan, part of our storytelling series on the diverse perspectives and experiences that shape Skedulo employees." lastmod: "2022-02-04" --- # Embracing our diverse stories: Celebrating the Lunar New Year with Skedulo’s Khoi Phan Published February 3, 2022 · Updated February 4, 2022 · By Silvia Zhang · 4 min read Happy Lunar New Year! It’s that time of year when an estimated 1.5 billion people around the world (especially in Asia) observe Lunar New Year, marking the first moon in the lunar calendar. Celebrations can last for up to 15 days, or until the next full moon, depending on the location. Every country celebrates differently with its own traditions and customs. To learn more about Tết (the name for Lunar New Year in Vietnam) and what it means to celebrate this special occasion, I interviewed our colleague Khoi Phan through our Embracing our Diverse Stories initiative. This storytelling platform focuses on diverse perspectives and backgrounds and highlights the unique experiences that have shaped the identity of Skedulo employees to be who they are today. Khoi is a Quality Analyst with our team in Vietnam, and has been with Skedulo for almost a year after joining to be part of Skedulo’s vaccination project. Khoi shared his love for soccer (his fave team is Manchester United), why he can’t live without his favorite breakfast Banh Mi (he recommends paté, butter, ham, pork bologna, and plenty of cilantro sprinkled on top), and how he can’t wait to try Banh Mi at a bakery (Bà Huyền) owned by a team mate’s family (which has been in business for almost 30 years!). I asked Khoi to tell us about his experience of Tết, including the impact COVID has had on celebrations. “In Saigon where I live, things have been getting much better here since people have been getting vaccinated. We’re on track to having a normal life again, just in time for Tết – which is important because we need to prepare for it properly. It’s the biggest and most important holiday in Vietnam.” Most people take a week or more off work during Tết, especially if they need to travel back to their hometown. “Tết is very much about family,” says Khoi. “Many people come to Saigon for jobs and opportunities, and rarely have time off during the year. Tết is the only time they can go back to their hometown to see their family again. For some people, the whole purpose of Tết is so they can reunite with loved ones.” Khoi says Tết preparations begin at least 2 weeks before the big New Year’s Day celebration. “Tết is New Year in a nutshell, so ‘New Year, New Me’ applies. We think about changing our image and appearance, which washes away all the bad things from the previous year. We shop for new clothes, and take our time to pick the best dress so we can stand out and impress. “Hair is also important. When I was a student, before every Tết, a popular question my friends asked was: _What color are you gonna dye your hair_? Most public schools here have a very strict dress code, but during Tết students can let go. So, when you’re out on the street and see some people with crazy hairstyles, chances are, they’re students expressing themselves during this time.” Another important tradition, Khoi says, is to take care of their house. It’s believed that doing this brings fortune to the household. This includes cleaning and decorating (particularly in Tết colors of red and yellow), with special attention paid to the altar. > "Worshiping our ancestors is a very important tradition in Vietnam, especially during Tết. Thanks to them, we can enjoy the life we have today." "So, we cook some food, but we don’t eat it right away. We put it up on the altar first and pray. This is how we express gratitude towards them, and how we symbolically invite them to join and have a meal with us for New Year." “The food most associated with Tết is Banh Chung, which roughly translates to Square Sticky Rice Cake. It contains sticky rice, mung bean and pork belly, all wrapped in banana leaves. It takes a lot of time and effort to make.” Once preparations are complete, everyone waits in anticipation for the first full moon. I asked Khoi to share what happens on New Year’s Day, and how the celebration unfolds. “On New Year’s Day, fireworks light up the sky at 12am. People flock to the street to be part of the beautiful, vibrant atmosphere. In the morning, adults put money in red envelopes to give to kids and say blessings to each other. Then, we go on to have a big feast and drink. After that, we relax and do activities like singing karaoke and playing board and card games.” It sounds like a magical time in Vietnam, so I wasn’t surprised when Khoi said anyone thinking of visiting Vietnam should plan their trip during Tết! “Tết is one of the best reasons to come to Vietnam. You get to experience Vietnam in its purest form and learn about many unique traditions. Most of all, everyone will be in holiday spirit, so even if you travel alone, they will surely invite you to celebrate with them.” I’m so grateful to Khoi for sharing his experience of Lunar New Year in Vietnam. To all Skedulo employees, customers, partners, and everyone across the world who also observes this very special holiday, I wish you a very Happy Lunar New Year! ## Related posts - [Introducing Women of Skedulo](https://www.skedulo.com/blog/introducing-women-of-skedulo/) — March 8, 2023. Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this I… - [Giving Back With The Felix Project](https://www.skedulo.com/blog/giving-back-with-the-felix-project/) — October 14, 2022. This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, an… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… --- --- url: "https://www.skedulo.com/blog/ceos-perspective-solving-the-software-gap-for-the-growing-community-of-deskless-workers/" type: "blogPost" title: "CEO’s Perspective: Solving the Software Gap for the Growing Community of Deskless Workers" author: "Matt Fairhurst" date: "2020-08-05" description: "Our CEO on the report Solving the Software Gap for the Growing Community of Deskless Workers, and why deskless workers are underserved by technology." lastmod: "2020-08-05" --- # CEO’s Perspective: Solving the Software Gap for the Growing Community of Deskless Workers Published August 5, 2020 · By Matt Fairhurst · 4 min read I’m excited today as we release a research report titled [_Solving the Software Gap for the Growing Community of Deskless Workers_](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/). Today, the deskless workforce is 2.7 billion strong, **outnumbering desk-based workers four to one**. This workforce is a diverse group, spanning frontline medical professionals to field service technicians to American Red Cross trainers. The report highlights how deskless workers, defined as remote and mobile employees who do not work in a traditional office setting, are highly underserved by existing technology providers still focused on desk-based work. Here are a few of my personal top takeaways that stood out and an opportunity to access the full report for more. ## The Deskless Workforce is large — and growing It is not entirely surprising that **76% of IT executives shared at least 10% of their workforce is deskless**. What does stand out, however, is that this large segment of the workforce is _growing_ - even in the uncertain macroeconomic conditions we face. In fact, this study found that **62% of CIOs anticipate their deskless workforce population to increase** over the next 12-24 months, while 34% expected their deskless workforce to remain similar in size. Only 4% predict a decrease. ## 76% of CIOs agree deskless workers are overlooked For those of us in the technology industry, the ubiquity of tired terms like “digital transformation” can have a monotonous, numbing effect. But the reality is that the overwhelming majority of software innovation in the last two decades has been aimed at desk-based workers. In fact, **76% of CIOs agree or strongly agree that software vendors have overlooked deskless workers** compared to their desk-based counterparts. In healthcare, where Skedulo has had the fortune to partner with many innovative organizations, that figure jumps to 80%. Despite the large deskless worker population, only 39% of technology decision makers have provided their deskless employees with a platform designed for deskless work. The rest have been forced to attempt to shoehorn applications that were designed for desk-based workers into their deskless use cases. ## Deskless Workers are hindered by conventional tools What may be more telling is that of the 39% of IT executives that _do_ have software that _was_ purpose-built for their deskless workers, **only 13% believe their deskless workers’ needs are met** by that platform, while 67% of those studied acknowledge they need to provide additional software to supplement the deficiencies of that platform. To attempt to address the short-comings of existing solutions, deskless workers and technology decision makers have attempted to cobble together collections of discrete applications to fulfill their wide-ranging and often idiosyncratic or industry-specific needs. And who suffers? The deskless workers themselves. The behavioral therapist delivering Autism Spectrum Disorder care on the go, or the non-profit organization that is trying to juggle countless moving parts in a complex operation on limited resources. In fact, **86% of IT leaders agree or strongly agree their deskless workers’ productivity is hindered** as a result of the conventionally available tools. ## Why organizations invest in deskless productivity technology It is essential to understand what deskless workers and the technology decision makers working with them prioritize when investing in technology. In asking CIOs to prioritize their objectives for investing in tools to serve their deskless workers, we learned of their stack-ranked priorities: 1. Boost deskless worker productivity 1. Enhance employee experience 1. Improve communication 1. Improve reporting and compliance 1. Generate cost savings 1. Enhance customer experience What is most striking about the results? **The two primary objectives are aimed squarely at benefiting the deskless workers themselves**. In fact, while generating cost savings and enhancing the customer experience received a number of tallies, ultimately it comes down to equipping the deskless workers themselves with the best tools to complete their work. This has been echoed in conversations I’ve had with our customers, as they’ve shared that investing in innovative technical solutions helps them stand out in the war for top industry talent and helps them not only recruit but retain top talent. **Full Report: Solving the Software Gap for the Growing Community of Deskless Workers** ## The opportunity for deskless workers Skedulo has the opportunity to deliver innovative technical solutions for the 80% of the workforce that has been historically overlooked and underserved. This opportunity — the _digital transformation for the rest of us _opportunity — excites me as both an individual deeply invested in the success of our customers and as an organizational leader working with a bright, energetic team that is building a platform that solves for this very gap. And it could not be more clear there is a need for such a solution: **86% of the technology executives agree their business would benefit from a deskless productivity platform**. ## Gain Access to the Full Report To dig into the above findings, gain access to additional insights on the dynamic deskless workforce, and benchmark your organization against your peers: [access the full report](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/). ## Join us for a Webinar Discussion For more, be sure to [join us for a 30-min webinar](https://www.skedulo.com/events/webinar-state-of-the-deskless-workforce-what-100-cios-think/) on August 20th at 11am PT, where we will deep dive into the following: - Key takeaways and full survey results - The top challenges — and opportunities — for the deskless workforce - Q&A pressing questions about the rapidly evolving deskless workforce ## Related posts - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… - [Refreshing a Brand with Good Bones](https://www.skedulo.com/blog/brand-refresh/) — September 28, 2022. First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding d… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… --- --- url: "https://www.skedulo.com/blog/challenges-mobile-workforce/" type: "blogPost" title: "How Automated Scheduling Solves the Challenges of Mobile Workforces" author: "Craig Panigiris" date: "2022-02-09" description: "Manual processes frustrate companies with mobile workforces. Learn how automated scheduling can make your organization ready for the moment of service." lastmod: "2022-02-09" --- # How Automated Scheduling Solves the Challenges of Mobile Workforces Published February 9, 2022 · By Craig Panigiris · 6 min read Is your organization ready for “the moment of service”? For companies with [mobile workforces](https://www.skedulo.com/learn/mwm-best-practices/), the ability to quickly and accurately put the right team member in the right place at the right time is a critical requirement for success. More succinctly: managing schedules is your business. Unfortunately, that task is often trapped in outdated processes, delays, and frustrations for schedulers, workers, and customers. Today, emerging technologies are changing that scheduling nightmare, transforming a grinding manual requirement into a streamlined advantage. Mobile workforce scheduling lets your business deliver a wide range of services in a smooth, no-drama manner that reduces operating costs, increases efficiency, and allows you to achieve the highest levels of customer satisfaction. You no longer have to endure the headaches, delays, and hidden costs of outdated scheduling paradigms. Instead, you can capitalize on innovative technology to streamline and transform how your organization delivers services to your customers. ## Scheduling relies on inefficient manual processes In many organizations, it’s not easy to be a [central dispatcher](https://www.skedulo.com/product/field-scheduling/) or schedule planner. The best-case scenario involves asking employees and contractors to submit forms that list their availability and PTO requests. In more organizations, however, scheduling involves a tangled web of data extracted from Google Calendar, Microsoft Outlook, HR systems, payroll applications, Google Maps, spreadsheets, and emails. Worse, it can also mean untangling a flurry of text messages and voicemails as well as ad hoc whiteboard schedules and post-it notes. Then the scheduler must use Rubik’s Cube-like skills to piece together a schedule that balances resource availability, skills, customer needs, travel and meal times, prep time, the length of the job, and more. With the mobile workforce expected to grow to [60% of the U.S. workforce by 2024](https://www.idc.com/getdoc.jsp?containerId=prUS46809920), manual processes are unacceptable. Even the most talented and organized scheduler is soon trapped in a process of last-minute revisions that can upset customers and send employee morale plummeting. Ultimately, it requires Zen-master-like patience to balance all of the competing demands and constraints. And when you’re done, it’s time to start on the next schedule. > Automation streamlines scheduling complexities But you can’t run a vibrant and growing business using manual processes. Mobile workforce scheduling can transform this headache into the best possible customer service from the first appointment request through to task completion. By moving beyond manual processes, you can collect schedule inputs from every team member—creating [effective employee schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) in a streamlined and systematic manner. Using business rules, schedule constraints, employee certifications, and customer relationships, you can build the optimal schedule. Online schedules are easier to share and there’s never a question about the most updated version. Modern solutions can bring the schedule to the mobile worker (with built in workflows and geolocation) and tie back to customer-relationship management systems for an end-to-end solution. The result? You learn more about your workforce’s activities and productivity and improve customer satisfaction. ## Smaller organizations lack resources to create customized scheduling solutions Given the scale of their operations and volume of appointments they manage on a daily basis, it’s no surprise billion-dollar telecom companies have invested tens of millions of dollars in customized hardware and software solutions to govern the scheduling, routing, and location of their teams of field-service employees who often drive around with thousands of dollars of inventory and equipment. These military-grade systems use rugged devices to interact with custom-built, robust enterprise applications. The investments large companies have made in these enterprise systems have more than validated the concept of automated scheduling. However, it’s also clear they can require years of development and implementation and teams of IT personnel to maintain and support them. In the mid-market, that model doesn’t work. Thousands of smaller companies—call them “Non-Traditional Field Service”—have similar challenges but can’t afford that level of investment and technology risk. > Cloud solutions brings flexible automated scheduling to the mid-market Fortunately, new alternatives have emerged to meet the needs of a broad range of industries. The key to these new-breed solutions is the use of the cloud model where the vendor operates and maintains the software, eliminating the need for these smaller companies to invest in and manage complicated software. Instead, mobile workers use simple smartphones and tablets while central dispatchers work with an easy web application. By bringing workforce scheduling to the entire workforce, these affordable, easy-to-implement solutions are opening up the service economy to new levels of speed, efficiency,[ profitability](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), and customer satisfaction. ## Customer experiences suffers due to subpar experiences It’s an all-too-common scenario. A customer schedules an appointment and waits at home for the arrival of their field worker . . . only to wait and wait. No on-time arrival. No notification of delays. Only frustration. Worse, when the worker arrives, they often don’t have the right skills to solve the problem. The customer must call to reschedule the appointment and start the process all over again. One of the greatest sources of [customer dissatisfaction](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) is simply the endless friction involved in the process—delays, paperwork, and missed appointments. > Automated scheduling reduces customer friction Today’s mobile workforce management solutions eliminate these problems, helping dispatchers efficiently create smarter, more sensible schedules that account for travel/traffic time, skills certifications, task complexity, and more. Instead of the common scenario, imagine a customer self-scheduling an appointment on your website, then your scheduling system builds a schedule that [intelligently matches the right technician or caregiver ](https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/)(ideally, one who has an existing relationship with the customer) to the right location at the right time. It’s the kind of process and transaction that brings outsized gains because it impresses customers and builds loyalty. ## Organizations lack tools to schedule for a blended workforce As the “social economy” takes off, companies like Uber that work with thousands of part-time contractors are helping reinvent the way we think about work. Forcing many organizations to play catch-up to meet the changing expectations of the growing numbers of freelancers and independent contractors (the so-called “1099 Workforce”) who work in many service industries. For these workers, mobile workforce scheduling can represent a [significant improvement in their ability to do their job](https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/)s—and increase their satisfaction while enabling companies to lower costs and maximize flexibility. Many of these 1099 workers have relationships with multiple service providers, which means their availability changes often. There are no desks, no 40-hour 9-to-5 work weeks, and no time clocks. And, since these are not traditional employees, they are free to accept other assignments—even just as your schedule takes effect, which can raise havoc. > Automation decreases the complexity in contractor scheduling Mobile workforce scheduling allows dispatchers to take all of these factors and nuances into account and methodically create planned, optimized schedules that increase employee satisfaction and loyalty and reduce churn. In turn, this means you have a more experienced workforce and your customers enjoy a level of service continuity that they value. ## The benefits of automated scheduling software Mobile workforce scheduling is field-proven technology that is ready to deploy in days, not months, delivering a user experience that field workers and dispatchers alike appreciate. It’s usable from virtually any smartphone or tablet, and some solutions also account for the fact that workers can travel in and out of cellular coverage areas by making their apps available in offline mode as well. Perhaps more importantly, these affordable mid-market solutions aren’t simply feature-deprived, standalone apps. Many of the best alternatives integrate with sophisticated back-end CRM or ERP systems to automatically collect data about field-service, generate invoices, track performance, and gain a greater sense of visibility into operational areas that have remained hidden from view. This provides a level of automation and visibility that has previously been unavailable to small and mid-sized companies. ## Enable your mobile workforce with automated scheduling You don’t have to wait to realize the benefits of automated scheduling. Skedulo has taken what used to be an administrative nightmare and turned it into simple, efficient scheduling automation. Now any company with workers in the field can be sure they are putting the right people in the right place, with real-time communications and support at every step along their journey. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Learn more about how the right software can take your [scheduling to the next level](https://www.skedulo.com/resources/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/champion-your-workforce-with-these-5-free-benefits-2/" type: "blogPost" title: "Champion your workforce with these 5 free benefits" author: "Chelsea Basilotta" date: "2021-01-31" description: "Skedulo has partnered with Rain, an employee-first organization working to eliminate payday loans, so employees can access advances on upcoming pay." lastmod: "2021-01-31" --- # Champion your workforce with these 5 free benefits Published January 31, 2021 · By Chelsea Basilotta · 5 min read ![rain_header](https://assets.skedulo.com/assets/2021/01/Rain_01-21_blog-header_1050x557@2x-1.jpg) I started working when I was 15 and for the next 10 years was an hourly worker in the recreation and hospitality industries. I was privileged enough to not worry about when I would receive my next paycheck, but many of the people I worked with did not have that comfort. That one, or multiple, hourly jobs, in most cases at minimum wage, was how my co-workers provided for their families and if something came up like a medical bill or car repair, that next paycheck couldn’t come soon enough. Over the last 11 months, the world has seen this stress on hourly and frontline workers compounded. As an employer to these individuals, you are a champion of the deskless, frontline and hourly worker, a value that we at Skedulo and our partner Rain, share. We understand the thought of providing additional employee benefits at this time may not be a priority, but what if there were a handful of FREE things you could add to your benefits package that could boost morale, help retain talent, and show your family of employees that they are a priority? ### On-Demand Pay As I mentioned before, Skedulo has recently partnered with Rain, a like-minded, employee-first, organization that is working to eliminate predatory financial products, like payday loans. At no cost to you, you can provide your employees with an on-demand pay option, through Rain. Their innovative app empowers employees to access advances on upcoming paychecks without having to collect high-interest payday loans or incur overdraft fees. When an organization signs up for Rain, at no charge, employees simply download the app and can start collecting advances on their upcoming pay immediately. A pay on-demand option, like Rain, is an easy and free way for employers to help alleviate some of that paycheck-to-paycheck anxiety. ### Recognition Providing recognition will make a continued positive impact on your workforce. In no way does this recognition need to be monetary. A pat on the back, “you’re doing a great job”, or “we really appreciate you”, can do so much to give an employee the confidence they need to continue performing at their best. “Employee of the month” programs are a great way to show this appreciation from leadership as well as colleagues. At Skedulo, we recognize individuals through our Skedgend program. Each month Skedulo employees nominate peers within the company who embody our organizational values and the winner is announced on the monthly all-hands call and are sent a trophy to commemorate their performance. At a time when most businesses are counting on employees to do more with less, work harder and longer, and keep it all together during incredibly tough times, giving back (however small) can make all the difference in helping your people and your business find a way through. ### Flexibility According to a [recent Skedulo study](https://www.skedulo.com/learn/deskless-workers/), 51% of all workers say their job satisfaction has been negatively impacted by COVID-19. This rises significantly to 64% for workers who have been required to return to the office rather than being allowed to continue to work from home. Several studies confirm that flexibility is a key driver for employees in choosing to work for and stay with an organization. With this in mind, building flexibility into your company culture can be just as effective as any other tangible benefit. Flexibility can include a lot of things - flexible work schedules and hours, flexible Zoom camera policy (sometimes showing your face feels like a lot), even flexible pay schedules. With Rain and earned wage access, employees can reach financial independence by determining when they want to get paid, breaking traditional payroll frequencies. Especially during times of crisis, employees need to know they are trusted to work from home and can create a work, or pay schedule, that makes sense. Life happens, and the further you can go to show your employees that you understand and sympathize with them, the happier they will be. ### Pay Cards Approximately 25% of American households are either unbanked or underbanked, [according to the FDIC](https://www.cnbc.com/2019/03/08/25percent-of-us-households-are-either-unbanked-or-underbanked.html). That means as much as a quarter of your staff might not have traditional bank accounts or be able to receive direct deposit. Not only does writing paper checks make it harder for employees to collect wages, it adds unnecessary administrative time and costs for your payroll team. Introducing a pay card benefit means employees can access a card that functions like a debit card but is not connected to a bank. The card will only be reloadable by you, the employer. Our partners at [Rain](https://rain.us/) are introducing a card program of their own which allows employees to collect their wages via direct deposit, accessible via a debit card. They can also collect those wages any day of the week, rather than waiting for their paycheck. ### Career Guidance and Support Personally, I am not a fan of the “where do you see yourself in 5 years?” question. But if a manager is asking me this with a goal of understanding my desired career trajectory and is also willing to provide advice and direction of how to meet those goals, that goes a long way and also helps me answer this question for myself. Career path mentorship can show employees that you are willing to invest time in their growth and reassures them of their longevity with your organization. No matter what line of work you’re in, regular one-on-ones with employees to discuss questions, concerns, and career options can go a long way towards improving retention rates. Opportunities for personal development can also offer widespread advantages. These could be as simple as a free webinar that teaches new skills or inspires them to be more productive each day. ### Be a Champion of Your Workforce Life can be tough, even more so now, but we are all in this together and small acts of kindness and appreciation can make a world of difference. As an organization that employs frontline, deskless and hourly workers, you have the opportunity to be a champion of your workforce. Making some additions to your company culture and employee benefits program can help to attract, retain and empower your talent. **Learn more about our partner Rain and how we are working together to champion deskless workers [here](https://rain.us/).** ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Maximizing volunteer support when disaster strikes](https://www.skedulo.com/blog/maximizing-volunteer-support-when-disaster-strikes/) — March 25, 2021. Earth’s natural and unpredictable climate presents serious challenges for global communities, as wild weather threatens lives, homes, schools, workplaces, and infrastructure. From severe snow blizzards to devastating bushfires, natural disasters are an uncertain risk for community leaders and one… - [Vaccine scheduling: maximizing your volunteers and resources](https://www.skedulo.com/blog/vaccine-scheduling-maximizing-your-volunteers-and-resources/) — February 25, 2021. As the world embarks on the largest scheduling operation in human history, it’s all hands on deck to assist with the administration of the COVID-19 vaccine. Countries, states and provinces are in the midst of figuring out how best to deliver the vaccination to their populations in a way that is: s… --- --- url: "https://www.skedulo.com/blog/changing-lives-through-community-a-new-initiative-to-inspire-and-empower-young-girls/" type: "blogPost" title: "Changing lives through community: a new initiative to inspire and empower young girls" author: "Craig Panigiris" date: "2021-11-18" description: "Our CEO, Matt Fairhurst, sat down with UNIQ YOU to discuss how its program, launching early 2022, will change the lives of young girls across Australia." lastmod: "2022-02-14" --- # Changing lives through community: a new initiative to inspire and empower young girls Published November 18, 2021 · Updated February 14, 2022 · By Craig Panigiris · 3 min read Several years ago, Skedulo partnered with thought leader and founder of [Girl Shaped Flames](https://girlshapedflames.com/), Tanya Meessmann. We were excited to support the company’s innovative program which aims to inspire and empower young girls who wish to pursue a career in tech and similar fields. Skedulo became Girl Shaped Flames’ first official Industry Ignite Partner in 2019 – hosting an event in our Brisbane office where more than 20 girls came for a tour and to engage with Skedulo’s talented team. Our CEO, Matt Fairhurst, recently sat down with Tanya to chat about her latest initiative: UNIQ YOU. Tanya shared how this ground-breaking program, set to launch early 2022, will change the lives of young girls right across Australia. “The Industry Ignite Program really opened my eyes as to how big the gender-equality issue really is,” says Tanya. “It also showed me how important it is to engage with girls who are still in high school, so we can help them consider and pursue pathways into fields that are under-represented by women early on. > “Currently, it’s estimated that it will be 99.5 years before we reach gender parity. I’m an impatient person, so I’m not willing to sit around for the next 100 years to see if that will happen.” ### Bringing career advice into the 21st century UNIQ YOU works by connecting high school girls and their educators with women in a range of fields such as technology, engineering, construction, and so on via video conference. By having access to women who have “bucked the trend”, Tanya aims to bring career advice for girls into the 21st century. “We want to build that industry information connection. Organisations are waiting at the university gates trying to attract female graduates, but they’re simply not there! And that’s because no one inspired or showed them what was possible while they were deciding back in high school. “When you ask most people how they chose their career path, you’ll often hear answers like ‘I was talking to…’, or ‘I heard someone say…’. We want girls to understand the possibilities early on, which will ultimately grow the number of women in the pipeline for these types of roles.” Matt agrees wholeheartedly. “This conversation has been active in tech for some time, but current strategies focus mostly on people who are already in the workforce in some capacity. We need to see more creativity in how we think about those challenges as a society, and realise that it is important to reach people before the die is cast. “This is one reason we are supporting Tanya in her work. We recognise that there are longer generational challenges that we need to participate in solutions for.” ### How Skedulo is helping to deliver UNIQ YOU When Tanya first conceived of UNIQ YOU, she knew she would need a powerful and scalable scheduling solution that could connect young girls, their educators, and mentors via video conference. > “UNIQ YOU would not exist at this moment if it wasn’t for Skedulo and the fantastic team that have supported us. Yes, we could have spent 18 months building it out from scratch…but think of how many girls we would miss in that time period!” The Skedulo platform will make it easy for UNIQ YOU mentors to say when they are available for a session, and students and their educators can book in the time that suits them. The booking will then trigger an automated conference call link which is sent out via email, as well as automated reminders. “It’s an impressive tech stack comprised of Salesforce, Skedulo, SurveyMonkey, and video conferencing software that results in a seamless user experience.” On partnering with Skedulo, Tanya says, “Every single team member at UNIQ YOU has commented that this has been the best tech experience they’ve had with any company. “It has been professional, timely, seamless and collaborative. We cannot be more thrilled, as we now have 21 schools registered and the capacity to support 2,500 girls in the first year alone. Exponentially, we’ll also be impacting up to 50 educators who will then go on to advise and impact many other girls. “It’s brilliant – we’re so happy. Thank you Skedulo!” **To learn more about UNIQ YOU and how to get involved as a foundational partner, school, or young girl, visit [UNIQ YOU](https://uniqyou.com.au/).** ## Related posts - [Skedulo Ranked As One Of Australia’s Best Places To Work In 2023](https://www.skedulo.com/blog/best-place-to-work-2023/) — August 9, 2023. At Skedulo, we are incredibly proud to share the exciting news that we’ve been ranked as one of Australia’s best places to work in 2023 by wrkplus.com. This recognition is a testament to our unwavering commitment to creating a workplace where our employees thrive, grow, and feel valued every single… - [Introducing Women of Skedulo](https://www.skedulo.com/blog/introducing-women-of-skedulo/) — March 8, 2023. Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this I… - [Giving Back With The Felix Project](https://www.skedulo.com/blog/giving-back-with-the-felix-project/) — October 14, 2022. This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, an… --- --- url: "https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/" type: "blogPost" title: "Collecting the Best Data from Mobile Healthcare Technology" author: "Craig Panigiris" date: "2021-06-15" description: "How you use data collected from mhealth technology is more important now than ever. Learn how that data can improve patient outcomes and meet KPIs." lastmod: "2021-06-24" --- # Collecting the Best Data from Mobile Healthcare Technology Published June 15, 2021 · Updated June 24, 2021 · By Craig Panigiris · 7 min read ![mHealthlg](https://assets.skedulo.com/assets/2018/08/mHealthTechnology_blog-header_1050x557@2x.jpg) Mobile healthcare (mhealth) technology is undergoing a fundamental shift. In the past, the main focus when building mhealth apps was to ensure compliance with regulations. Now that technology and design-focused thinking have evolved to make systems that can achieve much more than the digitization of records, compliance is practically a given with most new home healthcare technology. Today’s leaders in healthcare IT are looking for intuitive solutions that go beyond digital compliance to actually helping improve patient outcomes and key performance indicators (KPIs), such as reduction in rehospitalization rates. For many home healthcare providers, that sounds like a tall order. It can be difficult to balance the needs of your patients with the needs of your business. Throw compliance and competition into the mix, and the challenge can seem insurmountable. However, necessity truly is the mother of invention, and there is plenty of mhealth technology available to make the impossible possible—and perhaps even easy. ## Trends Influencing Home Healthcare As the world of [mobile healthcare](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/) changes, there are certain trends that providers need to adapt to: - **Pressure to reduce costs:** Healthcare providers are under intense pressure to reduce costs without sacrificing quality of care. In fact, most providers are expected to _improve_ their services while decreasing their expenditures. - **The patient experience:** The [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) plays a huge role in the current market. Patients are no longer “patients.” Instead, they are “consumers,” looking for the best overall value and not accepting anything less. Home healthcare providers are under intense pressure to [win these consumers over](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) before their competition does. - **Technology that goes beyond compliance:** Today’s home healthcare providers need technology that supports patient and business outcomes, not just systems that ensure compliance with regulatory requirements. **Improve your mHealth Technology today** ## IT Challenges in Home Healthcare When it comes to mobile devices in home healthcare, there are plenty of IT challenges to overcome: - **Security:** Home healthcare providers need to collect data from mobile devices, but they also need to keep that data safe and secure. Consider the fact that [more large healthcare data breaches were reported in 2020](https://www.hipaajournal.com/2020-healthcare-data-breach-report-us/) than in any other year since 2009 (when the HITECH Act was signed into law, requiring healthcare data breaches to be published online). - **Interoperability: **For providers to successfully communicate with one another across different systems is crucial, but not all providers have reached the point where they can say they’re sharing data in a way that improves patient care. Interoperability is a challenge, but it’s also an opportunity—[close to 75%](https://homehealthcarenews.com/2021/03/74-of-referral-sources-prefer-home-based-care-providers-that-meet-interoperability-standards/#:~:text=When%20it%20comes%20to%20interoperability,offer%20greater%20electronic%20data%20access.) of health systems and physician groups said they’d send more referrals to post-acute care providers that enable greater electronic data access. - **Integration costs and challenges:** It’s no secret that implementing new mobile technology in healthcare can be difficult and costly. Home healthcare providers still struggle to achieve full adoption of technologies and full integration with other processes. - **User behavior:** Many healthcare workers don’t fully embrace new technologies provided to them. This is a change management issue that can lead to incomplete or low-quality data, plus wasted time and money. - **Data transparency:** In order for [home health data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) to be successful, everyone needs to understand why that data is required and how it will be used. Data for data’s sake is useless for your business. - **Home health data transitions: **When a care team needs to be in tight coordination for a patient, transitions need to be seamless and automatic, allowing each caregiver access to all records without wasting time calling or emailing for updates. ## How Data Translates to KPIs in Home Healthcare Most employees and managers have a handful of KPIs that they are personally responsible for, but a great deal of data is required to generate those metrics. Managers, in particular, are frequently called upon to explain the “numbers” behind the KPIs they report. Those “numbers” are often the product of the data points listed here: - **Mileage and travel reimbursements:** These metrics contribute to cost of care delivered. How much are you spending on travel reimbursements for your mobile caregivers? How are you verifying that what they report is correct? - **Check-in and check-out times: **Time spent with each patient is a measure of efficiency and should be captured with precision. How long is your provider spending at each appointment? How do you know? - **Billable time: **The most important data point for calculating cost of care delivered is billable hours for home caregivers. Unfortunately, self-reported data from workers is not always reliable. Can you trust the data you have from caregivers on the go? - **Services provided, and requested, on-site: **Tracking the totality of what is provided and requested during a care visit is essential for accurate billing and to understand where your business has the most opportunity to grow. Can you expand your offerings? - **Patient signatures:** Every healthcare provider knows they need to have the right patient paperwork completed, but patients and insurance companies still regularly contest claims. Capturing signatures at the time of care delivery can help prevent or navigate contested claims, among other scenarios. - **Photos: **Capturing photos during an appointment has several important benefits, including risk reduction, confirmation of care provided, concerning patient developments, and verification of employee arrivals. Do you know how to capture photographs with patients on-site without risking HIPAA violations? - **Incidents and escalations:** Especially in home healthcare, where care is delivered outside of a more controlled hospital setting, incidents can occur. When they do, you need to capture as much detail as possible immediately to reduce risk and ensure patients get the follow-up care they need. Relying on real-time home health data instead of a caregiver's memories or paperwork can help more accurately capture the events leading up to sensitive moments. ## Patient Outcome KPIs to Measure in Home Healthcare As the home healthcare industry makes the switch from patient to consumer, it’s more important than ever to add patient outcome KPIs to the data you collect. Consider measuring these top seven outcomes: 1. **Effectiveness of treatment:** Healthcare is constantly changing, so what was a standard practice a few years ago may be outdated today. The effectiveness of treatment KPI measures your ability to comply with current best practices and achieve measurable improvement in the patient’s health. 1. **Patient-reported wellness:** The end goal in every home healthcare situation is to help the patient feel better. Is the current quality of care meeting the patient’s expectations? What about patient engagement? Today’s patients want to be involved in the healthcare decision-making process, and mhealth tools can help them become more involved in their care to achieve better outcomes. 1. **Overall patient experience: **Is the patient receiving adequate care, timely appointments, and education to manage their condition on their own when necessary? Are their expectations and needs being met? The “[Amazon Effect](https://www.cisco.com/c/dam/en_us/solutions/industries/docs/digitization-healthcare.pdf)” is changing the way patients think about healthcare; they expect their experience to be as seamless as their last great customer service interaction—even if it was outside the realm of healthcare. 1. **Safety of care:** Is your company using a tool to track incident reports such as injury, regression toward goals, medication errors, declining mental state, or other quality measures? Can you pass that information on to others on the patient’s healthcare team? Your technology needs to include a way to quickly and securely update everyone involved about any changes and safety concerns. 1. **Timeliness of care: **An aging population, combined with the lack of affordable nursing homes, means the home health industry is [growing rapidly](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/). It’s imperative that your [home healthcare scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) can adjust and accommodate various long-term care schedules. 1. **Hospital admission/readmission rate:** Is the care your company provides sufficient to keep the patient at home, safe, and comfortable? Does your current home healthcare technology include risk management software, or other ways to [reduce readmission rates](https://www.mcknights.com/blogs/3-ways-to-lower-readmission-rates/article/680134/)? 1. **Preventive measures:** The old adage says, “An ounce of prevention is worth a pound of cure.” Is your system set up to not only treat, but prevent? For example: If a patient is immunocompromised, are you able to communicate that to your home healthcare providers and take measures to reduce the risks associated with their condition? ## Bridging the Gap: Compliance vs. Patient-Driven Systems When it comes to mobile healthcare, there’s[ no room for siloed systems](https://www.weforum.org/agenda/2020/11/healthcare-silos-are-bad-for-us-heres-the-cure/). While [complete interoperability](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/) isn’t always possible for every provider, it is crucial that providers have the means to take care of every patient on an individual basis, while still focusing on driving business as a whole. Most IT and EHR systems focus strictly on compliance, but there’s more to mobile healthcare than that. Data driven by business and patient outcomes is also essential to monitoring and improving your healthcare operations. Keeping up with new capabilities and tools in all aspects of healthcare is crucial for improving patient engagement and delivering care that is successful today and in the future. ## Enterprise Health Cloud Systems Lead the Way Enterprise health cloud (EHC) systems have the ability to meet compliance standards while still improving the quality of patient care. Taking home health data from [electronic health records (EHRs)](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), these systems combine to provide detailed analytics that engage consumers and provide high-level patient insights. ## The Bottom Line in mHealth Data While compliance used to be the “be-all and end-all” of mobile technology in healthcare, it’s not enough anymore. Today’s providers need to balance compliance and regulatory requirements with the need for actionable, high-quality data. This forward-looking approach to the patient experience will set your company above the rest! Are you looking for a better [healthcare scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/)? Skedulo can help. [Request a demo](https://www.skedulo.com/book-a-demo/), and let us show you how we can transform your mobile healthcare operation. *This article was originally posted in August 2018. The updated version was published in June 2021. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/" type: "blogPost" title: "5 Things That Can Go Wrong Without Proper Mobile Workforce Management" author: "Craig Panigiris" date: "2020-09-23" description: "Improper mobile workforce management leads to inefficiencies and decreased client satisfaction. Learn the pitfalls of incorrectly managing your mobile workers." lastmod: "2021-01-19" --- # 5 Things That Can Go Wrong Without Proper Mobile Workforce Management Published September 23, 2020 · Updated January 19, 2021 · By Craig Panigiris · 6 min read Mobile workforce management is designed to streamline processes, increase productivity, and improve communication for deskless workers. When done correctly, it can transform mobile workforce operations to drive customer satisfaction, all while reducing administrative costs and burdens. But successfully[ managing a mobile workforce](https://www.skedulo.com/learn/mwm-overview/) doesn’t come without its challenges. Organizations often fail to address the unique obstacles deskless workers face in the field, which can lead to inefficiencies and breakdowns. Your employees—and overall business—may be in danger of some of these major pitfalls if you’re not managing your mobile workforce properly. ## 1. Employees struggle to manage their work, leading to frustration and dissatisfaction. No matter the organization, employees rely heavily on proper communication to do their best work and avoid frustration. But communication is even more crucial if you have employees both in the office and in the field, as staying up-to-date is much more difficult. If your teams are using disparate communication systems or don’t have real-time access to essential information, their overall efficiency and preparedness can suffer. The same is true for communication between employees and clients, especially if deskless workers don’t have the proper tools to update customers of appointment delays or broader company news. Mobile workforce management that doesn’t take streamlined communication into account can result in reduced employee or client satisfaction, an increase in staff turnover, a disjointed organizational message, and [a variety of other problems](https://smallbusiness.chron.com/effects-poor-communication-business-345.html). Companies [that properly manage their mobile workforce](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) use tools that offer real-time communication, which can help alleviate issues and improve processes by keeping all necessary information up-to-date and accessible at all times. A more informed, better prepared workforce leads to happier, less stressed mobile workers which, in turn, leads to more satisfied customers. **Get your personalized demo today** ## 2. Schedulers and administrators are over-burdened, causing mistakes and burnout. Scheduling both in-office and field appointments requires a great deal of time and effort. When done manually, the strain on staff schedulers can result in employee burnout and inefficient use of company resources. Traditional scheduling methods don’t offer visibility into resources and availability, so administrators must juggle the ever-changing schedules of multiple workers, track updates and delays, field time-off requests, and more—often through the use of disparate tools and spreadsheets. The overwhelming task of manually scheduling workers can become even more cumbersome in times of crisis, when staff schedulers are faced with a sudden and [massive increase in appointment scheduling](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/). If your organization isn’t prepared to efficiently schedule and support mobile workers, your clients could suffer. This is particularly paramount in healthcare, where patients may face increased wait times, missed appointments, or unknowingly be matched with under-qualified providers. When schedulers are unable to ensure proper scheduling for patients with providers who have the right experience, qualifications, and patient history, they’re at risk for needing to reschedule and damaging provider-patient relationships. Proper mobile workforce management requires tools that enable administrators to [quickly and easily schedule appointments](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/), gain insights into updates or delays, and match the right provider with the right client, every time. When scheduling can be automated and include essential details like travel time, route optimization, and location tracking—all in one succinct place—schedulers are relieved of manual burdens and clients are offered a better experience. ## 3. Capacity plans are inaccurate, so mobile workers are underutilized or overworked. It’s impossible to correctly spread out your available workforce without an accurate breakdown of everyone’s schedule and availability. If capacity plans are outdated or inaccurate, that leads to two opposing problems: - Large gaps of time when employees have little or nothing to do - Double-booked or missed appointments when there aren’t enough people available (with the right qualifications) to do the job This is frustrating for both the employee, who suddenly learns that they have multiple appointments at once (or none at all), and the customer, who is told that they will have to reschedule an existing appointment due to unavailable resources. Without visibility into your workforce capacity, it’s nearly impossible to properly plan for surges or declines in appointment requests and demand. Successful mobile workforce management relies on visibility into your employees’ capacity. If you can see and understand your mobile workers’ availability through real-time status updates, customer demand, and location tracking, you can [reduce the time spent dispatching and manually scheduling workers](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) and ensure accountability and customer retention. ## 4. Disparate systems make it hard to find the right information at the right time, resulting in rework and higher expenses. Another roadblock for managing your mobile workforce is the inability to collect, track, analyze, and access information from one consistent place. Many organizations use different tools for different purposes—from scheduling, to communication, to route optimization, to capacity planning—and must shuffle between platforms to find and record information. Managing disconnected systems can lead to low [workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) and reduced business insights, costing you time and money. What’s more, if your mobile workers are depending on disparate systems for scheduling updates and customer information, they may be scrambling to stay up-to-date, organized, and prepared throughout the day. Some companies are [still relying on multiple legacy systems](https://www.intivix.com/7-big-problems-with-legacy-systems-that-everyone-should-understand/)—as opposed to SaaS (Software as a Service) or cloud-based systems—to help them manage their workforce. This can present another obstacle, as legacy options often don’t easily integrate with other products or systems, which makes accessing correct and current information more complex for mobile workers. Additionally, legacy options cost more up front and are not easily scalable with a growing business. Many modern organizations with a mobile workforce have replaced their legacy systems with a SaaS-based mobile workforce management platform. These types of MWM solutions connect fragmented data, provide a [centralized location for operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), and reduce overhead expenses. They’re also scalable with your organization, integrate easily with other systems, and are generally more cost effective than their legacy counterparts. The importance of choosing a legacy or SaaS-based option can hardly be overstated when considering potential risks in managing your mobile workforce. While the right mobile workforce management platform can ensure interoperability and connectedness across different systems, investing in implementing and updating legacy solutions can throw a wrench in efficiency, customer experience, and [information management](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it/). ## 5. Data stays in silos, or is not collected at all, leading to less-informed business decisions. One of the most important resources for any company is its data. This data could include a client history, personal or patient information, communication preferences, or any number of other indicators that shape future interactions with that customer. Such information is paramount [in the healthcare industry](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/), where there are additional laws involving who has access to it. Failure to collect or properly utilize data could result in missed business opportunities or bad decision-making down the road. In some cases, it could lead to misinformed choices about the mobile workforce that affect the entire organization. If you’re not tracking data against higher level strategies—like resource utilization and cost of labor—you aren’t empowered to adapt and improve those strategies. Informed mobile workforce management means taking a look at all available data and basing decisions on the insights gained from that process. In doing so, a company can streamline its future mobile workforce management with confidence knowing that they’ve collected and examined data for actionable insights. ## Reduce Risk With the Right Mobile Workforce Management Solution Many organizations are realizing the benefits of proper mobile workforce management to help simplify, schedule, and organize various departments and employees—in turn maximizing efficiency and profit. However, every company has different challenges and budgets. [Choosing the right mobile workforce management platform](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/) requires research, time, and effort, but can mean the difference between happier clients, employees, and an overall more successful mobile workforce. There are many potential pitfalls to not putting forth what’s required to ensure that your mobile workers are as efficient and connected as possible. To avoid these setbacks, it’s best to spend some time evaluating which system best fits your workforce and use case. Skedulo’s SaaS-based mobile workforce management platform offers a solution that can streamline processes and increase operational efficiencies, saving your organization time and money. [Book a demo](https://www.skedulo.com/book-a-demo/) to see how Skedulo ensures success for your mobile workforce. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/" type: "blogPost" title: "A complete guide to Utilization Management in Healthcare" author: "Bartek Woroniecki" date: "2023-09-21" description: "Utilization management in healthcare is vital for reducing costs and denials. Learn the different types, process flows, challenges, and key benefits." lastmod: "2023-09-21" --- # A complete guide to Utilization Management in Healthcare Published September 21, 2023 · By Bartek Woroniecki · 6 min read As healthcare costs escalate, healthcare organizations face a significant dilemma: How do you ensure that providers manage resources efficiently without sacrificing employee satisfaction or patient care? Outdated processes and policies place businesses at risk for overspend, which puts patients in greater jeopardy of insurance claim denials or even insufficient treatment. Mobile and home healthcare organizations, in particular, are vulnerable to these costly effects, as the added layer of complexity in their work can result in even more operational inefficiency. To mitigate these risks, healthcare companies should leverage techniques that support utilization management as part of their broader operational strategy. Here, we’ll discuss utilization management in healthcare, including different types, process flow, benefits, challenges, and why it’s essential to a business’s profitability and viability. ## What Is Utilization Management in Healthcare? Utilization management is the process that determines the efficiency and necessity of specific medical treatments, procedures, and facilities given to patients. The process impacts the healthcare organization and its providers, patients, and insurers, too. Utilization management programs, though complex, act as an effective cost-containment strategy. Utilization management evaluates several processes, including patient admissions, home health visits, ER visits, and outpatient visits. Other metrics might include primary care physician visits, specialty referrals, high-cost imaging, and cost-per-visit. While insurance companies run the process most often, healthcare providers can implement techniques to [optimize their resources](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/) and care delivery for an enhanced process that reduces costs while [improving patient outcomes](https://www.skedulo.com/blog/healthcare-patient-satisfaction/). Utilization management has three different processes to conduct assessments, and depending on the utilization management method that is used, the steps for completion are different. ## Types of Utilization Management Each type of utilization management review is used for a distinct purpose: ### 1. Prospective Prospective reviews are completed prior to patient treatment and measure the necessity of a procedure. While this review type can be used before or after admission, it must be done prior to treatment. That’s because prospective reviews prevent duplicate or ineffective treatments, which can help you boost your ROI over time. Routine, outpatient, or urgent referrals typically require prospective reviews; sometimes called prior authorization, pre-service reviews, pre-procedure reviews, or pre-admission certification. ### 2. Concurrent A concurrent review begins when treatment is underway, and it tracks resources and patient progress during treatment to reduce denials of coverage. This means that a treatment can be stopped partway through: the insurer might seek alternative treatments to ongoing care, or begin discharging the patient earlier than the doctor would advise. If a healthcare worker receives asynchronous updates from their team, they may accidentally continue care that has been stopped, which can cause a massive headache. That’s why it’s important to consider a solution that allows for real-time field updates. A concurrent review involves: - **Care coordination -** Syncs a patient’s care when it comes from multiple providers or specialists. - **Discharge planning - **Determines what milestones need to be met for a patient to be able to leave the hospital. - **Care transition -** Moves a patient from one level of care to another (e.g., moving from short- to long-term nursing care). ### 3. Retrospective Retrospective reviews take place after a procedure’s completion to evaluate the effectiveness and appropriateness of the selected treatment. Findings from retrospective reviews can help determine if other patients can receive the same type of treatment for similar conditions. These types of reviews are most important for insurance claims to check if the reimbursements on the procedure are accurate, or to challenge the denial of claims. ## Utilization Management Process Flow The utilization management process flow differs for each type of review, as each is used at varying times while a patient receives treatment. Some steps of a process may also need to be repeated in the case of denials. **Prospective review steps might include:** 1. Verify the coverage and eligibility for the proposed treatment. 1. Evaluate the level of care needed and the appropriateness of the proposed treatment. 1. Approve the treatment if criteria are met. If those criteria are not met, the proposed treatment is denied. 1. A physician can appeal, should a denial occur. **Concurrent review steps might include:** 1. Collect data on a patient’s progress, prognosis, cost, and resource usage while treatment is simultaneously provided. 1. Insurer reviews the data. 1. If approved, the treatment underway will continue; if not, there will be a request to change treatment. 1. The physician can appeal changes to treatment. **Retrospective review steps might include:** 1. Insurer reviews a patient’s treatment records. 1. The insurer can update their criteria for covered treatments based on the patient’s records. 1. Coverage can be denied at this point. 1. If denied, the _physician_ or _patient_ can appeal. ## Benefits of Utilization Management Implementing a utilization management program is often a time-consuming feat for already-busy healthcare organizations; but the potential benefits of getting it right are hard to ignore. These are: - **Cost-containing measures - **Since each treatment gets reviewed for efficacy, providers only use successful treatments on their patients. This incentivizes doctors to prescribe more affordable procedures, which stops patient referrals for costly services and specialists. In terms of savings, it’s a win for insurers and patients alike. - **Reduction of denials - **When utilization management reviews are conducted before or with treatment, there are fewer reasons for insurers to deny claims. When insurance providers see suggested treatments and referrals; they play an active part in evaluating different options based on cost, necessity, and potential patient outcomes. - **Improved care - **With utilization management, the effectiveness of each specific treatment is evaluated, so patients only receive the ones proven to work. Unlike in the [fee-for-service healthcare model](https://www.thirdway.org/report/the-case-against-fee-for-service-health-care), patients typically don’t receive unnecessary treatments or get referred to excessively-priced specialists. They see improved care outcomes based on thorough treatment reviews of every option. ## Challenges of Utilization Management While effective utilization management offers several promising advantages, getting it right isn’t always a guarantee. An inadequate utilization management program can create some significant roadblocks, such as: - Resentment between insurers, patients, and doctors, as reviews sometimes result in set limits on treatments and services. - Patients may feel unfairly burdened with the cost of care, which can drive them to switch healthcare providers or insurers. - Reviews may contradict the wishes of the doctor, who may then become frustrated with and distrustful of the insurance provider conducting the review process. - Some tests may not fully diagnose a patient, but can eliminate potential conditions. Doctors and insurers see the value of these tests differently. - A discrepancy between best practices and cost-effective treatment could exist. - This process can unfairly burden healthcare providers, who now have even less time to spend with patients. ## Why is Utilization Management Important in Healthcare? Though the potential obstacles can cause hesitation when considering a utilization management program, the correct implementation is absolutely vital. When carried out successfully, utilization management ensures that patients receive high-quality and appropriate care from their providers. It can also halt the delivery of unnecessary or ineffective treatments that may otherwise pose a risk to patient health or incite excessive costs. A strong utilization management program can reduce costs for patients and insurers alike, mitigate the risk for insurance denials, and minimize waste. Every stakeholder should examine the potential impact of a utilization management program on their ability to deliver excellent care while remaining profitable. Utilization management is especially crucial for mobile and home healthcare organizations, who must contend with [continuously increasing demand](https://homehealthcarenews.com/2018/02/home-health-spending-projected-to-outpace-all-other-types-of-care/), difficulties [attracting and retaining talent](https://www.skedulo.com/blog/retaining-talent-in-home-healthcare/), and the complexity of providing the right care at the exact right time and place. It’s in their best interest—and in the best interest of home health patients and their insurance providers—to ensure their operations run as efficiently and effectively as possible. This includes implementing workflows, processes, and technologies that best support strong utilization management. ## How Skedulo Can Help Utilization management in healthcare helps the efficacy and necessity of treatments, services, and procedures; and understanding exactly how it can impact healthcare organizations, patients, and insurers is vital. To alleviate costs, reduce denials, and steer clear of its potential challenges, a strong utilization management program—backed by powerful processes and tools—is required. Skedulo’s Deskless Productivity Cloud offers intelligent healthcare scheduling, patient-to-caregiver matching, real-time field updates, and a fully integrated, HIPAA-compliant platform for a more efficient, effective workforce. Our robust tools offer greater transparency and communication to keep mobile teams on the same page so they can always deliver excellent, cost-effective care. Learn more about how [operations management in healthcare](https://www.skedulo.com/blog/operations-management-in-healthcare/) works, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/construction-scheduling-software-buyers-guide/" type: "blogPost" title: "Construction Scheduling Software Buyer’s Guide" author: "Laura Przybek" date: "2023-11-27" description: "Construction scheduling software can improve productivity, efficiency, and revenue. See the essential features and questions to ask potential SaaS providers." lastmod: "2023-11-28" --- # Construction Scheduling Software Buyer’s Guide Published November 27, 2023 · Updated November 28, 2023 · By Laura Przybek · 7 min read Construction is a massive industry that drives economic growth around the world, accounting for [13% of global GDP](https://www.mckinsey.com/~/media/mckinsey/industries/capital%20projects%20and%20infrastructure/our%20insights/the%20next%20normal%20in%20construction/executive-summary_the-next-normal-in-construction.pdf). Construction companies are beginning to see the benefits of digital transformation—but the pace of change has been slower in construction than in other industries. Some technologies, like building information modeling (BIM) and project management software, are well-known and widely used in construction. But many firms still rely on traditional methods of email, spreadsheets, and paper forms to manage their projects. The global construction market is expected to [surpass 14 trillion USD](https://www.businesswire.com/news/home/20220802005640/en/Global-Construction-Market-Report-2022-Huge-Economic-Growth-in-Developing-Countries-and-Low-Interest-Rates-in-Number-of-Developed-Countries-Driving-Sector---ResearchAndMarkets.com) by 2030—nearly double the value of the market in 2022. To achieve this remarkable growth, the industry must embrace construction technology that can increase productivity, profits, and staff satisfaction. When introducing technology to construction management, **scheduling is a great place to start**. Construction has unique scheduling challenges, like coordinating multiple work sites with complex job sequencing subject to safety procedures and permit approvals. Construction scheduling software handles these complexities [faster and more accurately](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) than manual scheduling, helping to improve efficiency and communication among the workforce. Read on for a comprehensive guide to buying construction scheduling software: 1. What to do before the search 1. Assemble a software purchasing team 1. Take inventory of existing software 1. Benchmark current processes and workflows 1. Document relevant business goals 1. Discuss budget 1. Finalize a list of requirements 1. Construction scheduling software: feature checklist 1. Questions to ask during the search 1. Skedulo makes construction scheduling simple ## What to do before the search The right construction scheduling software makes a big difference; teams can improve communication, reduce double-bookings and no-shows, avoid understaffing important projects, and improve the [utilization of skilled workers](https://www.skedulo.com/blog/workforce-utilization-in-field-service/). Better scheduling means more completed jobs—and ultimately, higher profits. With so much at stake, it’s important to have clearly defined goals and requirements before the search. Take the following steps before contacting vendors: ### Assemble a software purchasing team Too often, purchase decisions are made without enough input from the people who will use and administer the software. When there is a major disconnect between what users want and what the software provides, staff will be unhappy and may not use the software as intended. As a first step, [build a software purchasing team](https://www.gartner.com/en/digital-markets/insights/5-key-insights-about-the-software-buying-team) that represents each relevant role: executive leadership, managers, schedulers, human resources, IT support, and field teams. Ensure you account for the perspectives of full-time staff, part-time staff, hybrid workers, temporary/seasonal workers, and subcontractors. However, make sure the team is still the right size to be effective; too many people can lead to a protracted decision-making process. If needed, use different feedback mechanisms to get the perspective of additional groups without adding them to the formal team. If your construction business has multiple divisions that will use the software, like residential and commercial construction, ensure each side is represented. Including diverse perspectives from the start will help avoid frustration later on. ### Take inventory of existing software Next, review the software already in use by the workforce. These could be BIM, asset management, cost estimating, enterprise resource planning (ERP), [workforce management](https://www.skedulo.com/learn/mwm-overview/), or accounting tools. Consider their features, current usage, and any feedback that has been collected from staff. For each platform in use, determine if the new construction scheduling software is meant to replace, supplement, or integrate with it. If you are unsure, make a note and evaluate again once you have reviewed a few construction scheduling software providers. ### Benchmark current processes and workflows Examine the company’s current processes to gauge how well they are working. Review the end-to-end workflow for scheduling new work, assigning workers to jobs, and communicating changes to field teams. Evaluate if RFIs, work orders, safety reports, invoices, and other important documents are being completed consistently. Note any bottlenecks or recurring issues you discover. Use concrete data points to [measure workforce productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) and current performance whenever possible. Measure schedule adherence, on-time project completion rate, average time to schedule, utilization rate, or other KPIs to create a benchmark for future comparison. ### Document relevant business goals Using feedback from the purchasing team, create a list of business goals this software will help accomplish. The goals can be short-term or long-term goals, but try to be specific and data-driven whenever possible. For example, the software you choose should [increase workforce productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/)—but productivity can be measured in total vs. on average, by team vs. by individual, and by project vs. by task. Get specific and define the metrics that will be measured on a regular basis. Business goals will be highly unique and specific to each construction company, but here are a few examples: - Increase schedule adherence by [X%] by [DATE] - Reduce travel time between job sites by [X%] by [DATE] - Increase the on-time job completion rate by [X%] by [DATE] - Improve workforce utilization by [X%] by [DATE] - Maintain 100% compliance with permitting, approval, and safety regulations ### Discuss budget Construction profit margins can be tight, depending on the cost of materials and availability of new projects, so budget is an important factor. At this stage, decide (approximately) what the company is willing to spend on a new software platform. This will largely translate to subscription fees and implementation fees for a SaaS platform. As you consider the “hard costs” of buying software, also consider the ROI of fixing operational problems. Inefficiency and under-utilization cost the company money, and on the flip side, solving those problems will _save_ money. For scheduling software specifically, there is a [strong connection between scheduling and revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). By increasing worker utilization, reducing scheduling errors, and ensuring coverage at all job sites, more projects will be completed (and be finished on time). ### Finalize a list of requirements With a clear grasp of the company’s needs, operational workflows, business goals, and budget, you can finalize a list of requirements for construction scheduling software. This list should be a clear summary of the purchasing team’s findings thus far. Construction is a highly regulated industry, so make sure any compliance requirements are clearly represented on the list of requirements. In addition to compliance, the list should include requirements for software features, reliability, and integrations. ## Construction scheduling software: feature checklist The software search should account for the unique characteristics of the company, like its specialty, size, and target market. For example, a construction firm that specializes in residential projects with 2-4 workers onsite at a time has different scheduling needs than one specializing in commercial projects with 20+ workers onsite. With that in mind, there are certain features that any construction scheduling software should have: - **COMMUNICATION TOOLS. **The software should make it easy to communicate with workers in the field, without relying solely on phone calls. - **SMART SCHEDULING. **Schedulers should have built-in tools to assign workers to jobs based on skill level, proximity, preference, or other factors. - **BUILT-IN DISPATCHING. **The main office should be able to assign out new jobs and share with workers, who can accept jobs via the mobile app. - **EASY-TO-USE MOBILE APP. **The construction scheduling app should be designed with mobile workers in mind, including offline capabilities. - **INTUITIVE, CLOUD-BASED PLATFORM. **Desktop and mobile versions should be intuitive for users and should sync across devices to avoid double-entry. - **SIMPLE FILE-SHARING. **Document management tools should make it easy to share RFIs, change orders, building codes, blueprints, specifications, invoices, safety reports, checklists, and other files. - **DATA SECURITY & ACCESS. **The platform should store company data, budgets, and project updates in a secure location with role-based permissions. - **DATA ANALYSIS. **The software should include reporting and dashboarding tools to help managers analyze and visualize operational data. - **INTEGRATIONS WITH KEY SYSTEMS. **The tool should offer integrations with other tools, like BIM, asset management, and enterprise resource planning software. While it’s not a feature in and of itself, **INNOVATION** also matters. With a great provider, innovation should come standard [when you buy workforce management software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/). The platform should be cutting-edge when you buy it—but it also needs to keep improving. Look for modern technologies like AI, predictive analytics, and machine learning to be included into the platform, and ensure the software provider is committed to releasing new features and improvements. ## Questions to ask during the search Now is the time to dive into specific construction scheduling software providers. Compile a short list of SaaS offerings you would like to explore further, and start working down the list. When you enter a meeting with a sales rep or begin a product demo, ask all of the questions you need to fully evaluate the product. Here are some questions about different elements of the software to get started: | Topic | Questions to ask | | --- | --- | | Software Features and Roadmap | Does the platform offer all of the key features on your checklist? What features are included for expense documentation, cost estimates, and invoices? What time tracking features are included? Did the interactive demo include all key features and demonstrate our use case effectively? Is the product roadmap available for customers to review? How are future software releases communicated to customers? How does customer feedback influence product roadmap decisions? | | Software Implementation | What is the setup cost? What is the implementation process like? What is the average implementation time? What is a comparable implementation time for OUR specific use case? What will be required of us, the buyer, during implementation? What does the software training or onboarding entail? How will the training account for different availability and learning styles? | | Cost | What is the recurring subscription cost? Is the cost based on the number of licenses? Are there additional fees for specific features, data storage, integrations, or other factors? What are the data costs associated with accessing info via mobile app? What are the minimum hardware requirements for phones or tablets to run the software? | | Integrations | How flexible and customizable is the platform? What integrations are available? Are there integration specialists available to help setup and troubleshoot integrations? | | Analytics and Reporting | What reports and dashboards are built-in? How can we create custom reports and dashboards? What are the data exporting options? How does the platform help with KPI measurement? Are there data analysts or dashboard specialists available to help set up custom reports? | | Data, Security and Compliance | How does the software account for construction industry requirements (e.g. permits, work-site safety regulations)? What are the data collection policies? What are the data security standards? How does the software comply with GDPR and ISO 27001:2013? How does the software assist with state and local compliance? What is the data ownership policy? Can data be obtained or migrated at any time? | | Development Staff and Capabilities | How large is the development team? Does the company have a business continuity plan? What are the company standards for uptime and service availability? Where is the software documentation located? How often is it updated? | | Customer Service | Will there be a customer success team or account manager assigned to our account? What are the SLAs and expectations for software support? What is the training and onboarding plan? | ## Skedulo makes construction scheduling simple Thanks to manual processes, construction is [ranked last in technology adoption](https://www.getyooz.com/blog/yooz-survey-technology-in-the-workplace) among ten industries surveyed—but this is a starting point for transformation. The industry is ready for advanced technology, starting with smart scheduling. Skedulo is an intelligent scheduling platform built for the field. Construction companies can use Skedulo to schedule, manage, engage, and analyze their workforce, all in one platform. With schedule optimization, scheduling a complex construction job is easier and more accurate than ever. The [Skedulo Pulse Platform](https://www.skedulo.com/platform/) is a cloud-based scheduling platform that offers smart scheduling, job matching, route optimization, easy data capture from the field, and offline access. With Skedulo, on average, workers are 21% more productive and leaders have 28% better visibility of work execution. See how Mainmark used Skedulo to [reduce paper-based processes by 90%](https://www.skedulo.com/customers/mainmark/) and give construction managers a clear view into team operations. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/consumerization-healthcare-experiences/" type: "blogPost" title: "The Consumerization of Healthcare Experiences" author: "Ed Backhouse" date: "2018-07-02" description: "Yesterday's patient is today's consumer. Learn what the consumerization of healthcare means for your organization and strategies to adapt to the change." lastmod: "2020-05-20" --- # The Consumerization of Healthcare Experiences Published July 2, 2018 · Updated May 20, 2020 · By Ed Backhouse · 5 min read The healthcare industry has, sometimes paradoxically, long taken a business-to-business approach to its operations. Drug companies marketed to physicians, insurance companies marketed to clinics, with the patient too often a passive character in the story. However, like many other industries, healthcare needs to adapt to the new paradigm of patients becoming more engaged, informed, and demanding consumers. Today’s patients are looking for much more than a prescription and a follow-up appointment. According to [JPMorgan Chase](https://commercial.jpmorganchase.com/pages/commercial-banking/industry-expertise/consumerization-of-healthcare), patients have a suite of considerations when choosing a healthcare provider, including “convenience, comfort, availability, flexibility and brand loyalty.” While younger consumers are more likely to shop around and expect tech-enabled customer experiences, those behaviors are not exclusive to those under 40. Older consumers are taking advantage of the tools available to them to shop around and make more informed choices, and no one is immune to the high standards of customer experience set by on-demand service providers. ## What Is the Consumerization of Healthcare Experiences? The consumerization of healthcare is a changing understanding of a patient as an active consumer of healthcare products and services, as opposed to a passive recipient. For providers, it also means competition on a new slate of factors for patient business, all centered around providing the best experience for a consumer with very specific needs. Healthcare is becoming a more individual, personal experience. Areas such as home health, where a professional comes into the home to provide care, are quite literally on the customer’s turf. If the patient doesn’t get a great experience--one where the caregiver respects their time, has the right information, and delivers the best possible service, the patient will look for it elsewhere. Patients today are looking for the best all-around value. Their time, money, and ultimately their care are important factors that weigh in the decision on where to get care. In turn, it drives the healthcare industry toward greater consumerization and even “[retailization](https://www.sg2.com/health-care-intelligence-blog/2016/01/sg2-strategic-countdown-engaging-the-new-health-care-consumer/).” ## The Changing Healthcare Landscape Changes are occurring at a rapid pace to shift toward healthcare consumerization. Home healthcare is [making a comeback](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/), delivering care literally to the doorstep of patients. The Bureau of Labor Statistics predicts the addition of [1.3 million jobs](https://www.governing.com/topics/health-human-services/gov-house-calls-doctors.html) to the field of home health care by 2020 in the United States, which makes home health care one of the [fastest-growing industries](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/). New technologies are contributing to the consumerization of healthcare. Patients can now teleconference or video chat with a doctor instead of spending hours or days waiting for an in-person appointment. Some clinics and healthcare plans even have free hotlines that members can call to get medical advice. [The Internet of Things](https://www.forbes.com/sites/bernardmarr/2018/01/25/why-the-internet-of-medical-things-iomt-will-start-to-transform-healthcare-in-2018/) makes it easier for caregivers to monitor patients’ progress and for consumers to track their own health indicators. Another important shift is the rise of [retail clinics](https://www.healthcareitnews.com/blog/retail-clinics-continue-shape-local-healthcare-markets): quick-care facilities offering limited services, often in chain pharmacies. Retail clinics make it simple for a busy person to get a flu shot or a prescription for an antibiotic without needing to take time off work to visit a primary care physician. The speed and convenience that make retail clinics appealing are a prime example of healthcare consumerization. Health savings accounts (HSAs) are another example of a healthcare service that takes its cues from consumer businesses. According to the [National Center for Health Statistics](https://nchstats.com/2018/05/22/health-insurance-coverage-early-release-of-estimates-from-the-national-health-interview-survey-2017/), 44% of Americans with private coverage were enrolled in a high-deductible health plan in 2017, up from 39% in 2016. High-deductible plans generally have lower premiums, making the out-of-pocket costs to receive care dramatically high. HSAs addresses this challenge facing healthcare consumers by offering tax-deferred savings accounts that can be used for certain healthcare expenses. [Changes are happening](https://www.skedulo.com/blog/managing-home-healthcare-new-business-climate/), and consumers are leading the charge. ## Adapting to Healthcare Consumerization Today’s consumers have high expectations for service delivery, and they are well aware they have options. While healthcare providers are often laser-focused on reducing costs, improving efficiencies, and maintaining compliance, patients are not always basing their decisions on these factors. When asked about what makes a doctor high-quality, patients rank attentiveness, competence, bedside manner, and several other factors over price. That does not mean, of course, that healthcare providers should take the focus off reducing costs. But to stay competitive and retain patients, providers need to consider reinvesting any cost savings into these patient preferences that do strongly influence their purchasing decisions: - **Fast, easy access. **When someone feels unwell, the last thing wanted is to get on the phone, go through phone prompts, sit on hold, and _then_ get to speak with someone to book an appointment. Patient-driven [scheduling](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo%20eBook%20-%205%20Secrets%20to%20Better%20Scheduling%20for%20Mobile%20Workers%20for%20In-Home%20Healthcare.pdf) allows consumers to book an appointment with the provider of their choice at a convenient time. This type of [automated healthcare scheduling](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) improves efficiency, resulting in more on-time appointments and more appointments per day. - **Attentiveness and bedside manner**. Patients care greatly about how their caregivers interact with them. Healthcare is deeply personal and sometimes quite frightening for patients. When caregivers are equipped with personalized information and act on it in the right moment--like providing extra reassurance and kindness to a patient who is regularly nervous about a treatment, for example--that patient will not only appreciate it but will likely recommend that caregiver to others. - **Streamlined and interoperable patient data. **Patients rightly expect that their health information collected in the past informs the best possible care. Not only will it frustrate patients to have to repeat information at each stage of their journey, but it also risks losing vital patient information, such as a medication allergy. Streamlined information sharing also means spending more time providing an excellent healthcare consumer experience. Maintaining [interoperable healthcare IT](https://info.skedulo.com/rs/960-CDH-700/images/Interoperability_ebook.pdf) systems is never something a patient would ask about, but it’s a prerequisite for meeting their consumerized demands. If systems don’t talk to each other, patient data won’t be where it needs to be when a caregiver has to act on it. - **Improved customer satisfaction.** Happy patients are [customers for life](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). Healthcare providers who aim to build relationships with patients and take steps to immediately address questions and concerns will enjoy repeat business; those who take customer satisfaction for granted will not. ## The End Goal: An Excellent Patient Experience In the changing healthcare climate, it’s a sink-or-swim market for healthcare organizations. Yesterday’s patient is today’s consumer. Don’t be afraid to market directly to the consumer and put the consumer’s needs first, just as any other business-to-consumer industry would. The consumerization of healthcare requires providers to adapt to change. The end goal **must be** to provide excellent consumer experiences—every time, for every consumer. Interested in learning more about how [intelligent healthcare scheduling](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) can help you provide excellent patient experiences? [Request a Skedulo demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/contingent-workforce-management-revenue/" type: "blogPost" title: "Effective Contingent Workforce Management Strategies" author: "Laura Przybek" date: "2022-11-19" description: "Managing a contingent workforce takes sophisticated processes and tools. Learn the challenges and key strategies for managing contingent workers well." lastmod: "2024-09-23" --- # Effective Contingent Workforce Management Strategies Published November 19, 2022 · Updated September 23, 2024 · By Laura Przybek · 7 min read The ways in which organizations hire and manage their workforce to deliver their products and services have significantly evolved to fit the needs of their customers. Current employment trends—like the gig economy, contracting, consulting, and freelance work—have emerged out of necessity. Labor shortages, economic slumps, and seasonal fluctuations are a harsh reality for many businesses, and they’ve had to adapt their workforce strategies to remain profitable and competitive. Leaning on a contingent workforce has become an increasingly popular solution for many companies, but getting it right is often challenging. Employers are typically unprepared to effectively manage contingent workers, especially those who don’t have the proper strategies in place to ensure success. Here, we’ll dive into the best contingent workforce management strategies to improve operational efficiency, employee satisfaction, and, ultimately, the bottom line. ## What is the Contingent Workforce? Organizations with a contingent workforce hire individuals (called contingent workers) to carry out project- or role-specific tasks. Contingent workers are not considered traditional, salaried employees, but are instead hired and paid by a company on an as-needed basis. Businesses across a wide variety of industries—like healthcare, construction, IT services, and retail—employ contingent workers to better support their labor needs. Contingent workers are also sometimes referred to as consultants, freelancers, independent contractors, independent professionals, temporary contract workers, or temps. ### Benefits of contingent workforces Regardless of what you call them, hiring and effectively managing a contingent workforce can help an organization reap a variety of key benefits, including: - **Lower labor costs - **Instead of racking up the unnecessary costs of hiring a full-time, salaried employee to complete tasks that are outside the scope of their workforce’s expertise or capacity, businesses can bring on a contingent worker to fulfill those needs. Occasionally hiring someone to handle jobs that require specialized knowledge, skills, or training can be much more [cost-effective](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/) than keeping them on the full-time. - **Increased flexibility - **Companies only hire contingent workers when they need them, which gives them the flexibility to meet customer needs during times of higher demand while avoiding excess costs associated with overstaffing. Whether the business is in a period of growth or volatility, a contingent workforce is flexible enough to fill in the gaps without the commitment of hiring and onboarding full-time employees. - **Enhanced customer satisfaction - **In the age of instant gratification (thanks, in part, to businesses like Amazon and Uber), [customer expectations](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) are rising. Contingent workers enable businesses to provide that same level of on-demand customer service and support—and even offer specialized services—without accumulating excess costs. - **Improved employee experience - **It’s estimated that by 2030, [75% of the U.S. workforce](https://www.wired.com/insights/2013/08/the-rise-of-the-millennial-workforce/) will be millennials, a generation that [highly values the allure of flexible working practices](https://www2.deloitte.com/us/en/pages/about-deloitte/articles/millennial-survey-freelance-flexibility.html). As part of a contingent workforce, employees have greater flexibility and balance between their work and personal lives, and can utilize their special skills and expertise in ways they may not otherwise be able to in more traditional, full-time roles. ### Recruiting a contingent workforce While each organization utilizes its own practices for recruiting and hiring contingent workers (depending on the specific role, intended customers, project length, etc.), there are a few common routes they typically take. If the business has an HR department with enough resources and bandwidth, they may take on the contingent recruiting and onboarding processes internally. If their HR teams are hyper-focused on the needs of their full-time, salaried workforce, the company may choose to hire a third-party staffing agency for support. The external, outsourced HR service will take on the recruiting, vetting, and onboarding tasks associated with hiring contingent workers. ## What is Contingent Workforce Management? Contingent workforce management refers to the tools, processes, and practices a company uses to manage the contingent workers it hires. It’s important to note that managing a contingent workforce is different from managing traditional, full-time employees. To ensure success, businesses should carefully consider the unique challenges, needs, and objectives of their contingent workers—and how those factors impact the organization’s [broader operational challenges](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/), needs, and objectives. This is especially true for companies with a [mobile or deskless workforce](https://www.skedulo.com/learn/deskless-workers/), as the tools and processes they require for adequate support can be further complicated by adding a layer of contingent workers. There are many moving parts involved in scheduling the right contingent to the right job site and getting them there on time; and identifying those factors can become extremely complex. ### Contingent workforce management challenges While managing any workforce can be challenging, contingent workers bring with them a distinct set of obstacles, including: - **Varying compliance standards - **Different states, regions, and cities often have various labor laws (like wage standards, role classification, and [workplace safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) rules) that companies must uphold. If the business doesn’t have the proper understanding of these legal rights—or tools that help track them—they put themselves at risk for costly litigation. - **Lack of integration - **Organizations sometimes choose to allow their contingent worker to utilize their own tools (like [productivity apps](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/), time trackers, communication platforms, etc.) to complete their work. But this leads to confusion, misalignment, inefficiencies, and mistakes that negatively impact their workforce operation. Let’s say, for instance, a company hires a contingent home health care provider with the specialized skills necessary to care for a particular patient. Rather than managing the provider through integrated technology, the business allows her to use her own tools for support. She uses Google Maps to navigate to the appointment site, manually tracks her working hours on a sheet of paper, [collects patient details](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) in the notes app on her phone, and emails her temporary supervisor when she needs information. After she completes the appointment, she sends an email to her supervisor regarding patient details, then fills out and sends a spreadsheet of her working hours to payroll; both of which are time-consuming, error-prone, and risky. Without proper tool integration, the business can’t ensure their temporary employees are delivering quality work when and where they’re supposed to—nor can they guarantee the [security of confidential customer data](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/). On the employee’s end, they waste valuable time re-entering information into emails and spreadsheets, and might struggle to contact supervisors for help while in the field. - **Fragmentation of management - **While organizing teams and hierarchies for a traditional workforce is relatively straightforward, assigning, understanding, and monitoring contingent workers can be tricky. If the company doesn’t have a clearly-defined management strategy (backed by powerful tools to ensure nothing or no one falls through the cracks), tracking and managing their contingent workforce can quickly become a fragmented, ineffective mess. ## Strategies for Effective Contingent Workforce Management With the right strategies in place, organizations can optimize their approach to contingent workforce management. These sophisticated techniques can have a measurable impact on both business operations and employee satisfaction: - **Integrate your platforms - **If your critical systems don’t talk to one another, it may be time to rethink your approach. It’s likely that your disparate tools are causing your workforce management to suffer—especially if you employ contingent workers. By integrating your scheduling, communication, CRM, dispatching, routing, HR, billing and finance, and other platforms, you can streamline your workflows and operations for a more efficient, productive workforce. It’ll save your back-office, full-time deskless, and contingent workers the time it would otherwise take to enter, re-enter, and sync data across your systems. Plus, the visibility you gain from [proper integration](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) can help your business better understand capacity vs. customer demand, and accurately staff to accommodate your needs, even as demand fluctuates. - **Real time updates - **Last-minute changes are an inevitable reality for businesses with a contingent workforce. Employees call in sick or end their contracts earlier than expected, customers cancel or reschedule, and both client and worker preferences constantly shift. To keep up with these changes, businesses need cloud-based tools that offer real-time updates, so everyone always has access to the most up-to-date information; regardless of their worker classification status. Employees are more connected to one another and are more productive, and operations teams have increased [visibility into the entire workforce](https://www.skedulo.com/blog/what-is-workforce-visibility/). - **Prioritize compliance - **Because contingent labor is complex, it’s essential to emphasize compliance within your workforce management strategy. To avoid strict penalties (and compliance breaches that negatively impact [employee satisfaction](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/)) make sure you do your research and put guardrails in place to abide by the necessary mandates. It’s helpful to use powerful workforce scheduling and management tools that track these details for you, especially if you have teams that operate in different regions. These technologies eliminate the stress and burden of keeping track of and adhering to compliance standards, which otherwise falls on the shoulders of already-busy staff schedulers. - **Use intelligent scheduling software - **Outdated, manual scheduling methods (like spreadsheets, emails, online calendars, or whiteboards) are error-prone and time-consuming to create and adjust. Automated scheduling tools can eliminate the [frustrating, manual component of scheduling](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/) so your team has more time to focus on higher-value initiatives. The right software securely uses your company data to create schedules that accurately fit contingent workers’ skill sets and the level of your customer demand—which maximizes the productivity and efficiency of your entire workforce. AI-backed scheduling tools generate the most effective schedules with a single click, matching the right contingent worker to the right job every time. The result is a happier customer base, more fulfilled employees, and an optimized workforce that’s ready to represent your company in the best light possible. ## Powerful Tools for a More Effective Contingent Workforce Whether your company employs traditional, desk-based employees, full-time mobile workers, contingent laborers, or a combination of the three ([and more](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/)), you need modern processes and tools that help you optimize your workforce operations. While traditional, manual tools and outdated strategies won’t cut it, a sophisticated approach to workforce management will help your business thrive. [Skedulo’s Deskless Productivity Cloud](https://www.skedulo.com/platform/) is built with the deskless workforce in mind. With fully integrated tools for real-time accountability, intelligent scheduling, streamlined communication, flexibility, and more, Skedulo can help your team maintain compliance, productivity, and performance. Learn more about [how to evaluate the right tools](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) for your workforce, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/contingent-workforce-management-revenue-growth/" type: "blogPost" title: "How a Contingent Workforce Drives Revenue Growth" author: "Michael Booth" date: "2024-08-13" description: "With the right strategy, contingent workers help companies unlock revenue sources in new geographic areas, customers, and specialty services." lastmod: "2024-09-30" --- # How a Contingent Workforce Drives Revenue Growth Published August 13, 2024 · Updated September 30, 2024 · By Michael Booth · 6 min read The past 10-20 years have brought a massive increase in contingent work. Experienced workers are retiring, technology has advanced to enable more flexible work patterns, and economic trends have encouraged more gig work. Contingent work provides new flexibility to workers and a way to bridge skills gaps in many industries. Contingent work has grown significantly in recent years and is an essential part of the global workforce. As of 2023, [80% of employers](https://www.dayforce.com/resources/2023-executive-survey-the-power-of-mobilizing-the-boundless-workforce) use contingent workers to get the job done. For some companies, contingent workers represent [30-50% of the total workforce](https://sloanreview.mit.edu/projects/orchestrating-workforce-ecosystems/). ## Contingent workforce: the basics First things first: what is contingent work, and why does it matter? ##### What is a Contingent Worker? Contingent workers are independent contractors hired to perform services on an as-needed basis. Contingent workers may be called freelancers, seasonal workers, consultants, gig workers, contract workers, or temps. Contingent workers are engaged for a certain time period or for the duration of a specific project, according to a contract. ##### What is Contingent Workforce Management? Contingent workforce management means to acquire, oversee, and empower contingent workers to deliver the best possible service on behalf of the organization. Company leaders set expectations for contingent workers to follow in their day-to-day work—but they must also respect the crucial differences between contingent workers and employees. ##### Why Contingent Work? **Companies seek contingent workers** as a less risky, more affordable, and quicker solution than adding permanent staff. Companies can use contingent work to scale up quickly or offer a highly specialized (or infrequent) service. Companies can also use contingent workers to fill gaps created by [staff turnover](https://www.peoplekeep.com/blog/employee-retention-the-real-cost-of-losing-an-employee)—especially in healthcare, field service, and other fields where skilled workers are in high demand. **Workers might seek contingent work **arrangements because of the flexibility they offer. An individual worker can pick and choose assignments and increase their workload on their own terms. A staffing agency or temp agency can provide access to a wide range of contingent work opportunities for industries (or geographic areas) where new permanent staff positions are scarce. ##### How Do Contingent Workers Compare to Employees? Contingent workers are not employees and do not receive employee-specific protections or benefits. Company managers can set expectations for reliability, professionalism, and upholding the brand, but they cannot direct contingent workers’ activities in the same way as staff. ## How to use contingent work to drive revenue growth When asked about the top benefits of using contingent workers, [company leaders cite](https://www.dayforce.com/blog/integrating-contingent-workers) increased productivity, greater workforce flexibility, and increased organizational agility. Contingent work can be part of a short-term or a long-term strategy. As a short-term solution, contingent workers can perform services while leaders recruit, hire, and onboard new employees. This helps weather issues with workforce retention and rapid growth. As a long-term solution, companies can use a mix of employees and contingent workers to deliver higher service volumes and specialized service types. Here are a few specific ways contingent work can unlock revenue growth: ##### Expand service areas With a contingent workforce, a company can expand to reach new locations and customer groups quickly. Contingent workers are trained and ready to go, which means faster ROI than hiring and training new staff. When expanding to a new service area, the company can engage with contingent workers who are based in the new service area to bridge the gap between the old and the new. In this way, a contingent work strategy allows the company to seize the revenue opportunity, while mitigating the risks and upfront costs. ##### Manage and sustain periods of high growth Higher demand means more opportunities for revenue and business growth. But it also means higher overhead costs to recruit, hire, and manage additional staff to meet this new demand. During these high-growth periods, leaders can use contingent workers to supplement employee capacity. It is faster to vet and onboard contingent workers than to hire and train new employees. Plus, if the demand wanes in the future, it is easier to scale down the contingent workforce than it is to lay off staff. ##### Offer specialized and white-glove service Contingent workers can offer specialized skills, unique experience, and qualifications that the company does not have in-house. Even if it’s a service the company wants to provide, it’s not always easy—or affordable—to hire permanent staff members with these qualifications. In these cases, contingent workers can fill an important gap that employees cannot. For example, a solar panel company performs ~1,000 installations per year, and ~10 of those appointments involve an irregularly shaped roof that requires a roofer to assist. If only 1% of appointments require this service, it makes more sense to use qualified contingent workers than to hire employees for that purpose. ## Contingent workforce management best practices **Set clear goals and work together internally. **Human Resources (HR), Procurement staff, and leaders in all departments need to understand the company’s workforce strategy and work together. Ensure everyone is on the same page about when it is desirable to hire permanent staff (e.g. when there is time to do so and a clear business need to have the relevant skills in-house) vs. when it is best to use contingent workers (e.g. time-sensitive situation or new market opportunity). **Respect the differences between contingent workers and employees. **When a workforce includes employees _and_ contingent workers, leaders must recognize these differences and [treat workers appropriately](https://www.workmarket.com/article/how-to-manage-independent-contractors-and-keep-them-engaged). The equipment, expectations, and work processes may differ between employees and contingent workers. Treating contractors as employees, or [misclassifying workers](https://www.oysterhr.com/library/guide-to-employee-misclassification), can trigger financial penalties, legal action, and damage to the company’s reputation. **Communicate the right message(s) and get feedback. **Segment communication to employees and communication to contingent workers. Consider communication tools that can deliver messages based on the start time of their next shift, rather than to all workers at once, to accommodate different work schedules. Provide opportunities for contingent workers to give feedback, and conduct a post-assignment exit survey to learn from workers’ experiences. This step alone helps managers stand out, since [nearly 60% of contingent workers](https://www.flextrack.com/2022-state-of-the-contingent-workforce-report-flextrack/) report they do not get post-assignment surveys on a regular basis. **Make data-informed decisions. **Forecast demand to improve workforce planning and scale up contingent workers (and/or staff) appropriately. Implement systems to capture important data, like productivity and effectiveness metrics. (Be sure to account for differences between the performance metrics set for contingent workers vs. employees.) Make this data available for decision-making using role-based permissions. **Standardize your contingent workforce management. **Multiple departments may use contingent workers, which creates opportunities for inconsistency. Create a standard way to source, vet, engage with, and pay contingent workers. Look for ways to make the process appealing for skilled contingent workers, like offering their preferred payment methods. To illustrate: 80% of workers prefer to be paid electronically, compared to only 13% who prefer being paid by paper check—but [31% of independent contractors](https://www.adp.com/spark/articles/2020/08/the-importance-of-paying-independent-contractors-on-time.aspx) report being paid via paper check. **Invest in the right technology. **Implement quality assurance programs to ensure contingent workers are classified and managed appropriately. [Workforce management software](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/) helps administer the contingent workforce strategy: schedule jobs, allow contingent workers to claim jobs on the schedule, store workers’ qualifications, and track contract end dates. **Ensure the right mix of vendors over time. **The market will shift, the business priorities will evolve, and the workforce strategy will need to keep up. Consider the right mix of vendors based on their specialty, location, size, pricing, etc. Regularly review third-party relationships with staffing agencies and individual contingent workers to ensure they are meeting your needs. ## Using Technology to Manage Contingent Workers As one expert stated [in an interview about contingent work](https://www.worksome.com/blog/the-workforce-of-the-future-the-rise-of-contingent-work), “The future talent war will be won by companies that provide as many avenues to access talent as possible and have the systems in place to manage and optimize them effectively.” Contingent workforce management depends on the right technology to assist the process. Skedulo is a mobile workforce management platform that makes it easy to create custom rules and workflows for managing contingent workers. Post jobs to a job board, where contingent workers can pick their assignments. For a more flexible experience, send out job offers to your workforce—including contingent workers—to see who accepts the job based on availability. Skedulo helps companies make the most of the contingent workforce, while providing a great user experience for every worker. Check out [Scheduling Mobile Work: 7 Insights From Customer Research](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) to learn more about the role of scheduling and communication in workforce management. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/cost-of-operational-efficiency/" type: "blogPost" title: "Operational Inefficiency: The True Cost of the Status Quo" author: "Ed Backhouse" date: "2026-04-08" description: "New tech investments and workflow improvements come at a cost. But what is the status quo of operational ineffiency costing you? Read more." lastmod: "2026-04-08" --- # Operational Inefficiency: The True Cost of the Status Quo Published April 8, 2026 · By Ed Backhouse · 5 min read Achieving enterprise growth goals, like increasing profitability or service capacity, requires careful investment. This investment may take different forms: adding headcount incurs hiring and training costs, implementing new software entails upfront costs and subscription fees, and changing operational workflows diverts time from customer service to internal training and change management. These upfront and ongoing costs can be daunting, especially for decision-makers tasked with improving margins. An informed cost-benefit analysis requires tallying up the total costs of the change, but **what does it cost you to stay the same?** Maintaining the status quo of operational efficiency—the current workflows, Standard Operating Procedures (SOPs), and technology (or lack thereof)—is considered the "baseline" [in complex buying decisions](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/). But that baseline has a certain level of waste, inefficiency, and inconsistency that holds back operations. While it may not have a clear price tag, the operational status quo is incredibly costly. [**Operational inefficiencies waste 20–30%**](https://avitusgroup.com/safety-management/biz/5-costs-of-operational-inefficiency/) **of your annual revenue** with hidden costs dispersed throughout the enterprise. To make the best decision for the organization, balance the costs of operational improvements and technology investments with the costs of ongoing issues such as miscommunication, poor scheduling, and inefficient processes. | Nearly one-third of an employee's day is wasted by operational inefficiencies, including unnecessary administrative work, inefficient communication, or outdated technology. | | --- | | Operational inefficiencies create liability: poor visibility into workflows and manual processes pose security risks to regulatory compliance and worker safety. | | Underutilized workers tend to be less satisfied and less engaged. This degrades customer service, increases churn, and affects overall workforce morale and retention. It costs $4k+ to replace one worker, not to mention the cost of losing built-up trust and longstanding relationships with colleagues and customers. | | More than two-thirds of consumers are willing to spend more for a great customer experience—many are willing to switch to a competitor after just one bad experience. | ## **Four Ways Operational Inefficiency Can Harm the Business** Inefficiency doesn't live in one department — it compounds across your entire operation. Here are four interconnected areas where the status quo extracts the highest cost. - **Workforce Productivity:** Bottlenecks, disconnected systems, and unclear processes prevent workers from performing to their potential — costing revenue with every rescheduled job. - **Scheduling Efficiency:** Poor scheduling drives customer attrition, inflated expenses, staffing imbalances, and an inability to scale — all of which erode margins and cap revenue growth. - **Workforce Support & Communication:** Workers who lack real-time information, clear communication, and a connection to the organization become disengaged — and turnover follows. - **Automations & Process Optimizations:** Status quo systems lack AI and automation capabilities. The longer organizations wait to adopt them, the greater the opportunity cost and competitive disadvantage. ## **01. Workforce productivity** Workflow bottlenecks, disparate systems, and confusing processes all prevent workers from being as productive as possible. Consider the productivity costs associated with: - **Inefficient travel:** For mobile workers who travel to multiple sites per day, the wrong travel route increases windshield time, fuel costs, and late arrivals for subsequent appointments. A lack of [sales route optimization](https://www.skedulo.com/blog/sales-route-planning-a-guide-for-field-sales-teams/) means fewer jobs completed per day, leaving potential revenue on the table. - **Unclear communication and processes:** Workers need real-time access to communication tools, job details, customer history, and troubleshooting resources. Without easy access to these, appointments take longer, fewer jobs are completed on the first visit, and [customer satisfaction and retention suffer](https://www.skedulo.com/blog/field-service-customer-satisfaction/). - **Switching between systems:** Many frontline workers report their employers have [a disjointed technology strategy](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/), requiring them to navigate multiple apps, disconnected systems of record, and unstructured data. This "toggling tax" costs [up to 9% of workers' time](https://hbr.org/2022/08/how-much-time-and-energy-do-we-waste-toggling-between-applications). While each instance may seem small, they add up to major costs to the enterprise. For example, consider a company that employs 350 field service technicians and averages $250 in revenue per service appointment. If each technician reschedules two jobs per week due to miscommunications, travel issues, or a lack of info/equipment, that adds up to $9M+ in lost revenue per year. | 350 | $250 | 2 | $9M | | --- | --- | --- | --- | | 500 | $275 | 3 | $21M | | 750 | $300 | 3 | $35M | | 1,000 | $350 | 4 | $68M | The right technology equips workers to perform to their potential. For best results, [measure workforce productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) to identify areas for improvement and give frontline workers secure, role-based access to the key data they need to do their best work. ### Real-world ROI: Connexin When [Connexin](https://www.skedulo.com/customers/connexin/) used Skedulo to streamline customer data capture via mobile-first access, they saved so much time in the field that they were able to double their workforce after the first year and again the year after that — successfully scaling their business with greater productivity while controlling costs through improved operational efficiency. ## **02. Scheduling efficiency** The scheduling process—and the technology used to create and communicate schedules—affects operational efficiency at multiple levels. Subpar and inefficient scheduling leads to: - **Customer attrition:** Delays, last-minute cancellations, and rushed service appointments degrade the customer experience, leading to negative reviews and lost customers. - **Reduced service capacity:** Wasting time on travel instead of customer service means [fewer completed jobs per shift/week](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) and less face-to-face time with customers for potential upselling or complementary service offerings. - **Inflated expenses:** Poor route planning increases fuel costs, and poor scheduling processes require administrative time that could be spent on revenue-generating activities. - **Staffing imbalances:** Understaffing burns out employees and increases turnover costs, while overstaffing inflates wage expenses without proportional revenue generation. - **Inability to adapt:** The inability to respond to schedule changes causes companies to miss opportunities during peak demand periods and struggle to maintain service levels during disruptions. These inefficiencies add up to major productivity loss. [According to McKinsey](https://www.mckinsey.com/capabilities/operations/our-insights/smart-scheduling-how-to-solve-workforce-planning-challenges-with-ai), companies that replaced manual scheduling methods with [smart scheduling](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) saw a 67% decrease in job delays, a 29% increase in on-site productivity, and a 6% increase in task fulfillment. In addition to operations, **scheduling issues affect scalability**. With the right system, each scheduler can handle 75 workers, allowing the frontline workforce to grow up to 50% before incurring additional scheduling overhead. ### Real-world ROI: Common When [Common](https://www.skedulo.com/customers/common-case-study/) used Skedulo to move from manual processes to smart scheduling, the company increased annual revenue by more than $100k — going from 55 tours per month to 75 (a 37% increase) and cutting time-to-schedule from 15 minutes to just 1 minute. ## **03. Workforce support and communication** When workers are not empowered to do their best work, [the downstream effects erode revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). Insufficient support for workers means they arrive unprepared, feel disconnected from their peers, and don't know how to access key job materials. A lack of support or clear communication protocols can cause: - **Higher rates of job failure and rework:** Workers who arrive without proper materials, safety checklists, or troubleshooting guides cannot complete jobs efficiently or safely. This leads to incomplete work, return visits, customer dissatisfaction, and potential safety incidents that create liability costs and damage brand reputation. - **Poor access to information:** Without optimized travel routes or real-time access to customer information, workers waste time tracking down basic job details and traveling on inefficient routes, reducing the number of jobs completed per day. - **Low employee engagement:** Workers who don't feel connected to their work, coworkers, or main office become disengaged and leave. [Mobile workers want autonomy, influence over schedules, and predictability](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) — and when these needs aren't met, companies face costly recruitment and training cycles. When leaders equip workers with job information, safety resources, optimized routes, troubleshooting guides, [and a connection to the organization](https://www.skedulo.com/blog/belonging-at-work-for-mobile-workers/), they can be more productive and complete more revenue-driving activities. ### Real-world ROI: Regal Health When [Regal Health](https://www.skedulo.com/customers/regal-health/) implemented Skedulo as part of an operational overhaul, they were replacing manual systems they'd used for 20 years. Digital transformation reduced operating costs by more than 35% as a percentage of revenue and enabled them to grow their workforce by 65%. They're now serving as many as 20,000 clients per month. ## **04. Automations and process optimizations** Status quo systems tend to lack the automation and AI enhancements needed to be competitive here and now. Beyond the baseline advantages of reducing manual work and improving workforce productivity, [AI-enhanced field service systems](https://www.skedulo.com/learn/ai-agents/) are dynamic and responsive, learning from operational data to produce better predictions and outcomes over time. In most industries, maintaining the status quo means falling (further) behind the AI curve. The longer organizations wait to adopt these advanced tools, the greater the opportunity cost. [Healthcare operations management](https://www.skedulo.com/blog/ai-healthcare-operations-management/) is already benefiting from AI optimization: it supports better patient experiences, [resolves bottlenecks in mobile healthcare scheduling](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/), and streamlines billing, claims, and other administrative tasks. For organizations that have not [invested in AI-enhanced and automated technologies](https://www.skedulo.com/blog/this-year-in-ai/), the imbalance of technology results in a lower revenue ceiling. ### Real-world ROI: Mainmark Field sales teams that use Skedulo's optimization engine scheduled and completed 64% more jobs and spent 17% less time traveling between jobs. At [Mainmark](https://www.skedulo.com/customers/mainmark/), digital transformation enabled seamless integration of sales and operations, improving cash flows, increasing efficiency, and reducing paper-based processes by 90%. - **9x** — average ROI achieved by Skedulo customers - **20%** — increase in frontline worker productivity - **68%** — increase in customer satisfaction scores ## **Can you afford to maintain the status quo?** To calculate the true cost of change, don't forget to examine the cost of staying the same. - Inefficient communication and poor workforce utilization will cost you opportunities to reach new clients and provide more service. - Opaque workflows are a breeding ground for risk, liability, inconsistency, and confusion among workers. - [Job seekers prefer employers that can support them](https://www.microsoft.com/en-us/worklab/work-trend-index/technology-unlocks-a-new-future-for-frontline) with mobile workforce technologies such as smart scheduling, centralized communications, and route optimization — making it even harder for inefficient operations teams to source talent. Add up the cost of existing inefficiencies and the revenue left on the table to get a more accurate view of costs and ROI. **Skedulo is built for frontline workers and the nature of mobile work.** Skedulo offers real-time communication, AI-assisted scheduling and route optimization, and seamless integration with existing office workflows — connecting HR, CRM, ERP, and other systems to factor in relevant data for real-time scheduling. [Request a demo today](https://www.skedulo.com/book-a-demo/) to see how Skedulo can streamline your operations and unlock revenue growth. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/current-state-of-home-healthcare/" type: "blogPost" title: "The Current State of Home Healthcare" author: "Gregory Pino" date: "2018-09-24" description: "Home healthcare is growing and evolving. NJRA explains why providers need a patient-centric, integrated mobile workforce management system to thrive." lastmod: "2020-05-20" --- # The Current State of Home Healthcare Published September 24, 2018 · Updated May 20, 2020 · By Gregory Pino · 6 min read _We are pleased to have as a guest writer Greg Pino, Vice President of Operations and Sales at New Jersey Respiratory Associates (NJRA)._ The dynamics of home healthcare are changing significantly for everyone involved: patients, caregivers, home health providers, and more. At [New Jersey Respiratory Associates](https://www.seenjra.com/) (NJRA), we have observed and adapted to these evolving trends over the past three decades. We are a family-owned business founded 35 years ago that provides services like 24/7 on-demand respiratory therapy, equipment support, and education for skilled nursing facilities. It’s easy for mobile health providers to get left behind by the changing market forces, healthcare technology, and other variables. But by transforming NJRA into a digital powerhouse that makes full use of [mobile workforce management](https://www.skedulo.com/learn/mwm-best-practices/), we have successfully grown our client base to approximately 150 nursing facilities around New Jersey. ## The Changing Landscape of Home Healthcare In recent years, the home healthcare market has seen phenomenal growth. As the global market is expected to top [$364 billion by 2022](https://www.marketsandmarkets.com/Market-Reports/home-healthcare-equipment-market-696.html?gclid=CjwKCAjwzenbBRB3EiwAItS-u0LV5MAFAkXFg6CnmKeJTKTKkvxyJ3C6UMZrpF68ZEfXqvGyU99NUBoCnpYQAvD_BwE), let’s understand the key factors behind this explosive growth: ### Increase in Aging Population By 2020, it’s expected that there will be 55 million Americans aged 65 or older, and [more than 98 million](https://www.prb.org/aging-unitedstates-fact-sheet/) by 2060. This is greatly increasing the demand for healthcare providers, and particularly home healthcare providers. Interestingly, one-third of the existing nursing population is also approaching retirement age. Healthcare organizations are going to face challenging times figuring out how to recruit and retain talent, increase efficiency, cater to patient needs, and grow the business in this climate. ### Consumerization of Healthcare For years, the healthcare industry has adopted a B2B approach to its operations, relegating consumers to be passive players. The [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) is shifting the patient to be an active consumer of healthcare products and services. It’s about putting the consumer first. Customer expectations are at an all-time high as companies like Amazon and Netflix have raised the bar, providing [high-quality service experiences](https://www.skedulo.com/blog/how-home-services-providers-adapt-to-new-expectations/). Their service delivery framework has pushed other industries to scrutinize their own business models. So, what makes the customer happy and more likely to return to a specific caregiver? - **Empathy: **59% of Americans cite doctor-patient relationship and caregiver personality as determinants in quality care. In essence, they’re looking for providers who can be empathetic to their concerns. - **Use of Technology: **Providing a tech-savvy experience is an important factor. While older patients may not see this as a must-have, the younger generation(s) in the family, who tend to be key influencers in making caregiver decisions, expect [mature technological solutions](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/). ### Mobile Workforce Management While on one end, we work on developing patient-centric strategies, on the other end of this spectrum, we also need to keep our caregivers happy. We need to offer them a mechanism to perform their daily operations in a quick, efficient, and effective manner. With [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/), we can give caregivers the tools to do their jobs effectively, while increasing our focus on key business objectives. Whether it’s reducing overhead costs, improving patient satisfaction, or improving employee retention, the right mobile workforce management is key. Mobile workforce management gives a healthcare organization like us the ability to [manage complex schedules](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/) in a way that we couldn’t before. With mobile workforce management in place, care coordinators have better visibility into the entire workforce (even for independent contractors), and they can better plan for variables like travel time and new appointments. Our home health workers benefit from proactive schedule updates, mobile-friendly data entry, and the ability to reference patient data from a secure mobile system. ### Workforce Management Tools Help the Future of Home Health Using a workforce management solution, such as Skedulo [integrated with Salesforce](https://www.skedulo.com/integrations/salesforce/), helps tackle these challenges in the home healthcare space. For NJRA, the impact has been astounding: more than [20% growth YoY](https://www.skedulo.com/customers/new-jersey-respiratory-associates/) and a 33% increase in accounts per therapist over the past three years. Let’s look at a few scenarios in which the solution helped NJRA. ##### **Common System for Multiple User Groups** At NJRA, we have two types of field workers: respiratory therapists, who perform the clinical work, and technicians, who manage equipment and supplies. While we previously had separate forms and processes for each type of user, we now have a single, customized digital system for all users. This integrated system reduces overhead costs and complexity while [increasing our workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) across the board. ##### **Intelligent Scheduling** Our scheduling, which used to be done on a weekly basis, can now accommodate a long-term view. For example, if a therapist needs to check on a patient once a week, a weekly appointment is scheduled in advance over the next six months. If the patient exits the system in the middle of the process, the corresponding appointments are automatically cancelled. We also use the system to optimize travel and workforce routing. For example, if there is an on-demand patient visit request today and another patient scheduled for tomorrow at the same facility, the system can recommend the therapist to combine these visits. This improves our workforce productivity and efficiency (plus, it makes for a better therapist experience). ##### **Centralized Data** Skedulo’s integration with Salesforce has given us a centralized view of data, which helped us improve field service operations. For instance, when a technician visited a facility in the past, he or she would fill out a form with details on equipment delivered and collected and submit it in the office. At the end of month, the admin team would reconcile this data and translate the information into invoicing and other tracking systems. Also, they would post clarifications to the technician, who may not remember all the relevant information at the end of the month. However, with a centralized view, the completed digital form is now immediately reconciled, and the invoice is automatically generated. Also, Skedulo’s ability to collect data offline and later sync with the central system eliminates our dependencies on unreliable Wi-Fi networks at nursing facilities. ## What Home Healthcare Leaders Can Do It’s an opportune time for leaders in the healthcare segment to take a look at their operating model and digitize it. From NJRA’s experience through the process of onboarding Salesforce and Skedulo, I’d recommend the following approaches: 1. **Solve the “90% problem” first: **At NJRA, we were cautious to not over-engineer. Rather, we identified the part that contributed to most of our problems (mobile workforce management) and began with addressing that. We took the learnings from this experience and added more business cases, like integration with invoicing systems, later. 1. **Outpace competition with sophisticated technology: **Surprisingly, even the big players seem to use [rudimentary manual methods](https://www.skedulo.com/blog/). Using sophisticated technologies provides a competitive edge, helps operate at incredible efficiencies, and keeps customers happy. 1. **Gain better data insight: **The ability to understand various data collection points, connect different kinds of data, and see the big picture can be a crucial advantage. For example, when we needed to know how often our therapists are at a given facility at any given time, we could pull that data quickly and easily to find solutions. **Make caregivers happier and more productive: **With automation, caregivers in the field no longer have to deal with paper, can communicate better with admins, make patient visits faster, and be more productive. ## What’s Next for Mobile Healthcare Tech? As patient demographics change and customer expectations skyrocket, having systems in place to tackle these challenges is absolutely essential. A system like Skedulo that can integrate with your data and deliver patient-centric scheduling is central to not only surviving, but thriving in this evolving market. Interested in seeing how intelligent healthcare scheduling can benefit your organization? Request a Skedulo [demo](https://www.skedulo.com/book-a-demo/) today! _[Click here](https://www.skedulo.com/thank-you/webinar-simplify-operations-for-coordinated-and-home-healthcare/) to view the webinar version of this post._ ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/customer-effort-score-ces-and-how-to-use-it/" type: "blogPost" title: "Customer Effort Score (CES) and How to Use It" author: "Elizabeth Mitelman" date: "2024-11-14" description: "Customer effort score (CES) measures the effort required for customers to interact with a business. Here’s how to measure CES and what to do with it." lastmod: "2024-11-14" --- # Customer Effort Score (CES) and How to Use It Published November 14, 2024 · By Elizabeth Mitelman · 7 min read Effort matters. When a customer can book appointments online, opt-in for automated appointment reminders, and pay quickly with their preferred payment method, they are more likely to be loyal repeat customers. But when they have to contact a business multiple times or jump through hoops to make a purchase, they are far less likely to return. Reducing the effort required to do business with your company starts with _measuring_ the effort required. Read on to learn more about customer effort scores and how to use them. ## What is the Customer Effort Score (CES)? Customer effort score (CES) is a metric that measures the ease of use of a company’s product, service, or support. It is used to assess how easy or difficult it is for customers to accomplish key tasks, like scheduling an appointment or resolving an issue with customer support. CES is measured by asking customers to respond to a survey. For example, a customer effort survey might ask, “On a scale from _very easy _to _very difficult_, how easy was it to interact with (company)?” CES is one metric to measure customer service, but not the only one: [customer satisfaction (CSAT) score](https://hbr.org/2023/01/10-ways-to-boost-customer-satisfaction) and net promoter score (NPS) are also important data points for customer-facing operations. These items are highly related but not interchangeable. For example, a customer can be thrilled with their provider’s skills and service (high CSAT) but feel that it’s too difficult to book appointments or pay their bill (poor CES). Customer effort score is important because it helps businesses: - **Get real-time feedback about problem areas**: learn from each customer interaction and address the process steps that introduce friction - **Improve self-service channels**: allow clients and prospects to [do more through self-service](https://delighted.com/blog/customer-self-service) portals, apps, and automated messages - **Make customer support teams more efficient**: use CES data to address issues that otherwise result in support calls, which frees up customer support time for other work - **Build customer loyalty**: low-effort companies see greater customer loyalty and higher repurchase rates, [according to Gartner research](https://www.gartner.com/smarterwithgartner/unveiling-the-new-and-improved-customer-effort-score) ## Measuring Customer Effort Score At its most basic level, CES is measured by asking customers about the effort required to complete their desired tasks. Companies can measure the average customer effort and the share of positive responses to set a benchmark, set realistic goals, and track changes over time. If you use a different scale, such as 1-5 or 1-3, adjust the formula to the range that you define as a positive response. If your measurement system uses visuals like emoticons or icons—more on that below—it will need to be translated into a numerical scale for measurement purposes. The most positive response will become the highest number (3, 5, or 7), and the most negative one will become the lowest number (1). ##### HOW to measure effort Regardless of the exact scale, the question measuring customer effort score should be neutral and clear. The simpler the question, the higher the response rate. Open-ended “write-in” feedback from customers is incredibly valuable, but it should be optional. This will help maximize response rates for the primary CES prompt, while providing a feedback mechanism for customers who want to share more. There are several ways to ask about customer effort. Here are a few of the most common: **Likert scale** The [Likert scale](https://delighted.com/blog/likert-scale) is perhaps the most common way to measure CES. This is a 5- or 7-point rating scale that ranges from _strongly agree_ to _strongly disagree_, with a neutral option in the middle. It measures the user’s sentiment toward a given statement, such as “Skedulo made it easy for me to handle my issue.” This question can be customized to match the workflow so the wording is different at different steps, e.g. measuring CES when scheduling an appointment vs. when interacting with customer support about a problem. **Numerical score** Companies can measure CES with a simple numerical scale that ranges from _1: very easy_ to _7: very difficult_. Create a brief survey with a prompt like “On a scale from 1-7, how easy was it to use this feature?” and provide a clearly labeled scale. There should be a neutral option in the middle, e.g. _4: neither easy nor difficult_. **Emoticons** An emoticon scale is one of the fastest and most visual ways to measure CES. In response to a question like “How easy was it to solve your problem today?” customers choose from a range of 3-5 emoticons, with a sad/angry face at one end and a happy face at the other. The happy face(s) will count as “easy” responses for CES scoring. ##### WHEN to measure effort Encourage survey responses by asking the question at the right time. Ideally, you can use [automated systems](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/) that send the CES survey when specific conditions are met. For example, when a field service technician marks a job complete, the system automatically sends a brief CES survey based on the change in job status. It’s common to use a CES survey to: **Measure interactions that led to a purchase.** Learn from new customers about what led them to choose your company/service. Use a survey on a post-purchase page or in new client onboarding materials to measure CES while the topic is fresh on customers’ minds. **Measure service interactions. **Service interactions may occur in person, like [field service jobs](https://www.skedulo.com/blog/field-service-management-best-practices/) and home healthcare appointments, or remotely, like calling or emailing customer support. For each type of service, make it part of the service workflow to ask about customer effort. For example, in the “ticket closed” email after a customer support interaction, include a brief request to “rate how easy it was to resolve your issue today.” When the job is onsite with the customer, this can be part of collecting the customer’s signature or delivering the invoice. **Measure UI and UX effectiveness. **When product teams are testing the UI and UX of their platform, CES is incredibly useful. Product teams can benchmark CES for the current UI/UX, and then measure CES afterward to see what has changed. If users report an easier experience after the change, you are heading in the right direction. (Use the same wording and process triggers for before-and-after testing for best results!) ##### WHERE to measure effort Whenever possible, conduct the CES survey on the same channel where the interaction occurred: self-service, in-person, via chat, phone, email, [in-app](https://refiner.io/blog/in-app-survey-response-rates/#What_Exactly_is_an_In-app_Survey), in a web portal, etc. By asking for feedback in the same platform, companies encourage more timely responses, which leads to higher response rates and more actionable feedback. In some cases, the CES survey can be delivered within the workflow itself, like a scheduling system with built-in feedback mechanism. In other cases, an update from one area (e.g. customer support ticketing system) will trigger a CES survey sent from another system (e.g. automatic invoicing or communications system). Don’t overlook the importance of the mobile experience. Make sure the survey is user-friendly and mobile-optimized for small screen sizes and mobile browsers. ## How to use CES to improve business operations First things first, tailor CES measurement to your business and goals. Companies with very different service types may choose to deliver CES surveys at different times or use different wording. For example, a plumbing company may be more comfortable using the emoticon scale to measure their appointment scheduling platform than a healthcare provider would be. Some types of work, like repairing utility lines, involve time-sensitive and dangerous tasks; a utility company may opt to deliver a CES survey for routine services but not for emergency repair situations. With your business goals in mind—and CES data in hand—you can start to use the data: ##### Review and share the data Review customer effort scores regularly, and make note of trends over time. This helps track changes—good or bad—in CES that reflect operational changes. Operations leaders should also review the open-ended feedback provided in CES surveys. These responses help uncover specific pain points for customers and common bottlenecks in the process. If the company receives a significant amount of open-ended feedback, use [automated alerts or routing](https://www.skedulo.com/blog/ai-healthcare-operations-management/) to send notable responses to the right team. For example, a solar company with separate installation and consulting divisions chooses to route all feedback containing “installation” to the appropriate side of the business. ##### Prioritize and act on specific issues Time and resources are always limited. When starting out with customer effort, begin with the steps in the workflow you are most interested in or concerned about. If you are most concerned about new customer onboarding, ask for CES feedback immediately after the onboarding process; if you are concerned about customer support, prioritize getting CES feedback right after interactions with customer service teams. Operations teams should use customer effort survey feedback to inform the company’s roadmap. It provides useful information about how to improve the workflow, the product, or the digital experience delivered in customer-facing portals and [employee apps](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/). ## How Skedulo affects customer effort Delivering an excellent, low-effort experience requires the right technology. Customer portals, scheduling tools, web design, and more—all the pieces must come together seamlessly. Skedulo is a mobile workforce management platform that enables companies to deliver a consistently great experience. Operations teams can create custom forms to match their unique workflow and make low-code adjustments as needed. Skedulo integrates with other top software providers so employees can access key job details that make them more prepared to do the work. With a customized workflow for customers and a highly capable staff, CES results will head in the right direction. See [what makes the Skedulo Pulse Platform unique](https://www.skedulo.com/platform/) and how it can help improve customer service. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/deskless-productivity-cloud-product-release/" type: "blogPost" title: "Product Release: Announcing The Deskless Productivity Cloud" author: "Miles Kelly" date: "2020-03-24" description: "Skedulo is proud to introduce the Deskless Productivity Cloud, a better way for businesses to engage with their deskless workforce. Read more on the blog." lastmod: "2020-05-12" --- # Product Release: Announcing The Deskless Productivity Cloud Published March 24, 2020 · Updated May 12, 2020 · By Miles Kelly · 3 min read Skedulo is excited to introduce The Deskless Productivity Cloud, a breakthrough solution that empowers businesses to manage, engage, and analyze their deskless workforce. The Deskless Productivity Cloud is purpose-built to allow organizations across high-touch service industries such as Healthcare, Solar sales & service, Nonprofit, and Retail meet the needs of their business in five main areas: 1. **Manage** work and organize the schedules of hundreds of deskless workers both mobile and in fixed locations 1. **Engage** employees and customers through the Skedulo web and mobile applications to encourage collaboration, deliver satisfying experiences, and get more impactful work done 1. **Analyze** work results and scheduling patterns to intelligently improve service delivery 1. **Configure **a flexible solution tailored to existing business workstreams 1. **Extend** the deskless environment to interoperate seamlessly with the surrounding technology ecosystem Enhancements and new capabilities released today are based on customer research and strengthen the core Skedulo platform and associated applications. With these additional capabilities The Deskless Productivity Cloud, powered by the Skedulo platform, becomes the leading choice in [deskless productivity software](https://www.skedulo.com/blog/what-is-deskless-productivity-software/) for service organizations that employ both mobile and fixed-location workers. ## Shifts & Rosters: Extends Skedulo’s Powerful Scheduling Capabilities to Deskless Workers in Facilities or Fixed Locations With the introduction of Shifts & Rosters, companies are able to schedule their front-line deskless workers for both remote, appointment-based jobs as well as shift-based jobs at facilities and fixed-locations. The result is that [deskless workers](https://www.skedulo.com/learn/deskless-workers/) can be managed in one system, improving visibility to deskless workforce productivity and driving operational efficiency. Features include: - Single-system visibility of schedules for all deskless employees - Ability to build base roster templates and re-use them - Schedule, assign, and dispatch a roster for a particular time period. - Track time spent working, distance travelled, and check-in/check-out time by location - View utilization and cost information for completed work - Monitor work completed for fixed locations separately from mobile work, as needed [Learn more about Skedulo shifts & rostering](https://www.skedulo.com/product/shift-scheduling/) ## Skedulo Analytics: Harness the Power of Data to Drive Efficiency and Guide Strategy Traditionally data about deskless worker productivity has resided in multiple systems depending on industry and business requirements.The new capability uses data in a meaningful way to unlock insights that can improve worker productivity, drive operational efficiency, influence company strategy, and give organizations a competitive edge. Features include: - Ability to connect fragmented data across systems allowing Skedulo to serve as the source of metrics on deskless workforce productivity - Clear and actionable reporting on worker hours and costs - Simplified administrative and compliance reporting - Readily exportable data for 3rd party reporting. [Learn more about Skedulo analytics](https://www.skedulo.com/product/analytics/) ## Dynamic Messaging: Engage Employees and Drive Productivity Many deskless workers have direct interaction with customers and are the face of the company. Their performance on the job impacts customer satisfaction, company reputation, and ultimately business growth. Dynamic messaging gives mobile workers a powerful tool to communicate on-demand with schedulers and other resources necessary to do their job well, resulting in [happy employees](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/) and happy customers. Features (in early preview) include: - Immediate communication between deskless workers, schedulers, and other resources - Share key info and documents with the entire team involved in that job - Ability to directly connect forms and send data about a job to headquarters - Integration with the Skedulo Mobile App means deskless workers have a single “pane of glass” to access information needed for a job [Learn more about Skedulo dynamic messaging](https://www.skedulo.com/product/messaging/) ## Turbo-charging Integrations: Dell Boomi and Bridge Connector Skedulo’s partnership with Dell Boomi makes it quick and easy to integrate business-critical systems that are already a part of your organization’s workflow with The Deskless Productivity Cloud. Dell Boomi supports over 1500+ application end points allowing businesses to tailor Skedulo to fit almost any existing environment. Skedulo’s recently announced partnership with [Bridge Connector](https://www.skedulo.com/) integrates Skedulo’s intelligent scheduling engine with leading [electronic health record (EHR) solutions](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) and health care technologies through the Bridge Connector application catalog, which includes Allscripts, athenahealth, and Epic Systems. Health care professionals have access to all critical patient data in a single system, giving them more time to spend with their patients and improving patient satisfaction. To learn more about how The Deskless Productivity Cloud may be right for you, [book a demo](https://www.skedulo.com/) today. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/" type: "blogPost" title: "What’s the Difference Between Mobile Workforce Management and Field Service Management?" author: "Marie Francis" date: "2017-11-02" description: "Learn about mobile workforce management and field service management, how they’re different, and which one you should use for your business." lastmod: "2021-05-03" --- # What’s the Difference Between Mobile Workforce Management and Field Service Management? Published November 2, 2017 · Updated May 3, 2021 · By Marie Francis · 5 min read Is mobile workforce management the same as field service management? Mobile work is a broad category, while field service is the specific subset. Most people incorrectly use “field worker” and “mobile worker” interchangeably. More importantly, though, is the distinction in what your business is trying to achieve that separates mobile workforce management from field service management. ## What is a Mobile Worker? A mobile worker is anyone whose core job function does NOT take place in the office. Their jobs are executed on-site with customers, in homes, in the field where equipment or worksites are, or on the go in general, as opposed to at your company office. Examples include home health care providers, on-site trainers or service providers, home contractors, and trade workers. By 2022, there are expected to be [1.87 billion mobile workers](https://www.ibm.com/topics/mobile-workforce) worldwide. Remote employees are different than mobile workers. A remote employee has a job that could or normally would take place in the company’s office, but does this job from another location. ## What is a Field Worker? A field worker is a specific type of mobile worker who is delivering field service. It is estimated that there are [20 million field technicians worldwide](https://www.mordorintelligence.com/industry-reports/field-service-management-market). Field service workers often go on-site to install, repair, or maintain equipment or systems. Field workers are usually technicians delivering skilled services to commercial or industrial clients. This often involves specialized or even proprietary equipment, a bill of materials, and service level agreements (SLAs). [Traditional field service](https://www.skedulo.com/blog/field-service-isnt-just-for-telecom-anymore/) is associated with industries like telecommunications, utilities, logistics, and manufacturing. ## What Are You Optimizing For? Both mobile _and _field workers fall under the larger category of [deskless workers](https://www.skedulo.com/learn/deskless-workers/), or employees who do not complete the majority of their daily tasks while sitting behind a desk. To identify the proper[ tool for your deskless workforce](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), you’ll first, need to figure out what you’re trying to optimize in your business. Is it factors of your business related to people or physical products? If your goal is to optimize the customer journey, the scheduling process, or the daily experience of your mobile workforce, then you need a mobile workforce management solution. In contrast, if your goal is to optimize the installation, maintenance and repair of physical products you own or have sold, then a [field service management](https://www.skedulo.com/learn/field-service-overview/) solution should work for your business. ## The Many Use Cases of Mobile Workforce Management Mobile workforce management systems are built for businesses whose primary business drivers are human inputs, whether those are your customers, your team at HQ, or your workers in the field. It’s a solution category for the service economy [with a mobile-first approach](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/). Mobile workforce management systems can support many types of use cases or workflows, but they all have some common factors. ### 1. Customer Centricity First, they are [customer-centric](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), especially when it comes to appointment times and requirements. Mobile workforce management software can support use cases where the customer OR the business defines the time of service. One example is a corporate cleaning service that is restricted by the client’s business day and office hours. In this case, it’s the [client’s scheduling needs](https://www.forbes.com/sites/forbestechcouncil/2019/03/28/2019-online-scheduling-and-client-management-trends-for-appointment-based-businesses/#1f988a3a2363), not the workforce availability or an equipment failure, that primarily determines time of service. ### 2. Scheduling Optimization Second, mobile workforce management systems are [designed to solve challenges](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) around the variability of the people in your workforce beyond basic availability for a specific time slot. This variability could include specialty skills, tenure with the company, or even existing relationships with the customer or co-workers. A more technical way to think about it is that mobile workforce management takes into account complex qualitative attributes, as well as quantitative constraints, when managing mobile work and the people who provide it. ### 3. Empowering Your Mobile Workforce Lastly, mobile workforce management software must make the [work of your field employees easier](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/)—from traveling to and from jobs to the execution of work itself. It’s not enough to just tell them where and when to be somewhere; a mobile workforce management solution must enable and optimize the work done in the field through the use of mobile technology. If it doesn’t have this element, it’s just a scheduling tool. Ultimately, a mobile workforce management tool is designed to optimize your business—whether that is your customers, your team at HQ, or your workers in the field—to reach your broader business goals, such as revenue generation, costs savings, and customer retention. Learn more about the ROI of [mobile workforce management](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) or [field service management](https://www.skedulo.com/blog/roi-of-field-service-management/). Or request a free demo today. ## The Standard Field Service Use Case In contrast to mobile workforce management, field service management systems are designed to optimize the upkeep of goods or equipment that a business sells or owns. Field service management software are purpose-built for businesses whose primary business drivers are their physical products, like manufacturing, utilities, telecommunications, and infrastructure. The standard field service management workflow is that a request is made for installation, maintenance, or repair from a customer who has already signed a contract with the business. The scheduler chooses among available and qualified workers to dispatch from a field service management system that prioritizes reducing the cost of the service and increasing the utilization of the field resources. The customer is given a service window, an available technician is dispatched, paperwork is filled out on site, and it is then returned back to HQ and processed. On the back end, the system connects with an ERP or other asset management system to take inventory of spare parts, bill of materials, and the lifecycle of the product being serviced. The requirements of the physical good, the urgency of the repair, and reducing the cost of servicing a customer on contract drive the system and ultimately the scheduling decision. Field service management systems often assume a certain amount of [standardization or limited variability](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) in your workforce as the types of services rendered—and therefore skills needed—are generally well-defined within an SLA. ## The “Bigger” Category is Mobile Workforce Management Field service management is a more mature solution category that includes extensive integrations to ERP and other systems to manage the requirements around complex physical products. With that in mind, it’s easy to think field service management is “bigger” than mobile workforce management (I’m looking at you, analysts). But that’s just plain backwards. Mobile workforce management is the solution category that applies to the widest variety of business models, workforce types, job types, and workflows. Field service management solutions are designed to support traditional field service only (and we think some of them do a great job at it!). Mobile workforce management is bigger because it works for businesses and use cases that do not fit the well-defined mold of traditional field service. ## Getting Started Whether your business is a mobile or field service workforce, you need a mobile workforce management platform to help streamline processes, optimize scheduling, and empower your workers so that clients receive excellent customer service. Ready to learn more? Check out Skedulo’s [mobile workforce management platform](https://www.skedulo.com/learn/mwm-overview/) to see how our solution can make managing your deskless workers a breeze. ### Learn more about mobile workforce management [Mobile Workforce Checklist](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) [Skedulo Platform Key Features](https://www.skedulo.com/resources/skedulo-platform-key-features/) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/digital-transformation-and-mobile-workforce/" type: "blogPost" title: "Digital Transformation and the Mobile Workforce" author: "Ed Backhouse" date: "2018-11-08" description: "Digital transformation can be largely beneficial, but companies with a mobile workforce face unique challenges that require best practices to reap the rewards." lastmod: "2021-01-04" --- # Digital Transformation and the Mobile Workforce Published November 8, 2018 · Updated January 4, 2021 · By Ed Backhouse · 8 min read In recent years, digital transformation has permeated nearly every industry—and organizations that rely on a mobile workforce to deliver their products and services to customers are no exception. But most software has been designed to solve business problems that take place in the office, at desks. While traditional [field service management](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) tools have been available to support technicians as they install, maintain or fix equipment, their applicability is narrowly focused on just those use cases and connection to ERP systems. But the many, many more businesses that send scores of people to their customers for other purposes—such as [home healthcare](https://www.skedulo.com/blog/the-future-of-home-healthcare/), education and training, and [residential and commercial services](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-residential-and-commercial-services/), among others—simply have not had enterprise-grade software designed for their unique needs. As a result, digital transformation for these businesses has been far more complicated than it needs to be. But with increased attention and understanding of the nuanced [needs of mobile work](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/), enterprise-grade software is finally enabling digital transformation — and, in turn, increased productivity — for the mobile workforce. ## What Is Digital Transformation? Digital transformation is a process of assessing how well an organization’s needs are being met, then using that information create new, more efficient processes, opportunities, and solutions using digital technology. The exact meaning of digital transformation is different for nearly every company. When asked, some might describe it as making the switch from paper records to digital. Others may say that digital transformation means a move toward [mobile maturity](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/), or the ability to examine and create new revenue streams. At the heart—at least where [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) is concerned—digital transformation is the process of using and fine-tuning technology to meet the needs of your organization, your employees, and ultimately, your customers. _Learn how [digital transformation can drive productivity](https://www.skedulo.com/events/the-next-frontier-of-digital-transformation-deskless-productivity/) to ultimately improve your business._ ## The Second Wave of Digital Transformation The first wave of digital transformation was catalyzed by—you guessed it—the rise of the internet. While companies that provided digital services, such as music, movies, and TV shows, were the first to be forced into a digital transformation, eventually most organizations made some changes, even if comparatively small ones. Now the [second wave of digital transformation](https://optimityadvisors.com/insights/blog/are-you-ready-second-wave-digital-revolution) requires more than small, incremental changes. The Internet of Things (IoT) all but guarantees that in the very near future, all companies, regardless of industry, will need to make digital transformation a top business priority. By 2027, it’s expected that [41 billion IoT connected devices](https://www.businessinsider.com/internet-of-things-report?IR=T) will exist. From refrigerators that email you when you’re out of milk to [wearable healthcare tech](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/), all of these devices collect massive amounts of data. If companies aren’t prepared to receive, handle, and leverage that data, they’ll be left in the dust by competitors who can. IoT isn’t the only driving force behind the second wave of digital transformation. Artificial intelligence, back-office automation, a consumer-first approach, and automated workflows optimized with purposeful automation all contribute to digital transformation, productivity, and ultimately, a company’s bottom line. ## The Benefits of Digital Transformation Now that we’ve looked at what digital transformation is, where it has been, and where it’s headed, it’s time to outline exactly why you should make it a priority. #### **Cross-channel marketing** For many organizations, marketing happens not just via traditional channels, like internet and advertising, but also through your mobile employees who are delivering services in the field. For example, you’ve noticed a client regularly uses your company for service X, but has never used service Y. Why? Did the client tell the mobile worker that the service wasn’t wanted, or does the client simply not know about the offering? Digital transformation makes it easier than ever to [collect data on such key information](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) and use it to target customers at prime upselling and cross-selling moments. With a mature digital strategy and the proper technology, you can optimize your marketing efforts to reach customers in person, online, and everywhere in between. #### **Increased transparency** Too many companies take a siloed approach to their business—point solutions that don’t integrate, manual processes that don’t translate back into digital, and systems that don’t have bi-directional sync. Digital transformation by way of robust tools allows your business to communicate, integrate, and gain a holistic view of the customer, mobile workers, and the back office. All in all, digital transformation offers[ unparalleled transparency](https://www.skedulo.com/blog/what-is-workforce-visibility/) into your business to run it properly and efficiently. #### **Better customer service and employee productivity** When the right hand can see what the left hand is doing, everyone wins. If your deskless workers can digitally track and manage customer information, they’re less likely to miss key details, ask for clients to repeat themselves, or drop the ball on receiving customer sign-off. Technology that allows you to capture and store detailed notes empowers each employee to provide [excellent customer service](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), regardless of their job description. Equally important is the effect of those powerful tools on the [productivity of deskless workers](https://www.skedulo.com/blog/the-history-of-deskless-productivity/), who are better armed to feel empowered, engaged, and satisfied. #### **A consistent, engaged team** Your employees are the heart and soul of your business. When you give them the necessary tools to do the job and empower them to use them, you create a team that takes pride in their work and strives to provide great customer interactions. [Happy employees work harder](https://hbr.org/2019/08/the-key-to-happy-customers-happy-employees) than those who are not armed with resources to help them succeed. By [enabling your deskless workers](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) with digital tools to manage their workload—from automated scheduling, to data collection, to route optimization—you’ll ensure a more confident, prepared workforce. In turn, it means an [increase in ROI from your mobile workforce](https://www.skedulo.com/blog/roi-of-mobile-workforce-management/). ## Best Practices for Digital Transformation Nothing worth having comes without its obstacles and despite the benefits digital transformation offers, there are certainly challenges to consider, as well. Here are some tips for overcoming the common hurdles of going digital: #### **Introduce new technology slowly** If your workforce struggles with adopting new technology, it’s best to feed them bite-sized pieces. Don’t overwhelm them by dropping new software in their lap and setting a hard deadline for knowing everything about it. Instead, introduce the most crucial part first, wait until they feel comfortable with it, then introduce the next most important piece. #### **Allow your tech-savvy workers to take the lead** Identify the more tech-savvy employees in your company and let them use the software first. Encourage them to tout the benefits of the program to the rest of the crew—how much easier it makes their job, the new time-saving features, etc. Before long, gossip will get the needle moving, and everyone will want to jump on the bandwagon. If these tech-savvy team members are willing to take others under their proverbial wings, encourage it! People are often more comfortable to ask peers questions than “outsiders” or higher-ups. One option is to create a round table of sorts, where team members can bounce questions off of one another. This allows everyone to feel like they’re on the same team. #### **Change the mindset** A leader’s job is to explain the hows and whys of digital transformation. Too often, there’s a significant disconnect between the c-suite and the workers in the trenches, which can lead to frustration and pushback from employees who feel like it’s just one more thing added to a full plate. It’s important to show your team how digital transformation will benefit them personally, not just how it will benefit the company as a whole. ## A Case Study in Digital Transformation: ServiceMaster Clean [ServiceMaster Clean](https://www.skedulo.com/customers/servicemaster-residential-vancouver/), a vendor for residential cleaning services in Vancouver, manages about 1,000 appointments a month. Skedulo’s scheduling and dispatching software has enabled them to digitally transform their business to meet their needs. ### **Optimize routes/easier scheduling:** ServiceMaster Clean once used manual, paper scheduling processes. A service tech would show up in the morning, get their schedule for the day, and that was it. It was easy to fall behind schedule and arrive late to the rest of the day’s appointments if a job took longer than expected. Plus, if something changed along the way, communicating that change to the rest of the team and/or the back office took away valuable time spent with customers or traveling to the next appointment. By digitizing the process, field techs now get their schedules in real time, based on factors such as time, location, and route optimization. If a job is taking longer than expected, or a customer asks for additional services, the tech can communicate that information to the home office and all schedules can be updated accordingly. ### **Eliminate the silos:** Before ServiceMaster Clean began its digital transformation, there was a significant disconnect between departments. Field service techs were required to act as salespeople; however, they didn’t have the tools or the knowledge base to perform that aspect of the job. Digital transformation allowed ServiceMaster Clean to break down the silos with a [fully integrated tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/). Field service techs, sales, marketing, customer service, etc., now utilize the same, centralized platform and are able to communicate as necessary—not only to facilitate the customer’s needs, but their team members’ needs, as well. ### Happier, more productive employees: By increasing transparency into scheduling, ServiceMaster Clean improved overall employee job satisfaction and efficiency. Deskless workers are able to digitally capture and store key client details to help other technicians (and even other departments) get up to speed and serve customers seamlessly. They can now view schedules ahead of time to see if enough time has been allotted for a certain job or if there are potential delays or challenges in the daily schedule. All staff can see the bigger picture through a consistent messaging cycle by all parties involved. Digital transformation keeps mobile workers’ needs in mind and allows everyone to get things right the first time at ServiceMaster Clean. And because the organization leveraged Skedulo’s powerful technology, employees were able to reap the benefits of a fine-tuned process designed to meet the needs of a mobile workforce. ## Are You Ready to Transform? Digital transformation means preemptively looking at how your organization can be optimized and using digital technology to make the necessary changes that enable your mobile workforce to succeed! Skedulo helps organizations—and their deskless workers—transform their processes for a more modern, productive workforce. Looking to learn how Skedulo can help with your own digital transformation? [Book a demo today](https://www.skedulo.com/book-a-demo/) to see what a truly intelligent scheduling and dispatching platform can do for you! Skedulo helped ServiceMaster Clean transform their workforce. Are you next? [Book a demo today](https://www.skedulo.com/book-a-demo/) and see what a truly intelligent scheduling and dispatching platform can do for you! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/digital-transformation-field-service/" type: "blogPost" title: "Digital Transformation of Field Service Scheduling and Operations" author: "Nathan Schubert" date: "2025-04-05" description: "How does digital transformation affect scheduling, and how does that affect operations? Learn how digital transformation affects mobile workers." lastmod: "2026-05-12" --- # Digital Transformation of Field Service Scheduling and Operations Published April 5, 2025 · Updated May 12, 2026 · By Nathan Schubert · 12 min read Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce scheduling. In fact, many organizations aim to digitally transform as many aspects of the business as possible, since the process can drive better business outcomes, like improved efficiency, higher productivity, and better worker retention—all of which can help create a healthier bottom line. In this article, we’ll cover why digital transformation matters for field service in general, field service scheduling specifically, and what to look for in smart scheduling tools ## Digital Transformation on the Rise Digital transformation is affecting companies in every industry and around the world. Global spending on digital transformation efforts is [expected to hit $3.9 trillion (USD)](https://www.statista.com/statistics/870924/worldwide-digital-transformation-market-size/) by 2027. This transformation is already well underway in several industries that rely on mobile workers: - **Healthcare:** [75% of those surveyed](https://www.mckinsey.com/industries/healthcare/our-insights/digital-transformation-health-systems-investment-priorities) stated that their organizations had highlighted digital and analytics transformation as a high priority. - **Energy and Utilities:** [60% of energy and utility company leaders](https://www.pwc.com/id/en/energy-utilities-mining-newsflash/assets/2023/eur-newsflash-2023-75.pdf) surveyed claimed digital transformation projects were “very important,” with 58% indicating they’re making significant investments in these initiatives. [A 2023 survey](https://prod.ucwe.capgemini.com/wp-content/uploads/2023/07/Final-Web-Version-Report-Harnessing-the-Value-of-Gen-AI.1.pdf) found 96% of executives said they were discussing AI in their boardrooms. **Real estate:** [85% of real estate decision-makers surveyed](https://www.assoimmobiliare.it/wp-content/uploads/2023/11/jll-technology-as-a-value-driver-for-real-estate.pdf#page=7) globally stated they plan to increase their technology budgets over the next three years. ## Field Service Digital Transformation Successful digital transformation is helpful for any organization. But it’s particularly helpful for companies that rely on [a mobile workforce](https://www.skedulo.com/blog/mobile-workforce/) to serve customers. The on-the-go nature of deskless work means it can benefit the most from technology-driven solutions. But historically, it’s been hard to move away from traditional and manual tools: manual scheduling, paper forms for customers to sign, phone calls between workers and the main office, and a stack of paperwork to file at the end of the day. Field service software can alleviate many of the chronic issues companies face when managing mobile workers, such as balancing and optimizing employee schedules, reducing downtime, and retaining talent. (After all, preventing mobile workers from being over- or under-utilized [improves employee retention in a myriad of ways](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/).) When introducing [new technology to field service](https://www.skedulo.com/learn/service-lifecycle-management/), scheduling is an impactful place to start. #### The Problem with Traditional Field Service Workflows Take, for example, a heating and cooling company that sends technicians out to customers’ homes for routine maintenance and repairs, plus emergency repairs. Their technicians have a wide array of experience, from senior techs who can tackle the most complex jobs to rookie hires who are fresh out of their apprenticeships and are best-suited for more straightforward procedures and repairs. If a company is still relying on outdated tools, most every aspect of completing an appointment has some sort of inefficiency: **Scheduling appointments:** Customers must phone the business and connect with a staff member in order to set up a date and time for a technician to come to the customer—a process that’s cumbersome on both ends, particularly if schedulers happen to be busy when a customer calls. **Assigning a technician:** Oftentimes, schedulers end up wasting time looking across various systems for information that’s relevant for assigning the right technician: employee schedules, PTO requests, unexpected absences, workers’ qualifications, customers’ preferences, and more. **Appointment reminders:** At worst, schedulers end up calling each customer with an upcoming appointment—a task that quickly becomes a time sink. But even with automated reminder systems that send notifications via email or SMS messaging, outdated tech and data silos can prevent the same system from receiving customers’ requests to change their appointment. **Access to customer records: **Customer records can be vital to ensuring the assigned technician has the right context and background details to successfully complete the job in one visit. Plus, customer records can help schedulers make sure the assigned tech has the right know-how for that job. Often, though, these records are either difficult to find or just inaccessible, leaving staff at a disadvantage and potentially frustrating the customer. **Documenting work done:** Good record-keeping doesn’t just apply to the backend of the business. Ensuring field workers have an easy system for noting what work they actually completed on site is critical for keeping everyone on the same page for handling any appointments and needs the customer has in the future. However, many field staff are stuck either logging on a siloed digital system or writing up notes by hand. **Capturing customer signatures:** Similar to documenting work done, capturing customer signatures often happens one of two ways: Signatures are stored on an offline digital system that field techs then need to sync once they’re able to get online or get back to the company’s office. Or, customers sign a physical form that field techs then need to file with administrative staff. Both are cumbersome and require staff to waste time on data entry instead of higher-value tasks. In years past, this kind of taxing, manual calculation worked for companies because there simply wasn’t another option. Now, though, [customers expect](https://www.skedulo.com/blog/8-field-service-management-trends/) easy interactions, quality results and fast service. #### How Digital Transformation Helps Adapt to Field Service Trends To meet these expectations, businesses that rely on field service workers have an acute need for digital transformation that gives them intelligent scheduling and routing systems, asynchronous communication and access to information, and quick and easy note-taking—a tall order, especially if you don’t want a ballooning tech stack. Many companies are already seeing the benefits of weaving AI-powered field service management (FSM) tools into their workflow. For example, Common, an accommodations company that provides co-living communities in urban areas, saw the number of tours of their living spaces climb by 37%, [while their time-to-schedule plummeted by 97%](https://www.skedulo.com/customers/common-case-study/)—due to implementing field service management software. Among field service businesses specifically, [78% of self-reported high-performing field service organizations](https://www.salesforce.com/news/stories/field-service-data-2023/) are already using AI in their workflows, while 83% have already implemented some form of workflow automation. ## Why Scheduling Matters to Digital Transformation For businesses and organizations that rely on field service employees to serve customers, scheduling is one of the most critical business operations—it’s also an area that can see remarkable benefits from digital transformation. The right software or scheduling platform can significantly streamline scheduling processes and can remove many of the blockers that often bog down scheduling workflows. There are a few main ways that intelligent scheduling software makes these processes easier. #### Scheduling software captures useful data There’s a dizzying amount of data that informs [smart scheduling practices](https://www.skedulo.com/blog/workforce-management-scheduling-strategies/): Staff availability, customer availability, travel time between job sites, the details and complexity of the job and how that matches the experience and skill of available staff, and more. Leaving schedulers to account for all of these factors on their own not only leads to high time-to-schedule, it also makes it more difficult to fully utilize your field staff. Plus, this information is often siloed or scattered across different data-storage locations, putting an even bigger burden on schedulers. Modern scheduling software eases this burden by integrating with other systems and pulling all of these scattered data points in one central location and automatically updating it in real time. This means everyone, including field service workers, has easier access to up-to-date details such as customer service history, job notes, historical data on travel time between sites, and more. With this sort of data transparency and centralization, schedulers have all of the information they need to spot any potential errors or outliers quickly and easily, and mobile staff have accurate job details while they’re on the go. #### Job matching greatly affects service quality Perhaps one of the trickiest aspects of scheduling is finding the right worker for a job—particularly as [field service management faces an impending aging workforce crisis](https://www.forbes.com/sites/adrianswinscoe/2024/09/23/addressing-the-aging-workforce-crisis-in-field-service-management/) and the resulting fallout (including a lack of knowledge transfer and talent shortages). Sometimes, there are complex jobs that only more seasoned workers can handle. Sending out a technician who doesn’t have the right technical knowledge can lead to not only low [first-time-fix rates/high repeat visits](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) and unsatisfied customers, but frustrated workers who don’t feel they have the right tools to succeed. Not only do schedulers have to account for staff skill level, they must also juggle availability disruptions, which is a problem most companies experience. A [2023 Skedulo survey of mobile workforce leaders](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) showed that almost everyone (86%) has to modify their original schedule at least occasionally, and nearly two-thirds of those surveyed (63%) have to modify the schedule at least somewhat frequently. This makes job matching even more complicated. Intelligent scheduling software helps ensure the right mobile workers are assigned to jobs that fit their skills and availability. Automated scheduling reviews massive amounts of scheduling data to avoid errors like double booking or miscalculated travel time. This sort of quality scheduling helps companies keep employee satisfaction high and [give customers an excellent experience](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). #### Manual scheduling is time-consuming It’s complex to pull and analyze all the relevant data points that go into field service scheduling; it eats up a lot of time and can hold back [operational efficiency improvements they’re after](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/). Because of the human element in manual scheduling, you can end up with mistakes—especially when surprise scheduling changes, like cancellations and employees calling in sick, crop up. That said, given how critical scheduling is to a field service business’s success, it’s an obvious point of focus for digital transformation. By introducing an advanced tool that improves scheduling quality and efficiency, companies not only improve operations and employee and customer satisfaction, they set the stage for better scalability. In fact, some customers who use modern field service scheduling tools have seen [a 64% boost in the number of jobs they’re able to schedule and complete](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/). ## How to Use Scheduling in Your Digital Transformation Strategy Arguably the most important thing to know about how scheduling and digital transformation intersect is how to actually weave the right technology into your scheduling processes in a way that works for your staff and your customers. There are a few key considerations to ensure a successful digital transformation. #### Use an automated scheduling system The right automated scheduling system makes a huge difference for field service. Look for features like robust integrations and automated scheduling, so that staff schedulers don’t have to worry about manually inputting details into spreadsheets. Instead, the tool should connect all of the relevant data that’s siloed in other parts of the tech stack, pulling it into a central location and automatically generating an optimized schedule. When the schedule is updated, it’s automatically pushed to all relevant employees in a single platform, reducing the risk of human error or miscommunication. The most sophisticated scheduling tools boast [automatic AI-informed decision-making](https://www.skedulo.com/learn/ai-agents/) that companies can tailor to their needs and workflow, allowing schedulers to prioritize certain factors—i.e. location or worker certification—within the scheduling engine. This sort of powerful, intelligent automation allows schedulers and administrative staff to focus on more pressing issues that require a human touch, such as communicating with prospective customers, answering big-picture capacity questions, and responding to urgent requests. #### Offer self-service scheduling Customers today expect [features that give them the flexibility](https://firstorion.com/study-shows-consumers-demand-more-modern-and-flexible-communication-choices-with-businesses/) to do things when it works best for them. Self-serve scheduling (and rescheduling) means customers can request and schedule appointments regardless of office hours or the capacity of customer support teams. Self-service scheduling capabilities make your services easier to use and improve the customer experience. On the field service operations side, staff benefit from smart scheduling tools that allow them to bid for jobs that best suit their skills and availability. Field service workers also appreciate scheduling systems that integrate with HR functions, like requesting time off, to generate better schedules. This sort of autonomy [improves the employee experience](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) and staff retention rates. Whatever field service scheduling solution you choose should have robust self-serve scheduling features, such as: - Customer-facing scheduling tool that is pre-configured for worker availability - Appointment request form for new and prospective customers - Ability for customers to preset their availability or preferred hours - Omnichannel scheduling options: request appointment online, via text, by phone, and so on - Automated appointment reminders for customers to reduce no-shows and rescheduling #### Build scheduling apps with mobile workers in mind Because field workers are moving from job site to job site, staying up-to-date on scheduling changes can be tricky. Many mobile communication solutions are clunky and separate from a worker’s main source of job-related information; they feel like [yet another app or piece of software that staff need to learn](https://www.franchising.com/articles/too_many_tools_cause_digital_exhaustion.html) and juggle throughout the day. A successful digital transformation in field service must be mobile-first. Make sure your digital transformation strategy prioritizes an intuitive, user-friendly mobile solution that integrates seamlessly with your field service scheduling system. With this approach, workers can truly benefit from technology working together: they get instant schedule updates, digital work orders and job notes, and ideal routes between job sites delivered to their phone or tablet in real-time. #### Empower managers to find and use scheduling data With an intelligent scheduling system, managers can access data to help make informed decisions about field service operations and efficiency. Tracking [important field service KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) helps answer questions like: - What are the most common job types requested by customers? - What are the most profitable job types that we perform? - What staff roles have the highest utilization rate? What roles have the lowest? - When workers arrive late to a job site, what are the most common reasons why? - What percentage of scheduled appointments are customer no-shows or late cancellations? Field service managers can use scheduling data to investigate and solve major problems. For example, a telecom project manager sees a spike in average resolution time compared to the previous month. Looking closer, installation teams are reporting higher rates of being overbooked and unable to complete their assigned jobs per day. This leads to more jobs being delayed last-minute. The project manager uses the scheduling software to adjust custom rules that better account for staff working hours: they temporarily reduce the target number of jobs per day and increase the buffer time between workers’ last scheduled job for the day and the end of their shift. This helps field service companies avoid overpromising (booking too many appointments per day) and under-delivering (rescheduling jobs last-minute, which frustrates customers). Data transparency is key to reviewing field service workflows to find and fix inefficiencies—as well as ensuring compliance with industry regulations and service level agreements (SLAs). The right scheduling platform will capture important data points and make them easy for managers to visualize and review regularly. It should capture KPIs like time to schedule, time to first contact, travel time, and schedule adherence. Ideally, it should also integrate with systems that track other related KPIs, like customer satisfaction. ## Mobile-First Scheduling Workers Will Love Now that you know what issues to consider as part of the digital transformation of your scheduling process, it’s time to think about what to look for in smart scheduling software. Here are some key capabilities to put on your wishlist: - **AI-powered automations **that apply to the entire scheduling process, from the customer’s request to a field worker accepting a job - **Custom scheduling rules** that align your scheduling process with business strategy and high-priority KPIs - **Robust integrations** that centralize data from CRM, ERP, HR, and other parts of your tech stack so everyone stays on the same page - **Data analysis and custom reporting** that provides critical transparency into what’s working and what’s not Skedulo’s intelligent field service scheduling platform makes it easier than ever to create and optimize schedules for your team. Field service leaders can set custom rules in Skedulo to ensure business priorities, like reducing travel time, guide the overall scheduling strategy. Schedulers and dispatchers can use AI-powered suggestions and automated schedule optimization to cut down the manual effort required to build and adjust staff schedules. When the schedule is ready—or updates are made—back-office teams instantly push an updated schedule to all field workers’ mobile devices. To learn more about digital transformation in field service, check out our white paper, [Solving the Software Gap for the Growing Community of Deskless Worker](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/). ## Related posts - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… - [How AI Can Improve Healthcare Operations Management](https://www.skedulo.com/blog/ai-healthcare-operations-management/) — October 9, 2023. Healthcare operations management is the process of overseeing, supporting, and improving all nonclinical functions of a healthcare organization. This includes managing the facility, overseeing the staff, controlling the budget, working with insurers and payers, implementing technology, maintaining… --- --- url: "https://www.skedulo.com/blog/digital-transformation-in-the-energy-industry/" type: "blogPost" title: "Digital Transformation in Energy: Driving Profitability and Future Cost Saving" author: "Craig Panigiris" date: "2022-07-29" description: "Companies in the energy industry must pursue digital transformation or risk falling behind. Learn challenges, key considerations, and strategies for success." lastmod: "2022-07-29" --- # Digital Transformation in Energy: Driving Profitability and Future Cost Saving Published July 29, 2022 · By Craig Panigiris · 11 min read Digital transformation is critical for business viability across nearly every industry, and those in the energy sector are no exception. At its core, digital transformation is the ongoing process of integrating digital technologies into every part of the business—from customer success, to sales, to marketing, to operations, to the field workforce, and beyond—to drive efficiency and profitability. Many organizations in the energy industry have already embarked upon their transformation journeys, but they often struggle to get it right. They face 100-year-old infrastructure, which was implemented long before the bits and bytes of today’s modern solutions. It’s increasingly unreliable and environmentally unsound, and is even more difficult to manage as the aging workforce takes with them their skills and knowledge upon retirement. Outdated, large-scale infrastructure can be time-consuming and costly to replace, so many utilities companies have been hesitant to adapt. But in order to remain competitive, they must find ways to overcome the challenges with which they contend: And a strong digital transformation strategy backed by smart digital solutions can help. The right approach drives operational success and equips businesses to compete in a now digital-first society. Strategic use of digital software can help organizations increase profit margins, solidify their customer relationships, and stay ahead of the curve. Here, we’ll take a close look at the digital transformation challenges that plague businesses in today’s energy sector, 4 key aspects to consider, and some sophisticated strategies to ensure success. ## Challenges the Energy Industry Faces in the Digital Age Operations teams in the energy industry strive to become transformational, but they often fall short of their own expectations. This is due, in large part, to some common obstacles they face, including: - **Strict regulations -** Companies in the energy sector must comply with regional regulations regarding land and water usage; federal regulations around operations; and international regulations surrounding trade. This typically makes them hesitant and fearful to drive change that may result in potential scrutiny or sanctions. While they may have certain transformation initiatives in mind, they also must constantly consider how any new digital solutions might impact their ability to uphold these strict regulations. And as [hacking and DNS attacks escalate](https://www.cybertalk.org/2022/04/15/us-energy-industry-faces-imminent-cyber-security-threat/), they’re forced to evaluate digital solutions with an even more careful eye, making them even slower to transform. - **Health and safety risks** - As is the case in many industries, utilities companies must prioritize the health and safety of both their field technicians and their consumers. Pipeline explosions, oil spills, and other incidents can be deadly, and avoiding these issues requires highly-detailed processes and checklists. [Health and safety risks](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/) are another enormous factor for consideration when adopting new processes and tools, and some companies are hesitant (or slow) to take on the required time and budgetary costs of getting it right. - **Unreliable scheduling practices -** Digital transformation is all about [reducing costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/), [improving productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/), and providing a great customer experience, but many energy companies neglect the one unique operational activity that is such a huge part of this puzzle: Scheduling. [Reliable scheduling](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/) is absolutely critical to digital maturity, and traditional, manual tools and processes (like spreadsheets, whiteboards, online calendars, emails, etc.) just won’t cut it. These methods lead to a complete lack of transparency into workforce operations, including worker availability, customer demand, and scheduling trends (e.g. busy times, lulls in demand, and delays) over time. Unforeseen scheduling changes throw a serious wrench in productivity and efficiency and result in mistakes that impact the customer experience. Plus, it’s difficult to ensure compliance with scheduling regulations—like [fair scheduling laws](https://www.skedulo.com/blog/fair-scheduling-for-home-health-providers/)—if you don’t have a practice that supports stable, predictable schedules. - **Lack of integration across systems -** While tool integration alone is not enough to drive a viable digital transformation initiative, [it’s certainly an essential factor](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/). Workers need quick, easy access to training resources, policy documents, broader company news, job histories, customer information, and more. In their attempts to rapidly become digitally mature, many companies have adopted a variety of shiny new tools to support their workforce. But if these tools aren’t connected, they lead to data silos that force workers to waste precious time hunting down their most crucial information. Adopting a truly digital approach requires integration across all of the business’s critical systems, so everyone has access to a single, centralized source of truth. - **Old Infrastructure -** Capturing knowledge from an aging workforce is difficult and often leads to brain drain, especially if you don’t have digital systems that can encapsulate that knowledge and experience. That loss of skills in older technology presents further challenges in a company’s application of resources, equipment monitoring and prediction, and allocation and optimization of technicians. One way to combat this knowledge loss is to invest in an upgraded supervisory control and data acquisition (SCADA) system or to retrofit to the majority asset base. But organizations struggle to justify these investments because most of the energy industry’s decisions are planned 30+ years out. A substation renewal program, for instance, may take 20 years or more, at which time updated technology can be introduced. While retrofitting and an upgraded SCADA are certainly possible, it’s a costly, time-consuming change that may not be worth it for every company. ## 4 Key Areas of Digital Transformation in Energy Sector While each utilities company varies in size, objectives, use case, and more, there are 4 common areas to consider as they [strive to digitally transform](https://www.skedulo.com/blog/6-ways-digital-transformation-can-truly-support-your-deskless-workforce/): 1. **Operational optimization -** Modernizing infrastructure is key to improving efficiency, productivity, and overall business outcomes. Outdated processes and tools in every area of the business create workflow gaps that inhibit operations. Companies need strong, connected digital tools that streamline processes and eliminate silos to help the business run like a well-oiled machine. 1. **Employee empowerment -** [Employees resist adopting new processes and technologies](https://hbr.org/2020/08/why-do-your-employees-resist-new-tech) for a variety of reasons, but successful digital transformation relies on their buy-in. Nearly every modern worker has been forced at one time or another to use lackluster, finicky, or frustrating tools that actually hinder their productivity, so it’s crucial to empower them with technologies that make their jobs easier, not harder. They need user-friendly tools and adequate training materials that enable them to get more done and encourage engagement. Organizations should take the time to identify employee-first solutions, then communicate how those new tools and processes impact both their daily operations and broader business goals to ensure everyone is on board. After all, companies with greater employee engagement are [21% more profitable](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/?sh=fdd7e3a22a03) than their peers, so prioritizing the impact of your transformation strategy on your individual workers is absolutely vital to your success. 1. **Customer engagement -** In order to maintain their competitive edge, companies in the energy sector must find ways to meet ever-increasing customer expectations. Consistent delivery of timely and reliable service requires full workforce visibility, sophisticated tools that support both back-office and field workers, a real-time, centralized system of record, and the ability to get the right person to the right job every time. As organizations evaluate potential digital solutions, they need to consider how they impact their workflows, operations, and—perhaps most importantly—their customers. A strong transformation strategy rooted in robust technology can help utilities companies deliver exceptional customer experiences at every turn. 1. **Product innovation -** Advanced technologies are rapidly enabling companies in the energy sector to discover opportunities for [growth and innovation](https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/). In this particular industry, many digital transformations happen in the operations area, with smart meters and equipment sensors, and IoT and machine learning for [predictive maintenance](https://www.skedulo.com/learn/preventive-maintenance/)—all of which help businesses identify ways to lower maintenance costs. Improvements in outage management solutions have also enabled better fault finding and routing and data visibility that can better inform and serve customers. These technologies (and the innovative capabilities they promise) don’t come without their own challenges, though, as most require a significant investment. That’s why it’s crucial for organizations to use the data they have to determine how they can best address changes across the energy sector. Instead of adopting every new technology that comes along, they should invest in solutions that help them understand their current workforce and customer demand, as well as where they’re succeeding and falling short. Armed with this information, they can make process, product, and service delivery improvements that boost their business value. ## Digital Transformation Strategies for The Energy Workforce Whether your energy company is just starting out on its digital transformation journey or is looking to optimize its approach, there are [several strategies](https://www.skedulo.com/blog/8-field-service-management-trends/) that can help you better ensure success: ### Use automated field service management (FSM) software While manual processes and tools fail to meet the unique needs of a deskless workforce, automated solutions can eliminate the time-consuming tasks that hinder their productivity and efficiency. Automated FSM software, for example, optimizes the entire [field service management](https://www.skedulo.com/learn/field-service-overview/) process, with intelligent tools for scheduling, job matching, optimized routing, field data collection, and more. Compared to disjointed tools that may be piecemealed together in an effort to manage your operations, automated technologies streamline your end-to-end processes. They seamlessly integrate with your existing technologies (e.g. [ERP](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), CRM, HR, payroll, etc.) to bring everything together for an exceptional [employee](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) and [customer experience](https://www.skedulo.com/blog/field-service-customer-satisfaction/). They take the guesswork out of scheduling, dispatching, and routing, so last-minute changes don’t disrupt your entire operation. Plus, they instantly match the right person to the right job (based on skill sets, certifications, job histories, location, availability, and more), so you can meet your service-level agreements (SLAs) with ease. As you look for a field service management solution, make sure the one you choose can collect data across all of your systems for a completely unified view of your workforce. This will help you better understand in real time what’s happening both in the back-office and the field, so you can make quick, data-driven decisions that improve your operations. ### Optimize maintenance planning and scheduling Effective maintenance programs rely on two key aspects: [Planning and scheduling](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/). Planning is vital for determining what work must be done, what resources and materials are needed, why the job is being performed, and how it’ll be executed. But without a strong scheduling process, even the most well laid out plans are for naught. Without optimized maintenance planning and scheduling, businesses must contend with constant break/fix scenarios, which are costly in terms of both time and budget. They struggle to stay on top of maintenance and inspection activities, which leads to larger breakdowns and expensive downtime. The field technician workforce needs to be scheduled around multiple types of work, including: - **Capital work**, which is planned in advance and typically includes larger, longer jobs (e.g. building a substation) that take months. But field technicians usually work other jobs in tandem with capital projects, so they’re not necessarily always on a single site. Understanding worker availability is crucial here, as planners and schedulers need to know where to use those techs when they’re not on the capital project. - **Maintenance work, **which is dependent upon the asset class and strategy. This type of work is programmed and very predictable (e.g. an oil change every 6 months, condition- or sensor-based tests, and analytics based work). As companies progressively move away from programmed maintenance—although they’re still constrained by old equipment and practices—the scheduling of work becomes more random and complex. The circumstances of each equipment will dictate the work that must be done and when, so the workforce will need to become more agile. - **Ad hoc work**, which includes break/fix scenarios, requires workers to be allocated quickly and properly. Businesses with ad hoc work need quick first responders to rapidly visit job sites and determine the necessary restorative work (e.g. number of crews, type of equipment, traffic control, etc.). Then, the scheduling team must juggle the workload in the scheduling system to find the best crews and get them dispatched. By optimizing your maintenance planning and scheduling, your company can better maintain assets and perform at an optimal level. With the right solution, your team can gain complete [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) and powerful tools to schedule and [dispatch with ease](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/); meaning you can serve more customers per day, better prioritize emergency jobs, and drive customer satisfaction. Make sure you find a system that enables in-house information retention too, so as your workforce ages out, your greener employees have everything they need to succeed. Plus, they’ll have access to equipment history and details that help them identify the best course of action for maintenance work. And, what’s more, they’ll have scheduling data at their fingertips to build more effective maintenance plans, ensure [proper resource utilization](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/), and eliminate productivity-hindering issues that delay service. ### Match tasks by levels of experience If your planners and schedulers don’t have instant access to each technician’s experience level, skill sets, certifications, and job histories, they likely spend copious amounts of time creating highly-detailed job plans to ensure each job is completed properly. It’s an inefficient, frustrating, and error-prone approach that can negatively impact both your employees and your customers. Instead, implement tools that instantly match tasks to the right technicians based on predetermined criteria so no time is wasted. Not only will this take a heavy burden off the shoulders of your planners and schedulers; but it will also help you ensure customers are met with qualified, well-prepared technicians every time. Newer employees won’t be overwhelmed by tasks they’re not able to complete, and veteran workers won’t be matched to tasks that are far beneath their skill levels. Every worker’s skills are put to good use, and the employee and customer experience are improved. ### Fixed scheduling Most energy companies need to deliver their services both inside and outside of the typical 9-5 work day. There are [a variety of schedules](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/) that help them do so, but fixed schedules are optimal for this scenario. They allow businesses to set working hours on a daily, weekly, or monthly basis, and their simplistic nature enables the template to be used over and over again. Fixed schedules also help organizations gain total visibility over their resources and labor costs to maximize their cost-effectiveness. The right scheduling software is crucial, though, since any schedule type is difficult to manage with inadequate tools. [Automated scheduling solutions](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), for instance, use artificial intelligence (AI) to instantly generate schedules that align with key business outcomes. They take into account worker availability, preferences, skill sets, locations, histories, and more, and match the right technician to the right job every time. Since [proper scheduling is absolutely vital to digital maturity](https://www.skedulo.com/blog/digital-transformation-field-service/), make sure you use a scheduling tool that helps you get the most out of your workforce. The right technology should reduce manual scheduling tasks, help you shift to a proactive process, reduce administrative costs, and identify areas for even better scheduling. ## Powerful Software to Help you Digitally Transform Strong digital transformation initiatives are at the forefront of nearly every energy company’s mind. But getting it right requires intelligent solutions that help them overcome the challenges unique to field service work. [Skedulo’s automated field service management software](https://www.skedulo.com/industries/energy-solar/) offers the flexibility required to handle the complexities of managing the energy workforce. With tools for smart ad hoc scheduling, quick allocation, intelligent job matching, optimized routing, seamless field data collection, and more, Skedulo can support your team’s journey to digital transformation. It’s an open, horizontal solution that can easily connect to your existing systems, thus extending your EAM lifecycle while improving the worker experience. Learn more about [how to better equip your team](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) for transformational success, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/digital-workplaces-and-the-employee-experience/" type: "blogPost" title: "What is a Digital Workplace and How Does it Affect The Employee Experience?" author: "Craig Panigiris" date: "2021-04-06" description: "Discover how a digital workplace can centralize your applications, team communication, and workflows to elevate the employee experience for mobile workforces." lastmod: "2021-04-06" --- # What is a Digital Workplace and How Does it Affect The Employee Experience? Published April 6, 2021 · By Craig Panigiris · 9 min read With the emergence of new technologies that fully support deskless workers, the number and types of organizations that rely on a mobile workforce has drastically expanded. But it can be challenging to manage a deskless, fixed-location, and blended team, as employees are often scattered in multiple locations and have different needs. If you’re not using the right technology—or if you’re not connecting your technologies in an effective way—the challenges of managing your deskless workers may impede productivity, disrupt communication, and hurt team morale. But, with a comprehensive, cloud-based platform that’s built to better engage and empower mobile workers, you can easily manage, engage, and analyze your deskless workforce in one central location. ## What is a Digital Workplace? A digital workplace is a platform that virtually connects all employees, creating a digital experience equivalent to a physical office. The platform helps your team [be productive](https://www.skedulo.com/blog/the-history-of-deskless-productivity/), request support, and collaborate with other team members. Over time, your digital workplace may evolve to include new technologies and processes that better meet your team members' needs; like team wiki spaces to encourage unstructured discussion, or routing tools that help people get from point A to point B in the best way possible. Virtual workplaces have steadily grown in popularity in recent decades, with more companies seeking out tools to support a [mobile-first approach](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/) to workforce management. After the onset of the pandemic in the spring of 2020, [the need for a comprehensive digital workplace](https://www.skedulo.com/blog/need-deskless-productivity-cloud/) became essential. These cloud-based platforms unify your technology, tools, and applications within one secure location, including virtual meeting tools, project collaboration tools, automated workflows, and more. Yet, the focus of the digital workplace isn't technology or efficiency: it's the people. Ask yourself, what does my team need to succeed? How can I improve the digital workplace for both deskless and onsite employees? **See Skedulo in action** ## Common Misconceptions about the Digital Workplace The digital workplace concept isn't new, but there are still misunderstandings surrounding the term. Let’s take a moment to clarify what a digital workplace is by highlighting what it clearly is not: ### A digital workplace is _not_ the intranet A company's intranet is a secure, private network that allows employees to engage and share information. However, they aren't often used to manage active projects, data, or feedback. A digital workplace works _with _your intranet to make it stronger and more streamlined: helping employees find information on all platforms (including the intranet), reference intranet documents alongside job data, and improve communication across applications. The intranet is a key piece of the broader digital workplace puzzle, but simply launching an intranet won’t ensure effective employee use of your adopted technologies. The digital workplace closes the gaps between your job data and your company data, allowing you to [collect and store data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) and manage jobs, schedules, and more in real-time, all in one place. ### A digital workplace is _not_ a collection of lots of tools Each season, a groundbreaking application or tool takes the industry by storm. It promises to solve all your organizational, project management, or even administrative challenges. But more often than not, it becomes just another tool that your team has to manage. Excessive, overlapping applications don't constitute a digital workplace. Instead, they create a disjointed experience that makes it hard for team members to track details, locate data, and toggle between tools to complete assignments. A digital workplace is all about [understanding your employees’ needs](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/) throughout the process and including only the right technologies to help them manage their daily tasks. ### A digital workplace is _not_ a collaboration platform Collaboration platforms support live communication, but the digital workplace does much more. In addition to improving team collaboration, digital workplace platforms help you optimize processes, track jobs, and use automation effectively, where possible. A digital workplace does more than track tasks; it is a strategic, thoughtfully designed platform (backed by [powerful applications](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/)) that creates a culture of connectedness and productivity change by investing in human capital. The use of digital tools on its own doesn't constitute a digital workplace. Those tools work separately to help you achieve individual goals, while a digital workplace platform brings your digital spaces together in a worker-centric way to empower employees and support business goals. ## Key Components of a Digital Workplace Digital workplaces vary across organizations and industries. Still, there are best practices you can follow to identify a platform that fits the needs of your deskless workforce, in-office staff, and customers. ### Collaboration and Communication The ‘traditional’ workplace—full-time workers on fixed schedules— is quickly becoming a thing of the past. Certain companies and industries arrived at the need for a blended workforce using different paths: some industries must provide round-the-clock coverage with a specialized set of skills; others may need to meet customers where they are to perform time-sensitive services; and companies in all sectors want to recruit the best possible workers, whether they prefer to be full-time, fixed-location, deskless, or contract workers. Now, [80% of the global workforce](http://desklessworkforce2018.com/) is deskless, and workers who travel to different job sites to deliver services to customers and require unique tools and support.. Collaboration and communication remain essential, of course, but are much harder to maintain within a deskless workforce. This can be particularly challenging if your mobile workers use multiple, disparate tools (e.g. text messages, phone calls, emails, etc.) to notify each other and customers of delays, cancellations, or other key updates. When exploring platforms, consider how your current intranet and applications could work together to create a streamlined, centralized source for communication. A digital workplace should provide a single, easily-accessible place for team members to communicate updates, record customer and job details, and access essential information that can be synced with your existing infrastructure and systems (like sending time logs to HR, overtime reports to payroll, invoices and follow-up requests to ERP, and more). ### The Right Tools and Technology Your team uses a range of software and applications to complete daily business operations. Mobile workers use a variety of SaaS apps daily to ensure proper customer data collection, accurate work logs, optimized routes from job to job, communication in the field and to the back office, and more. But toggling between too many technologies can overwhelm employees and create workflow bottlenecks. With a digital workplace, team members gain access to applications and data in a centralized platform, saving your team time and creating a more intuitive experience, from the employee’s perspective. These platforms help your mobile workforce seamlessly [connect scheduling](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), collaboration, and engagement applications without having to keep track of myriad disparate tools. ### Governance and Compliance When adding new technology to the mix, securing data is of the utmost importance, including information from users, customers, and the company alike. It can be difficult to [ensure regulatory compliance](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) while also fully taking advantage of the tools you’ve implemented, particularly as your business scales and your mobile workforce continues to grow. You’ll need to be confident that your employees (whether in the back office, in the field, or at a fixed location) can securely access, collect, and share key data. A digital workplace lets you reach this goal by combining secure tools with an approach that requires proper planning and configuration of those tools. For example, the digital workplace can include 2-step authentication (set up at the company level) that requires taking security measures before accessing or sharing customer data. You can also set up global rules that only allow certain types of data to be shared internally vs. externally (i.e. only your care team members can access customers’ personal health information). It’s also important to note that some third-party apps can collect data from the entire device without employees realizing it. Providing those employees with a digital workplace that meets all their needs (e.g. password sharing, communication, etc.) reduces—or entirely eliminates—the use of unauthorized, unsecured apps, better protecting your workers, your customers, and your organization as a whole. ## How Does a Digital Workplace Improve Employee Experience? Most are familiar with the phrase, "the customer is always right." [The customers’ experience](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) is a large part of your organization’s success, but the employee experience is arguably just as important. Your employees are by far your business’s most valuable resources. Without your team's skill and knowledge, the company wouldn't reach its goals and milestones. In fact, a poor employee experience can actively hinder you from reaching your goals: disengaged employees cost companies up to [$550 billion](https://www.hrdive.com/news/study-disengaged-employees-can-cost-companies-up-to-550b-a-year/437606/) a year. But when employees feel empowered, they excel at serving customers. Ensuring your deskless workers are performing at their highest level means supporting them with everything they need along the way. A digital workplace improves your employee experience in various ways, helping to engage team members throughout the process and create a shared experience for deskless and mobile workers: - **Ensure a bottom-up approach: **Digital workplace platforms are designed to support employees’ daily activities to help them reach new levels of efficiency. Implementing an effective platform requires you to first understand [your mobile workers’ needs](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) and what you’ll need to do to ease the burden of day-to-day tasks and workflows. That understanding, empathy, and problem-solving—followed by thoughtful design and implementation of a strong platform—shows your employees that you truly care about how to best support them. - **Increase efficiency and productivity:** You can easily integrate tools and applications that help employees complete their tasks, track details, and [achieve maximum productivity](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) with the right digital workplace. Mobile workers can spend less time focusing on administrative tasks (like manually tracking hours worked, entering them in a spreadsheet when they return to the office, and submitting them to payroll for auditing) and have more time to focus on serving customers. - **Streamline communication: **Team members can use a single platform to communicate with each other and collaborate from anywhere with information that’s automatically updated. They can also easily communicate with customers to update them on arrival times or delays without having to contact a back-office worker to send the update for them. - **Eliminate the need for switching between apps**: Going from one app to another is time-consuming and often results in disjointed data collection and reporting. A digital workplace lets you connect and access your applications at once, so nothing falls through the cracks. - **Increase visibility and transparency: ** A digital workplace allows you to see who is working on what, which workers are being over or under-utilized, and where you can make improvements to your existing workflows. This creates a culture [based on transparency](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) where team members feel acknowledged, accountable, and included. Your business benefits, too, as you’ll have real-time data that reflects your employees’ skills, customer needs, and how effectively you’re marrying the two. - **Automate processes: **Eliminate repetitive, mundane tasks that consume your team's time and decrease morale with a system that allows you to centrally schedule, automate, and manage operations. Automate the elements of work that don’t require manual intervention (like sending appointment reminders or approving common expenses up to a certain amount) so you can focus your time on what truly needs attention, like large deviations from the average appointment time or expected route. - **Ensure support:** A digital workplace helps you properly plan, get ahead of evolving trends, and provide onsite, remote, and field employees with immediate support. Staff schedulers and managers have total visibility into workload, demand, and resource availability, so they can easily sound the alarm if an issue arises or send in an extra helping hand, when needed. ## Elevate Your Mobile Workforce to New Levels Managing a mobile workforce with the [wrong approach or tools](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) can hinder your team's communication, collaboration, and overall productivity. A digital workplace provides you with a communal, virtual framework that helps you organize your tools, tasks, project updates, and more in a central-secure platform. Skedulo's Deskless Productivity Cloud uses a one-solution approach to managing your mobile and deskless workforce. The all-in-one platform reduces errors, enables communication, improves team morale, and supports streamlined process execution. **Learn more about [the evolution of deskless work](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) and how the Deskless Productivity Cloud helps businesses better engage, manage, and empower their mobile workforce.** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/" type: "blogPost" title: "Dispatch Efficiency: 5 Ways to Improve Your Process" author: "Craig Panigiris" date: "2021-07-26" description: "Efficient dispatchers rely on best practices to rapidly assign jobs and schedule mobile workers. Optimize your dispatch process now with these 5 critical tips." lastmod: "2021-07-26" --- # Dispatch Efficiency: 5 Ways to Improve Your Process Published July 26, 2021 · By Craig Panigiris · 7 min read ![Dispatch](https://assets.skedulo.com/assets/2021/07/ImproveDispatchProcess_June21_blog-header_1050x557@2x-1.jpg) ## The dispatcher’s role is critical for successful field service Dispatchers are responsible for accurately and efficiently scheduling field service appointments. They help companies in many industries—equipment installation, system repair, IT, security, transportation, inspection, and more—bridge the gap between customers’ needs and workers’ availability. Dispatchers’ success depends on how effectively they prioritize jobs and assign the right mobile workers to the right on-site jobs. To do this, they rely on a detailed understanding of their field service workers’ abilities and availability, along with a deep knowledge both of travel routes and of the tools that empower field technicians to deliver service accurately and on-time. They rapidly synthesize information provided by customers to accurately determine the urgency and scope of the requested service. Excellent dispatching [requires certain skills](https://www.onetonline.org/link/summary/43-5032.00), including active listening, organization, prioritization, and customer service. Because it’s the linchpin of successful [field service management](https://www.skedulo.com/learn/field-service-overview/), efficient dispatching plays a central part in delivering an excellent customer experience. Dispatchers can ultimately help their company unlock a [significant competitive advantage](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) by being the fastest and most accurate in prioritizing jobs and scheduling mobile workers. While every industry has its unique considerations, successful dispatchers ultimately rely on the same foundational best practices to drive everything they do. Here are five key best practices for improving dispatch efficiency: ## 1. Prioritize jobs effectively In order to [build an effective schedule](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/), a successful dispatcher needs to understand not only what field workers do, but how they do it.. Dispatchers may ask themselves: - What specific factors impact workers’ ability to deliver optimal service in the field? - Are there unique tools or resources that workers need with them on-site? - What information do workers need before they arrive at the job site? - What specialized knowledge is unique to certain members of the workforce? What types of jobs require that knowledge? - Can workers in the area readily respond to ad-hoc service calls, or should a certain portion of each day’s schedule be reserved for last-minute/emergency work so the right technicians are available to respond? Because factors that influence prioritization vary from company to company, understanding the scope of field workers’ responsibilities at a granular level is key so that the dispatcher’s methodology is appropriately nuanced. For example, an HVAC dispatcher will want to triage service calls to work sites such as schools or offices with an eye toward their size and potential disruptive impact, along with any contractual obligations, such as same day service. But a dispatcher whose company specializes in a specific type of service call, such as installations only, can rely on a more straightforward first-scheduled, first-served approach. Improving your company’s dispatch process with better prioritization starts from the top down. Leadership needs to understand the unique considerations impacting their field service management processes so that they can optimally shape their dispatch methodology. Considerations such as job scope, timing, and customer contracts all carry different weight. [Automated scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) software synthesizes complex factors like these and their relevant data, saving critical time and reducing the likelihood of error when it comes to [assigning the right job to the right person](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) at the best possible time. **Dispatch more efficiently today** ## 2. Route field workers efficiently between jobs It’s not enough to simply consider the shortest distance between points A and B: There are a range of roadblocks that a field worker can encounter in the course of their shift, and an optimal route accounts for all of them. Post-appointment documentation or compliance work, unanticipated [detention time](https://www.fmcsa.dot.gov/research-and-analysis/research/effects-detention-times-commercial-motor-vehicle-driver-fatigue) for fleet vehicles, traffic delays or road closures, and even difficulty accessing certain job sites are just some of the constraints a technician might face when transitioning from one job to the next. Designing schedules with appropriate time between appointments prevents [mishaps that ultimately impact clients](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/). But starting from scratch each shift or trying to manually modify a template route is a time-consuming process that eats into a dispatcher’s workflow and inhibits how many jobs a company can ultimately complete. The right mobile workforce management solution can be a dispatcher’s best friend when it comes to better routing. Its technology not only identifies an optimal route based on all potential considerations, but it [integrates with a worker’s mobile device](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) so that they don’t have to pivot between tools to get their directions. Taking the manual element out of finalizing logistics means dispatchers have more bandwidth to process and schedule more calls. Most importantly, it keeps workers safer. By streamlining the way that routing information gets communicated, field employees spend less time searching on their phone for the information they need and are freed up to be more focused both en route and on site. (In turn, employees are more productive in the field, and that means more satisfied customers.) ## 3. Communicate professionally Understanding what field workers do also gives dispatchers a powerful insight into the best ways of communicating with both service technicians and clients. Because they translate service requests into scheduled assignments, dispatchers have the unique power to influence not only a worker’s experience but the customer’s as well. Clarity and professionalism are essential communication skills for any dispatcher. While “clear and professional” communication might seem like an obvious best practice, it’s worth noting that the newest generation of field service management technology makes this kind of communication possible in powerful new ways that eliminate error, [improve safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/), and drive efficiency. For example, the right field service management platform lets dispatchers communicate with workers immediately within the tools they’re already using, alerting them to new assignments, updates from customers about service requests, and sharing other critical information. Unifying workers and customers around a single source of truth is an immediate way to provide clearer communication more consistently in real-time. ## 4. Use and optimize technology As the connection point between customer needs and service solutions, dispatchers are uniquely aware of untapped opportunities to boost efficiency, reduce costs, empower workers, and delight customers. With more industries [incorporating deskless workers](https://www.skedulo.com/learn/deskless-workers/), field service managers need powerful ways to improve their dispatching process. Modernized, streamlined workflows for dispatchers and deskless workers boost everyone’s odds of success, and the right technology can have a [significant effect on productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/). Some of the advantages of technology are obvious: Dispatchers can leverage real-time GPS data to [locate workers](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) and send them to nearby ad-hoc service requests, or they can provide customers with automated, real-time updates on a technician’s ETA. Dispatchers can also use modern field service management tools to [aggregate valuable data](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) from the work they schedule to continuously analyze and improve their efficiency, including KPIs like scheduling speed, response rates, travel time, and more. Identifying the inefficiencies in your field service management makes it easier to remove duplicative processes and optimize workflows so that you can deliver data-driven improvements to not only your internal teams, but also to your customers. The outcomes are astounding and measurable: One public safety provider realized an [86% improvement](https://www.skedulo.com/customers/area-wide-protective/) in their scheduling and dispatching efficiency by switching from manual processes to a modern field service solution. A leading building inspector [reduced time to dispatch by 50%](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) and cut their manual scheduling processes by 90% after integrating a field service solution with Salesforce. ## 5. Help dispatchers and field workers learn from each other Using technology to gather and organize insights won’t improve your dispatch process without the active involvement of key stakeholders. Teamwork is vital to getting maximum [ROI from mobile workforce management software](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/): Dispatchers and field service workers are intrinsically dependent on each other to succeed. Investing the time in understanding each other’s responsibilities can go a long way to improving communication and refining workflows. Dispatchers can benefit tremendously from the opportunity to “ride along” with the field service workers and see firsthand how their methodology directly impacts productivity. In addition to building camaraderie and trust, these interactions can help break down data silos, letting all stakeholders see what information is needed to help field workers complete jobs and fulfill customer expectations consistently. A more collaborative relationship between dispatchers and field workers makes it easier to successfully implement a modern field service management solution. ## Maximize dispatch efficiency with Skedulo Mobile workers now account for nearly 75% of the American workforce. And every year, more industries leverage field service solutions to provide on-site support to clients, patients, and customers. This means that long-time industry benchmarks like employee utilization and windshield time are no longer enough to gauge the true effectiveness of your dispatch and scheduling processes. As the market evolves and more competitors emerge, [more sophisticated insights are necessary](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) to provide the kind of customer experience that can secure your company’s place as a leader. Field service providers need detailed visibility into how customer expectations are being met, how scheduling and administrative work is processed, how overhead is impacting revenue, and how performance and processes are trending over time in alignment with business objectives. And once they’ve gathered all of this nuanced data, they need a way to immediately incorporate it into daily operations so that they can yield the benefit of those competitive insights. The ideal field service management tool can do both. With the Skedulo Deskless Productivity Cloud, you can equip your dispatchers and field managers with cloud-based tools to manage, engage, and analyze every element of your mobile workforce. Check out the [Deskless Productivity Cloud](https://www.skedulo.com/platform/) today to see how automated scheduling, data syncing, communication, and route optimization can improve your dispatch efficiency. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/dispatch-management/" type: "blogPost" title: "What is Dispatch Management? How It Works and Why You Need It" author: "Michael Booth" date: "2024-12-20" description: "Dispatch management optimizes the intake, assignment, and monitoring of field service requests to ensure their successful resolution." lastmod: "2026-05-12" --- # What is Dispatch Management? How It Works and Why You Need It Published December 20, 2024 · Updated May 12, 2026 · By Michael Booth · 7 min read Content at a glance: Dispatch management is the comprehensive process of evaluating, assigning, and tracking field service requests to ensure jobs are completed successfully. Dispatch management matters because it directly affects the quality, efficiency, and timeliness of field service operations.… Content at a glance: - **Dispatch management is** the comprehensive process of evaluating, assigning, and tracking field service requests to ensure jobs are completed successfully. - **Dispatch management matters** because it directly affects the quality, efficiency, and timeliness of field service operations. Excellent dispatch management means workers are matched to the right jobs, arrive quickly, and have higher first-time fix rates. - **Scheduling and dispatch software** and related field service technology replaces manual dispatch management processes with more accurate and efficient workflows. Field service takes on many forms: deliveries, sales calls, maintenance work, emergency response, home healthcare, appraisals and assessments, product installations, and more. It’s up to dispatchers to accurately prioritize customer needs, match the right person or team to the job, and monitor ongoing field service operations. [Managing dispatch operations](https://www.skedulo.com/learn/work-order-management/) with whiteboards, spreadsheets, or standalone communication systems poses costly risks: an under-utilized workforce, limited visibility into field service operations, wasted resources, and poor customer satisfaction. With the right dispatch software and user-friendly mobile apps, field service companies can streamline job matching, resource management, and other elements of dispatch management. Read on to learn about the field service dispatch process, the value of dispatch management, and where to start. ## What is dispatch management? **Dispatch management is the comprehensive process of evaluating, assigning, and tracking field service jobs.** Field service dispatchers coordinate the people, materials, equipment, vehicles, and services necessary to fulfill customer needs. The goal of a dispatch manager is to make the dispatch process [as efficient and effective as possible](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/), ideally with the aid of field service technology. This requires navigating many variables at once: workers’ qualifications, new and urgent jobs, service level agreements (SLAs), customer requests, unexpected absences, job delays, and more. Dispatchers are the nexus of customers [and field service](https://www.skedulo.com/blog/field-service-management-best-practices/). They bring agile, strategic guidance to the [complexities of scheduling](https://www.skedulo.com/resources/managing-complex-field-service-work/), which means their judgment needs to be data driven and accurate. Dispatch management gives field service staff the info, workflow, and technology they need to be successful. ## What is the field service dispatch process? Whether it’s providing critical care, delivering timely maintenance repairs, or installing a new product, the field service dispatch process follows these key steps: - **Intake** - Field service dispatch starts by gathering job details, such as location and service requirements, when the customer makes their initial request. - **Assignment** - Dispatchers match the job to a qualified worker with the appropriate skills, equipment, and availability (and certification/license, if applicable) to deliver the necessary field service. - **Scheduling** - Schedulers and dispatchers schedule the job based on priority, as well as the availability of the customer, service provider, and any other resources necessary to complete the work. - **Routing** - Dispatchers determine optimal routes and delivery times, factoring in traffic, weather, and relevant safety considerations as field workers move to and between scheduled jobs. - **Tracking** - Dispatchers monitor ongoing field service to ensure it’s optimally completed and that any variances from estimated job times, unsuccessful first-fix attempts, or safety concerns are immediately addressed. - **Communication** - Dispatchers push job details and updates to field workers in real-time before, during, and after field service appointments. - **Evaluation** - After service delivery, dispatch managers review [relevant performance KPIs](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/), including job completion rates, average resolution and response times, and customer satisfaction and retention rates. These findings inform improvement opportunities and forecasting. High-performing dispatchers optimize the dispatch process using custom automations, active AI assistance, and seamless integrations with other platforms, like ERP and CRM systems. ## Why does dispatch management matter in field service? Dispatch management matters because it has consequences for both internal and external stakeholders: it can drive or impede the growth of business, and it can delight or disappoint customers. It can make an impact on field service operations in several ways, including: - **Efficient workforce utilization** - Dispatch management uses intelligent job matching to reduce unnecessary downtime and travel time to make the best use of workers’ time. - **Smarter, faster scheduling** - Dispatchers can be sure workers are best distributed to effectively meet customer needs. - **Optimized routing and accurate delivery times** - Field service staff get where they need to go safely and on time, and customers get prompt service. - **Better job prioritization** - Dispatchers are empowered to consistently balance scheduled, recurring, and urgent service requests. - **Increased agility** - Dispatch management tools help field service teams pivot when conditions change without major operational disruptions. - **Streamlined administrative workflows** - Field service dispatchers can spend less time on routine tasks and administrative work, leaving more time for complex, strategic, and customer-facing work. - **Increased worker safety** - Dispatch management apps keep field workers informed of real-time transit conditions and help minimize distractions on the road. ## What are the benefits of dispatch management? When asked about their biggest challenges, deskless workers say **workload management** [is their top concern](https://www.skedulo.com/learn/deskless-workers/), followed by **limited flexibility** and **insufficient technology**. [In a 2023 survey](https://servicecouncil.com/reports/report-2023-voice-of-the-field-service-engineer-report/), field service engineers said their least favorite parts of the day are **tackling administrative work** and **hunting for information**. An effective dispatch process helps address these challenges by distributing work more effectively, adapting to changing circumstances, reducing manual administrative work, and delivering relevant information to the right worker(s) at the right time. Here are some of the most important benefits of dispatch management: #### Efficient field service operations When dispatch management matches the best worker to each assignment, more work gets done on the initial visit, boosting critical [field service KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) like first-time fix rate and average resolution time. [Workforce utilization](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) improves when smart scheduling minimizes travel time and idle time. And when the dispatch process is effective, workers spend less time fielding customer calls about delayed, missed, or incomplete jobs. #### Sustainable cost savings Key operational expenses, like fuel costs and travel time, [come down and stay down](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/) with the right dispatch process and technology. Better coordination among workers, dispatchers, and managers reduces the chance of miscommunications—like traveling to a rescheduled, reassigned, or canceled job. More efficient travel, better job matching, and [smarter scheduling](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) all add up to more productive and profitable field service operations. #### Greater customer satisfaction Customer expectations are higher than ever, and dispatchers must deliver an outstanding experience. This requires a deft balance of customer service and strategic resource allocation. Dispatch management schedules new jobs faster and minimizes the impact of last minute changes, cancellations, or resource constraints. High-quality job matching means field service technicians are ready and equipped to do the job right the first time. The right dispatch software helps balance field service priorities—like quick response times, on-time arrivals, and effective job visits—to deliver excellent customer service. #### Reduced carbon footprint Decreased fuel consumption and better resource management [reduces emissions and waste](https://www.skedulo.com/blog/how-field-service-organizations-can-reduce-their-carbon-footprint/) across the business. For example, scheduling software and field service apps reduce paper waste by offering digital schedules, forms, and customer signature workflows in a secure interface. The first step to unlocking these benefits? Replacing manual dispatch management processes with field service technology. ## How field service technology improves dispatch management Manual dispatch management creates information silos, repetitive tasks, and endless paperwork. Deploying field service management (FSM) software improves dispatch measurably. A [2023 report from Verizon](https://www.verizonconnect.com/resources/report/fleet-trends-report-2023/) found 65% of fleets that replaced manual dispatch processes with FSM software improved operational efficiency. 57% reported improved scheduling and communication with technicians and drivers. Fleets that implemented GPS tracking within their FSM solution reported that they accomplished more of their productivity, routing, maintenance, fuel consumption, and [customer service](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) goals year over year. These results come fromFSM and dispatch software [features](https://www.skedulo.com/blog/field-service-management-technology/) like: - **Scheduling and dispatching dashboards** - With a user-friendly system, dispatchers view and filter available workers by criteria including qualifications, experience, location, and availability. They can make changes as necessary and communicate with field technicians from one simple view. - **Automated scheduling and AI assistance** - Dispatchers customize scheduling priorities based on unique business requirements, such as prioritizing travel time over worker experience. [Automation expedites scheduling](https://www.skedulo.com/blog/field-service-automation-advantages/) and AI optimizes it by incorporating real-time conditions, like an unexpected absence or an equipment malfunction. Dispatchers and schedulers are freed up to tackle more complex, urgent work. - **Integrated systems and centralized data** - FSM software breaks down silos by accommodating a company’s existing tech stack and consolidating cross-functional data. For example, CRM integrations align customer needs with workers’ skills and schedules for optimal job matching. HR integrations factor technician availability, hours, and qualifications into schedule design. Workers also get the tech support they need, like documentation and troubleshooting guides, via mobile-first access that keeps them more effective on the job site. - **Robust data analysis and reporting** - With field service dispatch software, businesses gain visibility into the entire dispatch process and integrate with thousands of other data points from across the organization. Performance KPIs can be translated into strategic improvement opportunities, recurring and one-time reports, and a range of forecasts. **Mobile-friendly scheduling and dispatching** - Empowered workers view schedules, get real-time route optimization, and receive live notifications on their mobile devices as job details evolve. Empowered dispatchers push these updates immediately, without the need for phone calls or emails that might get missed. Both teams enjoy a paperless approach to administrative tasks. Mobile services stay available and secure even when connectivity is down, so nobody misses a beat. ## How Skedulo improves dispatch management The right approach to dispatch management improves the customer experience, worker satisfaction, and overall field service operations—but it requires the right technology. The Skedulo Pulse Platform is a powerful and customizable solution for field service dispatchers. Schedulers and dispatchers use Skedulo to match workers to the right jobs, manage last-minute changes, and push real-time schedule updates to workers. Leaders use Skedulo to turn business priorities into custom parameters for[ automated scheduling and schedule optimization](https://www.skedulo.com/product/skedulo-intelligence/). Implementing Skedulo makes a huge difference for dispatchers: Skedulo users report a 21% increase in productivity and 28% increase in visibility of work execution. See what makes Skedulo[ a Leader in Field Service Management Software according to G2](https://www.skedulo.com/customers/g2-leader/), the world’s leading B2B technology review platform. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/dispatch-operations-management/" type: "blogPost" title: "The Role of Dispatch in Operations Management" author: "Stanley Tollett" date: "2024-12-19" description: "Dispatch informs all aspects of operations management, and a modern approach engages automated dispatch management to maximize productivity and profitability." lastmod: "2024-12-19" --- # The Role of Dispatch in Operations Management Published December 19, 2024 · By Stanley Tollett · 6 min read Whether it’s responding to an urgent maintenance request in a matter of hours instead of days, delivering home healthcare on a reliable schedule, or getting the best sales team in front of the highest value prospect, companies across a range of industries rely on skilled workers in the field. The better the dispatch management, the more effective field service operations can be. High-performing field service companies use [dispatch scheduling software](https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/) that integrates with the existing tech stack to centralize key information and manage the full scope of customers’ needs, workforce availability and qualifications, and business goals. ## What are the benefits of dispatch management? Efficient [dispatch management](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/) depends on the accurate and agile consideration of shifting factors when bridging the gap between customer need and field worker availability. It’s not just critical to minimize lost time, prevent wasted resources, or ensure optimal first-fix rates, but to [channel these efficiencies](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/) into customer loyalty and business profitability. And the results are measurable: top-performing field service organizations have first-time fix rates as high as 87%, lower service costs compared to industry averages, faster resolution times, and fewer visits for repair and maintenance concerns, [according to a 2024 report](https://www.aquant.ai/blog/2024-report-cut-costs-close-skills-gap/). Here’s how dispatch management drives that success: #### Reduced downtime Intelligent job matching is the core of dispatch management: ensuring even the most [complex work](https://www.skedulo.com/resources/managing-complex-field-service-work/) is prioritized accurately and scheduled promptly with the most qualified, available technician. Customers have a more satisfying experience, and field service workers don’t have to wait around for their next assignment. When dispatchers leverage automated scheduling to maximize efficiency, AI [engages dynamically](https://www.skedulo.com/learn/ai-agents/) to continuously improve their accuracy by balancing historical data with real-time conditions. Mobile-first dispatch management software keeps communication current and concise, pushing timely, critical insights to relevant stakeholders. Freed up from administrative drudgery and costly downtime, both office and field staff spend more of their time on profitable endeavors. #### Accurate resource allocation Dispatch success depends on correctly [matching field service workers to jobs](https://www.skedulo.com/blog/field-service-management-best-practices/) based on their qualifications, credentials, experience, and availability. The right technician also needs to be well-equipped and within a reasonable response distance to the job, with ready access to the real-time data and managerial support needed. Dispatch scheduling software plays a vital role here, too. By integrating with existing ERP, CRM, and HR platforms to accurately align the best work with the resources necessary to respond, first fix rates improve. For example, HR and payroll integrations automatically incorporate data about worker attendance, experience, and time tracking into proactive schedule design, increasing the likelihood that the right person responds the first time. Leaders can also take business priorities into account, like minimizing travel time (i.e. prioritize the closest technician always) vs. maximizing customer satisfaction (i.e. prioritize qualified, experienced technicians and those with existing relationships with that customer). #### Optimized travel routes Successful field service dispatch minimizes needless travel and maximizes worker safety while still accurately assigning jobs and providing satisfying service delivery. With [mobile field service technology](https://www.skedulo.com/blog/field-service-mobile-solutions/), AI synthesizes real-time travel information, including weather and traffic conditions, to find the best routes between worksites and reduce delays or distractions on the road. GPS tracking helps dispatch managers continuously monitor service delivery and worker safety in the field. ## How does dispatch management impact operations? Through streamlined dispatch management workflows, office and field teams enjoy better collaboration, powered by timely, data-driven insights and clearer communication. Specific outcomes [for field service operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) include: - **Improved productivity** - Field worker productivity directly informs the volume of service a company can provide. Accurate, agile dispatching means field workers spend less time re-doing or re-visiting jobs, and wasting less time traveling to canceled or rescheduled jobs. A more productive field service operation means the rest of the company can get more done, too, ultimately [reaching more customers](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) and driving business growth. - **Improved workforce utilization **- Nuanced scheduling algorithms make better use of skilled field service technicians’ time. They are matched to jobs that suit their qualifications and schedules, and they spend less time calling back and forth to share updates or request new jobs. This frees dispatchers and technicians to spend more time on customer-focused work and less time on rote administrative tasks, transit, delays, or costly downtime—driving up [workforce utilization rates](https://www.skedulo.com/blog/workforce-utilization-in-field-service/). - **Decreased costs** - Smart scheduling and optimized route planning bring expenses down over time as field service workers travel more efficiently and deliver more first-time fixes. Improved job matching reduces fuel costs, lost time, and wasted materials. More efficient resource allocation across the board prevents unnecessary overtime and surcharges. - **Increased customer satisfaction** - Qualified, punctual workers who make good use of customers’ time earn higher satisfaction scores (CSATs) and cultivate brand loyalty. Operations managers can study [CSATs and other relevant customer satisfaction KPIs](https://www.skedulo.com/blog/field-service-customer-satisfaction/), like first-fix rate, wrench time, and responsiveness, to accurately gauge field service performance. By studying these data points and customer feedback, field service leaders can find new ways to improve customer satisfaction: for example, lower CSATs for urgent jobs compared to recurring jobs causes field service leaders to adjust the dispatch strategy to place higher priority on urgent jobs, while ensuring adequate coverage for routine jobs. - **Improved agility** - Effective dispatchers are optimally responsive, and the real-time recommendations provided by AI-assisted software help them handle urgent jobs, unexpected absences, or other unanticipated hurdles with minimal disruption to overall operational efficiency and customer satisfaction. Mobile-first dispatching apps push updates promptly to field workers so they can pivot when conditions or job assignments change, and live monitoring keeps dispatchers and managers informed. - **Better forecasting** - As dispatch management optimizes productivity, field service cadence and quality become predictable. Steadier performance generates more reliable data for capacity planning, training, inventory allocation, anticipating seasonal trends, and accommodating customer needs. Dispatch software that integrates with key operational platforms (like HR, ERP, and CRM) prevents information silos and enables comprehensive data analysis to drive accurate projections and stronger operational strategy. Well-utilized employees tend to be [satisfied employees](https://www.salesforce.com/news/stories/new-salesforce-research-links-lower-stress-levels-and-business-automation/), which means they’re more likely to satisfy customers, too. And that’s vital, because [86% of customers](https://www.forbes.com/sites/shephyken/2022/11/27/bad-news-for-customers-forrester-predicts-one-in-five-cx-programs-will-disappear/) are willing to switch to a different company based on a bad experience. With the undeniable role that dispatch plays in [operational efficiency](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/), businesses cannot afford to risk steep and preventable costs by relying on a manual dispatch process. ## What’s the right field service technology for your workforce? To stay competitive and deliver outstanding customer experience, field service operations need a [robust software solution](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) that can handle every aspect of dispatch management, from intelligent job matching at the first service request to robust data analytics. **In the field:** Decision makers should look for [mobile-first features and UI](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) that are compatible with workers’ own devices, and stay functional even when network connectivity is limited or unavailable. Field service technologies should include secure storage of relevant data and communications, route optimization, documentation and signature capabilities, and real-time notification of relevant updates. **For dispatchers:** Intelligent job matching is just one must-have in dispatch scheduling software. It should also include batch optimization to further [automate routine scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) and allow companies to specify custom rules and parameters for unique business needs. And it must offer AI-supported, real-time recommendations that consider relevant data to inform accurate decision making. **Integrations: **To optimally align office and field efforts and yield the best operational outcomes, dispatch software must integrate effortlessly with a company’s existing tech stack. Siloed data inhibits the cross-functional insights needed to drive profitable and strategic decision making. Integrations to look for include time tracking features that mesh with existing HR and payroll platforms, customer data collection that syncs to your CRM, and centralized communications that flow in real time. **Security: **Most importantly, all field service tech [must be secure](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/): from regulatory compliance to future-proofing dispatch management as IT systems evolve, businesses need to be able to protect and preserve the data that drives everything from smart scheduling to analytics and forecasting. It’s also a cost-saving measure that protects a company over time by encouraging a security-minded business culture. ## Case study: how smart scheduling empowers field service workers Tyrells’ Property Inspections was struggling with the workload of manual scheduling and dispatching processes, resulting in overworked employees and high overtime costs. Field workers relied on disparate tools for scheduling, dispatching, CRM, and comms, creating more inefficiencies. [Review the full case study](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) to learn how deploying Skedulo within their existing Salesforce environment reduced manual processes by 90% and cut dispatch time in half. Skedulo’s mobile-first UI was easy for office workers to implement and field workers to adopt, improving overall field service operations. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/" type: "blogPost" title: "Do Your Mobile Workers Have What It Takes to Keep Customers Coming Back?" author: "Aya Fawzy" date: "2018-03-26" description: "Delighting customers sets you apart. Equip your mobile workforce to provide the status updates, flexibility, and seamless experience customers want." lastmod: "2020-05-20" --- # Do Your Mobile Workers Have What It Takes to Keep Customers Coming Back? Published March 26, 2018 · Updated May 20, 2020 · By Aya Fawzy · 4 min read Every time one of your mobile workers interacts with a customer—whether it’s good, bad, or forgettable—your brand takes shape. These days, with so many ways to differentiate products and services, the customer experience _becomes_ your brand. With so much riding on the customer experience, how do you get your mobile teams to provide high-quality service at every interaction? Start by putting the right tools in the hands of your greatest assets: your employees. ## What Makes Your Customers Happy? Your customers’ expectations will depend on the type of service you provide and the value they’re looking for. Customer surveys, employee feedback, and similar tools can help you understand what customers in your specific industry and geography want from your company. However, there are a few customer expectations that are consistent across the board, especially for companies with mobile teams delivering on-site services. Think about the following customer needs and how you can address them with your own workforce: ### Customers Want to Know When You’ll Arrive No one wants to [wait for the cable guy](https://www.skedulo.com/blog/field-service-isnt-just-for-telecom-anymore/) all afternoon. Customers are looking for a better service experience, and that means knowing when to expect someone at the door. Giving customers a specific time to expect a mobile worker—and providing proactive updates if anyone runs behind—provides peace of mind that [sets you apart from the competition](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). **What you can do: **Leave “estimated service windows” in the past, and invest in the ability to set precise appointment times. A strong mobile workforce management system can account for travel time, other appointments, employee schedules, and more to provide specific appointment times. ### Customers Want Proactive Updates If something is going wrong or someone is behind schedule, customers want to know about it! In our consumer-focused business environment, [proactive engagement](https://www.forrester.com/report/The+Six+Key+Elements+Of+Proactive+Chat/-/E-RES117982) is the norm—both online and in-person. **What you can do: **Equip your mobile workers to provide proactive status updates to customers. Make it easy for your workers—as easy as pushing a button on their smartphone—to send a status update back to the office or directly to the customer. Especially for workers who visit multiple customer locations in a day, this is a huge relief for customers who are otherwise left waiting and wondering. If it’s not possible for your mobile workers to reach customers directly, consider other ways to provide status updates. With a mobile workforce management system, managers can see when an employee checked into a job, when they marked it as complete, and where they are headed next. Armed with this real-time information, managers and back-office administrators can provide appointment updates to customers. ### Customers Want Flexibility These days, rigid rules about products and services can be off-putting. Customers want service representatives [who can be flexible](https://customergauge.com/blog/why-your-customer-experience-process-needs-flexibility) and adapt to their needs on the fly. Consider this: your employees may be constrained by company policy or practice, but your customers do not know, and feel not concern for, your internal constraints. One example of this practice in action is the [Ritz-Carlton customer service strategy](https://www.forbes.com/2009/10/30/simon-cooper-ritz-leadership-ceonetwork-hotels.html#6e8c671510b1). Each Ritz-Carlton employee can spend up to $2,000 to rectify a customer issue without prior approval from management. This size of a fund isn’t possible—or even necessary—at every company, but the principle is the same: empower employees to solve customer issues without too much extra hassle. **What you can do: **Build in flexibility where you can. Give your mobile employees the power to offer rebates, refunds, additional services, rescheduled appointments, or other perks that make sense for your business and your customer base. Make sure your entire workforce understands when and how to offer these incentives to solve a customer issue. If regulations or other rules don’t allow for flexibility, there are still ways to improve how you address customer issues. With the right mobile workforce management system, you can: - Track customer interactions and note potential issues. - Review customer information and anticipate problems before they occur. - Contact management from the field and get quick approval. ## Customers Want a Seamless Experience Customers are looking for a smooth, user-friendly experience, no matter the circumstances. They want the same experience from a request submitted online, via email, over the phone, or in person. They expect the same level of service in a remote area as they would in a city. And it doesn’t matter to the customer whether they are working with your [contractors](https://www.skedulo.com/blog/rise-1099-mobile-workforce/) or employees. They are equal representatives of your brand in the customer's’ eyes. **What you can do: **Make sure your tools are designed to provide this seamless experience. This seems like an amorphous goal, but there are some practical steps you can take: 1. Treat customer requests from every channel--online, via phone, and in person--the same, and make sure they flow into the same job queue. 1. Give your mobile workers the tools to operate in any area they are expected to visit customers. If you use a [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) tool, make sure it has offline capabilities that keep your service going when reception is spotty. 1. Make sure your contractors have the same chance for success that your full-time employees do. If you need to restrict certain customer information to employees, use a mobile workforce management tool that can organize these types of information and set permission levels. ## Use Your Customer Service to Your Advantage Customers have power, perhaps more so than any other point in history. Whether it’s [influencing brands via social media](https://www.forbes.com/sites/simonmainwaring/2011/09/07/the-new-power-of-consumers-to-influence-brands/#367d19dd3b3c) or trying out a competitor [after a bad service experience](https://www.businessnewsdaily.com/10024-bad-customer-service.html), customers know their business has value. A great customer experience is a powerful way to stand out in the marketplace. Download our eBook [_How to Make the Customer Experience a Competitive Advantage for Your Business_](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) to learn more about how the customer journey can set you apart from other companies. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/dreamforce-2019-mobile-workforce-management-trends/" type: "blogPost" title: "Dreamforce 2019: Mobile Workforce Management Trends" author: "Angela Gonzales" date: "2019-11-25" description: "Just before Thanksgiving, members of the Salesforce community descended upon San Francisco for the 2019 Dreamforce conference. With over 2,700 sessions and speakers ranging from Emilia Clarke to former President Barack Obama, there was something for everyone. It was my first Dreamforce and I’m stil…" lastmod: "2020-05-20" --- # Dreamforce 2019: Mobile Workforce Management Trends Published November 25, 2019 · Updated May 20, 2020 · By Angela Gonzales · 4 min read Just before Thanksgiving, members of the Salesforce community descended upon San Francisco for the 2019 Dreamforce conference. With over 2,700 sessions and speakers ranging from Emilia Clarke to former President Barack Obama, there was something for everyone. It was my first Dreamforce and I’m still buzzing with excitement over everything I saw, heard, and learned! For those of us focused on the deskless workforce and mobile work, there were several trends and topics at Dreamforce that stood out the most. #### 1. Customer Centricity Ensuring a positive, customer-centric experience has always been a [central tenet](https://www.salesforce.com/blog/2019/01/how-to-create-a-customer-centric-experience.html) for partners in the Salesforce ecosystem. While the idea of putting the customer first is not a new idea or trend, their experience is being redefined as their entire journey with a product or service, from the initial search based on their needs to a purchase decision -- and every step in between. Technology can play a key role in providing a 360 view of customers -- this means not just recording data in a CRM after an engagement, but ensuring that the customer has a connected experience from beginning to end. In industries such as home healthcare or residential services, where mobile workers interact directly with customers away from an office, these connected experiences are critical in growing a business and standing out against the competition. Mobile workforce management software can ensure that mobile workers are empowered with the necessary information to [deliver an optimal experience](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). Having a mobile workforce management solution in place allows these organizations to match the right mobile worker to customer needs, track notes from service or appointment history, and ensure that each experience is better than the last. #### 2. Sustainability Each year, Dreamforce prioritizes sustainability and treating the [environment as a key stakeholder](https://www.salesforce.com/blog/2019/10/sustainability-guide-dreamforce.html) by conserving resources, reducing waste, and finding ways for attendees to get involved. This year was no different -- from the Climate Summit to ensuring that all lunch packaging was 100% compostable, Dreamforce did its part to minimize the impact on the environment. Implementing a mobile workforce management solution can help organizations to be more sustainable. With many companies using manual or non-digital processes -- many of them duplicative or redundant! -- mobile workforce management can [dramatically decrease the use of paper-based work](https://www.skedulo.com/customers/mainmark/) and reduce errors in their operations. As mobile workers travel from location to location to complete jobs, mobile workforce management software can help organizations plan more efficient routes -- optimizing travel time and potentially reducing vehicle emissions. #### 3. Self-service Information With mobile workers performing jobs in different locations and different times during the day, they need to be equipped to gather information and handle changes in real-time. It will be increasingly important to optimize how mobile apps are used in the completion of a job, from preparing for on-site customer visits to recording data after a job completion. Well designed mobile apps that take inspiration from consumer-grade products will become table stakes for deskless workforce management, optimized for efficiency and matched to how mobile employees complete their work. At Dreamforce, companies talked about how mobile workers were frustrated when they couldn’t answer customers’ questions. When employees know exactly where to get the information they need and can operate independently, they will [feel more empowered and engaged](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) -- and in turn, deliver an improved customer experience. #### 4. AI & Automation Artificial intelligence (AI) and automation technology solutions were abundant at Dreamforce, and they weren’t just talking about making operations more efficient and streamlined. From AI-driven chatbots to providing automated suggestions to customers, these tools provide enormous value by freeing up worker brain power to focus on softer skills like empathy and personal connection. And as we’ve previously mentioned, the [more you can connect with the customer](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), the better the service you provide will be. As companies with mobile workers grow in size, artificial intelligence and automation will play a big part in a scalable solution -- for example, pairing thousands of mobile workers with different customers at different locations means that there are millions of possible combinations for scheduling. Mobile workforce management software will need to leverage robust automation technology in order to handle all of these scenarios. #### 5. End Users as Key Stakeholders When engaging in a partnership between customer and vendor, it’s important to identify key stakeholders. These are often the individuals within an organization that have influence on decisions or purchasing power. However, savvy software companies are starting to realize that end users -- the ones who will eventually be using a solution or process -- are [capable of providing valuable insight](https://www.skedulo.com/blog/achieving-operational-excellence/) that can increase their chances at a successful product. UX research like interviews and ethnography are different methods that vendors can use to improve their product features and usability. But internally, companies can also seek feedback from users to decide what solutions are most helpful in improving operational efficiency. This is particularly helpful for companies with mobile workforces, where it’s important to not only understand what software features are used when a worker is at a job site, but also how they use the solution while traveling between locations. Then, when employees see that their input and thoughts are valued, they will be [more likely to stay engaged and happy](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). ## The Deskless Workforce is the Future of Work Seeing these trends at Dreamforce was validation that the way people choose to work is changing and that deskless work is the future of work. At Skedulo, we’re relentlessly committed to setting up our customers and their mobile employees for success -- whether they’re schedulers in the back office or mobile workers who interface with customers on a daily basis. To see how we can help you better support your deskless workforce and deliver a better customer experience, [book a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/" type: "blogPost" title: "Driving innovation, retention and customer experience in the utilities sector" author: "Jason Stokes" date: "2020-11-29" description: "Skedulo works with major utilities in several countries to solve their biggest scheduling challenges and drive efficiency for managers and field techs." lastmod: "2020-11-30" --- # Driving innovation, retention and customer experience in the utilities sector Published November 29, 2020 · Updated November 30, 2020 · By Jason Stokes · 4 min read ## Driving improvements in the utilities sector In a sector as vital and heavily regulated as utilities, leveraging innovative technology to solve complex business problems is crucial. Water, gas and electricity companies face new challenges with increasing competition, compliance obligations, and changing consumer expectations. Unhappy customers with a leak or outage are quick to jump on social media, and never hesitate to leave negative comments on review sites (such as TrustPilot) when they feel their needs have not been met. Perhaps the biggest challenge of all though is our burgeoning population, leading to considerable organic growth of trusted utility companies – of which many are still encumbered by legacy scheduling systems or using spreadsheets and emails. Over the past several years, Skedulo has been working with major utilities companies in several countries to solve their biggest scheduling challenges and help drive efficiencies for management and field technicians. Let’s take a brief look at the major pain points facing utilities companies, and how we are working hard to solve them: ### Increasing competition In an increasingly global marketplace, new competition is a risk affecting businesses in all industries. The utilities sector is no exception, and established companies need to work harder to retain customers by delivering timely and reliable service and a great customer experience. The same applies to staff retention, as skilled trades become increasingly hard to come by and attractive working conditions lure experienced technicians to companies touting more modern and efficient practices. Skedulo is working with new and established utilities companies, including utilities-related businesses in the rapidly evolving home automation space, to improve their customer and staff experience. We do this by: - empowering schedulers with full visibility of their mobile workforce - arming field workers with all the information they need to do a great job - offering a highly intuitive interface that users love - creating a system of record for future jobs - improving staff confidence and safety with “check in” and “check out” capability when arriving at a job - reducing no shows or late shows - getting the right person with the right equipment for first time installs and fixes Often working out of a van, in the cold and covered in mud, it’s crucial for utilities companies to enable their staff with a productivity platform that is as intuitive as any other application on their smartphone. And it is features like these that Skedulo does so well, which helps to promote a cohesive working environment and build loyalty to drive retention. The utilities sector is heavily regulated, with fines (in the form of rebates) for failing to respond quickly when services are disrupted. ### Compliance Obligations Inefficient scheduling can make it difficult to get technicians where they need to be on time, and the annual cost of fines can put significant pressure on a company’s revenue targets. This is especially true with an increasingly unpredictable climate, where unprecedented weather conditions are contributing to increased risk for utilities companies. Other regulatory requirements, such as having appropriately qualified staff attend to certain jobs, is another challenge that legacy scheduling tools simply can’t solve easily. Skedulo helps utilities companies meet their compliance obligations and make intelligent scheduling decisions by: - driving operational efficiencies - making it easy to schedule jobs based on staff availability and location - empowering field staff to prioritise jobs to prevent fines - preventing the scheduling of over-qualified staff for menial jobs leading to a shortage in the event of a serious issue - collecting data which can be used to set benchmarks, identify problem areas, and make decisions ### Changing consumer expectations Advances in technology have led generations of consumers to expect instant responses and service delivery from the companies they buy from. Consumers’ ability to post negative reviews can have a lasting negative impact on reputation and even lead to investigation by regulators. Coupled with increasing competition, clever marketing and price-comparison sites, the need to deliver an outstanding customer experience is greater than ever. We’re helping utilities companies deliver wow-worthy customer experiences with: - customer notifications that provide an 'Amazon-like' experience to keeping customers informed at every step - bringing a B2C customer experience to what has traditionally been a B2B world - enabling customers to report outages and request service appointments online with 'booking grids' - reduced pressure on the call centre which reduces waiting times to speak to an agent ### Scaling to meet growing populations Rapid organic growth can be challenging to plan for, and even more difficult to manage when you’re using legacy systems that weren’t built to scale. With so many moving parts, identifying the right people and processes required to fix certain issues can become very complex. This is where Skedulo steps up and makes it easy to manage a huge contingent of deskless workers quickly and seamlessly, with unlimited ability to scale. Some of Skedulo’s features which support rapid growth include: - in-built processes to simplify job management - tagging of employees based on skillsets and certifications - automated certification expiry reminders - ongoing customization as business requirements change Importantly, Skedulo’s ‘job dependencies’ feature also makes it easy to manage multiple job crews with different skills, whose work needs to be completed in sequential order to deliver a service. Skedulo can keep the next crew informed if the previous job runs over time, and auto schedule them to come in when it is complete. This means getting services back online faster, and keeping crews happy and informed. Another advantage that we have worked hard to deliver is Skedulo’s rapid deployment capability. Where other systems can be clunky, complex, expensive, and require lots of configuration and training, Skedulo is purpose-built for the deskless worker and can be configured in just weeks. In fact, we deployed Skedulo for a major utilities company in the UK in just 6 weeks! **To find out how we can do the same for your utilities business, simply [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/easterseals-bay-area-mobile-healthcare-scheduling/" type: "blogPost" title: "Easterseals Bay Area Improves Mobile Healthcare Scheduling with Skedulo" author: "Trevor Morrison" date: "2018-12-06" description: "Easterseals Bay Area retired their spreadsheets, drastically improving mobile healthcare scheduling capabilities with Skedulo." lastmod: "2020-12-16" --- # Easterseals Bay Area Improves Mobile Healthcare Scheduling with Skedulo Published December 6, 2018 · Updated December 16, 2020 · By Trevor Morrison · 1 min read For individuals with autism, developmental disabilities, and other special needs, life can simply be more complicated. The spaces, organizations, and tools that many of us use daily were not designed with these individuals in mind. As our scientific and social understanding of these differences grows, so do the care options available to the individuals and families affected by autism and related conditions. One not-for-profit organization in particular, Easterseals Bay Area, is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals Bay Area (ESBA) has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most recently, ESBA has set out to expand access and affordability of behavioral health services for people with autism and their families. With Skedulo in place at Easterseals Bay Area’s 13 offices, the scheduling team has been able to retire its spreadsheets and respond with ease to the dynamic needs of the families they serve. Frequently, clients have multiple types of specialists who they work with, both in their homes and in other locations, and only part of the total healthcare services they receive are from Easterseals. As a result, consistency and predictability from providers are highly valued qualities. Learn how Easterseals Bay Area upgraded its scheduling process to manage 6,000 appointments for mobile practitioners to meet the demand for behavioral health services in Northern California. [Click here to view the case study](https://www.skedulo.com/customers/easterseals-bay-area/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/" type: "blogPost" title: "5 Strategies for Efficient In-Home Healthcare Scheduling" author: "Craig Panigiris" date: "2022-01-25" description: "As the mobile workforce grows, the greatest challenge facing healthcare administrators is how to keep track of and deploy all these mobile workers." lastmod: "2022-01-25" --- # 5 Strategies for Efficient In-Home Healthcare Scheduling Published January 25, 2022 · By Craig Panigiris · 11 min read Mobility matters. That's true not only for individuals but for organizations within the healthcare industry. As the mobile workforce grows, the greatest challenge facing healthcare administrators is how to keep track of and deploy all these mobile workers. Without a robust plan, resource planning, the safety of the mobile workers and patients, closer payroll tracking, and patient care can all suffer. Driving fundamental change requires a new framework that addresses the needs of patients, caregivers, and home health care as a whole. In this article, we’ll discuss common in-home healthcare challenges and five key scheduling strategies that drive optimized care and efficiency. ## Common In-Home Healthcare Scheduling Challenges Mobile workers are the lifeline of a [critical care-delivery infrastructure that reaches and cares for a diversity of patients](https://www.skedulo.com/blog/the-future-of-home-healthcare/). At the same time, budgets continue to tighten, creating a mandate for health care organizations to do more with less. Even so, patients still need and demand quality care. And with shifting demographics delivering that care efficiently is both a necessity and a hurdle. Let’s look at a few common issues that prevent efficiency and positive outcomes for home healthcare organizations. ### Manual administration of scheduling and operations creates inefficiencies and obscures critical business insights Though medical technology has advanced at an incredible rate, the administrative side of healthcare has been slow to keep up. Administrators, focused on delivering care and managing staff, have been reluctant to try new methods: - **Scheduling today is often still done by hand,** in an Excel spreadsheet or with an ad hoc system pieced together using various programs. It's not uncommon to see schedules put together on paper or a whiteboard. - **Spreadsheets and email are not flexible enough for the on-demand needs of a mobile workforce. **Getting vital information to the person who needs it immediately can be frustrating. Data scattered across different systems is hard to analyze. - **Version control is an ongoing problem, as there is no way to know if you have the most updated information**. Important notes and credentials are easily forgotten and you can't match patients to the appropriate caregiver without detailed profiles. **With all of this manual administration, it's hard to get a handle on trends, produce insights about workflow patterns or generate other helpful metrics that organizations need to get ahead.** Maximizing organizational efficiency, creating a great experience for patients and optimizing patient/providers matches are all but impossible by these old methods. ### Mistrustful patient-provider relationship drives poor health outcomes There is probably nothing more intimate than having someone come into your home to care for you. When you factor in the vulnerabilities experienced by elderly and disabled populations, it becomes easy to understand why patients might be choosy about who they feel comfortable with. It might be something simple, like a woman preferring care by another woman, or there might be a lot of unique factors to consider when matching patients with the right caregivers. With manual administration of home healthcare operations, patient preferences can be easily overlooked or forgotten, leading to patient dissatisfaction. Dissatisfied patients won't share pertinent information with their caregiver, which often results in a costlier intervention in an emergency medical setting. Unhappy patients may frequently change services or providers. They may not comply with their treatment. These incidents, multiplied out across the field, are unsustainable, from both an economic and social perspective. ### Disorganized systems lead to disengaged home healthcare professionals Healthcare administrators have another customer to consider: the health care professional. As home healthcare organizations face greater demand and more competition, attracting, training and retaining the best workers has become a huge priority. Caregiver burnout and the resulting [turnover costs an estimated 5 billion each year.](https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/) Demoralized employees also frequently change jobs, miss work and make costly mistakes. The number one frustration for home health care workers is feeling overwhelmed with documentation requirements. Many caregivers spend more time documenting on paper than caring for clients, and some have a double burden of manually entering this information into a database. Scheduling mistakes are also one of the [leading causes of lowered morale.](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) These mistakes take a toll on both workers and patients. They can leave pockets of understaffing, even when there are enough professionals on staff, or profoundly inconvenience workers who are not needed. For patients, poor scheduling can result in mistakes where the wrong provider is sent to the wrong appointment, either due to a time/location mix up or because the provider didn't have the right skill sets. Even when things go right, mobile workers need adequate notice so they can adequately prepare for their appointments. ## Lack of real-time data adds to operational costs The US healthcare system is one of the costliest in the world, as well as the most inefficient. As healthcare costs continue to rise, along with demand, administrative efficiency offers the richest field for cost cutting methodologies. Without system-wide updates and real time communications, managers and decision makers have no visibility into what is happening in the field. Getting staffing right is essential to an efficient and productive operation. There are significant costs associated with overstaffing and understaffing, so organizations with the best information are at an advantage. The best information cannot come from fragmented and disconnected scheduling systems, though. ## How to Improve In-Home Healthcare Operations and Scheduling While manual scheduling methods were adequate for static, centralized healthcare facilities, they won't work in the emerging mobile healthcare model. Scaling up to meet the diverse needs of a growing patient population requires a smarter approach to scheduling. Here are five ways your organizations can improve operations, scheduling, and, ultimately, the experiences of both patients and providers. ## 1. Use an automated scheduling system A more intelligent, [less error-prone scheduling system relies on automation](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) to eliminate the most time-consuming and problematic parts of this process. It assures total coverage for the care unit using business rules, schedule constraints, employee certifications, matching skill sets and customer relationships. The best automated scheduling system can: - Manage and accommodate a diverse workforce of full-time, part-time and temporary contract workers. - Automatically assign the right health care professionals to the right patient based on the care giver's skill set, certifications, and other assets. - Match up healthcare professionals who have previous experience with a given patient or their family members. - Submit profiles for each of your healthcare professionals with expirations of certificates, skill sets, etc. to ensure there are no hiccups in the field. - Give instant insight into logistics in the field. ## 2. Create a personalized patient care experience It's no accident that patient experience is the first goal of the triple aim framework. Centering the customer experience in your care delivery model will allow you to gain valuable insights into both the needs of patients and strengths of caregivers, and to build a strong network of healthcare professionals who can meet the needs of diverse populations. It is more than a matter of patient preference. As health organizations evaluate the health of communities, an awareness of differences is emerging. The health needs of men, for example, differ significantly from the health needs of women. Different populations have unique risk profiles. [Social health, too, plays a significant role in health outcomes](https://www.skedulo.com/blog/home-healthcare-benefits-providers/). More specialization and more focused care is better care and could look like: - **Building social and skill profiles **can help make sure patients are matched with someone that has the right skills and the right social intelligence. Knowing the strengths of your team is key to building a responsible and agile workforce of caregivers. From an administrative end, that means immediately being able to pull up where workers are by region, availability, skill set and other criteria, as well as to track successful matches and other care details. - **Working closely with the family** is an easy, inexpensive way to optimize the care provided, and to prevent avoidable incidents. The family is an important ally in home health care. Communicating with other members in the patient's care-sphere, and providing training, support, and education is key to success. For the family, knowing when the professional is coming, being able to get in touch easily, learning the outcome of home visits, and being empowered to share concerns and observations requires that information be easily-but securely-shared between all involved parties. - Travel routes are pain points, too. Home care services can use technology to optimize the routes of mobile workers to** minimize travel costs, and, by extension, service costs**, **while providing timely, reliable service **to patients in need. Customer success means better health and lowered costs. Healthcare, unlike some services, requires collaboration between the patient and provider. Trust, rapport and mutual understanding are key to this success. Best practices in owning the patient experience call for an organization to instantly align the needs of the patients with the credentials and availability of your mobile workers. This will ensure a more positive customer experience from initial contact to the delivery of treatment. Patients will gain more transparency and confidence in their caregivers and organizations can be sure they dispatch the right professional for the best care, and that the providers are given the tools they need. With that foundation, the true work of improving the patient experience begins. ## 3. Eliminate scheduling hurdles for home healthcare professionals When you empower the healthcare professional to succeed, both the professional and the patient are more satisfied with the outcomes, and the organization is more efficient, too. The National Association for Homecare and Hospice recommends implementing point-of-care, [GPS and EVV technology to streamline data collection](https://homehealthcarenews.com/2020/10/sponsored-improving-the-patient-experience-the-value-of-evv/) and provide real-time communication in the field. Documentation is done in real-time, and workers, patients and administrators stay connected. Scheduling automation frees up administrators to focus on the clinical practice and organizational goals. Visibility into the field helps keep workers and patients safe, too, with no time wasted pinpointing location when problems arise. The one size fits all approach to workforce management just isn't effective when working with remote teams of full time, part time, and temporary 1099 workers, all of whom have different needs and expectations. Managing the needs of a diverse team of workers requires a sophisticated system that knows where people are and what they are doing in real time. What does this look like in practice? 1. Each professional has a mobile app, ensuring they have all the job details they need in time to prepare for the appointment. 1. A scheduling app collects data about the appointment in real time while the worker is still in the field. 1. Mobile workers can take pictures or video and send them immediately back to support staff in the office. 1. If there are any delays or surprises in transit, the mobile worker can communicate with dispatchers as it happens. Manual methods and spreadsheets just can't gather and compare essential data from the field quickly enough to provide useful insights into what is working and what isn't. State of the art, future-forward health organizations use integrated systems that empower workers and put the patient, and not paperwork, first. ## 4. Adopting point-of-care technology The drive to reduce healthcare costs is a system wide approach, which is why aligning workers, patients and administrative processes will set your home health care organization up to succeed within the new framework. Adopting point-of-care technology and selecting a reliable software partner are key to success in this framework. When capacity is tight, knowing where workers are, when they will finish up, and how long it takes to reach the next site can help schedulers create a seamless, pain-free process for both caregivers and patients. A mobile app with scheduling capabilities meets the specifications of best practices in this area. This allows the leading healthcare providers to manage team performance with visual resource mapping, know who is where instantly with real time location tracking and answer inquiries with live travel updates. Administrative costs drop when scheduling automation eliminates manual scheduling entries and evaluates resource planning to maximize utilization of mobile workers. Greater productivity lowers operating costs and clear visibility into mobile worker progress eliminates expensive disconnects. ## The case for operational improvements to home healthcare scheduling The need for robust solutions to these organizational home healthcare challenges is clear. Many healthcare organizations have already seen significant cost savings and productivity improvements by upgrading their approach to scheduling. > "Scheduling problems are not only solvable but solutions are also within reach of organizations of all types .... Technology can improve patient access to healthcare both directly and indirectly." The [US Institute of Medicine at the National Academy of Sciences’ 2015 report](https://nam.edu/wp-content/uploads/2015/06/SchedulingBestPractices.pdf) uncovered the following: - Through relatively simple changes in scheduling, [Kaiser Permanente](https://healthy.kaiserpermanente.org/health-wellness/health-encyclopedia/he.home-health-care-what-to-expect.acq1654) increased efficiency and utilization above 85%. They lowered their cost of care using the Internet, mobile and video tech. - The US will encounter a shortage of more than 130,600 physicians by 2025, without more intelligent scheduling of healthcare providers and staff. - The privacy of patient information is governed by PHI, ePHI, HI PAA, HITECH and other programs. Communications about patients with mobile healthcare workers needs stronger security protections than traditional communication channels can provide. Home healthcare organizations can position themselves as vital members of the larger healthcare continuum by providing efficient, high quality care. Optimizing caregiver-patient matches, successfully managing mobile workforces and improving efficiency and financial health are only possible with the right technology partner. ## What to look for in a home healthcare scheduling solution Ask the following questions as you look into technologies that can improve your scheduling processes and make life easier for you, your patients and your mobile workers: - What are the security protocols covering the software's connectivity? Any time workers need to communicate about sensitive patient data, the software becomes especially vulnerable. That's why the rules governing connectivity are so highly regulated under oversight guidelines such as HIPAA. - What is the provider's tech strategy? Advanced use of AP ls to connect and communicate among platforms must be one of their critical concerns. APls are a more secure channel for transferring data such as provider insurance, payroll information, medical documents and information covered by government oversight. - Can you create mobile worker profiles that include specifics on worker specializations and certifications? - Can you track your workers in real-time along the route for better communication with the patient and office administrators? - How much time will this software save your scheduler in coordinating and adjusting - schedules, then communicating with everyone concerned about the latest arrangements? - How does this solution optimize office staff time and efforts while lowering operating costs and improving the patient experience? ## Hassle-free mobile workforce scheduling Mobility is the future. Your patients and your workers know it. The next step is to bring yourmedical office scheduling software into the 21st century and make mobility easier for everyone. For a growing number of organizations in the non-traditional field service industry, efficient and affordable solutions for mobile-workforce scheduling are helping mid-market firms move beyond outdated manual scheduling and into an era of speed, simplicity, and efficiency. [Skedulo’s powerful mobile-first application ](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/)empowers your home healthcare professionals and administrators to work in a changing field with ease. With intelligent resource mapping, complex scheduling automation, instantaneous service updates, geo-tracking, and native integration with Salesforce.com, Skedulo empowers organizations worldwide to transform the way they manage and deploy their mobile workforces. By eliminating logistical limitations, and providing unparalleled on-demand scheduling tools and transparency, Skedulo allows companies to deliver on the promise of a world-class client experience, from service request to completion. Find out more by[ requesting a demo](https://www.skedulo.com/book-a-demo/) today ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/electronic-visit-verification-evv-home-healthcare/" type: "blogPost" title: "What is Electronic Visit Verification (EVV) and What’s the Right Approach?" author: "Aya Fawzy" date: "2018-03-20" description: "Electronic Visit Verification (EVV) became a requirement for home healthcare providers in 2019. Learn about closed vs. open EVV models and best practices." lastmod: "2020-05-20" --- # What is Electronic Visit Verification (EVV) and What’s the Right Approach? Published March 20, 2018 · Updated May 20, 2020 · By Aya Fawzy · 5 min read ## What is Electronic Visit Verification (EVV)? The [21st Century CURES Act](https://www.fda.gov/RegulatoryInformation/LawsEnforcedbyFDA/SignificantAmendmentstotheFDCAct/21stCenturyCuresAct/default.htm) requires every state to implement an Electronic Visit Verification (EVV) system for home healthcare providers by January 1, 2019. Each state can choose their own EVV design and implement their own quality control measures, but every EVV system must verify: - The type of healthcare service performed - The person receiving the service - The person providing the service - The date of the service - The location where the service was provided - The time the service begins and ends The new EVV requirement is designed to reduce fraud, waste, and abuse of the Medicaid system. States that do not comply with the EVV requirement will see a decrease in federal Medicaid funding every year until compliance. When done correctly, the EVV system is a valuable tool that ensures patients receive the services to which they are entitled. But if the EVV system is conceptualized or implemented poorly, it opens the door to privacy and adoption issues. Read on to learn more about different EVV systems in practice and what home health providers can learn from them. ## Open vs. Closed EVV Models The 21st Century CURES Act leaves it open for states to design their own EVV system. These systems typically fall into one of two categories: - **Closed model: The state chooses and implements a single EVV system that providers are required to use. Generally, there is no cost to providers to implement and use the state-run system.** - Open model: Home healthcare providers are free to choose their own EVV solution, as long as the tool is certified to meet certain requirements. Providers are typically required to fund the implementation of their own EVV system. The information is pulled into a higher level state database that collects data from multiple vendors. [Medicaid research](https://www.medicaid.gov/medicaid/hcbs/downloads/training/evv-presentation-part-1.pdf) shows that most states have opted for the closed model, where all providers must use the same state-sponsored system—whether or not they have a successful EVV system already in place. Some industry leaders say there are [reasons to be concerned](https://homehealthcarenews.com/2018/01/big-year-coming-for-electronic-visit-verification-in-home-care/) about the closed-model approach, including: - Providers’ reluctance to switch to a new EVV system - Patients’ reluctance to use new tools, devices, etc. to fulfill this requirement - The need for large healthcare providers that serve multiple states to use multiple EVV systems Early adopters, including [Ohio](https://www.dispatch.com/news/20180219/ohios-medicaid-electronic-verification-draws-fire-for-glitches-privacy-invasion), are starting to feel the growing pains of these closed models, including privacy concerns from patients. ## Best Practices for EVV Systems for Home Healthcare Many states are waiting on further guidance from the [Centers for Medicare and Medicaid Services](https://www.cms.gov/Regulations-and-Guidance/Regulations-and-Guidance.html) before making a final decision about the EVV model. In the meantime, there are a few best practices to keep in mind when it comes to electronic visit verification. ### The Regulatory Burden Should Be on Providers, Not Patients More than half of patients report [forgetting to take medication](https://www.ncbi.nlm.nih.gov/pubmed/22510235), and patients with memory problems struggle to keep track of appointment details and specific treatment instructions. In addition, older patients may not be as familiar with smartphones or other devices required by a state EVV system. Imposing an extra burden on these patients with an EVV requirement, not to mention a specialty device, sets the system up for failure. The onus to fulfill regulatory requirements should be on providers, not on the patients themselves. With a strong EVV system that integrates with other business functions like scheduling and [workforce management](https://www.skedulo.com/learn/mwm-overview/), providers can adapt to these requirements much easier than patients. In fact, fulfilling the requirement can be as easy as the caregiver checking a box on a smartphone app when they arrive and leave. ### States Should Adopt an Open Model for EVV In a closed model, state program administrators are responsible for a lot. States must: - Evaluate vendors and select one EVV system. - Gather and distribute specialty equipment, either to providers or patients themselves. - Organize and facilitate training for state providers and/or patients. - Gather, store, secure, and analyze all data produced by the system. While this type of system makes data collection easier for administrators at the state level, it puts providers at a disadvantage. Home healthcare providers are required to use these devices instead any prior EVV system they had in place, which could create duplicative work and data systems depending on how they are already tracking appointments and care. Depending on the system chosen by the state agency, providers may have to hack together cumbersome integrations with their existing technology that was not designed to connect to the EVV. There’s no need to start from scratch with specialty equipment when providers have the ability to fulfill EVV requirements on their own with HIPAA-compliant software and devices they already possess. [81% of mobile phones](https://www.comscore.com/Insights/Blog/US-Smartphone-Penetration-Surpassed-80-Percent-in-2016) in the U.S. are smartphones, and many companies already have (or are working on) [bring-your-own-device policies](https://www.shrm.org/hr-today/news/hr-magazine/pages/0216-byod-policies.aspx) for employees. Smartphones have GPS built-in and most members of the mobile workforce are already using one every day—so why not use it to its fullest extent? The EVV models that see the most success and create the least disruption to an already heavily regulated industry will be the ones that complement how providers already work—not the ones that make you start from scratch. ### Don’t Treat Your EVV System as a Separate Beast One danger of implementing an EVV system is ending up with a “Frankenstein” assortment of tools. Providers that have disparate systems for scheduling, HR management, patient management, payroll, or other business functions will have a hard time adding an EVV system on top of it all. For best results, find an EVV solution that: - Captures notes, updates, and other necessary patient data from the field. - Transmits real-time GPS locations to meet state requirements. - Easily documents when caregivers start and finish service. - Offers other tools to help your business grow and scale. At the end of the day, EVV tools should be one component of overall workforce management software—not a unique system in and of itself. For help finding the right tool, download our checklist of [must-haves for healthcare scheduling tools](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/). ### Ready to learn more? [Interoperability and the Modern Healthcare Tech Stack](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/) [Home Healthcare Scheduling Checklist](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) [5 Secrets to Better Scheduling for In-Home Healthcare](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/emerging-healthcare-technology/" type: "blogPost" title: "Emerging Healthcare Technology: Opportunities and Challenges for Healthcare Providers" author: "Matthew Fletcher" date: "2024-11-14" description: "Technologies like AI, extended reality, digital therapeutics, in silico, and advanced data analytics are poised to shape the future of healthcare." lastmod: "2024-11-14" --- # Emerging Healthcare Technology: Opportunities and Challenges for Healthcare Providers Published November 14, 2024 · By Matthew Fletcher · 13 min read Several notable technologies are driving the future of healthcare. As these technologies become more advanced and more commonplace, look for healthcare providers, organizations, and methods of care to evolve alongside them. **Emerging healthcare tech trends:** - Artificial intelligence (AI) - Extended reality - Digital therapeutics (DTx) - Data analytics platforms - Remote patient monitoring - In silico methods - Telehealth and virtual visits **Issues facing healthcare tech:** - Bias - Data privacy - Technology equity - Lack of integration among systems - Outdated legacy system ### Artificial intelligence (AI) AI in healthcare uses machine learning, data analysis, and sophisticated models to improve efficiency and health outcomes. AI is being used in healthcare in many ways—both for patient care and [healthcare operations](https://www.skedulo.com/blog/ai-healthcare-operations-management/): **Patient care** - Medical image analysis - Disease diagnosis and prediction - Drug [discovery and development](https://www.drugdiscoverytrends.com/why-atomwise-sees-a-generational-shift-in-drug-discovery-with-ai-applied-to-screening/) - Personalized treatment planning - Electronic health record management - Robot-assisted surgery - Virtual nursing assistants - Health monitoring through wearable devices - Precision medicine - Clinical decision support systems **Healthcare operations** - Patient scheduling and appointment management - Inventory management - Supply chain optimization - Staff scheduling - Workforce management - Insurance fraud detection - Billing and claims processing - Predictive maintenance of medical equipment - Revenue cycle management - Patient flow optimization - Resource allocation and capacity planning - Data analytics for finances and operations Researchers [are exploring more potential uses for AI](https://www.skedulo.com/blog/this-year-in-ai/) in medical physics, dermatology, cancer diagnostics, nuclear medicine, medical imaging, cardiovascular imaging, neuroradiology, psychiatry, dentistry, and other areas. However, there are still a few barriers to widespread adoption to overcome. One barrier is **consistent accuracy**. AI-generated content has resulted in errors and “coherent nonsense”—something that is especially concerning in an area as complex and specialized as medicine. Healthcare organizations must continue to review and verify any information generated by AI tools. And luckily, the AI models and tools that use them are getting better by the day. For example, [Med-PaLM](https://sites.research.google/med-palm/) is a large language model (LLM) from Google designed to answer complex medical questions. It is trained and tested using medical research, licensing exams, and real-world patient questions and interactions. When tested, the answers from Med-PaLM aligned with medical and scientific consensus [92.6% of the time](https://www.scientificamerican.com/article/ai-chatbots-can-diagnose-medical-conditions-at-home-how-good-are-they/). Another barrier is the **shifting regulatory landscape**. Any new technology comes with challenges for regulators and professional organizations—and AI is certainly no exception. AI is evolving rapidly, and regulators want to ensure it is developed and used safely. [The Artificial Intelligence Act](https://www.europarl.europa.eu/topics/en/article/20230601STO93804/eu-ai-act-first-regulation-on-artificial-intelligence#next-steps-7) from the EU, adopted in 2024, is one of the first major regulatory frameworks for AI—but it’s far from the last. The EU uses a phased, risk-based approach that implements restrictions on the highest-risk AI applications sooner than lower-risk applications. Look for AI regulators to continue to balance fostering innovation with protecting the public: ensuring data privacy, validating AI algorithm accuracy, addressing bias, establishing liability frameworks, and adapting existing medical device regulations. ### Extended reality Extended reality (XR) is an umbrella term encompassing virtual reality (VR), augmented reality (AR), and mixed reality (MR) technologies. These immersive technologies are revolutionizing healthcare by offering innovative solutions for both patients and healthcare providers. **AR** enhances the real world by overlaying digital imagery onto the user's physical environment, typically viewed through smartphones, head-mounted displays, or heads-up displays (HUDs). **Mixed or merged reality** takes AR a step further, allowing digital elements to interact with real surroundings, often controlled by users. **VR** creates a fully immersive experience that replaces the user's surroundings with a simulated, interactive virtual environment, usually accessed through a headset. The applications of XR in healthcare are diverse and rapidly expanding. Mental health care, pain management, surgical assistance, diagnostics, patient communication, home healthcare, telehealth, and staff training are just a few areas benefiting from these technologies. The U.S. Food and Drug Administration (FDA) has already [approved more than two dozen medical devices](https://www.fda.gov/medical-devices/digital-health-center-excellence/augmented-reality-and-virtual-reality-medical-devices) incorporating AR and VR technology. One of the key advantages of AR and VR treatments is their portability and accessibility, making them suitable for diverse patient populations. This flexibility allows for wider implementation across various healthcare settings and demographics. Specific examples of XR applications in healthcare include: 1. **Surgical assistance:** AR technology can overlay medical images onto a patient during an operation, guiding the surgeon's technique with enhanced precision. 1. **Mental health treatment: **VR is used to treat post-traumatic stress disorder in military veterans by creating controlled, immersive environments for exposure therapy. 1. **Rehabilitation:** VR simulations of real-life situations help improve physical functions for stroke survivors, enhancing their recovery process. 1. **Medical education: **VR environments allow medical residents to practice patient interactions, improving their comfort level and skills before real-world application. 1. **Patient preparation:** VR simulations of healthcare procedures or interactions can reduce anxiety in patients by familiarizing them with upcoming experiences. As the field continues to evolve, expect to see even more innovative uses of AR, VR, and MR that further transform patient care, medical training, and healthcare delivery. ### Digital therapeutics (DTx) Digital therapeutics (DTx) is the use of high-quality software programs to prevent, manage, or treat a medical condition. It is scalable and cost-effective for providers to offer, and it is a more convenient way for patients to engage with their treatment plan. [Clinicians are using DTx](https://dtxalliance.org/understanding-dtx/product-library/) to treat a wide range of conditions, including cancer, ADHD, migraines, insomnia, depression, and anxiety. Some DTx products deliver specific types of therapy, some use VR/AR, and others help patients track symptoms. DTx may be used independently or combined with other treatment methods. These tools build on the success—and consumer expectations—of popular [mobile health apps](https://www.webmd.com/a-to-z-guides/features/health-apps-do). Growing numbers of people use smartphone apps to track fluid intake, nutrition goals, medication use, and the symptoms of diabetes, hypertension, multiple sclerosis (MS), and other conditions. Along the same lines, more providers equip their home health staff with mobile apps devices with EHR support and patient care tools. DTx technologies and apps will make healthcare more accessible to a wider range of patients, as long as medical providers, systems, and insurers are equipped to use them. This will be especially important in areas that are underserved by traditional health care services and in distributed care sites like mobile health clinics that have very limited space and equipment. ### Data analytics platforms Data analytics have never been more important in healthcare. Leading health organizations are looking for new and better ways to use their data to streamline operations and improve patient care. This data comes from many sources, including databases, devices and sensors, transactions, medical records, and other documents. For example: - Medical device makers analyze **commercial data** like buying behavior and inventory trends to manage inventory, field personnel, and shipping logistics. - Medical providers track **regulatory data** like billing and coding accuracy, adherence to service level agreements (SLAs), and data security metrics. - Healthcare organizations analyze **operational data** like service quality KPIs (e.g. patient satisfaction), employment KPIs (e.g. [employee engagement](https://info.pressganey.com/press-ganey-blog-healthcare-experience-insights/why-employee-engagement-matters-for-optimal-healthcare-outcomes)), and efficiency data (e.g. workforce utilization and travel time). Healthcare leaders are putting more emphasis on—and investment in—data analytics to stay competitive. Creating dashboards and automating reports for managers helps identify outliers and negative trends: underutilization of skilled workers, long wait times for certain types of service, high rate of uncollected patient payments, and key pieces of medical equipment nearing their average lifespan. Advanced analytics platforms are taking this to the next level, helping leaders uncover complex relationships between variables and data from different sources. ### Remote patient monitoring Remote patient monitoring (RPM) is a healthcare technology that enables the collection of patients' health data outside traditional clinical settings. RPM tracks vital signs and key health markers, giving providers continuous insight into patients’ well-being and alerting them to concerning data points that need timely intervention. Many consumers already [use wearable devices or health trackers](https://healthtechmagazine.net/article/2024/03/trends-wearable-technology-for-healthcare-perfcon) to monitor daily activities, sleep patterns, heart rate, blood sugar levels, and oxygen saturation. These tools offer real-time data that can help individuals manage their health more effectively. However, RPM takes this a step further by enabling healthcare providers to monitor patients’ vital signs. This is especially important after surgeries, cardiac events, or the start of a new treatment regimen. By tracking important health metrics, providers can catch potential complications early and adjust treatment plans as needed. One of the major benefits of RPM is its integration with EHR, EMR, and PM systems. In [highly integrated systems](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/), vital signs and other health data collected from RPM devices are automatically recorded into digital patient records. This streamlines the documentation process, reduces the time clinicians spend on charting, and ensures data is up-to-date and accurate for better-informed clinical decisions. As RPM continues to advance, it is expected to play an increasingly vital role in preventive care and chronic disease management. [The future of healthcare](https://www.skedulo.com/learn/future-healthcare/) will also likely see RPM integrate further with AI and predictive analytics for even more personalized care plans. With these developments, RPM will continue to increase patient access to high-quality healthcare. ### In silico methods In silico refers to computer-based methods to simulate, model, and analyze biological processes, diseases, and medical treatments. This approach uses algorithms, data analysis, and machine learning to perform experiments and conduct studies [in a virtual environment](https://www.ansys.com/blog/silico-healthcare-revolution). In silico methods may depend on simulations of living systems—for example, the [HumMod model](https://hummod.org/) of human physiology uses more than 9,000 variables to simulate human systems. In silico methods are increasingly used for: - Drug discovery and development: Predicting drug efficacy and potential side effects before clinical trials. - Disease modeling: Simulating disease progression and treatment outcomes. - Personalized medicine: Tailoring treatments based on an individual's genetic profile. - Clinical trial optimization: Designing more efficient and targeted trials. - Medical education: Creating realistic simulations for training healthcare professionals. Ideally, in silico approaches will combine with in vitro and in vivo studies to open up new avenues of medical research. These methods will also complement the trend toward digital twins, precision care, and highly personalized treatment plans. ### Telehealth and virtual visits Telehealth and telemedicine have transformed the way healthcare is delivered by providing virtual options that extend beyond traditional in-person visits. Telehealth services include virtual visits, phone calls, remote consultations, and communication tools for patients to share updates and images. Virtual care bridges the gap by offering a practical solution for routine check-ups, follow-ups, and even urgent care without the need for physical travel. This is [a game-changer](https://datasmart.hks.harvard.edu/using-data-and-digital-tools-public-health#khahlillouisy) for communities with limited healthcare infrastructure and patients who can’t travel to centralized healthcare facilities. Telemedicine can also complement in-person care. Providers can share virtual resources, such as educational videos, before a visit to help patients arrive more informed. This allows patients to better understand their condition and spend more appointment time discussing specific concerns and asking questions. The result is more productive in-person visits and more personalized care. The growth of telehealth was accelerated by the COVID-19 pandemic, and it will continue to serve as an important and cost-effective part of patient care. Look for healthcare providers and software developers to pursue new technology-driven ways to expand patient access and engagement. ## Issues facing healthcare tech Healthcare is affected by rising out-of-pocket costs, evolving consumer expectations, shifting relationships with payers and more. Here are three of the biggest issues facing the future of healthcare technology: ### Bias Health equity is the view that everyone should have a fair opportunity to attain their full health potential, regardless of socioeconomic status, race, ethnicity, or other social determinants of health. Data bias in healthcare is a major challenge for health equity—and AI can either make this problem better or make it far worse. [Data biases in healthcare](https://www.himss.org/resources/uncovering-and-removing-data-bias-healthcare) can come in many forms. A health organization’s patient records may underrepresent certain populations, affecting the quality of predictive analytics based on past data. Medical technology may be less-suited for certain patient groups, like pulse oximeters that are less accurate for people with darker skin tones. When these biases are the foundation of new AI models, the models perform poorly. The responses are low-quality and reflect the very biases that AI is intended to overcome. When these biases are built into other data sources, like patient care dashboards, it negatively affects clinical teams’ day-to-day decision-making. Recognizing this issue, tech companies and regulators are exploring new solutions. The Centers for Medicare & Medicaid Services (CMS) has implemented a framework for health equity, and [Google has introduced](https://www.techtarget.com/healthtechanalytics/news/366590027/Google-Health-shares-generative-AI-health-equity-research-updates) the Health Equity Assessment of Machine Learning Performance (HEAL) framework to evaluate the quality of AI models in development. > “The Centers for Medicare & Medicaid Services (CMS) framework for health equity will put a financial focus on value-based care and ensuring that the gap in inequities is identified and closed. We predict that payers will be looking at solutions that support diversity while also offering ways to enhance patient engagement and meet people where they are to support them appropriately.” > > — Allison Combs, Head of Product – Payer Segment, Clinical Effectiveness Navigating the Future of Healthcare: A Glimpse into 2024 with Wolters Kluwer Health Going forward, look for healthcare technology providers to continue to look for ways to improve health equity and reduce bias. ### Data privacy Healthcare technology involves storing a vast amount of sensitive personal information and sharing it across digital platforms. EHRs, RPM tools, wearable devices, telehealth tools, and other medical devices generate data that may be vulnerable to breaches or misuse. Healthcare systems must ensure the confidentiality of patient information and prevent unauthorized access that can lead to identity theft, insurance fraud, and loss of patient trust. Healthcare organizations face a unique challenge: taking full advantage of the benefits offered by healthcare tech while maintaining strict data privacy standards, security protocols, and compliance with HIPAA, GDPR, and other regulations. Data privacy concerns go hand-in-hand with other tech trends: - **Integration and interoperability:** As healthcare providers pursue better EHR/EMR integrations—including cross-provider integrations—it requires a new level of data privacy and security awareness. - **Connected care teams: **A more team-based approach to patient care also raises questions for patient confidentiality and data-sharing. Authorized providers in different departments—and even different healthcare organizations—need better, faster ways to share data. - **[Consumerization of healthcare](https://www.mercer.com/en-us/insights/us-health-news/consumerization-of-healthcare-we-see-you-amazon/): **Consumer expectations are high, and the bar has been raised by popular smartwatches, fitness trackers, and health apps. Companies that focus exclusively on healthcare tech are now competitors of top consumer goods companies like Apple, Fitbit, Peloton, Nike and others. The ethical use of patient data is a major point of discussion in medical AI. The regulation of AI is a constantly evolving area, but so far, the development of AI guidelines [falls into a few categories](https://www.nature.com/articles/s43856-024-00492-0): clinical rationale, data, model training and validation, critical appraisal, and ethics and reproducibility. ### Technology equity Technology disparities, or unequal access to digital tools, can exacerbate existing healthcare disparities. Patients and providers with better access to tech have better access to healthcare—and patients and providers without tech access often lag behind. > “The most resource constrained and likely those who need access to health services most, are typically the ones without smartphones. Not only will they be excluded from these vital services, but the unique characteristics of their demographic will not be included in the datasets used to train the technologies, thereby increasing the risk of bias.” > > — Khahlil A. Louisy, Data-Smart City Solutions program at Harvard University Using Data and Digital Tools in Public Health For example, it’s easy to say health tracking smartphone apps are available to “everyone.” After all, [90% of people in the U.S.](https://www.pewresearch.org/internet/fact-sheet/mobile/) have a smartphone! But that still leaves [26+ million adults](https://www.census.gov/popclock/) in the U.S. _without_ a smartphone. (If you consider people with limited data plans or older-model phones without Bluetooth capabilities, even more people are left out of healthcare tech solutions.) A smartphone, network data plan, and reliable access to the internet makes a huge difference for health outcomes. For example: - **On a personal level**, people miss out on health tracking apps, digital therapeutics, patient portals, insurance apps, online billing, and other tools that make it easier to get care. - **On a community level**, people have a harder time securing jobs and accessing community resources (e.g. a local nonprofit announces pickup locations on social media for food, baby care, clothing, etc.) that affect their overall health and well-being. - **On an organizational level**, providers have a harder time engaging patients using digital portals, telehealth tools, and online communications. - **On a government level**, public health agencies must work harder to spread news and guidance about public health emergencies and safety hazards, and people most at risk of certain illnesses are least likely to be included in digital contact tracing. Smartphones, health tracking apps, patient portals, and public health tracking have changed healthcare—but only for those who can participate. This is important to keep in mind when designing healthcare workflows that are increasingly technology-driven. Healthcare organizations and consumers without access to technology will improve patient outcomes much slower—if at all—compared to providers and patients with reliable tech. This can worsen the gap between the quality of healthcare available at different income levels and in different regions. ### Lack of integration among systems In an ideal world, the digital systems used by healthcare providers—EHRs, EMRs, and practice management software, among others—would communicate seamlessly. However, many of these systems remain siloed. This lack of integration poses a significant challenge to healthcare providers. Without a unified view of patient data, providers risk ordering redundant tests, encountering conflicting information, and delaying timely treatment. The burden often falls on patients to act as intermediaries, repeating their medical histories and navigating multiple patient portals to piece together their healthcare journey. This fragmentation hinders care coordination, increases administrative burden, and ultimately diminishes the patient experience. ### Outdated legacy systems Many organizations rely on legacy systems that are ill-equipped to handle the demands of modern healthcare. These outdated systems are often built to manage patient data, rather than support end-to-end healthcare operations. As a result, legacy systems struggle to accommodate the shift toward mobile workforces, remote patient monitoring, and real-time data analysis. Without updated technology infrastructure, an organization is less able to adapt to evolving patient needs, implement new technologies, and capitalize on a truly connected healthcare ecosystem. ## Capitalize on emerging tech with the right investments Emerging healthcare technologies present incredible opportunities and complex challenges for healthcare providers. As the industry evolves, healthcare organizations must embrace innovation, interoperability, and user-friendly technology to keep pace with rising patient expectations and a competitive market. However, simply adopting new tools is not enough. Healthcare leaders must be mindful of existing technology disparities and concerns about bias, privacy, and security of emerging technology like AI. Skedulo is helping healthcare organizations embrace the future of tech-enabled care through automated scheduling, smart optimization, and workforce management tools. The [Skedulo Plus app](https://www.skedulo.com/product/mobile/) allows healthcare providers to create custom workflows that meet the needs of their practice. Skedulo integrates with Epic EMR systems, Workday, Zendesk, and many other tools—from HR systems to billing to payroll—to extend the capabilities of existing systems. To learn more about the future of healthcare, check out [AI Trends: What to Expect in the Years Ahead](https://www.skedulo.com/blog/this-year-in-ai/) and [Trends In The Shifting Point of Care](https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/" type: "blogPost" title: "Employee Retention: What It Means and How to Improve It" author: "Ed Backhouse" date: "2024-09-30" description: "Struggling to keep your top talent? Our guide provides an overview of employee retention and top strategies for preventing worker turnover." lastmod: "2024-09-30" --- # Employee Retention: What It Means and How to Improve It Published September 30, 2024 · By Ed Backhouse · 11 min read Employee retention is a perennial concern for any organization. At any given time, there’s at least some portion of employees who are considering quitting. In fact, according to Gallup, [51% of workers are open to leaving their current jobs](https://www.gallup.com/467702/indicator-employee-retention-attraction.aspx), and only 25% would highly recommend working at their company to someone else. Workforce turnover is a bigger concern for some industries and job roles than others—but in general, smart leaders always keep tabs on retaining their trained and experienced workers. In this article, we’ll walk through what exactly employee retention is, why it matters, and some strategies to keep your top workers engaged and committed enough to stay. ## What is employee retention? Employee retention is an organization’s ability to keep workers employed there over time. It’s also the name of the metric companies use to assess their success at retaining employees. Typically, employee retention is expressed as a percentage and calculated with the following formula: For example, an electrical company has 1,000 total workers as of Jan. 1, 2025. One year later, 750 of those original workers are still employed by the company—a 75% retention rate. ## Why staff retention is important Keeping workers engaged and happy enough to stay at your company comes with a variety of benefits. Firstly, seasoned employees have gone through more training, are more knowledgeable, and tend to be more productive than new hires. They have deeper knowledge of not only the industry but also the idiosyncrasies of your organization’s customers, workflows, processes, and team dynamics—all of which make them more efficient and effective. As a result, established staff are ultimately cheaper to have onboard. Not only does their deeper knowledge and training help them get more work done than new hires, there aren’t additional costs tied to recruiting, hiring, and onboarding that new employees require. According to 2022 benchmark data from SHRM, companies spent an average of [$4,700 for each new employee they hired](https://www.shrm.org/topics-tools/news/talent-acquisition/real-costs-recruitment), and many employers claimed the all-in costs for recruiting and hiring someone can climb up to three to four times the salary for the position they’re filling. ## Why employee turnover happens There are many reasons why someone might decide it’s time to move on from their role, and it’s gotten more complex to suss out the [motivations for someone’s departure since the Great Resignation](https://www.skedulo.com/blog/why-are-people-leaving-deskless-work-and-what-can-you-do-about-it/). Some reasons are within an employer’s control and others aren’t. For example, an employee might choose to leave for a personal reason, like a chronic health issue, that is outside of the control of an organization’s leadership. However, other motivators very well could be something a company can control and might need to improve upon to prevent other employees from leaving. Say you have someone who’s been in their role for several years. When they started, they were engaged and challenged enough to be committed to their work. Now that they’ve mastered their role, they might feel bored and no longer motivated to grow their skills. That person secures another, more challenging role at a different company. With the right professional development, this might have been a preventable departure. Other times, employee turnover can be a good thing. If, for instance, a low performer decides to take a job elsewhere, it ultimately saves the company from investing resources in additional training, performance monitoring, and even termination. Those are just some examples of specific turnover scenarios. In general, there are many reasons why turnover might happen, and sometimes it’s a combination of factors. Here are some common sources of employee turnover: - **Personal reasons** - Sometimes workers need to resign because of circumstances in their personal life, like the birth or adoption of a child, a death in the family, or health concerns. - **Work-life balance** - Especially since the onset of the COVID-19 pandemic, workers are more likely to set firm boundaries between their work and personal lives. If they feel their employer won’t respect these boundaries, they’ll seek another opportunity or simply resign for the sake of their mental health. To that point, according to [a 2024 survey from The Harris Poll](https://www.prnewswire.com/news-releases/one-third-of-companies-bracing-for-higher-employee-turnover-302072923.html), 31% of hiring managers say they anticipate turnover because employees feel overworked. - **Incompatibility** - Not every employee will mesh with their colleagues. Those who feel alienated or actively don’t get along with others, particularly their boss, are likely to leave for something that’s a better fit. In [a 2022 survey from GoodHire](https://www.goodhire.com/resources/articles/horrible-bosses-survey/), 82% of the employees questioned said they would quit their jobs if they had a bad manager. - **Lack of workplace mobility** - Though it’s tempting to put ongoing professional development on the back burner, it matters to employees. According to [a 2022 survey conducted on behalf of Amazon](https://workplaceintelligence.com/upskilling-study/), of the people surveyed, nearly 67% said they were either “extremely” or “somewhat” likely to quit their jobs in the next year due to a lack of professional development. - **Salary and benefits** - A classic source for turnover—especially in today’s age of [job hopping](https://www.indeed.com/career-advice/starting-new-job/job-hopping)—is getting a better compensation package. In the [2024 survey from The Harris Poll](https://www.prnewswire.com/news-releases/one-third-of-companies-bracing-for-higher-employee-turnover-302072923.html), 25% of hiring managers said they expected turnover due to staff finding better compensation packages elsewhere. While it’s impossible to retain 100% of workers, it’s certainly possible to minimize turnover with smart retention strategies. ## Employee retention strategies Employee retention strategies are the methods and processes a company puts in place to prevent workers from quitting, i.e. to prevent employee turnover. Retention is a complicated issue to tackle because so many different aspects of the employee experience come into play. On top of that, retention can look different from organization to organization depending on a variety of factors: industry, the structure of the company, whether or not work is seasonal, etc. That said, there are still some proven best practices to improve staff retention that apply to nearly every business. **Hiring, retaining & managing deskless caregivers** #### Hire the right people One of the most effective—and most complex—strategies to improve employee retention is to hire the right people for the job. During the hiring process, be sure that your job posting lists the job description and duties very clearly. Also, be sure to provide an overview of the work environment and culture your company strives for. By being as clear as possible as early in the hiring process as possible, you improve your odds of attracting the right candidates who, hopefully, will become stellar employees. #### Onboard new employees effectively Once you’ve hired the right people, having a rock-solid onboarding process is critical for keeping them. According to [a 2023 survey from BambooHR](https://www.bamboohr.com/resources/guides/onboarding-statistics-2023), employers have approximately 44 days to make a good first impression with new hires; most new employees know by this time whether or not they want to stick with a company. Additionally, [new hires who go through a thoughtful onboarding process](https://www.bamboohr.com/blog/employee-engagement-statistics) are three times as likely to commit to their organization. Map out a helpful, logical sequence of onboarding tasks that go beyond getting their HR paperwork squared away. - Set clear milestones and goals for their first month or so. - Proactively set up regular meetings to check in on progress or any questions a new employee might have. - Create a sense of psychological safety so they feel comfortable coming to you with roadblocks. - Provide mentors and create opportunities for connecting with peers to give them a community beyond their manager to rely on for support. Taking these steps makes all the difference in helping new hires feel supported and they’re not in a sink-or-swim environment that could have them looking to move on. #### Offer training and development opportunities As we mentioned earlier, ongoing professional development can make a difference in whether or not someone decides to stay employed with an organization. In fact, [according to LinkedIn’s 2024 Workplace Learning Report](https://learning.linkedin.com/resources/workplace-learning-report), companies with a strong learning culture saw 57% more employee retention compared to companies that only had a mild or weak learning culture. Ensure your workers have the right opportunities to hone their existing skills and also to develop new ones through upskilling or cross-training. For instance, if your business employs and oversees the scheduling of home healthcare workers for patients who need in-home care, you can [offer additional training](https://www.healthaffairs.org/content/forefront/upskilling-can-maximize-home-care-workers-contributions-and-improve-serious-illness) on chronic diseases, communication skills, and their observation and reporting skills. These skills not only improve patient outcomes, but help staff feel valued by enabling them to advance their careers. #### Prioritize competitive compensation and benefits One of the most common employee retention strategies is to ensure employees are fairly compensated with the right salary and benefits package. And it’s common for good reason: A [2021 report from Lattice](https://assets.website-files.com/64ad6f1aef87635bd23449f1/66aa338e990676cc3f36cfe8_state-of-people-strategy-report_2021.pdf) found that at least 55% of people surveyed reported salary was a driver for their decision to leave a job. To make sure your staff aren’t potentially looking elsewhere because of money, review compensation regularly—at least yearly—to keep up with market trends. Don’t forget about other benefits, too, such as time off; healthcare benefits like insurance and wellness credits or reimbursement programs; and retirement plans. #### Track retention metrics Of course, in order to truly know whether or not your employee retention efforts are working, it’s critical to [keep track of retention metrics](https://www.indeed.com/career-advice/career-development/employee-retention-metrics-to-track). Start by determining what metrics are appropriate for your business. For example, in addition to overall employee retention, consider subcategories like manager retention or retention within a specific department. This type of analysis can reveal better, more targeted solutions to operational questions. For example, consider a telecom company with the following metrics: According to the data, field service teams saw significantly higher turnover than management (26% difference) and other staff (15% difference). At the current rate of turnover, the company should be prepared to replace _over 250 field service workers_ per year to maintain the previous staffing level. This data point helps inform how the company prioritizes [hiring, training, developing, and supporting](https://www.skedulo.com/blog/field-service-management-best-practices/) the field service workforce. Set a designated tracking start and end date that makes sense given whatever strategies you have in place and expected fluctuations. For instance, if seasonal hires make up a large portion of your workforce, you may not wish to include them in your retention metrics. And if you’re implementing a new strategy, like a new scheduling policy, in say, August, it may not make sense to start tracking in August; you may actually want to start tracking earlier to get a baseline for comparison. #### Provide a nice working environment Employees who don’t feel safe, happy, or welcomed at work will look elsewhere and eventually leave. Indeed, [in an SHRM survey,](https://www.shrm.org/topics-tools/news/hr-magazine/workplace-culture-matters) three in 10 U.S. workers reported feeling irritable at home because of their workplace culture. And [according to MIT Sloan Management Review](https://sloanreview.mit.edu/article/toxic-culture-is-driving-the-great-resignation/), a toxic work culture can be 10.4 times more powerful of a predictor in an organization’s turnover rate than compensation. Clearly, businesses must ensure they’re providing a positive work environment and culture. Ensure your staff feel supported across the board. Make sure managers regularly check in with direct reports to spur employees’ professional development and keep communication lines open. Provide ample opportunities for employees to connect through programs like team meals, optional after-hours get-togethers, mentorship programs, and more. Keep employees happy with reasonable accommodations like flexible schedule arrangements and wellness incentives. Together, these actions can have a substantial impact on workers’ [well-being and employee engagement](https://www.skedulo.com/blog/6-strategies-to-improve-employee-engagement-in-healthcare/), which makes them more likely to stay. #### Communicate changes effectively At the heart of nearly all of these employee retention strategies is good communication, particularly around change. Without it, it’s next to impossible to [improve operations](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/), staff at all levels would become frustrated, and employee turnover rates would rise. To this point, [a 2022 report from ZenHR](https://assets.ctfassets.net/r18zc2po1g62/1MY8miRXspbihcCUynvtz6/c1b20bfbdd948221188219514657aa7e/Employee_Retention_Strategies_For_2022.pdf) found that organizations with successful team communication increase employee retention by 4.5 times more than organizations that struggle with effective communication. To avoid communication becoming a driver of staff turnover, be clear across _all_ levels of work. That means keeping employees clearly informed both of high-level items like shifts in company and department goals and of more day-to-day priorities such as which projects and clients require more focus at any given time. Make sure communications about these items are unambiguous and timely. Use available technologies and platforms, such as a company intranet or an internal resource center, to make sure employees can access the information on their own schedule. Additionally, provide appropriate channels for people to ask follow-up questions. That might look like a mix of having regular one-on-one meetings between managers and direct reports; weekly department meetings; and utilizing instant messaging for quick, more specific questions that pop up during day-to-day work. #### Support workers with the right technology Finally, another surefire way to tamp down on turnover is to make sure your teams have the tools they need to do their best work. Take a look at processes and operations to make sure there aren’t any unnecessary or overly complex steps that could be slowing employees down or leading to preventable errors—and leverage tools and technology to [make day-to-day tasks easier](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/). For instance, a plumbing company requires a client signature after each job is complete, and the plumber must file that signature in the company database. Make your employees’ lives easier by providing technology that captures signatures digitally and then automatically uploads them to a digital database so your team members can get a signature fast and move on to more pressing items. Or consider this scenario: for a solar panel installation and maintenance company, scheduling workers has become a challenge due to an increase in emergency maintenance appointments. In turn, team members keep getting assigned to jobs that are far from their route for the day. To make employee’s lives easier and [cut down on unnecessary travel time](https://www.skedulo.com/blog/field-service-management-technology/), leverage a scheduling platform that makes staffing suggestions based on factors like the location of your technicians, balanced with other decision-making factors. That way, team members don’t have to deal with the stress of battling traffic and longer drive times trying to get to job sites on time unless they are truly the only worker qualified for the job. As a result, they have a more pleasant work experience and are more likely to stay at your company. Want to learn more about how to support a mobile workforce with the right technology? Learn how Skedulo has [helped customers improve staff retention](https://www.skedulo.com/customers/regal-health/). ## Employee retention FAQ **What is employee retention? **Employee retention refers both to the strategies an organization might use to prevent staff from leaving and also the metric that directly measures the percentage of employees a company has managed to retain over a set period of time. **How do you improve retention numbers? **Some strategies for improving employee retention will depend on things like what industry your business operates in, your customer base, and more. Generally, though, tactics that work for most companies include: strong internal communication, providing the right tools for workers , hiring the right people, having thoughtful onboarding and professional development processes in place, tracking retention metrics effectively, and prioritizing compensation and culture. **What are the main causes of employee turnover? **The causes of employee turnover can be complex and layered, but there tend to be common causes that spur workers to quit. Dissatisfaction with compensation and benefits is a popular reason for turnover, as well as displeasure with the company culture and work environment. Other frequent sources for attrition include a desire for better work-life balance and for better opportunities for professional development. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/empower-frontline-workers/" type: "blogPost" title: "Your Frontline Workers Are Ready For Better Technology" author: "Matthew Fletcher" date: "2026-04-15" description: "Put in place the right mobile-first tools to enhance frontline workers' experience, customer service, and revenue." lastmod: "2026-05-12" --- # Your Frontline Workers Are Ready For Better Technology Published April 15, 2026 · Updated May 12, 2026 · By Matthew Fletcher · 6 min read ## **Your Frontline Workers Are Ready For Better Tech** Even though frontline workers outnumber desked workers by nearly 4 to 1, they consistently [report lacking the technology to do their jobs effectively](https://servicecouncil.com/wp-content/uploads/2021/04/SC_VoFSE-Report_2021.pdf). In a large, distributed workforce, this lack of repeatable, tech-enabled workflows creates downstream issues in customer service, employee engagement, and revenue. Read on to find out why **the future depends on frontline workers**, **what they need from tech**, and **how to equip your mobile workforce** for success as it continues to grow. ## **Who are frontline workers?** Frontline workers, also known as mobile workers, do their jobs outside of an office or traditional, stationary workstation. The frontline workforce includes a massive number of employees and contractors: field service techs, mobile healthcare workers, maintenance and delivery workers, sales reps, consultants, and many more. Nearly three billion strong, mobile workers play an essential role across industries such as healthcare, utilities, education, manufacturing, transportation, construction, and agriculture. While the COVID-19 pandemic brought the value of frontline work into stark relief, the demand for these workers hasn’t lessened. In fact, many of the top industries for frontline workers expect to see rapid growth in the near future. [Home healthcare, for example, is projected to grow 3x faster](https://www.skedulo.com/blog/the-future-of-home-healthcare/) than the overall healthcare industry by 2031. With increased attention on the importance of frontline workers, and abundant data on the challenges they face in doing their work with efficiency and satisfaction, what’s standing between mobile workers and [the tools they need to succeed](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/)? **Tech enablement**. ### **How a lack of frontline tech enablement hurts your business** With the arrival of personal computing in the 1970s and the internet in the 1990s, desk-based workers not only had abundant access to tech but ample time to embrace it. Companies outfitted their offices with desk-based hardware and adopted CRM, ERP, and HRIS platforms (to name only a few) from big-name SaaS providers. For decision-makers, it seemed easier to equip and train a centralized, office-based team of workers on new tech than to equip and train frontline workers. Complex regulatory landscapes, especially in some industries, limited broad-based investment in the mobile worker experience and supporting technologies. This led to an imbalance in tech investment, with frontline workforce tech accounting for [less than 1% of the estimated $300+ billion](https://www.emcap.com/thoughts/technology-for-the-deskless-workforce/) invested in employee software. Deprived of tech that would make them more efficient and satisfied in their careers, the mobile workforce got by with manual, inefficient processes, augmenting them with their own workarounds when needed. Smartphones and tablets became essential tools for frontline workers—and, more recently, so did cloud computing and 5G connectivity. At present, a lag in mobile SaaS implementation collides with escalating demand for frontline workers. And mobile workers are understandably frustrated. [Retention rates are concerning](https://www.unleash.ai/talent-management/beekeeper-4-in-10-frontline-workers-have-quit-in-the-last-year/), and workers report feeling overworked and underappreciated. It’s time to listen to frontline workers and equip them with the tools they need to deliver optimal service. > We knew we had room for overall process improvement and greater efficiency, but we needed a system that would sit natively in our existing tech stack and be able to manage all the data points that go into a scheduling decision. > > — Joe Zito, American Red Cross ## **What frontline workers really mean when they say they want “better tech”** Because technology enablement was office-driven for so long, there’s a profound misconception that frontline workers lack tech literacy—an assumption that discourages investment in their tech needs. **In fact, frontline workers acutely understand how mobile-first SaaS tech could help them: **[41% say more tech would make the difference in their success](https://www.emcap.com/thoughts/technology-for-the-deskless-workforce/), and 61% say their employers haven’t provided it. Mobile workers are frustrated by existing tools that are slow, inefficient, non-collaborative, and difficult to implement. Frontline workers want SaaS with a friendly UI, designed for field use, and flexible enough to adapt to their unique workflows and processes. They want accurate and fast schedules, automated recurring tasks, and real-time status updates with minimal manual effort. And they don’t just want better tech because it will help them be more efficient. **They say [better tech is one of the top factors](https://www.microsoft.com/en-us/worklab/work-trend-index/technology-unlocks-a-new-future-for-frontline) in reducing their job-related stress. **When workers handle thousands of customer interactions per day, those better equipped for the job [deliver the highest quality customer service](https://www.skedulo.com/blog/field-service-customer-satisfaction/). > We have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage. > > — Chris Kalavas, HealthStrong ## **What better tech can do for your mobile workforce** Mobile workforce management technology can make a timely and sizable impact on five key areas: - **Communication** - 96% of frontline workers want tech that simplifies and improves communication across frontline workers, managers, and office staff. They’re looking for real-time, secure notifications and updates, centralized data collection, and seamless integration with existing CRM, ERP, and HR platforms across the organization. - **Task Management** - Assigning and tracking job duties is more transparent and efficient with smart scheduling. Desk-based _and_ mobile workers benefit from [AI-assisted scheduling](https://www.skedulo.com/learn/frontline-worker-software/) based on customizable parameters that fit the specific needs of the business and the service being delivered. In fact, this tech decreases weekly job delays by 67% and [increases on-the-job productivity](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) by nearly a third. - **Training** - [55% of frontline workers](https://www.microsoft.com/en-us/worklab/work-trend-index/technology-unlocks-a-new-future-for-frontline) reported a lack of training and prep to successfully adopt digital tools. Training and onboarding resources built into MWM software help newer workers ramp up faster, reducing the time between hiring and productivity targets. - **Health and Safety Monitoring** - With frontline workforce technology, [worker safety tools](https://www.skedulo.com/blog/field-service-management-best-practices/) like route optimization, GPS tracking, and mobile-first communication are incorporated into job workflows - **Real-Time Troubleshooting** - Workers can immediately access equipment specs, product manuals, technical guides, and support from managers and peers from the s - **96%** — want tech that improves communication and coordination - **67%** — decrease in weekly job delays with AI-assisted scheduling - **55%** — lack proper training and prep for digital tool adoption > Our biggest win is helping our schedulers match the right mobile trainer to the right event. Putting the most effective person on that job, making it a lot easier to know we have picked the right person based on their skillset and experience — that is a huge benefit to our business. > > — Stephanie Rossomando, Achieve3000 ## **How to give mobile workers the solutions they need** [The digital transformation of the mobile workforce](https://www.skedulo.com/blog/digital-transformation-field-service/) should reflect the holistic effort that offices made to bring desk-based workers online: strategic, systemic tech enablement designed to encourage widespread adoption and build on end-user feedback. ### **Involve frontline workers in choosing and implementing tech** A successful implementation requires understanding the unique needs of a large number of mobile workers. Collect input on what workers want from the tools you’re expecting them to embrace. Identify highly engaged frontline workers and empower them to be evangelists for giving feedback and adopting new systems. During and after implementation, listen to your mobile workforce about how it’s going: in addition to quantitative data on tech adoption, collect qualitative feedback on their usage and ongoing training or support needs. ### **Create the right views for schedulers and workers** Bring managers and frontline workers into sync by aligning their perspectives. Design customized views to accommodate workflows, permissions, and user experience. These views can also be individualized to a worker’s unique responsibilities: for example, schedulers get a customized view that factors in available workers and resources, while managers see a dashboard of [critical field service metrics](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/). ### **Use a variety of training techniques** Treat training as a continuous process, not an isolated event. Educate staff on how the new technology will impact their daily responsibilities, and connect field-based workflows to operational outcomes to improve team alignment. Provide training in settings that match users’ learning styles: hands-on demos, in-person instruction, videos, and other formats to help workers retain and apply key principles. ### **Review performance data and make improvements** When it comes to mobile workforce technology, the “set it and forget it” approach is a recipe for disaster. Monitor the implementation process and follow up in areas where adoption is lagging. Monitor KPIs associated with tech usage and identify opportunities for improvement, and review how new tech informs operations management. To keep the big picture in view, compare data before and after implementation to understand what has changed and where there is room for improvement. ## **Better tech for better business outcomes** The next question is how you’ll make your investment. Should you build or buy your frontline tech? We break down the [pros and cons of building vs. buying mobile workforce management software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) based on your unique workforce and target market. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/empower-your-mobile-workforce-with-skedulo-plus/" type: "blogPost" title: "Empower your mobile workforce with Skedulo Plus, our newly launched mobile app" author: "Uyen Nguyen" date: "2023-10-02" description: "I’m really excited to share the news of the launch of Skedulo’s new mobile workforce management app, Skedulo Plus. With work becoming increasingly mobile, workers need to be armed with the right tools in order to do their work efficiently and effectively. As we looked at the options available to bu…" lastmod: "2023-10-02" --- # Empower your mobile workforce with Skedulo Plus, our newly launched mobile app Published October 2, 2023 · By Uyen Nguyen · 3 min read I’m really excited to share the news of the launch of Skedulo’s new mobile workforce management app, [Skedulo Plus](https://www.skedulo.com/product/mobile/). With work becoming increasingly mobile, workers need to be armed with the right tools in order to do their work efficiently and effectively. As we looked at the options available to businesses who provide services in the field—whether they be installing solar panels, providing in-home care to patients, or doing any type of work outside of an office setting—we realized that most of the tools available today are overly rigid and difficult to use. Consumer apps have raised expectations for your workforce. If you, like me, sometimes find yourself scrolling through social media feeds or consuming content through an app at home, what we don’t realize is these apps have conditioned us to expect a greater level of user experience. It begs the question: Why shouldn’t the apps we use for work be as easy to use and to navigate as the apps we use at home? This is the standard we set for ourselves when building Skedulo Plus. We didn’t just want an app that would function effectively, but one that workers in the field would LOVE. An app that's incredibly intuitive and easy to use. An app that adapts to the preferences of your workers and the workflow that’s needed to support your business. One of the key capabilities of Skedulo Plus is its flexibility and extensibility. It’s built with a templatized framework that allows you to easily tailor it to meet your unique workflow. Let’s say you need to capture detailed information to note the specific equipment your team used to complete a job. Our mobile extensions allow you to create a form to capture this data and sync it back to your office. But what if your mobile worker is in an area without service? Skedulo Plus has offline sync, so your worker can still capture the data in the form and as soon as they return to an area with service coverage, it will sync automatically. Another example of how you can tailor Skedulo Plus is with regards to billing. Through Skedulo Plus’ templatized builder, you can create a form that allows you visibility into your mobile worker’s start and end times and factors in things like lunch and recharge breaks. With this additional insight, you can bill your customers more precisely for the actual time worked while also ensuring you’re compliant with things like local labor laws. Our newly launched mobile app ## Skedulo Plus Empower your teams to more efficiently schedule, manage and complete work with Skedulo Plus, an app purpose-built for the demands of mobile work. - Easily configurable to meet the needs of your team - Everything your team needs in the palm of their hands - Optimized for mobile work From a user experience perspective, we’ve made Skedulo Plus really clean and simple with access to the information your mobile workers need right at their fingertips. There’s an easy to navigate calendar interface with details of each job or appointment. Accessibility is also incredibly important as we aim to ensure the product caters to the needs and challenges of as many people as possible, regardless of their disability or impairment. Mobile workers are also able to accept jobs, use it for optimal routing to work, and it supports multiple languages. If you make changes to the app, you can push automated updates in bulk to the field without your team needing to do new downloads. And this is just the beginning, with a host of new features on the horizon. At Skedulo, our mission is to empower the mobile workforce. We’re thrilled to offer a user friendly mobile app designed to enhance your team's productivity and equip them to tackle challenges effectively. To discover how Skedulo Plus can empower your mobile teams to schedule, manage and complete tasks efficiently, please [contact us](https://www.skedulo.com/contact/). ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [New Product Capability: Create The Optimal Schedule With Skedulo’s Optimization Engine](https://www.skedulo.com/blog/new-skedulo-optimization-engine/) — April 19, 2023. We are thrilled to announce the launch of Skedulo’s new optimization engine enabling your teams to create an optimal schedule with the push of a button. When building our new optimization engine, we wanted to ensure that our customers would have control over the variables that are considered when… --- --- url: "https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/" type: "blogPost" title: "ERP and Field Service Management: Why you need both" author: "Nathan Schubert" date: "2025-08-29" description: "Field service companies can’t rely on enterprise resource planning (ERP) software alone. Learn why businesses must pair their ERP with a robust FSM platform." lastmod: "2025-08-29" --- # ERP and Field Service Management: Why you need both Published August 29, 2025 · By Nathan Schubert · 10 min read Managing a field service workforce can be a complicated balancing act, especially without the right tools. Many organizations with a field service component use an enterprise resource planning (ERP) system to support their field operations, service delivery, and overall workforce. But field service businesses that _only_ use an ERP system may miss out on important efficiencies that could help field workers and customers. In this article, we’ll cover why it’s important to augment your ERP with a robust FSM solution, how the right FSM platform can close the gap between an ERP system’s limitations and the reality of field service operations, and what to look for in that FSM software. But first, let’s cover some basics. ## What Is FSM Software? [Field service management (FSM) software](https://www.skedulo.com/learn/field-service-overview/#What-is-Field-Service-Management-Software?) is a tool that’s specifically designed to help companies that rely on field service workers run their operations more smoothly and efficiently. Companies that provide services ranging from heating and cooling repairs and maintenance to mobile vaccination administration and [home healthcare visits](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/) can all benefit from FSM software. FSM software is particularly helpful for aspects of these businesses that involve field-specific complexities, like creating schedules for mobile workers with optimized travel routes and managing a variety of technicians’ individual skill sets. ## What Is ERP Software? Enterprise resource planning (ERP) software helps companies manage core business processes like finance, supply chain management, strategic planning, manufacturing, operations, and even human resources. Often deployed as a group of integrated applications, ERP is a single source of truth for different business functions that used to be housed and managed separately. Since nearly every organization needs to manage these sorts of business needs, [ERP software is typically helpful to any company](https://www.netsuite.com/portal/resource/articles/erp/erp-benefits.shtml), regardless of the industry or specific services provided. ## What Is ERP for Field Service? For many field service businesses, ERP is the system of record for order management, manufacturing, and [supply chain management](https://www.velosio.com/blog/why-supply-chain-management-is-important-for-your-business/)—a significant aspect of many field service businesses. In fact, supply chain management is such a large part of field service that ERP systems must integrate with (or include features of) finance, HR, or customer relationship management (CRM) tools to be effective. At the end of the day, though, ERP is a larger umbrella of business software that offers broad capabilities for field service organization. ERP is commonly used in the field service industry to: - **Create and track purchase orders**, including both new installations and repair orders - **Manage inventory** to [track which equipment is in use](https://www.unleashedsoftware.com/blog/erp-inventory-management-system/) and ensure the right jobs are scheduled when the necessary equipment is available - **Track high-level capacity** for work orders, depending on the number of workers and their general availability - **Generate work orders** that include the job details and a unique ID for tracking throughout the job - **Generate invoices** based on the type of job, time spent, or other relevant factors - **Track accounting details**, including specific details like the cost of a certain service and high-level data like the highest and lowest revenue sources compared to other assets #### The Gaps in ERP Software Using an ERP system to track your internal resources is crucial to continued growth and success in field service. But even with a strong ERP system, field workers and managers will find it [difficult—if not impossible—to manage day-to-day work](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) solely through an ERP tool. Some of the limitations of ERP systems alone include: - **Lack of visibility **– While an ERP solution offers some key tracking and reporting, FSM systems provide real-time data on a per-technician and per-job basis. - **Limited ability to track essential job history** – Today’s customer expects personalized service that field workers can only provide with access to detailed customer and job documentation. Compared to ERPs, FSM systems go deeper into job history and asset history to help technicians deliver great service in the field. - **Lacks dynamic and flexible scheduling** - [Field service scheduling](https://www.skedulo.com/blog/5-ways-to-use-field-service-scheduling-to-drive-revenue-growth/) is a complex process with lots of real-time variables: changing availability, new and urgent jobs, traffic and weather conditions, and more. The scheduling capabilities of ERP systems are rigid and static compared to modern FSM software. - **Offers a limited single source of truth** – ERP software captures, manages, and offers visibility into some data, like purchase orders, inventory, and customer invoices. However, its capabilities aren’t robust or specific enough to field service to provide the data necessary to make good decisions about your field service operations. - **Doesn’t enable streamlined communication** – Though ERP software makes it easier to share information among administrative departments, it doesn’t offer the direct and contextual communications that help field workers remain productive, or help the organization and customer remain informed. With ERP alone, workers on the road may still deal with inefficient phone calls or paper forms. ## How Field Service Management Software Bridges the Gaps in ERP Systems A robust FSM platform can fill in the gaps that ERP systems leave in field service operations. Let’s review some of the most important ways that an FSM system can augment a field service organization’s ERP system. #### Improves Upon the ERP’s System of Record One of the key differences between field service management and ERP is that FSM is a system of _engagement_, whereas ERP is a system of _record_. Broadly speaking, [a system of record](https://www.indeed.com/career-advice/career-development/system-of-record) is the authoritative data source for a certain area of a business. In field service, the ERP is the single source of truth for supply chain and order management information. [However, a system of engagement](https://tulip.co/blog/system-of-record-vs-system-of-engagement) is a platform that workers use to find and share information and communicate and collaborate with others. Often, this might be email or a learning management system (LMS). In some cases, the system of record might be the system of engagement. But most employees—especially workers in the field—need a system of engagement that centralizes information from each system of record. Otherwise, they waste inordinate amounts of time tracking down the right information. FSM software allows field workers to see—and act on—crucial data, all in one platform. Within a field service management platform, a technician can pull work orders from the ERP to see what needs to be done and where; find product data from the supply chain database; and see quotes and invoicing details from order processing. At the same time, their manager can use the FSM scheduling tools to find the right person for each job, based on unique qualifications, availability, and job location. #### Increases Transparency Across Field Service Operations Intelligent FSM software offers a mobile-first approach, with tools that are dynamic enough to support employees on site. Where ERP solutions might provide limited mobile functionality to collect field data, FSM software enables real-time, accurate collection of details like time spent on the road, customer and employee feedback, schedule adherence, and more. These deep insights across operations improve workforce visibility, resulting in a better, more unified view of what’s working, what’s not, and where you’ll need to adjust. And with increased transparency, you’ll benefit from more accurate resource and capacity planning, more efficient scheduling, reduced costs of service, and [improved customer loyalty](https://www.skedulo.com/blog/field-service-customer-satisfaction/). #### Adapts to Business Needs and Market Conditions The workflows, priorities, and optimization rules needed for deskless workers can vary widely—especially as [the role of field service grows](https://www.skedulo.com/blog/8-field-service-management-trends/) throughout industries like healthcare, technology, and renewable energy. Effective FSM software is flexible and configurable for the unique needs of each field service business, even as those needs change. Ensure your field service software is adaptable enough to evolve alongside your work and your workforce. Consider factors like: - **Qualifications** - the software should track workers’ qualifications (licenses, certifications, continuing education requirements, etc.), only schedule workers who are qualified, and make it easy to update qualifications as they change - **Scheduling needs** - the system should combine workers’ availability, customers’ locations, and field service business priorities (e.g. minimize expenses or maximize customer satisfaction) to create and optimize schedules based on real-time conditions - **Market conditions** - as customers’ needs and market conditions evolve, the software should empower companies to rebalance job assignment factors, change scheduling rules, and reoptimize based on new field service KPIs #### Easily Tracks Job history and Customer Preferences While your ERP system tracks and stores basic customer details, like contact information, FSM software is built with the unique goals of field service organizations in mind: to provide the best [customer experience during every field service delivery](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) and beyond. It tracks detailed data—like a customer’s previous invoices, receipts, and preferences—that ERP systems can’t, all in one centralized place. If, for example, a repeat customer wants to schedule an appointment with the same technician who serviced their equipment last time, an FSM solution lets you quickly access those details—without having to dig through paper documents or customer files. #### Streamlines Workflows Though an ERP tool tracks and organizes certain business functions (e.g. accounting, marketing and sales efforts, etc.), it doesn't offer holistic capabilities to truly streamline operations. FSM software, though, includes features that optimize everything from scheduling, dispatching, routing, data collection and analysis, and more. And because everything lives in a single source of truth, every aspect of your [field service](https://www.skedulo.com/blog/what-is-field-service/) business can run like a well-oiled machine—without duplicating administrative efforts or using time-consuming, manual processes. #### Improves Communication Effective communication is essential to strong field service operations. Deskless workers need mobile-first communication tools to stay informed, prepared, and safe in the field; and managers want that real-time workforce visibility. ERP solutions simply aren’t built for that purpose. Robust FSM technology puts the power of streamlined communication in the hands of field service technicians, without sacrificing on-site data businesses need to measure productivity and success. Workers are supported by a single app (no more toggling between calls, texts, and emails), and can communicate with back-office workers and customers at the touch of a button. #### Seamlessly Integrates with Existing Systems Modern FSM software complements your other technologies, so the tech stack is greater than the sum of its parts. Your ERP, CRM, HR, payroll, and other software each provide unique value to your business—and the right FSM solution pulls them together to better fulfill the staff and customer needs, [tearing down silos](https://www.linkedin.com/pulse/why-complex-tech-stack-leads-data-silos-how-avoid-lars-nielsen-hskbf/) and generating interoperable data for better business decisions. ## Essential Field Service Management Software Features As you consider field service management software to help fill in the ERP gaps, it’s crucial that you choose the right solution. Modern, robust FSM tools can extend the capabilities of what your ERP solution already offers to drive further operational efficiencies and success. Be sure to look for technology that offers: - **Mobile-first functionality** – Your field service workers need tools that help them communicate, access up-to-date information, store key information, and more—all on the go. Your FSM solution should be intuitive, user-friendly, and able to work on any mobile device to improve worker safety in the field. - **Easily sync data with the system of record** – Accurately [capturing what happens on site is critical](https://www.skedulo.com/blog/improve-field-data-collection/) for continued good customer service. Your FSM system should let workers easily capture photos, signatures, and forms in the field—all of which should automatically sync to the right system of record. Look for a tool with offline functionality, so workers can take notes offline, knowing everything will sync once they’re reconnected. - **Flexible and configurable **- Your field service software should be adaptable enough to suit your unique needs. Look for an FSM system that empowers you to create custom forms, automation rules, and optimization priorities—and adjust when market conditions or customer needs change. - **Automated Scheduling and Dispatching** – A key part of any FSM solution is its scheduling and dispatching capabilities, which aren’t included in ERP systems. The FSM tool you implement needs to handle [complex scheduling elements](https://www.skedulo.com/resources/managing-complex-field-service-work/), like matching the right worker to the right job (based on qualifications, location, preferences etc.), and should update in real time. [These scheduling functions should be automated and scalable](https://www.skedulo.com/blog/challenges-mobile-workforce/), so as your business grows, you don’t run into issues that harm customer service—like cancellations, no-shows, or delays—that manual scheduling processes can create. - **Real-Time Communication** – Robust FSM technology should enable mobile employees to communicate any job updates or changes with the back office in real time to ensure excellent customer service. - **Optimized Routing** – Eliminate frustrating, unclear estimated service windows with FSM software that provides field workers with the best job-to-job routes in real time. That way, customers always know exactly when workers will arrive and field staff aren’t wasting time bouncing around town with a schedule that doesn’t consider travel routes. - **Seamless Integration** – The FSM solution you implement should easily integrate with and connect the other parts of your tech stack, including ERP, CRM, payroll, HR, and other systems. This ensures your field workers are backed by the power of accurate customer data and are fully prepared for every customer interaction. ## What’s Next? Find the Right FSM Platform to Complement Your ERP System An ERP solution provides essential value to your field service business and can help empower field workers as they serve customers. But without implementing FSM software that’s purposely designed to support end-to-end field service operations, you’re likely missing out on key business insights, benefits, and overall success. Skedulo delivers smart scheduling, route optimization, team messaging, and a user-friendly mobile app built for deskless workers. Integrations with other systems—HR, CRM, knowledge base, and more—bring together the most important data points in one streamlined system. Skedulo is powerful and flexible enough for any field service workforce. Create custom forms, safety checklists, and on-the-job workflows for those in the field. Make scheduling more efficient with custom scheduling priorities and optimization logic that suits your business needs. Want to learn more about what to look for in an FSM platform? [Use our in-depth checklist to find the right FSM software](https://www.skedulo.com/resources/field-service-management-software-checklist/) for your organization. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/evolving-deskless-productivity/" type: "blogPost" title: "Evolving Deskless Productivity" author: "Bartek Woroniecki" date: "2022-07-22" description: "Since 2013, Skedulo has helped customers manage deskless workforces. Here's how we've extended our platform to make deskless workers more productive." lastmod: "2026-05-12" --- # Evolving Deskless Productivity Published July 22, 2022 · Updated May 12, 2026 · By Bartek Woroniecki · 5 min read Managing a large, mobile workforce to successfully deliver complex jobs is no easy feat—let alone being able to do it in the most cost effective, productive and efficient way. Historically, a lack of purpose-built software solutions has done little to assist, even as the numbers of deskless workers around the world have soared to more than 2.7 billion people. ## It’s time to evolve Helping our global customer base manage their deskless workforces has been the sole purpose of Skedulo since our humble beginnings in 2013. Over time, we’ve refined and extended our solution with a goal to support deskless workers to be more efficient and productive, and increase the impact their work has on their customers. Our efforts haven’t gone unrecognised. We’ve won numerous awards and been named a G2 Market Leader in Field Service Management for several years running. However, it has always been the feedback from customers that matters most—and it’s this feedback that has inspired us to innovate and build out new solutions to address specific challenges facing organizations in a variety of sectors. ## Leveraging intelligence and automation to optimize operations Studies have shown that [80% of technical experts across the industry accept that AI has managed to enhance workforce skills and simultaneously boost efficiency](https://www.analyticsinsight.net/how-is-ai-revolutionizing-field-service-management/). In managing a field sales or service workforce, workers expect that any workplace app they’re asked to use is as simple and intuitive as the best apps on the market. Yet we still see many organizations struggling with clunky web-based apps that do little to empower workers and a lot to increase frustration. It’s small changes such as this that can have the biggest impact, because unhappy workers will never deliver the best customer experiences. Companies must start to prioritize their internal systems if they want to retain great staff, deliver great service, and stand out in their field. Better technology equals greater worker retention: [Deskless workers empowered with sufficient technology](https://www.skedulo.com/learn/deskless-workers/) are 2x as likely to be very satisfied with their job and over 50% more likely to stay at their job for the next five years. In today’s world, achieving this state of operations demands the use of advancing technology (artificial intelligence, machine learning, and automation). We recognise that AI and automation are critical to optimizing and streamlining business workflows, which is why these are baked into our solution. It’s working too, with our customers reporting results such as: - Simplified complex scheduling (cut workforce scheduling by 48% on avg.) - Increased work capacity via optimized scheduling (increased billable appointments by 15%) - Empowered deskless workers (make workers 20% more productive) with an easy-to-use mobile app Every improved customer experience, fulfilled employee, and cost saving counts. Playing phone tag to book an appointment, waiting 6 hours to hear a knock at the door for a technician, or having them show up without the right tools or information simply doesn’t cut it anymore. Being able to effortlessly allocate the right person to the right job at the right time (every time) is critical. And this is what we’ve been working so hard to help our customers achieve. ## Unique solutions to solve unique challenges The [Skedulo Pulse Platform™](https://www.skedulo.com/platform/) is the next iteration in our journey to accelerate [deskless productivity](https://www.skedulo.com/learn/deskless-workers/). It provides the flexibility to scale, adapt and innovate, and has been designed with a completely [human-centric approach to mobile workforce management](https://www.skedulo.com/blog/introducing-skedulo-pulse-the-next-chapter-in-our-drive-to-support-the-deskless-workforce/) in mind. The solution incorporates Skedulo’s Mastermind which allows users to leverage the power of AI to boost the efficiency of their workforce management. We’re proud to offer 3 distinct solutions which aim to solve the unique challenges that present within each of the following sectors: **[Field Service management](https://www.skedulo.com/product/field-scheduling/) – **This refers to any sales or service that is delivered in the field. It typically involves dispatching workers to a client to install, repair or maintain equipment or systems and could include maintenance, healthcare, telecommunications, utilities, heating and cooling systems, and so on. The Skedulo Pulse Platform makes it easy to: - Optimize scheduling for all types of work or appointments - Use automation to match the right worker (skills, qualifications and attributes) with the right client in the right location at the right time - Leverage AI to optimize routes based on real road networks and historical traffic information to ensure travel plans are both achievable and reliable - Enable centralized, real time communication with workers - Consolidate field data for analytics and forecasting Our platform also allows schedulers to provide precise appointment times (rather than windows) via self-service or scheduled bookings to improve customer satisfaction and reach. [**Healthcare Therapy**](https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/) – Effective scheduling can make or break a therapies business, yet managing the logistical coordination of care (be it physical, mental, speech, occupational or any other therapy) is challenging. We have listened carefully to the needs of therapies businesses and their care providers to engineer a solution that allows you to: - match carers with appointments based on skills, certifications, location, job attributes, and more - maximize utilization of billable hours - validate bookings against specific rules (and flag any errors) - reduce cancellations and no shows with SMS/email notifications - optimize routes so carers spend less time behind the windshield Importantly, Skedulo aids in care provider retention by enabling the fair distribution of work and allocation of jobs based on personal preferences (such as when, where, and what types of jobs they wish to take on). [**Public Sector **](https://www.skedulo.com/industries/public-sector/)– Off the back of our extensive efforts to solve complex scheduling issues associated with the vaccination roll out, the Skedulo Pulse Platform is designed to manage the multifaceted needs of government departments. This includes bookings for community spaces (allowing constituents to self-book available spots online), in-office appointments with government representatives (i.e.: to obtain a driver’s license), and on-site inspections (such as a building inspection from a qualified public sector representative). Our solution is also designed to alleviate the pressures associated with scheduling public servants according to new hybrid (onsite and remote) work plans that have become increasingly popular following pandemic lockdowns. ## Exciting times ahead We’re on a mission to optimize scheduling and resource allocation, reduce drive time, and help businesses keep their workers and customers happy—from the moment a job is received to the moment it is completed. Our objective is to sync with your unique business objectives, whether they be ensuring your VIPs are treated as such or guaranteeing the delivery of perishable goods in the fastest possible time frame. It’s time to look at your deskless workforce management holistically, so you can get the most out of each and every resource. Leveraging Skedulo’s capabilities could see you evolve from having a purely reactive team of manual coordinators, to a fully autonomous team focused on providing the ultimate employee and customer experience. **To learn more about our Skedulo Pulse Platform solutions, [contact our sales team](https://www.skedulo.com/contact/) or [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/faces-of-the-frontline-furniture-bank/" type: "blogPost" title: "Faces of the Frontline: Jordan and Leslie from Furniture Bank share their Skedulo story" author: "Miles Kelly" date: "2020-09-15" description: "Meet Jordan and Leslie of Furniture Bank, a charity founded in 1998 that redistributes donated furniture and housewares to people in furniture poverty." lastmod: "2021-03-18" --- # Faces of the Frontline: Jordan and Leslie from Furniture Bank share their Skedulo story Published September 15, 2020 · Updated March 18, 2021 · By Miles Kelly · 4 min read Founded in 1998, Furniture Bank is a registered charity and social enterprise which redistributes gently-used furniture and housewares from donors in the community to families and individuals experiencing furniture poverty. Their clients include women and children leaving shelters, the formerly hom… Founded in 1998, [Furniture Bank](https://www.skedulo.com/customers/) is a registered charity and social enterprise which redistributes gently-used furniture and housewares from donors in the community to families and individuals experiencing furniture poverty. Their clients include women and children leaving shelters, the formerly homeless, and newcomers and refugees to Canada. Revenues generated through their furniture removal service funds their charitable activities as they work to end furniture poverty — one sofa and one family at a time. The charity also runs a number of social programs including a social hire program and a furniture upcycle studio, among others. Leslie is a fleet supervisor at Furniture Bank and has worked there for 3 years. Jordan has worked with Furniture Bank for 5 years; starting as a team mover and working his way up to warehouse supervisor. ## Life on the job before Skedulo Jordan remembers the days before Skedulo, when Furniture Bank did around 8 pickups a day and had an 8-inch stack of paperwork to go with it. “When someone wants to donate furniture, we send a truck to their house to pick it up,” says Jordan. “There used to be a heap of paperwork for every pickup. And sometimes papers would get lost in dispatch or have the wrong address on them. There was no way to tell until a disappointed customer called at the end of the day. This then meant rescheduling the pick-up, or heading out on the road again.” > “You don’t want missed appointments. You want to get them all done in a day without disappointing anyone, especially a paying customer.” > > — Jordan As the scheduling manager, Leslie also feared calls from upset customers. “With paper, you’re going in blind,” says Leslie. “You would hope every day that nobody loses anything and everyone is where they are supposed to be. “There were other inefficiencies too — like routing all the drivers for their pick-ups, which used to take me all day. You could start at 8:30am and still be going at 5pm with your paper and a Google map.” The team also experienced difficulties such as trying to update drivers if a job changed, making countless calls for pickup and delivery ETAs, and waiting around at a person’s house until warehouse staff were able to manually email a receipt. “Our drivers used to have to wait at a person’s house for up to 10 minutes until warehouse staff emailed through a receipt. This delay also worried our customers, who would often call the office to make sure the pick-up was legit.” ## Life on the job after Skedulo Jordan says Skedulo has changed everyone’s lives at Furniture Bank and helped them be much more productive and efficient. “Now everything we need is on our phone in the Skedulo app — and it’s in real time. There are no random papers, no lost addresses, and no disappointed customers. “If a job changes, I update it in Skedulo and it instantly pops up on the driver’s phone. When we’re on our way the app lets the customer know and gives them an ETA. And when you complete a job, Skedulo sends an automatic email receipt to the customer. This saves our drivers up to 10 minutes for every pickup, which really adds up when you have lots of pickups in a day.” Leslie says she loves knowing where all the team members are at any point and being able to orchestrate everything from the office or home. “The automated emails are my favorite. I can manage everything from the office in a single click and our field team doesn’t need to worry about a thing.” Both Jordan and Leslie agree that Skedulo has helped the charity grow, which means they’re able to help more people in need. “These days we generally have between 40 and 50 pick-ups each a day,” says Leslie. “Before Skedulo, I think we were doing about half that. So, we’ve definitely seen an increase in appointments since implementing Skedulo.” > “We have to make our trucks dance, and Skedulo helps us do that.” I can make my hockey games on time, and I can enjoy more time with my partner. Leslie and Jordan say Skedulo has made their jobs much easier and gives them more time to do the things they love outside of work. “Skedulo makes it easy for me to get to my hockey games on time,” says Jordan. “If I had to fill out and hand-over all that old paperwork, I could never get to a game at 5pm. Now I know I’m going to make it because I don’t have to worry about all that; it’s just done on Skedulo.” For Leslie, the previously 8-hour routing process now takes her 1 to 2 hours. And because she can login to Skedulo from anywhere and at any time, she is able to leave work early and do it at home. “I don’t live in Toronto, so I can leave early to miss all the traffic and be home to spend more time with my partner and my pets. Routing takes me a fraction of the time now and I love that I can do it from anywhere.” > “I have more time for me, which is really nice.” Furniture Bank’s Executive Director, Dan Kershaw, also shares his view on how Skedulo has transformed their operations. [See Dan’s interview](https://www.skedulo.com/customers/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/faces-of-the-frontline-scott-and-charles-from-sunrun-share-their-skedulo-story/" type: "blogPost" title: "Faces of the Frontline: Scott and Charles from Sunrun share their Skedulo story" author: "Craig Panigiris" date: "2021-01-07" description: "Meet Charles and Scott from Sunrun, a leading US solar energy provider that helps homeowners across the country make the move to clean energy." lastmod: "2021-01-08" --- # Faces of the Frontline: Scott and Charles from Sunrun share their Skedulo story Published January 7, 2021 · Updated January 8, 2021 · By Craig Panigiris · 3 min read ![Scott_sunrun](https://assets.skedulo.com/assets/2021/01/FOF_Sunrun_Scott_BlogHeader_1050x550@2x.jpg) Sunrun is a leading solar energy provider in the United States. The company operates all across the country, helping home owners make the move to clean energy with the installation of high quality solar panels and batteries. Scott is a Retail Sales Supervisor for the Northern Connecticut region. He has been with Sunrun for almost 5 years and started on the frontline as an in-store sales rep before accepting a management position 2 years ago. Charles has been with [Sunrun](https://www.skedulo.com/customers/sunrun/) for 5 years and is a Retail Program Specialist on the retail channel partnership team. He oversees Sunrun’s sales managers to ensure effective scheduling of 800+ staff across hundreds of retail stores. ## Life on the job before Skedulo Charles and Scott both remember the days when scheduling Sunrun’s retail salesforce involved emails, spreadsheets and online forms. “It felt like the movie _A Beautiful Mind _where you’re writing on a window wondering how to organize all these people,” remembers Charles. “With hundreds of different retailers, staff and schedules it’s a monster to make sure everyone will be in the right place at the right time.” As a Retail Sales Supervisor, Scott manages a team of 12 sales reps who work between 15 retail stores. “Before we started using Skedulo, scheduling was very stressful and time consuming. When you’re using spreadsheets and online forms to manage daily check-ins and checkouts it’s also a real struggle to ensure compliance without full visibility." “Managing a team of reps means I’m always putting out fires and handling scheduling issues each week, and this was a definite challenge before Skedulo.” ![Scott_Sunrun_Carpark](https://assets.skedulo.com/assets/2021/01/FOF_Sunrun_Scott_BlogImageFull_1_1050w@2x.jpg) ## Life on the job after Skedulo Since deploying Skedulo and rolling it out to their field sales teams, Sunrun’s scheduling process has been completely transformed. “Once Skedulo was rolled out, it was amazing to have all the scheduling data consolidated,” says Charles. “From a compliance perspective, Skedulo helps us sleep at night because everyone knows where they need to be the next day.” > “The ability to see all our schedules in one place is huge for us.” For Scott – who had the unique experience of using Skedulo as a sales rep and now as a manager – the change has been remarkable. “Skedulo is a great tool compared to what we used in the past. Piecing together a consistent weekly schedule is a delicate balancing act, and Skedulo makes it easy to plan that out even as far as 3 months in advance." “Having that visibility on where everybody is at, and the ability to make quick adjustments, is fantastic. For example, a rep may say they have a transport issue and can’t make it to a store 40 minutes away but can get to a closer one. With Skedulo, I can change shifts on the fly and have it show up in real time on the rep’s mobiles which has been invaluable.” Scott says transparency and accountability have been the biggest impacts of using Skedulo. “Since Skedulo, there’s been greater transparency for myself as a manager and for staff in knowing where they need to be every day. Being a remotely managed organization – which is especially true in COVID – means I’m not in the field every second. I also can’t be at every store at the same time. So the biggest impact has been helping to drive accountability: ensuring reps are instore when they’re supposed to be and giving me visibility as a manager knowing they are there.” ![Sunrun_Trucks](https://assets.skedulo.com/assets/2021/01/FOF_Sunrun_Scott_BlogImageFull_2_1050w@2x.jpg) > “Skedulo helps us meet our staffing commitments to retail partners and get the proper amount of hours into retail locations to drive the sales activity we need.” Timekeeping is another benefit for Sunrun’s field staff, who may occasionally forget to log their times for payroll. “Just recently I had an employee who had forgotten to log their time for payroll on a couple of days. Lo and behold we checked Skedulo and there were the check-in and checkout times. We were able to take that exact data and get it to payroll which was hugely helpful.” > “My favorite aspect of Skedulo is the navigation. It helps new hires quickly learn the lay of the land and I’ve even had a couple of reps use it to direct an Uber when they had transport issues.” ## Skedulo helps us plan our lives and spend more time on what matters Charles and Scott say Skedulo saves them a lot of time which frees them up to focus on activities that add more value to the organization. > “Before Skedulo I would spend 5 to 6 hours a week scheduling. Skedulo has shaved that in half. It’s given me so much time back.” ![Sunrun2trucks](https://assets.skedulo.com/assets/2021/01/FOF_Sunrun_Scott_BlogImageFull_3_1050w@2x.jpg) “It’s our policy to schedule 4 weeks out on a rolling basis and Skedulo has made that so much easier to complete each week." “On a professional level it means I can spend more time coaching, guiding, training and giving feedback to sales reps which ultimately drives performance and results.” > “On a personal level Skedulo gives me more time to do what I love, such as hiking or reading a good book. It’s taken my role closer to a 40 hour workweek which is great.” ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/faces-of-the-frontline-scrubbi/" type: "blogPost" title: "Faces of the Frontline: Ashley and Mary from Scrubbi share their Skedulo story" author: "Miles Kelly" date: "2020-11-19" description: "Meet Ashley and Mary of Scrubbi, a Vancouver-based residential cleaning service working across Canada that recently expanded into the United States." lastmod: "2020-12-03" --- # Faces of the Frontline: Ashley and Mary from Scrubbi share their Skedulo story Published November 19, 2020 · Updated December 3, 2020 · By Miles Kelly · 4 min read Scrubbi is a residential cleaning service based in Vancouver, Canada. The company provides one off, temporary and regular cleaning to homeowners in cities across Canada and has recently expanded into the United States. Ashley is the Operations Manager at [Scrubbi](https://www.scrubbi.com/) and spends her days interacting with staff, cleaners and customers, and managing bookings to ensure they align with customer requirements and cleaner availability. Mary is one of Scrubbi’s most sought after cleaners. She loves turning chaos into order and giving people a clean house to come home to at the end of the day. ## Life on the job before Skedulo Since starting with Scrubbi just over 2 years ago, both Ashley and Mary have been excited to watch the company experience rapid growth. “When I first started a couple of years ago there were 7 or 8 people in the office,” says Ashley. “Now we have 26, and 130 cleaners. Mary and I both started around the same time, so we have grown together and watched the company grow.” Ashley still remembers how scheduling was done “in the old days” (18 months ago) using spreadsheets, emails and phone calls. “Every day we would run a report with a list of upcoming appointments and check it against a spreadsheet with our cleaners’ availability." “We’d then send every cleaner an email with their schedule for the next day. They would email us back in the morning, and then before and after each job. Cleaners usually do 2 jobs a day, so that’s 5 emails every day from every cleaner — and that’s only if there were no changes.” As the booking team received emails, they would respond and record the communications in another set of spreadsheets. > “We spent a lot of time trying to make sense of it all, and were less than half the size that we are now. We could see it was never going to scale.” “When you’re putting that much effort into making everything go in a day — at the very basic level of scheduling an appointment — it’s hard to provide the level of service and support you want to. We just didn’t have time.” ## Life on the job after Skedulo Scrubbi now uses Skedulo to manage their operations including booking appointments, setting recurring appointments, keeping track of cleaners’ availability, check-ins and check-outs for each job, and routing so cleaners can get where they need to go quickly and easily. “When new staff join us I sit them down and say, ‘Learn Skedulo because we live here!’. It’s our bible; we spend our whole day looking at it and monitoring it." “Even though we have a bigger team now, we have far more appointments which is something we never could have managed without Skedulo. It also makes it easier to facilitate conversations with clients quickly when they have requests or changes. And it’s definitely improved inter-departmental relations between operations and booking.” > “With Skedulo we can see the swim length so it’s clear what times are available, when our cleaners are available, and what days we have everything locked in. It’s much more harmonious for everyone.” As efficiency has improved, so have customer ratings — with staff freed up to focus on the needs of cleaners and customers. “Skedulo gave us the space to communicate better all round. We now have a Care Department and a Reviews Department who can focus on supporting our people which leads to higher satisfaction." “We can track results too, which was near impossible before. There were so many unknowns with the old system. Now we’re tracking things that didn’t even occur to us to track.” > “Skedulo is like having 10 more people working for us.” Skedulo has also made life easier for Mary and other cleaners, who can now view everything in real time on the Skedulo app — including changes or last-minute customer requests which used to require more emails and panic phone calls. “Everything is so much better with Skedulo,” says Mary. “I have everything in advance so I can plan and personalize for each client. I like to be prepared so I’m always using the app to look ahead." “I used to spend a lot of time getting to and managing appointments, which now takes less time with Skedulo. I check in, check off my tasks, and check out. If I need to, I can also make notes which help us in the future.” > “Skedulo is quick and accurate and allows me to be even more efficient every day.” ## I can switch off from work, sleep better, and plan time with family One of the greatest advantages of Skedulo is the time it gives back to employees who have previously struggled under the weight of inefficient systems. For Mary, Skedulo means she can plan her time and know when she is available for her children and grandchildren. “I have a lot of kids and a big family so it’s nice to know when I will finish for the day and be available for my children.” For Ashley, Skedulo has created space in her mind that was previously filled with worry about all the things that could go wrong. “It’s amazing to think about where we were and where we are now. The mental space it has allowed for me personally and professionally is huge." “I used to worry about the next day from the moment I left the office. Now if I’m home making dinner, I’m home making dinner. I’m not mentally living at work all the time which is a big change for me." “I also used to have nightmares about our cleaners getting lost and having to figure out where they were so we could guide them to the customer’s house! Now we have the Skedulo map, I can see exactly where they are and where they need to go.” > “I no longer have stress dreams about our cleaners getting lost in neighborhoods where every street has the same name! Skedulo’s map feature is a game changer.” ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/faces-of-the-frontline-servicemaster/" type: "blogPost" title: "Faces of the Frontline: Slavko, Stephen, and Masi from ServiceMaster share their Skedulo story" author: "Miles Kelly" date: "2020-10-21" description: "Meet Slavko, Stephen, and Masi of ServiceMaster, a cleaning, restoration, and pest control company founded in 1929 that serves the US and Canada." lastmod: "2020-10-22" --- # Faces of the Frontline: Slavko, Stephen, and Masi from ServiceMaster share their Skedulo story Published October 21, 2020 · Updated October 22, 2020 · By Miles Kelly · 4 min read Founded in 1981, ServiceMaster Clean Vancouver is a leading residential cleaning company based in Canada. They deliver a full suite of cleaning services including floor care and window and gutter cleaning to homes and residential properties. Slavko, Stephen and Masi are part of ServiceMaster Clean in Vancouver, Canada, an independent licensed business by ServiceMaster Canada. Slavko has been with the company for almost a decade and progressed from field operations to Operations Manager. Stephen is a senior crew leader and manages a field team that provides exterior cleaning services for residential and commercial customers. Masi also works in the field within the floor care, carpet and exterior division. ## Life on the job before Skedulo ServiceMaster Vancouver switched to Skedulo in 2018 after struggling with several field management systems. David Benoit, President and Owner of ServiceMaster Clean Vancouver says, “We began with a program where we’d create a daily schedule, print it out, and email a PDF to every crew member. If a schedule didn’t get sent, the crew member didn’t receive it, or there was a change, there were problems. “We then moved to a mobile app where the crew had all the job details on their phones. But it was still a static schedule so we couldn’t make changes or rely on it too much. “When we started using Salesforce we wanted something that would integrate, so tried another platform that had that functionality. It worked OK but we couldn’t get the visibility or system of record we needed back in the office.” Having started out in the field team, Slavko also remembers life at ServiceMaster before Skedulo. “We’d get emails every evening with where we needed to be the next day,” says Slavko. “It meant we could never plan our schedules, or our lives, ahead of time.” Masi and Stephen don’t remember a time without Skedulo, but both say they would have found any other system very difficult. “If I was dealing with loose pages I’d probably miss some jobs and it would take a lot of time,” says Masi. “Luckily I’ve never been there!” “A static work order would be out of my imagination,” says Stephen. “I used to work for some companies where it would be stressful waiting for the next day’s schedule to see what was going to happen and the scope of the job.” ## Life on the job after Skedulo Stephen, who was once a software engineer, loves working for ServiceMaster and using Skedulo because he enjoys having everything he needs to do great work at his fingertips. “Because of Skedulo, I know my schedule for the next 2 to 3 weeks in advance including all the notes, job details, contact numbers, and even customer expectations or special requests. I can plan for future jobs and how the team will work together, then use Skedulo to communicate with them and know they have all the information they need.” > “With Skedulo, everything is so smooth and straightforward. We can manage and plan our time properly. I have no worries and no stress about what needs to be done.” > > — Masi Masi agrees, and says Skedulo’s unique features reduce the potential for customer issues. “I love meeting new people every day, and dealing with strata and property management companies. But there are challenges, and Skedulo helps us prepare for them. “For example, we can take pictures within Skedulo which are then attached to a job report. The pictures show the job was completed to a high standard, which helps us limit the risk if customers have concerns after the job is complete. “We can also make notes about the job, and there is a section for customer facing notes and internal notes which help future crews meet customer expectations." In terms of scheduling, Slavko enjoys being able to roster crews well in advance so they know what will happen and what work is planned. “Skedulo makes our lives easier, especially mine,” says Slavko. “We are one big, friendly team and Skedulo helps us all be on the same page, support each other, and put our customers first. “It reduces time spent scheduling, and improves the quality of our customer reports. I might have 100 emails and last minute changes and so on, and I go to Skedulo and it’s just done. With our previous system, finding a customer report from 6 months ago was a real problem. Now, I can find it in seconds.” From a leadership perspective, David says Skedulo gives more control to their people, and gives everyone better visibility. Their field crew now has better insights into their day-to-day: - plan for the following day - know who they’ll be working with - see next week’s schedule - view schedules from previous weeks - plan their lives, including time off - submit leave requests > “Skedulo helps us build the culture we’re working towards: more transparency and empowerment for our people in the field.” “It’s reduced the number of touchpoints which saves so much time. Before if we had to make a change in the schedule it would have required 3 or 4 phone calls. Now we only need to speak with the client and can make the change directly in Skedulo.” ## More time for family, hobbies, and work I love to do With less time spent scheduling and more visibility across the board, ServiceMaster’s frontline workers say Skedulo contributes to their lives in many positive ways. “Because I can schedule jobs quickly, I get to focus on other parts of my job that I love,” says Slavko. “I can also be home earlier to be with family which is my favourite way to spend my spare time.” For Masi, he likes to use his extra time for volunteering and to play rugby. “My favourite thing about Skedulo is that I carry the office in my pocket. I know when I start and finish, and I can plan my life around that. It also gives me more time to respond to customers and prepare for the next day.” > “Skedulo is a game changer. It amazes me that other companies can have 60 trucks on the road and no technology to manage their people – they’re still using spreadsheets and paper work orders. It’s so much less productive.” ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/faces-of-the-frontline-solace-pediatric-home-healthcare/" type: "blogPost" title: "Faces of the Frontline: Shannon and Carina from Solace Pediatric Home Healthcare share their Skedulo story" author: "Miles Kelly" date: "2020-10-01" description: "Meet Shannon and Carina of Solace Pediatric Home Healthcare, which provides nursing and therapy services to more than 3,500 children across Colorado." lastmod: "2020-10-20" --- # Faces of the Frontline: Shannon and Carina from Solace Pediatric Home Healthcare share their Skedulo story Published October 1, 2020 · Updated October 20, 2020 · By Miles Kelly · 6 min read Based in Colorado, Solace Pediatric Home Healthcare (Solace) provides pediatric nursing and occupational, physical and speech therapy services to more than 3,500 children across the state. The company manages around 200 clinicians who deliver in-home evaluations, treatment and support to children from birth to 18 years. Shannon has worked with Solace for 12 years as a physical therapist. She is also the manager of onboarding, and helps train new clinicians while serving as a clinical mentor. Carina is a care coordinator who joined Solace 2 years ago after working in a clinic and previously as a school teacher. Carina coordinates appointments between families and therapists; helping to connect the right clinician with each child. ## Life on the job before Skedulo In her 12 years with Solace, Shannon says the company had tried many methods to match clinicians with families and schedule appointments. In the early days this included carbon copy books, which was eventually replaced by emails and spreadsheets. “Once we transitioned out of carbon copy, care coordinators would send out an email blast to clinicians when referrals came in,” says Shannon. “Clinicians often had questions about the referral, so there was a lot of emailing back and forth. “It was also tough on clinicians because referrals were allocated on a first-come-first-served basis and we depend on referrals for our income. So if you were out in the field visiting families all day, you would arrive home to a bucket load of emails and you didn’t know if all the referrals had already been picked up and you had missed out.” > “Before Skedulo, I used to have to email care coordinators all the time to make sure they didn’t forget about me when they were allocating referrals.” > > — Shannon, Physical Therapist Carina also remembers coordinating clinicians and families could get very frustrating. “I always wanted to do more, but I couldn’t. And I hate mistakes, so I would have to spend a lot of time triple checking everything to make sure it was accurate.” Managing cancellations was another significant challenge, as was deciding when to hire new people. “We had no system to capture data,” recalls Shannon. “So we would have to guess if our clinicians were fully booked and we needed to recruit more. But if we hire too fast and there are no referrals waiting, new clinicians end up with very few visits which becomes frustrating. It was difficult to find the right balance.” ## Life on the job after Skedulo Shannon and Carina both say that since implementing Skedulo, life and work has changed significantly for clinicians and coordinators. “Skedulo has improved our ability to efficiently match clinicians with families in ways we didn’t see possible before,” says Shannon. “We’ve come a long way — no more carbon copy and no more email blasts! “Skedulo has taken the weight off our shoulders because we can count on referrals coming through based on whether we’re available, our skills and the proximity of the family to other families we already see. We don’t have to email back and forth constantly, and I feel Skedulo has allowed me to manage a steady flow of clients. “It frees me up to trust our care coordinator to fill openings automatically. I worry less about how I will maintain a caseload and trust that it will happen. I no longer need to send personal emails to care coordinators all the time and remind them not to forget about me!” > “Skedulo allows me to focus on my patients because I’m not worried about getting back to my computer to check emails.” Shannon says another great aspect of Skedulo is communication between herself and families. Skedulo automatically reminds families of upcoming appointments, and lets them know when she’s on her way. Scheduling is also much more efficient which allows Solace clinicians to help more children. “I love that we can now see where we are going and how long it will take to get there. We can see more children in a day and still give quality treatment but just spend less time driving from home to home. It’s been a huge shift to be more strategic with referral locations so we can be as efficient as possible.” Carina agrees, and says she can reassure customers about the communications they will receive before their appointment which helps them feel more confident. She also believes Skedulo has given her more confidence personally, and freed her up to do other important tasks. “When we first started using Skedulo I would double check everything until I trusted the new way of working. Now I know I can depend on Skedulo to help me be more organized and efficient. I know I can schedule without mistakes, and I can schedule much more than I could before. For example, if I could schedule 5 appointments in a day before I can do 15 now with Skedulo.” > “I can now schedule 2 to 3 times as many appointments as before. I had always thought ‘I want this system to do what my brain wants to do!’ And that’s what Skedulo does. I get so excited when I schedule, because I know Skedulo is there for me.” When it comes to resource planning, Shannon says data now empowers her to make informed hiring decisions. “As the manager of onboarding, I can use Skedulo to hire with more accuracy. I can find out how many visits a clinician completes in a week, and whether we have families waiting because our clinicians’ schedules are too full. We can see how to grow Solace in a smart way, and hire based on how quickly families are moving through intake. “From a training perspective, I often start with Skedulo because it’s so easy to train and learn on and new starters feel like they have a win straight away. I love that part of it.” Having implemented Skedulo well before the COVID-19 lockdown hit in early 2020, Solace staff were able to transition seamlessly to a telehealth model. “We were able to shift overnight from an in-person to 100% remote model using telemedicine,” says Shannon. “As a clinician I learned how to put caregivers in the driver’s seat to do strategies with the kids. Families embraced the new modality because they appreciated the access without exposure and felt safe. “Skedulo put us in a good position to adapt to telemedicine quickly, and we feel supported and reassured because we have these systems in place knowing that telemedicine will probably be here to stay in some shape or form.” **I can be there to pick up my kids from school on time, and I can go the extra mile for our Spanish-speaking families.** Skedulo has impacted Shannon and Carina’s personal lives in ways they could never have imagined just a couple of years ago. “I have a family with 2 kids, so Skedulo allows me to be efficient in the day so I can be there to pick up my kids from school on time. It helps me balance my office life, caseload and family life — and I spend much less time on admin tasks like emailing because I know the system just works.” > “I used to spend my personal time on the computer after the kids had gone to bed. Now I have the freedom to put my computer away. The quality of life is a huge bonus.” Carina says the extra time she gains from using Skedulo allows her to spend more time walking and hiking. “I love being outdoors, so Skedulo frees me up to be outside more. But it’s also so much more than that. I have more time to help families in other ways that are close to my heart. For example, lots of our families speak Spanish and not everyone speaks Spanish. I do, so it gives me extra time to speak with those families and go the extra mile. “Skedulo is doing what I always wanted to do but didn’t have time. I’m so excited by how many more families we can connect with. I think it’s tremendous.” > “I can do more of what I love — connecting families with clinicians so we can be there for them.” Darcie Peacock, CEO of Solace, also shares how Skedulo has helped the company grow and reduce inefficiencies (such as decreasing patient no-shows by a whopping 84%!). [See Darcie’s interview](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/). ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/fair-scheduling-for-home-health-providers/" type: "blogPost" title: "Fair Scheduling for Home Health Providers" author: "Ed Backhouse" date: "2019-05-15" description: "Fair scheduling laws are being considered around the U.S., and they pose unique challenges to home health care providers." lastmod: "2020-05-20" --- # Fair Scheduling for Home Health Providers Published May 15, 2019 · Updated May 20, 2020 · By Ed Backhouse · 5 min read A growing number of cities across the United States are considering fair scheduling laws. Fair scheduling, also known as predictive scheduling, refers to regulations that require employers to give workers advance notice of their work schedules. The primary goal is to provide employees with more stability, predictability, and input when it comes to work schedules. In Chicago, for instance, [a proposal before the City Council](https://www.chicagotribune.com/business/ct-biz-fair-workweek-ordinance-20190409-story.html) would require large employers in the city to give workers at least two weeks advance notice of their schedules and financially compensate them for any last-minute changes. As far back as 2014, other parts of the country, including Vermont, San Francisco, and New Hampshire, started enacting fair workweek or “right-to-request” laws, which protect the rights of all workers to have a say in their schedules. California has also proposed a statewide [Fair Scheduling Act](https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201520160AB357). It’s unclear how far these fair scheduling laws will stretch across the U.S., but with more and more states adopting them—including New York, Oregon, Pennsylvania, and Washington—it’s crucial for all home health providers to consider how their systems and processes would work under fair scheduling laws. ## Fair Scheduling Laws Fair scheduling regulations vary from state to state, sometimes even city to city. However, they all adhere to a similar set of rules. Fair scheduling proposals often include: - **Advance work schedules: **Employers cannot post work schedules at the last minute. Instead, they must post them well in advance, typically 7 to 14 days before the first scheduled shift. - **Extra wages for last-minute schedule changes:** In the event an employer changes the work schedule after posting, affected employees must receive additional pay. If a shift is canceled within a certain time frame of the start of the shift (i.e. 72 hours before scheduled start time), the employee may be entitled to a higher level of compensation. - **Adequate rest periods between shifts: Employers are required to provide employees with adequate rest periods between daily shifts, usually 10 to 11 hours. However, in some industries, an employee can volunteer to work during a rest period, if desired.** - **Schedules recordkeeping: It is the responsibility of employers to maintain detailed records on the work schedules they create and any changes they make to them.** While proposals vary among states and municipalities, these core elements of fair scheduling are designed to give workers more notice of when they work (and therefore, how much they will be paid) and compensate workers for last-minute changes that affect their schedule and income. ## Challenges with Predictive Scheduling for Home Healthcare The home healthcare industry is subject to many regulations and challenges. Fair scheduling, in and of itself, can exacerbate some of these existing challenges and even present new difficulties for home healthcare providers. ### Increased Financial Costs Many industries in the U.S. are experiencing pressure to increase the minimum wage offered to employees, and healthcare is no exception. [Over a dozen health systems](https://www.beckershospitalreview.com/workforce/13-hospitals-health-systems-raising-minimum-wage.html) have implemented minimum wage increases over the past 2 years, with several health organizations increasing to a $15 minimum wage in the near future. Healthcare providers face a unique challenge when it comes to increasing the minimum wage: Medicare and Medicaid reimbursements. When overhead costs like employee compensation rise, [but Medicare and Medicaid reimbursements do not](https://homehealthcarenews.com/2019/02/home-health-care-agencies-threatened-as-wages-rise-reimbursements-lag/), healthcare providers have to operate on slimmer margins, putting a financial strain on the organization. When fair scheduling rules are enacted, this financial strain becomes even more acute. Home health organizations are responsible for not only higher hourly wages, but also premium wages for the last-minute schedule changes that are common in home healthcare. To offset these costs, home healthcare organizations need to find ways to schedule their caregivers more efficiently and with greater precision. This allows home health providers to see more patients in a day and provide the agency with a higher return on investment per employee. ### Decreased Scheduling Flexibility Home healthcare providers are used to last-minute schedule changes. A home health provider may need to schedule an additional visit for a patient whose condition is not improving, or they may want to reduce the number of visits for a patient who is recovering quickly. Certain predictive scheduling laws reduce the flexibility that home health agencies need to reassign home care aides and other workers to meet patients’ current needs. Home healthcare [is in high demand](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/), especially as the U.S. population ages and [technology enables more in-home healthcare](https://www.skedulo.com/blog/home-health-technology-house-calls/), making this a particularly challenging time for rules that restrict flexibility. An older patient’s health can worsen or improve without notice, an elderly patient could be admitted to a nursing home or hospital and no longer require services, or a senior can be discharged from a hospital or nursing home early and need home care—all of these unpredictable situations can affect a worker’s schedule, and therefore be affected by fair scheduling laws. Due to the nature of home healthcare, fair scheduling laws can create scheduling headaches that are not as prevalent in industries like retail or hospitality. In order to adapt, home healthcare organizations will need to [optimize scheduling](https://www.skedulo.com/blog/how-to-improve-healthcare-scheduling-salesforce/) to provide workers with advance notice of schedules, while still accommodating the real-time needs of patients. ## How Healthcare Organizations Can Prepare for Fair Scheduling Fair scheduling reinforces just how important it is for home health organizations to rely on a robust, intelligent scheduling system—not manual scheduling tools. A [strong healthcare scheduling system](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) gives you the tools to respond to ever-evolving legislation and worker expectations. In order to remain competitive and grow, home healthcare agencies must keep up with new labor laws and be prepared for the [future of home healthcare](https://www.skedulo.com/blog/why-the-healthcare-industry-needs-skedulo/). As the home healthcare industry continues to evolve, invest in a mobile workforce management solution that helps you stay agile, efficient, and competitive in the marketplace. The right tool should help you: - Share schedules with staff ahead of time - Communicate schedule changes in real-time via mobile devices - [Collect patient data from the field](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) without carrying paperwork back and forth - Streamline the patient intake process and collect important information about patient needs, preferences, and care plans up front - Manage recurring appointments, complex care schedules, and one-off appointments in the same system - Match healthcare providers to patients based on experience, patient preferences, and other factors With the right healthcare scheduling tool, home healthcare organizations can comply with fair scheduling laws more easily and provide a better experience for both patients and providers. ## The Bottom Line for Home Healthcare While fair scheduling legislation may benefit home health providers across the country, it also introduces new challenges for productivity, profitability, and flexibility. However, a mobile healthcare scheduling platform can help alleviate this burden and increase your home healthcare organization’s efficiency and quality of care. With Skedulo’s healthcare scheduling platform, managing complex home healthcare schedules has never been easier. [Request a demo today](https://www.skedulo.com/book-a-demo/) to see the Skedulo platform in action. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/faqs-for-high-capacity-vaccination-immunization-scheduling-software/" type: "blogPost" title: "FAQs for High Capacity Vaccination/Immunization Scheduling Software" author: "Chelsea Basilotta" date: "2021-01-07" description: "These are some of the common questions organizations are asking when evaluating high capacity scheduling software for COVID-19 test and vaccine administration." lastmod: "2021-01-13" --- # FAQs for High Capacity Vaccination/Immunization Scheduling Software Published January 7, 2021 · Updated January 13, 2021 · By Chelsea Basilotta · 2 min read In speaking with organizations like state and local governments and private health organizations in the last 9 months, these are some of the common questions organizations are asking when evaluating high capacity scheduling software for COVID-19 test and vaccine administration. ### Q: Is Skedulo High Capacity Scheduling mobile friendly? **A: **Yes, it is compatible with any iOS or Android mobile device and is offline capable. ### Q: Can availability and capacity be set at the individual location level? **A: **Yes, operations and admins can define and manage things like hours of operation, appointment time slots, capacity of appointments per time slot, and more, for one or multiple testing and/or vaccination locations. ### Q: Does Skedulo have the ability to manage appointments for vaccinations that require multiple doses? **A: **Yes, there are a couple options for how you can manage this with Skedulo. - An organization can ask the individual to book all of their appointments for each dose (usually 2-3) at one time and then they will receive confirmations and reminders for each appointment. - An individual can book their first vaccination appointment, and then once that appointment is complete, they will receive a reminder to book their next dosage appointment. **See if high capacity scheduling is a good fit for your organization** ### Q: Is any part of this process contactless, in order to reduce the amount of exposure for both those administering and receiving the tests or vaccinations? **A: **Yes. When an individual books their appointment(s), in their confirmation they will receive a QR code. This QR code will then be scanned, using the Skedulo Mobile App, by staff members onsite at the testing or vaccination location to conduct contactless check-in for that appointment. ### Q: Does Skedulo High Capacity Scheduling offer appointment confirmations and reminders? **A: **Yes. Skedulo’s High Capacity Scheduling solution provides appointment confirmations and reminders that can be sent via SMS and/or email. These messages can also be easily configured by operations or administrators in the same way that testing and vaccination location information can be managed. ### Q: Can you cancel or reschedule appointments? **A: **Yes. With the confirmation code that an individual receives upon booking their original appointment, they can go back to the URL where they originally booked, input their code to cancel and then rebook a new appointment day and time. ### Q: Are you able to capture patient screening information? **A:** Yes. There is an option for a configurable survey before an individual books to ensure that they are being appropriately screened in advance of scheduling a COVID-19 test or vaccine appointment. Organizations can also capture additional demographic information like gender, age, race, ethnicity, etc. If you’re evaluating systems to help you manage the high capapcity scheduling for your organization for COVID-19 testing or vaccination/immunization administration, book a demonstration today! ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/" type: "blogPost" title: "Mobile Data Collection: A Faster, Easier Way to Get the Job Done" author: "Ed Backhouse" date: "2018-04-23" description: "Collecting customer data is a huge part of any field service operation.Learn how mobile data collection improves accuracy and speed for your deskless workers." lastmod: "2021-05-13" --- # Mobile Data Collection: A Faster, Easier Way to Get the Job Done Published April 23, 2018 · Updated May 13, 2021 · By Ed Backhouse · 3 min read From service technicians to healthcare professionals to contract workers, mobile workforce management has revolutionized the customer experience for businesses with employees out in the field. Today’s customers demand a fast and painless experience—no matter where they are—and if they don’t get it from you, you can bet they’ll find someone else who can deliver. Consider customer data collection. Your business revolves around collecting signatures, approvals, surveys, customer feedback, and other info out in the field. You can’t function without it, but you’re probably spending way too much time gathering it. There’s an easier way: mobile data collection. ## The Problem(s) with Manual Data Collection If you were a data collector in England in the late 1080s, you probably would have wished for a different career path. That was when William the Conqueror conducted the “[Great Survey](https://www.historyextra.com/period/norman/domesday-book-guide-facts-dates/),” sending representatives of the crown to every home in the country to learn who lived where, who owned what, and how much they should be taxed on it. Imagine the paperwork. Imagine the error rate. Imagine the sheer amount of time it would take to amass the necessary information. While the Great Survey might be an extreme example of data collection, more recent practices aren’t much better, especially for companies with a mobile workforce. Manual data collection requires the deskless worker to go through several unnecessary steps, costing your business time and money:: 1. The deskless worker brings a big stack of forms with them to every job site. 1. The customer fills out the necessary form (often after the appointment is done, while the mobile worker waits around). 1. The mobile worker takes the form back to the office. 1. Someone in the office enters the information on the form into the system. 1. If something is missed, the deskless worker has to make a special trip back to the customer’s location to fix the error or collect more information. 1. Rinse and repeat. Think about all the ways manual data collection can go wrong:the paperwork gets lost in transit, the customer missed an important field on the form, there’s an error in the transcription process. Even if everything goes exactly according to plan, you’re still wasting time and making the work more difficult for mobile employees and, most importantly, you’re not getting the most value out of your employees—their skills and time to serve more of your customers. It’s time to get rid of the challenges that come with manual data entry and manual scheduling. It’s time to go mobile! ## Mobile Data Collection Benefits Your Business and Your Employees Intelligent mobile workforce management systems reinvent the way your business functions. They provide your field workers with the tools they need to [get their job done quickly](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), increase productivity, and decrease costly errors—including tools for data collection. The benefits of manual data collection include: ### Reduced Paper Waste Mobile data collection allows you to use less paper, which helps the environment, reduces waste, [saves your company money](https://www.huffingtonpost.com/david-wither/how-going-green-can-save-_b_10287006.html), and boosts your image as an ecologically sustainable company. ### Streamlined, Real-Time Updates When all your data is stored in the cloud, it’s easier than ever to make changes or updates in real-time, ensuring everyone on your team has the most current information (regardless of where they are). This benefit goes both ways — mobile workers are more connected to each other and [more productive](https://www.skedulo.com/blog/the-history-of-deskless-productivity/), and Operations staff have [better visibility](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) into the workforce. ### Improved Customer and Employee Experience No one loves filling out mountains of paperwork, and requiring your employees to do so might be negatively impacting their experience. With mobile data collection, the process moves quickly and mobile workers aren’t burdened with time-consuming, tedious tasks. Instead of presenting the customer with paper and a pen, you’re having a conversation: asking questions, getting answers, and [building a relationship](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) between the customer and your company. ### Increased Safety and Security Computers break. Files get lost. Paper gets damaged. By storing your information in the cloud, you’re ensuring that no matter what happens, you will always have access to your customer data. ## Improving Workforce Operations with Mobile Data Collection Mobile data collection makes your team and business more effective. Effective teams and businesses earn more money and create happier customers. And because [80% of the workforce](http://desklessworkforce2018.com/) is already deskless, failing to provide the proper tools for better support in the field could put your business at a disadvantage to competitors. The time is now to implement new technology that sets your deskless workers up for success! **Learn more about how the right mobile tools can be used to [improve workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) for more efficient operations.** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/feedback-matters-how-our-customer-advisory-board-makes-us-better/" type: "blogPost" title: "Feedback matters: How our Customer Advisory Board makes us better" author: "Ed Backhouse" date: "2020-02-26" description: "Most of us appreciate the purpose of a good board of directors: a group of people come together to make decisions about what’s in the best interests of a company and its shareholders. The people who sit on the board are often experts in their field, and offer valuable insights to help the company a…" lastmod: "2020-05-20" --- # Feedback matters: How our Customer Advisory Board makes us better Published February 26, 2020 · Updated May 20, 2020 · By Ed Backhouse · 3 min read Most of us appreciate the purpose of a good board of directors: a group of people come together to make decisions about what’s in the best interests of a company and its shareholders. The people who sit on the board are often experts in their field, and offer valuable insights to help the company achieve its vision and mission. But what would it look like if you applied this same thinking to an advisory board, whose sole purpose was to discuss improvements to your product and your customers’ experience of it? Most importantly, [who would you ask](https://www.inc.com/marissa-levin/5-strategies-to-attract-onboard-right-advisory-board-members.html) to be on the board? In 2018, this novel idea became a reality for us when we launched the Skedulo Customer Advisory Board. Our goal was simple: bring together experts in Skedulo for the sole purpose of making it better. Who did we consider experts? Our customers — and more specifically, the people in those organisations who _use _[our product](https://www.skedulo.com/learn/mwm-overview/) every day. ## Goals of Skedulo’s Customer Advisory Board Since 2018, our Customer Advisory Board has evolved to become an important part of our business. We meet multiple times each year (virtually and in person), and spend hours discussing: - our customers’ experience with us - product functionality and usability - what works well - challenges and solutions - practical improvements The board comprises a select cross-section of customers across different geographies, use cases, company sizes, and industries. This allows us to see Skedulo through various lenses, and understand how current and future functions add value to our users. ## How the Board Is Evolving We’ve found that customers who join the board most enjoy our in-person events, because they’re a great opportunity to network and share ideas with like-minded thought leaders. We also use in-person events to share product plans and updates, and give customers a “first look” and opportunity to provide feedback on features and concepts. This is why we have decided to ramp up the number of in-person events and add new members — kicking off with a half-day “Customer Gathering” in March with our customers in the APAC region the day before the Salesforce World Tour event in Sydney. The 4-hour session will include small working groups, presentations on product features and plans, demonstrations, and a dinner. It’s a larger, more collaborative experience for us and our customers. It helps us grow our customer community, while providing valuable networking opportunities with a higher degree of interaction. Later this year we will run another event in the USA, and plans are also underway for an event in the UK and other cities where we have a diverse customer base. ## A Culture of Continual Improvement The Customer Advisory Board is just one way we seek feedback from customers and adhere to our values: _Customer love _and _Striving for continual improvement._ Our customers always have access to their personal Customer Success Manager, who collates and reports feedback to relevant business areas in real time. They also complete intense customer health checks twice a year to explain new features and best practices, and proactively seek feedback. This process is complemented by a variety of other continual improvement measures, including: - tech support surveys - project surveys - onboarding surveys - sales win/loss interviews We also shadow end users of Skedulo while “[on the job.](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/)” This allows us to see how people use the web and [mobile app](https://www.skedulo.com/product/mobile/) in the field, and pinpoint opportunities to enhance user experience. Currently, feedback and improvements result in an average update to Skedulo every 2 weeks — with each update offering a more seamless platform for our customers to manage their mobile workforce. We believe customer feedback is vital, and we’re excited to watch our Customer Advisory Board and other similar initiatives evolve as we settle into 2020. To find out more about us, or how to get Skedulo up and running in your organisation,[ book a demo](https://www.skedulo.com/book-a-demo/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… --- --- url: "https://www.skedulo.com/blog/field-sales-software-buyers-guide/" type: "blogPost" title: "Field Sales Software Buyer’s Guide" author: "Laura Przybek" date: "2023-11-27" description: "Buying field sales software is a big decision. Make the right call by weighing your business goals, your sales reps' needs, and a few must-have features." lastmod: "2024-04-28" --- # Field Sales Software Buyer’s Guide Published November 27, 2023 · Updated April 28, 2024 · By Laura Przybek · 11 min read Choosing the right software for your field sales team is a major decision. It needs to be a platform that sales reps will actually use—and it needs to work well for managers, schedulers, and IT teams, too. Read on to learn more about the buying process for field sales software. **Table of contents:** 1. Field sales software: the basics 1. Before the search: key factors to discuss 1. Define ideal sales process and business goals 1. Identify the sales reports and data you need 1. Create a list of stakeholders (users, licenses, support staff) 1. Document other software and systems related to field sales 1. List software requirements 1. Set a budget and discuss ROI expectations 1. Feature checklist for field sales management software 1. During the search: questions to ask a software provider 1. How Skedulo can improve field sales operations ## Field sales software: the basics Field sales, aka outside sales, is the practice of selling a product or service directly to potential customers in the field. Field sales may occur on-site with customers, at trade shows, seminars, networking events, or other industry events. [More than 55%](https://www.people.ai/blog/inside-sales-vs-outside-sales) of salespeople are in outside sales roles, and they can be found in nearly every industry: software, medical supplies and services, internet installation, marketing and advertising, real estate development, industrial equipment, and many others. The outside sales approach is particularly valuable when the product or service benefits from a live, physical demo, or when the sale requires a high degree of trust and buy-in from many stakeholders. Face-to-face interaction is still at the heart of field sales—but advanced software and [sales enablement](https://www.gartner.com/en/sales/topics/sales-enablement) can make a big difference. Field sales software is the technology used to manage, assist, and empower field sales teams. Sales reps can use field sales management software to brush up on customer details, record sales notes, communicate with colleagues, and get the best route to the next appointment. Managers can track sales reps’ performance using data analysis and reports, while schedulers can use the software to optimize team schedules and share real-time updates. Field sales operations rely on customer relationship management (CRM) software to manage customer information, communication, and visit history. For most companies, the field sales platform integrates with the CRM of choice, allowing field sales reps to read up on the customer to prepare for upcoming meetings. After an interaction with a prospect, the sales rep can record visit notes in the field sales mobile app, which syncs directly to the CRM. Purchasing field sales software is a big decision that affects many different teams. Evaluate your options carefully, and use the information below to guide your decision-making process. ## Before the search: key factors to discuss What you do _before_ the search can make all the difference. Take some time to consider your business—who you employ, what you sell, and what makes your company unique—before you dive into the search process. Consider the unique needs of your industry, your product(s), your customers, your geographic market, and the growth trajectory ahead. Before the search begins, take a few important steps: ### Define ideal sales process and business goals It may seem simple, but defining your goals is perhaps the most important pre-search step you can take. First, **map out the sales process** in its ideal state. Answer the following questions: How long should the process take? How many “touches” should the process require? What sales enablement material would it need? How should sales reps be assigned to leads? You can consider current limitations, but try to focus on the best, most _ideal_ version of the sales process. The gap between your current process and the ideal version is where technology and process improvements will come in. Next, **define your business goals **in the clearest possible terms. These goals should align with big-picture operational objectives for your outside sales team, such as: - Eliminate redundant tasks and paper-based processes - Equip sales reps with accurate, up-to-date data in the field - Harness sales data to analyze profitability, customer satisfaction, and regional trends over time - Improve managers’ visibility into day-to-day operations - Improve the accuracy, consistency, and speed of sales reports - Improve the quality of customer interactions - Improve win rate for field sales reps - Increase the frequency of interactions with sales prospects - Increase the [utilization of field sales reps](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) - Reduce the amount of time spent on sales reports and data entry - Standardize the data collected and submitted by field sales reps - Standardize the sales workflow and follow-up process When possible, try to create goals that are [SMART](https://blog.hubspot.com/marketing/how-to-write-a-smart-goal-template): specific, measurable, attainable, relevant, and time-bound. For example, in order to achieve a goal like improving the [productivity of sales reps](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/), break down the goals into measurable components. Better productivity may actually depend on increasing win rate, increasing the average appointments per day, and/or decreasing travel time. Here is an example of a big-picture operational goal and relevant SMART goals: #### **Operational Goal:** Increase the frequency of interactions with sales prospects #### **SMART Goals:** Improve the completion of follow-up visits by [%] by [DATE] Increase the average number of visits per day by [#] by [DATE] Increase the utilization of skilled sales reps by [%] by [DATE] Reduce the time reps spend on data entry by [%] by [DATE] Reduce the time to schedule appointments by [%] by [DATE] Reduce travel time by [%] by [DATE] ### Identify the sales reports and data you need Analyzing sales data is a huge part of understanding and improving field operations. Field sales software should help leaders understand trends in profitability, win rate, travel time, and other data points. Compile a list of field sales reports that your managers will need. For starters, it is always helpful to know the top customers by sales revenue, top products, and top sales reps in each region and product line. Beyond these top-level reports, consider other data points that help managers track progress toward business goals. Based on the goal of increasing visit frequency, consider the sales reports listed below: - Average travel time by team and individual - Average visit frequency per customer - Canceled and rescheduled appointments - Top customers by sales revenue (lifetime and current revenue) - Top products by customer, region, or cohort - Top sales reps by revenue, close rate, product type, etc. - Utilization rates by team and individual Sales reports are only as useful as the data points they rely on. Identify the [most important KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) that will signal progress—or lack thereof—toward reaching your stated goals. You can expect a field sales tool to deliver KPIs like win rate, revenue, and visits completed per day/week. Using the example goal from above, here are some additional relevant KPIs: - Appointments completed per day, per week - Average visit length - Cancellation rate - Schedule adherence - Time spent on data entry - Time to schedule - Travel time - Utilization rate Your field sales platform of choice will need to measure your top KPIs directly, or easily integrate with another tool that does. The platform should also have dashboards and recurring reports to report on these KPIs on a regular basis. ### Consult Stakeholders Bring together the various groups of people who will be involved in the purchase, implementation, and usage of the software. This includes users of the software, like field sales reps, managers, schedulers, and customer support teams, as well as IT and technical support teams. This is a great opportunity to discuss what each group needs from the software _before_ the decision is made. Collect feedback from users to understand: - **What field reps need **from the mobile app, CRM integration, communication, and data collection features - **What managers need** from the desktop interface, data analytics, and performance management tools - **What schedulers need** from the scheduling, job matching, and communication features - **What customer support teams need** from the CRM integration, visit notes, and scheduling features - **What IT and tech support teams need** from the security, privacy, data retention, and permissions infrastructure When possible, also consider feedback from customers. Feedback shared after visits, in NPS surveys, and through other channels helps identify gaps that software can fill. ### Document other software and systems in place A successful field sales operation relies on several different systems working well together. Consider the following pieces of the tech stack: - **Field sales CRM** is the database for customer info, including communication and visit history - [**Enterprise resource planning (ERP)**](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) systems bring together several tools (supply chain management, capacity planning, finance, etc.) for a holistic view of the business - **Sales training and sales enablement** tools provide advanced training, learning modules, and resources to improve sales skills - **Finance and accounting** tools govern employee payroll, staff time tracking, customer invoices, and generating quotes for services Take inventory of the systems currently in use, and discuss how their use would change with the introduction of field sales software. New field sales software will need to integrate with or complement the existing pieces of software that stay. If the new field sales platform will replace a certain tool, discuss the plan to sunset the old tool by a certain date. ### Finalize the list of software requirements With all of the information you’ve collected, you can create a comprehensive list of software requirements. Using your business goals, process map, and conversations with stakeholders, document the following requirements: - **Compliance requirements** - relevant data security, retention, and privacy standards - **Reliability requirements** - service level agreements (SLAs) and performance expectations - **Integration requirements - **the integrations with other tools that must be present and functional - **Feature requirements - **the software features that are necessary to meet business goals List the requirements in each area to ensure you are prepared to evaluate software options. For example, based on a goal of increasing appointment volume, here is a sample list of necessary features: - _Automated tasks: _use automated reminders to decrease no-shows and use automatic route planning to decrease travel time - _Job matching: _use proximity-based job matching to reduce travel time between appointments, and assign the right number of jobs to each rep - _Mobile app with CRM integration: _give reps access to customer data and the ability to log visit notes using a mobile app - _[Scheduling tools](https://www.skedulo.com/blog/outside-sales/): _quickly respond to initial requests, book the right number of visits, and account for travel time when setting appointments ### Set a budget and discuss ROI expectations Finally, consider how much you are willing to invest in your [field sales team](https://www.skedulo.com/blog/strategies-for-managing-a-field-sales-team/). The monthly or annual subscription cost of a platform is a good place to start—but it’s not the full story. The short-term question is whether or not you can afford the subscription cost. However, the long-term question is whether the benefits of the software will significantly outweigh the subscription cost over time. There are a few ways to think through long-term ROI: - **What is the cost of your challenge(s)?** Can you quantify the cost of inefficiency or underutilization in the field sales team? What is the cost of leaving the issue(s) unaddressed? - **What are the key results you want the software to help you achieve? **How much revenue could you gain by achieving those key results? What is the likelihood of achieving those results? - **Does the expected revenue gain outweigh subscription cost? **How does the revenue you could gain compare to the cost you pay for the software? How long will it take to “break even” on the investment? Implementing new software and training staff to use it costs significant time and money—but that expense should always be weighed against the potential gains from the software. If the field sales software helps achieve key goals, like reducing travel time and improving on-time arrivals, it will have a noticeable impact on revenue. Keep in mind, with a great provider, the software will also improve over time. The provider will introduce new AI-enhanced tools, mobile app updates, omni-channel communication tools, and hybrid workforce management features. These product enhancements will accelerate ROI well after the time of purchase. ## Feature checklist for field sales management software Choosing the right platform will depend on the needs of employees, the expectations of customers, and the goals of a business. With those considerations in mind, look for the following features in field sales software: - **USER-FRIENDLY MOBILE APP. **The interface should be built with field sales reps in mind. - **AUTOMATION TOOLS. **There should be tools to simplify recurring tasks, like sending appointment reminders or quotes for newly purchased services. - **CUSTOM FORMS AND WORKFLOWS. **Managers should be able to customize workflows and create branded, custom forms for needs of the business. - **REPORTING AND DASHBOARDS. **Managers should be able to review KPIs per individual, per sales team, and over time - **INTEGRATIONS WITH KEY SYSTEMS. **The software should integrate with other systems required for day-to-day work, like the CRM, finance, and enterprise resource planning (ERP) tools. - **INTERNAL COMMUNICATION TOOLS. **The main office should be able to share cancellations, new leads, and other time-sensitive updates with reps in the field. - **CUSTOMER COMMUNICATION TOOLS. **The tool should make it easy to generate estimates, send invoices, and sign documents on the spot. - **DATA CAPTURE FROM IN-PERSON INTERACTIONS. **The platform should give outside sales reps an easy way to log notes, outcomes, and next steps from each sales visit. - **SECURE AND ROLE-BASED DATA ACCESS. **Data collected in the field should be stored securely and made available to other team members based on permission structures. - **SMART SCHEDULING AND DISPATCHING. **It should be easy to assign the right rep for the prospect based on skill, proximity, preference, or other factors. - **ROUTE OPTIMIZATION AND GPS TRACKING. **The platform provides automatic route planning to instantly display the best route to the rep’s next appointment. - **OFFLINE ACCESS. **Field salespeople should be able to access key customer data, forms, and other tools without network connectivity. ## During the search: questions to ask a software provider For field sales companies, this is the moment when the tables are turned: it’s time to be the buyer who _asks_ all the questions, rather than the seller who answers them. Luckily, that sales experience comes in handy, no matter which side of the table you’re on. Be prepared to ask questions to ensure the software meets all of the key requirements you identified. Some questions may be answered in product documentation or conversations with a sales rep—but if not, or you’re unsure, go ahead and ask. | Topic | Questions to ask | | --- | --- | | Features | Does the platform include all of the key features on your checklist? Do the features fully meet your business needs, as identified before the search Did the interactive demo adequately address your use case and top issues? | | Implementation | What is the setup fee? How long does implementation usually take? What is a comparable implementation timeframe for our specific use case? This should be based on advanced features, integrations, and expected number of users What will be required of our team during implementation? What specific tasks would we handle? What is the approximate amount of staff time required to execute these tasks? | | Cost | What is the monthly or annual cost? Are there discounts for paying annually? If the cost is based on the number of licenses, what is the cost per user? Are there additional costs associated with any advanced features? Are there additional costs associated with data storage, mobile data usage, integrations, or number of transactions? What are the hardware requirements for phones and tablets to run this software? | | Integrations | What integrations are available? How do available integrations align with the desired tech stack? What integrations are in the works for the future? Are integration specialists available to help troubleshoot integration issues? | | Analytics and Reporting | What reports and dashboards are available out of the box? What KPIs are included out of the box? Can you create and measure custom KPIs? Can you export data from the platform to other data analysis tools? Are data analytics specialists available to help create and troubleshoot reports? | | Data, Security and Compliance | What are your data collection policies? What are your data security standards? Is the platform compliant with GDPR and ISO 27001:2013? If the company sells healthcare services, is the platform HIPAA-compliant? | | Development Capabilities | What Service Level Agreements (SLAs) are in place? What are the expectations for uptime? How quickly are bugs resolved? What is the size of the development team assigned to this platform? What is the quality and quantity of software documentation? What priorities are on your software roadmap? When is your next major release? What advanced features can we expect in the future? | | Customer Service | Would we be assigned an account manager or customer success team? What is the expected availability of our support team after purchase? What does the training and onboarding program look like? | ## How Skedulo can improve field sales operations Field sales is a unique discipline that requires excellent people skills, significant travel time, and effective scheduling of field reps. Without the right technology to keep everyone together, communication and efficiency will suffer. Skedulo is a mobile app and scheduling platform that helps field sales operations run smoothly. The [Skedulo Pulse Platform](https://www.skedulo.com/platform/) offers route optimization, smart scheduling, job matching, easy note-taking, offline access, and much more. With Skedulo, sales teams can communicate better, improve customer interactions, and track key data points to improve field sales operations. [See how Common used Skedulo](https://www.skedulo.com/customers/common-case-study/) to schedule 37% more appointments and reduce the time to schedule by 94%. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/field-service-automation/" type: "blogPost" title: "Field Service Automation: 5 Practical Applications" author: "Nathan Schubert" date: "2026-01-04" description: "Field service automation increases productivity by equipping workers with the right resources wherever they are, and grows the revenue businesses need to scale." lastmod: "2026-05-12" --- # Field Service Automation: 5 Practical Applications Published January 4, 2026 · Updated May 12, 2026 · By Nathan Schubert · 6 min read In the next three years, as many as 49% of workers will leave field service to pursue other opportunities. Why? Per the [Service Council’s 2024 survey](https://servicecouncil.com/reports/2024-voice-of-the-field-service-engineer-the-trend-the-surprise-and-the-red-flag/), they have difficulty engaging and advancing in their careers. They report their least favorite parts of the job are wading through admin work, hunting for information, and keeping up with process changes. These slowdowns keep them from the work they enjoy most: solving customer problems, completing the job itself, and learning about new tools, techniques, and technology. [Field service automation](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/) is the use of technology, data, and centralized systems to streamline or even eliminate certain administrative tasks within field service operations. When done thoughtfully and with the right technology, automation gives field workers more time for the most fulfilling aspects of their job, improving job satisfaction and productivity. [Field service management platforms](https://www.skedulo.com/learn/frontline-worker-software/) empower skilled workers to be more prepared and engaged in their jobs, and thus more likely to delight customers with excellent service and high first-time fixes. Field service automation [improves utilization](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) and efficiency, which grows the revenue base that top-performing field services providers need to scale. Let’s look at five practical applications that [deliver the benefits](https://www.skedulo.com/blog/field-service-automation-advantages/) of field service automation to employees, customers, and the bottom line. ## 1. Scheduling optimization Automated scheduling coordinates customer needs, job details, employee qualifications, workforce availability, and other data points—sorting in seconds what takes hours or even days to plan with spreadsheets or paper. Integrations with HR, CRM, and ERP software bring together all the data points needed for effective field service scheduling. Schedule optimization software helps field service companies: - **Coordinate complex field work - **Smart scheduling technology handles the [complexity of field service scheduling](https://www.skedulo.com/resources/managing-complex-field-service-work/) with agility and significantly reduces administrative workload. From a single view, it can organize [sequential or multi-stage jobs](https://www.skedulo.com/resources/managing-complex-field-service-work/), assignments that require workers with specific credentials or expertise, unique scheduling requirements, team-based work, and collaboration with other vendors. - **Schedule for business needs - **Each field service provider has specific business objectives, workforce constraints, customer preferences, and geographic footprint that influence scheduling. With smart scheduling optimization, field service providers set custom parameters and settings for the scheduling engine to follow as it matches workers to jobs. Based on the recommendations and results, tweak as necessary to achieve the desired business outcomes. - **Adapt to changing conditions in the field - **Change is constant in the field: in [a survey of Skedulo customers](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/), almost all respondents (86%) say they have to modify their schedule at least occasionally, and more than one-third (37%) have to change it “very frequently or all the time.” Smart scheduling software is better equipped to handle real-time changes than traditional scheduling methods. Dynamic, real-time assistance from AI finds the best scheduling fit under the (new) circumstances and speeds up the company’s response to last-minute changes and delays. With automated scheduling, field service workers engage more effectively in their work. Better job matching enables field technicians to be more [productive](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/), delivering the attentive service and first-time fixes that customers expect. | KEY BENEFITS OF AUTOMATED SCHEDULING Schedule adherence improves, punctuality improves, and downtime decreases Customer experience, satisfaction, and retention improve Jobs are matched more accurately to skilled, available technicians Field workers are more productive, engaged, and satisfied in their work | | --- | ## 2. Status updates from workers in the field Field service automation software saves time by keeping field workers, dispatchers, and customers informed during the service workflow. Consider these simple but powerful ways that automation simplifies everyday communication: - When there is a significant delay or change, automatically send the technician’s updated ETA to the customer - Remind customers about an upcoming appointment a certain amount of time beforehand - If a customer requests to cancel or reschedule a job, automatically notify the assigned technician to avoid unnecessary travel - Automatically send estimates, bills, job summaries, and other documents to the customer ASAP - Reschedule jobs to the next available time slot that meets the job criteria - Notify worker(s) and customers of revised appointment times Field service automation’s [real-time, responsive communication](https://www.skedulo.com/blog/field-service-management-best-practices/) benefits everyone. It keeps workers safer on the road by reducing the need for texts or calls in transit, and [customizable, automatic safety check-ins](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) keep supervisors informed of workers’ location and progress. It also minimizes customer disruptions by proactively informing them about the status of their job requests, service history, and upcoming appointments. | KEY BENEFITS Better internal coordination Better customer communication Improved worker safety in transit and on-site Reduced downtime for updating the home office on location, progress, or other needs Reduced unnecessary travel time | | --- | ## 3. Troubleshooting workflows Without timely support and reliable workflows, complex field work can slow down even the most experienced technician. Not only is it frustrating to stop to hunt for information, it negatively impacts customer and end user experience. For example, when a regional clinic’s MRI needs service, the technician must be able to promptly identify and repair the problem without further delaying patient diagnostic services. Field service automation centralizes resources like manuals and established troubleshooting workflows so that technicians can spend as much time as possible delivering excellent service. It can curate these workflows based on specific job details, like equipment models, service history, work order, or customer-specific insights from CRM. Field workers can access this information immediately [through a user-friendly mobile app](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), and they can chat directly with supervisors or colleagues as questions arise. When they know they have [reliable, accessible](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) troubleshooting resources at hand, field workers arrive confident and prepared. They pass this confidence on to their customers with higher first-time fix rates and improved productivity. And field workers say when they’re well-equipped with FSM technology, they’re [more likely](https://www.skedulo.com/learn/deskless-workers/) to be satisfied in their roles and stay with their employer long-term. | KEY BENEFITS Improved employee engagement, performance, and retention Higher first-time fix rates Higher wrench time Greater customer experience and satisfaction | | --- | ## 4. Route planning Field service automation can also [generate the best possible route](https://www.skedulo.com/blog/routing-scheduling-software/) between field service appointments based on job details, scheduling requirements, and real-time weather and traffic data. This decreases windshield time, increases worker utilization, and improves worker safety. It also improves on-time arrivals, which has a positive impact on customer satisfaction. But it also has major benefits at scale: AI-assisted route optimization [can double fuel cost savings](https://www.verizon.com/about/news/verizon-connect-report-fleet-tech), and increased staff efficiency drives up service capacity and revenue growth potential. | KEY BENEFITS Improved safety in transit Faster time to job site, less downtime between jobs Greater workforce utilization Reduced fuel costs | | --- | ## 5. System and equipment monitoring Remote monitoring is a significant responsibility for many field service providers, particularly as they move to more [proactive service models](https://fieldservicenews.com/featured/how-to-boost-service-revenue-with-proactive-field-service-models/). Whether it’s managing large [system maintenance](https://www.skedulo.com/learn/preventive-maintenance/) or tracking individual wearable devices, field service automation integrates IOT-connected tools and other monitoring data to flag concerning trends in equipment performance. Automated monitoring in the field improves safety by escalating urgent or dangerous conditions to the immediate attention of appropriate response teams and technicians. The remote monitoring capabilities of field service automation not only ensure the safe and sustainable performance of systems and equipment, but they also nurture profitable, long-term customer relationships and referrals by fulfilling proactive service model contracts with timely maintenance. In [the healthcare context](https://www.skedulo.com/learn/future-healthcare/), remote monitoring can even save lives, triggering the attention of providers to a patient’s condition and securely updating EHR with medical data generated by wearable devices. | KEY BENEFITS Better performance and longevity of key systems and equipment Improved customer satisfaction and patient care Greater fulfillment of proactive service model contracts Long-term customer relationships and increased referrals | | --- | ## Secure the future of your workforce with field service automation software There’s a shortage of available talent in field service. Can you afford to lose even more of your mobile workforce by 2028? Field service automation software retains top talent by relieving their biggest pain points and empowering them to do what they’re best at: delivering excellent service to customers. [Digitally driven field service teams](https://www.skedulo.com/learn/ai-agents/) are more productive, engaged, and experienced—and as a result, their employers are among the most competitive and profitable in their fields. Skedulo is a smart scheduling platform with intelligent automations built for field service. Skedulo is customizable and extendable to meet the needs of your services, workforce, customers, and business goals. Integrations with Salesforce, ServiceNow, Zendesk, and many others help create a seamless, user-friendly field service workflow. Skedulo offers automated job matching, schedule creation, schedule optimization, and communication features that help field service providers stay competitive. Skedulo customers using the optimization engine reported a 17% reduction in travel time and 64% increase in jobs scheduled and completed, [according to a 2023 survey](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/). [**Book a demo today**](https://www.skedulo.com/book-a-demo/) to see how Skedulo can automate time-consuming steps in your field service workflow and unlock new growth. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-automation-advantages/" type: "blogPost" title: "10 Operational Advantages of Field Service Automation" author: "Craig Panigiris" date: "2022-07-19" description: "Field service automation drives operational efficiency, productivity, and performance. Learn how the right solution can benefit your field service business" lastmod: "2022-08-16" --- # 10 Operational Advantages of Field Service Automation Published July 19, 2022 · Updated August 16, 2022 · By Craig Panigiris · 11 min read The field service landscape has greatly evolved to include organizations in nearly every industry, due in large part to the technological advances that have enabled businesses to deliver their products and services directly to their customers. The advent of these technologies have sparked digital transformation initiatives among field service companies; and those who fail to keep up will risk falling behind their competitors. IoT devices, augmented reality, and AI-driven tools all help to improve field service teams’ productivity, performance, and customer experiences. But in their rush to deploy shiny new tools and reach digital maturity, some companies have neglected to prioritize investing in technologies that support their most critical functions; especially scheduling. Inefficient scheduling practices and outdated, manual tools negatively impact the customer experience and result in wasted time, which could otherwise be spent serving more clients. In fact, they cause a variety of operational challenges that undermine a field service organization’s digital transformation strategy and overall success. Enter field service automation, which is specifically designed to eliminate the operational barriers that businesses face, including complex workforce scheduling. With field service automation, organizations can effectively execute their digital transformation strategies and optimize operations for a better employee and customer experience and greater profitability. ## What is Field Service Automation? Field service automation, often referred to as [field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/), includes all of the processes, tools, and policies that a business leverages to manage its operations. Where “traditional” field service management relied on manual methods and basic [metrics](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/)—like windshield time, and employee utilization—to carry out work and measure progress, automation leans on technology and data for success. A field service company, for example, may use automation to streamline the scheduling and dispatching process. Instead of requiring staff schedulers and dispatchers to manually create schedules using spreadsheets, online calendars, or even whiteboards, field service automation software does the heavy lifting. It automatically generates optimized schedules and matches the right worker to the right job (based on certifications, skill sets, locations, preferences, and more), which reduces human error and increases team efficiency. Field service automation is particularly attractive to organizations in the wake of the COVID-19 pandemic, as they work to overcome [new challenges](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) and keep pace with industry trends, including: - Increased customer expectations and demand - A greater focus on sustainability - Pressures to keep both employees and customers safe and healthy - A need to remain SLA-compliant - A need to balance profitability and quality of customer service ## 10 Benefits of Field Service Automation Organizations that leverage field service automation software [benefit in a variety of ways](https://www.skedulo.com/blog/roi-of-field-service-management/). The value of the right solution is grounded in powerful, robust features that solve multiple operational challenges. Here are 10 ways in which field service automation software can benefit your business: ### 1. Real-time scheduling The harsh reality that every field service organization faces is that daily schedules are ever-changing. Unlike their desk-based counterparts, who can generally cancel or reschedule a meeting without significant consequences, a field worker’s entire day can be thrown off kilter by a last-minute schedule change. Let’s say staff schedulers at an HVAC field service company rely on manual, inflexible, stagnant tools (like Excel) to schedule their technicians’ work. Each week, they spend time sorting through work orders and technician details (e.g. locations, skill sets, availability, etc.) and creating schedules that maximize field employees’ working hours. In theory, it’s an adequate process that gets each technician where they need to be, when they need to be there. But what happens when one technician calls in sick, a customer submits an emergency work order that must be prioritized, and two customers want to reschedule their appointment for a later date? The staff schedulers must scramble to readjust the schedule, wasting precious hours contacting potential substitutes, finding optimal travel routes that ensure worker efficiency, and verifying each employee is assigned fair working hours. If they don’t get it right—and fast—they risk missed appointments, frustrated employees, and, ultimately, lost revenue. Field service automation software eliminates this time-intensive, burdensome headache. It handles scheduling changes in real time, and automatically makes adjustments based on the company’s pre-established priorities, constraints, and conditions. Those unavoidable last-minute modifications don’t hinder the team’s productivity, nor do they create an operational domino effect that impacts the [customer experience](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). ### 2. Decreased Manual Tasks Manually generating schedules and reports, dispatching, [collecting field data](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), and tracking hours is exhausting, time-consuming, and costly. These outdated practices result in functional delays and errors, both of which impact [operational efficiency](https://www.skedulo.com/blog/field-service-management-best-practices/) and performance. With a field service automation solution, businesses can easily streamline workflows and processes with intelligent technology. These tools reduce manual administrative work and empower back-office and field workers to focus on higher-value initiatives, like serving customers. The right software enables staff schedulers and dispatchers to quickly create and modify schedules, optimize travel routes, and ensure optimal resource allocation. Instead of using paper forms to capture customer data, job details, and more, field workers can quickly collect information (even offline) on their mobile devices, then automatically sync that data back to the main system. Their efficiency is no longer tied down by manually filling out endless paperwork and transcribing information into a system once they return to HQ—which wastes time and increases the margin for error. Key details never fall through the cracks, and field workers [maintain their productivity](https://www.skedulo.com/blog/field-service-management-software-productivity/) without sacrificing the data that’s so valuable to the business. What’s more, field service automation solutions can automatically track hours worked and sync them back to HR and finance systems, so payroll and invoicing are always accurate and seamless. Field workers simply check in and out of job sites on their [mobile apps](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) to verify that they’ve completed a job, rather than spending precious hours filling out timesheets. ### 3. Centralized hub of information Many field service teams use several apps to access and share information, capture job details, check and update their schedules, and communicate with colleagues and customers. This creates disparate sources of truth and missing or duplicate information; often resulting in miscommunications, errors, and a lack of preparedness in the field. This also makes it harder to onboard and train new field service techs. As the current workforce ages out, they take with them foundational knowledge and expertise, and new employees must dig through various sources to access the information they need to properly perform their jobs. But with field service automation software, back-office and field workers have access to a single source of truth in one secure place. Everyone can find and share everything they need, when and where they need it, and information is updated in real time—so no one ever misses a beat. The entire team is always working from the most up-to-date information, which improves accuracy and productivity. This also enables better training and support, since workers at every experience level have all the essential documentation at their fingertips. Field workers are empowered to be well-prepared and confident to tackle any situation and provide the best customer experience possible. They maintain efficiency and safety, too, since they always have seamless access to necessary checklists, procedures, and policies. ### 4. Decreased down time Disconnected, outdated systems make it impossible for a field service organization to gain the workforce visibility required for efficient maintenance operations. A lack of real-time visibility means a lack of customer and job history, and an inadequate understanding of what’s already been done, what needs to be done and when, and who needs to do it. This causes more equipment breakdowns and failures and, thus, costly downtime. It’s a reactive approach to maintenance that hinders the company’s ability to meet customer expectations. Modern field service automation solutions eliminate the cloudiness of understanding, scheduling, and conducting maintenance tasks. They help teams gain total visibility and transparency into planning, scheduling, and overall maintenance operations and adopt a more proactive approach. The business has detailed, up-to-date records of previous inspections and job histories to ensure everything is in working order. Instead of derailing the whole team’s schedules when something does break, they have all the information they need to adequately address the problem and plan for downtime, boosting both productivity and customer satisfaction. ### 5. Improved efficiency in preventive maintenance Limited visibility, complex scheduling requirements, and inadequate tools cause operational inefficiencies that prevent field service teams from leveraging a strong [preventive maintenance](https://www.skedulo.com/learn/preventive-maintenance/) practice. They experience unexpected costs in the form of expensive equipment replacements, lost productivity, low customer satisfaction, and overtime labor. They must contend with constant break/fix scenarios that are difficult to stay on top of, as well as potentially dangerous equipment failures. Preventive maintenance software (like a CMMS, ERP, and EAM) are all part of a more efficient, optimized puzzle, but schedulers and technicians also need field service automation software to succeed. With the right solution, they gain complete workforce visibility, and tools that support multi-layered workflows and handle complex scheduling requirements. They have all their essential information—like equipment records, job histories, worker availability and skill sets, and more—in a centralized hub, so they can always get the right worker to the right job at the right time. Field service teams no longer struggle with poorly planned schedules that otherwise obstruct their preventive maintenance processes. Even unplanned changes occur, they’re able to maintain operational efficiency. Their scheduling, dispatching, and routing practices are fully optimized, so technicians can get to the next job site quickly and safely. The organization never misses a maintenance task, which helps them meet their SLAs for happier customers, safer working conditions, less downtime, and a healthier bottom line. ### 6. Greater asset and equipment management Field service organizations have myriad assets to track and manage, but without the proper tools and processes, they often struggle to maximize the value of those investments. Teams deal with poor asset life cycles because their workflows and scheduling operations don’t enable proper inspection and maintenance. With field service automation, businesses can get more value from their assets and equipment. Their scheduling process runs like a well-oiled machine, so technicians can ensure everything is always in working order. With consistent, recurring inspection and maintenance, they’re able to quickly resolve issues and replace parts instead of an entire piece of equipment, helping them save the time and money associated with larger failures. ### 7. Improved employee oversight and productivity [72% of executives](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) claim that worker productivity is negatively impacted by their existing technology. In an effort to better support their operations, many businesses have adopted single-point solutions or have cobbled together various tools—but the result leaves much to be desired. Disparate technologies limit workforce visibility and disrupt worker productivity, since they must spend a significant part of their days switching between platforms to find what they need. Supervisors can’t see what’s going on in the field and lack a fundamental understanding of their workforce operations, including availability, progress, and any obstacles to success. And they can’t fix issues in productivity or performance if they don’t know exactly what’s working and what’s not. Workers aren’t as productive as they could be because their schedules and routes aren’t fully optimized to maximize their working hours. Plus, when field workers don’t have seamless access to resources, one small issue can throw a wrench in the entire day. But when field service teams implement a field service automation solution, they gain total transparency into their entire operation. They have real-time access to worker locations and job progress, creating a safer, more productive workforce. They’re able to optimize schedules and routes based on every relevant factor (e.g. availability, skill sets, customer and job histories, etc.), so the team is able to serve more customers without sacrificing quality. ### 8. Greater inventory control Most field service teams use an [ERP system](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) to help them manage inventory, track which equipment is being used, and schedule the right jobs when equipment is available. While ERP tools enable teams to look inward and manage their internal resources, many don’t track inventory per technician. This is a real challenge, though, since supervisors need to know which technicians have which equipment, parts, and expertise to complete a particular job at the right time. If not, they struggle to meet their customer SLAs and accurately and understand and control their inventory. Field service automation software [fills this gap](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) by offering data on a per-technician, per-job basis in real time. Unlike ERP systems alone, its capabilities are robust enough to provide every single data point supervisors need to make intelligent decisions about their field service operations. ### 9. Improved customer loyalty and satisfaction To remain competitive and profitable, a field service business needs efficient operations, a [streamlined employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), and the ability to deliver great customer service in a timely manner. Systems of record (e.g. ERPs) are great for providing an authoritative data source for specific areas of the business. But field service teams also need a system of engagement to pull everything together and ensure excellent customer experiences. With intelligent field service automation, teams are up-to-date with accurate arrival times (thanks to real-time scheduling and optimized routes), so customers always know what to expect. Field workers are well-prepared with everything they need with a centralized source of truth, so they can get the job done right the first time, every time. Field service automation software is purposefully built to help teams meet customer expectations during every service delivery. By tracking detailed data (like customer invoices, receipts, and preferences), and storing that information in a single place, it allows teams to confidently complete their tasks while also focusing on customer needs. Plus, it automates the scheduling and dispatching process, so teams don’t constantly run into customer service issues, like last-minute no shows or cancellations. The result is a happier, more loyal customer base who trusts your company to meet (or even exceed) their expectations. ### 10. Increased cohesion and communication among team members Teams with high levels of engagement show [21% greater profitability](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/#522dd49b22a0) than their disengaged counterparts; but [80% of remote workers](https://www.igloosoftware.com/state-of-the-digital-workplace/) report feeling more excluded or disconnected than their in-office colleagues. With insufficient communication tools that aren’t uniquely designed to support field workers (like Slack, email, and text messages), it’s no wonder they struggle to remain connected. Some field service automation systems solve this problem by offering mobile-first tools that completely streamline communication between workers. They enable better collaboration and knowledge sharing through real-time updates, centralized alerts, and quick access to essential resources. Field workers don’t need to waste time toggling between different communication platforms, since they have everything they need to collaborate on one app in real time. This boosts their engagement, productivity, and overall performance in the field. ## Powerful Field Service Automation for a More Efficient Team A successful field service operation is one that’s backed by strong tools and processes. While the disparate, insufficient tools your team may have leveraged in an effort to [digitally transform ](https://www.skedulo.com/blog/8-field-service-management-trends/)likely fall short, intelligent field service automation software can help you achieve true operational efficiency. [Skedulo’s field service management software](https://www.skedulo.com/product/field-scheduling/) makes it easy to boost the efficiency, productivity, and effectiveness of your team. With tools for [automated scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) and dispatching, optimized routing, seamless communication, fast field data collection and analysis, and more, Skedulo can help your business overcome the operational challenges associated with field service work. Learn more about [how the right software can help you drive operational efficiency](https://www.skedulo.com/blog/what-is-field-service/) to reduce costs, boost productivity, increase customer satisfaction, and improve your bottom line, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/field-service-automation-getting-started-guide/" type: "blogPost" title: "Field Service Automation: Getting Started Guide" author: "Stanley Tollett" date: "2024-06-11" description: "Field service automations have incredible potential. Automate key tasks like scheduling and work orders to improve efficiency and worker satisfaction." lastmod: "2024-07-11" --- # Field Service Automation: Getting Started Guide Published June 11, 2024 · Updated July 11, 2024 · By Stanley Tollett · 5 min read Field service is essential to many types of work: healthcare, sales, utilities, maintenance, repair, cleaning, inspections, real estate, construction, and other B2B and B2C services. Field service automation is the use of technology, data, and centralized systems to streamline and improve field service operations. No matter the specific type of work, field service automation can make complex workflows simpler, more accurate, and more efficient. It is part of the larger [digital transformation](https://www.skedulo.com/blog/6-ways-digital-transformation-can-truly-support-your-deskless-workforce/) of field service work, and the right field service automations can increase worker satisfaction, service quality, and cost-effectiveness. Here are three areas where field service automation can make a difference: ## 1. Work order forms Digitized work order forms are a great place to start—but field service automation takes it a few steps further. Filling out a work order is a templated, recurring task that is essential to field service operations. This makes it a great candidate for automation. Try automating common tasks like the following: - **Generate a new work order **based on common triggers: new request for service, recurring or scheduled service due soon, preventive maintenance event due soon - **Close a work order** based on common triggers: job marked complete, job marked canceled without being reopened in X days, job type changed to one that requires a different work order template - **Auto-populate known data**, like staff member’s name (from login info), date (from device calendar), job type (from scheduling software), client’s name (from CRM or scheduling software), and arrival time (from GPS location data or job check-in time) When the work order is complete, automatic routing can send it to the right place [based on its status or resolution](https://www.skedulo.com/blog/field-service-management-best-practices/): completed jobs go to Billing, jobs that require another visit go to Scheduling, unresolved jobs and unique situations go to the employee’s manager. | KEY BENEFITS Reduce time spent on admin tasks Increase productivity Increase workforce utilization | | --- | ## 2. Field service scheduling Scheduling plays [an important role](https://www.skedulo.com/blog/digital-transformation-field-service/) in digital transformation. When done well, a great scheduling process combined with strategic automations can become a competitive advantage for the business. [Automated scheduling systems](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) handle common scheduling tasks according to priorities and conditions set by company leaders. In practical terms: - _Example 1:_ A solar panel repair company wants to get a qualified technician (condition) to the customer’s location as fast as possible (priority), so the system will prioritize the worker(s) with the right qualifications who can reach the job location first. - _Example 2:_ A [utility maintenance company](https://www.skedulo.com/blog/digital-transformation-in-the-energy-industry/) wants to increase follow-up consistency and revenue from their preventive maintenance programs (priority), so they establish a trigger (scheduled maintenance event less than 14 days away) for the system to automatically add the job to the field service schedule. Automated scheduling tools help create schedules, match the right worker to the job, [suggest the best route](https://www.skedulo.com/blog/routing-scheduling-software/) between jobs, and make adjustments in real-time. When a job runs late or a technician is out unexpectedly, the system can automatically adjust, reassign, or cancel scheduled jobs based on your preferences. Automated scheduling accounts for hundreds of data points at once, which reduces human error and potential bias. This allows field service schedulers and managers to create high-quality schedules more quickly. | KEY BENEFITS Decrease time to schedule Increase the speed of service delivery Increase staff utilization Improve schedule adherence Increase first-time job resolution rates | | --- | ## 3. Sharing data and photos from the jobsite Field service [depends on the mobile experience](https://www.skedulo.com/blog/field-service-mobile-solutions/). In a typical day, field service workers use their phone or tablet to carry out key tasks: - collect signatures - take pictures of the jobsite before and after - share concepts and design sketches - record follow-up appointment needs - log equipment usage These data entry, data collection, and information-sharing workflows need to be built with mobile workers and mobile devices in mind. But unfortunately, many field workers are stuck with subpar technology. [More than 60%](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent) of utility workers report their workplace technology needs to be updated, and [nearly three-quarters](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) of executives think their technology negatively affects workers’ productivity. Manual work is time-consuming and error prone, which frustrates employees and managers alike. With a more streamlined and user-friendly system, workers are better utilized and more satisfied in their work. There are several ways to use automation to simplify field data entry: - Automate reminders and prompts that nudge employees to fill out important forms, like job summaries. - Suggest or apply the right forms and workflows based on the job type. - Pull certain data points, like arrival time, to reduce manual effort. - Automatically upload photos taken on the work device (while checked in at the job location) to a secure cloud storage location. - Group forms, photos, sketches, and files by client or job type, based on company or worker preference. - When a job or client is reassigned to a new field technician, share the job notes and files with the incoming staff automatically Data entry is [more accurate and more timely](https://www.skedulo.com/blog/field-service-automation-advantages/) when supported by automation, which results in better data for decision-making. | KEY BENEFITS More accurate field service data Faster turnaround on important tasks More efficient information-sharing More prepared workers Higher quality service More satisfied employees More data-informed decision-making | | --- | ## How to implement field service automation Field service automation has incredible potential—but where to begin? First of all, **know the role of field service automation in the organization. **Consider these two scenarios: | Field service is the core business | Most of the work occurs in the field, and most staff are in the field, too. Construction firms, home healthcare agencies, companies that install and service specialty equipment may have 75% or more of their staff spend most of their day in the field with customers. Field service is central to the business, and automation can be a game-changer. Seek out large automations that affect the full workflow. | | --- | --- | | Field service supports the core business | Field service is a portion of the work, and only a small portion of staff is in the field. For example, an equipment manufacturer has a large engineering and production staff, plus a smaller sales and marketing team—some of whom do outside sales work (visit VIP prospects, conduct live demos, attend trade shows). A handful of mobile workers work in other areas: quality assurance, R&D, logistics. Field service work is a valuable part of several departments, but it is not the core of the business. Leaders should prioritize simple, time-saving automations that make a genuine difference in the field without trying to change an overarching company workflow or toolset that is not field-centric. | | --- | --- | Consider the company dynamics in play: workflows, tools, goals, processes, people, and culture that make up the organization. These dynamics will affect the scope and implementation of field service automations. At this stage, **follow implementation best practices **like clear strategy, ongoing communication, and data-driven assessments of results. Here are some practical tips for implementing field service automations: **Choose the right automations.** No matter which starting point you choose, begin with small but meaningful changes that are easy to adopt. Be ambitious, but also realistic, about what you can accomplish with automation. **Get buy-in from stakeholders. **Automations with a clear business case are more likely to get buy-in from leadership, so focus on solutions to known problems, especially those with a demonstrable effect on revenue. Ensure employees know the goals, reasons, and intended effect of automations when they are introduced. **Define the right triggers and responses. **In simple terms, a field service automation means “when X conditions are met, the system will perform Y action.” Clearly define the trigger (X conditions) and the response (Y action) when building the automation. Perform QA checks and make changes if the system is not performing the way you expect it to. **Actively manage the change. **Guide employees (and managers) through the change and check in often. Review the results, get feedback, and adjust as needed. **Build on your successes. **Identify the automations that are working well, and explore ways to do more of that. When your implementation process is streamlined and well-tested, put it to work for more advanced automations. ## Dive into field service automation Skedulo offers automated tools to improve field service operations for field workers, schedulers, and managers. Try smart scheduling, route optimization, and automated tasks via an interface built for mobile users: the [Skedulo Plus mobile app](https://www.skedulo.com/product/mobile/). On average, Skedulo customers see a 21% increase in productivity and a 28% increase in workforce visibility. [Request a demo today](https://www.skedulo.com/book-a-demo/) to see what makes Skedulo a G2 [Leader in Field Service Management](https://www.skedulo.com/customers/g2-leader/) for 21 quarters and counting. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-customer-satisfaction/" type: "blogPost" title: "How To Drive Customer Satisfaction through Effective Field Service Management" author: "Craig Panigiris" date: "2021-11-05" description: "Customer satisfaction is key to a successful field service organization. Learn how to boost operational efficiency to improve the customer experience." lastmod: "2021-11-05" --- # How To Drive Customer Satisfaction through Effective Field Service Management Published November 5, 2021 · By Craig Panigiris · 10 min read As the landscape of the field service industry evolves, so do the barriers that often prevent mobile workers from delivering superior customer service. Field workers are the face of your business. They’re your most valuable resource in the battle to gain customer happiness and loyalty, but preparing them to do so can be a difficult feat. Today’s consumers have plenty of options _and_ instant access to customer reviews—so they expect excellent customer service at every turn. Many customers are willing to switch to a competing service specifically because of bad customer service. And when they switch, they don’t go quietly, as [62% of customers](https://www.salesforce.com/form/pdf/state-of-the-connected-customer-2nd-edition/?d=7010M000000uQVWQA2) claim that they share their negative experiences with others. Ensuring customer satisfaction in the field service industry is crucial, but it’s also especially challenging. Weak scheduling and dispatching processes, communication issues, and a lack of workforce visibility result in operational inefficiencies that threaten a business’s ability to provide excellent customer service. The good news is that by optimizing these components of your field service organization (and leveraging the right tools for support), you can boost your operational efficiency, enhance the employee experience, and, ultimately, improve customer satisfaction. ## Why Customer Service Matters for Field Service [Field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/) focuses on empowering your deskless workers to do their best work. Traditional FSM relied on tools and processes for optimizing metrics like worker utilization, fix-time rates, and windshield services to measure and achieve success. This was grounded in the need to enhance employee performance for those ‘classic’ break/fix or maintenance use cases. But those tools and processes of the past are no longer enough to remain competitive in the field service industry, which has expanded to include new industries (e.g. [mobile healthcare](https://www.skedulo.com/learn/future-healthcare/), real estate, and sales), [blended workforces](https://www.skedulo.com/blog/rise-1099-mobile-workforce/), and flexible work patterns. The modern, global, and ever-changing business market has become a breeding ground for competitors, all looking to meet—or exceed—[increased customer expectations](https://www2.deloitte.com/content/dam/Deloitte/us/Documents/process-and-operations/us-cons-the-true-value-of-customer-experiences.pdf). [This shift](https://www.skedulo.com/resources/how-to-master-field-service-evolution/) has led to [a new approach to FSM](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) and the advent of modern tools that aim to better support deskless workers, who, in turn, can better serve their customers. With the field service management market value expected to reach [$5.9 billion by 2024](https://www.marketsandmarkets.com/Market-Reports/field-service-management-market-209977425.html), it’s no wonder why [72% of field service organizations](https://www.fieldtechnologiesonline.com/doc/prioritizing-top-field-service-strategic-initiatives-0001) are prioritizing improvements in customer satisfaction. That level of market growth means two things: a more competitive landscape, and more opportunities for organizations that leverage the strategies and tools required for operational efficiency. But if your field workers aren’t ready (and willing) to delight customers at every interaction, your business could be left in the dust by its [customer-centric](https://www.skedulo.com/blog/the-connection-between-customer-centric-field-service-and-revenue/) competitors. ## How to Measure or Assess Customer Satisfaction A critical component of your strategy to improve customer satisfaction should include methods for measuring its success. Here are some helpful techniques for assessing your team’s ability to provide [best-in-class experiences](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) during every customer interaction: - **Customer surveys - **By actively seeking feedback from customers, your business can demonstrate how much it values delivering an outstanding experience. Customer surveys are a great way to get an accurate pulse on whether or not mobile workers are [meeting client expectations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). Leading field service organizations have invested in improving the [digital experience](https://www.skedulo.com/events/the-next-frontier-of-digital-transformation-deskless-productivity/) for customers, with tools for instant feedback via chatbots and surveys. This helps customers to feel more engaged with and supported by your brand than, say, having to call customer service and wait on hold to speak to a representative. It also enables your team to quickly identify and resolve issues, answer questions, and continuously improve their processes in a proactive manner. You can streamline the process of collecting surveys by implementing tools that automatically prompt customers to provide their feedback once a job is completed. Be sure to use short, direct questions that are simple to answer to incentivize survey completion. And the buck shouldn’t stop there, so make sure the tool you use offers easy access to that feedback for relevant deskless workers. - **Social Listening - **[74% of millennials](https://info.microsoft.com/rs/157-GQE-382/images/EN-CNTNT-Report-DynService-2017-global-state-customer-service-en-au.pdf) say their perception of a brand improves when it’s clear that the company responds to social media inquiries. And since millennials account for [72.1 million of the US population](https://www.statista.com/statistics/797321/us-population-by-generation/) alone, that number is nothing to scoff at. It’s essential for field service companies to listen to their customer base _where_ they want to be heard. Your organization’s social media profiles hold more value than just their marketing and advertising power. They’re also an effective channel for addressing concerns, providing helpful resources, and uncovering larger operational issues. [Social listening](https://www2.deloitte.com/us/en/pages/chief-marketing-officer/articles/great-customer-care-starts-with-social-listening.html) should also extend to broader research, where you can gain key insights around customer expectations, competitors’ customer service strategies, and how you can tweak your own approach for a [competitive edge](https://www.skedulo.com/events/webinar-customer-experience-future-work/). - **Business data, stats, and reporting - **Qualitative feedback is great for evaluating customer sentiments, but you also need to evaluate customer satisfaction through hard data. These [quantitative measurements](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) help you understand how quickly your field workers actually get to customers, whether or not they get the job done right the first time, how many customers they’ve served in a given period of time, and more—all of which impact customer satisfaction. Make sure you assess metrics like response time, schedule adherence, rework percentage, and rate of repeat business to glean deep insights into how well your customers are being served. Then, use those metrics to identify any workflow inefficiencies or individual employee issues that might be affecting service delivery. For example, a high number of repeat visits may mean your deskless workers aren’t able to access the necessary information they need in the field to successfully complete the job. Armed with this knowledge, you can make updates to your process or tool set to overcome any existing barriers. Competitive field service businesses use robust technology to track and analyze this data, which might otherwise be difficult to capture, connect, and report on for meaningful improvements. Intelligent FSM tools make it easy to track data, identify inefficiencies, and streamline operations for enhanced customer satisfaction. - **Feedback from field service technicians - **There are myriad benefits to ensuring an excellent [employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), and among them is a greater willingness and desire to deliver superior customer service. In fact, when employees feel recognized, they’re [4.6 times more inclined](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/#522dd49b22a0) to perform at their best. Thus, it’s paramount for field service organizations to understand, value, and ameliorate any issues or concerns that their deskless workers may have. By regularly collecting feedback from your field service technicians, you gain a first-hand perspective of service conditions. [Mobile workers have needs](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) that are unique to their dynamic roles, so if you want them to put their best foot forward with customers, start by asking them how you can better support their day-to-day functions. [Pulse surveys](https://www.qualtrics.com/experience-management/employee/what-is-employee-pulse-survey/) can be helpful, as they’re much shorter and easier to complete than engagement surveys, and can be issued more frequently than more traditional evaluations. And when taken into account alongside broader workforce metrics, this employee-level data can paint a more accurate picture of any operational roadblocks. While a slow response time might initially raise concern over scheduling issues, for example, more granular employee feedback might point to frustrations with routing tools or an inefficient [dispatching process](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/). ## How to Improve Field Service Customer Satisfaction Your field workers’ ability to ensure [excellent customer service](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) hinges on your company’s overall level of [operational efficiency](https://www.skedulo.com/blog/achieving-operational-excellence/). Thus, to boost customer satisfaction, you must first eliminate the workflow bottlenecks and time-consuming, manual processes that prevent consistent, reliable service delivery. Field service organizations can [streamline operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) and enhance customer satisfaction by following some key best practices: ### Enable your technicians Your deskless workers face day-to-day challenges that their desk-based counterparts don’t—from time-consuming field data collection, to disjointed mobile tools, to [ever-changing schedules](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) and more. If you don’t empower them with the proper tools to [overcome these obstacles](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/), you can’t expect them to be fully prepared to deliver outstanding customer service. To better support their customer service capabilities, provide your mobile employees with tools that give them real-time, instant access to customer history, appointment details, required forms, updated schedules, and other information, regardless of where they are. That way, they can spend less time shuffling through fragmented tools to gather the information that’s pertinent to the job, and more time focusing on the customers. And, they’ll have everything they need in the field to make sure the job is completed correctly the first time, every time. As you [evaluate solutions](https://www.skedulo.com/resources/field-service-management-software-checklist/), make sure the one you choose offers real-time updates, even offline, so your deskless workers never miss a beat. You should also ensure [field data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) is as seamless as possible, so employees can capture key details without having to fill out mountains of paperwork (or enter information into a system of record when they return to the office). Some modern tools offer features for mobile data collection to make the process easier and more engaging for deskless workers and customers alike. And since [75% of consumers](https://customerthink.com/enhancing-remote-maintenance-using-visual-technology/) don’t like the idea of having field technicians in their home in the wake of the COVID-19 pandemic, make sure you invest in a tool that is capable of collecting contactless customer signatures. ### Automate scheduling and dispatching to promote operational efficiency Outdated, manual processes are time-consuming, burdensome, and error-prone, but [automated solutions](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) promise improved optimization. [Scheduling and dispatching](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) play a huge part in how you’re able to serve your customers, as they set the stage for a good or bad first impression. If you’re still using spreadsheets or other [manual tools to schedule](https://www.skedulo.com/blog/) and dispatch your field workers, you’re missing out on a clear opportunity to gain a competitive advantage. Automated scheduling and dispatching reduces human error (like double-bookings, matching a worker with the wrong skill set to a job, or miscalculating the time it will take a worker to arrive), and gives your team peace of mind that nothing is falling through the cracks. With automation technology, the situations that leave back-office workers, deskless employees, and customers frustrated and dissatisfied are no longer a concern. These tools help you find and pair the right worker to the right job, so customers are met by qualified, prepared workers every time. ### Enable real-time, proactive communication As mobile workers travel from job to job, they often face issues with communication, which can cause unnecessary stress and render them unprepared. This is particularly challenging for field workers who must rely on a variety of fragmented tools (e.g. text messages, email, phone calls, etc.) to receive and provide updates in the field. It often results in missed appointments, unhappy employees, and poorly-served customers. By providing a tool that unifies communication in a single, mobile-friendly app, field service organizations can [alleviate the issues that otherwise threaten efficiency](https://www.skedulo.com/resources/mobile-workforce-success-efficiency-flexibility-and-employee-preferences/). Look for a tool that centralizes real-time communication between mobile workers, back-office employees, and even customers. That way, no one is left in the dark about arrival times, delays, schedule changes, updated company information, and more. At the press of a button, field workers can share their status, alert a customer that they’re running behind, or quickly shift gears in the face of a last-minute schedule change. That kind of proactive communication can mean the difference between an exceptional customer experience and one that leaves them running toward your competitors. ### Promote workforce visibility For your field service company, [workforce visibility ](https://www.skedulo.com/blog/what-is-workforce-visibility/)requires accurate information about your mobile workers’ skills, certifications, and preferences, but it also means having access to real-time data—like employee locations, availability, and work in progress. It’s vital for understanding individual performance, overall customer demand, and your team’s ability to meet client expectations. But that level of transparency isn’t easy to achieve if you’re still using traditional methods to collect, update, and access information. Since 52% of field service organizations still rely on those manual, paper-based processes for data collection and maintenance, implementing powerful tools for increased visibility can help you edge out the competition. With tools that offer transparency into day-to-day operations, quality of customer service, and workflow challenges, you can better understand what you need to adjust to succeed. Intelligent solutions even help you identify and escalate potential problems (like missed appointments, delays in service, or disappointed customers), so you can intervene before they become larger issues. ## Enhance Customer Satisfaction with Modern Field Service Management Software Assessing whether or not your field workers deliver great experiences—and streamlining operations to improve those experiences—is an essential part of successful field service management. But this can be difficult if you don’t have the proper tools for support. [Skedulo’s intelligent field service management software](https://www.skedulo.com/product/field-scheduling/) drives improved customer satisfaction with tools that automate scheduling and dispatching, streamline communications, and increase workforce visibility. With Skedulo, you can enhance your operational efficiency to reach more customers without sacrificing an exceptional customer experience. Learn how the right field service management software [can benefit your business](https://www.skedulo.com/blog/roi-of-field-service-management/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/field-service-efficiency-what-it-means-for-the-frontline-workforce/" type: "blogPost" title: "Field Service Efficiency: What It Means for the Frontline Workforce" author: "Ed Backhouse" date: "2026-03-30" description: "Field service efficiency goes beyond doing more with less. Learn how to drive productivity, revenue, and human potential across large mobile workforces." lastmod: "2026-05-12" --- # Field Service Efficiency: What It Means for the Frontline Workforce Published March 30, 2026 · Updated May 12, 2026 · By Ed Backhouse · 6 min read Labor expenses are growing. Customer expectations continue to rise. Margins face sustained pressure. When mobile workers interact with thousands of customers every week, efficiency isn’t an abstract goal—it’s a critical part of growing the business and adapting to changing market conditions. At its core, efficiency measures the value generated per unit of input. Financial teams express this as an[ efficiency ratio](https://www.investopedia.com/terms/e/efficiencyratio.asp): operating expenses relative to revenue. But for mobile workforce operations, efficiency also depends on how workers allocate their time, how scheduling operations utilize capacity, how technology enables or impedes field execution, and how these conditions drive revenue outcomes and customer experience. ## **The compounding nature of efficiency** Since the days of the Toyota Production System, leaders know that small, continuous improvements to eliminate operational friction and waste accumulate into a significant competitive advantage. For large mobile workforces, the goal of efficiency is not to “do more with less” in a way that degrades service or burns out workers. The goal is to build capability and capacity, establishing the operational infrastructure to scale without proportional increases in overhead. Frontline worker technology is a key element of this infrastructure. According to [KPMG research on field service profitability](https://kpmg.com/us/en/articles/2023/driving-profitability-field-services.html), digital platforms that monitor end-to-end processes, minimize downtime, and optimize routing for mobile workers deliver compounding benefits in customer loyalty, operational performance, and market expansion. ## **Efficiency as growth engine** Productivity growth is the foundation of sustainable business expansion. The relationship operates through three interconnected variables: input, throughput, and output: - **Inputs:** are resources invested: labor hours, capital, and technology - **Outputs:** are value generated: completed jobs, revenue, and satisfied customers - **Throughput:** is the operational layer between them: processes, systems, and workflows that convert inputs into outputs **Improving throughput enables organizations to extract more value from existing resources.** In a healthy business, revenue grows faster than costs. An early-stage company might spend $1.20 in operating expenses to generate $1 in revenue. As efficiency improves, that ratio should decline to $1.00, then $0.80, then lower. This efficiency curve separates companies that scale profitably from those that simply grow expenses alongside revenue. When revenue and costs trend at the same rate, something is broken. The organization is becoming more expensive to operate without generating proportionally more value. In field service operations, this pattern typically indicates specific failures: headcount additions that don't increase job completion rates, technology investments that fail to reduce administrative burden, or geographic expansion without corresponding [route and schedule optimization](https://www.skedulo.com/blog/routing-scheduling-software/). The solution isn't indiscriminate cost-cutting; it’s throughput improvement. And technology is central to ensuring each dollar spent generates more output. Access to real-time field service data via worker-friendly platforms enables technicians to arrive prepared, complete work faster, and avoid return visits—each improvement compounding into the efficiency equation. ## **Efficiency as a human capital strategy** The throughput framework applies directly to frontline workforces, with one critical addition: efficiency isn't purely a financial metric. It determines whether workers can do their best work. For field teams: - **Input:** Employee time, the primary cost base - **Throughput:** Work tasks completed, the measure of workforce utilization - **Output:** Excellent service delivery, the revenue source Generating more successful appointments, satisfied customers, and completed jobs without proportionally increasing input requires throughput improvement. That means **reducing friction in daily workflows**, **eliminating tasks that don't contribute to outcomes**, and **enabling workers to spend their time on revenue-driving activities.** If eliminating 10 minutes of administrative burden per job enables a technician to complete one additional appointment daily, and that technician works 250 days annually, the result is 250 additional revenue-generating opportunities per year without adding headcount. Across a workforce of hundreds of technicians, the impact is substantial. This is where [field service operations management becomes strategic](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) rather than administrative. Every process inefficiency—manual scheduling, paper-based documentation, suboptimal route planning—represents friction that reduces throughput. Addressing these [field service challenges](https://www.skedulo.com/blog/field-service-management-best-practices/) systematically creates capacity for growth without proportional cost increases. Industries with complex operational requirements face unique challenges. Utilities, for example, must coordinate geographically dispersed workforces, match specialized skills to job requirements, and balance scheduled maintenance against emergency response.[ Intelligent scheduling](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/) helps utility companies balance these variables at scale, optimizing job assignment, routing, and utilization as an integrated system rather than disparate problems. ## **Five ways to operationalize efficiency for the frontline** [Efficiency for mobile workers](https://www.skedulo.com/learn/work-order-management/) isn't about extracting more effort—it's about removing the obstacles that prevent skilled professionals from applying their expertise effectively. Five operational areas determine whether organizations achieve this: ### **01 Deploy technology that amplifies workers’ capabilities** Frontline workers need tools that augment their capabilities, not systems that add administrative overhead. Research consistently confirms that[ field technicians want mobile apps](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) that provide immediate access to job details, customer history, and troubleshooting resources. [Purpose-built frontline technology](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/) focuses on workflow simplification, minimal data entry, and offline functionality for workers operating in areas with limited connectivity. Effective mobile technology also enhances[ worker safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) through real-time communication, location awareness, and accessible safety protocols. ### **02 Monitor field service metrics that drive performance** Improving field service efficiency requires [tracking the right key performance indicators (KPIs)](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/) to identify throughput constraints and where intervention will have the greatest impact. Metrics that matter include: - **Workforce utilization** - **First-time fix rate** - **Travel time ratio** - **Jobs per worker per day** - **Schedule adherence** [Real-time operational data](https://www.forbes.com/councils/forbesbusinessdevelopmentcouncil/2024/12/03/real-time-data-in-field-service-a-game-changer-for-operational-efficiency/) transforms these metrics from retrospective reports into actionable intelligence. When schedulers see job status, worker location, and emerging issues in real time, they can make adjustments that improve efficiency throughout the day—not just document what went wrong afterward. ### **03 Build operational foundations that scale** Growth should improve operational ratios, not just maintain them. The relationship between schedulers and field workers can be a helpful benchmark. Early in an organization's growth, one scheduler might manage 25 workers. With better tools, refined processes, and intelligent automation, that ratio can improve to 50+ workers per scheduler. This is how software creates leverage: by augmenting human judgment and empowering each operational role to support higher volumes. Scheduling directly impacts revenue because it determines how effectively workforce capacity is converted into completed work. Inefficient scheduling results in unrealized revenue due to underutilized workers, missed appointments, and mismatched job assignments. [The digital transformation of scheduling](https://www.skedulo.com/blog/digital-transformation-field-service/) replaces manual processes with intelligent optimization, evaluating worker skills, certifications, location, availability, customer preferences, travel time, job dependencies, and other variables. This simplifies the administrative side of scheduling and optimizes schedules in minutes rather than hours. ### **04 Eliminate operational friction and wasted effort** Every manual, repetitive, or error-prone task represents an efficiency opportunity. [Field service automation](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/) targets these systematically: automating job assignment based on skills and availability, replacing paper documentation with digital forms, triggering customer communications automatically, and streamlining back-office processes for invoicing and reporting. Route optimization is an [automation opportunity](https://www.skedulo.com/blog/field-service-automation/) that delivers particularly high impact. Reducing unnecessary travel time directly translates into more appointments per day, lower fuel costs, and reduced wear on vehicles and workers. For organizations managing hundreds of mobile workers, even marginal improvements compound into significant savings. ### **05 Focus on service quality and efficiency** Leverage service quality and efficiency strategies to ensure top-notch service quality and to improve efficiency alignment. The most effective efficiency strategies enhance service quality by ensuring workers have the information, skills, and time required to deliver excellent outcomes. For example, [personalization at scale](https://fieldservicenews.com/featured/personalization-in-field-services-adapting-to-unique-customer-needs-at-scale/) means adapting to individual customer needs without extending wait times or service duration. Intelligent scheduling enables this by matching customers with workers who have relevant experience, incorporating customer preferences into job assignment, and ensuring workers arrive with complete context. The result is a reinforcing cycle: efficiency improvements free capacity that can be reinvested in service quality. Better service drives [customer satisfaction, retention, and referrals](https://www.skedulo.com/blog/improve-customer-retention-in-field-service/), accelerating revenue growth. ## **Building Efficiency Infrastructure** Efficiency for mobile workforce operations isn't achieved through individual tactics. It requires building operational infrastructure—integrated systems, refined processes, and enabling technology—that compounds improvements over time. Focus on throughput-focused measurement, technology that amplifies worker capability, operational functions designed to scale, systematic waste elimination, and service quality as a core outcome rather than a trade-off. Skedulo's mobile workforce management platform provides this operational infrastructure. Businesses that deploy Skedulo report measurable efficiency gains across scheduling, resource deployment, and job throughput: - **45%** — Reduction in scheduling time, freeing teams from manual coordination overhead - **20%** — Increase in resource utilization, delivering more billable work from the same workforce capacity. - **27%** — More jobs completed per workforce, compounding efficiency gains across the enterprise. To manage a large frontline workforce, consider the underlying infrastructure of efficiency and how to deliver it in a mobile-friendly interface. [Request a demo](https://www.skedulo.com/book-a-demo/) to explore how Skedulo can improve your operational efficiency. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-isnt-just-for-telecom-anymore/" type: "blogPost" title: "Field Service Isn't Just for Telecom Anymore" author: "Aya Fawzy" date: "2017-01-22" description: "Learn how companies in all industries can learn from telecom's field service experience, including intelligent scheduling software and travel routing." lastmod: "2020-05-20" --- # Field Service Isn't Just for Telecom Anymore Published January 22, 2017 · Updated May 20, 2020 · By Aya Fawzy · 3 min read Field Service and telecom are concepts that used to go hand in hand. Everyone knew that the “cable guy” was short-hand for wasted time and inefficiency. People who ordered cable service were expected to just sit at home and wait blindly in four-hour chunks, only to find out that the cable guy brought the wrong tools, if he showed up at all. The good news is that telecoms got their issues straightened out, for the most part. They learned the hard way how to maximize efficiency in logistics and routing planning while keeping customers in the loop. They did it using intelligent field service scheduling solutions. Now, there are mobile workers and distributed teams in nearly every industry. In the years ahead, you can expect to see a massive tidal wave of field service work, even in industries that have traditionally been office-based. Fortunately, these newly-mobile businesses can learn from telecom’s steep learning curve in deploying smarter scheduling software. Take a look at some of the industries that will be going in search of greater productivity using field service scheduling software in 2017. **The Next Wave of On-Demand Everything** Home Healthcare More and more health care professionals are in the field now, taking caregiving to homes, workplaces, and other remote locations. Due to rising costs, more treatments are handled as outpatient services. Healthcare providers have to ensure that the right practitioners with the right skills and information are headed to the right address. Less time wasted in inefficient scheduling equals better healthcare. On-Site Training People learn better in familiar surroundings. Companies are seeing massive savings by bringing in a trainer instead of sending employees out for seminars. Training has opened up new revenue streams for professional coaches and non-profits, but they need professional grade scheduling software to streamline the complexity of mobile training. Solar panel installation Contractors have to keep prices low so more homeowners can justify investments in home improvement. Solar is taking off and the increased demand puts more strain on these new companies to help the greatest number of customers in the least time. Excellence in scheduling has a direct relation to profitability. Independent Trades Perhaps the industry most in need of a technological update is the most traditional one of all. For the home cleaning companies margins are tight, mistakes are devastating, and livelihoods are on the line. Mobile workforce scheduling software can massively simplify the lives of people like professional home cleaners, plumbers, electricians and all the contractors who keep homes running smoothly. The On-Demand Economy This is the miscellaneous category. There are all kinds of new business models from grocery store delivery companies to personal assistants to pet care at home to 1099 workers of every stripe who bring the business to the consumer. Anywhere there is a mobile device, a business service can, and eventually will, find clients. Intelligent scheduling is the secret ingredient that can make all the difference for businesses like these. The Lesson of Telecom In short, managing field service workers more productively is not just for telecoms anymore. Every company that has mobile workers, and that’s just about every company with a sales and service team, has the chance to secure substantial advantages from more efficient scheduling and more intelligent communications with those workers. That’s just one of the secrets revealed in “The Five Secrets of Mobile Workforce Scheduling.” [Download our e-book](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/) to access the other four secrets and keep the set together. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/" type: "blogPost" title: "How to Improve Field Service Quality: KPIs, Action Plans, and Change Management" author: "Michael Booth" date: "2024-11-14" description: "Need to improve your field service quality but don’t know where to start? Learn how to track the right KPIs and implement a plan." lastmod: "2024-11-14" --- # How to Improve Field Service Quality: KPIs, Action Plans, and Change Management Published November 14, 2024 · By Michael Booth · 12 min read For field service workers, business is booming. The field service market share [is expected to balloon from 5 billion to 8.5 billion](https://www.mordorintelligence.com/industry-reports/field-service-management-market) between 2024 and 2029. That’s no surprise. Many sectors are relying more heavily on field service positions to address the ever-changing needs and demands of our society. Use of technologies [such as solar panels](https://www.seia.org/solar-industry-research-data) and remote [data centers that power cloud technology](https://www.nytimes.com/2023/06/27/business/data-centers-internet-infrastructure-development.html) and 5G telecommunications—all of which require regular maintenance by technicians—are surging in popularity. Home healthcare needs are rising as Baby Boomers, the second largest generation behind Millennials, [age into needing more medical attention and assistance](https://accessonepay.com/articles/baby-boomers-and-healthcare-challenges/); as a result, the demand for home healthcare workers has spiked. Even the number of nonprofit organizations, which typically work at various locations around their communities, [has grown in recent years](https://www.bls.gov/opub/mlr/2024/article/nonprofits-a-look-at-national-trends-in-establishment-size-and-employment.htm). As the sectors that rely on deskless workers continue to grow, business leaders are keen to improve the quality of field service. After all, quality service and a [good customer experience is directly tied to higher revenue](https://www.mckinsey.com/tr/our-insights/prediction-the-future-of-customer-experience). In this guide, we’ll walk through how to track field service with the right metrics and improve field service quality over time. ## Define quality for your field service operations The first step toward improving the quality of field service for any business is to establish a consistent definition of what quality looks like, both for internal staff and for customers. At this stage, you don’t need to identify specific steps or elements of your services that need improvement. (We’ll talk more about that when we discuss key performance indicators, or KPIs, below.) Instead, think about broad characteristics that equate to quality service. Consider elements such as: - **Speed** - The quicker customers receive their service at any stage of interaction with your company, the better. - **Efficiency** - Lag time, needing to retrace steps or revisit customers for the same job, and circuitous travel routes lead to late appointments and frustrated customers and staff. - **Convenience** - The [easier things are for customers](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) and field service workers, the smoother the experience is for everyone. - **Selection** - The company’s field service offerings must be targeted enough toward customers’ pain points to ensure they are satisfied with their service. Creating a broader framework like this makes it easier to hone in on specific operational areas to improve. ##### How do your customers define quality? Your customers play an important role in defining quality. Nearly [60% of consumers say](https://www.forbes.com/sites/shephyken/2022/04/24/fifty-eight-percent-of-customers-will-pay-more-for-better-customer-service/) they’re willing to pay more for a good customer experience—making customer feedback not only informative, but also  profitable. Use data such as reviews, customer surveys, [customer satisfaction scores](https://www.skedulo.com/blog/field-service-customer-satisfaction/), focus groups, and any market research your company has conducted. If response rates are low, consider ways to increase consistency, like surveys that are built into the field service workflow or go out automatically when the job is complete. Monitor feedback from third-party sources like G2, Yelp, Google Reviews, and others, and match the themes from the feedback to field service KPIs. ## Track the quality of field service ##### Identify the right field service KPIs The second step toward improving quality is [choosing the field service KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) that make the most sense for the [challenges your business is facing](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/). To get a solid sense of what those might be, take a look at **customer feedback** and **business goals and priorities** for the short- and long-term. The best KPIs will be relevant to both categories, but there will likely be other KPIs that only align with one of them. Consider a utility company that maintains and services solar panels and is [facing some challenge](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/)s. One of the company’s goals is to acquire new clients with minimal to no increases in staffing. Meanwhile, customer feedback indicates that maintenance requests take longer than expected to complete. In this situation, it makes sense to track mean time-to-completion (to understand how long the work takes for different jobs, technicians, and teams) and workforce utilization (to understand how much time technicians spend with customers vs. on other tasks). Company leaders might also want to measure other indicators that feed into how long it takes their technicians to complete work, such as: - **First-time fix rate** - If technicians have to come back out to the panels to address a lingering issue they couldn’t fix the first time, it takes longer to fully close the ticket. If FTFR is low, technicians are likely encountering issues in the field. - **Response time/time to site** - How much time is there between when the customer request comes in and when technicians arrive? This may vary for different businesses: it could be measured in minutes or hours for urgent jobs vs. days or weeks for routine appointments and new customers. If the response time is too long on average, there are likely some improvements to be made in how and who you’re scheduling. For instance, maybe more experienced technicians are getting bogged down by easier appointments and it takes a while for them to free up for more complex service requests. That said, [it’s important to get feedback from field service workers and schedulers](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) as to which KPIs might be a good fit. Gathering and acting on feedback from the people involved in the day-to-day work is a great way to boost employee retention and get an invaluable perspective on day-to-day operations. ##### Common KPIs for field service - **First-time fix rate **or **rework rate** - How often technicians closed out jobs without needing to revisit the site, often expressed as a percentage - **Mean job completion time** - The average time it took to complete an appointment, expressed in length of time (minutes, hours, days) - **Schedule adherence** - How many jobs were completed within the time predicted for said jobs, often expressed as a percentage - **Average time to schedule** - How long it took customers to get an appointment officially scheduled after putting in a request,  expressed in length of time (minutes, hours, days) - **Customer satisfaction** - How happy customers were with their service, often measured on a scale of one through five - **Customer effort** - The amount of work a customer believes they put in throughout their experience (from scheduling to paying their bill), often measured on a scale of 1-5 or 1-10 - [**Staff utilization rate**](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) - How much time workers spend on revenue-driving work (e.g. client appointments) divided by total working hours, often expressed as a percentage - **Travel time **or** time to site** - How long it took a field service worker to arrive at the job site from when they were dispatched; expressed in appropriate length of time (minutes, hours) - **Jobs per day/week/year** - How many jobs a worker completed over the given time period, expressed as an average - **Call volumes** - How many calls dispatchers handled over a span of time, often expressed as a daily average - **Employee turnover** - How many team members leave the company who you plan to replace, usually expressed as a percentage (note that employee turnover [differs from employee attrition](https://lattice.com/library/turnover-vs-attrition-decoding-two-of-hrs-most-important-metrics)) - [**Job profitability**](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) or **profit per service type** - The average profit of a job considering expenses (including overhead) required to complete the job, usually expressed as a ratio; many organizations categorize by service type to know which offerings are most profitable - **Contract compliance **or **service level agreement (SLA) compliance** - To what degree the field service workforce met the terms of a contract or SLA, expressed as a percentage ## Improve the quality of field service ##### 1. Prioritize KPIs Once you’ve established which KPIs are a logical fit for your business and strategic goals, force-rank which ones you actually want to start improving. To do that, consider the following questions: - What are the elements that are common across reviews and input from customers? - Which elements are most impactful to the business? - Which areas of business provide the biggest opportunities for improvement? These questions will help you hone in on a reasonable list of KPIs to focus on for a set period of time. Once you’ve addressed them, you can use the same process to select a new batch of KPIs to track and help improve operations for another set period of time. ##### 2. Create a quality improvement plan based on KPIs With a concrete list of KPIs in hand, it’s time to tie them to specific issues that need to be addressed. Consider the full workflow for [field service workers](https://www.skedulo.com/blog/field-workers/), the issues that are tied to those stages of the workflow, and how they both align with your KPIs. For workforce-level issues, such as improving capacity planning, use aggregate metrics such as staff utilization rate. For issues at the team and individual levels, such as scheduling and completing individual jobs more quickly, use KPIs that relate to team and individual work, such as average time to schedule and mean job completion time. After establishing which KPIs pair with specific issues, set clear, concrete goals with a firm end-date for each KPI. For instance, if one of the KPIs your business wants to improve is mean job completion time, a goal like “reduce mean job completion time by 25% by the end of Q3” leaves no room for interpretation and keeps everyone on the same page. Next, consider the actual steps involved in reaching these goals and how adjustments might interact with other parts of the workflow; set limits on the parameters of your changes to ensure field service quality is still balanced. For example, say your company wants to improve how long it takes a worker to arrive at a scheduled job. To do this, leadership has employed the strategy of adjusting scheduling rules to prioritize the closest available team member. Time to job site does improve, but now the workers who are showing up to those jobs don’t always have the right skills or experience to handle them. As a result, first time to fix rates and customer satisfaction scores drop. To help keep field service quality balanced, consider questions such as: - How will we achieve a major improvement in KPI X? - How are those changes going to affect the overall business? Will it impact cash flow, customer service, etc.? All of the above? Just some of the above? - How, specifically, will Solution X address KPI X? How might Solution X also impact KPI Y, Z, etc? Also keep in mind that complex or multi-factor items require multiple fixes. For example, improving customer satisfaction requires better job matching, higher first-time fix rate, better customer communication, and more. You’ll need to account for those complexities when developing your improvement plan. ##### 3. Ensure you have the right tools A critical step to creating and executing a realistic plan for improving field service quality and field service KPIs is to provide your staff with the right tools. Analyze the primary aspects of your business and look for opportunities to replace manual or paper-based processes with automated, digital, mobile-friendly, and easily accessible tools. Below are some areas that traditionally involve paper-based or manual steps that can benefit from automation and mobile-friendly digitization. ###### **Work orders** Compared to old-fashioned, paper work orders, staff can access and view mobile-friendly, digital work orders wherever they are—no need to go back to or call the admin office to look up details. Staff can also amend digital work orders as needed, if, for instance, a customer’s needs change or if there are any errors. ###### **Forms** Like digital work orders, mobile-friendly, digital forms can be accessed from anywhere. Smart [field service management](https://www.skedulo.com/learn/field-service-overview/) tools even allows employees to capture signatures for forms digitally and store them on the device until there’s available mobile data coverage to upload them to a shared server. That way, field service workers don’t need to worry about filing paperwork and can focus on what matters—completing the job and providing good customer service. Smart field service management tools also allow for custom forms to help workers capture the most relevant, critical information about a job or customer that templates might not allow for. ###### **Scheduling** Manual scheduling for field service work is, frankly, a nightmare. There are seemingly endless variables to account for: staff availability, customer availability, experience and training of the worker, location of the job site, etc. The burden on schedulers who have to [create effective schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) manually is high, to say the least. Now, smart [field service scheduling software utilizes AI](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) to help schedulers identify and set up complex rules that account for a wide variety of variables all at once. With these rules in place, [schedulers can then automate the once-arduous task of scheduling](https://www.skedulo.com/blog/challenges-mobile-workforce/) the right field service worker to each job. Plus, intelligent scheduling software leverages AI to identify effective job dependencies and set up automations that schedule the correct sequence of jobs for a specific client, freeing schedulers up to get more work done. ###### **Dispatching** Similar to manual scheduling, manual dispatching can quickly turn into a complex game of chess, with schedulers analyzing many variables (worker experience, proximity to customer, available parts, etc.) simultaneously in order to make one decision—who’s the best person to send out on this job? Again, like automated scheduling, automated, AI-informed dispatching is possible with a robust field service management platform that allows for custom dispatching parameters. As a result, it’s easy to ensure the right employee arrives at the right job site at the right time. ###### **Customer communications** Customers will always expect and need human-to-human communications to some degree. However, relying on manual communications for _all_ customer touch points slows down operations and leads to higher costs. Look for opportunities to rely on automated and self-serve messaging to customers, such as automatic notifications for appointment updates and billing reminders, and a self-service portal that contains information about commonly asked questions. These sorts of changes free up customer service staff to handle more complex and sensitive needs. ###### **Staff communications** Just as manually relaying communications to customers can slow down operations, so can doing so for staff-related communications. Identify ways to automate and optimize messaging to and from staff. For instance, utilizing a field service management platform that has a corresponding mobile app allows technicians and other mobile workers to view and gather all the information they need on the go. Intelligent platforms support automated messages to staff about urgent tasks, such as emergency maintenance calls. They also allow for helpful failsafes, like proximity workflow enforcements that prevent field workers from updating job statuses that are outside a defined radius from the job; this provides customers with greater insight into the location of field workers assigned to their appointment and more timely and accurate status updates. ##### 4. Test your improvements Finally, once you have a clear plan, a concrete set of goals, and you’ve optimized operations with the right tools, it’s time to actually see how things improve. Start by introducing your goals and subsequent plan to staff so they [understand why changes are happening](https://info.skedulo.com/rs/960-CDH-700/images/change-mangement-checklist.pdf) and how those changes should help make their lives easier and serve customers. All that’s left after that is to start gathering the data. Review KPIs and organizational results at regular intervals. Celebrate wins, monitor trends, and course-correct as needed. ## Use field service software to track service quality Although improving field service quality can feel like a daunting, complex task, thanks to this guide, you have a solid understanding of how to determine what quality means for your business, how to parlay that information into a plan to develop a list of appropriate KPIs, how to prioritize that list, and how to translate it into a concrete strategy to track and see improvements. And with the right field service management tool, improving field service quality doesn’t have to feel daunting or cumbersome. Skedulo’s intelligent field service management platform helps businesses keep tabs on critical field service data, all in one place. With [easy-to-read dashboards and automated reports](https://www.skedulo.com/product/analytics/) based on critical KPIs, teams can make informed decisions about what’s working and what isn’t to ensure field service operations are at their best. See how the right field service management tool helped Connexin, a telecommunications company, improve operations and customer service: [Connexin & Skedulo](https://www.skedulo.com/customers/connexin/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-management-best-practices/" type: "blogPost" title: "8 Field Service Best Practices to Improve Field Operations" author: "Stanley Tollett" date: "2024-01-18" description: "The tools, KPIs, data, and workflows used in field service matter. Use these field service best practices to streamline operations and be more effective." lastmod: "2024-01-22" --- # 8 Field Service Best Practices to Improve Field Operations Published January 18, 2024 · Updated January 22, 2024 · By Stanley Tollett · 9 min read The rise of AI-assisted tools, customer self-service options, and other [field service trends](https://www.skedulo.com/blog/8-field-service-management-trends/) are driving new changes in field service. Maintaining profitability, satisfying customers, and retaining skilled workers are top priorities—but they are not easy. These developments bring new challenges. Nearly [50% of field service fleet managers](https://www.verizonconnect.com/resources/report/fleet-trends-report-2021/) see increasing costs as their top challenge in a time of economic and regulatory changes. In addition to maintaining profitability, field service leaders must be able to satisfy customers and attract and retain skilled field workers. Here are 8 best practices to help improve field service operations: ## 1. Empower technicians with mobile tools Field service technicians with excellent tools are better-equipped to deliver the best possible service. Workers are more confident and more productive when they have easy access to their schedules, customer information, job histories, safety procedures, and the best route between jobs. On the contrary, without a unified system to find and update key information, workers will fall behind. Important details can slip through the cracks when workers have to juggle multiple communication methods, like Slack, email, text messages, and phone calls. Without access to an up-to-date schedule at all times, workers will need to check in before each appointment, or they risk traveling to canceled or rescheduled jobs. The right platform should be a centralized, real-time hub that helps the field service tech prepare for upcoming jobs and share updates with colleagues and customers. It should be the default place to access key data, record job progress, and initiate communication from the field. When unexpected issues arise, it should be a resource for next steps: following safety procedures, alerting the manager and dispatcher, troubleshooting equipment issues, and adjusting the schedule of upcoming jobs. When all of these features are present in one place, with a mobile-first interface, operations are more efficient—and field service technicians are [more satisfied](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) in their work. When you [evaluate mobile workforce management software](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/), look out for the following features: - **Communication **- communicate in real-time among a distributed workforce of full-time, part-time, and contract workers - **Worker safety** - access safety checklists, share GPS location data, and check in and out of jobs - **Scheduling** - automatically [create and optimize schedules](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) to achieve business goals (e.g. increase utilization or reduce travel time) - **Data controls **- grant secure, role-based access to customer data, appointment history, and upcoming job details to authorized workers so they can arrive prepared The adoption of cutting-edge technology has been slower in some field service industries than others. For example, [more than 60%](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent) of utility workers report their workplace technology needs to be updated. The introduction of a mobile app built for field service, like [Skedulo Plus](https://www.skedulo.com/blog/empower-your-mobile-workforce-with-skedulo-plus/), makes a huge difference for field service technicians, managers, schedulers, and the company overall. ## 2. Capture and use real-time data Collecting accurate, up-to-date data is a crucial part of any field service operation—whether it’s healthcare, [oil and gas](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/), or field sales. But manual methods of data collection, like paper forms, are too time-consuming and error-prone to keep up with the pace of work today. Time spent filling out, transporting, and transcribing physical notes to a digital system takes away from time spent with customers or on more complex tasks. Instead, use intuitive mobile apps and field service workflows to capture data from the field. Field service technicians should be able to record job updates and key details on their mobile devices—even when offline. [Key data points](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/), like appointment duration and job resolution, should be synced to a centralized system that managers and dispatchers can access anytime. To improve field service operations, look for a platform that benefits everyone: minimize manual data entry by field workers, simplify scheduling and customer communication by office staff, and improve data quality and workforce visibility for field service leaders. ## 3. Track the right KPIs To improve operations, field service companies have to identify, track, and use the right key performance indicators (KPIs). These metrics help organizations track [workforce productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/), customer satisfaction, cost, and other markers of service quality. Here are a few KPIs commonly used in field service: - **Customer KPIs - **[customer satisfaction](https://www.skedulo.com/blog/field-service-customer-satisfaction/), customer retention rate - **Job completion KPIs - **job completion rate, rework percentage, average resolution time, jobs completed per day/week/month - **Scheduling KPIs - **travel time, time to schedule, time to first contact, average response time, schedule adherence - **Productivity KPIs - **[utilization rate](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) (e.g. rate of billable work), wrench time, variance from standard job duration - **Cost KPIs - **average fuel costs, average cost per service delivered Each field service organization will prioritize KPIs differently based on the company’s goals, the industry, and the specific field service role in question. Whichever KPIs the company uses to measure its service delivery, the field service workflow should be designed and optimized with those metrics in mind. ## 4. Use smart scheduling and dispatching Although [scheduling and dispatching](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) are critical to field service operations, many businesses struggle to get it right. Manual scheduling methods—like spreadsheets, emails, and calendar apps—don’t offer the visibility needed for businesses to understand real-time worker availability and customer demands. Schedulers and dispatchers spend too much time tracking down the right worker for a job, and workers’ schedules change often without the awareness of real-world issues in the field. The most effective field service organizations use smart scheduling software to [improve the scheduling process](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/). The right scheduling technology goes far beyond identifying worker availability: it offers the flexibility, visibility, and communication your team needs to thrive. Smart scheduling helps [automate the process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), match workers to jobs based on specific qualifications, build schedules according to company KPIs, and ensure skilled workers are utilized appropriately. With the right tool, scheduling can [help solve operational challenges](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/) and even create a competitive advantage. Consider the following benefits of effective scheduling: - **Field service technicians** are matched to jobs that suit their skills and location, spend less time on the road, and receive real-time schedule updates when things change. - **Customers** receive reliable arrival times based on real-world appointment data and travel times, so they know what to expect and when. - **Schedulers **can improve workforce utilization, reduce unnecessary travel time, and create complex schedules more quickly with the help of AI - **Field service companies** can complete more appointments per day, improve customer satisfaction, and increase worker retention. ## 5. Automate workflows and recurring tasks Every field service workflow includes some straightforward, recurring tasks that can be automated. Thoughtful [field service automation](https://www.skedulo.com/blog/field-service-automation-advantages/) improves efficiency and reduces errors, while giving staff more time to focus on other, more complex tasks. Review the field service workflow to find tasks that are well=suited for automation, such as: - Creating a first draft of the work schedule - Matching workers to jobs based on company priorities - Notifying workers of newly added jobs - Invoicing customers after job completion - Capturing photos and updates with AI-assisted prompts - Prompting customers to schedule routine service or follow-ups - Sending reminders to customers about upcoming appointments With capable field service software, organizations can use automation rules to handle recurring tasks more easily. Based on the results, field service companies can tweak and fine-tune the automation rules over time. ## 6. Integrate field service software with other systems The other tools in the [field service tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) all play an important role in field service operations. Payroll, [enterprise resource planning (ERP)](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), human resources (HR), customer relationship management (CRM), and field service management (FSM) tools all contribute to the field service environment for employees and customers. But if these tools are disconnected from one another, they affect the organization’s ability to make informed business decisions. Failing to connect data from each part of the business leads to missed opportunities, inefficiencies, and sometimes larger operational issues. For example, a field service organization receives a new work order request. What happens next depends on the systems and integrations in place. **Without integrated systems: **The scheduler manually reviews the schedule and people working that day. The scheduler accesses the CRM to get basic info about the customer and previous appointments. The scheduler makes a final decision—pulling together schedules, qualifications, preferences, and job locations, trying not to miss any factors—and calls the worker to inform them of the new job. The worker must record the address and job details manually. The worker finds their way to the job site and completes the job, stopping to log in to the equipment manual and troubleshooting guide along the way. They write down job updates, collect the customer’s signature in the field, and deliver paperwork to the main office so it can be transcribed into the CRM and invoicing systems. The worker uploads their timesheet to the payroll system to account for the services performed. **With integrated systems: **The scheduler automatically calls up the available technicians who best match the job requirements and location. The scheduler chooses from the recommended option (or selects their own choice). The selected worker is automatically notified about the new job on their mobile device, where they receive an updated schedule for the day and the best route to the new job. At the job site, they [record job data and customer signatures](https://www.skedulo.com/blog/improve-field-data-collection/) in the app, which are synced to the CRM and FSM database in real-time. Once the service is complete, an invoice is automatically sent to the customer based on services performed, and job check-in and check-out times are recorded for time tracking purposes—no paperwork required. Integrated systems provide a centralized place to share and receive information. These integrations save time, reduce potential errors, and contribute to an [excellent customer experience](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). ## 7. Give customers real-time info and self-service features Customer expectations are changing, and self-service options are growing in popularity. [More than two-thirds](https://www.zendesk.com/blog/searching-for-self-service/) of customers prefer self-service options over speaking to a representative, and three-quarters consider self-service to be convenient. [Field service technology](https://www.skedulo.com/blog/field-service-management-technology/) can help organizations deliver what customers want: - **Self-scheduling - **Customers want to be able to request and book appointments themselves, ideally through an online portal that shows upcoming appointments and outstanding balances. - **Precise appointment times - **Customers want precise arrival times, not “estimated windows” that last several hours. - **Notifications about delays or changes - **If an appointment is delayed, canceled, or otherwise changed, customers should be notified (without requiring a phone call each time). - **Resolve issues affecting customers - **Address operational issues, like poor schedule adherence or high rework percentage, that cause frustration for customers. - **Informed technicians - **Ensure workers are prepared to deliver great service on the first try with access to job details and appointment histories. Investing in the customer experience helps a field service organization achieve and maintain profitability. [More than 85% of buyers](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) will pay more for a great customer experience, and these satisfied customers will spread the word to other prospective buyers. ## 8. Collect feedback from technicians and customers Feedback is essential for improving company operations—especially in field service, where work happens in many different locations. Feedback from workers and customers is often the best window into day-to-day operations and how they could be improved. Collect feedback from field workers, schedulers, managers, and support staff on a regular basis to better understand internal operations. This feedback helps identify bottlenecks, confusion, and areas of improvement that could grow into large-scale problems with [employee retention and engagement](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/) if left unaddressed. Staff feedback may be collected in one-on-one meetings with managers, brief [employee pulse surveys](https://www.qualtrics.com/experience-management/employee/what-is-employee-pulse-survey/), or other feedback mechanisms. Collecting this feedback can help reveal trends that affect the employee experience, e.g. a long travel time between appointments, a lack of information to arrive prepared, or the use of unreliable or unhelpful mobile apps. Understanding these issues—and making positive changes to the field service workflow—will help improve internal operations. Customer feedback will also reveal important insights about the field service workflow. This feedback may be collected in post-visit questionnaires, [Net Promoter Score (NPS) surveys](https://blog.hubspot.com/service/what-is-nps), or individual conversations with large accounts. This feedback can help uncover areas for improvement, like unreliable arrival times, workers who are unprepared for appointments, or follow-up needs that are not acted upon. This feedback can be used to review and improve internal processes and better-equip technicians to [deliver excellent service](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). Whether it is internal or external feedback, seek to offer multiple feedback collection methods that can accommodate different preferences: written vs. verbal feedback, feedback shared immediately vs. later on, and feedback shared during or outside of business hours. This will encourage more consistent feedback from more customers and staff members. ## Improve field service operations with Skedulo Skedulo helps improve field service operations for field service technicians, schedulers, and leaders alike. Skedulo offers smart scheduling, route optimization, and communication in an intuitive interface that field workers love: the [Skedulo Plus mobile app](https://www.skedulo.com/product/mobile/). On average, Skedulo customers see a 21% increase in productivity and a 28% increase in workforce visibility. Read our [guide to field service success](https://www.skedulo.com/resources/8-field-service-strategies-for-success/) for additional tips to improve field service operations. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/field-service-management-leader-g2-crowd/" type: "blogPost" title: "Skedulo Is Designated a “Leader” in the Summer 2018 G2 Crowd Grid® for Field Service Management" author: "Ed Backhouse" date: "2018-08-28" description: "Learn why G2 Crowd named Skedulo a Leader in its Field Service Management Grid, and how our mobile, people-first approach solves FSM challenges." lastmod: "2020-05-20" --- # Skedulo Is Designated a “Leader” in the Summer 2018 G2 Crowd Grid® for Field Service Management Published August 28, 2018 · Updated May 20, 2020 · By Ed Backhouse · 2 min read We are excited to announce that G2 Crowd, the world’s leading B2B technology review platform, has designated Skedulo as a Leader in their[ Summer 2018 Grid® Report for Field Service Management](https://www.g2crowd.com/reports/fe5c49a6-0b84-4218-b54d-5d54b1d62318/preview?tab=grid). “Thank you to all of our customers who have shared their invaluable feedback on G2 Crowd,” said Matt Fairhurst, CEO of Skedulo. “This designation is a direct result of your support and success. We’re grateful for your partnership and for choosing Skedulo to transform mobile work. Let’s keep growing together!” G2 Crowd’s Grid Reports are different from other solution evaluations as they are based almost entirely on user reviews, not information self-reported by vendors. G2 Crowd [scores](https://www.g2crowd.com/static/g2_grid_scores) products and vendors based on reviews gathered from verified users, as well as data aggregated from online sources and social networks. ## Skedulo’s Approach to Field Service Management Skedulo’s approach is unique in the Field Service Management category, an approach that we call[ Mobile Workforce Management](https://www.skedulo.com/learn/mwm-overview/). Throughout our five-year journey, we have observed over and over again that traditional field service management technology does not fit most businesses’ needs. Traditional field service management solutions are built for workflows centered around complex machinery and break-fix models of service. But in the U.S. alone, there are projected to be over 115 million mobile workers by 2020, and only 10 million of them fit the profile of field technicians that these traditional tools are designed to support. At Skedulo, we believe modern companies should have tools that both meet their business’ needs and empower their mobile employees to[ deliver excellent service in every customer interaction.](https://www.skedulo.com/resources/evolution-of-home-services-residential-contractors/) In order for companies to provide exceptional service experiences, they need to be able to deliver their best people [at the right time, at the right place](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) to serve that customer’s particular expectations. Businesses require an intuitive solution for their mobile workforce to adopt with ease while accessing the relevant data that helps them do their jobs to the best of their ability. Skedulo is the platform for intelligent mobile workforce management and complex scheduling.[ Book your free demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action! Read our reviews on G2 Crowd: [ Read more skedulo reviews](https://www.g2crowd.com/products/skedulo?utm_source=read_more&utm_medium=riblet&utm_campaign=widget_embed?id=11078) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-management-leader-g2-crowd-fall-2018/" type: "blogPost" title: "Skedulo Continues to Lead in the Fall 2018 G2 Crowd Grid® for Field Service Management" author: "Trevor Morrison" date: "2018-10-18" description: "Learn why G2 Crowd named Skedulo a Leader in its Field Service Management Grid, and how our mobile, people-first approach solves FSM challenges." lastmod: "2020-05-20" --- # Skedulo Continues to Lead in the Fall 2018 G2 Crowd Grid® for Field Service Management Published October 18, 2018 · Updated May 20, 2020 · By Trevor Morrison · 2 min read For the second consecutive time, Skedulo has been identified as one of the best Field Service Management solutions based on our high levels of customer satisfaction and likeliness to recommend ratings from real users on G2 Crowd, the world’s leading business solutions review website. We are grateful to our users whose feedback has made Skedulo a "leader" in G2 Crowd's Fall 2018 Grid® Report for Field Service Management. “Thank you to all of our customers who have shared their invaluable feedback on G2 Crowd,” said Matt Fairhurst, CEO of Skedulo. “This designation is a direct result of your support and success. We’re grateful for your partnership and for choosing Skedulo to transform mobile work. Let’s keep growing together!” G2 Crowd’s Grid Reports are different from other solution evaluations as they are based almost entirely on user reviews, not information self-reported by vendors. G2 Crowd [scores](https://www.g2crowd.com/static/g2_grid_scores) products and vendors based on reviews gathered from verified users, as well as data aggregated from online sources and social networks. ## Skedulo Customers: In their own words In recent reviews, Skedulo customers have emphasized the value that our platform’s brings to their business for use cases ranging from traditional field service to professional services and home healthcare. Reviewer Kevin F. [writes](https://www.g2crowd.com/products/skedulo/reviews/skedulo-review-721461), “I conducted a deep evaluation of both Skedulo and Field Service Lightning. In the end, Skedulo was miles ahead based on price and flexibility.” Reviewer Tim C. [writes](https://www.g2crowd.com/products/skedulo/reviews/skedulo-review-853060), “Skedulo's ability to coordinate our complicated logistics network has been terrific. We have over 150 casual staff visiting multiple locations (schools) each day. Skedulo's platform both coordinates this extremely well and makes over-viewing our roster simple.” This Administrator [says](https://www.g2crowd.com/products/skedulo/reviews/skedulo-review-852794), “We're an Internet Service Provider company and our scheduling process have been evolved but using Skedulo. The integration with Salesforce allow us to keep track of our installers and crews times as well as a sorts of statistical data we can gather within Salesforce about what happens out in the field.” Read more Skedulo reviews on G2 Crowd: [ Read more skedulo reviews](https://www.g2crowd.com/products/skedulo?utm_source=read_more&utm_medium=riblet&utm_campaign=widget_embed?id=11078) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-management-software-checklist/" type: "blogPost" title: "How to Choose the Right Field Service Management Software" author: "Trevor Morrison" date: "2018-06-04" description: "Field service management software boosts productivity, satisfies customers, and cuts overhead. Learn the key features and how to find the best one." lastmod: "2020-05-20" --- # How to Choose the Right Field Service Management Software Published June 4, 2018 · Updated May 20, 2020 · By Trevor Morrison · 1 min read The driving force behind a successful field service business is cutting costs while increasing productivity. Field service management (FSM) software helps you do just that, and much more. The right software solution can help [field service providers](https://www.skedulo.com/product/field-scheduling/) serve more customers with less overhead and simplify business processes like accounting, billing, and work order management. FSM software also allows field technicians to get more information, additional help, different equipment, updated travel times, and more—all to keep customer service moving along—at the touch of a button. By 2020, [75%](https://www.gartner.com/doc/3808464/magic-quadrant-field-service-management) of field service providers will be using FSM mobile apps to improve communication, coordination, and data management. ### Must-Have Features for Field Service Management Software All FSM solutions can schedule and dispatch field service technicians, but only some offer advanced capabilities to help you improve customer satisfaction, retain employees, and deliver high-quality service every time. Field service solutions increasingly use AI and predictive analytics to forecast demand, anticipate customer needs, and get the right person (and the right equipment) where it needs to be at any given point. With the right solution, you can reduce missed appointments and follow-up appointments, increase field service efficiency, and make your customers happy. Your ideal FSM solution should have: - A mobile app for field workers and a web application for the office. - The ability to collect and store field data in a central database. - Advanced scheduling and dispatching features that account for many variables. - The ability to find the best technician for the job based on your primary business objectives. - Real-time communication capabilities. - The ability to manage contractors and employees in the same system. - Simple communication tools that help everyone stay connected. - Built-in GPS that helps track employees and identify the best route. - The ability to integrate seamlessly with other business systems. Read the [full checklist](https://www.skedulo.com/resources/field-service-management-software-checklist/) for more information on each point. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-management-software-productivity/" type: "blogPost" title: "How Field Service Management Software Drives Productivity" author: "Craig Panigiris" date: "2021-11-05" description: "Deskless workers need unique tools and processes to ensure productivity in the field. Learn how field service management software can increase efficiencies." lastmod: "2022-08-05" --- # How Field Service Management Software Drives Productivity Published November 5, 2021 · Updated August 5, 2022 · By Craig Panigiris · 11 min read Field workers are an invaluable resource for organizations that deliver services to customers outside of the ‘traditional’ office environment. These employees—also referred to as deskless or mobile workers—are responsible for traveling to multiple locations, providing excellent customer service, capturing key information from the field, and more. But businesses often struggle to understand and overcome the unique challenges that deskless workers face and how to resolve issues that hinder their productivity. This is especially difficult for organizations with a blended workforce, as mobile, fixed-location, and contracted workers typically use multiple, fragmented tools that create workflow bottlenecks and operational inefficiencies. When they’re properly managed and empowered by the right tools for support, field workers can maintain productivity and better serve more customers. Leveraging powerful technology can help businesses overcome the obstacles that inhibit their workforce to enhance productivity, support growth, and boost their bottom line. ## Benefits to Increasing Field Service Productivity The risk of ignoring the productivity levels of your [field workers](https://www.skedulo.com/blog/field-workers/) (or failing to implement the right processes and tools) are likely already clear: fewer customers can be served, fewer services can be rendered, and, ultimately, less revenue can be generated. But by balancing the needs of your dispersed workforces and providing them with everything they need to drive productivity, [your business can benefit](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) in a variety of key ways: - **Increased scalability - **Your organization’s ability to scale hinges upon the consistency with which your teams are able to deliver a great customer experience. This boosts customer retention and ensures growth. Productive field workers rely on streamlined processes and unified tools, so they can ensure exceptional service for more customers at a faster pace. As [operations expand](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) and your customer base increases, those same strong processes and tools prevent productivity from screeching to a halt. - **Freed-up resources - **Businesses are ever-changing, and thus so are their needs and priorities. When your field workers have everything they need to be as productive as possible, they’re not bogged down by the [manual, administrative, or repetitive tasks](https://www.skedulo.com/resources/) that would otherwise take precious time from their day. They can instead focus on higher-value initiatives and ventures that drive real change for the organization. - **Improved adaptability - **Flexibility is a necessity in [today’s field service landscape](https://financesonline.com/field-service-management-statistics/), as changing market conditions threaten those who fail to keep up. The COVID-19 pandemic shed light on the importance of an organization’s ability to change their strategy and processes at a moment’s notice. A productive deskless workforce that’s backed by powerful tools can easily shift in times of uncertainty and maintain a competitive edge. They already have the technologies and infrastructure in place to navigate the dynamic nature of field service. - **More predictable data - **Increasing the productivity of your deskless workers requires a deep understanding of workforce operations—knowledge that can only be acquired through [seamless data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) tools. Productive mobile workers capture field data in real-time, which saves the time it would otherwise take them to translate their notes from one system to another every day. This creates a cycle of improved productivity: field workers collect data that’s instantly synced to a centralized system, and that predictable, real-time data can be used to uncover even more opportunities for increased efficiency. - **Increase employee satisfaction - **Deskless workers struggle to feel connected to and supported by their organization when they aren’t given the right tools and resources. This can end up costing your business—in fact, disengaged employees cost U.S. companies up to [$550 billion a year](https://www.hrdive.com/news/study-disengaged-employees-can-cost-companies-up-to-550b-a-year/437606/). But when you give mobile workers the means to work productively, it gives them a sense of autonomy and impact, which translates into motivation to help your company succeed. Powerful tools with easy-to-use functionalities (for collecting field data, communicating with colleagues and customers, accessing job and schedule details, and more) decrease disconnectedness and boost efficiency and satisfaction. And when the employee experience is positive, mobile workers are more fulfilled and likely to serve customers with enthusiasm. Productive employees are [ satisfied, engaged employees](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) who are equipped to [exceed customer expectations](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). But how does leadership know that they’ve empowered their field service workers to become more productive beyond measurements of revenue? It’s crucial to accurately [measure just how productive](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) your mobile workers are in the field, so make sure you track the key metrics that provide those deeper insights, like: - Services delivered over a given period of time - Number of repeat visits - Amount of overtime logged - Number of jobs assigned to and completed by each worker - Significant deviations in [utilization](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/) and rework percentages - Time on the road and schedule adherence - Customer satisfaction (through scheduling rate and time-to-first-contact) ## Barriers to Productive Field Service Workers Dispersed workforces, workflow bottlenecks, and disparate systems can all prevent companies from achieving the business outcomes they desire. These barriers are often the result of the [weak processes and inadequate tools](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) and can impede efficient and effective work. They’re part of a broader set of [productivity challenges faced by many mobile workers](https://www.skedulo.com/blog/the-history-of-deskless-productivity/): - **Lack of real-time communication - **It’s difficult—if not impossible—for workers to remain productive in the field if they don’t have access to real-time communication. In an effort to arm their deskless workers with technologies for support, many organizations have unwittingly placed further burden on their shoulders. They’ve implemented myriad, fragmented tools that require field workers to shuffle between multiple apps to receive information, communicate with the back office, and update customers. Deskless employees are forced to use email, text messages, phone calls, and other communication tools throughout the day, which is both frustrating and time-consuming. This also presents a risk in terms of [customer experience](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/). If a mobile worker misses a text notifying them that a job was cancelled, for example, they might waste time traveling to an appointment that no longer exists. Miscommunications like this are quite common and can negatively affect both productivity and customer perception. - **Poor time management - **Field workers have complex schedules that require them to travel to multiple job sites, track the time spent on a job, and gather field data. This is a lot to juggle, especially if they don’t have a single tool that optimizes the process. They might underestimate the time it takes to complete a job or to travel from one customer to the next, which impacts the number of customers they can serve (and [how well they can serve them](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/)). They must properly track all of their time, which is cumbersome if they need to travel back to the office at the end of the day to input their hours into a timesheet or time-tracking system. It’s also error-prone and inhibits productivity for both field workers and back-office employees, who then have to manually audit and correct those hours. - **Repetitive and manual tasks - **Traditional [field service management](https://www.skedulo.com/learn/field-service-overview/) is riddled with repetitive, manual tasks, like time tracking, scheduling, dispatching, and data collection. These outdated processes create functional delays and are susceptible to costly mistakes. Staff schedulers must spend valuable time matching the right employees to the right jobs (based on skill set, preference, location, and more), and field workers must duplicate data collection and entry efforts once they’ve returned to the office. The time spent on these burdensome tasks is the same time that could be spent serving more customers or focusing on higher-impact initiatives. ## How Field Service Management Software Increases Productivity A disjointed approach to technology solutions for your deskless workforce makes it complex to ensure and measure productivity. But by implementing the right technology, you can set your field workers up for success. Field service management software and mobile apps are tools designed with the unique challenges of fixed-location, deskless, and blended workforce in mind. Modern field service solutions help [increase efficiency and boost productivity](https://www.skedulo.com/blog/5-secrets-of-a-more-efficient-mobile-workforce-management-platform/) with tools for centralized communication, intelligent job matching, data collection and analysis, and [integration with existing systems](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) (e.g. CRM, payroll, HR system, etc.). It’s important to note that not all field service management software is equal: some offer basic functionalities while others feature more dynamic capabilities for support. When you [leverage the right tool,](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) you can reap some distinct advantages that drive productivity for your employees: ### Gain Visibility With Time Tracking Tools [Workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) is challenging when you have employees who complete their daily work outside of the office. Robust field service management tools track deskless workers’ current locations, travel, where they’re headed, potential delays, arrival time, and time spent on each job, so you’re never left in the dark. With one centralized app, workers can avoid the painstaking (and error-prone) chore of manually tracking their time and entering it into a separate system at a later time. This information is instead tracked in real-time and paints a detailed picture of productivity highs and lows over an appropriate period of time. Things like gaps between time spent completing a job vs. arrival and departure time, travel time, response time, and more are automatically tracked. With that kind of visibility into workforce activities, you can tweak processes and address specific issues to boost overall productivity moving forward. ### Make the Most of Employee Time with Scheduling Tools Manual scheduling using inflexible tools (like spreadsheets) is an outdated, time-intensive process that can negatively impact [workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) and staff productivity. Intelligent field service management software includes tools that [automate scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) for complete transparency. These types of solutions enable staff schedulers to [build schedules](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) based on employees’ certifications, locations, preferences, and more, and offer real-time updates and communications to make sure nothing falls through the cracks. Field and back-office workers can access up-to-date schedules from both their desktop and mobile app, so they’re always in the know, regardless of where they are. Instead of being held up by the workflow bottlenecks caused by manual scheduling, they can instantly collect, update, and access key information while they’re on the job—allowing them to focus on remaining as productive as possible. ### Make Changes on the Go with Streamlined Communication Traditional methods of communication simply don’t work when you’re managing a blended workforce. Deskless workers need constant updating on customer details, new or cancelled appointments, company resources and news, and more. If they have to check several disjointed tools (like email, text messages, and phone calls) to access this information, they’re likely wasting time that should be spent serving customers. The communication tools offered by modern field service management software centralizes all of these updates in a single place, so everyone in the office and the field has real-time access at all times. Some tools even enable that same real-time communication with customers, so field workers can update them on arrival times or notify them of any delays. This empowers your entire workforce to operate at maximum productivity without sacrificing the total preparedness required to [deliver excellent customer service](https://www.skedulo.com/events/webinar-customer-experience-future-work/). ### Optimize Routes for More Effective Days Deskless workers face the unique challenge of having to travel to complete their work, which is sometimes a balancing act in terms of logistics and other influencing factors (e.g. traffic, weather, last-minute appointment changes, etc.). Even if they plan ahead to the best of their ability, their productivity is still limited by these ever-changing elements. Finding the best route to any given job is a time-consuming feat if field workers have to toggle between their work and navigation apps. And if the two aren’t connected, they risk late arrivals or accidentally accepting a job they can’t realistically travel to on time. It’s an unnecessary headache (and a threat to productivity) for already-busy deskless workers. But by leveraging a field service management tool that automatically identifies, shares, and updates the best route in real-time, mobile workers can take the guesswork out of the equation. They can confidently travel from one job to the next without spending time switching between apps, double-checking logistics, or—even worse—being distracted by these details while on the road. And if they’re using a tool that offers optimized routing as a built-in feature, they can rest assured that they’re not overbooking themselves or accepting jobs at a location they can’t actually reach on time. ### Collect Data to Improve Reporting Data collection is an absolutely essential part of a successful field service operation, but it can also be tricky without the right tools. If your deskless workers use paper forms or a disjointed app to capture field data, they’re likely wasting time and duplicating data entry efforts when they return to the office. Proper data collection improves reporting, which helps to optimize workflows, uncover business insights, and identify areas for productivity improvement. A strong field service management solution is capable of capturing, syncing, and connecting data from [multiple systems](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) to build actionable reports. They put the power of easy data collection in the hands of deskless workers with a mobile app that enables real-time data entry and automatically syncs with systems of record. That way, you always have accurate, actionable data to inform decisions for streamlining operations and boosting productivity. ### Free Up Time with Automation [50% of business leaders](https://www3.weforum.org/docs/WEF_Future_of_Jobs_2020.pdf) say they plan to accelerate the automation of repetitive tasks within their organization. It’s no wonder why, as automation technology eliminates the time-consuming, mundane tasks that prevent efficiency and growth. With so many businesses making the switch as part of their broader [digital transformation initiatives](https://www.skedulo.com/blog/digital-transformation-and-mobile-workforce/), it’s likely that those who choose not to will struggle to remain competitive. Automation is particularly useful for managing field service operations, which include getting the right worker to the right job, providing deskless workers with all the necessary information to complete that job, and transferring details from the field to the back office. In the past, this required multiple tools, spreadsheets, and even paper documents; all leading to operational inefficiencies, human error, poor time management, and [superfluous costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/). Next-generation field service management solutions offer automation for work order management, dispatching, scheduling, and more. Back-office employees can immediately generate work orders and send them to deskless workers on their mobile device, with all the details they need to get the job done right the first time. Staff schedulers can ensure they’re always pairing the right mobile worker to the right job, based on certifications, skills, location, and preference. Schedulers can even see real-time locations and current job statuses to make informed scheduling decisions for incoming appointment requests. Tasks that might have previously taken hours—like tracking down field workers, searching for information on their skill sets, and reassigning work, when needed—takes mere minutes or seconds with an automated solution. That frees up valuable time for both back-office employees and deskless workers to focus on more important tasks, like serving more customers. ## Enhancing Efficiency with Deskless Productivity Software In order to maintain, measure, and, ultimately, improve the productivity of your mobile workforce, you need the right tools to help overcome common challenges. As the [field service industry evolves](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/), powerful technology is a must-have in the fight against the inefficient processes, workflow bottlenecks, and fragmentation that threaten your competitive edge. [Skedulo’s deskless productivity software](https://www.skedulo.com/platform/) was built with a blended workforce in mind. It offers tools that eliminate the need for disparate apps and fully supports your deskless workers with a single, robust solution. Learn more about how intelligent, mobile-first deskless productivity software can help your [blended workforce increase efficiency](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/field-service-management-technology/" type: "blogPost" title: "5 Competitive Advantages of Field Service Management Technologies" author: "Bartek Woroniecki" date: "2023-09-16" description: "Modern field service management technology can boost your team’s efficiency and revenue. Learn about new tools and strategies for implementation." lastmod: "2023-09-21" --- # 5 Competitive Advantages of Field Service Management Technologies Published September 16, 2023 · Updated September 21, 2023 · By Bartek Woroniecki · 9 min read The field service industry is undergoing a structural overhaul. Old trends (like manual data entry and block scheduling) are no longer enough to keep up with customer demands and the news standard of efficiency in the industry. A failure to adapt may cause decline in customer relationships, employee satisfaction, and—ultimately—revenue. Digital transformation is the driving factor in the development of businesses, particularly in field service management (FSM). New and emerging technologies are transforming the landscape as a whole, and it’s up to operations managers to stay informed, implement new business models, and stay ahead of the competition. Here, we’ll bring you up to date on emerging FSM technologies, explain their advantages, and outline how best to implement these innovative tools. ## Field Service Management Technologies [Field service management](https://www.skedulo.com/learn/field-service-overview/) technologies will play a crucial role in the viability of businesses over the next few years, as sophisticated tools help deskless employees increase the efficiency and impact of their work. Organizations across every industry are adopting tools that help them [boost their digital maturity](https://www.skedulo.com/blog/8-field-service-management-trends/), and those in the field service industry are no exception. FSM technologies are tools that empower [field workers](https://www.skedulo.com/blog/field-workers/) to deliver consistent, high-quality products and services to their customers, often by automating otherwise manual tasks. The right FSM tools are purposefully built with the deskless workforce in mind, and solve the unique challenges that field workers face. They remove the operational barriers of conducting field work and enable more productive, effective field service delivery. Today’s field service technology can be grouped together into several categories, based on the specific business challenges they aim to solve, their primary functions, and key benefits. ### Digital work order management Digital work order management tools provide the basic functionalities required for effective field service work. They help companies track, manage, and execute on all of their maintenance requests. They also enable them to simplify the work order and maintenance processes, especially those with a large field service workforce. Digital work order tools provide real-time updates into the status of a business’s work orders to ensure everything gets done in a timely manner. Workers use them to check and update the progress of their work, evaluate their inventory, and review asset warranties, so they don’t waste precious time digging for relevant information. Simple work order management software and computerized maintenance management systems (CMMS) both fall into this category. ### Route optimization and management Route planning and management tools help schedulers and dispatchers optimize field workers’ travel. They enable them to schedule the maximum amount of jobs throughout the day by getting technicians to each appointment as quickly and safely as possible. These technologies also help teams deal with the external factors that plague field service delivery (like weather, traffic, construction, etc.). This saves them time and money by cutting down the time field workers spend on the road, as well as associated travel expenses. It also means they’re able to serve more customers at a faster pace, and are empowered to focus on their customers instead of getting to the next job on time. [Route optimization](https://www.skedulo.com/blog/routing-scheduling-software/) and management tools include navigation apps (like Waze and Google Maps), as well as more robust tools that map out the day’s travel routes and update them in real-time, and are centralized with other critical work information. ### Automated scheduling software [Automated scheduling software](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) takes all the time-consuming, error-prone guesswork out of manual scheduling practices. Instead of using a whiteboard, email, spreadsheets, and online calendars, automated tools take all your business constraints and priorities into account to instantly generate optimized schedules. These technologies match the right worker to the right job (based on skill sets, certifications, location, availability, and more), and offer optimized route management. They also provide real-time schedule updates for staff schedulers, field workers, and even customers (in the form of accurate arrival time windows). Plus, automated tools enable more effective [maintenance scheduling programs](https://www.skedulo.com/learn/preventive-maintenance/), since they easily handle scheduling complexities and multi-layered workflows.Some tools even offer dynamic messaging for streamlined communication between the back office, deskless employees, and clients, so nothing falls through the cracks. ### Digital and self-service tools Customers expect service when and where they want it, and often prefer to schedule their own appointments. Digital and self-service tools allow them to do so through account portals or mobile- and web-based platforms. They can instantly see real-time availability and schedule appointments based on their own requirements and preferences, then modify or cancel them if needed. Self-service also extends to FAQ pages and content (like a knowledge base, help center, on-site chatbots, etc.), which help customers quickly find answers to their most pressing questions. ### Remote collaboration tools Deskless workers don’t have the luxury of being able to communicate and collaborate with their colleagues throughout the day in-person at the office. This can lead to disengagement and issues in miscommunication; and since 80% of remote workers report feeling more excluded than their in-office counterparts, field service organizations should prioritize investing in tools that keep them engaged. Mobile-first FSM collaboration tools help deskless workers better communicate with both their coworkers and their customers while in the field. They offer real-time updates and streamlined, centralized communication, so they don’t waste time and energy toggling between various apps (e.g. Slack, email, tech massages, phone calls, etc.) to find and share the information they need, ask for help, or get the job done right the first time. Some collaboration tools can even enable field workers to help customers remotely troubleshoot to fix simpler issues, saving both time and the cost of traveling to a client site to remedy a problem. ## 5 Competitive Advantage of Implementing FSM Technologies Successful field service organizations know that the right technologies are the backbone of their deskless workforce. By implementing strong tools, your business can reap these 5 [key benefits](https://www.skedulo.com/blog/roi-of-field-service-management/): ### 1. Increased productivity Automated scheduling, fully optimized routes, and quick and accurate data collection, storage, and access all [increase your team’s productivity](https://www.skedulo.com/blog/field-service-management-software-productivity/). The right FSM tools help you gain real-time insights into your deskless workforce, so you can make quick decisions that eliminate workflow bottlenecks and boost efficiency. With these vital capabilities at their fingertips, staff schedulers and dispatchers can get the right person to the right job at the right time (and every time), so they can serve more customers throughout the day. They no longer rely on manual processes that hinder their ability to focus on higher-value initiatives, and can [maximize operations](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/) for a more productive business. ### 2. Increased equipment lifetime Powerful field service technologies enable better maintenance programs by removing the operational barriers that make regular, routine maintenance tricky to execute on a consistent basis. By helping your team track, manage, prioritize and act upon all maintenance activities, they allow you to increase the lifetime of your equipment. Instead of facing constant break/fix scenarios, your team can easily schedule and conduct recurring maintenance on individual parts to avoid larger, more costly breakdowns; which diminish the lifetime of your assets. These tools enable you to see when every piece of equipment needs inspection or maintenance, so you can always ensure everything is in proper working order. ### 3. Increased customer satisfaction [Customer expectations are on the rise](https://www.skedulo.com/resources/evolution-of-home-services-residential-contractors/), and field service organizations need to prioritize personalization, speed, and responsiveness within their operations, or risk driving clients into their competitors’ arms. You can meet (or even exceed) these expectations by delivering consistently excellent [customer experiences](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). The right FSM technologies help you gain transparency into every part of your field service operation, making it easy to understand where you need to improve. They help you build a stronger, more effective scheduling and dispatching process, so customers always know your field workers will arrive on time, well-prepared, and ready to complete the job. Sophisticated tools also help you improve maintenance practices to meet your service-level agreements (SLAs) every time, leading to [happier, more confident customers](https://www.skedulo.com/blog/field-service-customer-satisfaction/). They even streamline billing cycles, as they enable faster, more efficient work and accurate customer and job information (thanks to [mobile data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) capabilities). ### 4. Greater communication across departments Cross-departmental communication can be difficult for field service organizations, wherein a large portion of their employees conduct their work outside of a traditional office setting. While arming your field workers with a whole slew of communication and collaboration apps will just muddy the waters and cause frustrating chaos—and prevent them from sending and receiving updates when they most need them—modern FSM tools centralize everything in one place. Data from every department is connected, too, so every team is always working from the same up-to-date, shared information for a truly cohesive operation. ### 5. Increased profits More efficient scheduling, [dispatching](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/), routing, inventory management, and communication all mean reduced overhead costs. This translates into better employee benefits, lower service costs for customers (a competitive advantage on its own), and, in turn, a better profit margin. The workforce visibility gained from these technologies helps operations teams understand what’s going on in the field at any given moment, so they can easily identify patterns of high and low customer demand to avoid costly overstaffing. Tools that empower field work also improve employee satisfaction, so the business can better retain their workforce and avoid the [high costs of turnover](https://www.skedulo.com/blog/why-are-people-leaving-deskless-work-and-what-can-you-do-about-it/). ## How To Utilize Field Service Management Technologies Any FSM technology a company chooses is only as good as its implementation, so be sure to follow these best practices for correctly utilizing new and existing tools: ### Choose the right tools Instead of investing in every shiny new tool that comes around, organizations should only use technologies that solve actual business problems. [Not all field service management technology is built equally](https://www.skedulo.com/blog/field-service-management-software-checklist/), and thus not every tool has the capabilities your business needs to gain a competitive edge. Instead of cobbling together single-point applications, look for a holistic FSM solution that helps you manage the complexities of your workforce in a single, centralized location. Before you invest in a tool, take stock of what your team needs to be empowered to do their best work. They likely need tools that help them communicate with one another and their customers, technology that streamlines the scheduling process, an app for optimized routing, and a system for easy [field data collection](https://www.skedulo.com/blog/improve-field-data-collection/). As you evaluate your options, try to find a solution that offers all of these capabilities in one. It’ll help your team maintain their efficiency without sacrificing functionality. Plus, it’ll make adoption across the team a breeze, since they won’t be forced to learn how to use 20 different tools. ### Integrate your systems Your FSM solution isn’t the only thing your business needs to succeed. You also rely on your existing tools (like your HR platform, finance software, CRM, payroll system, and more), but if these systems aren’t connected, you’ll likely face mounting data silos and workflow bottlenecks. Make sure your FSM tool(s) connects with your other critical systems so that everything runs like a well oiled machine. This will save time in data re-entry and will help you generate interoperable data to uncover key business insights. In turn, you can [streamline your operations](https://www.skedulo.com/blog/field-service-management-best-practices/), reduce costs, and find otherwise unnoticed opportunities for improvement and growth. ### Track your analytics [Tracking and measuring your KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) is crucial for identifying inefficiencies and outperforming your competitors. It’s also difficult with manual processes and tools, so make sure you use FSM technology that bridges the gap. The right tool can collect, collate, and communicate data in a way that’s easy to understand, so you can continuously improve your strategy. Modern FSM solutions can also generate actionable reports that tell you how your team is currently performing, how trends have changed over time, and how to course-correct the negative trends before they become larger problems. ## Powerful FSM Software for a Competitive Operation As you build and execute your digital transformation strategy, your field service organization needs tools that keep them ahead of the curve. The right FSM technologies can help your business ensure efficient scheduling, optimized routing, better collaboration and communication, and improved maintenance—all for increased customer satisfaction and a healthier bottom line. [Skedulo’s Field Service Management Solutions](https://www.skedulo.com/product/field-scheduling/) help businesses optimize their operations for scalable growth. With tools for automated scheduling and dispatching, intelligent job matching, route optimization, easy field data collection, and seamless communication, Skedulo can help your team thrive in today’s field service industry. Learn more about [how to master the field service evolution](https://www.skedulo.com/resources/how-to-master-field-service-evolution/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/field-service-management-trends/" type: "blogPost" title: "Top Seven Field Service Industry Trends" author: "Laura Przybek" date: "2023-07-19" description: "Organizations must understand and adapt to the key trends shaping today’s field service industry. Learn the impact of modern technologies and why they matter." lastmod: "2023-07-19" --- # Top Seven Field Service Industry Trends Published July 19, 2023 · By Laura Przybek · 6 min read As the field service industry evolves, so must the organizations that comprise it. In order to boost their growth and profitability, field service companies should stay abreast of the technologies and trends that shape their ability to deliver competitive products and services. Ever-increasing customer expectations, the [rise of millennials](https://www.forbes.com/sites/forbestechcouncil/2018/06/28/meeting-millennial-expectations-in-these-four-areas-of-technology/#7dd2d91f4ffc) in the workplace, climbing labor costs, and the near-constant advancement of technologies all threaten an organization’s viability: those without modern strategies, tools, and processes in place won’t survive. And since [86% of customers](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) are willing to pay more for a great experience, businesses can’t afford to rising expectations. Here, we’ll take a look at the seven major trends impacting field service companies, employees, and customers today, arming you with a better understanding of what’s contributing to field service success, enabling you to adapt your business to thrive. ## 1. Cloud-based Technologies for Workers 80% of the [workforce is deskless](https://info.skedulo.com/rs/960-CDH-700/images/State-of-Deskless-Work-Report-2022_Skedulo.pdf): workers now spend the majority of their time traveling and operating in the field. You need [the right technology](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) and infrastructure in place to give your teams the flexible work conditions and strategies they need to work remotely. Cloud-based technologies enable [field service workers](https://www.skedulo.com/blog/field-workers/) to instantly access and update data, communicate with colleagues and customers, and handle last minute changes without missing a beat—regardless of location. Field operatives can now work from an intelligent field service management cloud app that unifies everything they need in a single place. Meaning less time toggling between various disconnected apps and more time focusing on their customers. The ability to work remotely through secure, cloud-based tools boosts an entire team’s [productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/), as employees have up-to-date access to all the information they need to complete a job (like customer details, job history, and equipment manuals). Cloud-based technologies and mobile apps allow employees to work from anywhere without dated technology slowing them down. Organizations that leverage them as part of their work environment can better attract, engage, and retain their top talent. ## 2. Training for Technicians To properly deliver their company’s products and services, field workers must have a detailed understanding of proper protocols, policies, and procedures. This is crucial for a myriad of business components, including meeting compliance standards, correctly following installation guidelines, [ensuring safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/), and more. It’s also essential for [meeting (or exceeding) high customer expectations](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) in an efficient and consistent manner. Many field service organizations have adopted robust training programs to help improve workers’ hard and soft skills. Regular [onsite training](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-onsite-training/) empowers workers to use their business’s professional policies, processes, and tools to their full advantage, so they can always deliver an awesome customer experience. [93% of employees](https://www.ipsos.com/sites/default/files/ct/news/documents/2018-02/axonify-workplace-training-survey-pr-2018-02-20.pdf) say that well-planned training programs positively impact their engagement levels, and highly-engaged teams show 21% greater profitability; so offering robust, ongoing training can lead to both [greater retention and ROI](https://www.skedulo.com/blog/roi-of-field-service-management/). ## 3. Augmented/Virtual Reality Augmented reality (AR) and virtual reality (VR) are beginning to take many industries by storm, and field service is no exception. These technologies integrate real-world field service scenarios with interactive, computer-generated or adjusted environments to enable risk-free job training. For example, field workers may use AR or VR to practice equipment installation, part repairs, or even customer communication. Teams can also use devices and applications to visualize and identify potential problems (e.g., product design flaws) before they actually reach a customer. This means technicians can arrive at customer sites fully prepared with essential parts, tools, and knowledge to complete the job on the very first visit. ## 4. Predictive Maintenance for IoT Predictive maintenance uses the [Internet of Things (IoT)](https://comparesoft.com/field-service-management-software/iot/) to connect devices in the field and notify providers or customers when there is a potential issue. This approach takes [preventive maintenance](https://www.skedulo.com/learn/preventive-maintenance/) to the next level to enable even greater oversight and predictability over field equipment. By 2025, there are expected to be [497.3 million active smart home households](https://www.statista.com/outlook/dmo/smart-home/worldwide) globally, which illustrates the unbelievable opportunity for field service companies to leverage predictive maintenance tools and strategies. Investments in IoT devices help field service organizations and workers easily collect and process data. That data is used to gain actionable insights that improve operations and customer experiences. Predictive maintenance creates a hypothesis, then builds data models around it. The models then detect anomalies and predict equipment failures before they even happen. IoT devices also alert field workers when components fall outside of certain parameters in order to act swiftly and avoid larger service interruptions. It’s a competitive approach that field service organizations should consider utilizing to anticipate customer needs, personalize client interactions, and reduce downtime. ## 5. Use of Advanced Technologies Field workers act as the backbone of field service organizations, and businesses who recognize their worth should empower them to focus on high-value tasks. That’s why many companies have invested in advanced technologies, like artificial intelligence (AI) and machine learning (ML) to help their workforce become even more efficient and productive. Field service companies can use AI-backed tools to optimize routes for field workers, [instantly build intelligent schedules](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), and [dispatch employees with ease](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/). AI is also valuable for solving business challenges—like maximizing output without hiking up costs—by automating time-consuming, manual, and repetitive tasks. As your field service operations scale, AI and smart algorithms can help you drive efficiency and optimize service delivery while still maintaining a personalized, human touch with customers. ## 6. Increased Customer Self-Service Many field service businesses are implementing tools with self-service capabilities. Self-service allows customers to schedule technicians for certain times, provide detailed feedback, and communicate their preferences or concerns. They can instantly see real-time availability and book or modify appointments in a way that’s convenient and easy. Plus, customers can access up-to-date technician arrival times so they’re not left waiting around all day for service. Customer self-service can also create a community around a particular product or service if an organization is willing to develop content or other specific resources. FAQ pages, knowledge bases, help centers, on-site chatbots, and more can help customers find and share answers to their most pressing questions without adding to the load of already-busy customer support teams. ## 7. Tools for Technicians There are many tools available today to help boost technicians’ efficiency, but the most successful field service organizations choose the technologies they use discerningly. Instead of investing in a whole slew of disjointed tools that promise greater productivity, companies now adopt end-to-end platforms that offer integrated, holistic solutions for their field workers and desk-based employees alike. The right software should support field workers wherever they are (even offline), and should allow them to access everything they need to complete their job from a single app. Instead of switching between communication apps (like Slack), text messages, phone calls, or their work management platform, dynamic technologies offer the same functionality in one user-friendly place. Competitive teams invest in tools that improve efficiency with: - **Dynamic scheduling and dispatch**, which allows managers to optimize schedules and reassign tasks as needed. - **Contactless field service support **to enable field workers to complete tasks without the presence of a customer. That way, they can act to quickly limit their in-person interactions, and still provide exceptional customer service. - **Automated processes** that save employees from spending time on redundant, clerical tasks—a process that’s otherwise time-consuming and error-prone. ## Powerful Software for a Brighter Field Service Future As your field service organization scales in the face of fluctuating trends and the constraints of reality, finding the right processes and tools is critical. To stay ahead of the curve and ensure a successful operation, your team needs intelligent [field service management (FSM) technologies](https://www.skedulo.com/blog/field-service-management-technology/). [Skedulo’s Field Service Management Solutions](https://www.skedulo.com/product/field-scheduling/) help businesses streamline operations for greater workforce efficiency and satisfaction, superior customer experiences, and maximum output. With cloud-based tools for automated scheduling and dispatching, route optimization, real-time communication, and more, Skedulo can help your field service operations thrive. Learn more about [how to master the field service evolution](https://www.skedulo.com/resources/how-to-master-field-service-evolution/), or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-mobile-solutions/" type: "blogPost" title: "The Impact of Mobile Solutions on Field Service Operations" author: "Craig Panigiris" date: "2022-07-01" description: "Mobile field service solutions drive efficiency, profitability, and growth. Learn why your business needs one to optimize its workforce operations." lastmod: "2022-07-01" --- # The Impact of Mobile Solutions on Field Service Operations Published July 1, 2022 · By Craig Panigiris · 11 min read There’s no doubt about it: The field service industry is transforming. Rising customer expectations, labor shortages, ever-evolving technology, and increasingly complex work have changed the way field service organizations must manage their operations. The field service market itself is expanding to include a wider array of businesses—from manufacturing, to healthcare, to education, to hospitality, and beyond—and companies that deliver their services in the field must adapt to remain competitive. Many have adopted promising technologies in an effort to keep up, but they still struggle to achieve the operational efficiency required for success. They’re hindered by issues in scheduling and dispatching, communication, routing, field data collection, and more; and they just can’t seem to optimize their processes for sustainable growth. So how can field service organizations overcome these obstacles that threaten their ability to improve both efficiency and revenue? Modern businesses have started leveraging sophisticated, mobile-first technology solutions that boost worker productivity, eliminate operational barriers, and empower workers to consistently deliver exceptional customer experiences. ## Why Field Service Organizations Need Mobile Solutions Despite the various innovations designed to make day-to-day operations easier for managers, field workers, and even customers, many organizations still contend with several pain points. This is especially true for field service businesses that attempted rapid [digital transformation](https://www.skedulo.com/blog/6-ways-digital-transformation-can-truly-support-your-deskless-workforce/) in the wake of the [COVID-19 pandemic](https://www.skedulo.com/blog/2020-state-of-work-report-defining-a-new-normal-amid-covid-19/). They’ve adopted various shiny new technologies intended to better support their [field service operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), but many of those tools have fallen short of expectations—particularly if they were implemented without a well-planned strategy. Now, field service organizations across every industry are held back by inflexible solutions that don’t meet the needs of their deskless workforce or the expectations of their customers. They’re faced with [several common challenges](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) that inhibit their field service operations, including: ### Outdated operational technology Field work is inherently different from the work that’s performed in a traditional, office-based setting. Sure, there are technology solutions that can close some of the operational gaps between back-office employees, field workers, and customers, but they’re simply not built with the specific needs of the deskless workforce in mind. In fact, [72% of executives](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) claim that worker productivity is negatively impacted by their technology. To overcome this challenge, some businesses have cobbled together several single-point solutions: One for communication (like Slack), one for scheduling (like spreadsheets or Google Calendars), one for managing internal resources (like an [ERP system](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/)), one for managing external relationships (like a CRM tool), and myriad others. More often than not, these tools don’t offer the seamless, holistic integration that’s needed to break down silos or generate interoperable data for intelligent business decisions. For a field worker, this usually means toggling between several apps throughout the day to send and receive updates, check and adjust their schedule, capture customer and job details, and find the best route to their next appointment. They [collect data in the field](https://www.skedulo.com/blog/improve-field-data-collection/), and must then return to the office to re-enter that data into a central system of record. It’s time-consuming, inefficient, frustrating, and error-prone, as valuable data is often lost or duplicated. Traditional, outdated tools create different sources of truth, which result in conflicting or confusing information. And if any single tool fails, it can throw both customer and employee satisfaction off kilter. Plus, the organization can’t understand or improve its field service operations if its systems don’t offer a unified view into what’s working and what’s not. ### Complicated, manual scheduling At the heart of any successful field service operation is a [strong scheduling process](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/), but many teams still don’t have the right tools for support. They rely on [manual tools](https://www.skedulo.com/blog/) (like spreadsheets, online calendars, or even whiteboards) to book customer appointments—but this approach is complex and burdensome for already-busy staff schedulers. [Field workers](https://www.skedulo.com/blog/field-workers/) each have different roles, responsibilities, certifications, and skill sets, and manual scheduling just can’t handle the multi-faceted nature of matching the right person to the right job or understanding availability versus demand. Job requirements and histories, travel times, customer and worker preferences, and other key scheduling considerations are neglected if staff schedulers can’t easily track and manage them. Manual scheduling also doesn’t enable deskless workers to access up-to-date scheduling details or adjust appointments while in the field, so any last-minute changes impact productivity or customer satisfaction. If a customer reschedules while the field worker is already on their way, for example, they’re likely to show up to an appointment that no longer exists. This means wasted time that could have otherwise been spent booking and traveling to another available appointment. It’s a frequent issue for teams that lack sophisticated, real-time scheduling tools, and the inefficiencies ultimately negatively impact the company’s bottom line. ### Lack of real-time updates Deskless workers don’t have the luxury of peering over a cubicle wall or meeting their colleagues at the watercooler to share and receive essential updates. If your organization doesn’t enable them with tools that give them real-time, instant access to job details, customer history, updated schedules, required forms, and other key information (regardless of where they are), then you can’t expect them to be fully prepared to [delight your customers](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). Without seamless access to real-time updates in the field, mobile workers spend copious amounts of time shuffling between fragmented tools to find relevant information, and less time focusing on what really matters: The customer. And if the tools they use don’t offer offline access in locations with limited or no cell reception, they may not have what they need to complete the job correctly the first time around. Real-time data capture abilities are equally important, but many teams still don’t have the proper tools for seamless collection. This can lead to issues in proof of service and risk mitigation, as well as [employee safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) (e.g. access to safety checklists and safety alerts to management), which are all crucial to compliance, company brand and reputation, and efficiency. ### Increased volume and complexity of work Many field service organizations—particularly those in [healthcare](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/)—are dealing with high volume scheduling and increasingly dynamic and complex work environments. But those that are ill-equipped to manage complex scheduling scenarios can’t keep up with operational factors that accompany the associated challenges in real time. The needs of a field service workforce extend far beyond the capabilities of manual or outdated tools, particularly as customer demand rises and the business scales. [92% of organizations](https://www.skedulo.com/resources/the-state-of-deskless-work-q4-2021-research-report/) say their work is regularly canceled or rescheduled, distributed across various locations, and composed of many different types of work (each requiring a specific set of worker skills, formal certifications, and attributes). [Blended workforces](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/) result in a vast array of scheduling factors and nuances, and inadequate tools only increase the margin for error. From the field workers’ perspective, insufficient processes and tools generally mean manually logging hours, a lack of autonomy, and unstable or unreliable schedules; all of which negatively impact productivity and satisfaction. For the organization (especially staff schedulers), it’s extremely difficult to keep tabs on fluctuating customer demand and worker availability, skill set, location, and job progress. Thus, scheduling is an inefficient, laborious process that becomes even more of a headache as the company grows. ### Changing workforce [80% of the global workforce](http://desklessworkforce2018.com/) is now deskless, and within that giant category of workers are countless ever-evolving factors that complicate operations. Flexible work schedules, blended workforces, an increase of millennials in the workplace, and [rising labor costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/) make it difficult for field service organizations to maintain productivity and efficiency. What’s more, businesses must also deal with an aging workforce: As highly-skilled individuals age out and retire, they must find qualified replacements. Those who retire take with them institutional knowledge and a deep understanding about organizational processes, customers, business initiatives, and more. To offset these departures and ensure that when veterans leave, all the knowledge doesn’t go with them, companies must standardize and simplify their processes and tools. User-friendly tools and streamlined processes are also crucial for attracting those new, qualified field service technicians. By 2030, [75% of the U.S. workforce](https://www.wired.com/insights/2013/08/the-rise-of-the-millennial-workforce/) will be millennials, who are the first generation to have grown up with technology. They [expect the tools](https://www.forbes.com/sites/forbestechcouncil/2018/06/28/meeting-millennial-expectations-in-these-four-areas-of-technology/#7dd2d91f4ffc) they use at work to make their jobs easier, and will jump ship if their expectations aren’t met. [Labor shortages](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/) mean highly-skilled field workers have the upper hand when it comes to choosing an employer, so organizations need competitive ways to find and retain that top talent—or risk losing out on a highly experienced workforce. ## The Competitive Advantage of Integrated Mobile Field Service Apps Because the challenges of managing and optimizing field service operations are unique, solving them requires technology that’s purposefully built to address both the needs of deskless workers and customers alike. A robust, mobile-first field service management solution can eliminate the operational efficiencies that inhibit an organization’s success. ### Intelligent, automated scheduling and dispatching [Automated scheduling and dispatching technology](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) optimizes the process using AI, so workers are instantly matched to the right job every time. These tools can handle complex, high volume appointment bookings and quickly generate a schedule that reflects the business’s priorities. They eliminate the guesswork and heavy lifting that plague manual scheduling processes, which means fewer missed appointments, more optimal allocation, and [happier employees](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) and customers. Instead of scrambling to accommodate last-minute changes or reach workers in the field to update them on their schedules, staff schedulers can simply input relevant information (e.g. time, location, skill set, and other inclusion/exclusion criteria) into the system and receive real-time recommendations. Deskless workers can access and modify their schedules in real-time in the field—even offline—so they never miss a beat. Mobile-first automated scheduling also means your team has the data they need to make intelligent decisions moving forward. Getting the right worker to the right job is vital for daily operations, but informed scheduling also means boosting operational efficiency and customer satisfaction. Automation allows teams to make decisions that decrease operating costs, optimize productivity, reduce errors, and [increase their bottom line](https://www.skedulo.com/blog/how-employee-scheduling-can-impact-revenue/). ### Real-time mobile notifications Instead of constantly having to check their email, text messages, voicemails, and other communication apps for updates, field workers need tools that enable real-time notifications. A mobile field service app gives deskless employees the information they need when and how they need it in a single, centralized location. Some platforms even enable field workers to choose their notification delivery method (e.g. SMS, push notification, etc.) based on their individual preferences, so they can easily receive updates without disruption. Workers can share schedules, detailed instructions, and status updates, as well as location data for seamless visibility and routing. Customers benefit from these real-time communications, too. For instance, an [internet service installation provider](https://www.skedulo.com/customers/rocket-fiber/) that uses a mobile field service management solution can provide clients with a specific appointment time, rather than an estimated service window. They can send customers up-to-date, accurate arrival times to prevent frustration and build brand loyalty. Platforms that enable real-time mobile updates also increase an organization’s [workforce visibility.](https://www.skedulo.com/blog/what-is-workforce-visibility/) When a field service technician finishes a job and marks it as complete in the system, the platform can instantly flag other customers in the area that want to book an appointment. This, in turn, improves productivity, reduces worker travel time, and increases the number of customers each employee can serve in a given day. ### Optimized routing Travel is a huge part of field service work, so deskless workers need tools that support them as they move from one job to the next. Powerful mobile tools instantly optimize travel routes within the platform, so field workers don’t have to toggle between navigation and work apps while on the road. They account for outside factors, too, like traffic, road construction, and detours, so employees spend less time traveling and more time focusing on the task at hand. ### Mobile data collection Data is king when it comes to understanding and improving your field service operation, so the ability to seamlessly [capture it in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) is a must. Your entire business hinges upon your field workers capturing customer information—including signatures, approvals, surveys, customer feedback, and other key details. With a tool that offers mobile data collection (even in areas without cell service), organizations can reduce paper waste, ensure everyone on the team has the most up-to-date, accurate information, and increase safety and security. Rather than having to gather field data while on a job, then spend time re-entering that data into a separate system of record, deskless workers can instantly sync information back to home base. This also eliminates potential manual mistakes in the field, which can negatively impact the customer experience and cause issues in productivity. Operations teams gain holistic insights into their workforce, which helps them drive strategic decisions. Instead of spending time trying to connect data from disparate sources, the platform does the heavy lifting. It unifies field data with information from other critical existing systems, so teams can easily monitor deskless work and create robust reports. This enables them to uncover inefficiencies and make meaningful improvements that increase both worker compliance and profitability. ### On-boarding and training support Mobile field service management solutions reduce manual operational and administrative tasks, which can support more efficient workforce training. As organizations seek to replace their retired workforce and attract new talent, they need simplified tools and processes that make knowledge transfer as seamless as possible. [Some mobile tools](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) are built to empower field workers with real-time communication and instant access to relevant information. Technicians can easily share ideas and updates, ask questions, and find specific documentation for each job in a single, centralized place. New employees can quickly access step-by-step job instructions and checklists, so they’re always prepared to finish the job correctly the first time. If a field service tech encounters a job they’ve never completed before, for instance, they can instantly communicate with a supervisor or mentor via their mobile device. They can also find training documentation, customer and job history, and other relevant details on the spot, so they’re never left wondering what to do next. The result is a better prepared, more confident workforce that’s ready to meet customer expectations, even if they’re new to the organization. ## Powerful Mobile Technology for an Efficient Field Service Operation Operational efficiency is crucial for field service organizations looking to remain productive and competitive. In order to scale in a sustainable way, field service teams need tools and processes that eliminate the challenges unique to deskless work—and that requires mobile-first technology. [Skedulo’s field service management software](https://www.skedulo.com/product/field-scheduling/) is built with the mobile workforce in mind. With mobile-first tools for automated scheduling and dispatching, optimized routing, seamless communication, easy field data collection, and more, Skedulo helps businesses optimize their operations to boost efficiency, customer and employee satisfaction, and revenue. Learn more about how you can [equip your deskless workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) to succeed in the digital era, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/" type: "blogPost" title: "9 Field Service Operations Management Challenges (And How To Solve Them)" author: "Bartek Woroniecki" date: "2022-01-31" description: "Successful operations management is challenging for organizations with a blended workforce. Learn how the right tools can boost visibility and profitability." lastmod: "2024-04-28" --- # 9 Field Service Operations Management Challenges (And How To Solve Them) Published January 31, 2022 · Updated April 28, 2024 · By Bartek Woroniecki · 10 min read Field service operations management refers to the processes and tools that an organization leverages to make continuous improvements and provide value, both to stakeholders (e.g. employees, customers, contractors) and the overall business. It’s essential for boosting efficiency, eliminating workflow bottlenecks, and reducing operating costs. For field service organizations, prioritizing operations management means streamlining workflows for consistent, high-quality service delivery. Achieving operational excellence is often a challenging feat for companies who use disjointed tools or processes, fail to engage their employees, or take a reactive approach to field service management. Stakeholders need to meet and exceed constantly increasing customer expectations while also balancing costs and driving profitability. To do so, they must make strategic, data-backed decisions, but they often lack the workforce visibility needed to gain those meaningful insights. ## Field Service Operations Challenges [Successful operations management](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) in field service requires complete workforce visibility. But the complexities of a [deskless workforce](https://www.skedulo.com/learn/deskless-workers/) threaten an organization’s ability to understand daily functions and how they impact broader business outcomes. This is largely due to some common challenges that field service organizations often face, including: ### **1. Information silos** Many field service companies invest in multiple, disparate tools in an effort to support [the needs of their deskless workers](https://www.skedulo.com/blog/the-history-of-deskless-productivity/). What they fail to realize is that this approach can lead to a fragmented ecosystem of tools, where each app is used for a specific function. When field workers need 5-10 tools (e.g. a scheduling system, time log, communication platform, routing app, etc.) to monitor and complete their jobs, frustration and workflow inefficiencies flourish. If these tools are not integrated, they can create different sources of truth that cause conflicting or confusing information. It’s an error-prone method, too, since failure of any one tool can cause issues in both customer service and [employee satisfaction](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). What’s more, disconnected systems don’t offer the unification required for deep, accurate insights into workforce operations. ### **2. Inefficient Scheduling** [Properly scheduling](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/) and dispatching field workers—who each have different roles, skill sets, certifications, and responsibilities—is difficult and time-consuming if you still rely on traditional, manual tools and spreadsheets. Keeping track of ever-changing appointments and matching the right deskless worker to the right job is often burdensome for already-busy staff schedulers. This process is even more cumbersome if schedulers don’t know the real-time locations of field workers or the progress of their work. Without an effective scheduling process and the right tool for support, it’s impossible to understand your field service productivity and how well your workers are meeting customer demands. Job requirements, travel times, and other key scheduling considerations fall by the wayside if you can’t instantly track and manage them. And if your [field workers](https://www.skedulo.com/blog/field-workers/) don’t have seamless, real-time access to up-to-date scheduling details or the ability to modify appointments when necessary, they risk falling short of customer expectations. Plus, inefficient scheduling causes issues in productivity, which negatively [impacts your bottom line](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). ### **3. Communication** If your deskless workers have to toggle between email, text messages, phone calls, and messaging apps to send and receive updates in the field, they’re likely wasting precious time that could be spent on higher-value tasks—like serving customers. They also risk missing crucial information in regards to scheduling changes, key job or customer details, and broader company news. If they don’t have real-time, centralized communication, they may not be able to reach someone in the field for assistance or get vital information that's needed to properly complete a job. These inefficiencies in communication can lead to a higher rework percentage or number of repeat visits, which affect [customer satisfaction](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) and brand perception. ### **4. Poor cross-team collaboration** Your mobile employees are the face of your company, and they can’t operate at their maximum potential without the support of your back-office workers. Collaboration is difficult to maintain, though, with a blended workforce—especially if each team or department uses different tools that don’t connect with one another. It’s crucial to create a culture of connectedness, as teams with higher levels of engagement show [21% greater profitability](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/#522dd49b22a0). But traditional collaboration platforms don’t offer the cross-team connectivity required for an efficient, empowered deskless workforce. Complex work often decentralizes teams, especially those who lack access to unified applications. A truly collaborative experience isn’t possible if everyone involved can’t relate to or support one another through their devices, content, data, locations, goals, and interactions. Without a collective and connected workflow, the many moving pieces of a field organization become inefficient obstacles rather than valuable assets. ### **5. Lack of data analysis** In today’s competitive field service landscape, [data is _everything_](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/)_._ But collecting, updating, and analyzing that data is sometimes a complex—albeit crucial—part of field service operations management. Collecting signatures, approvals, surveys, customer feedback, and other information from the field and consolidating that data for meaningful reporting and insights is a time-consuming, tedious task when you don’t have the right tools. Many deskless workers have to collect these details via paper forms and then manually enter them into their systems when they return to the office. If something is missed, they have to make an additional trip to the customer’s location to fix the issue or collect more information. This causes frustration, delays, and inefficiencies, and, worst of all, increases the risk of data loss and human error. If your mobile workers don’t have a tool that makes it easy to instantly capture data (regardless of where they are) and automatically syncs that data to a centralized system, you’re likely missing out on key insights that could otherwise drive operational efficiency. A process that lacks the support of data analytics prevents businesses from gaining actionable insights that can uncover workflow issues, problems in customer service, and opportunities for growth. ### **6. Reactive vs predictive maintenance** A reactive approach to maintenance is no longer sufficient for maintaining a competitive edge. As a result of the COVID-19 pandemic, more and more people are staying at home and thus relying more heavily on their home appliances and devices. By 2025, there are expected to be [497.3 million active smart home households](https://www.statista.com/outlook/dmo/smart-home/worldwide), which opens up a huge opportunity for field service organizations. Organizations that don’t adapt their maintenance approach to provide superior customer service will likely fall behind their more competitive counterparts. Reactive maintenance doesn’t enable field service teams to anticipate customer needs, personalize client interactions, or reduce maintenance downtime. Without advanced AI and machine learning technologies, field service companies can’t monitor their assets to predict faults, proactively address maintenance or upgrade issues, or alert customers when an appliance has a possible problem. This leads to a clear missed opportunity, both in terms of customer service and operational efficiency. ### **7. Changing workforce** [80% of the global workforce](http://desklessworkforce2018.com/) is now deskless, and the ever-evolving factors within that category of workers (like flexible work schedules, the [rise of millennials](https://www.inc.com/christina-desmarais/4-ways-millennials-are-changing-tech-in-the-workplace.html) in the workplace, and increasing[ labor costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/)) can make managing operations more complicated. While organizations with only full-time, salaried employees have relatively steady costs, those with a blended workforce—including full-time, part-time, contractor, desk-based, and deskless workers—face direct labor costs that are often volatile. Many field service organizations must schedule and manage technicians _and _third-party employees (e.g. specialized installers) while meeting customer needs and prioritizing worker preferences. Without modern software that optimizes scheduling to reduce overtime, automates repetitive tasks, and [streamlines processes](https://www.skedulo.com/learn/field-service-overview/), businesses can’t make the necessary operational improvements to ensure productivity and decrease costs. ### **8. Sustainability** Global business initiatives to [reduce carbon emissions](https://www.skedulo.com/blog/9-ways-companies-can-use-scheduling-technology-to-achieve-net-zero-emissions-goals/) and create a more sustainable future environment extend to the field service industry, too. Field service delivery relies on deskless workers traveling from one location to the next throughout the day and collecting key field data, which makes it challenging to reduce fuel usage, wasteful practices, and paper consumption. Transportation is responsible for [29% of the U.S.’s emissions](https://www.epa.gov/ghgemissions/sources-greenhouse-gas-emissions), and traditional, on-prem servers aren’t efficient at using space and energy; so if you don’t have an effective scheduling and dispatching process or cloud-based, environmentally-friendly tools for support, your company is likely contributing to the problem. A sustainable operation requires strong data, total [workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/), and efficient workflows. If [digital transformation](https://www.skedulo.com/blog/8-field-service-management-trends/) isn’t a priority for your organization, you’ll likely struggle to eliminate paper waste, reduce driving time, maximize office space, or decrease excess bloat in your operations and processes. ### **9. Compliance** Complying with [worker safety standards](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) should be a strategic priority for field service organizations, as proper risk management protects individuals, customers, and the business as a whole. But many companies struggle to ensure compliance, since field workers complete their jobs in mobile, third-party, and remote environments, which are impossible to control. Deskless workers face [unique health and safety challenges](https://www.ehstoday.com/safety-leadership/growing-mobile-workforce-creates-new-safety-challenges) that can threaten productivity and efficiency if handled incorrectly. Inadequate safety policies and procedures are often a result of insufficient tools. For example, some technologies don’t offer location services to pinpoint a worker’s location in case of an emergency, which is dangerous and risky. Others don’t provide instant, secure access to customer details to equip mobile workers with the information they need to maintain predictability and safety. Furthermore, deskless workers who don’t have reliable routing assistance often feel pressured while on the road to cut corners to arrive on time to their next appointment, which puts them and other drivers in danger. By failing to invest in technologies that boost both efficiency and safety, your overall compliance and operational abilities suffer. ## How Skedulo Software Enables Efficient Field Service Operations Management Leveraging the right software can help your field service organization overcome challenges in visibility and efficiency for a more streamlined operation. Skedulo’s field service management software is built to increase productivity, satisfy more customers, cut costs, and simplify workflows. Our robust capabilities offer myriad benefits for companies looking to achieve [operational excellence](https://www.skedulo.com/blog/achieving-operational-excellence/) and improve business outcomes. - **Integration of existing systems - **Deskless workers need a single, centralized tool for managing their work and remaining [as productive as possible](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/). Skedulo’s platform helps them leverage one system for scheduling, resource travel, time management, and reporting. Field employees no longer have to spend time shuffling between tools to complete their tasks or manually entering field data once they return to the office. They have everything they need to succeed in one, user-friendly app that [seamlessly integrates](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) and syncs with all of their company’s key existing systems (e.g. HR, payroll, EHR, etc.). - **Improved visibility into the workforce - **Skedulo’s robust field service management software makes it easy to visualize jobs in real-time across all stages, uncover specific job details, and match the right team member to the right job. This makes identifying workflow issues and efficiency challenges a breeze, enabling your team to make meaningful improvements backed by valuable insights. When managers understand everything that’s going on—both in the field and in the office—they can make better decisions that boost operations and support better outcomes. - **Increased work capacity & utilization with AI-powered scheduling - **[Efficient utilization](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/) and maximized work capacity start with intelligent scheduling that gets the right worker to the right job every time. Skedulo’s automated, AI-powered scheduling and dispatching system enables you to easily assign jobs based on worker qualification, location, availability, preference, travel time, job history, and more. That means getting it right the first time and avoiding the manual, time-consuming processes that impact utilization. - **Reporting and data collection - **When deskless workers can seamlessly capture data in the field with tools that sync that data back to a centralized system, operations leaders gain a complete view of activities and insights that drive strategic decisions. Skedulo’s field service management solutions connect disparate data to help teams monitor deskless work and create robust reports. Organizations that struggle to balance profitability and higher safety risks (like those in the [utilities sector](https://www.skedulo.com/industries/energy-solar/)) can gain complete oversight of operations with detailed analytics on cost and compliance. Armed with that powerful data, leaders can uncover inefficiencies and reveal opportunities for improvement—which helps them to reduce overspend and increase compliance and profitability. - **Real-time communication - **Tools that enable real-time, secure communication between field workers, back-office employees, and customers support a more efficient, proactive workflow. With Skedulo, deskless workers can eliminate time spent traveling to canceled, rescheduled, or already completed jobs and customers are always kept in the loop on arrival times or delays. This increases consistency and collaboration for better employee engagement and [customer service](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/). It also ensures operational efficiency for improved sustainability across the board. Increase Workforce Efficiency and Cut Operating Costs In order to streamline operations and avoid the unnecessary costs associated with managing a deskless workforce, organizations need efficient processes and centralized tools. Backed by technologies that enable real-time communication, offer workforce visibility, streamline data collection and analysis, and automate scheduling, your deskless workers can provide better service to more customers and—ultimately—boost your bottom line. Skedulo’s field service management software offers tools that help organizations gain deep insights into existing inefficiencies and opportunities for improvement. Our intelligent platform is designed to help operations teams schedule, dispatch, and track jobs in the field with real-time communication and visibility. [Learn more](https://www.skedulo.com/solutions/operations/) about how Skedulo can improve your business’s operations and cut spend, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/field-service-perspectives-what-were-hearing-and-where-were-going/" type: "blogPost" title: "Field Service Perspectives: What We’re Hearing and Where We’re Going" author: "Nathan Schubert" date: "2025-08-04" description: "Skedulo interviewed Operations Directors, Field Ops Managers, COOs, and more about their field service challenges, insights, and advice." lastmod: "2025-08-04" --- # Field Service Perspectives: What We’re Hearing and Where We’re Going Published August 4, 2025 · By Nathan Schubert · 6 min read As frontline work evolves, it’s critical to stay connected to workers, teams, and leaders in the field. Skedulo conducted interviews with Operations Directors, Field Operations Managers, Chief Operating Officers (COOs), and other professionals to understand the key projects, challenges, and trends they’re experiencing in the world of frontline work. We heard insightful perspectives on the field service **industry**, **technology**, **operations**, **KPIs**, and **ongoing projects**. Keep reading to hear what we learned about frontline work and where it’s headed: ## Industry Field service leaders describe challenging conditions in the industry. **Workforce management** is a complex issue, especially for a large workforce of frontline staff. Field service leaders are managing remote and dispersed workers, often balancing in-house and contracted workers to maximize capacity and/or minimize costs. Communication among desk-based and mobile teams is a frequent challenge, as well as maintaining role-based security and access controls for staff groups. **Scheduling and operations** is a commonly cited challenge. Creating the right schedule requires balancing customer needs, workers’ availability and qualifications, geographic constraints, preferences, and many other variables. And frontline work inevitably involves last-minute changes: customers cancel, workers are absent, jobs run long, service issues are more complex than expected, and so on. In a survey of Skedulo customers, we found that [63% of companies](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) have to modify the schedule at least somewhat frequently—and 37% have to change the schedule very frequently or all the time. Minimizing these disruptions and their negative effects is a major focus for top field service providers. **Customer expectations **are high, and they can easily take their business elsewhere if they are unsatisfied with the service they receive. Customers expect narrow appointment windows for scheduled visits and fast response times for urgent requests. Many customers [expect self-service options](https://www.zendesk.com/blog/searching-for-self-service/) for scheduling service, and they want to view service history, billing info, and other details in one place. ## Technology Field service leaders describe varying levels of technology maturity. Customer relationship management (CRM), HR platforms, time tracking tools, scheduling and dispatch software, route optimization tools, and mobile worker management apps are common elements of the tech stack, as well as electronic health records (EHR) for those working in healthcare. Several people we spoke to described upcoming technology investments for their workforce, like a revamped HRIS, CRM, or financial system. Some leaders are also increasing their use of telematics and IoT sensors to track workers, job status, and equipment. **Scheduling: **When it comes to scheduling, some companies have sophisticated scheduling software and optimization tools to [handle the complexity](https://www.skedulo.com/blog/workforce-management-scheduling-strategies/) of day-to-day field service scheduling. Others still rely heavily on manual processes. **Automation: **As the [digital transformation of field operations](https://www.skedulo.com/blog/digital-transformation-field-service/) continues, the strategic use of automation is becoming a difference-maker. A Salesforce report found that [83% of the top field service companies](https://www.salesforce.com/news/stories/field-service-data-2023/)—according to self-reported customer satisfaction rates—use some kind of workflow automation, compared to only 59% of underperformers and 68% of moderate performers. Automated scheduling continues to be a leading use case for field service automation (and an approachable starting point for many field service providers looking [to automate core processes](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/)). **AI: **Many field service organizations are still at the very early stages of the adoption and use of AI. When we spoke to leaders who are investing in AI for their frontline workforce, we heard about projects like: - Optimization algorithms for **scheduling and routing** - Chatbots and virtual assistants for **customer service and scheduling** - Predictive analytics for **anticipating future demand** and** maintenance needs** - Improving customer communication with **automated messages** based on a worker’s location or ETA - Advanced data analysis for **identifying trends** and **detecting outliers** in field data ## Operations Despite vast differences in service types, workforce, and geographic context, many field service providers face similar challenges: **Frequent last-minute changes** due to staff absences, customer cancellations, emergencies, and other factors are a persistent problem. It takes time and effort to rearrange schedules and communicate changes to the workforce, and an over-reliance on manual scheduling makes this even harder. For leaders who have highly seasonal demand or workers distributed across many work sites, this challenge is particularly acute. **Scheduling complexity is high **when you account for workers’ skills and availability, customer demands, and geographic routes for the right balance of efficiency and high-quality service. We heard operations leaders facing the challenge of “crossing over” — one geographic area has more jobs than the assigned workers can handle, so technicians cross over into another work area, adding travel time and jeopardizing the scheduled end time of the job or the workday. Current initiatives included implementing or improving automated scheduling systems, increasing the use of contracted/outsourced workers for cost savings, providing more training, and fostering communication between the field and back office. Some were also working on specific projects like expanding into new markets. **Communication gaps between the field and office** are a common issue. When the schedule changes—which is often, as described above—a lack of communication leads to frustration and wasted time and effort. Leaders describe a lack of visibility into field work that makes it challenging to support workers and troubleshoot issues in real-time. In several cases, **Recruiting and retaining skilled workers** is a challenge for many companies. It is costly to recruit, hire, onboard, and upskill new workers—and outsourcing without proper quality control creates all new problems. Many leaders struggle with the long ramp-up process for new staff to become fully capable (and eventually fully utilized) in their role. **Measuring the right KPIs** per role was a recurring theme among field service professionals. [Customer satisfaction KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) (like on-time arrival, first-time fix rate and repeat visits) and workforce utilization KPIs (like jobs completed per day, billable hours, and utilization rate) are common focus areas. The need to maximize utilization is a driving force behind automated scheduling: in a Skedulo survey, [71% of healthcare respondents named](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) operational efficiency as a key outcome they want to achieve via their scheduling practices. ## Initiatives The frontline workforce continues to grow and evolve. Leaders are undertaking projects like: - implementing or improving automated scheduling systems - reducing costs and improving margins - increasing and/or balancing the use of contract workers - improving staff onboarding, training, and cross-training - fostering communication between the field and back office - expanding into new markets - investing in more advanced tech for field service operations (scheduling, communication, mobile worker management, etc.) - expanding into new markets and service types - increasing average contract size Implementing or improving automated scheduling was a common theme for ongoing initiatives. An [automated scheduling system](https://www.skedulo.com/blog/challenges-mobile-workforce/) automatically optimizes routes and enables field workers to complete more jobs per day. This drives up on-time arrivals and workforce utilization—essential for customer satisfaction and company profitability. As companies look to improve efficiency, tightening up the scheduling process (and reducing the time required to create and update the schedule) is a worthwhile effort. **Cross-training** and **improving communication** between the office and the field was another common refrain. Effective communication drives up worker [confidence, engagement, and mental well-being](https://go.grammarly.com/state-of-business-communication-report-2023)—all key elements of worker retention. One interviewee described a helpful exercise to break down information silos across teams: “We started doing a day in the life of another role. We’d have engineers within the office space to handle the office staff jobs, and we’d have office staff out on the road to look at what engineers do in the field. The office staff learned what went into the job, how long a certain issue might take to resolve, common problems, issues with travel or job sites, and things like that. This helped the field force and back office staff gel and understand each other better.” ## Prepare for the future of frontline work Skedulo is an operating system for the way companies manage and organize people and their time, skills, capabilities, and constraints. With [native integrations and API connections](https://www.skedulo.com/integrations/), companies can bring intelligent scheduling and workforce management to their existing tech stack. Connect Skedulo to systems like Workday, NetHealth, eduMe, and many more to create a seamless, mobile worker-friendly experience. Learn more about how [we’re building tech for the frontline](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/), or [request a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/field-workers/" type: "blogPost" title: "Field Workers" author: "Craig Panigiris" date: "2020-11-17" description: "Today’s field workers are essential to the mobile workforce and service delivery. Find out who they are, what they do, and how technology can help them succeed." lastmod: "2021-06-03" --- # Field Workers Published November 17, 2020 · Updated June 3, 2021 · By Craig Panigiris · 7 min read As the workforce evolves, so do the ways in which organizations deliver products and services to customers. For many workers, day-to-day customer service requires traveling to various locations. They’re known as field workers, and they’re an extremely valuable part of industries like construction, agriculture, healthcare, and sales. Let’s dive deeper into who field workers are and why they are so essential to the field service landscape. ## What is a Field Worker? A field worker, also known as a deskless worker, is anyone who works outside of an office or traditional work station. In the past, a field worker was someone who performed their job in an actual field, such as a farmer. Over time, however, the term ‘field worker’ has expanded to include anyone who travels to different locations to complete their tasks. The [field service evolution](https://www.skedulo.com/resources/how-to-master-field-service-evolution/)—and the technology that drives it—has transformed the way we categorize field workers. [Modern field service management](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) goes above and beyond the traditional approach of providing basic tools to address common field service challenges; it focuses on arming deskless workers with innovative tools to improve efficiency and workforce visibility, automate operations, and increase time spent servicing customers. Because the definition of field workers has changed to encompass myriad roles, organizations must take careful, strategic steps to create and optimize the processes and tools field workers depend on. While [field service management](https://www.skedulo.com/learn/field-service-overview/) focuses on solutions for field workers who service equipment, [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) empowers those who service people. This distinction is essential as organizations look to gain a competitive advantage in today’s work environment—identifying the focus of your mobile workforce, and the tools that are best for that specific focus, is critical. Many industries must adapt to support and empower deskless employees so they can remain connected, productive, and efficient. Field workers face unique challenges in their daily work, and thus require unique solutions for success. **Get your customized demonstration** ## The Importance of Field Workers FIeld workers are essential to the success of many different types of organizations. A healthcare company, for example, can provide better service to customers if its field workers are prepared to deliver care in more than one location. This has become particularly evident throughout the [COVID-19 pandemic](https://www.skedulo.com/blog/healthcare-trends-during-covid-19/), during which many patients have relied on telehealth, mobile testing sites, drive-through pharmacies, and home health for proper care. Regardless of industry, deskless workers are the backbone of businesses who rely on face-to-face interactions with customers. Organizations trust them to represent their brand, provide [excellent customer service](https://www.skedulo.com/events/webinar-customer-experience-future-work/), and drive business goals. ## Types of Field Workers There are different types of field workers, each with different roles, skill sets, and day-to-day responsibilities. Here’s a brief, non-exhaustive overview of who they are: ### Independent Contractors Some field workers are independent contractors instead of traditional, full-time employees. Organizations hire them on an as-needed, per-project, or per-job basis to go out into the field and complete their work. They usually have valuable skill-sets that enable them to provide specialized services or products. Repair technicians, for example, fall into this category, as they often conduct services and directly interact with customers but work independently from the business. While they aren’t fully employed by field service organizations, [their success depends](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-contractors/) on their ability to communicate with fixed-location employees and customers, arrive at job sites on time, get accurate information about the job, and easily access up-to-date schedules. ### Frontline Workers Frontline workers work away from the office, directly with patients or customers. When most people think of frontline workers, they picture nurses, physician assistants, doctors, and other healthcare workers. In addition to healthcare workers, however, frontline workers might be janitors and maintenance workers, food processing workers, and cashiers at various stores. Protective service workers like policemen and EMTs may also fall under this category. Regardless of their specific roles, [frontline workers](https://www.skedulo.com/blog/how-mobile-workforce-management-can-support-frontline-workers/) need access to streamlined communication, optimized routes, and tools that [capture and store key information](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) from the field. ### Home Healthcare Providers The number of [home healthcare providers is increasing](https://www.skedulo.com/blog/the-future-of-home-healthcare/) as technology evolves to thoroughly support in-home patient services. These deskless employees provide home care for nursing, occupational or physical therapy, speech/language therapy, and more. Some providers, especially nurse aides who have undergone formal training, also assist with medication administration, simple dressings, and mobility devices. [Intelligent technology solutions](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) ensure necessary compliance, match the right provider with the right patient, and provide centralized access to essential customer information—all of which are crucial for supporting these field workers. These solutions can also improve the way healthcare providers are matched to jobs, decreasing last-minute scheduling changes and increasing the chance the worker can complete the job they came to do. ### Sales Employees Field sales employees may sell solar panels, windows, security systems, or a wide range of other products. These workers know how to clearly convey the benefits of their company’s offerings and close deals one-on-one with customers. They believe in what they’re selling and know how to rebut common customer concerns. Since many of them are paid by commissions and/or have quotas to meet, they have an entrepreneurial spirit and deep desire to succeed. They often perform product demos or use various marketing materials to meet their goals, depending on what will work best for a particular prospect. Because sales representatives are often dispersed between big-box retail locations, industry events, and door-to-door routes, they need powerful tools to [streamline communication and scheduling](https://www.skedulo.com/blog/how-mobile-workforce-management-can-increase-solar-sales/). With the right solution, salespeople can offer better customer service and avoid leaks in the sales funnel. ### Nonprofit Volunteers There are countless nonprofit organizations that depend on volunteers to fulfill their missions. Nonprofit volunteers may spend time at soup kitchens, schools in underprivileged areas, community parks, and other places where they can support a certain cause or help those in need. Skill-based volunteers, like phlebotomists, social workers, and volunteer firefighters, are also included in this category. Without these field workers, nonprofits would be unable to serve the community, meet their goals, and [increase the number of people they serve](https://www.skedulo.com/blog/how-nonprofits-can-scale-direct-service/). Volunteers are essential to their fundraising campaigns, special events, and donor relations efforts. In order to [successfully manage volunteers](https://www.skedulo.com/blog/how-mobile-workforce-management-can-improve-volunteer-management/), organizations must keep them happy and engaged. This task becomes much easier when businesses utilize tools that enable effective recruitment, communication, scheduling, and feedback. ### ABA Service Providers [Applied Behavioral Analysis (ABA)](https://www.skedulo.com/blog/how-mobile-workforce-management-can-enable-aba-therapy/) service providers care for children with autism disorders or those with other conditions such as dementia, anxiety, or eating disorders. Through their therapy, patients can improve their social, communication, and learning skills. They conduct services through virtual meetings, schools, doctor’s offices, and patient’s homes. Children and adults depend on ABA service providers to gain the support they need. Regardless of where ABA therapies are delivered, patients must have consistent, uninterrupted access to their providers, on whom they rely. Empowering these deskless workers with technology that manages their complex schedules, integrates with other essential tools, and maintains client preferences makes all the difference for health service delivery. ### Construction Workers Construction workers work, of course, on construction sites. They focus on a variety of tasks like loading building materials, removing debris, mixing concrete, and digging trenches. Construction workers usually have experience operating heavy equipment and tools, excellent balance and hand-eye coordination, and extensive knowledge of building codes. In addition, they can work well individually or in team settings. Because their job sites present unique risks, construction workers need [tools that ensure safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/). These tools should help workers verify compliance, check off important safety tasks, share their location with supervisors, verify approvals through photos and signatures, and work with limited or no internet connectivity. ### Real Estate Valuators Real estate valuators travel to different properties to estimate their values prior to a sale. These field workers often have different levels of experience and their services are frequently contracted with strict deadlines and turn-arounds. They’re required to document details through photographs or videos and capture key property details for future reference. It’s vital that real estate professionals are matched to the right properties based on skill set, and that they’re able to capture and access key information at a moment’s notice. [They need technology](https://www.skedulo.com/blog/9-scheduling-software-must-haves-for-real-estate-and-property-services/) that ensures safe ‘check-ins’ and ‘check-outs’ on job sites, verifies certification compliance, and offers self-service booking for optimized daily schedules. ## Intelligent Software for Field Workers Field workers are important members of today’s workforce, and the services they provide will continue to shape many industries. They support organizations in a wide array of roles, and the challenges they face require the right technology to help them meet their goals. Skedulo’s mission is to empower the deskless worker by providing the right technology and tools to make their lives easier. Our mobile-first [field service management solution](https://www.skedulo.com/product/field-scheduling/) provides this once under-represented part of the workforce the streamlined communication, scheduling, and routing they need—all in one, centralized app. Learn more about how field service management can [transform your mobile workforce](https://www.skedulo.com/blog/roi-of-field-service-management/) and increase your bottom line, or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/fighting-productivity-pinch-5-secrets-leading-home-healthcare-organizations/" type: "blogPost" title: "Fighting the Productivity Pinch: 5 Secrets of the Leading In-Home Healthcare Organizations" author: "Aya Fawzy" date: "2017-07-31" description: "Learn how home health care organizations use intelligent scheduling tools to run a successful mobile workforce and improve patient satisfaction." lastmod: "2020-05-20" --- # Fighting the Productivity Pinch: 5 Secrets of the Leading In-Home Healthcare Organizations Published July 31, 2017 · Updated May 20, 2020 · By Aya Fawzy · 3 min read The Productivity Pinch is a national puzzle, and the prize for figuring it out is survival. While healthcare costs and outcome expectations are rising, budgets and office staffing numbers are shrinking. Patients demand better in-home care using the latest advances medical technology while the administrative burden of scheduling mobile caregivers has grown incredibly complex. The Productivity Pinch is creating a new set of winners and losers in the evolving healthcare economy. Here’s a closer look at what the winners are doing. **New Tech and Ancient Tools** It seems like an astounding bit of irony that while healthcare technology rockets into the future, with trends like nanodevices and cloud-based diagnosis teams, healthcare admins are still stuck with scheduling their mobile work teams on paper, on a whiteboard or on technology from last century like Excel. Manual scheduling methods may have been serviceable when healthcare was delivered in a single, central location, but that’s not how things works anymore. More and more healthcare organizations are bringing back the house call. In-home care is needed for: - Age-in-place initiatives that preference elder care in their own homes - Physical and occupational therapy for people of all ages - The huge uptick in out-patient care in order to control hospital costs - Offering family and friends a bigger role in recovery - Improving wellness outcomes due to lower stress levels During this turbulent period of transformation, organizations that excel at managing in-home care for more patients, and make that happen at lower costs, are coming out on top. The problem goes far beyond the already daunting task of finding optimal schedules and routes. Organizations also need to think about prioritizing the safety of their healthcare workers, contractors, and patients. They also need to assuring industry watchdogs that these contractors maintain patient PII in a channel compliant with HIPAA, PHI, ePHI, HITECH and other regulatory programs. In addition, there’s really no time for anything but the smartest communication platform that can instantly keep everyone informed and on track. You have to be able to know where your workers are at any moment and send them the information they need in time to make a difference. **Shhhhhh! The 5 Secrets** The five secrets that winners in the industry already know are: 1. **Manual scheduling and routing don’t work anymo**re. The modern mobile field organization demands automated apps to keep processes running professionally and smoothly. 1. **Patient experience matters**. Matching up the perfect practitioner for the right patient is extremely complicated, but success at tasks like these tend to make all the difference in public perception of the organization. 1. **Take care of the caregivers**. Burnout and turnover in healthcare is costing the industry $5 billion each year. Give healthcare workers the technological support they need to succeed. 1. **Data bottlenecks contribute to rising costs**. Overstaffing and understaffing both bring heavy costs. Inefficiencies in the administrative end of the office and roadblocks in invoicing will slow your growth. Solve these issues ASAP. 1. **Fixing all of this is not as hard as most people think.** Practical solutions are on the market, easy to access, and relatively inexpensive. Just knowing where to find them puts you years ahead of your competitors. Once you get all the details on these secrets, it will be no mystery how industry leaders are able to deliver better quality in-home healthcare while they tighten cost controls. [Download our ebook 5 Secrets to Better Scheduling of Mobile Workers for In-Home Healthcare](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/). It’s packed with statistics, forecasting, and actionable advice on how to make the best use of the new technology. Your organization will learn the secrets to operating a major field operation with a minimal staff. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/flexible-adaptable-saas/" type: "blogPost" title: "The Trend Toward Flexible and Customizable SaaS" author: "Ed Backhouse" date: "2026-04-16" description: "Large employers are increasingly investing in flexibleand customizable SaaS systems that meet their unique workflow and workforce needs." lastmod: "2026-04-22" --- # The Trend Toward Flexible and Customizable SaaS Published April 16, 2026 · Updated April 22, 2026 · By Ed Backhouse · 6 min read The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS development trends, two critical forces are reshaping how technology serves businesses: (1) the need for more effective frontline worker technology and (2) the rise of customizable, adaptable technologies that offer greater speed and control. For companies with frontline and mobile workers, this technological evolution presents both an opportunity and an imperative. The traditional rigid, one-size-fits-all software solutions are giving way to flexible, adaptable platforms that companies can adapt to their workflows, integrate with their other systems, and empower workers with precisely the information and capabilities they need to succeed in their role. ### TL;DR Companies must equip frontline workers with field-ready communication and support tools, relevant job info, and a user-friendly interface to navigate it all. But each business is unique, and priorities and parameters change as the business scales and evolves over time. That complexity—plus software innovations like low/no-code, automation, and AI—has pushed frontline workforce tech toward greater flexibility, adaptability, and extensibility. To make the most of a SaaS investment for a large mobile workforce, look for customization options like the following: - Configurable forms, data fields, workflows, and visual interfaces - [Scheduling engines](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/) with customizable parameters and conditional rules - Rules-based automations for recurring tasks - Personalized and role-based workflows for ease of use in the field - Dashboards to visualize KPIs, trends, and outliers according to preset margins of error - Integrations with other key systems to build a custom tech stack - Customized field data capture forms (no WiFi or cell signal required) - Secure mobile access to info, tools, and support ## **Mobile workers deserve more SaaS investment** There are an [estimated 2.7 billion frontline workers](http://desklessworkforce2018.com/)—approximately 80% of the global workforce. Their technology needs differ significantly from those of their desk-based peers, and [frontline workers receive less investment](https://www.emcap.com/technology-for-the-deskless-workforce-2020/) from decision-makers. [Field workers say the worst aspects of their job are](https://servicecouncil.com/reports/2024-voice-of-the-field-service-engineer-the-trend-the-surprise-and-the-red-flag/) time-consuming administrative tasks, hunting down the information needed to complete their work, and keeping up with process changes. Many companies with a frontline workforce remain overly reliant on manual processes, like filling out paperwork and returning it to the central office. As a result, mobile workers—from field service technicians and healthcare providers to retail associates and maintenance crews—are often unsatisfied with their workplace tech, especially compared to the consumer-grade applications they use in their personal lives. [More than 60%](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent) of utility workers report their workplace technology is due for an update, and [most executives](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) are concerned their tech negatively affects workers’ productivity. Frontline workers who have access to sufficient, well-designed technology report higher job satisfaction, greater autonomy, and increased flexibility in their roles; on the other hand, those struggling with inadequate tools experience reduced productivity, higher stress levels, and are more likely to seek employment elsewhere. When companies fail to equip frontline workers, workers must fill in the gaps and improvise their own solutions. This introduces new security and compliance risks and creates siloed processes across the enterprise, slowing decision-making and [reducing organizational productivity by as much as one-third](https://www.airtable.com/lp/resources/reports/crisis-of-the-fractured-organization). These inefficiencies harm productivity, workforce retention, and customer experience—all of which limit business growth. - **80%** — of global workforce are frontline workers - **60%+** — of utility workers report tech needs an update - **62%** — attrition reduction from job satisfaction ## **Frontline tech needs to be flexible and customizable** Frontline work includes many complex tasks working together: scheduling, dispatching, routing, staff training, real-time support, internal and external communication, customer support, billing and payment processing, and data analysis. Workers in the field need seamless, user-friendly access to customer info, operational data, and schedules to get the job done well and on time. Here are some ways flexible tech empowers frontline workers: **Flexible tech unites data sources and cross-functional teams**, allowing companies to provide frontline workers with [intuitive, mobile-first access to everything they need](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/). On one interface, workers can see their next appointment (from the scheduling platform), the ideal route to that location, and critical customer and job information (from the CRM, EHR, FSM, and/or ERP system) to arrive prepared. > By 2025, the traditional tech stack will continue to collapse, fueled by APIs and tools that reduce complexity and enable faster development. Companies that deliver frictionless, accessible solutions with low barriers to entry will empower engineers to create impactful AI apps, no matter their level of expertise. > > — Developer Tech — Software development trends and predictions for 2025 **Flexible tech lets companies tailor and extend the SaaS system to optimally support their workforce's unique needs**. For non-developers, no-code features empower users to edit filters and create individualized UIs. Managers can quickly customize and publish forms and fields directly in the mobile app, such as customer or patient data capture, safety and materials checklists, or on-site status inputs, such as inspection details or photographs. For more technical users, in-house developers can build, test, and launch custom solutions through a Command Line Interface (CLI) to ease code maintenance and avoid waiting on the SaaS provider to make small changes. **Flexible tech enables custom forms** and other data collection tools to meet the needs of specific workflows and services. Healthcare providers might require patient intake forms with specific medical history fields, [utility workers](https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/) might need safety inspection checklists with location-specific requirements, and maintenance teams might need equipment condition reports with industry-specific terminology and measurement standards. **Flexible tech enables customized views tailored to** an individual’s specific responsibilities and preferences. For example, [dispatch managers](https://www.skedulo.com/blog/dispatch-management/) need quick access to route optimization tools and real-time vehicle tracking, while a field supervisor prioritizes work order status updates and crew communication features. Schedulers, managers, and frontline workers can customize their views based on how they work and the information they access most often. The key is providing these customization capabilities without requiring extensive technical expertise or lengthy implementation processes. Modern platforms achieve this through intuitive drag-and-drop interfaces, pre-built templates, and guided configuration workflows that enable business users to make necessary adjustments themselves. **Flexible tech equips staff to do their best work** by creating workflows and app interfaces that integrate with their day-to-day roles. When staff are equipped to do their best work, they have higher job satisfaction rates and [stay in their jobs longer](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/). (This is especially crucial for employers of skilled field technicians, as replacing just one of these workers can cost [up to 400% of their annual salary](https://mgrworkforce.com/employers/employee-retention-costs/).) Employers who offer best-in-class workforce tech are better equipped to attract the [78% of job seekers who consider tech a priority](https://www.emcap.com/technology-for-the-deskless-workforce-2020/) when considering a prospective employer. ## **The democratization of software opens up new opportunities** The traditional model required development teams to custom-build every feature, form, or integration from scratch. This approach created bottlenecks where simple business needs could take weeks or months to address, while development resources were consumed by routine customization requests rather than complex, strategic, high-value innovations. The democratization of software represents a fundamental shift in how businesses approach their technology needs. [No-code and low-code platforms](https://www.infor.com/platform/application-development/what-is-low-code-no-code-development) are transforming how businesses approach software development, enabling users without technical skills to easily create custom applications. This enables businesses to make changes and customizations with drag-and-drop ease. Examples: creating custom **scheduling optimization "recipes"** that account for specific business constraints, building **mobile data collection forms** that **integrate directly with existing business systems**, and developing **automated workflow triggers** that respond to real-time operational conditions. > Software development is undergoing a major shift driven by generative AI and cloud-native architectures. These technologies enhance engineering capabilities while enabling less technical professionals to participate in application development by simplifying and accelerating complex tasks. > > — McKinsey — Technology Trends Outlook [AI is driving the evolution of field service SaaS](https://www.skedulo.com/learn/ai-agents/). We’ve seen generative AI platforms like Copilot or Bard—particularly [when combined with low-code tools](https://www.developer-tech.com/news/software-development-trends-and-predictions-for-2025/)—generate entire applications, allowing developers to expand their focus to more strategic problem solving. Agentic AI adds nuance and focus by orchestrating key steps such as code generation, debugging, and QA. In field service operations, applied AI analyzes massive amounts of service data, simplifies data analysis, and can even [narrow skills gaps across the workforce](https://www.nber.org/papers/w31161). The continued democratization of software enables engineers at any level to create AI applications through the widespread availability of APIs and models, but the differentiators will be consistency, usability, and customer impact. AI will generate applications rather than code, enabling developers to step into strategic roles while business users can build and modify the tools they use daily. For example, Microsoft Copilot can automate simple code generation, debug existing applications, and generate functional applications from natural-language descriptions. With greater access to the building blocks of their field workflows, businesses can build highly specific solutions that meet the unique needs of their workers without tying up in-house or third-party vendor development resources. ## **Supporting frontline workers in 2026 (and beyond)** [Frontline workers tell Skedulo](https://www.skedulo.com/learn/deskless-workers/) they’re more likely to be satisfied and successful in their careers when they’re equipped with technology that centralizes the data, communication, and support they need in a single, mobile-first source of truth. And job satisfaction is particularly important for mobile workers—[it can reduce attrition by 62%](https://www.bcg.com/publications/2024/deskless-workers-want-to-enjoy-their-work-too)—and the companies that rely on them. The trend toward flexible, customizable SaaS solutions reinforces the idea that technology must adapt to how work happens, rather than the other way around. For organizations with frontline and mobile workers, this is an opportunity to provide them with tools that truly support their productivity, safety, and job satisfaction. ## **Skedulo: a flexible operating system for frontline work** Skedulo is an operating system for the way companies manage and organize people and their time, skills, capabilities, and constraints. The platform is built with frontline workers’ experience at the center—designed to engage and empower workers from any location. - Developers design custom optimization “recipes” that tune scheduling priorities to the nuances of specific business needs. - Schedulers assign specific weights to priorities such as balanced workloads, travel time, job priority, and more, and then let automated trade-offs save time and reduce errors for more efficient, accurate scheduling. - Teams can [create custom forms, fields, and UIs](https://www.skedulo.com/blog/skedulos-newest-product-release-is-here/) to enable easy personalization and better accommodate workers’ preferred workflows. With [native integrations and API connections](https://www.skedulo.com/integrations/), companies can connect Skedulo’s intelligent scheduling and workforce management to the existing tech stack. [Request a demo ](https://www.skedulo.com/book-a-demo/)to see what Skedulo can do for your frontline workers. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Your Frontline Workers Are Ready For Better Technology](https://www.skedulo.com/blog/empower-frontline-workers/) — April 15, 2026. Your Frontline Workers Are Ready For Better Tech Even though frontline workers outnumber desked workers by nearly 4 to 1, they consistently report lacking the technology to do their jobs effectively. In a large, distributed workforce, this lack of repeatable, tech-enabled workflows creates downstre… --- --- url: "https://www.skedulo.com/blog/four-unmissable-opportunities-for-energy-suppliers-2022/" type: "blogPost" title: "Four Unmissable Opportunities for Energy Suppliers in 2022" author: "Chris Fenton" date: "2022-05-23" description: "2022 is going to be a challenging year for energy suppliers, here is what we believe the rest of 2022 has in store for the energy sector." lastmod: "2022-06-06" --- # Four Unmissable Opportunities for Energy Suppliers in 2022 Published May 23, 2022 · Updated June 6, 2022 · By Chris Fenton · 5 min read 2022 is going to be a challenging year for energy suppliers. But this could be the year we create a lasting, positive shift in how people buy and consume energy. After these last couple of years of everything being “unprecedented”, we are all tired of it. We want a future we feel we can plan for again. While we’re not there yet, there is a clear need to spring into action. And there are several opportunities right now in the energy sector. So here is what we believe the rest of 2022 has in store for us and what you can do to bolster your business in the energy sector. ## The role of fossil fuels in energy is slipping—accelerated by the fuel crisis It is abundantly clear that the conflict between Russia and Ukraine, and the fuel crisis it has created, is going to have long-term, likely permanent, consequences for energy in Europe. There’s both good and ill in this. On one side, companies and consumers alike feel the painful squeeze of rising costs. In the U.K., the energy price cap increases in April, will plunge an estimated 6.5 million households into fuel poverty—a record high. While this might bring temporary relief to energy suppliers, it throttles long-term growth if they lose customers. On the other hand, it has never been more appealing or cost-effective to move away from fossil fuels to domestic, renewable energy. The fuel crisis is creating an environment where transforming how we produce energy will become the single most pressing issue for energy suppliers in the U.K. and all over the world. This is your opportunity to double down on smart, renewable energy to minimise the impact of the fuel crisis on your organisation and on your clients. ## A Golden Opportunity to Rebuild Customer Trust Customer trust in energy suppliers has bottomed out. While as an energy company, you are responsible for driving changes in the way customers consume energy, you likely have little control over the pain that is already here and driving the need for change. You are navigating the effects of government policy and global energy markets. But as energy prices skyrocket consumers blame you as the energy supplier. This understandably leads consumers to distrust energy companies, creating scepticism around the advice you give out and worse, resistance to initiatives such as e.g. onshore wind farms that will contribute to lower energy prices in the longer term. But this also creates a significant opportunity if you are willing to look at how you deliver services and focus on building rapport with your customer base. With customer trust so low, any effort to better communicate with your customers and improve service reliability will be a considerable differentiator from your competition. For example, suppose you’ve identified an area where you want to build wind turbines. You invest serious effort into demonstrating the benefits of the development and listening to the local community. In that case, you are far more likely than ever to create fans of your company brand. We believe this is because the public now better understands the rewards and benefits of these changes. Between climate change and the fuel crisis, there is also a clear demonstration of the costs of continuing to resist change. If you can give your customer a voice in how green energy is rolled out, you have enormous potential in the current market. The key is to be transparent about where, when, and why you’re doing it. However, to succeed with this strategy, your customers already need to trust your company brand. And that means taking the time to get to know them. It also means prioritising service quality and reliability. There is little room for completing work late or poor service quality, particularly if it requires technicians’ repeated visits to meet customer needs. ## Collaboration with Related Businesses will Open New Opportunities There are currently several efforts by the government in the U.K. to encourage improvements in energy efficiency in U.K. households. However, it’s been difficult for many homes to access these benefits. Widespread home energy efficiency demands work from several business types that could be working together to use the incentives available. This could include house builders, home insulators, HVAC specialists, or even mortgage brokers to assist a household in accessing funds to retrofit an older home. Energy suppliers can help and, in doing so, open up new opportunities for additional revenue and collaboration with related businesses. Retail has already hit upon the power of collaboration, and it’s now the turn of energy companies. As an example, you may be focused on installing smart meters in your customers’ homes. But, with a few extra tools, you could capture related information during your technician’s visit to the house. For example, with a little bit of spare time, a technician could ask the homeowner about their home insulation, the condition of their windows, and how the house is heated. This could be an opportunity for outstanding customer service. It also opens up opportunities to offer other services, both for the energy company and companies that choose to collaborate with them. Additionally, there is already an apparent demand for better data capture around infrastructure in the U.K. and the rest of Europe as we de-carbonise. There is a steep increase in demands on our energy grid as we rely on it more with the removal of fossil fuels from our cars, kitchens, and home heating systems. It will be enormously helpful if we can keep careful track of infrastructure changes: who installed it, when, and its warranty status and expected operational lifetime. ## You’re going to have to learn to do more with less Finding efficiencies in operations with less-than-favourable circumstances will be a significant challenge for the foreseeable future. This will not be easy between a war, climate change, and the time and investment needed to transition our society from fossil fuels to green energy. Doing more with less also applies to your customers, especially those with prepayment meters, who are affected disproportionately by price increases. We’ve seen that even energy suppliers want to help customers reduce their consumption. This is both because of the increasing strain on infrastructure and, when it comes down to it, a lost customer hurts the long-term sustainability of the business. It is here in particular that Skedulo can help you. Using our tools, we can help technicians and engineers do more during their week in the same amount of time, including: ● Efficiently schedule all work and tasks. ● Help reduce travel times between appointments, further helping you reduce petrol and maintenance costs. ● Organise and immediately share information between field technicians and the office, including times, equipment required, and information about the customer, i.e. if they’re hard of hearing, have dogs, etc. ● Assist in capturing and relaying new information gathered about the customer and their home. Use this information to improve the care and attention you offer, and explore opportunities to provide further services. So those are the 4 major opportunities available to you in the energy sector this year, if you want to get out ahead of the competition. You have the chance to double down on smart energy, rebuild customer trust, collaborate with other organisations, and optimise your operations while reducing your customers’ consumption. To find out how to optimise your field services, [book a demo](https://www.skedulo.com/book-a-demo/) and talk to us about Skedulo scheduling. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/" type: "blogPost" title: "Free Employee Scheduling Tools Won’t Help You Scale" author: "Craig Panigiris" date: "2021-06-09" description: "Free employee scheduling tools may be negatively impacting your business. The most cost-effective scheduling software has value for management and workers." lastmod: "2021-06-11" --- # Free Employee Scheduling Tools Won’t Help You Scale Published June 9, 2021 · Updated June 11, 2021 · By Craig Panigiris · 5 min read ![Freescheduling](https://assets.skedulo.com/assets/2021/06/FreeSchedulingTools_blog-header_1050x557@2x.jpg) Many businesses have been able to survive in an atmosphere of rising costs and slimmer margins by getting things for free when possible. While there are many low-cost alternatives and free resources that business owners can access, the marketplace also abounds with supposedly “free” services that only transfer costs somewhere else. Free scheduling tools can cost your business in terms of time, administrative costs, employee satisfaction, and customer churn. Free isn’t necessarily better. Here are the facts. ## Employee Experience Depends on Effective Scheduling Inadequate staff scheduling can lead to lower morale, absenteeism, employee turnover, operational issues and customer service problems – all of which negatively impact the bottom line. Indeed, research supported by the MIT Sloan School of Management found that market leaders like Trader Joe’s and Costco aren’t winning by offering low prices. Instead, they’re leading because they prioritize the employee experience and [assign employees schedules](https://www.pbs.org/newshour/making-sense/the-high-cost-of-labor-efficiency-and-the-good-jobs-alternative/) well in advance, rather than making last-minute adjustments per customer traffic forecasts. Along the same lines, one recent study of scheduling at Gap stores found [a link between the reliability of retail workers’ schedules and sales and productivity](https://hbr.org/2018/03/research-when-retail-workers-have-stable-schedules-sales-and-productivity-go-up?registration=success). The more stable workers’ schedules were, the more productive they were and the better the store did in sales. Clearly, leading businesses approach employee scheduling not as a necessary cost to keep as low as possible, but as a critical component to a winning business strategy. [Effective staff scheduling saves money](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) for the company by boosting worker engagement: When workers are motivated to do a better job for the customer, this results in a better customer experience. And though [employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) is one of the major costs of sub-par scheduling, it isn’t the only one. **Find out why Skedulo is different** ## The Full Cost of Inefficient Scheduling Tools There are many costs that stem from inefficient scheduling tools, but those costs vary depending on what types or combinations of tools a business uses. ### Pen-and-paper Scheduling You can’t beat pen and paper for ease of acquisition. You can get them anywhere and generate schedules for free until you run out of materials. The same is true of erasable markers on whiteboards or sticky notes placed all over the workplace. The biggest problems with these manual tools include the complexity of making simple changes, the time spent recreating schedules every time, and the trash, mess and confusion about which schedule is the most current. Also, they require mobile workers to come to the office or call in to see or make changes to their schedules. You will have to [move beyond manual scheduling](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) if you want to treat employees professionally and grow the company. ### Frankensteined, Hybrid Scheduling Systems After companies realize that ancient methods aren’t really free, they usually try to cobble together a Frankensteined scheduling process made up of free online solutions. Spreadsheet tools like Excel are free to use once you buy the software, and Google Sheets for personal use is free as long as you are connected to the internet. These solve some problems, but they create multiple versions of schedules whenever there are updates. This generates confusion, causing employees to miss appointments, arrive late, or become frustrated when they don’t know which version is the latest. These decentralized systems have the same problems as offline methods in that there’s no way to message employees, so you have to transfer everything to email or text. Employees end up calling in to find out their schedules or make changes, which is where miscommunications start. Schedulers don’t know when there are conflicts in employee calendars, so another free software is brought into the mix. As you try to operate multiple systems at once, you blunt the effectiveness of each system and human error comes into play in each data transfer. Your Frankensteined system comes apart at the bolts as you try to scale up the business. ### Free Scheduling Apps The next thing companies try after that doesn’t work is a free scheduling app. Again, they see some improvements, despite employee pushback about having to learn another system. The company loads its private data—which is [very likely being sold](https://www.usatoday.com/story/tech/columnist/2017/04/30/how-find-out-which-apps-sell-your-data/101049520/) to pay the developers—and then looks for cost savings. However, what you don’t see right away is that the free app: - Doesn’t offer a way to track employees during the day - Doesn’t give employees a way to share issues (so the back office doesn’t find out until the mobile employee returns or submits a report) - Can’t capture [information from the field](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), such as photos or customer signatures - Doesn’t sync with other systems like Salesforce (which forces you to re-enter data over and over) These drawbacks, plus many other inefficiencies, compound over time. The company still can’t scale up because of administrative roadblocks. ## Free Tools Can’t Keep Up with a Dynamic Workforce The workforce is changing. Recent forecasts from the International Data Corporation (IDC) estimate that by 2024, [nearly 60% of workers will be mobile](https://www.idc.com/getdoc.jsp?containerId=prUS46809920). And those workers need a way to communicate with the home office, see their schedules, submit changes, adapt their routes as new customer appointments come online and send data back to the office as they collect it. Market leaders are already using this kind of scheduling and communications software to shorten their billing cycles and schedule more appointments as their competitors struggle with “free” tools. ## The True Value of Intelligent Scheduling In the end, intelligent businesses need intelligent scheduling to better serve their employees—and help employees to better serve customers. Growth can’t happen with a back office system that’s unable to change on the fly. This leads to confusion over which version of the schedule is up-to-date. Poor communication delivers poor customer experience and loss of mission critical data. Inefficient scheduling processes drain organizations of necessary resources. Even when schedules are managed efficiently, businesses fall behind when they can’t communicate schedule changes broadly without adding the complexity of another service into the mix. [Skedulo](https://www.skedulo.com/) simplifies and streamlines the entire chain, putting the right people in the right place every time and opening up lines of communication for maximum flexibility. Our platform was built to help you scale, with automated scheduling that takes employee details into consideration as it assigns tasks, routes, and customer preferences. Skedulo helps you: - Instantly share the latest schedule with mobile employees - Integrate with [Salesforce](https://www.skedulo.com/integrations/salesforce/), [ServiceNow](https://www.skedulo.com/integrations/) and other existing back office software - Move data seamlessly by collecting notes from the field - Simplify billing and data sharing by sharing directly with the back office Skedulo manages the complexity of all these moving parts and frees you up to do what you do best. Learn more about how [mobile workforce management software drives ROI](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) by increasing efficiency and predictability in your workforce. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/future-field-service/" type: "blogPost" title: "The Future of Field Service" author: "Craig Panigiris" date: "2021-06-16" description: "Field service is rapidly changing: more technology, higher customer expectations, and more ways to work than ever before. See what’s next for field service." lastmod: "2021-08-02" --- # The Future of Field Service Published June 16, 2021 · Updated August 2, 2021 · By Craig Panigiris · 8 min read ![FSMheader](https://assets.skedulo.com/assets/2021/06/FieldServices_blog-header_1050x557@2x.jpg) The field service industry is undergoing a massive transformation. Gone are the days of paper schedules and forms, inefficient back office processes, and toting around a heavy log book to each appointment. Instead, modern technology is being leveraged to provide quick, effective bookings, automate simple administrative tasks, and provide other solutions that make life easier for workers, managers, and customers alike. Despite all of the innovation, the field service industry is not without its challenges. As technology improves, customers demand more. Revenue streams must keep pace with the rising cost of business. Companies are increasingly called upon to provide more visibility, forecast demand more accurately, and give workers the tools they need to provide a better customer experience. By identifying key trends, we can begin to predict where the field service industry is headed and how companies can best stay ahead of the curve and prepare for the future. ## Where Field Service Is Headed As with any industry, innovation is a must. Without it, companies risk becoming obsolete. They’re easily surpassed by competition, which effectively shrinks them until they risk leaving the market permanently. There are several key factors that are currently driving change in the field service industry. While customers are demanding more from their service providers, the number of qualified technicians who can provide those services is shrinking, and companies face constant pressures to grow revenue along with efficiency. **Find out more about the future of field service** ### Increasing Field Service Demands from Customers [Ninety-seven percent](https://www.fieldez.com/trends-shaping-future-field-service-management/) of field service customers say a [great customer experience](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) is an important factor in their loyalty to your brand. Today’s customers know what they want: - **Online scheduling**: Giving customers an online portal to quickly cancel or reschedule an appointment makes working with you easier and more convenient, which sets certain field service providers apart from the rest. - **More precise scheduling**: Today’s customers don’t want to wait around for a service time window—they want to know exactly when their technician will arrive. - **Preferred technician:** If the customer had a great prior experience with a certain employee, why change a thing? Customers want to build a relationship with field service professionals that have [served them well in the past](https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/). - **Job status updates**: Just like tracking a package delivery, customers like the ability to “track” their technician or receive real-time updates on the status of a job, keeping them up-to-date on delays, arrival time, and more. ### Keeping Ahead of a Shrinking Talent Pool The majority of the Baby Boomer generation has reached retirement age, and the pace at which they’re [exiting the workforce](https://www.pewresearch.org/fact-tank/2020/11/09/the-pace-of-boomer-retirements-has-accelerated-in-the-past-year/) is picking up. This departure means there’s been a large loss of knowledge in the workforce. On top of that, according to Gartner, by 2020, more than 40% of field service work will be performed by contractors who will likely be working with more than one firm at a time. Essentially, field service providers will be sharing technicians. Together, these things mean it’s crucial that field service organizations begin preparing for an increasingly small and competitive talent pool: - **Training**: Have procedures in place to quickly and efficiently train new field service technicians. Help your technicians invest in themselves and their careers by identifying how the skills they have stack up against the needs you anticipate having in the future. - **Offer real customer relationships**: Everyone prefers working with people they like and with whom they have built a rapport. Give your technicians the opportunity to have real relationships with customers by sending the techs to customers they say they know and like. - **Flexibility and support**: Be easy to work for. Just as customers want someone who is easy to work with, talent with options will look for someone who is flexible and easy to work for. Respect your employees’ time and talents by giving them tools that help make them more efficient and better at their jobs. - **Understand your up-and-coming workers**: The oldest Millennials are now in their early 40s, and the oldest members of Gen Z are in their early 20’s and [starting to enter the workforce](https://www.businessnewsdaily.com/15873-managing-gen-z.html). So it’s important to [understand how to attract and retain](https://zinier.com/blog/the-next-generation-of-field-service-training-strategies-for-millennial-workers) these tech-savvy mid- to early-career workers on your team. ### Maximizing Revenue and Efficiency in Field Service The ultimate objective of any [field service management](https://www.skedulo.com/learn/field-service-overview/) system is to help your business increase revenue by fixing broken processes. Increasing revenue requires: - **Automating processes**: Automation helps mobile workers spend less time on actions that don’t make money—such as checking in with the back office for schedule updates or completing paper forms—and more on those that do, like ensuring positive customer experiences. - **Increased productivity**: With less paperwork and fewer hoops to jump through, mobile workers are free to complete more job requests. - **[Efficient scheduling](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) and routing**: Reducing windshield time and getting technicians off the road and onsite for jobs is a critical step to increasing revenue. - **Reduced callbacks**: Callbacks are costly in terms of both money and time. Giving field service workers the equipment and the information they need to complete a job request before arriving helps eliminate rework and multiple appointments. - **Forecasting accuracy**: When managers can easily see what’s coming in and what’s going out, workforce forecasts are more accurate, leading to more cohesive hiring, workforce planning, and investment strategies. Customer experience, maximizing revenue and efficiency, and making plans to deal with a shrinking talent pool are challenges that every field service organization will face. Being proactive and implementing [mobile field service technology](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) _now_ will allow companies to stay ahead of the curve. ## Skedulo’s Predictions for Field Service Now that we understand the factors driving the need for change, we can more accurately predict what the future of field service will look like. ### 1. Growth in AI and the IoT Artificial intelligence (AI) and the [internet of things (IoT)](https://comparesoft.com/field-service-management-software/iot/#:~:text=When%20it%20comes%20to%20Field,scheduling%20maintenance%20or%20locating%20vehicles.) are going to have a huge impact on the way field service organizations do business in the near future—and in some cases, they already have. For example, AI chatbots can now answer common, simple questions from customers without taking time from a live, salaried person. When field techs are working with customers, AI can help them learn about products or services to upsell, or preemptively answer questions that similar customers have had. AI and IoT even have a role in [predictive maintenance](https://www.fiixsoftware.com/maintenance-strategies/predictive-maintenance/)—alerting a customer or field service tech to a potential equipment problem before the problem has occurred. Imagine knowing when an HVAC system needs to be serviced before the homeowner knows, or getting a notification that a mission-critical machine at an oil plant is at risk of overheating. ### 2. Smart Devices Will Displace Legacy Tech Smartphones, smart watches, and virtual or augmented reality devices will be the solution of choice for many field service organizations in the future. Mobile field service workers can already get directions to their next appointment on their wrist, or quickly message colleagues across town—or across the globe—on their phone. In some cases, field service workers can even sit in their office as their[ virtual reality glasses help them troubleshoot](https://www.selecthub.com/field-service-management/virtual-reality-game-changer-field-service-management/) a machine thousands of miles away. ### 3. Automation Will Overtake Manual Administration The value of automation is in transforming simple tasks that are slow and error-prone into fast, reliable actions that facilitate better business. A field service provider can choose to automate time-consuming parts of the operation, including: - Recurring appointments - Dispatching - Location tracking - Invoicing - [Sharing and syncing data](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) - Inventory management - Order intake Automation reduces overhead, contributes to a strong competitive advantage, and frees up field service workers and administrative staff to focus on work that matters most. ### 4. Optimization Will Define Competition Field service organizations can bring in new customers, increase brand recognition, and ultimately become more profitable—all through optimization. Modern field service tools help organizations optimize every part of their field operation: number of jobs per day, time spent with customers, time spent on the road, employee experience, and so much more. With robust data from a [modern field service management (FSM) system](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/), organizations can assess their current processes and identify opportunities to be more efficient or profitable. As field service marches on, FSM tools will be used by more field service companies to optimize operations and achieve business goals—whether it’s to [cut overhead costs](https://www.skedulo.com/blog/roi-of-field-service-management/), retain customers, develop employees, retain employees, or something else altogether. ### 5. Proactive Data Analysis Will Get Companies Ahead of the Game The field service leaders of the future embrace proactive data analysis. Staying ahead of the trends and having a solid grasp on the present while looking toward the future allows field service organizations to evolve. Proactive data analysis includes predictive analytics. Data gathered can predict the likelihood of an issue before it occurs and recommend a course of action. For example, when the energy usage for an air conditioner skyrockets for some reason, it prompts a notification for a maintenance check. A field service technician is able to come out and address the problem before it becomes a major repair. This shift toward more proactive job orders (rather than urgent, reactive jobs), leads to [increased efficiency and lower costs](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/), which translates to a competitive edge: lower prices and [higher customer satisfaction rates](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). Another example of proactive data analysis in action is the ability to offer personalized services using the data gained from dozens of prior actions with a specific client. Personalized services can range from personalized settings to cross-selling and up-selling. When field service leaders embrace proactive data analytics, they can adapt to changing market conditions, better equip workers for success, and provide value-added service to existing clients while working to attract new customers. ## The Bottom Line in the Future of Field Service As field service continues to evolve, we’ll keep an eye on how our predictions play out in the market. But one thing is for sure: The field service industry isn’t going anywhere. In 2016, it was a $1.73 billion industry, and it’s projected to surpass[ $4 billion by 2025](https://fieldpoint.net/growth-field-service-management-market/). However, if field service organizations want to be around to experience that growth boom, they’ll need to stay on top of the trends and adapt to the necessary changes. Skedulo is designed to optimize and enhance field service through mobile-first scheduling, dispatching, and data sharing. Learn how to [choose a field service management platform](https://www.skedulo.com/resources/field-service-management-software-checklist/) that can keep up with the growth of your company and the continued evolution of field service. *This article was orginally published July 2018 and updated in June 2021 ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/future-of-mobile-work/" type: "blogPost" title: "The Future of Work and Mobile Workforce: Trend Predictions" author: "Trevor Morrison" date: "2018-01-10" description: "What will your business look like in the future? How will AI, VR, and the mobile workforce make an impact? Read our predictions for the future of work." lastmod: "2020-05-20" --- # The Future of Work and Mobile Workforce: Trend Predictions Published January 10, 2018 · Updated May 20, 2020 · By Trevor Morrison · 8 min read When it comes to work and the workplace, there are plenty of dissenting opinions about what the future will look like. [Two-thirds](https://www.pewinternet.org/2016/03/10/public-predictions-for-the-future-of-workforce-automation/) of Americans believe robots will perform most of the work currently done by humans in the next 50 years, but [some experts say](https://www.technologyreview.com/s/603370/robots-will-devour-jobs-more-slowly-than-you-think/) the automation revolution will happen slower than we think. The effect of automation on the labor market is a huge consideration for the future of work, but it’s not the only one. - Will we become more flexible and remote in working locations? - How will work/life balance evolve over time? - Will office spaces dwindle and home offices thrive? - What industries are poised for a transformational shift? - How will these industry changes affect the way their employees work? So, what trends in the workplace should we expect to see in the coming years? We decided to pose this question to the team at Skedulo, as well as a few of our customers who are setting the pace when it comes to using technology to effectively manage a mobile workforce. Here are several predictions from our very own on the future of mobile workforces: Drones and Air Freight in the Mobile Workforce Amazon’s “Prime Air” service [made its first autonomous delivery](https://www.recode.net/2017/3/24/15054884/amazon-prime-air-public-us-drone-delivery) in the U.S. in 2017, and they are investing heavily in their drone services while they wait to see how regulations work out. Walmart has also [applied for permission](https://www.reuters.com/article/us-wal-mart-stores-drones-exclusive/exclusive-wal-mart-seeks-to-test-drones-for-home-delivery-pickup-idUSKCN0SK2IQ20151027) to test drones for home deliveries, and Google is investing heavily in [Project Wing](https://www.businessinsider.com/project-wing-update-future-google-drone-delivery-project-2017-6), their delivery drone project (which includes an important first step: the software to manage drones from many different manufacturers as they travel in all different directions above us). **_“I think drones and air freight will become a handy resource for swift delivery and customer management. Take aged-care workers as an example—perhaps they are on the job throughout the day and they have run short of equipment or perishables. They could request these from the head office and have them immediately dispatched to the appointment they will be at within the expected delivery time frame. I think the challenge of something like this would be government capacity. Technology is always ahead of regulations.”_** **- Mitchell Usher, Operations Manager, Skedulo** ## AI, VR, and Wearable Tech in the Future Workforce The wearable tech market is expected to [grow to $34 billion](https://www.forbes.com/sites/paullamkin/2016/02/17/wearable-tech-market-to-be-worth-34-billion-by-2020/#5edc33ee3cb5) by 2020. Artificial intelligence as a whole is harder to quantify because its effects are felt throughout several different industries, and experts remain split on its economic impact. Estimates range between [$644 million and $126 billion](https://www.mckinsey.com/~/media/McKinsey/Industries/Advanced%20Electronics/Our%20Insights/How%20artificial%20intelligence%20can%20deliver%20real%20value%20to%20companies/MGI-Artificial-Intelligence-Discussion-paper.ashx) by 2025—but everyone agrees it will shake up how we work along the way. **_“I think Artificial Intelligence (AI) and possibly Virtual Reality (VR) will be used to deliver to customers. People can use mobile instruments that communicate with electric cars with built-in dash panels. Mobile workforces require the ability to use a mobile workforce solution with ease, perhaps synced to wearable devices like watches and bracelets. This would also include an element of voice control through keyword dissection, so the mobile worker could mutter “Where’s my next job?” and have coordinates and details automatically assigned to them and their devices.”_** **- Alec Heath, Technical Writer, Skedulo** ## Self-Driving Vehicles and the future of Work There’s plenty of work to do to convince a [skeptical general public](https://www.consumerreports.org/cars-americans-have-big-concerns-about-self-driving-cars--surveys-sho/) that this new technology is safe—but then again, most major innovations come with healthy skepticism. Auto manufacturers and tech companies are working on refining self-driving cars for public use, and regulations are working on how to catch up. **_“Autonomous cars will shorten distances. Travel will be effortless and travel time will become efficient time where the worker can complete admin tasks, professional development etc. Both customers and service providers will agree to travel long distances (compared to today) to get the RIGHT service.”_** **- Sharon Cohen-Ofir, IT Manager, Montrose Therapy & Respite Services** ## ‘Smarter’ Machines for Work There are [plenty of great examples](https://insight.kellogg.northwestern.edu/article/take-5-how-humans-benefit-as-machines-get-smarter) of smarter machines benefiting humans, and it seems like new ones crop up every day. As these devices become fully incorporated into the workplace, [deep learning capabilities](https://theinstitute.ieee.org/technology-topics/artificial-intelligence/the-next-step-for-artificial-intelligence-is-machines-that-get-smarter-on-their-own) will open up even more opportunities for robot-human collaboration. **_“Right now the big conversation is around how technology and machines will replace humans. This will have an opposite impact. As we move into the next 10-15 years, machines and technology will become a bigger part of how people complete their work. Machines are already here today in the form of computers and smart devices, we’ll see the rise of “smarter” machines, powered by AI, that will allow people to make smarter decisions as it relates to their work, allowing them to be as efficient and successful as possible in the process.”_** **- Daniel Frohnen, VP of Marketing, Skedulo** ## Skill Development and Relationship Focus Although AI will undoubtedly become an essential part of the workforce—potentially [doubling annual economic growth rates in 2035](https://www.accenture.com/us-en/insight-artificial-intelligence-future-growth)—there are some areas where humans simply cannot be replaced. As AI enters the workforce, humans will shift into [higher-order jobs](https://www.forbes.com/sites/mohanbirsawhney/2018/03/10/as-robots-threaten-more-jobs-human-skills-will-save-us/#362fda393fce) that require advanced cognition, such as not taking food orders but managing the robots that do. Furthermore, there are professions that require emotional intelligence and empathy that AI cannot provide, including nursing or mental health services. _"The nature of services we provide will be far less focused on practical supports like assistance with daily living tasks and more focused on assisting people to develop skills and relationships to meet their own needs using technology. Transport will be achievable with automated vehicles, assistance with meals will be provided by the drone delivery and domestic tasks completed by robot. All these technologies already exist now – but they will be common place. The current workforce will still be engaged, but as teachers and enablers. They will need to be experts on how to identify the right tools to meet customers unique needs –and how we help them achieve or maintain independence!"_ **- John Rowland, Director of Projects and Business Performance, OAK Tasmania** ## The Rise of Remote Work Remote work seems to be the new wave of work in the future. In fact, a [recent survey of business leaders](https://www.fastcompany.com/3034286/will-half-of-people-be-working-remotely-by-2020) at the Global Leadership Summit in London found that “34% said more than half their company’s full-time workforce would be working remotely by 2020”. The push for more flexibility is correlated to productivity and outcome-based working. According to the State of Work Productivity Report, “65% of full-time employees think a remote work schedule would increase productivity.” This is backed up by more than two-thirds of managers reporting an increase in overall productivity from their remote employees. _**“**I am expecting, and hoping for, growth in Outcomes Based Working across workplaces. Outcomes Based Working allows employees to focus on results, working collaboratively with other employees to achieve the best outcomes for your customers and ultimately your business. This allows for flexibility in the workplace - people are free to find the best way to achieve an outcome, regardless of time clocked in "at the desk". Clock watching would become a thing of the past; if someone can achieve their best work from 6am - 3pm, then it's much better value for the salary costs to have them working those hours rather than paying them for an unproductive 3pm-5pm slump.**”**_ **- Emily Hay, Technical Project Manager, Skedulo** ## The Future Is Already Here The [SoLoMo “trend”](https://www.entrepreneur.com/article/226408) is not a passing fad—it’s a whole way of reaching people. People are seamlessly connected to each other and to the rest of the world, and we carry nearly infinite sources of information in our pocket. As more and more companies embrace SoLoMo and smart machines, companies can make customer experiences more individualized and situational. **_“I think the future of work is already here, it just happened so fast that we missed how revolutionary it was. We have offloaded much of our memories and processing to these magical devices we carry around in our pockets. We’re never lost anymore, always connected to each other, infinitely smarter than we’ve ever been individually. In short, we’ve become cyborgs and we were too busy to notice. The social, local, mobile (SoLoMo) movement of prior years was connective tissue enabling us to think bigger and handle higher order tasks. Mobile workforces in 2018 will be looking to take on these higher order tasks: moving from scheduling one-off jobs to optimizing large scale projects, enhancing the superpowers of their people in the field with more timely information and analysis of work in progress, and tying communication to context to unlock the power of the team.”_** **- Drew Dillon, Chief Product Officer, Skedulo** ## The Future of Managing Work In the Field Experts at [Forrester](https://go.forrester.com/blogs/17-01-30-top_trends_for_customer_service_in_2017_operations_become_smarter_and_more_strategic/) agree that field service will be the face of your company. There will be a continued focus on using field service technologies outside of traditional industries. These technologies will increasingly leverage analytics to manage scheduling and dispatching, taking into account skills, tasks, work orders, assets, time sheets, and service policies.” While these industries grow, the workforce itself will be changing as well. Analyst firm Gartner predicts that by 2020, more than 40% of field service work will be performed by technicians who are not employees of the organization that owns the customer relationship. **_“The bottom line is the workforce is changing, and so are customer expectations. In order to meet and exceed customer expectations, you have to understand the state of customer service in general. Amazon, Postmates, Lyft, or the next industry mover make it easy for customers to access their service and consistently deliver on the promises they’ve made. That has changed expectations across the board. Additionally, we can’t forget that by 2020, there will be 105 million mobile workers in the U.S., representing nearly 75% of the U.S. workforce. It has completely changed the dynamics of mobile workforce management, and the tools needed to get the job done. It’s now about connecting the journey across the customer, back office / scheduler, and mobile worker.”_** **- Matt Fairhurst, Co-Founder / CEO, Skedulo** ## What Do You See in the Future Workforce? What do you think? Let us know your thoughts on the future of mobile workforces in the comments below. Meanwhile, check out [The Rise of Field Service (FSM)](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/) to see why mobile-first solutions are here to stay. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/future-of-work-for-generation-x-baby-boomers/" type: "blogPost" title: "How the Workplace is Changing for Workers Over 40" author: "Ed Backhouse" date: "2018-04-30" description: "Demographics and technology are changing how, where, and when we work. Learn how new tech and generational differences shape work for older workers." lastmod: "2020-05-20" --- # How the Workplace is Changing for Workers Over 40 Published April 30, 2018 · Updated May 20, 2020 · By Ed Backhouse · 4 min read Workers aged 40 years and older are at the forefront of one of the biggest disruptions of the labor market in U.S. history. How we work continues to change, and Baby Boomers and Generation X-ers [may stand to benefit](https://www.marketwatch.com/story/if-youre-over-40-and-work-youre-in-for-some-big-surprises-2018-03-16). Workplace trends show an increase in the use of artificial intelligence (AI), more opportunities for skilled older workers, and an increase in location-independent jobs. What’s more, the gig economy is expected to grow to an estimated [100 million](https://medium.com/@startuphackers/how-will-100-million-independent-workers-find-manage-work-in-2030-666a4535d269) freelance workers by 2030. Where we work continues to evolve as well. Workloads—and remote employees—are increasingly managed through virtual computing environments hosted in the cloud. This new trend toward agile, lean work strategies allows more employees to work anywhere, anytime, while staying connected to managers and clients through mobile devices and other applications. Mobile work is the new norm, and workers seem to love it. Two-thirds of workers want to work remotely, [36% would choose it over a pay raise](https://globalworkplaceanalytics.com/resources/costs-benefits), and 80% consider ‘telework’ a job perk. Employers who adopt and implement [mobile workforce management solutions](https://www.skedulo.com/learn/mwm-overview/) are better positioned to recruit, retain, and develop mobile workers while saving money on office space and tech equipment. ## Workplace Trends Affecting Baby Boomers and Generation X There are three primary forces driving workplace trends and the future of work, particularly for older workers: 1. **Demographics:** High birth rates in the U.S. from the 1940s through the early 1960s gave rise to the baby boomer generation, and an influx of educated, skilled workers entered the marketplace. Birth rates slowed down in the late 1970s through the 1980s—the years forming Generation X—resulting in fewer workers. As baby boomers begin to retire, there is an expected shortage of workers in years to come. 1. **Automation:** The robots may not be coming to take over the universe, but automation is expected to displace many workers. By 2050 [artificial intelligence](https://www.businessinsider.com/ways-the-workplace-will-look-different-in-the-future-2016-1#-but-could-also-create-jobs-that-didnt-exist-before-3) (AI) is expected to change, if not replace, up to 50% of the workforce. Manual labor jobs will be hit hardest by the first waves of AI, while jobs that require the “human touch”—such as customer service, medical care, and other roles—will be enhanced by AI in new and innovative ways. 1. **Inequality:** As automation and AI take on a bigger role in the workplace, highly skilled and highly compensated workers stand to benefit the most—and middle-income and low-income families [may benefit the least](https://www.bain.com/publications/articles/labor-2030-the-collision-of-demographics-automation-and-inequality.aspx). As highly skilled workers become more scarce, their incomes are pushed even higher (relative to lesser-skilled workers), increasing income inequality. While these trends may be troubling for some workers, there is plenty of evidence that new technology—including AI—will bring more flexibility and longevity to older workers. ## Benefits of New Technology For Workers Over 40 New technology that enables remote work is immensely popular with older workers who want more flexible hours, less time spent commuting to work, and better work-life balance. The potential benefits of new workplace technology includes: - **Decreased age discrimination**: As the workforce slowly dwindles, companies will have an incentive to retain their existing skilled workers. Companies will consider skills training and more flexible work schedules for existing workers, rather than replacing employees who need a new work arrangement. - **Increased acceptance of non-traditional learning: The traditional four-year college degree was a gateway to employment in the past, but as the workforce changes, companies are more willing to accept online programs, virtual training, and other development paths. These new, more flexible education programs will make it easier for older workers to adapt to new responsibilities, as well as helping younger workers get in the door in the first place.** - **Increased need for skilled workers**: It is estimated the [half-life of a learned skill ](https://www.paulkeijzer.com/crisis-shrinking-half-life-of-skills/)is 5 years and shrinking. As technology changes, it affects the needs of employers—and the skill sets needed by employees in order to excel at work. Employees who take the time to learn new skills and participate in new programs will stay relevant in the workplace, giving them a key advantage. - **More telecommuting opportunities**: Fierce competition for skilled workers will encourage companies to offer flexible work arrangements and non-standard employment offers. Employees are very interested in these flexible arrangements; in fact, a survey of 2000 employees found [80% would take a contract position](https://www.hays.com/press-releases/us-workers-willing-to-compromise-on-salary-for-the-right-benefits-company-culture-and-career-growth-opportunities-2030744) if it gave them more of what they wanted. Employers will need to offer a mix of flexibility, compensation, and benefits to compete for top talent. Companies that hire and retain older workers reap substantial benefits. HR professionals report that older workers are more loyal, more engaged, have less turnover, and are [more productive](https://www.recode.net/2016/10/18/12427494/old-aging-high-tech) than their younger coworkers. ## Skedulo Supports Mobile Workers More and more businesses are finding success not in the office, but [out in the field](https://www.skedulo.com/learn/field-service-overview/). As more companies adopt a mobile work mentality, it gives rise to new management techniques and technology. Mobile workforce management software helps businesses communicate with and monitor location-independent workers in real-time, from any device. It provides a seamless thread of connectivity throughout the organization, and an integrated, central system for all of a company’s data. Work is changing, and Skedulo is built to keep up with businesses that are constantly on the move. [Book a demo today](https://www.skedulo.com/book-a-demo/) to see how Skedulo can help you manage a dynamic mobile workforce and compete in today’s tech-driven world. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/g2-field-service-management-report-ranks-skedulo-highest-rated-leader/" type: "blogPost" title: "G2 Field Service Management Report Ranks Skedulo Highest-Rated Leader" author: "Michael Gleason" date: "2020-12-16" description: "G2 has published its Winter 2021 Field Service Management Grid Report. See the results, what verified Skedulo users said, and what Skedulo achieved." lastmod: "2021-02-09" --- # G2 Field Service Management Report Ranks Skedulo Highest-Rated Leader Published December 16, 2020 · Updated February 9, 2021 · By Michael Gleason · 4 min read G2 has published the Winter 2021 Field Service Management Grid Report and we are excited to share the results and perspectives of verified Skedulo users. Skedulo was recognized with a number of achievements, including: - The [leader in Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-winter-2021?featured=skedulo&secure%5Bgated_consumer%5D=9f07a157-f0e8-4483-9838-641df712e4a4&secure%5Btoken%5D=3da5b98a27458110a08e51ac9119260718d984afa0dc59847ed1109d297ea190&utm_campaign=gate-789221) with the highest customer satisfaction rating - Momentum Leader for Field Service Management - [#1 in Field Service Management Relationship Index](https://www.g2.com/reports/relationship-index-for-field-service-management-winter-2021?featured=skedulo&secure%5Bgated_consumer%5D=f1e9fbe3-6819-4fd4-8bc7-632d69768448&secure%5Btoken%5D=c234520405527b3c3684b8e480d46f02099c5fc23dd3a67f879b745f71b4807f&utm_campaign=gate-790350) Reviews show that Skedulo customers realize return on investment 26% faster than average Field Service Management (FSM) customers. Additionally, Skedulo customers go live over 25% faster than customers of other FSM providers. Skedulo also earned the “Most Likely to Recommend” Enterprise Badge, a strong endorsement from our larger customers. ## Supporting Field Service & Deskless Work in the Age of COVID-19 We truly spend an enormous amount of time thinking about the challenges of deskless work, which have largely been amplified in the age of COVID-19. In fact, [51% of all workers say their job satisfaction has been negatively impacted](https://www.skedulo.com/learn/deskless-workers/) by COVID-19. Many deskless workers have been working more hours (31% of the hundreds of deskless workers in our [recent study](https://www.skedulo.com/learn/deskless-workers/)), struggled to balance work and at-home childcare (24%), feel they don’t have the necessary tools at work (21%), and struggle specifically with technology during the pandemic (18%). ### With that perspective in mind, I am personally proud to work at an organization that strives to improve the lives of deskless workers and the teams that support them, earning feedback including: “Game changer … Skedulo allows our entire agency to remain as efficient as possible, while continuing to services our patients with top notch care. Skedulo also provides a customer experience to our clients, that is similar to a human interaction. Our team loves Skedulo and cannot think back to what life was like without this platform!” “What I like most about Skedulo is how easy to use it is and yet still very multi-functional. Anyone with very basic computer skills can learn Skedulo and master it in a few hours (if not minutes....). I think without Skedulo, my transition to this new job could have been challenging. I feel comfortable with how I navigate through it like a pro ..and this is just my second week at work… I rate Skedulo very high and recommend it to any company…” “[We like] the simplicity of use. We have many contractors and all are able to navigate it and it has made our internal systems far better. Before Skedulo, we used spreadsheets, which have their own flaws. One of the best features of Skedulo is that it has allowed us to scale our business. We have multiple teams of people who use it for different purposes and all benefit greatly from it. Whether it is a sales team looking for available workers to fill a job or a scheduling team looking to engage our workforce, Skedulo makes it all easier.” “From a management perspective, being able to make schedule changes that reflect for end-users in real time is fantastic. Having the ability to view check-ins/check-outs by geolocation as well as timing is a great tool for individual accountability and time tracking.” **Compare the Top Field Service & Workforce Management Softwares of 2021** "Before we were using Skedulo, we were using email to communicate shift information with our cleaners, and spreadsheets to track availability, scheduling, and checking in/out. Skedulo has allowed us to schedule with ease, communicate the schedule and the needs of each appointment to our cleaners, track check ins/outs of each appointment within the app (previously emails as well). By not needing to spend so much time tending to the scheduling, we are able to focus our attention and efforts on other aspects of our company to help it improve and grow across the board!” "Skedulo is really way ahead of others in terms of their technology-specific to healthcare. It has been really helpful for our team to utilize this platform in order to be able to schedule in real-time rather than having to go back and forth with a healthcare provider to schedule a visit out.” “I like how versatile the program is. It almost seems like it was catered to our services. The application is very versatile and adaptable to our needs managing a remote workforce. It is user friendly for our staff along with the members of our remote workforce. It's integration into our CRM has made it easy for us to integrate every aspect of the business to the application. I also like the ability to view the workforce schedule in different views so it easily adapts to our needs. The tags function is also very useful as we're able to accommodate the needs of our clients along with the needs of our remote workers. Skedulo has helped us deliver a seamless service for our clients while accommodating our cleaning staff.” ## Get the G2 Winter 2021 Field Service Management Grid The full [G2 Winter 2021 Field Service Management Grid](https://www.g2.com/reports/grid-report-for-field-service-management-winter-2021?featured=skedulo&secure%5Bgated_consumer%5D=9f07a157-f0e8-4483-9838-641df712e4a4&secure%5Btoken%5D=3da5b98a27458110a08e51ac9119260718d984afa0dc59847ed1109d297ea190&utm_campaign=gate-789221) dives into greater detail, including a comparative ranking of all Field Service Management vendors. Additionally, G2 provides a full collection of the [174 Skedulo reviews from verified users](https://www.g2.com/products/skedulo/reviews). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/g2-ranks-skedulo-the-1-field-service-management-solution-in-spring-2023/" type: "blogPost" title: "G2 Ranks Skedulo the #1 Field Service Management Solution in Spring 2023" author: "Bartek Woroniecki" date: "2023-04-18" description: "Skedulo was named the #1 Field Service Management Solution in G2's Spring 2023 Grid Report, thanks to the support and reviews of our amazing customers." lastmod: "2023-10-09" --- # G2 Ranks Skedulo the #1 Field Service Management Solution in Spring 2023 Published April 18, 2023 · Updated October 9, 2023 · By Bartek Woroniecki · 1 min read We are thrilled to announce that Skedulo has been named the #1 Field Service Management Solution in G2's Spring 2023 Grid® Report! We couldn’t have done this without the support & reviews from our amazing clients and our unwavering dedication to providing them the best-in-class mobile workforce management software solution on the market. G2 has also recognized Skedulo with achievements including: - Ranked #1 on the [Field Service Management Grid®](https://www.g2.com/reports/grid-report-for-field-service-management-spring-2023.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=3030203&secure%5Btoken%5D=01314d6f18abed76933b1c795b59deac752386b4aa6267aa6d89df57b5d2c393) - 21st Consecutive Quarter Leader in Field Service Management - Leader in the Enterprise Grid for Field Service Management - Users Most Likely To Recommend among Enterprise Companies With over 35 million on-time appointments for companies like American Red Cross, DHL, Sunrun, Service Master, and Connexin, Skedulo helps companies revolutionize their scheduling processes and produce results like: - 48% Reduction in time to schedule - 20% Increase in deskless worker productivity - 68% Increase in customer satisfaction (up to 68%) - 15% Increase in billable appointments Ready to experience the #1 Field Service Management Solution for yourself? Schedule a demo today and find out why Skedulo has earned the top spot in G2's Spring 2023 Grid® Report! G2 is a leading B2B software and services review platform that helps businesses make informed decisions based on authentic user experiences. Our top spot on the Spring 2023 Grid® Report is a testament to our commitment to excellence in the following categories: **Market Presence**: Skedulo boasts a strong, recognizable brand with a large and growing customer base. **Customer Satisfaction: **Our customers love us, and their ratings prove it! Skedulo has earned the highest satisfaction scores among our top competitors in the Field Service Management Software category. **Features and Functionality**: Skedulo's comprehensive feature set, ease of use, and seamless integrations make us the go-to choice for businesses seeking an effective, efficient, and adaptable solution. In addition, Skedulo provides value to our customers much sooner than some of our top competitors. **Time to ROI**: Skedulo’s estimated Payback Period is, on average, **30% quicker** than our two closest competitors. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/g2-spring-2022-field-service-management-leader/" type: "blogPost" title: "Proud to Revolutionize Innovative Organizations & Continue to be a G2 Spring 2022 Field Service Management Leader" author: "Danielle Barbour" date: "2022-04-27" description: "G2 has published the Field Service Management Grid Report and Skedulo is honored to remain a G2 Spring 2022 Field Service Management Leader." lastmod: "2022-04-27" --- # Proud to Revolutionize Innovative Organizations & Continue to be a G2 Spring 2022 Field Service Management Leader Published April 27, 2022 · By Danielle Barbour · 2 min read G2 has published the Field Service Management Grid Report and Skedulo is honored to remain a leader while garnering the following achievements: - **Ranked Number 1** [Mid-Market Grid](https://www.g2.com/reports/mid-market-grid-report-for-field-service-management-spring-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=1991719&secure%5Btoken%5D=2ebddd0fbb9806c40869ef442f7ed1d0d96a2fd9741660f24588923e262c1e63) in Field Service Management - **16th Consecutive Quarter **[Leader in Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-spring-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=1991721&secure%5Btoken%5D=b5c5303f9a1e6434356abecd254f0dd5fcf02dea54d0f96ce1f44fc921f72788) - **Leader** in [Momentum](https://www.g2.com/reports/momentum-grid-report-for-field-service-management-spring-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=1998100&secure%5Btoken%5D=235a1cf534ce58ddb168ded606f186f432695f1fbe192a2f61acae4933f6bca0) for Field Service Management Skedulo **also** continues to be recognized for being a leader in Satisfaction, Market Presence, and Mid-Market Field Service Management (FSM) Workforce. Customers benefit from growing with a Skedulo partnership mindset: their success is our success. ## We Are Proud to Revolutionize Innovative Organizations Skedulo [digitizes existing workforce management](https://www.skedulo.com/blog/6-ways-digital-transformation-can-truly-support-your-deskless-workforce/) and scheduling processes through an extensible platform that connects internal systems and processes to simplify scheduling operations while empowering mobile workers with an easy-to-use mobile app to improve productivity. We strive to treat customers as partners, share industry-specific best practices, and help organizations realize clear ROI via rapid deployment with best-in-class payback periods and go-live time frames. Skedulo is proud to partner with organizations with a deskless workforce and earn positive feedback in recent reviews, including: “We needed to schedule tens of thousands of covid19 tests for the local university students, faculty, and staff. With mass testing at the beginning of each semester and after every break, plus routine weekly screening of a subset of the population. **Skedulo made this easy, and we were able to quickly download csv reports that were used to automate the process of registering people, ordering the test, and communicating the results.** Later, we used Skedulo to schedule covid vaccinations for healthcare workers.” -Kane F, CIO “Within our business, **Skedulo allowed us to free up a lot of manual processes**; for example, we can now pull all of our employee's availability dates within the Analytics console instead of manually conducting a count. **The Skedulo Mobile App aids our field employees to receive all of their job information right on the app, including the foreman's details and the ability to navigate to the job location.** This eliminates the constant questions our dispatchers receive daily from field employees. We can also pull a lot more analytic information that we were never able to. **Skedulo allows us to increase our detailed audits to optimize our business where necessary.**” -Leanne E, Dispatch Systems Administrator “**Skedulo has made it easy for us to schedule our maintenance technicians to go to our properties. It lets us customize the information that they can see, lets us tell them how urgent the job is, and allows us to track where our guys are at any given time.** We are able to better route optimize jobs for our technicians that are in the field. We can plan their schedules in a way that works for them and are able to provide them all the information they may need in order to complete a job” -Amanda B, Operations Lead ## Get the G2 Spring 2022 Field Service Management Grid For complete details on the Spring Field Service Management market and Skedulo’s leader ranking, access the full [G2 Fall 2021 Field Service Management Grid Report](https://www.g2.com/reports/grid-report-for-field-service-management-spring-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=1991721&secure%5Btoken%5D=b5c5303f9a1e6434356abecd254f0dd5fcf02dea54d0f96ce1f44fc921f72788). Additionally, G2 provides a full collection of the [248 Skedulo reviews from verified users](https://www.g2.com/products/skedulo/reviews#reviews). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/g2-summer-2022-field-service-management-leader/" type: "blogPost" title: "Transforming Innovative Organizations & Continuing as a G2 Summer 2022 Field Service Management Leader" author: "Craig Panigiris" date: "2022-07-29" description: "G2 has published the Field Service Management Grid Report and Skedulo is honored to remain a leader" lastmod: "2022-07-29" --- # Transforming Innovative Organizations & Continuing as a G2 Summer 2022 Field Service Management Leader Published July 29, 2022 · By Craig Panigiris · 2 min read G2 has published the Field Service Management Grid Report and Skedulo is honored to remain a leader while garnering the following achievements: - **Ranked Number 1** [Mid-Market Grid](https://www.g2.com/reports/mid-market-grid-report-for-field-service-management-summer-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=2999405&secure%5Btoken%5D=86d02dd283992beb96ab8fc409e216ad4cc440d0132586678a745535bd598750) in Field Service Management - **17th Consecutive Quarter **[Leader in Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-summer-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=2999407&secure%5Btoken%5D=06131edcd3de7e7a36c6f18a5cdb96cdca323588325329a17fc2fa3c1cfcbe8d) - **Leader** in the [Enterprise Grid ](https://www.g2.com/reports/enterprise-grid-report-for-field-service-management-summer-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=2999406&secure%5Btoken%5D=3f31927d2f83d275486c97877d3d4034963c2d876a81f1c882abcea54fd26b73)for Field Service Management Skedulo **also** continues to be recognized for being a leader in [Small Business](https://www.g2.com/reports/small-business-grid-report-for-field-service-management-summer-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=2999403&secure%5Btoken%5D=ebaa0a27ca02db0473d72a796fa12befad05163d56837a8c96bcc7d8b7fe6557), Workforce Management, and Employee Scheduling. Skedulo delivers world-class client service from first contact through deployment and beyond, customers benefit from a hands on, consultative approach. ## Transforming Innovative Organizations Skedulo builds deskless productivity software for the 80% of workers who don’t work in a traditional office setting, from employees in fixed locations to mobile workers on the frontline. On average, Skedulo users benefit from a **48% time-to-schedule reduction**, a **20% increase in deskless worker productivity**, a **15% billable appointments lift**, and a **customer satisfaction boost**. Skedulo is proud to partner with organizations with a deskless workforce and earn positive feedback in recent reviews, including: “An excellent resource for **managing multiple moving parts**! Skedulo allows us to **manage our field line team remotely, on the fly**, and **provides visibility for our leadership** and line team on schedules and accountabilities.” -Denis L, Branch Manager “Skedulo helps me solve any inconsistencies between our records so I can see what should have been scheduled and if anything happened to that plan. **We have so much going on every day the only way to see everything that is happening is with a system like this.**” -Isabelle H, SSW Administrator “The ease of use - the platform, either on a desktop managing it or the app to use it, is straightforward and clear. This is key when it comes to training new staff that use Skedulo as they can pick it up quickly without any issues. The platform offers a **user-friendly** way of making sure all of the staff we have are allocated to work and have **all of the information needed at the touch of a button**. Skedulo is enabling us to have all **information in one centralized place** that our logistics team can use and alter as and when needed. This gives everyone a** live view** of what is happening whereas before, using multiple spreadsheets, information could be missed or incorrect.” -Jamie S, Professional Development Coach ## Get the G2 Summer 2022 Field Service Management Grid For complete details on the Summer Field Service Management market and Skedulo’s leader ranking, access the full [G2 Summer 2022 Field Service Management Grid Report](https://www.g2.com/reports/grid-report-for-field-service-management-summer-2022.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=2999407&secure%5Btoken%5D=06131edcd3de7e7a36c6f18a5cdb96cdca323588325329a17fc2fa3c1cfcbe8d). Additionally, G2 provides a full collection of the [263 Skedulo reviews from verified users](https://www.g2.com/products/skedulo/reviews#reviews). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/get-to-know-skedulo-david-wabel-snr-growth-director/" type: "blogPost" title: "Get to know Skedulo – David Wabel – Senior Director, Growth Marketing" author: "David Wabel" date: "2021-09-20" description: "Meet David Wabel our Snr Director of Growth, as he tells us about his Skedulo story." lastmod: "2021-09-21" --- # Get to know Skedulo – David Wabel – Senior Director, Growth Marketing Published September 20, 2021 · Updated September 21, 2021 · By David Wabel · 4 min read I’ve always been inspired by creative works, and often entertained the thought of becoming a poet in my younger years. But, being extremely difficult to make a living, I opted instead for a career in advertising – a choice where I felt I could combine my love for creativity with the potential for a good living. Since then my work has taken me many places, across a huge variety of sectors including banking, insurance, law and healthcare (to name a few). Most recently I worked as a self-employed Growth Marketing Strategist, where my goal was to engage with as many clients as possible so I could pinpoint an area that I was truly passionate about. In that time, I discovered an affinity for technology. More importantly though, I developed a strong sense that important work meant doing things that have a much bigger impact than I alone can achieve. So when the opportunity came up to join Skedulo in 2020, it ticked all the right boxes for me: right stage, right people, right culture, and with a leader I knew I could work for. I was also excited about the company’s burgeoning global presence – which ultimately meant I could live locally, but see the rewards of our work on a global scale. ### Learning to curve my sharp elbows Having spent over 15 years in marketing, I’d had no choice but to develop a thick skin. Advertising can be as cut-throat as they say (I see a lot of truth in the Mad Men series), and I’m also incredibly process driven which stems back to my childhood. I grew up in the midwest and my father was an engineer who made parts for vehicles. A lot of precision goes into that type of work because any errors can be fatal. I’ll never forget one particular summer…I was 14 and the latest round of parts didn’t fit. My parents put me on a truck to Kentucky with a WW2 veteran and 6 pallets of metal parts, and then I sat in the factory for 2 weeks re-machining them so the production line could go on. I hated it at the time, but looking back you think about how experiences like this shape you as an adult. Being very process-driven, and having developed sharp elbows from decades in marketing, I know I can come off as a bit adversarial. It was a bit of a shock to the system to find that Skedulo is not like this at all. > Everyone genuinely lives by the company value: Caring for each other. It may take some time getting used to, but until then I’m learning that I don’t always need to be the tough guy in the room. I think it’s important to learn from our past and present, and also consider how other people’s past and present shapes their own personal experience. Even though someone might come off as being tough or blunt, you never know what’s going on behind the scenes. ### A peek behind the scenes of my life I love to travel, and used to travel a lot before COVID. I also love to read, cook and dabble in interior design. I enjoy having fresh flowers in the house as I love that they bring the outdoors inside and it gives me great joy to see things alive. Another area of passion for me is music. I particularly like versatile singer songwriters who bring poetic creativity into their music. Aretha Franklin, Frank Ocean, Rufus Wainwright, and Taylor Swift are particular favourites, as are newcomers like Lil Nas X. Growing up, most of the music in our house was country. As I got older, I introduced rock and roll (Beatles, Creedence Clearwater Revival, Fleetwood Mac, AC/DC…all the favourites) which absolutely drove my parents crazy. I remember getting into trouble for sneaking out to attend an AC/DC concert, but that’s a story for another time! When I travel, I always try to visit the Opera because I consider it one of the highest arts there is. I believe music is a way to share experience, and some of these really hit home. Not too long ago, I heard the song “Sun Goes Down” from Lil Nas X, about a young man who is gay and spent all of his younger years afraid to tell anyone. He sat crying in the bathroom at his high school prom – and as a kid who had similar experiences growing up, I found the poetry in the music very powerful. As Loretta Lynn once said, you don’t know how important something is until you look back, and I feel music helps us do that by triggering thoughts and emotions. One important thing I’ve learned in life is that we seem to succeed the most when we allow ourselves to be vulnerable. And as I settle into my journey with Skedulo, I’m so excited to continue learning about myself and to see where this new road takes me. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/get-to-know-skedulo-hieu-tony-le-senior-qa-engineer/" type: "blogPost" title: "Get to know Skedulo - Hieu “Tony” Le, Senior QA Engineer" author: "Craig Panigiris" date: "2021-08-13" description: "Meet Hieu “Tony” Le, Senior QA Engineer as he tells us about his Skedulo journey." lastmod: "2021-08-13" --- # Get to know Skedulo - Hieu “Tony” Le, Senior QA Engineer Published August 13, 2021 · By Craig Panigiris · 3 min read Many people don’t know that Skedulo has an office in Vietnam – but we do! We opened in 2019 with just around 12 staff, and it has now grown to more than 50 people. The team comprises Devlopment, Engineering and I work within the Quality Assurance (QA) team. Being a QA engineer was not my original career path – when I graduated from university with a Bachelor of Computer Science, I first worked as a developer. But I quickly found it wasn’t for me and decided to move to QA, which is the final gate to make sure quality is the best it can be before it’s delivered to the client. I still remember the day I was invited to join the team at Skedulo. It was 2016 and I had been working as a QA engineer for another company. Skedulo’s director in the Vietnam team approached me and asked if I wanted to challenge myself with a new technology. As I already knew a few people who were working at Skedulo and they were very happy, I applied and have now been with the team for almost 5 years. ### A fast-paced team, dedicated to customer happiness Quality assurance is fast-paced at Skedulo. Our job is to eliminate customer issues and make sure the quality we deliver is very high. We work alongside developers, [customer success managers](https://www.skedulo.com/blog/why-customer-success-is-at-the-heart-of-skedulos-success/), project managers, solutions architects, and customers to work out requirements and develop a roadmap on how we will deliver to their needs. Skedulo’s teams use an agile scrum method, so we work in sprints as we journey from receiving requirements to problem solving and project completion. It’s always interesting work and I’m very motivated by customer satisfaction. What makes working here so special though is our people and culture. The environment is definitely different to anywhere else I have worked. We’re all encouraged to develop and share ideas with our manager or team leader without any concerns that we should feel worried or embarrassed or ignored. It feels like a family here and everyone genuinely cares about meeting customer needs and delivering outcomes on time. Customer driven is one of our values so we work hard to make customers happy and provide a very practical product that provides real value for money. ### Memorable moments 2020 was a difficult year with COVID, and in Vietnam we had to work from home for one month. It was crazy in my house, and very distracting with all the family at home. My dog even added to it by jumping into my work seat before I could sit down every morning – so I had to find myself another chair! As a team we stayed very connected with regular meetings and catch ups to make sure everyone was feeling OK. I think this helped Skedulo’s staff feel less stressed than others I knew who were going through the same thing. When the lockdowns were over, we moved on and rolled up our sleeves so we could support the [vaccination program in the US](https://www.skedulo.com/blog/california-selects-skedulos-high-capacity-scheduling-for-covid-19-vaccine-administration/). This has provided a huge opportunity for Skedulo to grow our brand in the market while helping so many people. > I think the thing I’ve gained most from Skedulo is the ability to develop my soft skills, such as communication and interviewing new people. Everyone here is always willing to share their experience and help you grow. We all go out of our way to help each other. No one is above helping anyone else or will ever tell you to go away because what you need isn’t their job. I also love our customers – they are so friendly and really fit with our culture. My favourite project to date has been working with the Australian healthcare market. I’ve been supporting this since the very beginning when we had very few customers, and now we have more than 50. I’m so excited to see where the future will take us as we continue to evolve the Skedulo platform day by day, month by month and year by year to meet the needs and desires of all our customers. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/get-to-know-skedulo-kim-buen/" type: "blogPost" title: "Get to know Skedulo - Kim Buen, Office Manager, San Francisco" author: "Kim Buen" date: "2021-10-01" description: "Meet Kim Buen Office Manager based in San Fransisco as she shares her Skedulo journey with us." lastmod: "2021-11-19" --- # Get to know Skedulo - Kim Buen, Office Manager, San Francisco Published October 1, 2021 · Updated November 19, 2021 · By Kim Buen · 3 min read I’ve worked in office management for over 20 years. It’s simply a role that has always allowed me to be who I am: moving around, talking to people, and trying to take some of the burden off others so they can focus on the work they do. Over the course of my career, I’ve generally chosen to work for larger companies. It’s not that I haven’t tried smaller ones or start ups. But anytime I did, they either got bought out or grew very fast – so just as everyone had found their voice and individuality, it all got lost. Needless to say, I was a little hesitant when I heard about a job opening as an Office Manager in Skedulo’s San Francisco office in 2019. Initially what sold it for me was that I had previously worked with Skedulo’s COO Jonathon Hodge, and I know he is a person with great integrity. So after doing my research, I took the leap…and that’s when I met Matt Fairhurst. As soon as I talked with Matt, I knew Skedulo was where I wanted to work – he was so respectful and engaged during our conversation, and I resonated with everything he told me Skedulo was working towards. ### Taking the leap back into a smaller company When I first started at Skedulo, it was a relatively small team in San Francisco. But from the very first day, everyone was incredibly welcoming. Two years on, and the thing I feared most about stepping back into a small company has not happened at Skedulo. Even though we’ve grown rapidly (from around 50 staff to well over 200), the culture hasn’t changed at all. I know we’re growing, and I’m very excited to be part of it. In my role as Office Manager, I support both the San Francisco and UK offices. Because of the pandemic it has morphed into a hybrid role, and I often find myself doing a lot of work in HR and finance. My favourite part of the job is onboarding new hires; and we currently have many starting every week! As their first point of contact (often in a virtual setting), I want them to feel very welcome and comfortable while being able to launch straight into their role. I’ll often try to set up everything on a Sunday so they have complete access to all the apps they need and aren’t inundated with that stress when they come in on the Monday. On their first day, I help them get familiar with our systems, learn how to submit expenses and do other admin tasks, and just generally make them feel welcome. I never want anyone to feel like they aren’t part of the Skedulo family, so I consider it my job as their first connection to really extend that Skedulo love. > Skedulo is big on flexibility and happy to accommodate any remote working arrangement, so I choose to go into the office on Mondays, Wednesdays and Fridays. This allows me to meet anyone new, and just keep a finger on the pulse within the office. ### Taking the next step in my career I’ve recently gone back to school to further my education, because I want to make more of a difference at Skedulo. After being mentored by our EVP, Jeanne Mariani, I feel confident in being able to take my career to the next level by studying Business Management with a legal emphasis so I can assist with contract management into the future. That’s something that is truly special about working here. Even if you see a small part you can play, now or in the future, people will ask how they can help you achieve it. I think this is how Skedulo has grown so organically, because everyone is empowered to make the work we do their own. We’ve also been able to attract great talent, because our people talk to their networks and share how fun it is to work here. What I love most about being part of Skedulo though is the values. For example, we live and breathe our values such as _No shenanigans _and _Caring first_. If I ever want to run a fundraising activity or get us involved with blood donations for the Red Cross, I always get a tick of approval from Matt. Working as an Office Manager is my way of giving back to staff who spend their days helping our customers make their businesses better. I know people are away from their families when they’re at work, so I want the office to feel like a family and keep everyone smiling. After two years, I can definitely say my mind is changed forever on joining a start up…if you’re lucky enough to join one like Skedulo. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/" type: "blogPost" title: "Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director" author: "Janu Flores, Sr. Director of Global Brand" date: "2022-02-23" description: "As Creative Director, Janu will be involved in every aspect of our product marketing, recruitment marketing, internal design needs, and so on." lastmod: "2022-02-23" --- # Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director Published February 23, 2022 · By Janu Flores, Sr. Director of Global Brand · 3 min read I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a yearbook class in Cabrillo High School and decided to pursue it. We didn’t have a lot of money when I finished school, so I started my career the old-fashioned way — learning on the job — which would serve me well as I moved forward in my career. As director Robert Rodriguez would say “I learned how to learn.” Having been in design for almost 20 years, I worked everywhere from small design agencies to tech companies including Salesforce and Apple. I’ve now spent almost a decade in design roles in the tech space; most recently with a fast-paced start up that grew from 250 people to 1500 people in just 4 years! It was there that I learned how to build a great design team from grass roots – an experience that I’m excited to draw from as I start my new journey at Skedulo. > "I was particularly drawn to the fact that Skedulo exists to close a gap in a previously under-served market in the tech world (deskless workers). Supporting organizations, and most importantly, people that are out there making an impact is an opportunity I couldn’t pass up." ### Why I decided to join Skedulo Having come from a fast-growing start up that went public, it felt like the right time for a change. I relocated from the SF Bay Area to Austin, Texas and was excited to find a new challenge. From some of my earliest conversations with Skedulo I truly got a great feeling about the company and their values - most notably “caring first” which really came through during the interview process. Aside from looking forward to bringing all the lessons learned in previous roles to my new role, I was particularly drawn to the fact that Skedulo exists to close a gap in a previously under-served market in the tech world (deskless workers). Supporting organizations, and most importantly, people that are out there making an impact is an opportunity I couldn’t pass up. As Creative Director, I will be involved in every aspect of our product marketing, recruitment marketing, internal design needs, and so on. After all these years, my design philosophy is simple: ## Clarity + storytelling Sometimes people say good design has a certain simplicity, but I think the right word is actually clarity. Clarity is vital in design, and you must be able to tell your story in a quick and engaging way. I know in myself that I only engage with marketing that is clear and demonstrates value quickly. So that is exactly what I strive for. I’m excited to work with Skedulo’s team of designers, who I know have a lot to teach me and I will hopefully impart wisdom to them as well. There’s a very strong foundation here already, and I’m looking forward to helping folks take it to the next level. You might be surprised to learn… Where I grew up in the Philippines, people are generally very happy even if they are not financially well off. And although it’s easy to get caught up in day to day stresses, I try to keep that perspective with me and not take anything for granted. I’d like to think I approach life with gratitude and seek ways to maximize every opportunity. When I’m not working, I try to play basketball every week and am totally addicted to Wordle. If you haven’t heard of it, go check it out…but don’t blame me when you can’t put it down! As for music, I was born in 1981 so I’m definitely enjoying all the 90s music coming back. Also on repeat is Silk Sonic (Bruno Mars and Anderson .Paak) and since Skedulo has Australian roots I’d also like to shout out Australian band _Parcels_. I hope to have the opportunity to visit Australia one day soon and meet Skedulo’s team down under. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… - [Get to know Skedulo - Kim Buen, Office Manager, San Francisco](https://www.skedulo.com/blog/get-to-know-skedulo-kim-buen/) — October 1, 2021. I’ve worked in office management for over 20 years. It’s simply a role that has always allowed me to be who I am: moving around, talking to people, and trying to take some of the burden off others so they can focus on the work they do. Over the course of my career, I’ve generally chosen to work fo… --- --- url: "https://www.skedulo.com/blog/get-to-know-skedulo-meet-scott-gassmann/" type: "blogPost" title: "Get to know Skedulo - Meet Scott Gassmann" author: "Scott Gassmann" date: "2021-07-27" description: "Meet Scott Gassmann, head of our applied sciences division as he tells us about his Skedulo story." lastmod: "2021-07-27" --- # Get to know Skedulo - Meet Scott Gassmann Published July 27, 2021 · By Scott Gassmann · 4 min read You may wonder why a SaaS company has an “applied science” division, but this is exactly where I find myself in Skedulo now. Before I explain exactly what an applied science division is, let me start by saying this was definitely not the career I had in mind in my younger years. Right out of school I studied financial mathematics and tax law in Brisbane, and spent the years after my graduation doing thousands of tax returns. It didn’t inspire me too much, which is why I was all too happy to get involved in the business’s search for and deployment of a new CRM (which turned out to be Salesforce). In the years that followed, I found my groove as a business technologist – meshing what I knew about tax and accounting with technology to help businesses take that all important next step in their digital journey. I did this for many years, which is how I met Paul Mansfield (Skedulo board member) who invited me to work in his business, Cloud Sherpas. At the time, Matt Fairhurst (now CEO of Skedulo) was working with Paul on another venture called Cloud Builders and I got to know them both well. After a slight detour with another tech company, I ended up meeting my wife who is from the UK and we decided to move to London. After a few years of non-stop travel, seriously long hours, and trying to juggle both with a newborn baby, I knew it was time for a change. So I reached out to the team at Skedulo. I still remember the phone call between Matt and myself to discuss the possibility of launching a Skedulo office in the UK. He was driving across the US and I was driving across Ireland, and we spent hours talking about how we could make Skedulo work in the UK. ### Opening the Skedulo UK office I became Skedulo’s first UK employee, and was responsible for anything and everything that plugged into power. Initially I worked as a Solutions Architect within the Customer Experience team – helping customers determine how to use Skedulo to achieve their goals and then configuring the platform to achieve it. As Skedulo grew from strength to strength, our UK team also expanded. After almost 3 years and having worn many different hats, we decided to create a new function called the “applied science” division, which is where I find myself now. ### What is an applied science division anyway? If you’ve ever seen a Batman movie, the applied science division is what they call their research and development lab. We decided to launch the applied science division for 3 reasons: 1. To show our customers the unique problems we could solve with Skedulo. 1. To experiment with new products to add to our core product mix. This is how our new [messaging](https://www.skedulo.com/product/messaging/) and [analytics](https://www.skedulo.com/product/analytics/) capabilities came into being. 1. To provide more support and functional demos for large enterprise clients with sophisticated use cases. The growth we’ve experienced at Skedulo in just the past 2 years has been nothing short of remarkable. And as we've just secured our Series C investment, I’m excited to spend more time in this role evangelising what our technology can achieve within a wide range of industries. My experience within Skedulo certainly demonstrates the versatility of roles we have here. At one point or another I’ve worked as a Solutions Architect, Customer Experience Manager, Product Manager, and now Lead of Applied Sciences. That’s the beauty of working with a company that’s experiencing rapid growth – the world is your oyster. Our UK team now has more than 15 people, and this is sure to increase as we progress on our journey. Especially when you factor in our work supporting communities with COVID-19 vaccination scheduling, which is an interesting story in itself. I remember when New York was spiralling out of control with COVID, and Matt called and said we had an opportunity to support people with scheduling COVID tests. We knew there had to be a better way than having people wait in line for 5 hours, with frontline workers struggling to know if they had enough resources to deliver testing. I worked closely with Matt to produce a complete solution for BioReference Labs in less than a couple of days, which was so successful it has started a new program of work for us with COVID testing and [vaccination scheduling](https://www.skedulo.com/industries/healthcare-human-services/) worldwide. ### What I love most about working at Skedulo What I love most about working at Skedulo is the flexibility. Here I’m given the opportunity to stretch my creative tendrils, while choosing when I work and where I work from. Nobody measures whether you’re doing a 9am to 5pm at a desk; for us it’s all about outcomes and being a team player. > Another aspect is that we really live our value of Caring First. If we catch someone working overtime for too many days, we’ll push them out of the office early on a Friday afternoon to make sure they get the break they need. Also, nobody here acts like they are above anyone else. You speak plainly, whether you’re talking to a developer or a VP. Our value _No Shenanigans _means we are open and honest and don’t waste time on lip service. It’s nice to be able to look around and know everyone is genuine and just doing the best they can to contribute. Moving into the future, I know we have many more really powerful stories to tell and some very powerful tech behind it. I’m excited to talk with more people about how we can use our skills and technology to solve serious, real world problems. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/get-to-know-skedulo-sam-wilkinson-account-executive/" type: "blogPost" title: "Get to know Skedulo - Sam Wilkinson, Account Executive" author: "Sam Wilkinson" date: "2021-08-22" description: "Meet Sam Wilkinson as he tells us about his Skedulo journey." lastmod: "2021-08-22" --- # Get to know Skedulo - Sam Wilkinson, Account Executive Published August 22, 2021 · By Sam Wilkinson · 3 min read ![samheader](https://assets.skedulo.com/assets/2021/08/GettoKnow_blog-header_1050x557@2x.png) I’ve always been a competitive person. I like to compete against my peers, and am continually setting new benchmarks for myself. So when the opportunity came up for a promotion within Skedulo after having only worked for the company for a year and a half, I grabbed it with both hands. I’m feeling very challenged in my new role as an Account Executive based in Sydney, and it’s allowing me to develop as a professional which I think is really important. I’ve got no choice but to learn how to better myself in order to deliver and help the company move forward. Initially, I remember wanting to work for Skedulo because I’d heard great things about the culture and was excited by the product – and both reasons certainly still stand true. Working here, I’ve got a product I’m very passionate about and believe in. Being in sales and genuinely believing in the product and how it improves the lives of customers, and the performance of their business, is fundamental to success. I’ve been in organisations previously where I had some reservations around the product, and that doesn’t happen here. On the culture front, I think the scene was set early on when I met our CEO Matt Fairhust for the first time after a few too many beers on Melbourne Cup day! He is as down to earth today as he was that day, and his passion for serving the deskless workforce is contagious across the whole organisation. > We’re all given the opportunity to be ourselves, and to grow while being rewarded for our efforts. ### Big surprises in the wake of COVID I must admit, when COVID hit I was a bit concerned. I was relatively new at the time, and when we went into lockdown I saw many tech companies struggling and there were a lot of redundancies in Sydney. It was a huge surprise how quickly Skedulo was able to respond to the situation…and in such a positive way. To date, we’ve been able to help millions of people by delivering a [vaccination scheduling solution](https://www.skedulo.com/industries/healthcare-human-services/) which in turn has allowed the business to grow at a rapid pace. Our work within the vaccination space certainly proves that, from a sales perspective, we have a product that competes with the biggest tech players in the world. It doesn’t matter how small we are, because we have a great team behind us who are always ready to step up. This mindset is embedded in Skedulo’s values too, such as _No shenanigans_ and the one I resonate with most: _Caring for one another_. I love working with everybody here and genuinely care how the business performs. I also really enjoy working closely with all the different teams across Skedulo, because there are so many awesome people who bring their unique ideas and experience to the company. We’re all given the opportunity to be ourselves, and to grow while being rewarded for our efforts. For example, last year I was invited to be in the President’s Club (the ultimate recognition for high performing sales team memebers at Skedulo) in recognition for the hard work that I had put in. Now receiving a promotion into this new role proves that the company backs me and is invested in my future. As we move into the second half of 2021, I’m extremely excited about being able to contribute to the company’s revenue in the capacity of an Account Executive, as we continue our growth post our [Series C funding](https://www.skedulo.com/blog/skedulo-secures-75m-in-funding/). I’m sure we’re also going to have many more new faces around that we need to welcome, and I can’t wait to meet them! ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/giving-back-with-the-felix-project/" type: "blogPost" title: "Giving Back With The Felix Project" author: "Laura Przybek" date: "2022-10-14" description: "This World Food Day, we're highlighting The Felix Project and the need for a sustainable world where everyone has regular access to enough nutritious food." lastmod: "2023-03-08" --- # Giving Back With The Felix Project Published October 14, 2022 · Updated March 8, 2023 · By Laura Przybek · 1 min read This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, and these numbers are only increasing with global economic uncertainty brought about by the pandemic and international tensions. At Skedulo we pride ourselves on our heart, and as a company we choose to do more, we want to leave the world a better place. Globally, we partner with organisations that do good and after a long search in the UK we’re thrilled to announce our partnership with [**The Felix Project**](https://thefelixproject.org/). The Felix Project believes in a vision of London where no-one goes hungry and good food is never wasted - they are choosing to win the fight against food waste and hunger in London. Our UK employees have 120 days of combined paid leave to volunteer and support the Felix Project and they’ll use this time to prepare food packages and make a difference to the distribution chain in depots, vans or on walking and cycling routes delivering food to those that need it most. To join us and contribute to The Felix Project [click here.](https://thefelixproject.org/donate-money-fight-hunger) ## Related posts - [Introducing Women of Skedulo](https://www.skedulo.com/blog/introducing-women-of-skedulo/) — March 8, 2023. Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this I… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… --- --- url: "https://www.skedulo.com/blog/healthcare-mobile-workers-technicians-are-the-forgotten-heroes/" type: "blogPost" title: "Healthcare mobile workers: Technicians are the forgotten heroes" author: "Kelley O. Smith, RN, MPH" date: "2020-06-13" description: "As a nurse, I’m acutely aware of the sacrifices our healthcare professionals make every day to care for their patients. And, these sacrifices have been compounded in ways no one ever expected with the onset of COVID-19. I see multiple stories across the news and social media that offer much deserve…" lastmod: "2020-06-18" --- # Healthcare mobile workers: Technicians are the forgotten heroes Published June 13, 2020 · Updated June 18, 2020 · By Kelley O. Smith, RN, MPH · 2 min read As a nurse, I’m acutely aware of the sacrifices our healthcare professionals make every day to care for their patients. And, these sacrifices have been compounded in ways no one ever expected with the onset of COVID-19. I see multiple stories across the news and social media that offer much deserved praise for nurses, doctors, respiratory therapists, and others. What I’ve yet to see is praise for our healthcare frontline workers in the laboratory and other diagnostic specialties who also are risking their lives to provide incredibly important services to vulnerable patients. Pandemic or not, clinical testing must go on. Blood draws and imaging services are critical to helping doctors identify, interpret and diagnose symptoms. Many people have postponed needed tests because doctors’ offices, clinics, and urgent care centers have closed, and many fear entering a hospital and risking potential COVID-19 exposure. As the country begins to reopen, we are going to see a [resurgence in elective surgeries](https://abcnews.go.com/Health/normal-medicine-emerges-hospitals-return-elective-surgeries-covid/story?id=70842080) and treatments for conditions that require lab testing and imaging studies, including infusions, infertility therapies, chronic care management, and general preventive care assessments involving cholesterol screenings, EKGs, and other tests. ## A growing need for a mobile workforce in healthcare The mobile workforce will become more and more important for many reasons: - The need for [COVID-19 testing services](https://www.silive.com/news/2020/05/6-minutes-in-and-out-couple-describes-si-coronavirus-antibody-testing-experience.html) for both the virus and the antibodies will remain for the foreseeable future - The widespread [adoption of telehealth services](https://www.skedulo.com/blog/healthcare-trends-during-covid-19/) will lead to an increased need for testing to support remote screening and assessments - Patients will demand more at-home testing because they remain afraid to enter facilities - Doctors’ offices, outpatient clinics, nursing homes, and so forth will see increased demand for mobile testing services as the trend for care outside of the hospital continues **Providers, nurses, and caregivers** ## The importance of mobile workforce management In times like these, our valuable mobile laboratory and diagnostic imaging professionals need the best tools available to ensure they are equipped to manage these responsibilities. How can you help your workforce transform administrative and clinical practices to be as effective and efficient as possible? Skedulo’s intelligent healthcare scheduling engine was built to solve the unique challenges of these mobile workers who are required to be at the right place at the right time with all the right tools to effectively perform their jobs. ### Benefits of healthcare scheduling software for mobile workers The solution improves efficiency, productivity and satisfaction by matching providers to patients based on business objectives. Imagine the [benefits for your healthcare mobile workforce](https://www.skedulo.com/blog/why-the-healthcare-industry-needs-skedulo/) to: - Arrive fully prepared for time-sensitive blood draws with the necessary vials required to process samples - Schedule a full day’s worth of imaging studies within a close geographic range - Optimize capacity and eliminate missed appointments through an automated system - Avoid time-consuming, manual processes and paperwork - Manage your team’s preferences, skills, certifications, and limitations with ease - Improve client and patient satisfaction, leading to increased business opportunities ## Supporting healthcare frontline workers Laboratory testing and imaging studies are some of the most critical diagnostic tools available. We rely on a team of dedicated, professional workers to provide these services. This team deserves not only recognition for their valuable work but also the best systems in place to support them. Learn more about how Skedulo solutions can help you at skedulo.com/covid-19 or [contact us](https://www.skedulo.com/contact/) for a personal demo. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/healthcare-patient-satisfaction/" type: "blogPost" title: "Patient Satisfaction in Healthcare: Importance and strategies to improve it" author: "Laura Przybek" date: "2023-04-24" description: "High patient satisfaction rates are vital to a healthcare organization's success. Learn benefits, contributing factors, and how to boost patient satisfaction." lastmod: "2023-09-21" --- # Patient Satisfaction in Healthcare: Importance and strategies to improve it Published April 24, 2023 · Updated September 21, 2023 · By Laura Przybek · 10 min read As technology continues to transform the healthcare industry, so do rising customer expectations. Yet many healthcare organizations fail to effectively and consistently respond to the changing landscape and customer expectations, resulting in inefficiencies for both businesses and patients. Inefficiencies often present themselves in the form of delayed and inconsistent treatment. This in turn leads to increased churn rates, poor reviews and feedback, legal issues, lower revenue streams, and even a negative impact on patient health outcomes. Healthcare companies have started focusing their efforts on boosting patient satisfaction. By committing resources to streamlining aspects of the patient experience (like scheduling), organizations can provide a more consistent patient experience, better business outcomes, and—ultimately—significant cost savings. Here, we’ll discuss patient satisfaction in healthcare, including why it matters, contributing factors, and how to drive patient satisfaction for improved viability, profitability, and patient health outcomes. ## What is Patient Satisfaction in Healthcare? Patient satisfaction in healthcare refers to a patient’s perception of how well their care provider meets their expectations. It’s a broad, subjective assessment that can be based upon many different factors; but at its root, patient satisfaction is all about the quality of care a patient feels they’ve received. It’s important to note that while the two concepts are closely related, patient satisfaction does differ from patient engagement. [Patient engagement](https://www.skedulo.com/blog/understanding-patient-engagement/) is the level at which healthcare consumers actively participate in their health, wellness, and care. While satisfied patients are typically, by nature, engaged patients, a high level of patient engagement does not necessarily also mean a high level of patient satisfaction. For this reason, it’s crucial that healthcare organizations leverage patient-centered care strategies that bolster both engagement _and _satisfaction. ## Why Patient Satisfaction Matters It’s no secret that businesses can achieve significant savings by boosting efficiency. The most obvious approach for improving the business’s bottom line typically starts and ends with optimizing internal workflows and processes for a more streamlined, cost-effective operation. And while this is certainly important, it’s also equally crucial to invest in improving and properly managing patient satisfaction. The two aren’t mutually exclusive, but intentionally prioritizing how patients perceive their quality of care can positively impact several key areas of the business. Here’s why: - **Greater patient satisfaction correlates to greater clinical success.** Healthcare consumers who feel valued by their care providers are more likely to take an active role in their care. When the process and experience of receiving healthcare services is easy, seamless, and satisfactory, patients are more confident in their care. This confidence translates to fewer missed or canceled appointments that they may otherwise deem unnecessary, as well as a level of comfortability that encourages honesty and vulnerability as it relates to their health. Satisfied patients therefore receive more consistent care that’s accurately tailored to their needs, and therefore leads to better clinical outcomes overall. - **Greater patient satisfaction can positively affect branding and generate the potential for new customers. **Around [two-thirds of consumers](https://learning.callminer.com/c/whitepaper-six-trends-transforming-healthcare?x=CFl8z6&lx=amFxJO) say they’ve had a negative experience with a healthcare provider. This means there is a clear opportunity for healthcare organizations to create patient experiences that give them a leg up against the competition. [77% of today’s patients](https://www.thinkwithgoogle.com/_qs/documents/873/hospital-selection-infographic_infographics.pdf) use online reviews as their first step to finding a new caregiver; so it’s absolutely vital to ensure your current patients have good things to say about the care they’re receiving. By fixating on making operational improvements that both directly and indirectly impact patient satisfaction, your business can ensure greater brand perception and, in turn, attract more new patients, - **Poor patient satisfaction can result in legal implications for healthcare givers. **It’s no secret that healthcare providers face medical malpractice claims as a professional reality. In some cases, these claims are unavoidable, but other malpractice suits are a result of frustrated, unhappy patients who feel they’ve been slighted. If a patient doesn’t think their healthcare provider delivers excellent care at each turn, they’re more likely to take legal action when something unfavorable occurs. Well-supported, satisfied patients who trust in their providers’ experience, care instructions, and medical advice, on the other hand, are less inclined to seek legal recourse. Instead, they’re more likely to work with the provider directly to remedy an issue. ## Benefits of Patient Satisfaction in Healthcare Healthcare organizations that pay particular attention to patient satisfaction have a clear advantage over their competitors. Unlike their counterparts, these companies weave patient satisfaction as a clear objective into every part of the business, and in turn realize several benefits: - **Higher customer retention - **Patients are [consumers of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/), and therefore act as “customers” of a healthcare business. Of course, the dynamics between patients and providers are much more complex, layered, and delicate than in that of a typical business-to-customer relationship, but the result remains unchanged: Satisfied customers continue to consume a business’s product or service, while unsatisfied customers will likely find an alternative. By ensuring high levels of patient satisfaction, healthcare organizations boost the likelihood of patients remaining loyal to their caregivers. Since increasing customer retention by just [5% increases profits by 25-95%](https://hbr.org/2014/10/the-value-of-keeping-the-right-customers), most healthcare organizations can’t afford to lose their patients to competitors. - **Increased profitability - **Customer retention aside, higher patient satisfaction rates also mean greater profitability across the board. Satisfied patients book more appointments when working with your caregivers is a breeze. Plus, they refer your services to family and friends, and even publish their contentment on online review sites. - **Increased productivity - **At the crux of a patient-driven operation is a strategy that removes barriers to productivity. To truly ensure improved patient satisfaction, businesses must first leverage tools and processes that make employees’ daily work seamless and efficient. A successful approach to patient satisfaction is one that also boosts productivity. - **Higher staff morale - **Healthcare workers take pride in knowing they deliver high quality care to every patient during every interaction; but inadequate tools, inefficient processes, and poor means for communication hinder their ability to do their best work. By emphasizing patient satisfaction (and providing the right tools and process to support that initiative), businesses can boost staff morale and create a culture of empathy, support, and collaborative success. ## Factors that Impact Patient Satisfaction Ensuring greater patient satisfaction isn’t as simple as telling staff to put their patients first. It requires real, notable changes that alter the operation as a whole. But getting it right means first addressing the common factors that currently inhibit high patient satisfaction levels, including: - **Wait times - **Insufficient scheduling tools and practices, inefficient [data collection methods](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/), and poor communication make it difficult for providers to adhere to appointment times throughout the day. This is especially true If administration and schedulers don’t have a real-time view of where providers are or the status of their current appointments. Patients are left waiting to be seen without any reliable updates, which is frustrating and diminishes their confidence in the provider. No one wants to wait an hour to be seen by a caregiver, only to feel they’re rushed through their own appointment to make up for lost time; but it’s an unfortunate reality when the organization doesn’t have efficient processes or [sophisticated tools for support](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/). - **Communication between departments about a patient’s case/needs - **Equally irritating for patients is feeling like they have to repeat their symptoms, medical history, and needs to every care giver they see. But if an organization doesn’t have the right tools to capture, edit, and access the most up-to-date patient details in real time, they often waste precious moments asking the same questions. This causes patients to feel unheard and wonder whether they’re receiving adequate care based on the most accurate information possible. - **Processes for feedback - **Patients are always bound to have feedback—both positive and negative—after receiving care. But if their provider doesn’t have a clear process for collecting that feedback, patients start to feel voiceless, and may resort to airing their grievances in an online, public forum. In the same way, businesses that collect feedback but don’t actually acknowledge or incorporate criticisms are likely to lose their patients to competitors who are more willing to recognize their shortcomings. - **Interaction with doctors and staff - **Gone are the days in which patients will accept calling their provider’s office with a question or concern, leaving a message, and waiting days (or weeks) for follow up. Customers of every type of business expect a higher level of communication, and healthcare consumers are no different. If an organization doesn’t provide patients with the tools and systems that open quick communication with doctors and staff, they’ll find it difficult to keep them engaged and satisfied with their care. - **Scheduling process - **Scheduling is incredibly vital to any [healthcare operation](https://www.skedulo.com/blog/operations-management-in-healthcare/), yet many still use outdated manual processes (like spreadsheets, online calendars, or even whiteboards) to schedule patient appointments. A lack of real-time transparency into schedules makes it nearly impossible for schedulers to build efficient schedules that make it easy for patients to receive care when they need it. Plus, [inadequate scheduling](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) practices increase the chances for double-bookings or underqualified providers who aren’t prepared to deliver the right care—both of which negatively affect patient perception, satisfaction, and outcomes. - **Post-visit follow up - **Proper, satisfactory healthcare doesn’t just end the moment the appointment concludes. Patients expect (and deserve) open lines of communication and consistency of care throughout their lifetime. Yet many healthcare organizations don’t offer structured processes or tools for easy post-visit follow up with providers. If a patient has a lingering question or concern, they must spend additional time seeking out those answers. What’s worse is when they schedule a follow up appointment, and are met with an entirely different practitioner. ## How to Improve Patient Satisfaction in Healthcare Your business will reap some clear benefits by reducing or eliminating efficiencies that impact the back office. Instead of adopting cool new tech in the name of streamlining operations or wasting time wondering where to start, emphasize a strategy that’s built with patient satisfaction in mind. This approach will empower patient-facing teams to deliver the highest quality of care possible and enable back office teams to run like a well-oiled machine. The result is a business that’s properly equipped to successfully perform at every turn, and satisfied patients who are blissfully unaware of the often complex moving parts behind the scenes. To start improving patient satisfaction across your healthcare operation, try implementing these key best practices: ### 1. Use intelligent scheduling Take the guesswork and human error out of your scheduling process to ensure your patients always receive excellent, timely care. With [intelligent scheduling tools](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/), staff schedulers can easily handle time-sensitive and recurring appointments, match the right provider to the right patient (based on location, qualifications, preferences, and more), and accommodate schedule changes in real time. Some technologies even keep up-to-date records of patients’ medical information and providers’ credentials, so patients are always met with well-prepared caregivers at the right time. Even better if the system you choose [automates the scheduling process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), so administrators can instantly build efficient schedules that serve the needs of all patients without missing a beat. ### 2. Enable real time accountability of your workforce Accountability is especially difficult to track and measure for organizations with mobile, fixed-location, or a blended workforce, like [home healthcare companies](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/). This makes it difficult for supervisors to understand where providers are, where they’re going next, the status of their current appointment, and their availability. But with the right tools that [improve workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/), organizations have a real-time understanding of what’s being done and by whom, and employees know their hard work is recognized. This creates a culture of accountable, engaged staff who are dedicated to providing the best patient care possible. ### 3. Improve integration across applications Various disjointed systems cause data silos and lead to crucial information falling through the cracks. An [electronic health record (EHR) system](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) is a great start, but alone isn’t enough to keep accurate records across the entire organization. To provide as seamless a patient experience as possible, organizations need applications that can [easily talk to one anothe](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/)r (while [remaining compliant and secure](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/)). That way, providers don’t waste time re-entering data into separate systems, and patient-provider interactions are backed by accurate, real-time data that’s connected to payroll, your EHR, and more; so the patient experience from start to finish is totally streamlined. ### 4. Improve communication across departments Healthcare providers are busy and, in the case of a mobile workforce, always on-the-go. This makes real-time communication a complicated feat, and one that inadvertently leads to missed phone calls, ignored messages, and lost updates. Caregivers and administrative staff alike need tools that centralize communication in a single, user-friendly place. Bonus points if the technology you choose also enables communication with providers, with updates about appointments, medication reminders, and healthcare progress forms. Better communication internally and externally leads to a more transparent operation, and one that enables stronger relationships between providers and their patients. ## Boost Patient Satisfaction with the Deskless Productivity Cloud Your healthcare organization's ability to ensure patient satisfaction is directly tied to its business outcomes, cost savings, and competitive viability. Implementing a modern, patient-centered operational strategy can feel overwhelming, though, particularly if your current tools and processes are lacking. [Skedulo’s Deskless Productivity Cloud](https://www.skedulo.com/platform/) arms healthcare companies with everything they need for seamless workforce management, scheduling, communication, and more—all of which are imperative to the satisfaction of your patients. Learn more about why the [Deskless Productivity Cloud is crucial](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) for healthcare providers with a mobile workforce, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/healthcare-scheduling-mobile-workforce-management/" type: "blogPost" title: "Improve Healthcare Scheduling with Mobile Workforce Management" author: "Aya Fawzy" date: "2017-08-23" description: "Healthcare Scheduling has been a manual process. It's time to rely on technology to cut costs, improve efficiencies, and enhance the patient experience." lastmod: "2020-05-20" --- # Improve Healthcare Scheduling with Mobile Workforce Management Published August 23, 2017 · Updated May 20, 2020 · By Aya Fawzy · 3 min read Healthcare scheduling has been a manual process that causes not only inefficiencies, but a financial burden on healthcare organizations. With the rise of in-home healthcare, independent contractor relationships and extended service hours, healthcare organizations need to rely on mobile workforce management for their healthcare scheduling needs. Leading healthcare organizations are learning how to better utilize their resources and reduce the manual processes of managing their employees. ### **The true cost of manual healthcare scheduling** 25% of all healthcare organizations today are still scheduling their practitioners using paper-based tools. Paper and pen might seem cheap and easy, but only on the purchasing end. In reality, the costs start racking up when you take a more holistic view of your organization. Add up your staffing costs related to the time spent on manual scheduling. Then add in the costs of transferring those schedules to a communication channel like email, text, phone, etc. Next add the cost of schedule adjustments and correcting errors generated by miscommunications. On top of all that, there’s another layer of opportunity costs when managers can’t access data or derive any insights from schedules created on paper. All that data is just shredded or thrown away, so your organization can’t learn or improve performance. For healthcare organizations with practitioners in the field visiting patients, the ability to schedule the right practitioner to the right job with the right skill set at the right time becomes time consuming and almost impossible to manage at scale. Getting scheduling right is essential because there are costs associated with overstaffing, understaffing and constantly adjusting schedules. There is also a negative impact on the patient experience when scheduling isn’t done right. ### **One step up from paper** Manual scheduling includes more than just paper or whiteboard scheduling, though. Another 19% of healthcare organizations generate schedules manually using technology from last century like Excel. Successful healthcare organizations have abandoned manual processes like these. Spreadsheets retain the essential drawbacks of paper, and also create version control issues. Multiple versions of amended schedules clog up inboxes and end up confusing the staff. Despite this basic automation, this method of healthcare scheduling is still labor intensive and causes even more detrimental issues for your organization. ### **Automation as a best practice** Healthcare organizations need to rely on technology to cut costs, improve operational efficiencies, and  enhance patient experience. The best automated healthcare scheduling system can: - Manage and accommodate a diverse workforce of full-time, part-time, and temporary contract workers - Automatically assign the right practitioner to the right patient based on the practitioners specializations, certifications, location, availability, and more - Match healthcare professionals who have previous experience with a given patient or their family - Submit profiles for each of your healthcare professionals with expiration of certificates, skill sets, etc, to ensure there are no hiccups while getting the job done - Collect data about the appointments in real time - Send your practitioners the job details they need in time to prep for their appointment - Communicate in real time with your healthcare professionals [Organizations have seen over a 33% increase](https://www.skedulo.com/customers/new-jersey-respiratory-associates/) in the number of patients each practitioner can handle by leveraging mobile workforce management solutions for their healthcare scheduling needs. ### **5 secrets to better healthcare scheduling** Administrative costs drop when healthcare scheduling is automated and evaluates resource planning to maximize utilization of your practitioners. [Greater productivity lowers operating costs](https://www.ecmconnection.com/doc/increase-productivity-and-lower-operational-costs-0001) and clear visibility into your practitioners eliminates expensive disconnects. [Download our ebook 5 Secrets to Better Scheduling of Mobile Workers for In-Home Healthcare](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/). Inside, you’ll find insider secrets on operating more efficiently and statistics on the state of healthcare industry today. You’ll also learn about back office automation to lower your costs and help your healthcare business grow to meet the demands of the new mobile market. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/healthcare-scheduling-tool-checklist/" type: "blogPost" title: "How to Choose the Right Healthcare Scheduling Tool" author: "Aya Fawzy" date: "2018-01-17" description: "Home healthcare providers need tools that are more flexible, scalable, and user-friendly. Find the right scheduling and dispatching tool with this checklist!" lastmod: "2020-05-20" --- # How to Choose the Right Healthcare Scheduling Tool Published January 17, 2018 · Updated May 20, 2020 · By Aya Fawzy · 1 min read Home healthcare providers need scheduling and dispatching tools that are flexible, scalable, and user-friendly. The challenges associated with pen-and-paper scheduling are in the past. In-home healthcare is a profession that relies on mutual trust and high-quality care, and you need to choose the right healthcare scheduling tool to complement it. With dozens (and even hundreds!) of scheduling tools out there, it can be difficult to find the perfect fit for your mobile providers _and _your patients. Luckily, there are a few things that every effective system should have. Use the checklist below to narrow down your choices (or [download the printable checklist](https://info.skedulo.com/rs/960-CDH-700/images/healthcare-checklist.pdf) for easy access)! An effective scheduling system for mobile healthcare providers: - **Is 100% secure and HIPAA-compliant** - **Assigns the best healthcare provider for the patient** - **Gives mobile employees an easy way to view schedule changes in the field** - **Gives providers access to important patient information** - **Handles time-sensitive schedules and recurring visits** - **Collects patient data and syncs automatically** - **Manages full-time, part-time, and temporary contractors** - **Manages data access in a way that reflects the needs of your workforce** - **Keeps a record of provider credentials and skill sets** - **Gives the back office real-time insight into the field** - **Works even without an internet connection** [Read the full checklist](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) for more details on each item on the list, or download our [in-home healthcare scheduling eBook](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) for more information about setting your healthcare providers up for success. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/healthcare-trends-2019/" type: "blogPost" title: "Healthcare Trends to Watch in 2019" author: "Ed Backhouse" date: "2019-01-02" description: "RPM, AI, mergers, value-based care, and other healthcare trends are expected to play a huge role in 2019. Are you ready?" lastmod: "2020-12-16" --- # Healthcare Trends to Watch in 2019 Published January 2, 2019 · Updated December 16, 2020 · By Ed Backhouse · 4 min read As medical expenses continue to rise, healthcare organizations and providers will be all the more compelled to use innovative technology to help lower costs and gain competitive advantage. Digital tools that provide alternatives to time- and cost-intensive activities are gaining momentum among providers and patients, who appreciate the convenience of remote access to clinicians. Data-driven services, such as remote patient monitoring (RPM), will help [improve bottom lines](https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/), as well. Here are some healthcare trends we expect to see in 2019. ## 1. Greater Adoption of Remote Patient Monitoring A whopping 69% of healthcare professionals ranked RPM technology the #1 reducer of overall healthcare costs. To reduce hospital stays, decrease patient readmissions, and improve outcomes, many leading healthcare organizations will look to remote patient monitoring (RPM) in 2019. This demand is fuel by the compelling [benefits of RPM](https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/), such as: - increased patient engagement - patient-provider communication - high-risk patient monitoring - chronic illness management - reduced need for in-person visits Further, reimbursements for RPM are expected to increase due to provisions in the [2](https://docs.google.com/document/d/1Fg3srOlHgNBRuz0KSnI7Ma3u3uGluL4r1n2Km1gzedE/edit#heading=h.pgay16cgg8i1)1st Century Cures Act specific to home healthcare, which may take effect in 2019. These provisions are designed to expand adoption of RPM, boost home infusion therapy, and curtail Medicare and Medicaid fraud. ## 2. Improved Patient and Financial Outcomes with AI To improve patient experiences and lower costs, many healthcare organizations plan to implement an [customer care strategy](https://www.healthcarefinancenews.com/news/artificial-intelligence-roi-coming-sooner-you-think) bolstered with AI technology, according to OptumIQ. Additionally: - 53% of executives in the healthcare sphere plan to [invest in AI-driven healthcare](https://newsroom.accenture.com/news/health-organizations-are-embracing-intelligent-technologies-but-must-do-more-to-prepare-for-societal-impact-accenture-report-finds.htm). - 86% noted their organization’s plan to make the most of data as a way to automate decision-making like never before. However, as exciting as artificial intelligence may be, many health executives are concerned about real and perceived risks related to making AI-based decisions and actions. To mitigate potential problems, many plan to develop internal ethical standards to guide responsible AI use. We may even see the healthcare industry set a standard for ethical use of AI that could be adopted by other industries. ## 3. Improved Digital Healthcare for Out-of-Hospital Settings Digital health tech and mobile health devices are expected to [grow by 30%](https://www.forbes.com/sites/reenitadas/2018/11/13/top-8-healthcare-predictions-for-2019/#7a422505700e), empowering individuals to manage their health more effectively out of the hospital or clinic setting. The aging population and those with chronic health conditions are the primary drivers of digital health solutions, such as RPM devices, [mHealth applications](https://www.skedulo.com/learn/future-healthcare/), and telehealth platforms. In addition, advantageous reimbursement guidelines will give rise to other care delivery models, including [digital wellness therapies](https://www.apa.org/monitor/2018/11/cover-digital-therapies.aspx) (i.e., software and apps aimed at treating a variety of health issues), nutrition, dentistry, prescription management, and behavioral health. ## 4. More Lifestyle-Related Healthcare Services for Policyholders Patients want experiences tailored to their individual needs, but many of today’s health insurance policies can’t deliver customized service. The [rate of medically insured working adults](https://www.commonwealthfund.org/blog/2018/first-look-health-insurance-coverage-2018-finds-aca-gains-beginning-reverse) has declined—from 12.7% in 2016 to 15.5% in 2018. Contributing factors could include the shortened enrollment time and growing gaps in the Affordable Care Act. In 2019, to further personalize customer experiences and reduce costs for potential claims, more health insurance providers will offer digital and data-driven healthcare services, such as personalized reminders about preventative care and wellness programs available. A benefit to the insurer is the ability to [leverage individual data](https://www.forbes.com/sites/reenitadas/2018/11/13/top-8-healthcare-predictions-for-2019/#14d72059700e) and use it to personalize premiums, discounts, and rewards. ## 5. Shift to Value-Based Care For decades, the healthcare system in the United States has been based on a fee-for-service model that rewards providers based on the volume of discrete services provided. As the unintended consequences of such a model have become increasingly costly and problematic, the industry is moving towards value-based system, where care providers are compensated in part by keeping patients in good health. In 2019, we’ll see increased movement toward value-based care. We are already seeing a drive toward policy and payment reform, including the way [Medicare rewards clinicians](https://www2.deloitte.com/insights/us/en/industry/health-care/volume-to-value-based-care.html). For example, the Medicare Access and CHIP Reauthorization Act (MACRA) of 2015 remunerates physicians who provide high-quality care for a lower cost. ## 6. More Mergers, Better Healthcare Accessibility The healthcare industry is going through a profound change brought about by colliding forces, including [increasing consumerism](https://www.skedulo.com/blog/consumerization-healthcare-experiences/), the decentralization of care, and the shift to a value-based financial model. As a result, new and established players are rethinking their revenue models and two trends will follow. First, mega-mergers will continue to combine the strengths of different organizations to improve healthcare offerings. In 2019, expect middlemen to disappear as companies merge to bring consumers a wide variety of integrated, cost-efficient, health tech products and services. We will also continue to see more vertical mergers. The Cigna-Express Scripts and CVS-Aetna mergers are examples of organizations seeking to combine non-traditional companies—such as home health providers, pharmacy benefits managers, and ambulatory care providers—to generate revenue while better meeting patient needs. ## 7. Nontraditional Players in the Arena In today’s consumer-driven climate, where staying competitive depends on factors such as creativity, excellent customer service, and brand authority, non-traditional players are taking the plunge into the healthcare market. For example, Amazon paired with Berkshire Hathaway and JP Morgan Chase to [purchase specialty pharmacy PillPack](https://www.wsj.com/articles/amazon-to-buy-online-pharmacy-pillpack-1530191443). With PillPack’s deep pharmacy experience and Amazon’s customer service expertise, PillPack now has the resources they need to fulfill their vision of making it easier for people to manage their medication. Where Bezos and Buffett go, others are sure to follow. So look for more companies, established and up-and-coming, making waves in healthcare IT. ## Better Healthcare Tools for a Better Future To improve stay competitive, control costs and improve patient outcomes, healthcare companies will continue to adopt a variety of health IT solutions. RPM, AI, digital healthcare for out-of-hospital settings, healthcare services tied to lifestyle, value-based care, healthcare mergers, and non-traditional players will figure prominently in 2019 and beyond. At Skedulo, we’re dedicated to staying on top of evolving med-tech trends with a particular focus on [mobile healthcare technology](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/). To find out how we can help your home or mobile healthcare operation thrive in these changing times, [book a demo today](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/). ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/healthcare-trends-during-covid-19/" type: "blogPost" title: "Healthcare Trends During COVID-19" author: "Lisa Giacinti" date: "2020-05-12" description: "Of all industries affected by the recent COVID-19 crisis, none have been more critical than the healthcare industry. Like soldiers at war, medical staff have been and continue to be our warriors on the frontline as the world battles the worst pandemic since the Spanish Flu hit in 1918. As a leading…" lastmod: "2020-05-12" --- # Healthcare Trends During COVID-19 Published May 12, 2020 · By Lisa Giacinti · 3 min read Of all industries affected by the recent COVID-19 crisis, none have been more critical than the healthcare industry. Like soldiers at war, medical staff have been and continue to be our warriors on the frontline as the world battles the worst pandemic since the Spanish Flu hit in 1918. As a leading platform for managing a mobile workforce, a large portion of our clients at Skedulo are in the healthcare sector. We work closely with not-for-profit, medical and allied health organizations to make complex scheduling easy, and facilitate improved transparency of resource utilization, costs, productivity and patient care. In recent months, we’ve seen a definite increase in appointment scheduling. With many providers offering their services via telehealth and most patients under stay-at-home orders, scheduling health appointments is more convenient than ever before. While there are plenty of appointments being cancelled for non-essential services, inquiries into coronavirus symptoms and testing are taking their place. As well as regularly scheduled appointments (such as those required to manage chronic conditions), individuals are facing heightened anxiety and are more likely to make appointments to investigate health concerns. This increase is primarily occurring in dense, urban populations where the spread of coronavirus is a very real possibility. Rural providers don’t appear to be facing the same capacity or scheduling challenges, but they do need support to triage their services. Currently, home health care providers are also more likely to provide complementary services to address general health and wellbeing. For example, there has been genuine public concern about limited access to essential resources such as food, education, childcare, and so on. The stress this has caused can lead to chronic medical conditions, which is a great concern for providers. So as the public increasingly reach out to their trusted healthcare professionals for help, we’re seeing more providers deliver resources that would typically be out of scope - such as social or mental health care workers. ## Technology is enabling service continuity We partnered with our client, [Solace Pediatric Home Healthcare](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/), to introduce telemedicine into their operations in mid-March. As a result, they were able to: - Complete 85% of the “normal” level of appointments in week 1 - Complete 100% of the “normal” level of appointments in week 2 - Set a new record for the number of appointments completed in week 3 Baby boomers and older generations are a demographic that have been hesitant to adopt telehealth services. However, even they are adopting them out of necessity to maintain their level of care. In fact, a large global telehealth provider shared that the average age of a person they send tablets and remote patient monitoring devices to is 77. Surprisingly, over 90% of this population can get their technology up and running without the help of tech support. So while the healthcare industry has been previously resistant to new technology and interoperability, the recent situation has propelled it forward by decades. From biometric devices to IOT sensors, healthcare workers can easily track health data to gain a better understanding of a patient’s health and environment, making virtual visits even more effective and efficient for stakeholders. ## What the healthcare market may look like post COVID-19 It’s highly likely that telehealth services are here to stay, and will continue to enhance the way organizations deliver their care. Remote patient monitoring via biometric devices (such as blood pressure, pulse oximeter, weight and thermometer) will also continue to grow and enhance the effectiveness of care delivery. Other potential future changes to healthcare include: - Increased collaboration and interoperability - Potential for payment disruption due to the volume of submissions and error - Increased focus on vaccine tracking and delivery - Better coverage for determinants of health (environment, education, etc.) - An awareness around the need to treat underlying causes of chronic conditions - Data rich decision-making based on real time monitoring - Advanced analytics, machine learning and AI It’s possible we will also see healthcare reform in the US. COVID-19 has shown just how disparate and divided the US healthcare system is. So the opportunity to redefine it is top of mind for many in the industry. This may be the greatest shake up we have ever seen in the healthcare industry in such a short time period. And we are definitely proud to be on the leading edge with our clients as they reposition themselves to meet the demands of a post-COVID world. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/helping-a-special-non-profit-fix-their-scheduling-issues/" type: "blogPost" title: "Helping a special non-profit fix their scheduling issues" author: "Michael McShane" date: "2021-09-03" description: "LISC connects people in need with affordable housing in Los Angeles. See how it fixed scheduling for applicants, including those without internet access." lastmod: "2021-09-03" --- # Helping a special non-profit fix their scheduling issues Published September 3, 2021 · By Michael McShane · 3 min read Before I joined Skedulo, I had spent more than 7 years working for large consulting firms. While the work was fast paced and interesting, deep down I felt it didn’t align well with my values. I wanted to work for a company that does social good; one that has a great social conscience and supports customers who are also doing important work. This led to me having a chat with Skedulo’s CEO, Matt Fairhurst, who told me about how Skedulo was actively trying to enable good in this world and help its customers serve their customers better. Almost 2 years on, and my experience with Skedulo has definitely proven this to be the case. I currently represent part of the Customer Experience function which handles a lot of solution architecture through to delivering for customer success. > While every project we work on is unique and special, a couple of recent projects have really touched my heart. ### Local Initiatives Support Corporation (LISC) LISC is a non-profit that connects people in need with affordable housing in Los Angeles. The organization was struggling with the number of applications they receive, and finding a practical way to book people for appointments who may not have access to the internet. We took on this project at cost (meaning no profit to us), because we could see how it would make a true difference to people living in poverty in LA. LISC needed a solution fast, so we set a deadline for just 3 weeks. If you were to ask this of almost any other tech company, they would tell you it’s impossible. However, we leveraged our existing platform capabilities to develop a viable solution that met LISC’s specific needs. This included: - multilingual functionality - questionnaire to pre-screen eligibility - self service appointment booking - automated appointment confirmations - full integration with Salesforce LISC’s customers can now either book an appointment online at a time that suits them (when a LISC representative is available), or call the LISC hotline and a staff member can use Skedulo to book the appointment for them. Most importantly, the platform is configured to verify eligibility before a customer can make an appointment. This was a key factor to save customer and LISC staff time, while ensuring consistency across the board. Another key factor was the multilingual functionality as LA has a high Hispanic population and many immigrant families. As this is already built into Skedulo’s [high capacity scheduling platform](https://www.skedulo.com/product/field-scheduling/), we were able to deploy LISC’s solution with 8 language options without any time constraints. I enjoyed working closely with the LISC team and then empowering their administrators to take charge and run with it internally. It’s been amazing to see the outcome in real life and how the platform will be used to support people in need. ### Vaccination scheduling In April 2020, COVID ran rampant through my hometown in New York. So when the opportunity came up to help design a solution that would support high capacity scheduling for COVID testing, I was very excited to be involved. I remember being up until all hours helping to get everything set up, and since then our opportunity to support local communities in the fight against COVID has expanded from testing to vaccination scheduling. Given my desire to work for a company that does social good, I literally felt like I landed on the moon when I was able to help in this way. When you think about the thousands of frontline workers who are out there putting their lives at risk to support others, it brings me joy to know we are helping to make their jobs a little easier. It’s this commitment to empowering the under-served deskless workforce that is at the heart of Skedulo. Quite literally, it’s the Skedulo Heart initiative that makes these projects happen. It’s in Skedulo’s DNA to do social good, and we’re all very proud to be involved. As we step into the future, I’m most looking forward to being part of how we continue to evolve our solution to help more industries in different ways. And not just for big brands, but for non-profit organizations who need all the support they can get. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/high-capacity-scheduling-for-vaccine-administration/" type: "blogPost" title: "High-Capacity Scheduling for Vaccine Administration" author: "Miles Kelly" date: "2020-10-30" description: "Skedulo is today’s preferred solution for vaccine appointment scheduling, designed to help state and local governments manage vaccine delivery at scale." lastmod: "2020-11-16" --- # High-Capacity Scheduling for Vaccine Administration Published October 30, 2020 · Updated November 16, 2020 · By Miles Kelly · 2 min read As the world endures persistent disruption due to the COVID-19 crisis, the question on everyone’s mind is: when will a viable vaccine become available so we can return to some semblance of normalcy? With potential breakthroughs happening every day, it’s only a matter of time before the answer is found. The resulting global distribution and administration of the COVID-19 vaccine to billions of people will become the largest scheduling event in history. Such high-scale delivery will require intelligent solutions that help healthcare organizations set their field workers up for success. ## Scheduling Software for High Capacity Vaccine Administration Skedulo’s high-capacity scheduling software has already supported numerous key organizations in [scheduling COVID-19 tests](https://medium.com/inside-the-salesforce-ecosystem/bioreference-labs-covid-19-testing-sites-more-efficiently-safely-salesforce-92b860a57d65), and is well-positioned to ensure vaccination scheduling is as safe and efficient as possible for administrators, frontline health workers, and the public. ## Preferred solution for vaccine appointment scheduling As today’s preferred solution for vaccine appointment scheduling, Skedulo is designed to help state and local governments manage vaccine delivery at scale to large segments of the population. Our high capacity scheduling solution is proven effective for public health, with high configurability, scalability, and resilience. The Skedulo deskless platform and mobile app provide end-to-end support for field workers and offer complete workforce visibility through a single source of truth—all of which are invaluable factors for managing complex activities. _[BioReference Laboratories](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/), one of the first customers of High Capacity Scheduling for COVID-19, has already booked over 400,000 testing appointments with Skedulo._ ## Skedulo is designed to manage the complexities of safe vaccine delivery When the COVID-19 vaccine becomes available, the same careful measures that apply to existing vaccine delivery will still need to be followed. This includes: - Validating vaccine eligibility - Scheduling appointments based on location capacity - Capping appointments based on available doses - Scheduling appointments with precision to minimize wait times (and adhere to social distancing guidelines) ## How Skedulo works Skedulo is purpose-built to manage scheduling across multiple sites with unlimited bookings, self-service, automatic reminders, and much more. - **Configurable surveys** so patients can be effectively screened for eligibility prior to securing a booking. - **Multi-site scheduling and self-service, **which means organizations can manage unlimited sites while balancing productivity and demand. Patients can select the closest site and available time slot for maximized convenience - **Automatic appointment confirmation and reminders** promote patient confidence, reduce administrative burden, and minimize no-shows. - **Unique QR codes** allow patients and staff to stay safe with no-contact check-ins and personalized follow up appointments (i.e.: for a second dose), with pre-set waiting periods between doses. - **Dashboards for head office or monitoring centers** to track site capacity, appointments booked and seen, and more. ## Rapid deployment to help you prepare The Skedulo [vaccine scheduling solution](https://www.skedulo.com/industries/healthcare-human-services/) offers fluid integration with existing technology stacks for bi-directional workflows, operations and reporting. Any organization preparing for the complex scheduling demands of the COVID-19 vaccine would benefit from using the platform, including: - hospitals - municipalities and governments - [lab and diagnostics](https://www.skedulo.com/industries/healthcare-human-services/blood-plasma-laboratory-collection/) groups - private health organizations Our agile team is able to rapidly deploy Skedulo into your environment, with tailored customizations to ensure maximum effectiveness, no matter how you operate. > “The ability of Skedulo’s team to get the platform up and running and ready for the world was amazing. We were ready in a week or two as opposed to the month or two other vendors would need.” > > — Vinny Pacione, Director of Consumer Digital at BioReference Laboratories ### Want to learn more about how Skedulo’s high-capacity scheduling solution can better prepare your organization for vaccine administration? Book a [free demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/home-health-technology-house-calls/" type: "blogPost" title: "How Home Health Technology Is Bringing Back House Calls" author: "Marie Francis" date: "2018-09-10" description: "If the term house call evokes memories of 1950s TV shows, you're not alone. Home health technology is taking us back in time, with a futuristic outcome." lastmod: "2020-08-06" --- # How Home Health Technology Is Bringing Back House Calls Published September 10, 2018 · Updated August 6, 2020 · By Marie Francis · 4 min read It’s an image that evokes memories of a simpler time—a white-coated physician ushered into a patient’s living room, perhaps offered a cup of tea before he reached for the stethoscope around his neck. House calls may sound like a blast from the past; in reality, they’re the wave of the future. Mobile health (mHealth) apps make it easier than ever for providers to treat patients in the comfort of their own home, replacing the “doctor’s bag” of yesteryear with a smartphone or tablet and high-tech, portable medical devices. Yes, it’s true—house calls are coming back in style. ## Retro Is the New Home Healthcare Pre-1950, [nearly half of all doctors’ visits](https://www.nytimes.com/2016/09/27/opinion/reviving-house-calls-by-doctors.html) were house calls. So why are we returning to pre-Internet business model? There are several factors. ### Technological advances in mobile healthcare The advent of the smartphone, as well as the mHealth apps that came after, transformed the way practitioners could do business. Suddenly, diagnoses could be had at the push of a button, electronic health records (EHRs) followed the patient wherever they went, and wearable tech—such as heart rate, blood pressure, and blood glucose monitors—could immediately alert a home healthcare tech to a potential problem. Medical devices have also become more high-tech. Ultrasound and EKG machines that used to take up half a room are now able to fit easily in the backseat of the practitioner’s car. It’s easier than ever to bring care to patients, rather than the other way around. ### Aging baby boomers As the most populous generation ages toward retirement, they become more dependent on medical services. However, these baby boomers also make up a significant part of the current workforce. According to the National Council on Aging (NCOA), we face a [huge shortfall](https://medium.com/inside-the-salesforce-ecosystem/how-home-healthcare-companies-can-serve-more-patients-without-creating-scheduling-pain-8ead4c8c2edd) of providers by 2020, and it’s highly unlikely that we’ll come close to hitting the benchmark in that time. The fact that the supply can’t meet the demand is concerning. However, the focus has shifted to making sure the providers we _do_ have are empowered to utilize technology and mHealth apps to bridge the gap. This means a heavier reliance on artificial intelligence (AI) technology, video-based care, and, yes, even house calls. ### Healthcare consumerism While many healthcare or pharmaceutical companies have long been marketing to the public like consumer products or services do, the patient experience when working with providers and receiving care has often been a far cry from what they see on TV. But patients have started holding healthcare providers to the same standards they do for any other paid service. Patients, or “[healthcare consumers](https://www.skedulo.com/blog/consumerization-healthcare-experiences/),” don’t want to drive to doctor’s office, find parking, sit in a crowded waiting room, waiting idly for a doctor to spend just 15 minutes with them. Armed with the knowledge that they have the option to get the checkups they need in the comfort of their own home, patients [have shown enthusiasm](https://www.npr.org/sections/health-shots/2018/03/07/591018896/patients-like-hospital-care-at-home-but-some-insurers-are-skeptical) for this “retro” style of healthcare. And they want all of this at a fair price, without compromising their standard of care. House calls fit the bill on all fronts. Learn more about the [future of home healthcare](https://www.skedulo.com/blog/the-future-of-home-healthcare/), or request a demo today. ### Intelligent scheduling software In the heydays of house calls, you called the doctor and waited for him to show up in the next few hours or the next day. Now, [intelligent scheduling software](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) gives care coordinators and providers a sophisticated tool tell patients not only when the practitioner will arrive, but give real-time updates along the way. Patients also can request a physician that speaks their language, has experience with their condition, or has seen them in the past. The software simply directs the appropriate home healthcare provider straight to their door during a time frame that works for the patient, caregiver, and the business. This type of intelligent automation opens the doors to costs savings, smoother processes and operations, and better patient experiences. ### Healthcare Insurance Is Partnering With Home Health House calls are convenient for patients, but that doesn’t mean convenience must come at a higher price. Some insurance companies are [just as excited](https://www.unitedhealthgroup.com/newsroom/2018/0521-housecalls-medicare-advantage-plans.html) about house calls as the patients. Consider this: - Hospitalization rates [dropped 30%](https://news.usc.edu/90783/house-calls-program-for-ailing-seniors-saves-health-care-dollars-study-finds/) with house calls, according to one study. - Readmission rates can be reduced when a physician meets the patient on their own turf—[as much as 41%](https://www.clinicaladvisor.com/web-exclusives/physician-assistant-home-care-reduces-hospital-readmissions-after-cardiac-surgery/article/467672/) in one cardiac post-surgery study. - [Medicare reimbursement is increasing](https://innovation.cms.gov/initiatives/independence-at-home/) for home visits, leading more providers to start offering the service. The amount of services being offered at home is growing exponentially, too. Where once house calls were only offered occasionally to the infirm and homebound, or those approaching end-of-life, now there is a wide range of amenities on offer—prenatal, pediatrics, urgent care services, labs, and diagnostics, just to name a few. House call practices are opening all over the country, working to bring medical care to your home. It’s a triple win: patients get the care they need in the convenience of their own homes, practitioners can deliver stellar service with less overhead and [more mobile technology](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/), and insurance companies actually [_save_ money](https://www.ncnp.org/journal-of-medicine/1926-house-calls-are-back-saving-hospitals-millions.html) while giving customers what they want. ### Home Health Technology Brings (Back) the Future Home health technology is improving the lives of healthcare consumers across the board. From the chronically ill to the chronically busy, the [shift from clinic to home](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/) is returning, and insurance companies are noticing. We’re going back in time with 21st century technology—and all signs point to it being a move for the better! Interested in learning more about mobile healthcare scheduling solutions? [Book a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/home-healthcare-benefits-providers/" type: "blogPost" title: "Home Healthcare Services Benefits: Providers Need to Jump In" author: "Trevor Morrison" date: "2018-08-28" description: "mHealth apps and mobile technology are making home health services more attractive than ever, offering benefits to both patients and providers." lastmod: "2020-05-20" --- # Home Healthcare Services Benefits: Providers Need to Jump In Published August 28, 2018 · Updated May 20, 2020 · By Trevor Morrison · 4 min read Healthcare has been revolutionized with the discovery of antibiotics, robotics used for previously impossible surgeries, and much more—even home healthcare. Yes, the old-fashioned home healthcare services of yesteryear, but with a futuristic twist, promises to added its name onto that list and bring about a healthcare industry revolution. And healthcare providers need to jump in. The home health services industry is growing amid skyrocketing demand and supported by the expansion of mobile health (mHealth) apps and mobile technology, such as artificial intelligence and wearable monitoring devices. Providing home health services is more cost-effective and [efficient](https://www.skedulo.com/blog/fighting-productivity-pinch-5-secrets-leading-home-healthcare-organizations/) than ever. Conditions that would have hospitalized patients just a few years ago are now easily treated in the comfort and privacy of their own homes. But it’s not only the patients who benefit from home health and [mobile technology.](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/) Providers are well-positioned to reap significant rewards from the home healthcare revolution. ## Home Healthcare Cuts Costs Patients who follow home health orders following a hospital discharge cost Medicare [about $4,000 less](https://homehealthcarenews.com/2018/03/home-health-adherence-slashes-medicare-costs-readmissions/) than those who don’t follow through with their home health care plan. This is good news from both a patient and a provider perspective. The move toward [healthcare consumerization](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) means patients are demanding cheaper, more value-added services. Home health certainly fits that bill. And because home healthcare is cheaper to deliver than more intensive treatments in a hospital or clinical setting, providers save money, as well. ## Shorter Hospital Stays with Home Healthcare In the past, patients who weren’t unwell enough to require hospitalization but needed support at home were commonly stuck in limbo. It took time to set up the necessary services required to get them back to their daily lives, often leaving them hospitalized for longer than necessary because of inadequate support at home. Now, however, many hospitals are [partnering with home healthcare companies](https://www.crainsdetroit.com/article/20180624/news/664501/hospitals-use-home-health-to-cut-costs-of-readmission), allowing for support to be set up much faster. Instead of a patient lingering in the hospital, a healthcare aide can be assigned to the case and formulate a care plan, allowing the patient to go home sooner. This frees up beds for the hospital, saves time, and increases business for healthcare providers—and ultimately lets the patient return home more quickly. ## Home Healthcare Reduces Readmission Rates and Improves Outcomes Hospital readmissions cost Medicare more than [$17 billion](https://www.celltrak.com/blog/how-home-health-care-agencies-can-reduce-hospital-readmissions) each year. As such, there is plenty of pressure on healthcare professionals to reduce readmission rates and the resultant penalties that come along with them. Enter home healthcare. With up to [75% of readmissions](https://www.celltrak.com/blog/how-home-health-care-agencies-can-reduce-hospital-readmissions) being preventable, home healthcare professionals do their part: help manage medicines, ensure orders are followed, educate patients and their families on their care, and monitor for risks though wearable technology such as heart rate monitors and oxygen sensors. Many studies have found that patients tend to recover better at home. They [start walking or moving faster](https://www.wisegeek.com/why-have-hospital-stays-after-surgery-become-so-short.htm), may perceive less pain, and enjoy a more restful environment. Their risk of infection is also significantly reduced, as they aren’t exposed to the myriad of germs and bacteria present in even the cleanest of hospitals. Reduced readmission rates and more favorable outcomes don’t just benefit the patient, either. Providers who have low readmission rates are more attractive to potential patients, may qualify for incentives and have a better chance of striking up a lucrative partnership with hospitals and other care facilities. ## Additional Benefits of Home Health Services Lower costs, shorter hospital stays, reduced readmissions, and more favorable outcomes are all fantastic benefits of home health services, but they’re not the _only_ benefits. - **Streamlines the continuum of care:** Home healthcare makes it easy for a patient to go from one level of care to the next, stepping down gradually as fewer services are needed, or increasing care as the patient ages or a chronic or terminal condition progresses. The patient is supported throughout the process, and the provider is able to build a relationship with the patient based on trust. - **Allows for remote monitoring:** Wearable tech, mHealth apps, and home health software makes it easier than ever to monitor a patient without ever making a house call. This saves the provider time and money while still affording the patient a high level of care. Should problems arise, the provider will be quickly alerted to the fact and can act before more intensive medical intervention becomes necessary. - **Increases the ability to form partnerships:** There has been a recent shift from the “silo effect”—each medical entity acting as a standalone—to a more partner-focused care system. Home health companies may have the ability to partner with hospitals, assisted living facilities, and other senior and/or medical-based companies, creating an umbrella of services that benefit patients and providers alike. We’re about to see another revolution that will join the ranks in changing the course of healthcare. The benefits of home healthcare services to patients and providers are too many to sit on the sidelines. Providers need to jump in and embrace this revolution! A great mobile healthcare company needs a great scheduling platform. Request a demo of Skedulo’s [healthcare scheduling system](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) today! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/" type: "blogPost" title: "Home Healthcare: A Fast-Growing Industry" author: "Aya Fawzy" date: "2018-04-11" description: "Advanced healthcare tech, demographic changes, and patient preferences make home healthcare the fastest growing industry in the U.S." lastmod: "2020-05-20" --- # Home Healthcare: A Fast-Growing Industry Published April 11, 2018 · Updated May 20, 2020 · By Aya Fawzy · 4 min read Home healthcare services is the fastest growing industry in the United States, and it doesn’t show any signs of slowing down. Right now, the homecare industry includes around 417,966 businesses with an annual revenue of [$96 billion](https://www.ibisworld.com/industry-trends/market-research-reports/healthcare-social-assistance/ambulatory-health-care-services/home-care-providers.html). The U.S. Bureau of Labor Statistics (BLS) predicts there will be 13 million personal healthcare and home care aids by the year 2020. There are a variety of factors that contribute to this growth, including: - An aging population - The prevalence of chronic illnesses - Rising treatment costs - High cost of inpatient hospital care - Lack of affordable nursing homes - Growing physician acceptance of home care - Medical advancements - Home healthcare technologies - Cost-efficient treatment options from public and private payers Population trends, like the baby boomer generation reaching retirement age, and personal healthcare preferences are also contributing factors. According to the AARP, by 2030 [one in five Americans](https://www.aarp.org/livable-communities/info-2014/livable-communities-facts-and-figures.html) will be over the age of 65, adding up to 71.5 million seniors. Ninety percent of these individuals want to stay in their home as they age, rather than being placed in a nursing home. ## Aging in Place: How Technology Helps Seniors Stay at Home Independent living, non-assisted living, and aging in place are three terms for the same thing: an elderly person receiving home healthcare in their own home. Advancements in portable healthcare technology are bringing advanced care right into patients’ homes, helping to make this a reality. Technology advancements that are driving the growth of home healthcare include: **Quality care and communication tools**: Modern [healthcare management solutions](https://www.skedulo.com/blog/healthcare-scheduling-tool-checklist/) often include devices and/or features that help caregivers communicate with patients, collaborate with each other, and monitor patient progress over time. Some healthcare providers use Internet-enabled home monitors, and others may use mobile apps (such as the AARP Caregiving app) to keep track of medications and appointments. Providers also offer online support groups and social networks to help seniors share advice and talk to others in similar situations. **Telemedicine**: [Telemedicine](https://www.theseniorlist.com/2015/11/how-telemedicine-is-affecting-home-health-care/) allows a senior to stay at home while being monitored by a physician. Scheduled appointments are conducted via electronic communications (smartphone, email, and two-way video) instead of in an outpatient facility. Two types of mobile telecommunication technologies are: - **Store and forward services**: Medical data is collected with an in-home device or wearable medical sensor and transmitted to the provider over a wireless network to access offline for assessment. - **Remote monitoring services**: Monitoring devices that transmit medical information to provider, such as cardiac rhythm management (CRM) or sleep therapy monitoring. These and other advancements in healthcare technology enable seniors to stay in the comfort of their own homes while receiving advanced medical care, and they continue to propel growth of the entire in-home healthcare market. ## Three Things Healthcare IT Can Do To Support Home Healthcare Home healthcare providers are facing increased demand for services, as well as stiffer competition for quality practitioners from other healthcare agencies to hire and retain quality practitioners. IT departments for in-home healthcare organizations can do a few key things to support healthcare workers in this growing field: 1. **Evaluate tech stack and integrations**: Calculate how many collection points there are for your organization’s data and how they connect—or don’t connect. Take inventory of separate legacy systems, file systems, spreadsheets, and any other incoming data, so you can understand what it takes to make them work together. 1. **Evaluate mobility in your organization**: Evaluate who is on the go and who is in a static location at any given time, then determine what devices and workflows are required for each. Make sure you know if employees have unique needs, such as offline capabilities for remote areas, so you are prepared to address them. 1. **Get off paper and point solutions**: Create a centralized system for your data so you can replace spreadsheets or [other disparate ways](https://www.skedulo.com/blog/) of collecting information. Data consolidation is not always easy with healthcare systems, so make sure you look for solutions that are interoperable with others to make the effort easier. ## How Skedulo Drives Growth for Home Healthcare Providers Skedulo offers a [healthcare scheduling solution](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) that is designed for providers on the move. With our robust scheduling platform and mobile app, home healthcare workers can stay in touch with back-office administrators and get updated appointment schedules at the click of a button. With the Lens API, healthcare organizations can pull Skedulo functionality into existing apps and systems, giving you the flexibility to focus on patient care and stay competitive in the highly regulated healthcare environment. Home healthcare organizations have seen tremendous results from Skedulo’s mobile workforce management system: - **John Hopkins Medicine International** saw an [80% increase](https://www.slideshare.net/Skedulo/simplify-operations-for-coordinated-and-home-health-care-90198229?trk=v-feed) in matched allocation accuracy and a 45% decrease in appointment no-shows and cancellations across more than 200 care providers in 30 countries. - **Healthstrong**, one of the largest healthcare providers in Australia, integrated the Skedulo app with Salesforce and experienced a [30% increase](https://www.skedulo.com/customers/healthstrong/) in scheduled appointments across more than 300 practitioners. - **New Jersey Respiratory Associates (NJRA), **a 24/7 respiratory therapy provider, experienced a [33% increase](https://www.skedulo.com/customers/new-jersey-respiratory-associates/) in accounts per therapist, as well as greater efficiency in back-office operations, invoicing, and sales. Skedulo’s scheduling system for mobile healthcare employees is 100% secure and HIPPA-compliant. Use it to create new appointments, send real-time updates to providers in the field, and create robust reports to analyze your performance. [Request a demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action today! ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/" type: "blogPost" title: "How Intelligent Scheduling Solves 5 Common Home Healthcare Bottlenecks" author: "Craig Panigiris" date: "2022-07-01" description: "Bottlenecks in your home health scheduling process impact productivity, patient satisfaction, and revenue. Learn how intelligent scheduling tools can help." lastmod: "2022-07-08" --- # How Intelligent Scheduling Solves 5 Common Home Healthcare Bottlenecks Published July 1, 2022 · Updated July 8, 2022 · By Craig Panigiris · 8 min read Home healthcare operations know that an effective, efficient scheduling process is essential for success; so why do so many still struggle to get it right? Disparate systems, a lack of real-time data, and manual processes result in scheduling bottlenecks that gum up the operation as a whole. Eventually, these bottlenecks lead to reactive, last-minute scheduling stress, lost revenue, patient churn, employee dissatisfaction, and unnecessary idle time. Productivity and performance suffer, and retaining both top talent and clients becomes a costly challenge. To eliminate these barriers, home healthcare organizations need a multi-faceted approach that optimizes staff coverage and capacity and encourages strong patient engagement. ## Common Scheduling Bottlenecks Scheduling home health appointments requires a great deal of time and energy, especially if your team doesn’t have the adequate processes and tools for support. Many organizations face a variety of [common challenges](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) that cause scheduling inefficiencies and bottlenecks, including: ### 1. Disconnected scheduling systems To get their home health providers to where they need to be, some organizations use several systems to manage their scheduling processes. They may use a clinical system, like [an EHR](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), for patient treatment or preference data, an HR system for time off and weekly availability, spreadsheets for appointment details, and more. Various point solutions lead to fragmentation, friction, and gaps within the scheduling and [dispatching process](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/). They cause excess administrative costs and mental fatigue, too, in the form of manual scheduling entries and revisions, weighing options and trade-offs between resources, and wasted back-office productivity. Understanding both patient and worker availability is crucial to an organization's scheduling success, but disconnected systems hinder the transparency required for real-time accuracy. So while staff schedulers may have access to patient availability through their EHR and worker availability through their HR system, they don’t have the critical ability to reference both when building (or adjusting) the schedule. If your team doesn’t have a centralized, dedicated scheduling system to pull everything together, then they’re likely working from multiple sources of truth. So when there’s a last-minute appointment change or a provider calls out sick, schedulers are left scrambling between separate systems to accommodate the change. ### 2. Mismatches of patient and provider Though most home healthcare organizations have adopted advanced medical technology, many still schedule their caregivers by hand, with Excel, or through ad hoc systems they’ve cobbled together. When it comes to properly matching a patient’s long-term therapy needs to a provider’s consistent availability, these inflexible systems just can’t keep up. Schedulers need seamless access to essential information (e.g. caregiver locations, credentials, and preferences and patient history), but the data is scattered across those different systems. They face difficulties in version control, which makes it nearly impossible for them to know if they have the most up-to-date information as they book appointments. Receiving home healthcare is an intimate experience for patients, so an inability to ensure they’re matched with the right provider every time can lead to dissatisfaction and mistrust. As increased specialization and focus in healthcare becomes a driving factor for [patient satisfaction and engagement](https://www.skedulo.com/blog/understanding-patient-engagement/), organizations that don’t have intelligent tools for matching caregivers to patients will likely lose their competitive edge. ### 3. Appointments not clustered by location Without a sophisticated scheduling tool that shows provider locations in real time, your team can’t optimize their schedules for maximum efficiency and productivity. If, for instance, Sharon’s first home health appointment of the day is 40 miles from her next patient, she’ll be spending a significant amount of time traveling between the two. With an [ineffective scheduling process](https://www.homecaremag.com/may-2021/common-problems-shift-planning-homecare-agencies), staff schedulers may send an employee across town to a patient's home that’s just a few blocks away from where another provider is already completing their work. Substantial travel time between appointments limits the number of patients providers can accommodate in a day and reduces the time they can spend on meaningful patient interactions. Unfortunately, traditional scheduling tools don’t offer capabilities for clustering appointments based on proximity; so excessive travel time, downtime, and associated expenses often plague [home health operations](https://www.skedulo.com/blog/operations-management-in-healthcare/). ### 4. Day-of changes Missed, canceled, and rescheduled appointments are a reality for any organization that depends on mobile workers to deliver its services, and each change comes with a cost. Worker productivity is reduced, revenue is lost, and—in some cities—the healthcare organization must pay extra wages to the affected employee to comply with [fair scheduling laws](https://www.skedulo.com/blog/fair-scheduling-for-home-health-providers/). While last-minute changes are very common in home healthcare, many organizations still don’t have the right scheduling tools and processes to mitigate their impact. A home health provider may need to schedule additional visits for a patient whose condition is declining, or may need to reduce the frequency of appointments for a patient who is recovering quickly. Patients can be discharged from a hospital early and need immediate home care, or halt their home health services without prior notice. These abrupt changes can throw a significant wrench in the organization’s operations if they’re not able to access, evaluate, and modify schedules in real time. Day-of changes are even more of a headache if a team’s tools don’t help them oversee and prioritize dispatching based on patients’ acuity levels or conditions. Scheduling becomes an overwhelming, cumbersome process for already-busy schedulers, who must somehow keep track of myriad ever-changing details; frequently leading to [premature burnout](https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/) and inefficient use of company resources. ### 5. Manual data entry Home healthcare workers are often burdened with time-consuming, frustrating [manual data entry](https://www.healthcareittoday.com/2022/03/25/how-to-reduce-manual-data-entry-risks-in-the-healthcare-sector-in-2022/). The job itself already requires a hefty amount of documentation, so providers who must also re-enter data into a database tend to spend more time documenting information than they do actually caring for their patients. Manual [data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) processes require additional time between appointments, which means caregivers have less time to spend doing what they actually enjoy: Caring for their patients. They also increase the risk for duplicate data regarding when and where they perform their work, since they don’t offer transparency into job statuses or geolocations. Plus, without intelligent tools for data collection, patients, providers, and administrators can’t stay connected in real time, which causes inaccuracies and inefficiencies in decision making. ## How Intelligent Scheduling Eliminates Healthcare Scheduling Bottlenecks [Gone are the days](https://www.skedulo.com/learn/future-healthcare/) where manual or disconnected systems were enough to keep a home healthcare organization competitive and profitable. Modern businesses have started leveraging powerful tools to eliminate scheduling bottlenecks—enabling them to provide better patient care and improved employee experiences. With the right scheduling solution, your home health company can: - **Optimize scheduling - **Intelligent scheduling software, like Skedulo, is built to handle the [complexities of home healthcare](https://www.skedulo.com/blog/the-future-of-home-healthcare/) scheduling while maximizing patient flow. It automates the process and helps teams efficiently schedule multiple appointments and resources across a relevant time period; all while taking into account patient and provider availability, location, travel time, skills matching, and more. Schedulers always have the most up-to-date information on their workers and patients, so they can easily maximize billable hours and prioritize the care encounters for each patient. - **Provide real-time updates - **The consumerization of healthcare has changed the way patients receive healthcare products and services: They’re no longer passive consumers, but instead play an active role in their own care. Robust scheduling technology can help home health organizations keep up with this shift, as they offer real-time updates that ensure the patient is always in the loop. Some tools automatically send an SMS to the patient when the clinician is on their way, along with estimated arrival times so they’re never left wondering when they’ll receive care. Providers benefit from real-time notifications, too, as they instantly alert them when there’s a last minute schedule change or cancellation. That way, they don’t waste time traveling to an appointment that a patient has already rescheduled or canceled. - **Centralize their scheduling - **When you implement a centralized scheduling platform, you gain a comprehensive view of capacity across a larger pool of resources, which helps schedulers prioritize work based on urgency. This transparency, in turn, enables your organization to cut down on the patient waitlists that otherwise reduce client satisfaction and prevent them from getting the immediate care they need. Schedulers have all essential data in a single, easily accessible place, so they can quickly identify appointment slots where a patient can be seen by another, equally qualified caregiver instead of waiting for the provider they initially requested. Provider schedules, appointments, availability, and locations are updated in real-time, which helps schedulers streamline scheduling and appointment confirmations. - **Empower providers with a mobile app - **Clinicians shouldn’t have to spend precious time toggling between various apps to collect appointment details, access their schedules, communicate with administrators and patients, or find the best route to their next client. Sophisticated scheduling tools offer a mobile app that ties together everything they need in one place. They make data entry quick and seamless, which reduces errors and enables providers to maintain their productivity. What’s more, they minimize physical paperwork and printing costs; and since [44% of organizations](https://www.skedulo.com/resources/the-state-of-deskless-work-q4-2021-research-report/) rely on paper-based processes to schedule and manage their deskless workforce, going mobile-first can boost your competitive edge. - **Cluster appointments - **An efficient scheduling process requires savvy tools that automate appointment clustering based on providers’ location. Some solutions allow schedulers to see new appointment requests, then review which clinician may be able to treat that patient on their current route. That way, caregivers can maximize their time and serve more patients without wasting valuable time on the road. Patients don’t have to wait an extended period of time for a provider to arrive, but can instead receive care from the nearest qualified clinician. Overall, modern scheduling software can eliminate the bottlenecks in your end-to-end scheduling process, which results in more efficient care coordination. They help organizations empower their in-home health providers to make the most of their time and improve patient satisfaction. ## Powerful Home Healthcare Scheduling Software to Optimize Your Process As patient _and _employee expectations continue to rise, home healthcare organizations must leverage tools that eliminate the time-consuming, frustrating elements of scheduling. Disconnected systems, paper-based scheduling methods, and the inability to access real-time information all contribute to workforce inefficiencies and reduced productivity. [Skedulo’s home health scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) helps organizations manage their providers’ complex schedules with ease. With mobile-first tools for automated scheduling, job matching and clustering, route optimization, communication, and more, Skedulo can help your team eliminate the bottlenecks that threaten their success. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/honest-conversations-with-skedulo-women-this-international-womens-day/" type: "blogPost" title: "#BreakTheBias: Honest conversations with Skedulo women this International Women’s Day" author: "Silvia Zhang" date: "2022-03-02" description: "This year’s IWD global theme is #BreakTheBias, and we have several internal and external initiatives to drive awareness and discussion." lastmod: "2022-03-08" --- # #BreakTheBias: Honest conversations with Skedulo women this International Women’s Day Published March 2, 2022 · Updated March 8, 2022 · By Silvia Zhang · 2 min read International Women’s Day (IWD) is just around the corner and we’re very excited to be honoring and celebrating this day. We recognize that tech has traditionally been a male-dominated industry, and see this as a chance to have honest conversations with the inspiring women who work at Skedulo and have built a successful career in tech. This year’s IWD global theme is #BreakTheBias, and we have several internal and external initiatives to drive awareness and discussion. This is an opportune time to talk about unconscious biases and ask, “How can we break gender bias?”  Here are a few ways we will do this over the coming week, as we prepare to celebrate International Women’s Day on March 8. [Watch the video](https://youtu.be/Z68y1ZjD66E) ### Celebrating International Women's Day through committing to Break the Bias We are interviewing women from all walks of life, in countries around the world who work at Skedulo. Our goal is to find out about their experience building a career in the tech world, their role models, challenges, inspiration, advice to other women who are entering a male-dominated industry, and what International Women’s Day means to them. [Watch the video](https://youtu.be/QLkoBpF4_Cs) > Learn everything you can about the industry. You got to know it better than the people around you. And trust that. Trust what makes you different is good. > > — Pamela Rausis, Global Project Enablement Manager - San Francisco [Watch the video](https://youtu.be/r1whQfLRs20) > Be respectful, supportive, and stand up for women in your home, society, and your workplace. And be mindful about unconscious biases that you may have that limit women to live to their fullest. > > — Uyen Nguyen, Technical Product Manager - Ho Chi Minh [Watch the video](https://youtu.be/DVl0le4b1HI) > It’s the opportunity. It’s giving them the space and giving them the time to do it. I think in the workplace, a lot of things will fall onto men and there’s a lot of room to actually consider women who are in that position as well. > > — Laura Przybek, Director of Marketing - London [Watch the video](https://youtu.be/-n93L25I-Eo) > Bring your gifts and talents and be confident. So many times I hear women apologizing for themselves or second guessing themselves. Learn and grow all you can to better understand how to navigate that world and make an impact. > > — Jeanne Mariani, EVP of Finance - San Francisco [Watch the video](https://youtu.be/gqG6IrpFzvA) > I met challenges head on, and that provided me with an incredible opportunity to make a positive impact in any situation. > > — Hannah Jessop, Project Manager - Brisbane ### Panel Discussion On March 8, we will hold a panel event to showcase the contributions and achievements of several women at Skedulo. Discussions will also focus on this year’s theme of #BreakTheBias, so we can understand the panelist’s perspective on how bias presents itself and what can be done to remove it. Our CEO Matt Fairhurst, who is an active supporter of empowering women to enter and succeed in tech roles, will kick off the event. ### Continuing the conversation As well as our internal #BreakTheBias commitment, we will be sharing our experiences and thoughts on social media to elevate International Women’s Day and raise awareness for this year’s theme. It’s a day that aligns closely with Skedulo Heart and our values, and connects with other initiatives we have engaged in over the years including [UNIQ You](https://www.skedulo.com/news/category/pr/) and the  Deloitte & Salesforce Talent Alliance Digital Compass program. All of us have an opportunity to help close the gender equality gap. I hope you will join me during International Women's Day in acknowledging the achievements of women and engaging in conversations which challenge gender bias and stereotypes. ## Related posts - [Introducing Women of Skedulo](https://www.skedulo.com/blog/introducing-women-of-skedulo/) — March 8, 2023. Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this I… - [Giving Back With The Felix Project](https://www.skedulo.com/blog/giving-back-with-the-felix-project/) — October 14, 2022. This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, an… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… --- --- url: "https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/" type: "blogPost" title: "How a Workforce Management Strategy Can Improve Retention and Employee Engagement" author: "Laura Przybek" date: "2022-10-22" description: "Strong workforce management can help organizations attract, engage, and retain top talent. Learn seven strategies and how to implement them successfully." lastmod: "2023-03-09" --- # How a Workforce Management Strategy Can Improve Retention and Employee Engagement Published October 22, 2022 · Updated March 9, 2023 · By Laura Przybek · 12 min read The lasting impact of the COVID-19 pandemic has shed light on the need for organizations to shift their approach to workforce operations. We’ve seen (and continue to see) fundamental changes in the typical workplace, the makeup of the workforce, and the ways in which people work. The rising prevalence of telework and remote work options, difficulties finding labor, and rising wages threaten a company’s ability to find, retain, and engage talent. Those that neglect to optimize their workforce management strategies to accommodate these significant changes will likely begin losing their greatest asset: their workers. A strong talent pool is crucial to an organization’s bottom line, so companies must adapt to maintain their viability and competitive edge. To meet and exceed employee expectations, keep workers engaged, retain crucial talent, and attract new talent, businesses need strong strategies that take into account the changing tides of modern workforce management. ## Workforce Management Challenges Businesses can’t understand and leverage successful workforce management strategies without first acknowledging the challenges that they’re currently facing. These obstacles commonly include: ### Lack of communication Employees need to collaborate to get jobs done efficiently and effectively, but this is difficult without the right tools. Slack, email, text messages and phone calls only lead to miscommunications, delays, and frustrations; but how can employees do their best work if they don’t have seamless communication with coworkers, supervisors, or even customers? This is particularly important for deskless workers, who don’t have the luxury of physically meeting and interacting with colleagues on a daily basis. In fact, [80% of remote workers](https://www.igloosoftware.com/state-of-the-digital-workplace/) report that they are more likely to feel excluded than their in-office coworkers—and that feeling of isolation can quickly lead to disengagement from their work. Plus, without open lines of communication, employees aren’t properly equipped to maintain their productivity. Let’s say, for instance, a scheduler needs to alert a mobile worker of an appointment cancellation, but can’t get a hold of the worker. The deskless worker may travel to the job before realizing the change in schedule, which wastes time, energy, and the total number of customers served in a day, since they can’t fill that wasted time with another appointment. This lack of seamless communication plagues the entire operation, and is irritating to the deskless worker, who has now wasted a significant portion of their day on the road for no reason. And while a one-off miscommunication like this might not seem like a big deal, over time, the realities of inadequate communication—and how they impact daily work, quality of life, and the customer experience—become wearing on individuals. The business [loses out not only on revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) (due to an inability to serve the maximum number of customers throughout the day) but also breaks the trust of their employees. ### Lack of integration Many organizations arm their workers with various tools (e.g. a routing app, calendar, communication tool, timesheets, etc.) in an effort to make their lives easier. In reality, this slows them down and makes their daily work more difficult to complete. Employees waste time toggling between apps to get their work done, which is inefficient and, quite frankly, annoying. But it’s even more irritating that workers need to re-enter data into several systems of record to ensure everything is correct. It’s also error-prone and doesn’t allow for access to real-time data when they most need it: in the field. When systems don’t talk to one another and reflect the data without the added step of re-entering it, then it’s likely not fully up-to-date at a moment’s notice. For example, a worker takes field notes at a customer site, then must travel back to HQ to re-enter that information into the system of record. It’s time-consuming, burdensome, and risky for already-busy mobile workers. It can feel like an added job on top of their primary duties; and top-talent wants to be able to focus on what they’ve actually been hired to do rather than tedious, administrative tasks that slow them down. ### Lack of flexibility Flexibility and adaptability are often overlooked when it comes to [workforce scheduling](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/)—but this is a huge mistake on the part of the business. Deskless workers want to have a healthy work-life balance, and that’s just not possible with traditional scheduling tools. Typically, the schedule goes out, and if something doesn’t work for the employee, they must contact the scheduler to change it as soon as possible (if at all possible). The scheduler must then either spend time searching for a qualified, available replacement or cancel the appointment altogether; which leads to poor customer perceptions and satisfaction. Flexibility can encompass a variety of factors for the workforce, including flexible work schedules and hours, pay schedules, zoom camera policies, and more. In a time where [51% of all workers](https://www.skedulo.com/learn/deskless-workers/) say their job satisfaction has been negatively impacted by the COVID-19 pandemic, flexibility across various workforce aspects can make or break employee retention. ![workforcedata](https://assets.skedulo.com/assets/2021/07/WorkforceDataHR_blog-tile_632x335@2x.jpg) ## 7 Strategies for Workforce Management As we evaluate the many various factors impacting workforce management across every industry, one thing becomes glaringly obvious: organizations must adapt their strategies to [better support and empower their workers](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). Here are 7 best practices for optimizing workforce management to [enhance employee engagement](https://www.skedulo.com/blog/champion-your-workforce-with-these-5-free-benefits-2/), boost retention, and—ultimately—improve your bottom line: ### 1. Utilize automated software The first step is to take the tedious, time-consuming, manual work out of your employees’ days. From scheduling, to routing and dispatching, and more, automation can alleviate much of that burden. It also reduces human error and ensures a higher level of accuracy across different workflows, business decisions, and utilization. Plus, when something changes (which is always bound to happen), automated software instantly resolves the problem. For example, if a worker falls ill the morning of an appointment, [automated scheduling software](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) can instantly find a qualified, available replacement who’s close in proximity to the job, so the customer doesn’t get canceled on at the last minute. This allows for fully optimized schedules, too, since appointments can be scheduled in clusters. Employees don’t spend unnecessary time on the road, but instead serve as many customers as possible throughout the course of the day. When they’re focusing on their work and their customers (instead of manual administrative tasks), employees are happier and more fulfilled, and know that their time and efforts are valued by their employer. ### 2. Take advantage of data analysis Let’s face it: your business is ineffective without the proper data to help you optimize operations. Data can help you better understand your workforce, including what’s working, what’s not, and where you can make improvements. Don’t let your precious data go to waste by failing to put it to good use. Instead, use tools that allow you to easily gather, connect, and analyze your most valuable data so that you have a holistic, bird’s eye view of what’s happening across every business function; and how each impacts the others. For example, your data might show that you have periods of higher or lower customer demand in specific parts of the year. You can avoid over or under-hiring by looking at historical data and staffing based on that information. Or, if workers are habitually arriving late to customer appointments, you can take a close look at the factors that may be contributing to their punctuality. Then, make necessary improvements that drive both employee and customer satisfaction. This shows your employees that you actually care about the quality of their work _and_ the quality of their daily lives. You’re actively removing the barriers that negatively impact their ability to [perform at their highest level](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/). ### 3. Integrate your administrative software Many organizations still struggle to match the ever-changing, complex needs of their customers with their diverse, uniquely qualified workforce. Disconnected systems only exacerbate the headache of getting the right person to the right job, tracking working hours, gathering customer data, proper billing, and the myriad other details involved in running a successful operation. This is particularly true in healthcare, where using several different software systems can put a hefty burden on the shoulders of administrative staff—and lead to inefficiencies, errors, and significant obstacles across the entire business, especially as it scales. Take scheduling a home health care worker, for example. If the company uses multiple disconnected systems to schedule their appointments, the process can be quite convoluted: - The staff scheduler must dig through their customer database to gather information about the account, patient, specific care requirements, and insurance limitations. - Then, they must consult the schedule, which may or may not accurately reflect the most up-to-date version of workers’ availability. - Based on that pool of healthcare providers, the scheduler then chooses the person who is best fit to take that appointment. They must select someone with the right skills, certifications and experience, and more. This typically requires the use of multiple spreadsheets, calendars, and emails. - Next, the scheduler will navigate the provider to the job site. - The provider will then complete the job, gather the necessary patient and appointment details, and transport this information back to the office. - Administrators must then process the patient paperwork, worker timesheet, and other necessary forms. - Finally, the administrator will share that information with the correct internal team(s) to file a claim, bill the patient, or both. This highly inefficient, time-consuming, and mistake-ridden process is a harsh reality for administrators and deskless workers, but [integrated systems can transform the process](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/). By integrating your administrative software with your other existing tools, schedulers can instantly see who’s available for a requested appointment, where they are, and whether or not they’re qualified to complete the job. Rather than wasting time digging through information and waiting for replies to emails and calls, they can send deskless workers to a job site with a push of a button. Then, they can receive real-time updates on job status, notify the customer when the mobile worker is on their way or if they’re running late, and see exactly when they arrive and leave. Plus, deskless workers can collect all the necessary job information in a centralized mobile app and sync that data back to HQ in real-time, saving them the precious time it would take to transport and re-enter those details back at the office. That level of interoperability and [visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) helps to streamline operations and gives both back-office employees and deskless workers more time to focus on the higher-value tasks they really care about. ### 4. Encourage employee self-service Highly-talented, experienced employees don’t want to be micromanaged. For deskless workers, especially, autonomy in daily work is a huge driving factor of employee satisfaction. If their schedules are completely structured by someone else, their work can quickly become draining, which leads to dissatisfaction and premature burnout. Businesses should instead empower them with tools that give them some degree of autonomy over their daily schedules and structure their days in a way that meets both their personal needs and customer demand. At the same time, the organization still needs to maintain visibility and control over the larger workforce operation. They can’t simply allow workers to run the show without ensuring proper service delivery, location tracking, seamless communication, data collection, or accurate capacity management. Autonomy and self-service can cause serious issues if each deskless worker uses their own tools for communication, data collection, time tracking, routing, and more. But organizations can successfully allot some administrative and decision making power to the discretion of employees if they leverage the right workforce management tool. Intelligent, centralized, mobile-first technology can support a healthy balance between employee self-service and employer authority. Deskless workers can pre-set their availability for appointments, access digital forms for leave requests, and receive job requests that they can accept on a “first come, first served” basis. Employees thus have a higher level of control over their daily work, which boosts both productivity and job satisfaction. ### 5. Keep things flexible Rigid scheduling can be costly in terms of losing top talent. In the home-health industry, for instance, hours and scheduling are among the top grievances workers have with their jobs. And since some estimates show that caregiver turnover [may surpass 50% annually](https://store.homecarepulse.com/product/2018-home-care-benchmarking-study-digital-copy/), organizations likely can’t afford to ignore the issue. Employers should take the time to consider their workers’ preferences when it comes to day-to-day operations and scheduling. This seems like a daunting, nearly impossible task for those that still use manual tools to manage workforce operations. But sophisticated technology can easily track employees’ likes, dislikes, and habits and create flexibility around those factors; a consideration that can help them satisfy and retain more workers. If, for instance, a deskless worker has an uncomfortable negative experience with a certain customer and doesn’t want to be paired with them again, they can request not to work with them in the future. An intelligent workforce management system automatically takes this request into account and accommodates the worker’s preference; which demonstrates that their employer respects their needs. The next time that customer requests an appointment, another qualified worker will be matched with them instead, because the system [enables the flexibility required](https://www.skedulo.com/resources/mobile-workforce-success-efficiency-flexibility-and-employee-preferences/) to quickly find a suitable replacement. So while the customer is still met with excellent service, the employee feels well-supported and empowered by the business to speak up when they’re unhappy—and they’ll likely pay the company back with their loyalty. ### 6. Forecast workloads The ability to understand customer demand vs. worker availability is a crucial part of maintaining productivity, employee satisfaction, profitability, and a competitive edge. This is true across every industry, but many utilities companies, in particular, still can’t seem to get it right. In the manufacturing industry alone, [47% of companies](https://www.plantengineering.com/wp-content/uploads/sites/4/2019/02/Plant-Engineering-2019-Maintenance-Report.pdf) still use in-house spreadsheets to support their [maintenance planning and scheduling](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/) programs. But, as is the case for any business, these outdated, stagnant tools don’t offer the visibility and long-term forecasting required to maximize their time and resources, reduce downtime, or ensure positive customer experiences. Plus, they make daily work more challenging for maintenance planners, schedulers, and field workers, who must manually track myriad details to create schedules and perform work. To accurately forecast workloads, organizations need tools that enable them to capture and analyze workforce data in real time - which means they need technology that offers [easy data collection in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/). This data can help the business [gain total visibility](https://www.skedulo.com/book-a-demo/) into key metrics, revenue-generating activities and workflows, and information that can improve the customer experience and employee productivity and satisfaction. Some workforce management tools pull everything together in one place and provide actionable insights to help the organization resolve issues before they become larger problems, so they can optimize both the employee and customer experience with minimal disruption. ### 7. Implement cross-functional management Communication and data silos are enormous threats to collaboration and—in turn—[operational efficiency](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/). They lead to disconnects between departments, team members, and even customers. And without the proper tools or knowledge base, deskless workers aren’t well-equipped to deal with less-familiar tasks or accurately communicate company information to customers. The result is an ill-prepared workforce that lacks a key component of job satisfaction: confidence. For example, if a mobile worker doesn’t have real-time access to company resources or their more experienced colleagues, they may over-promise something they can’t actually fulfill for a customer. Or, they may use language that doesn’t align with company or specialized standards, and wind up miscommunicating with, confusing, or upsetting a customer. On the company’s end, silos can mean missed business opportunities, poorly-informed decisions, and an inability to streamline broader operations - each of which negatively impact their employees. By leveraging tools that enable rich data sharing, though, organizations can break down these barriers to enhance collaboration and communication across departments. Teams can work cross-functionally when they have data-backed awareness around how different parts of the business fit together. They’re empowered to communicate, problem solve, and drive greater operational efficiency across the board, which improves both daily work for employees and the overall [customer experience](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/). ## Powerful Workforce Management Tools for Happier Employees In the wake of the COVID-19 pandemic and beyond, organizations need a strong workforce management approach to help them attract, engage, and retain top talent. While traditional tools and strategies simply don’t provide the type of support and flexibility needed to keep workers satisfied, modern technology can help businesses get it right. [Skedulo’s intelligent mobile workforce management system](https://www.skedulo.com/learn/mwm-overview/) is centralized, mobile-first, and built to solve your operational challenges. With integrated tools to automatically schedule the right worker to the right job, streamline communication, seamlessly collect data in the field, and forecast long-term workloads, Skedulo can empower and engage your employees to do their best work. Learn more about [the capabilities you need](https://www.skedulo.com/learn/mwm-overview/) to properly manage a mobile workforce, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/how-aged-care-providers-can-deliver-better-outcomes-in-the-wake-of-the-royal-commission-and-funding-reforms/" type: "blogPost" title: "How Aged Care Providers Can Deliver Better Outcomes in the Wake of the Royal Commission and Funding Reforms" author: "Beshara Sharbean" date: "2019-11-04" description: "An ageing population is placing growing pressure on Australia’s aged care sector. In the next five years alone, it’s estimated that an additional 76,000 residential aged care places will be needed across Australia. The challenges of demographic shifts, combined with the reform that is expected to a…" lastmod: "2020-05-20" --- # How Aged Care Providers Can Deliver Better Outcomes in the Wake of the Royal Commission and Funding Reforms Published November 4, 2019 · Updated May 20, 2020 · By Beshara Sharbean · 4 min read An ageing population is placing growing pressure on Australia’s aged care sector. In the next five years alone, it’s estimated that an [additional 76,000 residential aged care places](https://www2.deloitte.com/au/en/pages/economics/articles/australias-aged-care-sector-economic-contribution.html) will be needed across Australia. The challenges of demographic shifts, combined with the reform that is expected to arise from the [Royal Commission into Aged Care Quality and Safety](https://agedcare.royalcommission.gov.au/Pages/default.aspx), are driving transformational change among aged care providers. Consumer choice, service quality, staffing ratios and funding have all come under the microscope in recent times. As a result, when the Royal Commission’s interim report is handed down in October 2019, aged care providers can expect to see a renewed focus on compliance, reporting, transparency and quality of care. ## Aged care funding reform: putting consumer at the centre Over the last decade, Australia has seen a shift [towards consumer-directed care](https://agedcare.health.gov.au/aged-care-reform/home-care/home-care-packages-reform) which empowers consumers with more choice and control over the services they receive. In a similar model to the National Disability Insurance Scheme (NDIS), aged care funding is now directed to consumers to spend how they choose, rather than being allocated to aged care providers. This shift is increasing market competition and putting pressure on aged care providers to transform the way they deliver services. To remain competitive, providers are ramping up their focus on better customer service, efficient operations and flexible models of care. ## Why aged care providers need to pay attention and take action now Adapting to a newly competitive market landscape doesn’t happen overnight. Aged care providers looking to streamline their operations and improve their services are undertaking sustained and incremental change to achieve change without risking their financial positions. With the tighter margins resulting from regulatory change, many providers are finding that there’s not a lot of financial wriggle room. In all likelihood, the Royal Commission will require aged care providers to respond rapidly to a raft of legislative, regulatory and service delivery changes. There is a window of opportunity for providers to take action by building relationships across the sector, claiming payments from government and demonstrating service quality against standards to ensure they’re in the best position possible for the next wave of change. ## Working smarter to improve the quality of care There’s no doubt that aged care providers are navigating a complex landscape as they balance the pressures of regulatory change, legislative reform and a high-profile Royal Commission. To emerge successfully on the other side, aged care providers need to keep a relentless focus on retaining experienced staff, offering flexible and high-quality aged care services to consumers and claiming government payments as efficiently as possible. Planning, resource management and scheduling tools that are purpose-built for the healthcare sector are now widely available and making it easier for aged care providers to manage day-to-day challenges. The right tools can offer immense benefits for aged care providers, including: - **Improved visibility**: Many aged providers use disparate systems to manage their clients, employees, services, financials and reporting, which can make it hard to get a single view of the business. Consolidating this information into a single tool makes it much easier to understand and assess business operations – which is the first step in increasing efficiency. - **Streamlined reporting**: Too often, aged care providers lose valuable time and effort reconciling data and collating reports from multiple sources. An integrated view of business activity simplifies reporting, enabling aged care providers to meet compliance obligations and facilitate timely decision-making. - **Knowing your customer**: In a consumer-centred aged care market, providers need to truly understand their consumers to attract and retain them. Case management tools that make it easy to see consumers’ likes and dislikes, preferred support workers and support needs can be a huge asset. - **Effective scheduling**: Managing a large, mobile and shift-based workforce can be tough, but good scheduling tools give you confidence that the right workers are in the right place at the right time. Leading tools have intelligent scheduling to help workers reduce travel time, increase efficiency and match employees to the right jobs given their qualifications, experience and work history. - **Streamlining claims**: The faster a provider lodges a claim with government, the faster they get paid. Leading scheduling tools provide all the information you need about a job to lodge a claim (including details of care recipients, service delivered and client signatures) and integrates with invoicing systems to make claiming easy. - **Higher satisfaction**: User friendly and easy-to-use technology that facilitates high-quality service delivery is a sure-fire way to win over clients and employees alike. It makes it easier for staff to do their jobs and ensures that clients receive the services they need in a time, place and manner that suits them. ## How Skedulo can help Skedulo is the best-of-breed platform for intelligent mobile workforce management, with a focus on scheduling, rostering, mobile workers and associated reporting and analytics. It offers intelligent healthcare scheduling tools to manage home healthcare delivery, appointment scheduling, advanced analytics and more. To find out more about how Skedulo can help your organisation, [contact us today.](https://www.skedulo.com/contact/) ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/" type: "blogPost" title: "How Automated Scheduling Benefits the Mobile Workforce" author: "Craig Panigiris" date: "2021-03-25" description: "Automated scheduling boosts customer satisfaction, your bottom line, and more. Here are the benefits and must-have features in an automated scheduling platform." lastmod: "2021-03-25" --- # How Automated Scheduling Benefits the Mobile Workforce Published March 25, 2021 · By Craig Panigiris · 7 min read ![Automated](https://assets.skedulo.com/assets/2021/03/HowAutomatedSchedulingAffectsTeams_02-21_blog-header_1050x557@2x.jpg) As more organizations shift to a customer-centric business model, the process of scheduling their mobile, fixed-location, or blended workforces continues to evolve. There are more complexities involved with scheduling the modern mobile workforce than ever before, and the outdated, manual processes of the past just aren’t efficient enough to keep up. In fact, [72% of executives](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) claim that worker productivity is _negatively _impacted by their existing technology. Manually scheduling your mobile workers can mean missed appointments, suboptimal allocation, unhappy customers and employees, and lost opportunities. But automating the process can help resolve all of these headaches, resulting in happier customers and a healthier bottom line. ## What is Automated Employee Scheduling? Automated scheduling is an optimization tool that uses artificial intelligence to select the right employee for the job based on skills, certifications, location, and other important factors. Automated scheduling technology can handle a high capacity of incoming requests and generate a schedule that enables an organization to achieve key business outcomes. Whether their priority is to serve as many customers as possible, as soon as possible, or optimize operations for a balanced workload, automated scheduling can help companies reach their objectives. Organizations that rely on a deskless workforce to deliver services must also rely on [proper scheduling](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) to remain competitive and [boost revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). Automated scheduling tools take the guesswork and heavy lifting out of the equation, leaving your mobile workers to do what they do best: serve customers. **See Skedulo in action** ## Benefits of Automated Scheduling There are many perks to using automated scheduling, especially in comparison to outdated, manual processes: ### Increase Efficiency When creating schedules manually, efficiency is nearly impossible. Many unforeseen factors come into play: urgent appointment requests, cancellations, workers who can’t come in for the day. Checking schedules, figuring out which mobile worker is where and when, identifying which worker has the necessary skill sets for the job, and dispatching that worker to the right location—it all involves a great deal of time, resources, and effort. Automated scheduling software alleviates a large burden from busy staff schedulers, [increasing efficiency](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) and saving your company time and money. ### Reduce Operating Costs One way to trim operating costs is to decrease back office expenses. Administrative tasks can put a strain on time, money, and resources, especially when it comes to scheduling for a deskless workforce, which requires coordination across many job sites at any given time. When administrative staff don’t have to spend time finding the right worker for the given situation or the closest worker for an urgent job, they can spend more time on [tasks that grow the business](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/). ### Shift to a Proactive Scheduling Process When urgent appointments come up, clients cancel at the last minute, workers are suddenly unavailable, or demand for your service increases dramatically, mobile workforces have to react and adapt. The company’s reaction to that situation can have either a positive or negative effect on the brand, the employees, and customers. If you try to react using manual scheduling processes or outdated communication tools, it’s significantly harder than it needs to be. By using a tool that delivers the flexibility and visibility to proactively [schedule your mobile workforce](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), teams can adopt a proactive approach. Workers get real-time updates, so everyone always knows what’s happening next, even in the field. Employees have peace of mind that schedules are always accurate, and they can easily plan ahead of time or make changes without chaos. Managers can use detailed reporting to see scheduling trends, such as busy times of day or seasons, allowing you to ramp up your workforce or reassign workers to other jobs as necessary. ### Meet (and Exceed!) Customer Expectations Providing your customers with an excellent customer experience is no longer a “nice to have”—it’s a necessity. How well you meet or exceed your customers’ expectations is what can give you a [competitive advantage](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) in the market. Automated scheduling helps ensure that nothing falls through the cracks. It reduces potential human error, such as double-booking a mobile worker, scheduling a worker with the wrong skill set, or not allowing enough travel time so the worker arrives late. All of these situations can leave customers frustrated and often drives them to your competitors. When you use automated scheduling to find and match the right worker for the right job, customers are met by [qualified, prepared workers](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) who get the job done on the first try. ### Reduce Employee Turnover The last thing you want is a scheduling process that leads to rushed, late, or overbooked workers, or that causes employees to show up to a job that’s already been cancelled. It’s inefficient, unprofessional, and frustrating to the worker—which can have a serious impact on the business. Workers who are overworked, underutilized, or not using their unique skill sets often don’t stay with a company for long. That turnover is pricey; it can cost [30 - 100% or more](https://hrexecutive.com/6-ways-organizations-can-optimize-their-talent-acquisition-budget/) of the departing employee’s salary to find a replacement. Supporting your employees with automated scheduling helps reduce employee turnover and increase workers’ satisfaction. Satisfied, well-equipped, motivated mobile workers go above and beyond to provide an excellent customer experience and, making you a more attractive employer, a stronger brand, and a [more profitable business](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams/). ### Make Informed Scheduling Decisions When you have intelligent, automated scheduling software, you have the data at your fingertips to make savvy scheduling decisions. It’s not only about the day-to-day operations of getting the right worker to the right job. Making informed scheduling decisions also involves improving business outcomes, operational efficiency, and customer service. Informed scheduling decisions decrease operating costs, optimize [mobile workforce productivity](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/), reduce errors, boost customer service, and increase your bottom line. Savvy organizations often use [management by exception](https://www.cleverism.com/management-exception-guide/), in which only significant deviations from the norm are brought to managers’ attention. For example, if all appointments should take between 30 and 60 minutes, managers do not need to be notified if the appointment time stays within a 10-minute “tolerance” range on either side (i.e. 20-70 minutes). However, managers should be notified if an appointment takes significantly less time (i.e. 5-10 minutes) or significantly more time (i.e. 80+ minutes) than expected and budgeted for the task at hand. By introducing automation, companies can set the conditions of an “exception,” e.g. a certain deviation from the tolerance window for arrival time, a certain deviation from the expected cost of replacement parts, or a lack of available workers with expertise in a given area. This way, managers don’t have to respond to _every _exception—only the ones that truly require human decision-making. ## 4 Must-Have Features of Automated Scheduling Software Like many things, not all automated scheduling software [is created equal](https://www.skedulo.com/blog/is-your-scheduling-software-up-to-standard/). When looking for a platform that meets your needs, there are four must-have features for any organization with a mobile workforce. ### Intelligent Job Matching In order to provide quality customer service—and get the job done right the first time, every time—the right worker needs to be assigned to the right job. Intelligent job matching takes into account which worker has the right skillset, the location of the worker versus job, work availability, and more. Not only does [intelligent job matching](https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/) reduce errors that often occur with manual scheduling, but it helps reduce the cost of service, ensure that all resources are used to capacity, and increase customer satisfaction. Furthermore, it increases employee satisfaction, decreasing your employee turnover. ### Batch Optimization Batch optimization creates schedules for large data sets of work, taking into account job location, routing, worker skill requirements, and other factors for myriad jobs and deskless workers. Schedulers can avoid monotonous scheduling tasks and simply schedule the same optimization query to run at the same time daily, weekly, or monthly to create schedules in advance. You can even create optimization profiles for different business units. ### Real-Time Recommendations It’s virtually impossible to know the location of every worker, where they’re supposed to be next, who has what skills, and all of the other details that you need at your fingertips when an appointment needs to be booked now: Unless, of course, you have an automated scheduling tool. Powerful automated scheduling software makes it easy to optimize schedules and ensure efficiency and productivity. Simply input the time, location, skillset, and other inclusion/exclusion criteria, and the software hands you [real-time recommendations](https://www.skedulo.com/blog/skedulo-data-and-mastermind-recommendations/) for which mobile worker is the best fit for the job. ### Rule Specification Abilities With a mobile workforce, you need automated scheduling software that aligns with your business needs, as well as your customers and mobile workforce. It should have the flexibility to let you set parameters, such as job location, worker skillset, and so on, so schedules can be created automatically. The right software should be dynamic and calibrate results based on real-time business needs. That could mean optimizing the most cost-effective schedule based on available resources, or decreasing mobile workforce travel times. Automated scheduling software should have the rule specification capabilities to meet your needs, whatever they are. ## Reap the Rewards of Automated Scheduling Skedulo’s intelligent automated scheduling software for the mobile workforce offers a plethora of benefits to your customers, employees, and bottom line. It’s a mobile-first platform that delivers intelligent job matching, batch optimization, and many other scheduling features, as well as the analytics and visibility you need to give your deskless workers a leg up on the competition. **Learn more about how the right software can take your [scheduling to the next level](https://www.skedulo.com/resources/), or book a [demo](https://www.skedulo.com/book-a-demo/) today.** ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/" type: "blogPost" title: "How Digital Transformation is Changing the Healthcare Landscape" author: "Craig Panigiris" date: "2020-12-08" description: "Digital transformation has revolutionized how healthcare companies deliver products and services. Learn about the technologies that are changing the landscape." lastmod: "2021-03-23" --- # How Digital Transformation is Changing the Healthcare Landscape Published December 8, 2020 · Updated March 23, 2021 · By Craig Panigiris · 8 min read Digital transformation—and, more specifically, the technologies that drive it—is changing the way organizations in every industry deliver products and services. Because of security and compliance concerns, healthcare organizations were a bit slower to transform than their non-medical counterparts. But key innovations in secure, cloud-based technology have quelled those initial fears of going digital, and have [changed the healthcare landscape](https://www.skedulo.com/learn/future-healthcare/) for good. For modern healthcare organizations who implement the available tools and technologies, the results are clear: increased efficiency, improved client and [employee experience](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/), and deeper business insights. ## What is Digital Transformation in Healthcare? As healthcare organizations evaluate their ever-changing needs, goals, and resources, they must determine if their current tools and processes are adequate. [Digital transformation](https://www.skedulo.com/blog/digital-transformation-and-mobile-workforce/) in healthcare refers to the process of identifying a healthcare organization’s current and future needs, then implementing the proper technology solutions to meet those needs. While the overarching goal remains the same across the board, each healthcare organization is different, which means the application of ‘digital transformation’ varies from business to business. For example, digital transformation for a private healthcare organization may mean switching from paper records to [electronic health records (EHR)](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/). For a home healthcare company with a [deskless workforce](https://www.skedulo.com/learn/deskless-workers/), it may mean implementing the necessary tools to achieve [mobile maturity](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/). Regional factors in the healthcare industry also affect the speed and trajectory of digital transformation. When healthcare reform in Australia introduced a fee-for-service model for the first time, it spurred a huge investment in technology that can securely collect invoicing details, services performed, and job data for healthcare organizations. Across the world, when the U.S. changed how Medicare would reimburse certified home health agencies, healthcare organizations felt the pressure to speed up intake, referrals, and billing to meet the new deadlines, which required better technology solutions for managing mobile health workers. **Get a customized demo** ## The Technologies That are Transforming Healthcare At the heart of digital transformation in healthcare are the technologies that drive new, better ways of providing service to clients. While these tools are constantly changing to keep up with the growing demand for [excellent customer service](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) and the [shift to deskless work](https://www.skedulo.com/events/the-next-frontier-of-digital-transformation-deskless-productivity/), there are certainly some game-changing technologies that are here to stay. ### Mobile & on-demand technologies As the [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) changes the industry’s landscape, organizations are increasingly aware of not only _what _they need to offer their clients, but also _how _it must be offered. Expectations for easy scheduling, personalized interactions, and seamless access to key information are growing, and thus, so are the technologies that enable them. Mobile tools that allow clients to **instantly [schedule appointments](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/)**, **communicate with providers**, and **access essential health data** have become a necessity for healthcare organizations with a mobile workforce. Modern providers know they must treat clients as active consumers of their products and services, and therefore focus on providing mobile tools that make the client experience (and mobile healthcare worker experience) better than competitors. Another factor driving instant technologies is the increase in demand for [home healthcare](https://www.skedulo.com/blog/the-future-of-home-healthcare/) and the need for in-home care providers (and, of course, the tools that empower them). Healthcare organizations who offer these types of home-based services are realizing [the benefits of implementing technology](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) to automate mobile workers’ schedules, match the right provider with the right patient, optimize routes, and enable better communication in the field. ### Wearable devices Offering proactive healthcare to patients is key to exceptional service going forward. In the past, this proved difficult, as clients had to visit a clinic, office, or other healthcare location to receive care, a mostly reactive process. As providers emphasize preventative care and earlier treatment interventions, healthcare technology has grown and evolved to support better early-stage diagnosis and treatment. Better tools for proactive care, plus a greater emphasis on preventative care from providers, result in better patient outcomes. Today, competitive healthcare organizations are investing in wearable technologies that allow them to monitor and collect patient data and provide proper care accordingly. Some popular [wearable devices](https://www.businessinsider.com/wearable-technology-healthcare-medical-devices) include: - Electrocardiogram (ECG) Monitors - Blood Pressure Monitors - Biosensors - Fitness Trackers - Oximeters By implementing these types of [remote patient monitoring (RPM)](https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/) tools, companies can provide better, more personalized care and eliminate unnecessary visits. Providers can streamline and optimize services, as their valuable visit time won’t be spent collecting vitals or other basic information already tracked on the device. The result is a better patient-provider relationship, as clients don’t spend money on avoidable visits and can gain more value from the visits they _do _need. Take into account, for example, a client who wears an ECG monitor daily. Instead of needing regular visits to the doctor to ensure healthy heart activity, the device can monitor and record vitals automatically. If there are any abnormalities, the device can alert the client’s home healthcare provider, who can then offer care in the comfort of the client’s own home. ### Software to collect and analyze data When digital transformation initiatives first took hold of the healthcare industry, the primary concern was—you guessed it—digital compliance. But as technology has improved, so have the ways in which companies are able to leverage software to [continuously secure data](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/). Increased security and confidence in digital compliance has birthed a new healthcare data trend: improving overall client and business outcomes through accurate, actionable insights. Leading healthcare organizations recognize the importance of capturing key data over time and analyzing that data against both [client and business KPIs](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/). Traditionally, collecting essential healthcare data has been a challenging feat. But the right tools offer the [interoperability](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/), transparency, and security required to ensure the best client care possible (while also keeping your bottom line in mind). These tools enable deskless workers to capture patient information, contactless signatures, and other key details in the field and store them in one centralized, secure location. That means other caregivers have seamless access to data and can ensure clients receive the care they need. The overall business benefits, too. Using secure software to collect and analyze your organization’s data allows you to connect disparate data points, generate actionable reports, and use that information to make good decisions. For example, if your data is reflecting a negative trend in your mobile workers’ schedule adherence, it means your providers aren’t consistently serving their patients within the set tolerance period. This inability to meet customer expectations can be identified and corrected with accurate, data-driven appointment or arrival times to [boost customer satisfaction](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). ### Artificial intelligence (AI) Some of the more recent innovations impacting digital transformation in healthcare are AI-powered technologies. Healthcare organizations are already investing in these types technologies for a variety of purposes, including: - **Chatbots **to instantly answer medical questions, book appointments, and even provide therapy programs - **Risk calculators **that identify potential health risks, such as heart disease or diabetes, in individuals - **Administrative software **to take on time-consuming, mundane tasks like scheduling recurring appointments, so healthcare providers can focus on patient care - **Diagnostic tools **that can ‘listen’ to clients and diagnose health issues, such as asthma - **Advanced programs, **which can inspect large amounts of data and identify trends or patterns in illness and disease As technology improves and becomes more readily available, artificial intelligence will likely become even more pervasive in healthcare. Organizations will continue to benefit from the increased [operational efficiency](https://www.skedulo.com/blog/operations-management-in-healthcare/), data-driven insights, and streamlined care that AI-powered tools offer. ## The Current and Lasting Effects of COVID-19 The need for strong tools that offer streamlined communication, remote patient monitoring, and better access to care has been made even clearer throughout [the COVID-19 pandemic](https://www.skedulo.com/blog/healthcare-trends-during-covid-19/). Healthcare organizations that were still utilizing manual processes prior to the pandemic have been forced to undergo digital transformation not only to remain competitive long-term, but also to adequately serve their clients short-term. They must adapt to provide care for those with barriers to access, such as those who live remotely, have lack of transport, or are living with illnesses that put them at an increased risk of infection through physical contact. Healthcare providers also need to adapt to their employees’ unique needs during this time. For example, if home healthcare workers are no longer able to gather together in the office for a morning meeting or go back periodically to record notes and check patient information, they need digital tools to stay connected to their coworkers and securely access client data in the field. If a healthcare provider is concerned about COVID exposure in a certain location, they need a quick way to do an on-the-spot risk assessment or report an incident. As the Coronavirus continues to affect daily operations, healthcare providers (particularly those with a mobile or [frontline workforce](https://www.skedulo.com/blog/how-mobile-workforce-management-can-support-frontline-workers/)) must examine current processes to prepare for current and future client interactions. The ability to provide in-home care, telemedicine visits, and contactless care has evolved from a luxury to a necessity. At the crux of these services will be strong software solutions that empower healthcare providers through: - Streamlined communication and collaboration - Sound security and compliance - Intelligent client-to-provider matching (based on skills, certifications, locations, and more) - Real-time scheduling - Seamless access to key information (e.g. appointment details, client preferences, and resources) - Data collection and analysis - Integration with existing systems [Regulatory flexibility](https://ehrintelligence.com/features/covid-19-accelerating-interoperability-data-exchange-analytics) has emerged, thus opening the door for the data sharing and interoperability that wasn’t previously possible. Essential to this is software that offers centralized management for better visibility and evaluation of healthcare operations. This is especially critical for healthcare providers who implemented technology in an effort to speed up transformation, as those technologies can create data silos and workflow bottlenecks if they don’t work together. An organization, for example, that captures field data (like time to schedule, customer satisfaction, or number of jobs completed) from disparate sources and doesn’t have the proper tools to connect that data is at risk for missing key business trends and, ultimately, delivering a negative patient experience. ## Software to Transform the Way Healthcare is Delivered Digital transformation in the healthcare industry is not just a trend, but rather the future of how organizations will adapt to deliver the best care possible. Its staying power is evident, and healthcare organizations looking to remain competitive and provide an exceptional customer experience must implement key technologies to survive. [Skedulo’s Healthcare and Home Health Scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) offers tools for increased communication, intelligent patient-to-provider matching, real-time scheduling, and more—all designed to help you tackle the digital transformation process. Learn more about [how to choose the right technology](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) for your healthcare organization, or [book a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/" type: "blogPost" title: "Dispatch Schedule Software: 5 Ways to Drive Productivity and Profitability" author: "Craig Panigiris" date: "2022-02-25" description: "Dispatching and scheduling are crucial for an efficient, productive, and profitable field service operation. Learn how the right software makes it easy." lastmod: "2022-02-25" --- # Dispatch Schedule Software: 5 Ways to Drive Productivity and Profitability Published February 25, 2022 · By Craig Panigiris · 7 min read For organizations with a deskless workforce, an efficient scheduling and dispatching process is crucial for delivering an exceptional customer (and employee) experience. The business’s success relies, in large part, upon dispatchers and staff schedulers, who must balance customer demand with worker availability; along with numerous other factors. In order to do so properly, they need access to various ever-changing details, like each field worker’s availability, qualifications, and current location; ideal travel routes; customer needs and preferences; employee job history; up-to-date worker schedules; and real-time job progress. They must then use that information to effectively prioritize each job, route deskless workers, provide updated communications (to employees and clients alike), and ensure each mobile employee has the tools they need to get the job done. Done manually, dispatchers and staff schedulers may struggle to make schedules that effectively respond to constantly shifting variables. To mitigate these challenges and boost performance, productivity, and profitability, organizations need robust dispatch and schedule software. With the right tool, dispatchers and schedulers can optimize their processes and [gain a competitive edge](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). ## Common Dispatch Challenges Many companies still struggle to implement an effective scheduling and dispatching process, as outdated tools and limited visibility hinder their success. In fact, [52% of field service organizations](https://financesonline.com/field-service-management-software-statistics/) continue to use manual methods for managing their mobile workforce operations, including the scheduling and dispatching of employees. Without some foundational best practices and powerful tools for support, though, these businesses lack the real-time knowledge that’s required for an efficient scheduling and dispatching process. Limited access to this relevant data creates workflow bottlenecks, increases the chance for error, and prevents consistent, clear communication. These issues ultimately accumulate to hinder workers’ efficiency and productivity and—in turn—the organization’s profitability. Dispatchers deal with a litany of unique obstacles during any given day. Their success (and the company’s bottom line) depends on the flawless orchestration of myriad tasks, but they’re often impeded by: ### High service costs In their efforts to deliver high quality service, companies amaass significant costs; for labor, travel, inventory, and more. It’s an operational balancing act that, [if left unoptimized](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/), can negatively impact profitability as the organization grows. Without the proper dispatching tools to support the process, deskless workers spend more time on the road (and less time serving customers), are improperly matched for jobs (resulting in repeat visits), and don’t have the right equipment to finish the job the first time. These issues diminish worker productivity and make it difficult to provide excellent customer service in a cost-effective manner. ### Problems in resource matching Without the right technology for understanding customer demand versus worker availability, skill sets, and current locations, dispatchers struggle to properly match the right resource to the right job. In periods of decreased demand, this can mean higher turnover rates, as employees aren’t consistently utilized or fulfilled. On the other hand, busy periods become problematic if dispatchers don’t have enough field workers (or field workers with the right qualifications) to assign to the increasing number of jobs. And because it’s difficult to retain staff if they’re either over- or under-utilized, the inability to efficiently dispatch them becomes an expensive, frustrating task. ### Limited visibility There are many factors at play in any [field service management](https://www.skedulo.com/learn/field-service-overview/) operation. Customer expectations, overhead costs, and scheduling, performance, and overall processes can positively or negatively affect business outcomes. Without sophisticated tools that offer full visibility into all of these details, dispatchers can’t make informed, meaningful improvements to the scheduling and dispatching process. Traditional industry benchmarks (e.g. windshield time and worker utilization) are [no longer enough to remain competitive](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/). Simply put, limited [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) makes it difficult—if not impossible—for organizations to evaluate and improve the effectiveness of their scheduling and dispatching process. Productivity and efficiency suffer, and the business is left wondering what they need to fix to maintain profitability. ### Communication issues All too often, field service organizations implement a variety of disparate tools in an effort to empower their deskless workers. But in reality, disconnected tools cause issues in communication, productivity, and efficiency, as they require mobile employees to toggle between multiple apps to send and receive updates or access key information. If dispatchers and field workers don’t have seamless, centralized access to a single communication tool, they’re more likely to miss essential job or customer details, incorrectly [schedule appointments](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/), arrive late, and waste time searching for critical resources. Customer service suffers, too, if dispatchers and deskless workers don’t have tools to easily access necessary job details in the field or send up-to-date arrival times. ## How Modern Technology Solutions Enable Organizational Success By empowering dispatchers with the right technology, field service organizations can overcome the challenges associated with an inadequate dispatching and scheduling process to [boost worker productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/), operational efficiency, and their bottom line. By implementing advanced dispatch and scheduling software, businesses gain a variety of benefits, including: ### 1. Intelligent, Efficient Scheduling Modern solutions [automate the scheduling process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) by synthesizing relevant factors (e.g. job scope, timing, worker availability and skills, etc.) to assign the right person to the right job, every time. Dispatchers no longer need to rely on traditional tools—like spreadsheets—with stagnant, outdated information to schedule each appointment. Instead, they can rapidly and efficiently create accurate schedules that maximize deskless workers’ time. Customers are met with fully prepared, qualified workers who are ready to complete the job correctly the first time around. And because the time-consuming, manual burden of scheduling is lifted, employees are freed up to spend their time on revenue-generating activities, like serving more customers. ### 2. Route Planning and Optimization There are many elements that dispatchers must consider when routing field workers from one job to the next, and those elements can change at the drop of a hat. Traffic delays, road closures, weather, unanticipated [detention time](https://www.fmcsa.dot.gov/research-and-analysis/research/effects-detention-times-commercial-motor-vehicle-driver-fatigue) for fleet vehicles, and constraints for accessing certain job sites can lead to mishaps that ultimately affect customer perception and satisfaction. But with the right software, dispatchers can quickly and seamlessly identify optimal routes based on each potential consideration. Plus, deskless workers can access those routes on their mobile devices, so they no longer have to switch between routing tools to receive updated directions. That means more time for dispatchers to focus on high-value tasks (like processing and scheduling more calls) and for mobile workers to focus on the road. And when deskless workers always have the most efficient route to each assignment, they spend less time on the road and more time doing what they do best: delivering excellent service to more customers. ### 3. Resource matching Prioritizing jobs and [assigning them to the right workers](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) is a crucial part of any dispatcher’s workload. To execute this efficiently, they need up-to-date details around deskless workers’ availability, skill sets, and locations, as well as optimal travel routes and relevant job information. For example, matching a mobile worker with an [applied behavior analysis (ABA) therapy](https://www.skedulo.com/blog/how-mobile-workforce-management-can-enable-aba-therapy/) appointment requires a tool that can handle a great deal of complexity. If the client is a child, speaks another language, or has other preferences, they need a behavioral therapist whose skills and experience match those requirements. Intelligent dispatch and scheduling software takes the guesswork out of the equation by taking into account each of these details. Dispatchers can more easily maximize resource utilization to avoid issues in over- or under-worked deskless employees, premature burnout, and high turnover rates. The result is a workforce that can consistently meet customer demand and expectations, which means greater employee satisfaction and retention and higher profitability. ### 4. Integrated, mobile-first technology Modern dispatch scheduling software offers a mobile-first approach for users, with tools that [integrate with mobile devices](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) to offer real-time communication between the back-office and deskless employees, streamline operations, and increase worker efficiency. They support the unique needs of dispatchers and field workers alike with a centralized app that goes beyond chat and simple routing to provide employees with everything they need to deliver exceptional customer service. Plus, they offer a well-designed mobile interface to meet the demands of today’s app-conscious workforce; so businesses that deploy these tools can rest assured their employees will actually use them. Dispatchers can create and adjust schedules on the fly, match the right employee to the right job, and share updates with deskless workers, regardless of where they are. Mobile workers can collect data in the field and automatically sync information back to a central system for deeper insights—which can then be used to further improve both the dispatching and scheduling process and the company’s bottom line. ### 5. Real-time Communication Dispatchers and mobile workers must keep track of vital customer details, new or canceled appointments, essential resources, and broader company news; all of which is made easier by leveraging the proper tools. Robust software centralizes all communication in a single place, so dispatchers and deskless workers can always send, receive, and access updates, even from their mobile devices. For example, if a customer cancels an appointment, the dispatcher can immediately share this update with the relevant field worker, who can then avoid wasting the time it would take to show up for a nonexistent job. Workers are always in the know and can operate productively and knowledgeably, ensuring an excellent customer experience every time. ## Boost Efficiency and Revenue with Intelligent Dispatching and Scheduling Software Competitive organizations need powerful tools that optimize the dispatching and scheduling process. To build or maintain a cost-effective, productive, efficient, and profitable field service operation, they must leave outdated, manual methods in the past and empower dispatchers and deskless workers. Getting it right requires a solution that [improves workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/), automates scheduling, and matches the right worker to the right job. [Skedulo’s deskless productivity cloud ](https://www.skedulo.com/platform/) eliminates the challenges associated with dispatching a deskless workforce; with tools that simplify the complex scheduling process, optimize routes, ensure proper resource matching, streamline communication, and more. Learn more about how the right tools can help you improve your scheduling and dispatching process to [master the field service evolution](https://www.skedulo.com/resources/how-to-master-field-service-evolution/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [Field Sales Software Buyer’s Guide](https://www.skedulo.com/blog/field-sales-software-buyers-guide/) — November 27, 2023. Choosing the right software for your field sales team is a major decision. It needs to be a platform that sales reps will actually use—and it needs to work well for managers, schedulers, and IT teams, too. Read on to learn more about the buying process for field sales software. Table of contents:… --- --- url: "https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/" type: "blogPost" title: "How an Effective Employee Scheduling System Boosts Workforce Quality" author: "Aya Fawzy" date: "2018-04-02" description: "Scheduling is about more than utilization. See how effective scheduling can help you better understand (and address) your workforce's strengths and weaknesses." lastmod: "2020-05-20" --- # How an Effective Employee Scheduling System Boosts Workforce Quality Published April 2, 2018 · Updated May 20, 2020 · By Aya Fawzy · 3 min read Effective employee scheduling is important for any workplace, but when your workforce is mostly mobile, it’s absolutely crucial. Thoughtful scheduling makes employees happy, boosts productivity, reduces rework, and [boosts the bottom line](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/). But many managers don’t realize that effective scheduling can also improve the _quality_ of your workforce and your service. ## Discovering Strengths and Experience Within a Mobile Workforce When new automated tools are introduced in a workplace, it makes a big difference for managers. It means offloading lots of manual, inefficient work—but it also means offloading control. For example, in a [recent study by Harvard Business Review](https://hbr.org/2017/12/how-the-gap-used-an-app-to-give-workers-more-control-over-their-schedules), they tested a new, more flexible scheduling system with the use of a shift swapping app. After the experiment, which was conducted in Gap clothing stores, 95% of part-time associates surveyed said the system made it easy to adjust their work schedules to fit their needs. But the experiment had one unexpected consequence for managers: underperforming employees were showing up for critical shifts, throwing off the delicate scheduling balance. For intelligent scheduling to work in a retail environment, all employees must be able to perform at a similar level—and an intelligent scheduling system will make it clear if they can’t. But for a company with [a mobile workforce](https://www.skedulo.com/learn/mwm-overview/), the issue is _even more_ complex: managers need workers with unique skills, experiences, and qualifications to cover a wide range of customer needs. Depending on the industry and the service in question, managers may want to optimize the workforce for different things. For example, a manager can investigate staffing levels for employees with: - Special skills relevant to your service - A special industry certification or license - Fluency in customers’ preferred languages - Unique experience related to your service - Special scheduling considerations or unique availability When the workforce is [well-optimized](https://www.techopedia.com/definition/14055/workforce-optimization-wfo), managers know they have enough people with the right skills in the mix to service demand on any given day. This is when intelligent scheduling can have a true impact. ## How Intelligent Scheduling Helps You Embrace Employees’ Strengths An effective scheduling system [is a valuable investment](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) in and of itself, but it can also have a huge effect on employee morale. Employees who use their strengths every day at work significantly outperform employees who don’t; employees who feel they are being used to their full potential are six times more likely to be engaged at work at 15% less likely to quit. When employees can use their strengths in their everyday role, the whole company benefits: - Employees work harder because work activities are more intrinsically rewarding. - Happier employees have better interactions with customers. - Managers spend more time on valuable management activities. - Better employee satisfaction reduces turnover and costs associated with recruiting and training new employees. With an intelligent scheduling system, companies can track how they are utilizing employees and make sure their work is well-matched to their strengths. With sophisticated employee scheduling software, you don’t have to choose **quantitative data** (customer and employee availability, travel time) over **qualitative data **(language preferences, experience with complex assignments, unique qualifications, and more)—you can use both to find the perfect employee for the job. For example, take the manager of an HVAC company. He has dozens of employees out in the field performing installation and repair services, and more requests come in every minute. Over the course of the day, two customers call in with emergency requests: one for a large, complex AC repair at a local factory, and one for a ventilation repair in a Spanish-speaking home. - **Without an intelligent scheduling system, the manager manually calls around to see which AC repairmen have experience with large, complex systems and which ventilation technicians speak fluent Spanish. After an hour of searching, he has people to assign to each job. He moves around an afternoon’s worth of appointments to redirect these two technicians to the new job, and he has to send an updated schedule to everyone in the field.** - With an intelligent scheduling system, the manager logs into the system and searches for Spanish-speaking ventilation technicians and AC technicians with experience on complex jobs. He finds the right employees for both jobs in a matter of minutes and pushes the new schedule to everyone using the [scheduling app](https://www.skedulo.com/product/mobile/). The difference is clear: an effective scheduling system makes a huge difference in time to schedule, as well as employee utilization. With a sophisticated employee scheduling system, companies can help employees play to their strengths—and delight customers along the way. _Download our [mobile workforce management evaluation guide](https://www.skedulo.com/blog/workforce-management-tool-evaluation-checklist/) to start looking for the right scheduling solution!_ ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/" type: "blogPost" title: "How Employee Scheduling Drives Revenue Growth" author: "Ed Backhouse" date: "2026-04-08" description: "Discover how employee scheduling software helps companies with mobile workforces drive revenue thru improved productivity & customer service." lastmod: "2026-04-22" --- # How Employee Scheduling Drives Revenue Growth Published April 8, 2026 · Updated April 22, 2026 · By Ed Backhouse · 5 min read For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions annually. Dive deeper into how employee scheduling drives revenue growth in three areas: enabling your workforce to **do more with the same resources**, delivering **customer experiences that generate loyalty** and referrals, and building the **engaged, brand-representing workforce** that commands premium pricing and repeat business. ## **Scheduling efficiency: doing more with the same resources** At its core, **scheduling efficiency means generating more revenue from the same resource base** or** generating the same revenue at a lower cost**. For companies with large mobile workforces, [scheduling decisions directly affect the top line](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/). Every additional job completed, every hour of travel time eliminated, and every first-time fix represents revenue captured rather than revenue lost. Scheduling efficiency drives productivity, which pays off: [McKinsey research](https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/2024-and-beyond-will-it-be-economic-stagnation-or-the-advent-of-productivity-driven-abundance) found that companies in the 75th percentile of productivity deliver 95% more revenue per employee than those at the median—and companies in the 90th percentile deliver 300% more. When companies deploy their people effectively through [smart scheduling and route optimization](https://www.skedulo.com/blog/routing-scheduling-software/), the benefits compound rapidly. For a workforce of 500, completing one additional job per day with an average revenue of $200 per visit adds up to a $26M increase in annual revenue without adding headcount. For larger workforces, more profitable services, and even greater productivity gains, the revenue impact is even more significant: | 500 | $200 | 5 | $26M | | --- | --- | --- | --- | | 750 | $225 | 6 | $53M | | 1000 | $300 | 7 | $109M | | 1500 | $350 | 8 | $218M | Beyond job volume, [workforce utilization metrics](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) tell the real story of scheduling efficiency. The optimal utilization rate depends on the industry and the type of service being performed; fields such as home healthcare, with significant paperwork and compliance requirements, will naturally have lower utilization rates. But across all types of mobile work, companies can empower their workers to spend more time on revenue-generating activities and less time on driving, waiting, and searching for information. ### How employee scheduling software drives productivity Advanced [employee scheduling software](https://www.skedulo.com/blog/5-secrets-of-mobile-workforce-scheduling/) directly impacts the productivity metrics that drive revenue. Intelligent scheduling systems optimize routes to minimize travel time, match jobs to workers with the right skills and equipment, and automatically rebalance schedules when disruptions occur. - **Route optimization** reduces windshield time, enabling more appointments per day and lowering fuel and vehicle costs. - **Skills-based matching** ensures the right technician arrives the first time, reducing repeat visits that cost time and erode margins. - **Real-time schedule updates** eliminate gaps between appointments, capturing revenue that would otherwise be lost to downtime. - **Automated scheduling** frees dispatchers to handle exceptions rather than routine assignments, enabling each scheduler to [manage larger workforces more effectively](https://www.skedulo.com/blog/field-service-perspectives-what-were-hearing-and-where-were-going/). ## **Field service scheduling and customer experience** Customer experience is the primary battleground for competitive advantage. And for companies that deploy mobile workers, every appointment, service call, and home visit shapes how customers perceive your brand. Field service scheduling is the operational foundation that determines whether those experiences delight or disappoint. Consider [what drives customer retention](https://www.skedulo.com/blog/improve-customer-retention-in-field-service/) in mobile service interactions: the technician **arrives on time**, **fully prepared** with the right tools and information. They **complete the work efficiently**, **answer questions knowledgeably**, and **leave the customer confident the job was done right**. This experience doesn't happen by accident; it requires scheduling systems that set realistic appointment windows, match jobs to qualified workers, and provide field teams with complete customer and job information. Customer satisfaction and engagement have a huge impact on revenue. [Gallup research on customer engagement](https://news.gallup.com/businessjournal/172637/why-customer-engagement-matters.aspx) found that highly engaged customers represent a 23% premium in profitability and revenue compared to average customers, while disengaged customers represent a 13% discount. This 36-point difference in customer value depends on the experiences frontline workers deliver in the field. Every missed appointment, unprepared technician, or extended wait erodes customer lifetime value and increases churn. ### How scheduling software supports exceptional customer experiences The foundation of a great [customer experience in field service](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) is keeping promises. Employee scheduling software that accounts for travel time, job complexity, and worker expertise helps companies set realistic appointment windows—and keep them. Automated notifications keep customers informed, reducing uncertainty and building trust. - **First-time resolution rates improve** when scheduling [matches the right worker with the right skills](https://www.skedulo.com/resources/managing-complex-field-service-work/) and equipment to each job, eliminating return visits that frustrate customers. - **Customer preferences can be honored** when scheduling systems prioritize factors like preferred technicians, appointment times, and communication methods. - **Workers arrive prepared** when mobile apps integrated with scheduling provide complete customer history, equipment details, and prior service notes. **Real-time updates keep customers informed** when schedules change, [reducing customer effort](https://www.skedulo.com/blog/customer-effort-score-ces-and-how-to-use-it/) and building confidence in your service. ## **Field service scheduling and the employee experience** For customers, your frontline workers are your company. The technician in the yard, the healthcare worker in the home, the installer on the roof—they embody your brand in face-to-face interactions. And employee scheduling directly shapes whether they show up [engaged and prepared](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), or frustrated and checked out. Employee engagement—driven in part by schedule predictability, reasonable workloads, and a sense of being equipped to succeed—is directly linked to revenue. [Gallup research shows](https://www.gallup.com/workplace/236366/right-culture-not-employee-satisfaction.aspx) that highly engaged business units achieve 23% higher profitability, 18% higher sales productivity, and 10% higher customer loyalty. When workers have predictable schedules, reasonable workloads, and the information they need to succeed, that positive experience translates directly into better customer interactions and stronger revenue performance. Poor scheduling does the opposite. Unpredictable hours, unrealistic workloads, and constant schedule changes drive burnout and turnover. [McKinsey estimates](https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/2024-and-beyond-will-it-be-economic-stagnation-or-the-advent-of-productivity-driven-abundance) that disengagement and attrition can cost a median S&P 500 company $228-355M annually in lost productivity. For frontline workforces already facing labor shortages, the cost of replacing a single worker—[$4,700+ on average](https://www.shrm.org/topics-tools/news/talent-acquisition/real-costs-recruitment), not including lost productivity—makes retention a direct financial priority. Employee scheduling also shapes recruiting. Your current employees are powerful recruiting channels: [a positive employee experience](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) attracts quality candidates, while poor scheduling and unreasonable workloads send them to competitors. ### How scheduling software supports engaged, brand-building workers Employee scheduling software directly impacts how workers experience their jobs—and whether they feel set up for success or for failure. [Mobile workers want technology](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/) that helps prepare them for the work ahead: - **Predictable schedules and reasonable workloads** reduce burnout and improve work-life balance, [a top driver of retention in frontline roles.](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/) - **Skills-matched assignments** give workers the right jobs and the confidence they need to succeed, rather than frustrating them with mismatched expectations. - **Mobile-first schedule access** [keeps workers connected and informed](https://www.skedulo.com/blog/belonging-at-work-for-mobile-workers/), reducing the isolation that contributes to disengagement in mobile roles. **Real-time schedule updates** demonstrate respect for workers' time, an essential part of a positive employee experience that drives engagement and retention. ## **Scheduling as a revenue multiplier** [Employee scheduling creates operating leverage](https://www.skedulo.com/blog/benefits-workforce-scheduling-business-goals/): as scheduling efficiency improves, each dollar of revenue costs less to generate. A workforce that completes more jobs per day, retains customers longer, and experiences lower turnover does more than add to revenue—it amplifies revenue. A company that improves scheduling efficiency, customer satisfaction, and worker retention simultaneously sees multiplicative gains. Revenue grows while the cost base grows more slowly, expanding margins and creating a competitive advantage that's difficult for rivals to replicate. - If scheduling automation [allows each dispatcher to effectively manage](https://www.skedulo.com/blog/dispatch-operations-management/) 50 workers instead of 25, administrative costs per worker drop by half. - If route optimization reduces average drive time by 20%, vehicle and fuel costs decline while job capacity increases. - If better scheduling improves customer retention by 10%, marketing spend to acquire replacement customers decreases, and customer lifetime value increases. These aren't hypothetical gains. Skedulo customers report a [48% reduction in time required to schedule workers](https://www.skedulo.com/customers/), a 20% increase in resource utilization, and 27% more jobs completed. Solace Pediatric Home Healthcare achieved an [84% reduction in patient no-shows](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) in a single quarter, recapturing revenue that would otherwise be lost to missed appointments. ### How scheduling software delivers compounding revenue benefits Employee scheduling sits at the intersection of the factors that drive mobile workforce revenue: productivity, customer experience, and worker engagement. [The right frontline workforce technology ](https://www.skedulo.com/blog/digital-transformation-field-service/)creates leverage across all these areas simultaneously: - **Automation reduces overhead**: [AI-assisted scheduling handles routine decisions](https://www.skedulo.com/blog/unleashing-the-power-of-ai/), freeing schedulers to focus on exceptions and allowing them to manage larger workforces effectively. - **Integrated systems eliminate friction**: Connections to Human Resources (HR), Customer Relationship Management (CRM), [Electronic Health Records (EHR)](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), and [Enterprise Resource Planning (ERP) systems](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) ensure scheduling decisions reflect real-time data about workers, customers, and business priorities. - **Data drives continuous improvement**: Visibility into utilization, travel time, first-time fix rates, and customer satisfaction enables leaders to identify and address scheduling bottlenecks. - **Scalability supports growth**: A scheduling platform that grows with your workforce—whether you're managing 100 workers or 10,000—ensures [efficiency](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) gains persist as the organization expands. ## **The bottom line** Every scheduling decision affects productivity, customer experience, and workforce engagement. To drive revenue growth, deploy employee scheduling software that optimizes for business outcomes, not just filled time slots. The result is more jobs completed, better customer experiences, higher worker engagement, and operating leverage that compounds over time. Skedulo is smart scheduling for the mobile workforce. Automate routine scheduling decisions, get AI-assisted decision support, and communicate schedules to all workers in a mobile-first interface. Skedulo integrates with HR, CRM, and ERP systems to pull relevant data for real-time scheduling decisions—ensuring your workforce is deployed for maximum productivity, customer satisfaction, and revenue. Skedulo customers achieve an average ROI of 9x, along with measurable gains in scheduling efficiency, productivity, and customer satisfaction. [Request a demo](https://www.skedulo.com/book-a-demo/) to see how Skedulo's employee scheduling software can help your mobile workforce drive revenue growth. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue-old/" type: "blogPost" title: "How Employee Scheduling Affects Revenue" author: "Nathan Schubert" date: "2024-11-14" description: "Scheduling and revenue are connected in many ways: productivity, workforce retention, efficiency, customer satisfaction, job matching, and more." lastmod: "2026-04-09" --- # How Employee Scheduling Affects Revenue Published November 14, 2024 · Updated April 9, 2026 · By Nathan Schubert · 8 min read When it comes to revenue strategy, employee scheduling matters more than you might think. Scheduling helps control operational costs, improve the employee experience, increase resource utilization, and improve customer interactions. With the right scheduling strategy—and some technology to support the team—companies can use scheduling to unlock revenue opportunities in several areas: 01. Operational expenses 02. Customer service 03. Workforce hiring, retention, and satisfaction 04. Calculate the ROI of efficient scheduling 05. Make scheduling a competitive advantage ## 01. Operational expenses The cost of doing business—e.g. labor, equipment, fuel, and facilities expenses—is key to the revenue equation. Across regions and industries, C-suite executives named **cost management** as [their top priority for 2024](https://www.bcg.com/publications/2024/what-leaders-are-saying-about-costs-and-growth). Staff scheduling and expenses are closely linked. To control costs, workers need to maximize time spent on revenue-driving and minimize time spent on redundant or administrative tasks. Here are four ways that scheduling relates to operational costs: ##### Travel costs Scheduling goes hand in hand with [optimizing travel routes](https://www.skedulo.com/blog/routing-scheduling-software/). The ideal schedule is a logical sequence of appointments without unnecessary travel, maximizing the time available for work and minimizing the time spent on the road between jobs. This results in lower fuel costs, more jobs completed per day, more accurate appointment times, and more satisfied customers. Minimizing travel time is especially important in fields [like utilities maintenance](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/) that depend on traveling to customers’ locations. ##### Administrative work Workforce scheduling software can [streamline and automate](https://www.skedulo.com/blog/challenges-mobile-workforce/) common scheduling tasks, requiring less time from administrative staff. Schedulers, dispatchers, and managers can automatically assign straightforward jobs based on predefined criteria. When a complex job arises, they can quickly narrow down a large list of workers to a small subset of qualified workers within a certain travel range who are available at the right time. This scheduling efficiency frees up staff time to handle unique requests and [grow the business in other ways](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/). ##### Invoice accuracy Manual, inefficient scheduling can drag down other areas of the business. When the scheduling process is handled via spreadsheets or a whiteboard, the invoicing process—just a step later—becomes harder to manage. With a smart scheduling system, companies can automatically generate and send invoices after the appointment based on the work performed. (In some cases, field workers can collect signatures and payment during the appointment itself.) This scheduling, billing, and CRM integration makes invoicing more accurate and more timely—a huge step for [operational efficiency](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/). ##### Staff utilization rate More efficient scheduling means workers can accomplish more per day. Billable hours divided by the employee’s total working hours (multiplied by 100) is the [workforce utilization rate](https://www.skedulo.com/blog/workforce-utilization-in-field-service/). Company leaders can work toward higher utilization rates through smart scheduling strategies, efficient travel routes, and user-friendly processes for common tasks—including handling schedule changes. **How does it relate to revenue?** - Better travel routes = lower fuel costs and less vehicle wear and tear - Efficient scheduling = higher utilization rates, more revenue-driving work - More accurate invoicing = more predictable revenue cycles, faster payments Spreadsheet scheduling and manual invoices introduce costly delays and errors. On the other hand, smart scheduling simplifies and speeds up daily work tasks. With the right technology, scheduling can be a powerful cost-cutting tool. ## 02. Customer service Customer service is essential to success. Customers’ expectations are high, and companies have to commit to being professional, communicative, prepared, and on-time for appointments. When the customer experience is excellent, it becomes a key differentiator—and customers are [willing to pay more](https://www.the-future-of-commerce.com/2024/01/04/customer-service-trends-2024/#jumplink2) for it. In the long run, highly satisfied customers become reliable clients and advocates for the business, which has an outsized impact on future revenue. Here are four ways scheduling can drive revenue via customer service: ##### Confident, well-equipped staff Your workers need the knowledge, equipment, context, and customer history necessary to do the job well. A scheduling system that integrates with the company’s CRM allows workers to review the appointment details and customer history beforehand and arrive better prepared for the task(s) at hand. Workers who have troubleshooting guides or lines of communication with experienced colleagues built into their interface will be especially prepared to deliver excellent service. ##### Best-fit workers Effective scheduling means you can direct employees to where they're most needed based on skills, certifications, and availability. For example, a home healthcare provider can send their most skilled workers to the most complex appointments, while sending newer employees to routine appointments. This kind of thoughtful scheduling allows for a learning curve and ongoing employee development, while still ensuring each client receives high-quality care. It helps match employees with jobs where they will excel and allows employees to shine within their own unique skill set. ##### On-time arrivals and appointments Smart scheduling allows companies to set realistic appointment times and get the job done on time. But this is not an easy task: it requires balancing many complicated inputs, including workers’ schedules, the service type(s) involved, qualifications required to do the job, seasonal demand trends, urgent or rescheduled jobs, and traffic patterns. A scheduling system helps choose and balance the right factors to create realistic schedules. When service times are reliable, customers know what to expect and when, an important part of the customer experience. ##### Reliable follow-ups Scheduling strategies supported by software help companies keep up with the entire customer lifecycle. Sequential, multistage, and follow-up appointments happen more consistently when schedulers have automated tools and reminders to book additional appointments. For example, an energy supplier can [schedule recurring maintenance](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/) well in advance to ensure there is time reserved for last-minute emergency requests, too. **How does it relate to revenue?** - On-time arrivals = better schedule adherence, more predictable revenue - Well-prepared staff = better customer service, higher satisfaction - More satisfied customers = greater customer loyalty, higher customer lifetime value Scheduling appointments and resources effectively is a huge part of customer service. Focusing on the customer experience helps create repeat business and drive up [customer lifetime value (CLV)](https://www.shopify.com/blog/what-is-customer-lifetime-value). ## 03. Workforce hiring, retention, and satisfaction A company’s scheduling practices have a significant effect on workers’ lives. The scheduling strategy affects which jobs they are assigned to, how they plan their time outside of work, and their feelings about the overall work environment. Efficient scheduling makes it easier to hire, retain, and engage highly skilled workers. Here are four ways scheduling makes a difference: ##### Improve employee engagement and satisfaction Efficient scheduling makes the best use of employees’ time, and job matching makes the most of their skills and qualifications. When staff members feel they can do their best work, they have a [greater sense of purpose](https://www.shrm.org/topics-tools/news/inclusion-equity-diversity/viewpoint-using-purpose-to-boost-engagement-among-women-deskless-workers) and fulfillment. Engaged employees have higher attendance, are more productive, and stay with their employers longer. ##### Encourage work-life balance Scheduling practices vary based on roles, even in the same industry—consider how the scheduling needs of hospital-based surgeons compare to a [home healthcare agency](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/). But within reason, workers want schedules that are relatively consistent, accessible, and shared in advance. This reinforces work-life balance, a major component of job satisfaction—[especially for frontline workers](https://www.glassdoor.com/research/satisfaction-drivers-remain-intact)**.** ##### Improve the employer brand More so than ever, workers evaluate potential employers when—or even before—they apply for a job. Skilled workers can use Glassdoor, [Great Place to Work](https://www.greatplacetowork.com/best-workplaces-international/world-s-best-workplaces/2023), and other platforms to help decide what role is right for them. A company with [an excellent reputation](https://www.capterra.com/resources/what-is-employer-branding-and-how-to-build-it/) is better-equipped to recruit top talent. ##### Avoid over-hiring and under-hiring Recruiting and hiring new workers [is expensive](https://www.investopedia.com/financial-edge/0711/the-cost-of-hiring-a-new-employee.aspx), especially in tight job markets and for highly skilled roles. At the same time, organizations that do not grow quickly enough will overload their current workforce, which drives away skilled workers and degrades the quality of service. Scheduling software generates useful data that informs these important hiring decisions: the demand for each type of service, the utilization rate for staff roles, and long-term trends in customer demand. Operations leaders can use these metrics to forecast demand and hire staff at the right time. They can also set clear expectations about the shift, job duties, skills, or experience most-needed from new hires. **How does it relate to revenue?** - More qualified hires = higher quality service and faster ROI - More efficient recruiting = more productive managers and HR team - Better employer brand = better name-recognition among potential employees, clients, and the general public - More engaged employees = better morale, productivity, and retention - More satisfied workers = better customer service and higher profits - Lower turnover = lower operational costs and more experienced workforce Efficient scheduling that takes advantage of employees' strengths can have a remarkable effect on the workforce: happier, healthier employees, fewer unexpected absences, reduced turnover, and better morale—all of which adds up to a healthier bottom line. ## 04. Calculate the ROI of efficient scheduling Revenue considerations are different for every company. Take some time to run the numbers for **clear expense categories** (e.g. fuel and equipment maintenance) and **lost productivity costs** (e.g. low utilization, errors, time cost of manual or ineffective processes). For starters, consider the tangible costs and hard numbers associated with scheduling: Next, consider the indirect costs and the less obvious metrics. For example, [a few automations](https://www.skedulo.com/blog/field-service-automation-advantages/) can save significant time for schedulers, managers, customer service reps, and administrative staff. What if staff can reschedule a job in 10 fewer minutes, and there are hundreds of rescheduled jobs per month? If automatic reminders increase appointment adherence by 10%, how much additional revenue could the company generate per month? If workers are matched to jobs that are a better fit for their skills, how much more satisfied will customers be? Costs may not be exact, especially the indirect costs and harder-to-quantify metrics, but making a solid estimate is worth a good effort. With this data, operational leaders can create performance benchmarks, identify areas of concern, and assess the impact of operational changes. ## 05. Make scheduling a competitive advantage Scheduling matters to employees, and what drives your employees also drives your business. Do it properly, and you'll provide your workers a great work-life balance, reap the benefits of stellar employee engagement, and rake in extra profits. Do it poorly, and you'll suffer the consequences of increased employee turnover, expensive recruitment, and inferior customer service. Skedulo is designed to improve scheduling and workforce management for mobile teams. Large mobile teams use Skedulo to set their own scheduling priorities, create custom views and workflows, and build unique user interfaces with the Skedulo framework and APIs. - Schedulers can create custom views and filters to make scheduling decisions that align with company goals. - Workers can view up-to-date schedules and ideal routes in real-time to avoid missed appointments. - Operations teams can integrate with other key systems to equip workers to deliver a great customer experience. See how mobile teams [increase revenue with Skedulo](https://www.skedulo.com/customers/) and what makes Skedulo a [Leader in G2](https://www.skedulo.com/customers/g2-leader/) ratings. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-employee-scheduling-can-impact-revenue/" type: "blogPost" title: "Can Employee Scheduling Really Impact Revenue?" author: "Trevor Morrison" date: "2018-06-18" description: "How much can scheduling really affect your profits? Learn how employee retention, recruiting, and satisfaction can ultimately impact the bottom line." lastmod: "2021-01-04" --- # Can Employee Scheduling Really Impact Revenue? Published June 18, 2018 · Updated January 4, 2021 · By Trevor Morrison · 1 min read Employee scheduling matters more than you think. It doesn’t _just_ affect the employee—it also affects your company’s bottom line. Consider this: The U.S. ranks 30th [of 38 countries](https://www.entrepreneur.com/article/309121) in work-life balance. Nearly 40% of American workers surveyed say that inflexible work hours and/or the ability to schedule time off has the most negative impact on work-life balance. In addition, employees who feel that their strengths are not being used on a daily basis are more likely to quit and less likely to report an excellent quality of life. Scheduling matters. But how can effective scheduling impact sales and profits? - **Employee productivity: **Staff schedulers who aren’t inundated with the time-consuming, frustrating tasks that accompany manual scheduling can instead focus on what really matters: effectively scheduling deskless workers so they can serve more clients. - **Employee retention: **Employees who feel they are being used to their full potential stick around longer, reducing turnover rates and recruitment costs. - **Employee satisfaction: **Higher employee satisfaction improves workforce morale and improves workplace culture. - **Customer relations: **Happy employees have more positive interactions with customers, leading to higher customer satisfaction. - **Mobile workforce metrics: **An effective scheduling system means employees can visit more customers in a day and spend less time traveling between appointments. The solution? A solid employee scheduling system that allows you to keep your valuable personnel, manage your customers and clients, and get everyone on the same page - all while boosting both productivity and your bottom line. With the right tool, employee engagement and happiness will increase, turnover rates will decrease, and morale and customer service satisfaction will skyrocket. When it’s done well, employee scheduling leads to a great customer experience—which [sets you apart](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) from the competition. _Download our guide to learn more about [how scheduling affects the bottom line](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) and what you can do to help._ ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-enterprise-mobility-fits-into-digital-transformation/" type: "blogPost" title: "How Enterprise Mobility Fits Into Digital Transformation" author: "Craig Panigiris" date: "2021-08-02" description: "Close the gaps in your digital transformation strategy with enterprise mobility management (EMM) solutions that connect your team, customers, and tools." lastmod: "2021-10-21" --- # How Enterprise Mobility Fits Into Digital Transformation Published August 2, 2021 · Updated October 21, 2021 · By Craig Panigiris · 7 min read ![EMMheader](https://assets.skedulo.com/assets/2021/07/EnterpriseMobility_June21_blog-header_1050x557@2x.jpg) In today's global market, businesses that want to grow quickly need to embrace digital transformation. But more often than not, incorporating new technology into day-to-day workflows and operations becomes a roadblock that, if not addressed quickly, can stymie your ROI. This is particularly true for companies who rely on deskless team members. If those workers struggle to access newly implemented software and its data live from the field, you’re guaranteed to see delays, errors, miscommunication, and an overall disruption to your processes. However, with enterprise mobility management (EMM), you can centralize your technologies and ensure that your deskless team members can securely access key systems and resources from wherever they are. Companies that don't incorporate EMM into a larger digital transformation strategy are at risk of leaving a gap between ideas and execution—the company may have the “right” technology solutions in place, but workers are unable or unmotivated to use these tools in the field. ## The Challenges of Digital Transformation It goes without saying that “digital” is just one part of the digital transformation equation. Without planning properly and fostering the right culture, true transformation is impossible. Strategies that focus solely on technology and fail to account for the existing day-to-day workflows and processes can have an especially negative impact on mobile team members. Deskless workers in particular have unique digital needs, so it can be tricky to execute a digital transformation that benefits their work. Here are some common challenges to prepare for when creating and implementing your digital transformation strategy: ### An Inability to Fully Leverage New Technologies One of the main roadblocks of a digital transformation is understanding how proposed technologies actually mesh—or clash—with team members’ behaviors and day-to-day tasks. When you introduce new technologies without considering each step of the employee's journey and their skillset, workers are more likely to misuse that technology or avoid it altogether. **See Skedulo in action** In this vein, integrated technology marketing expert Michael Gale claims that [84% of companies fail to digitally transform](https://www.forbes.com/sites/brucerogers/2016/01/07/why-84-of-companies-fail-at-digital-transformation/?sh=42b245ac397b), largely because they neglect to consider human behavior. Companies [waste upwards of $900 billion](https://www.forbes.com/sites/forbestechcouncil/2018/03/13/why-digital-transformations-fail-closing-the-900-billion-hole-in-enterprise-strategy/?sh=4d07412f7b8b) on failed transformations, so it’s critical to ensure technology is working for the employee, and not the other way around. ### Lack of a Mobile-First Mindset Even before 2020, mobile technology was already enmeshed in most company workflows to some degree. Now, companies have ramped up their efforts: [85% of companies](https://www.mckinsey.com/featured-insights/future-of-work/what-800-executives-envision-for-the-postpandemic-workforce) surveyed in a recent report have accelerated their efforts to digitize employee collaboration, including through mobile apps. Still, companies struggle to prioritize mobile tech for deskless workers in particular. One recent analysis found that [79% of IT decision makers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) acknowledge that their company could benefit from software dedicated to the needs of deskless workers. Meanwhile, [only 1% of venture investment is earmarked for deskless](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) worker technology. Given the fact that roughly 2.7 billion people—or nearly [80% of the global workforce](http://desklessworkforce2018.com/)—is made up of deskless workers, this is a challenge companies can’t afford to gloss over. ### Tool Sprawl Results in Inefficient Workflows & Processes Technology should make your job easier. While digital transformation has its benefits, 74% of employees are [operating five or more apps at once](https://www.businesswire.com/news/home/20170918005033/en/Information-and-App-Overload-Hurts-Worker-Productivity-Focus-and-Morale-Worldwide-According-to-New-Independent-Survey) during the workday, with 16% using 15 or more platforms. Team members who constantly toggle between tools and dedicate significant time to manually inputting data and updates are more likely to make mistakes, feel stressed when working in the field, and experience daily gaps in service. ### Gaps in Readiness for Digital Transformation It goes without saying that undergoing a successful digital transformation requires the right kind of preparation. Remember, roughly 84% of companies fail to digitally transform. Make sure you take into account all of the action items, stakeholders, and implications of each element—improving your infrastructure, getting buy-in, training staff members to use technology, and testing platforms—before full implementation. Even successful, well-planned digital transformations take years to implement, so if you're ill-prepared, you’re likely setting yourself up for failure. ## Why Mobile is Crucial for Digital Transformation Your frontline workers spend most of their time in the field, traveling from appointment to appointment—a workflow that doesn't afford them much time to sit down and transcribe handwritten notes and log updates, compared to workers based in a central office. Without the right tools, deskless workers are often late submitting reports and are more likely to have to deal with misinformation in one form or another. Especially for a deskless workforce, mobile solutions are a key factor in a successful digital transformation. They give your deskless team members access to the devices and technology they need to perform their job at the highest level. With a[ mobile-first approach](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/), you can streamline processes and efficiencies across departments: Mobile workers can view real-time communication, schedule and automate workflows, and record data that’s crucial to the success of your frontline process. And one of the best ways to ensure this sort of mobile-first approach? Enterprise mobility management (EMM). ## 7 Ways Enterprise Mobility Can Help Drive Digital Transformation At its core, [enterprise mobility managemen](https://www.skedulo.com/blog/what-is-enterprise-mobility-management/)t is about ensuring that the mobile devices, applications, and platforms your workers rely on are secure. Though that concept may sound like a mundane IT requirement, done properly, enterprise mobility management can be a critical asset in your digital transformation efforts. ### 1. Fully Leverage Technologies to Optimize Workflows The very nature of EMM forces companies to take stock of their technological capabilities. In order to properly secure and manage your information and mobile devices, you should know all of the ways employees can access data: through the cloud, on-prem capabilities, or a hybrid method. You also need to understand how all of your various applications and platforms integrate and share information. As a result, you’ll gain a good understanding of how information flows and, most importantly, how to eliminate unnecessary clogs in that flow. The benefits are twofold: Not only do you gain invaluable insights for your digital transformation plans, but you can also ensure your mobile workers are using the most efficient workflows possible. ### 2. Drive Workforce Productivity To the point above, ironing out inefficient workflows is one the biggest drivers of employee productivity. With proper EMM to support your digital transformation, you give deskless employees full, secure access to all of the tools they need to do their jobs. By providing more streamlined workflows and the confidence that their processes are secure, it’s easy for mobile workers to [capture critical information](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) live in the field and share updates quickly and safely. ### 3. Better Empower Mobile Workers to Deliver Services With access to the full capabilities of their mobile tech and the subsequent bump in productivity, your digital transformation also sets your field workers up to [successfully deliver core services](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). Not only can they capture the data they need in real time, but they’re able to _view_ necessary data, too. Details like customer history, repair history, and projected maintenance timelines are [all at their fingertips](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/). As a result, mobile workers can troubleshoot issues and provide customers with the service and experience they expect—and managers know that information is being stored, accessed, and shared securely every time. ### 4. Ensure Increased Security The more technology platforms and access points you have, the more at-risk you are to company-wide data breaches, malware attacks, and more. But proper EMM should significantly reduce the security risks that threaten a mobile, deskless workforce. Developing robust security policies; establishing tiered access and permissions settings; requiring digital certifications, device enrollment, and authentications are all part of a robust EMM strategy that strengthen your digital transformation. ### 5. Seamlessly Integrate Your Existing Technologies Supporting your digital transformation plans with EMM also helps accelerate the adoption of necessary integrations. By actively managing your mobile programs and platforms, you can better ensure that they link up with your [vital, legacy solutions](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/): electronic health record (EHR), customer relationship management (CRM), and human resources (HR) systems, for example, all have valuable data that supports and empowers day-to-day work. A mobile app with strong role-based permissions means employees can access everything they need from a single device or platform. ### 6. Enable Data-Driven Decision Making Field staff and strategic decision-makers alike need the most accurate and recent information to make informed judgements. By using enterprise mobility management in your digital transformation to streamline and integrate your tech stack, you create a [comprehensive data source](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) that gives invaluable insights. For instance, you can analyze historical maintenance records for various manufacturing plants to predict repairs. Then, you can put that data into the hands of service technicians. With that information, they’ll be able to better determine the root cause of any malfunctions and give customers a heads up as to potential issues to look out for down the line. ### 7. Improve Transparency Across Digital Workflows With so many moving parts making up modern businesses, it's easy for information to get lost in the shuffle. But implementing EMM in your digital transformation increases transparency. By connecting mobile platforms to traditional, legacy platforms and opening up the flow of information, everyone from field workers to C-suite decision-makers can [see what’s happening at every level](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/). ## Enterprise Mobility, Digital Transformation, and the Deskless Workforce As the deskless workforce grows, so, too, do the technologies available to support them. Mobile technologies in particular have become pivotal to the success of deskless teams, so enterprise mobility management has become more necessary than ever. Though it’s an important success factor in digital transformation, EMM alone isn’t enough to create cohesive mobile workflows. You need to be able to combine all of the tools and processes that serve your business into one, centralized platform. [Skedulo's Deskless Productivity Cloud](https://www.skedulo.com/platform/) helps you get more out of your EMM and digital transformation strategies by optimizing scheduling, increasing employee engagement, driving productivity, analyzing based on KPIs, and more. Learn more about how Skedulo can [help you reach your digital transformation goals](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) and empower the next generation of deskless workers. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/how-field-service-organizations-can-reduce-their-carbon-footprint/" type: "blogPost" title: "How Field Service Organizations Can Reduce Their Carbon Footprint" author: "Craig Panigiris" date: "2021-08-03" description: "From automating schedules to reducing office space, here are proven ways field service organizations can reduce their carbon footprint using FSM software." lastmod: "2021-08-03" --- # How Field Service Organizations Can Reduce Their Carbon Footprint Published August 3, 2021 · By Craig Panigiris · 8 min read Field service management (FSM) is all about crews on the move. Mobile workers are constantly travelling between different locations, relying on the company’s fleet of vehicles and portable tools like cell phones, tablets, and sometimes good old fashioned paper. But traditionally, the infrastructure supporting mobile and field employees has often been at odds with green initiatives. Around the world, the transportation sector is one of the biggest sources of carbon emissions. And in the U.S., no other sector puts out more greenhouse gases. Transportation is responsible for [29% of the country’s emissions](https://www.epa.gov/ghgemissions/sources-greenhouse-gas-emissions)—more than electricity, industry, agriculture, or commercial and residential sectors. And with our global climate in a state of emergency, it’s essential for field service organizations to find solutions that help minimize emissions to be ecologically responsible. Some companies are addressing this need by striving to be carbon neutral and balancing their emissions by investing in sustainability programs. But top organizations are aiming higher: They’re striving for “net zero” emissions. These companies are taking actions to remove carbon from the atmosphere (through actions like planting trees) or even reducing and eventually eliminating emissions from their operations altogether. Here’s what they’re doing. ## Centralize Operations Office buildings use a ton of energy for heating, cooling, lighting, and powering appliances and electronics. Although office buildings can be retrofitted or built to be more environmentally friendly, the lowest-emission option is no office at all. A mobile workforce [doesn’t need the office space that desk workers do](https://www.skedulo.com/learn/deskless-workers/). And if they’re not regularly interacting in person with office workers, it doesn’t matter if there’s a local office branch or not. Reducing the reliance on unnecessary regional and local offices means a lower headcount and fewer buildings, both of which reduce an organization’s carbon footprint. ## Automate Repetitive Tasks In order to reach a point where a smaller headcount is possible, you need to get rid of the bloat in your operations and processes. Automating back-office tasks [like scheduling and dispatch](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) is one of the best ways to help employees get more done, even with fewer people. The right field service management software is designed with a mobile workforce in mind and can eliminate the need for middlemen in processes like scheduling and dispatching. Strategic automation powered by robust AI and machine learning means you only need to step in to deal with true exceptions to your workflow, rather than every minor deviation. **Use smarter scheduling to reduce your carbon footprint** ## Eliminate Paper Waste In a world that’s increasingly [transitioning to digital workplaces](https://www.skedulo.com/blog/digital-workplaces-and-the-employee-experience/), paper is one of the most obvious places to cut back on waste. However, some field service organizations still use a fair amount of paper. Internally, workers might print off quotes to review, or carry hard copies of customer service histories and training manuals to have on hand while they’re in the field. Externally, mobile employees might rely on paper forms for signatures, appointment reminders, disclaimers, and more. Companies can reduce or eliminate these papers by switching to [digital, cloud-based tools](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) to manage critical information and documents, from employee resources and service records to appointments and forms that require customer signatures. When done right, digital records come with a variety of benefits. They’re easier to organize, easier to share, last longer, and most importantly, they don’t have the carbon footprint that comes with cutting down trees, processing them into paper, and degrading in a landfill (or your filing cabinet). The switch from paper documentation can be a big change for an organization, but it doesn’t have to happen overnight. Getting away from the default assumption that materials need to be paper-based will allow change to begin, and over time, you can phase out paper-based communications until your group is securely in the cloud. ## Reduce Time Spent on the Road One of the biggest—if not_ the_ biggest—carbon emitters for a field service business is its vehicles. Reducing the amount of time your field employees spend on the road is a great way to reduce the carbon footprint of your organization, and the [right field service management software](https://www.skedulo.com/resources/field-service-management-software-checklist/) can help. With features like route optimization and intelligent scheduling, you can ensure every trip is as short and efficient as possible. But it’s not just about picking the shortest route: Techniques like “nudging in” jobs, i.e., adding jobs to the queue of a worker who is already nearby, can save a lot of miles. Switching to virtual meetings and appointments can help, too. Teams, Zoom, or other video chat services are often sufficient for many internal meetings, and field workers can even use video calls to handle more straightforward diagnostics or to get a second opinion on complex jobs. And when a major assignment, say, in public works, involves multiple teams, appropriate job sequencing can reduce the amount of people on the ground at any given moment. In other words, rather than putting all teams on site at once, you can schedule the second team’s work for once the first team’s work is done. ## Move to Cloud-based Solutions Switching from paper records to digital ones stored in on-site servers is a good upgrade, but switching all the way to cloud-based infrastructure is even better. Broadly speaking, shared IT infrastructure is more environmentally friendly than on-premises servers. That’s because cloud data centers are more efficient at using space and energy, since their equipment can be used for many clients. In fact, a [2021 report by the International Data Corporation (IDC)](https://www.idc.com/getdoc.jsp?containerId=prUS47513321) found that the widespread adoption of cloud computing could prevent 1 billion metric tons of carbon dioxide from being emitted from 2021 to 2024 alone. What’s more, support and troubleshooting are baked into cloud solutions, which allows field service companies to maintain a [smaller, more focused IT staff](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it/). Cloud storage platforms that are pay-per-use or self-service allow businesses to only use what they need; they can turn services like added storage space on and off as business scales. A cloud-based organization will be better at conducting work virtually, even completing tasks like diagnosing problems and making repairs. ## Implement BYOD Policies Some organizations are doing away with the work phone entirely, instead allowing employees to use their personal devices for work. This [“Bring Your Own Device” (BYOD) policy](https://www.cio.com/article/2395944/7-tips-for-establishing-a-successful-byod-policy.html) cuts the total amount of devices in the pockets of employees in half, reducing both the resources needed to make, service, and maintain those devices and the eventual hardware waste that occurs at the end of those devices’ life cycles. Of course, a BYOD policy is only possible when field workers [have access to an app](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) that works securely on every device. Luckily, as apps and mobile technologies become more and more advanced, access to secure, effective mobile apps is becoming more commonplace. ## Eliminate First-time Failures How often do your mobile workers make an extra trip because their first attempt at a repair or installation failed? Miscommunications about appointment times, missing supplies or tools, or poor workmanship can all result in the need for a second visit that could’ve been avoided. Improving your business’ first time fix/install metrics will lead to less time traveling back and forth from sites. The best way to eliminate these first time failures is to equip workers with all the information they need from the start: up-to-date appointment details from the scheduling system, customer history from your CRM system, equipment details from your ERP or inventory management system, and more. Cloud-based systems can also ensure support is always on hand, whether it’s training manuals and product manuals or being able to quickly and easily communicate with office staff, colleagues, and managers. ## Improve Communication Another way to reduce your organization’s carbon footprint is by using top-notch communication systems. Being able to reduce the amount of time field employees spend traveling to canceled, rescheduled, or previously completed jobs means less fuel wasted and fewer emissions produced. When workers can instead [update their progress instantly though a mobile app](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) and receive updates from customers and colleagues, they’ll always be in the right place at the right time. Likewise, cloud-based documentation will reduce time spent tracking down old job notes or previous customer requests. When everything is in one system at your fingertips, you eliminate delays caused by missing information. And any time saved will increase efficiency and reduce the overall environmental impact of your business. ## Essential Features of an Eco-friendly FSM Software Solution A major theme in these strategies is that they rely on effective digital solutions. Field service management (FSM) software is a great way to tackle them all and reduce the carbon emissions of your field service business. Some of the key features to look for in a FSM software solution are: - **Integrated systems: **It’s important that your field service management software can integrate seamlessly with existing systems—especially legacy systems like CRM, ERP, and payroll systems that your organization needs for critical processes. - **Data collection and analytics: **Real-time[ real-time analytics](https://www.skedulo.com/product/analytics/) are a great way to understand and improve your mobile workforce. Robust FSM systems will capture all the data points you need—including the carbon emissions of your fleet— to track and report on efficiency, productivity, and overall carbon footprint of your company. This can be particularly vital if a regulator asks for proof of emissions reduction. - **Automated scheduling and dispatching processes: **To improve instantaneous communications, reduce first time failures, and [automate tasks like scheduling and dispatching](https://www.skedulo.com/product/field-scheduling/), your FSM software needs to have a built-in system that schedules and dispatches workers effectively. - **Streamlined communication tools: **Having [communications tools](https://www.skedulo.com/product/messaging/) built right into your FSM platform can increase the ease with which workers conduct video calls with each other and with clients. In turn, this reduces in-person travel to appointments that could be resolved virtually. - **Cloud-based solutions: **Top-notch FSM software integrates directly with the cloud infrastructure, providing file storage that enables workers to access [records, manuals, and other vital information](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) while they’re at the job site. Reduce Your Carbon Footprint with FSM Software There are many ways that field service organizations can minimize their emissions and reduce their carbon footprints. Ditching paper, on-site data centers, unnecessary office space, and unneeded driving time can all lessen a company’s environmental impact. While these initiatives sound like a lot to take on, it’s easy with the right field service management software. Skedulo’s field service management software is specifically engineered for a deskless workforce and offers an array of features that can help your organization shrink your carbon footprint. Robust AI and machine learning power an intuitive, smart scheduling system so your employees only take on jobs that make the most sense for their daily routes. And integrations with systems like Salesforce, Key Pay, ServiceNow, and more ensure that not only do your field employees have the information they need on site, but that central operations team members have what they need, too. Want to learn more about how Skedulo can help your business go green? [Book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/how-home-services-providers-adapt-to-new-expectations/" type: "blogPost" title: "How Home Services Providers Can Adapt to New Expectations and Tech" author: "Ed Backhouse" date: "2018-04-16" description: "Customer expectations for in-home services are higher than ever. See how preferences and new technology are transforming home services, and how to adapt." lastmod: "2020-05-20" --- # How Home Services Providers Can Adapt to New Expectations and Tech Published April 16, 2018 · Updated May 20, 2020 · By Ed Backhouse · 1 min read ## On-Demand Home Services Trends The customer is king, and no one’s giving up the throne anytime soon. Customer expectations—fueled by the transparency and speed of new tech—have been on the rise for some time. Customers are looking for a more simple, personalized, and user-friendly experience than ever before. They know their patronage has value, so if your service doesn’t live up to the “[last best experience](https://blogs.gartner.com/jake-sorofman/in-customer-experience-last-best-shapes-expectations/)” they had, they’re ready to take their business elsewhere. For companies that provide home services or other on-site services, these expectations pose a unique challenge: maintaining high-quality service and a [deep customer focus](https://www.skedulo.com/blog/master-the-customer-journey-with-mobile-workforce/) with a distributed workforce. Advanced tech makes it simpler to manage a mobile workforce, but it has plenty of other consequences as well. Technology and online review services open up a new world of transparency, allowing potential customers to see what others think about any given company or product. In addition, [research shows](https://www.salesforce.com/blog/2016/10/state-of-connected-customer-2016.html) 70% of consumers think technology has made it easier than ever to take their business elsewhere. With your competitors only a click away, how do you stand out in the marketplace and deliver a truly excellent experience? Download our new guide [_The Rise of Home Services in Every Industry_](https://www.skedulo.com/resources/evolution-of-home-services-residential-contractors/) to learn: - The three key things consumers are looking for in “[The Age of the Customer](https://www.cmswire.com/cms/customer-experience/are-you-prepared-for-the-age-of-the-customer-022815.php).” - Why in-home services are on the rise in several industries (and which ones are poised to make a splash). - How home services providers in every industry can step up their customer focus. - How new players in the home services space can empower their mobile workers. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-contractors/" type: "blogPost" title: "How Mobile Workforce Management Affects Contractors" author: "Angela Gonzales" date: "2019-11-18" description: "Mobile workforce management can benefit contractors in their everyday tasks, and help organizations better manage this workforce and their unique needs." lastmod: "2020-05-20" --- # How Mobile Workforce Management Affects Contractors Published November 18, 2019 · Updated May 20, 2020 · By Angela Gonzales · 6 min read The workforce ecosystem has evolved over the years, with contractors playing a major role in it. According to a[ 2018 Global Human Capital Trends survey](https://www2.deloitte.com/us/en/insights/focus/human-capital-trends/2018/contingent-workforce-management.html), only 42% of the respondent organizations were primarily made of salaried employees. Others depended on contractors, freelancers, and gig workers, and believed this to be a growing trend. Are companies ready to handle this growth? Unfortunately, only 16% of the survey participants felt that they had policies and practices in place to handle the needs of different types of workers. ## Challenges Managers and Contractors Face Managing contractors is often more challenging than managing full-time employees. The dynamics involved with contractors can be more complex due to factors like: - Flexible schedules - Inconsistent commitment levels - Infrequent communication - Enforcement of compliance and safety standards - Higher attrition rates While managers want contractors to complete their goals and deliver excellent results, they also have the responsibility of keeping workforce morale high and retaining contractors. Managers also have to ensure the relationship continues to be mutually beneficial. Contractors, too, have their own challenges, including: - Late or inaccurate invoicing to clients - Being over- or underbooked against their contracted hours - Inefficient travel routes between clients - Compliance with varying safety, compliance, or company standards - Lagging adoption of technology - Lack of communication from the home office or with other contractors Organizations need contractors to help meet their business goals, and they want to retain their strongest employees to reduce time spent hiring and training new contractors. But at the same time, managers know the challenges of being a contractor, and they want to make it easier for employees to do their work. Mobile workforce management solutions can bridge this gap by resolving issues on both ends and making the relationship between contractors and organizations a long-term, productive one. ## How Mobile Workforce Management Benefits Your Contractors By 2023, the revenue from the global mobile workforce management market is expected to [exceed $7 billion](https://www.statista.com/statistics/858633/worldwide-mobile-workforce-management-market-forecast/). There is a growing awareness among organizations on how these solutions can help manage their different pillars. Let’s take a look at the benefits that contractors and managers can gain by using mobile workforce management solutions. ### 1. Unified System for Better Visibility Most organizations struggle with disparate systems that perform different functions and don’t provide transparency or insight into one another. [Workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/)—especially across different systems and functions—is key to real-time data gathering, analytics, and business intelligence. For example, [ECL Group](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/), a leading company specializing in fuel systems and technology solutions, had to manage disconnected systems—some had field service capabilities while others had only scheduling features. After moving to a single system, the company now can provide better visibility to all stakeholders and deliver more to both contractors and customers. ### 2. Schedule Optimization Most companies do not have the luxury to keep adding resources—they need to optimize their existing workforce to full capacity. However, scheduling resources efficiently is not always easy because there are many variables such as skill sets, customer preferences, and competing priorities at play. Optimizing contractor schedules introduces other variables, such as varying levels of capacity or differing permissions or access to company systems. A good mobile workforce management tool can handle the complex scheduling of different categories of workers with differing requirements and needs. Mobile workforce management solutions consider different data points to perform intelligent scheduling.[ The American Red Cross](https://www.skedulo.com/customers/american-red-cross/), for example, was able to reduce its scheduling time by 43%, underutilization of its instructors by 31%, and costs to schedule by 30% as a result of implementing mobile workforce management. ### 3. Matching Job Skills with Customer Needs Mobile workforce management systems match contractors with suitable skillset to the right jobs. This ensures [high customer satisfaction](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), and contractors are happy because they get to leverage their strengths. Take [Johns Hopkins Medicine International](https://www.slideshare.net/Skedulo/simplify-operations-for-coordinated-and-home-health-care-90198229?trk=v-feed) for instance. It provides white-glove concierge service and care coordination for patients traveling to Johns Hopkins from outside the U.S. Johns Hopkins Medicine International struggled with a high rate of patient no-shows for its 60,000 appointments per year with the 200 care coordinators, concierges, and staff. Another challenge was platform integration with Salesforce and the hospital’s electronic health record system. After implementing a mobile workforce management solution, Johns Hopkins Medicine International saw a more than 80% increase in matched allocation accuracy, a 45% decrease in appointment no-shows and cancellations, and successful platform integration. ### 4. Route Optimization Servicing multiple customers in the same area or along the same route is another way to improve scheduling and efficiency. When contractors use optimized travel routes, provided by a workforce management tool, they can complete more appointments in the same timeframe. Mobile workforce solutions can even notify workers in real-time if another customer in the vicinity has requested service, giving contractors more opportunities to serve customers in the field. In the case of [Area Wide Protective (AWP)](https://www.skedulo.com/customers/area-wide-protective/), assigning their mobile protectors to locations that are far apart from each other would have been not only inconvenient but unsustainable. Using a mobile workforce management solution helped the company increase scheduling and dispatching efficiency by 86%, resulting in reduced frustration for their mobile protectors and improved service for their customers. ### 5. User-Friendly Tools Contractors have a challenging job of working in various offsite locations and interacting with diverse customers every day. Working with clunky, outdated software can make it even more difficult. However, organizations can make their lives easier by giving contractors access to tools with simple and[ intuitive user interfaces](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/). This increases the likelihood that contractors will adopt and use the tool on a daily basis, and builds contractors’ trust in your tools and processes. When contractors aren’t distracted by confusing or cumbersome tools, they have more positive interactions with customers. ### 6. Enabling Safety Compliance Mobile workforce management systems help [improve worker safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) by embedding mobile forms and safety checklists into the workflow. These systems also offer features like quick reporting and escalation of safety incidents, location services to pinpoint a worker’s location, customer data protection, the ability to record documents and photos digitally to avoid potential lawsuits, and more. With all these features at their fingertips, contractors have a digital partner to make safety and compliance easier. ### 7. Better Communication with Office and Customers Contractors can feel isolated from office workers, often struggling to communicate. Some have to go in to the office at the end of the day just to fill out forms and document their work history for the day. Mobile workforce management gives workers a platform to capture information while on the move, eliminating systemic redundancies. It improves communication among contractors, clients, and the office which then in-turn increases the productivity of the entire workforce. [Common](https://www.skedulo.com/customers/common-case-study/), a company that provides co-living offerings in dense cities, had trouble with its manual process for scheduling property tours for prospective clients. Double bookings and miscommunications were frequent as people forgot to update the calendar or made incorrect entries. By using a mobile workforce management system to improve communication and transparency, Common was able to increase the number of tours scheduled by 37% in 94% less time. ## Translating Benefits into Better Customer Service For any organization, providing excellent customer service is a key objective. By managing contractors in an efficient way through real-time scheduling, job skill matching, strong communication, and intuitive tools, companies can take care of an integral part of their workforce and ultimately earn loyal customers. Intelligent mobile workforce management helps enterprises schedule, dispatch, and track jobs in the field with real-time visibility and communication. [Book your free demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/" type: "blogPost" title: "How Mobile Workforce Management Affects Customers" author: "Ed Backhouse" date: "2019-06-04" description: "Mobile workforce management can help enhance customer service with real-time communication, faster time to service, high-quality interactions, and more." lastmod: "2020-05-20" --- # How Mobile Workforce Management Affects Customers Published June 4, 2019 · Updated May 20, 2020 · By Ed Backhouse · 6 min read We live in the age of the customer. Thanks to review sites, social media, and the ability to share our experiences in real-time, what customers say carries a lot of weight. This means that customers are less likely to accept the status quo of the past when it comes to their service providers and in-person interactions with a company. Customers know they have options, and they will no longer accept a bad experience as part of the cost of doing business with you. When was the last time you were OK with waiting on a service provider for hours on end only to find that when the person shows up, they don’t have the right information or tools to get the job done? When customers have that type of bad experience, they’re more able—and more willing—to share that negative experience with others. But the picture needn’t be bleak. When it comes to delivering customer-centric service, a strong mobile workforce management (MWM) solution is like your Jedi Master. Here are several ways that mobile workforce management can directly benefit your customers. ## Higher Quality Interactions for the Customer Customers have plenty of options for service providers. With a simple search, they can find dozens or even hundreds of providers in the area. So when they choose your business over all the others, it’s crucial that you are prepared to not only meet their needs, but [exceed their expectations](https://www.skedulo.com/blog/how-home-services-providers-adapt-to-new-expectations/). Customer interactions should be more than just pleasant—they should be excellent. [Customers want convenience](https://www.forbes.com/sites/shephyken/2018/12/16/ten-customer-servicecustomer-experience-predictions-for-2019/#60c9b6256178) and easy resolution to their problems. And knowing the customer’s history upfront is a great way to get your customers to a solution faster. With a mobile workforce management platform, your mobile workers have easy access to the complete customer history, appointment details, required forms, and other information. With a solution that updates information in real-time, mobile workers can communicate with customers in a knowledgeable way that fosters best-in-class service. Mobile workforce management takes it one step further with client personalization. Mobile work platforms have more customization options than a traditional central reservation system (CRS), which allows you to collect nuanced information about client preferences. With a system that collects a wide range of customer service information, your mobile workers are always ready to deliver high-quality service. ## Real-Time, Proactive Communication A mobile workforce management platform offers several features that improves communication between the customer and the company: - Ability to confirm or update appointments via SMS - Real-time SMS notifications that a service provider is en route to the customer - Automatically optimized travel routes for on-time arrivals - Scheduling features that set specific appointment times based on travel time and other variables - Central location to record customer information, signatures, and next steps These capabilities remove barriers between the business and the customer, leading to greater transparency and [better customer service](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). For example, a mobile worker is delayed on a job. The worker can use a mobile app (supported by the mobile workforce management system) to provide an updated arrival time to the next customer, based on the best travel route and other variables. Customers no longer will be left wondering how long they need to wait if a worker is running late—a mobile workforce management system offers real-time updates with the customer in mind. This provides real-time, communicative service that today’s customers have come to expect in a digitally connected world. Additionally, a great mobile workforce management solution can house custom forms that the mobile worker completes onsite to capture appointment details in the moment. This benefits customers in multiple ways: they aren’t bothered by follow-up calls or emails to collect forgotten information, and they can get an appointment summary before the service provider even leaves. ## More Respect for the Customer’s Time [By 2020](https://www.walkerinfo.com/knowledge-center/featured-research-reports/Customers-2020-A-Progress-Report-OLD), it’s expected that customer service will be even more important to customers than price and product differentiation. Today’s customers are used to—and now expect—personalized contact, instant satisfaction, fast time to service, and precise arrival times, thanks to the “[Amazon Effect](https://www.cisco.com/c/dam/en_us/solutions/industries/docs/digitization-healthcare.pdf).” This is where mobile workforce management helps you master customer service. Modern customers want specific appointment times, not estimated service windows that keep them waiting for long periods of time. They also want to know in real-time if a worker is running late. Mobile workforce management can do all of that and more: set precise appointment times, send SMS messages with updates along the way, and schedule last-minute appointments according to advanced attributes like skill sets, real-time schedules, and current locations. With a mobile workforce management platform, you can schedule the right worker for the job, and keep the customer informed every step of the way. [Area Wide Protection (AWP)](https://www.skedulo.com/customers/area-wide-protective/), a commercial security company with over 5,000 employees, is one example of using mobile workforce management to improve the customer experience. The company was using manual scheduling tools during a period of rapid growth, which led to inconsistent service and delays for customers. After implementing mobile workforce management, they increased scheduling and dispatching efficiency by over 86%, leading to several benefits for customers: - **Customers received more consistently accurate invoices with a quicker turnaround time**, thanks to easier and more automated data collection. - **Customers received more consistent service**, thanks to a central location for customer histories and appointment details that prepares workers for every appointment. - **Customers received appointment times sooner and those appointment times were more reliable**, thanks to increased scheduling efficiency and a scheduling engine that takes travel time and other factors into account. - **Customers experienced quicker resolution of their problems, thanks to a platform that matches workers to appointments based on important factors like skill set, experience, or prior customer interactions.** - **Customers experienced more competitive pricing, **thanks to increased efficiency on the company side. At the end of the day, customers want faster, better, and more efficient service. If you cannot offer such service to customers, you may see them go to your competition. Companies that invest in mobile workforce management, like AWP, have a strong foundation for better service and happier customers. ## Increased Customer Loyalty Savvy organizations work hard to create a strong brand that attracts loyal fans. After all, keeping a long-term customer satisfied is [much more profitable](https://www.forbes.com/sites/larrymyler/2016/06/08/acquiring-new-customers-is-important-but-retaining-them-accelerates-profitable-growth/#723d1e226671) than attracting new customers. Satisfied customers are more likely to use your services long-term, and it’s vital to continue delivering top-notch service to reinforce that brand loyalty. A mobile workforce management system improves the quality and consistency of your customer service by ensuring mobile workers have the tools and the knowledge to deliver excellent service time and time again. This excellent customer experience and brand loyalty gives your company a [stronger competitive edge](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) in the marketplace. When you deliver strong customer service, the end customer is more satisfied, which translates into better business outcomes. For example, after implementing a mobile workforce management solution, [New Jersey Respiratory Associates (NJRA)](https://www.skedulo.com/blog/current-state-of-home-healthcare/) experienced more than 20% YoY growth and a 33% increase in accounts per therapist over the past three years. With great customer service comes customer loyalty, which leads to great business growth and revenues. ## Mobile Workforce Management Drives Customer Service and Business Outcomes Customers talk about their experiences—and whether that conversation is positive or negative depends on the experience your mobile workers provide. Mobile workforce management has the power to make appointments more convenient and more seamless for customers. Changes are communicated in real-time, workers are matched up with customers according to the right criteria, workers arrive prepared, and customers get accurate invoices and appointment summaries every time. With all of the benefits it brings to your customer base, now is the time to master the Force of mobile workforce management. To learn more about how Skedulo’s mobile workforce management platform can benefit your customers and business, [request a demo today](https://www.skedulo.com/book-a-demo/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams/" type: "blogPost" title: "How Mobile Workforce Management Software Improves Finance Operations, Workflows, & Data Management" author: "Ed Backhouse" date: "2026-03-30" description: "With the right mobile workforce management software, finance teams can make financial operations more efficient and cost-effective." lastmod: "2026-04-22" --- # How Mobile Workforce Management Software Improves Finance Operations, Workflows, & Data Management Published March 30, 2026 · Updated April 22, 2026 · By Ed Backhouse · 7 min read For organizations with large mobile workforces, field operations are a key financial lever. [Customer experience quality](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/) directly impacts retention and lifetime value. Service delivery efficiency determines margin performance. The data captured in the field—or lost to manual processes and disconnected systems—flows directly into the forecasting models, compliance reporting, and strategic planning that finance leaders depend on. When mobile operations run well, finance gains visibility and predictability. When they don't, leadership spends time managing volatility instead of driving growth. Mobile workforce management platforms address this challenge at the source. By connecting scheduling, capacity optimization, and real-time data capture across distributed field teams, these systems convert operational complexity into financial clarity. The impact [reaches beyond productivity metrics](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) into revenue recognition, cash flow acceleration, and the operational foundation required to scale. ## **The evolving CFO mandate** The scope of Chief Financial Officer (CFO) responsibility has expanded dramatically. Today's finance leaders are expected [to drive digital transformation](https://www.skedulo.com/blog/digital-transformation-field-service/), own enterprise data strategy, and deliver insights to inform decisions across every business function. According to[ Gartner's survey of CFO priorities](https://www.gartner.com/en/newsroom/press-releases/2024-11-20-gartner-survey-shows-cfos-rank-metrics-analytics-and-reporting-as-top-priorities-in-2025), more than 70% of CFOs now rank data, analytics, and metrics as their top focus area—reflecting the reality that financial leadership increasingly depends on operational visibility. ## **Four key challenges finance teams face** For organizations with frontline workforces, the need for consistent and accurate field data creates several notable challenges: ### **01. Operational efficiency under margin pressure** Non-revenue-generating activities consume resources that could otherwise fund growth initiatives. Yet identifying where to cut without impairing service quality requires granular visibility into field operations, which many finance teams lack. [Research indicates that three-quarters of finance teams spend up to 300 hours annually](https://insightsoftware.com/blog/insightsoftware-unveils-2024-finance-team-trends-report-organizations-navigating-ai-skill-shortages-data-integration-and-esg-reporting-in-an-evolving-industry/) recreating financial reports, time that could be redirected toward analysis and decision support if underlying data systems were better integrated. Despite widespread recognition of the efficiency potential in accounts payable, accounts receivable, and financial planning, only [34% of finance teams have deployed traditional AI](https://www.ibm.com/downloads/documents/us-en/10c31775c6d400f1), and only 11% are using generative AI. Adoption of AI in finance lags not from lack of interest, but from lack of infrastructure: AI requires clean, integrated, reliable data. When [financial operations](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) depend on information from distributed field operations, that prerequisite remains out of reach until the underlying data capture and integration challenges are solved. ### **02. Technology ROI under scrutiny** [Sixty-five percent of CFOs report pressure to accelerate ROI](https://www.ibm.com/downloads/documents/us-en/10c31775c6d400f1) across their technology portfolios. The question is no longer whether to invest in operational technology, but how to ensure those investments deliver measurable returns within acceptable timeframes. For frontline worker technologies specifically, ROI depends on whether solutions can demonstrably improve workforce utilization, reduce overhead, and generate the data quality necessary for accurate forecasting. Investments that create additional data silos or require extensive manual reconciliation undermine the efficiency gains they promise. ### **03. Growth versus risk calibration** Capital allocation decisions require alignment between growth ambitions and risk tolerance. Only[ 57% of CFOs indicate that leadership agrees on risk appetite](https://www.ibm.com/downloads/documents/us-en/10c31775c6d400f1), creating friction when evaluating expansion opportunities, technology investments, or operational changes that affect service delivery. The complexity of mobile work increases this tension. Scaling field teams to capture new market opportunities requires [confidence in scheduling efficiency](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/), service quality consistency, and the ability to maintain margin performance at higher volumes. Without that confidence, growth initiatives stall or proceed with inadequate risk controls in place. ### **04. Data as a strategic asset** Organizations are [awash in operational data](https://www.informationweek.com/data-management/how-much-data-is-too-much-for-organizations-to-derive-value-) but struggle to extract actionable insights. For finance teams responsible for forecasting, planning, and performance analysis, incomplete field data compromises the accuracy of financial models and limits the ability to identify emerging issues before they impact results. The stakes are significant. Inaccurate revenue forecasting affects investor guidance. Incomplete cost data distorts margin analysis. [Delayed operational metrics](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) prevent timely intervention when service delivery trends negative. Finance leaders cannot fulfill their strategic mandate without reliable, real-time visibility into frontline workers’ performance. **See how Skedulo can improve your financial operations and visibility** — [Request a Demo](https://www.skedulo.com/book-a-demo/) ## **Four Strategic Contributions of Mobile Workforce Management** Modern mobile workforce management systems address these challenges by [connecting field operations to financial systems](https://www.skedulo.com/blog/field-service-management-best-practices/) to manage overhead, improve forecast accuracy, optimize revenue cycles, and scale operations. ### **01. Overhead management through intelligent resource deployment** Labor represents the largest cost category for most service organizations, and [workforce utilization rates](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) determine whether that investment generates adequate returns. The inputs are well-understood: minimize non-billable travel time, eliminate missed appointments, match worker skills to job requirements, and ensure scheduling decisions reflect actual capacity constraints. Intelligent workforce management platforms simultaneously optimize these variables: - **Route optimization:** Route optimization algorithms reduce windshield time, cutting travel costs and increasing productive hours per worker. - **Automated scheduling:** Automated scheduling engines match jobs to qualified workers based on skills, location, and availability. - **Real-time visibility:** Real-time visibility enables dispatchers to reassign work when circumstances change, preventing delays and cancellations that erode utilization. The financial implications extend beyond direct labor savings. Consistent scheduling translates to predictable cash flow. Reduced variability in job completion rates improves forecasting accuracy. Integration with payroll and accounting systems ensures that service delivery data flows directly into financial reporting, eliminating reconciliation overhead and enabling more precise margin analysis by service type, region, or customer segment. ### **02. Real-time data infrastructure for financial decision-making** Finance teams cannot optimize what they cannot measure. The cost of [finance decisions based on incomplete or inaccurate data](https://www.acceldata.io/blog/the-critical-role-of-data-in-finance)—pursuing unprofitable service lines, misallocating capacity, or missing early warning signals—compounds over time. Frontline workforce technology functions as a data infrastructure for field operations, capturing job details, travel times, completion status, and customer interactions at the point of service. When integrated with customer relationship management (CRM), [enterprise resource planning (ERP)](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), and financial systems, this operational data becomes available for analysis without the delays and errors introduced by manual data entry or batch processing. The analytical opportunities are substantial: - **KPI Dashboards:** Customized dashboards tracking field service KPIs like utilization rates, first-time fix rates, cancellation patterns, and schedule adherence provide leading indicators of financial performance. - **Targeted Segmentation:** Segmentation by region, team, or service type reveals where margin improvement efforts should focus. - **Data-Driven Decisions:** Correlation of scheduling patterns with customer satisfaction and retention metrics informs pricing and capacity decisions. For CFOs responsible for enterprise data strategy, mobile workforce management technology represents an opportunity to close a significant visibility gap. Field operations generate data that affects revenue recognition, cost allocation, and demand forecasting. Capturing that data accurately and integrating it with financial systems strengthens the analytical foundation for strategic decision-making. ### **03. Revenue cycle acceleration through billing automation** The path from service delivery to cash collection involves multiple handoffs, each of which introduces the potential for delay and error. Field workers must accurately document services rendered, and that documentation must transfer to billing systems without loss or corruption. Invoices must reach customers promptly with correct information. Any breakdown in this chain extends days sales outstanding (DSO) and consumes administrative resources in error correction. [Purpose-built mobile technology](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/) addresses documentation challenges at the source. Digital forms capture service details, customer signatures, and billing information in structured formats that flow directly to back-office systems. Offline capability ensures data capture even in areas with limited connectivity—a common reality for field workers serving residential or remote locations. Automation extends through the billing process itself. Mobile workforce management platforms can [automate invoice generation](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/) based on workflow triggers like job completion, apply appropriate pricing rules, and initiate customer communications without manual intervention. The result is faster time-to-invoice, reduced error rates, and improved cash flow predictability. For healthcare organizations specifically, where revenue cycle complexity creates substantial financial risk, the stakes are even higher. Accurate documentation, timely claims submission, and effective denial management depend on data quality that begins with the clinician in the field. Going forward, the [use of AI tools to streamline healthcare operations](https://www.skedulo.com/blog/ai-healthcare-operations-management/) can accelerate cash flow by reducing manual work in claims management and patient billing. ### **04. Operational visibility that enables scalable growth** Growth ambitions frequently outpace operational capabilities. Organizations add field workers to capture new demand but discover that [scheduling complexity](https://www.skedulo.com/resources/managing-complex-field-service-work/), coordination overhead, and service inconsistencies prevent them from realizing expected margins. The problem is rarely workforce capacity; it's the infrastructure for managing that capacity effectively. Centralized operational data changes this equation. When all stakeholders—schedulers, field managers, finance teams, executive leadership—access the same real-time view of operations, coordination improves and decision-making accelerates. Finance leaders can assess the true cost of expansion scenarios. Operations can identify capacity constraints before they affect service levels. Executive teams can evaluate growth opportunities with confidence in the underlying operational assumptions. [Workforce retention](https://www.skedulo.com/blog/employee-retention-what-it-means-and-how-to-improve-it/) represents another dimension of scalability. Field workers who receive balanced schedules, clear job information, [and functional mobile tools](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) are more likely to remain with the organization—reducing the recruiting and training costs that erode margins during growth phases. The visibility that benefits finance teams also enables scheduling practices that improve worker experience. The scalability test is straightforward: can the organization double field capacity without proportionally increasing back-office overhead? Solutions that deliver genuine operational visibility make that possible; those that create additional complexity make it harder. ## **Translating Operational Excellence into Financial Performance** The thread connecting these capabilities is data: captured accurately at the point of service, integrated with enterprise systems, and made available for financial analysis and decision support. For finance leaders navigating new challenges and constrained resources, mobile workforce management is an opportunity to close visibility gaps and improve financial planning. Skedulo delivers operational efficiency and visibility through an intelligent scheduling platform designed for the complexity of large frontline workforces. Native integrations with Salesforce, ServiceNow, and leading ERP systems ensure operational data flows into financial workflows without manual intervention. Configurable scheduling rules optimize resource deployment against multiple objectives simultaneously. Real-time dashboards provide the visibility finance teams need to monitor performance, identify issues, and validate forecasting assumptions. The proof is in customer outcomes. [**Skedulo users **](https://www.skedulo.com/customers/)report measurable gains across the metrics finance leaders care about most: - **48%** — Reduction in scheduling time, freeing ops and finance teams from manual coordination overhead. - **20%** — Improvement in resource utilization, delivering more billable work from the same workforce capacity. [Request a demo](https://www.skedulo.com/book-a-demo/) to see how Skedulo can improve your financial operations and visibility. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams-old/" type: "blogPost" title: "How Mobile Workforce Management Affects Finance Teams" author: "Ed Backhouse" date: "2019-05-07" description: "Mobile workforce management solutions can help finance teams reduce overhead costs, improve cash flow, and drive business growth." lastmod: "2026-04-03" --- # How Mobile Workforce Management Affects Finance Teams Published May 7, 2019 · Updated April 3, 2026 · By Ed Backhouse · 5 min read When your business sends teams of people to work onsite with customers, it offers reward and creates risk at the same time. The reward is happy customers who stay loyal to your business, which is [increasingly rare in today’s economy](https://www.forbes.com/sites/jaysondemers/2017/06/09/is-the-concept-of-brand-loyalty-dying/). The risk is that as soon as employees walk out the door, or work is turned over to contractors, your business loses control over the experience. The casym between what actually happens and the data that comes back to the office can seem impossible to surmount. And when the mobile employees that are in front of your customers lack the proper tools to do their work, their satisfaction drops and turnover increases. Managing mobile work effectively requires new technologies and processes. That’s why mobile workforce management technology is a huge boon to businesses that meet customers where they are. It’s a software category that helps connect all the data and people who are touched by mobile work to create better financial outcomes, including efficient use of resources, customer retention, and engaged employees. For finance teams, mobile workforce management can help you protect your company’s financial integrity by reducing costs, connecting data across the business, improving invoicing processes, and more. ### Challenges for Finance Teams The workplace of today is drastically different from the workplace of 10 years ago—and the [same goes for the CFO position](https://www.sikich.com/wp-content/uploads/2018/03/finance_trends_ebook_ops.pdf). In the age of digital disruption, financial executives are taking on a more far-reaching role with a broader impact on the organization. Their knowledge and expertise increasingly cross business functions, including IT, operations, and business strategy. Some challenges that financial teams face today are: - **Efficiency**: Reducing and streamlining non-revenue-generating activities cuts costs. Efficiency enables CFOs to invest the savings in other business areas, but it can be difficult to determine where to cut without impacting growth. - **Return on investment (ROI)**: Prioritizing new expenditures in technology that will create [significant long-term cost savings](https://www.skedulo.com/blog/roi-of-mobile-workforce-management/) enterprise-wide is a priority for anyone in Finance. - **Bottom line growth**: Making decisions that enable companies to capitalize on new revenue opportunities and avoid risk is the seemingly contradictory responsibilities facing every CFO. ## Empower Your Finance Team with Mobile Workforce Management Managing a distributed workforce is complex. Companies must enable their employees to be productive and collaborative while working onsite with customers, where the tools and support surrounding desked employees in the office is not available. At the same time, management requires [visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) to run the business efficiently and cost effectively. This is where mobile workforce management comes in. [Mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) is a category of software that helps manage employee scheduling, capacity, and more in order to increase productivity, ROI, and long-term growth. Mobile workforce management (MWM) tools use intelligent automation to give managers more visibility into their workforce and [collect the right data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) to use in future decision-making. MWM can uniquely address the challenges that your finance team faces. Let’s explore how. ### Reduce Overhead Costs Whether mobile employees are in primary revenue-driving roles or not, managers need to keep overhead costs down. The most effective ways to reduce costs are to cut travel time between clients, increase [utilization](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/), and eliminate missed or late appointments. Greater workforce visibility helps managers identify the most likely opportunities to reduce costs and keep remote teams working efficiently. Mobile workforce management tools allow managers to optimize their remote workers’ day so they can increase productivity. An intelligent MWM system will automatically optimize travel routes, estimate job completion time more accurately, and replace or add staff to a project seamlessly, without interrupting business. ### Provide Trustworthy Data for Financial Decision-making Finance teams rely on accurate data for insight into the health of the business. One of the CFO’s greatest potential strengths is the ability to capture and make better use of data to increase the efficiency and effectiveness of departments across the organization. Without the right data, finance teams are at risk of making ill-informed decisions. Inaccurate or incomplete data about your mobile workforce, including revenue- or cost-generating activities, can lead to all kinds of problems, such as inaccurate financial forecasting. A primary advantage of a mobile workforce management system is its ability to collect and centralize trustworthy data for more accurate financial forecasting. An intelligent mobile workforce management platform [collects data from the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) and instantly shares it with your CRM or other enterprise systems. Your mobile workers can record key metrics, such as when they arrive and how long it took to complete a project, supplying the data needed to estimate resource requirements and demand for specific services or skills. With a wealth of data at your disposal, you can make decisions that increase efficiency and profitability. A strong mobile workforce management system also manages information about customer preferences and employee skills. With that information, [operations managers](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) can assign mobile workers to cases based on the best fit for skills and prior relationships. This alignment leads to greater customer satisfaction, which leads to a higher customer retention rate and a healthier bottom line. ### Drive Faster, More Accurate Invoicing If your billing department has ever accidentally invoiced a client for the wrong amount, you understand how time-consuming invoice errors can be. A mistake as simple as an employee transposing a number can create huge financial issues that result in inaccurate cash management and damaged customer relationships. A more serious error, like a no-show or failed appointment that wasn’t properly recorded, can cause a lot more pain than a headache. With mobile workforce management software, all data necessary to bill for a service is captured electronically—no more manual, time-consuming paperwork—enabling more accurate billing that translates into faster, more consistent cash flow. One company, Area Wide Protective, [reduced invoice errors by 41%](https://www.skedulo.com/customers/area-wide-protective/) after implementing a solution that provided service delivery information directly to the billing team via the company’s CRM system. ### Centralize Information for Increased Productivity and Collaboration When companies lack visibility into what is happening offsite, the results are inefficiencies and poor customer experiences. By providing mobile employees immediate access to relevant customer data, including that customer’s service history, purchased product information, employee interactions, stated preferences, and more, they can more quickly complete projects, resolve issues, or close sales. Companies using mobile workforce technology gain a unified view of business performance that integrates information from the mobile workers and the back office. They have real-time data of every customer’s interaction with the business. This access to insights drives more timely decisions, and CFOs can easily identify underperforming areas and take action to prevent further revenue loss. ## A Mobile Workforce Management Solution for Your Finance Goals Skedulo is an intelligent mobile workforce management solution that gives comprehensive, real-time data to better understand who the customers are, how the business is running, and how growth strategies affect the bottom line and improve ROI. [Schedule a free demo](https://www.skedulo.com/book-a-demo/) to see how Skedulo can improve your business today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it/" type: "blogPost" title: "4 Key IT Benefits of Mobile Workforce Management Technology" author: "Ed Backhouse" date: "2026-04-03" description: "A mobile workforce management solution helps overcome significant IT problems, improve efficiencies, and achieve business objectives." lastmod: "2026-04-03" --- # 4 Key IT Benefits of Mobile Workforce Management Technology Published April 3, 2026 · By Ed Backhouse · 7 min read For IT leaders at companies with large mobile workforces, the challenge is clear: support frontline workers with enterprise-grade technology while managing the complexity of distributed data, diverse devices, and evolving security requirements. [Frontline workers represent more than three-quarters](https://www.emcap.com/technology-for-the-deskless-workforce-2020) of the global workforce. But these roles—field technicians, home healthcare providers, installation specialists, and mobile service professionals—have been underserved by enterprise technology. While office-based employees benefit from integrated collaboration tools, Customer Relationship Management (CRM) systems, and streamlined workflows, frontline workers often contend with disconnected systems, limited mobile access, and technology that wasn't designed for field conditions. This gap creates costly problems for IT teams: fragmented data across multiple systems, security vulnerabilities from unauthorized workarounds, device management complexity, and the burden of building custom solutions without adequate platforms. With [92% of companies planning to invest in AI capabilities](https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/superagency-in-the-workplace-empowering-people-to-unlock-ais-full-potential-at-work), IT leaders are also grappling with how to deploy intelligent automation for mobile work while maintaining data controls, governance, and security. Mobile workforce management technologies provide a unified foundation for frontline operations. For IT teams specifically, they deliver benefits across four critical areas: data centralization, security, device management, and custom solution development. ## **Challenges IT Leaders Face with Frontline Worker Technologies** IT and Digital Transformation teams responsible for the technology needs of a large mobile workforce face unique challenges: - **Data fragmentation:** Field service data often resides in spreadsheets, emails, CRM systems, and paper forms, making it difficult to maintain integrity and [generate reliable insights from field data](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/). - **Security vulnerabilities:** When enterprise tools are difficult to use, [56 percent of frontline workers resort to unsanctioned technology](https://www.emcap.com/technology-for-the-deskless-workforce-2020), creating shadow IT risks. - **Device diversity: **Supporting multiple device types, operating systems, and connectivity scenarios adds complexity. - **Integration demands:**[ Mobile workers](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) need real-time access to data from CRM, HR, ERP, and other systems, which requires robust API infrastructure. - **Custom development burden:** Frontline workflows often require customization that IT teams must build and maintain. Mobile workforce management platforms help IT teams address each of these challenges while maintaining strategic alignment with business objectives. ## **How Mobile Workforce Management Empowers IT Teams Supporting Frontline Workers** ### **01. Centralized access to key data** Data fragmentation is one of the most persistent challenges for IT teams supporting mobile workforces. When field data is scattered across multiple platforms—scheduling in one system, job notes in another, customer records in a third—maintaining data integrity becomes nearly impossible. The costs are high:[ employees spend 30% of their workweek searching for information](https://www.airtable.com/lp/resources/reports/crisis-of-the-fractured-organization) they need to do their jobs. For frontline workers operating in the field, this inefficiency translates to delays, errors, and frustrated customers. Consider this scenario: A field technician completes a maintenance call and notes that specific replacement parts need to be ordered for a follow-up visit. If this data isn't captured in a centralized system accessible to procurement, scheduling, and customer service, the order doesn't get placed, the follow-up doesn't get scheduled, and the customer is left waiting—likely taking their business elsewhere. Mobile workforce management platforms eliminate these gaps by centralizing all field service data in a single system of record. This centralization delivers multiple benefits for IT teams: - **Improved data integrity:** Eliminates reconciliation errors across platforms - **Simplified data governance:** Consistent data structures and access controls - **Better analytics:** Leadership gains reliable, reproducible data for strategic decision-making - **Reduced integration complexity:** Fewer point-to-point integrations to maintain When IT teams can trust the data flowing from field operations, they can focus on strategic initiatives rather than troubleshooting data quality issues. ### **02. Improving data privacy and security for the mobile workforce** When enterprise systems are difficult to use, employees find workarounds. For frontline workers, this often means using personal devices, consumer apps, or manual processes to get their jobs done—creating significant security and compliance risks. The scope of this problem is substantial:[ 56 percent of frontline workers use unsanctioned technology](https://www.emcap.com/technology-for-the-deskless-workforce-2020) to perform their work, and 53 percent turn to consumer-grade apps to fill gaps in enterprise tooling. For IT teams, these shadow IT practices create multiple concerns: - **Data exposure:** Sensitive customer and business data stored in unsecured personal apps - **Compliance violations:** Unauthorized data handling can violate HIPAA or other requirements - **Access control gaps:** No visibility into who is accessing what data - **Incident response challenges:** Difficulty identifying and containing breaches Consider a home healthcare scenario: A nurse visiting six patients per day needs quick access to the schedule, patient information, care requirements, and addresses. Without a user-friendly mobile solution, that nurse might list patient information in a personal notes app—creating a HIPAA violation and potential data breach. Mobile workforce management platforms reduce these risks by providing frontline workers with technology that actually works for their needs. When field teams have[ mobile-first tools designed for their workflows](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), they don't need workarounds. Additionally, centralized platforms give IT teams the ability to implement security measures consistently across the organization: - **Data masking:** Sensitive information is protected everywhere it appears - **Access controls:** Role-based permissions for field data - **Audit trails:** Complete visibility into data access, modifications, and [automation triggers](https://www.skedulo.com/blog/field-service-automation/) - **Mobile device management integration:** Consistent security policies across devices ### **03. Compliant field operations from any device** Whether your organization has a bring-your-own-device (BYOD) policy or provides mobile hardware to employees, supporting the full range of devices and operating systems used by frontline workers is complex. A robust system for the frontline simplifies this challenge by being truly device-agnostic. The platform should work seamlessly on any device—smartphone, tablet, or laptop—and any operating system—iOS, Android, or web browsers. This flexibility means: - **No device restrictions:** Employees aren't limited to specific devices to access key capabilities - **Simplified**[ **enterprise mobility management**](https://www.skedulo.com/blog/what-is-enterprise-mobility-management/)**:** Consistent experience across device types - **Reduced support burden:** Fewer device-specific issues to troubleshoot - **Faster onboarding:** New workers are productive immediately on their preferred devices The [digital transformation of frontline work](https://www.skedulo.com/blog/digital-transformation-field-service/) can also simplify regulatory and compliance updates. Instead of pushing changes across multiple systems, IT teams can implement large-scale updates within a single platform to comply with internal policy changes and external regulatory mandates. ### **04. Easier development, testing, and deployment of custom solutions** Frontline workflows often require customization. Industries with mobile workers have unique processes, compliance requirements, and standard operating procedures that don't fit neatly into off-the-shelf software. Traditionally, this means IT teams must build custom solutions from scratch—a significant investment in development resources, testing infrastructure, and ongoing maintenance. For teams without extensive front-end development or UX expertise, this burden can be overwhelming. Modern frontline worker technology is designed to accelerate custom solution development: - **No-code and low-code frameworks:** IT teams can build and publish extensions and integrations without extensive coding, enabling faster deployment of solutions that [help frontline workers perform their jobs more effectively](https://www.skedulo.com/blog/field-service-perspectives-what-were-hearing-and-where-were-going/) - **Custom code capabilities:** For more sophisticated requirements, platforms like Skedulo provide[ comprehensive technical documentation](https://developer.skedulo.com/) that enables IT teams to develop custom solutions autonomously, focusing resources on the most critical business needs - **Customizable forms:** Job notes, customer surveys, safety checklists, and other field data capture tools can be configured to support specific workflows and impact key performance indicators (KPIs) [like customer satisfaction and first-time fix rates](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) - **Robust APIs and integrations:** Pre-built connections to CRM, EHR, HR platforms, and other enterprise systems make it easier to bridge data silos and ensure everyone has real-time access to the information they need Together, these capabilities enable IT to create user-friendly interfaces that truly fit frontline workflows—and continuously improve them based on data and feedback from the field. ## **How Connexin Used Mobile Workforce Management to Transform Operations** [Watch the video](https://youtu.be/fdcJUVa5KgE) [Connexin](https://www.skedulo.com/customers/connexin/), a telecommunications company building fiber and broadband infrastructure across Yorkshire, England, needed to scale operations rapidly while maintaining service quality. With[ over 25,000 connected customers](https://businessmondays.co.uk/connexin-powers-ahead-reaches-impressive-25000-connected-customer-milestone/) and an ambitious growth trajectory, the company's field engineering team was constrained by systems that couldn't keep pace. The core problem was familiar to many IT teams: field engineers couldn't provide real-time updates to the office-based scheduling and operations team. Instead, engineers had to deliver in-person end-of-day updates—making it impossible to adjust schedules dynamically, respond to changing conditions, or provide customers with accurate service windows. The existing system also lacked the customization and integration capabilities Connexin needed to solve these issues. After implementing Skedulo's mobile workforce management platform, Connexin achieved the data bridge needed to connect field and office teams. The platform's API capabilities enabled integration with other critical systems, creating a unified operational environment. Field engineers now provide real-time updates, schedulers can adjust on the fly, and customers receive a significantly improved experience. > We can now offer a greater experience for our customers, scheduling, and engineering teams. Our software team can integrate via API so customers can book around their own availability. > > — Emily Halsey, Connexin As Emily Halsey, Connexin's Engineering Operations Manager, explained: "We can now offer a greater customer experience, as well as a greater work experience for our scheduling teams and our engineering teams. Our software team can integrate via API so customers can book their own jobs around their availability." ## **IT Teams Can Thrive With the Right Frontline Worker Technology** For IT leaders managing the technology needs of frontline workforces, mobile workforce management platforms offer a path forward: centralized data that's easier to govern, strengthened security through user-friendly tools, simplified device management, and accelerated custom development. Skedulo's mobile workforce management platform provides a mobile-first foundation designed for frontline work. With comprehensive[ developer documentation](https://developer.skedulo.com/), native integrations with enterprise systems like Salesforce and Workday, and a dedicated support team, IT teams have the resources needed for successful implementation and ongoing optimization. [Request a demo](https://www.skedulo.com/book-a-demo/) to see how Skedulo can support your IT team and frontline workforce. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it-old/" type: "blogPost" title: "How Mobile Workforce Management Affects IT" author: "Marie Francis" date: "2019-04-15" description: "A mobile workforce management solution helps overcome significant IT problems, improve efficiencies, and achieve business objectives." lastmod: "2026-04-03" --- # How Mobile Workforce Management Affects IT Published April 15, 2019 · Updated April 3, 2026 · By Marie Francis · 3 min read More than 2.7 billion people worldwide are deskless workers, comprising 80 percent of the total global workforce. They are not anchored to a desk: not at a traditional office, remote office, or co-working environment. Companies that serve customers on site in homes, offices, and other locations rely on their mobile workers to be the face of their business and to deliver an experience that keeps customers coming back. This presents a serious challenge to IT teams whose tools and systems are almost entirely designed to serve desked employees. To address the common operational, scheduling, and mobility challenges of onsite service, smart companies are turning to a mobile workforce management (MWM) solution as part of their digital transformation. But what does this mean for IT teams? Here’s a look at how an MWM solution makes life easier for IT departments. ## Challenges Your IT Team Faces Consider the moving parts an IT team must manage: hardware, software, databases, network structure, and security. Within and across these parts is the question of where data is collected, stored, delivered, and managed. With data in so many places, IT teams often face challenges with: - Maintaining [data integrity](https://www.technologynetworks.com/informatics/blog/data-integrity-what-are-the-biggest-challenges-314887) - Obtaining sufficient, reliable, and reproducible data to drive decision-making - Creating unified processes and platforms that increase efficiency - Growing and scaling with the business when incumbent technologies lack flexibility To overcome these obstacles, IT must turn to new solutions for streamlined, improved processes. But how do you empower your IT team to meet this challenge? We’re glad you asked. ## How Mobile Workforce Management Empowers Your IT Team [Mobile workforce management](https://www.skedulo.com/what-is-mobile-workforce-management/) is a solution to help connect all the data and people who are touched by mobile work including operations teams, mobile employees, back office teams, and even end-customers. Connecting the right people and data gives organizations with mobile teams what they need to create better business outcomes, including operational efficiency, happy customers, and engaged employees. A mobile workforce management system offers powerful benefits for your IT teams. Let’s explore how. ### A Single Source of Truth for Data from Mobile Work A mobile workforce management solution offers one place to house all data about services delivered onsite with customers. It eliminates the need to reconcile data from various platforms and one-off records like spreadsheets, email, and phone calls. This makes it easier to maintain data integrity and gives leadership the [reliable and reproducible data](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) they need to drive decision-making. ### Support and Compliance Whether your company has a bring-your-own-device (BYOD) policy or provides mobile hardware to your employees, it is difficult to support all the devices and software used by your business. With a mobile workforce management system that is truly [mobile-first](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/) and supports both iOS and Android devices, IT teams can offload the headache of managing for all those variables. Furthermore, mobile workforce management systems make it easier to implement regulatory or compliance updates. Instead of updating information across multiple platforms, IT teams can make large-scale updates within the same system to comply with new requirements. ### Improved Data Security Disconnected, hard-to-use systems create an incentive for employees to use unsanctioned workarounds. They may try to work around company-regulated IT processes, log onto work systems from unauthorized devices, or use other [“shadow IT” practices](https://www.cio.com/article/3240987/shadow-it-real-world-stories-of-unsanctioned-tech.html) to get around cumbersome IT requirements. With a user-friendly mobile workforce management platform that makes work easier, not harder, employees are less likely to look for loopholes and security gaps. ### A Mobile Workforce Management Success Story With more than 15,000 customers depending on them for support and end-to-end management of their IT infrastructure, [CSG](https://www.skedulo.com/customers/csg-limited) had complex IT challenges. The company needed to find greater efficiencies, manage costs, and streamline their processes to ensure high-quality customer service. In addition, they needed to improve the utilization and performance of their service technicians. But CSG’s manual process, which included back-end work to manage the data, was very time consuming and did not collect the data the business needed to improve its operations. To remedy this, CSG added Skedulo capabilities to a complex Salesforce instance. After implementing Skedulo’s mobile workforce management platform, which seamlessly integrated with CSG’s existing software, CSG more efficiently met their business objectives and benefited from having all data in one secure platform. ## IT Teams Can Thrive With MWM If your IT team is frustrated by attempts to improve efficiencies, provide better services, and enhance customer support, a MWM solution can help significantly. Skedulo has empowered over 50,000 deskless workers (and the IT teams that back them) to perform at their best. [Book a Skedulo demo](https://www.skedulo.com/request-a-demo/) today and discover the benefits your IT team will love. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/" type: "blogPost" title: "How Mobile Workforce Management Affects Operations" author: "Ed Backhouse" date: "2019-02-24" description: "Mobile workforce management solutions can help you solve operational challenges like increasing productivity, reducing costs, and staying competitive." lastmod: "2021-10-22" --- # How Mobile Workforce Management Affects Operations Published February 24, 2019 · Updated October 22, 2021 · By Ed Backhouse · 6 min read Mobile workers now make up an unprecedented share of the working population. By 2022, the mobile workforce is expected to increase [to 1.87 billion](https://www.rcrwireless.com/20170104/opinion/2017-predictions-mobile-workforce-to-drive-further-enterprise-change-in-2017-tag10) people, contributing to 42.5% of the total global workforce. The tremendous growth in this area has created the need for organizations to think differently about how they manage employees and their work come up with innovative strategies to utilize and motivate this special category of the workforce. While the challenges involved touch every functional area of a business, many of the pain points of managing people outside of an office setting are at an operational level. In this article, we explore how a mobile workforce management (MWM) solution can address your operational concerns. MWM is not just a tactical tool—it also empowers your operations team to get the right visibility and data to make better decisions in the moment and create long-term strategies. ## The Challenges Your Operations Team Faces The term “operations” includes a wide range of roles and responsibilities, from scheduling coordinators all the way up to the Chief Operating Officer (COO). Hence, the challenges involved are diverse. Some of the key issues facing your operations team include: - Increasing productivity and efficiencies while maintaining or reducing costs - Remaining competitive and being agile - Carrying out processes consistently across your operations teams and enabling scalability - Staying up-to-date on technology, processes, and business ops; having an informed point of view about how to improve process via technology - Identifying and implementing tools that will increase the bottom line ## How Mobile Workforce Management Empowers Your Operations Team [Mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) refers to the tools you use to schedule, enable, track, and analyze the performance of mobile teams as they deliver on-the-ground support to customers. The tools involved may include processes, software, applications, networks, and other related services. Since mobile employees do not work in a traditional setting inside an office building, mobile workforce management gives rise to unique concerns for the operations team. MWM solutions help tackle them in a progressive manner. Let us explore how MWM systems can solve the issues discussed earlier: ### Increase productivity and efficiency One of the biggest challenges for senior operations leaders is to find that optimal point of workforce utilization. How can you ensure your employees are not idle, yet not overloaded? How can you optimize schedules without creating burdensome administrative work for both office and mobile workers? How can you achieve all of these without a significant dent to expenses? Mobile workforce management systems use data, intelligent matching, and optimized scheduling to make everyone that touches the system more productive and efficient. Intelligent mobile workforce management supports operations teams with the following capability: - Managing workers’ schedules, availability, certifications, experience, locations, and other key details - Using that information to match the right worker to the customer’s needs and availability - Supporting mobile workers with an app that updates their schedules in real time - Giving mobile workers access to all the customer and job data they need - Routing mobile workers efficiently from place to place - Providing in-app tools to do the job itself and capture customer information Depending on your operational goals, you can direct the system to prioritize one thing over another: an organization that wants to reduce costs may prioritize reducing time between appointments and travel time, while a company that wants to improve customer retention may choose an employee’s relationship with a given customer as the most important factor. The mobile workforce management system recognizes that priority and schedules everyone accordingly, removing the guesswork and saving you hours in scheduling and administrative work. Mobile workforce management can do amazing things for company productivity. By using Skedulo’s mobile workforce management solution, Australian nonprofit Royal Society for the Blind (RSB) doubled the number of appointments each mobile worker could take in one week. This allowed RSB to reduce staff count by 15%, leading to huge cost savings. ### Remain competitive and agile Despite meticulous planning, the reality is that mobile workers encounter frequent schedule changes. The customer may change plans, need additional service on the initial request, or prefer to work only with a specific professional. Emergency service requests may come in, which disrupts the entire schedule, or a mobile worker with a full schedule may be called away unexpectedly, impacting many people at once. Constant schedule changes or miscommunications can cause undue worker stress. If not addressed appropriately, these situations can also lead to customer dissatisfaction. With a mobile workforce management system, you can incorporate customer needs and preferences into operational decisions, such as who serves the customer and when. On the other side, a good mobile workforce platform makes it easy for your team to adjust to changes in real-time without creating chaos or frustration. ### Carry out processes consistently and scale up Consistency is key to a [great customer experience](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/), which drives customer retention. The trouble with manual solutions is that as the scale of your operations grows, it gets harder and harder to ensure superior performance in every customer interaction. Moreover, inaccuracies or discrepancies in data can lead to confusion and poor service. Mobile workforce management can help you overcome these problems by offering a unified system with[ integrated data and built-in analytics](https://www.skedulo.com/blog/workforce-analytics-for-hr-how-data-can-make-an-impact/). [Common](https://www.skedulo.com/customers/common-case-study/), a company that provides co-living offerings in dense cities, was struggling to organize property tours for prospective clients with manual scheduling processes. Double bookings and miscommunications were all too frequent. By using Skedulo as a mobile workforce management platform integrated with Salesforce data, Common unified all its data into a single system of record. This led to a range of operational improvements, including a 37% increase in property tours scheduled per month, a key sales metric which enabled the company to open new properties at a quicker pace. ## Stay up-to-date with processes and technology Too many operations teams fall into the trap of complacency: performing the same day-to-day operations with the same tools and processes as usual. But staying ahead of the competition—and preparing for [the future of work](https://www.skedulo.com/events/webinar-customer-experience-future-work/)—means avoiding complacency at all costs. Mobile workforce management helps companies dictate what work _should _look like, rather than relying on what it looked like in the past. It enables you, as an operations team, to collect data on how well your processes are playing out in the real world, then take action to improve those processes. Simply put, mobile workforce management energizes everyone by making it easier to do great work: - **Mobile workers** have the data and the tools they need to deliver exceptional on-site service. They move seamlessly from job to job, with schedule and job updates coming through in real-time. - **Operations managers** spend less time on tactical, day-to-day needs like appointment scheduling, communicating updates, or troubleshooting tools. This gives managers more time for improving operations, managing employees’ needs, and addressing customer concerns. - **COOs **managing end-to-end processes can use hard data gathered from the mobile workforce management system to make organizational decisions about investments and resource allocation. They are closer than ever to what’s happening on the ground, and they understand pain points for both customers and employees on a more intimate level. When you combine a motivated operations team with a mobile workforce management platform, customers reap the benefits. Mobile workers arrive on time, well-prepared for the task at hand, and provide consistently great service to every customer. ## Identify and Implement Tools to Solve Your Mobile Operations Pain Because MWM solutions offer so many benefits—streamlined communication, increased efficiency and agility, etc.—they are becoming a way of life for enterprises. It is forecast that the global mobile workforce management market will reach [$7.15 billion](https://www.statista.com/statistics/858633/worldwide-mobile-workforce-management-market-forecast/) in revenue by 2023. But how do you identify which tool is the right fit with your operations team? As you look for the right tool, ask yourself an important question: Is your challenge human-centric, or asset-centric? In other words, are your pain points rooted in managing people (employees and customers) or physical products (large equipment or technology assets)? This is the [key difference between mobile workforce management and field service management](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/), and knowing which is the best fit for your specific challenge will help you pick the right solution. Skedulo’s platform for intelligent mobile workforce management helps operations teams schedule, dispatch, and track jobs in the field with real-time visibility and communication. It is designed to be flexible and manage all aspects of your workforce in a unified system, including full-time employees, part-time workers, and contractors. [Book your free demo](https://www.skedulo.com/book-a-demo/) today to see how Skedulo can improve your own operations. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-can-enable-aba-therapy/" type: "blogPost" title: "How Mobile Workforce Management Can Enable In-Home ABA Therapy" author: "Lisa Giacinti" date: "2020-08-31" description: "In-home ABA therapy requires complex scheduling, communication, and visibility into the field. Learn how mobile workforce management enhances ABA services." lastmod: "2020-08-31" --- # How Mobile Workforce Management Can Enable In-Home ABA Therapy Published August 31, 2020 · By Lisa Giacinti · 6 min read Board certified behavioral analysts (BCBA) and behavioral therapists (BT) provide important therapy services to children and families in need of behavioral interventions. Many families require in-home therapy services for their children, which can be tricky to schedule, manage, and track. Technology has made it easier to deliver care more consistently and efficiently in many healthcare fields, and ABA therapy is no exception. To manage, communicate with, and empower ABA therapists to conduct health services more seamlessly, organizations need to connect supervisors and field personnel with the right tools. In turn, therapists can spend time focusing on their clients’ needs, leading to better progress and health outcomes for those in ABA therapy programs. ## What is In-Home ABA Therapy? Applied behavior analysis (ABA) is a specific type of therapy that is geared toward understanding and adjusting human behavior. This can include communication, social skills, reading, and overall learning, and is generally practiced using positive reinforcement. This type of focused therapy is particularly useful for children and adults living with autism spectrum disorder (ASD), developmental disabilities, or cognitive impairment, but can also be used to treat other conditions like: - Depression - Obsessive-compulsive disorder (OCD) - Anxiety disorders - Attention Deficit Hyperactivity Disorder (ADHD) - Anger issues In-home ABA therapy offers the same support and treatment as traditional, center-based practices, but in the comfort of the client’s own home. In most cases, a BCBA will visit the client's home to conduct an initial assessment, which will then be used to develop a behavioral care plan tailored to the client’s specific needs. Then a BT, sometimes known as a Behavioral Interventionist (BI), works with the client directly to carry out the behavioral care plan. By offering these essential services within the home, behavioral analysts and therapists [ensure proper service provision](https://www.cornerstonesil.com/the-value-of-in-home-aba-therapy/#:~:text=ABA%20is%20one%20of%20the%20most%20effective%20treatments%20for%20autism.&text=A%20key%20reason%20behind%20its,day%2Dto%2Dday%20life.) for those who may not otherwise be able to travel to center-based therapies. For example, people living with disabilities that prevent them from leaving the home or those without access to transportation can still receive ABA therapy on a regular basis. ## Telehealth ABA Therapy: Providing Remote Services While home-based therapy is certainly effective in many situations, not all people who require ABA therapy can receive treatment in their homes. Telehealth, which refers to the use of technology like videoconferencing and other digital tools to diagnose and treat medical conditions, can bridge the gap between clients and therapists when in-home or center-based therapy is not an option. The recent increase in telehealth ABA therapy services is key for people living with disabilities who may not be located in an area that can receive in-home services, or those with health conditions preventing close contact. In addition, telebehavioral health is often less costly and disruptive to patients and families. The need for remote services has become especially important [during the COVID-19 pandemic](https://www.appliedbehavioranalysisedu.org/2020/04/how-aba-students-are-handling-the-covid-19-lockdown-and-preparing-for-how-the-profession-will-be-different-in-the-post-pandemic-world/), as both in-home treatment and center-based therapy are more restricted and regulated to reduce transmission of the virus. Providing remote ABA services through telehealth therapy means people living with disabilities have even more access to treatment. Because this can be conducted without physical contact, essential services don’t need to come to a halt, and clients don’t have to risk losing progress within their care plans. ## How Mobile Workforce Management Can Help with In-Home ABA Therapy A great technology solution improves the delivery of behavioral therapy, meaning therapists can focus on improving outcomes for their clients and families. Technology to support mobile BCBAs and BTs is imperative for ensuring successful in-home and telehealth ABA services. From the first behavioral analysis session throughout every step of the behavioral care plan, [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) can help streamline appointment scheduling, time tracking, travel routes, and communication. ### Manage complex therapist and patient schedules [Mobile workforce management software](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) makes scheduling visits a breeze, whether the therapy is in-home or remote. Instead of relying on manual processes like spreadsheets for proper scheduling, a mobile-first scheduling system increases productivity by enabling ABA supervisors to: - View, manage, and adjust schedules in real time - Automate recurring appointment scheduling - Process time off requests - Schedule appointments based on travel time - Communicate instantly with therapists in the field - Match therapists and patients based on experience, qualifications, locations, or other key factors Mobile workforce management—often referred to as [mHealth technology](https://www.skedulo.com/learn/future-healthcare/)—also benefits therapists, who can keep track of appointment times, changes, and cancellations, all in one, user-friendly place. They can also manage their preferences and availability directly from the mobile app or desktop software, so every client will be paired with the right ABA therapist every time. ### Seamlessly integrate with other systems Every part of the tech stack needs to work seamlessly together, and this interoperability is [even more important in healthcare](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/). Look for a software solution that works _with _the platforms and tools you already use, and gives your business [room to grow and evolve](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/). Instead of using disparate systems to manage, schedule, track, and communicate with therapists in the field, find a platform that centralizes all your important data in one secure place. Certain technology solutions, like [deskless productivity software](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), are great for this purpose; they are built to integrate with a wide range of billing, tracking, communication, and [EHR tools](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), so you get the benefit of a full suite of tools, without sacrificing the ones you already know and love. ### Increase visibility into therapist capacity To accurately track and manage what’s going on in the field, case managers need more than [field service software](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/#:~:text=Field%20service%20management%20solutions%20are,mold%20of%20traditional%20field%20service.). Mobile workforce management or deskless productivity software helps you keep track of your therapists, nurses, and support staff in real-time. Use built-in tools to see where therapists are, track time spent at each appointment, and properly measure capacity. ABA therapists can record their services conducted and capture essential appointment information right on their mobile device, and back office staff can get full transparency into hours worked. That means [happier mobile workers](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) and more informed decision-making about the business. **Learn more about Skedulo for Autism & Behavioral Health** ### Improve communication with therapists in the field For ABA therapists who work in clients’ homes or provide teletherapy from a remote location, it can be more of a challenge to manage appointment details, patient contact information, and updates from supervisors. With a deskless work platform, all of the crucial details—client history, appointment details, next steps, key updates—are in one secure place. Therapists and supervisors aren’t forced to use multiple modes of communication, like text messages, emails, and phone calls, to keep up with the day’s work. With a single source of truth (and just one “inbox” to check throughout the day), ABA therapists are more equipped and empowered to deliver care. ### Receive real-time updates of delays and challenges Because ABA therapists are often traveling to in-home appointments, it’s imperative to take into account potential delays that can affect clients, families, and therapists. With a mobile workforce management system, you can automatically send notifications of up-to-date arrival times and potential delays to clients and families. These proactive notifications help increase client satisfaction and decrease the chance of a therapist walking into a tense, difficult situation with a frustrated client. A solution built for the deskless workforce should also take travel routes into account. Look for a tool that automatically generates the best route within the mobile app, ensuring therapists reach their clients as soon as possible. ### Better manage and maintain client preferences ABA supervisors and therapists know that no two clients are the same. In a practice where it’s particularly crucial to identify and understand client needs and preferences, you’ll need an easy way to capture those details. A cloud-based mobile workforce management tool gives therapists one place to track and manage vital health information, details surrounding the client’s home (i.e. if the patient has pets), emergency contacts, and more. By recording and updating these essential notes, therapists can guarantee personalized, top-notch care every time. ## Enhance Delivery of ABA Therapy with Deskless Productivity Software Skedulo’s deskless productivity cloud enables in-home and remote ABA therapy services by enabling real-time communication, scheduling, and field visibility in one place. Case Managers and therapists alike can spend less time worrying about field logistics and more time carrying out essential behavioral therapy plans for clients and families. To learn more about how Skedulo can support ABA therapy services, [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-can-improve-volunteer-management/" type: "blogPost" title: "How Mobile Workforce Management Can Improve Volunteer Management" author: "Bartek Woroniecki" date: "2020-07-11" description: "Nonprofits rely on volunteers and effective volunteer management, which is often a struggle. Here’s how mobile workforce management can help." lastmod: "2020-07-13" --- # How Mobile Workforce Management Can Improve Volunteer Management Published July 11, 2020 · Updated July 13, 2020 · By Bartek Woroniecki · 6 min read The lifeblood and sustainability of nonprofits are in the volunteers. Whether it’s providing support to vulnerable people in the community, fundraiser galas, or disaster relief aid, many nonprofit organizations have a largely mobile volunteer base. Technology has opened doors for growth, efficiencies, and mobility in ways not seen before, including volunteer management. To manage, recruit, and retain members, organizations must bridge the gap between fixed-location and field personnel. This requires implementing the proper tools to enable effective communication and engagement among volunteers, allowing them to better focus on serving their communities. ## What is volunteer management? Volunteer management is also known as volunteer engagement. It includes recruiting, tracking, engaging, and retaining volunteers in an organization. Volunteers are the backbone of nonprofit organizations that provide meaningful services to communities. Typical volunteers can be individuals or groups of students, families, professionals, or retirees who want to give back. Volunteer opportunities can be both short- and long-term. Roles can range from clerical work, event support, and logistics to field work. Additionally, many nonprofits seek skills-based volunteers, such as: - Phlebotomists, nurses, and nurse assistants for health causes (e.g., blood donations) - Volunteer firefighters - Construction workers and field technicians for home building - Occupational therapists for elderly and people living with a disability - Social workers and counselors ## The importance of effective volunteer management Because volunteers are so essential to nonprofit organizations, it’s crucial to ensure they remain happy and engaged. Preventing burnout is just as important for retaining volunteers as it is for [retaining employees](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/). Proper volunteer management can increase morale and satisfaction. Happy, engaged volunteers contribute to a positive public image and often recruit others who share a passion for the cause. Thus, volunteer management should be a strategic part of an organization’s overall development plan. ## Elements of successful volunteer management Volunteer management is more than just identifying and training individuals or groups. It helps nonprofits recruit, manage, and retain volunteers (and increase productivity and effectiveness). Here are some components of successful volunteer management. ### Volunteer recruitment Recruitment involves promoting opportunities, screening, training, and onboarding volunteers. When developing and staffing volunteer programs, it’s important to identify individuals who are passionate about your mission and cause. But reaching a broad audience of prospective volunteers means recruitment can be a difficult hurdle, especially since most nonprofits spend only [2% of their budget](https://grantspace.org/resources/blog/high-impact-volunteer-engagement-six-factors-for-success/) on these efforts. It can be even more challenging for organizations with limited resources. ### Nonprofit empowerment Once you identify interested volunteers, it’s essential to place the right people in the right roles. Furthermore, it’s vital to execute an efficient training process. These help make the difference between a good and a phenomenal nonprofit. However, role assignments and training can be difficult to execute and track. Traditional systems don’t provide real-time visibility of capacity, individuals’ skill sets, or other important information needed to effectively onboard and place volunteers. ### Volunteer communication Communication is key to everything from staffing volunteers to engaging them. Proper communication enables nonprofits to train, inform, and track volunteers. It also helps you to obtain volunteer feedback in the long term. Disparate communication systems, though, often lead to logistical failures. Such failures include late arrivals, understaffed events, or a lack of up-to-date information in the field. ### Volunteer engagement It’s critical to make volunteers feel connected to both the cause and your organization. Volunteers who stay for the long haul decrease your turnover, and thus, your need to continually train new volunteers. When volunteers feel connected, they’re also likely to attract even more help. This is why nonprofits need to obtain and assess volunteer feedback regarding strengths and potential areas of program improvement. But feedback request forms sent post-training or post-event can often go unseen or be ignored. That’s valuable, actionable data from volunteers that your organization may not be capturing. **Ready to make your entire team more effective?** ## Deskless productivity cloud for volunteer management Investing in efficient technology solutions is vital for a successful volunteer program. Imagine streamlining your volunteers’ shift scheduling, time tracking, performance evaluation processes, and more—all in real time. It’s all possible, regardless of where work is completed. Automating these coordination and management efforts frees leadership and volunteers to complete other essential tasks. With [mobile workforce management](https://www.skedulo.com/industries/nonprofit-volunteer-scheduling/)—also known as a deskless productivity cloud—your organization can reap the benefits of streamlined volunteer management to ensure a successful program, backed by powerful software capabilities. ### Manage complex volunteer scheduling A deskless productivity cloud helps eliminate time-consuming manual processes—like entering schedules into a spreadsheet—and effectively reduces clerical work. Volunteers do not have to come into the office, call, email, or text to obtain or alter their schedules. This increases productivity throughout the scheduling process. A deskless productivity cloud enables volunteer coordinators to: - Create, change, and view schedules in real time - Request last minute help based on availability - Process time-off requests - Schedule recurring shifts by automation - Communicate essential information instantly - Forecast future volunteer staffing needs - Staff events based on travel time In turn, volunteers can view shift times, changes, and last-minute cancellations in one, centralized place. A mobile workforce management platform also makes it easy for deskless workers to enter and change availability and preferences, as needed. Hence, nothing falls through the cracks. That means avoiding no-shows, late-comers, or a lack of volunteers when extra hands are needed. ### Easily recruit and retain volunteers An annual survey cited both [volunteer recruitment and retention](https://volpro.net/volunteer-recruitment-challenges/) as top challenges among nonprofit organizations. The [recruitment process](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/#:~:text=Mobile%20workforce%20management%20allows%20you,growth%20opportunities%20to%20your%20workforce.) requires high levels of outreach, networking, and onboarding of volunteers. With mobile workforce management software, organizations can reach a broader audience to promote their opportunities to targeted demographics and to those who value their mission. HR can make recruitment decisions based on individual interests, skills, availability, commute times, and more. They can also distribute cancellations, safety updates, training materials, and performance criteria from one data repository. Volunteers will be scheduled at the right time and place, which results in increased retention and happier clients and volunteers. ### Seamlessly integrate with other systems When evaluating options, choose software that works with your existing workflows and systems. An effective deskless productivity cloud should integrate with a variety of other tools to make volunteer management a breeze. Instead of relying on disparate systems to coordinate, schedule, manage, and track volunteers, mobile workforce management software conveniently stores all of your data in one, succinct place. ### Increase visibility into volunteer capacity Traditional [field service software](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/#:~:text=Field%20service%20management%20solutions%20are,mold%20of%20traditional%20field%20service.) doesn’t offer as much visibility into the field as a deskless productivity cloud. It also doesn’t include the necessary capabilities to accurately measure volunteer capacity. With a deskless productivity cloud, volunteers can more effectively track their time, record their duties, and capture other important notes relevant to their roles. Management staff can view the time and place that volunteers complete shifts, ensuring accountability. In addition, full transparency into hours worked and scheduled helps avoid volunteer burnout. ### Improve communication with volunteers in the field Obtaining shift assignments, client addresses, organization updates, and more digitally is convenient for volunteers who don’t work from an office. With mobile workforce management software, volunteers don’t need to juggle emails and texts to communicate with team members. A mobile- and desktop-integrated platform enables [real-time communication](https://www.skedulo.com/blog/introducing-dynamic-messaging/) of company news, logistics, and client information—all centrally stored. Volunteers can utilize their mobile devices to capture important information. Details, such as health and vital stats, traffic updates, building entrance information, and key contacts, are captured and instantly available to other volunteers and supervisors. ### Better engagement with volunteers Volunteers want to feel connected to leadership and management within the organization. Mobile workforce management software can collect volunteers’ feedback, concerns, and suggestions for program improvement. An engaging deskless productivity cloud also allows volunteers to choose their areas of interest, as well as preferred shift times and dates. Volunteer coordinators can become better acquainted with volunteers and better optimize the program. The result? [Engaged, satisfied volunteers](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) who feel like valued members of the overall organization. ## Support and manage volunteers with deskless productivity cloud Skedulo’s deskless productivity cloud improves volunteer recruitment, retention, and engagement through streamlined communication and transparent scheduling. Regardless of your organization’s mission, you need the proper tools to help you track, monitor, and analyze your volunteer teams and their performance for increased productivity. To learn more about how Skedulo can provide tools to streamline volunteer management and help you to serve more communities, [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-can-increase-solar-sales/" type: "blogPost" title: "How Mobile Workforce Management Can Increase Your Solar Sales" author: "Bartek Woroniecki" date: "2020-05-07" description: "Solar providers must be able to easily schedule and manage mobile workers to keep up with growing demand. Here’s how mobile workforce management can help." lastmod: "2020-12-16" --- # How Mobile Workforce Management Can Increase Your Solar Sales Published May 7, 2020 · Updated December 16, 2020 · By Bartek Woroniecki · 3 min read The solar industry faces unique challenges, one of which is that sales representatives are often scattered throughout multiple big-box retail locations and door-to-door sales routes. Because of this particular dynamic, efficient and seamless communication and scheduling are critical. Solar providers require a more real-time scheduling method to ensure sales leads don’t fall through the cracks. Mobile workforce management can help keep potential customers in the sales funnel and provide the necessary tools for better customer service through simple, transparent scheduling. ## The Growing Demands for Residential Solar Power As we charge into the new decade, more people realize the benefits of shifting to residential solar power. In fact, in 2019, [46% of Americans](https://www.pewresearch.org/fact-tank/2019/12/17/more-u-s-homeowners-say-they-are-considering-home-solar-panels/) said they’ve given serious consideration to installing residential solar panels. Some states will potentially [require new homes](https://www.npr.org/2018/12/06/674075032/california-gives-final-ok-to-requiring-solar-panels-on-new-houses) to include them in the near future. This increased interest doesn’t come as a surprise, as people become more conscious of our environmental impact. Coupled with the benefit of saving money on electricity, it stands to reason that solar companies will need to scale—and quickly—in the coming years to remain competitive. When sales reps don’t have real-time availability to scheduling data, their conversion rates significantly drop. But mobile workforce management can help. ## Schedule Resources Intelligently So how does mobile workforce management actually lead to an increase in sales? Traditionally, for door-to-door or big-box store sales, customer contact typically drops off prior to even scheduling an in-home consultation. The sales rep has to take the customer’s phone number, check the constantly changing schedules of other deskless workers, and _then_ call the customer to schedule the appointment. If you’re lucky, the call doesn’t go to voicemail and the appointment is scheduled. More often than not, though, it’s never scheduled, which leads to major leaks in the sales funnel. Customers have myriad choices for a solar provider. They’re also signing up to allow a stranger in their home for installation, so the entire process must be extremely [buttoned up and seamless](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). If the solar provider fumbles the initial scheduling process—such as needing to collect customer information to contact them at a later time to schedule the consult, or dropping the ball on a reschedule—it means the opportunity to sell could be lost. Proper funnel management is absolutely essential. Ensuring efficient scheduling doesn’t need to be a challenge. [Using one centralized platform](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) means sales can schedule appointments on the spot, increasing the chances of making a sale that could otherwise be lost altogether. A great mobile workforce management platform allows your team to: - **Optimize scheduling**: Use intelligent scheduling to book onsite consultations before the customer even leaves the store or closes the front door on representatives. Real-time scheduling means [workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) to all workers, which helps your team avoid double-booking, cancellations, and rescheduling errors. - **Match customer needs to resources**: Quickly and easily select the right deskless worker for the right job at the right time. This can be based on experience, qualifications, location, or other factors, depending on what’s most important to your business. - **Capture customer data and automatically sync**: One platform means customer details, job notes, billing information, and more are all stored in one secure place. - **User-friendly platform for fast scheduling**: An intuitive mobile app works on any mobile device, so your [sales reps scheduling](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-outside-sales-teams/) in big-box stores or doing door-to-door sales can access the system at any time and get updates automatically. **Ready to make your entire team effective?** ## A Solar Case Study with Mobile Workforce Management Solar energy provider [Sunrun](https://www.skedulo.com/customers/sunrun/) used mobile workforce management to optimize sales operations and scale their business. After realizing the scheduling challenges they faced with representatives in big-box stores, Sunrun sought a higher level of transparency into where its deskless workers were located, both in the field and at retailers, and when they were available. By implementing a powerful deskless workforce platform, Sunrun gained visibility into where employees were and made it much easier to schedule consultations. And since the solution integrated easily with Sunrun’s existing Salesforce CRM, Sunrun saw almost immediate improvements in efficiency, enabling more (and faster) growth. As a result, Sunrun now spends less time scheduling and more time dispatching the best fit sales rep to the right stores, and effectively closing more sales. ## Schedule and Sell with Mobile Workforce Management Skedulo’s mobile workforce management platform helps solar providers manage their deskless workers by optimizing the scheduling process. With worker and customer details in one platform, sales reps have total transparency into availability, planning, and location. In turn, your team can more easily avoid leaks in the sales funnel. To learn more about how Skedulo can help boost your solar sales,[ book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-management-can-support-frontline-workers/" type: "blogPost" title: "How Mobile Workforce Management Can Support Frontline Workers" author: "Bartek Woroniecki" date: "2020-06-18" description: "Frontline workers must be properly supported and motivated to provide great service in the field. Here’s how mobile workforce management can help." lastmod: "2020-12-16" --- # How Mobile Workforce Management Can Support Frontline Workers Published June 18, 2020 · Updated December 16, 2020 · By Bartek Woroniecki · 6 min read Frontline workers are an essential cog in many organizations, as their contributions in the field directly affect patient and customer satisfaction. But because these employees complete services outside of the office, it’s crucial to keep frontline workers engaged through motivation and support. This means providing the proper tools for success in the field. ## What are frontline workers? Frontline workers, also referred to as deskless workers, are employees or contractors who spend the majority of their days working in the field rather than in an office setting. For example, this includes healthcare clinicians, support workers, occupational therapists, nurses, and any other workers who directly provide services to patients, wherever they may be needed. They’re truly the bedrock of organizations that rely on customer service and delivery for success. Frontline management, then, should be considered mission-critical, especially as organizations look to both support employees and continue to provide excellent service during critical times, such as [a global pandemic](https://www.skedulo.com/blog/healthcare-trends-during-covid-19/). Frontline management includes utilizing a strategy for motivating and empowering frontline workers. The need for such a strategy has certainly been magnified by the COVID-19 crisis, highlighting the heroic, tireless efforts of frontline workers. Supporting frontline workers should be at the forefront of management priorities moving forward, as well. ## Best practices for supporting frontline workers Supporting your frontline workers doesn’t have to be a shot in the dark. Whether you’re just now developing a strategy for motivating deskless workers or are taking your strategy back to the drawing board as a result of the ‘new normal’ from the Coronavirus, there are some tried-and-true best practices you can follow for success. ### Enable communication Because frontline workers aren’t consistently part of the office environment, they’re not able to access information in the same way as fixed-location employees. They rely on receiving information about mobile work, customers, company news, and more digitally. If they aren’t able to easily send and receive communications between team members, managers, or patients, details will likely fall through the cracks. It’s imperative that organizations enable seamless, accessible communication for frontline workers to keep them motivated and successful. ### Improve your scheduling process A huge part of managing frontline workers is ensuring that you’ve scheduled the right worker at the right time for the right job. [Scheduling errors or manual processes](https://www.skedulo.com/blog/) could mean dropping the ball on appointments, over-scheduling employees, or sending a worker unprepared to a job. By improving your scheduling process, you’ll ensure that the right worker properly delivers services every time, based on availability and requirements. ### Utilize the proper tools Frontline workers deliver services in a variety of locations, so they require a distinct set of tools. Because they’re often on the go, they need quick, seamless access to those technologies. Assuming that your frontline workers should (or even can) make do with the same technology given to fixed-location employees is a common misstep that should be avoided. Providing intuitive tools for frontline workers that centralize communication, scheduling, and field data can yield better support for workers and alleviate the challenges of day-to-day management. [Watch the video](https://youtu.be/CgqmBaECY18) ## Mobile workforce management for frontline workers While following [best practices for supporting your frontline workers](https://www.skedulo.com/learn/field-service-overview/) is necessary for developing or building upon your management strategy, it’ll only get you so far without the proper platform. A powerful, robust mobile workforce management solution will enable you to manage frontline workers while increasing motivation, engagement, and—ultimately—productivity. ### Ensure real-time communication Whether there’s a company update or an appointment cancellation or request, deskless workers need real-time access to schedules and other resources, all in one convenient place. Mobile workforce management software helps reduce miscommunication and facilitates knowledge sharing with [instant communication through one tool](https://www.skedulo.com/product/messaging/). For frontline workers, this is especially important, as they must quickly navigate their ever-changing resources, schedules, and patients. ### Utilize easy, up-to-date scheduling A deskless productivity cloud can be configured to automate [the scheduling process](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/), taking into account meeting and travel times, preparation, and other factors. This produces a more accurate view of the capacity of frontline workers, helping them avoid missed appointments, burnouts, and delays due to travel time. ### Track employees’ time and locations on the job Managers and team members with access to real-time location tracking and live travel updates have a [better understanding of operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/). For frontline workers who have set appointment times and durations, it’s crucial to accurately track when they’ve arrived on the job and when they’ve completed the service. For managers, transparency into where their deskless employees are and where they’re headed next at any given moment is vital. A mobile workforce management platform can keep track of all of this data in real time, even as schedules and conditions change. ### Intelligently improve service delivery, even offline Frontline workers don’t always have the luxury of a steady wifi connection throughout the work day. If a deskless worker is en route to a job in the field that’s outside of a wifi or coverage zone, it’s imperative that they can still access information offline. Service delivery should never be interrupted by poor connectivity, and with a deskless productivity cloud with offline capabilities, it doesn’t have to be. **Want to see the product in action?** ### Engage with deskless workers and customers Engaging with customers through SMS messages to alert them of your arrival (or even delays) is a simple but powerful way to ensure great service. Just as important is [providing engagement](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/#4f84ff22a03b) through real-time communication with your frontline workers, who need to remain up-to-date with their appointment times, cancellations, and travel routes. A mobile workforce management app can automatically notify workers through responsive, dynamic updates. ### Optimize routing to job locations Frontline workers are frequently faced with delivering services in areas with which they may be unfamiliar. This can be particularly stressful when a mobile worker has back-to-back jobs that require traveling from one location to the next as quickly as possible. A powerful mobile workforce management solution will optimize routes within a centralized app, engaging your frontline workers even further. ### Obtain contactless customer sign-off at delivery completion Service delivery is, of course, an essential part of a frontline worker’s day to day. So is obtaining customer sign-off at job completion, which increases productivity and reduces the inefficiencies often caused by having to wrap up details after returning from the field. A deskless productivity cloud that allows mobile workers to [acquire sign-off without contact](https://www.skedulo.com/blog/skedulo-covid-19-initiatives/) means instantly (and safely) capturing important details that may have otherwise been overlooked. ### Maintain employee and patient information Part of delivering excellent service is having the ability to update and maintain information—both from your patients and your frontline employees. If, for instance, a home healthcare provider visits a patient who has developed a drug allergy, that vital piece of information should be tracked. With a mobile workforce management platform, the mobile worker can instantly capture such patient details, which results in an even better, more tailored service during the next interaction. The benefit of tracking personal information extends to the worker, too, as a deskless productivity cloud can store details about certifications, skill sets, and availability for better scheduling. ### Access tools from one powerful platform The ability to schedule, store information, and communicate is absolutely imperative for frontline workers. But in order to successfully empower frontline employees while also improving productivity, you’ll need a powerful platform that can do all that (and more) in one succinct place. Mobile workers who feel engaged are armed with the proper tools to complete their jobs effectively and efficiently. A mobile workforce management system provides deskless workers with access to those tools in one intuitive, seamless place. Add in the ability to automate schedules, optimize routes, easily obtain sign-off, and track time and location—and the capability to do it all offline—and you’ll set your frontline workers up for success. ## Support your frontline staff with mobile workforce management Skedulo’s mobile workforce management platform helps managers empower their frontline workforce with up-to-date scheduling, optimized routes, seamless communication, and location tracking. Whether your frontline workers are on or offline, they’ll have the tools they need to provide excellent service to patients who need it most. To learn more about how Skedulo can provide the tools that empower your frontline team, [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/" type: "blogPost" title: "How Mobile Workforce Tech Can Improve Worker Safety" author: "Laura Przybek" date: "2019-02-12" description: "The rise of the mobile workforce brings new safety concerns. It's time to consider how your mobile technology can increase safety and empower workers." lastmod: "2023-09-21" --- # How Mobile Workforce Tech Can Improve Worker Safety Published February 12, 2019 · Updated September 21, 2023 · By Laura Przybek · 5 min read In many industries, employees’ work carry safety risks. These risks can be managed, but not when treated as afterthoughts to the business. The [companies with the best safety records](https://www.ehstoday.com/americas-safest-companies-awards/americas-safest-companies-2018) treat risk management as a strategic priorities that drive decisions. But even with a culture of safety, it can be a struggle to get workers to simply complete the tasks that are designed to protect them. That’s why, despite the fact that worker safety goals or even compliance is prerogative for so many companies, it’s a struggle to execute. Whether safety concerns are tied to protective equipment and tools, materials handling, or data security, businesses need tools and processes to ensure compliance--right down to the devices in your workers' hands. ## Mobile Work Brings Added Complexity for Worker Safety Mobile, remote and 3rd party work environments are nearly impossible for businesses to control. Mobile workers and field techs, in particular, are often at offsite locations. They may work on a construction site, inspect a piece of industrial machinery at an energy plant, or service large equipment in a restaurant. No matter the job site, your mobile workers face [unique safety challenges](https://www.ehstoday.com/safety-leadership/growing-mobile-workforce-creates-new-safety-challenges). In many countries, governments are adapting workplace safety rules to fit the new era of work: - U.S. companies are required to follow Occupational Safety and Health Administration (OSHA) rules and uphold their [Duty of Care](https://www.fisherphillips.com/newsroom-news-international-sos-foundation-and-fisher-phillips-llp) to keep workers safe, no matter where employees work. Failure could lead to lawsuits, insurance claims, government action, and damage to the company’s brand and reputation. - In Canada, the [Canadian Centre for Occupational Health and Safety](https://www.ccohs.ca/oshanswers/hsprograms/workingalone.html) has set rules for managing mobile workers. These include establishing check-in procedures, such as assigning primary contacts within the organization, establishing alternative methods of communication in case mobile phones don’t work, and creating detailed travel plans—listing workers’ destinations, estimated times of arrival and return, modes of travel, etc. - The United Kingdom has established new [corporate manslaughter](https://www.hse.gov.uk/corpmanslaughter/about.htm) laws. The new rules empower British authorities to investigate or prosecute businesses for mishandling preventable risks. In such a complex regulatory environment, businesses need all the support they can get to keep mobile employees compliant without sacrificing productivity. Mobile workforce technology can help you achieve both. ## Safety Checklists and Reporting Within Mobile Workforce Management Systems Mobile workforce management systems provide a myriad of benefits for businesses with mobile employees. Thanks to technology capabilities, mobile workforce management allows you and your mobile workers to remain in constant contact and boost workers’ productivity and safety. While [mobile workforce management platforms](https://www.skedulo.com/blog/roi-of-mobile-workforce-management/) offer many benefits, among the most important safety benefits are in the mobile safety checklists and incident reporting. A great platform will provide safety checklists relevant to the job assignment and elevate an incident within an organization should one occur. When workers use these tools, managers can: - Confirm compliance without adding friction to work. - Troubleshoot in real-time. - Capture relevant safety details. - Verify worker and client safety via photos and signatures. Furthermore, mobile workforce management (MWM) platforms allow managers to adjust tasks and assignments, then communicate changes to the whole team, in real-time. This makes it easier to stay connected and share safety instructions, step-by-step work guides, and risk assessments. Check out these secrets to evaluating your [mobile workforce solution](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/), or request a free demo today. ## Additional Safety Features Within Mobile Workforce Technology.. Mobile workforce management platforms provide the foundation that you need—data sharing, documentation, communication, and more. In order for your workforce to reap the benefits of mobile workforce management, the platform must be user-friendly and easy for mobile workers to access. In addition to safety checklists, great mobile workforce management apps empower mobile workers with other tools to be productive and reduce risk as they care for your customers. A [great app for mobile workers](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) may offer: - Secure access to customer data so mobile workers arrive equipped with the knowledge they need to keep tasks predictable and safe. - Location services to help managers [quickly pinpoint a worker’s location](https://globenewswire.com/news-release/2018/12/19/1669727/0/en/People-Monitoring-and-Safety-Solutions-Markets-2022-Focus-on-North-America-Europe-Number-of-Monitored-Lone-Workers-in-Europe-and-North-America-Reached-900-000-in-2017.html) to send help in case of an emergency. - The ability to capture documents, photos, and signatures in job notes to protect workers and the company from insurance claims, lawsuits, and more. - Routing assistance to help workers arrive safe and on time, every time. This also reduces the risk of workers feeling pressured to cut corners on safety and rush to the next appointment. When your employees are empowered with tools to make customer interactions smoother, they can put more energy into completing necessary compliance tasks and ensuring their own safety. ## Mobile Workforce Safety Affects Various Industries The safety concerns for mobile workers aren’t just limited to certain industries—mobile workforce safety cuts across many sectors. In-home health care workers, for example, often work alone. They can face a variety of [safety risks](https://www.safetyandhealthmagazine.com/articles/14346-niosh-osha-partner-on-training-to-address-risks-of-home-health-care-work), including agitated patients, work-related injuries, or exposure to pathogens. Mobile workforce technology can help deliver the information workers need to prepare for the next call, upload visit notes quickly, summon help, or to ping their location to a home office in case of emergency. Another example is [in-home disability services](https://www.skedulo.com/customers/easterseals-bay-area/). These mobile workers can use mobile workforce technology to make care more streamlined and higher quality, with patient data all in one location. This simplifies in-home visits with special needs patients, reducing risk to practitioners and clients, alike. [Residential and commercial services](https://www.skedulo.com/customers/servicemaster-residential-vancouver/), such as carpet or window cleaning, have also used mobile workforce technology to improve employee health and safety compliance requirements. With the ability to gather data and keep accurate records, field workers can also narrow the "trust gap" and reduce risk later on. Even organizations in the safety industry use mobile workforce management systems to completely redesign scheduling, dispatch, and logistical tracking processes. These businesses can use the technology to free up workers to focus on keeping work zones safe. One example is [AWP](https://www.skedulo.com/customers/area-wide-protective/), a company that uses the technology to pair seasoned workers with new employees to learn the job and maintain job safety. ## Mobile Workforce Management Can Transform Your Business Driven by new technology and demand from customers, the mobile workforce continues to grow and expand across the spectrum of industries across the globe. As your company’s mobile workforce grows to meet the demands of an evolving high-tech world, your company’s safety policies, procedures, and technology must evolve to grow with you. With a great mobile workforce management system that gives employees everything they need, right at their fingertips, your business can boost both productivity and worker safety. Skedulo’s MWM platform allows businesses to deliver vital job safety information and compliance policies to mobile workers, confirm workers’ safety in real-time, and much, much more. [Request a demo](https://www.skedulo.com/) to see how Skedulo can help your business meet your mobile worker safety goals. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-nonprofits-can-scale-direct-service/" type: "blogPost" title: "How Nonprofits Can Scale Direct Service" author: "Angela Gonzales" date: "2020-01-27" description: "With more than 1.5 million nonprofits in the U.S. alone, and the increasing needs of a growing global population, nonprofits simply can’t keep up with the needs of the communities they serve, much less worrying about trying to grow. Mobile workforce management can help get the right person to the r…" lastmod: "2021-07-15" --- # How Nonprofits Can Scale Direct Service Published January 27, 2020 · Updated July 15, 2021 · By Angela Gonzales · 5 min read With more than 1.5 million nonprofits in the U.S. alone, and the increasing needs of a growing global population, nonprofits simply can’t keep up with the needs of the communities they serve, much less worrying about trying to grow. Mobile workforce management can help get the right person to the r… With [more than 1.5 million nonprofits](https://nccs.urban.org/publication/nonprofit-sector-brief-2018#the-nonprofit-sector-in-brief-2018-public-charites-giving-and-volunteering) in the U.S. alone, and the increasing needs of a growing global population, nonprofits simply can’t keep up with the needs of the communities they serve, much less worrying about trying to grow. Mobile workforce management can help get the right person to the right place at the right time, helping your organization to serve more clients each day. Traditional field service software doesn’t offer organizations to proactively monitor what’s going on in the field and make timely corrections—but mobile workforce management software does. Essentially, a mobile workforce management solution enables your nonprofit to fulfill a promise to the community and deliver on its philanthropic goals. Let’s take a look at how mobile workforce management solutions help two key players in nonprofits: field staff and operational staff. ## Enable Your Field Staff to Deliver on Your Promise Field workers are not just employees, but passionate partners in your nonprofit’s community service. Therefore, it’s important to engage and communicate with your workers, give them the necessary tools to excel at their jobs, and structure their everyday routine to be as efficient as possible. These days, traditional field service software just won’t fit the bill. Mobile workforce management solutions take field service software to the next level, promoting a positive culture and helping field workers flourish through its many benefits, including: ### 1. Building long-term client relationships Your nonprofit is built on client relationships, so you need a solution that helps you solidify, strengthen, and maintain strong relationships. Unlike a typical time and attendance tracking application, a mobile workforce management tool intelligently assigns schedules. This can have a [profound impact](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) on the communities you serve. For example, a smart mobile workforce management platform reduces your field staff’s travel time. The worker’s schedule for the day is created based on clients’ locations—clients on the north side of town have appointments grouped together, and southside clients’ appointments are grouped together, as opposed to the worker bouncing back and forth all day across town. Furthermore, a mobile workforce management platform matches your workers’ skillsets with client needs. As a result, long-term relationships build and grow because you’re giving clients the best possible care from the best-suited worker. **Ready to make your entire team more effective?** ### 2. Spending less time on administrative tasks and more time helping communities Traditionally, field staff would jot down client visit details on paper and then return to the office to enter those notes into an IT system. Your workers need every minute to do what they do best—making a difference in people’s lives. Using a mobile solution means workers can skip to entering client notes [directly in the system](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), wherever they are located in the field. This significantly reduces paperwork and eliminates the redundant time spent on administrative tasks, both of which also offer the organization cost savings. Plus, this integrated approach streamlines field staff communication with office administrative staff. ### 3. Establishing a partnership culture Passion and empowerment are at the core of nonprofits. If your workers at the ground level are empowered, they’ll deliver [better customer service](https://sharpencx.com/blog/employee-engagement-statistics-matter-to-customers/) that will help your organization grow and make a difference in even more lives. A mobile workforce management system acts as a 24/7 virtual assistant, available from anywhere. Field staff can access job details and client history—even personalized details not typically in mobile platforms, such as a client’s favorite song or their pet’s name. Your team will [be more prepared](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) to truly make an impact on your clients’ lives. ## Help Your Operational Staff Support Your Mission The office staff that manages operations often have a different set of challenges from field workers. They have to juggle managing part-time and full-time workers’ and volunteers’ schedules, clients cancelling appointments or having urgent appointment requests, rescheduling an ill worker’s entire day, keeping track of PTO schedules, and more. Mobile workforce management tools help take away the stress and headaches so your office workers can focus on higher tasks and on additional ways to support your nonprofit’s mission. With a mobile workforce management solution, an office staff has [better visibility](https://www.skedulo.com/blog/5-ways-workforce-visibility-can-transform-customer-service/) into the workload of field workers. The transparency and real-time data availability, along with the sophisticated scheduling processes that mobile workforce management offers, allow them to serve more clients. Thanks to mobile workforce management allowing field workers to enter job notes in real-time out in the field, office staff can see exactly who is out serving which clients, who is able and best suited to take an urgent appointment, and even look up complete, real-time customer histories to answer clients’ questions. Furthermore, the platform helps to forecast volunteer and staff levels during peak times of the year for proactive resource planning. ## Nonprofit Case Studies For both the operational and field staff, mobile workforce management makes a huge difference in how they work and helps them focus on larger goals. Let’s look at a few success stories to understand how. ### American Red Cross The [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) delivers premier health and safety training to individuals and businesses in the U.S. With more than 1,200 mobile trainers delivering 60,000 courses to 530,000 individuals, this nonprofit turned to mobile workforce management for efficient scheduling. As a result, it achieved a 30% reduction in scheduling costs while also bringing down the underutilization of its instructors by 31%. ### Furniture Bank [Furniture Bank](https://www.skedulo.com/customers/) collects unwanted furniture and other clutter items and delivers them to needy families in Canada. When they expanded by adding more delivery trucks, their field operations suffered—there wasn’t a reliable way to contact drivers or course correct pickup and delivery issues on time. A mobile workforce solution enabled their schedulers to manage pickups and deliveries better, and the office to quickly schedule field workers. With a tool like this, they were able to double their community impact. ### The Royal Society for the Blind (RSB) RSB, an Australian nonprofit, helps people with vision impairment to participate independently in the community. When they had to transition to the National Disability Insurance Scheme (NDIS) mandated by the Australian Government, they faced issues such as the lack of infrastructure to process claims and manage their mobile workforce as effectively as the NDIS required. With a mobile workforce management solution, RSB reduced their scheduling time and doubled their weekly appointments per week per mobile worker. Operational efficiencies on the ground resulted in a 15% reduction in staff count. ### Cosgrove Care This Scotland-based nonprofit, [Cosgrove Care](https://www.skedulo.com/customers/cosgrove-care-delivers-personalized-support-with-skedulo/), helps people with complex health needs live independently in their communities. Cosgrove’s challenge was to ensure that their staff could deliver highly personalized care consistently in any location or environment. A mobile workforce solution helped them streamline their processes, create optimal schedules, and provide more visibility to all its stakeholders. For example, caregivers could record daily support notes and post-appointment reports on an easy-to-use mobile device. These changes led to caregivers having more time where it counts—with patients. ## Empower your workers with a mobile workforce management solution You need tools that will help your organization live out its mission. With the right scheduling and tracking systems in place, you can get the right volunteers and workers to where they’re needed, when they’re needed. Empower your organization to provide the best customer service and make a difference, with the help of a mobile workforce management solution. [Book your free demo](https://www.skedulo.com/book-a-demo/) to see how Skedulo can help you do so much more for your community. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/" type: "blogPost" title: "How Integrated Systems Can Transform Your Mobile Workforce (and Your Business)" author: "Trevor Morrison" date: "2018-05-29" description: "Using several systems to manage your mobile workforce? Learn how connected, interoperable back-end systems can transform how you schedule and do business." lastmod: "2020-05-20" --- # How Integrated Systems Can Transform Your Mobile Workforce (and Your Business) Published May 29, 2018 · Updated May 20, 2020 · By Trevor Morrison · 4 min read One of the biggest challenges for managers with teams in the field is figuring out who is right for the job. Matching complex, ever-changing customer needs with a diverse group of uniquely qualified mobile workers is an ongoing challenge. Managing a mobile workforce comes with plenty of inherent challenges. Just directing your mobile workers to where they need to be can feel like you’re playing the world’s longest game of RISK®. When you add in other must-haves—like tracking of your employees’ certifications and qualifications, billable time, and the details of customer interactions—it’s easy to see why things get overlooked, undone, or done incorrectly. In today’s fast-moving environment, the best solution is a single system of record that manages and tracks everything together. ## Disconnected Systems vs. a Single System of Record Depending on your industry, you may use several different software systems to run your business—some of which talk to each other, and others that don’t. For instance, you might store your customer information in a CRM, map out the daily schedule on a spreadsheet, have separate systems for billing and finance, and use yet another group of apps for your human resources and personnel needs. In this scenario, a simple request to [schedule a home healthcare worker](https://www.skedulo.com/blog/managing-home-healthcare-new-business-climate/) becomes a multi-step process: 1. Search the customer database for the specifics of the account, patient, care requirements, and insurance limitations. 1. Consult the schedule (which may or may not be up to date) to determine who’s available. 1. Based on your pool of available providers, narrow down the list to find the person who should take the appointment: someone with the necessary certifications and experience, such as an existing relationship with the patient. This will probably entail consulting multiple spreadsheets, emails, and calendars. 1. Navigate the provider to the job site. 1. Collect completed paperwork and transport it to the back office. 1. Process the patient paperwork, the timesheet, and other necessary forms. 1. Provide that information to the correct people internally to file a claim, bill the patient, or do both. Imagine how easy this process would be with integrated systems: You could see at a glance who is available, where they are, and if they have the right experience and certifications to serve the patient. Instead of waiting for replies to emails and calls, you would send them to the job site with the push of a button and get real-time updates on the job status. You could notify the client they’re on the way with certainty, see exactly when they arrive and leave, have all necessary forms completed on a mobile app, and sync all the data back to HQ in real-time—saving your business unnecessary time and effort while providing a better customer experience. Which process would you rather have in your business? ## The Challenge of Interoperability in Healthcare Interoperability is both a business challenge and a challenging concept, especially in the [healthcare sector](https://blogs.informatica.com/2016/06/09/data-integration-and-the-healthcare-industry/#fbid=L_gCyF6-_lp), and is often confused with integration. There are important differences between system integration and system interoperability. Bobby Roberts, Senior Vice President of Development at Surgical Information Systems, [puts it this way](https://blog.sisfirst.com/integration-v-interoperability-what-is-the-difference-and-why-should-you-care): “Interoperable systems speak the same language. On the other hand, integration is a lot more like having a conversation through an interpreter.” Systems that are interoperable are already built to speak to each other and don’t require an additional system to act as a translator. Integrated systems, on the other hand, store data in ways that can be translated from one to the other, but need a middle system to conduct that translation. [APIs](https://www.skedulo.com/platform/integrations/) are most frequently the tool that allows for this translation between integrated systems. When you consider HIPAA regulations and the prohibitive cost of all-new healthcare technology systems, it’s no surprise that connecting healthcare systems have been a major challenge for the industry. Home healthcare organizations, hospitals, and other healthcare groups have struggled to make data accessible across different internal and external electronic health record (EHR) systems. This presents challenges for patients and their onsite providers, who may have an inaccurate or incomplete view of a patient’s medical history, insurance requirements, or other vital information. Despite the extra challenges specific to healthcare, providers are making headway on the issue of interconnectivity. Whether it’s rethinking the technology stack from the ground up or making room for new, more closely integrated technologies, providers are working toward integrated systems that improve overall patient care. _See how Skedulo successfully integrated advanced scheduling tools into existing business technologies for two healthcare providers, [New Jersey Respiratory Associates](https://www.skedulo.com/customers/new-jersey-respiratory-associates/) and [HealthStrong](https://www.skedulo.com/customers/healthstrong/)._ ## How Skedulo Brings Systems Together Integrated systems save you time and money while creating a better customer experience, increasing visibility, and decreasing errors. With Skedulo’s [mobile workforce management system](https://www.skedulo.com/learn/mwm-overview/), you can add advanced scheduling capabilities to your existing apps and systems without unnecessary complexity. The Skedulo platform helps you analyze workforce KPIs, forecast demand and resources in advance, and streamline operations with easier scheduling and dispatching. Skedulo works with customers to develop custom solutions to the toughest scheduling challenges. [Request a demo today](https://www.skedulo.com/book-a-demo/) to see how Skedulo can help you improve workforce visibility and better manage your workforce! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/how-skedulo-is-supporting-developing-countries-through-covid/" type: "blogPost" title: "How Skedulo is supporting developing countries through COVID" author: "Ed Backhouse" date: "2021-07-13" description: "Recently, we conducted a fully functioning trial of our vaccine scheduling software in Papua New Guinea in Edai Town, a township near Port Moresby." lastmod: "2021-12-20" --- # How Skedulo is supporting developing countries through COVID Published July 13, 2021 · Updated December 20, 2021 · By Ed Backhouse · 3 min read ![PNGHeader](https://assets.skedulo.com/assets/2021/07/Header-PNG-BLOG@2x.png) Not many people know this about me, but as a kid I spent a couple of years of my schooling growing up on an island in Papua New Guinea. My father worked for the Australian government and we were sent for 2 years as part of a government support program to aid the local government of New Ireland Province. It was a great experience, and I’ve always held a place in my heart for what I know is a beautiful country with lovely people and culture. So when the opportunity came up to partner with the people of Papua New Guinea within my role at Skedulo, I was thrilled to be involved. Our work supporting countries, states and territories across the globe with COVID-19 [vaccination scheduling](https://www.skedulo.com/industries/healthcare-human-services/) has been well publicised. But it’s our work supporting developing countries which is not as well known, and it’s really touching the hearts of Skedulo staff. Recently, we conducted a fully functioning trial of our vaccine scheduling software in Papua New Guinea in Edai Town, a township near Port Moresby. In just 5 days, we: - configured the vaccine booking system - deployed the software in their local environment - added relevant data - setup the language with base translation (later updated to include Pidgin) - onboarded and trained locals in Port Moresby on how to use it Since then, 800 people in Papua New Guinea have used Skedulo to book in for their vaccination. This includes choosing an appointment time, receiving a confirmation, and attending their appointment to receive their dose. ### Vaccine scheduling in regions with no connectivity In some situations, people don’t know their date of birth, have a mobile phone, email, or health record. This means any vaccination initiative must be creative in how eligibility is determined and bookings are made, and sometimes data needs to be collected on paper and uploaded after the fact into a database for reporting/tracking. We had already considered this factor when deploying our vaccination scheduling software in Australia, New Zealand and North America, where we needed to ensure it was able to support all audiences including those who may not have access to the same resources as others. It also needed to have multilingual capability, so people of all backgrounds could understand and use it. In addition, we had to consider the potential for limited connectivity in rural areas, which is an issue healthcare staff face in many developing countries. This is why Skedulo has been configured to make it easy for field staff to enter a person’s information into a database while offline, and then have it sync with Salesforce later on. Field staff are empowered to educate people, confirm eligibility, and book in vaccine appointments no matter where they are or who they are speaking to – without the need for extra information such as an email or mobile number. ### A project that’s close to our heart The vaccination scheduling trial in Papua New Guinea has been successful; helping more people get the vaccine despite the geographic and infrastructure limitations. Through our Skedulo Heart initiative, we are actively seeking avenues to deploy our high capacity scheduling solution, at cost, in ways that make life easier for individuals, communities and countries. This extends beyond vaccination scheduling to include the deployment of community or government services, [disaster relief initiatives](https://www.skedulo.com/blog/maximizing-volunteer-support-when-disaster-strikes/), and more. These projects also align with our value of _Caring first_._ _We care for each other, and we care for our global environment and community – including frontline workers who, despite the threat of COVID, are still operating in the field every day and need all the support they can get. We’re also grateful to be part of a generous community where companies such as Deloitte and Salesforce, and other public and private sector entities, see things as we do: that we work together to give back to our global community by sharing our skills and technology. We’re in this world together, and we’ve only got each other. Let’s make it count. ## Related posts - [The Benefits of Rapid Test Scheduling Software](https://www.skedulo.com/blog/the-benefits-of-rapid-test-scheduling-software/) — April 12, 2021. The onset of the COVID-19 pandemic in early 2020 brought to light the many challenges of scheduling and managing virus testing on a global scale. As we continue to look for ways to improve public safety, the need for rapid test scheduling software has become abundantly clear. Healthcare providers w… - [The Benefits of Vaccine Scheduling Software](https://www.skedulo.com/blog/benefits-of-vaccine-scheduling-software/) — April 12, 2021. As the world continues to deal with the ramifications of the COVID-19 pandemic, public and private healthcare providers are faced with the challenge of administering vaccines. The speed and scale at which these vaccinations must be distributed, scheduled, and administered is much greater than we’ve… - [Maximizing volunteer support when disaster strikes](https://www.skedulo.com/blog/maximizing-volunteer-support-when-disaster-strikes/) — March 25, 2021. Earth’s natural and unpredictable climate presents serious challenges for global communities, as wild weather threatens lives, homes, schools, workplaces, and infrastructure. From severe snow blizzards to devastating bushfires, natural disasters are an uncertain risk for community leaders and one… --- --- url: "https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/" type: "blogPost" title: "How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce" author: "Ed Backhouse" date: "2022-07-22" description: "Skedulo's partner ecosystem gives customers system integration partners and more third-party app integrations, all on the Skedulo Pulse Platform." lastmod: "2022-07-22" --- # How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce Published July 22, 2022 · By Ed Backhouse · 3 min read What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different ways to service their end customers, and how important it is to have a solution that addresses the unique challenges they face. Even in the same use case, similar customers can use different approaches to their business process to gain competitive advantages. That’s why I’m so excited about the recent launch of our partnership ecosystem and expanded solution capabilities. This launch will enhance our customer’s experience giving them access to system integration partners and integrations with more 3rd party Apps, all on top of our very own Skedulo Pulse Platform designed for deskless productivity. At Skedulo that’s our mission: to be the champions of the deskless workforce. We are developing technology that solves the complex problem of enabling and managing a deskless workforce—purpose-built to better support the over 2.7 billion deskless workers in the world. To that end, we’ve launched the [Skedulo Pulse Platform™](https://www.skedulo.com/platform/). The platform allows customers to address complex and varied requirements, is easy to maintain, and provides greater flexibility. With all the customers we’ve spoken to it’s clear to us that the needs of the deskless, mobile workforce is underserved. No one else is attempting to solve these unique operational challenges and, until now, there hasn’t been a true Platform designed as a system of record for deskless workers. This is the purpose of the Pulse Platform and new partner ecosystem. With the investments we’ve made in our scalable infrastructure, we believe we are best suited to help our customers meet these challenges head on and scale with them as they grow. The feedback I get from customers about the value of our core offering is highly positive, and I’m often asked about how we can help with other critical parts of their business operations. Customers are craving integrated solutions with the ability to configure Skedulo specifically around their business processes. With our investment in a platform approach, our customers will be able to tap into more innovative products and solutions that provide additional value and solve very specific challenges. **One of the most exciting aspects of today's announcement is the introduction of the [Skedulo Marketplace](https://www.skedulo.com/integrations/).** This is a destination where Skedulo customers can browse tailored industry applications and extensions made available by Skedulo as well as third parties such as [AskNicely](https://www.skedulo.com/integrations/), [eduMe](https://www.skedulo.com/integrations/), and [VoiceBrain](https://www.skedulo.com/integrations/). Developing this marketplace is a logical and exciting next step of our Skedulo Pulse Platform journey. Customers will be able to access an ecosystem of software products and industry solutions designed solely to support their deskless workforce. With our platform and partners, they’ll be able to pick and choose the capabilities they need to meet the unique requirements of their business, all seamlessly accessible through Skedulo. For example, using Skedulo with innovative ecosystem partners like VoiceBrain means our customers will be alerted to mission-critical events in the field. VoiceBrain’s analysis of voice data can trigger alerts in Skedulo that allow organisations to respond in seconds and dispatch workers to do things like respond to life-threatening events. Let’s say your workers are responding to a site where there’s a dangerous chemical spill. Your worker in the field can simply speak specific phrases or keywords into their push-to-talk device and VoiceBrain will create an alert in Skedulo so you can dispatch the right workers equipped with the right tools to resolve the situation immediately. Because Skedulo operates in real-time, you’re able to quickly resolve critical issues and ensure the safety of your workers. Imagine being able to use Skedulo to get instant insights into how effective your frontline workers are in the field. With our partner AskNicely, organisations can provide in-the-field coaching to their workers based on feedback received from customers. At a glance on their phone, workers can view a customer experience score, recognition received, and areas to improve. These insights empower and inspire organisations and their teams to deliver a better customer experience. Excitingly, this is just the beginning of the journey as we grow an ecosystem of innovative partners who can deliver capabilities on our desktop productivity platform. Our vision is to allow our customers greater access to even more cutting-edge solutions, seamlessly integrated with Skedulo, and to expand our implementation network through the use of trained System Integration (Implementation) partners. Skedulo will champion and empower your workers and the net result means more business value for our customers as they service their end customers. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-skedulo-ramped-up-customer-success-globally/" type: "blogPost" title: "How Skedulo Ramped Up Customer Success" author: "Ed Backhouse" date: "2019-07-18" description: "Ed Backhouse shares his insights and key lessons learned growing a scalable and successful global customer success program." lastmod: "2020-05-20" --- # How Skedulo Ramped Up Customer Success Published July 18, 2019 · Updated May 20, 2020 · By Ed Backhouse · 4 min read If you’ve experienced start-up life, you’ll know the fragile balancing act that’s involved in the early days of growing a business. Ramp up your resource profile too early, and you risk overinvesting in irrecoverable internal costs. Ramp up too late, and you can miss out on opportunities that might’ve been a gamechanger for growth. At Skedulo, we’ve lived and breathed this journey. We started out six years ago with a skeleton customer success staff of ‘jack-of-all-trades’ high performers. This meant that our customer success team wasn’t only responsible for account management; it was also on the hook for everything from presales enablement and demos, project delivery, and tech support. This model worked for a while, but after months of steady customer growth, cracks started to appear. In keeping the customer success manager role so broad, we were faced with the risk of stressed out and overworked staff and impacting customers who might not get the level of support they had come to expect. We’d reached a critical point in Skedulo’s growth journey: we needed a mature and scalable customer success model that maximized business benefits for our customers. In this blog post, I’ll share some of the key insights that we’ve learned from our customer success journey. ### **Lesson #1 – Getting the Science of Scalability Right** For any new business, there’s a tendency to throw everything you have at big opportunities whenever they arise. The whole company will get behind a sale to help the business survive and grow. In this climate, it can be hard to transition to the future-focused resourcing mindset that you need to drive scalable growth, as internal costs are kept slim. To take business growth to the next level, we learned that you first need to get the right balance in allocating resources to optimally meet customer needs. Second, crunch the numbers to understand your composition of small, mid-sized, and enterprise customers. And third, segment those customers to identify which are high-value, high-touch, or have highly specialized needs. With this information, you can start developing ratios and business rules to govern resource allocation that enables growth. For example, Skedulo’s customer success managers now specialize in 2-3 industries and each own roughly 20-25 accounts. These accounts contain a mix of customer sizes and needs (i.e. high or low touch) and also a mix of onboarding (with extra support needed) vs live (and stable).  This felt right to us for the stage of growth we’re currently in and is simpler than some of the more complex pyramid style CSM team leveling and segmentation that can work better in larger companies. Don’t forget that timing matters too. If it takes you three months to hire and onboard a new team member, make sure you’re initiating recruitment action three months before you expect the operational need to emerge. ### **Lesson #2 – Develop Structured Leadership** Most new businesses start out with fairly flat leadership structures. And while company growth often necessitates an increase in leadership and management positions, this doesn’t have to mean deep layers and complex hierarchies. We found that a major key to our success was implementing a structured leadership model that didn’t fundamentally change our non-hierarchical culture. As Skedulo grew its footprint internationally a couple of years ago, we introduced regional leads. This had an incredibly positive operational impact because it reduced the complexity associated with managing teams that are spread across totally different time-zones. We’re now also introducing global managers for key business components such as customer success, project delivery and solution architecture. We’ve learned that it’s feasible for our team to have about 6-8 direct reports, but beyond that size, additional leaders are needed. Our global managers are helping us address this challenge. ### **Lesson #3 – Leveraging Data-Driven Insights** Product and customer data can have a huge impact on the way you manage your business and reduce pressure on customer success managers. For a SaaS business, having insight into when and how customers are logging in, what features they’re using and what issues they’re encountering gives you immensely powerful information about how to improve customers’ experience with your product. It’s never too late to start investing in better data. At Skedulo, we’re continuously improving the quality and quantity of customer analytics so we can stay ahead of our clients’ needs. For this purpose, we have recently implemented Gainsight for customer success and also Segment for product analytics. ### **Lesson #4 – Manage Expectations** For both customers and team members, you can expect to see significant change as your business matures from a start-up to an established entity. When just starting out, many start-ups offer a high level of flexibility, personal relationships with customers and a wide breadth of opportunities for staff. But as they grow, it’s common to shift towards industry or topic specialization as well as higher levels of corporate maturity and structure. Supporting your customer success team to both expect and navigate these changes will demonstrate your honesty and promote loyalty over time. In our experience, it’s well worth making the effort to manage expectations. Maturing a start-up from a ‘customer success manager does everything’ model into a broad set of teams can be a challenge. But it’s much easier to achieve when all teams are aligned across customer success. Want to learn more about our approach to building and growing teams? [Read about who we are and how we work](https://www.skedulo.com/careers/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-to-create-a-gas-mileage-reimbursement-policy-for-home-healthcare-workers/" type: "blogPost" title: "How To Create a Gas Mileage Reimbursement Policy for Home Healthcare Workers" author: "Craig Panigiris" date: "2022-05-09" description: "An effective mileage reimbursement program is vital for attracting and retaining talent. Learn how to create a strong policy for your home healthcare workers." lastmod: "2022-05-09" --- # How To Create a Gas Mileage Reimbursement Policy for Home Healthcare Workers Published May 9, 2022 · By Craig Panigiris · 11 min read For organizations that rely on a deskless workforce to serve their customers, an effective mileage reimbursement policy is crucial. Businesses in a variety of industries must offset the travel costs their workers incur to maintain employee satisfaction, retract and retain talent, and ensure efficient operations. Those in home healthcare are no exception. With the emergence of more flexible, attractive jobs (e.g. driving for Uber or Lyft), paying employees for their time spent on the road has become a non-negotiable standard. Home health providers expect to be paid for the duration of their travel from one appointment to the next; and employers who fail to meet those expectations will likely begin to see higher turnover rates or struggle to hire top talent. But offering mileage reimbursement to deskless workers can be a confusing piece of the home healthcare puzzle, especially for organizations who lack the [proper tools for support](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/). In order to create a policy that mitigates risk and satisfies workers, employers must first understand how they work, whether their employees are eligible, and how to set their program up for success. ## What is Mileage Reimbursement? Mileage reimbursement refers to the funds that an employer pays its employees to cover their job-related travel costs. Depending on the industry, organization, and job requirements, mileage reimbursement may cover gas, oil, tires, taxes, registration, maintenance, and even vehicle insurance. A mileage reimbursement policy takes into account the costs associated with using a personal car for work purposes. As such, it generally covers: - Driving to customer or patient appointments - Driving to the store to purchase work-related supplies or equipment - Driving to the airport for job-related travel A [home healthcare](https://www.skedulo.com/blog/the-future-of-home-healthcare/) nurse, for example, would receive mileage reimbursement for the time they spent driving from one patient’s home to the next. However, the policy typically would not include the travel costs associated with driving to lunch, commuting back home, or taking a personal detour. ### Employer Requirement Mileage reimbursement requirements differ at the state, local, and federal level. Currently, California, Massachusetts, and Illinois are the only [states that require mileage reimbursement](https://triplogmileage.com/mileage-tracking/mileage-reimbursement-requirements-by-state/). Meanwhile, at the federal level, employers are only required to provide mileage reimbursement if failure to do so would cause their employees’ compensation level to drop below their state’s minimum wage standard. Nevertheless, as [staff shortages continue to increase](https://www.fiercehealthcare.com/providers/third-nurses-plan-leave-their-jobs-2022-survey-finds) and employees in the home health industry, in particular, have more employment opportunities, competitive organizations are beginning to implement enticing reimbursement policies. In fact, some use mileage reimbursement as part of an attractive compensation package. They know that care providers with exceptional skill sets have their choice of employers, and therefore offer competitive reimbursement rates as a recruiting tactic—with extra benefits such as: - Gas cards - Mileage allowances - Monthly or quarterly vehicle maintenance ## How Does Mileage Reimbursement Work? Each year, the IRS issues[ standard mileage rates](https://www.irs.gov/newsroom/irs-issues-standard-mileage-rates-for-2022), which businesses use to calculate deductions. These rates are based on annual studies that reflect both the fixed and variable costs of operating a vehicle. Typically, organizations use standard mileage rates on a cents-per-mile basis. While the IRS mileage rates help employers estimate vehicle expenses for tax deduction purposes, they’re not intended to be used as a business’s actual reimbursement rate; as doing so can create issues of over- and under-payment. Because the IRS rate is structured around national averages, businesses are better off using it as a guideline and creating their own policy that more accurately aligns with their specific region. If, for example, your home healthcare employees work in a state with significantly high gas and toll costs (or if their patients are located in remote areas that are difficult to travel to), you may want to increase your reimbursement rate to cover those expenses. ### Insurance and Mileage Reimbursement Another important factor to consider is how payers (i.e. insurance companies) reimburse mileage, and how that process impacts your organization's billing rates to its customers. While home health care is extremely [beneficial to patients](https://www.skedulo.com/blog/understanding-patient-engagement/)—especially those in rural or remote locations—the overhead expense of getting to those patients can affect the cost of care. It’s a very real concern for business owners, who must evaluate their clinical and overhead costs against the demand from (and access to) certain markets or regions. Depending on your organization’s size, customer base, and costs of care, travel time compensation might need to go to a different cost center. That way, your business can optimize the process and improve profitability without having to increase its billable service charges. It’s crucial to calculate the average cost of travel across all of your deskless workers against the average amount your customers’ insurance companies are willing to pay. Then, evaluate the resulting expense against your cost of care to patients in each region you serve. From there, you can determine whether increasing your billing rates to cover those expenses is the ideal solution, or if doing so will hinder your patients’ ability to receive quality, affordable care. ## Mileage Reimbursement Eligibility According to criteria issued by the IRS, not every employee is eligible for a mileage reimbursement plan that’s tax deductible. There are three qualifying factors to consider: - Reimbursement must result from services conducted for an employer, like driving from one appointment to the next. - Time spent must be adequately and defensibly accounted for, meaning that workers need to keep records of their time and travel - Any excess funds must be returned within a reasonable amount of time (120 days after the expense was paid). Employees must also have their affairs in order to properly claim reimbursement. There are several compliance pieces (i.e. a valid driver’s license, a personal car, and accident insurance) that workers need to receive compensation for their travel. If a business offers a mileage reimbursement policy to its employees, then they’re actually contributing an incremental amount to those employees’ insurance expenses, as the cost of auto insurance is already embedded in the IRS standard rate. So if a worker who receives mileage reimbursement from their employer gets into a car accident while on the job, the organization has no further obligation to cover premium or deductible costs. However, some businesses do choose to voluntarily reimburse some or all of an employee’s personal deductible, usually as an added benefit within their compensation package. Depending on the course and scope of an accident, employers may be responsible for covering a worker’s comp claim in the case of injury; regardless of their reimbursement policy. For example, if a supervising manager asks a home health care provider to stop at a patient’s home to collect a signature in between appointments, the request could mean any resulting injury from a car accident would be covered in the worker’s comp claim. For home healthcare organizations that send their providers to a variety of patient locations throughout the day, it’s vital to understand how their policy will address potential accidents. Operations directors should identify and outline the organization’s responsibilities and obligations in the event of employee auto accidents to ensure they’re not overly [vulnerable to costly risks](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/). ## Mileage Reimbursement Rates and Employer Risk As you set your organization’s mileage reimbursement rate, be sure to consider the unique requirements and preferences of your specific deskless workforce against [IRS standards](https://www.irs.gov/pub/irs-drop/n-22-03.pdf). Home healthcare organizations, for instance, should evaluate gas and toll costs in the areas they serve, the average distance each care provider travels on a weekly basis, and which tools their employees use to track their travel details. It’s important to note that [employer mistakes](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) when structuring and executing a mileage reimbursement policy can make them vulnerable to litigation. Many employers will reimburse workers who are already at or close to minimum wage at a rate lower than the IRS standard. When taking travel expenses into account, those employees fall below the minimum wage line, thus violating labor laws. Other businesses assume employees can write their expenses off as a tax deduction, essentially causing them to “double dip”. It’s therefore crucial to take into account all relevant laws and regulations, and to fairly and legally build your reimbursement policy to avoid litigation—which is ultimately much more costly than simply offering sufficient reimbursement rates from get-go one. ## Creating a Mileage Reimbursement Policy An organization's mileage reimbursement policy can become a competitive advantage in terms of recruiting, hiring, and retaining top talent. This is especially true for industries like home healthcare, where dissatisfaction with current employment has boosted [nurse turnover rates to 22.18%](https://homehealthcarenews.com/2020/10/home-health-turnover-rate-hits-22-18/#:~:text=Released%20Monday%2C%20this%20year%27s%20Home,home%20health%20positions%20in%202020.). To implement a strong, appealing policy—and one that protects your organization from potential litigation—first take into account these key best practices: ### Consider Different Program Options There are several different mileage reimbursement program options from which you can choose to best serve your employee base, including: - **Fleet vehicles - **Instead of reimbursing your workers for the travel costs they incur when using their personal vehicles, you can invest in a “mobile office.” Companies who use this option purchase or lease a fleet of cars that their employees use to travel from one appointment or job site to the next throughout the work day. This approach enables organizations to link their program to other initiatives, like reduced environmental impact and decreased overhead expenses. - **Flat-rate allowance - **Some organizations offer a flat monthly rate to cover employee’s travel costs. For instance, they might allow for a $300 monthly expense for their deskless workers. While this strategy is simple and may seem like a perk to potential candidates, it doesn’t come without its challenges. It’s a particularly tricky option for companies that employ both part- and full-time workers, since that flat rate isn’t flexible enough to fairly compensate each individual. Plus, it doesn’t require workers to track their time spent on the road or the distances they travel, which means the business misses out on key insight that they could otherwise use to optimize workforce operations. - **Cents-per-mile - **With a cents-per-mile reimbursement model, organizations compensate their employees based on a fixed rate; typically structured based on the IRS standard. It’s relatively simple to implement, but this option often doesn’t consider regional variables (like gas and toll prices). - **FAVR - **If your employees’ costs extend beyond the IRS standard rate, it may be beneficial to use a fixed and variable rate (FAVR) reimbursement plan, as any travel expenses incurred above the federal standard will be taxed. Under a FAVR plan, employers pay a fixed amount that covers workers’ fixed expenses (i.e. lease or depreciation and insurance) _and _a cents-per-mile rate that covers variable costs (i.e. gas, oil, and maintenance). To ensure your company is accurately compensating its employees in the most cost-effective way possible, make sure you evaluate the pros and cons of each type of program as they relate to your specific workforce. ### Put It In Writing Your business’s mileage reimbursement policy is only effective if it’s well thought-out and clearly outlined, so take the time to put it in writing and share it with current and potential employees. This will also protect your organization in the case of legal matters, should an accident or dispute occur. Be sure to include the types of travel expenses that are included, those that are not, and your expectations of the employees who will be compensated (e.g. how they’ll track and submit their mileage). Also include guidelines regarding the timing of expense submissions and when employees should expect to receive compensation. ### Use Intelligent Tools Tracking and submitting travel time and related costs can be a complicated, time-consuming feat for already-busy deskless workers. For organizations that rely on outdated, manual methods, this typically means requiring employees to record travel details on paper-based forms or a third-party app. Then, they have to manually enter that data into a centralized system and submit their expenses to their supervisors within a given period of time. But this approach leads to inaccurate rates (either purposely or unintentionally), excess time wasted on administrative tasks, and more interruptions to workers’ days—all of which contribute to poor employee satisfaction and [productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/). To ensure accuracy and put more time back in your deskless workers’ days, invest in robust tools that automate the process. Intelligent [deskless productivity platforms](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), for example, automatically track mileage via [scheduling](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) and routing tools. Employees can quickly review and submit their mileage to their supervisors on the same platform, so they don’t waste time filling out information their tools have already captured. Plus, they [seamlessly integrate](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) with [your existing systems](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) (like your HR platform, finance solution, etc.) to help your company close the gap between its key business functions. ### Don’t Let Data Go to Waste Not only does an effective mileage reimbursement policy (backed by powerful tools) mitigate the risks associated with properly compensating your deskless workers, it also provides valuable insights into your business. By accurately measuring travel time, managers and operations teams have [visibility](https://www.skedulo.com/book-a-demo/) into the work-life balance of their employees. This is especially crucial for organizations in home healthcare, as they must alleviate both the quantitative and qualitative stressors that often [drive nurses to quit](https://www.fiercehealthcare.com/providers/third-nurses-plan-leave-their-jobs-2022-survey-finds). With insights into how many miles their providers are driving and how long it takes them to get from one appointment to the next, businesses can [better optimize their employees’ schedules](https://www.skedulo.com/blog/fair-scheduling-for-home-health-providers/) to ensure a less stressful, more productive workday. Plus, [collecting and analyzing that data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) over time means gaining a deep understanding into workforce operations. Armed with that knowledge, organizations can make smarter, data-driven decisions to improve their team’s efficiency, eliminate superfluous, time-consuming steps, and drive profitability. ## Game-Changing Tools for Better Mileage Reimbursement Developing a fair and cost-effective mileage reimbursement program is crucial for attracting and retaining top talent while also maintaining profitability. But to ensure your program is accurate and IRS-compliant, you need robust tools that don’t take precious time away from your workers’ days. [Skedulo’s deskless productivity cloud](https://www.skedulo.com/platform/) optimizes scheduling, routing, communication, field data collection, and analytics all in one centralized place. It enables deskless workers—like home health providers—to access their schedules, capture patient data, track their mileage, engage with colleagues, and more without having to toggle between various apps. The result is a more efficient, productive workforce, who can receive fair compensation for their travel while remaining focused on what’s most important: Providing quality care to their patients. Learn more about [how the right solution](https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/) can help your healthcare organization reduce costs, improve inefficiencies, and retain top talent, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/" type: "blogPost" title: "How to Create Effective Employee Schedules" author: "Craig Panigiris" date: "2020-12-02" description: "Strategic scheduling is key for businesses with a mobile workforce. Learn how to create effective schedules that improve productivity and employee experience." lastmod: "2021-06-03" --- # How to Create Effective Employee Schedules Published December 2, 2020 · Updated June 3, 2021 · By Craig Panigiris · 9 min read For businesses with a mobile workforce component, creating effective schedules can mean the difference between a proactive and reactive process, which in turn impacts overall workforce operations, productivity, and visibility. Proper scheduling requires a deep, nuanced understanding of resources, organizational goals, and data. A strategic scheduling process takes into account much more than just worker availability, and focuses heavily on the individuals that make up a mobile workforce to ensure a great employee—and customer—experience. ## Common Staff Scheduling Challenges Strategic scheduling is [an important factor for revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/), especially for organizations with a complex, blended workforce. But creating (and maintaining) an efficient scheduling process can be tricky for organizations that are still utilizing manual tools. ### Lack of Visibility and Flexibility It’s difficult, if not impossible, to properly schedule your deskless workforce if you’re unclear on their availability, location, or skill sets. A lack of workforce transparency due to manual spreadsheets and disparate sets of tools (which often stem [from legacy systems](https://www.intivix.com/7-big-problems-with-legacy-systems-that-everyone-should-understand/)) can hinder your ability to fully understand where your workers are, how they’re being used, and where you can make adjustments to better serve your customers. Consider also how your team handles exceptions. If a deskless worker calls in sick, how do your schedulers ensure that their appointments for the day are properly rescheduled and the customer is swiftly updated? Without a flexible tool that can easily handle exceptions, your team is more likely to drop the ball, leading to no-shows and customer dissatisfaction. ### Poor Communication Effective communication is crucial for organizations with employees who work in the office and in the field. If your deskless workers can’t easily communicate potential delays, schedule changes, locations, or the need for extra resources, job performance (and customer satisfaction) can suffer. On the other hand, schedulers can’t do their jobs properly if they aren’t made explicitly aware of issues on the mobile workers’ end, which means increased frustration and decreased job satisfaction. ### Inability to Properly Match The Right Worker to The Right Job If the details of your mobile workers’ certifications or skill sets aren’t readily available to staff schedulers, they’re at risk of getting sent to a job for which they aren’t properly prepared. This can be particularly disastrous for [healthcare organizations with in-home providers](https://www.skedulo.com/blog/the-future-of-home-healthcare/), as their success depends heavily on their ability to match the right provider to the right patient. Ineffective job matching also leads to worker burnout, which in turn leads to unhappy employees. If the quality of worker-to-customer matching is poor, your team is not only risking negative client interactions, but also higher employee turnover. ### Hindered Productivity If you’re still using manual processes for scheduling, your staff schedulers and deskless workers are likely tied down by time-consuming, frustrating tasks. The time spent filling out spreadsheet-style schedules and time sheets, sorting through employee skill sets, using disparate communication tools, and tracking down resources means fewer hours spent on what really matters—serving customers. It can also result in inaccuracies, which decrease both productivity and your bottom line. What’s more, without tools that offer transparency into scheduling, it’s difficult to identify gaps in service delivery or accurately reduce wastage. **Get your customized demo** ## Benefits of Strategic Employee Scheduling While creating strategic schedules doesn’t come without its obstacles, the benefits of [getting it right](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/) are hard to ignore: ### Improved Employee Experience and Engagement Your employees are the backbone of your business, and [keeping them happy](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) means improved job and customer satisfaction and higher retention rates. When deskless workers can rely on an accurate, strategic scheduling process, they feel more efficient, supported, and prepared. ### Better Business Insights By using the proper scheduling tools, you can capture key workforce data that can later be analyzed for stronger business decisions. You’ll have greater insights into your overall workforce, allowing you to make informed decisions about processes, resources, and service delivery. ### Streamlined Communication If deskless workers and staff schedulers are armed with tools that enable effective, real-time communication, they’re able to avoid miscommunications, oversights, and errors that negatively impact customers. Schedulers can easily communicate last-minute changes or cancellations, both to deskless workers and customers. Mobile workers can confidently arrive at each appointment knowing they’re [fully prepared](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/), properly matched, and on time. ### Reduced Burnout When scheduling works like a well-oiled machine, your employees are freed of the frustrating, burdensome tasks that are traditionally attributed to organizations with a mobile workforce. Retiring manual processes and replacing them with technology that does that heavy lifting means staff schedulers will be less inundated with the mundane tasks that lead to burnout. ## Steps for Creating Employee Schedules Creating effective, strategic schedules can seem like a daunting task. Every business has unique needs and workflows, making the process even more complex. But by combining some tried-and-true practices with powerful tools that enable your employees, your organization can build better schedules and reap promising benefits. ### 1. Identify Resource Needs Location, shift length, and skillset are all essential factors in determining what you’ll need to deliver the best service possible. A [nonprofit organization](https://www.skedulo.com/blog/how-mobile-workforce-management-can-improve-volunteer-management/), for example, should start by nailing down the details of where volunteers will be working, how many hours each person will need to be in that location, and whether or not they’ll need specific certifications (i.e. phlebotomists or nurses). Scheduling software can be particularly helpful for this step, as sophisticated scheduling tools can track data for future planning purposes. In addition, some technologies seamlessly track each deskless worker’s attendance and time spent on the job, which is essential for improving efficiency and identifying trends. After you’ve determined your needs for a particular job or event, you’ll want to take worker availability into consideration. Be sure to accurately track and plan for PTO, holidays, and sick time and measure these factors against your resource needs. Integrating this information into one unified system will help ensure you’re not scheduling mobile employees who are unavailable for the appointment, which saves time in re-working the schedule and communicating changes. ### 2. Schedule Shifts Around Who is Qualified Once you’ve narrowed down what you’ll need to fulfill a specific service delivery, you can begin assigning jobs based on skill requirements. This is particularly crucial for healthcare organizations and other industries in which certifications, licenses, or other requirements play a big role in scheduling. A company providing in-home ABA therapy services, for example, must ensure they are matching therapists to clients based on both customer preference and skillset. Another factor to consider is employee performance, which should be tracked and measured to [identify the best person](https://www.skedulo.com/blog/managing-multiple-projects-who-is-right-for-the-job/) for any given job. Also take into account details like seniority, pay rates, and employee preferences, which are important both for better customer service and increased worker satisfaction. Some tools offer features that match mobile workers to jobs automatically based on factors that can be updated over time, saving schedulers the time it would take to manually pair them with the right customer. ### 3. Enable Real-Time Communication When there are breakdowns in communication, the employee experience and overall business outcomes suffer. If mobile workers aren’t getting updates, or they have to check multiple platforms for updates, day-to-day tasks become more time-consuming and frustrating. By providing a single tool on which your [deskless workers](https://www.skedulo.com/learn/deskless-workers/) can access schedules and communicate with the back office, your teams will be better prepared to manage change. Up-to-date staff schedules should be instantly available for mobile employees to see updates to job details, cancellations, delays, and more. When workers don’t have to switch between checking text messages, emails, and phone calls, they’re less likely to miss important information. Real-time communication shouldn’t be limited to your internal teams, though. Make sure your tools can also update clients with crucial information—like accurate arrival times, delays, or necessary appointment changes—so that your [customer experience](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) doesn’t suffer. ### 4. Be Flexible, and Plan for Exceptions Your deskless workers have lives outside the organization, so planning ahead for curveballs is essential. If you’re still operating on a reactive scheduling process, you’re giving your competitors a clear advantage. By shifting to a strategic, proactive scheduling process, you can avoid the no-shows and operational scramble that often accompany last-minute changes. You’ll also improve employee experience for both staff schedulers and deskless workers, who will no longer be burdened by the stress of those off-the-cuff modifications. Intelligent scheduling software can identify and resolve exceptions so that appointments don’t fall through the cracks. By using a tool that can quickly adapt the schedule to support your dynamic workforce, you’ll offer the kind of flexibility that keeps customers—and employees—happy. ### 5. Use Data for Capacity Planning The data that results from your scheduling process is a valuable source of potential improvements! By taking a close look at both real-time resource needs and historical data, you can adjust accordingly for a more strategic process and efficient workforce. For example, you may start to identify large gaps of idle time for mobile workers throughout the day. Now that you know some workers are underutilized, you can create a plan to assign more jobs to those workers, or assign work more quickly so they aren’t waiting around in the field for the next assignment. On the other hand, you may see a higher number of missed appointments, which is starting to affect customer satisfaction. By digging into this trend, you can identify whether the appointments were missed because of an administrative issue, like failure to communicate or underestimating travel time, or an individual performance issue. By capturing and analyzing these findings over time, you can better plan for workforce capacity and reduce the time that staff schedulers spend dispatching and rescheduling. This process is made easier by tools that automatically collect data and identify trends to help you improve [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/). You can better understand and manage the availability of deskless workers with the help of real-time status updates, overall customer demand, and even location tracking. ## How Scheduling Technology Can Help If you’re currently using manual tools and processes to create employee schedules, the steps we’ve outlined may seem too challenging to tackle. But implementing scheduling best practices for a more efficient process doesn’t have to be complicated. Modern tools can help your organization effectively schedule your deskless workers—and keep them happy, too! ### Centralized Communication A robust scheduling solution enables real-time communication between deskless workers, staff schedulers, and clients all in one place. Look for a tool that offers access to alerts, schedule updates, messaging, and crucial client details on a centralized, [secure](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) platform. ### Intelligent Job Matching Your staff schedulers’ ability to quickly and accurately assign the right worker to the right job impacts both employee and customer experience. Technology that stores information on worker availability, skill sets, and customer and employee preferences will ensure each service is delivered properly. ### Data Collection and Analysis A strong scheduling tool should capture and analyze key data to offer deep business insights for your organization. Focus on technology that tracks performance, service gaps, worker location, and job completion times. By leveraging that kind of crucial data, you can [optimize your operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) for improved customer satisfaction and a healthier bottom line. ### Integration with Existing Systems Most businesses with a mobile workforce already use multiple tools for a variety of purposes. When looking for scheduling software, make sure the tool you choose can integrate seamlessly with other systems—whether it’s HR, payroll, or a CRM—to support your end-to-end workflows. By ensuring that these technologies work seamlessly together, you’ll avoid data silos that prevent you from meeting key business requirements. ## Strategic Scheduling with Skedulo The importance of a strategic scheduling process for organizations with a blended workforce can’t be overstated. To ensure you’re creating the most effective schedules possible, you need a strong tool that offers automated job matching, centralized and streamlined communication, and a deep understanding of workforce operations. [Skedulo’s intelligent scheduling software](https://www.skedulo.com/product/field-scheduling/) works seamlessly on desktop and mobile, offering end-to-end support for both your back office schedulers and deskless workers. As a centralized platform for real-time communication, seamless integration, and data analytics, it can enable your team to develop a strong scheduling process with both employees and customers in mind. Learn more tips for how to [boost revenue with effective scheduling](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), or book a [demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-to-improve-healthcare-scheduling-salesforce/" type: "blogPost" title: "How Home Healthcare Companies Can Serve More Patients Without Creating Scheduling Pain" author: "Aya Fawzy" date: "2017-12-01" description: "Skedulo CEO Matt Fairhurst offers tips for improving home healthcare scheduling (without creating scheduling pain) in a guest post for Salesforce." lastmod: "2020-05-20" --- # How Home Healthcare Companies Can Serve More Patients Without Creating Scheduling Pain Published December 1, 2017 · Updated May 20, 2020 · By Aya Fawzy · 1 min read Skedulo CEO Matt Fairhurst was recently featured on a [Salesforce partner site](https://medium.com/inside-the-salesforce-ecosystem/how-home-healthcare-companies-can-serve-more-patients-without-creating-scheduling-pain-8ead4c8c2edd) discussing how home healthcare providers can improve efficiency without sacrificing quality of care. In the article, Fairhurst discusses three key market trends —increasing demand for home healthcare, a large population of aging Baby Boomers, and the near-universal adoption of smartphones—and the challenges they present for home healthcare organizations. But despite the challenges of the industry, Fairhurst sees a powerful opportunity for home health providers who put the patient experience above all else. “Excellence in patient experience has to be the No. 1 priority, especially for practitioners who come into the patient’s home environment,” Fairhurst says in the article. “The businesses that are best equipped to facilitate a more efficient, effective and reliable relationship between patients and practitioners will be on track to take leadership positions in this expanding field. [Read the full article](https://medium.com/inside-the-salesforce-ecosystem/how-home-healthcare-companies-can-serve-more-patients-without-creating-scheduling-pain-8ead4c8c2edd) to learn five key success factors every home healthcare organization should know to succeed in today’s market. (And for more tips on improving the patient experience for in-home healthcare, download our free ebook, [5 Secrets to Better Scheduling for In-Home Healthcare](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/).) ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/how-to-improve-operational-efficiency/" type: "blogPost" title: "How to Improve Operational Efficiency to Drive Productivity and Employee Satisfaction" author: "Craig Panigiris" date: "2022-01-18" description: "Operational efficiency is vital for boosting productivity and employee satisfaction. Learn how to streamline your operations for a more successful workforce." lastmod: "2022-01-18" --- # How to Improve Operational Efficiency to Drive Productivity and Employee Satisfaction Published January 18, 2022 · By Craig Panigiris · 12 min read Operational efficiency is about much more than trimming back-office expenses or hiring more employees to meet customer demand. To become operationally efficient, businesses must optimize processes, empower their workers to become more productive, and use real-time workforce data to make meaningful improvements—for customers and employees alike. But for organizations with a mobile workforce component, attaining (and maintaining) operational efficiency can be a perplexing feat. These companies face unique challenges, such as dispersed teams, fluctuating customer demand, time-consuming processes, disparate data, and communication barriers; all of which threaten their ability to optimize operations. In a 2019 survey, [77% of companies](https://www.mulesoft.com/press-center/technology-trends-2019-connectivity-benchmark) executing digital transformation strategies named increased operational efficiency as their primary goal. While for some, prioritizing a more streamlined operation is strictly a financial goal, businesses with a mobile workforce should look to the myriad other benefits to be gained from boosting efficiency: increased productivity, satisfied employees, happier customers, and, of course, a better bottom line. ## What is Operational Efficiency? Operational efficiency is a business’s ability to reduce input (i.e. the cost of producing their products and services) while maximizing their output (i.e. the revenue those products and services yield). As an organization [boosts its operational efficiency](https://www.skedulo.com/blog/achieving-operational-excellence/), they’re able to spend less while generating the same amount of revenue (or more). Measuring and improving your company’s operational efficiency is a critical part of managing a healthy, profitable business. By identifying and ameliorating any costly, time-consuming processes within your larger operation, your organization can: - **Boost productivity - **Mobile and blended workforces rely heavily on proper communication, collaboration, and real-time access to key resources (like customer information) to remain [as productive as possible](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/). But workflow bottlenecks—which often result from outdated, disparate tools—hinder that productivity. Consistent efforts to eliminate those bottlenecks and streamline workflows mean less time wasted and more time spent on higher-value tasks; like serving your customers. - **Improve employee satisfaction - **[Satisfied employees](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) have a healthy work-life balance, feel supported by their employer, and are ready to delight their customers at every interaction. But the complexities of mobile work (e.g. inflexible schedules, burdensome administrative tasks, clunky tools, limited access to key resources, etc.) often leave deskless workers feeling underappreciated, burnt out, or unable to perform their best work. Prioritizing operational efficiency (and implementing the right processes and tools for success) reduces the daily frustrations mobile workers face, and makes it easier for managers to balance employee needs with customer demand. - **Enhance the customer experience - **Customer expectations are rising, and organizations with a mobile or blended workforce must adapt their processes to meet (or exceed) those expectations. Those who continue to rely on manual tools and processes—which are unreliable and difficult to scale—will likely struggle to remain competitive moving forward. By leveraging modern tools that streamline operations, though, businesses can provide [consistently excellent service](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), which drives customer retention and bolsters their brand. - **Drive revenue - **In order to remain in business, your revenue streams must maintain pace with the ever-rising costs of operating a mobile workforce organization. One clear-cut way to [increase profits](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) is to fix your broken processes, which otherwise slow down operations and lead to unnecessary spend. - **Uncover new opportunities - **Achieving true operational efficiency requires a deep understanding of performance, which boils down to your ability to collect, access, and analyze key data. This is often a challenge for organizations with a deskless workforce, particularly those that still use manual collection methods—which are inefficient, time-consuming, and error-prone. But by investing in technologies (e.g. [mobile data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) tools) that streamline the process, connect data, and boost accuracy, your team can make evidence-based decisions around competitive opportunities. 1. Review and Modify Processes If you’re a small startup operating in a niche industry, [manual processes](https://www.skedulo.com/resources/) might be enough to get you by—at least for the time being. But enterprise-level organizations or businesses looking to scale can’t operate smoothly with outdated processes. For companies with a blended workforce, specifically, inconvenient or tedious processes can render even the most motivated of teams operationally insufficient. For example, if your company’s [scheduling process](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) requires too many steps to match a properly qualified worker to a job or reschedule an appointment due to a last-minute cancellation, you’re likely risking unhappy employees, frustrated customers, and lost opportunities. Managing a mobile or blended workforce is complex, and inadequate processes that don’t take into account those nuances just aren’t [efficient enough](https://www.skedulo.com/blog/5-secrets-of-a-more-efficient-mobile-workforce-management-platform/) to ensure operational success. Exceptional product or service delivery requires an operation that runs like a well-oiled machine; one that ensures consistent, quality execution. Empowering workers with the right resources, streamlining day-to-day workflows, and providing the right tools for support are all critical to improving your processes and boosting operational efficiency. Keep in mind: Your processes should be revisited every so often to ensure they’re still performing up to their potential and that they still match the day-to-day realities of your workforce. (More on this below!) ## 2. Automate Repetitive Administrative Duties Administrative tasks are a necessary evil for any business, and those with a deskless workforce are no exception. But carrying out administrative duties through manual methods is time-consuming, burdensome, tedious, and frustrating—for back-office employees and deskless workers alike. Take invoicing, for example, which is a crucial part of any mobile workforce operation. If your team is still using manual methods, invoicing is likely a time-intensive, laborious process that gunks up workflow operations and is [susceptible to mistakes](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/). A manual invoicing process usually includes some common steps: 1. The deskless worker collects customer signatures and other pertinent job information via physical paperwork upon job completion. 1. Once the mobile worker returns to HQ, they must manually enter timesheets, customer signatures, and other key details into their main system. 1. A back-office employee then scans, emails, or syncs this information to the necessary departments, tools, or individuals for further processing. In some cases, they must send physical paperwork from one office to another, which requires an additional postage fee. 1. [Finance](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams/) and HR must then use this data for invoicing and payroll, but since they operate from separate, disconnected systems, any corrections or changes made to the information may not be properly communicated. 1. After multiple days (or even weeks), an invoice is sent to the customer. Because of the organization’s manual invoicing process and lack of connected systems, the invoice is potentially inaccurate, which causes issues in customer service and the visibility of historical data. Invoicing is just one of many processes that can [benefit from automation](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/). With the right tool, businesses can easily scale their operational efforts by automating: - **Scheduling and dispatching - **Modern software takes much more than worker availability into account. It uses automation to instantly match the right worker to the right job (based on preferences, location, qualifications, etc.), creates real-time recommendations for staff schedules, and is flexible enough to reflect your real-time business needs. - **Updates/notifications - **Checking schedules, sending out updated arrival time alerts to customers, and communicating appointment changes takes precious time away from already-busy deskless workers. Powerful automation tools can alleviate this burden by sending these notifications (to employees _and _customers) instantly, so everyone always knows what’s happening next, even in the field. - **Routing - **Efficient routing shouldn’t require staff schedulers to sacrifice valuable time finding the best way from one job to the next—nor should it require deskless workers to sacrifice their safety on the road by toggling between navigation apps. Automated software takes the guesswork out of routing by providing real-time route updates in a single, centralized app. ## 3. Train Team Members Effectively Your deskless workers are your most valuable asset. They are the face of your brand, and their ability to provide positive, knowledgeable interactions and execute quality work affects your bottom line. But a dispersed workforce can make it difficult to ensure each team member is properly trained and fully prepared to satisfy customers. And as remote work continues to rise, inconsistencies in training will likely increase. Poor communication, subpar collaboration tools, and limited access to key training resources make it challenging—if not impossible—to ensure everyone is trained on the most up-to-date best practices. To empower your deskless workers and set them up for success in the field, you need [tools that make it easy](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) to access documents, policies, best practices, company resources, and more in one, centralized location. When employees can view this information from anywhere on their mobile devices, they can maintain productivity, avoid confusion, and represent your company in the best light possible; all while operating at full speed ahead. ## 4. Set the Right KPIs In an effort to operate as efficiently as possible (and prove that efficiency), it can be tempting to chase after every objective. But this often waters down your ability to attain your most valuable goals, or sends your team on a wild goose chase of prioritizing the wrong things. The result is a still-inefficient operation with a confused understanding of progress, performance, and inhibitors. It’s much more advantageous to instead [set the _right _KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) for each employee or department, as success varies greatly depending on their unique roles and responsibilities within the larger business operation. When you identify these specific metrics for each type of employee, you can more accurately determine how their efforts measure up to your expectations of their performance. Plus, your workers feel an improved sense of value, professional development, and loyalty when they know their efforts are being recognized and supported. For example, you might define time-to-schedule and time-to-first-contact as primary KPIs for your dispatchers and schedulers, while customer satisfaction and number of repeat visits might be more appropriate for your deskless workers. Setting these goals on an individual basis will help you better understand each team member’s daily workflow and operational challenges. It’s important to note that setting the right KPIs is only half the battle: You must also consistently [measure actual performance](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) against them to gain an accurate understanding of what’s working and what isn’t. From there, you can tweak workflows, modify processes, or reevaluate employees’ needs to better support your workforce. Organizational leaders should use this information to ensure there’s continuous improvement, which will not only help to optimize operational efficiency, but also increase employee retention and focus your broader business strategies. ## 5. Hire at the Right Time It’s essential that the size of your mobile workforce can meet customer demand. But this is a complicated factor for many organizations, as labor hiring costs increase and customer demand continuously fluctuates. If you overhire in an attempt to support a growing client-base, you might face expensive, time-consuming issues in training and monitoring. On the other hand, under-hiring can lead to premature burnout and inadequate customer service. The key to getting it right is accurate, real-time data, which can help you predict periods of increased and decreased demand. For example, your historical data might help you identify Spring as your busiest season for serving customers, which might necessitate hiring temporary contract workers to fill in the gap for the short-term. This can help you avoid the unnecessary long-term costs in budget, time, and resources that are otherwise required for steadily increasing full-time hires to get ahead of that rising tide. ## 6. Break Down Silos Data and communication silos threaten your team’s ability to operate efficiently, as they lead to significant disconnects between departments, team members, and—ultimately—customers. Deskless workers often don’t have the right tools or knowledge base to perform less-familiar aspects of their jobs or accurately communicate company information to customers. When information is stuck in silos (which are caused by [multiple, disparate tools](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/)), mobile workers can’t make informed decisions in the field or effectively communicate with clients. For example, if a deskless worker doesn’t have real-time access to updated policy documents, they may accidentally promise a customer something that they can’t actually fulfill. Worse yet, they might use language that doesn’t align with [company and/or specialized vocabulary standards](https://hbr.org/2018/07/what-to-do-when-each-department-uses-different-words-to-describe-the-same-thing), which can lead to miscommunications, confusion, or poor service. What’s more, it can also lead to missing larger business opportunities or misinformed choices that impact the entire organization. Simply put, if you’re not connecting your key data and measuring it against broader business strategies (like resource utilization and hiring decisions), you aren’t prepared to modify and improve those strategies for a more efficient operation. By breaking down these barriers, you can increase cross-functional awareness to help both back-office and deskless workers better understand the entire business. They’re empowered to knowledgeably interact with vendors and customers for a better employee and client experience. Plus, knowing the business (and how different parts of the business fit together) allows for greater collaboration and faster problem-solving, both of which enhance operational efficiency. Eliminating silos requires richer data sharing among departments for faster, more accurate decision making and easier identification of potential areas for improvement. For example, if the accounting department and deskless workers don’t have the right tools for data sharing and communication, they may not know that invoices aren’t generated for up to 7 days after the job is completed (and that sometimes they aren’t fully accurate based on actual work performed). But if they _did _have the right tools for collaboration, they could (1) generate automatic quotes for the accounting team to review based on the work performed and (2) cut down the time-to-invoice significantly. ## 7. Streamline Communication In any industry, communication is vital for operational success. For the mobile workforce, this is especially true, but it’s also a common obstacle. Since workers are often dispersed between the office and the field, staying up-to-date is much more difficult than in a traditional work environment. If your teams are still using a variety of disparate communication tools (e.g. text messages, emails, phone calls, Slack, etc.) or if they don’t have real-time access to crucial information, their productivity and preparedness suffer. And since [80% of remote workers](https://www.igloosoftware.com/state-of-the-digital-workplace/) report that they’re more likely to feel excluded than their in-office colleagues, failing to ensure proper communication can impact employee satisfaction, too. Organizations that prioritize operational efficiency understand the importance of arming their employees with tools for streamlined communication. With the right technology, back-office and deskless workers always have real-time access to updated schedules, company information, optimized routes, and more. They’re always well-informed and have instant access to colleagues’ support, when needed, so they’re confident they can deliver seamless service. ## 8. Review Your Work Consistently Operational efficiency isn’t a one-and-done effort: It’s a continuous process that requires regular analysis and improvements for success. As you look to boost your operational efficiency, make sure you have the right tools in place to measure your progress. [Robust deskless productivity software](https://www.skedulo.com/blog/what-a-deskless-productivity-platform-really-means/), for example, can help you manage all of the moving parts of your mobile workforce—from scheduling and dispatching, to routing, to communication and collaboration, to field data collection—and then analyze your teams’ performance against your goals. A strong platform can even seamlessly integrate with your existing systems, helping you eliminate workflow bottlenecks and data silos for a more streamlined, collaborative operation. As your business grows, an intelligent, dynamic tool can help you glean even more insights about how to tighten operations for improved ROI, greater predictability, and a more competitive edge. ## Deskless Productivity Cloud for Enhanced Operational Efficiency For mobile workforce operations, operational efficiency is beneficial to more than just their financial metrics. Streamlining workflows with the proper tools and processes can increase both employee and customer satisfaction, and boost your competitive advantage. Those that fail to overcome the operational challenges associated with mobile and blended work will likely risk falling behind more forward-thinking organizations. [Skedulo’s deskless productivity cloud](https://www.skedulo.com/platform/) is a single solution that intelligently manages your deskless workforce and integrates with your existing systems. With centralized tools for automated scheduling and dispatching, optimized routing, communication, data collection, and analysis, organizations can boost their operational efficiency and gain a leg up against their competition. Learn more about how [providing your deskless workers with the proper tools](https://www.skedulo.com/events/the-next-frontier-of-digital-transformation-deskless-productivity/) is critical for boosting their productivity, or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/" type: "blogPost" title: "How to Measure the Productivity of a Mobile Workforce" author: "Craig Panigiris" date: "2021-06-22" description: "Struggling to measure mobile workforce productivity? Our guide walks you through 4 how-to steps, from identifying KPIs to measuring customer satisfaction." lastmod: "2021-10-21" --- # How to Measure the Productivity of a Mobile Workforce Published June 22, 2021 · Updated October 21, 2021 · By Craig Panigiris · 10 min read ![Productivity](https://assets.skedulo.com/assets/2021/06/MeasureProductivity_June21_blog-header_1050x557@2x.jpg) Productivity—or how much output per unit of input an employee creates—is an important metric for any company, whether you’re measuring something like the number of products delivered or hours of labor. But when your workers spend the majority of their time out in the field rather than sitting at a desk, it can be tricky to keep track of everything they’re accomplishing. In a deskless workforce, it’s the mobile workers that serve as the face of the company, interacting with customers and clients to get the job done. So it’s important for them to get the most out of every interaction and use their time well. It follows that for these field service workers, high productivity means they can deliver more services, visit more customers, and complete more appointments in a given time period—a short-term scale that’s in contrast with that of most desk workers’. And though it may seem tricky, measuring the productivity of a mobile workforce is easy if you have the right tools. With these four steps, you’ll learn the best productivity metrics to use for deskless employees and how to monitor those metrics to boost your KPIs. **Improve the productivity of your Mobile Workforce today** ## Step 1: Translate company priorities into productivity metrics Have you ever heard that “[what gets measured gets done](https://www.forbes.com/sites/ellevate/2015/06/08/what-gets-measured-gets-done-or-does-it/)”—or at least, gets managed? The first step in measuring anything at your company is figuring out what, specifically, to measure. Different organizations and workforces have different needs and goals, so the specific definition of productivity—the inputs and outputs—may vary. For instance, a company in sales will likely focus their productivity around metrics like number of products sold, while a nonprofit may instead focus on the number of people reached or donations received with a certain campaign. Whatever the goal, any organization needs to set its own priorities. Once goals are clear, it’s time to establish the right [field service key performance indicators (KPIs)](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) that align with those priorities, and communicate them to employees. There are many [KPIs that might work well for your mobile team](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/). But once you decide which ones are appropriate, you can then use them to do things like measure progress over time, eliminate roadblocks, and sort out the best way to balance productivity (efficiency and value for the _business_) with customer service (convenience and value for the _customer_). Productivity metrics can be as simple as the number of services delivered in a given day, week, or month. But there are other important factors to keep in mind when thinking about employee productivity KPIs, like meeting customer expectations and doing the job right. Speed is only helpful if the work is done well; rework, wasted effort, and dissatisfaction—from customers or workers—all decrease overall productivity. For example, increasing the number of HVAC systems an employee can fix in a day only increases productivity if each of those jobs is done correctly. A follow-up visit will not only take more time than a more thorough first visit, it’ll also decrease customer trust and satisfaction. Likewise, increasing the number of patients a mobile therapist visits in a day only increases productivity if each patient is satisfied with the time spent on their care and feels their health concerns are properly addressed. When setting specific goals for workers, it’s essential to keep in mind what’s achievable and relevant. Setting [SMART goals](https://www.mindtools.com/pages/article/smart-goals.htm) (specific, measurable, achievable, relevant, time-bound) will make sure workers don’t get frustrated. For example, a goal of seeing 10 patients per day may only be achievable when appointments and travel time are both very short. Asking a worker to squeeze in more appointments than what’s logistically feasible will quickly result in frustration. Likewise, a goal of onboarding four customers per day is only possible if there are at least four new customers to onboard each day in the first place. Measuring the output based on insufficient or impossible inputs (not enough demand for jobs to meet the target) is a clear recipe for both employee dissatisfaction and customer dissatisfaction—both of which will hurt your bottom line. ## Step 2: Measure the number of services provided and/or customers served Once you’ve identified your productivity metrics for employees, you’re ready to start measuring. The simplest part is tallying up what was done, when, and by whom. Managers should focus on counting the number of jobs assigned to and completed by each worker. This approach is a more accurate representation of actual productivity, because only some variables that are traditionally tied to productivity are within a worker’s control. Some month-over-month or quarter-over-quarter productivity trends are a direct result of employees, like an increase in their skill, comfort, or speed in completing whatever service they’re providing. However, some trends will be out of a worker’s hands. For example, employees can’t control if there's a significant price increase or unavailability of a major product or service that results in fewer customer purchases. By focusing on jobs completed vs jobs assigned, you can help even out these types of fluctuations. ### Relevant KPIs for mobile workers Specifically, the most relevant KPIs for mobile workers is typically **the number of completed jobs per appropriate time period**—be that day, week, or month. Deskless workers who do more, shorter jobs in a day (e.g., eight 30-minute jobs) may do better with a daily view, while those who do fewer, longer jobs in a day (e.g. two 3-hour jobs) would likely do better with a weekly or even monthly target. When an employee’s productivity is trending down, it’s time to investigate the cause of the backup. Are high travel times eating up time available for jobs? Is poor communication leading to missed appointments? Keeping track of changes can help identify—and solve—problems early. ### Relevant KPIs for management Managers may want to take a broader view to track how the company is doing overall. For instance, they could look at **total services delivered by all mobile workers**, per month or quarter. Knowing when service delivery is trending up or down is vital, since it will have a direct impact on the company’s revenue stream. Managers also need a breakdown of **how the mix of products and services delivered impacts revenue** so they can strike the right balance. For example, an HVAC company that performs both installations and repairs makes more money from installations. So although their overall target may be 150 completed jobs per month, they may want to make sure at least 100 of those jobs are installations to ensure healthy margins. ### How technology can help Companies with [enterprise resource planning (ERP)](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) or field service management (FSM) software can easily use these tools to view all of the services delivered in a given period. [The right platform should have features](https://www.skedulo.com/resources/field-service-management-software-checklist/) like customizable dashboards that provide visual breakdowns of how specific product lines, teams, or individuals are trending over time. This real-time data can help you determine if you’ve set attainable goals for your mobile workers—and if not, help you adjust those goals—to ensure a [positive employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). ## Step 3: Measure the efficiency of service delivery Quantifying the number of jobs completed is a great start, but as we mentioned earlier, measuring true productivity requires measuring how _well_ and how _quickly_ each job was completed, too. Businesses unlock most of their productivity not by adding more jobs to the schedule, but by reducing waste, rework, and frustration in day-to-day operations. Just like productivity, the definition of efficiency varies among industries. Efficiency means something different in the context of providing a service like pool cleaning versus something like [in-home therapy](https://www.skedulo.com/blog/how-mobile-workforce-management-can-enable-aba-therapy/). Still, measuring efficiency often comes down to measuring significant deviations from the mean—in other words, measuring _inefficiencies. _Spotting inefficiencies like time spent stuck in traffic, or when someone visits the same site multiple times per day, will ultimately make services more predictable, consistent, and therefore, profitable. You can measure inefficiencies with automated software, but note that as with any AI-assisted tool, you’ll need to keep a [close eye on the data sources](https://futurecio.tech/gartner-tips-for-tracking-employee-productivity-with-ai/) to be sure you measure the right thing in a non-obtrusive way. ### Relevant KPI for mobile workers For mobile workers, one of the best efficiency-related KPIs to set and monitor is **repeat visits**. Obviously, when mobile workers have to come back to the same location more than once because they didn’t have the right tools or they couldn’t access the job site, it decreases efficiency. A high or rising number of repeat visits may be a sign of an underlying issue, like lack of proactive communication with workers, appointment reminders for clients, etc. ### Relevant KPIs for managers For managers, a good way to monitor worker efficiency is to look at **utilization**, or wrench time: the time spent on actual work and delivering services to customers, compared with time spent on administrative work. Utilization metrics can be very revealing about a worker’s day-to-day life. Low utilization means workers are spending too much time on non-revenue-driving work, like filling out paperwork or attending team meetings. Another good metric to track is **rework**. When mobile workers have to come back to the same site because the original repair or installation did not work, it has a major negative effect on customer service. So a high rework percentage could mean workers aren’t adequately trained or equipped for the job. ### Relevant KPIs for schedulers People tasked with drafting up schedules for a mobile workforce should stay on top of certain KPIs, too. In particular, schedulers may want to track metrics like **travel time** and **schedule adherence**. Higher travel times can result in more frustrated employees, more fuel used, and less time spent doing what mobile workers do best—helping customers. Likewise, the ability to give customers an appointment time and stick to it is a huge part of customer satisfaction. By defining a “tolerance window” on either side of the appointment time, then measuring deviation from that window, managers can keep track of how on-time workers are. A very low schedule adherence means there’s a disconnect between when schedulers _estimate_ workers can arrive and when workers can _actually _arrive. ### How technology can help Repeat visits and rework are often a function of miscommunication about the timing, entry details, or equipment needed for a job. Look for [mobile workforce management software](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/) that gives workers in-the-moment access to scheduling and communication tools so they arrive fully prepared to tackle the task at hand. The right deskless productivity platform should include [mobile data collection tools](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) to help deskless workers enter information in real-time and sync up with systems of record, rather than forcing them to translate notes from one system to another each day. A It should also offer [efficient, intelligent scheduling](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) and route optimization to help improve on-time arrivals. ## Step 4: Measure customer satisfaction with services delivered Even if you’re operating at 100% utilization and efficiency—a rare feat!—it doesn’t mean much if customers are unhappy and leaving for competitors. Now that you know how many customers you’re serving and how efficiently you’re serving them, you can focus on creating an ideal customer experience. ### Relevant KPIs for mobile workers and managers One of the most important KPIs for all levels of a business is **customer satisfaction**. Providing patrons with a simple survey about their experience allows you to track results over time and evaluate [workers’ customer interactions in the field](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). Higher satisfaction generally leads to better customer retention and more referrals. Satisfaction is often tied to other KPIs, too. For instance, poor schedule adherence and rework visits will erode customer satisfaction and confidence in the brand. ### Relevant KPIs for schedulers Schedulers can help with customer satisfaction, too, by sticking to a good **scheduling rate**. The sooner jobs are added to the schedule, the sooner customers get the product or service they purchased—and the more jobs that can be completed in a given week. Schedulers can also work on minimizing the **time to first contact**: The time between a customer first indicating interest and the company contacting them. ### How technology can help Customers won’t jump through hoops to give feedback. As such, it’s important to give them the opportunity to provide feedback in simple ways, like a short survey delivered via email or text message, or even as part of the checkout or invoicing process. Once customer feedback is captured in a CRM or similar system, you should be able to integrate it with other tools to [make the most of your mobile workforce tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/). For example, you might use customer satisfaction scores as a factor in your scheduling process, giving a customer who was less satisfied last time a higher priority on the schedule. You might also track customer satisfaction for a certain product or team over time to see if the training materials, service processes, or something else associated with a certain product need to be improved, or if a certain team needs more support. ## Measure deskless productivity with the right tools By now, it’s clear that to help keep your company on track, it’s critical to have a way to measure the productivity of your mobile workforce. Choosing the right metrics and being able to monitor them over time are an excellent start. But to truly support your employees and keep efficiency high—all while improving your bottom line—you need mobile technologies that can improve workflows for managers and employees alike. Skedulo is here for your deskless workforce needs. From intelligent scheduling features and mobile, in-the-field data collection tools to metrics dashboards and robust integrations. Want to learn more? Check out our [Buyer’s Guide for Mobile Workforce Management Software](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) for more information. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/how-to-overcome-instructor-led-training-challenges/" type: "blogPost" title: "How to Overcome Instructor-led Training Challenges" author: "Angela Gonzales" date: "2020-01-16" description: "Instructor-led training (ILT) is becoming mission-critical for many organizations, but the challenges abound. Here are tips for handling the hurdles." lastmod: "2020-09-29" --- # How to Overcome Instructor-led Training Challenges Published January 16, 2020 · Updated September 29, 2020 · By Angela Gonzales · 7 min read Instructor-led training (ILT) is probably the most well-known and commonly used training resource for today’s businesses, even with the increasing popularity of e-learning. For many organizations, ILT is becoming a mission-critical function, even when the organization doesn’t appear related to training and instruction—at least at a glance. ILT represents as much as [66% of corporate training and development](https://www.brandonhall.com/blogs/bringing-the-classroom-into-the-21st-century/), even higher in high-consequence industries (e.g., healthcare, pharmaceutical, finance, utilities). While absolutely critical to training efforts, ILT comes with its own set of hurdles that need to be kept in mind during implementation. Before getting into the challenges and how to tackle them, let’s learn a little more about exactly what instructor-led training is. ## What Is Instructor-led Training? Instructor-led training is when an instructor facilitates a training session or course, as opposed to an online course without a facilitator or a self-paced course. The trainer may either instruct a group or individuals, in person or online. The defining characteristic is that the instructor is on-site and the one facilitating and running the course. In most cases where ILT is utilized, it’s done to reinforce an organization’s mission. Examples include: - When a company that makes a product offers training on its own products, that training is essential for the most effective product usage. - If a company produces health or medical devices, it’s imperative they provide proper on-site product training. This is both for the safety of patients and also to continue the growth of the company itself. - In the case of education technology companies, teachers need to be fluent in the proper implementation of their products not only to ensure student use but also to see better results in the classroom itself. - For nonprofits offering ILT, especially for professional development and growth, their end goal is to improve the world around them. ## Challenges and Solutions to Instructor-led Training Instructor-led training is a valuable tool for ongoing learning and development, but there are obstacles to keep in mind. Here are some of the common challenges with ILT, as well as solutions to tackle them. ### Challenge #1: Managing Instructor Skills and Availability Spreadsheets are the most commonly used way to track and manage training information—but unfortunately, they’re not efficient or accurate enough to manage training at scale. Spreadsheets are difficult to share with a large team, and even more difficult to update as circumstances change. Without a live-updating database behind the spreadsheet, any changes must be communicated by email, phone, or a meeting, then manually entered into the spreadsheet. This situation is even more challenging for organizations with a [mobile workforce](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) that includes contractors, part-timers, volunteers, or interns. The flow of so much unreliable data inevitably results in confusion and frequent backtracking or error correction. This means a slowdown in day-to-day operations, particularly if your instructors operate on a part-time basis or move between different locations. ### Solution: Real-Time Data Sharing Mobile workforce management platforms offer [a wide range of benefits](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-onsite-training/) for onsite learning. By using a mobile workforce management solution, mobile trainers can keep their availability updated in real-time through a mobile app. They can also update any new skills or certifications they’ve earned. And if these organizations use HR management software, CRM software, or other system of record, mobile workforce management platforms have integration capability to ensure that this data remains trustworthy and synchronized. This makes it easier for schedulers and coordinators to be aware of available, qualified instructors at any time. In addition, it saves hours of time by skipping a lengthy series of emails and phone calls, giving instructors more time to spend with trainees. ### Challenge #2: Scheduling Qualified Instructors for the Right Training Session Instructor-led training requires spending significant time and money. That makes it even more important to pair the best-suited instructor with the right client at the right time. This requires taking various factors into account: distance/travel time, qualifications, availability, and more. Perhaps the most qualified instructor is also the farthest away. Maybe there’s a nearby, qualified instructor, but they are not available at the right time. Distance is a very important consideration, too, as it not only affects scheduling but also could greatly alter the cost when things like gas and transit time—and even possibly food and lodging for instructors who need to travel—are factored in. ### Solution: All Schedules Managed in One Platform With a[ mobile workforce management platform](https://www.skedulo.com/learn/mwm-overview/), coordinators can look in one place to find the best-suited candidate for instructor-led training based on location, availability, and qualifications for a particular client’s needs. Everything is updated continuously and seamlessly, and there’s no extra step to transfer information from a spreadsheet or other scheduling system. The instructor walks into the session feeling confident, knowing they have all the details of who they will be training and when. The scheduler and coordinator also rest easy, knowing they have assigned the right person to the right session at the right time (without making dozens of phone calls back and forth). ### Challenge #3: Capturing Training Event Data After Delivery Once an onsite training session is over, there’s still a lot of information to process for invoicing and payroll purposes, as well as follow-up resources. When was the training? Where was it held? What information was discussed? Who was the instructor, and how many attendees were there? Did they receive follow-up information so they can reinforce their training later on? It’s vital that this information is not only available, but also timely and accurate. ### Solution: An Accurate Billing, No-Paperwork Platform A mobile workforce management platform eliminates mountains of paperwork and streamlines administrative processes to avoid future delays. At the same time, an effective mobile workforce management solution serves as a database to house and maintain billing information so invoices can be sent more quickly and accurately, trainers can be paid faster, and logistics—such as revenue, contracts, efficiencies, etc.—can be tracked in the process. ### Challenge #4: Meeting Customer Needs Among the many [benefits of instructor-led training](https://www.linkedin.com/pulse/ten-advantages-face-to-face-instructor-led-training-daniel-tobin/) is that it’s considerably more personal than sending someone online to a series of e-learning courses. With instructor-led training, there are more personalized interactions and more efficient transfer of knowledge from the trainer to the attendees. Instructors must be knowledgeable about the course material, of course, but also about their audience and the questions they’re likely to have. ### Solution: A Platform That Empowers and Prepares Trainers Instructors can take advantage of mobile workforce management to access all of the necessary data about a training event and the customer who hired them to do it. From the courses offered to any additional materials or information that may be pertinent to that particular event, a trainer can easily pull up the information on a mobile app and be completely informed in minutes. This allows instructors to walk into their sessions feeling more prepared to answer industry-specific or role-specific questions about the material. ## Case Studies: Instructor-led Training Here are some real-world examples of how mobile workforce management enables better instructor-led training: ### Case study #1: Achieve3000 After a decade in business and with over 250 implementation managers to keep track of, [Achieve3000](https://www.skedulo.com/customers/achieve3000-case-study/) realized their homegrown customer relationship management (CRM) system could no longer handle their needs. They needed something that not only could continue to grow with the company, but also didn’t require the constant manual updating that their old CRM did. A mobile workforce management system brought all of Achieve3000’s data into one scalable and user-friendly source—it provides scheduling, certification information, and trainer availability, all with a better overall user experience. ### Case study #2: American Red Cross The [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) is one of the oldest and largest humanitarian organizations in the United States, offering 60,000 health and safety courses. With 1,250 mobile instructors teaching over 530,000 people a year, the American Red Cross had a staggering amount of information to track and access. Such a large organization needed a new and robust solution to its CRM shortcomings. They decided to integrate mobile workforce management with their Salesforce CRM to have all of their data in one easy-to-use system that was available to everyone who needed it.  This cut scheduling times by 43% and reduced scheduling costs by 30%. ### Case study #3: I-CAR Created in 1979, [I-CAR](https://www.i-car.com/s/) is a nonprofit organization created to help those in the auto collision industry by developing courses and providing accurate information on auto collision repair. Their goal is to provide everyone in the industry with the information and experience needed to perform complete, safe, and quality auto repairs. With the help of a mobile workforce management solution, I-CAR now is more prepared than ever to make that goal a reality. ## Mobile Workforce Management to the Rescue There are many challenges to implementing instructor-led training. There is a ton of information that needs to be tracked—from scheduling to travel time to trainers’ skillsets. Then there’s all the data required for billing and invoicing after training is done. It all comes down to finding the right trainer for the right client at the right time. Skedulo offers a mobile workforce management platform that can streamline instructor-led training and save your organization time and money. [Book your free demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-to-prepare-evv-requirement/" type: "blogPost" title: "How to Prepare for the Electronic Visit Verification Requirement" author: "Marie Francis" date: "2018-09-17" description: "By 2020, all Medicare-reimbursed home healthcare providers must use electronic visit verification (EVV). Here's how your organization can prepare." lastmod: "2020-05-20" --- # How to Prepare for the Electronic Visit Verification Requirement Published September 17, 2018 · Updated May 20, 2020 · By Marie Francis · 5 min read Big changes are coming for the home healthcare industry. In 2016, then-President Barack Obama signed the [21st Century Cures Act](https://www.congress.gov/114/plaws/publ255/PLAW-114publ255.pdf) into legislation. The law requires Medicare-reimbursed home healthcare providers to implement electronic visit verification (EVV) technology. It stated that the law would come into effect for personal care attendants on January 1, 2019, and home healthcare service providers on January 1, 2023. President Donald Trump [granted a one-year delay](https://www.disabilityscoop.com/2018/08/01/trump-delaying-check-in-mandate/25347/) to the personal care attendant deadline (from January 2019 to January 2020) after different groups cited concerns about being ready in time for compliance with privacy, implementation, and other underlying issues. Although it’s possible that the deadline may be extended again, it’s not a safe bet to count on it. Savvy organizations should start mapping out their game plan now so they can take advantage of benefits of this change and manage its challenges. ## Electronic Visit Verification: Opportunities and Challenges Electronic visit verification (EVV) is designed to help reduce Medicare fraud and abuse, which was recently estimated to cost the federal government [$60 million annually](https://www.publicintegrity.org/2017/07/19/21011/fraud-and-billing-mistakes-cost-medicare-and-taxpayers-tens-billions-last-year). While the new requirements may stem from a place of challenge, they offer individual home care providers an opportunity to increase efficiency, improve [customer satisfaction](https://www.skedulo.com/blog/consumerization-healthcare-experiences/), reduce inaccuracies, and eliminate cumbersome paper timesheets and manual billing. The 21st Century Cures Act mandates regarding EVV is not without challenges, though. Providers and states [are facing several hurdles](https://www.ancor.org/newsroom/news/cms-implementation-electronic-visit-verification-imposing-unfunded-mandate-states) to enact this policy. Changing understanding of the policies is resulting in inconsistent policies among states. The changing deadlines provide more time to address these challenges, and more uncertainty. This still leaves the big question everyone is trying to answer: How do I prepare for the new EVV requirements? ## Preparing for the New EVV Requirements Despite a multitude of questions and few concrete answers, EVV requirements will be enforced soon, and home healthcare organizations can’t afford to wait until the last minute to prepare. EVV requires healthcare providers to record [six data points](https://www.skedulo.com/blog/electronic-visit-verification-evv-home-healthcare/): - Type of service rendered - Name of the person providing the service - Name of the person receiving the service - Date of the service - Time the service begins and ends - Location where the service is provided Despite some states including it in their EVV models, [GPS is not a requirement](https://www.medicaid.gov/medicaid/hcbs/downloads/training/evv-presentation-part-1.pdf). Providers also cannot rely on their patients to [supply any form of technology](https://www.medicaid.gov/federal-policy-guidance/downloads/faq051618.pdf), including internet service, a cell phone, or a landline. The onus is solely on the provider and home healthcare organization to implement an EVV system and comply with state and federal regulations. When thinking about their mobile healthcare technology, providers must ensure their systems can collect the six data points mentioned above using only their own technology. Depending on the state where service is delivered, providers should also keep an eye on state requirements for GPS or other related technologies. ## EVV Data Management Systems: Open, Closed, or In Between? Although federal regulations will require Medicare-reimbursed providers to implement EVV systems, it is up to individual states to choose how they do it. There are generally three models of systems the states will chose: closed, open, and hybrid approaches. In a **closed **model, the state chooses a single EVV system that each provider is required to use. The thought process behind this is that it allows for more consistency. However, there is a [financial motive as well](https://homehealthcarenews.com/2017/01/making-sense-of-new-cures-act-regulations-for-home-health/), since the federal government provides 90% of the initial costs for development and design, and 75% of ongoing costs related to maintenance and operation. In an **open** model, providers are free to use an EVV system of their choice, as long as it meets federal requirements. Other models include: - **Provider’s Choice**: Guidelines are set by the state, and providers are free to choose any EVV system that meets those guidelines. - **MCP Choice**: Managed Care Plans select a vendor that the providers in their network must use. - **Open Vendor Model**: The state contracts with an EVV vendor and allows providers to access the system if they choose, but providers with existing compliant EVV systems are free to continue using those instead. Before you can implement an EVV system, it’s important to determine which model your specific state has chosen. A provider in a closed model state, for instance, has to use the state’s system, even if their existing system is far superior. Meanwhile, an organization in a provider’s choice state will need to closely examine not only the federal guidelines, but also the state guidelines in order to remain compliant. ## Choosing an EVV System That Works for You Once you know your state’s requirements, you can move from the challenge of compliance to the opportunity of evaluating how you collect data from your mobile caregivers, where that information flows into your business, and how it’s used. The purpose of an EVV system is to provide visibility and accountability into what happens onsite with patients. How could your business benefit from increased visibility aside from meeting regulatory requirements? When managers and coordinators can see in an instant where their caregivers are, which patients they have seen, and who they are going to visit next, it creates a unique opportunity to find new efficiencies--even at scale--in your organization. For managers and compliance experts tasked with implementing EVV into their agency, there are several important questions to ask when choosing a system: - Does this system meet the requirements of my state? - Will this system make it easier or harder for mobile caregivers to do their jobs? - How will caregivers collect this data? Can they do it on their own devices? - Will caregivers need an internet connection to collect this data? - Who in the business needs access to the data collected by EVV? - What other data should we collect while completing EVV requirements? ## Integrating and Implementing EVV Systems Choosing an EVV system is only half the battle. You’ll also need to make it integrate smoothly to your existing IT systems to prevent redundancies and duplicate data, which is one of the biggest obstacles to trustworthy business data. While EVV only requires the who, what, when, and where of [home healthcare](https://docs.google.com/document/d/1V_vMO8XVOjRsS8CCa2TvKZHLnJhraPhIRRwieEYECzg/edit#heading=h.pgay16cgg8i1), you likely need to collect a lot more information for your own use: birthdates, provider identifiers, state license and certification numbers, etc. [Gathering trustworthy data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) from different sources, while still remaining compliant, can be difficult when best practices for integration and [interoperability](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/) aren’t followed. With a good EVV system, implementation woes should be minimal, provided you (or your service vendor) offers training and proper change management techniques. For many providers, it’s helpful to train those who will use the system the most at the beginning, then empower them to help train others. ## Electronic Visit Verification Is the Wave of the Future The 21st Century Cures Act is, deliberately or not, serving as a push for home healthcare and hospice providers to re-evaluate how they collect information from their mobile caregivers. While there are challenges and details regarding the new policy that need to be sorted out, EVV for home health services promises many benefits. Perhaps the biggest challenge right now for providers is how to communicate with state regulators that they want more from an EVV system than another set of boxes to check. Skedulo’s healthcare scheduling platform, although not an EVV system, is a simple healthcare scheduling solution that can help home health organizations prepare for coming changes. [Take a tour today](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) and see how Skedulo can help your home health organization! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/how-to-prepare-your-home-healthcare-business-for-the-aged-care-reforms/" type: "blogPost" title: "How to prepare your home healthcare business for the aged care reforms" author: "Stephen Neilan" date: "2021-10-14" description: "With aged care reforms rolling out over the next 4 years, here's how home healthcare organisations can prepare and the growth opportunities they bring." lastmod: "2021-10-14" --- # How to prepare your home healthcare business for the aged care reforms Published October 14, 2021 · By Stephen Neilan · 3 min read Off the back of a 2018 Royal Commission into Aged Care Quality and Safety in Australia, the government has recently announced a $17.7 billion support package and a 5-year aged care reform plan. The Royal Commission looked into the quality of aged care services across the country, and whether those services meet (and will continue to meet) the needs of ageing Australians. The result was a comprehensive report detailing 148 recommendations which were used to inform the development of the new plan. It’s particularly timely as more than 5 million baby boomers approach their golden years, with many wishing to access care differently to earlier generations. Schemes such as the NDIS have made it easier to utilise a broad range of services, while new capabilities in technology have added to an already growing demand for home healthcare services. ### What’s in the aged care reform plan? The aged care reform plan is centred around these 5 pillars: 1. Home care 1. Residential aged care services and sustainability 1. Residential aged care quality and safety 1. Workforce (growing a skills-based workforce) 1. Governance (new legislation surrounding the sector) Key investments include $6.5 billion to support 80,000 new home care packages; $3.9 billion to increase the amount of frontline care in aged care services; and $652 million to grow a skilled, professional and compassionate workforce. With reforms being rolled out in stages over the next 4 years, new and established organisations in the sector will be looking at how the reforms impact them – as well as the opportunities it could present in terms of growth and driving better customer outcomes. ### Why does technology play a role in the aged care reforms? The government has noted that technologies are key to enabling “the delivery of better connected care and operational efficiency for providers”. If certain recommendations in the Royal Commission’s final report are enacted as legislation, providers will need to account for a variety of new compliance requirements surrounding the quality and timeliness of how they deliver their services. This includes allied health providers, which are mentioned frequently throughout the report. Under the government’s $17.7 billion package, there is the potential for grants to become available which will ultimately support organisations in undertaking necessary digital transformation. Leveraging these grants to apply the right technologies will be an important step in enabling greater assurance of compliance, but also improved frontline worker safety as well as better customer care. ### How can Skedulo help? The ability to secure a grant, as well as the decision to invest in specialised technologies for organisations that are not eligible, will depend on being able to demonstrate how a new software or system can improve operations. Particularly within the home healthcare sector, Skedulo’s unique capabilities have been proven across our rapidly expanding global customer base. Skedulo has been purpose-built to empower organisations that manage a remote workforce, with features such as: - intelligent scheduling for shifts and field work - worker skills and attributes to get the right person in the right place at the right time - artificial intelligence to minimise scheduler time and effort - built-in navigation with best route suggestion - digital records to reduce paperwork - real time messaging and updates - self-service appointment scheduling for customers - real time access to critical information Our platform makes it easy to gain greater oversight of your workforce and how your business is performing, while equipping home healthcare workers with the insights and resources they need to deliver the best level of care. As [Shannon from Solace Pediatric Home Healthcare](https://www.skedulo.com/blog/faces-of-the-frontline-solace-pediatric-home-healthcare/) told us: > “Skedulo allows me to focus on my patients because I’m not worried about getting back to my computer to check emails.” One feature of Skedulo that particularly aligns with the suggested requirements in the Commission’s report, is the ability to coordinate multiple workers to deliver relevant care at the right stages of a customer’s healthcare journey. Workers can also leave comments for each other to ensure each person is fully aware of the last interaction with the customer and whether their needs have changed. We’ve found businesses in the healthcare sector are able to achieve an impressive ROI in their first year of using Skedulo alone. This is due to efficiencies gained by being able to allocate right-fit workers to new jobs – reducing costs such as unnecessary travel time, and boosting productivity because workers are able to see more customers in a day. To find out how Skedulo can help you upgrade your home healthcare operations in light of the new aged care reforms, simply [book a free demo](https://www.skedulo.com/book-a-demo/). ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/" type: "blogPost" title: "How to Support a Deskless Workforce" author: "Angela Gonzales" date: "2019-12-16" description: "To remain competitive, employers need to adapt to the unique needs of an emerging group of workers—the deskless workforce. Here’s what you need to know." lastmod: "2021-05-02" --- # How to Support a Deskless Workforce Published December 16, 2019 · Updated May 2, 2021 · By Angela Gonzales · 3 min read There is a rapidly growing trend away from in-office workers and toward a deskless workforce. According to a report by Emergence Capital, deskless workers make up [more than 80% of the workforce](http://desklessworkforce2018.com/) in the U.S. In order to remain competitive, organizations need to create or expand their deskless workforce, as well as meet the unique needs of this nuanced workforce. But first, let’s discuss what exactly is a deskless workforce. ## What Is a Deskless Workforce? A deskless workforce is a group of workers who don’t work behind a desk or in an office. Deskless workers are found in many industries and hold job titles such as [field service](https://www.skedulo.com/learn/field-service-overview/) technicians, home healthcare providers, field sales representatives, delivery workers, and traveling consultants. According to the Emergence study, the number of remote workers have increased in recent years to almost 3 billion, and employers are paying attention to this surge. A remarkable 82% of IT buyers surveyed in the study indicated that they’ve increased technology budgets for their deskless workforce. Because deskless workers aren’t tethered to one location, they have unique support needs for technology, communication, employee engagement, etc. Deskless workers who are mobile and complete jobs at different locations throughout the day may require more specialized tools than those who are simply [working remotely or telecommuting](https://www.skedulo.com/blog/mobile-workforce-vs-telecommuting-vs-remote-work/). ## The Mobile Workforce Needs Different Support Than Traditional Workers The in-office workforce and the deskless workforce are two different groups and need to be approached as such. Each has its own requirements to be productive, efficient, and engaged. ### Technology Plays a Stronger Role The deskless workforce relies heavily on mobile technology and requires more resources in that area than traditional workers. Despite being 80% of the workforce, remote workers only receive [about 1% of the overall software budget](https://www.forbes.com/sites/lanxuezhao/2019/06/17/the-billion-dollar-ideas-that-could-transform-the-deskless-workforce/#189bc94ca4fa) in most companies. This number, however, will likely increase—and should increase—as the deskless workforce continues to grow. Mobile workers lack the full IT support that is a given for in-office workers, so any technology they use should seamlessly integrate with existing ecosystems. Deskless workers also require technology that is specifically configured to grow with the organization. Because mobile workers have limited IT support, it’s inefficient and frustrating for them to have to frequently learn new platforms. Furthermore, a good mobile workforce management platform should be user-friendly for workers. This means that a solution should: - Be easy to use with one hand on a mobile device - Have offline capabilities for use in the field - Offer well-designed and easy-to-use navigation - Work across a variety of devices and operating systems ### Communication Is Front and Center Another difference between in-office and deskless workers is how each group communicates. An office worker can easily find and talk to a coworker in-person, or access internal files like client history and contact information, job assignment details, and other data. Some of the [challenges for deskless workers](https://www.hrtechnologist.com/articles/employee-engagement/communication-strategies-for-deskless-workforce-employee-engagement/) include having limited communication with coworkers, being in locations without data service or Wifi, and accessing internal data and files. As such, deskless workers need a sophisticated tool that fulfills these gaps. Mobile workforce management solutions offer streamlined communication between coworkers, allow offline access, and share job details and status updates through real-time emails, SMS messages, and push notifications. ### Employee Engagement Drives Retention One of the biggest struggles for the deskless workforce is [employee engagement](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/#a94e41222a03). Companies can retain more workers by giving them the tools they need to perform their jobs effectively. Workers who feel connected and supported have a sense of impact and engagement. This, in turn, feeds worker satisfaction and retention. Real-time schedules and job histories, including customer preferences that help staff tailor the service experience, are some of the features in a mobile workforce management solution that deskless workers need. Mobile workforce management platforms [positively impact workers](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), as well as customer satisfaction. Engaged workers and happy customers are powerful fuel to launch an organization’s health and growth to the next level. ## The Future of the Deskless Workforce The deskless workforce trend shows no signs of slowing down. In order to remain competitive, organizations need to invest in the deskless workforce sooner rather than later. Benefits for organizations and their workers abound for companies that have already established a deskless workforce with mobile workforce management solutions. Aside from the benefits already mentioned, mobile workforce management also assists organizations with [labor shortage](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/) issues by simultaneously retaining current workers and drawing in new talent. Successfully benefitting from a deskless workforce means giving workers the tools they need to perform their jobs. A mobile workforce management platform offers streamlined, user-friendly technology, promotes worker communication, empowers employee engagement for the deskless workforce. Skedulo has everything needed to both implement and support a comprehensive mobile workforce. [Book a free demo](https://www.skedulo.com/learn/mwm-overview/) today! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/" type: "blogPost" title: "How We Think about SaaS Product Security at Skedulo" author: "Taylor Reed" date: "2020-08-14" description: "Learn how we maintain speed, agility, and a sound security posture for our Saas products through best practices and a strategic approach." lastmod: "2021-05-04" --- # How We Think about SaaS Product Security at Skedulo Published August 14, 2020 · Updated May 4, 2021 · By Taylor Reed · 4 min read At Skedulo, our security team is always looking for ways to leverage technologies to continuously secure our user, customer, and company data. In most organizations, working in a fast-paced environment, driving innovation, and ensuring continuous delivery leave a slim margin for embracing security in all aspects of the product lifecycle. As most security practitioners know, rush to market and robust security practices can be at odds with each other. In a similar sense, it’s easy for organizations to get caught in the bureaucracy of regulatory compliance checkboxes, rather than making meaningful steps in creating a secure product and security-minded culture. This is especially true in startups transitioning to compliance-driven security. It doesn’t have to be that way—it’s possible to maintain speed, agility, and a sound security posture by applying a comprehensive and self-aware approach to security. ## 5 Tips for Maintaining Speed _and _Security While each organization’s objectives are unique, properly planning and configuring a business’s existing technologies is always critical for protecting sensitive data (without sacrificing agility).. There are several best practices that we use at Skedulo to address this and to ensure our approach meets the needs of our organization and our customers: ### 1. Leverage technology as a force multiplier Just like any SaaS company, using the cloud to manage scalability and availability greatly reduces the overhead and technical debt associated with maintaining infrastructure. The majority of these services also reduce the attack surface available and make configuration management much easier to handle for smaller security teams. Making modern, informed technology choices—and [avoiding legacy systems](https://www.skedulo.com/blog/is-your-scheduling-software-up-to-standard/) and processes—puts time and energy back in our security team’s tanks to focus on proactive security application. An added benefit to this is agility. For example, when COVID-19 [forced a transition](https://www.skedulo.com/learn/deskless-workers/) to working remotely, our Identity Access Management (IAM) technology choices and configurations enabled our transition time to a matter of hours, not days. Additionally, our security posture remained unchanged due to configuration management choices implemented during the planning process and executed when needed. ### 2. Use compliance as a baseline We’re proud of our achievements in SOC 2 and other regulatory compliance standards—but we understand that compliance doesn’t always equal security. An attacker doesn’t care about ISO 27001 compliance if you have a public S3 bucket with PII exposed. Effective regulatory compliance requires a self-aware approach to how the critical controls actually apply to a security function. That’s why we view compliance as a baseline and apply additional measures where it matters. We draw from years of lessons learned in offensive security roles and bring an “attacker mindset” to our security policies at large. ### 3. Prioritize evolving threat models The threat model is not a static entity; they evolve as quickly as exploits are created. As such, it’s important to evolve our security model as the threat model changes. When we focus on risk, it’s also important to contextualize relevant threats to our organization, and focus on the potential business impacts. This enables us to prioritize risk and subsequent security requirements based on the real-world threat. In return, we’re benefitted with a portfolio of evolving threat models based on emerging techniques from attackers. We combine these tactics with industry-accepted best practices to bolster our security posture to realistic threats. **Learn more about how to plan for success in the digital age** ### 4. Embrace the unknown Expect zero days. Albeit not the most positive outlook, we embrace the mentality that known-secure applications will not always be that way—and ultimately, security incidents are an if-and-not-when. On the surface, this seems like a grim way to look at security posture, but it’s actually a proactive step. Keeping this in mind, we layer and segment our network security measures to build a robust security posture. If an asset (secure or not) is compromised, we apply defense-in-depth policies to minimize the business risk and loss of data. ### 5. Focus on culture It’s well known that breakdowns in security awareness often lead to the initial compromise of a secure system. We understand that and create a secure culture—not only through policy, but also through security awareness training to promote a security-minded and self-aware culture. We also recognize that security awareness doesn’t stop with being able to recognize a phishing email—it must also be baked into our product. We achieve this by creating a security-minded culture in our [product development](https://www.skedulo.com/blog/better-product-empower-your-team/) cycles and by conducting regular security reviews as validation. ## Drive Innovation While Remaining Secure The moment we believe a system is indefinitely secure is the moment security-atrophy will take its course. As such, we remain vigilant in securing all aspects of business functions. Using these strategies, we create an ecosystem of intelligent choices in configuration management, process management, and network management with the resources in our arsenal. By implementing a combination of regulatory compliance frameworks (e.g., NIST, SOC2), critical thinking in our threat modeling, and making intelligent technology choices, we’re left in an advantageous position to develop a [comprehensively secure product](https://www.skedulo.com/blog/what-is-deskless-productivity-software/) to our customers. Looking to implement a new solution in your tech stack? Learn how to do so efficiently and securely with our [change management checklist](https://www.skedulo.com/resources/). ## Related posts - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… - [Refreshing a Brand with Good Bones](https://www.skedulo.com/blog/brand-refresh/) — September 28, 2022. First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding d… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… --- --- url: "https://www.skedulo.com/blog/humbling-recognition-user-reviews-once-again-place-skedulo-as-a-leader-in-g2-rankings/" type: "blogPost" title: "Humbling recognition: user reviews once again place Skedulo as a “Leader” in G2 rankings" author: "Michael Gleason" date: "2021-07-23" description: "For the 13th consecutive quarter, Skedulo has received the highest recognition within both the Workforce Management and Field Service Management rankings." lastmod: "2021-07-26" --- # Humbling recognition: user reviews once again place Skedulo as a “Leader” in G2 rankings Published July 23, 2021 · Updated July 26, 2021 · By Michael Gleason · 1 min read ![G2header](https://assets.skedulo.com/assets/2021/07/G2-Summer2021_header_1050x550@2x-1.png) At Skedulo, we believe we are doing great work. But ultimately, it’s our users’ experience of Skedulo that matters most to us. With a value that’s extremely close to our hearts (_Customer Driven_), everyone at Skedulo is very passionate about helping our customers achieve success—from supporting field workers on the frontline to schedulers in the office, and their management teams who benefit from greater oversight and valuable insights. This is why recognition from G2 is important to us. As the world’s leading business software review platform, G2 collates more than 100,000 verified user reviews to help consumers select the best software based on peer feedback and social data. For the 13th consecutive quarter, Skedulo has received the highest recognition within both the Workforce Management and [Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-summer-2021?featured=skedulo&secure%5Bgated_consumer%5D=007f74d2-fd88-433c-be9b-7230620e1bdc&secure%5Btoken%5D=a134d18225b46a2c78d4f57f1447b94d7e5f35363a6b407df79848e145421ef6&utm_campaign=gate-799014) rankings. We received the coveted _Leader_ acknowledgement for the Small Business, Mid-Market, Enterprise, and overarching Summer 2021 G2 grid reports for field service management—as well as the Mid Market and overarching grid reports for workforce management. For the first time, we were also ranked as a Leader in G2’s regional Grids® for the Asia Pacific (APAC) region which demonstrates our continued growth in these markets. You can view the full G2 Reports here: - [Leader in Field Service Management for 13th consecutive quarter](https://www.g2.com/reports/grid-report-for-field-service-management-summer-2021?featured=skedulo&secure%5Bgated_consumer%5D=007f74d2-fd88-433c-be9b-7230620e1bdc&secure%5Btoken%5D=a134d18225b46a2c78d4f57f1447b94d7e5f35363a6b407df79848e145421ef6&utm_campaign=gate-799014) - [Momentum Grid®](https://www.g2.com/reports/momentum-grid-report-for-field-service-management-summer-2021?featured=skedulo&secure%5Bgated_consumer%5D=e21fd353-947d-406d-a9e8-c75475899b40&secure%5Btoken%5D=5dc19309289fd71e4dcde0060b99fe0fe296d82e30196b49ea15b56446d726d0&utm_campaign=gate-801392), [Mid-Market Grid®,](https://www.g2.com/reports/mid-market-grid-report-for-field-service-management-summer-2021?featured=skedulo&secure%5Bgated_consumer%5D=032d7166-db97-4424-9fec-e45fa11aa328&secure%5Btoken%5D=1f7b0fe9300735f4269a250be9eeea569c7308707ec53ae4a1e5e2b78a23ee6a&utm_campaign=gate-799008) and [Enterprise Grid®](https://www.g2.com/reports/enterprise-grid-report-for-field-service-management-summer-2021?featured=skedulo&secure%5Bgated_consumer%5D=fb0084d9-312d-4dca-9f59-2ee8d47afa1b&secure%5Btoken%5D=f1117a5c6a0985ab590f01ae0bfc3219842c861edf15539e9ff70f4a5322c1ae&utm_campaign=gate-799009) for FSM - [Relationship Index for FSM](https://www.g2.com/reports/relationship-index-for-field-service-management-summer-2021?featured=skedulo&secure%5Bgated_consumer%5D=bac1ca80-81ac-400b-8e4b-4b1a80c8b5e0&secure%5Btoken%5D=b57aa98b330950f13420fecf3b2b5f86e03dee422b378207603be0fd8dc68374&utm_campaign=gate-800157) As we move forward, we’re so excited to be able to do more for the hundreds of customers who rely on Skedulo to manage their deskless workforce. We’re also privileged to continue our work in the [vaccination scheduling](https://www.skedulo.com/industries/healthcare-human-services/) space; helping developed and developing nations with a practical way to offer vaccine appointments to their populations. Lastly, we cannot wait to meet the many new staff and customers who we know will become part of the Skedulo family in the next 12 months. [Read our customer reviews](https://www.skedulo.com/customers/g2-leader/) > “Skedulo helps us build the culture we’re working towards: more transparency and empowerment for our people in the field. It’s a game changer. It amazes me that other companies can have 60 trucks on the road and no technology to manage their people—they’re still using spreadsheets and paper work orders. It’s so much less productive.” > > — Slavko, Operations Manager, ServiceMaster Residential Vancouver > “We were losing 20-30k a year in dispatching double bookings alone. Now if a dispatcher tries to enter the same job twice, the system flags it. Skedulo helps us see our mistakes before they happen.” > > — Anthony, Director of Field Operations, Bay Area Traffic Solutions > “Skedulo is like having 10 more people working for us.” > > — Ashley, Operations Manager, Scrubbi > “Skedulo allows me to focus on my patients because I’m not worried about getting back to my computer to check emails.” > > — Shannon, Solace Pediatric Home Healthcare **Don't just take our word for it, see what our customers have to say.** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/impact-of-mobile-workforce-management/" type: "blogPost" title: "How Mobile Workforce Management Impacts the Employee Experience" author: "Nathan Schubert" date: "2025-06-17" description: "When mobile workers are both empowered and more prepared to do their jobs, the whole business benefits. Mobile workforce management can make it happen." lastmod: "2026-05-12" --- # How Mobile Workforce Management Impacts the Employee Experience Published June 17, 2025 · Updated May 12, 2026 · By Nathan Schubert · 9 min read The need for mobile workers continues to grow in industries ranging from home healthcare, to telecommunications, to utilities, to construction, to hospitality, and more. [Mobile workers](https://www.skedulo.com/learn/mwm-overview/) provide care, make deliveries, perform installations, maintain products, and deliver services in customers’ homes, offices, and wherever else they might be. Customers are 2.4 times more likely to stay loyal to your brand when their problems are solved promptly. Mobile workforce management (MWM) ensures their expectations are met by efficiently scheduling, equipping, and empowering workers to deliver excellent customer experiences. But [employees are more effective](https://www.accenture.com/us-en/insights/song/accenture-life-trends) when they feel valued, and [1 in 3](https://www.businesswire.com/news/home/20210608005127/en/Deskless-and-Shift-Workers-Are-Still-Suffering-From-a-Lack-of-Scheduling-Flexibility-and-Engagement) deskless workers say they feel unappreciated at work. More than half of deskless workers have [considered](https://www.quinyx.com/en-us/deskless-workforce) quitting, and 4 in 10 [did quit](https://www.unleash.ai/talent-management/beekeeper-4-in-10-frontline-workers-have-quit-in-the-last-year/) in 2024. It’s crucial for businesses to support frontline workers with the technology, mobile-friendly workflows, and communication they need to be successful. Read on to learn **how mobile workforce management impacts employee experience**, and **how to choose the right software** to streamline workflows and satisfy frontline workers. ## The benefits of mobile workforce management for deskless workers To optimize workflows it’s crucial to understand the needs of your business, customers, and employees. Do your frontline workers need [mobile workforce management software](https://www.skedulo.com/learn/mwm-overview/) or a field service solution? Let’s review the difference: - **Mobile workforce management (MWM)** [streamlines operations and improves the employee experience](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) for companies that need to schedule, monitor, track, or analyze the performance of mobile workers to drive business outcomes. - **Mobile workers **are workers whose fundamental job responsibilities do NOT take place in an office. We also use the term frontline workers, field workers, and deskless workers. - **Examples** of mobile workers include home health care providers, on-site trainers and service providers, general contractors, and trade workers. - **Field service management (FSM)** is [the process of overseeing and optimizing](https://www.skedulo.com/learn/field-service-overview/) the workforce, equipment, service, and operations in the field—especially for companies that install, maintain, or repair products that they own or sell. Industries like telecommunications, utilities, and logistics are commonly associated with field service. Mobile workers are the face of your company to customers. A highly motivated, satisfied, and well-utilized worker is more likely to present your brand in its best light. A great employee experience reduces turnover and the associated costs of recruiting, hiring, and training new staff. Satisfied, engaged workers also influence their colleagues’ perceptions of their employer—[which drives worker sentiment](https://mslgroup.com/whats-new-at-msl/one-third-us-workforce-missed-traditional-company-communications) more than internal communications or company statements do. Businesses that invest in MWM and FSM tools see improved [workforce utilization](https://www.skedulo.com/blog/workforce-utilization-in-field-service/), streamlined field operations, better communication, and more data-driven business insights. That's because mobile workforce platforms: - Generate smart schedules for mobile employees and adjust in real time - [Dispatch mobile workers](https://www.skedulo.com/blog/dispatch-operations-management/) more efficiently to new jobs - Match workers to jobs based on business priorities and best fit - Enable high-volume capacity planning - Offer mobile worker-friendly communication tools - Optimize workers’ travel routes and and monitor via GPS for safety - Log response times, job duration, service details, and travel time - Track employee performance KPIs for easy review by managers - Integrate and interoperate with CRM and other key systems Mobile workforce management can make or break the employee experience. Let’s take a closer look at how MWM impacts workers. #### 1. Better communication in the field Communication (or the lack of it) is a major pain point for frontline workers: [63% of mobile workers report](https://www.microsoft.com/en-us/worklab/work-trend-index/technology-unlocks-a-new-future-for-frontline) that communication doesn’t consistently reach them. More than a third of the mobile workforce doesn’t feel their voice is heard within their organizations, and 62% of these workers feel disconnected from leadership and culture at work. **How the right mobile workforce management software can help:** - MWM software connects deskless workers to each other, dispatchers, their supervisor, and the main office. - Mobile workers can share a status update, let the next customer know they are running behind, or facilitate a last-minute change to the schedule at the press of a button. - Real-time notifications on workers’ mobile devices reduce downtime, delays, and traveling to canceled or rescheduled jobs. - Workers can review job details and customer histories for upcoming appointments so they are prepared to communicate effectively and get the job done. - A simple and centralized communication tool replaces inefficient paper schedules and time-consuming (and/or dangerous) phone calls while workers are in transit. The advanced, mobile-friendly communication tools available in MWM software help workers feel more connected to their teams and more able to get support when they need it, which [nurtures inclusion and job satisfaction](https://www.skedulo.com/blog/6-strategies-to-improve-employee-engagement-in-healthcare/). #### 2. More streamlined tasks and workflows Collecting and reporting [data from the field](https://www.skedulo.com/blog/improve-field-data-collection/)—customer signatures, job details, site photos, customer preferences and feedback, and more—is a key aspect of mobile work. But [73% of field technicians report](https://servicecouncil.com/wp-content/uploads/2021/04/SC_VoFSE-Report_2021.pdf) they’re spending way too much time on paperwork. Plus, relying on manual data capture methods like paper and spreadsheets leads to lost, incomplete, and inaccurate data entry. Frontline workers also need quick access to training guides, equipment specs, policy documents, and company announcements. Companies that enable digital access to these resources are heading in the right direction—but if it [requires toggling between several different apps](https://hbr.org/2022/08/how-much-time-and-energy-do-we-waste-toggling-between-applications), workers are still wasting valuable time they could spend with customers. **How the right mobile workforce management software can help:** - Automating straightforward processes, like sending invoice details to Accounts Payable upon job completion, reduces administrative burden for frontline workers so they can [focus on customer service](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). - Workers can document job notes and next steps in the MWM platform in real-time, even when out of range of cell service. - Integrations and interoperability with other key systems, like [ERP](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), CRM, and HRIS systems, centralize information from multiple platforms to a single source of truth. - Workforce scheduling is a faster and more effective task when MWM tools match workers to jobs based on worker skills, business priorities, customer needs, real-time availability, and dozens of other factors. - Data analytics help [identify outliers and trends](https://www.skedulo.com/learn/ai-agents/) in service data, so operations teams can address points of friction in the field service workflow. Before implementing a mobile workforce management solution, [Easterseals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/) used a large and elaborate spreadsheet to track complex scheduling needs. After implementing MWM software, their deskless workforce was able to spend more time interacting with customers and less time on paperwork, which significantly improved employee experience by reducing stress and improving work-life balance. #### 3. Higher job satisfaction When workers are well-equipped with MWM technology, they can arrive with the job details, customer history, and background knowledge they need to be successful. The more prepared and confident workers are, the more engaged they are—and deskless workers who enjoy their work are [62% less likely](https://www.bcg.com/publications/2024/deskless-workers-want-to-enjoy-their-work-too) to consider a new job than those who don’t. Mobile workforce management also helps balance employees’ workloads, which is [a key component of job satisfaction](https://asana.com/resources/why-work-about-work-is-bad). On the flip side, low job satisfaction [leads to employee turnover](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/). Staff attrition is demoralizing for workers, results in the loss of valuable institutional knowledge, and comes at a huge financial cost to the company. Companies with lower employee satisfaction experience [33% higher turnover](https://www.bcg.com/publications/2024/facing-deskless-labor-shortage-with-technology) than their competitors, not to mention measurably lower productivity. Poor-performing field workers take nearly [four times](https://discover.aquant.ai/service-benchmark-report) as long and need nearly three times the visits to get the same work done as their top-performing peers. **How the right mobile workforce management software can help:** - MWM software enables a consistent employee experience that assists with timely onboarding, learning, and ongoing employee development. - Easy communication tools give workers a channel to provide feedback, ask peers or managers for guidance, or request additional training. - Aggregated performance data and KPIs can be readily incorporated into reviews to highlight employee success and growth opportunities. - A user-friendly mobile app makes workers feel more prepared for each job and look up key details (e.g. equipment specs, troubleshooting guides) in the moment. - Streamlined field service workflows reduce the frustration of repetitive, monotonous, redundant, and manual tasks. - Smart scheduling and job matching assigns workers to the jobs that best suit their skills, a key element of employee satisfaction. With a strong connection to their customers and company, frontline workers experience [a sense of belonging](https://www.skedulo.com/blog/belonging-at-work-for-mobile-workers/) that drives up engagement, attendance, and retention. #### 4. More time with customers (and less travel time) Mobile workers are more punctual and efficient when they spend less time in traffic and aren’t rushed at appointments—and their timeliness and productivity delights customers. [Route optimization](https://www.skedulo.com/blog/routing-scheduling-software/) delivers the best route every time, factoring in a wide range of data points: scheduling and dispatching parameters, service-level agreements (SLAs), business priorities, fuel expenses, traffic and weather conditions, and more. This [improves workers’ safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) by reducing the need for cell phone use, and it enables workers to spend less time behind the wheel. **How the right mobile workforce management software can help:** - AI and API integrations with third-party applications bring in real-time external conditions: weather, traffic, fleet vehicle availability, job site accessibility, etc. - Centralized GPS data, communications, and schedules in a single app reduces distractions for workers on the road. - [Smart scheduling](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/) minimizes downtime and delays between jobs, prioritizes jobs appropriately, and sequences them to reduce needless travel. - Customizable parameters enable schedulers, dispatchers, and managers to account for complexities and last-minute changes to worker availability and customer needs. - Easy access to historical data helps ensure optimal scheduling and route planning based on seasonal and market trends. #### 5. More agile and adaptable to real-time changes Last-minute cancellations, changes to job details, jobs running longer than scheduled, or external conditions like weather or traffic create drag on operational efficiency. Deskless workers need to pivot in real-time to adapt to changes with minimal impact to productivity and customer satisfaction. **How the right mobile workforce management software can help:** - Automated real-time updates alert workers when schedules change and alert customers when the worker’s ETA changes. - Schedulers gain visibility into workforce operations from a single view, allowing them to drag and drop to fine-tune schedules. - Smart scheduling creates effective first drafts and matches workers to jobs based on preset priorities and goals. - Instant messaging, real-time push notifications, and SMS messages centralize communications alongside job details and customer data. - MWM software collects performance metrics and displays data in simple dashboards so [leaders can track KPIs](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/) and work with staff to improve first-time fix rates, customer satisfaction scores, etc. The ability to adapt to changing priorities is the [leading reason](https://info.digital.ai/rs/981-LQX-968/images/RE-SA-15th-Annual-State-Of-Agile-Report.pdf) businesses cite for bringing AI into their mobile workforce management strategy. Mobile workers welcome the potential of MWM tools and are [eager to embrace new tech](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/) that can help them be more efficient, productive, and satisfied in their work. #### 6. Makes customer interactions easier Mobile workers interact with customers frequently, and the success of these interactions depends on many factors: ease of scheduling an appointment, time between scheduling and service, how prepared and punctual the worker is, how quickly the issue is resolved, and more. When workers are better equipped to be on time [and deliver excellent service](https://www.skedulo.com/blog/field-service-customer-satisfaction/), their day-to-day customer interactions get easier. **How the right mobile workforce management solution helps:** - Smart scheduling software factors in location, worker credentials, and available resources to create schedules that are less likely to change. - Jobs are scheduled and dispatched through on-demand technology, something [89% of customers](https://www.reachoutsuite.com/how-field-service-management-firms-can-stay-competitive-in-the-coming-decade/) expect. - Travel time, estimated resolution time, and route optimization keep mobile workers moving to and through appointments reliably. - Automatically notify customers via their preferred channel (chat, email, texting, or phone call) to share updates. - Self-service capabilities that readily integrate into a business’ website allow customers to schedule (and reschedule) appointments at times that work best for them, complete paperwork in advance, and note preferences that inform job matching, scheduling, and dispatching. It pays to create an environment that empowers deskless workers. The market is only getting more competitive, and the customer experience is an important differentiator. Almost 75% of companies that implemented MWM tools saw customer satisfaction rates [increase alongside worker productivity](https://www.isemag.com/5g-6g-and-fixed-wireless-access-mobile-evolution/article/14267535/fields-of-gold). When Area Wide Protection (AWP) upgraded their manual scheduling processes to a MWM platform, they [increased scheduling and dispatching efficiency by 86%](https://www.skedulo.com/customers/area-wide-protective/), empowering their mobile workforce to delight more customers and outperform competitors. ## What’s next? Find the right mobile workforce management platform Companies who support their mobile employees with modern solutions reap the benefits of more engaged, productive, and satisfied workers. Investing in the right technology empowers and equips workers to do their very best work in every interaction. Skedulo mobile workforce management software is built to simplify the frontline worker experience. Manage and balance employees’ workloads with [smart scheduling](https://www.skedulo.com/product/skedulo-intelligence/) features, and automate straightforward tasks to save time. Communicate quickly and easily [from any device](https://www.skedulo.com/product/mobile/) with multi-language support. Ready to learn more? See how Skedulo led [Regal Health](https://www.skedulo.com/customers/regal-health/) to better retention of home healthcare workers, or [request a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/improve-customer-retention-in-field-service/" type: "blogPost" title: "How to Improve Customer Retention in Field Service" author: "James Huddleston" date: "2024-11-14" description: "Struggling to keep customers coming back to your field service business? Learn which strategies can boost your customer retention rates." lastmod: "2024-11-14" --- # How to Improve Customer Retention in Field Service Published November 14, 2024 · By James Huddleston · 10 min read Customer retention is vital for any business to stay afloat, particularly in industries that rely on field service workers. Not only do repeat customers keep revenue stable, it’s easier and more cost-effective to retain a current customer than it is to market to and capture a new customer. Plus it’s easier to cross-sell or upsell people who’ve already purchased from you and trust your brand. But these days, customers’ expectations are at an all-time high. According to [a 2023 Zendesk report](https://www.zendesk.com/blog/customer-experience-statistics/#), 72 percent of customers expect immediate service, and a [recent Microsoft report](https://clouddamcdnprodep.azureedge.net/gdc/gdcxqfkoN/original?ocid=mkto_eml_EM582302A1LA1?ocid=eml_pg154486_gdc_comm_ba&mkt_tok=MTU3LUdRRS0zODIAAAGLOQxhXTh4WNZqZi0Koj6UpeBhAMBeb-BQ-mGRh3xLImK9La1u5MMyZovDaXvGyLUT6G4a1MM6_KOg8Dkaa4Ha0DR-NXVaGIcZJmHiFaWI1JtWSnpkvstR1g) states that 55% of customers expect companies to improve their customer service year after year. And that’s just the tip of the iceberg. To stay ahead of consumers’ rising expectations for the customer experience, companies need to implement thoughtful strategies to keep people coming back. In this article, we’ll cover some of those strategies to boost customer retention and how your field service workers can help you get there. ## Deliver excellent customer service One of the most critical ways to improve your customer retention rates is to offer outstanding customer service. According to the [State of the Connected Customer report](https://www.salesforce.com/content/dam/web/en_us/www/documents/research/State-of-the-Connected-Customer.pdf), 80% of respondents claimed that the customer service they experience is just as important as the products and services themselves. Of customers who report feeling less valued, [almost half (47%)](https://www.accenture.com/content/dam/accenture/final/accenture-com/document-2/Accenture-Life-Trends-2024-Report.pdf) said poor customer service is the leading reason why. For field service workers, that means coming to each job site with the right tools, knowledge and up-to-date information to hit the ground running. But what does that mean in practice? Let’s discuss some specific strategies to support [field service staff in offering the best possible experience](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) for their customers. ##### Arrive on time The first step to excellent customer service is to show up to the job site when the customer expects you. To help your field service team members do this, [you need effective schedules](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/). That means accounting for variables such as travel time between job sites, the type of service, and the skill levels of the staff available for the day. It also means you have to be agile enough to manage unexpected changes, like unplanned staff absences. ##### Improve response times Showing up quickly for emergencies is one of the best ways to avoid frustrated customers and keep [important field service key performance indicators (KPIs)](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/), like mean time to service, in healthy territory. Not only do timely responses provide a superior customer experience, they help build brand loyalty, too. To ensure your team is nimble enough to juggle emergency calls with regular appointments, you need a sophisticated scheduling system. It should keep the job queue balanced and ensure emergencies are marked with clear visual cues to staff. ##### Communicate well and often Good communication translates to results across all industries, and it ties back to every single stage of your customer’s experience. - **Pricing** - Start by being transparent about pricing for goods and services and what each price point entails. - **Pre-appointment** - Follow up by sending reminders for upcoming appointments and cancellation policies—even better, [automate these reminders](https://www.skedulo.com/blog/challenges-mobile-workforce/) to take this onus off staff. - **Provide service** - Make sure you actively engage the customer during their appointment to see if they have questions about anything. These questions could lead to the chance to upsell or offer complementary services. - **Post-service** - Once you’re done, promptly provide any necessary status updates. According to [that same Salesforce report](https://c1.sfdcstatic.com/content/dam/web/en_us/www/documents/research/salesforce-state-of-the-connected-customer-4th-ed.pdf), 82% of customers are already using or interested in using a self-serve portal. So ideally, you have a robust scheduling platform that offers a self-service portal for customers to check on these updates or any follow-ups. - **Personalized lead nurture** - After follow-up appointments or services, it’s critical to stay in touch with your customers to stay on their radar and [improve customer retention rates](https://blog.hubspot.com/marketing/7-effective-lead-nurturing-tactics). For example, a week after the customer’s appointment, you might offer a coupon they can use for future service. ##### Come prepared to do the job Set your field service workers and technicians up to do their job well the first time. That means they have the right physical tools _and_ access to necessary data from your customer relationship management (CRM) platform, like key information about the current job and the customer—plus historical data on past appointments. It also means they have enough time, including travel to and from sites, baked into their schedules. The best way to set your team up for success here is to use an intelligent field service management platform that integrates with your CRM and allows for custom rules, like prompting technicians to view customer records before a job starts or updating the job status only when the assigned worker is a specific distance from the job site. These sorts of actions can improve key field service KPIs, like [first time fix rates ](https://comparesoft.com/field-service-management-software/first-time-fix-rate-ftfr/)(i.e., whether or not issues are solved in a first appointment), which can bolster brand reputation and reduce customer churn. ##### Be consistent Excellent customer service can’t happen in spurts—it needs to be consistent. In [one recent survey from PWC](https://www.pwc.com/us/en/advisory-services/publications/consumer-intelligence-series/pwc-consumer-intelligence-series-customer-experience.pdf#page=9), 59% of U.S.-based respondents reported they’d stop doing business with a brand after several disappointing experiences—and 17% said they’d leave after just one bad experience. To make sure bad customer experiences don’t plague your brand, start by ensuring processes and workflows are clearly documented and easily accessible to the right people. Then incorporate regular quality assurance (QA) checks to get a good sense of how well staff are doing their jobs. Depending on your industry, this could mean sending out post-service customer surveys or having designated QA technicians physically check behind workers. Regardless of your industry, this data should all feed into a field service management platform that can transform this data into easy-to-read dashboards that provide insights into how to improve. ## Make repeat business easy Stellar customer service is just the start of preventing customer churn. You also need a way to make sure it’s as painless as possible for people to work with you at every step of their experience. There are several ways to do that, from loyalty programs to offering easy appointment booking options. Let’s review some of the best ways to make repeat business easy for customers. ##### Service plans or maintenance contracts The more you take the mental load off of customers, the better. Just like how autopayments make it easy to pay bills, service plans that include a predetermined number of appointments help lock in repeat business by removing the need for someone to plan for scheduled service. ##### Booking appointments online or via a self-service portal Another way to make appointment booking painless for customers is to offer self-service booking capabilities online. No need to set aside time to call and connect with a person—just a couple of clicks and they’re all set. ##### Easy payment options That easy self-service should extend beyond booking, too. By offering online invoicing and payment options, customers can track and take care of lingering financial obligations quickly and easily, boosting their positive experience. ##### Consider useful partnerships Researching and vetting which companies to patronize is one of the most overwhelming steps of the customer journey. Plus, customers are more likely to try a new business/service if it comes highly recommended. Consider ways to grow and sustain your customer base through strategic partnerships with other businesses you trust. For instance, if your company installs solar panels, consider partnering with a trusted local roofing company; offer a small discount to their customers who end up using your business for solar panel work. ##### Consider a loyalty program for repeat customers Aside from taking the onus of decision-making off of the customer to encourage them to come back, incorporate incentives into your business strategy. A popular way to incentivise people to become repeat customers is by offering a loyalty program. In fact, according to [a recent report from Yoto](https://www.yotpo.com/the-state-of-brand-loyalty-2022/emotional-loyalty-is-in-and-has-to-be-earned/), 60% of people surveyed said that a loyalty program would make them more likely to stick with a brand. ## Show your appreciation to customers Another way to improve customer retention is to show patrons how much your brand values them, from leveraging data to injecting some humanity into your interactions. ##### Track customer satisfaction The best way to get a sense of how happy customers are is to ask them. Find KPIs that [tie in with customer satisfaction](https://www.skedulo.com/blog/field-service-customer-satisfaction/) and use them to help construct a customer survey to send out periodically, ideally right after they’ve received service. Consider metrics such as a customer satisfaction score (CSAT), which measures how pleased someone was with their experience, or the [customer effort score (CES)](https://www.skedulo.com/blog/customer-effort-score-ces-and-how-to-use-it/), which measures how difficult it was for someone to interact with a company. The less effort they have to put in, the better! Instead of relying on follow-up calls or emails that often go unanswered, make it easy to collect customer feedback at the time of service. Build a custom form, make it available on mobile devices, and prompt workers to collect feedback in the final stage(s) of the service appointment. This improves the accuracy of customer feedback without adding significant administrative work to field workers’ plates. ##### Collect and use customer feedback Once you have mechanisms in place to gather satisfaction scores, set up ways to collect other feedback from customers. For instance, someone might have a suggestion for how to improve their experience or a service they wish your business offered. Set up places where patrons can send in open-ended feedback, like a form on your website or a text box option in surveys. ##### Address customer issues/complaints promptly Don’t let problems with services or products fester—the longer you wait, the more likely the customer is to disengage. Remember, according to [PWC](https://www.pwc.com/us/en/advisory-services/publications/consumer-intelligence-series/pwc-consumer-intelligence-series-customer-experience.pdf#page=9), 59% of customers would stop doing business with a brand after several disappointing experiences—and 17% would stop after just one bad experience. Monitor KPIs like abandoned call rates and first time fix rates (FTFRs) to keep a finger on the pulse of potential issues. It’s also good practice to routinely go through reviews on platforms like Google and Yelp to get in touch with customers who had a bad experience to rectify things promptly. ##### Celebrate successes Don’t forget to focus on the positives, too. Highlight success stories by creating case studies to share with prospects and sending congratulatory emails or mailers to customers for milestones like birthdays or anniversaries of doing business with you. It’s also wise to stay active and visible on your company’s social media channels; highlight positive feedback and celebrate staff successes to reinforce the human element of your brand. ## Anticipate customers’ needs When it comes to [creating the best customer experience possible](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/), it’s better to be proactive rather than reactive. It all comes down to putting yourself in the shoes of your customers. Let’s review some of the ways a business can get that valuable perspective to improve customer retention. ##### Leverage field service data Take advantage of on-hand data. Use service histories to identify what the next service a customer might need is. For example, if an HVAC technician noted that a customer’s coolant was low during the last visit (which likely means there’s a leak), follow up within a reasonable timeframe to offer a leak check or other reasonable service for that customer’s system. You can also use this service history to identify upsell or cross-sell opportunities. For instance, someone who’s considering installing [solar panels](https://pv-magazine-usa.com/2024/02/23/field-service-bridging-the-gap-in-solar-adoption/) might bite on upgrading from a lower-efficiency panel to a higher-efficiency panel. ##### Provide helpful content Put together a resource center that addresses common concerns and questions a customer might have. These resources can be formatted in a variety of ways, from simple blog articles to thorough help guides or technical documentation. Regardless, make sure those resources are easily accessible to both staff and customers. ##### Simplify invoicing Similar to making sure customers have an easy way to pay, simplify the invoicing process, too. Lean on a robust field service management platform that can [automate invoicing tasks](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/), like generating and sending the invoices themselves, and sending reminders to clients after a certain number of days. ## How Field Service Management Software Improves Retention Customer retention has an outsized effect on the business as a whole: in fact, only a [5% increase in customer retention](https://blog.hubspot.com/service/customer-retention) can lead to 25-95% higher revenue. A robust field service customer retention strategy is multi-faceted, and much of it relies on good data and strong, efficient operations. Skedulo offers an intelligent field service management platform that equips workers to provide excellent service, arrive on time, and complete the job successfully. Use automated messages to keep customers informed, employ schedule optimization to fit in urgent jobs, and use job-matching to ensure customers’ jobs are always matched with a worker with the skills, experience, and equipment to do the job. Skedulo Plus, the Skedulo mobile workforce management app, is a flexible and user-friendly tool built for mobile work. Skedulo Plus makes job details available on the go so workers arrive prepared for the next job. It also provides GPS data and route optimization so customers get more accurate appointment times and status updates. Field service operations teams can create custom forms for specific roles and situations, equipping field service techs to perform their work more consistently, confidently, and effectively. Customize forms, user views, data fields, and more to suit your unique workflow and impress your customers. Want to learn more about how Skedulo can help you retain customers? [Book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/improve-field-data-collection/" type: "blogPost" title: "How Improved Field Data Collection Drives Operational Efficiency" author: "Craig Panigiris" date: "2021-10-29" description: "A successful field data collection process leads to improved productivity, customer satisfaction, and growth. Learn how the right tools can help." lastmod: "2021-10-29" --- # How Improved Field Data Collection Drives Operational Efficiency Published October 29, 2021 · By Craig Panigiris · 5 min read Most organizations with a field service component already understand the significance of leveraging data from the field. But they also know that capturing, storing, and analyzing that data is sometimes a huge hurdle, both for field workers and for the back-office employees who are tasked with syncing it back to a central system. Fortunately, there are some tried-and-true practices for ensuring success. Improving your field data collection is an attainable goal once you understand what might be holding you back and how the right tools and processes can help you to course-correct. ## What Is Field Data Collection? [Field data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) is the process of capturing key information while interacting with customers or conducting work in the field. It’s an essential part of understanding and improving field service operations, as field data provides transparency into customer experience, growth opportunities, employee performance, productivity, and more. From customer preferences, feedback, and signatures to job details, site photos, and more, tracking and using the right data is essential for any organization that relies on [employees in the field](https://www.skedulo.com/learn/field-service-overview/) to carry out services. Healthcare providers, independent contractors, frontline workers (like protective service workers), sales employees, and nonprofit volunteers, can all greatly benefit from field data. Thus, it’s essential that the field data collection process—and the tools they use to support that process—are as seamless as possible. ## Common Challenges in Field Data Collection But field data collection is only useful if the data you capture and analyze is accurate and the means for collecting it are efficient. Organizations in [today’s field service industry](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) still face some challenges that can hinder their data collection process: - **Manual data capture - **If you’re still using tools (like an outdated field service management system) that require paperwork, cumbersome spreadsheets, or redundant administrative tasks, you’re likely piling on unnecessary work for employees _and _letting key data fall through the cracks. [Manual tools and processes](https://www.industryanalysts.com/111620_rocsoft/) slow down data collection and increase the risk of losing key job details. - **Lost, damaged, incomplete, or incorrect forms -** Let’s face it, [field workers](https://www.skedulo.com/blog/field-workers/) and back office employees already have their plates full. When you add on the expectation of filling out, tracking, and entering forms into a separate database, you open the door to possible mistakes. And it’s difficult—if not impossible—to garner value from your data if some of it has been lost or improperly captured. - **Inaccurate/lack of location data - **Location data can be used for route optimization, job matching, scheduling, and [ensuring worker safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/). But some tools either don’t track location data or do so inaccurately, which can negatively impact operations that rely on knowing the current positions of field workers. - **Transcription errors - **Not only is it time-consuming to require field or administrative workers to manually transcribe information into a separate database once they’re back in the office—it’s also risky. Adding an extra step between collecting data in the field and entering it into a system for storage and analysis means widening the gap for human error. - **Connectivity issues - **When workers are in the field, there’s no guarantee that they’ll have access to the internet. Some FSM systems and data collection tools aren’t able to work offline, which means the data captured on a job site with limited or no connectivity is lost. How to Improve Field Data Collection Field data collection doesn’t have to be a headache for already overburdened teams. When done correctly, it can become an invaluable asset that makes managing a [deskless workforce](https://www.skedulo.com/learn/deskless-workers/) easier (instead of an extra step that hinders [employee productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) and operational efficiency). [With the proper tools](https://www.skedulo.com/resources/field-service-management-software-checklist/) and processes, your organization can make field data collection more efficient, reliable, and consistent. In turn, the insights gleaned from that data lead to [happier customers](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), a stronger [competitive advantage](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/), and [operational excellence](https://www.skedulo.com/blog/achieving-operational-excellence/) that improves your bottom line. To improve your process and get the most out of your field data, look for a tool that offers: - **Mobile-first capabilities - **Your field workers need a platform that’s [built to work seamlessly](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/) and support their unique needs, regardless of where they are. And the easier it is for them to gather and access data in the field, the more likely it is that that data will be accurate and complete. Choose a tool that’s specifically designed to enable easy field data collection where it’s most important—in the field! - **Data collection regardless of wifi connectivity or cell service - **Workers need the ability to collect data even when they’re offline or don’t have access to cell service. Modern solutions allow field workers to capture data offline, then automatically sync that data to the system once the app reconnects with wifi or service. Colleagues who work in the office (e.g. schedulers, dispatchers, and customer service reps) and even other mobile technicians should be able to access that information whenever they need it. - **Automatic syncing with other existing systems - **Your [existing systems](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) need to be able to talk to each other if you want to avoid the duplication, siloing, and data loss often associated with disparate tools. Instead, find a solution that can seamlessly sync the information you collect with your CRM, centralized information storage, payroll, HR, and more. Your teams will save the time it would otherwise take to pull everything together, which will streamline processes and benefit both sales and invoicing. - **Secure capture of information - **The ability to capture key information in the field is crucial, but only if you can guarantee that that data [remains secure](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/). This is particularly crucial for organizations in the [healthcare industry](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/), who must meet certain compliance requirements. Photos, field notes, surveys, signatures, customer details, and more should live in one centralized, secure location. - **The ability to take and store photographs - **Your software should make it easy for field workers to capture, store, and forward photographs within the mobile app, alongside other pertinent job and customer information. This eliminates the struggle of shuffling through a digital camera or smartphone photo library, where things can easily get mixed up, deleted, or forgotten. And because it’s all in one app, this capability also greatly reduces the security risk of storing photos on individual devices. - **Custom forms - **It’s also essential to enable the collection and storage of unique job details, as field workers often need to keep track of important information that might otherwise go undocumented. For example, modern apps include custom forms for healthcare workers, who need to capture health data, incident reporting, time and attendance, and payroll data. Achieve Operational Excellence With Efficient Field Data Collection Transparency is crucial for identifying operational challenges with field data collection. A robust [deskless productivity software](https://www.skedulo.com/blog/what-is-deskless-productivity-software/) provides everything you need for seamless data collection, while offering you an accurate picture of your customer experience, employee performance, productivity, and more. This increased visibility drives operational effectiveness, illuminating opportunities to reduce costs, improve worker productivity, and optimize operational flows to provide more consistent service to customers. [Skedulo’s deskless productivity cloud](https://www.skedulo.com/platform/) is mobile-first, secure, user-friendly, and puts the power of your field data in your hands, helping you to drive efficiency by uncovering opportunities for growth. Learn more about [how the right software](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) can easily capture and analyze data that your business needs to break down barriers for your deskless workforce. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/improving-healthcare-revenue-cycle/" type: "blogPost" title: "How to Improve the Healthcare Revenue Cycle" author: "Laura Przybek" date: "2023-06-20" description: "Strong healthcare revenue cycle management is vital for profitability and patient satisfaction. Learn key strategies and tools." lastmod: "2026-05-12" --- # How to Improve the Healthcare Revenue Cycle Published June 20, 2023 · Updated May 12, 2026 · By Laura Przybek · 12 min read The revenue cycle is, of course, essential to the success of any healthcare organization and its patients. But poor management of the revenue cycle negatively influences the health and financial wellness of customers as well as the revenue, growth, and operations of the business itself. Inadequate tools and manual processes hinder the company’s ability to optimize the revenue cycle. And while this can be problematic in any industry, it’s particularly detrimental to organizations in healthcare That’s because they depend on accurate, efficient revenue cycles to remain profitable and viable, and therefore able to provide excellent patient care Improving this cycle with up-to-date software and practices can result in better quality of care and quality of life for all parties involved; and getting it right requires tools that enable patient self-service, efficient scheduling, intelligent analytics, and seamless collection of and access to data. ## Understanding the Healthcare Revenue Cycle The healthcare revenue cycle refers to all of the activities associated with receiving payments for service, from scheduling, to insurance and eligibility verification, to delivery of care, to collection of payment. While the exact revenue cycle may vary from one healthcare organization to the next, most companies follow a common progression: - **Patient scheduling - **Once a patient requests a service, an appointment is scheduled. This can be done through a self-service patient portal or an administrative staff scheduler, who will collect their information to match them with the right provider. - **Insurance and eligibility verification - **Before the provider delivers care, a staff administrator will gather the patient’s insurance information and determine their coverage eligibility. - **Charge capturing and coding - **Each patient service corresponds to a medical code, which administrators then transcribe into a billable charge. Insurers use medical codes to establish reimbursement amounts. - **Claims generation and submission - **After coding a patient’s services, administrators send a claim to the patient’s insurance company for verification and approval. - **Payment collections - **If a patient’s claim is approved, the insurance company will reimburse the healthcare provider based on eligibility. If the claim is denied—or if there are any additional, outstanding costs—the provider must contact the patient to collect the payment. ### What is Revenue Cycle Management? Tracking the myriad moving parts within the healthcare revenue cycle can be quite complex, especially as an organization scales. Without the proper processes and tools, key details can fall through the cracks, leading to errors that delay provider reimbursement. To avoid missteps, healthcare organizations need an effective revenue cycle management (RCM) practice. RCM is the process of managing all of the [operational functions](https://www.skedulo.com/blog/operations-management-in-healthcare/) related to the business’s revenue cycle. The performance of a healthcare business is directly connected to the quality of their revenue cycle management. RCM ensures a steady and accurate flow of information and communication across each step of the cycle, so it runs like a well-oiled machine. Effective RCM also helps maximize claim reimbursement, so the business can boost revenue without having to increase the cost of service to its patients. A strong RCM process eases administrative burdens (like spelling errors, typos, etc.), increases hospital revenue, decreases the likelihood of claim denial, and helps the organization avoid both healthcare and patient fraud. To reap these benefits, healthcare organizations need RCM software that ties everything together. These systems automate many of the tasks involved in the revenue cycle process, including billing and collections. When paired with a sophisticated scheduling solution, RCM software can help businesses circumvent lagging or missed revenue and positively impact their overall health and profitability. ## Challenges of The Healthcare Revenue Cycle The importance of a healthy, streamlined revenue cycle is clear; so why do so many healthcare organizations still struggle to get it right? The reality is that many haven’t yet leveraged the proper strategies or tools for support. In fact, [90% of healthcare providers](https://www.businesswire.com/news/home/20190415005538/en/) still use paper and manual processes for patient [data collection](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/). It’s a time-exhaustive, inefficient, and mistake-laden method that creates challenges in a variety of areas across the revenue cycle, including: - **Patient scheduling - **Manual patient scheduling methods simply slow down the healthcare revenue cycle. It’s time-consuming and error-prone for administrators to receive a patient appointment request, manually match that patient to the right provider (based on location, qualifications, patient history, etc.), and verify the apportionment. Re-entering appointment data into several systems of record is equally time-intensive and vulnerable to human error, and increases the number of leakage points across the cycle—especially as the organization scales. - **Collection of payments - **[77% of providers](https://www.businesswire.com/news/home/20190415005538/en/) say it takes more than a month to collect any payment. It’s a delay caused by manual data capture and re-entry into systems, patient misunderstanding of coverage versus individual responsibility, and complex scheduling and billing processes. Without the right technology, collecting reimbursements from insurance companies and payments from patients is often a tiresome nightmare; and one that’s riddled with high rework and claim denial percentages. An inability to efficiently collect payments can, over time, make it difficult for a healthcare organization to continue treading water without driving up its costs of service. - **Chart documentation errors - **Patient charts are essential, both for documenting care requirements and prescribed services as well complying with legal requirements. Chart documentation errors can result in inaccurate, low-quality data, which can—in turn—negatively impact patient care _and _claims reimbursement revenue. Some healthcare organizations have adopted specific programs, like [clinical documentation improvement (CDI)](https://www.aapc.com/clinical-documentation-improvement/), in an effort to boost documentation accuracy, ensure proper claims submissions, improve patient outcomes, and reduce the chance for unfavorable audits. But lack of team-wide training and resources on standards and inadequate documentation tools threaten their ability to reduce human error. This is especially true for organizations that still rely on paper-based documentation methods, as misinterpreted handwriting, incomplete notes, and transcription errors can make it difficult to properly plan for patient care or prove the delivery of services for insurance billing purposes. - **Coding errors - **There are [several different coding errors](https://www.duvasawko.com/medical-coding-errors/) that can turn into costly mistakes for your healthcare organization, including upcoding, unbundling, and undercoding. Many healthcare companies have neglected the importance of investing both in education around proper coding methods and in sophisticated tools that automate and verify the process. But insufficient training and lackluster software don’t do much in the way of helping prevent coding errors, and an inability to catch them before claim submission causes high denial rates that impact reimbursement and, thus, revenue. - **Changes to regulatory practices and compliance - **Remaining compliant with ever-evolving laws, policies, and regulations around healthcare billing and reimbursement is often a significant challenge for healthcare organizations. It’s especially difficult when the organization’s departments work in silos, with a separate focus on singular functions. For example, care providers likely prioritize patient outcomes, while administrative and operational staff fixate on collecting and increasing revenue. Without the education, processes, and systems in place to ensure compliance is at the heart of patient data entry, care delivery, and other activities within the revenue cycle, regulatory changes can quickly result in costly noncompliance penalties. ## 5 Strategies to Improve the Healthcare Revenue Cycle Improving healthcare revenue cycle management requires a few major shifts in strategy. These changes are well-worth the required investment of time and budget, as boosting RCM efficiency and efficacy can lead to better patient experiences, increased staff productivity, and a healthier bottom line. Here are five key strategies your organization can leverage for greater RCM success: ### 1. Leverage intelligent scheduling software [Efficient patient scheduling](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/) is a vital part of the revenue cycle and the organization's operational health. Matching each patient to the right provider (based on skills, qualifications, patient history, etc.) is a complex, error-prone process if administrators rely on paper-based, manual methods—and this outdated approach typically requires repetitive data re-entry into other systems of record. Intelligent, [automated scheduling software](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) can make the process more accurate and seamless, and eliminate the extra step of re-entering patient and appointment data into separate systems. Some tools automatically match patients to the appropriate provider, so staff schedulers don’t waste time digging through patient records and caregiver details to schedule each visit. As the organization scales and patient rosters grow, robust scheduling technology easily handles the myriad details surrounding scheduling, so administrators can focus on other revenue-generating tasks. With the right software, all of this data is instantly and securely shared across critical systems, so eligibility verification, claims submission, billing, and payment collection are managed with accuracy and ease. When a patient requests a care appointment, the staff scheduler can instantly field the request in a single, centralized platform that shows them all the up-to-date details they need to schedule the visit. They can see the patient’s previous appointment history, whether or not the requested appointment type is recognized by the patient’s insurance company, and any qualified providers who are available for the visit. [Modern scheduling software](https://www.skedulo.com/blog/healthcare-scheduling-tool-checklist/) even enables batch optimization, so administrators can easily ensure eligibility of coverage prior to care delivery; which protects revenue that might otherwise be lost or delayed by a claim denial. Schedulers can access co-payment amounts, then send notifications of those amounts to patients before their arrival (or past-due notifications post-visit) to ensure timely payment. Up-front, transparent information regarding individual payment responsibility results in better patient engagement and satisfaction, as well as faster collection. Automated scheduling also helps healthcare organizations maximize the number of patients their caregivers are able to serve. By [optimizing their caregivers’ schedulers](https://www.skedulo.com/blog/fair-scheduling-for-home-health-providers/) (based on predetermined objectives), businesses ensure less provider downtime without risking premature employee burnout or subpar quality of care. The result is a more efficient, productive, and profitable team that can create and execute on pre-verified, revenue-protected schedules. ### 2. Use advanced analytics Most healthcare companies are well aware of the importance of data when it comes to identifying trends and patterns and making informed decisions to improve business outcomes. Yet many still lack the breadth and quality of data needed across every critical function to drive truly meaningful improvements. If your organization hasn’t yet leveraged advanced data analytics as part of its revenue cycle management strategy, it may be time to consider how that lack of deep analysis and understanding might be holding you back. Data analytics can play an enormous role in optimizing the RCM process; from scheduling, to eligibility verification, to medical coding, to claim submissions, and, of course, payment collections. With robust analytics tools, operations teams can quickly discover problem areas within the revenue cycle and fix them before they become larger issues. Since modern platforms [connect and analyze data](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/) from various critical sources (e.g. your finance software, HR and payroll systems, [EHR technology](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), scheduling platform, and more), then generate easy-to-read reports, your team can rest easy knowing they’re working from the best, most up-to-date information possible at any given time. And as regulations continue to change, analytics can help your business ensure price transparency and quality care with patients, more accurately predict claim results, and gain insights into further revenue opportunities moving forward—all while maintaining compliance. ### 3. Keep forms simple and customer-centric Some surveys show that more than half of Americans are confused by health insurance; a staggering fact that may shed light on delayed (or completely lost) patient payments. By offering up-front price transparency, providers can help mitigate some of that confusion, but that still leaves revenue on the table in the form of claim denials. To [keep patients engaged](https://www.skedulo.com/blog/understanding-patient-engagement/) while also reducing the risk for denials, healthcare organizations should develop and leverage simple, patient-friendly forms through the end-to-end care delivery process. Scheduling, insurance, and billing should be as easy as possible for patients so as to avoid errors that might defer claim approval and reimbursement. Businesses should operate under the assumption that their patients do not have deep knowledge around their own financial responsibility versus that of their insurers’, nor the time to fill out overly complicated, lengthy forms. ### 4. Invest in user-friendly mobile interfaces Another way to ensure convenience and engagement (for patients and [providers](https://www.skedulo.com/blog/key-approaches-to-retaining-your-healthcare-staff/) alike) is to leverage user-friendly mobile interfaces for data capture. Some mobile platforms allow patients to register, self-schedule their care appointments, access their previous care history, provide insurance information and consent signatures, and even pay their remaining balance. Plus, since everything is conducted and collected in a single, centralized place, providers always have seamless access to patient schedules and medical histories, preferences, and more—which empowers them to provide the best care possible. With the right mobile-friendly platform, healthcare organizations can even automate the medical coding and insurance verification processes, which saves time otherwise spent re-entering and confirming that data in a separate system. For instance, a patient can request an appointment through the provider’s website, where they enter their symptoms, pertinent medical history, insurance information, and any other necessary patient details. Then, a staff scheduler can instantly verify the patient’s coverage eligibility, match the patient to an appropriate, qualified provider, and provide them with an accurate estimate of their individual financial responsibility. After the patient’s visit, administrators can send a billing alert to the patient with the press of a button, and the patient can provide payment through the same mobile interface they initially used to book the appointment. It’s a seamless experience for both the provider and patient, and one that enables the organization to ultimately collect more revenue in a timely manner. ### 5. Ensure real-time accountability Understanding where your employees are, what they’re doing, and what tasks they’re supposed to complete next is crucial for maintaining operational control while empowering staff to be accountable for their work. It’s also vital for optimizing the overall revenue cycle, since accurately scheduling, recording, completing, and billing services is what drives your stream of revenue. This requires complete transparency of your workforce, which is often a struggle for healthcare companies, particularly those with a mobile or blended workforce, like [home healthcare organizations](https://www.skedulo.com/blog/the-future-of-home-healthcare/).  Keeping track of a dynamic team of providers (along with patient details, appointment information, and other essential data) can quickly turn into an uphill battle without the proper tools. And ensuring accountability means more than just verifying that your providers deliver the right services when and where they’re supposed to: It also means offering consistent, quality care and accurate billing practices. Powerful software solutions can help your business build a culture of accountability, with automated invoicing, seamless incident management, and total [visibility into workforce](https://www.skedulo.com/blog/what-is-workforce-visibility/) operations. Supervisors and schedulers can track providers’ progress in real-time through location tracking, status updates on appointments, and notifications of any schedule changes as they occur. Providers have instant access (regardless of where they are) to patient information and the tools they need to deliver excellent patient experiences. For example, a [home healthcare provider](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) is better prepared to answer their patient’s questions when they have real-time access to the patient’s appointment and medical history through their [centralized mobile app](https://www.skedulo.com/blog/5-types-mobile-health-apps/). Once the visit has been completed and the provider has added data from the appointment (like care details, services provided, patient signatures, etc.), an administrator can accurately create a claims submission and complete the charge capture process for reimbursement and patient payment. Then, armed with those insights, the organization is better equipped to make data-driven decisions that improve the revenue lifecycle _and _patient satisfaction in the future. In this way, both sides of the business work together to improve accountability for better profitability, a more empowered workforce, and happier patients. ## Optimized Scheduling for a Streamlined Healthcare Revenue Cycle Ensuring a successful process requires the [right software](https://www.skedulo.com/learn/managing-healthcare-slas/) for support. While manual tools and outdated strategies won’t cut it, modern solutions can better empower your business to increase revenue without sacrificing quality patient care. [Skedulo’s intelligent healthcare scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) can elevate your business’s revenue cycle. With tools that automate scheduling, instantly match the right provider to the right patient, generate actionable reports, collect field data in real-time, and ensure accountability, Skedulo can help your team increase caregiver efficiency and boost overall revenue. Learn more about [how Skedulo can empower your healthcare organization](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) to succeed, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/inside-sales-vs-outside-sales-the-key-differences/" type: "blogPost" title: "Inside Sales vs Outside Sales: The Key Differences" author: "Craig Panigiris" date: "2021-10-15" description: "Understanding how inside and outside sales teams differ is key to choosing the right structure. Learn the benefits and duties of each and how to decide." lastmod: "2021-10-15" --- # Inside Sales vs Outside Sales: The Key Differences Published October 15, 2021 · By Craig Panigiris · 9 min read A successful sales organization starts with a strong sales team—one that’s built upon the model that best supports its objectives. Inside and outside sales each offer distinct advantages for sales teams, but choosing the right approach depends on a multitude of factors. And while the ideal solution is to use a combination of the two, the realities of your business may limit your selection. Understanding the key differences between inside and outside sales (and how they can work together) can help you determine which is the best fit for your organization. Here, we’ll take a deep dive into each model, how they can benefit your organization, and what you’ll need to consider when structuring your sales team. ## Inside vs Outside Sales The process of creating or expanding your sales team often brings to light some crucial questions: Which structure is the best fit for my organization? How will each model affect current and potential customers? What’s the cost vs. value of each strategy? Let’s first take a closer look at each model and the advantages they offer: > Inside sales refers to the process of using remote means for selling to customers throughout the entire sales cycle. Instead of relying on face-to-face interactions, inside sales reps use phone and video calls, emails, social media, and other forms of digital communication to sell. > Outside sales is a more traditional approach to selling and relies on face-to-face, in-person interactions with customers. This method is often referred to as ‘field sales’ and requires reps to travel to conduct their work. ### Benefits of Inside Sales - **Large coverage area - **Because an inside sales approach doesn’t require reps to travel to prospects and customers, reps can effectively sell at a global scale. - **Less expensive than outside sales - **Inside sales enables reps to work from wherever they are, so organizations can avoid the cost of travel, lodging accommodations, and even office space. - **Efficient sales cycles - **Inside sales is typically focused on smaller deals than outside sales, which means they require less buy-in from decision makers. These sales cycles are shorter and allow reps to spend more time acquiring new customers instead of nurturing a single prospect. - **Low-touch approach - **[62% of B2B buyers](https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/the-b2b-digital-inflection-point-how-sales-have-changed-during-covid-19) prefer to use self-service tools to purchase products and services, and 33% feel live chat is essential to the buyer’s journey. The digital interactions offered by inside sales—coupled with tools for self-service and live chat—can enable a low-touch method that still ensures an [excellent customer experience](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/). ### Benefits of Outside Sales - **Strong customer relationships - **Because reps travel to conferences, trade shows, and other events to meet face-to-face with their customers, they can build stronger relationships and connect with more stakeholders at once. This type of personalized experience can decrease the risk of a large sale falling through, as buyers feel more bonded to their reps. - **Physical product demonstrations - **Many products include functionalities that are easier to demonstrate in person. Outside sales reps can allow buyers to interact with the product and can immediately troubleshoot to avoid lengthy email threads or multiple video calls. - **Larger deal sizes than inside sales - **Sure, the outside sales cycle is typically longer than inside sales, but it also lends itself to larger, enterprise-scale deals. These deals require buy-in from more personas, so an outside sales rep’s ability to meet with stakeholders at a location of their choosing is invaluable for larger accounts. While each sales approach offers unique advantages for the business, its reps, and customers alike, it’s important to recognize exactly how they differ from one another. The table below can help you to better visualize some critical differences in how each method functions: - Inside Sales Reps — Predictability in scheduling High level of predictability, as schedules are more structured and stable Lead response time Faster response time, as reps can immediately call or email customers Time Spent Selling Allows more time for selling, prospecting, and following up instead of traveling to customers Scalability Easily scalable, as remote sales tactics allow for faster expansion Collaboration Inside sales relies on technology that inherently boosts collaboration (e.g. communication tools, shared resources, systemized processes) Close ratio Lower close ratio, as inside sales focuses on account quantity rather than higher-value accounts that require nurturing - Outside Sales Reps — Predictability in scheduling Less predictable, as more complex sales cycles require more flexibility Lead response time Slower response time, as reps must travel to the customer to answer queries or solve product issues Time Spent Selling Reduces time spent selling, as reps must travel to conduct their work Scalability Difficult to scale, as this approach is location-specific Collaboration Less collaborative, as outside sales reps work independently and autonomously Close ratio Higher close ratio, due to higher average account value and a focus on nurturing prospects At first glance, utilizing an inside sales model might seem like the easy answer, as it boasts a number of benefits and aligns with the recent [shift to remote work](https://www.skedulo.com/learn/deskless-workers/). But successful organizations have started to realize the benefits of implementing both strategies, as they can complement one another for a more holistic approach to sales. ## Inside vs Outside Sales Rep Responsibilities ## Inside Sales Reps - Use phone and video calls, emails, text messages, and other digital channels to interact with and sell to customers - Rely on sales and marketing resources to sell products and services - Follow structured schedule and work collaboratively with other reps - Build strong virtual relationships with prospects and customers - Attain multiple lower- to mid-value accounts to close smaller deals ## Outside Sales Reps - Travel to trade shows, conferences, and industry events to interact with and sell to customers - Rely on experience, expertise, and soft skills to sell products and services - Manage daily schedule and work independently - Build strong in-person relationships with prospects and customers - Nurture a fewer number of high-value accounts to close large, enterprise-scale deals Though the end goal remains the same (to effectively sell to customers and maintain strong client relationships), the day-to-day operations of an inside sales rep can greatly differ from those of an outside sales rep. While outside sales reps travel more and may encounter more difficulty scheduling meetings, inside sales reps must find clever ways to virtually engage prospects and build trust. The right processes and tools can help mitigate these challenges and allow both inside and outside sales reps to focus on their daily tasks. For example, it’s crucial that inside reps have access to the tools that support their work day, like email, video conferencing software, and cell phones. Inside sales reps also need [an integrated system](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) to break down silos between teams and ensure a better lead management process. Disparate systems increase the risk of duplicate data, data loss, and, as a result, lost deals. Successful inside sales teams work from a single source of truth, which ensures that reps can easily work in tandem with marketing to create more personalized interactions—and close more deals. Outside sales reps, on the other hand, rely heavily on their [scheduling department to properly plan their day](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/). Staff schedulers must optimize outside sales reps’ time to ensure [productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/), efficiency, and excellent customer service. [High-performing outside sales teams](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-outside-sales-teams/) also use a robust mobile app that can help them [capture data offline in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), receive live scheduling updates, provide optimized routing, and match them with the right job (based on skill set, previous experience, and customer preference). ## Inside vs Outside Sales Rep Salaries Because the composition of your sales team might heavily depend on the cost of hiring inside sales reps vs. outside sales reps—or even a combination of the two—it’s important to understand the difference in their base salaries. [Inside sales reps](https://www.payscale.com/research/US/Job=Inside_Sales_Representative/Salary) average a base pay of $42,890, while [outside sales reps](https://www.payscale.com/research/US/Job=Outside_Sales_Representative/Salary) take home an average of $48,506. It’s common thought among industry leaders that this discrepancy in base pay is a result of outside sales reps’ higher level of expertise. Since they work in the field, they need more in-depth knowledge about products and services so they can answer customer questions on the spot. Thus, the position demands for a higher base salary than its remote sales counterpart. ## Quota Attainment Average quota attainment for each type of sales approach is also a key factor in determining best fit for your organization. On average, [65% of outside sales reps](https://spotio.com/blog/sales-statistics/) reach their quota, while a lesser 55% of inside sales reps attain theirs. These figures are important to remember, as the convenience, reduced cost, and promise for uninhibited growth of building an exclusively inside sales team can be tempting. It’s crucial that organizations don’t forget the unique value of real-life customer interactions, which simply can’t be duplicated with technology. ## How to Structure An Inside and Outside Sales Team Before diving into structuring your sales team, it’s important to note that there are certain sales models and organization types that work better with inside vs. outside sales. **An inside sales team structure works better for:** - More transactional sales model - Sales models that are automated through digital funnels - Companies who are growing very quickly - Organizations who are primarily digital - Teams whose goal is to attain as many prospects as possible - Organizations who are focused on high sales velocity **An outside sales team structure works better for:** - Sales models that are relational - Products and services that require physical demos - Organizations that sell complex technology - Companies focused on a larger, enterprise-level customer base - Businesses whose goal is to maintain long-lasting relationships with clients We mentioned earlier how it can be greatly advantageous to structure your approach so that _both_ inside and outside sales teams can operate effectively. Let’s look at the three approaches that allow you to combine the two: ### 1. Separate Inside and Outside Sales Teams When you use this approach, you’ll keep inside and outside sales reps in their own lanes, with no overlap in operations. Each rep works on his or her own leads, which are assigned based on account size and customer expectations. This is a great way to enable individual rep success, with inside teams taking on smaller accounts and field workers tackling larger deals that require an in-person touch. ### 2. Inside and Outside Sales Collaboration In this setup, inside and outside sales reps still remain true to their roles, but they also work together to move leads through the sales cycle more efficiently. Inside sales reps can interact with prospects who are not geographically close until their outside sales colleagues have a chance to travel to that location. This also gives inside sales reps a chance to better qualify leads, understand their unique pain points, and even filter out those who aren’t a good fit before the field reps spend time making an unnecessary trip. ### 3. Hybrid Sales Reps [Technology is changing](https://hbr.org/2019/10/technology-is-blurring-the-line-between-field-sales-and-inside-sales) the roles and relationships between inside and outside sales teams. The recent COVID-19 pandemic has also accelerated this shift, with more and more field reps working remotely. A hybrid approach relies on reps who can do it all. When they’re in the office (or working from home), they focus on prospecting, managing their pipelines, and automating workflows to make more time for selling. When they’re in the field, they go after high-value customers who expect [a white glove experience](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). They use the information they gleaned while qualifying leads back in the office to ensure preparedness out on the job. ## How to Evaluate Fit for Your Company Trying to determine which sales organizational structure is right for your unique business can seem intimidating, especially since there are so many factors at play. To decide whether inside or outside sales (or both) would work better for your company, start by evaluating against: - **Business needs - **Begin by looking at your company’s goals vs. where it currently stands. For example, if you’re looking to [reduce operating costs](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), you may want to focus on building an inside sales team, as they can work from a remote location and don’t require travel and lodging costs. If, on the other hand, you want (and can afford) longer-term, larger-scale growth and profitability, it may be worth it to invest in more outside sales reps. - **Size of accounts - **You may not need to look much further than account size if all of your customers are relatively similar in scale. If you have strictly large, enterprise-level deals with clients who expect more of a hands-on experience (due to higher spend and more decision-makers), you’ll likely want to stick with an outside sales team structure. - **The right tools - **This decision also depends heavily on your existing tools and what you’re willing to invest for new tools to help your sales team [operate at maximum efficiency](https://www.skedulo.com/resources/mobile-workforce-management-checklist/). Inside sales teams need a robust customer relationship management (CRM) system, cell phones, email, video conferencing tools, sales automation tools, and appointment and scheduling software. They also need a centralized system to tie everything together, particularly because they often work collaboratively with each other and with marketing teams. Outside sales reps [need powerful mobile apps](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/) that support their work in the field and offer functionality for scheduling, dispatching, job matching, route optimization, communication, and field data collection. ## Boost Your Inside and Outside Sales Performance It’s true that regardless of whether you choose an inside or outside sales approach, your sales reps are your most valuable resource. But in order to thrive both remotely and in the field, your reps need the right tools to support their daily operations. Skedulo’s mobile-first [deskless productivity cloud](https://www.skedulo.com/platform/) empowers both inside and outside sales reps with technology that helps them meet their goals. From automated scheduling, to real-time communication, to field data collection and more, our centralized app allows your reps to focus on what they do best: selling. Learn how deskless productivity software can [provide unmatched support](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) for your sales organization and increase your bottom line, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/inside-the-life-of-a-skedulo-senior-technical-support-specialist/" type: "blogPost" title: "Inside the life of a Skedulo Senior Technical Support Specialist" author: "Dale Bobermien" date: "2021-04-21" description: "After 10 years in hardware technical support, I moved into SaaS at Skedulo. Here's what life is like as a Skedulo Senior Technical Support Specialist." lastmod: "2021-07-30" --- # Inside the life of a Skedulo Senior Technical Support Specialist Published April 21, 2021 · Updated July 30, 2021 · By Dale Bobermien · 4 min read Not many people start a new job and, after a week, take 3 weeks off to get married and go on a honeymoon. But that’s exactly how my role as Senior Technical Support Specialist at Skedulo started. It was 2019 and I had spent 10 years in technical support for hardware before deciding to take the leap into Software as a Service. It was a strategic career move, and Skedulo offered the best of both worlds in being able to continue in technical support while transitioning into software. I remember the onboarding program was the most challenging I’d ever experienced—and the most exciting. Generally with software, the product is as it is. However Skedulo is configured to meet each customers’ needs, so there was a lot to take on in a short space of time. As a hands-on learner, I enjoyed being shown the ropes by Skedulo’s talented engineers and customer experience teams who gave me plenty of opportunity to practice on the go. Two years on and Skedulo already feels like home. It’s true what they say: time really does fly when you’re having fun! ### A typical day is never typical When you work in a global team, and support customers in a wide range of industries with their own unique configuration of the platform, no two days can ever be the same. My mornings start by understanding what happened overnight while I slept and teams in other regions were working hard. Throughout the day I closely monitor support tickets to make sure customer queries are answered and any issues are resolved as quickly as possible. It’s a bit more than “turn it off and back on again” here at Skedulo! But as a passionate problem solver, there’s nothing more satisfying to me than taking a frustrating situation for a customer and turning it around in a way that exceeds their expectations. Outside of work I’m always trying to fix things I probably shouldn’t, where at Skedulo I’m employed to do it—and I honestly love it. ### Empathy, patience and communication go a long way In technical support, empathy matters a lot because you need to put yourself in a customer’s shoes and understand how a technical issue is affecting their day and their business. Looking back throughout my career, there is a definite quality in people who choose this as a profession. Patience and communication are essential, and I believe Skedulo’s tech support team is one of the best I’ve seen in being able to find middle ground between technical skill and customer care. If someone is better in one area than another, we tend to bridge the gap between us to provide the best outcome to the customer. Our team complements Skedulo’s [Customer Success team](https://www.skedulo.com/blog/why-customer-success-is-at-the-heart-of-skedulos-success/), who work closely with customers to ensure Skedulo is helping them achieve their business goals. ### Memorable moments I still remember the moment I was invited to spend a week in a 5 star resort in Vietnam to meet the global Customer Support team. At the time I thought, why is this company giving me a luxury holiday!? But the value I got from meeting the team I work with every day was incredible. It’s so important to put a face to a name, and having that experience will go down as one of my favourite career moments. Another personal favourite was meeting our CEO, Matt Fairhurst. We had lunch, and at the time I was starting a side business making snowboards. As someone with hundreds of employees, I didn’t think he would remember the conversation at all. 6 months later I saw him in the office, and he not only remembered who I was but asked how my business was going. Matt lives and breathes our Skedulo values, and this filters out to the rest of the team. You can never underestimate how nice it is to work for a company that genuinely listens and cares. I also remember a huge wow moment during a support call. I’m based in Brisbane, and was helping a customer in the US with a support ticket when they recognised my name from a music band I used to be in. Such a small world, and afterwards my team watched all the old performance videos and gave me heaps for it (I don’t think I’ll ever live it down!). ### Culture matters Music has always played a big part in my life, so I was amazed when I started at Skedulo and found what a big part of the culture it is. Our offices have their own dedicated music rooms, and there is always a great playlist running in the background. Some of our best developers and engineers are talented musicians who play on weekends and create ambient soundtracks for short films in their spare time. You don’t realise how much culture matters until you find yourself in a place with an exceptional one. Especially as a new dad, the work/life balance and sense of enjoyment I get from working with Skedulo is really important. What’s most important about a great culture though is the direct impact it has on customer experience. Our entire team is truly passionate about what we do, and delivering a first class experience to our customers. I’m always humbled by the great feedback we receive from the people we help, and always consider it a group effort. When you combine a happy team with great management and a lively culture, you’ve got a recipe for success—and Skedulo is definitely on the fast track. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/introducing-advanced-analytics/" type: "blogPost" title: "Introducing Advanced Analytics: Get Unique Insights Into Your Deskless Workforce" author: "Greg Martin" date: "2020-06-24" description: "Advanced Analytics is now part of the Skedulo platform, a feature-rich addition that lets customers mine their data for deep insights about their business." lastmod: "2020-06-24" --- # Introducing Advanced Analytics: Get Unique Insights Into Your Deskless Workforce Published June 24, 2020 · By Greg Martin · 4 min read Data is the new gold, and organizations that know how to cultivate and leverage their data enjoy a significant competitive advantage over those that don’t. The Skedulo [Deskless Productivity Cloud](https://www.skedulo.com/platform/) manages the scheduling and execution of work for deskless workforces, which means we have an incredible amount of very valuable operational data. To help our customers leverage that data, we have introduced [Advanced Analytics](https://www.skedulo.com/product/analytics/) into the Skedulo platform. This feature-rich addition allows our clients to mine their data to get deep insights about their businesses. ## Actionable Insight Meaningful data is key to achieving actionable insight. Understanding the state of your business is critical, but using data to help you manage your business better through actionable insights is where the real value of analytics emerges. Every action on Skedulo generates data—and with the power of analytics our clients can now analyze that data to understand more about their businesses. At a macro level, this may mean looking at how the business is tracking against strategic goals like resource utilization, labor costs, or service levels. At a micro level, it may mean drilling down to pinpoint issues related to ultra-specific areas of the business like individual resource performance or individual client value. At a local or regional level, actionable insight means users are able to: - identify who is completing jobs on time or late, and then arrange training for resources who may be struggling, - understand where quoting or estimates are proving incorrect and adjust the estimation process accordingly, - uncover which types of jobs get cancelled and why and then explore methods to reduce those cancellations, - and much, much more. At a corporate level, actionable insight also empowers leaders and executives to make important decisions about resourcing and strategy. For example, a healthcare service may be ready to expand by opening a new location. Using analytics to understand the demographics of the clients for their most popular and profitable businesses allows the business to select a new location in which there is likely to be demand for those services. Advanced Analytics also supports alerting based on defined thresholds, allowing decision makers to know about important situations without requiring them to constantly be watching dashboards. Alerts can be created for any situations that might be of immediate operational interest, such as spikes in cancellations or spikes in late jobs, so accountable professionals are ahead of the game and never taken by surprise. ## Make Changes and Measure Impact When you make a change to the way your business operates, how do you know if the change is effective or ineffective? A Skedulo customer recently told us that when they started sending customers a text message to remind them of upcoming appointments, **they saw an 84% reduction in missed appointments**! This is huge—and the only way they could quantify the decision is with reliable data from before and after the change. When you measure how your business is tracking, you set a benchmark that allows you to understand the effects of the changes you make. You can also see what’s working…and what’s wide open for improvement. This applies across all areas of service delivery and resource utilization. For example, let’s say a cleaning company utilizes full time, part time and contract staff. By analyzing their scheduling data, leadership can determine if full time staff are twiddling their thumbs waiting for work while more expensive contract staff are overloaded. Analyses like these allow the company to cut unnecessary spending so they can deliver their service at a cost that makes sense. With cost and utilization baselines in place, scheduling can be changed to favor full time staff, and results can be measured moving forward. Alternatively, it may be more appropriate to run the numbers on ramping up contract staff to reduce the fixed costs associated with having more permanent staff—and determine what effect (if any) this may have on the ability to meet customer demand. With Advanced Analytics, Skedulo customers can now use their data to better drive their businesses toward desired outcomes. **Want to see the product in action?** ## Your Data, Countless Possibilities Skedulo’s new Advanced Analytics allows you to slice and dice your data any way you like across a variety of dimensions including region, postcode, resource type, job type, client demographic, and more. You can interact with the data, filtering and drilling down when you find something interesting; ultimately delivering actionable insights. We also make it easy to choose the depth of your analytics by offering integration with other sources of data your organisation has. Our goal is to help you maximize use of your Skedulo data so you can drive improvements across all levels of your business and discover the gold mine at your fingertips. ## Book a free demo To find out more about Advanced Analytics, or to [book a free demo](https://www.skedulo.com/book-a-demo/), contact us. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/introducing-dynamic-messaging/" type: "blogPost" title: "Introducing Dynamic Messaging: Instant Communication for Your Deskless Workforce" author: "Jen Elkow" date: "2020-06-05" description: "2020 has definitely shown how vital communication is to any organization. For those workers who operate either wholly or partially remotely, communication is absolutely crucial to stay connected to their team. This is why we have introduced Dynamic Messaging as an add on to our Skedulo platform.…" lastmod: "2020-06-24" --- # Introducing Dynamic Messaging: Instant Communication for Your Deskless Workforce Published June 5, 2020 · Updated June 24, 2020 · By Jen Elkow · 3 min read 2020 has definitely shown how vital communication is to any organization. For those workers who operate either wholly or partially remotely, communication is absolutely crucial to stay connected to their team. This is why we have introduced [Dynamic Messaging](https://www.skedulo.com/product/messaging/) as an add on to our Skedulo platform. When added to our web and mobile app, Dynamic Messaging allows your mobile workers to receive time-sensitive information quickly, such as important updates from HQ. It also engages mobile workers who can quickly request additional information from team mates, team leaders, or schedulers when they are stuck. The addition of Dynamic Messaging is the result of years of working closely with our valued users, who have shared the challenges that frustrate them the most. Among these challenges is keeping their remote workforce connected and engaged, which can be near impossible to achieve when workers don’t have all the information they need to provide a high level of service. . ## Centralizing Communications to Empower Mobile Workers Our Dynamic Messaging is as intuitive as your users would expect to see from any communications app. However, by keeping communications within Skedulo and not in various external tools such as email or messaging via another app, our users can centralize all employee communications about their work in the one place. This not only saves time, but eliminates key issues that many mobile employees face and enables them to: 1. Reach out to others when they need more support from their team 1. Connect with their team as though they are co-located in the office 1. Quickly find all the information they need to complete their work Using Dynamic Messaging, workers can communicate in the same place as their worknotes and scheduling details. This keeps information unified and prevents siloed disparate communications which often result in mixed messages and loss of valuable data. **Want to see the product in action?** ## Placing the Power to Connect in People’s Hands When employees don’t have all of the information they need on site, it can be frustrating for them and dangerous for the company’s reputation. Dynamic Messaging makes it easy for mobile workers to get instant feedback if any issues or questions arise; potentially before the customer even realizes it. Instant communication can also help to avert serious potential risks. For example, let’s say a healthcare worker visits an elderly resident in their home. When they arrive, the resident says they have only just seen someone from the company in the past couple of hours. With notes to the contrary, but not wanting to inconvenience the resident or provide a double dose of medication, the worker can instantly check with the scheduler to confirm if the resident is correct or confused. The same applies in situations where multiple mobile workers deliver services to the same client. For example, a printer company that provides on site technical support and utilizes general technicians as well as technical specialists for more severe issues. Where a general technician is unable to fix a problem, they can quickly communicate the requirements of the job to the technical specialist while they are in front of the equipment. This not only saves everyone time, but adds a new level of efficiency to service delivery. In addition to worker-to-worker communications, Dynamic Messaging also enables instant alerts to individuals, groups or the entire organization from head office. In times of crisis or change, this keeps everyone updated and in-tune with what’s happening at the heart of the business. ## Book a free demo If you want to learn more about how Dynamic Messaging works, please contact us to [book a free demo](https://www.skedulo.com/book-a-demo/). We can show you how Skedulo can help solve your most complex mobile workforce challenges, including using Dynamic Messaging to facilitate communications between your fixed and mobile workers. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/introducing-faces-of-the-frontline/" type: "blogPost" title: "Introducing: Faces of the Frontline" author: "Miles Kelly" date: "2020-09-15" description: "Introducing Faces of the Frontline, Skedulo's campaign sharing the stories of frontline workers who use Skedulo every day and celebrating their impact." lastmod: "2020-10-01" --- # Introducing: Faces of the Frontline Published September 15, 2020 · Updated October 1, 2020 · By Miles Kelly · 1 min read Skedulo builds deskless productivity software for the 80% of global workers who don’t work in a traditional office setting. From solar technicians at [Sunrun](https://www.skedulo.com/customers/sunrun/) to mobile phlebotomists at the [American Red Cross](https://www.skedulo.com/customers/american-red-cross/), deskless workers number 2.7 billion worldwide. Earlier this year we sharpened our mission statement to “champion” deskless workers. The subtle yet powerful declaration allows us to center our focus on the needs of our users in the field and appreciate their daily experience, their challenges, and their impact. That’s why I’m so pleased today to introduce Skedulo’s **_Faces of the Frontline_** campaign. We’ve spent the last few months getting to know some of the frontline workers that use Skedulo day in and day out, and this campaign is about sharing their stories and celebrating their impact. 2020 has been a tumultuous year and now more than ever we need to recognize and appreciate deskless workers around the globe. These modern day heroes have been successfully balancing COVID-19 health restrictions with the drive and desire to continue to serve their communities. These folks are out in the field, cleaning industrial facilities, providing autistic therapy for children, and drawing blood around the country. The campaign imagery captures their humanity and their humility. Join us in celebrating and recognizing them over the coming weeks where we applaud their bravery, their commitment, and their leadership on the frontline. **THANK YOU FRONTLINE WORKERS!** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/introducing-improved-mobile-workforce-management-tools/" type: "blogPost" title: "Skedulo Introduces: Improved Mobile Workforce Management Tools" author: "Angela Gonzales" date: "2019-06-13" description: "Skedulo's mobile workforce management tools help you deliver better customer service, optimize labor cost, and efficiently utilize your deskless workers." lastmod: "2020-05-20" --- # Skedulo Introduces: Improved Mobile Workforce Management Tools Published June 13, 2019 · Updated May 20, 2020 · By Angela Gonzales · 5 min read When your business has teams of people working outside the confines of the office, it becomes very difficult, very quickly, to drive the outcomes you need. And for many businesses, those mobile teams are a mix of full-time, part-time, and contract employees who are not equally invested in your business practices. Simply keeping track of the individuals and groups of people working for you can become all consuming and detract from your ability to deliver the best service. Here at Skedulo, we know schedulers need context一also known as the information they need when they need it一so they can make decisions that do more than just get someone to the customer’s door during a specific time window. Mobile worker management and scheduling decisions should drive business value. And the tools you give your mobile workers to help them do their jobs should in turn give you visibility into what’s happening where your customers are. We’re excited to announce a suite of new features and capabilities in Skedulo that put the right information in front of the scheduler so that they can [make intelligent scheduling decisions](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) that improve business outcomes, operational efficiency, and customer service. ## Improved Maps Functionality to Enable Your Mobile Workforce Out in the Field At the core of an efficient mobile workforce management solution is visibility into what’s happening out in the field一where your teams are, what they’re tasked with doing, and when they’re scheduled to be at various locations. This information helps businesses provide the best customer service and keep mobile employees accountable. Skedulo’s improved maps functionality helps simplify the complexity of having teams of people on the move so you can better navigate the work that’s being performed in the field. Your workforce management data integrates seamlessly with our maps interface to give you a visual of who’s nearby a job location and if a resource is en route. Skedulo can already suggest an optimized and efficient route to resources based on where their jobs are located and the order in which they need to complete the work. And now with our improved maps, managers can reconcile actual route and location data with job status timestamps after a resource’s shift to increase worker accountability, ensure accuracy in compensating for travel, and deliver metrics to drive operational improvement. We’ve also improved how clusters of nearby workers and activities appear on the map, with easy access to job status, location information, and resource availability. Jobs can also be created or scheduled directly from the map view一simply right click on an existing job or anywhere on the map, select available resources and enter the job details, and it’s ready to be dispatched. The information that’s visible on the maps is flexible and gives clarity to the scheduling logistics in a given region. ## Easily Manage Individual Workers with New Resource Profiles Skedulo’s new Resource Profiles bring all the necessary information about an individual mobile worker into one place so it’s easier to make fully informed scheduling and allocation decisions. Resource Profiles are a visual summary of everything associated with an individual mobile worker, including their daily or weekly schedule, contact information, and any skills or certification they hold. Schedulers can also assign custom tags or identifiers to record a resource’s preferences, customer history, and other information. Within the Resource Profile, an employee’s schedule is color coded by job status for quick and easy identification of what jobs are assigned to them, as well as non-job related activities or any time off on their calendars. Resource Profiles also make it easier to identify and resolve any conflicts that may arise. Resource Profiles also provide a quick snapshot of a worker’s utilization, or how many hours they’ve worked during a given time period, with an estimate of their labor cost based on their recorded hourly rate. For example, schedulers can monitor how many hours their resources are working during the week to ensure compliance with overtime regulations. And if your business employs contractors, utilization metrics can help ensure that you’re maximizing paid hours. With this information now at your fingertips, your company can make scheduling decisions that better optimize the distribution of work and labor costs, freeing resources for other investments. ## Improved Shifts & Rosters Functionality that Maximizes the Flexibility and Productivity of your Mobile Workforce Operations teams spend significant time creating and assigning shifts and rosters, not to mention accommodating last minute requests, and ensuring that the schedule is communicated to all necessary parties throughout the process. Time spent keeping things _just operating_ is time lost running your business _optimally_. Our customers find that traditional rostering and scheduling tools don’t work for their businesses because they don’t solve for the particular challenges of a mobile, blended workforce. Home healthcare is a key example of this type of problem: mobile clinicians often travel between hospitals, healthcare facilities, and patients’ homes to deliver care, which can be a difficult and stressful situation to manage even without the piles of paperwork. Rostering tools for healthcare generally focus on coverage of shifts within hospital departments or other facilities; they are simply unable to accommodate mobility. Similarly, many employee scheduling platforms are built for brick and mortar locations that employ workers on a consistent, rotating schedule and cannot handle more complicated staffing situations. Skedulo’s Shifts and Rosters give schedulers tools that reduce the burden of managing mobile employees across more complex scheduling workflows that involve different worker types and multiple locations. Rosters provide a simple and intuitive interface to manage mobile resources that works for your organization and fulfills your customer’s needs. With our improved Shifts & Rosters, your schedulers now have the ability to: - Organize and filter resources based on location, region, employment type, or custom tags - Use custom tags to create new and flexible ways to organize groups of resources - Create reusable staffing templates to reduce the time spent on schedule setup - View metrics on estimated labor cost and resource utilization to guide staffing decisions - Integrate scheduling data with timesheet and payroll software or use a timesheet in Skedulo Our rostering capability helps businesses deliver more value to their customers by preventing disruption to service. Skedulo creates efficiency in filling last minute jobs and identifying scheduling conflicts, so that they can be resolved as soon as possible. We’ve also improved the roster design and layout so that it’s easier to visually identify who’s available and qualified during an unallocated shift. By making it easier for schedulers to handle complicated, urgent scheduling decisions, your mobile workers can focus on their time with the customer. ## The Right Information to Guide Intelligent Scheduling Decisions Not only does intelligent mobile workforce management reduce errors, it also helps you attain important business goals, such as reducing the cost of service, increasing utilization of the mobile workforce, and continuously delivering on the promises you make to your customers. We’re excited to announce these features and help your mobile employees to perform at their best. To learn more about how Skedulo maximizes the efficiency and productivity of your mobile workforce, [schedule a demo today!](https://www.skedulo.com/book-a-demo/) ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/introducing-shifts-and-rostering/" type: "blogPost" title: "Introducing Shifts and Rostering: The Easiest Way to Manage Your Blended Workforce" author: "Eliza Lepper" date: "2020-05-25" description: "Imagine having a complete bird’s eye view of your deskless workforce—from full time staff to contractors, and everyone in between. Imagine how easy it would be to construct and manage your schedules/rosters via a single robust system that consolidates your mobile and location-based work, and allows…" lastmod: "2020-06-24" --- # Introducing Shifts and Rostering: The Easiest Way to Manage Your Blended Workforce Published May 25, 2020 · Updated June 24, 2020 · By Eliza Lepper · 4 min read Imagine having a complete bird’s eye view of your deskless workforce—from full time staff to contractors, and everyone in between. Imagine how easy it would be to construct and manage your schedules/rosters via a single robust system that consolidates your mobile and location-based work, and allows you to leverage a single holistic view to marry customer demand with your deskless workforce. These are just some of the features we have made available through Skedulo’s [Shifts and Rostering](https://www.skedulo.com/product/shift-scheduling/). Designed and built from the ground up for organizations that face the unique challenges associated with managing a large blended workforce, Shifts and Rostering is our answer to years of working closely with customers who have shared their greatest challenges with us. From sales teams to technical teams, medical teams and more, Shifts and Rostering is a fast and easy way to manage and govern your growing cohort of deskless workers. ## Why We Introduced Shifts and Rostering Over the past few years, we’ve had the opportunity to gain a deep understanding of our customers’ needs across various industries. And when it comes to shifts and rostering, certain pain points proved to be consistent: 1. Fragmented management of mobile appointment work and traditional shifts and rosters 1. Aligning customer demand with resource availability 1. Scheduling across disparate regions 1. Identifying exceptions 1. Demand modeling 1. Anchoring work around elements crucial to business processes (i.e. locations, accounts, type of service) Most importantly, a lack of complete visibility of all resources—staff, contractors, and so on—made it exceedingly difficult to forecast future requirements. When it comes to the fluidity and dynamic nature of both mobile appointment work and fixed location work, traditional systems have solved either one or the other. Very few successfully and effectively marry these two types of work to provide the richness and complexity required for field work, while elegantly enabling the relative simplicity of fixed location, time and attendance work. Shifts and Rostering intends to eliminate all of these pain points and closes the gap between Skedulo’s original capability and what our clients have told us they need. This includes a single view of all your resources in one place, with the ability to construct and shape the perfect roster and copy it into future time periods. ## Exceptions Management Has Never Been Faster Double booking, over-booking, under-booking, and emergency booking can be a nightmare with legacy scheduling tools such as whiteboards, excel spreadsheets, and emails. One industry that finds this particularly difficult is healthcare. If an aged care provider is managing a large resource pool across multiple fixed locations and also offers at-home allied health services, scheduling can quickly get very complex and time-consuming. Identifying and managing exceptions—such as when a contractor is double booked or a staff member calls in sick—can also be very challenging. And in times like we’ve experienced recently where healthcare providers are offering additional and amended services (such as mental health and telehealth) to further assist people in their community, the ability to quickly adapt to meet these demands is crucial. Shifts and Rosters addresses all of these issues with ease, including: - increased visibility of all resources, their skills and availability - instant identification of exceptions - streamlined operations for schedulers which can have a significant impact on deskless workforce productivity **Want to see the product in action?** ## Save Time (and Money) on Building and Scheduling any Staff Roster Building and scheduling a valid staff roster can take countless hours. Incorporating clever automation and an intuitive user interface, Shifts and Rostering allows scheduling staff to complete routine tasks rapidly. This frees them up to focus on higher level tasks that have a positive impact on customer satisfaction and the company’s bottom line. Leadership also gains complete transparency of resources, which makes it easy to: - proactively manage resources to meet customer demand - identify gaps in service delivery - spot opportunities for improvement - reduce wastage and save money - track the performance of teams across multiple locations For example, a security company with a blended workforce may need to deliver resources across many locations. And they may be permanently stationed at a particular site for weeks, or be required to provide mobile patrol services across multiple locations within a single working period. Without transparent and accurate oversight, managing this workforce can become very complex and the cost of errors may have a substantial impact to the company’s bottom line and reputation. With Shifts and Rostering, the security company can easily transition staff between fixed and mobile work on a long term or short term basis, get instant visibility into scheduling conflicts, and give staff all the job information they need ahead of time so they’re enabled to meet client needs. ## Book a free demo To learn more about how Shifts and Rostering works, please contact us to [book a free demo](https://www.skedulo.com/book-a-demo/). We can show you how Skedulo can help solve your most complex shifts and rostering challenges, so you can save time and money and enjoy greater visibility of your deskless workforce. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/introducing-skedulo-pulse-the-next-chapter-in-our-drive-to-support-the-deskless-workforce/" type: "blogPost" title: "Introducing Skedulo Pulse: The next chapter in our drive to support the deskless workforce" author: "Evan Hollonds" date: "2022-06-13" description: "Introducing the Skedulo Pulse Platform, an enhancement of the Skedulo platform designed to meet 80% or more of common customer requirements as standard." lastmod: "2022-06-13" --- # Introducing Skedulo Pulse: The next chapter in our drive to support the deskless workforce Published June 13, 2022 · By Evan Hollonds · 3 min read Skedulo has grown from strength to strength since our humble beginnings in 2013. Driven by our passion to do right by our customers and solve their biggest scheduling challenges, we’ve been privileged to be recognised as a best-in-class [product](https://www.g2.com/products/skedulo/reviews) on the global stage. Over that time, we’ve also come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. Supporting the deskless workforce—and their employers—has been a key motivating factor for us at every step of the way, which is why we’re particularly excited about this next phase in the Skedulo journey. In 2020, we announced the[ release of The Deskless Productivity Cloud](https://www.skedulo.com/blog/deskless-productivity-cloud-product-release/) where we introduced a variety of enhancements and new capabilities based on customer research to strengthen the core Skedulo platform. Today, we are proud to introduce Skedulo Pulse Platform™: a further enhancement of the Skedulo platform that will ultimately help us solve 80% or more of the common customer requirements we see, as standard. ## Why Skedulo Pulse Platform? This year, I joined Skedulo as the new Head of Platform. Having worked extensively with Skedulo in a previous role, I was well aware of its reputation for continual improvement based on customer needs and was thrilled for the opportunity to be part of the company’s continued evolution. The depth to which Skedulo has engaged with its customers has given rise to huge insights into the challenges, needs and opportunities that apply within a wide range of sectors. Throughout this journey, we’ve also been able to determine the common needs for the majority of organisations within certain sectors, and are excited to build our capability in a new way so we can solve these challenges out-of-the-box with the Skedulo Pulse Platform. The new platform layer will enable our customers to address their complex and varied requirements, making solutions easier to maintain while providing greater flexibility. Our goal is to help customers decrease the time to value in their implementations, so they can get their teams on the job quickly. Existing Skedulo customers will have seen elements of our platform technologies in recent releases, and can begin to leverage these over time. New customers can make use of them to accelerate their adoption of the platform, such as the pre-built record pages and list views that allow them to manage custom data without having to build a custom UI. This platform based user interface will allow customers to quickly and easily build out a customised experience that addresses unique requirements and pain points. Designed with a human-centric approach to mobile workforce management, the platform is built on 5 key pillars which are integral to powering a deskless workforce solution: _Extensibility – _The platform offers more flexibility in extending standard objects and creating custom objects and fields. Customised interfaces for desktop and mobile will boost user engagement, while an enhanced mobile experience with better-defined workflows will simplify work on the go for the deskless workforce. _Automation – _We want to enable our customers to automate and streamline complex workflows with a few clicks, rather than having to code. Organisations are able to modify these workflows without requiring expensive developers, resulting in improved alignment to the business need, increased reliability, and quicker time-to-service. _Intelligence_ – Skedulo Pulse leverages the power of AI and machine learning to simplify complex scheduling and help our customers drive efficiency, workforce utilisation, and growth without having to scale administration. More contextual data will also provide unprecedented insights and empower better decision making. _Developer experience _– The Skedulo Pulse Platform enables developers to innovate faster and unlock value for our customers sooner. In time, the platform will offer no-code, low-code and full-code experiences with more comprehensive APIs, developer tools, SDKs and design systems. _Security – _Skedulo has always had a strong dedication to security and follows best practice security measures within every aspect of our product. With the Skedulo Pulse Platform, finer grained control over user access with configurable roles and permissions enable you to limit the actions and amount of data users see. ## Exciting times ahead The Skedulo Pulse Platform will provide the foundation for Skedulo’s suite of products—allowing customers to build out a complete and customised capability to fully manage and support their growing deskless workforce. We are on a mission to do everything we can to best serve the 2.7 billion deskless workers worldwide (and their employers)...and we hope you will celebrate with us as we put this next foot forward in our journey. **To learn more about the Skedulo Pulse Platform and how it can help you revolutionize the way you manage your deskless workforce, please contact sales or[ book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Empower your mobile workforce with Skedulo Plus, our newly launched mobile app](https://www.skedulo.com/blog/empower-your-mobile-workforce-with-skedulo-plus/) — October 2, 2023. I’m really excited to share the news of the launch of Skedulo’s new mobile workforce management app, Skedulo Plus. With work becoming increasingly mobile, workers need to be armed with the right tools in order to do their work efficiently and effectively. As we looked at the options available to bu… --- --- url: "https://www.skedulo.com/blog/introducing-the-global-frontline-experience-summit/" type: "blogPost" title: "Introducing The Global Frontline Experience Summit" author: "Matt Fairhurst" date: "2020-10-13" description: "Skedulo is co-sponsoring The Global Frontline Experience Summit, a first-of-its-kind virtual event on frontline work, Thursday, November 12 from 8am PST." lastmod: "2020-10-13" --- # Introducing The Global Frontline Experience Summit Published October 13, 2020 · By Matt Fairhurst · 1 min read Mark your calendars! I’m excited to share that Skedulo is co-sponsoring [**The Global Frontline Experience Summit**](https://frontlinesummit.com/?utm_source=general&utm_medium=partner&utm_campaign=skedulo), a first of its kind virtual event focused on frontline work held Thursday November 12 starting at 8am PST. The Global Frontline Experience Summit is a one day virtual event for operations, marketing, customer experience, and people leaders committed to advancing the frontline work experience through technology and world-class operations. Be among the first to participate in this ground-breaking event focused on the 2.7 billion workers who don’t sit in a traditional office setting. The lineup of dozens of speakers is impressive including Horst Schulze, the co-founder of the Ritz Carlton. I’ll be delivering a keynote that will explore “The Future of Deskless Work”, and we've secured frontline executives from Skedulo customers such as Service Master and Solace, with additional presenters being added every week. I hope you’ll join us to learn the best practices and playbooks of the world’s most customer obsessed brands. You’ll also have a chance to virtually network with frontline peers. Don’t miss this chance to be a part of the frontline movement. Join us online from anywhere in the world, and best of all, the event is free. [Register today!](https://frontlinesummit.com/?utm_source=general&utm_medium=partner&utm_campaign=skedulo) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/introducing-virtual-meetings-for-scheduling-software/" type: "blogPost" title: "The Rise of Remote: Why We Introduced Virtual Meetings to Skedulo" author: "Greg Martin" date: "2020-07-17" description: "Skedulo customers can now schedule and manage virtual meetings in Skedulo, helping them serve customers as COVID-19 moved work from in-person to virtual." lastmod: "2020-07-17" --- # The Rise of Remote: Why We Introduced Virtual Meetings to Skedulo Published July 17, 2020 · By Greg Martin · 3 min read When COVID-19 hit, businesses across the globe were forced to make changes to the way they work almost overnight. Team collaboration shifted from in-person to virtual, and organizations looked for new ways to serve customers while complying with strict lockdown measures. At least one Skedulo client switched from delivering 100% of their services in-person to delivering 100% virtually. The hasty transformation put many business under severe pressure, but they responded with determination and resilience—and are now exploring the long term benefits and return on investment that a shift to remote could provide, such as: - Increased productivity - Less down time between meetings or appointments - Ability to move to smaller offices - Reduced expenditure on mileage, and others For example, leaders in the healthcare sector say the industry progressed 10 years in just 2 weeks. And since the shift, organizations that had previously considered a virtual model impossible have already begun to see its potential. Now, the challenge is on to refine the processes of a new virtual or hybrid model to ensure they are as efficient as possible. We heard the call from our customers who were experiencing these challenges and have responded with new Skedulo functionality to solve them. ## Scheduling virtual meetings was a manual nightmare Our clients told us they were finding it difficult and time consuming to schedule virtual meetings. For those in the healthcare sector, these challenges included: 1. No easy way to ensure proper governance of which appointments could be virtual and which had to be in person 1. A time consuming process to set up the virtual meeting and manually email instructions to the customer 1. No integration with staff calendars, making it difficult to assign the job to the right person 1. Trouble managing exceptions and changes if the allocated staff member couldn’t take the appointment Excited to help our clients overcome these challenges, we set about developing an automated solution that would integrate directly into Skedulo for maximum efficiency. **Virtual Meetings with Skedulo** ## Skedulo adds virtual meetings Now, our clients can schedule and manage their [virtual meetings](https://www.skedulo.com/product/messaging/) directly within Skedulo. When a customer requests a service, Skedulo will instantly determine if it is approved for virtual delivery. If it is, the system automatically creates the virtual meeting on behalf of the assigned resource and adds the meeting information to the job. Skedulo then sends a branded and HIPAA-complaint email to the customer with details on how to access their virtual meeting. When exceptions occur—such as a staff member falls sick and is unable to take the meeting—Skedulo will manage the creation of a new virtual meeting link and send the updated information to the customer. These changes offer many benefits to our clients, including: - Self-contained scheduling within the trusted Skedulo platform - Reduced manual error - Increased efficiency - Faster exception handling - Better customer experience - Record of all virtual meetings Currently, Skedulo is integrated with the Zoom video platform. But as with everything we do, virtual meetings can be customized to meet the specific needs of our valued clients. ## Preparing for the future of virtual service delivery Moving forward, we know virtual meetings will become an increasingly important part of scheduling. In the healthcare sector, a recent report estimates the US telehealth market will grow at an annual rate of more than 29% between 2019 and 2025. This steep rise in telehealth service delivery was fueled by COVID-19, but will remain due to its ability to help solve a variety of challenges—such as providing medical care to people in remote areas, coping with the demands of an aging population, and managing the increasing incidence of chronic disease. In Australia, government reforms to make telehealth services eligible for a Medicare rebate are expected to endure beyond the immediate COVID situation (a decision the government is set to make in September this year). In addition, consumer sentiment has also changed. People are more open to receiving services from the comfort of their homes; a cultural change that is unlikely to fade as tech-savvy younger generations emerge as our next cohort of consumers. For industry professionals, this shift will also impact how they spend their working weeks. For example, field staff who were previously on the road 5 days a week before may now spend 2 days a week in the field and 3 days conducting virtual meetings. No one knows where the pendulum will land. But it’s our goal to be with you every step of the way so you are equipped for efficiency no matter what. ## Book a free demo To find out more about Virtual Meetings, or to [book a free demo](https://www.skedulo.com/book-a-demo/), contact us. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/introducing-women-of-skedulo/" type: "blogPost" title: "Introducing Women of Skedulo" author: "Laura Przybek" date: "2023-03-08" description: "Women of Skedulo fosters an inclusive community, offers educational resources, and advances professional development for women in technology." lastmod: "2023-03-08" --- # Introducing Women of Skedulo Published March 8, 2023 · By Laura Przybek · 1 min read Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this International Women's Day. This group is designed to provide a space for women and allies to connect, share their experiences, and promote gender equality in technology. The Women of Skedulo leadership group comprises some of our most esteemed leaders, including [Teena Glassick](https://www.linkedin.com/in/teena-glassick-b4ba9523/), [Nhu Nguyen](https://www.linkedin.com/in/nhu-nguyen-shrm-cp-aa6192146/), [Anne Meisner](https://www.linkedin.com/in/anne-meisner-423b5211/), [Naomi Watnick](https://www.linkedin.com/in/az914/), [Tammy Dysert](https://www.linkedin.com/in/tdysert/), [Cristina Alvarado](https://www.linkedin.com/in/cristina-alvarado-projectmanager/), [Anais Victor](https://www.linkedin.com/in/anaisvictor/), and [Nga Hoang](https://www.linkedin.com/in/hoang-nga/). Together, they are on a mission to foster an inclusive community, offer educational resources, and advance professional development, providing an amplified voice and more opportunities for women in technology. As Nhu Nguyen emphasizes, "We aim to diversify the workforce in the tech industry by providing women with the right resources and skills they need for career development, thus eliminating barriers and challenges that prevent them from following their dreams." This year's International Women's Day theme is #EmbraceEquity, and at Skedulo, we're committed to recognizing and challenging inequities. We will work to remove these barriers by iterating our policies and practices that promote gender equality, such as flexible work arrangements, equal pay, and opportunities for career advancement. We invite our employees, customers, and partners to join us in our journey towards gender equality every day, and we're excited to share our progress with Women of Skedulo in the coming months. ## Related posts - [Giving Back With The Felix Project](https://www.skedulo.com/blog/giving-back-with-the-felix-project/) — October 14, 2022. This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, an… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… --- --- url: "https://www.skedulo.com/blog/is-this-the-end-of-time-and-attendance/" type: "blogPost" title: "Is this the end of time and attendance?" author: "Jason Stokes" date: "2021-10-11" description: "Staff want and need to be able to work at different times and from different places, aided by technology that enables connectivity on the move." lastmod: "2021-10-11" --- # Is this the end of time and attendance? Published October 11, 2021 · By Jason Stokes · 3 min read Many of us will remember life back in the days when you used to have to “clock in” and “clock out” for work each day. Otherwise known as punching the clock, time-based attendance was the be all and end all for measuring productivity in the workplace. Fast forward a few decades, and it’s safe to say that times have definitely changed. Particularly in light of COVID, having employees show up to their place of work at the same time each day simply isn’t feasible. Staff want and need to be able to work at different times and from different places, aided by technology that enables connectivity on the move. Unfortunately though, there are still many organisations that attach great importance to presenteeism – even in the face of mounting evidence that proves the widespread benefits of embracing a more flexible approach. In addition to [greater productivity](https://www.shrm.org/hr-today/news/hr-news/pages/study-productivity-shift-remote-work-covid-coronavirus.aspx), forward-thinking organisations have reported higher retention, employee engagement, and trust after allowing for flexible working arrangements in recent years. Being able to cultivate a culture of trust is in itself something which can deliver huge advantages to a business. As an article on the [Neuroscience of Trust](https://hbr.org/2017/01/the-neuroscience-of-trust) published in the Harvard Business Review states: > “Employees in high-trust organizations are more productive, have more energy at work, collaborate better with their colleagues, and stay with their employers longer than people working at low-trust companies. They also suffer less chronic stress and are happier with their lives, and these factors fuel stronger performance.” On the flip-side, organisations that refuse to allow flexible work could see themselves having to deal with more than just employee disappointment – as [this firm](https://www.bbc.co.uk/news/business-58473802) did when a court found that their rejection of an employee’s request for remote work was discriminatory. **Meeting the new normal with a new mindset** While remote working certainly accelerated due to COVID, there’s little doubt that it’s going to end anytime soon. Life and work may never return to the way it was before, so organisations will ultimately need to reconsider what “normal” looks like for them and their people in this brave new world. With this in mind, many are taking proactive steps to address the changing environment – such as developing work from home policies which speak to issues like productivity, safe working, technology access and security, and so on. Being proactive is incredibly important if you wish to remain competitive; both from a talent attraction and retention standpoint, and in terms of customer experience. One of the ways organisations can do this is by challenging legacy time and attendance mentalities and opting instead for an outcomes-based approach. If outcomes are well-defined and monitored, they offer a much better indication of an employee’s contribution than time spent at a desk. As Cyril Parkinson taught us in 1955 (known as Parkison’s law), if someone is given 8 hours to do a task then they’ll get it done in 8 hours. Similarly, if they’re given 3 hours then they’ll do it in 3. Work expands to fill the time available…unless we take time out of the equation. **Supporting an outcomes-based approach with the right technology** Doing away with a time and attendance approach and replacing it with an outcomes-based one is best supported by technology that operates in much the same way. Where time and attendance software is valued for its ability to micro-manage every move an employee makes (and thereby void any sense of trust), Skedulo focusses on the specific activities required to get a job done. The platform is designed to help our customers serve their customers, be it through: - showing up on time - having the right skills - being equipped with the right information - completing the job properly the first time Because “outcomes” means many different things to different organisations, Skedulo can be completely configured to incorporate a huge range of activities – such as taking photos, capturing a digital signature, recording medical notes, and so on. Our own research also shows employees are happier and more engaged when they are empowered with purpose-built tools to do their work. Those organisations that make an effort to deliver these will reap the benefits of greater retention through employee trust and loyalty – and ultimately achieve a healthier bottom line. To learn more about how Skedulo can support your business in transitioning to an outcomes-based approach, [book a free demo](https://www.skedulo.com/book-a-demo/). ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/is-your-scheduling-software-up-to-standard/" type: "blogPost" title: "Is your scheduling software up to standard?" author: "Mark Bick" date: "2021-02-16" description: "Particularly in the healthcare sector, standards are crucial in providing assurance. Here are 4 ways Skedulo is setting the standard for scheduling software." lastmod: "2021-02-24" --- # Is your scheduling software up to standard? Published February 16, 2021 · Updated February 24, 2021 · By Mark Bick · 4 min read ![healthcarestandards](https://assets.skedulo.com/assets/2021/02/SchedulingSoftwareStandard_02-21_email_640x240@2x-1-1.jpg) As the world enters a new phase of connectivity, driven by smart technology with almost infinite potential, the ability to measure the capability of the tools we use has become critically important. How do you know if the technology your business relies on every day is up to scratch if there are no standards to benchmark it against? Particularly in the healthcare sector, where issues such as privacy and data validity are crucial, standards play an important role in providing fundamental assurance. Having worked with organisations that deliver a variety of services within the healthcare sector, we understand the need to ensure that Skedulo not only meets the strictest technology standards – but also empowers our clients to meet the industry standards that apply to their businesses. Some of these standards include: - Health Insurance Portability and Accountability Act (HIPAA) - Consolidated-Clinical Document Architecture framework - SNOMED International global standards - HL7 International standards - OAuth framework - Accessibility standards - Privacy principles - Workers’ rights - Private standards that align with a company’s values Here are 4 key ways Skedulo goes above and beyond to make sure our platform is always up to standard. ### 1. Configuration In today’s hyper-competitive marketplace where [customer experience](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) is pivotal to success, a technology platform that fails to meet the unique needs of its customers is completely impractical. At Skedulo, our out-of-the-box platform is designed to be as seamless and intuitive to deploy and use as the best cloud applications in the world. But our ability to configure and extend Skedulo to meet customer needs is where we really excel as a best of breed solution. For example, we identified specific needs for [Australian NDIS providers](https://www.skedulo.com/industries/ndis/) that use Skedulo to manage their support workers. So we created an NDIS-specific extension that allows workers to capture additional details about their travel to and from client appointments (and during client appointments). This data is captured to enable providers to meet NDIS requirements for travel and transport. The information is recorded by the worker on their mobile app, and is then available for viewing, auditing and approval by their manager. It can then be used for client billing or employee payroll in accordance with NDIS requirements and the provider's own business policies. It’s this configuration and extension ability that helps Skedulo customers meet the unique standards that apply to their specific field of work. ### 2. Interoperability Most healthcare providers already have established software in place to help them meet certain standards in their work. For example, a medical practice may use a particular platform to record and store patient records and appointment notes. Usually, this proprietary software is great for its intended purpose and a valuable part of the business’s daily operations. However, if the business decides to expand – such as by increasing field work or ramping up [telehealth services](https://www.skedulo.com/blog/introducing-virtual-meetings-for-scheduling-software/) – this software is often highly ineffective because it wasn’t designed to support these activities. This is why a key aspect of developing Skedulo has been its ability to integrate with almost any proprietary system (whether on-premise or cloud) that enables integration. We work hard to make sure our system can talk to any other system it needs to, and speaks a common language so standards are consistently met across the board. This interoperability also extends to our [partnerships](https://www.skedulo.com/integrations/) with other best of breed solutions, such as: - Salesforce - Zendesk - KeyPay - Workday - Epic By making Skedulo a seamless addition to your operating environment, you can rest assured that you are meeting privacy and data obligations while using smart technology to boost efficiency, gain oversight and drive customer experience. ### 3. Continual improvement The technical experts at Skedulo are hugely invested in ensuring [our security infrastructure](https://www.skedulo.com/security-policy/) not only meets, but well exceeds, industry requirements. However, we also know there are no guarantees that these will still be relevant tomorrow! This is why we have a continual improvement promise at Skedulo. We regularly make an upgraded version of the platform available to customers, complete with any bug fixes, improvements, and modifications required to keep pace with evolving standards. Where we recognise a consistent requirement for a standard within a particular sector, such as healthcare, we have extended the platform and products to incorporate these standards. These features apply at both a macro and micro level, such as incorporating industry-specific workflows and business logic, so people can use Skedulo in a way that feels natural to them in their line of work. This all helps to speed deployment considerably, while ensuring customers get value from using Skedulo as quickly as possible. ### 4. User experience Through configuration, interoperability and continual improvement, our primary goal is always to deliver an outstanding customer experience. This means everyone from your executive team to schedulers and field workers get a consistent, intuitive, and stress-free experience every time they use Skedulo. This applies throughout all stages of the Skedulo journey, including: - rapid, easy deployment - practical training - real time support - everyday use of the desktop and mobile apps It also applies to your customers’ experience, and their ability to trust that the information they provide is secure and confidential. Legacy scheduling solutions, such as spreadsheets, are extremely vulnerable to a breach which can put a healthcare organisation in a [very difficult position](https://medcitynews.com/2021/01/report-vast-majority-of-data-breaches-reported-to-hhs-occur-among-providers/) from a reputational and legal standpoint. Freeware can present serious security risks too, because the developer may not have invested the money to build appropriate security into the product. That’s part of the value of investing in best of breed technology: you are paying for the development that goes into the product and to keep it up to date with best practice and global standards. Our specialist teams within various sectors, such as healthcare, keep on top of these evolving needs so they can proactively make a case for adopting those standards as additional capabilities within Skedulo – culminating in a superior experience for all of our valuable clients. **To find out how Skedulo can help your organisation meet industry standards, contact us to [book a free demo](https://www.skedulo.com/book-a-demo/). ** ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/key-approaches-to-retaining-your-healthcare-staff/" type: "blogPost" title: "Key approaches to retaining your Healthcare staff" author: "Rebecca Rawlinson" date: "2022-07-18" description: "COVID has hit healthcare workforces especially hard, pushing many staff to the brink. Here are key approaches to retaining your healthcare staff." lastmod: "2022-07-18" --- # Key approaches to retaining your Healthcare staff Published July 18, 2022 · By Rebecca Rawlinson · 2 min read While there’s no doubt COVID has impacted workforces in every industry, the healthcare sector has perhaps been hardest hit. Already struggling to attract and retain workers, the combination of lockdowns, home schooling and time off due to illness has pushed many to the brink. This is particularly true of home health organisations that employ a large contingent of support workers. As healthcare assistants and caregivers, they provide valuable services such as assisted daily living (showering, toileting, food preparation), community access (driving clients to appointments or social events), and companionship. With our population ageing and more people choosing to stay in their homes supported by care services, these workers are crucial within our communities. However, a range of factors have made it difficult to attract and retain healthcare support workers over the years such as: - low pay - long hours - physically and mentally taxing work - lack of work pattern predictability Underpinning these is the fact that many health support workers say they don’t feel equipped with the necessary skills, tools or resources to provide the support they feel clients deserve. This disconnect between what they need and what they receive can result in what’s called “moral injury”: acting or witnessing behaviours that go against an individual's values and moral beliefs. Moral injury can contribute to instances of stress leave or resignation, and could even result in a workers compensation claim. In fact, [Australian Workers Compensation Statistics](https://www.safeworkaustralia.gov.au/media-centre/news/australian-workers-compensation-statistics-2019-20) released by Safe Work Australia showed the healthcare and social assistance industry had the highest portion of serious claims in the 2019 to 2020 period. Of the proportion of claims related to disease, mental health conditions (of which moral injury may be classified as PTSD or depression) were the most common. More training for leadership and creating a culture that embraces conversations around health and wellbeing could help to mitigate these risks. [One study](https://www.caitlin-morgan.com/benefits-of-wellness-programs/) found that implementing an effective wellbeing program resulted in an average 30% reduction in workers’ compensation and disability management claims, as well as fewer sick days. Teaching leaders to recognise the signs of burn-out (emotional and physical) and encouraging open conversations may prove very beneficial for retention. ### Boosting retention with better systems: a case study No one wants to go to work feeling like they can never be at their best, and those who do aren’t likely to stick around for long. So what does it take to create change for health support workers who feel this way? Perhaps we can reflect on a recent case study with [Regal Health](https://www.skedulo.com/customers/regal-health/) which has been delivering home health services for over 50 years and employs hundreds of support workers. To cater to the next stage of their development as an organisation, all systems were completely re-designed; a decision that has produced phenomenal results – including boosting retention and the ability to attract quality staff. Featuring an integrated technology stack with Skedulo as a key element, Regal Health’s CEO says the new system has supported strong revenue growth and allowed them to fulfill 97% of jobs even when 48% of staff were isolating during Omicron’s worst wave. In addition to greater oversight, assurance and data insights for leadership, the move to a new system now means workers have much greater transparency over their schedules and can plan their lives outside of work. They also feel more supported to provide the best service to their clients. > “75% of our workforce is casual by choice and Skedulo makes it easy for them to specify when they can work, where they want to work, how far they want to travel, and what types of jobs they want to take on,” says Regal Health’s CEO. “It also reduces pressure on them when they’re in the field. For example, they can use the system to raise an alert for any issues and we can have another support worker or nurse out to the client that same day. Our people feel supported which is very important in our industry.” > > — Michael Hall, CEO, Regal Health ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/" type: "blogPost" title: "Exciting New Features Inspired by Customer Feedback" author: "Paul Ciappara" date: "2024-08-15" description: "Launching new and exciting features based on feedback received directly from customers" lastmod: "2024-09-16" --- # Exciting New Features Inspired by Customer Feedback Published August 15, 2024 · Updated September 16, 2024 · By Paul Ciappara · 2 min read At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to announce over 20 new scheduling and mobile features that came directly from customer input. These new features will help organizations unlock greater productivity and ensure work gets done. ## Why Your Feedback Matters For us, customers are always at the heart of what we do. We understand that you and your teams face unique challenges every day. That's why we've made it a priority to listen closely to your needs and develop solutions that help streamline operations, improve efficiency, and empower your teams. ## What’s New? #### **?️  **Improvements to recurring schedule management [Watch the video](https://youtu.be/zV7PWdJ4Vss) Through improvements made to managing recurring schedules, you can now extend and edit your resources’ recurring schedules much easier by filtering, organizing and viewing all of the work. Schedulers can quickly and easily select when the work is ending and over what number of occurrences. With this enhancement, your schedulers will save valuable time and ensure recurring work is scheduled accurately going forward. [**Learn More**](https://docs.skedulo.com/user-guides/manage-scheduling-availability/create-and-manage-recurring-schedules/create-and-manage-recurring-schedules/) #### **? **Recurring availability enhancements [Watch the video](https://www.youtube.com/watch?v=DD1YAFYs1-s) With enhancements to recurring availability, you now have more control over setting patterns of availability and unavailability of your resources. You can easily set and forget multiple windows of availability or unavailability within a single day or in recurring patterns. With this improvement, your teams can focus more on high value, strategic work and less on time-consuming, manual tasks. [**Learn More**](https://docs.skedulo.com/user-guides/manage-scheduling-availability/manage-availability-and-unavailability/in-skedulo-web-app/manage-availability/) #### ⏰ Time-based job dependencies [Watch the video](https://www.youtube.com/watch?v=jAx5ot_0g_s) With time-based job dependencies you can ensure work starts within a specified time frame after another job’s scheduled start or end. Schedulers can easily add a job dependency with an intuitive, user-friendly interface. These advanced job dependency options give your team more control and ensure there’s no overlapping or conflicting work. [**Learn More**](https://docs.skedulo.com/user-guides/create-and-edit-work/create-and-manage-work/in-skedulo-web-app/manage-job-dependencies/) ## What's Next? Managing a mobile workforce is more dynamic than ever, and we’re committed to supporting you with the solutions you need to thrive. We’ll continue to gather customer feedback and use it as the driving force for future innovations. Keep an eye out for more updates and enhancements designed to make your job a whole lot easier. For more information on all of the 20+ enhancements and new features, please visit our [docs page](https://docs.skedulo.com/). And for those who aren’t a current customer but want to learn more, [schedule a demo](https://www.skedulo.com/book-a-demo/). ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… --- --- url: "https://www.skedulo.com/blog/learn-about-workforce-management/" type: "blogPost" title: "Learn About Workforce Management" author: "Laura Przybek" date: "2023-05-22" description: "Workforce management (WFM) helps businesses ensure greater efficiency, productivity, and performance. Learn key WFM functions, benefits, and viable solutions." lastmod: "2023-05-22" --- # Learn About Workforce Management Published May 22, 2023 · By Laura Przybek · 10 min read ## What is Workforce Management (WFM)? In today’s fast-paced business environment, choosing and executing a viable strategy for optimizing workforce management is a daunting task. Digital transformation continues to drive the evolution of workplace strategies; and a new business world requires up-to-date tools and processes to remain effective. Your organization’s workforce operations are the lifeline to its profitability and success, but consistently managing them for greater efficiency, productivity, and performance can be complex. With the right strategies and solutions in place, your business can keep high level management in the best possible position to stay ahead of the curve and current with the growing complexity of workforce management. ## What is Workforce Management (WFM)? Workforce management (WFM) refers to the processes and tools a company utilizes to empower its workers to best perform their jobs. The overall goal of WFM is to maximize the organization’s resources while [boosting productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/), efficiency, and satisfaction of both employees and customers alike. ### Importance of Workforce Management Workforce management is critical for understanding how your employees are currently performing, identifying areas for improvement, and eliminating the barriers to success. This is a difficult feat under the simplest of scenarios, but as customer expectations rise, the global marketplace expands, and your business scales, workforce management can become even more complex. Effective workforce management helps company leaders more effectively empower their employees to do their best work. Modern, competitive organizations have enlisted the support of workforce management systems, which enable them to better oversee workforce operations and arm their workers with tools for increased productivity and impact. These technologies eliminate the guesswork of managing a workforce, and enable leaders to make data-driven decisions that, ultimately, boost their bottom line. Plus, they bolster employee satisfaction by offering tools that support workers’ desires to be efficient, reliable, independent, and self-organized—which, in turn, improves [worker retention](https://www.skedulo.com/blog/why-are-people-leaving-deskless-work-and-what-can-you-do-about-it/) rates. Without an adequate workforce management system, organizations often find it challenging to gain [the type of visibility required](https://www.skedulo.com/blog/what-is-workforce-visibility/) to maintain productivity and efficiency (while still offering worker autonomy), particularly in the face of ever-changing business needs, objectives, and obstacles. They also struggle to accurately forecast labor requirements, understand and improve performance, or ensure regulatory compliance. ## Key Workforce Management Processes While every business is different (and so, too, is their approach to workforce management), there are some key WFM processes that they must address and optimize for success. Common areas include: - **Scheduling - **[Creating efficient schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) that meet customer demands while also aligning with business-rules and objectives is a key part of managing a workforce. Managers must ensure that the right worker is matched with the right job (based on qualifications, certifications, location, availability, and more) in order to assure job completion, customer satisfaction, and an optimized use of resources. - **Labor forecasting - **Forecasting future labor needs is an absolute must for healthy workforce management, especially as labor shortages threaten an organization’s ability to properly serve its customers. Hiring and scheduling too few or too many workers in periods of higher or lower demand can seriously hurt a business’s bottom line, so planning ahead accurately (based on real-time and historical resource gaps and financial trends) is crucial. - **Employee performance management - **There are several [key performance indicators (KPIs)](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) that businesses should track and analyze to [improve workforce visibility](https://www.skedulo.com/book-a-demo/) and break down obstacles to make it easier for employees to [deliver excellent customer experiences](https://www.skedulo.com/blog/5-ways-workforce-visibility-can-transform-customer-service/). Metrics like job completion rate and utilization should be consistently evaluated against the organization’s priorities to keep workers engaged, productive, and successful. - **Absence management - **A significant factor in keeping a workforce [engaged, satisfied, and performing at their best](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) is offering a work-life balance that doesn’t negatively impact operations. Leaders need effective strategies for absence management to  easily track, plan for, and handle employee PTO and extended leaves of absence without sacrificing customer service. - **Analytics - **Managing and improving workforce analytics is a shot in the dark without robust data and analytics to support your decisions. Advanced analytics help leaders leverage smarter strategies around utilization, scheduling, budgeting, hiring, the customer experience, and more. - **Regulatory compliance - **As a business scales and their workforce continues to grow, maintaining regulatory compliance becomes more complex. But ensuring that they’re constantly abiding by labor laws, security compliance standards, and other company policies is crucial for protecting workers, customers, and the business as a whole. - **Budgeting - **Without efficient budget planning, organizations waste precious time, money, and resources trying to estimate, allocate, and adjust [the cost of controlling workforce operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams/). A vital part of successful workforce management is optimizing productivity and spend by accurately quantifying how much—and what types of—labor are needed to achieve specific business goals. - **Recruitment - **Recruiting suitable candidates requires in-depth visibility and knowledge around scheduling, capacity, and openings in different areas. To properly support and manage their workforce, leaders need to know exactly where to add workers, and what types of expertise, experience, qualifications, and skills those workers should have. ## Benefits of Workforce Management Strong workforce management isn’t as easy as purchasing every shiny new tool that promises improved productivity and performance. It requires sophisticated strategies and careful investment into solutions that are purposefully built to empower your [workforce operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/); but the juice is certainly worth the squeeze. Effective workforce management helps organizations reap significant benefits, including: - **Improved productivity - **Workforce management optimizes scheduling, performance, time tracking, communication, and more through centralized tools and processes, so employees face less downtime and [fewer inefficiencies](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) across their daily work. This frees up their time to focus on what really matters: serving customers. - **Minimize compliance risks - **Labor and [worker safety laws](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) can change by state, region, or even city, but effective workforce management strategies and solutions help businesses easily track and comply with those policies to mitigate risk. With the right tools, managers can automate workflows to ensure workplace laws and regulations are always followed, and that these details are properly recorded in case of a potential audit. - **Reduced labor costs - **Businesses must find ways to [reduce labor costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/) without also reducing headcount, benefits, or their quality of service; and workforce management helps them do just that. Powerful solutions help them optimize scheduling to reduce unnecessary downtime, automate repetitive tasks, boost workforce productivity, and quickly identify jobs for which they should outsource more specialized workers, enabling them to drive down costs while improving operational efficiency. - **Increased customer satisfaction - **Workforce management empowers workers to delight clients at every turn, even as customer expectations continue to grow. They’re always[ fully prepared and well-equipped](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) to arrive at appointments on-time, armed with the right resources to ensure personalized service and job completion every time. ## Workforce Management Challenges Of course, consistently effective workforce management doesn’t come without its challenges. If that were the case, every business would already be running its workforce operations like a well-oiled machine. In an age where remote work is on the rise and [80% of the global workforce](http://desklessworkforce2018.com/) is now deskless, communication and collaboration have greatly suffered. Though many businesses have leaned on disparate communication tools (like Slack, email, text messages, etc.) for support, these disconnected apps and platforms leave much to be desired. They simply don’t equip workers to communicate with their supervisors, colleagues, or customers in the reliable, streamlined manner required for seamless collaboration and unencumbered productivity. A lack of integration across systems also threatens leaders’ ability to properly manage their workforce, as tool sprawl just exacerbates issues of inefficiency and wasted time. This is usually a result of well-intentioned leaders investing in various tools to try to make their workers’ lives easier and more productive. But in reality, failing to integrate those systems creates data silos, sticky workflows, and time-consuming frustrations that actually hinder workforce management rather than enhancing it. In the long term, these challenges negatively impact the business in crucial ways, including higher employee turnover rates, decreased engagement, difficulties in talent acquisition, and a poor customer experience. Employees need to feel connected in order to remain engaged in their work, and insufficient communication wears down the threads that should tie them to their coworkers, customers, and performance. Disconnected systems don’t enable the robust, real-time data needed to make smart decisions around workforce operations, so leaders can’t incite positive change to processes and workflows when they most need to. What’s more, employees waste time and energy entering and re-entering data into various systems of record, which slows down their productivity and distracts them from higher-value tasks. Labor shortages are common across most industries, and an inability to empower workers with highly-integrated, intelligent tools and streamlined processes by way of superior workforce management can make it difficult to attract and retain top talent. ## Functions of a Workforce Management Solution As the importance of workforce management has become increasingly evident, various systems and solutions have popped up to support more modern, competitive strategies. But it’s vital to note that not all solutions are built equally; and there are certain[ functions and capabilities](https://www.skedulo.com/resources/5-capabilities-you-need-to-manage-a-mobile-workforce/) that are absolutely essential for enabling effective operations. Sophisticated workforce management solutions automate otherwise repetitive or tedious manual tasks, like scheduling, time and attendance tracking, payroll, and more. Eliminating the burden of these tasks from workers’ shoulders makes the entire time more efficient, and also reduces the risk for human error. Some systems also boast advanced analytics and actionable reporting, so leaders can swiftly make evidence-based decisions and utilize deep insights that boost performance. They connect and centralize data from other existing systems, making it easier for teams to uncover any inefficiencies, improve service delivery, and gain a better understanding of what their team needs to succeed. ## Choosing a Workforce Management Solution As companies continue on the path to digital transformation and their operational strategies shift to better reinforce their workforce, new trends have started to emerge. This includes: - **Utilization of workforce management software - **Many businesses look to workforce management software to automate and assign tasks more efficiently. These systems track employee time, generate worker schedules, and help enable better absence management—all while collecting and storing data in a single, centralized place. Because it tracks worker progress and performance in real-time _and _over time, [WFM software](https://www.skedulo.com/learn/mwm-overview/) empowers managers to oversee their workforce, identify issues, and make improvements to the operation. It also streamlines communication across the organization and its customers, so everyone is always on the same page. - **Utilization of scheduling software - **While [simple scheduling tools](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/) (like online calendars and spreadsheets) won’t get you very far in terms of effective workforce management, sophisticated scheduling software can alleviate a heavy burden from administrators’ and managers’ shoulders. [Automated scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) tools are backed by powerful AI, and can instantly match the right employee for each job based on certifications, skills, location, and other factors that are important to your business and your customers. By replacing outdated, manual scheduling processes, intelligent scheduling software can increase worker efficiency, reduce operating costs, and help teams meet customer expectations with ease. These technologies handle high capacities of incoming requests and automatically generate fully optimized schedules, so the business can serve more customers, [maximize operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) for a balanced workload, and achieve key outcomes. - **Integration across platforms - **True digital transformation isn’t about adopting the newest technologies to see what sticks: It’s about implementing technologies into every aspect of a business operation, and integrating them for greater workforce efficiency.  More organizations are recognizing the value of eliminating silos across their [tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) and connecting their systems for a single, centralized source of truth. The right tool can help businesses integrate all their crucial data in one place, which helps them predict when they’ll need more staff coverage, better identify opportunities, and accurately measure performance. Since digitally-minded organizations are [26% more profitable](https://ide.mit.edu/insights/digitally-mature-firms-are-26-more-profitable-than-their-peers/) than their peers, a fully integrated digital approach is well worth the effort. - **Mobile accessibility - **Your organization’s tools, resources, and data are only valuable if your employees have complete, real-time access to them—regardless of where they are. Competitive companies are investing in solutions, like [mobile device management (MDM)](https://www.skedulo.com/blog/mobile-device-management-for-deskless-workers/) software, which allow employees to upload and access data from anywhere without the risk of storing that data in temporarily insecure systems. When workers have unmitigated, instant, and seamless access to customer, job, and company data, they’re better prepared to complete their daily work with efficiency and confidence. This also eliminates the time-consuming step of re-entering data into a centralized system of record after they complete a job; and reduces the risk for duplicate, missing, or erroneous data that can result in inaccurate reporting and subpar decision-making. ## Powerful Technology to Manage Your Workforce with Ease While point solutions can certainly help your business manage its workforce in the (very) short term, disconnected, singularly-focused technologies create a fragmented approach to running your operation as it scales. Effective workforce management requires a holistic strategy for optimizing processes, empowering employees, and understanding what’s working and what isn’t so you can adjust things before it’s too late. Skedulo’s mobile workforce management platform ties everything together in one place. With tools for intelligent job matching, automated scheduling and dispatching, progress and performance management, centralized communication, real-time analytics, seamless data collection, and more, Skedulo enables businesses to leverage strong workforce strategies that give them a leg up against competitors. Learn more about [how to choose the right workforce management solution](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) for your business, or book a demo today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/leveraging-technology-to-increase-visibility-in-field/" type: "blogPost" title: "Q&A: Leveraging Technology to Increase Visibility in the Field" author: "Marie Francis" date: "2017-08-31" description: "Skedulo talks to Where Food Comes From Chris Sanchez about how an agriculture company leveraged tech to increase visibility and impact bottom line" lastmod: "2018-10-16" --- # Q&A: Leveraging Technology to Increase Visibility in the Field Published August 31, 2017 · Updated October 16, 2018 · By Marie Francis · 4 min read Where Food Comes From coordinates independent inspectors who verify food quality and handling practices all over the nation. They visit producers, farms, and ranches to inspect plants, animals, methods, and records. Inspectors then compare all the information they collect against specific standards and claims by producers and distributors.They quickly realized that they couldn’t manage the growing complexity of their field organization without technological answers. They implemented Salesforce CRM and Skedulo to manage their growing workforce. We contacted Where Food Comes From and talked with IT director Chris Sanchez about how they leveraged technology to help them gain visibility into the field and how it impacted their back office and bottom line. **_Skedulo: Chris, can you tell us a little more about what Where Food Comes From and what you do?_** CS: We’re in the agriculture verification business. Our auditors go out to ranches and farms to certify their products and make sure that they are good to go for the consumers in the stores. Our team is constantly out in the field auditing our customers with 30 to 50 visits per week. We have auditors all over the United States and soon we’ll be worldwide as well. **_Skedulo: Is this a relatively new category due to government compliance and food safety regulations? Is demand growing?_** CS: It is. It’s growing more in demand and we're seeing that almost on a daily basis. Trade is opening up with overseas partners and the China beef trade was the recent big area that has opened up. If you pay close enough attention in stores you may see our sticker on products. More and more companies are demanding this and our bigger customers like Whole Foods require the brands that they sell to go through these programs. **_Skedulo: Before you chose Skedulo, what were some of the strains and pressure points that contributed to your need for new technology?_** CS: Well, compared to how we are today with Skedulo, we were very rudimentary. Everything was handled in spreadsheets. Organizing for the audit was done over the phone. It was really hit or miss, not knowing where the auditor schedules were. It was a very loose process and we just did whatever it took to work. We knew that we had to do something to really get our hands around this growing problem. **_Skedulo: How did you go about finding a solution?_** CS: ** **We shopped around and we talked to other companies. One thing that we really liked and made it all possible was the fact that Skedulo was able to offer customization to our Salesforce implementation. You completely tailored it to our needs. We've got these 60 auditors in the field and they're not employees. They're contracted out so we don't want them to have access into our systems account information, at least not at the depth that Salesforce gives them. Skedulo was perfect in the sense that we were able to basically give them just the view of the important information that they need to do their daily audits efficiently. Another important factor was that, most of these ranches that the auditors go to are on remote lands that don't have cellular service. We only were able to talk to them when they were within the range of a cell tower. Skedulo allowed ua to pull down the information they needed so they could go out and go off the grid and still get what they needed. **_Skedulo: How has managing your mobile workforce change since implementing Skedulo?_** CS: Well, for starters it isn’t manual anymore! Skedulo has enabled our auditors to log in to the mobile app and have control over everything they do. The schedulers are able to push all the important information to the auditors while the auditors are able to accept or deny a job all through their mobile device. Now the auditors can do their job more efficiently, and the schedulers have visibility into the activities happening in the field. That was a nice feature we never had and never thought it was possible. What was really a game changer for us was setting up a rule that says auditors must submit their findings from an audit to the office within 7 days and now that process is all tracked and automatic. **_Skedulo: So what’s next on the table for Where Food Comes From?_** CS: Currently we have four sub-companies underneath us, e.g. in the wine business and in dairy, and they have their own systems. Our goal is to get them all up to speed on Skedulo. I would say that compared to the industry -- we are finding ourselves on the forefront of the technical end with how our systems work. **Summing Up** In an industry where trust in data integrity is built into the business model, it’s mission critical to establish minimal touch channels for handling that data. Where Food Comes From verifies and certifies best practices in food handling and production, and so they couldn’t afford to have any doubts about what’s happening in the field. They also found that waiting for self-reports on client audits by contractors was slowing down billing and growth. Today, Where Food Comes From schedules and communicates with contractors through a secure and efficient software channel, made from a customized deployment of the Skedulo platform. To lean more about Where Food Comes From's story, see the full case study [here](https://www.skedulo.com/customers/where-food-comes-from/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/lone-worker-safety/" type: "blogPost" title: "Lone Workers: How to Improve Safety and Service Delivery" author: "Ed Backhouse" date: "2026-04-16" description: "Lone workers operate outside the proximity of colleagues. Lone worker safety starts with the right tech and mobile workforce management." lastmod: "2026-04-22" --- # Lone Workers: How to Improve Safety and Service Delivery Published April 16, 2026 · Updated April 22, 2026 · By Ed Backhouse · 8 min read Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an [estimated 53 million working in North America and 8 million in the UK](https://www.nsc.org/getmedia/c2ab538c-8464-48cd-bf90-e1601f466bd5/wtz-lone-down-worker-monitoring-wp.pdf). Their work sites vary: some constantly travel to different mobile work locations, some perform work along established routes, and others work alone at fixed locations or facilities. Skilled maintenance workers [make up a little more than half of lone workers](https://bodytrak.co/en-us/news/lone-worker-statistics/) across a range of residential and commercial industries, including transportation, janitorial services, pest control, landscaping, security, delivery, construction, agriculture, and utilities/telecom. Healthcare is another growing area for lone working: consider mobile health workers like home hospice nurses, traveling physical or occupational therapists, or technicians who set up and service home healthcare equipment. When defining “lone workers” within your organization, however, it’s important to note: - **Not all frontline workers are lone workers:** Because they have the benefit of proximal colleagues to provide assistance and increase safety, field service teams and crews of frontline workers are distinct from lone workers. - **Not all lone workers are frontline workers:** Remote employees who work from home, employees who travel by themselves during work hours, solo workers with atypical schedules, or workers who complete tasks in public (but away from their teams) **are** considered lone workers. In fact, [an estimated 20% of employees experience “lone working”](https://www.ioshmagazine.com/2023/11/01/growth-lone-working) at some point during the day. It’s up to employers to create robust safety cultures that onboard, train, and continuously protect lone workers through policies and procedures designed to minimize risk and maximize productivity. ## **The risks of lone working** Because they don’t have the same immediate access to support that team-based workers do, lone workers face significant risks in their work. **Risks to physical safety:** the accidental or intentionally harmful acts of others, the working environment, travel to and from work sites, or the nature of the work itself can pose a danger to the physical well-being of lone workers, including permanent injury or fatality. Examples: _explosions, vehicle accidents, fatal exposure to biological, environmental, or ergonomic hazards, workplace violence (physical or verbal), fire, equipment malfunction, working at height, slip and fall_ **Risks to mental health:** the social isolation and lack of immediate support inherent in lone working environments impact a lone worker’s emotional well-being, sense of safety at work, and job satisfaction or trust in their employer, all of which have documented physical health consequences at rates higher than those of team-based workers. Examples: _increased stress, anxiety, depression, heart disease, stroke, diabetes, dementia, substance abuse, and suicide_ **Risks to productivity and efficiency:** without immediate, physical supervision, lone workers may face delays or difficulties in troubleshooting or resolving unexpected challenges, reporting safety issues, or keeping supervisors or colleagues aware of their location or progress. Examples: _inability to accurately determine safety best practices in unique work conditions, inability to complete work without “second opinion”, inability to access technical support or guidance, delays due to travel conditions_ [Lone workers report feeling more pressure](https://doi.org/10.1016/j.shaw.2019.01.002) regarding safety than other workers. They have a [higher likelihood of illness](https://doi.org/10.1093/bmb/ldy043) and [more frequently lack social support](https://blogs.cdc.gov/niosh-science-blog/2023/11/20/social-connection-and-work/) due to the physical demands and mental stress of their work. Unsurprisingly, [a 2024 survey of lone workers](https://bodytrak.co/en-us/news/lone-worker-statistics/) found that safety training, mental health support, and personal protective equipment (PPE) are the top three of nine key areas where they most need employer support. Lone worker safety is a critical business priority. If an employee is out of the immediate sight and support of a manager or colleagues, there are risks to health, safety, and productivity. Lone worker safety is also a matter of law: in the US, it is part of an employer’s [mandated Duty of Care](https://www.osha.gov/laws-regs/oshact/section5-duties). In Canada and the UK, there are [specific definitions and expectations of safety](https://www.ccohs.ca/oshanswers/hsprograms/alone/workingalone.html) for lone workers. In addition to the costs and liabilities associated with failing to meet regulatory requirements, employers who don’t adequately protect lone workers jeopardize their organizations' productivity and profitability and can do irreparable harm to their brand reputation. ## **Four ways to improve lone worker safety** Employers can mitigate the risks lone workers face and empower them to be as safe, productive, and satisfied as possible in their work. Action steps include developing lone worker safety policies and procedures, implementing [frontline worker](https://www.skedulo.com/blog/field-service-efficiency-what-it-means-for-the-frontline-workforce/) technology, and developing robust onboarding and training, including emergency protocols and safety best practices. ### **1. Create a lone worker safety policy** Start with a working alone risk assessment. This document maps all possible safety risks, from the individual worker to the full scope of their potential work activities and environments. A typical assessment will include: - Documentation and confirmation of the lone worker’s medical fitness, supervision, training, and competency - Details and images of the work site’s access, security, emergency warning systems, first aid availability, and physical welfare (climate control, lighting, plumbing) - Description and imagery of the work process’s potential hazards - Prescriptive guidance about safety measures that can be taken when working alone With a complete picture of the risks a lone worker may face, employers can implement a [hierarchy of controls](https://www.cdc.gov/niosh/hierarchy-of-controls/about/?CDC_AAref_Val=https://www.cdc.gov/niosh/topics/hierarchy/default.html) that further mitigate potential harm. They can choose mobile workforce management technologies that best support lone worker safety, are easy for those workers to adopt and trust, and generate data to enable continuous improvement of lone working policies. ### **2. Implement the right technology and tools** Technology bridges critical gaps between employers and lone workers. Workforce software eases scheduling, communication, support, and much more. Mobile workforce management platforms can consistently verify worker and customer safety, provide real-time troubleshooting, and support regulatory safety compliance without complicating a lone worker’s workflow. The ideal tool is an easy-to-use app built for mobile work that includes: - **GPS tracking**, **route optimization**, and **location monitoring** to ensure worker safety in-transit and on-site - Real-time **communication** and **job updates** between field workers and supervisors - Shared access to **safety resources** like instructions, equipment manuals, risk assessments, checklists, and SOPs - Secure **data capture** for images, documents, and signatures - Access to **CRM data**, **job details**, and key functions, even when **offline** Frontline worker technology is about more than just efficiency and productivity—it’s a [strategic safety tool](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) that protects lone workers and the organizations they serve. When a lone worker is empowered with this kind of user-friendly tech, they can focus on doing their best work safely, delighting customers, and driving revenue. ### **3. Create communication routines and emergency procedures** A meaningful culture of safety fosters communication: supervisors need more than just location monitoring to keep lone workers safe. In fact, [75% of field service providers](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) tell Skedulo that they want to improve communication with their mobile workers. Proactively establishing routine communications with lone workers through wearable tech, employee safety devices, or radios helps supervisors promptly recognize safety concerns. Lone workers need fast, easy ways to summon help and share their location in an emergency. In addition to equipping them with such tools, employers must ensure lone workers are appropriately trained to respond to hazards in the field. ### **4. Provide excellent onboarding and continuous training** Lone worker safety starts at the point of hire: before ever taking an assignment, they must be educated on safety hazards and best practices for managing them. They must understand all regulatory safety requirements and standard operating procedures, and be well-trained in job site safety routines and emergency procedures. Safety training should not be exclusive to onboarding. Expectations for communication and safety best practices must be continuously reinforced and coached. This empowers lone workers and their supervisors to correctly implement safety best practices in new or unique situations. Adoption and proficiency with mobile workforce management tools [help lone workers follow safety procedures](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/) on the job site. ## **Service delivery challenges for lone workers** Even the most robust onboarding process can’t account for every possible situation a lone worker may encounter in the field. Once they’re on assignment, lone workers don’t have the benefit of in-person colleagues to troubleshoot with, nor do they necessarily have immediate access to supervisors or subject matter experts when they need advice. ### **Set your lone workers up to safely deliver excellent service** [Strategic field service management](https://www.skedulo.com/resources/8-field-service-strategies-for-success/) is a complex responsibility that is only getting more challenging as customer expectations increase. By prioritizing the safety of lone workers, employers can deliver more consistently outstanding client experiences. - **Equip lone workers with everything they need to stay safe: **Ensure everyone in your mobile workforce has real-time access to [technical guidance, safety checklists, and standard operating procedures](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/), regardless of connectivity. They should be able to communicate directly and immediately with a supervisor or colleague if they need a second opinion or subject matter expertise. - **Streamline customer interactions so lone workers can focus on service delivery: **Use intelligent job matching to accurately assign workers to jobs the first time (reducing unnecessary follow-up visits). [AI-assisted smart scheduling](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) factors in historical data to ensure workers arrive on time and have enough time to complete their assignments. Replace messy, error-prone manual processes, such as paper forms, with secure [digital customer data capture methods](https://www.skedulo.com/blog/digital-transformation-field-service/). Sync service data across these platforms to improve billing accuracy and invoicing, speed up payments, and reduce gaps between service and follow-up contact. - **Provide effective supervision to proactively protect lone workers: **Risk assessments that document specific health and safety hazards will help determine the support lone workers need to stay safe. Support should include consistent communications such as site visits, text messages, scheduled calls, and regular 1:1 or team meetings. The same tech that frontline workers rely on can also be used by leaders, dispatchers, and customer service teams to [support every step of t](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/)h[e workflow](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/) with real-time updates, location monitoring, and responsive communication. ## **Mobile-first technology that protects lone workers** Skedulo is built for frontline workers and the nature of mobile work. Skedulo offers access, real-time communication, AI-assisted scheduling and route optimization, and seamless integration with existing office workflows. It’s interoperable with existing platforms like HR, CRM, and ERP, so it can factor in worker, customer, and job data, along with historic information and real-time conditions. Skedulo is customizable to your organization's unique safety considerations. The [Lone Worker Risk Check-in](https://www.skedulo.com/integrations/) uses timed alerts to confirm an employee's safety during potentially dangerous work, automatically notifying a supervisor or dispatcher if the worker cannot check in. At the main office, schedulers can customize the alert schedule, designate response strategies, flag potentially risky jobs, and create repeatable action plans accounting for service type, job location, and the data needed to respond appropriately. Learn more about how Skedulo [drives efficiency and safety](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/) for large workforces in high-risk jobs. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Your Frontline Workers Are Ready For Better Technology](https://www.skedulo.com/blog/empower-frontline-workers/) — April 15, 2026. Your Frontline Workers Are Ready For Better Tech Even though frontline workers outnumber desked workers by nearly 4 to 1, they consistently report lacking the technology to do their jobs effectively. In a large, distributed workforce, this lack of repeatable, tech-enabled workflows creates downstre… --- --- url: "https://www.skedulo.com/blog/maintenance-planning-and-scheduling/" type: "blogPost" title: "Maintenance Planning and Scheduling for Utilities: How Optimization Drives Growth, Talent Retention, Compliance, and Customer Satisfaction" author: "Bartek Woroniecki" date: "2023-09-19" description: "Effective maintenance planning and scheduling improves resource utilization and client relations. Learn the benefits, challenges, and how to get it right." lastmod: "2026-05-12" --- # Maintenance Planning and Scheduling for Utilities: How Optimization Drives Growth, Talent Retention, Compliance, and Customer Satisfaction Published September 19, 2023 · Updated May 12, 2026 · By Bartek Woroniecki · 11 min read Most organizations understand the importance of maintaining compliance with their customers, and thus recognize the value of an effective maintenance program. A strong program combines both [maintenance planning and scheduling](https://www.skedulo.com/learn/preventive-maintenance/) to help a company ensure equipment is in proper working order, anticipate breakdowns, and maintain reliability in customer relations. So why do so many businesses still struggle to get it right? Efficient scheduling processes and tools are at the heart of any reliable maintenance program, but organizations across every industry have been slow to adopt the right systems. In fact, in the manufacturing industry alone, [47% of companies](https://www.plantengineering.com/wp-content/uploads/sites/4/2019/02/Plant-Engineering-2019-Maintenance-Report.pdf) and teams still use in-house spreadsheets for their maintenance schedules. These outdated scheduling technologies and processes ultimately result in an inadequate maintenance program; one that leads to wasted time and resources, equipment failure, and strained client relationships. On the other hand, powerful tools that can handle complex scheduling requirements give organizations a leg up against their competition. They help companies optimize their business operations for better resource utilization, improved employee and customer satisfaction, and higher-quality maintenance work. ## The Foundations of Maintenance Planning and Scheduling Maintenance programs are built upon two key pillars: Planning and scheduling. The two offer distinct functions but are equally important and interconnected. An effective planning process relies upon an effective scheduling process, and vice versa, so getting both right is absolutely crucial. ### What is Maintenance Planning? Maintenance planning refers to all of the activities an organization performs to detect and resolve potential equipment issues. The process involves everything that’s relevant to planning for maintenance—including what work must be done, what materials and resources are needed, why the work is being performed, and even how the work will be executed. Simply put, maintenance planning helps teams iron out all the essential details needed to assign and schedule work. While the specific of maintenance planning might vary from one organization to the next, it’s important to follow some basic principles to ensure success: - **Trust the planner’s judgment - **Maintenance planners should be well-equipped and have the necessary experience required to accurately estimate job plans. They should have access to job histories, technical resources, and any other crucial information so they can plan appropriately. Rather than relying on one piece of data alone (such as a previous work order file) to estimate task duration, the planner should also take into account their own technical expertise. Other team members should trust the dedicated planner’s judgment when it comes to time estimates. - **Plan for future work - **Job planners should be solely focused on the work that’s ahead of the maintenance team, rather than the tasks they’re currently completing. This means building a work backlog that extends a minimum of one week into the future, so all jobs are completely planned and ready to schedule with plenty of advanced notice. - **Utilize component level files - **Because equipment maintenance is highly repetitive, it’s important for planners to create and update component-level files that match other equipment tag numbers. This makes it easier for planners to collect, compare, and analyze equipment data to improve their work plans moving forward. - **Know and effectively utilize the skills of your technicians - **Maintenance planners should always have seamless access to the details around technician skills and experience. Using this information, they can create job plans that include only the most essential specifics needed to complete the task. If, for example, a technician has 15 years of experience in working on a particular piece of equipment that needs repair, the planner does not need to spend excess time creating a highly detailed job plan for that tech. - **Use work sampling - **As is the case with nearly any process, measuring performance is vital to making improvements. Teams should use certain metrics, like wrench time, to uncover potential issues that hinder their technicians’ work. Wrench time is the amount of time technicians are actually performing their planned tasks, and understanding this KPI can help planners identify the factors that cause delays and better plan for future work. ### What is Maintenance Scheduling? Maintenance scheduling (also called scheduled maintenance) refers to the timing elements of planned maintenance. It includes details like when and where the job will be performed, as well as who will complete it. Organizations with a strong maintenance program know that planning is only half the battle. Without a [strong scheduling process](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/) to carry those plans out, your team likely isn’t as efficient or productive as possible. Successful maintenance scheduling is based on these key principles: - **Schedule for effective job plans - **Your job plans should act as the backbone of your schedules. All of the planning details—like necessary equipment, number of technicians required, estimated job time, etc.—will help schedulers [build more accurate schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) that make the most of their technicians’ time. - **Prioritize jobs - **Not only does job prioritization [improve worker productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/), but it also increases employee satisfaction. Weekly schedules should be built upon the urgency of each job and should enable maintenance and operations teams to plan their work ahead of time. Of course, there will always be emergencies that pop up from time to time, but prioritizing planned work can help mitigate the stress that those last-minute issues otherwise create. This makes for a more productive, stable workforce; and one that can easily address jobs based on their urgency. - **Schedule based on skill level and availability - **At the start, schedulers should schedule jobs about a week in advance based on workers’ skill sets and availability. As time goes on and performance is measured and analyzed, schedulers can begin building schedules several weeks ahead of time with a more accurate understanding of worker capability. - **Utilize all work hours - **To avoid issues in under- or over-utilization, schedulers should assign jobs for 100 percent of the available work hours for each technician. This ensures all technicians are used to their full capabilities and are not waiting around to receive their next assignment. - **Leave day to day scheduling to crew leaders - **No matter how effective your maintenance program is, there will always be daily tasks that need assigning, as well as last-minute changes that need to be addressed. Schedulers should handle weekly schedules, but crew leaders and supervisors should be responsible for any day-to-day assignments. - **Measure performance with schedule compliance - **Your maintenance program generates lots of valuable data, so make sure you’re putting that data to use. There are [several KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) you should be using to measure performance, but evaluating schedule compliance is a quick way to find and fix any issues that may be negatively impacting productivity. ### Benefits of an Effective Maintenance Program Planned maintenance scheduling helps organizations maintain asset standards and perform at an optimal level. By optimizing both their planning and emergency scheduling with modern technology, companies can boost their workforce productivity. As we continue to see [labor shortages](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/), organizations struggle to find and retain talent with the knowledge to perform their most critical jobs. With an effective maintenance program, they can ensure employee knowledge is kept within the company—enabling them to operate as efficiently as possible. With the right end-to-end processes and a powerful scheduling tool for support, businesses can reap the benefits of a strong maintenance program, including: - **More jobs completed per day - **When planners have all the essential details they need at their fingertips, they can accurately account for how many jobs their technicians can complete. They’re able to plan and schedule jobs for 100 percent of the available work hours, so technicians don’t waste time wondering when they’ll be assigned to the next task. Instead of relying on a constant break/fix strategy (which interrupts employees’ workflow and disrupts their productivity), the right scheduling tool can help teams better plan for maintenance up front and sufficiently plan for downtime. The result is a more productive team that can complete more jobs without risking premature burnout. - **Ability to prioritize emergency jobs/situations - **There’s already copious amounts of information to keep track of when it comes to planned maintenance; and when you consider the unavoidable emergencies that occur from time to time, remaining organized can seem like an impossible feat. An effective maintenance program enables teams to prioritize jobs based on urgency and adjust regularly planned maintenance accordingly, so nothing falls through the cracks. Everything runs like a well-oiled machine, so those instances of reactive maintenance don’t throw the entire operation off kilter. - **In-house information retention - **In order to continuously improve your maintenance processes for optimal results, your team needs a whole lot of historical and real-time data. Equipment history and details are a large part of this equation, as they help teams determine the best course of action for maintenance work. But scheduling data is equally crucial, as it allows teams to build more effective maintenance plans, ensure proper resource utilization, and eliminate time-consuming obstacles that may be hindering productivity. - **Employee satisfaction - **Workers want to know that their skills are being put to good use, and that their time is valuable to their employer. With a strong maintenance program and tools that empower employees, each worker’s time and expertise is utilized to the fullest extent. Planners can accurately account for the skills required for each job, and schedulers can match those requirements to the right technician, which reduces those frustrating errors associated with a more reactive maintenance strategy. - **Customer satisfaction - **Organizations must maintain their compliance with customers, and proper maintenance planning and scheduling allows them to do so. An effective program helps teams meet their service-level agreements (SLAs) by enabling them to maintain the assets that perform important functions for their customers. By using an asset-centric system, teams are alerted to any potential issues with performance and can prioritize those assets, as well as schedule out regularly-planned maintenance for each asset. This ultimately leads to happier, more satisfied customers who are confident in the organization’s ability to meet their SLAs. - **Risk mitigation - **Pre-planned maintenance allows businesses to avoid those otherwise costly, time-consuming emergency breakdowns. Planners have historical data at their disposal to accurately estimate any necessary downtime, so customers aren’t left wondering when their critical assets will be up-and-running again. Plus, regular maintenance helps technicians confirm that equipment is in working order, reducing the risk for unexpected failures. ## 3 Strategies for Successful Maintenance Planning and Scheduling Improving your organization’s maintenance program starts with [optimizing your business operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/); especially scheduling. The right strategies can help your team overcome the challenges of planning and scheduling to boost productivity, eliminate workflow challenges, and meet (or exceed) your [customers’ expectations](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). Here are three powerful strategies for getting started: ### 1. Engage with leadership Getting buy-in for the process changes and potential technology investments you’ll need to bolster your planned maintenance and scheduling practice might take a little maneuvering. Senior-level leaders may not initially understand the benefits of shifting from a reactive approach to one that’s more forward-thinking, so make sure you’re clear about the advantages. It is true that adjusting or improving your maintenance strategy can be time consuming, require additional resources at the onset, and make your cheaper, more traditional tools (e.g. scheduling spreadsheets) obsolete, so don’t ignore those potential obstacles. Instead, directly compare and contrast them with all the cost-saving, productivity-boosting benefits of making the switch. Be sure to highlight the pros that are most important to leadership, like: - Increased asset and equipment lifespan - Smoother day-to-day operations - Reduced unexpected costs - [Safer, more compliant working environments](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/) - Better resource utilization ### 2. Analyze current operations There are many [operational elements](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) that can make or break your maintenance planning and scheduling program if not properly accounted for, so be sure to take a look at what’s currently happening. Are there existing maintenance tasks that aren’t necessary? Is there equipment that might benefit from more frequent maintenance? What does your current backlog and capacity look like? In addition to maintenance-specific analysis, take a look at other operations across your organization, as well. How do your planners, schedulers, and technicians work together on a daily, weekly, and monthly basis? What does their current performance look like? Are there workflow processes that need to be adjusted to better align with a planned maintenance approach? Hopefully you already have plenty of data to help you answer these questions, but if not, you might want to consider leveraging technology that enables you to pull everything together for better-informed insights. That way, you can confidently plan and execute your maintenance strategy based on what’s already working, what’s not, and what you hope to accomplish. ### 3. Enable planners and schedulers with technology If you think you can pull off a sophisticated maintenance planning and scheduling operation with outdated or manual tools, you might want to reevaluate. It’s a complex, ongoing initiative, and one that requires your team to keep track of copious amounts of information. Any one planner, for example, might plan the work of 20 technicians over the course of a week, with each working 40 hours per week. That’s 800 hours of work the planner must account for, which gets complicated pretty quickly when you consider job descriptions, estimated times, necessary skills, required tools, and more. The scheduler, too, must use all those details to determine the right person for the right job based on availability, location, qualification, preferences, and other key information. As you build out your maintenance planning and scheduling program, make sure you’re empowering your team with technology that makes their jobs easier. Planned maintenance software (like CMMS tools, ERP software, and EAM systems) are a great place to start, but they’re not enough to ensure sustainable success. Your team also needs technology that improves [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/), supports multi-layered workflows, and handles the complexities of their scheduling requirements. Intelligent scheduling software can bring everything together in one centralized place, for a truly integrated approach to maintenance planning and scheduling. The right scheduling tool can automatically match the right technician to the right job, [automate the scheduling process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), optimize worker routes, enable data collection in the field, and take the guesswork out of resource utilization. Make sure the software you choose puts all your valuable data (from all of your existing critical systems) to work for your team and offers meaningful, data-backed insights that drive operational improvements. ## Robust Software for Successful Maintenance Planning and Scheduling Consistently high quality maintenance requires both effective planning _and _scheduling, but implementing a successful strategy is often cumbersome. This is particularly true for organizations that lack the proper tools and real-time data for support. [Skedulo’s scheduling software for energy and utilities companies](https://www.skedulo.com/industries/energy-solar/) turns maintenance planning and scheduling into your company’s competitive advantage. With tools for automated scheduling, intelligent job matching, efficient resource utilization, route optimization, field data collection, and more, Skedulo can help your team eliminate wasted time and resources, reduce the risk of equipment failure, and improve client relations. Learn more about how Skedulo can [transform energy and utilities workforce management](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo%20Transforming%20Energy%20%26%20Utilities%20Workforce%20Management.pdf), or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/major-brands-transform-scheduling-with-mobile-apps/" type: "blogPost" title: "How Major Brands Are Using Mobile Apps to Transform Employee Scheduling" author: "Marie Francis" date: "2018-01-17" description: "Major brands like Gap are moving away from on-call shifts and unreliable schedules toward mobile apps that give employees more control. Learn more." lastmod: "2020-05-20" --- # How Major Brands Are Using Mobile Apps to Transform Employee Scheduling Published January 17, 2018 · Updated May 20, 2020 · By Marie Francis · 2 min read Retail scheduling is notorious for its unpredictability. At many stores, employees work different shifts every week, often with just a few days’ notice. This system makes it difficult to arrange child care, classes, and other responsibilities for the upcoming work week, and fluctuating hours make it difficult for employees to budget. But with modern tools, it doesn’t have to be this way. Companies are working on new ways to give employees more control over their schedule—and everyone is reaping the benefits. Harvard Business Review and Gap, Inc. [recently teamed up](https://hbr.org/2017/12/how-the-gap-used-an-app-to-give-workers-more-control-over-their-schedules) to try out a more stable scheduling system. Twenty-eight stores in the San Francisco and Chicago areas tested a new system that included: - No on-call shifts - 14-day advance notice of schedules for employees - Managers encouraged to offer a “core schedule” with stable start and end times A full report on the experiment is forthcoming, but early results are promising on the employee side. During the 30-week experiment: - Nearly two-thirds of part-time employees posted or picked up a shift - Over 90% of workers surveyed agreed that the app made it easy to adjust work schedules to fit their needs. - Over 95% of workers surveyed said the system helped them get more hours when they wanted more work. Employees weren’t the only ones who saw the benefits of stable scheduling. Managers said using the app eliminated the need to make time-consuming phone calls to cover a shift, and the manager of a medium-sized store estimated the system saved about 10 hours/week. Some managers also saw a decrease in no-shows because employees were easily able to find a replacement. While there are still a few kinks to work out—like integrating scheduling software with other HR systems and making sure all employees are trained to pick up certain shifts—managers agreed that employees were happier when they could control their own schedule. Employee empowerment and stable scheduling systems continues to gain steam around the country. Since 2015, stable scheduling legislation has passed in Oregon, as well as four major cities, and the trend continues. More than a dozen national retailers have stopped scheduling on-call shifts or have committed to do so in the near future. As companies transform their scheduling practices to accommodate employee needs, [choosing the right mobile workforce management system](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) becomes a key part of the conversation. [Read the full article](https://hbr.org/2017/12/how-the-gap-used-an-app-to-give-workers-more-control-over-their-schedules) to learn more about the results of the Gap experiment with Harvard Business Review. Looking for a scheduling solution to help manage your employees? [See how Skedulo](https://www.skedulo.com/book-a-demo/) simplifies complex scheduling to improve your mobile workforce operations and enhance your customer service. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/major-enhancements-skedulo-mastermind-and-dynamic-messaging-availability/" type: "blogPost" title: "Major Enhancements: Skedulo Mastermind & Dynamic Messaging Availability" author: "Michael Gleason" date: "2020-11-12" description: "Learn about Dynamic Messaging availability and upcoming optimization capability enhancements, powered by Skedulo MasterMind." lastmod: "2020-12-21" --- # Major Enhancements: Skedulo Mastermind & Dynamic Messaging Availability Published November 12, 2020 · Updated December 21, 2020 · By Michael Gleason · 4 min read Research shows that 60% of deskless workers feel their job has become more difficult since COVID-19, while 72% of IT executives claim worker productivity is negatively impacted by their existing technology. Despite these challenges, the majority of the working population remains optimistic about th… [Research shows](https://www.skedulo.com/learn/deskless-workers/) that 60% of deskless workers feel their job has become more difficult since COVID-19, while 72% of IT executives claim worker productivity is negatively impacted by their existing technology. Despite these challenges, the majority of the working population remains optimistic about the future of work, with [59% of technology executives](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_The_Pandemic_Has_Shed_Light_on_the_Power_of_Technology_in_Deskless_Work_2020.pdf) citing the capabilities of emerging technologies as the primary source for their optimism. This context serves as the perfect introduction to announce two exciting developments for the Skedulo Deskless Productivity Cloud: Skedulo MasterMind enhancements and the availability of Dynamic Messaging. ## Enhancements to Skedulo MasterMind for Scheduling Automation Skedulo MasterMind is the artificial intelligence (AI) and machine learning (ML) powered optimization service that enables users to optimize their workforce scheduling around the priorities and variables that matter most—including workforce utilization, cost, and travel time. The MasterMind enhancements enable you to automate scheduling based on user-defined variables so scheduling decisions are made smarter and faster. Specifically, the enhancements to MasterMind include the introduction of MasterMind solvers, a series of out-of-the-box configurable algorithms that allow schedulers to shape the weighting of a variety of factors. They’re then able to achieve the desired optimization for a given scheduling scenario. For instance, if reducing travel time between sites is the top priority, MasterMind will automatically produce a schedule that accommodates that objective. If minimizing the operating costs around your workforce is most critical, MasterMind will quickly build a scheduling scenario for you that takes that into consideration. This overhaul of Skedulo MasterMind offers a completely new approach to how AI, ML, and algorithms are applied to a growing number of complex scenarios. Rather than relying on single-pass greedy heuristics or overnight batch processing, individual MasterMind Solvers are oriented toward specific scheduling challenges, such as [shift scheduling](https://www.skedulo.com/product/shift-scheduling/), route optimization, and on-demand/real-time business models. An additional AI layer observes patterns of how these solvers provide outcomes over time and progressively tunes solvers to be faster and more efficient. Ultimately, that allows you to measurably improve your operations and significantly reduce travel time, distance, and cost-per-hour—all while maximizing work capacity, increasing workforce utilization, and best matching worker and job attributes. ## Skedulo MasterMind in The Real World The enhancements to Skedulo MasterMind sound great on paper, but how do they translate to reality? Let’s consider a scenario where you’re responsible for scheduling a workforce of 200 mobile workers that travel to a number of job sites throughout a given day. The challenge is that you have a [complex network](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) of appointments, workers (often called “resources” in scheduler speak), and geographically distributed sites. You may even have the added complexity of different types of jobs and different types of workers, each with unique attributes, skills, certifications, and preferences. The scheduling process becomes quite complicated. Now imagine you have 2,000 mobile workers, instead of 200. The prospect of scheduling a week’s worth of work for 2,000 mobile employees is high volume of manual work, and the expectation of a team of humans perfectly optimizing the schedule on their own is unfair. But at Skedulo, we know that optimizing a schedule is essentially solving a complex math equation. Very advanced math—but math all the same. That’s where the MasterMind routing solver comes in. The MasterMind solver will incorporate priorities defined by schedulers, such as minimizing workers’ travel time—effectively maximizing the amount of working time for each worker—and will then produce an optimized schedule based on those inputs. Quickly. What’s the ultimate impact of this optimization? While it varies based on the optimization scenario, Skedulo MasterMind can help decrease travel time and increase the average working time for each worker, and reduce your average operating cost per hour. We’re very excited to see Skedulo MasterMind continue to develop and share more details soon! ## Dynamic Messaging Will Be Available Soon! Additionally, Skedulo has announced the general availability of Dynamic Messaging, an instant messaging service available to both deskless workers and their operations teams natively within the Skedulo web and mobile applications. Skedulo Dynamic Messaging empowers organizations with deskless workers to bridge communication gaps through a powerful messaging solution to share job details, solve for real-time work challenges, and address escalations, all within the Skedulo Deskless Productivity Cloud. Dynamic Messaging allows you to: - **Engage your mobile teams** – Empower your workforce with instant connectivity to the resources they need - **Centralize communications** – Reduce misinformation between workers and retain commentary on completed work - **Facilitate knowledge sharing** – Boost internal knowledge retention for a sustainable competitive advantage **Improve customer satisfaction** – Properly equip mobile workers to interact meaningfully with customers every single time ## Where can I learn more? Learn more about the powerful capabilities of [Skedulo Dynamic Messaging](https://www.skedulo.com/product/messaging/), and stay tuned for more information on [Skedulo MasterMind](https://www.skedulo.com/product/skedulo-intelligence/) as we continue to introduce enhancements and MasterMind solvers. We’re beyond excited with our ongoing investments in the Skedulo Deskless Productivity Cloud and the opportunity to better serve you and your deskless workforce! ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/managing-contractors-mobile-workforce-in-service-economy/" type: "blogPost" title: "Managing Contractors and Mobile Employees in the Service Economy" author: "Aya Fawzy" date: "2018-03-22" description: "Contingent workers play a huge role in the service economy. Businesses need workforce management software that handles contractors and employees alike." lastmod: "2020-05-20" --- # Managing Contractors and Mobile Employees in the Service Economy Published March 22, 2018 · Updated May 20, 2020 · By Aya Fawzy · 1 min read Call it the gig economy, the service economy, or simply the rise of the freelancer, the idea is the same: the way we work has changed. Healthcare, construction, repair services, tech, engineering—the list of industries embracing contingent workers continues to grow. Gartner estimates that [40% of field service work](https://www.gartner.com/doc/reprints?id=1-4FI0SKZ&ct=170927&st=sb) will be performed by contractors and freelancers by 2020. In the UK alone: - At least [4.6 million people](https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/uklabourmarket/march2016#summary-of-latest-labour-market-statistics) are self-employed. - Contractors make up more than one-third of the total, with [over 1.8 million](https://www.contractorcalculator.co.uk/contractor_numbers_grow_ipro_increase_structural_491310_news.aspx) in the workforce. - The number of independent professionals has [increased by 63%](https://www.entrepreneur.com/article/242791) over the last decade. Skedulo Commercial Lead Jason Stokes was recently featured in HR Magazine discussing how [mobile workforce management](https://www.skedulo.com/learn/mwm-best-practices/) helps companies embrace contingent workers: _“So not only do customers have higher expectations for service experiences, but the labour force is more fragmented, and competition to recruit and retain the best employees is tougher than ever. How can HR leaders manage this multi-dimensional conundrum?_ _The answer has to be technology designed for these specific challenges. The rise of the smartphone and apps gives HR managers and contingent workers a tool capable of transforming the work experience for both parties.”_ Does your company have the tools to support contingent workers alongside employees? [Read the full article](https://www.hrmagazine.co.uk/article-details/how-to-manage-your-mobile-workers) to learn more about managing contractors and mobile workers for success in the service economy. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/managing-home-healthcare-new-business-climate/" type: "blogPost" title: "Managing Home Healthcare in a New Business Climate" author: "Aya Fawzy" date: "2018-01-30" description: "The home healthcare market is changing rapidly. Learn the market forces behind the change and how homecare providers are adapting with new technology." lastmod: "2020-05-20" --- # Managing Home Healthcare in a New Business Climate Published January 30, 2018 · Updated May 20, 2020 · By Aya Fawzy · 3 min read Healthcare is going through a fundamental transformation, and homecare providers are in the forefront of these powerful changes. As part of its 2018 State of the Industry series, HomeCare took a deep dive into the [changing landscape of home healthcare providers](https://www.homecaremag.com/managing-homecare-new-business-climate). In the article, HomeCare identifies several forces driving the changes in the healthcare landscape: ## Awareness, Respect, and Use of Home Healthcare is Increasing As demographics change, the demand for in-home healthcare continues to grow. In the article, Bill Dombi, president of the National Association for Home Care and Hospice, predicted new healthcare providers will continue to enter the market, and healthcare providers will expand to new parts of the marketplace. “Those participants range from the traditional type to those with disruptive-focused approaches that could revolutionize homecare,” Dombi said. “The transition to a world of health care directed towards the community and away from institutions is accelerating, and it will be a world with nearly endless opportunities and variation.” Researchers from the Yale School of Public Health found the [number of home healthcare providers has increased](https://publichealth.yale.edu/news/article.aspx?id=14714), but coverage is not consistent across geographic areas. As technology improves, healthcare organizations will lean on new tools to meet the needs of more remote patients. ## Healthcare Depends on High-Quality Communication Tools Patients in this new business climate are looking for more transparency from their healthcare providers. Traditionally, healthcare organizations have struggled with legal, technical, and cultural barriers to transparency, but they will need new ways to navigate these challenges if they want to meet patient needs going forward. “Agencies will need to show they are delivering the right personalized services to each patient, particularly as states and MCOs put a greater emphasis on quality versus quantity,” said Scott Schwartz of homecare management software provider HHAeXchange. To meet these needs, leading healthcare providers are rolling out new tools and features to patients. Some organizations are working to [improve transparency in pricing](https://www.modernhealthcare.com/reports/achieving-transparency-in-healthcare/#!/), while others are working to [make their quality performance results more available](https://www.countyhealthrankings.org/take-action-to-improve-health/what-works-for-health/public-reporting-of-health-care-quality-performance) to the public. ## Data and Analytics Will Play a Major Role in the Future of Healthcare Healthcare is one of many industries benefiting from the data analytics revolution. Corina Tracy, executive vice president and chief operating officer for hospice provider Compassus, said she expects predictive analytics to play a bigger role in preparing providers—and patients—for difficult conversations about end-of-life care. “It’s a high-risk and emotional conversation to have, but it’s necessary to ensure patients receive the right care at the right time. Arming clinicians with data, such as predictive analytics, would provide them with something objective to trigger that conversation with the patient,” Tracy said. “Some sort of statistical judgment in prognostication would add a lot of value not only in terms of cost and utilization of the system but most importantly to patients and families by giving them time to understand and meet their life closure matters.” Hospice care is one of several healthcare sectors that will benefit from this increased focus on data. Healthcare providers are finding [many uses for data analytics](https://www.forbes.com/sites/mikemontgomery/2016/10/26/the-future-of-health-care-is-in-data-analytics/#61d905333ee2), including gathering data via Fitbits and Bluetooth sensors, using remote consultation platforms for telemedicine, and faster approvals for billing and payment. ## The Role of Mobile Workforce Management in a New Business Climate Emerging technology gives in-home healthcare providers new, innovative ways to manage care. In order to take full advantage of these new capabilities, providers have to take a closer look at how they schedule and manage caregivers. Improving mobile worker scheduling for home healthcare means: - Replacing inefficient manual processes with automated, intelligent systems - Owning the patient experience from start to finish - Empowering your healthcare professionals to manage their own schedules “Change is as inevitable as the sun rising and setting each day. I have seen many of our MAMES members thrive in these changes, as they have themselves transformed their businesses to take advantage of the changes in our industry, “said Rose Schafhauser, executive director of the Midwest Association for Medical Equipment Services & Supplies (MAMES), in the HomeCare article. [Read the full article](https://www.homecaremag.com/managing-homecare-new-business-climate) to learn more about how the in-home healthcare market is changing, and download the Skedulo ebook to learn [how to make mobile worker scheduling a competitive advantage](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) for your organization. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/managing-multiple-projects-who-is-right-for-the-job/" type: "blogPost" title: "Managing Complex Projects When Everyone (Or No One) Is Right for the Job" author: "Ed Backhouse" date: "2018-05-21" description: "Managing a mobile team with multiple projects and priorities? Understanding your workforce, with the right system, helps you pick the right person." lastmod: "2020-05-20" --- # Managing Complex Projects When Everyone (Or No One) Is Right for the Job Published May 21, 2018 · Updated May 20, 2020 · By Ed Backhouse · 1 min read One of the biggest challenges for managers with teams in the field is figuring out who is right for job. Matching complex, ever-changing customer needs with a diverse group of uniquely qualified mobile workers is an ongoing challenge. “Who is right for the job?” used to mean “Who has the time, the qualifications, the experience, and the equipment to get the job done?” But these days, with all the data and tools at your disposal, you can be so much more precise: the “right person” should be based on your primary business goal, whether that means reducing costs, retaining customers, developing employees, retaining employees, or something else entirely. For businesses with a mobile workforce, schedulers run into three common challenges when finding the right person for the job: - **Everyone is capable of completing the job. **When everyone can do the job, you can make strategic scheduling decisions that serve larger business goals. Decide what to optimize for and implement a scheduling system that works to meet those goals. - **Only a few employees are right for the job. **When only a few employees can do the job, find ways to match uniquely qualified employees to the job as quickly as possible, and consider how you can develop your workforce to address this gap in a sustainable way. - **There is no “right” person for the job. **If you don’t have the right people in-house for a certain job, start gathering data to see how this staffing gap impacts your business. You might need to engage 1099 contractors or temporary workers, and if that’s not an option, be proactive with customers and managers to close the gap. Download [_What to Do When Everyone (Or No One) Is Right for the Job_](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) for more advice about understanding your talent, making technology work for you, and how your scheduling system can help you achieve certain business goals. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/mapping-your-customer-journey/" type: "blogPost" title: "Mapping Your Customer Journey From the Outside In" author: "Ed Backhouse" date: "2019-06-26" description: "Hear from Ed Backhouse, EVP of Customer Experience at Skedulo on how we've reached 50,00 users across 140+ organizations by putting the customer first." lastmod: "2020-12-16" --- # Mapping Your Customer Journey From the Outside In Published June 26, 2019 · Updated December 16, 2020 · By Ed Backhouse · 3 min read Every start-up knows the intense hustle of capturing market share. Getting your brand out there is one thing. But securing customers who’ll stick with your product is a whole different ballgame. At Skedulo, our secret to reaching 50,000 users from 140+ different organizations is based on one philosophy: **customer first**. Customers are the lifeblood of our company, so we make a commitment to treating them wonderfully. But what does that actually look like in practice? In this blog post, we share our story of using customer journey mapping to drive customer satisfaction and accelerate growth at Skedulo. Read on to find out how our customer journey mapping processes have evolved since we first started mapping back in 2017, and what we’ve learned along the way. ## The First Customer Journey Map Customer journey maps are a visual representation of how customers interact with your company. By identifying each touch point between you and the customer, you can assess what the experience is like for your customers as they strive to achieve their goals. When we created Skedulo’s first customer journey map, we wanted to understand what it’s like for organizations to use Skedulo. How do customers engage with our customer success managers? Are their needs being met quickly and effectively? What are our pressure points and where can we do things better? We found that, as Skedulo had grown, our small team of customer success managers (CSMs) had taken on a huge range of functions and roles. They barely had time to take a breath between running projects, implementing customizations, managing accounts and providing tech support. Our CSMs were too stretched to meet the growing needs of Skedulo customers. ## Specialist Roles and Measuring Success To better scale Skedulo’s customer success management function, we decided to introduce specialist roles and teams to share the workload and facilitate a great customer experience at every touch point. We ramped up a tech support team, introduced project managers and educated our customers on who to call for what type of question. We worked with each Skedulo team to agree on objectives and key results so that everyone was aligned on achieving company goals and focusing their effort on where they could add the most value. This gave us a new ability to measure and track our performance around customer experience – a critical precursor for improvement. ## Experiencing Our Customers’ Experience Once we’d tightened our customer engagement processes, we put them to the test. Skedulo’s developers, product owners and salespeople were taken offline and given mock scenarios for using Skedulo software, just as our customers would. This was a powerful way for our engineering, product and sales teams to truly understand our customers’ frustrations. In addition, engineering and product teams came onsite to hear real feedback first-hand from customers. Every part of the Skedulo team now has a direct connection to the customer journey. **Enabling success** We’ve now developed a new customer journey which has clearly defined pillars of success for every interaction point with Skedulo customers. It’s a live document that we’ll keep iterating as we continue to improve our customer experience. Going forward, we’re establishing a new community enablement team and introducing online training to make it easier for our customers and partners to access what they need when they need it. **What we’ve learned along the way** If you’re taking on your own customer journey mapping exercise, here’s a few things we wish we’d known when we started: - **Adoption:** There’s no point creating a customer journey map unless your teams rally around it. Rather than overwhelming your staff with complex diagrams and excessive detail, start small and keep it simple. Validate your approach with real customers and keep a relentless focus on continual improvement of customer experience. - **Partners:** Partners and contractors might be a critical part of your business model, but don’t forget that they can also have a huge impact on customer sentiment, perception and experience. Work closely with your partners and contractors from day one to make sure you’re aligned on your vision, values and expectations for customer experience. **Scalability:** Particularly for fast-growing companies, customer journey mapping is something you’ll need to keep revisiting. When things are moving fast, don’t be afraid to try new things, work iteratively and fail fast. Most importantly – remember to keep listening to customer feedback during this time. - **Effectiveness:** The best customer journey maps are simple, evolve over time, engage every person in the organization and are backed by senior leadership. Customer success management is a core part of our business at Skedulo. If you like what you’ve read, [find out more about who we are and how we work](https://www.skedulo.com/careers/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… --- --- url: "https://www.skedulo.com/blog/master-the-customer-journey-with-mobile-workforce/" type: "blogPost" title: "Mastering the Customer Journey" author: "Matt Fairhurst" date: "2017-12-18" description: "How do you master the customer journey in a 24-7-365 world? Learn more about keeping your customers front and center for your mobile workforce." lastmod: "2020-05-20" --- # Mastering the Customer Journey Published December 18, 2017 · Updated May 20, 2020 · By Matt Fairhurst · 4 min read The most successful B2C businesses focus relentlessly on the customer experience. Whether it’s Amazon, Postmates, Lyft, or the next industry mover, these companies make it easy for customers to access their service and consistently deliver on the promises they’ve made. These companies drive expectations across the board, even in B2B scenarios. They understand customers have plenty of choices, so if you aren’t providing a great customer experience or a must-have product, they will simply go somewhere else. Their work to simplify the customer experience has affected customers’ expectations of ALL the companies they do business with. So in this age of high expectations, how do you make every step of the customer journey a positive experience? For a company with mobile employees, the key is [effective mobile workforce management](https://www.skedulo.com/learn/mwm-best-practices/). When you equip your mobile workforce with the tools they need to do their best work, customer satisfaction comes naturally. ## How the Workforce is Changing In order to meet and exceed customer expectations, you have to understand the state of customer service in general. By 2020, there will be 105 million mobile workers in the U.S., representing nearly 75% of the U.S. workforce. With this in mind, companies are taking a serious look at their mobile work strategy, including processes and technology used to manage mobile employees. As the mobile workforce grows, these tools will be increasingly important to the customer journey. Mobile technology is continually growing and expanding as part of the modern workforce. To keep up with the pace of change, companies have to think holistically about their technology strategy. Providing a consistently great customer experience requires investing time, attention, and money in the technology that supports it. This investment looks different for every product and every industry. For some, it will be heavy investment in features and capabilities. For others, it will be about investing in self-service tools that let customers do things on their own schedule. For companies that have employees providing service in the field, it may be about investing in [better ways to manage the mobile workforce](https://www.skedulo.com/blog/5-secrets-of-a-more-efficient-mobile-workforce-management-platform/). But no matter the industry, these companies are driving toward the same goal: bring a service to customers, on the customers’ terms. ## Managing Your Mobile Workforce (From Multiple Perspectives) As the mobile workforce grows, [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) becomes incredibly important. Employees are the face of your brand out in the field, and how they interact with customers defines your brand reputation. Without strong workforce management tools and processes, you run the risk of missed appointments, unprepared employees, unnecessary repeat visits, siloed data, and other mistakes. (And don’t forget, customers are [twice as likely to share](http://cdn.zendesk.com/resources/whitepapers/Zendesk_WP_Customer_Service_and_Business_Results.pdf) a bad customer experience with people than a good one.) So how do you solve this problem in a way that makes sense for your mobile employees, your back office administrators, _and _your customers? **Look at how the different parts of your business interact with each other and with customers. **Below, you’ll see a breakdown of the customer journey from three different perspectives: the customer, the back office/scheduler, and the mobile employee. Walk through the customer journey to see what each group needs at every stage. | | First Moment of ServiceA request originates from a customer, a mobile worker, or the back office. | | | --- | --- | --- | | Customer: | Back Office/Scheduler: | Mobile Workforce: | | The company will respond to my request quickly and be flexible with me as we set up the right time for service. | I receive the job request, but I need to get some customer details from the CRM (in addition to knowing who’s available for the job). | I am waiting for new assignments that make sense for my route and expertise. | | | Schedule and Assign ServiceThe back office works with the customer and mobile employee to schedule service. | | | Customer: | Back Office/Scheduler: | Mobile Workforce: | | The company will quickly send me accurate information about my appointment in a format that I can access. | I need to find the ideal time to perform this service, taking into account the business needs, the customer’s request, and the availability of qualified workers. | I need to receive detailed information about the job in one convenient place (without calling or emailing multiple times). | | | Real-Time Job ExecutionThe mobile employee is completing the job, the most critical part of the customer journey. | | | Customer: | Back Office/Scheduler: | Mobile Workforce: | | Someone will arrive at the right time with the right equipment to complete the job to my satisfaction. | I will be able to communicate with the mobile worker assigned to the job, request additional resources when needed, and see when the job has started or ended. | Technology should help me do my job every step of the way, not make it more complicated. I should be on time, prepared, and knowledgeable about the job AND the customer. | | | Job CompletionThe job has just been completed, and all that’s left is the follow-up. | | | Customer: | Back Office/Scheduler: | Mobile Workforce: | | The job should be done right the first time, and I shouldn’t have to wait around to fill out paperwork. If I have questions or concerns, I should know exactly who to ask. | I should be able to see when a job is completed and the worker is headed to the next job in the queue (especially since customers are asking me for status updates). | I want to mark “Job Complete” with one click so I can move on to the next job when it’s time. I don’t want to spend time waiting while the customer fills out forms. | | | Billing and Analysis | | | Customer: | Back Office/Scheduler: | Mobile Workforce: | | I want to receive an accurate, timely invoice. | I want paperwork and time sheets in real-time so I can issue invoices and paychecks quickly and accurately. | I want to spend time solving customers’ problems, not clarifying or refiling paperwork. | Now that you’ve seen the thought process and expectations for each group, think about your current processes. - Do your current tools make it easy for schedulers and other administrators to do their jobs? - Do your current tools make it easy for mobile workers to perform service in the field? - Are your customers satisfied with the communication and service they get from you? - Is there a clear solution to an existing service bottleneck? If not, ask yourself where the problem lies. If it’s a problem with your CRM or workforce management system, maybe it’s time to [evaluate some other options](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/). If it’s a problem with a different process, think about how that process fits with your long-term plan to bring value to customers. ## Mastering the Customer Journey for Your Business So what are the best lessons you can take from the customer journey (and the companies that are working to perfect it)? Your business needs to be: - **Responsive. In today’s 24/7/365 business environment, your business must be responsive to both short-term customer needs (i.e. troubleshooting, customer service, upgrades) and long-term customer needs (i.e. demand for new features or related products).** - **Respectful of customers’ time.** Your customers have plenty of options, so give them good reasons to consider you. Put the most valuable information front and center, give customers easy access to the service whenever they need it, and don’t mislead anyone just for the possibility of a purchase. - **Ready to deliver the service you have promised.** This seems simple, but it can be incredibly complicated when you think about everything that goes into fulfilling your promise: being consistent and honest during the sales process, ensuring marketing materials match the capabilities of your service, and continuously upgrading technology to support your commitments. No customer journey is transformed overnight, but focusing on the right things—streamlining the experience for your customers AND your employees—will bring success. For more guidance on mobile workforce management tools, download our ebook: [5 Secrets to Evaluating the Best Mobile Workforce Management Solution.](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/mastering-field-service/" type: "blogPost" title: "3 Stages in Mastering the New Field Service Landscape" author: "Aya Fawzy" date: "2017-08-15" description: "Field service is evolving rapidly, but you can evolve with it and take the lead. Check out the three stages of field service tools you should consider." lastmod: "2020-05-20" --- # 3 Stages in Mastering the New Field Service Landscape Published August 15, 2017 · Updated May 20, 2020 · By Aya Fawzy · 3 min read Field service and mobile technology were born for each other. But, like all couples, sometimes they have to go through a rough patch until their goals are perfectly aligned. Managing technicians in the field used to be a must simpler process in the old world of standard office hours, 40-hour employees, and predictable schedules. Back office organization could be done with the simplest software, a desktop calendar, or even on pen and paper. Those days are well behind us. We live in an accelerating business environment of stiffer competition and higher customer expectations. There are all kinds of multi-variate complexities that go into putting the right person in the right place at the right time. It’s time to get a handle on field service. Below you’ll find insights into which field service management tools your company needs at a bare minimum and what you need as you grow. The three stage of field service tools you should consider are: 1. Basic functionality 1. Advanced solutions 1. Next-generation options ### **Stage 1: Basic Functionality for Effective Field Service Management** First thing is first, it’s time to forget about manual processes. There are basic automation solutions that can easily automate your scheduling and dispatching operations. In a recent survey by Field Technologies, field service companies deployed these common functions: - 67% dispatch/work order assignment software - 77% service/work order management - 16% basic scheduling software - 86% parts/inventory management system By automating the elemental functions at the heart of field service, you will be able to cut back on operating costs, reduce labor commitments, and run a more efficient back office. Customers perceive this standardization as more professional and the companies that provide more consistent, reliable services gain a strong competitive advantage. ### **Stage 2: Advanced Solutions for the New Mobile Workforce** After you have covered the essentials and secured your foothold in the market, the next step is optimization. That’s how you will expand your customer base and grow brand recognition. Top actions that tend to move the needle in terms of profitability include: - Raising the percentage of jobs that can be managed in a day - Reducing time spent on calls by ensuring that technicians have the information they need - Using scheduling optimization platforms to schedule the right worker at the right time by taking into account skill sets, customer histories, estimated travel times, vacation schedules, and sick days to create the best possible schedule - Providing visibility to customers about arrival time and insights into what’s happening in the field Now you can optimize the scheduling process to give your back office more time for productive work. ### **Stage 3: Next-Generation Field Service to Get Ahead of the Competition** Customer expectations are upgrading faster than companies can keep up. The secret of getting ahead is proactive data analysis to identify emerging trends. New tools enable your business to be more flexible to changing market conditions, forecast demand, and equip workers with the information they need to leave customers satisfied. Some of those tools include - Internet of Things (IoT) performance analysis sensors built right into equipment - Wearable computers that send real time video back to the office instantly - Machine learning/AI programs that learn customized best practices for your company These are not far off possibilities. These tools and more are available now and are in use by market leaders. ### **Rolling with the Changes** Things change, people change, but there’s a bright future for your relationship with the new mobile workforce. Nail down the basics, optimize to grow, and then use data to see what’s coming next. Field service is evolving rapidly, but you can evolve with it and take the lead in this new world. Download our latest ebook from our partners at Field Technologies and get all the details on **[How to Master the Field Service Evolution](https://www.skedulo.com/resources/how-to-master-field-service-evolution/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/maximizing-volunteer-support-when-disaster-strikes/" type: "blogPost" title: "Maximizing volunteer support when disaster strikes" author: "Chelsea Basilotta" date: "2021-03-25" description: "When natural disasters strike, you need a scheduling solution that will help you effectively allocate volunteers and track precious resources." lastmod: "2021-03-25" --- # Maximizing volunteer support when disaster strikes Published March 25, 2021 · By Chelsea Basilotta · 3 min read ![disasterrelief](https://assets.skedulo.com/assets/2021/03/DisasterRelief_Mar21_blog-header_1050x557@2x.jpg) Earth’s natural and unpredictable climate presents serious challenges for global communities, as wild weather threatens lives, homes, schools, workplaces, and infrastructure. From severe snow blizzards to devastating bushfires, natural disasters are an uncertain risk for community leaders and one that is difficult to plan for. We saw this unfold recently in Texas, when sub-zero temperatures wreaked havoc on the state and left homes and hospitals without power or water. What is certain though is that in the wake of a disaster, the more hands on deck to help out, the faster the recovery. Volunteering plays an important role in this – be it through delivering food or clothing donations, assisting at a community centre, cleaning up, or re-building. Fortunately, difficult times often do bring out the best in communities and we see large numbers of people who are very keen to offer their support. However, volunteer efforts can be severely hindered by a lack of technology to efficiently manage registrations and the allocation of volunteers for appropriate activities. ### Skedulo to the rescue With Skedulo already working with states in multiple countries on [COVID-19 vaccine scheduling](https://www.skedulo.com/blog/california-selects-skedulos-high-capacity-scheduling-for-covid-19-vaccine-administration/), community leaders have begun considering the vast benefits of scheduling to address other potential challenges. One of these challenges is disaster relief initiatives, where Skedulo enables careful planning and management of volunteer involvement en masse. Some of the benefits of using Skedulo to assist with scheduling volunteers include: - Ability to attract more volunteers with simple sign ups - Allocation of tasks to people with appropriate skills or qualifications - Effective utilization of volunteers based on availability - Elimination of risks such as overcrowding at certain sites For example, imagine a tornado destroys homes and buildings in multiple communities within a state. After surveying the damage, hundreds of locals who were unaffected wish to help out their friends and neighbours. However they have no idea how to help, who they should talk to, and where their time would be best spent to make the biggest impact. Organizations can direct aspiring volunteers to a website where they would use Skedulo to sign up for shifts where volunteers are most needed – such as supporting the now-homeless at the local community centre, sorting donations, or clearing wreckage. To get involved, volunteers simply: 1. Visit the website to see available shifts and locations 1. Enter their contact information 1. Select shifts that match their requirements and skills 1. Receive a text message or email confirmation with all the necessary information 1. If needed, return to the website to cancel or reschedule their shift using their confirmation code A key advantage of Skedulo’s solution is that volunteers can lend a hand regardless of whether they wish to help out once, or as much as they can. Importantly, Skedulo can also assist with tracking resources and supplies. For example, you can input a total number of supply kits into the system and Skedulo will automatically deduct resources as they are used so you always know what you have on hand. ### Thinking ahead with volunteer scheduling While the world remains focused on a public health crisis, natural disasters are a fact of life that will continue regardless of whatever else is happening in our communities. Thinking ahead to the proper planning and management of disaster relief initiatives, such as managing mass volunteer sign ups, is one way to reduce the long term impact these disasters have on residents and communities as a whole. Be it hurricanes, tornadoes, earthquakes or bushfires, Skedulo is proud to offer a valuable tool for harnessing community spirit and generosity at a time when people need it most. **To learn more about how Skedulo can assist with volunteer sign ups in the event of a disaster, contact us to [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/may-the-best-hack-win/" type: "blogPost" title: "May the Best Hack Win!" author: "Russell Adcock" date: "2019-07-25" description: "Skedulo's product development team hosted its third annual hackathon. Read the blog to see what clever hacks were demoed this year." lastmod: "2020-12-16" --- # May the Best Hack Win! Published July 25, 2019 · Updated December 16, 2020 · By Russell Adcock · 5 min read Every 6 months, the Brisbane and Vietnam Product Development Teams come together to participate in a 3-day Hackathon in Skedulo’s Brisbane office. This bi-annual event is fast becoming a beloved tradition. The office was buzzing with energy and excitement as the teams gathered for the third time to present their best hacks at this year's Hackathon. This year we polled the broader company, not just the product development team, for ideas and features that the go-to-market team would like to see come alive. We were so thrilled by the enthusiasm and creativity from the broader team -- more than 50 different ideas from across the company were submitted! Sadly this was only a 3-day event, so we couldn’t bring all of these ideas to fruition, but the team was able to take 22 of them to a state where they could be demoed and judged. Our engineers were excited and motivated to work on these ideas. Over the course of the Hackathon we gave them the option to work in teams or as individuals, giving them a break from their normal duties, meetings, and day to day responsibilities. We brought in yummy catered lunches and dinners to keep their spirits high and fuel their bodies and minds, so they could put all their energy into bringing these hacks to life. The judging committee is fairly laid back, comprising of Jonathan Hodge, COO at Skedulo and Jen Elkow, Director of Product Management at Skedulo, and of course, me - the Director of Engineering. As the judging process began, we did our best to maintain impartial for each of the hacks, but I will neither confirm nor deny that bribes were accepted by the judges at this year's Hackathon. A total of 6 awards were given out at the end of the Hackathon, but there was so much that we wanted to recognize so we created award categories on the fly. Actually, the number of awards was really based on how many trophies were purchased for the event. ## Best Hack and Awards As the event is fairly laid back and fun, we like to keep the trophies and awards that we give out in a similar fashion. Each year, the Hackathon winners receive a themed trophy (the more random and dodgier the better). For example, the first Hackathon winners received a fishing themed trophy. The winners of the second year’s Hackathon received a basketball-themed trophy. And this year’s winners received martial arts themed trophies! In no particular order, below are the various awards that we gave out at this year’s Hackathon! - **The Hacky McHacky Award **- “Marv and Jenk the Screaming Bot Men” by Josh Hassum. A little background history on this hack and why it was so popular. The team has a Slack bot called Marvin that performs a number of automated jobs for us. This year, Josh had the brilliant idea of bringing Marvin into the real world, check out the short video below to watch Marvin in action. When he finished a job successfully his eyes would light up green, when a job failed his eyes would light up red, and he would mutter random comments under his breath. ** Check out the photo below ** - **Scheduler's Best Friend** - “Reschedule Job” by Zoe Stewart - This hack enables a Scheduler to re-schedule an entire day worth of jobs easily, which can be especially helpful if a job runs overtime and the whole day’s schedule needs to be adjusted. - **Shipped It** - “App Preferences for Time Formats and Distance Units” by Drew Taylor - This hack allows users to make modifications to time formats and distance units and stores their app preferences in the server. This was the most mature hack presented during the Hackathon as Drew raised a pull request during his demonstration. - **Best Apple Watch App is Best **- “Apple Watch App & Rich notifications” by Matthew Robbins & Clinton Rocksmith. Skedulo gets into wearables by creating the ability to accept or decline jobs and offers without having to open the mobile app. You can update a job status on the Apple Watch too! - **Resource’s Best Friend** - “Work Swap” by Gustavo Oliveira, Karina Appleby, Ned Mules & Leila Watson. This gives resources the ability to swap shifts or jobs without needing a scheduler. Just like our [Work Offers feature](https://www.skedulo.com/blog/skedulo-introduces-work-offers/), we’re always looking for ways to empower and engage mobile workers! - **Oldest Feature Request **- “Custom Form Builder” by Hung Le, Son Dieu & Huong Diep. This feature has been one that we've been discussing since 2015, back when Skedulo was still in a garage in West End in Brisbane. This hack enables non-developers to build simple custom forms via a user interface. Sometimes good things take time! ## Next Steps: Putting the Hacks into Action This was the best Hackathon ever, but I also say that about each Hackathon. The team always continues to improve and innovate while delivering incredible new hacks and features. In the past, the Hackathon has been a time of team bonding and innovation, but admittedly we haven’t been the best in terms of shipping hacks to production. Our goal this year is to change that! This year, the team set an audacious goal to ship at least 5 of the 22 hacks that were demoed and bring them to production quality. And we want to do this while doing all of the other work that we’ve committed to shipping! So far, we are off to a great start! We have already shipped our first hack called 'Server Metrics' into production. This change introduces more in-depth metrics on how our backend services are performing and pushes the information into an open-source dashboarding tool. Before, we’ve used a proprietary tool to do this for us, but this tool has come at a significant cost per month. With this new hack now in production, we are no longer reliant on an outside tool and can begin using our new hack while also saving money for the company. As we look forward to the next Hackathon, we've sent out a survey to all those who participated to get feedback on what worked well and what can be improved. We are excited for the next Hackathon event that is sure to be bigger and better than this past one, and for a new set of dodgy trophies to award! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/medicare-2020-pdgm-changes-effect-on-healthcare-staffing/" type: "blogPost" title: "Medicare’s 2020 PDGM Changes: The Effect on Healthcare Staffing" author: "Bartek Woroniecki" date: "2020-04-23" description: "The Patient-Driven Groupings Model (PDGM) affects home health staffing, billing, and reimbursement. Here's how mobile workforce management helps." lastmod: "2020-04-23" --- # Medicare’s 2020 PDGM Changes: The Effect on Healthcare Staffing Published April 23, 2020 · By Bartek Woroniecki · 5 min read As of January 1, 2020, new changes for the [Patient-Driven Groupings Model (PDGM)](https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/HomeHealthPPS/Downloads/Overview-of-the-Patient-Driven-Groupings-Model.pdf) went into effect. The changes focus on how Medicare-certified home health agencies (HHAs) are reimbursed for care, significantly affecting staffing and presenting operational challenges that must be handled carefully to avoid revenue loss. Let’s look at what’s changed under PDGM, and how a mobile workforce management platform can make meeting the new requirements easier on staff and better for your agency’s bottom line. ## What the 2020 Medicare PDGM Changes Mean for Staffing Prior to 2020, home health agencies received compensation for services, such as skilled nursing visits, based on the number of therapy visits provided—the more visits, the higher the payment rates. [Post the 2020 PDGM](https://homehealthcarenews.com/2019/09/therapy-survival-tips-for-pdgm/) changes, HHAs’ reimbursement [focus has shifted](https://homehealthcarenews.com/2020/01/early-errors-and-therapy-turmoil-home-health-insiders-weigh-in-on-pdgms-arrival/) from volume-based payments to value-based care, diagnosis, and related comorbidities. In light of PDGM changes, many HHAs have cut physical, occupational, and speech therapy services. It has translated into [therapy staff layoffs](https://khn.org/news/why-home-health-care-is-suddenly-harder-to-come-by-for-medicare-patients/) under the premise that providers are closely monitoring the number of therapy visits provided. This is because reimbursement is bundled into one payment and the cost of providing these skilled services is high. Even patients who are severely ill may see their services cut back. To compensate for the decreased staff, some HHAs, such as Visiting Nurse Service of New York, are increasing the use of [remote patient monitoring](https://www.skedulo.com/blog/benefit-rpm-reduced-healthcare-costs/). With decreased staff, more frequent and critical billing periods, and other changes with PDGM, HHAs are struggling to remain profitable and keep up with patient load. That’s where a mobile workforce management platform can step in. ## How Mobile Workforce Management Can Help Mobile workforce management in home healthcare can help providers manage these changes more effectively in several ways: ### Accurate intake and faster referrals With the PDGM changes, reimbursement depends on various factors, including billing accurately and within critical time periods during episodes of care. Errors and omissions may delay care, as well as result in missing a 30-day billing period, which means the HHA is not reimbursed. A [mobile workforce management solution](https://www.skedulo.com/blog/why-the-healthcare-industry-needs-skedulo/) helps facilitate accurate intake and faster referrals. With one source of truth for [patient data management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), healthcare providers can get faster referrals, match a provider’s skill set to a patient, easily manage staff schedules in real-time, and significantly reduce providers’ time on admin paperwork. Patients can start services sooner, and HHAs can assign the appropriate resources at Start of Care—both are key to beginning the billing period, which is in the HHA’s best interest. ### On-time payment periods PDGM keeps the [60-day episode of care](https://www.nursingcenter.com/journalarticle?Article_ID=4933548&Journal_ID=2695880&Issue_ID=4933145) and OASIS requirements. However, billing now is split into two, 30-day increments, which means missing a billing period means the HHA absorbs the cost rather than receives reimbursement. To facilitate managing the increased—and more frequent billing periods—a powerful mobile workforce management tool reminds workers when assessments are due. It also alerts staff when appropriate requirements have been met—a key differentiator that helps the agency optimize revenue. As a single system of record, a mobile workforce management platform serves as a source of truth and helps agencies stay in control of the billing cycle while optimizing efficiencies for caregivers. ### Real-time visit documentation Medicare reimbursement depends on punctual documentation of patient visits. However, bogging down caregivers with this process can lead to missing and incomplete data. This creates lags in the billing cycle that can result in revenue loss. With a mobile workforce management tool, a single, integrated view allows caregivers to [capture documentation](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) in the moment—from arrival and departure times to services rendered to patient visit notes and more. Staff can simply upload the information onsite through their mobile device and upload to the patient record. This saves time and reduces errors for providers and admin staff. **Providers, nurses and caregivers** ### Seamless orders management Under the 2020 PDGM changes, all orders and care plans from the healthcare provider must be completed and signed before submitting the final claim for each billing period. In reality, this could be cumbersome, as a patient’s health status and, therefore, a healthcare provider’s orders can quickly change. Further, updating and verifying changes can mean playing email and phone tag to get them done. This works against the HHA’s goal to provide timely care. To help HHAs manage the process efficiently, a mobile workforce management platform securely captures care plan notes and physician orders. Just as importantly, it [keeps staff up to date](https://www.skedulo.com/blog/the-future-of-home-healthcare/) through seamlessly tracking care plan changes and obtaining healthcare providers’ orders in real-time. ### Supply cost billing efficiency The new PDGM requirements state that supply costs must be reported every 30 days with each final claim submitted. Manually tracking which supplies and equipment were used for which patients and when is time consuming and leaves room for error. A mobile workforce management tool [streamlines the process](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/) so that providers can quickly document onsite what supplies were used during patient visits. This allows HHAs to have more accurate and efficient supply cost billing, cutting out some of the manual labor and admin work typically involved. ### Scheduling for LUPA thresholds Prior to the 2020 PDGM changes, a Low Utilization Payment Adjustment (LUPA) had a threshold of five visits for a 60-day episode. If a patient received five visits within that time frame, the HHA received a full 60-day episodic payment. But, if there were fewer than five visits, the HHA only was paid per visit. Under the PDGM changes, an [HHA receives per visit payments](https://healthcareprovidersolutions.com/pdgm-preparation/), based on the volume of visits within a 30-day payment period. The number of visits depends on the 432 patient groupings—each has its own LUPA level that ranges from two to six visits for each 30-day payment period. Hence, a missed visit in a 30-day period could mean the HHA losing thousands of dollars per episode. A mobile workforce management platform helps ensure that LUPA thresholds and the right provider and services are identified—and services are started sooner—in each episode of care, as well as the correct number of visits are applied and fulfilled for each episode of care. Also, a mobile workforce management platform makes it easier to track resource utilization and patient visits, as well as bill, more quickly and efficiently. ### Comorbidity adjustment scheduling A secondary diagnosis can impact reimbursement by adding a comorbidity adjustment to a HHRG score. To accurately indicate the condition of the patient, several diagnosis codes can be reported on each claim. A mobile workforce management tool promotes proper scheduling and documentation, which is critical to providing the necessary clinical resources for a care episode. This helps HAAs ensure that the appropriate resource is matched to the right patient based on the care that they need. Furthermore, any comorbidity adjustment can add an additional 15% payment to an episode of care. ## Easily Adapt to the PDGM Changes The 2020 PDGM changes affect how and when HHAs are reimbursed for care. It no longer allows reimbursement based on the volume of therapy visits, but rather on claims data, diagnosis codes, OASIS, and comorbidity adjustments. Furthermore, billing must occur over two, 30-day periods, which significantly affects staffing and presents operational challenges that must be handled with great operational oversight and care for the patient. From accurate intake and faster referrals to on-time billing periods to real-time visit documentation and more, a robust mobile workforce management platform helps your HHA navigate the PDGM changes and thrive. Find out how Skedulo can impact your home health organization. [Book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/mobile-device-management-for-deskless-workers/" type: "blogPost" title: "How Mobile Device Management Helps a Growing Mobile Workforce" author: "Craig Panigiris" date: "2021-07-20" description: "Want to empower deskless workers to do their best work in the field? Learn how mobile device management can streamline operations and improve device security." lastmod: "2021-10-07" --- # How Mobile Device Management Helps a Growing Mobile Workforce Published July 20, 2021 · Updated October 7, 2021 · By Craig Panigiris · 10 min read ![MDM](https://assets.skedulo.com/assets/2021/07/MobileDeviceManagement_blog-header_1050x557@2x.jpg) Deskless workers are the face of so many companies around the world: home healthcare nurses and therapists visit clients in their homes or care facilities, skilled workers make on-site repairs to HVAC or security systems, and mobile sales representatives visit prospects in offices, retail stores, and wherever else business happens. Regardless of the industry, mobile workers are the bridge between the company’s services and the customers who purchase them. This share of the workforce is huge—approximately [2.7 billion](http://desklessworkforce2018.com/) workers, or 80% of the global workforce—and it continues to grow. Deskless work requires specific technological support that is unique from traditional in-office work, such as remote access to customer data and real-time communication tools. But when deploying tools to deskless workers, leaders and IT departments have to figure out how to secure company data, ensure appropriate use of devices, and provision access to the right workers at the right time without sacrificing field workers’ efficiency and autonomy.  That’s why more employers are relying on mobile device management (MDM) software—not only to monitor and secure their valuable data, but also to improve productivity among the deskless workforce. ## What Is Mobile Device Management (MDM)? Mobile device management (MDM) is the process of safeguarding corporate data by managing, monitoring, and securing the devices used to access it, including laptops, smartphones, and tablets. MDM solutions allow IT departments to remotely enforce security policies on work devices and wipe data clean if the device is lost or stolen. MDM also allows employers to store important information about each corporate device and choose what apps employees can download onto them.  Employers can also use MDM software to ensure that employees’ personal mobile devices adhere to the organization’s security standards when used to access company data. **See Skedulo in action** ### The Difference Between MDM and Enterprise Mobility Management (EMM) With the increasing adoption of mobile devices in the remote workspace, MDM solutions have evolved to become a component of a broader concept: [enterprise mobility management (EMM)](https://www.skedulo.com/blog/what-is-enterprise-mobility-management/). EMM refers to the collection of technologies, tools, and processes that enable companies and IT departments to more efficiently manage mobile devices and secure corporate data, whether that data is accessed via a company device or an employee’s personal device. MDM involves managing the entire mobile device through its lifecycle in an organization, which is the basic foundation of EMM. However, in order to increase the security of corporate data, EMM combines the capabilities of MDM with the following three elements: 1. **Mobile application management (MAM) **involves the installation and uninstallation, updating, and configuring of company apps on mobile devices, whether employee-owned or company-owned. 1. **Mobile content management (MCM)** ensures that documents and media are securely shared with employees through authorized apps and devices. 1. **Mobile identity management (MIM) **allows for the allocation of proper permission levels in order to access corporate data. It also manages access control and sign-on capabilities such as multifactor identification. The primary difference is that MDM is focused on managing and securing the device itself, whereas EMM is all-encompassing. EMM includes the _information_ and _data sources_ that the device is being used to access and the ways the device interacts with those sources. In that sense, it is broader than managing, configuring, and securing the devices themselves—the main objectives of an MDM strategy. ## How Mobile Device Management Software Works MDM software solutions work by remotely delivering updates, apps, policies, and configurations to mobile devices.  In order for MDM to be effective, it needs two components: a server component and a client component. - The **server component** typically involves a management console that IT administrators use to remotely configure and issue policies sent to mobile devices. This may involve creating an enterprise permission scheme, which includes role-specific profiles for the access and workflows used by a field worker vs. a scheduler vs. a manager. - The **client component** receives the policies issued from the server component and implements them onto mobile devices. From this point, certain activities or apps may be restricted based on the policies set by the organization. Unlike traditional MDM software, modern MDM solutions are able to automatically detect when a new device is connected to the corporate network. It can remotely lock or wipe clean devices and apply policies and commands without the need to use SIM cards or client-initiated updates. This is especially important now that [nearly two-thirds of employees (64%)](https://clutch.co/it-services/resources/how-employees-engage-company-cybersecurity-policies) use a company-approved device for work, but less than half (40%) have oversight or restrictions on the use of their personal device.  For all of the elements above to work together, the IT department and company leadership must set clear policies and expectations for workers: what they can and can’t do on their company devices, or on their personal devices when using them for work purposes.  This requires balancing organizational concerns with the day-to-day needs and preference of workers. A data breach, for instance, could put not only customers’ personal information at risk, but also put an organization out of business. But at the same time, a complicated, multi-step process for accessing basic information may result in workers not adopting the tool or using unsecured “shortcuts” to get things done. Companies must maintain data security and integrity without compromising the service that deskless workers are there to provide. ### The Advantages and Disadvantages of Bring Your Own Device (BYOD) A strong [Bring Your Own Device (BYOD) policy](https://www.thebalancecareers.com/bring-your-own-device-byod-job-policy-4139870) relies on MDM, as it addresses any security gaps that arise when an employee uses their own mobile device to access corporate data, whether working on-site or out in the field. There are advantages and disadvantages of allowing employees to use their own devices, however, and employers who are aware of the risks will be in a better position to protect their data. #### **Advantages of BYOD** There are a variety of reasons why BYOD is embraced by both employers and employees. For example: - **Cost savings: **When employees purchase their own devices, it saves employers on equipment costs and [frees up IT bandwidth](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it/), as they’re not tasked with maintaining personal equipment. - **Employee satisfaction: **BYOD lets workers use the device and operating system they are most comfortable with, which leads to more productive, happier employees. - **Convenience: **The fact that employees can use one preferred device omits the requirement to carry two devices: one for personal use and the other for business purposes. #### **Disadvantages of BYOD** While the advantages of BYOD are strong, there are also disadvantages that are important for employers and their employees to be aware of: - **Security threats: **Workers’ mobile devices may not have sufficient protection against security threats such as viruses, malware, and ransomware. - **Strain on IT resources: **IT departments are put in a position where they need to trust employees’ data protection habits 24/7, including when they click on suspicious links, change their passwords irregularly, or access unsecured Wi-Fi networks. - **Privacy: **The co-mingling of business and personal data on one device means that employers may inadvertently have access to the sensitive personal data of their employees. When it comes to making decisions on BYOD policies and MDM as a whole, it’s important for employers to consider the day-to-day work requirements and security needs of their entire blended workforce: deskless workers, in-office workers, full-time employees, contractors, and so on. A smart approach to MDM can empower employees to [do their jobs more efficiently](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) and boost employee engagement while eliminating the cost and time associated with maintaining and upgrading equipment. ## Why MDM Is Important for a Mobile Workforce Mobile device management is critical for companies with a deskless workforce. It allows easy access to company data and deskless productivity tools on the go, and it allows managers and IT staff to monitor and provision access appropriately.  **Employers** with a solid strategy for mobile device management experience several important benefits: - **Remote management **- Managers can remotely control mobile devices and user accounts for advanced troubleshooting and issue resolution from anywhere. - **Improved security against data leaks** - MDM software uses best practices for encryption, querying databases, cloud-based document storage, and automatic deletion policies (of time-bound documents and temporary storage queues created by apps). - **Improved and simplified compliance** - MDM software requires the creation of clear rules and systems for managing company data. This makes it easier for companies to stay in compliance with personal data regulations, like those set by the General Data Protection Regulation in the European Union and the Health Insurance Portability and Accountability Act (HIPAA) in the United States. - **Streamline standards and processes** - MDM software allows companies to set consistent IT standards and processes, such as password usage, VPN usage, single-sign-on (SSO), regular software updates, and multifactor authentication. - **Convenient deployment** - Employers can deploy updates via MDM software from anywhere, whether on-site or remotely, using cloud environments. They can also be deployed to and configured on any smartphone, laptop, or tablet, as they’re compatible with all operating systems. - **Easy integration** - MDM works with other applications, like mobile workforce management software, field service software, EHR, enterprise resource planning (ERP), and more. MDM software also allows companies to monitor and secure access to other important tools in the tech stack. - **Better communication from the top down** - By enabling a mobile-friendly workforce, leaders can get their messages across more easily, providing more transparency and breaking down communication silos. **Workers** also benefit from mobile device management in important ways: - **Accessibility **- Employees can upload data from anywhere without the risk of data being compromised or temporarily stored in insecure systems. This is especially useful for home healthcare workers, as they can upload notes and patient details into the same [electronic health record (EHR)](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) system. - **Time savings **- MDM software is integrated with other applications to optimize efficiency and ease of use, giving employees the ability to spend more time on their jobs—and with customers—and less time on administrative tasks. - **Consistent branding** - Employers need to ensure their deskless workers are comfortable with the tools they use in front of customers, while also presenting a consistent brand message. MDM software makes this responsibility easier for employees, whether they’re putting information into company-branded apps or sending messages from company email addresses. ## How Workforce Management and MDM Complement Each Other A company with a deskless workforce will often use [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) or [field service management](https://www.skedulo.com/learn/field-service-overview/) software to schedule services, dispatch workers, assign work orders, manage inventory, collect data from the field, communicate with workers on the job, and analyze workforce data. A great MDM solution complements workforce management software in ways that can save businesses time, money, and frustration: - **Better visibility** - Real-time status updates and seamless integration into other software programs gives companies a [clear view](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) of the day-to-day operations. This allows managers to plan for capacity, resolve incidents, and easily reach deskless workers wherever they are. - **Increased productivity** - Field workers often choose their jobs because of a specific skill they can offer to customers and patients. Mobile workforce software gives these skilled workers the background info, customer history, and real-time communication tools they need to do their jobs well, and a MDM solution ensures that all of those features are securely accessible from the worker’s mobile device. - **A better customer experience **- Workforce management tools allow workers to proactively provide updates on their ETA or next steps; MDM ensures this information is stored and shared securely on a tool that the worker already has access to. When these tools combine, workers can get real-time travel routing, messages from colleagues, up-to-the-minute patient histories, and updated schedules in one easy-to-use device. Although MDM is a vital component of workforce management, not all MDM solutions offer the same ROI. Look for certain features as you evaluate MDM software to ensure you get maximum benefits from your mobile workforce [tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/): - **Remote access to company databases**, such as secure access to the customer relationship management (CRM) system, so field workers can ensure they’re prepared for each appointment. - **Remote troubleshooting capabilities**, so IT staff can resolve any technical issues remotely, without the field worker having to return to the office. - **Secure sign-on** capabilities from anywhere, so mobile workers can access key data even when they’re not connected to reliable Wi-Fi. - **Real-time GPS** location data, so dispatch can more easily and efficiently get workers where they need to be, when they need to be there. ## Optimize MDM with the Right Mobile Workforce Management Solution Mobile device management is an essential part of managing the remote workforce, the devices they use while out in the field, and the data accessed on those devices. Skedulo’s Deskless Productivity Cloud complements an organization’s MDM efforts, allowing workers easier access to secure systems from devices they already use. The result is a more empowered deskless workforce, as well as managers who can more efficiently schedule, manage, engage, and analyze their workforce. Check out our [mobile workforce management buyer’s guide](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) to learn more about how the right workforce management solution can increase employee engagement, customer satisfaction, and data security. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/" type: "blogPost" title: "Why Mobile EHR Needs Mobile Workforce Management" author: "Stanley Tollett" date: "2025-01-05" description: "Mobile EHR improves medical care and operations, but without mobile workforce management, it isn't enough to support mobile and distributed care teams." lastmod: "2025-01-05" --- # Why Mobile EHR Needs Mobile Workforce Management Published January 5, 2025 · By Stanley Tollett · 9 min read Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient health information, it doesn’t support the continuity of care across different care settings and providers, nor day-to-day administrative operations like scheduling, billing, and revenue cycle management. Whether it’s a doctor moving from room to room in a hospital, an on-call provider receiving an after-hours page, or a home health worker traveling from one patient to another, healthcare professionals need to access patient information from where they are. As inpatient, outpatient, mobile, and virtual healthcare become more collaborative, it’s vital to have mobile-first systems that bridge these settings to provide an optimal patient experience. Mobile workforce management (MWM) technology extends what mobile EHR can do: it streamlines administrative tasks, coordinates care team schedules, simplifies communication, and enables mobile-friendly workflows and forms. ## What is mobile EHR? Mobile EHR applications give healthcare teams secure access to patient data from mobile devices like tablets or smartphones. In addition to organizing traditional medical chart data such as medical history, lab test results, and prescriptions, mobile EHR apps centralize communications among care teams, providers, and patients. Many EHRs also include (or integrate with) [a clinical decision support system (CDSS)](https://www.techtarget.com/searchhealthit/definition/clinical-decision-support-system-CDSS), which offers valuable guidelines and reminders for clinical decision-making. Mobile EHR access is designed to ensure the privacy and security of [protected health information](https://slchc.edu/uncategorized/blogs/what-is-hipaa-and-how-does-it-impact-electronic-health-records/) in accordance with regulations like the Health Insurance Portability and Accountability Act (HIPAA). When patient data and clinical support systems are available on the go, providers can deliver more effective, timely, and coordinated care. This improves the quality and consistency of care across inpatient, outpatient, home healthcare, and telehealth care settings. ## What are the benefits of mobile EHR? As the digital transformation of healthcare continues, mobile EHR is essential to patient experience and provider efficiency across the complete [continuum of care](https://www.skedulo.com/blog/mobile-workforce-management-in-the-continuum-of-care/). Key benefits of mobile EHR include: - **Improved care coordination** - Centralizing patient communication in one platform improves continuity of care, ensuring smoother transitions between care settings and providing mobile healthcare workers access to the most current patient data. - **Timely, transparent information** - Care plans are readily accessible to patients and provider teams, with timely documentation that syncs to EHR across the continuum of care, regardless of physical location of patients and providers or their access to internet connectivity. - **Consistent clinical documentation** - Charting, imaging, lab results, correspondence, care plans, and medication management are digitized, synced in real-time, and accessible from one virtual location. - **Improved medication management** - Centralized documentation and real-time care plan updates prevent dangerous medication management errors that [can occur](https://www.news-medical.net/news/20190226/Study-shows-major-gaps-in-communication-between-hospital-and-home-health-care-clinicians.aspx) when patients transition between care settings. Mobile EHR provides critical transparency to new providers as they enter the continuum of care: they can view medical history, discharge orders, and past treatment plans. - **Robust data analytics and reporting** - Data gathered from individual patients through wearable devices or remote patient monitoring (RPM) is continuously collated in mobile EHR apps, enabling more timely clinical recommendations. Aggregate patient data can also be organized, anonymized, and studied to inform strategic [operations management](https://www.skedulo.com/blog/operations-management-in-healthcare/). - **Improved patient engagement** - Patient portals help individuals take a more active role in their care by providing easy access to their own health records. They can [schedule in-person and telemedicine appointments](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/), view provider-recommended resources, and communicate with their care teams right from the mobile app. - **Optimal administrative performance** - Mobile EHR populates provider schedules with accurate patient data, documents insurance coverage, consolidates medical history for accurate charge capture, and documents the completion of appointments and procedures in order to trigger billing tasks, improving [revenue cycle management](https://www.skedulo.com/blog/improving-healthcare-revenue-cycle/). Mobile EHR is essential to providing a higher quality of care while preserving revenue—but without the integration of mobile workforce management (MWM), its [full range of benefits](https://www.skedulo.com/learn/future-healthcare/) can’t be realized. MWM makes EHR data more accessible and actionable for healthcare providers in the field. It supports more accurate, real-time decision making and resource allocation, which provides a better patient experience and greater operational success than a mobile EHR alone. ## Common challenges of mobile EHR and how mobile workforce management can help Mobile EHR optimizes provider access to electronic medical records, but it can’t account for the full range of modern healthcare operations. Consider how different staff roles interact with a mobile EHR. The system contains information about everything from patient history to lab results to upcoming appointments—but a triage nurse isn’t going to schedule a follow-up outpatient appointment, and a surgeon isn’t going to process insurance information for billing. An effective mobile EHR benefits all providers and staff, but it doesn’t have the infrastructure to manage the full range of operational tasks, many of which are siloed, asynchronous, or specialized. That’s where [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) (MWM) technology comes in: designed for coordinating cross-functional efforts, built for mobile workers, and using intelligent automation, it is the missing link between the [medical data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) contained in mobile EHR and the range of tasks that data informs. MWM software makes this possible by resolving some of mobile EHR’s most common challenges, including: #### 1. Duplicative, disparate information Multiple care settings may result in the creation of multiple electronic health records for a single patient, meaning the medical histories associated with these various settings may be inaccurate or incomplete. This requires healthcare workers to spend time to rectify disparate and sometimes conflicting sources of data into a single workflow, a frustrating inefficiency that poses risks to care delivery. **How mobile workforce management helps:** By leveraging [interoperability](https://homehealthcarenews.com/2024/01/home-health-providers-have-been-left-on-the-outside-looking-in-with-interoperability/) (linking platforms that are already compatible) and integration (leveraging APIs to translate data across incompatible platforms), MWM unifies previously disparate EHR information to a single source of truth. It also makes that data transparent and accessible to a range of care providers regardless of their location, ensuring their efforts complement rather than contradict one another. #### 2. Lack of collaborative workflows Mobile EHRs can’t account for every possible configuration of care, which makes it difficult to create end-to-end workflows for mobile and distributed care settings, such as home healthcare. In these settings, where a patient’s team of providers are less likely to interact with each other face-to-face, EHRs lack a shared workspace for providers to coordinate. This risks gaps and lags in care delivery as different stakeholders address separate aspects of the patient’s care plan. **How mobile workforce management helps:** With its user-friendly communication tools, patients and providers can have meaningful dialogue. MWM provides a secure, centralized setting to document requests for help, second opinions, or follow-ups. It also facilitates creating custom forms and personalized workflows that meet the unique needs of home health and mobile health teams. #### 3. Mobile accessible, but not mobile-first Though it’s built to be accessible from a smartphone or tablet, mobile EHR is still an electronic reproduction of a paper process, which means it often lacks a mobile-first UI. Working with mobile EHR can be clunky, particularly since EHR wasn’t originally designed with smartphones and tablets in mind. And with its basis in traditional charting, EHR doesn’t consider the unique concerns of mobile healthcare, like travel times, location tracking, or secure connectivity. **How mobile workforce management helps:** Optimized for the experiences of working from a mobile device as well as mobile healthcare delivery, MWM software accounts for many unique worker needs that mobile EHR doesn’t. Its UI is streamlined to enable easy adoption by healthcare workers outside of clinical settings, and it includes [dispatching and route optimization](https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/) that help schedulers and providers deliver efficient, timely care in the field. It also includes real-time tracking to ensure worker and patient safety, keep both parties updated about changes, and proactively adjust schedules when appointments run long. #### 4. EHR wasn’t built for healthcare operations management Because electronic medical records were designed to bring clinical documentation into regulatory compliance, they aren’t often interoperable with the administrative platforms that drive healthcare operations management—nor do they afford much visibility for performance analysis or process optimization. **How mobile workforce management helps:** MWM software APIs integrate with mobile EHR apps, aggregating siloed data to improve several key [healthcare operations](https://www.skedulo.com/blog/ai-healthcare-operations-management/), including scheduling providers and equipment, dispatching mobile workers effectively, centralizing communications, reducing manual administrative processes that eat up clinical time, documenting insurance and billing, and even informing staff retention and recruitment. With the ability to run data analysis on workforce KPIs (e.g. utilization of home healthcare workers), MWM drives [strategic improvements](https://pmc.ncbi.nlm.nih.gov/articles/PMC8695057/) that deliver better patient experiences and a higher quality of care. EHR is the system of record for a patient’s health history, care plan, and test results. But MWM enables the mobile EHR to do more: it creates a place where provider and patient availability, preferences, skills, certifications, locations, communications, and schedules come together in real-time. It leverages automations and AI assistance to reduce redundant work, manual processes, and human error in clinical work. On the patient side, it delivers a more consistent and high-quality patient experience and empowers patients to participate actively in their own care. #### Breaking down silos, delivering more care When the two systems are connected, mobile workforce management significantly broadens the scope of what mobile EHR can achieve: - **Providers are more appropriately matched to patients** based on a range of criteria beyond just their relevant specialties and credentials. MWM can also factor in patient preferences documented within EHR, like provider gender or language skills. MWM allows providers to rank their job matching criteria and adjust as needed. - **Scheduling becomes faster, easier, and more reliable.** MWM software’s improved accuracy and real-time tracking means patients experience shorter wait times, more reliable start times, and more agile providers when conditions change. - **Communication is not only centralized, but simplified.** Patients can get SMS messages for appointments, reminders, and updates. MWM can trigger real-time updates to patients and providers as clinical data populates within mobile EHR, care plans evolve, or scheduling needs change. Schedule changes require less effort from providers, schedulers, and dispatchers thanks to AI and custom automations. - **Healthcare workers arrive better prepared for appointments**, equipped with the resources they need, and ready to spend more time delivering care to patients in a range of settings. The integration of MWM software with mobile EHR synchronizes once-disparate teams on site [and in the field](https://www.skedulo.com/blog/6-ways-digital-transformation-can-truly-support-your-deskless-workforce/): patients, providers, administrators, and IT become woven together through a single source of truth to deliver the best possible patient experience while optimizing operational outcomes. This enhanced coordination is vital to every setting in the continuum of care. But as more and more patients receive care in outpatient and home settings, it’s become particularly critical to mobile healthcare workers. ## Doing more with mobile EHR + mobile workforce management An effective mobile EHR makes a big difference—and paired with the right mobile workforce management software, it’s a game-changer for both providers and patients. Skedulo’s MWM software enables healthcare providers to schedule, manage, engage, and analyze their mobile workforce more effectively. The Skedulo Pulse app makes it easy to see appointment details, patient data, and schedule changes all in one place. [Skedulo integrates with](https://www.skedulo.com/integrations/) EHR systems like Epic, HR software like Workday, billing platforms, and much more. With this comprehensive view across data systems, staff spend less time (and experience less frustration) searching for data in multiple places. The CEO of a home healthcare company put it this way: “The EHR tells us what we did. Skedulo tells us what our potential is—from all different angles. It helps us break down the silos between departments.” To see how MWM improves communication, reduces no-shows, and enhances the mobile EHR system, check out the results [Solace Pediatric Home Healthcare](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) achieved with Skedulo. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/" type: "blogPost" title: "Mobile Technology in Healthcare" author: "Trevor Morrison" date: "2018-07-15" description: "Mobile technology is making healthcare more accessible, agile, and efficient. See how mobile maturity changes how providers deliver care and collect data." lastmod: "2020-05-20" --- # Mobile Technology in Healthcare Published July 15, 2018 · Updated May 20, 2020 · By Trevor Morrison · 5 min read ## Mobile Technology and Mobile Maturity in Healthcare Healthcare is becoming a more consumerized industry every day, and mobile technology is helping it sprint toward the future. If you’d said even thirty or forty years ago that a handheld computer device could be used to schedule a medical appointment or perform a healthcare diagnostic test, everyone would’ve said you’ve been watching too much Star Trek. Yet, here we are in 2018, using mobile technology in healthcare in ways unimagined just years ago. The ability to get medical information wherever we are has led to a quicker, more effective experience for consumers and healthcare professionals alike. [Mobile healthcare is growing fast](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/), thanks to mobile medical tools and smart devices that keep home care providers seamlessly connected to their patients. Need to send sleep apnea readings to the doctor? It can be done remotely, even in real-time, thanks to mobile medical technology. Many healthcare providers are trying out mobile medical tools, but few have reached full “[mobile maturity](https://www.cmo.com/features/articles/2018/2/27/adobe-mobile-maturity-study-the-next-mobile-decade.html#gs.ltZyqC8).” In order to stay competitive in today’s evolving market, healthcare organizations have to make mobile-first technologies a core part of their technology stack—not an afterthought. ## How Mobile Technology is Changing Healthcare Mobile technology in healthcare is more than just a shift from paper to electronic records. It can streamline care, reduce errors, reduce costs, and much more. Mobile technology offers always up-to-date information at a glance. For example, mobile carting allows access to any information regarding the patient’s care at the touch of a button. Images, lab reports, medication, vital signs—everything is available right at the patient’s bedside, no matter where that bed is. Or, for example, a patient needs to go to urgent care, and a follow-up appointment is needed with their primary care provider. The patient or guardian doesn’t need to keep track of a paper referral or care summary because the information can be stored in an [interoperable record system](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/) for an entire health network. All the critical information lives in same system from the moment a nurse completes an assessment of the patient on their smartphone, to the time when a physician accesses those diagnostic notes weeks later during the follow up appointment. Mobile technology makes it possible, even if it’s a multi-location health system. How about the way those appointments were booked for urgent care and the primary care provider? It is quickly becoming the industry standard to offer convenient appointment booking through online or mobile apps. This is more convenient for the patient, and it gives healthcare providers live, up-to-date schedules that immediately reflect cancellations and last-minute bookings. This is especially important for [mobile healthcare workers](https://www.skedulo.com/blog/managing-home-healthcare-new-business-climate/), who need up-to-the-minute schedules to avoid unnecessary travel and confused patients. Mobile technology is game-changing for home health aides, nurses, and workers, as well as administrative staff: it allows home health workers to quickly communicate with colleagues, [collect data on the go](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/), and get real-time updates, and it gives care coordinators the tools to match patients with providers based on needs, availability, and business priorities. Clearly, mobile technology is a key component of the [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/). It’s convenient, saves time and money, and cuts down on the manual work that leads to errors. ## Mobile Maturity Sets Healthcare Providers Apart As mobile technology in healthcare expands and improves, some providers will adapt—and some won’t. The ones who do will be set themselves apart from the competition in several ways: - **More accessible healthcare. **Mobile technology makes it possible deliver high-quality, coordinated care to be delivered virtually anywhere—even at a patient’s home or via [telemedicine](https://telemedicine.arizona.edu/blog/telemedicine-trends-watch-2018). This is a huge benefit for healthcare consumers who live in more isolated areas or are unable to travel due to health problems. - **Customer centricity.** With the high expectations of consumer services setting the bar for every industry, mobile providers who have [up-to-date appointment schedules](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/), patient histories, and more at their fingertips will be better equipped to deliver quality care experiences. - **Data to improve efficiencies. **Mobile technology in healthcare eliminates many manual processes that make your data untrustworthy. By automating data collection and centralizing data points, managers can analyze reliable data easily and find efficiencies to help the business grow. - **Decreased readmissions. **Readmissions are costly to providers and consumers alike. Remote monitoring (such as a blood glucose monitoring) can alert providers to a problem early, such as medication adjustments needed for diabetes, before it develops into something more serious. - **Improved standards for patient care. **While technology is far from infallible, it can help providers reduce error rates while improving patient care standards, thus providing more overall value for healthcare consumers. For example, among [nurses surveyed](https://medcitynews.com/2018/02/future-of-mobile-tech/), 61% said mobile technology reduced medication errors, and 46% said it helped reduce preventable medical errors. - **Reduced paperwork.** When everything is done online, patients and providers will no longer need to fill out lengthy forms, saving time and money and creating a more sustainable workplace. - **Reduced in-office and hospital visits.** Some illnesses need in-person care in a clinical setting, but many ailments do not. Mobile healthcare technology allows patients to video chat with a physician, or get answers to their questions through a website or hotline without having to leave home. This means quicker resolution for patients, and reduced burden on hospitals and medical offices. - **Seamless data flow. **With [connected systems](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/), data flows effortlessly from the moment that first appointment is made. Any pertinent information about a patient is accessible to any provider who needs it at any time, anywhere, while maintaining security. ## Mobile Maturity Challenges There is no doubt that mobile technology has the opportunity to revolutionize the healthcare industry in ways we never thought possible, but it’s not without its challenges. Mobile maturity in healthcare has brought about the need for revised [business processes](https://www.bcg.com/en-us/industries/medical-devices-technology/mobile-health-business-model-innovation.aspx). This includes changing provider behavior to adapt to mobile technology, implementing interoperable software, increasing IT support, and realigning staffing. Security is also a growing concern as healthcare organizations mature their technologies. Any kind of personal data can be hacked, and healthcare data is no exception. Due to the risk of having sensitive information compromised, the storage of medical data is highly regulated, and it’s crucial for providers to remain compliant with HIPAA, GDPR, and other data protection regulations. ## What’s Next for Mobile Tech? Looking to the future of mobile healthcare, we can expect amazing things—more and more healthcare providers making house calls in person or via video chat, easier collaboration between healthcare professionals and consumers, and technology that surpasses our wildest dreams. Looking for more information on [mobile healthcare scheduling](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/)? Skedulo can help. [Schedule a demo](https://www.skedulo.com/book-a-demo/) today to see how our platform enables the future of mobile healthcare. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/mobile-workforce/" type: "blogPost" title: "The Mobile Workforce: Optimizing Your Workplace for Better Business Outcomes" author: "Laura Przybek" date: "2023-06-20" description: "Leveraging a mobile workforce can help organizations boost their competitive edge. Learn the benefits, challenges, and critical tools for getting it right." lastmod: "2026-05-12" --- # The Mobile Workforce: Optimizing Your Workplace for Better Business Outcomes Published June 20, 2023 · Updated May 12, 2026 · By Laura Przybek · 10 min read Today’s work climate has shifted to better serve customers when and where they want to be served. The rise of the mobile workforce over the past few years has been a direct result of two critical factors: increased customer expectations and a workforce that demands more flexible work arrangements. Although the [projected number of mobile workers in the United States in 2020 and 2024](https://www.statista.com/statistics/1179551/mobile-worker-population-forecast/) is expected to increase from 78.5 million to 93.5 million, many organizations are still adapting to managing mobile workers effectively. It’s no longer sufficient to manage mobile workers through the same methods and tools used for desk-based workers. As the mobile workforce landscape continues to grow, organizations that fail to adapt their strategies to better support and empower their mobile workers will likely struggle to remain competitive. To get it right, organizations need an operational understanding of the mobile workforce, the unique challenges they may face, and how a mobile workforce management (MWM) solution can help them solve some of those challenges. ## What is the Mobile Workforce? The mobile workforce refers to the employees who are engaged in any type of work that occurs [outside of the traditional office setting](https://www.skedulo.com/blog/mobile-workforce-vs-telecommuting-vs-remote-work/). These workers are generally connected through use of mobile technology (e.g. computers, smartphones, etc.) and use these devices to interact with partners, customers, suppliers, colleagues, and more. The mobile workforce falls under the larger umbrella of the deskless workforce, which is estimated to make up [80% of global workers](http://desklessworkforce2018.com/). While [the deskless workforce](https://www.skedulo.com/learn/deskless-workers/) includes a broader range of non-desk-based jobs, mobile workers travel between multiple locations throughout a typical work day. There are a variety of industries and occupations that employ the mobile workforce, like [home healthcare](https://www.skedulo.com/blog/the-future-of-home-healthcare/), utilities, and construction. This might include [field service technicians](https://www.skedulo.com/blog/what-is-field-service/), independent contractors, home healthcare providers, delivery workers, field sales representatives, and traveling consultants. ## Benefits of a Mobile Workforce More and more companies have begun to recognize the value of a [customer-centric](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) approach, and have thus started leveraging a [mobile workforce](https://www.skedulo.com/learn/mwm-overview/) to secure their competitive place in the service economy. Organizations with a successful mobile workforce benefit in a variety of key ways, including: - **Increased cost efficiency - **A mobile workforce enables teams to allocate jobs to reduce the cost of service while maximizing the utilization of field resources. With the right tools, a mobile workforce can help increase [visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) across your entire operation. This allows you to streamline and reduce non-revenue generating activities to cut excess costs and be more resilient against economic fluctuations. Plus, your business can better identify new opportunities to decrease overhead costs while providing the best customer experience possible. - **Increased facetime and feedback from customer base - **Speaking of the customer experience, what better way to ensure your clients are met with the best service possible than by sending workers to interact with them face-to-face? Customers can see worker expertise, company commitment to excellence, and the business’s desire to constantly improve firsthand. Plus, they can provide real-time feedback that not only contributes to a higher NPS but also enables your team to make meaningful improvements to the customer experience and broader operations, too. - **Greater employee satisfaction - **The workforce is changing, and by 2030, [75% of the U.S. workforce](https://www.wired.com/insights/2013/08/the-rise-of-the-millennial-workforce/) will be millennials. These incoming employees are from a generation that highly values the benefits offered by [flexible working practices](https://www2.deloitte.com/us/en/pages/about-deloitte/articles/millennial-survey-freelance-flexibility.html); and since mobile work is often less rigid and static than traditional office-based roles, it can lead to happier, more satisfied employees. With a mobile workforce (backed by powerful management tools), organizations can offer a healthier work-life balance to their workers. Plus, they can send their mobile employees to complete jobs that are fully aligned with their unique skills and expertise, which makes for a more fulfilling employee experience. - **Decreased operational expenses - **By shifting the ways in which your organization delivers its products and services, you can also eliminate some of the overhead costs associated with traditional, office-based work. Fewer desk-based employees means that your business likely won’t require a large office space, which drives down operational costs. Plus, since a successful mobile workforce operates using mobile-based tools, your team can also reduce the expenses otherwise used for paper-based processes and documentation. ## Challenges of Mobile Work Of course, sending teams of employees to work onsite with customers is a delicate balance of risk and reward, particularly if you don’t have the right tools and processes to ensure success. Conducting mobile work and [managing the mobile workforce](https://www.skedulo.com/learn/mwm-best-practices/) are both unique, ongoing tasks that often bring about significant challenges, including: - **Communication - **While desk-based workers have the luxury of leaning over their cubicle walls or meeting up at the watercooler to interact, mobile workers are far more  limited in their communication methods. They struggle to keep one another abreast of updates, questions, or concerns because they have to toggle between myriad apps (e.g. email, Slack, text messages, phone calls, etc.) to interact. It’s frustrating, time-consuming, and leads to costly miscommunications. Plus, it hinders mobile workers’ abilities to do their jobs; and their managers’ abilities to [measure their progress and performance](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/). - **Scheduling and appointments - **In certain industries, the complexity of scheduling multiple appointments at customer or patient sites is simply too much for the organization's processes and tools to handle. Getting the right mobile worker to the right job at the right time (based on qualifications, certifications, work in progress, proximity, and more) proves too difficult to manage [without the proper workforce management strategy](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/). There are countless moving parts involved in making sure employees arrive on time and fully prepared to complete the job the first time around—and failure to do so can negatively impact the customer and employee experience, brand loyalty, and, ultimately, revenue. - **Integrating technology across departments - **In order to truly thrive, a mobile workforce needs to be backed by systems that talk to one another. Unfortunately, many businesses have failed to prioritize [integrating their technology](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) across departments, so their teams must still contend with disconnected systems that cause data silos and operational inefficiencies. Managing, scheduling, dispatching, routing, and measuring the performance of a mobile workforce (and how it contributes to the business’s broader goals and outcomes) is incredibly difficult if your teams use disparate tools to do so. Not only do disconnected technologies slow down the whole operation, but they also create [visibility](https://www.skedulo.com/book-a-demo/) barriers that inhibit intelligent, data-backed business decisions. - **Accountability - **Without the right tools for understanding mobile workers’ progress and location in the field, managers are left in the dark. They can’t see where their teams are, what they’re tasked with doing, and when they’re scheduled to be at various locations—which is risky both in terms of quality of service and [worker safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/). When something goes wrong, they struggle to find the source of the issue. Plus, employees often disengage from their work (and their customers) when they don’t feel their efforts are accurately recognized by their employer. ## What is Mobile Workforce Management? Because of the potential advantages a mobile workforce offers, companies are sometimes tempted to deploy mobile workers to customer sites without tweaking their existing management strategies. But if an organization values quality of service, customer and employee experiences, and operational efficiency (and it certainly should), then it should first carefully consider the ways in which managing a traditional workforce differs from managing a mobile workforce. While simple productivity, communication, time-tracking, and CRM tools are usually sufficient for a desk-based workforce, properly supporting mobile workers is a whole different ball game. Managers need sophisticated tools and processes that enable them to understand what’s going on in the field in real time. They need [complete visibility](https://www.skedulo.com/blog/5-ways-workforce-visibility-can-transform-customer-service/) into what their mobile teams are doing, where they are, and where they're going next. And they need deep data that helps them measure their objectives in comparison to actual worker performance. Mobile workers need technology that eliminates communication and data silos between the back office and their current locations so they can get their jobs done as seamlessly as possible. They also need processes that are streamlined to help them work as efficiently and productively as possible—and instant access to all the resources they need to succeed. That’s where [mobile workforce management (MWM)](https://www.skedulo.com/learn/mwm-overview/) comes in. MWM refers to the processes, software, tools, applications, and related services an organization uses to manage workers outside of the office. The overarching aim of MWM is to better support and empower mobile workers to deliver high-quality service every time; and to help the business better understand what’s working, what’s not, and where they can make significant operational  improvements to boost their bottom line. Mobile workforce management solutions are purposefully built to help organizations reach these distinct goals. Modern solutions offer tools for [scheduling](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/), [dispatching](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/), availability management, location tracking, real-time notifications, field documentation and [data collection](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), and more to ensure mobile workers are always fully connected to both the back office and their customers. If your organization has a mobile workforce or is considering leveraging one to better serve their customers’ needs, you likely need powerful technologies that take the complexities of mobile work into account; and help you to evaluate and improve upon your existing processes. With a MWM solution, your business is well-equipped to overcome the [notable challenges](https://www.skedulo.com/) that today’s mobile workers (and their managers) face. ## How to Choose a Mobile Workforce Management Solution Finding a solution that fully supports the needs and objectives of your mobile workforce requires careful consideration. Not all systems are built equally, so as you [evaluate your options](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/), be sure to look for one that has these critical features and functionalities: - **Tools for availability management and location tracking  - **Sending multiple workers to multiple client sites multiple times a day can become a time-consuming, burdensome, error-laden task if managers and staff schedulers don’t have total transparency into resource details. A [strong MWM solution](https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/) enables them to quickly and easily see who’s available and when (whether they’re full-time, part-time, contractors, or a mix of the three) for improved workforce planning. Real-time availability management and location tracking tools help back office employees understand exactly who is where, what they’re doing, and where they’re headed next—which enhances worker safety and accountability, too. - **Scheduling and dispatching tools - **Instead of using outdated, inefficient, manual scheduling methods (e.g. spreadsheets, whiteboards, online calendars, etc.), teams that use intelligent MWM have complete visibility to build and modify [smarter schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/). The right solution equips teams with deep knowledge around worker availability versus customer demand, and offers a single, user-friendly interface for creating fully optimized schedules. Some tools even [automate the scheduling and dispatching process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), enabling staff schedulers to instantly match mobile workers to jobs based on qualifications, locations, preferences, availability, and more. Schedules built on real-time data take the guesswork out of the equation; so schedulers can spend more time on higher-value tasks, and mobile workers can serve more customers throughout the day. - **Data collection and field documentation capabilities - **Modern organizations understand just how essential robust, reliable data is to the success of their operation. Without it, it’s difficult (if not impossible) to make intelligent decisions regarding workflows, labor, spend, business strategies, and more. Powerful MWM solutions enable mobile workers to easily collect data from the field—like customer information, time of arrival, and time of job completion—then instantly share it with other systems of record. With the help of real-time, centralized data, your team can better estimate capacity and more accurately set appointment arrival times. For example, you can integrate these solutions with your payment system to accurately pay contractors for time spent on jobs. Over time, your business can use these insights to make decisions that [improve efficiency](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/), customer service, and profitability. - **Tools to enable communication - **Effective, streamlined communication is a must for organizations with mobile workforce—but traditional collaboration tools won’t cut it. Mobile workers need centralized, mobile-first tools that enable them to instantly interact with the back-office, schedulers, and even customers. Robust MWM platforms help mobile workers eliminate the time-consuming, frustrating need to switch between various tools to complete the work and communicate with others. They provide a single, easy-to-use platform on which mobile workers can access and modify their schedules, collect field data, and send and receive updates and notifications to their colleagues and customers. With the right tools, mobile employees can easily stay abreast of changes as they occur, so they never miss a beat. Plus, they can update clients with accurate arrival times with the push of a button, which elevates the customer experience. This leads to happier, more prepared workers and customers who know your company values their time, too. ## Optimize Your Workplace for Deskless Productivity While leveraging a mobile workforce certainly isn’t a viable option for every organization, those that fit the bill should consider how it would impact their employees, customers, and bottom line. But without the right tools for support, managing a mobile workforce can become an inefficient, burdensome, and costly endeavor. [Skedulo’s Deskless Productivity Cloud](https://www.skedulo.com/platform/) helps businesses optimize their mobile workforce operation for greater efficiency and quality of service. With intelligent tools for deskless workforce management, job matching, scheduling and dispatching, employee engagement, field data collection, communication, and more, Skedulo can enable your company to implement a highly-productive mobile workforce that’s ready to [delight customers](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) where they are. Learn more about how to [deliver the ultimate customer experience](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) through a deskless workforce, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/" type: "blogPost" title: "Mobile Workforce Management in a Labor Shortage" author: "Angela Gonzales" date: "2019-10-02" description: "Mobile workforce management offers many benefits, including helping to address a labor shortage. Here’s how." lastmod: "2020-05-20" --- # Mobile Workforce Management in a Labor Shortage Published October 2, 2019 · Updated May 20, 2020 · By Angela Gonzales · 6 min read Mobile workforce management is a suite of tools—including processes, software, applications, networks, and related services—used to schedule, monitor, track, and analyze the performance of mobile teams. By 2022, the mobile workforce is expected to comprise [over 42% of the total global workforce](https://www.rcrwireless.com/20170104/opinion/2017-predictions-mobile-workforce-to-drive-further-enterprise-change-in-2017-tag10). Mobile workforce management systems cater to this important category of the workforce by resolving workers’ daily obstacles. In the process, the system enables disparate data sources to communicate with each other, generate interoperable data that can uncover important business insights to help streamline operations, reduce costs, and uncover new ways to improve efficiency and customer experience while helping increase retention rates and mitigate the challenges of labor shortages. ## Today’s Labor Shortage Is Tomorrow’s Opportunity As of mid-2019, the [U.S. had 7.4 million job openings](https://www.bls.gov/news.release/jolts.nr0.htm), but only 6 million job seekers. The shortage of workers is not just in STEM fields, but also extends to[ other positions, such as healthcare aides](https://www.vox.com/2019/8/12/20801941/us-labor-shortage-workers-quit)—most of whom are mobile workers. The implications of labor shortage are not all bad. It’s a strong indicator that the market is competitive. However, it also means that your organization’s top talent has ample opportunities to move to another company for better perks, higher wages, superior technologies, or other benefits. Many organizations are responding to this challenge. Some companies have increased wages as a result, but compensation is just[ one of many motivating factors](https://www.payscale.com/data/why-people-quit-their-jobs). Most workers give plenty of weight to subjective factors, as well. A mobile workforce management solution can make a significant impact on retaining your workforce by addressing core issues and improving their morale. Let’s see what some of the benefits are: ## 1. Better Employee Recruitment and Retention Finding the best workers for the job and then providing them with tools to do their jobs well is crucial. Most organizations struggle with recruiting suitable candidates and later backing that up with investments to[ retain employees](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/) in the form of training, better working conditions, and competitive technologies. For example, [Solace Pediatric Home Healthcare](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) struggled to recruit new clinicians in an industry known for its labor shortage. While EHR systems helped track some metrics, they didn’t provide business insight to help enable strategic decision making. After Solace implemented a mobile workforce management solution to create a modern, technology-driven approach, which helped them make intelligent recruitment decisions with visibility into schedules, caseload capacities, and openings in different areas. They now knew exactly where to add workers. The company further supported its clinicians by matching them with the right patients considering variables such as travel time, long-term scheduling, and skill set, thereby reducing clinician stress. The more your technology can support and enable mobile workers, the more likely they are to be satisfied in their role and stay with your organization. ## 2. Intelligent Scheduling That Respects Employees’ Time Feeling appreciated is vital to employee loyalty. In a[ recent survey](https://www.forbes.com/sites/palomacanterogomez/2019/03/29/loyal-employees-are-the-result-of-5-basic-assets/#619b26bd385f), 22% of workers who didn’t feel recognized interviewed for another job within the past three months. Part of recognizing and appreciating your workers is respecting their time. For mobile workers, this means optimizing job schedules so they can serve more clients but still have good work-life balance. For example, when you schedule effectively to minimize travel time or make schedule changes easier to communicate with the whole team, workers spend more time with customers and less time traveling or doing administrative work. [Easterseals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/), a company that provides services to people with disabilities and their families, struggled to scale their manual scheduling processes as demand for their services grew. Upgrading to a mobile workforce management solution simplified their scheduling—it allowed them to match personnel to customers based on factors that simultaneously met their business objectives, customer needs, and employee skill sets. With better visibility into their schedules and their work needs accounted for, workers experienced less stress. This also led to improved efficiencies and more appointments scheduled and fulfilled each week. ## 3. Optimized Resource Utilization Full utilization of resources is especially important in the context of labor shortages, as you don’t have a large bench of employees. Plus, employees who have opportunities to frequently leverage their strengths are [less likely to quit their jobs](https://www.gallup.com/workplace/236561/employees-strengths-outperform-don.aspx), so this is a win-win situation. By using technology solutions to allocate and schedule resources, employees can meet with more customers, use every hour productively, and still not compromise their needs or the company’s. For companies, 100% utilization has a[ direct impact on the bottom line](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) that helps counter a labor shortage. [American Red Cross (ARC)](https://www.skedulo.com/customers/american-red-cross/), for instance, schedules their 1,250 mobile trainers every year to deliver 60,000 courses to 530,000 individuals. The operational complexity of their training program was magnified by the fact that “each region managed its own instructors separately in spreadsheets and emails, so there wasn’t any system that could provide visibility at the national level into our mobile workforce and how we were scheduling them,” said Joe Zito, vice president of information technology at America Red Cross. By implementing a mobile workforce management solution, ARC has reduced the underutilization of its instructors by 31% and reduce the cost of scheduling by 30%. Scheduling is dramatically faster now for the health and safety training division of American Red Cross. With a 43% reduction in time to schedule, the team has discovered new ways to solve old problems, which is no easy feat for a group with a 130-year history. ## 4. Improved Communication Miscommunications create a trust deficit, errors, and other problems. Mobile workers often struggle to communicate efficiently with in-office colleagues and customers at different locations. Mobile workers need to be confident that they have up-to-date schedule information, along with remote access to manuals and other technical documents that enable them to do their job better. This [worker empowerment](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) can significantly improve productivity and yield better business outcomes. Workers are often frustrated with antiquated manual data collection methods and administrative overhead. Mobile workforce management solutions, however, can help them[ collect and document data while on the move](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), making the workflow simpler. [ServiceMaster](https://www.skedulo.com/customers/servicemaster-residential-vancouver/), a residential and strata cleaning provider, realized that giving field service technicians access to trustworthy data improved technicians’ overall productivity and service levels—and technicians also now are able to deliver a superior customer experience. ## 5. Better Customer Service While great service is certainly important from a [customer perspective](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), employees, too, want to work for organizations with good reputations. Mobile workforce management gives workers insight into customer history, job details, and more so they can[ provide excellent service](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) and spend more time with customers. Loyal customers want a high-quality experience but are also keen on schedule flexibilities, well-trained service providers, and proactive communication and real-time notifications. Let’s take the case of[ Area Wide Protective](https://www.skedulo.com/customers/area-wide-protective/) (AWP), a commercial security firm that manages, schedules, and dispatches roughly 5,000 mobile workers from more than 60 offices across 19 states. As the scale of their offerings grew, their manual methods resulted in inconsistencies and delays. But mobile workforce management improved their scheduling and dispatching efficiency by 86%. These internal improvements translated to customer benefits, too—customers love the transparent communication, competitive pricing, and consistent service that comes from increased efficiency. ## The Mobile Workforce Management Solution In a job-seeker’s market, companies can use mobile workforce management to attract, retain, and support deskless workers. Mobile workforce management allows you to use existing resources wisely, accurately forecast future staffing needs, keep workers motivated, and offer interesting growth opportunities to your workforce. See how mobile workforce management can help you increase efficiency, retention, and employee satisfaction. [Book your free demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/mobile-workforce-management-in-the-continuum-of-care/" type: "blogPost" title: "Mobile Workforce Management in the Continuum of Care" author: "Bartek Woroniecki" date: "2020-05-01" description: "Whether it’s in the hospital, the ER, a nursing home, or another care setting, here’s how mobile workforce management can improve the patient experience." lastmod: "2020-05-01" --- # Mobile Workforce Management in the Continuum of Care Published May 1, 2020 · By Bartek Woroniecki · 7 min read Healthcare today is more consumer-focused than ever. Technological advancements are rocketing healthcare into the future. Protocols and recommendations change—what feels like—by the day. But whether a patient enters the continuum of care through preventative care or acute care, the patient journey needs to be smooth, continuous, and top-notch. That’s a tall order, which is why it’s important to use the right tools to support healthcare workers and patients. ## What Is the Continuum of Care? The continuum of care is how healthcare providers follow patients through the entire system of care, depending on the patient’s needs and the severity of the condition: preventative, acute care, recovery, management, etc. are all points along the continuum of care. The continuum of care has evolved. There are more non-acute care settings coming into play, emphasizing the shift from inpatient to outpatient care—an area that is expecting [15% growth from 2019 to 2029](https://www.sg2.com/media-center/press-releases/sg2-releases-2019-forecast-site-of-care-shifts-will-accelerate-across-the-continuum-complex-disease-demand-dominates-inpatient/). This is due in part to medical advancements, [healthcare IoT](https://www.businessinsider.com/iot-healthcare), higher consumer cost, an increasing population to serve, and other factors. With these changes, healthcare providers must become more mobile, yet still accessible to a plethora of patients while providing high-quality care. That’s where mobile workforce management can help. Let’s follow a patient through the continuum of care and see how mobile workforce management supports the patient journey. ## How Mobile Workforce Management Can Support the Continuum of Care Our fictitious patient for this continuum of care journey is Jane. She’s been in good health, overall, and has remained physically active in her senior years. But during a walk one day, she takes a hard fall. Jane doesn’t want anyone to call an ambulance, but because of her intense hip pain, she accepts a neighbor’s offer to take her to the emergency department to get checked. ### Ambulatory care The ambulatory care setting includes emergency departments, urgent care clinics, surgery centers, and specialty clinics. In our continuum of care example, Jane enters the ambulatory care setting through the emergency department. When mobile workforce management is used in the ambulatory setting, it benefits patients in a couple distinct ways: - **Reduced wait time. **Jane arrives at the emergency department and is checked in. Thanks to the hospital using a mobile workforce management platform, Jane is called from the waiting room to an exam room soon after arriving. When mobile workforce management is [integrated with EHR software](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), scheduling is more efficient and more [data-driven](https://www.skedulo.com/blog/healthcare-scheduling-mobile-workforce-management/). A strong mobile workforce management platform helps the organization maximize resources—full-time, part-time, per diem, and contract workers are all used to their maximum ability and managed in one simple system. Furthermore, in ambulatory settings, such as specialty clinics, the platform reduces wait times through the use of client-facing booking grids. - **Shorter appointment length. **The optimized scheduling system in place behind the scenes means Jane spends less time waiting to be seen by a healthcare provider once she’s in the room. Jane’s emergency department nurse takes notes, completes tasks, and uploads assessments and photos in a [secure app](https://www.skedulo.com/blog/5-types-mobile-health-apps/) as the physician examines Jane and walks through treatment options. This keeps Jane from having to wait for anyone to fill out paper forms with next steps. Unfortunately, Jane’s hip is badly broken, requiring a hip replacement. The physician admits her to the hospital for surgery. This brings Jane to another setting in the continuum of care. **Providers, nurses and caregivers** ### Hospital-based This setting includes emergency departments, anesthesiology, hospital medicine, and acute care surgery. After Jane’s successful acute care surgery for the hip replacement, she has to be hospitalized for a short amount of time to be monitored and start recovering. Thankfully, our fictitious patient again benefits during her patient journey because the hospital uses a mobile workforce management platform. - **Reduced need to repeat information. **Jane doesn’t have to repeat the same information that she told the nurse on the previous work shift (or to remind the same nurse what was discussed yesterday). The nurses, physicians, CNAs, etc., don’t have to waste time searching for data in [multiple software systems](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) because the appointment notes and patient data are integrated in one secure mobile app. The simple user interface and custom forms support fast and easy mobile charting. - **Increased quality of care. **Healthcare providers—and caregivers for some hospital-based settings—can spend [more time with patients](https://www.skedulo.com/blog/why-the-healthcare-industry-needs-skedulo/) because of more efficient scheduling and less time spent on administrative work. The easy, secure, real-time access to patient data means a more informed provider, translating to Jane receiving better overall care. Jane’s recovery progresses well, so she is moved to outpatient care, which is becoming a [more common setting for joint replacement recovery](https://www.modernhealthcare.com/providers/more-older-adults-joint-replacements-recover-home-not-rehab-facilities) to occur. She goes to a skilled nursing facility where she will continue to recover and receive physical therapy and help with becoming mobile again. This brings her to the post-acute care setting in the continuum of care. ### Post-acute care Skilled nursing facilities, long-term acute care, nursing homes, rehab, assisted living facilities, and behavioral health centers comprise the post-acute care setting. Jane arrives at the skilled nursing facility, where she’ll stay for a few days. While Jane is in the post-acute care setting, she continues to receive benefits from mobile workforce management during her patient journey: - **More holistic follow-up care. **With [remote patient monitoring](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/) and other telehealth technologies, Jane receives follow-up care that is more holistic and efficient in nature. Mobile workforce management helps take advantage of new, innovative ways to deliver care—with an easier, more intelligent way to schedule appointments and communicate among providers, it’s easier to introduce and measure these initiatives. Furthermore, providers can consult with a specialist, if needed, with the use of telehealth and remote patient monitoring. - **More consistent care. **Jane’s care is more consistent here than at post-acute care facilities that don’t leverage mobile workforce management. For one, this is due to all of Jane’s healthcare providers being on the same page—from the nurses to physical therapists to all other providers involved in her care—thanks to real-time access to up-to-date patient details and next steps. Mobile workforce management also allows the provider to schedule Jane with the same physical therapist or nurse every time they are on duty, improving the consistency and quality of Jane’s care. This improves Jane’s experience and her perception of the healthcare provider, and it can even speed up her recovery. Jane has healed well at the skilled nursing facility and does not need this level of intense care anymore; however, she’s still recovering and needs some assistance at times. So, her healthcare providers have decided to move her through the continuum of care to the next setting of home health services. ### Home health services Skilled medical care and specialty care delivered in a patient’s home both fall under the home health services setting. Our patient, Jane, returns home to finish her recovery from hip replacement surgery, and a home health nurse and physical therapist will come several times a week until recovery is complete. In the home health services setting, mobile workforce management can offer better patient-provider matching and allow for more reliable follow-up visits. - **Better fit between healthcare providers and patients. **The [right healthcare provider or mobile caregiver is easily assigned](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/), every time, with a mobile workforce management system. The platform accounts for the right qualifications, experience, and training for the patient’s needs, helping the homecare scheduler easily match the right provider to Jane’s situation. For Jane, this means that she won’t have to lose time in her recovery while waiting weeks or longer for home health services to start. - **More reliable, predictable follow-up schedules. **A mobile workforce management system provides predictability and data on the provider side, which leads to more predictability and trust on Jane’s side as the patient. [From outline: Patients receive a specific appointment time, rather than an “arrival window” (thanks to dynamic scheduling ability from mobile workforce management).] Because the providers are more supported and have a real-time, unified scheduling tool, mobile workers are less likely to miss appointments. The better communication in a mobile workforce management platform also allows teams to make contingency plans and work through confusing situations in real-time, before it even involves the patient. If unexpected circumstances arise and the visit must be rescheduled, Jane can be notified well in advance as she completes her recovery at home. ## Streamlining the Continuum of Care The healthcare industry is continually changing, and more patients are moving through the continuum of care in the outpatient or home setting than ever before. With the help of a mobile workforce management system, the continuum of care is a more efficient, streamlined, and quality-focused experience for patients, no matter the healthcare setting. Skedulo’s mobile workforce management platform is built for home and mobile healthcare, with a unique focus on improving the patient journey. To learn more about how Skedulo can benefit your patients through the continuum of care, [book a demo ](https://www.skedulo.com/book-a-demo/)today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/mobile-workforce-management-trends-2019/" type: "blogPost" title: "Mobile Workforce Management Trends to Watch in 2019" author: "Marie Francis" date: "2019-01-11" description: "Companies with a mobile workforce should be prepared for flexible work arrangements, scheduling automation, cloud-based tech, and much more in 2019." lastmod: "2020-12-16" --- # Mobile Workforce Management Trends to Watch in 2019 Published January 11, 2019 · Updated December 16, 2020 · By Marie Francis · 4 min read Changing workforce demographics and technology enhancements are converging to transform the way people work. The proliferation of mobile technology and the need to meet customers where they are is creating an entirely new workforce category: mobile work. This development spells significant growth for the mobile workforce management (WFM) market, which is expected to grow [9% in 2019 and then 10% per year](https://globenewswire.com/news-release/2018/04/03/1459415/0/en/Global-Workforce-Management-Product-and-Market-Report-2018-2019-2020-2022.html) through 2022. Here are four key trends that will have a significant impact on mobile workforces in 2019. ## 1. Flexible Work Arrangements More employees are enjoying flexible work environments than ever before. However, the meaning of “[flexible work](https://www.fastcompany.com/3058344/5-flexible-work-strategies-and-the-companies-who-use-them)” may vary based on the organization and its goals. Some workers want more flexibility in where or when they work, while others want flexibility in the type of employment. ### Flexible location arrangements One of the biggest workforce trends to watch is how organizations embrace mobility. It is estimated that [70% of the global workforce](https://www.cnbc.com/2018/05/30/70-percent-of-people-globally-work-remotely-at-least-once-a-week-iwg-study.html) works remotely at least once a week, presenting a huge opportunity for employees—and potentially a huge challenge for leaders, who must adapt to lead and engage remote employees. Telecommuting, remote work, and mobile work are unique arrangements that come with different considerations for the business and employees involved. In 2019, companies will need to determine: - Can our type of work support mobile work arrangements? - If we already offer mobile work arrangements, do we need to explore any other flexible work options? - What type of technology is needed to make these arrangements work? - How do we keep employees engaged from outside the office? ### Flexible employment arrangements The [gig economy](https://hbr.org/2018/03/thriving-in-the-gig-economy) is alive and well, and it’s changing the employer-employee relationship we’ve come to expect. In the U.S. workforce,[ 1 in 5 workers](https://www.npr.org/2018/01/22/578825135/rise-of-the-contract-workers-work-is-different-now) are contract workers, and freelancers and contractors are expected to make up half of the workforce in the next decade. Employees and employers alike can benefit from freelance or contract-based work arrangements. However, it also presents challenges for employers in managing these workers alongside full-time employees. For example, freelance workers may work different hours or have access to different levels of data than full-time employees. In 2019, expect companies to address [freelance and contract workers](https://www.skedulo.com/blog/managing-contractors-mobile-workforce-in-service-economy/) in a significant way. Companies that want to thrive in the gig economy should invest in a platform that makes it simple to manage full-time and freelance workers side-by-side, choosing the right person for the job every time. **Ready to learn more? Book a demo today** ## 2. Scheduling Automation When it comes to a mobile workforce, scheduling can either be a huge headache or a competitive advantage. In 2019, companies will look to scheduling automation to save time and costs across the business. Creating and communicating the daily schedule for a mobile workforce can be extremely time-intensive—especially when done manually. The back office spends significant time recreating schedules, accommodating last-minute requests, communicating the updated schedule, and so on. With scheduling automation, that time could be devoted instead to more skilled, higher-value tasks. Automation also reduces the chance of human error, such as scheduling the wrong worker for a certain task or double-booking a certain employee for the same time slot. In the coming year, more companies will be looking to automate their scheduling processes. Consolidating workforce data to support scheduling automation has a variety of benefits: - Managers know at a glance who is working, where they are, and where they are headed next. - Schedulers and dispatchers can focus on higher-level job responsibilities. - Employees know where they are supposed to be and what the job will require. - Customers receive faster, more consistent, and more reliable service. - Leaders can review high-level trends, including peak times, workload, employee performance, and more, to optimize the mobile workforce. The key is purposeful automation. Rather than automation for automation’s sake, companies should look to optimize their schedules for the greatest benefit to the workforce and customer base. ## 3. Employee Experience Today’s job market is highly competitive, and employees may readily switch jobs for intangible benefits, including greater flexibility and work-life balance. In 2019, expect the employee experience to be more crucial than ever before. Employers that help workers feel more connected, valued, and engaged will see increased productivity and decreased turnover. More satisfied employees deliver higher-quality service, which drives higher customer satisfaction (and eventually, higher profits). Companies will need to invest in their people—and technology—to make the most of the mobile workforce in 2019. Millennials, who are expected to make up [75% of the workforce by 2025](https://www.forbes.com/sites/workday/2016/05/05/workforce-2020-what-you-need-to-know-now/#7503b95b2d63), are accustomed to using tools like instant messaging, text messages, chat, and social media to manage both their personal and work lives. Employees in today’s job market expect to have modern tools and technology at their disposal, and they expect a certain degree of work-life balance as well. For a company to stay competitive in 2019, its mobile workforce must be well-supported, engaged, and well-supplied with mobile-friendly tools. ## 4. Platform Upgrades Many workforce management solutions are moving to the cloud, making them easier to acquire and implement for businesses of any size. As the cost to acquire this technology goes down, the potential for new, innovative solutions increases. Companies are using new cloud-based tools to enhance their own suite of technology. Real-time adaptive capabilities, machine learning, and artificial intelligence (AI)—often built into cloud-based solutions—give companies new ways to make forecasts, adapt to changing market conditions, and spot trends. In 2019, expect companies to use these technologies to peek into the future and solve problems before they disrupt the business. ## Resolve to Optimize Your Workforce The way we work is changing right before our eyes. To stay ahead of the curve in 2019, businesses should be prepared to embrace flexible work arrangements, scheduling automation, cloud-based tools, and a new view of the “employee experience.” Skedulo is preparing businesses for the future of work. Skedulo’s intelligent Mobile Workforce Management platform gives you the tools you need for scheduling, management, and dispatching according to top business priorities. Ready to learn more? Check out Skedulo’s [mobile workforce management platform](https://www.skedulo.com/learn/mwm-overview/) to see how you can better manage your remote teams as the mobile workforce evolves. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/mobile-workforce-management-trends-2020/" type: "blogPost" title: "5 Mobile Workforce Management Trends to Watch in 2020" author: "Angela Gonzales" date: "2020-01-10" description: "Some key trends in mobile workforce management will shape the future of remote workers, flexible workers, and even in-office workers in 2020 and beyond." lastmod: "2020-05-07" --- # 5 Mobile Workforce Management Trends to Watch in 2020 Published January 10, 2020 · Updated May 7, 2020 · By Angela Gonzales · 7 min read As the number of remote workers continues to increase around the world—[growing by 91% in the last decade in the U.S. alone](https://www.flexjobs.com/blog/post/flexjobs-gwa-report-remote-growth/)—employers are looking to adapt to a more distributed, more flexible workforce than ever before. Flexible work is growing in both popularity and importance to workers—in fact, millennial workers say how and when they work is [more important than their salary](https://www.predictiveindex.com/blog/why-flexibility-is-a-better-perk-than-salary/). This influx of mobile workers means new ways of working and new technologies to support them. Here are some mobile workforce management trends on the rise to look for in 2020: ## 1. A Renewed Focus on Employee Engagement (Especially for Mobile Workers) Remote employees nowadays are looking for more than just a job when they join a company. They [want to be more engaged](https://www.forbes.com/sites/danabrownlee/2019/08/18/4-employee-engagement-trends-that-leaders-need-to-know/#72d210b433f7) in their work, and they want to give back to companies that put time and effort into their employees. Employee engagement affects nearly every part of employee life: recruiting, retention, satisfaction, and willingness to go “above and beyond” in everyday work. Engaged employees put more time and effort into their work, and they are more personally connected to the organization they work for. Highly engaged teams see a [41% decrease in absenteeism](https://www.gallup.com/workplace/236366/right-culture-not-employee-satisfaction.aspx) and a 17% increase in productivity—not to mention the improved environment that comes from a team of employees dedicated to the cause. The benefits of an engaged workforce are too significant to overlook. With disengaged employees [costing companies at least $450 billion a year](https://www.hrdive.com/news/study-disengaged-employees-can-cost-companies-up-to-550b-a-year/437606/), leaders should take a good look at how to engage mobile and remote employees in 2020. Think about ways to[ engage remote workers](https://slackhq.com/remote-workers-employee-engagement) specifically, including: - Encouraging open communication among employees and leadership - Using mobile-friendly tools to share information and updates among teams - Making time to foster interpersonal connections outside of formal meetings - Encouraging employees to provide feedback to management (through surveys, listening sessions, etc.) - Celebrating personal milestones and team successes - Giving employees tools for better collaboration (i.e. sharing notes from virtual meetings, updating statuses to let in-office workers know when mobile workers are available) - Provide ongoing training and development opportunities to help employees sharpen their skills or discover new interests Keep in mind that there are four generations (baby boomers, millennials, and Generations X and Z) in the workforce now, and they all have unique experiences with and feelings about technology. The tools your employees use, including mobile workforce management software, needs to be adaptable and intuitive enough to cater to different employee groups. **Ready to make your entire team more effective?** ## 2. Better Awareness of Employees’ Mental Health Needs Mobile workers who are overworked, overwhelmed, or frustrated in their current work environment are more likely to struggle with mental health issues. High stress and poor mental health have a number of [negative effects on employees](https://www.who.int/mental_health/in_the_workplace/en/), including lower productivity, low level of engagement, poor communication, higher rates of absenteeism, and even a decline in physical health and well-being. [Nearly 1 in 5](https://www.cdc.gov/workplacehealthpromotion/tools-resources/workplace-health/mental-health/index.html) U.S. adults reported dealing with a mental illness in 2016. Going forward in 2020, look for employers to take more steps to improve employee mental health and support employees dealing with mental health problems. Organizations can create a healthier workplace by: - Creating schedules and organizational policies that help employees balance work and personal needs - Reducing stress and other mental health risk factors in the workplace - Making employees aware of HR resources and other support available to them - Providing training career development opportunities - Recognizing and rewarding employee contributions and milestones Companies with a mobile workforce should consider how well their current tools support employees’ mental health. Do mobile workers know what their upcoming day/week will look like? Do mobile workers feel prepared when they arrive on the job site? Do they have easy access to the forms and documents they need? Can they collect feedback and signatures easily from customers? Do they have enough time to travel between job sites? Expect more companies to turn to mobile workforce management to answer these questions. Mobile workforce management tools help organizations [support their mobile workers](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) with easy access to schedules, job details, and customer history on the road. Take [Solace Pediatric Home Healthcare](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) for example, where their clinicians travel to and from their patients’ homes throughout the course of the day. With a mobile workforce management tool, they were able to reduce several major causes of stress—double-bookings, no-shows, poor communication, and long travel times—to create a better experience for clinicians. Now Solace’s clinicians are now able to spend less time stressing over administrative work and more time doing what they love and are experts in—caring for patients and their families. ## 3. A Rise in Remote Work from Remote Areas The flexibility of [remote work](https://www.skedulo.com/blog/mobile-workforce-vs-telecommuting-vs-remote-work/) means these employees can take up residence in big cities or small towns. Employees are increasingly choosing smaller towns and remote areas where housing costs are lower, in addition to cheaper parking fees, general cost of living, and even internet and phone service. Groups like [Grow Remote](https://www.forbes.com/sites/mattballantine/2019/02/21/working-remotely-to-sustain-rural-communities/#43aa8d762477) and [Rural Innovation Initiative](https://www.curbed.com/2019/2/12/18221421/startup-remote-working-rural-coworking) are leading the charge to attract remote workers who can revitalize small towns. This subset of the remote workforce has the chance to make a salary comparable to those offered downtown while residing in a rural area where the cost of living is considerably lower. Some places, like Vermont, will even [pay you to move there and work remotely](https://www.cnbc.com/2019/01/10/vermont-will-pay-you-10000-to-move-there-and-work-remotely---.html), as long as your company is based outside of the state. ## 4. More Focus on Cybersecurity for Mobile Workers The growth of the mobile workforce presents unique challenges for cybersecurity. Employees who are working outside the office are [more likely to](https://www.comparitech.com/blog/information-security/security-remote-working/): - Connect to unsecured WiFi networks - Discuss sensitive information via chat or email - Mix personal and professional equipment, software, and data - Try to resolve their own IT issues - Be victim of “shoulder surfing,” where someone looks over the worker’s shoulder to get information without ever touching or hacking the device - Have hardware stolen As a result of these risks, [more than one-third](https://openvpn.net/remote-workforce-cybersecurity-quick-poll/) of companies have experienced a security incident due to some type of unsecured remote work. In 2020 and beyond, expect more companies to roll out [remote work policies](https://securityintelligence.com/employees-are-working-from-home-do-you-know-where-your-remote-work-policy-is/) that dictate: - How company-owned equipment should be used - How personal electronic devices should be used - How company tools should be used (i.e. document sharing platforms, apps, video conferencing platforms, chat tools, project management systems, etc.) - How sensitive data should be shared or encrypted - Specific steps to take after a security event or a breach - How often to update operating systems, applications, networking software, security tools, etc. - How to use password managers, multi-factor authentication, or virtual private networks (VPNs) For companies that already have a remote work policy in place, expect updates and enhancements in 2020 and beyond. Cybersecurity is an evolving field, and companies will need new tools and processes to defend against the next generation of threats to company data. Also, look for companies to invest in more ongoing cybersecurity training. The typical model of a one-size-fits-all training session delivered yearly is not enough for mobile employees to retain and apply cybersecurity principles in everyday work. Expect more companies to use new learning techniques like simulations and games (which are currently only used by [31% and 14% of UK companies](https://www.axelos.com/news/uk-organization-cyber-awareness-needs-to-enter-21c), respectively) to reinforce training and processes. ## 5. Evolving Definitions of Employees and Contractors Contractors and contingent workers are a key part of the mobile workforce at many companies. They benefit from flexible work arrangements that can scale up or down as needed, but they don’t receive the same benefits as full-time employees (and often have trouble accessing employee-facing systems or information). Organizations that use a mix of contractors and full-time employees to reach their customers face [unique mobile workforce management challenges](https://www.hrmagazine.co.uk/article-details/how-to-manage-your-mobile-workers): supporting different schedule requirements, system access, and employee engagement needs for each group. The future of mobile workforce management for contractors and employees will depend on how each category is defined. California [passed a law in September 2019](https://www.latimes.com/business/story/2019-09-27/ab5-independent-contractors-how-businesses-are-responding) requiring companies to treat contractors as employees unless the contractors are performing work “outside the usual course of a company’s business.” It remains to be seen how this will play out for companies with a large contractor base, but since California is often a leader in U.S. employment laws, the new law has the potential to [transform the gig economy](https://www.forbes.com/sites/robertwood/2019/09/12/its-not-just-uber-ca-bill-could-transform-tricky-tax--legal-rules-on-independent-contractors/#bd55f344ad15). To stay competitive in 2020 and beyond, companies need robust systems that can manage the needs of both contractors and employees. This allows for better information-sharing, more collaboration, and a better experience for contractors and employees alike. Mobile workforce management systems need to be flexible enough to work for both groups, but robust enough to reflect important legal differences between employees and contractors. ## Preparing for the Future of Mobile Workforce Management The coming year will bring many interesting developments in mobile workforce management—improved employee engagement and mental health awareness, increased focus on cybersecurity, and more definition around the roles of employees and contractors. With the right mobile workforce management platform, you can set yourself up for success in an increasingly remote, collaborative, and mobile-first environment. [Request a demo](https://www.skedulo.com/learn/mwm-overview/) to see how Skedulo can help you better support your mobile workers. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/" type: "blogPost" title: "10 KPIs You Should Be Tracking to Improve Workforce Visibility" author: "Trevor Morrison" date: "2018-06-10" description: "Workforce visibility is key to understanding your mobile workforce. KPIs like utilization, on-time arrivals, and travel time can help you improve it." lastmod: "2020-05-20" --- # 10 KPIs You Should Be Tracking to Improve Workforce Visibility Published June 10, 2018 · Updated May 20, 2020 · By Trevor Morrison · 5 min read One of the biggest challenges for a mobile workforce is keeping track of where, when, and how well your mobile workers are providing service. But choosing the right KPIs can make all the difference. “Workforce visibility,” a.k.a. a clear view of the makeup and daily activities of your workforce, is a key part of tracking and improving mobile workforce performance. True workforce visibility includes historical data like employee skills, experience, and tenure, as well as real-time data on employee locations, capacity, and work in progress. When you understand the makeup of your workforce, as well as where they are throughout the day, you can take steps to make things easier for your employees and better for your customers—even when you’re busy [managing multiple, complex projects](https://www.skedulo.com/blog/managing-multiple-projects-who-is-right-for-the-job/). Here are some key performance indicators (KPIs) you should track to improve your own workforce visibility: ## Travel KPIs Response time: Certain field service operations, particularly repair services for large equipment, depend on swift response times for last-minute appointments. Whether you’re repairing refrigerators, HVAC systems, plumbing systems, industrial items, or other equipment, it’s important to measure how long it takes from the initial call to the technician’s arrival. Travel time and distance: Every minute your workers spend on the road costs money: fuel costs, wear and tear or vehicles, depreciation, and time spent away from the job site. Be sure to measure average travel time and average travel distance for each member of your mobile workforce. Also keep track of fuel costs, as well as estimated wear and tear/depreciation, to get the full picture of travel costs to your organization. Measuring travel time and distance will also help you spot outliers—and therefore, opportunities to be more efficient. If certain employees are spending more time on the road than others, now you have the data to dig deeper and identify what’s causing them to travel further or spend too long in the car. On-time arrivals: Today’s field service landscape is highly competitive, and customers know they don’t have to settle for a 4-hour service window. Field service providers should strive to provide precise appointment times, not “estimated service windows.” The margin of error is much larger for a precise appointment time than for a long service window, which means you must diligently track how well you meet these appointment times. Track your percentage of on-time arrivals to see if you are meeting your targets and identify variables that are affecting your arrival times. ## Service KPIs Customer satisfaction: When your service is delivered in customers’ homes, offices, and other personal spaces, [their satisfaction is key to your success](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). You can use on-site surveys, follow-up emails, phone calls, or even chatbots to gauge how satisfied customers are; if possible, improve your response rates by giving customers several different ways to provide feedback. You can collect even more valuable data by gauging customer satisfaction at different points of the process, including before and after service, to identify where your strengths and weaknesses are throughout the [customer journey](https://www.skedulo.com/blog/master-the-customer-journey-with-mobile-workforce/). Length of appointment or service: Whether it’s the time it takes to repair a piece of equipment or provide treatment to a patient, the length of time it takes to deliver service is a crucial performance indicator. Track the time each worker spends at the job site to identify potential training needs, unique client situations that lead to longer appointments, or product serviceability issues that may affect the same type of equipment at other job sites. ## Scheduling KPIs Time to schedule: If your work is scheduled out in advance, [time to schedule is an important metric](https://smallbusinessesdoitbetter.com/2013/09/how-staff-scheduling-affects-customer-service/). When customers’ appointments are booked faster, customers are more pleased with your service and mobile workers know what to expect in their day-to-day work. Monitor time-to-schedule as a KPI and see if you can book appointments faster or spot variance in scheduling processes among administrative staff. Overtime: Track the overtime hours being logged to spot trends in workforce performance and productivity. Make sure to account for any business priorities that led to increased overtime, such as a sales push, bigger workload, or expanded territory. The results may lead you to hire additional team members, spread out the work more evenly, or proactively prevent burnout. ## Mobile Workforce Performance KPIs Job completion rate: Follow-up visits and rework quickly drain time and resources from a mobile workforce. Completing jobs on the first try means higher customer satisfaction, more efficient field service work, and happier employees. Track how many jobs your mobile workers are completing per day, per week, and per month to start, but also track how many jobs mobile workers are completing in a given time frame compared to others. Are there certain mobile workers who are completing fewer jobs than others? Is there a different job role, travel issue, knowledge requirement, or another factor that’s causing these jobs to move slower? Analyze your data to see how you can replicate the speedy resolutions and cut down on the slower ones. Utilization: How much time is the mobile worker spending on actual service delivery vs. travel vs. administrative tasks (filling out paperwork, talking with teammates or managers, attending meetings, etc.)? Is the mobile worker being used to their fullest potential, or are they sitting around waiting for new jobs to come in? [Employee utilization](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/) is typically calculated by dividing billable hours by the available hours; in other words, if a home healthcare nurse bills 20 hours of client work in a 40-hour work week, the utilization rate is 50%. This is a key metric for mobile workforces, but it’s important to not stop there: a [great mobile workforce management system](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) should help you optimize for employee utilization, but also customer retention, employee retention, cost reduction, and other business priorities. Service level agreement compliance: Especially for field service companies, service level agreements (SLAs) are crucial to consistent, high-quality service. Keep track of how often you’re reaching (or not reaching) your SLAs so you can take corrective action before it affects customer satisfaction and/or revenue. ## Using Your KPIs for Success Your KPIs are only as valuable as the business goals behind them. Make sure the data you track is consistent with your organization’s priorities so you can get true value from your KPIs. For example: - **If your goal is [customer retention](https://www.ngdata.com/what-is-customer-retention/)**, prioritize KPIs related to the customer experience: customer satisfaction scores, response time, job completion rate, and on-time arrivals. - **If your goal is employee utilization**, prioritize KPIs related to how your mobile workers perform in the field: number of appointments handled per day, average time per appointment, job completion rate, and other appointment metrics. - **If your goal is cost reduction**, prioritize KPIs that affect your overhead costs: travel time and distance, appointment length, overtime, Tracking your progress over time depends on establishing a strong benchmark for your KPIs. Before you start tracking KPIs, determine a fixed goal that you will compare each metric to, or identify a prior period you will compare data points to for a long-term trend line. In addition, think about how you can be transparent with employees and performance metrics. Workers are more engaged and more satisfied with their work when they know what criteria they’re being judged on, so make sure KPIs are clear and well-defined for mobile workers. Are you ready for a clearer picture of your mobile workforce? Schedule a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/mobile-workforce-vs-telecommuting-vs-remote-work/" type: "blogPost" title: "Deskless Workforce vs. Mobile Workforce vs. Telecommuting vs. Remote Work" author: "Angela Gonzales" date: "2019-11-06" description: "Understand the differences between deskless work, mobile work, remote work, and telecommuting in order to choose the best technology for your employees." lastmod: "2021-05-02" --- # Deskless Workforce vs. Mobile Workforce vs. Telecommuting vs. Remote Work Published November 6, 2019 · Updated May 2, 2021 · By Angela Gonzales · 5 min read The digital revolution has forever changed the way we work, making the era of the 9-to-5 work day and desk-based worker a thing of the past. Thanks to advances in technology, new and flexible methods of working are gaining popularity—telecommuting, remote work, deskless work, and mobile work. But while these terms may seem interchangeable, there are some subtle differences. The deskless workforce largely refers to workers who don't sit at a desk or in front of a computer to do their jobs, and represents 2.7 billion people in the global working population. Mobile workers have their core job take place outside the office, such as at worksites or traveling from one location to another. Telecommuters occasionally work from another location but spend the rest of the time in the office. Remote workers, on the other hand, perform their office-type jobs from another location, such as at home. Each of these approaches requires different capabilities. Understanding which definition applies to your workforce will ensure you [select a technology platform](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) that meets their communication, collaboration, and productivity needs. ## What is the Deskless Workforce? The deskless workforce, estimated to be [80% of all workers globally](http://desklessworkforce2018.com/), refers to jobs that don’t require sitting at a desk or computer in order to be completed. Deskless workers can perform their jobs in a single location or multiple locations during the course of a day, but are referred to as mobile workers if they do the latter. The mobile workforce, which might include [field workers](https://www.skedulo.com/blog/field-workers/) and home health providers, is part of the broader global deskless workforce. Some of the top industries for deskless workers include agriculture, retail, manufacturing, construction/real estate, education, and restaurants/hospitality. These businesses rely on robust scheduling software to ensure that their employees are managed efficiently. These solutions will often include or integrate with payroll or timesheet software to ensure end-to-end management of deskless workforces. Even though they aren’t doing the majority of their work from a computer, deskless workers benefit from digital tools. Devices such as smartphones, tablets, and wearables can help deskless workers accomplish their daily goals. These tools also help to connect deskless workers to each other and the office. So not only can they make workers more productive, but they can build a stronger sense of community among a distributed workforce. As people are increasingly drawn to flexible employment options, there will be a stronger demand for technology solutions built to support the [unique needs and challenges](https://www.skedulo.com/learn/deskless-workers/) that face these deskless workers. ## What is the Mobile Workforce? The term “mobile workforce” usually describes work that can be done outside the office. More specifically, it describes jobs in which a worker starts out in one geographic location and ends up in another, or travels between multiple locations in a typical workday. Home services, healthcare, IT, utilities, and construction are just a few of the industries in which mobile workers are essential. People in these roles spend nearly all their time outside the office and rely exclusively on mobile devices to interact with customers, partners, suppliers, or their home office. If your workforce is primarily mobile, you need technology that offers real-time visibility into how everyone is working—when they arrive at a job, when they finish, when they are in route to the next location, etc. The ability to assign jobs based on a worker’s skills, certifications, location, and customer preferences can ensures you [send the right person to the job](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/). With [mobile workforce management](https://www.skedulo.com/learn/mwm-overview/), companies can allocate jobs based on the factors that mean the most to the business, whether it’s customer satisfaction, fast service, employee satisfaction, cost reduction, or another KPI. When effective technology is put in place, administrators and dispatchers can group appointments by location, send real-time scheduling updates, and keep mobile workers informed throughout the work day, no matter where they are. Learn how mobile workforce management software can [help your workforce](https://www.skedulo.com/blog/what-is-deskless-productivity-software/). Or request a demo today. ## What is Telecommuting? Telecommuting is a broad term for any type of work performed outside of a traditional office setting. Employees in this category usually work several days a week from home or a location close to home, such as a coffee shop or library. Rather than traveling to the office, telecommuters rely on phones, chat, and email to keep in touch with coworkers, clients, and employers. While telecommuting usually refers to a situation in which a worker is regularly off-site, it is sometimes used to describe a temporary situation, such as when someone will be working from home for a few days or while at a professional conference. Telecommuting, also called telework, is an increasingly popular way to offer flexible work arrangements. The number of U.S. telecommuters has [increased by 115%](https://www.workflexibility.org/state-of-telecommuting-us-2017/) in the past 10 years, with nearly 4 million employees working from home at least half the time. Jobs requiring only a computer and phone are the most common types of telecommuting positions. Examples include roles such as software engineer, financial analyst, web designer, or writer. For telecommuters, it’s important to have a project management system and collaboration tools (like group chat) that allows them to work from anywhere with a reliable internet connection. Depending on the specific role and the employee’s circumstances, a telecommuter may also need access to wireless hotspots or other technology that helps keep work moving when internet is unreliable or unavailable. ## What is Remote Work? As the term implies, remote work is performed away from the office in a location that is usually geographically distant from the employer’s office—sometimes even in a different state or country. Remote jobs might involve working from home or a coworking space, depending on the role. Some remote jobs involve a combination of home-based and occasional office-based work. Employees may be permanent, [contractors](https://www.skedulo.com/blog/rise-1099-mobile-workforce/), or freelancers. Typical remote jobs include positions in customer service, sales, marketing, communications, and information technology. People in these roles frequently need access to enterprise systems—such as customer relationship management (CRM) or marketing automation systems—so they can customize interactions with customers. Office productivity tools, such as time tracking, reporting, and invoicing, can also keep remote workers organized and efficient from a distance, along with project tracking, messaging apps, and document sharing. ## Discover Mobile Workforce Management The U.S. mobile worker population is predicted to reach [105 million by 2020.](https://www.businesswire.com/news/home/20150623005073/en/IDC-Forecasts-U.S.-Mobile-Worker-Population-Surpass) This explosive growth presents challenges for companies, but enabling a mobile workforce also delivers benefits like higher employee and customer satisfaction, improved productivity, and lower costs. [Mobile workforce management (MWM)](https://www.skedulo.com/learn/mwm-best-practices/) solutions are designed to help companies manage employees in the field more effectively. With the right software, you can automate complex business processes while empowering mobile workers to work smarter by accessing the tools and information they truly need—all of which has a powerful impact on your bottom line. Skedulo is the intelligent mobile workforce management platform that reduces complexity, lowers operating costs, and provides better visibility into your business, no matter what business you’re in. If you’re ready to see how mobile workforce management can revolutionize the way you schedule, track, support, and manage your employees in the field, check out Skedulo’s [mobile workforce management platform](https://www.skedulo.com/learn/mwm-overview/). ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/modern-field-service-management-insurance-scheduling/" type: "blogPost" title: "Insurance Scheduling: Why Traditional Field Service Management Fails" author: "Joe Chapman" date: "2022-02-25" description: "Insurance companies need the right solution to streamline operations, eliminate inefficiencies, and boost revenue. Learn how field service management can help" lastmod: "2022-05-10" --- # Insurance Scheduling: Why Traditional Field Service Management Fails Published February 25, 2022 · Updated May 10, 2022 · By Joe Chapman · 7 min read Digital transformation has completely changed the way organisations in every industry deliver their products and services—and those that operate in the insurance space are no exception. The promise of optimised processes, digitised administration, a streamlined appointment booking process, and data-backed business insights have captivated insurance companies and inspired them to adopt a more digitally-minded approach. But many insurance businesses struggle to keep up with ever-evolving technologies, implement truly dat a-driven processes, and meet increasing customer expectations. They often invest in a variety of disparate tools to mitigate these challenges, but doing so typically results in unintentional tool sprawl, data silos, operational inefficiencies, and a poor employee and customer experience. An intelligent booking process (backed by powerful tools) can eliminate time-consuming manual tasks and offer greater autonomy for insurance sales advisors and consultants in the field. With the right [field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/) solution, insurance organisations can more easily scale their operations, drive employee satisfaction, and offer total workforce visibility; enabling companies to make meaningful operational improvements that impact their bottom line. ## Trends and Challenges Shaping the Insurance Industry Organisations operating in today’s insurance landscape face a variety of challenges that threaten their ability to provide cost-effective, satisfactory experiences and make valuable, insights-backed business improvements. Some common challenges include: ### Scaling operations As insurance companies look to grow their business and scale up their success, they often patch together a variety of [seemingly cost-effective tools](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/) (e.g. Excel, Google Sheets, etc.) for scheduling sales advisors’ appointments. They build multiple versions of those schedules as things change and as scheduling conflicts arise. But here’s the thing: Decentralised, offline, or [manual scheduling](https://www.skedulo.com/blog/) methods inevitably lead to confusion and errors, especially as the organisation grows. They don’t enable up-to-date messaging with employees, so everything must be transferred to text, emails, or phone calls. Couple that with the fact that these appointments can be delivered in person, via phone, or virtually, and the [booking process](https://www.skedulo.com/blog/digital-transformation-field-service/) becomes a complicated mess. It’s a time-consuming, error-prone loop, as operating multiple systems at once diminishes the effectiveness of each system and increases the likelihood of mistakes with each data transfer. So as the operation scales, sales advisors (and partners who book appointments on their behalf when cross-selling products) find it difficult—if not impossible—to remain [productive and efficient](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/). Effective, streamlined back-office processes are essential to successful scaling, but that requires consolidating operations and modernising the technologies that employees rely upon. Inflexible legacy systems just won’t cut it, which is why [21% of insurance organisations](https://assets.kpmg/content/dam/kpmg/xx/pdf/2019/03/operational-excellence-report-2019.pdf) plan to invest in efficient data transformations. Systems integrations that support operational processes are crucial for eliminating redundant, costly processes, and those that fail to implement integration initiatives will likely fall behind their competitors. ### Offering worker autonomy Sales advisors want greater control over how they manage their availability, pick up assignments, and swap bookings with their colleagues. This desire to work autonomously has only grown as more and more organisations shift to a remote or hyper-hybrid working environment. Increasingly, employees expect to shape their schedule and working hours. Without the right systems and tools in place, organisations can’t [empower their employees](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) to control their availability and working hours. Instead, they’re ill-equipped to handle dynamic, increasingly complex work environments and lack the technology needed to support independence. In fact, only [6% of organisations](https://www.skedulo.com/blog/announcing-the-state-of-deskless-work-q4-2021-research-report/) feel their deskless workforce is “very autonomous” and less than one-in-ten workers feel they have a high degree of control over their schedules. Although 97% of organisations recognise that increased worker autonomy would improve retention, empowering their employees with tools to extend their capabilities and support that autonomy is still a low strategic priority. Competitive insurance organisations should take note; as the incentive of flexible employment can improve retention and reduce the cost of attrition. ### Ensuring consistent data Many insurance companies still leverage disparate systems and processes across operations, but disconnected tools and workflows hinder the productivity of their workforce. Plus, it makes it difficult to properly collect, manage, and report on data, leading to limited [operational visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/). Without that visibility, it’s incredibly difficult for insurance companies to understand where they have shortcomings and where there might be opportunities for growth. To make informed decisions about the business, insurance organisations need consistent, seamless access to the right data. Static monthly or quarterly reports (which take a significant amount of time to consolidate and build) simply aren’t enough to make meaningful, timely decisions that improve operational efficiency, enhance the customer experience, and increase the bottom line. ### Streamlining the booking process For many insurance companies, scheduling sales advisors and consultants who speak to new and existing customers in the field means navigating analog operations. Both back-office employees and deskless workers must toggle between a variety of apps to access and update schedules, modify appointments, and notify each other of incoming assignments. Schedulers often use outdated tools—like spreadsheets—to search for field agents/advisors’ locations, workloads, skill sets, and more, which makes it difficult and time-consuming to book the right person for the right job. Once they do find the right person for an appointment, the field agents/advisor wastes valuable time finding the best route for the job, digging through systems for customer information, and searching for other relevant resources. Inefficiencies in the booking process impact the number of appointments a team can viably schedule and fulfill. What’s more, they diminish [productivity](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) and create frustration for employees, ultimately increasing turnover rates. ## Benefits of Field Service Management for Insurance Companies In order to eliminate inefficiencies, improve employee satisfaction, and boost revenue, insurance companies need powerful solutions that help them overcome their operational challenges. Forward-thinking insurance organizations have thus started investing in field service management software, which offers a variety of key benefits: ### Reliable service through efficient scheduling The right [field service management](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/) solution can help schedulers optimise appointment scheduling based on sales’ proximity, availability, or skill set. Instead of working from static, outdated spreadsheets or other manual tools, staff schedulers have a real-time, dynamic view of their workforce, enabling them to streamline the scheduling process. Within a field service application, the scheduling engine accounts for various factors (e.g. current location, workloads, team member certifications, etc.), so schedulers can quickly analyse their options and identify which salesperson is most appropriate for each job. Plus, modern tools can even schedule the appointment automatically or help the scheduler leverage up-to-date, accurate information to then create the assignment themselves. The result is a more [efficient, reliable scheduling process](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) that ensures accurate booking every time. And since powerful field service management solutions offer mobile-first capabilities, sales advisors can access and adjust their schedules while they’re in the field, even offline. This increases their level of autonomy, too, since they no longer need to rely on back-office schedulers to reject or accept appointments or manage their availability. Consultants are more productive, independent, and satisfied with their daily work. ### Optimise routes and task time management In addition to easier scheduling, a modern field service management solution can help insurance organisations optimise routing for field adjusters and sales advisors. Instead of having to switch between their work platform, communication tools, and navigation apps, workers in the field can instantly access up-to-date routes from one centralised app that get them to the next appointment as quickly as possible. The right FSM software takes into account a variety of routing factors (like traffic, detours, construction, etc.) to ensure field sales advisors maximise their travel time and minimise mileage. This reduces time spent on the road, decreases travel costs, and improves worker safety, since they no longer need to toggle between apps while driving to determine how to get to the next customer. ### Real-time updates and schedule changes For most insurance organisations, sales advisors and consultants who spend their days in the field speaking with new and existing customers act as the operation’s profit center. The process drives new revenue, but only if it’s optimized for efficiency. Streamlining the booking process with [automated scheduling software](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) is a great start, but insurance companies also need an intelligent field service management solution that optimises the end-to-end process. A strong solution does both; with tools that enable schedulers and sales advisors to seamlessly book _and_ update appointments (whether in-person, via phone calls, or virtual) in real-time. Plus, it allows partners—like banks—to book appointments on their behalf for cross-selling products. Field sales advisors have instant, centralized access to up-to-date schedules, so they can intelligently fill their diaries with high-quality leads. They’re supported by a mobile app that enables them to access notes prior to and during meetings, digitise administration, and improve their close rates. Schedulers in the back-office have a real-time, detailed understanding of advisors’ workloads, locations, and availability, so they can better accommodate and serve their customer base. ## Intelligent Field Service Management for Insurance Companies As insurance companies continue their digital transformation initiatives in an effort to optimise operations, scale growth, and boost revenue, they must implement the right tools for support. Without technology that consolidates their disparate systems and processes, streamlines the booking process, improves workforce visibility, and empowers employees to work autonomously, they’ll likely struggle to keep up with their more innovative competitors. [Skedulo’s field service management software](https://www.skedulo.com/product/field-scheduling/) is a flexible platform that can be used across the entire organisation. With mobile-first tools that automate scheduling, reduce time-consuming administrative tasks, optimise routing, and improve data collection for more accurate reporting, insurance companies can increase operational visibility for greater efficiency and revenue. Learn more about how to choose [the right field service management system](https://www.skedulo.com/resources/how-to-master-field-service-evolution/) for your team, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/multi-location-vs-fixed-location-scheduling-differences-challenges-and-solutions/" type: "blogPost" title: "Multi-location vs. Fixed Location Scheduling: Differences, Challenges, and Solutions" author: "Craig Panigiris" date: "2022-02-28" description: "Scheduling deskless workers across several locations brings unique challenges. Learn how the right software helps and the essential features to look for." lastmod: "2022-02-28" --- # Multi-location vs. Fixed Location Scheduling: Differences, Challenges, and Solutions Published February 28, 2022 · By Craig Panigiris · 9 min read Effective scheduling is a complex—albeit crucial—part of managing a mobile workforce. It's an even more challenging process for organizations that need to schedule for multiple locations simultaneously. While companies with a fixed-location workforce certainly struggle with scheduling challenges of their own, businesses that employ multi-location workers face unique obstacles within the scheduling process. Issues in workforce visibility, proper job-to-resource matching, routing, communication, and more hinder a business’s ability to efficiently schedule deskless workers at various locations. Intelligent scheduling software can mitigate these challenges, but choosing the right tool is often a confusing, laborious task. Organizations often invest in a slew of technologies in an effort to optimize the scheduling process. But disconnected and decentralized solutions can negatively impact multi-location scheduling, creating workflow bottlenecks that hinder deskless workers’ productivity and damage employee and customer satisfaction. In order to compare and choose the best software to schedule a deskless workforce that serves multiple locations, an organization must first understand available software features, what those features actually do, and which ones are crucial (or extraneous) for their unique use case. ## How Multi-location and Fixed-location Scheduling Differs As businesses evaluate workforce scheduling solutions, it’s important to recognize the distinct differences between their operational challenges and goals. Scheduling platforms built for companies with a multi-location workforce likely aren’t the best fit for those with a fixed-location workforce, as each contends with highly specific pain points. ### Challenges of fixed location scheduling Fixed-location work typically refers to shift-based appointments in a single, recurring setting. One example of this is a healthcare provider that manages and schedules a large pool of resources who work shifts in a hospital, but who aren’t traditional, desk-based employees. This might also mean scheduling commercial HVAC installation or maintenance services over an extended period of time (e.g. a week, several weeks, or even a month). The challenges of managing fixed-location employees include providing fair, equitable scheduling for recurring work patterns, ensuring on-site tech access, and planning to capacity. These issues are often exacerbated when employees call in sick and the organization must quickly facilitate staff movements to balance capacity and keep shifts staffed. A fixed-location workforce needs a scheduling solution that can help schedulers manage capacity, handle exceptions and employee reallocation, and ensure compliance. Without these crucial capabilities, businesses with fixed-location workers will likely struggle to achieve or maintain the workforce visibility and efficiency required for success. ### Challenges of multi- location scheduling Mobile, multi-location workers, on the other hand, typically travel from one job site to the next on a regular basis. This might include home healthcare nurses who travel to each patient’s home to provide services, or field service technicians who conduct their work at different customer sites each day. Organizations that schedule workers at multiple locations commonly struggle with logistical challenges, like moving employees from one appointment to the next. It’s an inherent obstacle for deskless workers who deliver services in a variety of places, as traveling from job to job (and arriving on time) depends on many outside factors—like traffic, weather, road construction, etc. Unlike the recurring patterns we see in fixed-location work, multi-location workers frequently receive ad hoc appointment requests, which must be properly scheduled and traveled to at the drop of a hat. Complexities in workers’ locations, up-to-date availability, routing, and communication can quickly accumulate, resulting in scheduling inefficiencies. A multi-location workforce, then, needs a scheduling solution that’s built with these unique challenges in mind. Software that supports the needs of a fixed-location workforce simply doesn’t provide the distinct capabilities required to efficiently manage and schedule deskless workers who travel to various locations to deliver services. ## Essential Capabilities of Multi-location Scheduling Software As is the case with any type of technology, not all multi-location scheduling software is built equally. To ensure your team has everything they need for an [efficient, location-based scheduling process](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), leverage a tool that offers: ### Intelligent, automated scheduling and dispatching [A manual scheduling and dispatching process](https://www.skedulo.com/resources/) is time-intensive, repetitive, and burdensome for already-busy staff schedulers. It’s also error-prone, as matching the right deskless worker to the right job (based on skill set, location, preference, job history, etc.) requires an intricate, up-to-date understanding of where employees currently are, where they’re headed next, how long it will take them, for which jobs they’re best suited, and more. Traditional tools, like spreadsheets, just don’t offer the dynamic capabilities needed to efficiently schedule numerous mobile workers at different locations in any given moment. Because multi-location work often consists of impromptu appointments at customer sites where employees have never been, deskless workers need tools that get them there quickly and safely. They need a scheduling solution that takes into account outside factors (e.g. traffic, weather, construction delays, etc.) so they can get from one job to the next; without having to toggle between their work and navigation apps while driving. Businesses need a multi-location scheduling tool that enables them to see when and where work is being completed to better understand job status, worker trends, and overall team output. As you evaluate your scheduling software options, look for a tool that automates the scheduling and dispatching process. Some platforms enable teams to set up constraints and business logic that are fully customized to broader goals and objectives. [Intelligent automation](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) instantly matches the best resource to the job, every time, and optimizes routes to reduce total travel distance or time spent on the road. Modern tools even support building flexible activities into schedules by allowing managers to define breaks (e.g. a 30-minute lunch break anywhere between 11:30am and 1:00pm) and encourage a healthy work-life balance. ### Mobile-first capabilities and real-time updates If your deskless workers and staff schedulers still need multiple, disparate tools to create and access schedules, communicate updates, and find relevant job information, they’re at a disadvantage to better-prepared competitors. In fact, one study showed that [67% of people](https://www.businesswire.com/news/home/20170918005033/en/Information-App-Overload-Hurts-Worker-Productivity-Focus) claim it would be easier to focus on their work if all of their most relevant information was shown in a single place. It’s vital for mobile workforce organizations (especially those that schedule for different locations) to empower employees with everything they need _when _and _where _they need it. Requiring workers to toggle between a scheduling app, navigation tool, email, text messages, phone calls, and more is a frustrating waste of time. Multi-location deskless workers frequently arrive at appointment sites they’ve never seen, which means it’s not uncommon for them to face issues in accessing the right people, technology, entrances, and resources they need once they get there. Thus, they need intuitive, effective communication tools that empower them to reach out to both the back-office and the customer for answers at a moment’s notice. A mobile-first scheduling tool provides them with contact and job site information in a single place, so they can actually access everything they need once they arrive. Your multi-location scheduling tool should offer a user-friendly mobile app that sends SMS and push notifications to deskless workers for real-time job updates. Mobile-first technologies enable your workforce to deliver exceptional service on-the-go and significantly reduce the time otherwise spent digging for information or reaching out for updates. With robust capabilities for instant communication and sharing critical job details, mobile workers and back-office employees can securely send crucial data to one another quickly and seamlessly—all in a single, centralized place. The result is a happier, [more productive workforce](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) and a more effective, efficient mobile workforce operation. ### Configurability, APIs, and integrations with your tech stack Some multi-location scheduling tools don’t integrate with existing systems of record, which creates data silos, hinders your insights into workforce capacity, and limits your ability to create an excellent, customized customer experience. Your current systems (e.g. HR, [ERP,](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) and CRM platforms) collect and store crucial business information; so if your scheduling software doesn’t communicate with each, you’re likely missing out interoperable data that can help you streamline operations, reduce costs, and identify ways to boost workflow efficiency and [customer satisfaction](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). Look for scheduling software that easily connects with your [other systems of record](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) or proprietary apps to ensure data flows across users and technologies. Your tool should offer [APIs that help you quickly build your own apps](https://www.skedulo.com/platform/integrations/) that are tailored to your unique brand, so your customers can seamlessly book their own appointments, receive real-time updates, and track accurate arrival times. Some technologies even allow you to configure specific scheduling requirements—like the number of resources needed at a location, required skills to complete the job, and more—for each appointment, so you know you’re always sending qualified, prepared workers who are ready to [delight your customers](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). ### Centralized platform for visibility into the entire workforce Properly scheduling your deskless workers to various locations is difficult (if not impossible) if you don’t have complete transparency into their current locations, availability, or skill sets. What’s more, without [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/), it’s challenging to keep up with fluctuating client demand, leading to issues in premature worker burnout, underutilization, and inadequate customer service. This is especially difficult for multi-location workers, since their most vital job details (e.g. where they complete their work, what work they complete, how long it takes to complete each job) are ever-changing. And since organizations with a multi-location workforce often receive ad hoc or last-minute customer appointment requests, they need scheduling tools that help their teams stay on top of those dynamic factors. Competitive mobile workforce organizations have started investing in centralized scheduling software that provides analytics tools, which enable them to use key insights to improve operational efficiency, better match resources to specific jobs and locations, and make strategic decisions ott grow the business. By increasing [workforce visibility](https://www.skedulo.com/blog/5-ways-workforce-visibility-can-transform-customer-service/) through a centralized system, staff schedulers can easily send deskless workers to where they’re most needed (based on skills, certifications, availability, and more), to ensure quality service every time. For instance, an in-home [behavioral health service provider](https://www.skedulo.com/industries/healthcare-human-services/behavioral-health/) can match their most skilled workers to the most complex appointments, while sending novice employees to more straight-forward jobs. Plus, a centralized platform helps businesses better identify and predict periods of increased or decreased demand, so they can better plan and budget for resource and hiring needs. Team members always have access to accurate, real-time data that reflects customer needs against worker availability and broader business objectives. ## Manage Complex Scheduling and Rostering with Skedulo [Skedulo’s powerful multi-location scheduling and rostering software](https://www.skedulo.com/product/shift-scheduling/) meets all the essential requirements needed for a more efficient workforce—and more satisfied customers. The centralized platform makes it easy to manage your entire deskless or blended workforce, regardless of where they work. It helps teams overcome the complexities of scheduling at various locations, with tools for automated scheduling and dispatching, route optimization, accurate forecasting, and more; all in a user-friendly mobile app. Unlike other scheduling systems, Skedulo is built with the deskless workforce in mind and prioritizes the unique needs of organizations that must schedule their workers to different job sites. The platform can be seamlessly integrated with existing systems, easily configured to specific business requirements, and tailored to optimize an organization’s complex mobile workforce operation. In the midst of the COVID-19 pandemic, for example, Skedulo’s high-capacity scheduling software helped [BioReference Laboratories to quickly scale their testing efforts](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/). Since the sheer volume of appointment bookings threatened BioReference Laboratories ability to meet testing needs across multiple U.S. states, they needed a robust solution for effective, safe, and flexible scheduling. Skedulo’s comprehensive scheduling solution enabled BioReference Laboratories to: - Offer self-service customer appointment booking, based on location and time-slot availability - Automatically send confirmation and appointment reminders to customers - Share a unique QR code associated with each person’s booking details, so testing check-in remained contact-free and complied with social distancing guidelines - Eliminate the need for manual data entry to accelerate the testing process With Skedulo’s intelligent software solution, BioReference Laboratories was able to manage more than 4 million appointments across more than 17 testing centers, using hundreds of staff. They were able to manage and optimize for the complexities of high-capacity, multi-location scheduling during COVID-19 to conduct safe, effective testing. ## Start Efficiently Scheduling Your Mobile Workforce Today Efficient scheduling of your deskless workforce across numerous locations is essential for ensuring proper workforce utilization, meeting (or exceeding) employee and customer expectations, and boosting worker productivity. But to get it right, you need a tool that integrates with your existing systems to improve workforce transparency and streamline operations. Skedulo’s robust scheduling and dispatching software helps organizations seamlessly schedule deskless workers at various locations, with tools for proper job matching, optimized routing, and real-time communication. The centralized, mobile-first platform ensures teams have everything they need to deliver [exceptional customer experiences](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/)—and offers critical business insights for improving workflows, reducing inefficiencies, and driving further growth. Learn more about how the right scheduling tool can [impact your deskless workers, your customers, and your business](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/mwm-vs-hr-payroll/" type: "blogPost" title: "Mobile Workforce Management VS HR/Payroll Systems" author: "Trevor Morrison" date: "2018-02-06" description: "Enjoy this easy read on how to identify when you have problems that require a mobile workforce management solution or an HR and payroll solution." lastmod: "2021-10-22" --- # Mobile Workforce Management VS HR/Payroll Systems Published February 6, 2018 · Updated October 22, 2021 · By Trevor Morrison · 4 min read Technology is evolving so quickly that it can be challenging even for IT pros to stay on top of what’s new. And business partners don’t usually come to IT or CIOs asking for a certain type of software; they just need to show up with a problem or pain points that they want to go away. So when your team shows up with problems that span managing groups of people and getting work done on site with customers, it can take a lot more than a Google search to find the right type of software. That’s why we’re offering this easy read on how to identify when you have problems that require a mobile workforce management solution or an HR and payroll solution. ## What is a Mobile Workforce Management Solution? A mobile workforce management tool not only provides the peace of mind that your workforce will not come to a standstill, but it also provides scheduling, dispatching, management, and automation capabilities to make your mobile teams exceptionally effective. Mobile workforce management solutions make the following processes much easier: - [Create schedules](https://www.skedulo.com/product/field-scheduling/) for mobile employees that match the skills of that worker with the needs of your patients - Dispatch mobile providers to new appointments with optimized routes - Communicate with and update mobile employees in real-time - Perform capacity planning for high-volume or low-volume periods - Track employees en route to different jobs - Log job start, completion and travel time - Track average length of service engagements - Track employee performance against services promised - [Connect with a CRM](https://www.skedulo.com/integrations/salesforce/) or other system of record - Define Job Restrictions inline with Client SLA’s ## What is an HR Payroll System? An HR payroll system is designed to help your organisation manage employee payments, taxes, billable schedules, wage calculation, deduction withholding, delivery of checks, and payment of taxes to the government. If you find the right solution, it requires limited input from employers through automating key steps and queries. These are also helpful when any tax regulations change and need to be immediately implemented. Most solutions of this type should have the following functionality: - **Roster creation** - Factor in the requirements when building the ideal roster, including the required staff, roles, different sites/areas, shift times, staff availability, leave, minimum/maximum values, and cost base. - **Fill-in capacity** - Easily locate and re-assign a new employee to fill-in a rostered allocation. - **Industry award and pay automation** - Award Interpreter that can be tailored to suit specific pay requirements to achieve streamlining and automation of payroll processing, whether it’s industry awards, Enterprise Bargaining Agreements (EBA’s) or custom agreements. - **Payroll integration** - Easy integration with payroll applications for simple automation and management of existing investment in current payroll and accounting tools. A HR/Payroll system works in conjunction with a Mobile Workforce Management tool as it’s usually unable to effectively manage both operations. ## Identifying the source of the Problem Clearly, these solutions are extremely different. So why the confusion? This usually has to do with businesses solving for symptoms instead of root problems. Here’s an example of what we mean. Let’s say a business is having an issue with paychecks. They are getting out late and are sometimes inaccurate, especially for billable workers. And those workers are unhappy as a result. All those pain points--costs, delays, dissatisfaction--are symptoms of something else. They are the results of a much bigger problem that you have in the way your business operates. Before beginning to evaluate solutions, you need to make sure you are solving for the right set of problems, not just treating a symptom that will invariably return. ## Which is the best solution for you? Going back to our paycheck example, there are many possible causes of these pain points. The problem could start and end in the back office, where payroll is processed. Legacy tools, manual or broken processes, or even the way the office is staffed could be the culprit. If you are having a problem with managing and paying billable work, and that problem begins and ends in the back office, a payroll solution may be just what you need. Alternatively, it could be that the real issue begins long before the back office gets involved. When information the back office needs from the field is error-ridden, delayed, or otherwise problematic, then you will have these pains no matter how good your back office systems are. If your business is facing challenges related to managing teams in the field--such as maintaining profiles and data about those employees and contractors, scheduling them effectively, and [collecting data from their work and projects](https://www.skedulo.com/blog/workforce-analytics-for-hr-how-data-can-make-an-impact/) - a mobile workforce management tool could solve those problems and more. Still unsure which solution is right for you? Ask yourself: _How is your HR and payroll process functioning as a service to your employees? Are staff returning rosters with mismatched pay rates and missing annual leave requests? Is this process paper-based and lacking in duty of care?_ On the other hand, _How many customers have you lost due to service complaints? How many returned products or cancellations have you received from dealing with irate customers just wanting their product or service in an appropriate fashion?_ OR _How are your competitors delivering a customer focused service, driven by proactively providing their resources out in the field with the most relevant and up-to-date client information. Using such information to provide streamlined service handling, mitigating and minimizing any previously identified customer specific risks._ Got a question that hasn’t been covered in this blog? Let us know and we’d be happy to provide you with an answer! Looking for other software solutions and want to learn the basics? Download [**‘The Skedulo Guide to NDIS Software’**](https://www.skedulo.com/resources/the-skedulo-guide-to-ndis-software/) that details further information on the above solutions, PLUS Care Management Systems and Content Relationship Management tools. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/need-deskless-productivity-cloud/" type: "blogPost" title: "The Deskless Productivity Cloud: Putting the Needs of Deskless Workers First" author: "Miles Kelly" date: "2020-03-24" description: "The time for The Deskless Productivity Cloud is now. Find out why it’s time to put the needs of deskless workers first." lastmod: "2020-03-24" --- # The Deskless Productivity Cloud: Putting the Needs of Deskless Workers First Published March 24, 2020 · By Miles Kelly · 3 min read I joined Skedulo last year because I was drawn to the opportunity to serve an unserved market. It is with great pride that today, joined by customers, prospects, analysts and partners we declare it is time to recognize the needs of the global deskless workforce. Breakthrough technological advances are often lauded because of their innovative approach in addressing a pain point in the market. But what’s often overlooked is the evolution of the market itself. The perfect environment for a technological breakthrough can be found at the intersection of product innovation, the ability to meet a critical need, and the state of the market. And this ideal environment is now for deskless workers. ### Let’s start with the state of the market According to [Emergence](http://desklessworkforce2018.com/), the deskless workforce is comprised of 2.7 billion people and represents 80% of the global population. This is a huge number. But, the reality is that deskless workers have been the majority of the global workforce for a very long time. The introduction of desks, offices, and cubicles have been far more recent. Almost counterintuitively, very little of the $300 billion spent on business software is targeted to these deskless workers. Why? Well, the market, the environment wasn’t conducive for innovative solutions targeted to these mobile workers. We needed three things: powerful mobile devices, cloud-based applications and services, and networks fast enough to support untethered work. We have these now and the market is ready. ### The critical need Deskless workers generally work in high-touch service industries such as Healthcare, Retail, Safety & Security sales & services, and Non-profit among others. And these deskless workers often have direct customer interaction on a regular basis. This means that their effectiveness at their jobs directly correlates to customer satisfaction and directly impacts their company’s reputation and brand. Organizations haven’t ignored these workers entirely but have offered them solutions that were not purpose-built for mobile work. These include: - Industry-specific applications built for back office work with some capability for deskless workers - Horizontal applications built to address one aspect of a deskless worker’s workflow like individual apps for time & attendance, messaging, workforce management, etc. - Critical business platforms built for desk workers that have extended their functionality to address deskless needs such as CRMs, ERPs, HRIS, etc ### Enter product innovation The need is evident and the market is ready for a category of deskless productivity software that is purpose-built to put the needs of deskless workers first: mobile-first, cloud-based, and comprehensive. Skedulo is excited to introduce The Deskless Productivity Cloud, a breakthrough solution that empowers businesses to manage, engage, and analyze their entire deskless workforce. The Deskless Productivity Cloud is purpose-built to allow organizations across high-touch service industries such as Healthcare, Solar sales & service, Nonprofit, and Retail to meet the needs of their business in five main areas: 1. Manage work and organize the schedules of hundreds of deskless workers both mobile and in facilities or other fixed locations 1. Engage employees and customers through the Skedulo web and mobile applications to encourage collaboration, deliver satisfying experiences, and get more impactful work done 1. Analyze work results and scheduling patterns to intelligently improve service delivery 1. Configure a flexible solution tailored to existing business workstreams 1. Extend the deskless environment to interoperate seamlessly with the surrounding technology ecosystem We are at an unprecedented time where businesses are recognizing the importance of the deskless worker to growth and profitability. To learn more about The Deskless Productivity Cloud, please [read the white paper](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf). To find out if Skedulo may be right for your organization, [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/new-skedulo-optimization-engine/" type: "blogPost" title: "New Product Capability: Create The Optimal Schedule With Skedulo’s Optimization Engine" author: "Laura Przybek" date: "2023-04-19" description: "We are thrilled to announce the launch of Skedulo’s new optimization engine enabling your teams to create an optimal schedule with the push of a button. When building our new optimization engine, we wanted to ensure that our customers would have control over the variables that are considered when…" lastmod: "2023-04-19" --- # New Product Capability: Create The Optimal Schedule With Skedulo’s Optimization Engine Published April 19, 2023 · By Laura Przybek · 2 min read We are thrilled to announce the launch of **Skedulo’s new optimization engine** enabling your teams to create an optimal schedule with the push of a button. When building our new optimization engine, we wanted to ensure that our customers would have control over the variables that are considered when optimizing. Unlike other tools in the market that restrict you to optimizing only based on travel time or schedule availability, our new optimization engine** allows you the flexibility to decide what’s important to your business when optimizing the schedule**. And a key part of that flexibility is optimization recipes—a feature that allows you to adjust settings to more heavily weigh the things that are important to your business when optimizing the schedule. Let’s say what’s critical for your organization is balancing the workload across all of your resources. You can use optimization recipes to ensure that the most important output of the schedule is that jobs are distributed equally across all of your resources. This helps you utilize all of your workforce efficiently and avoid things like unnecessary overtime. Another example of how our beta customers are using our new optimization engine is by taking into consideration the skills of a resource before assigning a job. Let’s say you have a pool of healthcare appointments that need to be scheduled. You have two types of resources that can handle these types of appointments: Licensed Practical Nurses (LPNs) and Registered Nurses (RNs). You can preset the optimization settings using recipes so that the optimization engine intelligently assigns out as many of these appointments to the LPNs, (the less expensive resource), as it can. This flexibility allows you to manage your costs more efficiently. We also know that many of you have challenges with worker retention. One of the frustrations mobile workers cite with their employers is how much time they spend behind the wheel. Our new optimization engine can help you reduce “windshield time” as it takes into account historical traffic data when recommending an optimal route. Your mobile workers will be able to spend more time delivering high quality service to more customers instead of spending that time stuck in traffic. With the power and flexibility to optimize based on what is important to you, organizations can ultimately schedule and handle more appointments more efficiently. A number of our customers are already seeing the benefits after upgrading to our new optimization engine. Customers using our new optimization engine have been able to schedule and complete 64% more jobs. Imagine what being able to complete 64% more jobs could do to your organization's top line. With our new optimization engine, your schedulers will spend less time manually coordinating schedules, your workers will spend less time on the road and more time with customers, and your customers will see the benefits of having service delivered on time, everytime. [Contact us](https://www.skedulo.com/contact/) to learn more about optimizing your scheduling to improve your organization’s efficiency. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/north-american-trends-in-elderly-care/" type: "blogPost" title: "North American Trends in Elderly Care" author: "Bartek Woroniecki" date: "2020-02-02" description: "North American elderly care reflects global trends: more people are aged 65+ and living longer. In Canada, people aged 100+ now number over 10,000." lastmod: "2020-12-16" --- # North American Trends in Elderly Care Published February 2, 2020 · Updated December 16, 2020 · By Bartek Woroniecki · 6 min read The changes in North American elderly care are part of larger demographic trends felt round the world: the number of people aged 65+ is growing steadily, and people are living longer than ever before. In Canada, for instance, the number of people [aged 100+ has crossed 10,000](https://nationalpost.com/news/canada-today-there-are-more-of-us-and-were-getting-older-statistics-show). Elderly care programs are working to cope with this increased demand. Governments are exploring pumping more funds into the system. There is also an unprecedented demand for skilled caregivers, and a corresponding need for technology solutions that can help fill the gap. Here’s a deep dive into the North America region to understand how it manages elderly care, as well as the emerging trends—and sometimes challenges—the industry is facing. ## Elderly Care in the USA: Need Focus on Caregivers and Funding While the U.S. population is aging more slowly than some other countries, the demand for elderly care is on the rise. The number of Americans aged 65+ is expected to increase to [23% by 2060](https://www.prb.org/aging-unitedstates-fact-sheet/). The government provides elderly care through its [Medicare](https://www.medicare.gov/your-medicare-costs/get-help-paying-costs/medicaid) and [Medicaid](https://www.medicaid.gov/) programs. Medicare, the federal health insurance program for Americans aged 65+, does not include coverage for long-term nursing care, assisted living facilities, or custodial care. Most people who need long-term care must buy their own private insurance or dip into retirement savings, which is a significant challenge for low-income and even middle-class seniors. Low-income Americans can access Medicaid, a government and state health insurance program for different groups, including the elderly and disabled. State Medicaid programs also provide for those who need nursing home care, long-term care, or home healthcare. ### Trends in elderly demographics and care in the US Two important elderly care trends have emerged in recent years that require attention. ##### **Caregiver deficit** Caregiving in the U.S. is one of the fastest-growing occupations, with over [1 million new jobs expected by 2026](https://time.com/5529152/elderly-caregiving-baby-boomers-unpaid-caregivers-crisis/). But this growth is threatened by low pay, unsatisfactory working conditions, and [high turnover rates](https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/). Furthermore, long-term care isn’t covered under Medicare, which can lead to family or friends taking on the role of an unpaid caregiver. The contribution of family caregivers has always been underrated. Economically, the estimated value of their services is quantified at a staggering [$500 billion](https://homehealthcarenews.com/2018/07/wsj-as-americas-unpaid-caregiver-network-shrinks-challenges-add-up/). As more baby boomers turn 65, the [unpaid caregiver network is shrinking](https://www.wsj.com/articles/america-is-running-out-of-family-caregivers-just-when-it-needs-them-most-1532094538) and creating a care deficit for the elderly. The psychological impact on caregivers, the [burnout](https://www.helpguide.org/articles/stress/caregiver-stress-and-burnout.htm), change in relationship dynamics, impact on their physical health, and mental health issues—such as depression and anxiety—are often poorly understood and poorly supported, as well. Furthermore, changes to immigration policy can also impact the elderly care sector in the coming years, as immigrants account for [more than 23%](https://www.reuters.com/article/us-health-immigrants-caregivers/immigrants-play-big-role-in-caring-for-elderly-and-disabled-in-us-idUSKCN1T52KK) of the formal and informal healthcare workers in the U.S. ##### **Funding deficit** Funding is a significant issue for the U.S. Medicare spending accounts for [15% of all U.S. federal spending](https://www.kff.org/medicare/issue-brief/the-facts-on-medicare-spending-and-financing/), and the funds are expected to be [depleted by 2026](https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/ReportsTrustFunds/Downloads/TR2019.pdf). Social Security and Medicare expenditures are [expected to increase](https://www.prb.org/aging-unitedstates-fact-sheet/) from a combined 8.7% of gross domestic product in 2019 to 11.8% by 2050. ### How mobile workforce management can help The deficit in caregivers calls for a renewed focus on the needs of home healthcare workers. To [prepare for the future](https://www.skedulo.com/blog/the-future-of-home-healthcare/) of aged care, healthcare organizations will need to address key issues like low wages, inconvenient scheduling, and poor employee satisfaction. Mobile workforce management solutions can make a huge difference in this context. By arming mobile workers with the right technology and information, healthcare businesses can empower them to make quicker decisions, increase efficiency, and deliver a higher quality of care to patients. Often, rigorous schedules give workers the feeling of always scrambling to catch up on work. However, mobile workforce management solutions offer intelligent scheduling that matches caregivers with patients suited to their skillsets and creates schedules based on patient location to reduce transportation costs and time. An increased sense of ownership improves job satisfaction among caregivers and [reduces attrition rates](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/). With respect to the funding deficit, mobile workforce management systems [streamline operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), delivering greater efficiency in scheduling, communication, travel, and more. This increased efficiency translates to cost savings, which is critical in the uncertain future of Medicare and Medicaid funding. **Ready to make your entire team more effective?** ## Elderly Care in Canada: Shifting from Institutionalized to Home Care Population aging is as much of a phenomenon in Canada as the rest of the world, but like the U.S., the aging rate is slower than most other countries. The Canadian population aged 65+ is expected to [rise to 20% by 2023](https://www150.statcan.gc.ca/n1/pub/91-215-x/2018002/sec2-eng.htm), requiring more support for elderly care. [Canada’s health care program](https://www.canada.ca/en/health-canada/services/canada-health-care-system.html), Medicare, is funded through tax payments and is universally available to all permanent Canadian residents. Territories and provinces receive funding from the federal government and are responsible for creating area-wide coverage plans based on the [Canadian Health Act (CHA)](https://www.canadian-healthcare.org/page2.html). Typically, doctor visits and other diagnostic services are insured, but ambulance, over-the-counter medications, dental, and long-term care involve cost sharing. [Elderly care and long-term care services](https://international.commonwealthfund.org/countries/canada/) are supported by the government as part of the CHA only in hospitals. Care at non-hospital facilities such as nursing homes, assisted living facilities, and patients’ homes depend on the discretionary policies and budget allocations of territories and provinces and therefore tend to vary across the country. ### Trends in elderly demographics and care in Canada Due to increased life expectancies and the aging baby boomer generation, Canada’s elderly population is growing at a faster rate than its national population. But the health care system suffers from funding issues and long wait times. There is about [one physician per 1000 people](https://www.aimseducation.edu/blog/us-vs-canadian-healthcare-differences/) and it takes an average of 21 weeks to get to a specialist. Many elderly Canadians receive institutionalized care at the moment, but there is a [shift in demand towards homecare services](https://sba.ubc.ca/blog/industry-overview-home-care-providers-canada). Healthcare businesses have increased spending on homecare by an annualized rate of 3.1% over the previous five years. And by 2023, the country is forecasted to have 3100+ homecare providers. Currently, though, there aren’t enough providers and caregivers. The homecare market is unorganized, with almost 80% of the services provided by unregulated workers with limited skill sets. In 2019, an estimated [5.9 million Canadians](https://www.thechronicleherald.ca/in-depth/health-care-challenges/made-in-canada-solutions-answers-to-seniors-care-challenges-can-start-at-home-327422/) provided care for nearly 1.7 million people aged 65+. Most caregivers still tend to be family members who have to quit their jobs or structure a flexible work arrangement in order to provide support. Due to staff shortages, as well as the fact that many patients need to self-fund their expenses out-of-pocket, approximately [26% of the elderly who require homecare have their needs unmet](https://sba.ubc.ca/blog/industry-overview-home-care-providers-canada). Resolving these issues is important, as [homecare is considered a better option for the future](https://evidencenetwork.ca/canadas-aging-population-and-the-need-for-changes-in-health-care-delivery/) for both meeting needs of elderly patients and reducing overall costs. ### How mobile workforce management can help As the number of homecare businesses continue to increase in the next few years, they need to strive towards [operational excellence](https://www.skedulo.com/blog/achieving-operational-excellence/). They need to optimize their workforce in order to serve more customers, as well as reduce costs and overheads. This is where mobile workforce management systems can pitch in. Mobile workforce management solutions ensure that caregivers’ time isn’t lost to administrative tasks or unnecessary travel time. Instead, the solution aims to create a win-win situation for [patients](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), employees, and healthcare businesses by improving the quality of care, leveraging the skills of practitioners, and reducing the overall spend respectively. ## The Intersection of Technology and Elderly Care As the need for elderly care grows in North America, Canada and the U.S. are looking for better ways to allocate spending for elderly care and keep costs under control. On the other end of the spectrum, there is the issue of finding enough caregivers to provide quality care for the elderly, and keeping those caregivers satisfied and engaged enough to stay. Technology can be the gamechanger here. Advanced technology strategies, such as [remote patient monitoring (RPM)](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/) and [electronic visit verification (EVV)](https://www.skedulo.com/blog/how-to-prepare-evv-requirement/), are being implemented to tackle caregiver deficit. However, it’s mobile workforce management systems that have the potential to play a significant role in this space with the flexibility to address the needs of employees, healthcare organizations, and patients. An intelligent mobile workforce management platform helps healthcare organizations and employees by improving efficiency, training and empowering workers, and providing a better day-to-day work experience. This translates into cost savings, more satisfied employees, and better care for elderly patients. [Book a demo](https://www.skedulo.com/book-a-demo/) with Skedulo today to learn more! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/operations-management-in-healthcare/" type: "blogPost" title: "Operations Management in Healthcare: Strategies to Improve Operations" author: "Ed Backhouse" date: "2026-04-15" description: "Healthcare operations management is crucial for success. Learn how ops management affects quality of care, productivity, and revenue." lastmod: "2026-04-22" --- # Operations Management in Healthcare: Strategies to Improve Operations Published April 15, 2026 · Updated April 22, 2026 · By Ed Backhouse · 11 min read At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… At the [crossroads](https://www.aha.org/fact-sheets/2021-05-26-fact-sheet-strengthening-health-care-workforce) of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing healthcare operations. ### Strategies to improve healthcare operations management: 1. Collect and leverage the right data 1. Offer online, self-service scheduling for patients 1. Improve workforce scheduling 1. Automate wherever possible 1. Enable better communication 1. Adopt mobile-friendly tools that reduce friction for staff 1. Integrate with key systems ## **What is healthcare operations management?** Healthcare operations management oversees the day-to-day processes that impact patient experience and organizational performance. Successful operations management drives better patient outcomes and greater [efficiency](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) for providers. Healthcare operations include key **administrative** functions (employee scheduling, record-keeping), **financial** workflows (budgeting, managing revenue cycles and cash flow), and **quality-of-care** components (compliance, patient support and resources). Altogether, operations management is about how providers equip and manage staff, generate revenue, ensure quality of care, mitigate risk, and support patients throughout the process. ### **The role of healthcare operations directors** Healthcare operations directors and healthcare operations managers advocate for patient outcomes while driving growth through corporate best practices. Success in this role requires proficiency in executive leadership, risk management, data analysis, utilization management, and healthcare information technology. Healthcare operations directors and their staff must: - develop and enforce policies - ensure adherence to compliance and credentialing standards - manage billing, claims, and reimbursement processes - recruit and retain staff and contractors - streamline internal workflows to improve efficiency - identify and implement technologies to improve efficiency and quality of care - replace manual processes with accurate, efficient technologies wherever possible Operations managers in healthcare [face significant challenges](https://docresponse.com/blog/leadership-challenges-in-healthcare/): staffing shortages and turnover, limited funding and resources, [lack of patient access](https://www.skedulo.com/blog/use-technology-to-increase-patient-access-6-strategies-for-healthcare-organizations/) to services, regulatory compliance requirements, rapidly evolving technology, and—underlying all of these—the goal of delivering optimal health outcomes and patient experiences. They respond to these challenges by implementing technologies that streamline strategic management and scale alongside the shifting point of care. ## **Why is healthcare operations management important?** As distributed models of care become more common and the industry [continues to evolve](https://www.skedulo.com/learn/future-healthcare/), operations management is a necessary foundation for healthcare providers. The U.S. spends more than $3 trillion annually on healthcare—but [as much as 30-50% of healthcare spending](https://www.healthcatalyst.com/learn/insights/healthcare-quality-improvement-as-a-business-strategy) could actually be recoverable waste from preventable errors and process inefficiencies, or the efforts to correct them. Operations management **prevents waste** and **improves compliance **by facilitating more consistent, accurate, and effective internal processes. Healthcare has also become more decentralized, driven by patient preferences for mobile care and home care, as well as industry-wide resource constraints. In 2024, [nearly 75 million Americans lived in areas without sufficient healthcare](https://bhw.hrsa.gov/sites/default/files/bureau-health-workforce/state-of-the-health-workforce-report-2024.pdf), driving providers to deliver more care with the same (or fewer) resources. Operations management **ensures optimal resource allocation and workforce utilization **to control costs. Effective operations management **improves communication** and **streamlines patient-facing workflows** such as scheduling, registration, and payment. In the shift from volume-based to value-based reimbursement, providers have new incentives to deliver high-quality care while balancing efficient home healthcare operations. In this way, a [better patient experience](https://www.skedulo.com/blog/healthcare-patient-satisfaction/) drives not only better health outcomes but also better revenue through value-based reimbursements. ## **What are the benefits of successful healthcare operations management?** When healthcare operations managers strategically prioritize process improvements, providers can exceed patient expectations **and** see top performance reflected in their bottom line. Consider measurable outcomes like the following: ### **Better patient experience** Patients are more informed and have [higher expectations for healthcare service](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) than ever. Offering excellent customer service is vital for any business—but it’s essential in healthcare, where every interaction can have significant consequences. Excellent operations management means providers have the tools they need to be on time, well-equipped, and prepared to deliver high-quality patient care in every interaction. By empowering healthcare workers with easy-to-use solutions for communication, data tracking, and appointment scheduling, healthcare operations managers deliver a consistent, high-quality patient experience. This makes it easier to develop long-term provider-patient relationships that secure better outcomes and drive consistent revenue. Delivering a better patient experience takes time and commitment, but [organizations that can do so are more profitable in the face of rising costs](https://www2.deloitte.com/us/en/pages/life-sciences-and-health-care/articles/hospitals-patient-experience.html). ### **Improved healthcare worker productivity** Well-utilized employees are more engaged, satisfied, and productive in their work—and when providers perform better, so do their patients. [Utilization management](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) ensures workers’ time and talents are put to the best use, while minimizing costly non-billable time. It’s up to healthcare operations managers to prevent common productivity roadblocks such as disparate data, siloed processes, and poor communication. When healthcare providers, schedulers, and administrators spend time working around these issues, it wastes time and introduces unnecessary manual work. This leads to data entry and patient verification errors, which can lead to costly, damaging medical errors. Operations managers can reduce and eliminate operational bottlenecks to keep frontline healthcare workers mobile and productive without compromising the quality of care they deliver. ### **Improved bottom line and competitive edge** Improving operational efficiency in healthcare [could yield $130 billion in savings](https://www.mckinsey.com/~/media/mckinsey/industries/healthcare%20systems%20and%20services/our%20insights/strengthening%20health%20cares%20supply%20chain%20a%20five%20step%20plan/building%20new%20strengths%20in%20the%20health%20care%20supply%20chain.ashx), including reduced costs from fewer medical errors. In fact, streamlining healthcare workflows—such as enhancing appointment scheduling and management—helped one health system increase productivity enough to [boost operating margins by $74 million](https://www.healthcatalyst.com/learn/success-stories/improve-physician-productivity). These cost savings stem from simplicity, consistency, and effective technology use. Competitive advantages of stronger operations management include: - **Automated and simplified tasks **- Operations directors streamline recurring manual processes, such as calling to confirm patient appointments, with more accurate solutions, like an automated appointment reminder system. This frees up time for patient-centered work that drives revenue. - **Clear roles and responsibilities** – Sometimes tasks are delayed or missed because no one knows who is responsible. Top-performing healthcare operations workflows illuminate potential trouble areas, reset expectations, and clarify roles to improve operations and increase employee productivity. - **Data-driven insight and innovation** – By collecting and reviewing patient satisfaction and employee engagement data, healthcare ops managers can target underperforming areas. If patients are waiting too long for appointments, they’ll find ways to optimize the scheduling and booking process. If employees are frustrated by long hours, they’ll improve job matching and route optimization to help reduce delays and downtime between appointments. Paying close attention to trends in service delivery (and the supporting data) puts the most successful healthcare operations teams one step ahead of the competition. It also supports an agile, proactive approach to [employee retention and patient satisfaction](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/). - **$130B** — Potential savings from improved operational efficiency in healthcare - **$74M** — Operating margin boost from streamlining workflows at one health system - **30-50%** — Of healthcare spending that could be recoverable waste ## **Strategies to improve healthcare operations management** To meet growing patient demand for more accessible, distributed care, healthcare operations leaders are focusing on **mobile-first, self-service solutions**. With the right technologies, operations teams can more effectively match providers to patients, automate recurring tasks, and control costs. To stay ahead of the curve, healthcare operations teams should prioritize the following: ### **1. Collect and leverage (the right) data** Healthcare operations leaders must make high-stakes, data-driven decisions to anticipate industry trends, ensure quality, and prevent crises. Even minor workflow improvements [can add up to millions in increased revenue](https://kontakt.io/blog/top-5-healthcare-operational-trends-for-2024/), so it’s essential to have access to accurate, relevant, and timely information. The data they study depends on several factors, including the specific services their organizations provide, business goals, patient demographics, staff makeup, etc. For example, mobile healthcare providers may prioritize on-time arrival using [KPIs such as travel time and schedule adherence](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/). A mobile walk-in clinic with no scheduled appointments may prioritize efficiency through KPIs such as appointment length and the number of services delivered. Both organizations want to track patient satisfaction, staff engagement, and workforce utilization/billable time. How providers collect and reconcile data matters, too, particularly if info is scattered among disparate platforms or siloed teams. Top-performing operations managers use [platforms that integrate with](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) or [are interoperable with existing IoT systems](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/) to access appointment data from a single source of truth. Look for a solution that automatically collects data through a secure device wherever workers are—whether that’s a centralized facility, mobile clinic, at a patient’s home, or at a testing site. With reliable, strategic data collection, operations directors readily identify clear KPIs with a demonstrable impact on the business, track them over time, and use them to hold the organization accountable for operational improvements. ### **2. Offer online, self-service scheduling options to patients** The vast majority of patients prefer a self-service online experience: 78% want to access mobile Electronic Health Record (EHR) systems to communicate with their providers, and [81% want to schedule their own appointments](https://www.intuit.com/company/press-room/press-releases/2011/IntuitHealthSurveyAmericansWorriedAboutCostsWantGreaterAccesstoPhysicians/) and do paperwork online. [As home healthcare grows in popularity](https://www.skedulo.com/blog/the-future-of-home-healthcare/), self-service portals must empower patients to schedule services, interact with providers, update and view medical data, and easily process payments from the comfort of home. Self-service options [improve patient scheduling](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/) by empowering staff to spend time on revenue-driving activities and reduce costs associated with erroneous or missed appointments. ### **3. Implement smart scheduling** One of the most [common bottlenecks in mobile healthcare scheduling](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) is mismatches between patients and providers. Ineffective provider-patient matching leads to poor patient experiences and satisfaction, increased risk of medical errors, and excessive costs from [administrative harm](https://www.beckershospitalreview.com/strategy/treating-the-quiet-epidemic-reducing-administrative-harm-in-healthcare.html) or medical mistakes. Smart scheduling—the foundation of the patient self-service experience—uses real-time, centralized data to accurately staff appointments. It’s an integral part of [utilization management](https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/), a key healthcare operations function that controls costs, optimizes staff time, and improves patient outcomes. Smart scheduling incorporates employee data, including availability, location, and qualifications, to help operations managers make staffing decisions and allocate resources. For example, they can identify seasonal fluctuations during which scaling up with contingent workers or travel nurses makes more sense than recruiting and hiring full-time, permanent clinical staff. They can also identify which providers are best-suited to a patient’s location and preferences, increasing patient-provider engagement. ### **4. Automate wherever possible** The ongoing [digital transformation of healthcare](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/) is providing new opportunities for healthcare ops directors to leverage data more effectively and streamline workflows through intelligent automation. Automations not only reduce expenses but also mitigate risks associated with human error and administrative harm. By removing the burden of manual or repetitive tasks and empowering staff to focus on patient experiences and providing care, automation reduces provider burnout and boosts patient satisfaction. Healthcare automations can also facilitate business process management, ensure data security and compliance, and [maximize the performance of mobile EHR](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/). Mobile workforce management solutions offer features that automatically match the right person to the right job (based on qualifications, travel time, client preference, and more), [and optimize schedules](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/). Automating scheduling, dispatching, and other recurring tasks increases operational efficiency, freeing administrative staff up to focus on delighting patients and helping the organization grow. Automated data analysis improves patient care and long-term operational performance. ### **5. Enable better communication** Patients and staff alike expect clear, real-time communication from healthcare organizations. Better communication among healthcare workers improves [patient-centered outcomes](https://bmchealthservres.biomedcentral.com/articles/10.1186/s12913-023-09869-8), resource management, internal efficiency, employee engagement, and [staff turnover](https://www.skedulo.com/blog/5-strategies-to-improve-nurse-retention/). When healthcare providers have secure, real-time access to patient data and communication tools, they are more prepared for patient interactions, particularly as the point of care shifts to more mobile settings. With seamless, easy-to-use communication tools, mobile and facility-based healthcare workers can communicate with each other and with patients, and access key details from a centralized, virtual setting. Replacing or supplementing outdated communication methods—like phone calls to frontline workers and paper statements sent to patients’ homes—can make a huge difference. Look for a solution that offers not only [automated notifications](https://www.skedulo.com/blog/challenges-mobile-workforce/) of schedule changes, but also built-in, real-time communication features for “in the moment” issues. It should integrate seamlessly and securely with mobile EHR and ERP/inventory platforms so that healthcare workers arrive at appointments sufficiently informed and equipped with the right materials to deliver care. ### **6. Provide mobile-friendly tools that reduce friction for frontline workers** Healthcare workers already understand the importance of mobile-first technology to operational success. [A Medscape study found](https://img.medscapestatic.com/pi/vision/himss-summary-2016.pdf) that physicians born to the “baby boomer” generation are nearly twice as likely to recommend mobile apps to their patients, and three times more likely to recommend wearable devices than physicians from previous generations. The same study confirms that technologies such as patient portals, online resources, apps, and wearables are critical for nurturing engagement and adherence between visits. Providing mobile-friendly technology directly benefits staff, patients, and operations teams: - **Increase access to care: **Providers continue to pivot to more distributed care models to address a shortage of centralized resources. Improved operational efficiency—especially in home healthcare—is critical to reaching more patients in their homes, mobile clinics, and residential facilities. - **Connect distributed care teams: **Mobile EHRs are also vital for linking distributed care teams and reducing the risk of medical errors as patients [move through the continuum of care](https://www.skedulo.com/blog/mobile-workforce-management-in-the-continuum-of-care/). - **Optimize provider workflows: **Sophisticated mobile workforce management software incorporates the tools healthcare workers need to serve patients with the workflow efficiencies operations directors need to optimize organizational performance and revenue cycle management. The right tool weaves these priorities into a single source of truth that integrates with other key data sources and can be navigated securely via mobile device. - **Improve patient-provider interactions: **[Frontline workers want](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/) more mobile-friendly tech and less time spent on manual, recurring administrative work. By investing in robust mobile workforce management, you empower employees with the information they need to deliver excellent patient care. ### **7. Integrate with existing systems** Healthcare IT is complex: multiple, disparate systems handle tasks like scheduling, payroll, HR, and claims. The data associated with these tasks tends to be siloed in separate platforms, introducing the risk of human error and unnecessary expense in reconciling different sources of truth to make operational decisions. A mobile workforce management tool is interoperable with existing platforms, centralizing data and scaling as a healthcare organization grows. Look for a solution that integrates with principal systems and supports existing end-to-end workflows. When data is available and accurate across a [unified tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/), healthcare operations directors maintain seamless patient and employee experiences. They can also readily identify opportunities to improve operational performance, maximize revenue, and stay compliant with privacy and security regulations. ## **Improve Your Healthcare Operations with Intelligent Software** The future of healthcare requires thoughtful operations management. Directors of operations need to develop strategies that streamline workflows, empower providers, prioritize patients, and incorporate the right technologies. [Skedulo is a smart scheduling platform](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) built for modern, mobile healthcare. Skedulo integrates with leading EHR systems and elements of the tech stack, so you can customize and extend to meet your business needs. Frontline workers love the Skedulo app, which is mobile-first and simple to use. Learn more about [trends in the shifting point of care](https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/), or [book a demo](https://www.skedulo.com/book-a-demo/) today to see what Skedulo can do for your operations team. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/outside-sales/" type: "blogPost" title: "How to Support Outside Sales Through Effective Scheduling" author: "Craig Panigiris" date: "2021-10-29" description: "The right tools and processes are key for properly supporting a field sales workforce. Learn how they can increase visibility, efficiency, and scalability." lastmod: "2022-01-31" --- # How to Support Outside Sales Through Effective Scheduling Published October 29, 2021 · Updated January 31, 2022 · By Craig Panigiris · 9 min read An outside sales strategy can offer a business some unique advantages that an inside sales model just can’t promise. But increasing customer demands, a growing competitive landscape, and an inability to properly support field sales reps have threatened the success of many organizations with an outside sales workforce. It’s critical for businesses to understand the importance of providing the right support to their field sales reps, or they’ll likely risk being left behind. Strong scheduling tools, efficient processes, and workforce visibility can drive operational success, maintain employee satisfaction, and ensure a competitive edge. ## Common Outside/Field Sales Challenges Selling to customers in the field is a great way to [bolster client relationships](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/), demonstrate complex products, and nurture high-value prospects, but it certainly doesn’t come without its challenges. For already-busy sales reps, traveling to meet with customers face-to-face can lead to: - **Poor time management - **Outside sales reps have a lot on their plates—from researching prospects, to traveling, to administrative tasks, to account management, to planning, to connecting with customers, and more. Because they’re so inundated with activities, they only spend [just over a third of their time (35.2%)](https://www.insidesales.com/how-sales-reps-time/) actually selling. The fragmented tools they use to support all of these daily activities tend to exacerbate the problem, as toggling between apps is both time-consuming and frustrating. The business as a whole suffers, too, from reps’ inability to properly manage their time, since the majority of the day is spent on non-revenue generating tasks. Simply put, reps can’t [maximize their time and productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) if they don’t have the proper tools to empower them. - **Repetitive tasks - **Sales reps are skilled individuals who are highly valuable to their organizations. But if they still rely on manual, inefficient processes to execute their work, their [productivity and satisfaction are likely suffering](https://www.prnewswire.com/news-releases/global-research-reveals-worlds-most-hated-office-tasks-300989956.html). Outdated methods require reps to manually enter hours, customer information, and job completion details into a system (like a CRM) when they return to the office. This wastes precious time that could be spent on the more complex work that improves your bottom line. - **Lack of structured time - **A major obstacle for many field sales reps is the fact that they must manage their own daily schedules and work independently. This often proves difficult, as appointments out in the field can change at the drop of the hat and throw a wrench in reps’ ability to maximize their time. Outside sales reps also rely heavily on their scheduling departments to efficiently plan their day, so if they don’t have the right tools to receive real-time updates from schedulers, they risk wasting time traveling to cancelled appointments. And reps aren’t the only ones who must overcome [the hurdles](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) of an outside sales workforce. Field service supervisors, schedulers, and leadership often struggle with: - **Real-time communication - **It’s imperative for managers and staff schedulers to have reliable, instant communication with reps in the field. But this is tricky when teams use multiple, disparate tools (e.g. email, text messages, phone calls) to communicate. The lack of connectedness leads to essential updates and information falling through the cracks, which can impact customer satisfaction, employee engagement, and, ultimately, revenue. - **Real-time schedule changes and updates - **The reality of outside sales is that things in the field are constantly changing. Customers frequently cancel, reschedule, and book last-minute appointments, which can easily throw a wrench in reps’ daily plans. When supervisors and schedulers don’t have a single, reliable tool to automatically update reps of any changes, they’re forced to take on the burden of manual reach-out. So when one field sales rep calls in sick or a customer cancels when the rep is already on their way, it sets off a domino effect that can impact the rest of the day. - **Lack of understanding the time required for tasks - **Without the right scheduling solution, it’s difficult for leadership to understand how much time is required for any given task. They can’t accurately allocate time and resources if they’re only estimating how long something will take to complete. The result is either underutilized reps, or overworked employees who are at risk for burnout. - **Accountability regarding completed tasks - **Unlike their inside sales counterparts, field sales reps often have difficulty [demonstrating their day-to-day performance](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/). Managers can’t exactly see firsthand what their reps have completed, how long it took them, and whether or not they were properly prepared. These details are easily lost or skewed if they’re not [captured in real time in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), which means they aren’t accurate enough for leaders to rely on for understanding and improving rep accountability. - **Visibility into reps’ activities - **Supervisors and schedulers both need specific context around what’s going on in reps’ days so they can make informed decisions. But many don’t have the tools they need to access the necessary information (e.g. time spent on a job, arrival time, daily idle time, etc.) to do so. This makes it challenging to plan ahead, understand rep performance, and make any potential improvements in schedules and processes. Traditional [field service management](https://www.skedulo.com/learn/field-service-overview/) mitigates some of these challenges, but that’s often not enough to ensure the visibility needed to increase efficiency, productivity, and, ultimately, customer satisfaction. By implementing a [modern solution](https://www.skedulo.com/blog/field-service-management-software-checklist/) and [optimizing your processes](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/), you can better address these issues to decrease burnout, improve transparency, and drive better business insights. ## 6 Tips To Create Effective Outside Sales Scheduling Providing proper support to your field sales teams doesn’t have to be a headache. Once you understand the importance of implementing a strategic process that takes into account more than availability—and emphasizes the employee experience—you can [create effective schedules](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) that better support your field sales reps. Here are our best tips for getting started: ### 1. Leverage Scheduling Technology for Efficient Scheduling A [manual scheduling process](https://www.skedulo.com/resources/) is time-consuming, costly, and frustrating for both field reps and staff schedulers. By implementing [robust, automated scheduling software](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), you gain increased visibility into schedules and job details (for field workers _and _employers), streamlined processes and operations, and improved communications between your mobile workers and the back office. As you evaluate scheduling tools, make sure the one you choose offers functionalities for centralized communication, intelligent job matching, data collection and analysis, and integration with your existing systems (e.g. CRM, payroll, HR system, etc.). That way, all of your employees’ daily activities can revolve around a single system, which saves time, streamlines operations, and collects everything they need in one place. ### 2. Identify and Prioritize Resource Needs In order to deliver [excellent service](https://www.skedulo.com/events/webinar-customer-experience-future-work/) at each customer interaction, you first need to determine the location, appointment length, and skill set required for each job. For example, you’ll need to consider different factors for scheduling field sales reps who sell primarily at big-box retail locations than for those who rely on door-to-door sales routes. Leadership and schedulers should first hammer down details like how many hours each rep will work, where they’ll work, and whether or not they’ll need a particular skill set to succeed. Instead of managing this information in disparate tools or spreadsheets, modern sales organizations [invest in intelligent software ](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-outside-sales-teams/)that gathers data for future planning and tracks outside sales reps’ time spent on the job. This helps them identify trends in resource needs and availability _before _they finalize schedules, and can save time they’d otherwise spend re-working schedules and communicating changes. ### 3. Schedule Shifts Around Priorities and Qualifications It’s crucial to match the right field sales rep with the right customer—based on location, relationship history, preference, skill set, and more—to ensure a great experience. But this is difficult to juggle if schedulers don’t have tools that track these details and automatically align them with corresponding jobs. Competitive sales organizations use tools that take into account all of these factors (plus employee performance, seniority, and pay rates) to instantly pair field reps to the right job every time. What’s more, [some tools](https://www.skedulo.com/blog/why-you-need-shift-management-software/) automatically update over time, so as these details change, schedulers don’t have to waste time manually tweaking schedules. The result is well-prepared, satisfied employees who are ready to delight their customers and close the deal. ### 4. Use Tools For Real-Time Communication When your sales reps are in the field, communication can be complicated. They’re busy traveling to their appointments, and likely don’t have time to shuffle between multiple platforms to check for potential updates. It’s frustrating and can negatively impact both [employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) and overall business outcomes. Instead, make sure you arm your outside sales teams with a single, streamlined tool that they can use to access up-to-date scheduling information and communicate with back office workers, other field reps, and customers. They should be able to instantly check for customer details, cancellations, delays, and more in one, mobile-friendly place. Even better if the tool you choose can also update customers with arrival times, appointment changes, and more, so they’re always confident that your team is on top of things. ### 5. Plan for the Unexpected A strategic, proactive scheduling process sets you apart from less-prepared, reactive competitors. It’s important to remember that your outside sales reps are human, so your scheduling process should be flexible enough to support the dynamic nature of your workforce. And when you’re ready to tackle last-minute, unforeseen changes, you can more easily avoid the no-shows and cancellations that decrease customer satisfaction. By using the right technology, you can automatically identify and resolve exceptions without burdening your staff schedulers or failing to meet customer expectations. Both your outside reps and back-office workers can rest easy knowing that your process can handle the unexpected. ### 6. Iterate and Adjust Your Schedules Just because you’ve implemented technology to help improve your scheduling process doesn’t mean you should hang up your hat and rest on your laurels. It’s crucial that you use what you're continuously learning about your outside sales workforce to make adjustments moving forward, too. That way, you can keep increasing efficiency and making strategic decisions that improve your bottom line. [Use your data](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) to identify trends—like irregularly large gaps between appointments or consistently late arrivals—that could be resolved through scheduling adjustments. You might need to assign more customers to an underutilized rep or take some work off the plate of someone who’s already stretched too thin. When you track and analyze these trends over a larger period of time, you can start to better understand your workforce, resources, and business needs so schedulers can plan ahead more accurately and consistently. It helps if you have a tool that automatically collects and analyzes data for you, giving you better [workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) into availability, customer demand, and overall satisfaction. ## Bringing Visibility Into Scheduling Organizations with a field sales component need tools that are specifically built to increase visibility and operational efficiency. That’s why [Sunrun](https://www.skedulo.com/customers/sunrun/), a leading US-based provider of retail solar electricity, sought to find a solution that could help them better manage and scale their sales operations. Sunrun schedules hundreds of solar advisors in a variety of big-box retail locations in an effort to educate customers on the benefits of solar energy. They help customers to identify their energy needs, determine if they qualify for solar installation, and set up in-home appointments with solar experts. But that business model is difficult to manage, as it requires ad hoc scheduling on a massive scale. Sunrun’s scheduling supervisors were using manual scheduling methods (like Excel, Google sheets, and email) to coordinate appointments with customers, but this process just didn’t provide the visibility they needed to succeed. They found difficulties in tracking which stores they needed to staff each day, who was supposed to be there, and whether or not that rep was actually available. Sunrun decided to partner with Skedulo to better support their deskless workers. Skedulo’s robust software was easily integrated with their Salesforce CRM and offered automated, [scalable dispatching](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/) as the company grew. Backed by Skedulo’s mobile workforce management solution, Sunrun increased visibility into daily [operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), streamlined scheduling, and gained insights for better business decisions. Now, Sunrun is able to expand their organization and get their field sales reps in front of more customers at more locations—without burdening their staff schedulers with manual, time-consuming tasks. ## Empower Your Field Sales Workforce Supporting a strong deskless workforce means empowering both field sales reps and staff schedulers with everything they need to work efficiently. With the right tools, your organization can improve workforce visibility, streamline scheduling, and eliminate cumbersome manual processes—all of which increase customer satisfaction to [boost your bottom line](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). Skedulo offers modern [mobile workforce management software](https://www.skedulo.com/learn/mwm-overview/), with tools for intelligent job matching, dispatching, scheduling, route optimization and more. Learn how your field sales workforce [can benefit from the right solution](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/patient-engagement-strategies/" type: "blogPost" title: "5 Patient Engagement Strategies for Healthcare Operations Teams" author: "Nathan Schubert" date: "2025-05-07" description: "Patient engagement requires personalized care and the use of mobile healthcare technology to make care accessible, understandable, and patient-friendly." lastmod: "2025-05-11" --- # 5 Patient Engagement Strategies for Healthcare Operations Teams Published May 7, 2025 · Updated May 11, 2025 · By Nathan Schubert · 8 min read Engaged patients are healthier patients: they’re [more likely](https://www.sciencedirect.com/science/article/abs/pii/S0095454319300594?via%3Dihub) to keep up with preventive screenings, actively manage their mental health, and tend to have fewer hospitalizations. The more engaged patients are, the more likely they are to understand (and avoid) common health risks like inactivity, unhealthy diet, tobacco use, and problem drinking—health behaviors that could account for [nearly 40%](https://www.ncbi.nlm.nih.gov/books/NBK279974/) of premature deaths in the U.S. The importance of patient engagement coincides with a challenging time in healthcare operations. There is a shortage of healthcare workers at a time when they’re needed more than ever. The cost of care [continues to rise](https://www.ama-assn.org/about/research/trends-health-care-spending). Operations leaders are under increased pressure to deliver excellent care with fewer resources. In this healthcare landscape, efficiency is paramount. As care [becomes more distributed](https://www.skedulo.com/learn/future-healthcare/), healthcare providers must explore new ways to engage their patients. Read on to learn **why patient engagement matters**, and how digital patient engagement tools can help you execute **five practical strategies to increase patient engagement** and **improve operations management** **in healthcare**. ## What is patient engagement? **[Patient engagement](https://www.skedulo.com/blog/understanding-patient-engagement/) is the active collaboration of providers and patients in managing patient health. **It requires clear communication, ongoing education, and useful health navigation services—all of which empower patients and improve health outcomes. For patients, better engagement means more personalized care that holistically considers the social determinants of health. Engaged patients have [better experiences](https://www.skedulo.com/blog/healthcare-patient-satisfaction/), and they’re more likely to remain in the patient-provider relationship. For individuals with chronic disease, patient engagement has been shown to [improve quality of life](https://scholar.google.com/scholar_lookup?title=Self-efficacy%20and%20patient%20engagement%20and%20empowerment:%20Imperative%20to%20improving%20health%20outcomes&author=J%20Delfs&publication_year=2011&). For clinical staff, patient involvement in care [increases the likelihood](https://pmc.ncbi.nlm.nih.gov/articles/PMC1661624/) of adherence to recommended treatment, reducing the risks of adverse outcomes. Engaged patients are well-informed about their courses of treatment, attend appointments more reliably, and often require fewer appointments in general. For [healthcare operations](https://www.skedulo.com/blog/operations-management-in-healthcare/), patient engagement helps maximize ROI and decrease the cost of care. When coordination of care is excellent and patients are well-informed about their care plan, it requires fewer resources to achieve positive health outcomes. Implementing patient portals, appointment reminders, and other patient engagement tools can [reduce hospital readmission](https://pmc.ncbi.nlm.nih.gov/articles/PMC9483965/) and ER visits. This means less strain on these health systems without compromising patient care—a key element of staying competitive in the modern healthcare landscape. ## 5 real-world patient engagement strategies (and the healthcare tech required) Patient engagement software was among the [top IT investment goals](https://klasresearch.com/report/healthcare-it-spending-2024-innovation-integration-and-ai/3662#:~:text=At%20a%20Glance,investment%20choices%20and%20vendor%20selection.) for healthcare providers in 2024. Also listed as top priorities are several operational goals that go hand-in-hand with patient engagement: [optimizing healthcare workflows](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/), improving interoperability, [managing the revenue cycle](https://www.skedulo.com/blog/improving-healthcare-revenue-cycle/) effectively, improving EHR access and usability, and [increasing patient access](https://www.skedulo.com/blog/use-technology-to-increase-patient-access-6-strategies-for-healthcare-organizations/). Here are five patient strategies for healthcare operations teams to improve patient engagement: **1: Improve patient-provider communication** Two-way communication is the foundation of patient engagement. Providers must be able to communicate information to patients before, during, and after their appointments. Patients need to feel comfortable asking questions and finding more information about their care plan, medical bills, and upcoming appointments. Healthcare providers [are responsible](https://pubmed.ncbi.nlm.nih.gov/12570966/) for facilitating effective two-way communication. Healthcare staff must be trained in communication best practices that make medical information more accessible to patients: accessible language, appropriate pace, active listening, and supportive nonverbal signals that improve patients’ comfort and confidence. In addition to communicating the right message, providers need to choose the best communication channel and use of staff resources. Successful provider-patient communication can come in many forms: - **Interpersonal or automated** - Automated notifications and reminders can significantly reduce patient no-shows and improve response rates for pre-appointment registration and post-care follow-ups. - **Asynchronous, real-time, or self-service** - Documentation, correspondence, test results, and care plans can be uploaded and maintained [in an EHR system](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) for asynchronous updates. Patients can securely access their data in a patient portal and contact providers across the continuum of care, reducing the risk of errors, gaps, or delays in communication. - **Text, email, phone call, or other notification** - Patient engagement platforms personalize communications to reflect patient preferences, such as how they wish to be contacted, or what language support or translation services they may need. Look for mobile healthcare technology that supports clear and secure communication between patients and providers. Scheduling tools should include automated reminders according to the patient’s preferred communication method; patient portals should have easy forms to submit a question; and mobile healthcare workers need an easy way to document patient questions for quick follow-up. With medical and administrative information accessible to their complete care team in one integrated system, patients can actively participate in their care and access telehealth resources as needed. Providers can view results, manage care, and connect with patients for the best possible health outcomes. **2: Proactively educate patients** Health literacy is vital to patient adherence: the better patients understand their condition and treatment plan, the more likely they are to follow clinical recommendations. Empowered patients who can access and understand their own health data communicate more effectively with their providers. However, there’s [little evidence](https://pubmed.ncbi.nlm.nih.gov/19671916/) that relying on patients to proactively seek out health information or participate in educational opportunities is very effective. Patients don’t know what they don’t know, so providers must take the lead. Providers can prevent medical errors and foster adherence by proactively educating their patients, particularly through electronic communications, as well as by phone or mail. One study [found](https://onlinelibrary.wiley.com/doi/abs/10.1046/j.1525-1446.2002.19405.x) that providers who offered digital patient engagement tools for older adults to educate them about potential drug interactions saw improved patient engagement **and** a reduction in adverse events—proving more effective than a printed information booklet. Several types of healthcare technology can improve patient education: - **Patient portals** are a great way to offer easy access to patient education resources. Adding a prominent link to related content—for example, a walkthrough of medical billing terms highlighted on the billing section of the portal—improves patients’ ability to educate themselves on important topics. - [**Remote patient monitoring**](https://www.skedulo.com/blog/emerging-healthcare-technology/) and other advanced technologies can help providers identify opportunities for patient education. By proactively monitoring patient care and flagging potential issues, providers can reach out with the right resource(s) at the right time. - **Mobile workforce apps **allow home healthcare workers and other mobile providers to document patient questions and send follow-up communications with relevant resources. Timely and effective patient education helps patients understand their treatment plan, engage with providers, and self-manage their care. **3: Offer patient navigation services** Patient navigation services address barriers that prevent vulnerable or disadvantaged populations from accessing healthcare. These barriers could be a lack of reliable transportation, communication or language issues, resource instability, substance use, limited access to technology, financial limitations, social isolation, or other [social determinants of health](https://odphp.health.gov/healthypeople/priority-areas/social-determinants-health). Patient navigators help overcome these challenges and [increase patient access](https://www.skedulo.com/blog/use-technology-to-increase-patient-access-6-strategies-for-healthcare-organizations/) to preventive, primary, and specialty care. There are clinical and non-clinical aspects to patient navigation, bringing healthcare providers and community advocates together to reach patients in need. Since the first patient navigation program was offered in 1990, this patient-centered concept has gained traction, becoming a key aspect of patient engagement policy. The Affordable Care Act (ACA) of 2010 included patient navigation programming, and [as of 2023](https://navigationroundtable.org/patient-navigation/history-of-patient-navigation/), CMS has included new reimbursement coding for health related social needs, assessment of social determinants of health, community health integration, and principle illness navigation. Patient navigation services are integral to improving patient engagement. Better communication between patient and provider reveals opportunities for providers. For example, a patient facing food instability struggles to take their medication regularly, or a patient who wants to attend medical appointments but lacks reliable transportation. Patient navigation services can guide these patients to relevant community resources, social support, telehealth options, and mobile health clinics so they can receive care or follow through on their care plan. Patient navigation services [save lives](https://www.cdc.gov/cancer/php/interventions/patient-navigation.html) by making preventive medicine, primary and specialty care, and chronic disease management accessible to patients who would otherwise not receive necessary health screenings or treatment. **4: Build trust between patients and providers** [Trust is at the center](https://www.nursingworld.org/content-hub/resources/becoming-a-nurse/nurse-patient-relationship-trust/) of patient engagement: it’s an essential part of clear communication, meaningful health literacy, and successful patient navigation. Patients must be confident they will be heard, they can readily access services and information they need, and they can rely on their care team. Providers depend on efficient healthcare operations management, timely and transparent access to patient data in EHR, and mobile-first access to deliver personalized care to patients in their preferred setting. Technology helps cultivate and sustain trust across the patient engagement framework. - **Smart scheduling** offers accurate job matching that accommodates patient preferences, ensures providers arrive on time, and updates patients when providers are running late. - **Route optimization** improves the timing of mobile or home care delivery, increasing appointment capacity for providers, and reducing patient delays and no-shows. - **Robust patient portals** foster health literacy, and encourage patient adherence and appointment attendance. As mobile health tech streamlines engagement and operations through a single source of truth, patients and providers can create truly collaborative plans of care. **5: Choose health tech that bridges distributed and centralized care settings** As distributed care becomes more prevalent, on-site and virtual experiences need to be streamlined through one system so that there are no gaps in the [continuum of care](https://www.skedulo.com/blog/mobile-workforce-management-in-the-continuum-of-care/). Mobile healthcare technology offers [consistent scheduling](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/) and appointment management for in-person facilities and telehealth services through a single platform. It also integrates EHR, patient portals, payment platforms, and self-scheduling into a unified, mobile-first framework that provides a user-friendly experience for patients and providers. Better utilization of patient engagement platforms directly informs patient experience: with greater autonomy to participate in their own care, patients have access to earlier diagnosis, better preventive care, and consistent follow-ups. Operations teams must choose mobile health tech that supports a holistic patient engagement program across the continuum of care: - It must provide channels of effective communication, interactive patient education, and access to patient navigation services in a secure, virtual space. - It must facilitate more appointments with fewer delays with AI-assisted scheduling. - It must comprehensively support telehealth by providing real-time aggregation of patient data. - It must be user-friendly, so that patients can initiate contact with providers, proactively self-schedule care, and participate in health education. - It must be securely interoperable with existing tech stacks: as once-disparate streams of health data, administrative responsibility, and patient experience are integrated, healthcare operations managers can study performance and strategically improve revenue cycle management. Healthcare technology is evolving rapidly: watch for trends like the [integration of AI](https://www.skedulo.com/blog/ai-healthcare-operations-management/) in healthcare operations management, digital therapeutics, and extended reality, alongside ever more robust data analytics and remote patient monitoring capabilities. Keeping pace with the [digital transformation of healthcare](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/) requires software that can scale with operations management without compromising patient engagement, even as the point of care is shifting. ## The right technology for patient engagement Choosing the right technology is more important than ever for successful healthcare operations. Patient-friendly tech helps providers educate, communicate with, and engage patients in their healthcare plan. Effective self-service tools and thoughtful automation give patients the autonomy and consistency they need, without driving up operational costs. Skedulo is a smart scheduling platform that benefits operations teams and patients alike. Create and optimize schedules—with the right provider matched to the right patient each time—with less manual effort and adjust in real-time as needed. With schedules and patient data in one simple interface, providers can focus on communicating, taking notes, and delivering excellent patient care. Learn more about how to evaluate healthcare tech in our ebook **[Trends in the Shifting Point of Care](https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/" type: "blogPost" title: "Prioritizing Wellness at Skedulo" author: "Silvia Zhang" date: "2021-11-19" description: "Wellness Week at Skedulo created a safe space to talk about wellness and mental wellbeing, and encouraged small changes with a healthy, lasting impact." lastmod: "2021-11-22" --- # Prioritizing Wellness at Skedulo Published November 19, 2021 · Updated November 22, 2021 · By Silvia Zhang · 3 min read This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and talk about stress, wellbeing, and burnout -  head on. ### What Wellness Week looks like at Skedulo Each day of Wellness Week had its own theme, from Mindful Monday to Feel Good Friday. Teams had the opportunity to participate in a wellness challenge, and share their thoughts and ideas about Wellness on our Wellness Community Board. Activities included meditation and breathwork workshops, yoga classes, high intensity interval training classes, learning about our Employee Assistance Program, and more. Activities were linked to the theme of the day. For example, on Toolkit Tuesday we distributed our wellness handout which addressed different areas of wellness with useful tools and insights. On Workout Wednesday, we ran exercise classes, and encouraged participation in our wellness challenge where the first prize was a Fitbit with premium subscription access. On Friday we had a “no internal meetings day” to encourage everyone to go for a team/individual walk while reflecting on our week of wellness. Health and Resilience Expert, Dr. Susan Biali Haas, kicked off the week as our keynote speaker. She spoke about mental health, understanding burnout, and how to manage stress. Her talk was very impactful and resonated with so many people, and her practical takeaways will definitely make a difference as we all go about our day to day. Our goal with Wellness Week was simply to create a safe space to talk about wellness and mental wellbeing, while reminding and encouraging small changes or actions everyone can take to create a healthy, longer lasting impact. ### How Wellness Week impacted our team As part of Skedulo’s People Ops Team, part of my role is to support Skedulo employees at a foundational level which includes wellness. This is why I championed the week. As I think about my role here in the D&I space, mental health and wellbeing are very much tied into the employee experience related to safety and the type of environment we are creating. Are there tools and structure in place to address the differing levels of stress employees are experiencing at an individual level? These are things we have to consider. I personally didn’t realise the importance of self-care until about 3 years ago, and never knew how to make time for myself. I didn’t understand that stress manifests in ways that might not show up until it’s too late. From this experience, I have taken many of my own steps to focus on wellness and build it into my life through meditation, therapy, and exercise, to name a few things. Wellness Week is bringing light to this type of experience, and was an opportunity for me to reflect on my own wellness journey so far. I hope others at Skedulo can experience the same and continually build upon their wellness toolkit. Some of the feedback from our team included: > “We were encouraged to talk about how we dealt with stressful periods of our life and have a conversation around mental wellbeing. This was so valuable, and something I don’t think many organizations are comfortable talking about, let alone promoting.” > “Thank you for taking the time and making the time to show you genuinely care about your employees health and wellbeing!” > “Wellness Week made big impacts in little ways. The tools we received were really helpful.” Overall, we had 445 participants across all events during the week. We were able to create intentional space around wellness and engage with our employees globally. Midway through the week, we were excited to announce our new wellness benefits of Volunteer Time Off, Mental Health Days, and the availability of the CALM app to all our employees. Thank you to everyone who assisted with Wellness Week including our Office Manager team, People Ops team, Matt Fairhurst's EA (Renee), and all our managers and people who helped make this week as special as it was. We look forward to making Wellness Week an annual event at Skedulo, and will definitely be incorporating our learnings into our every day. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Get to know Skedulo - Kim Buen, Office Manager, San Francisco](https://www.skedulo.com/blog/get-to-know-skedulo-kim-buen/) — October 1, 2021. I’ve worked in office management for over 20 years. It’s simply a role that has always allowed me to be who I am: moving around, talking to people, and trying to take some of the burden off others so they can focus on the work they do. Over the course of my career, I’ve generally chosen to work fo… --- --- url: "https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo-2022/" type: "blogPost" title: "Prioritizing Wellness at Skedulo in 2022" author: "Laura Przybek" date: "2022-09-12" description: "Our goal with Wellness Week was to recenter and recharge Skedulo employees through a holisitic rounded programme of events." lastmod: "2022-10-14" --- # Prioritizing Wellness at Skedulo in 2022 Published September 12, 2022 · Updated October 14, 2022 · By Laura Przybek · 2 min read Earlier this month, Skedulo held our second annual Wellness Week. The five day calendar of events gave us all an opportunity to re-center, engage in activities that promote health and wellbeing, and check in with the people around us. Wellbeing is an area that our CEO, Matt Fairhurst is extremely passionate about—especially as it relates to Skedulo Heart and caring for our employees. During the planning phase we to analyzed feedback from last year's event to ensure that this year was even more special for our employees. This included being proactively inclusive of our remote workforce, as well as taking steps to tailor activities to specific geographic regions. Some of the activities we scheduled as a result of this included: - nutritional webinars - financial training - volunteer events - hub meet-ups New activities were complemented by the return of [last year’s favourites](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/), such as _No Internal Meetings Day_ and the _Count.it Fitness Challenge_. We were also excited to welcome back last year’s keynote speaker, Dr. Susan Biali Haas—a renowned expert in health and wellbeing. Her presentation centered on setting boundaries within teams, as well as the importance of nutrition and sleep for optimising the brain and performance. ### Wellbeing means different things to different people Post event the feedback on the volunteer events was exceptionally heart-warming. Our staff really enjoyed supporting a food bank to package items for families and neighbors in need, and preparing meals for people experiencing homelessness and addiction. The key takeaway from Wellness Week was that wellness means very different things to different people. For some, it may be nutrition or fitness. For others it may be a slow walk, being in nature, spending time with their pet, or practicing mindfulness during the day. We were able to highlight and celebrate these differences with our Wellness Raffle, where people were encouraged to submit a picture of themselves doing the activity represented wellness to them. At the end of the raffle, 4 winners were selected from each region and awarded a prize. All individual feedback from the team participating in Wellness Week 2022 will be used to shape next year’s calendar of events. ### Giving myself permission to take a break Personally, i’ve been training for a Spartan race. So I found the Count.it challenge exceptionally helpful and motivational. I loved being around others who were supportive and engaging, and it reminded me of when I used to play team sport. As the Wellness Week organiser, it is stressful bringing together all the activities to make sure everyone has a great experience. This year though, I gave myself permission to take breaks and slow down…which is exactly what Wellness Week is about. I found this really valuable, and enjoyed taking the time to recenter myself and re-connect with our internal community. Thank you to everyone who assisted with Wellness Week—our Office Manager team, People Ops team, EAs, leadership team who helped to bring life into our ideas. Here’s to Wellness Week 2023, which I’m hoping will be an even better one! > Wellness Week is an annual Skedulo event. We provide practice that can be incorporated into the everyday enhancing the health and wellbeing of our team. ## Related posts - [Skedulo Ranked As One Of Australia’s Best Places To Work In 2023](https://www.skedulo.com/blog/best-place-to-work-2023/) — August 9, 2023. At Skedulo, we are incredibly proud to share the exciting news that we’ve been ranked as one of Australia’s best places to work in 2023 by wrkplus.com. This recognition is a testament to our unwavering commitment to creating a workplace where our employees thrive, grow, and feel valued every single… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… - [Changing lives through community: a new initiative to inspire and empower young girls](https://www.skedulo.com/blog/changing-lives-through-community-a-new-initiative-to-inspire-and-empower-young-girls/) — November 18, 2021. Several years ago, Skedulo partnered with thought leader and founder of Girl Shaped Flames, Tanya Meessmann. We were excited to support the company’s innovative program which aims to inspire and empower young girls who wish to pursue a career in tech and similar fields. Skedulo became Girl Shaped… --- --- url: "https://www.skedulo.com/blog/product-launch-announcement-introducing-new-features-that-push-the-boundaries-of-mobile-work/" type: "blogPost" title: "Product Launch Announcement: Introducing new features that push the boundaries of mobile work" author: "Dave Issacs" date: "2024-05-29" description: "Nearly three billion people work on the front lines every day, in businesses and in our homes to provide healthcare, install and repair machinery, inspect and audit supply chains, and quote and assess insurance claims. Yet even with the critical work and services provided, these frontline workers a…" lastmod: "2024-05-29" --- # Product Launch Announcement: Introducing new features that push the boundaries of mobile work Published May 29, 2024 · By Dave Issacs · 5 min read Nearly three billion people work on the front lines every day, in businesses and in our homes to provide healthcare, install and repair machinery, inspect and audit supply chains, and quote and assess insurance claims. Yet even with the critical work and services provided, these frontline workers are underinvested in when it comes to supporting technology. Many of the existing tools in the market are overly rigid and limited, all too often constrained by cumbersome rules, fixed workflows, and inflexible layouts. These limitations make it difficult for organizations to schedule and manage their workforce in a way that enables them to complete work efficiently and effectively. That’s why I’m so proud to announce the next chapter for Skedulo and our Deskless Productivity Cloud. We’re introducing [new, innovative features](https://www.skedulo.com/platform/) that push the boundaries of mobile work across our scheduling, mobile, platform, and developer capabilities. Our platform provides companies with the flexibility and scale they need to drive outcomes and grow, and we’re now bringing that same level of flexibility to our Plan product with an all-new Scheduling Experience. We know how important it is for our customers that technology not only supports the complex process of organizing their workforce today but also allows them to continue to innovate, transform, and adapt in the future. A powerful new Scheduling Experience isn’t the only thing we’re launching. Today we’re also announcing new features in our Skedulo Plus mobile application, advancements in optimization and intelligent scheduling, a brand new no-code mobile form builder, and a new developer experience on our platform. ## Powerful Scheduling Using our new Scheduling Experience, your teams will now be equipped to make better and faster decisions with new features like custom views, advanced filters, and enhanced work lists. Through easily customizable settings, your schedulers can access the information they need to do their jobs quickly and efficiently. For example, a scheduler may want to organize their view by job type in order to visualize how their resources are scheduled across their business' key service offerings. Once they’ve created a set of filters in a way that works best for their needs, they can easily save these settings and views for consistency and share them with other schedulers. To more easily address urgent work, changes, or cancellations, schedulers will be able to use our new context panels to view and edit more granular details about a job, all without leaving the context of the schedule view. To enable greater efficiency, your schedulers can now use our bulk actions feature to make changes across multiple jobs at once. Once these bulk actions are made, the scheduler can then use our optimization engine to automatically allocate and schedule work–even work that requires multiple resources with varying skill sets. Finally, for businesses that operate using teams or crews of people, we’re launching new scheduling and optimization capabilities to make scheduling and managing work assigned to teams and crews even easier. Using our new teams and crews extension, schedulers will save valuable time by easily viewing and managing the assignment of work by the team, editing who’s assigned to what teams, and automating the scheduling of work using our Optimization Engine. The new Scheduling Experience is all about putting the power directly in your hands, enabling greater customization and flexibility in adapting the experience to align perfectly with your unique scheduling workflow and processes. ## Mobile Engagement With work becoming increasingly mobile, there’s a critical need to ensure that workers in the field are enabled with the right tools and information to do their jobs effectively. That's why last year we launched [Skedulo Plus](https://www.skedulo.com/product/mobile/) - our new and improved mobile app. As I’ve spoken to customers who are using Skedulo Plus, one of the things I’ve heard consistently is the need to enable workers to capture critical information in the field. This information is often crucial in helping ensure our customer’s operations run smoothly and jobs are done as effectively as possible. To solve for this challenge, we’re introducing an all new no-code form builder for the Skedulo Plus Mobile App. The Skedulo Plus Form Builder allows you to easily create and manage your mobile forms using an intuitive and simple interface. With a range of different form components such as text fields, toggles, file attachments, signature blocks and more, you’ll have the flexibility and freedom to design forms that meet any need. You can also add things like powerful branching logic so that as the form is filled out your users in the field will only capture the relevant details. ## Developer Experience for Mobile At Skedulo, we pride ourselves in taking a unique, platform approach to helping you solve the complexities of managing mobile work. That’s why we’ve invested so much time and effort in ensuring our developer tooling and capabilities are unparalleled in the industry. One of the major developer capabilities we’re introducing is a new way that you can extend our mobile app to view, create, or update data related to your work. With our mobile extension framework, you can customize the way you view customer information, capture customer feedback, or manage inventory. For example, you may want to equip your teams in the field to capture open text notes on a customer to ensure they get the best possible service or care going forward. With minimal development required, your team can build a variety of extensions and easily deploy them to the Skedulo Plus Mobile App. Once pushed live, your teams can access the customer feedback field and start typing in critical information about that customer. There are a number of additional extensions that your team will be able to access including the ability to add or capture product details like serial numbers or assets, get signatures, and upload images. Ultimately we want to empower your mobile workers with task-specific, easy-to-use experiences that help them complete their work quickly, and safely. ## Customer Impact As the complexities of managing mobile work grow, we consistently find that companies who are able to adapt their technology to align with their business operations are going to have a real competitive advantage. That’s why I’m so excited about this launch, and why we’re continuing to invest in product capabilities that ultimately give you the power to tailor your scheduling workflow to your unique needs. I’ve seen first hand how this has helped some of our most successful customers like [Solace Healthcare](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) grow rapidly. Solace focused on designing the best possible experience for their customers and employees, and used Skedulo’s platform to customize and tailor their scheduling workflow accordingly. This has enabled them to grow their business dramatically over the last few years, while also improving operational efficiency and greatly increasing patient satisfaction. If you are interested in seeing any of these new features in action, check out our [product launch page](https://www.skedulo.com/platform/) for more detail. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/qa-greg-pino-of-njra-on-leveraging-technology-to-increase-mobile-workforce-efficiency/" type: "blogPost" title: "Q&A: Greg Pino of NJRA on Leveraging Technology To Increase Mobile Workforce Efficiency" author: "Aya Fawzy" date: "2017-06-20" description: "Skedulo talks to NJRA's Greg Pino about how small businesses can use technology to run a complex field operation and overcome business challenges." lastmod: "2018-03-11" --- # Q&A: Greg Pino of NJRA on Leveraging Technology To Increase Mobile Workforce Efficiency Published June 20, 2017 · Updated March 11, 2018 · By Aya Fawzy · 3 min read Today even a small business can run a complex field operation, service a significant portion of the market, and grow rapidly in a competitive sector like healthcare. That’s exactly what happened with the family-owned New Jersey Respiratory Associates (NRJA). In their case, all it took was a combination of customized mobile tech and a strong desire for change. NJRA is a traditional, 35-year-old healthcare organization managing teams of respiratory therapists that still make house calls. They deliver in-facility care for 90 nursing homes across New Jersey, on the outskirts of New York City. Greg Pino, VP of Operations and Sales for NJRA, found that administrative complexity and costs were spiraling out of control, crippling the company’s ability to scale. Greg’s answer was a combination of advanced software for CRM and intelligent scheduling. We caught up with him to chat about the challenges of manual scheduling, how they implemented technology to increase efficiency, and the awesome results the team saw from leveraging technology. Enjoy. **Skedulo**: What were some of NJRA’s biggest challenges when it came to scheduling? GP: Our therapists might go to five to eight building in a day. We were routing them at the beginning the day, then rerouting them as new patients arrived throughout the day. The process of deciding where to send each therapist and then communicating with that therapist about who to see at that facility was a huge challenge. We knew we had a long way to go to become really efficient at it. As we grew, the challenges with our manual scheduling process grew exponentially. **Skedulo**: How did you handle scheduling your therapists in the field at that time? GP: We were doing it manually by using Excel spreadsheets, we were using fax machines and we were calling our therapists almost 10X a day to update them, reroute them, and tell them where they would be going next. **Skedulo**: How did you go about finding a solution for those challenges? GP: We came across (cloud-based CRM platform) Salesforce as we looked for a way to better organize our customers and patients. Then, we needed a way to schedule and manage our mobile workers in the field, and were able to find Skedulo via Salesforce’s partner ecosystem. Skedulo provided a way to automate scheduling and seamlessly interact with workers in the field, while remaining HIPAA compliant. We were shocked to see the effect Skedulo had in enabling us to do more with less. These benefits extended beyond just our mobile workforce. We saw greater efficiency in our back-office operations, invoicing, and sales. **Skedulo**: How did you get the team on board to implement these technology changes? GP: We began having weekly meetings where we would map out our business processes and define our challenges. Once we had a complete outline, we introduced the platform and explained how it would solve those challenges by streamlining and automating many of our repetitive processes. When it was time to go live, we made sure everyone had the support they needed to learn the system and the ability to make mistakes without affecting customers or patients. **Skedulo**: What are some of the results you have seen since implementing Skedulo and Salesforce? GP: We have had a growth rate of 20% for three years in a row, which is impressive for a 35-year-old company. Also, we went from staffing one therapist for every 15 accounts, to one therapist for every 20 accounts. Finally, even at our current growth rate, we have been able to reduce the amount of back-office administrators needed to schedule our therapists and invoice our customers. **Skedulo**: What advice would you have for other businesses that don’t have the tools and resources of a large organization? GP: Actually, some of our larger competitors are still using fax machines and Excel templates because it’s harder for them to make these sorts of implementations. They have lost their advantage over smaller companies and haven’t been able to keep up with our pace of innovation. The other major thing is: Don’t try to solve 100% of your problems. Try to solve 60% of them and start there because you’re going to learn so much from those that it’s going to make it easier to solve the rest. **Summing Up** By deploying a customized mix of Skedulo and Salesforce, Greg streamlined NJRA’s workflows, provide therapists with a better work experience, and grow the family business, doing much more with much less. At the same time, NJRA eliminated hidden expenses, knocked down roadblocks to growth, and transformed their manual back office into a digital powerhouse. To lean more about NJRA’s story, see the full case study [here](https://www.skedulo.com/customers/new-jersey-respiratory-associates/)! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/recap-skedulos-community-knowledge-event-in-ho-chi-minh-city/" type: "blogPost" title: "Recap: Skedulo's Community Knowledge Event in Ho Chi Minh City" author: "Laura Przybek" date: "2023-01-26" description: "Earlier this month, for the first time ever we opened up the doors to our amazing office in Ho Chi Minh City to share with the community all the great" lastmod: "2023-01-26" --- # Recap: Skedulo's Community Knowledge Event in Ho Chi Minh City Published January 26, 2023 · By Laura Przybek · 1 min read At the end of 2022, for the first time ever we opened up the doors to our amazing office in Ho Chi Minh City to share with the community all of the great things our wonderful team in Vietnam are doing. We partnered with [Women Techmakers](https://www.linkedin.com/company/womentechmakers/)  who provide visibility, community, and resources for women in technology. The event was a huge success, attendees enjoyed networking and listened to topics such as a new approaches in Technology delivered by our VP of Engineering [Russell Adcock](https://www.linkedin.com/in/russelladcock/), they took a deep dive into Skedulo’s Mobile Extensions capabilities with our Senior Mobile Engineer [Huy Vu](https://www.linkedin.com/in/huy-vu-hoang-6771b8103/) and learnt from [Ngoc Vo](https://www.linkedin.com/in/ngocvtt/) from Women Techmakers about elegantly handling Android app crashes in Kotlin. We are really proud of the talented, driven team that we have in Vietnam, they solve complex problems regularly enriching the working life of the deskless workforce. If you're interested in attending our next event or knowing more about what it's like to work at Skedulo? Visit our [careers](https://www.skedulo.com/careers/) page today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/" type: "blogPost" title: "Remote Patient Monitoring in Home Healthcare" author: "Ed Backhouse" date: "2018-10-24" description: "Remote patient monitoring lets home healthcare providers collect vital patient information without a visit. Learn the challenges and benefits of RPM." lastmod: "2020-12-16" --- # Remote Patient Monitoring in Home Healthcare Published October 24, 2018 · Updated December 16, 2020 · By Ed Backhouse · 4 min read In healthcare, there is increasing pressure to leverage any and all practices that can improve both the patient’s experience and the organization’s bottom line. Remote patient monitoring (RPM) promises to do just that. Technology now allows providers to collect vital healthcare data, such as blood pressure readings, glucose levels, heart rate, breathing, and more from their patients, without requiring an office visit or [house call](https://www.skedulo.com/blog/home-health-technology-house-calls/). This saves time and money, and in many cases, improves patient outcomes. ## Trends in Remote Patient Monitoring Remote patient monitoring helps fulfill the “triple aim” of healthcare: patient experience, population health, and per capita cost. Consider the following data, courtesy of CRF Health: - **Patient experience:** 62% of patients said RPM would be helpful with managing their conditions. - **Population health:** Patients in an RPM program had 75% lower hospital readmission rates. - **Per capita costs:** Regular RPM use is on course to save $200 billion globally in healthcare costs over the next 25 years. ### RPM Uses in Home Healthcare The uses of remote patient monitoring in home healthcare are many and varied, including: - Chronic illness management for patients with heart disease, chronic obstructive pulmonary disease (COPD), diabetes, and other conditions. - Post-hospitalization patients who need routine monitoring after an illness or injury. - Care for elderly or homebound patients who find it difficult to get to a provider’s office. - High-risk patients who need to be monitored for new or worsening conditions so early intervention can mitigate further complications. ### Regulation Changes for RPM The U.S. Centers of Medicare & Medicaid Services (CMS) recently proposed a new rule to allow home healthcare providers to report RPM as an allowable cost on Medicare cost report forms, citing its multiple benefits to patients and providers alike. “Today’s proposals would give doctors more time to spend with their patients, allow home health agencies to leverage innovation, and drive better results for patients,” [CMS Administrator Seema Verma](https://www.cms.gov/newsroom/press-releases/cms-takes-action-modernize-medicare-home-health) says. “The redesign of the home health payment system encourages value over volume and removes incentives to provide unnecessary care.” If the rule is accepted, reimbursement will take effect as of January 1, 2019. ## Remote Patient Monitoring Offers Benefits The fact that CMS is jumping aboard the RPM train serves to illustrate just how beneficial remote monitoring can be. Remote patient monitoring optimizes the time a patient spend in person with a healthcare provider. Because basic health metrics are monitored remotely, there’s no need to spend time obtaining vital signs and making rudimentary assessments. Appointment time can be spent with more meaningful interaction between the patient and healthcare provider. That’s core to how RPM reduces or eliminates unnecessary visits. Why make the trek across town to a provider’s office or schedule a house call when patients can monitor themselves at home? For patients living in rural areas where healthcare resources are far-flung or scarce, RPM can help save lives. In a remote part of Alaska, one RPM program has [saved 17 e-ICU patients](https://www.telequality.com/blog/2018/4/11/telemedicine-deep-dive-the-power-of-remote-patient-monitoring) from a trip to Anchorage for treatment—both health and cost benefits to the patients. But the benefits aren’t solely for the patients. [Providers reap benefits ](https://www.skedulo.com/blog/home-healthcare-benefits-providers/)from RPM, too, in the form of gathering real-time data, simpler access to patients’ health histories, and quicker intervention in the event of a decline. Altogether, this results in time and [money](https://www.thefiscaltimes.com/Columns/2017/03/03/Medical-Technology-Could-Save-US-Billions-Each-Year) saved by provider organizations as well as patients. Learn how to decrease your [home health workforce turnover](https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/), or request a free demo today. ## The Challenges of Remote Patient Monitoring For all the benefits RPM has to offer, there are challenges, too, beginning with how to make [RPM and electronic health records](https://validic.com/on-the-challenges-of-remote-patient-monitoring/) (EHRs) work together. EHRs were developed to handle episodic care—a new entry was added each time a patient had contact with a healthcare worker. However, RPM happens in real-time. Organizations must decide, while remaining compliant, when and where to attach RPM results, and then find a system that can integrate the data on both ends. The output of RPM data requires review by human eyes, which creates an entirely new challenge: - Who will be responsible for reviewing the data? - How will oversight be managed? - Can your existing workforce adequately handle the sudden influx of heart rate, blood pressure, and glucose level data? Accuracy is another obstacle. While some devices monitor and transmit automatically, others rely on patient reporting. Are the records accurate? Does the patient know how to properly use the device? While there is a learning curve, it is crucial that the RPM data is correct, as inaccuracies can lead to costly—and even life-threatening—mistakes. Finally, as with any technology, security is a concern. Data breaches, hacks, and the need to remain HIPAA-compliant have some organizations hesitant to implement RPM. ## RPM Is the Future of Home Healthcare Remote patient monitoring benefits the home healthcare sector and its consumers tremendously, and recent technological advancements make it easier than ever to integrate RPM into your organization. The mobile world of healthcare is expanding by the minute. Embracing RPM allows your home healthcare organization to grow with it! A cutting-edge home healthcare service must be backed by a mobile scheduling platform. Check out Skedulo’s [home healthcare scheduling software](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) to see how you can better serve patients. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/reopening-economies-with-high-capacity-scheduling/" type: "blogPost" title: "Re-opening Economies with High Capacity Scheduling" author: "Matt Fairhurst" date: "2020-07-30" description: "High Capacity Scheduling is safe, hands-free appointment setting at scale, deployed regionally or nationally on the Skedulo Deskless Productivity Cloud." lastmod: "2020-10-30" --- # Re-opening Economies with High Capacity Scheduling Published July 30, 2020 · Updated October 30, 2020 · By Matt Fairhurst · 5 min read The 2020 global economic shutdown has been historic. New information is presented every day, but one fact remains true: COVID-19 is unpredictable and continues to spread. City centers, polling locations, theaters and stadiums are susceptible to disorganization, crowding, and unhealthy conditions. As economic planners and public health officials balance risk and weigh options for reopening, they must find controlled and effective methods to avoid crowding and solve for social distancing at scale. This requires a deliberate balance between the need to organize and deliver services, public health, events and gatherings at scale, with extreme levels of organization and safety. ## Introducing a New Way Forward: High Capacity Scheduling High Capacity Scheduling is safe, secure, hands-free scheduling and appointment setting for the masses that can be quickly deployed regionally or nationally to ensure public health. Built on the Skedulo Deskless Productivity Cloud, it’s uniquely designed to address the complexities of scheduling, appointments and site throughput with the high degree of flexibility necessary during this time of change and uncertainty. ### Use cases include: - COVID-19 testing at scale (residents, government employees) - [Vaccination administration](https://www.skedulo.com/industries/healthcare-human-services/) - [Voting and elections](https://www.skedulo.com/product/field-scheduling/) - [Large scale entertainment events (concerts, sports, theaters)](https://www.skedulo.com/product/field-scheduling/) - [Economic re-opening and “get back to work” programs](https://www.skedulo.com/product/field-scheduling/) ## How it Works Rather than allowing unstructured crowds to randomly swarm test sites, polling places or football stadiums at their will, [high capacity scheduling](https://www.skedulo.com/product/field-scheduling/) allows participants to use their phone or web browser to select specific appointment times for entry, thus ensuring social distancing and governing crowd control. After a window of time is selected, participants receive their arrival time, crystal clear appointment details and instructions, and what to expect when they arrive. Throughout the process, participants stay informed by email or SMS with reminders and any changes/modifications. To keep participants safe, avoid unnecessary paperwork, and speed entry, the contactless appointment is confirmed via a QR code that will be used for check-in. This contactless check-in also ensures the safety of staff, allowing them to focus on monitoring arrival time accuracy and scanning entrants. One of the main advantages of high capacity scheduling is that the all-digital system continually tracks demand and capacity in real-time to avoid overbooking. As soon as capacity is reached at one testing or polling site, the dynamic scheduling solution will intelligently re-route new appointment requests to the nearest available site. ## High Capacity Scheduling Success: COVID-19 Testing Back in March, New York was the epicenter of the virus spread and quickly became the worldwide eye of the COVID storm. Panicked residents flooded regional testing centers not knowing if they had already contracted the disease. Unmasked, they also dangerously interacted with other residents. A new way forward was needed, and BioReference Laboratories, Inc. found High Capacity Scheduling. In the first four months of deploying the high capacity scheduling solution, BioReference has conducted hundreds of thousands contactless COVID-19 tests, including helping Major League Soccer (MLS), the National Basketball Association (NBA), and the National Football League (NFL) with their player testing. Even the Mass Transit Authority (MTA) in New York used BioReference Lab to help get New York moving again. “By using Skedulo, testing that normally took 10 minutes was cut in half to 5 or 6 minutes in and out. With our QR code system linking to the initial booking, there was also no need for manual data entry by staff at the facilities. The amount of data entry went down, and data accuracy went up.” **Learn more about High Capacity Scheduling from Skedulo** ## High Capacity Scheduling Use Case: Vaccine Administration As the world anxiously awaits a vaccine for COVID-19, public health officials are already planning for the rollout of the vaccine worldwide. While flu vaccine participation rates typically range between 30-40% in the United States, COVID-19 vaccine participation is expected to be significantly higher. Vaccination administrators are mindful of the surging interest in COVID-19 vaccination and should take steps today to deploy safe, controlled, proven high capacity scheduling to administer the vaccination at a grand scale. As with COVID testing, the solution would allow individuals receiving the vaccination to arrive at specific appointment times, avoiding crowding and ensuring social distancing. If capacity has been reached at vaccination site A, appointment requests can be routed to vaccination site B right down the road. The solution can be integrated with existing [vaccination administration](https://www.skedulo.com/industries/healthcare-human-services/) systems to provide a streamlined technical experience as well. ## High Capacity Scheduling Use Case: Voting and Elections Details for voting in the United States national presidential election in November are still coming together, but regardless of how events take shape here and around the world, polling places are another obvious crowding scenario that must be solved for in a COVID world. [High Capacity Scheduling](https://www.skedulo.com/product/field-scheduling/) is an ideal option for regional or national elections. City and Federal officials can ensure citizens arrive on time without crowding, streamlining the voting process and ensuring the safety polling administrators. Polling workers can simply and safely scan voters as they arrive to optimize the overall experience. ## High Capacity Scheduling Use Case: Large Scale Entertainment such as Sports and Concerts Do you miss seeing your favorite artist perform or sports team play? Safety considerations have plagued the restart plans for the arts and major league sports across the globe. High Capacity Scheduling from Skedulo is already helping major league sports with their restart plans in the United States, starting with assuring each and every athlete for Major League Soccer (MLS), The National Basketball Association (NBA), and most recently the National Football League (NFL) are regularly tested. The next opportunity for High Capacity Scheduling is with fans or concert goers themselves, providing event attendees a chance to select specific entry times to reduce crowding at the gates and streamline event entry. With crowding avoided, ticketing agents can focus on scanning QR codes while maintaining a safe distance. ## High Capacity Scheduling Use Case: Economic Re-opening & “Get Back to Work” Programs As many downtown business districts remain vacant, city officials are looking for modern ways to manage ingress and egress to corporate headquarters and large multi-use buildings. High Capacity Scheduling can be used for the reopening of city business districts by staggering when workers are scheduled to arrive, avoiding unnecessary crowding in building lobbies and elevators. Workers can have the confidence their corporate headquarters won’t be overwhelmed with fellow commuters all arriving at once. Human beings are inherently social, and COVID-19 has presented a real challenge as we yearn to reconnect with one another. As disruptive as COVID-19 has been, it is forcing innovation and change. At Skedulo, we believe the future of our economies will depend on High Capacity Scheduling. We invite all customers, partners, investors, and prospective customers to join us as we look to solve these far reaching problems and allow us to get back together once again. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/retaining-talent-in-home-healthcare/" type: "blogPost" title: "Retaining Talent in Home Healthcare" author: "Marie Francis" date: "2019-06-17" description: "With home healthcare turnover climbing, retaining and energizing your workers matters more than ever. Here's how mobile workforce management can help." lastmod: "2020-05-20" --- # Retaining Talent in Home Healthcare Published June 17, 2019 · Updated May 20, 2020 · By Marie Francis · 5 min read The churn in the home health provider workforce is one of the biggest challenges for most healthcare organizations. According to the Home Care Benchmarking Study, the industry experienced [82% turnover](https://homehealthcarenews.com/2019/05/home-care-industry-turnover-reaches-all-time-high-of-82/) in 2018. Aside from the cost implications of such high turnover, there is another factor to consider: how turnover impacts the patient relationship. Patients are looking for providers who listen, build a relationship, and are available to them. It’s [reported](https://participatorymedicine.org/journal/evidence/research/2015/06/25/what-do-people-want-from-their-health-care-a-qualitative-study/) that 85% of patients say that having a provider who listens is one of the most important things they want from their health care. Additionally, 47% of patients care deeply about having convenient and quick access to care when they need it. When patients are unable to establish that provider-patient relationship, it affects not just patient satisfaction but also quality of care. With patient outcomes and cost efficiency on the line, it’s crucial for home health organizations to understand the best ways to attract, motivate, and retain their workforce. ## The State of Home Healthcare The home healthcare segment is growing at an outstanding rate today. One of the key factors is the rising proportion of the population that is 65 years or older, an age category that represents the major share of the home healthcare client base. Between [2015 and 2050](https://www.who.int/news-room/fact-sheets/detail/ageing-and-health), the older population is expected to double worldwide. And it will happen within 20 years in some individual countries—something that has never happened in such a short timeframe. This begs the question: is there a sufficient supply of medical practitioners and healthcare workers to service this increasing number of clients? The short answer is “no.” [Reports estimate](https://mercer.healthcare-workforce.us/) there will be a shortfall of 446,300 home health aides, 95,000 nursing assistants, 98,700 lab technicians, and 29,400 nursing practitioners by 2025 in the U.S. alone. Even as providers try to bridge this gap through recruitment and other means, they have the additional challenge of retaining their existing talent pool. The expectations of home healthcare services are much different now than in previous decades. Slick and efficient B2C services, such as Amazon and Netflix, have normalized high-quality customer experiences and on-demand, personalized service. Hence, home health organizations [are expected to perform](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) with the same efficiency and quality as their peers in other industries. Many in the healthcare industry, unfortunately, have been slow in keeping pace with these changes. Most technology solutions focus on compliance adherence, but the need of the hour is to provide the sophisticated experience that home healthcare providers and patients seek. Leading home healthcare providers are looking beyond the tools traditionally offered to their industry to get ahead. Let’s look at Easterseals Bay Area, which achieved this objective by leveraging modern healthcare technology solutions. ## Improved Care Management and Clinician Engagement with Mobile Workforce Management [Easterseals Bay Area (ESBA)](https://www.eastersealsbayarea.org/) provides services, such as behavioral and occupational therapy, as well as day care and in-home care support for children, adults, and families with special needs. In 2012, when the California Autism Insurance Law took effect, the number of patients who sought behavioral health services went up significantly, leading to ESBA clocking a million treatment hours annually by 2017. The growing client base led to a couple of key challenges in managing their workforce. ### Challenge #1: Catering to an Increasingly Mobile Workforce Easterseals Bay Area serves children and families by going to their homes. Seventy percent of its workforce offers direct clinical services and are predominantly mobile. These are caregivers and medical practitioners who worked with patients in their homes and communities. And additional 20% of its workforce performs supervisory activities, such as oversight and assessments, and this group is partially mobile, splitting time between the office and clients’ homes. The remaining 10% contribute to administrative activities and work from the office. The diversity of activities done by the ESBA workforce, along with the increasing number of employees who were mobile, made overall workforce management quite complicated. ### Challenge #2: Balancing Priorities and Needs of Multiple Stakeholders Easterseals Bay Area must balance the needs of its three key stakeholders—clients, practitioners, and the organization itself. The client families are frequently dealing with the stress of challenging diagnosis for their loved one, and therefore have a need for coaching, flexible scheduling, and a perfect match to the right type of treatment program. On the other end, the nonprofit organization is cost-conscious, exploring ways to continue providing high levels of services at lower costs. And then, there were the practitioners in the middle, whose needs had to be taken care of, as well. They also had to be matched with the right type of client, based on their expertise, and have their work hours optimized to help keep them engaged. ### Solution: Leveraging Mobile Workforce Management Automating their home healthcare operations emerged as the answer to ESBA’s challenges. The leadership team decided to partner with a well-rounded mobile [workforce management system ](https://www.skedulo.com/learn/mwm-best-practices/)that helps automate key moments in the client care cycle. The objective was to use a mobile workforce management platform that emphasizes providing the best care to the client and automating logistical tasks that burdened practitioners and care coordinators. That way, practitioners could instead focus on providing client care—the core reason why they were part of Easterseals Bay Area. Let’s look at specific areas where improvements were made: #### **Client placement management** Skedulo’s mobile workforce management system helped ESBA match clients with the right provider based on clinical needs and client preferences, such as location and language. Matching the right practitioner with the right client enabled a higher level of trust, satisfaction, and overall care. #### **Scheduling and capacity management** A flexible mobile workforce management system was needed to schedule a dynamic and large workforce, which would help ensure they were utilized effectively and not overloaded. Skedulo’s mobile workforce platform also minimized paperwork—it replaced spreadsheets and flipcharts with visual tools that made scheduling much easier and more efficient. As a result of their efforts, ESBA [recorded impressive results](https://www.skedulo.com/resources/hiring-retaining-managing-deskless-caregivers/), with 25,000 appointments managed per month through approximately 10,000 practitioners. ## Bridging the Gaps in Home Healthcare Of all the segments of the healthcare industry, home care and home health have perhaps the greatest potential to bridge the gap between demand for care and supply of talent. And the best way to retain and energize your home health workforce is to let them focus on patient care, rather than administrative work or scheduling hiccups. To retain home healthcare providers, organizations should [choose a mobile workforce platform](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) that meets the biggest challenges of mobile healthcare providers today, while allowing you room to expand and meet new customer needs in the future. To see how Skedulo can help your home healthcare organization, [request a demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/revenue-efficiency-in-field-service/" type: "blogPost" title: "Revenue Efficiency in Field Service" author: "Ed Backhouse" date: "2026-04-08" description: "Revenue efficiency in field service depends on strategic utilization of resources without sacrificing service delivery & interaction quality." lastmod: "2026-04-08" --- # Revenue Efficiency in Field Service Published April 8, 2026 · By Ed Backhouse · 7 min read With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… With [field service costs and customer expectations rising](https://www.skedulo.com/blog/field-service-perspectives-what-were-hearing-and-where-were-going/), finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on **revenue efficiency**—how effectively the company converts resources into income—helps maintain financial stability—and even competitive differentiation—amid economic headwinds. Better revenue efficiency means better resource use, reflected in KPIs such as operating expense ratio, workforce utilization, and overall profitability. In this guide, we’ll dive deeper into revenue efficiency and strategies to improve it. Calculate revenue efficiency as follows: ### (Revenue ÷ Expenses) × 100 = Revenue Efficiency % This shows how much the organization spends to generate each dollar of revenue. A lower ratio means better efficiency, while higher ratios have room to improve; for example, 40% revenue efficiency means the company spends $0.40 to make $1.00, and 80% revenue efficiency means the company spends $0.80 to make $1.00. There are [several variations on the operating efficiency ratio](https://blog.udemy.com/efficiency-ratios/) that help leaders zoom in on specific operational areas. For example, a COO who wants to understand the relationship between headcount and profitability would track **revenue per employee** over time, while a CFO looking to optimize the revenue cycle would measure **accounts payable turnover ratio**. Tracking revenue efficiency over time helps connect operational performance—[like resource utilization and scheduling effectiveness](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/)—to tangible financial results. This supports strategic decision-making, provided revenue efficiency is [considered alongside other relevant field service KPIs](https://www.skedulo.com/blog/field-service-kpis-to-improve-field-service-quality/). Efficiency gains must be balanced with service quality, customer satisfaction, first-time fix rates, and other markers of operational performance. ## **The four pillars of revenue efficiency** Revenue efficiency rests on four foundational pillars. Each represents a critical resource category that field service organizations must optimize to improve their expenses-to-revenue ratio. - **Maximize each worker’s time:** Maximize each worker's time through scheduling efficiency, route optimization, and equipping workers to complete jobs right the first time. - **Optimize overall workforce utilization:** Optimize your workforce mix — balancing full-time employees with contractors and maintaining the right staffing levels to meet demand without excessive overhead. - **Data-Driven Strategy:** Harness field service data to learn from short- and long-term trends, empowering leaders to make better decisions and continuously improve operations. - **Equipment Optimization:** Track asset utilization, maintain recurring maintenance schedules, and monitor lifetime costs so investments contribute to revenue rather than become cost centers. These four areas are interconnected, not isolated. When technicians complete more jobs per day due to better scheduling, use optimal routes to reduce travel time, have the right equipment available, and know the customer history—and leaders have better data with which to make decisions—the cumulative effect multiplies across the organization. By strengthening one area, leaders ease the pressure on others; by optimizing all four, the entire revenue efficiency structure becomes much stronger. - **10–30%** — productivity gains achievable through route optimization and smarter scheduling - **20–30%** — boost in daily production from using data to track technician schedules in real-time - **$300k** — annual savings achievable from reducing field service turnover by just 5% ## **7 Strategies to Improve Revenue Efficiency** The following strategies address each pillar directly, and work synergistically: improvements in one area often amplify benefits in others. ### **1. Equip Field Service Workers with the Right Technology** [Providing field workers with the right technology](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), information access, and mobile capabilities fundamentally transforms productivity and efficiency. **This is where modern field service organizations create the most substantial competitive advantage.** When workers struggle to accomplish key tasks with the tools they've been provided, they grow frustrated, and turnover rises—which comes at a huge cost. [Employers spend at least 50% of an employee's salary](https://www.applauz.me/resources/costs-of-employee-turnover) to find and train a replacement hire, and up to 400% for highly skilled positions. Modern field service requires: - **Mobile apps that provide comprehensive access:** Workers need real-time access to work orders, job details, customer history, equipment specifications, and troubleshooting guides. The mobile interface must be intuitive and work offline when connectivity is limited. - **Real-time communication capabilities:** Instant updates on schedule changes, customer messages, emergency priorities, and team coordination reduce wasted time and improve responsiveness. Both back-office-to-field and field-to-field communication capabilities are essential. - **Integrated safety and compliance tools:** Easy access to safety protocols, incident reporting, compliance documentation, and emergency contacts protects workers while ensuring regulatory requirements are met efficiently. - **Simplified data capture:** Mobile-friendly forms, photo documentation, digital signatures, and automated data sync eliminate paperwork and reduce administrative burden, allowing technicians to focus on revenue-generating service delivery. ### REVENUE IMPACT Better communication in the field, safer and more informed workers, and higher worker satisfaction all contribute to improved productivity, reduced turnover costs, and enhanced customer service—directly impacting revenue efficiency. ### **2. Optimize Field Service Processes and Workflows** Streamlining field service workflows involves systematically examining every process to eliminate inefficiencies, reduce waste, and remove unnecessary steps. This isn't about working harder—it's about working smarter through process optimization. Key workflow optimization strategies include: - **Process mapping and analysis:** Document current workflows to identify bottlenecks, redundancies, and inefficient handoffs between systems or teams. - **Intelligent automation:** Automate repetitive, manual, or error-prone tasks like appointment confirmations, schedule updates, invoice generation, and routine data entry. Automation frees skilled workers to focus on high-value activities. - **Workflow standardization:** Establish best practices for common scenarios while maintaining flexibility for exceptions. Standardization reduces training time, minimizes errors, and enables continuous improvement. - **Integration between systems:** Eliminate data silos by integrating field service management software with CRM, ERP, inventory management, and financial systems to ensure seamless information flow. ### REVENUE IMPACT: [Streamlined processes save costs](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/), improve productivity, reduce redundancies, and enable organizations to handle higher volumes without proportionally increasing expenses—directly improving the efficiency ratio. ### **3. Reduce Unnecessary Travel Expenses** Travel represents one of the largest controllable expenses in field service operations. Organizations that transform themselves and [capitalize on new field service technologies](https://www.skedulo.com/blog/field-service-perspectives-what-were-hearing-and-where-were-going/) can generate significant gains in labor costs, productivity, and other performance metrics, including 10-30 percent gains in productivity. Route optimization technology considers multiple factors simultaneously: - **Job locations and sequence:** Algorithms determine the optimal service call sequence to minimize total travel distance and time. - **Real-time traffic and road conditions:** Dynamic routing adjusts routes based on current traffic patterns, construction, weather, and other variables. - **Technician skills and availability:** Matching the right technician to each job while optimizing their route creates both operational and customer satisfaction benefits. - **Time windows and priorities:** Balancing customer preference windows, emergency priorities, and scheduled maintenance to maximize efficiency. ### REVENUE IMPACT: Lower travel-related expenses, reduced fuel costs, less vehicle wear and tear, and more efficient use of workers' time directly improve profitability. For field sales teams, effective route planning translates to more customer interactions and higher close rates. ### **4. Use Smart Scheduling and Data Analytics to Optimize Field Operations** Using data to track technician schedules in real-time can boost production [by 20-30% per working day](https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/how-disruptive-technologies-are-opening-up-innovative-opportunities-in-services). Smart scheduling and analytics represent perhaps the most impactful efficiency improvement opportunity for field service organizations. **Smart scheduling** capabilities include: - **Multi-variable job matching:** Automatically assign technicians to jobs based on skills, certifications, proximity, customer preferences, historical performance, and availability. - **Predictive job duration:** Use historical data to accurately estimate how long each job will take, improving schedule realism and reducing gaps or overtime. - **Real-time schedule optimization:** Continuously adjust schedules based on completed jobs, delays, cancellations, and new emergency requests to maintain optimal efficiency throughout the day. - **Automated notifications:** Instantly communicate schedule updates to all stakeholders—technicians, customers, dispatchers, and managers. **Data analytics** capabilities include: - **Historical trend analysis:** Review service patterns by type, location, equipment, season, and team to identify optimization opportunities. - **Performance benchmarking:** Compare technician, team, and regional performance to identify best practices and development needs. - **Predictive insights:** Use machine learning to forecast demand patterns, equipment failures, and resource requirements. - **Continuous improvement metrics:** Track efficiency improvements over time to validate the impact of operational changes. ### REVENUE IMPACT More on-time arrivals, more efficient use of workers' time, more jobs completed per day and week, better insights from field service data, and improved resource allocation all contribute to revenue growth and efficiency gains. ### **5. Prioritize Employee Engagement in the Field Service Workforce** Engaged teams are [more profitable and experience significantly less turnover](https://www.gallup.com/workplace/349484/state-of-the-global-workplace.aspx) than less engaged teams. Employee engagement directly impacts service quality, which in turn affects customer satisfaction, retention, and advocacy. Engaged field service workers deliver superior customer experiences because they're invested in outcomes, take ownership of problems, and go the extra mile to ensure customer satisfaction. This creates a virtuous cycle: satisfied customers are more likely to remain loyal, recommend services to others, and accept additional services—all of which drive revenue growth. **Strategies to improve field service engagement:** - **Realistic, balanced scheduling:** Respect technician preferences and availability while ensuring balanced workloads to prevent burnout or underutilization. - **Clear communication and transparency:** Provide visibility into schedules, changes, performance metrics, and company goals to help workers understand how they contribute to success. - **Professional development opportunities:** Invest in training, skill development, and career advancement to demonstrate commitment to worker growth. - **Recognition and feedback:** Acknowledge excellent performance, provide constructive feedback, and create channels for workers to share insights and suggestions. - **Empowerment through technology:** Equip workers with tools that help them succeed rather than creating frustration or obstacles. Consider this example: A field service company employs 120 skilled technicians and experiences a 20% annual turnover rate, resulting in the replacement of 24 technicians each year. If the cost of replacing each technician is approximately $50,000, annual turnover costs add up to $1.2 million. A modest improvement—reducing 20% annual turnover to 15%—would save $300,000 per year. ### REVENUE IMPACT Higher employee satisfaction and engagement lead to improved retention, reduced turnover costs, better service quality, stronger customer relationships, and enhanced productivity, all contributing to improved revenue efficiency. ### **6. Move to Proactive Field Service Models** Traditional field service is often reactive, responding to breakdowns and failures. [Proactive field service methods](https://fieldservicenews.com/featured/how-to-boost-service-revenue-with-proactive-field-service-models/) are a different approach to field service and can transform the revenue model. **Proactive service models include:** - **Predictive maintenance:** Use IoT sensors, equipment data, and machine learning to predict failures before they occur. Embedded sensors can alert both service providers and customers when equipment issues are imminent, allowing proactive response rather than costly emergency repairs. - **Preventative maintenance:** Schedule regular maintenance in accordance with equipment specifications, usage patterns, and manufacturer recommendations to extend asset life and prevent failures. - **Remote monitoring:** Companies that embrace remote services can enhance their capacity to service equipment and increase their right to win as the true owners of equipment and operational insights. Remote monitoring enables early problem detection and, in many cases, remote resolution without dispatching technicians. - **Outcome-based contracts:** Shift from transactional service calls to long-term service agreements where compensation is tied to equipment uptime, performance, or other outcome metrics. These proactive approaches can transform the revenue model. For example: - **New recurring revenue streams:** Maintenance contracts and monitoring services provide predictable monthly or annual revenue. - **Higher customer lifetime value:** Customers with ongoing service relationships are more loyal and less likely to switch providers. - **Improved operational efficiency:** Planned maintenance is more efficient than emergency repairs, allowing better scheduling, parts preparation, and technician utilization. - **Extended asset lifecycles:** Proactive maintenance extends equipment life, reducing premature replacement costs for customers and creating longer service relationships for providers. ### REVENUE IMPACT New revenue streams, longer equipment lifespan, higher customer loyalty and lifetime value, reduced unnecessary replacement costs, and improved operational efficiency all contribute to better revenue efficiency. ### **7. Explore New Services and Sales Opportunities** Field service organizations can drive revenue growth by expanding beyond traditional service models to capture new opportunities. | Remote assistance & diagnostics: Leverage IoT, machine-to-machine communication, and remote support capabilities to resolve issues without on-site visits when possible. This increases capacity without proportionally increasing costs. | Technician-identified upsell & cross-sell: Train and equip field technicians to identify opportunities for additional services, equipment upgrades, or complementary products during service visits. | | --- | --- | | New service types New sales opportunities Remote assistance & diagnostics: Leverage IoT, machine-to-machine communication, and remote support capabilities to resolve issues without on-site visits when possible. This increases capacity without proportionally increasing costs. Technician-identified upsell & cross-sell: Train and equip field technicians to identify opportunities for additional services, equipment upgrades, or complementary products during service visits. Field Service-as-a-Service: Organizations with optimized field service processes can offer their capabilities to other companies, creating new revenue streams from existing infrastructure and expertise. | Clear workflows for opportunity capture: Establish simple processes for technicians to document and communicate opportunities, with clear handoffs to sales or account management teams. | | Consulting & advisory services: Experienced field service organizations can monetize their expertise by helping customers optimize their own operations, equipment utilization, or maintenance strategies. | Value-based pricing strategies: Ensure pricing strategies reflect the true value delivered, particularly for proactive services, premium response times, or specialized expertise. | ## **How Skedulo drives revenue efficiency** Revenue efficiency in field service requires a holistic approach that addresses technology, processes, workforce management, and business models. The strategies outlined here work synergistically: improvements in one area often amplify benefits in others. Improving revenue efficiency in the modern field service landscape requires technology that empowers workers, harnesses field service data, and enables continuous improvement. Skedulo is an operating system for the way companies manage and organize people and their time, skills, capabilities, and constraints. With [native integrations and API connections](https://www.skedulo.com/integrations/), companies can bring intelligent scheduling and workforce management to their existing tech stack. Connect Skedulo to systems like Workday, NetHealth, eduMe, and many more to create a seamless, worker-friendly experience. To see what Skedulo can do for your workforce, [request a demo today](https://www.skedulo.com/book-a-demo/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/rise-1099-mobile-workforce/" type: "blogPost" title: "The Rise of the 1099 Mobile Workforce" author: "Marie Francis" date: "2017-03-23" description: "The 1099 mobile workforce is growing, changing the traditional structure of businesses. Learn how companies can better manage and schedule 1099 employees." lastmod: "2020-05-20" --- # The Rise of the 1099 Mobile Workforce Published March 23, 2017 · Updated May 20, 2020 · By Marie Francis · 3 min read Don’t be frightened of the title. Even though it sounds like the trailer for a Hollywood blockbuster, the 1099 mobile workforce is real, and it’s a force for good. The structure of business is changing as field organizations swell in importance. More customers want services delivered at their home, office, or anywhere else that is convenient. Part of what’s driving this trend is that technology has made it easier to connect people in need with highly skilled individuals who work for organizations in unique ways. Freelancers and independent contractors deliver services that customers want, but companies that hire them need to provide flexibility and administrative support so the workers can focus on quality services. The simple fact of business today is that companies must find ways to adapt to a more blended workforce, whether that means flexible full-timers or independent 1099 workers. **The 1099 Economy** The mobile revolution took that trend to an entirely new level. The dream remains, but the landscape has changed. Workers in the new “gig economy” want to be their own boss, work their own hours and go wherever they are needed. Many of them contract out their time to multiple service providers. The 1099 workforce is a broad category that includes agency temporary workers (temps), direct-hire temps, on-call workers, day laborers, contract company workers, independent contractors, self-employed workers and standard part-time workers. Today, 30 percent of the U.S. workforce is either self-employed or working for the self-employed. Optimal scheduling can be a nightmare for 1099 workers, but they need extra flexibility to meet their unique set responsibilities. Often there are no desks, no 40-hour work weeks, no time clocks and no regrets. **Waking Up From the Admin Nightmare** Mobile workforce scheduling software empowers the 1099 workers to concentrate on being more productive at whatever they do best. A scheduling system deployed over mobile makes it easy to manage people in the field. If you were a 1099 worker, would you want to work for a company that requires you to fax in your hours and requires you to call to find out your schedule for the week ahead? Or would you rather handle everything and communicate with the company using an app on your own phone? Instead of being just another administrative burden, the second company is a joy to work for. From the perspective of the company’s scheduler, It’s usually extremely complicated to keep tabs on the availability and skill set of each 1099 worker so they can be scheduled quickly without adjustments or problems. A mobile app for scheduling and communicating with field service workers saves hours every week. Companies everywhere are using advanced tech to adapt to the needs of this new 1099 workforce. Skedulo has helped customers like AWP manage their growing team of 1099 workers. Area Wide Protective (AWP) is a national leader in traffic control personnel. They manage a workforce of more than 5,000 traffic specialists, mostly 1099 contractors. This has proven to be an efficient and easily scalable way to grow their organization. **Secrets of 1099 Scheduling Optimization** Pulling in the best aspects of the web and mobile, Skedulo helps dispatchers optimize scheduling based on a dizzying array of factors and nuances. The result has been vast improvements in efficiency and worker engagement for companies that rely on the performance of their mobile field service army. Deploy Skedulo to handle the what, when and where. Your business can provide the why. The world is changing fast, and the companies that do a better job of managing their field service employees are the ones blowing past the competition. [Download our e-book](https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/) to learn the other four secrets of managing the rising mobile workforce. With Skedulo and a good understanding of what motivates 1099 workers, your company will be prepared to rise with them. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/rise-of-field-service-management-fsm/" type: "blogPost" title: "The Rise of Field Service Management (FSM) and Why Mobile First is Here to Stay" author: "Trevor Morrison" date: "2017-09-14" description: "The cloud Field Service Management (FSM) market (Mobile Workforce Management) is evolving. Find out how you can evolve with it!" lastmod: "2020-05-20" --- # The Rise of Field Service Management (FSM) and Why Mobile First is Here to Stay Published September 14, 2017 · Updated May 20, 2020 · By Trevor Morrison · 3 min read You’re probably wondering, what IS the future of Cloud Field Service Management (FSM). Well, I’m here to tell you that it’s…CYBORGS. The end. Nothing else to see here… On a more serious note, the cloud FSM market is evolving alongside the world’s continual adoption of new technology and technical enhancements. ‘Patience’ is becoming an old latin term to customers, as operational efficiency is improving their experience and simplifying the field service industry, a category that we lovingly refer to as Mobile Workforce Management. The Mobile Workforce game is no longer just for the telecom industry, with health care and retail evolving how they cater for their customers. As the adoption rate of cloud computing among enterprises increases, so does the cloud FSM market share, with estimations the scheduling and dispatch solution will have [the largest market share in 2017](https://www.marketwatch.com/story/cloud-field-service-management-market-worth-22545-million-usd-by-2022-2017-09-12-112033127). This will see an increase in the mobile worker population, with the US expecting a steady growth rate from [96.2 million in 2015, to 105.4 million mobile workers by 2020](https://www.businesswire.com/news/home/20150623005073/en/IDC-Forecasts-U.S.-Mobile-Worker-Population-Surpass). This market share drive is influenced by several factors, including: - **Competition:** Increase of scheduling, management, and dispatch solutions - **Cost:** Improving field service efficiency and adopting mobile workforce management tools like [Skedulo](https://www.skedulo.com/) to control cost - **Return on Investment (ROI): **Utilizing today’s market leading tools is growing the industry players piggy banks - **Mobile Technology: Today’s Smartphones are creating a wealth of advancements in real-time communication between the field service team and back office. This streamlines day-to-day process, reducing human error and increasing efficiency** _With an estimated market worth of [2,254.5 million USD by 2022](https://www.marketwatch.com/story/cloud-field-service-management-market-worth-22545-million-usd-by-2022-2017-09-12-112033127) (from 1,013.2 million USD in 2017), we can expect to see continual innovation in cloud FSM and Mobile Workforce Management._ ## How do mobile workforce management solutions help this drive? Well, if you enjoy having your vehicle dashboards piled high with dodgy printed spreadsheets with misspelled addresses, wrong phone numbers, and incorrect appointment times, then mobile workforce management solutions don’t help much. If you prefer a much cleaner and eco-friendly approach, then solutions like [Skedulo](https://www.skedulo.com/product/field-scheduling/) help with the above, along with balancing resource availability, skill sets, customer needs, travel times, length of the job *gasp for air*… and so much more! ## What industries are expected to see some of this market share? Numero uno is the training, education, and consulting market, estimated to have the largest market share in 2017. In second place, the retail and consumer goods vertical is one of the fastest-growing industry verticals due to the increase in consumer purchasing power. Cloud FSM solutions delivery efficiency offer a wealth of benefits in this vertical, including reporting and analytics, and connecting mobile employees to nearby offices and outlets. Other industries that will profit from the technical advancements of cloud FSM, include: - **Health care**: The aged care and home health care industry need cloud FSM as a matter of life and death … no really. Customer needs are no joking matter in this industry and the adoption of Mobile Workforce Management is detrimental to seamless customer service and support. [HealthStrong](https://www.skedulo.com/customers/healthstrong/) in Australia use Skedulo to facilitate their 300+ practitioners in the aged care sector and have increased weekly appointments by 30% since adopting our scheduling brilliance. - **Non-profits**: Not-for-profit’s like [Furniture Bank](https://www.skedulo.com/customers/) in the United States, use Skedulo to manage the pick-up and drop-off of donated furniture to support those in need. Since adoption, they now have full visibility of their team’s locations and can strategically provide more furniture to those in need on a daily basis. - **Solar Energy: **Field service technicians require Mobile Workforce Management to optimize appointment scope and availability. Efficiency in this field means reduced windows of waiting time for potential customers. ## What regions are expected to have the largest market share? The Outer Rim Territories and Wild Space… yes, that was a Star Wars reference. In all seriousness, North America is estimated to have the largest market share in 2017, while Asia-Pacific is projected to be the fastest growing region from 2017-2022. Why? North America has seen advancements in IT infrastructure and technical expertise, which takes kindly to cloud adoption. Want some of that upcoming market share? [Request a demo](https://www.skedulo.com/) using Skedulo and see how it can transform your mobile workforce into a seamless customer-centric cavalerie. Learn how to select the right Mobile Workforce Management solution with our new eBook [‘5 Secrets to Evaluating the Best Mobile Workforce Solution'](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/). ### Learn more about mobile workforce management [Mobile Workforce Checklist](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) [Skedulo Platform Key Features](https://www.skedulo.com/resources/skedulo-platform-key-features/) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/roi-of-field-service-management/" type: "blogPost" title: "How the Benefits of Field Service Management Drive ROI" author: "Ed Backhouse" date: "2018-10-31" description: "A good field service management solution increases productivity, customer and employee satisfaction, and profitability, benefits that translate to ROI." lastmod: "2021-07-16" --- # How the Benefits of Field Service Management Drive ROI Published October 31, 2018 · Updated July 16, 2021 · By Ed Backhouse · 5 min read It’s no secret that the demand for onsite services is rapidly growing—the global field service market is expected to boom to [$5.1 billion](https://www.marketsandmarkets.com/PressReleases/field-service-management.asp) by 2025. Customers expect to get precisely what they need, when and where they need it. Yet, there are many challenges for technicians: tools are too slow, data access is limited, many tasks require manual entry, and the list goes on. So how are field service providers supposed to keep up with a booming industry when faced with these challenges? The answer is field service management software. Field service management software helps address both of the [top concerns](https://www.fieldtechnologiesonline.com/doc/field-service-shared-struggles-0001) of service organizations: ensuring their workforce is as efficient as possible, and meeting increasing customer expectations. The benefits of field service management software and mobile apps come in many forms: they make field techs’ jobs easier, they increase customer and employee satisfaction, and they streamline internal operations. Read on to learn more about the benefits of field service management and how they translate to ROI. ## Benefits of Field Service Management By 2025, more than half of field service jobs will use advanced digital tools, including AR, cloud-based knowledge sharing, and  [field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/) solutions. A good FSM tool does more than just reduce paperwork and speed up billing to earn its ROI. It increases deskless worker productivity, improves the customer experience, reduces costs, and creates efficiencies that improve your bottom line. ### Reduced Overhead Cost **Automated scheduling** alone can [greatly reduce overhead](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) compared to manual scheduling. Field service management tools can [optimize a deskless worker’s day](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/) so they can complete more revenue generating activities. Optimized travel routes, comprehensive customer details, and logic-driven scheduling all lead to better productivity. **Inventory** is another area that can be more effectively managed with a field service management tool. View in-stock inventories and reorder parts with the push of a button. This saves the company shipping costs, helps avoid rush orders, and prevents the tech from arriving on the job without necessary parts. A mobile-first field service management solution allows for r**oute optimization**, and it reduces fuel costs and wear and tear on company vehicles. The right platform can take into account traffic or construction to select the fastest route—and even which tech is closest if an emergency job ticket pops up. ### Optimized Staffing Managing a large deskless workforce and scheduling jobs can be time-consuming and complicated. Throw in an emergency job at the last minute, and it can be downright stressful. A solution that bridges the gap in communication between the office and the field offers a multiplier effect to a business. WIthout the need to re-schedule or call in additional staff, overtime costs are reduced and efficiency is magnified. “Everytime you save a phone call, it not only saves that 30-second call,” says David Benoit, president of ServiceMaster Clean Vancouver. “It saves you the 20 minutes it takes to re-focus on what you have to do next.” [Accurate, real-time scheduling](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) allows you to set up an efficient workday, minimize last-minute changes, estimate job completion time, and replace or add technicians to a job, all without interrupting business. It’s that easy. Read more on how to [master field service](https://www.skedulo.com/resources/how-to-master-field-service-evolution/), or request a demo today. ### Faster, More Accurate Invoicing Field service management software lets your deskless workers take notes in the CRM, generate invoices, and capture signatures on-site. When the job is complete, there’s no need for the technician to return to the office or submit paperwork. Many companies see their [billing cycle reduced](https://www.capterra.com/field-service-management-software/user-research) by 30 days or more with a field service management solution. This translates into better, more consistent cash flow for the company. One company, [Area Wide Protective](https://www.skedulo.com/customers/area-wide-protective/), saw 64% faster invoicing and a 41% reduction in invoice corrections when they implemented a field service solution that connected data about services delivered directly to the back office team via CRM. ### Increased Employee Satisfaction and Productivity Employee satisfaction means that your employees are up to [13% more productive](https://www.ox.ac.uk/news/2019-10-24-happy-workers-are-13-more-productive), which increases company profitability. Plus, happy employees are more likely to lead to satisfied customers. How do you make field service employees happy? With a user-friendly field service management tool! A good field service management tool gives deskless workers accurate schedules quickly—even in real-time. It saves time on the phone to the office for customer details and locations, so technicians can complete the job and move on to the next one more quickly. Another boon for employee productivity with field service management tools is process improvement. Techs can access checklists to ensure they complete every required step, enter job notes directly into the CRM, collect customer signatures and payments, video chat with senior technicians, and perform many other tasks that would otherwise require manual paperwork. Field service management tools lead to more streamlined and efficient processes for everyone. ### Improved Customer Experience Service failures and equipment problems can be stressful for customers. When the mobile worker arrives at the job within the scheduled time and with the right tools, the customer experience starts off on the right foot. A field service management solution makes customer and job history accessible, helping technicians diagnose and fix problems quickly. In turn, your company builds confidence and credibility with the customer. Companie[s](https://www.capterra.com/field-service-management-software/user-research) that use FSM tools report [better customer outcomes](https://www.isemag.com/2020/03/telecom-field-service-market-research-revenue-growth/) with increased first-time fix rates. When processes are efficient and employees are satisfied with the work, the end result is a job well done, a satisfied customer, and likely, a company recommendation for the future. ### ROI of the Skedulo Platform The Skedulo [mobile workforce management platform](https://www.skedulo.com/use-cases/workforce-management/) features a Mastermind engine that prioritizes jobs according to your company’s priorities. With Skedulo, you can hone in on efficiency, customer and employee satisfaction, or another business priority, then optimize your deskless workforce to meet that need. Skedulo is flexible enough to meet multiple business needs, but robust enough to manage your entire mobile workforce, including contractors and part-time field service workers. Here are a few examples of [Skedulo customers](https://www.skedulo.com/customers/) who have experienced much more than ROI from Skedulo’s field service management system: - 86% increase in scheduling and dispatching efficiency in the [commercial security industry](https://www.skedulo.com/customers/area-wide-protective/). - 33% increase in accounts per therapist in the [healthcare industry](https://www.skedulo.com/customers/new-jersey-respiratory-associates/). - 40% decrease in scheduling time in the [training and coaching industry](https://www.skedulo.com/customers/sports-kickstart/). Skedulo’s field service management system integrates with Salesforce and ServiceNow, and extends to other record systems with the Lens API. The intuitive mobile app works on any device, offering a powerful field service management solution. [Request a demo](https://www.skedulo.com/book-a-demo/) of the Skedulo field service management system today and see how it can improve your business! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/roi-of-mobile-workforce-management/" type: "blogPost" title: "What’s the ROI of Mobile Workforce Management?" author: "Ed Backhouse" date: "2018-05-07" description: "Evaluating solutions to manage your field teams? Learn which ROI metrics to look at as you decide how to modernize your mobile workforce management." lastmod: "2020-05-20" --- # What’s the ROI of Mobile Workforce Management? Published May 7, 2018 · Updated May 20, 2020 · By Ed Backhouse · 2 min read For any company with employees in the field, a strong mobile workforce management strategy is an important part of serving customers and keeping up with competitors. As customer service expectations continue to rise, the companies that want to remain competitive need to meet them. The number of mobile workers across all industries is on the rise, and it’s expected to reach [1.87 billion](https://www.strategyanalytics.com/strategy-analytics/news/strategy-analytics-press-releases/strategy-analytics-press-release/2016/11/09/the-global-mobile-workforce-is-set-to-increase-to-1.87-billion-people-in-2022-accounting-for-42.5-of-the-global-workforce) by 2022—42.5% of the entire global workforce! To calculate the true ROI of mobile workforce management solutions, think about the following outcomes of effective workforce management: - **Reduced time to schedule workers, which increases customer reach with the same number of employees** - **Better resource utilization,** which results in more jobs completed for customers. - **Streamlined operational and businesses processes** like invoicing and payroll, which reduce overhead costs. - **Empowered mobile workers,** who are happier and more satisfied with their work, resulting in better interactions with customers. Mobile workforce management helps companies improve workforce scheduling, dispatching, visibility, tracking, performance management, and much more—no matter how many employees you have in the field. An effective workforce management solution provides a central, cloud-based platform that secures customer information, while giving information to the employees who truly need it. Read our guide to the [ROI of Mobile Workforce Management](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) to learn more about the benefits of an effective mobile workforce management system. ## The ROI of the Skedulo Platform The Skedulo [mobile workforce management platform](https://www.skedulo.com/use-cases/workforce-management/) includes a powerful recommendation and optimization engine. The Mastermind™ engine can prioritize jobs based on your business priorities, whether you’re focused on reducing travel time, adapting to customer preferences, creating a balanced workload, or something else entirely. With the [mobile app](https://www.skedulo.com/product/mobile/), managers and back-office administrators can send updated schedules in real-time, and mobile employees can easily communicate with the back office. [Skedulo customers](https://www.skedulo.com/customers/) experience great ROI from their mobile workforce management system, including: - 30% increase in appointments scheduled for an [Australian healthcare provider](https://www.skedulo.com/customers/healthstrong/) - 100% increase in community impact for a [nonprofit organization](https://www.skedulo.com/customers/) - 86% increase in scheduling and dispatching efficiency for a [commercial security firm](https://www.skedulo.com/customers/area-wide-protective/) - 33% increase in accounts per employee for a [respiratory therapy provider](https://www.skedulo.com/customers/new-jersey-respiratory-associates/) Skedulo integrates natively with Salesforce and ServiceNow, and any other system of record with the Lens API. Communicate with your mobile workforce anytime, anywhere, on any device. [Request a Skedulo demo](https://www.skedulo.com/book-a-demo/) today to see the ROI of mobile workforce management in action! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/routing-scheduling-software/" type: "blogPost" title: "How Field Service Scheduling and Route Optimization Drives Efficiency" author: "Craig Panigiris" date: "2022-07-01" description: "Efficient scheduling and routing are crucial to a field service company’s success. Learn how the right tools can help reduce costs and boost productivity." lastmod: "2022-07-01" --- # How Field Service Scheduling and Route Optimization Drives Efficiency Published July 1, 2022 · By Craig Panigiris · 9 min read For field service organizations across every industry, efficient scheduling and route optimization are essential for success. Yet, the complexities of managing these processes make it difficult for many companies to get it right; especially those that lack the proper tools for support. Inefficient scheduling and routing causes significant operational challenges—each of which negatively impact the business’s bottom line—including excess travel costs, an inability to meet service-level agreements (SLAs), and poor customer service. Plus, it hinders worker productivity and diminishes their ability to maximize the number of customers they’re able to serve. To overcome these challenges and maintain their competitive edge, field service organizations need sophisticated tools that optimize their scheduling and routing processes. With the right technology, they can boost worker productivity and efficiency, drive down operational costs, and increase customer satisfaction. ## Operational Challenges Preventing Route Optimization There are several reasons why so many field service organizations still struggle to optimize their routing process, each of which are a direct result of the complex nature of field work. Unlike businesses that operate primarily in a traditional, office-based setting, field service companies must contend with these [common challenges](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/): ### External factors Sure, a bit of unexpected traffic, bad weather, or highway construction might impact a desk-based worker’s ability to arrive at the office on time; and they may face some consequences as a result. But the stakes are much higher for [field workers](https://www.skedulo.com/blog/field-workers/), as their capacity to consistently arrive on time (and [safely](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/)) to customer sites affects their performance, client perceptions, and—ultimately—revenue. Many field service workers still rely on third-party navigation apps (like Waze, Google maps, or other GPS systems) to get from one appointment to the next. While these tools might work in a pinch, they’re simply not enough to optimize travel time as a business scales, serves more customers, and attempts to maximize their workers’ time. Plus, they require [deskless workers](https://www.skedulo.com/learn/deskless-workers/) to toggle between their work app and navigation tool, causing inefficiencies and risky distractions while on the road. Schedulers and [dispatchers](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/) take on a hefty burden, too, as these external factors can also include post-appointment documentation work, unanticipated [detention time](https://www.fmcsa.dot.gov/research-and-analysis/research/effects-detention-times-commercial-motor-vehicle-driver-fatigue) for fleet vehicles, or difficulty accessing job sites—each of which hinders their ability to effectively create (and adjust) schedules with appropriate time between appointments. These often unforeseen considerations can take a toll on field and back-office worker productivity and the client experience. Finalizing logistics through time-consuming, manual methods limits scheduler and dispatcher bandwidth and inhibits the number of jobs each field worker can complete. ### Inadequate scheduling tools Optimized routes depend on [effective, efficient schedules](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), but many field service organizations don’t have the proper scheduling tools and processes in place. In fact, [72% of executives](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) say that worker productivity is negatively impacted by their existing technologies. Paper-based, manual scheduling tools simply can’t handle the complexities of a deskless or blended workforce. There are myriad factors to consider when scheduling and routing a field worker to a job site—including skill sets, certifications, current locations, job progress, preferences, customer history, time of day, work distribution, and more—and outdated tools complicate the process even further. If your team is using spreadsheets, emails, or online calendars, they’re burdened by a time-consuming, error-prone, and inflexible process that makes proper routing an even bigger challenge. Inevitable schedule changes and other last-minute updates (like worker illness, cancellations, or reschedules throw a wrench in routing, and both workers and their customers pay the price. Without the right scheduling tools to quickly and accurately solve for these changes, field workers rack up unnecessary travel time, [gas and mileage costs](https://www.skedulo.com/blog/how-to-create-a-gas-mileage-reimbursement-policy-for-home-healthcare-workers/), and vehicle wear and tear. They’re also able to serve fewer customers throughout the day, since routing inefficiencies eat into the time they can spend actually performing their jobs. Even if schedulers and dispatchers somehow manage to manually track and handle changes, they can’t quickly update employee routes so as to avoid disruptions to their productivity or issues in customer service. If, for instance, a customer cancels their appointment at the last minute and your team lacks the necessary tools to automatically update the relevant field worker’s schedule and route, they may waste time traveling to that canceled appointment anyway. It’s a domino effect, as inaccurate, inefficient, and inflexible scheduling leads to poor routing practices (especially when changes occur), causing even more missed appointments, delays, and travel expenses. Plus, manual scheduling tools don’t enable staff schedulers to easily sequence jobs in a way that reduces unnecessary travel, so workers spend more time on the road and less time focusing on delivering quality customer service. ### Complex work patterns For many field service organizations, scheduling and routing their workforce isn’t as simple as receiving a work order, finding the right deskless worker for the job, and sending them to the job site; and even _that’s _not exactly simple. They have a mix of full-time, part-time, and contracted employees who all perform specific tasks during specific time periods so as to cater to their customers’ needs throughout the day. Scheduling and routing these workers is particularly complicated, time-intensive, and expensive when you consider the details surrounding single shifts versus recurring appointments versus irregular work patterns. Getting the right worker to the right job at the right time—and managing to do so across a large pool of workers and customers—is next to impossible without [the right tools](https://www.skedulo.com/blog/why-you-need-shift-management-software/). Operational challenges escalate further when workers call in sick, and schedulers and dispatchers must rush to find and route a qualified replacement to their appointments. This typically requires them to sort through a list of available workers, individually contact potential substitutes, adjust the schedule, account for how this might impact other appointment times, and recalculate how they’ll get workers from one job to the next. It’s a time-sucking, inefficient process for schedulers and dispatchers, and if they make a single mistake, a customer could easily be left high and dry. That means risking [customer satisfaction](https://www.skedulo.com/blog/field-service-customer-satisfaction/), brand perception, and, of course, revenue. ## Advantages of Route Optimization Route optimization is much more than getting field workers from point A to point B. By leveraging strong processes and intelligent tools, field service organizations can optimize routes to achieve several key benefits, including: ### Less travel time By reducing time spent on the road, field service organizations maximize their workers’ value. Less time traveling means more time serving customers and focusing on delivering excellent client experiences. The right tools enable teams to easily schedule jobs that are in close proximity to one another, so field workers aren’t stuck traveling from one side of town to the other to complete their work. Their routes are designed to facilitate more predictable working hours and reduce overtime, which leads to happier, more efficient employees and lower operating costs for the business. ### Boosted productivity When field service teams aren’t held back by the limitations of manual scheduling processes and tools, they’re able to focus on their work and remain as productive as possible. Instead of spending time worrying about frequent schedule changes, verifying worker qualifications, adapting to customer preferences, and accommodating job locations, schedulers who use robust technology streamline their workflows and ensure accuracy—which helps them [maximize productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) across their entire operation. Deskless workers benefit from strong scheduling and routing tools, too, since they always have seamless access to the most up-to-date information in the field. They can swiftly get from one appointment to the next without toggling between various apps to send and receive updates, access optimized routes, and perform their daily work. As a result, both staff schedulers and field workers have more bandwidth, so they can focus on scheduling more appointments and prioritizing their customers’ experiences, respectively. It also means fewer disruptive errors occur, allowing the team to operate like a well-oiled machine. ### Increased customer satisfaction [Efficient scheduling](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/) and optimized routing ensure workers are where they’re supposed to be, when they’re supposed to be there. Instead of being held up by insufficient scheduling practices or routes that don’t account for a wide array of potential factors (e.g. schedule changes, construction, weather, etc.), field workers have everything they need to arrive on time and well-prepared to customer sites. The right tools help teams avoid the miscommunications, scheduling and routing errors, and productivity challenges that otherwise lead to missed or canceled appointments. They’re able to provide their customers with accurate arrival time windows (which are updated in real time) to ensure customer satisfaction and reduce churn. Field workers can fulfill the business’s commitments to meeting customer SLAs because their tools and processes better support predictable service. ## How Scheduling and Route Optimization Software Drives Efficient Operations Optimizing scheduling and routing processes is undoubtedly valuable for field service organizations, as it enables them to boost the operational efficiency required for success. But those leveraging a manual approach—or those who rely on fragmented tools for support—likely won’t be able to properly manage the complexities of scheduling and routing a deskless workforce. To drive efficiency within their operations, field service companies need powerful scheduling and route optimization software. The [right tool](https://www.skedulo.com/blog/field-service-management-software-checklist/) can help field service teams by: - **Automating their processes - **Robust scheduling solutions use artificial intelligence (AI) to [automate the scheduling and routing process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/). They instantly match the right worker to the right job to reduce errors, decrease the cost of services, ensure all resources are used to their full capacity, and improve customer satisfaction; all while relieving schedulers of time-consuming, manual scheduling tasks. Modern tools take the guesswork out of the equation, so deskless workers can always get from one job to the next without wasting extra time on the road. - **Offering real-time updates - **Unexpected weather, newly-added appointments, traffic, and other influencing factors are a reality for deskless workers. But sophisticated scheduling and routing tools automatically find, share, and update the best routes to job locations in real time, so employees are never left wondering what’s next. Instead of having to switch back and forth between disparate tools to find the fastest route to their next appointment (which puts them at risk for arriving late, accepting jobs that aren’t actually within a realistic location range, and being unable to serve customers at an efficient rate), field workers can send and receive job and travel updates as they occur. They spend less time ironing out the logistics and more time delivering [excellent customer experiences](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/). - **Centralizing data - **A single source of truth is crucial for accurately capturing, tracking, accessing, and managing valuable workforce data. Without a centralized source of data, information is often duplicated, disconnected, or lost altogether. Employees then have to spend precious time reconciling that data from various systems and records before it can be utilized for strong decision making. But intelligent scheduling and routing tools centralize all of that data, so field workers, staff schedulers and dispatchers, and leaders can all quickly find, share, and analyze the information that’s crucial to their productivity. Schedulers have historical and real-time data at their fingertips to build the best, most efficient schedules possible, and deskless workers have seamless access to the most up-to-date routes (plus all their other essential information) in a single, [mobile-friendly](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) platform. Powerful Tools for Optimized Scheduling and Routing A field service organization's scheduling and routing processes can either become a productivity-hindering problem that threatens their success, or their competitive advantage. A strong process that’s bolstered by robust tools can help them boost worker efficiency, reduce operational costs, and increase customer satisfaction; giving them a profitable leg up against competitors. [Skedulo’s intelligent workforce scheduling and routing software](https://www.skedulo.com/product/field-scheduling/) eliminates the time-consuming, manual tasks associated with getting the right worker to the job. It automates the scheduling and job matching process and offers fully optimized routing, so your team can boost productivity without sacrificing accuracy. Skedulo’s mobile-first solutions ensure both back-office employees and field workers always have everything they need to deliver quality service to customers at a highly efficient rate. Learn more about [how the right scheduling tool can impact your business](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/sales-route-planning-a-guide-for-field-sales-teams/" type: "blogPost" title: "Sales Route Planning: A Guide for Field Sales Teams" author: "Stanley Tollett" date: "2024-04-01" description: "Sales route planning is about getting from A to B, but it's also about strategic priorities. Learn how to create routes for highly effective sales teams." lastmod: "2024-04-01" --- # Sales Route Planning: A Guide for Field Sales Teams Published April 1, 2024 · By Stanley Tollett · 9 min read With excellent route planning, sales reps spend less unnecessary time on the road and more time in valuable sales conversations. Nearly [one-third (29%)](https://blog.hubspot.com/sales/hubspot-sales-strategy-report?hubs_content=blog.hubspot.com%2Fsales%2Fsales-statistics&hubs_content-cta=HubSpot) of sales reps said that making the sales process more efficient was a top goal in 2023, including reducing unnecessary steps and making field visits more worthwhile. Route planning can help make the most of sales resources—both time and money. Continue reading to learn more about sales route planning and the role of field sales software. ## **What is sales route planning?** **Sales route planning is the process of creating and optimizing the ideal route between sales visits.** Route planning for sales means the literal travel route from point A to point B, but it also means the strategic prioritization of sales visits. Sales reps’ time is valuable—especially in outside sales, where the cost per interaction is higher. [Route optimization](https://www.skedulo.com/blog/routing-scheduling-software/) helps sales teams schedule customer visits in a way that prioritizes the best-fit prospects, the largest deals, and the deals most likely to close. It also helps match new sales opportunities to sales pros who are best-suited for the prospect based on expertise, proximity to other appointments, geographic territories, or a mix of factors. ## **Why is route planning important for sales?** **The goal of route planning is to increase the productivity and overall success of any sales team, but it is absolutely critical in some situations.** Companies struggling with excessive travel time, high transportation costs, or low [staff utilization](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) need route planning to improve expense management. It can also be a difference-maker for companies that need extra coordination due to rapid growth or a large number of sales territories to cover. Sales route optimization impacts operations in several areas: ##### **Productivity** Sales reps spend just [28% of their time](https://www.salesforce.com/form/conf/sales/state-of-sales/?leadcreated=true&redirect=true&DriverCampaignId=70130000000sUVq&FormCampaignId=7013y000002KJw6AAG&videoId=&landing_page=/resources/research-reports/state-of-sales/) on selling activities, with the rest spent on administrative work, traveling, etc. With better route planning, field sales teams can reduce unnecessary travel and maximize the time spent on revenue-driving work. ##### **Profit margins** When surveyed in 2023, [70% of sales professionals](https://blog.hubspot.com/sales/hubspot-sales-strategy-report?hubs_content=blog.hubspot.com%2Fsales%2Fsales-statistics&hubs_content-cta=HubSpot) said budgets were being scrutinized more than they were the previous year. An efficient sales route means less unnecessary travel, which reduces fuel expenses and vehicle wear-and-tear. It also helps focus the team’s attention on the best opportunities in the sales pipeline, driving up [sales efficiency](https://www.linkedin.com/advice/1/how-do-you-measure-sales-productivity-vs-efficiency) and the ROI of field sales work. ##### **Customer service** Reliable, professional, and well-informed sales reps instill more confidence in buyers. The relationship between sales pro and buyer is [particularly important in outside sales](https://www.skedulo.com/blog/inside-sales-vs-outside-sales-the-key-differences/), which has a higher share of large, even enterprise-scale, deals with longer sales cycles. Effective route planning means more on-time arrivals and fewer disruptions due to weather, traffic, or staff absences. Also, route planning helps ensure that sales reps with specialized knowledge or experience are matched to relevant prospects who can benefit from that expertise. ##### **Employee satisfaction** Reps who spend more time selling to qualified leads and less time on administrative work are more likely to be highly satisfied in their role. [Sales managers](https://www.skedulo.com/blog/strategies-for-managing-a-field-sales-team/) need to provide mobile-friendly tools that reps can use to brush up on buyer details before a sales visit, access sales enablement content, and communicate with the team. When these tools also include up-to-date schedules and smart route guidance, reps can focus their attention on making the sale. ## **The role of sales route planning software** **Sales route planning software is a platform used to create, optimize, adjust, and share the route between scheduled sales visits.** There are standalone route planning software tools as well as field sales software and field service tools that _include_ route planning features. The right fit for a given team will depend on the sales operations and the technologies already in use for the workforce. Regardless of the setup, sales reps should be able to use their mobile device to access the sales route, record sales notes, and communicate about any issues with their manager. Route planning software needs data from other sources to be effective. The scheduling process requires client details from the customer relationship management (CRM) system or sales prospecting tools, as well as sales employees’ working hours and qualifications from the human resources management system (HRMS) or [enterprise resource planning (ERP) software](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/). The route planning platform will use several kinds of data—user priorities, historical sales data, real-time info, internal customer data, external weather and traffic data, and more—to create a data-informed draft of the sales schedule and make adjustments later on to handle unexpected changes. ## **Key features of route planning tools** When [evaluating field sales software](https://www.skedulo.com/blog/field-sales-software-buyers-guide/), always review the overall technology stack and how the software will be used in daily sales operations. Field work often involves multiple systems working together, and the interactions between systems matters: high-performing salespeople are 17% more likely to say their CRM is very important to the sales process than average performers, according to a 2023 Hubspot survey. During the evaluation process, explore real-world scenarios to see how the software uses data from the CRM, HR software, sales databases, and other sources to help make [good scheduling decisions](https://www.skedulo.com/blog/outside-sales/). Generally speaking, route planning features should include: - **Intelligent job matching** - assign sales reps to prospects based on geographic territories, rep experience/expertise, proximity, the earliest available appointment, or other factors - **Real-time communication** - send updates to and from the field - **Dashboards and reports** - equip managers with real-time data about today’s visits, weekly reports, and quarterly/annual trends - **Automatic data syncing** - automatically record visit notes, arrival time, mileage traveled, and other field data - **Integrations **- ability to sync with customer relationship management (CRM), scheduling software, and other data sources - **Optimization tools **- customize the importance of various factors in the scheduling process to reflect the company’s sales strategy The best route planning tools have optimization features that go beyond travel time and staff availability. Sales leaders should be able to set the importance of many complex factors, like the skills of each sales rep and the balance of work (or lack thereof) across the sales team. With this level of customization, field sales teams are more productive—for example, Skedulo customers using the new optimization engine have scheduled and completed [64% more jobs](https://www.skedulo.com/blog/new-skedulo-optimization-engine/). ## **How to plan a sales route** Creating and optimizing a sales route is deceivingly complex. It requires clear sales priorities, a reliable GPS mapping system, and access to good data about prospects and sales reps. Route planning software weighs all these inputs—and many others—to help sales teams make good decisions. The major steps in the process are: - **Implement sales routing software** after a thorough evaluation. Train sales reps, managers, and administrators to use the software, and customize it according to the team’s specific needs and sales KPIs. Set up integrations with the CRM, ERP, HR, scheduling software, and other relevant tools. - **Map appointment locations** using location data from the CRM and time preferences from the scheduling system. Consider all types of outside sales work when building the schedule—not only in-person meetings with prospects, but also trade shows, conferences, and sales development work. - **Prioritize sales opportunities** based on sales targets, company goals, estimated deal size, and lead scoring methodology. Choose how to weigh different factors in the decision logic, e.g. proximity, lead quality, deal size, sales rep expertise, etc. - **Assign sales reps to leads** based on those sales priorities. Translate sales priorities into software settings and optimization rules. For example, if a key sales goal is to reduce transportation expenses, sales leaders can prioritize _shortest driving time_ when creating the initial schedule, so sales reps have appointments clustered closer together by default. To handle brand-new inquiries, leaders can choose _nearest sales rep _as the #1 deciding factor. - **Automate simple tasks** based on sequential or conditional if/then optimization rules. These settings help the [automated scheduling system](https://www.skedulo.com/blog/challenges-mobile-workforce/) execute more straightforward tasks, e.g. generating a first draft of the schedule each week or assigning a new rep to a visit if the appointment meets certain criteria. Add new automations over time as more patterns emerge. - **Optimize the system** based on the observed results. For example, a team that wants to assign the top sales reps to the best sales opportunities may see a massive increase in travel time, especially for the most experienced sales reps. Sales leaders will need to tweak the settings to find the right balance of expertise and efficiency in the field. - **Anticipate and address changes** quickly that come up due to road conditions, prolonged visits, staff absences, or other unexpected events. Adjust the assigned route, send out a new schedule, and consider setting up automated alerts (e.g. an updated ETA) to keep others informed. Adapting the schedule is an ongoing task that requires regular staff involvement, although route planning software will help. - **Collect data** to ensure the routes are improving sales efficiency the way they should. With the right data, managers can analyze sales trends, spot growth opportunities, reward high-performers, and coach low-performers. Use a combination of real-time dashboards to troubleshoot daily routes, weekly/monthly reports to track goals for individuals and teams, and long-term reports to review overall department trends. ## **How to prioritize key factors** Of all the steps above, **prioritizing opportunities** may be the most challenging. It requires sales leaders to define the sales philosophy, metrics, and targets in a way that is not only clear, but also can be translated into settings and conditional rules in the route planning software. Even in the same product family, the sales priorities may vary based on the industry, geographic region, or target market. This may be the best strategy to reach different buyer groups—as long as the company has reliable data about the buyer’s needs and the potential product fit from the beginning. For example, the VP of Sales for a solar panel company may choose to prioritize sales rep _proximity_ for buyers interested in a small array of solar panels—typically family homes and small businesses. These are valuable sales, but the profit margin is small enough that sales expenses need to be relatively low. However, the VP of Sales may prioritize sales rep _expertise_ for prospects interested in large solar arrays for government buildings, corporate offices, and large housing complexes. A better win rate for these high-annual contract value (ACV) deals will help offset an increase in transportation expenses for the top sales reps to reach these customers. A product’s unique value proposition (UVP), price point, and target market will help determine the unique mix of factors that matter most. Here are a few of the many different approaches: - Prioritizing the **proximity and availability** of sales reps leads to faster follow-ups and better staff utilization, especially when prospects are located relatively close to each other. This works well when all field sales reps can sell the product effectively and/or when a sales team has well-defined geographic territories. It is a good place to start for sales teams that need to reduce travel time or transportation costs. - Prioritizing the **biggest potential deals** means assigning the most effective reps to the most lucrative opportunities. This strategy works well when there is a unique sales process for lucrative, enterprise-scale deals and some wiggle room to increase transportation expenses for particularly valuable deals. Look out for an increase in travel time, especially for top-performers. - Prioritizing the **experience and qualifications** of sales reps leads to better value-based and solution-driven selling. This works best for complex and customizable deals that require an experienced, specialized sales professional with deep knowledge. In these cases, the technical expertise of the rep is more likely to affect the final sale than any other factor, so it’s worth prioritizing above all else. ## **Try route planning to increase sales efficiency** Sales route planning maximizes the time that reps spend with the right customers. It also provides valuable data about ongoing sales operations that leaders can use to adjust and improve their strategy. With the right route planning tools, sales teams can be more productive, increase win rates, and scale up as the company grows. Skedulo helps sales teams create the ideal sales route based on company priorities, staff qualifications, and the ideal customer profile. With AI-enabled job matching and staff scheduling, Skedulo can address highly complex scheduling needs for sales teams. Sales leaders can use the Skedulo optimization engine to set priorities, fine-tune job assignments, and make real-time schedule changes. See how Sunrun used Skedulo to optimize the scheduling process, match sales reps to specific sales opportunities, and [support a growing sales operation](https://www.skedulo.com/customers/sunrun/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/scheduled-maintenance/" type: "blogPost" title: "How to Optimize Scheduled Maintenance to Drive Safety and Efficiency" author: "Bartek Woroniecki" date: "2022-08-16" description: "A strong scheduled maintenance program reduces maintenance costs and boosts productivity. Learn key strategies for overcoming maintenance scheduling challenges." lastmod: "2026-05-12" --- # How to Optimize Scheduled Maintenance to Drive Safety and Efficiency Published August 16, 2022 · Updated May 12, 2026 · By Bartek Woroniecki · 12 min read A strong scheduled maintenance program can enable utilities companies to improve productivity and [safety](https://www.skedulo.com/blog/lone-worker-safety/), increase asset life expectancy, and reduce costs. But many chief transformation officers (CTOs) find it difficult to successfully implement scheduled maintenance, as the process requires a fully optimized business operation. Dealing with real-time changes to scheduled maintenance can be particularly challenging; and businesses that lack the proper tools and processes to handle these ever-changing factors struggle to keep up. Operational mistakes and inefficient scheduling practices make it nearly impossible to reap the potential benefits of scheduled maintenance and lead to significant business consequences, too—like excess costs, unnecessary downtime, and increased safety risks. To get it right, CTOs should leverage technology and processes that help them [optimize scheduled maintenance](https://www.skedulo.com/learn/preventive-maintenance/) across all locations, despite their scheduling complexities, multi-layered workflows, and evolving business priorities; all while remaining flexible enough to meet the unique needs of their organization. ## What is Scheduled Maintenance? Scheduled maintenance is the process of servicing or repairing an asset within a specific period of time. It includes all the details of a given task, including who will perform it and when and where it will be completed. Both one-time work orders and recurring work orders are considered scheduled maintenance. For instance, when a particular part of a piece of equipment stops operating properly, a work order is created. A maintenance scheduler will collaborate with a maintenance planner to schedule and dispatch a technician, who will fix or replace the broken part. Recurring maintenance, on the other hand, might include inspecting a motor every three months to ensure it’s in acceptable working condition. [Utilities companies](https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/) used scheduled maintenance to optimize their workers’ schedules to ensure maximum productivity and efficiency. By maximizing the total number of hours internal resources can work, scheduled maintenance also helps teams reduce the costs associated with hiring outside labor. Plus, when properly implemented, it enables companies to leverage preventive maintenance for reduced equipment downtime. Effective scheduled maintenance relies on the information and understanding derived from planned maintenance. Maintenance planning refers to all of the activities a company must perform to detect and resolve potential issues. The planned maintenance process helps teams outline all the work that must be done, what materials and resources are needed, why the work must be performed, and how it will be conducted. ### Scheduled Maintenance vs. Planned Maintenance Because scheduled maintenance and planned maintenance are so closely related to and entwined with one another, many often conflate the two. But they are two separate processes that rely on one another for true operational success. Where planned maintenance deals with the foundational elements of completing work (like materials, processes, and even checklists), scheduled maintenance involves identifying who will actually conduct the work and when. Together, they enable utilities companies to effectively plan, schedule, and execute their maintenance activities. For example, an operator or supervisor may determine that they can extend the lifetime of a particular asset by conducting regular inspections on it. They’ll share detailed asset information (e.g. any potential issues, equipment manuals, etc.) with the maintenance planner, who will then begin the planning process. They’ll outline all the details relevant to the work that must be performed, like the scope of work, required materials and tools, and any manufacturer instructions. The maintenance planner will then order any necessary parts and gather all the required work procedures. Once they’ve outlined all of these considerations, they’ll prioritize the work based on its criticality, either through subjective reasoning or predetermined criteria within their team’s software. This enables the maintenance planner to properly assign and schedule the task so it can be successfully completed by a technician at the right time. ## The Benefits of Scheduled Maintenance Scheduled maintenance is only effective if an organization has optimized its business operations, which is a challenging feat without the proper tools and processes for support. But it’s generally well worth the investment, as companies with a strong scheduled maintenance program see a variety of key benefits, including: - **Efficient time management - **When maintenance planners and schedulers have all the real-time information they need (and complete workforce visibility), they can easily schedule for 100% of the available work hours. Technicians are fully utilized, instead of wasting precious time wondering when they’ll receive their next assignment. - **Increased productivity - **Rather than relying on a constant break/fix strategy to resolve issues as they occur, scheduled maintenance helps teams accurately plan for upcoming maintenance and reduce subsequent downtime. In turn, workers have fewer disruptions to their daily workflows so they can remain [as productive as possible](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/) on a consistent basis. - **Increased asset life expectancy - **Regular inspections, service, and adjustments help teams ensure their equipment is in working order, so fewer critical breakdowns occur. By planning, scheduling, and completing recurring maintenance tasks, utilities companies can extend their assets’ lifetime as much as possible without sacrificing functionality. - **Lower maintenance costs - **Time is money, and effective scheduled maintenance makes the most of a team’s working hours. When technicians’ days are fully optimized to enable them to perform as many tasks as possible, the business operation becomes more cost-effective. Plus, a strong program helps teams detect and prevent larger, more costly breakdowns before they occur. - **Safer working environment - **With the right tools and processes in place, maintenance planners have the historical data they need to accurately plan and estimate downtime, which reduces the risk for emergency breakdowns. Regularly scheduled maintenance enables technicians to verify equipment is in working order, so they can avoid unexpected failures or dangerous working conditions. - **Better knowledge transfer - **As your workforce ages out, they take with them the skills, expertise, and knowledge they’ve acquired around equipment, processes, and procedures. But with the right scheduled maintenance tools, transferring that knowledge to greener techs is a breeze. Everything is well-documented in a single, easily accessible place, so even your newer technicians have everything they need to complete the job the first time around. - **More empowered employees - **Companies with highly-engaged employees are [21% more profitable](https://www.forbes.com/sites/nazbeheshti/2019/01/16/10-timely-statistics-about-the-connection-between-employee-engagement-and-wellness/?sh=fdd7e3a22a03) than their peers; and a huge factor in engaging your workforce is providing them with tools that empower them to do their best work. With a strong scheduled maintenance program that’s bolstered by seamless tools that make planners’, schedulers’, and technicians’ jobs easier, companies can better empower their employees to succeed. Common Scheduled Maintenance Challenges Successful scheduled maintenance helps utilities companies ensure their equipment is in working order, anticipate potential breakdowns, and maintain reliability in their customer relationships. Its value is undeniable, yet so many businesses still struggle to implement it effectively. At the core of a strong scheduled maintenance program is a completely optimized scheduling process; and one that’s backed by intelligent tools that can handle complex scheduling requirements. Traditional tools and processes just won’t cut it, and organizations who still rely on these outdated methods face several significant challenges, including: - **Real-time communication - **Without tools that offer centralized, streamlined, and real-time communication between schedulers, supervisors, and technicians, workers are forced to toggle between various tools (e.g. phone calls, emails, text messages, Slack, etc.) to send and receive important updates. Job details, progress updates, customer details, appointment changes, and even safety information fall through the cracks, leading to issues in miscommunication and delayed understanding. Time consuming, costly errors mount, resulting in poor schedule adherence, improper maintenance, and an unproductive workforce. If, for instance, a technician arrives at a job site but is having trouble accessing the right entrance, they’ll need to scramble to get a hold of a planner or supervisor who has the proper information. The same is true when an unexpected issue arises with a machine, and the assigned resource hasn’t yet encountered a similar problem. They’ll waste time trying to contact the right person (who may not immediately see their messages), and consequently struggle to make up that time throughout the rest of their work day. Or, they’ll fail to receive the information they need to handle the unexpected problem, which will prevent them from finishing the job during the scheduled appointment time. This potentially means they won’t be able to serve as many customers as they planned to, which impacts efficiency, client satisfaction, and—ultimately—revenue. - **Lack of integration - **Utilities companies use a whole slew of tools to support their operation, and each technology collects and stores essential data. [ERP software](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), computerized maintenance management systems (CMMS), EAM tools, and scheduling platforms are all necessary for a successful maintenance program, but if they’re not connected to one another, the business probably lacks important insights that could otherwise drive operational efficiency. These disparate systems also result in data silos, duplicate or missing information, outdated and unreliable data, and errors, which make it challenging to understand and improve maintenance operations. - **Shifting priorities - **A company’s scheduled maintenance strategy is only effective if it aligns with the business’s broader priorities. But those priorities frequently change based on budget, available resources, urgent or emergency work orders, and more; and traditional technologies can’t keep up. They lack the flexibility and adaptability required to handle these [shifting priorities](https://www.skedulo.com/blog/8-field-service-management-trends/) while ensuring the team remains efficient and productive, so maintenance operations greatly suffer. - **Schedule changes and updates - **[40% of companies](https://www.plantengineering.com/wp-content/uploads/sites/4/2019/02/Plant-Engineering-2019-Maintenance-Report.pdf) in the manufacturing industry still use in-house spreadsheets to schedule the maintenance tasks. The problem with these outdated scheduling methods is that they don’t account for the inevitable changes that occur throughout any given work day. Illness, vehicle issues, weather conditions, construction, customer cancellations or reschedules, emergency breakdowns, and more can impact the schedules of an entire team, especially if they don’t have tools that automatically update back-office schedulers as changes occur. If, for example, a technician’s vehicle breaks down en route to a job site, that technician must scramble to contact and update a scheduler. Then, the scheduler must spend time either finding another qualified, available technician to complete the job, or cancel or reschedule the appointment altogether. This negatively impacts productivity, customer satisfaction, and the organization’s ability to maintain SLA compliance. - **Lack of understanding of time tasks take - **While companies should always trust their maintenance planners to approximate job times based on experience, they can’t expect them to accurately estimate every single task that arises; especially because some technicians are more skilled than others. If planners don’t have up-to-date data and reports at their disposal, they’ll find it difficult to understand how long it will take technicians to complete each activity. If they’re planning maintenance on a piece of equipment with which they’re unfamiliar, for example, they might look to the asset’s maintenance manual to gauge how long the job should take. But if they had access to the equipment’s maintenance history, they’d find that an experienced technician can actually perform the task in half the time outlined in the manual. This single instance might not seem detrimental to the teams’ productivity until you take into account the number of jobs planners and schedulers might be over- or under-estimating. Over time, the lack of accurate understanding and time allotment results in inefficient scheduling practices that hinder worker output or, on the other hand, lead to premature burnout. - **Accountability regarding completed tasks - **If your team doesn’t have the tools in place to share, document, and track maintenance processes, checklists, and feedback, managers and supervisors will struggle to ensure quality work is consistently executed. Without centralized access to status updates, equipment specifications, real-time issue reporting, and up-to-date schedules, technicians find it difficult to remain productive; and their supervisors can’t hold them accountable because they lack the visibility required to understand what’s actually going on in the field. ## Strategies for Reliable Scheduled Maintenance A reliable scheduled maintenance program is grounded in [operational excellence](https://www.skedulo.com/blog/achieving-operational-excellence/). By optimizing their business operations, utilities companies can eliminate the challenges that threaten their maintenance scheduling success. At the heart of this operational efficiency is a [strong scheduling practice](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/). Here are three strategies that can help your team improve scheduling and, in turn, build a fully optimized maintenance scheduling program that boosts efficiency, productivity, and customer satisfaction: ### 1. Put your data to work If you haven’t already, invest in a centralized system that pulls all of your valuable data together in a single place. One of the biggest challenges maintenance planners and schedulers face is understanding what needs to get done, who is qualified and available to do it, and how they can get it done as quickly, efficiently, and effectively as possible. The answer to these questions can quite often be found in the data from your existing systems, but only if that data is accurate and up-to-date. Information from your ERP, CMMS, EAM, and scheduling systems can provide your team with reliable insights around your customers, assets, and service delivery, so planners and schedulers can make intelligent, data-driven decisions on the fly. Instead of wasting time importing and exporting data in spreadsheets, leverage tools that [create a seamless tech stack](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/) across your entire business. That way, you can move trustworthy data from one system to the next and uncover insights that enable your organization to improve its maintenance scheduling operations. Technologies that offer [mobile apps for deskless productivity](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) are incredibly helpful, too, since they give your team real-time visibility into what’s happening so they can make smart adjustments on the fly. ### 2. Automate scheduling Manual maintenance scheduling can lead to frustrating, costly errors and issues in worker productivity. But modern tools automate the process using artificial intelligence (AI), so a high capacity of work orders, last-minute scheduling changes, and complex scheduling requirements don’t negatively impact your team’s productivity. [Automated scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) technology instantly generates a schedule that aligns with the business’s key priorities, enabling them to achieve their intended outcomes. It increases efficiency by automatically taking myriad scheduling factors (e.g. worker skill sets, certifications, availability, locations, etc.) into account, taking much of the burden off of already-busy staff schedulers. Plus, automated tools enable your business to shift to a preventive maintenance strategy, as needed, since they offer detailed reporting on scheduling trends and complete visibility into current and future schedules. Technicians receive real-time updates (even in the field), and planners and schedulers are confident in the accuracy of schedules, making it easy to plan ahead or handle emergency work orders as they occur. ### 3. Empower your team with the right tools A sophisticated scheduled maintenance program cannot be achieved through spreadsheets, whiteboards, emails, or online calendars. By nature, maintenance scheduling is complex, ever-changing, and multi-faceted—and your team needs tools that can keep up. Each maintenance scheduler might be responsible for scheduling 25 technicians throughout any given week. At 40 working hours each, that’s 1,000 hours of work they must accurately schedule. And it’s not as simple as creating a calendar invite or sending an email to each technician with a list of maintenance tasks that must be completed. Planning details (like job descriptions, estimated skills, required tools, etc.) must be married with scheduling details (like which worker is qualified, available, and within the appropriate proximity) to effectively create each appointment. It’s true that maintenance software (e.g. CMMS technology, ERP tools, EAM systems) are crucial to your team's success, but they also need solutions that [take the guesswork out of the scheduling process](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/). Robust scheduling software, for example, improves workforce visibility, supports multi-layered workflows, and manages complex scheduling requirements in one, centralized place. They facilitate a holistic, integrated approach to maintenance planning and scheduling, so your team can operate as efficiently and effectively as possible. As you evaluate your options, be sure to look for a scheduling tool that offers real-time communication, automated scheduling, and intelligent job matching, so your team can spend less time worrying about getting the right person to the right job and more time completing maintenance tasks. The software you choose should also pull all of your data together to drive more meaningful insights that help you improve your operations. ## Powerful Software for Efficient Maintenance Scheduling Optimizing your business operations—and scheduling, particular—is the key to a successful maintenance program. But if your team still relies on outdated tools and insufficient processes for maintenance scheduling, they’ll likely struggle to get it right. [Skedulo’s scheduling software for energy and utilities companies](https://www.skedulo.com/industries/energy-solar/) makes maintenance planning and scheduling a breeze. With tools for automated scheduling, intelligent job matching, efficient resource utilization, and more, Skedulo can help your team optimize its operations for truly successful scheduled maintenance. Learn more about [how employee scheduling impacts your business’s revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/" type: "blogPost" title: "How to Schedule Medical Specialists for Optimal Efficiency and Patient Care" author: "Ed Backhouse" date: "2026-04-06" description: "Multi-site medical specialists depends on smart medical scheduling. Manage expenses, improve staff experience, and deliver quality care." lastmod: "2026-04-08" --- # How to Schedule Medical Specialists for Optimal Efficiency and Patient Care Published April 6, 2026 · Updated April 8, 2026 · By Ed Backhouse · 5 min read Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also **where** they happen. **Single-site providers**, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift-based and relatively consistent. **Mobile providers** like travel nurses, PRN, and home care workers visit various sites: hospitals, clinics, skilled nursing facilities, patients’ homes, pharmacies, and other community health sites. Their schedules may vary significantly depending on site capacity, scheduling needs, and staff availability at each site. But **multi-site providers**, who rotate through a set of separate clinical locations, experience elements of both. Multi-site providers represent a significant share of skilled healthcare workers—[as many as 63% of physicians are multi-site providers](https://pmc.ncbi.nlm.nih.gov/articles/PMC5881375/), and the majority of these are specialists—and face unique challenges. Medical specialists working across multiple care sites need effective, user-friendly scheduling tools to succeed. And operations teams at each site need [AI-powered and user-friendly technologies](https://www.skedulo.com/blog/ai-healthcare-operations-management/) to support workers, maximize productivity, and manage expenses. - **63%** — of physicians are multi-site providers — the majority of whom are specialists - **71%** — of Skedulo's healthcare customers cite operational efficiency as a key scheduling goal ## **Challenges of scheduling medical specialists across multiple sites** Different sites have their own administrative processes, tech and IT setup, and communication preferences. This makes it difficult for specialists to coordinate schedules across sites and get a clear, up-to-date view of upcoming appointments. **Consider specialists like radiologists and anesthesiologists.** They are often needed at multiple hospitals and other clinical sites that require their expertise. But their scheduling needs are complex: - Subspecialties inform the range of services they provide - Qualifications may require them to provide or work under physician supervision - Last-minute changes and urgent procedures - Procedures can vary significantly in length A multisite anesthesiologist, for example, interacts with patients and colleagues at each site regularly. But it requires them to toggle between multiple systems, processes, and communication tools. This takes a toll on the workforce: [The American Society of Anesthesiologists says](https://www.modernhealthcare.com/operations/short-and-long-term-solutions-address-workforce-challenges-anesthesiologists) scheduling is one of the top three short-term solutions to alleviate workforce challenges in anesthesiology. | Hours of operation. Specialists may work in ambulatory care settings — such as clinics, surgical centers, or imaging centers — that have fixed business hours. They may also work traditional rotations and provide on-call availability in 24-hour facilities such as hospitals and freestanding emergency departments. | Smart scheduling that can be customized to their availability at each setting, preventing double bookings or mismatched appointments, and adhering to regulatory best practices concerning duty hours and adequate rest. | | --- | --- | | Varying IoTs and SOPs Individual sites may use their own Practice Management (PM) or Electronic Health Record (EHR) systems, which often silo important scheduling information, limiting visibility into potential conflicts or errors. Administrative teams at different sites have varying best practices and communication platforms, which further inhibits coordination across sites and lead to confusion (or costly downtime) for providers. | What specialists need: Tech that centralizes critical data for flexible scheduling that minimizes downtime and unnecessary travel, and real-time messaging that is coordinated with all work sites. | | Expertise, subspecialties, and qualifications Seniority and sub-specialty inform provider availability when scheduling appointments accurately. Examples include differentiating between cardiac, neuro, pediatric, or obstetric anesthesiologists, or pediatric, oncology, cardiac, or interventional radiologists, and adequately ensuring coverage if a particular specialist is absent. Providers with greater tenure, such as private practice partners, may also have limited or extended availability at different times of the year. Provider certifications also dictate what types of appointments they can be matched to: for example, a certified registered nurse anesthetist (CRNA) or a certified physician assistant (CAA) must typically be supervised by a physician anesthesiologist. | What specialists need: Software that incorporates seniority, sub-specialty, qualifications, and credentials alongside other scheduling variables to ensure providers are appropriately matched to shifts and appointments with relevant supervision, if necessary. | | No-shows, last-minute cancellations, and urgent appointments Patients may have to cancel due to unforeseen circumstances, they might no-show, or they may have to reschedule their appointments unexpectedly because they aren’t medically ready - certain types of anesthesia and imaging require patient prep, such as fasting, for example. Emergency procedures or procedures that run longer than scheduled can also change provider availability over the course of a shift. The cost of unfulfilled appointments stemming from last-minute changes erodes operational efficiency, since specialists are higher-cost providers. | What specialists need: Responsive scheduling that accommodates last-minute changes across all locations from a single view, and communicates schedule updates in real-time to providers wherever they are, regardless of connectivity. | **See how Skedulo helps healthcare organizations schedule, manage, and empower their specialists** ## **How to optimize scheduling for anesthesiology, radiology, and other multi-site specialists** Unnecessary travel or poor utilization of highly skilled specialists is not only frustrating, but it’s also expensive. But manually scheduling multi-site specialists is slow and error-prone, especially for large healthcare organizations coordinating hundreds or thousands of providers’ schedules. The key to effectively scheduling anesthesiologists, radiologists, technologists, and other specialists is **smart scheduling**. [Automated scheduling](https://www.skedulo.com/blog/challenges-mobile-workforce/) takes the guesswork out of specialists’ schedules by leveraging pattern recognition and AI to optimize appointment matching, streamline scheduling, and improve communication. The result is [more accurate, timely, and user-friendly systems](https://www.skedulo.com/blog/building-technology-for-frontline-workers-best-practices-and-where-tech-is-headed/) that enhance clarity and job satisfaction. Here are four key principles to improve scheduling for medical specialists: - **Integrate Scheduling & HR Data:** Combine scheduling availability with HRIS credentials and subspecialties to automatically match the right specialist to every appointment. - **Mobile-First Communication:** Equip specialists with secure, agile tools that deliver real-time schedule updates and appointment data wherever they are. - **Deploy Within Existing Tech Stacks:** Integrate with EHR, EMR, and PM systems across all sites so specialists and leaders share one connected, accurate view. - **Real-Time Dashboards:** Surface live KPIs — utilization, travel time, cancellation rates, patient satisfaction — so managers can act before issues escalate. [Watch the video](https://youtu.be/aO0rftEuW_E) ### **1. Integrate scheduling and HR data for optimal appointment matching** Matching the right specialist to the appointment—ensuring they are qualified, available, and at the correct location—is complex. Smart scheduling software combines **scheduling data** (hours of operation, individual work schedules, patient preferences) with **HRIS data** (qualifications, credentials, subspecialties) to systematically match specialists to the right appointment. Decision intelligence based on all relevant data sources enables administrative staff to schedule more appointments quickly, and in-demand specialists to get accurate schedules faster. With a centralized smart scheduling system, schedulers and dispatchers have better visibility into site schedules. This enables higher-level team planning, such as ensuring Certified Registered Nurse Anesthetists (CRNAs) and Certified Anesthesiologist Assistants (CAAs) are appropriately staffed with physician anesthesiologists, or ensuring radiologists with specific sub-specialties are on-site at the same time as other providers they support. With visibility into real-time scheduling demands, leaders can adjust staffing levels to ensure adequate coverage for each location and shift. This minimizes downtime and unnecessary travel for higher-cost specialist roles, and proactively addresses everyday healthcare scheduling bottlenecks that impact operational performance and patient satisfaction. In fact, [recent research shows that patient satisfaction drives patient volume](https://www.sciencedirect.com/science/article/abs/pii/S0363018821001730) in outpatient radiology. ### **2. Use mobile-first, user-friendly tools to share updates** Last-minute cancellations, changes, and no-shows are unfortunately common in the healthcare industry. Patients may need more time to prepare for a procedure adequately, the procedure itself may change or take longer than anticipated, or unforeseen circumstances may lead to a cancellation or delay. Without the right system to track and communicate these changes, they frustrate staff and lead to unnecessary travel. Timely communication also [directly impacts reimbursements and insurance authorizations](https://www.acr.org/-/media/ACR/NOINDEX/Abstracts/2019/01_Gerard.pdf). Not surprisingly, [71% of Skedulo’s healthcare customers](https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/) cite operational efficiency as a key goal of their scheduling practices. Multi-site specialists need an agile, secure, mobile-first scheduling tool that immediately shares updated schedules and relevant appointment data. For example, anesthesiology scheduling is uniquely dynamic, subject not only to appropriate subspecialty matching but also to frequent cancellations, emergency procedures, or procedures running long. [Smart scheduling apps](https://www.skedulo.com/learn/future-healthcare/) empower anesthesiologists to make schedule changes in real time without compromising care for other patients. - **3 days** — scheduling cycle time achieved by one radiology department — down from six weeks — after integrating their scheduling tech stack - **$1.6M** — in additional revenue secured by the same department as a direct result of optimizing scheduling within their existing systems ### **3. Deploy scheduling systems within existing tech stacks** When specialists work at multiple facilities with different EHR/EMR/PM systems, these tools need to be integrated, interoperable, and adaptable. This equips specialists to review procedure details, patient medical history, and treatment plans for upcoming appointments on their schedule. Interoperability also helps operations leaders review trends in patient attendance, procedure durations, claims data, and reimbursement speeds. These insights inform operational strategies that improve provider efficiency _and_ the patient experience: [AI-driven scheduling platforms](https://www.skedulo.com/blog/unleashing-the-power-of-ai/) don’t just look at immediate conditions; they also analyze historical data to continuously improve operations. The holistic integration of cross-functional data ensures that these efficiencies fulfill a practice’s [Meaningful Use standards](https://www.ama-assn.org/practice-management/medicare-medicaid/meaningful-use-electronic-health-record-ehr-incentive) while delivering higher-quality, cost-effective care to more patients. ### Real-world result Analyzing scheduling and claims data helped one multi-site radiology department [reduce its scheduling time from six weeks to three days](https://radiologybusiness.com/topics/healthcare-management/healthcare-quality/how-1-hospital-cut-its-ct-scheduling-interval-6-weeks-3-days-adding-16m-revenue) and secure $1.6 million in additional revenue. ### **4. Improve visibility with customizable, real-time dashboards** Managers, schedulers, and dispatchers need visibility into real-time conditions and upcoming appointments to best support multi-site specialists. By setting up dashboards that pull in scheduling and employee data, they can identify and address issues—e.g., overlapping appointments, insufficient travel time, and coverage gaps in certain necessary subspecialties—that would otherwise impact staff. Scheduling platforms can readily integrate data for real-time insights into KPIs like: - [employee utilization](https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/) and staffing across departments and specialties - providers’ travel time and downtime between facilities and appointments - compliance with provider duty hours, documentation, Meaningful Use objectives, HIPAA, and other regulatory standards - patient wait times, cancellations, and no-show rates - [patient satisfaction](https://www.skedulo.com/blog/healthcare-patient-satisfaction/) and experience feedback Visibility into the workforce helps front-office staff make real-time accommodations for changing conditions or delays, keeping providers efficient and patients satisfied. Staff who are better utilized are also more likely to be positively engaged with their patients and less subject to burnout or early turnover. [It can cost millions to replace a physician](https://www.ama-assn.org/practice-management/physician-health/how-much-physician-burnout-costing-your-organization) due to burnout, so it benefits practice managers to put specialists in a position to succeed as much as possible. ## **Find the right scheduling platform for your multi-site practice** The Skedulo Plus mobile app helps radiology and anesthesiology providers schedule, manage, and empower their specialists, regardless of location. Specialists can see their upcoming appointments, securely view patient details, and receive schedule updates in real time. Skedulo is simple to use, with customizable views for staff, schedulers, and leaders. Skedulo integrates easily with Salesforce, Zendesk, Epic, Workday, and more—and the Lens API connects our smart scheduling to your own PM system and custom apps. [Schedule a demo](https://www.skedulo.com/book-a-demo/) to see Skedulo in action. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/scheduling-mobile-workers-customer-research-insights/" type: "blogPost" title: "Scheduling Mobile Work: 7 Insights From Customer Research" author: "Stanley Tollett" date: "2024-04-08" description: "From a survey on mobile worker scheduling, we gathered 7 insights on schedule disruptions, AI-driven optimization, and technology needs across industries." lastmod: "2024-04-08" --- # Scheduling Mobile Work: 7 Insights From Customer Research Published April 8, 2024 · By Stanley Tollett · 8 min read The Skedulo Design & Research team conducted a survey in August 2023 to understand what customers expect and prioritize from their scheduling processes. Along the way, we collected several insights about mobile workforce scheduling and the technology that supports it. For starters, it’s important to know what mobile workforce leaders want to accomplish with scheduling. Nearly three-quarters of survey respondents (72%) said they want scheduling practices to **increase operational efficiency**. When asked what is important to creating an optimal schedule, most respondents prioritize the ability to **maximize travel route efficiency** (62%) and **maximize the number of jobs completed** per person per day (61%). Here are seven insights related to mobile work scheduling in healthcare, field service, and residential and commercial services: ## **1. Schedule changes happen to (nearly) everyone** The best laid plans of mobile workforces often need adjustments. There are many variables in field work: staff members need time off, customers cancel appointments, weather events get in the way, and traffic conditions affect travel. According to survey data, it’s quite common for changes to affect the original schedule. Of the respondents, **almost everyone (86%) has to modify their original schedule at least occasionally**. Nearly two-thirds of those surveyed (63%) have to modify the schedule at least somewhat frequently. For some businesses, schedule changes are particularly disruptive. **More than one-third of respondents (37%) say the original schedule changes very frequently or all the time.** Many of these scheduling challenges come from the shifting availability of customers and mobile workers. When asked about the main challenges of current scheduling processes, more than one-third of respondents (38%) mentioned unstable and inconsistent availability. Note: For the purposes of the survey and the statistics above, “occasionally” is defined as less than 30% of the time. “Somewhat frequently” is defined as 30-59% of the time, “very frequently” is 60-89%, and “all the time” is 90-100%. ## **2. Smart schedule optimization is a difference-maker poised for greater adoption** AI is already playing an important role in [healthcare operations](https://www.skedulo.com/blog/ai-healthcare-operations-management/), [field service](https://www.skedulo.com/blog/unleashing-the-power-of-ai/), and many other industries. For a mobile workforce, automated scheduling rules and AI-based optimization help reduce the time required to create and adjust schedules. Optimization features are a game-changer for many companies. Skedulo customers using the new [optimization engine](https://www.skedulo.com/blog/new-skedulo-optimization-engine/) have r**educed travel time by 17%** and **increased the number of jobs scheduled and completed by 64%**. Our 2023 survey results show that customers who use the optimization engine are more satisfied with the overall platform than customers who do not—and this is especially true for field service companies. Among customers who use and like the optimization features, more than 80% are satisfied with Skedulo overall. However, **only 20% of customers use schedule optimization features,** according to our survey. To increase adoption of optimization tools, they will need to be user-friendly to be integrated into the scheduling workflow. Schedulers, dispatchers, and administrators have high expectations and complex needs when it comes to field scheduling software, and the advanced scheduling features must be up to the task. AI-enhanced scheduling is a huge opportunity for not only our users, but for any mobile workforce. As AI becomes more commonplace [in field service](https://www.skedulo.com/blog/8-field-service-management-trends/), features like [scheduling automation](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) and AI-enhanced optimization can make a big difference. ## **3. Internal communication is a common challenge in field service** Communication among mobile workers, managers, schedulers, and other main-office staff is a challenge—especially in field service. When asked what they want from their scheduling practices, **75% of field service respondents want to improve communications** **with mobile workers** and contractors, compared to 50% of all respondents. This indicates not only a desire to improve communication, but also a strong connection between communication and scheduling. For field service companies, these processes need to work together seamlessly. However, the nature of field service work makes this a challenge. Field technicians may be [distributed among many](https://www.skedulo.com/blog/multi-location-vs-fixed-location-scheduling-differences-challenges-and-solutions/) residential, commercial, industrial, or municipal job sites. Managers need visibility into the work schedule to ensure workers are [safe](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/), punctual, equipped with the right tools, and assigned to jobs that match their expertise. Clear and efficient internal communication has a positive effect on the workforce. Nearly three-quarters of business leaders (72%) say good communication increases productivity, and 60% of leaders report noticing more employee confidence, [according to a 2023 survey](https://go.grammarly.com/business-communication-report). In field service, this means being able to contact the main office, share updates, record job notes, complete forms, and access troubleshooting guides from any job site. ## **4. External communications are often influenced by other platforms & factors** Scheduling mobile workers, by default, goes hand-in-hand with customer communications. Effective scheduling incorporates appointment reminders, updates, and confirmations. However, communication platforms and expectations vary among industries. In our survey, responses from residential and commercial services companies—such as professional cleaning, installation, and inspection services—stood out from healthcare companies. **Nearly half (45%) of residential and commercial services** respondents named poor customer communication as a main challenge of their scheduling process. However, **only 11% of healthcare respondents said the same**. Field service respondents fell in the middle at 24%. Customer communication is a key outcome of scheduling practices for more than half of field service (60%) and residential and commercial services (55%) respondents. Among healthcare respondents, only 37% ranked customer communication as a key outcome of scheduling. We can’t state the precise cause of these differences, but one theory is this: industries have unique needs and expectations for technology, and some rely on scheduling tools for communication more so than others. Healthcare organizations are more likely to have other customer communication tools in place, like [electronic health records (EHR)](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), billing systems, and telehealth platforms. As a result, healthcare organizations may be less likely to rely on scheduling tools for customer communications, and may be more likely to seek tools that [integrate with other tech](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/). On the flip side, other mobile workforces may not have the same level of customer communications system in place. For these companies, it is simpler to use scheduling software to handle appointment reminders, confirmations, and other updates. ## **5. Healthcare scheduling focuses on efficiency, stability, & travel** Home healthcare is an important use case for Skedulo software, and more than half of survey responses came from home and community healthcare businesses. Here are some of our the key findings from healthcare customers: ##### **Improve travel routes** Minimizing travel time is an important part of [operations management](https://www.skedulo.com/blog/operations-management-in-healthcare/) for home healthcare. **62% of healthcare respondents said improving travel efficiency is a priority when creating optimal schedules**. More efficient travel leads to better [workforce utilization](https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/)—something that 42% of healthcare respondents want to achieve through scheduling. ##### **Improved operational efficiency** Operational efficiency refers to using admin time better (e.g. reducing time to schedule, automating common tasks) and using staff time more effectively (e.g. more jobs completed, less unnecessary travel time). **71% of healthcare respondents named [operational efficiency](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/) as a key outcome they want to achieve via their scheduling practices.** When creating optimal schedules, most healthcare respondents (55%) see maximizing productivity as a priority. ##### **Give workers stability & consistency** Schedule stability helps improve the job satisfaction and [retention of skilled healthcare workers](https://www.skedulo.com/blog/5-strategies-to-improve-nurse-retention/)—but it’s tough to balance the needs of workers and clients. When asked about the outcomes they want to achieve through scheduling, **61% of healthcare respondents want greater schedule stability**. At the same time, **most home healthcare respondents (56%) want to prioritize client time preferences** in the scheduling process. Of healthcare respondents, 40% struggle with unstable and inconsistent availability, and 34% struggle with limited availability. ## **6. Field service scheduling focuses on communication & productivity** Improving [workforce utilization](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) is a major priority for field service. Here are some notable survey results related to communication and productivity in the industry: ##### **Streamline communication** More so than other industries in our survey, field service companies say they want to improve communication. The majority of field service respondents want to use their scheduling practices to improve communications with staff members (75%) and with customers (60%). ##### **Maximize productivity** When creating an optimal schedule, **field service organizations are more likely to prioritize productivity than other industries. **78% of field service respondents say it is a priority to maximize the number of jobs completed per day, compared to a 61% average across industries. Almost half of field service companies (47%) said they struggle with limited worker availability in the scheduling process—which is unfortunately understandable, given the [labor shortage in field service](https://www.copperberg.com/how-to-overcome-post-pandemic-labor-shortage-in-the-field-service-and-manufacturing-industry/). ## **7. Residential and commercial services seek more productivity & less schedule disruption** Residential and commercial services companies come in many different forms. Some examples include: - Cleaning and detailing services for homes, businesses, and specialty equipment - Installing and servicing equipment, such as security systems, solar panel arrays, and heating systems - Inspection services for commercial and industrial sites for quality assurance or regulatory purposes Here are a few trends affecting customers in these business areas: ##### **Reduce schedule disruption** Residential and commercial services businesses reported the highest levels of schedule changes. **More than 80% of these organizations had to modify schedules at least somewhat frequently** (at least 30% of the time). Managing this level of disruption is challenging for [schedulers and dispatchers](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/), and it drives down overall productivity. ##### **Replacing manual processes** When asked about the desired outcomes of their scheduling practices, **86% of residential and commercial services businesses said they want to increase operational efficiency**. Some of these efficiency gains depend on replacing manual processes and tools, which 55% of respondents said are holding back the scheduling process. ##### **Increase productivity & increase efficiency** Productivity is a priority in residential and commercial services—and it is often tied to travel route optimization. When creating an optimal schedule, 70% of industry respondents prioritize maximizing the jobs completed per day. More than half of respondents (57%) prioritize maximizing travel efficiency for mobile workers in the schedule creation process. Together, these factors add up to a productive utilization rate for mobile workers—or an unsustainable one. ## **Use scheduling to improve workforce operations** Skedulo research shows that schedule changes are a part of life for mobile workforces—it’s all about how you manage these changes. With advanced scheduling tools and better communication, especially for field service, companies can use scheduling to increase efficiency. When managed correctly, scheduling can [improve the employee experience](https://www.skedulo.com/blog/how-a-workforce-management-strategy-can-improve-retention-and-employee-engagement/) and set a business apart from its competitors. Browse other resources to learn about using scheduling technology to achieve business goals: - [How AI Can Improve Healthcare Operations Management](https://www.skedulo.com/blog/ai-healthcare-operations-management/) - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) - [A Guide to Maintenance Planning and Scheduling](https://www.skedulo.com/blog/maintenance-planning-and-scheduling/) - [Field Sales Software: The Complete Buyer’s Guide](https://www.skedulo.com/blog/field-sales-software-buyers-guide/) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/see-the-winning-entry-from-our-kids-coloring-contest/" type: "blogPost" title: "See the winning entry from our kids’ coloring contest!" author: "Renee Verhaegen" date: "2021-10-13" description: "6 weeks ago, we launched an exciting coloring competition for all Skedulo team members’ children, young relatives or neighbours." lastmod: "2021-10-22" --- # See the winning entry from our kids’ coloring contest! Published October 13, 2021 · Updated October 22, 2021 · By Renee Verhaegen · 1 min read ## See the winning entry from our kids’ coloring contest! 6 weeks ago, we launched an exciting coloring competition for all Skedulo team members’ children, young relatives or neighbours. As a global initiative at a time when many of us were in the midst of strict lockdowns, we wanted to feel connected to our people and their families – especially with so many kids learning from home. Our young participants were invited to choose from a variety of artwork templates, inspired by Skedulo’s values of: - _Caring first_ - _Fearless together_ - _Boldly innovative_ - _Customer driven_ - _No shenanigans_ We were absolutely thrilled with the response, and the effort and creativity shown by all the children. Everyone who entered will receive a Skedulo t-shirt, and can proudly share their hard work with family and friends as pictured above and below. The competition ended last week, and it was an extremely tough decision for our judges – a panel of 6 Skedulo employees from the UK, US, Vietnam and Australia. They were asked to rate each artwork on a scale of 1 to 5 in consideration of age, use of color, creativity, and alignment with Skedulo values. ### Third place was a 4-way tie! ### Second place goes to... > “This image really captured how I feel about our Skedulo teams. We're spread out all over the world, but we're all "fearless together" working towards common goals.” > > — Feedback from Kirsten, judge from our Skedulo US office ### And the winner is… Abby Leibman > “I do love all the artworks from our smart artists. And a few of those shine with their amazing imagination on how they express their idea about our company. In my eyes, they’re all winners!!!” > > — Feedback from Trung, judge from our Skedulo Vietnam office ### A huge thank you to all our entrants We are so proud of everyone who entered, and want to take this opportunity to thank our young people for taking part. We’re already looking forward to running another competition like this in the near future, and hope to see even more amazing entries! ## Related posts - [Skedulo Ranked As One Of Australia’s Best Places To Work In 2023](https://www.skedulo.com/blog/best-place-to-work-2023/) — August 9, 2023. At Skedulo, we are incredibly proud to share the exciting news that we’ve been ranked as one of Australia’s best places to work in 2023 by wrkplus.com. This recognition is a testament to our unwavering commitment to creating a workplace where our employees thrive, grow, and feel valued every single… - [Prioritizing Wellness at Skedulo in 2022](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo-2022/) — September 12, 2022. Earlier this month, Skedulo held our second annual Wellness Week. The five day calendar of events gave us all an opportunity to re-center, engage in activities that promote health and wellbeing, and check in with the people around us. Wellbeing is an area that our CEO, Matt Fairhurst is extremely… - [Join Skedulo as we celebrate Pride Month!](https://www.skedulo.com/blog/skedulo-celebrate-pride-month/) — June 1, 2022. Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride marc… --- --- url: "https://www.skedulo.com/blog/servicemaster-clean-vancouver-uses-skedulo-mobile-workforce-management/" type: "blogPost" title: "ServiceMaster Clean Vancouver Uses Skedulo's Mobile Workforce Management Platform to Drive Growth" author: "Trevor Morrison" date: "2018-12-06" description: "ServiceMaster Clean Vancouver needed a reliable mobile workforce management solution to manage their growth. Here’s why they chose Skedulo." lastmod: "2020-12-16" --- # ServiceMaster Clean Vancouver Uses Skedulo's Mobile Workforce Management Platform to Drive Growth Published December 6, 2018 · Updated December 16, 2020 · By Trevor Morrison · 1 min read ## About ServiceMaster Residential Vancouver For a service company, it’s important to keep great records of your customer data. From customer data to work delivered and beyond, knowing your customer helps to retain a consistent service experience. ServiceMaster Residential Vancouver, a provider of residential and strata cleaning in the Metro Vancouver region, actions customer and business data continually to enhance their service experience. ServiceMaster Clean Vancouver has grown over the last twenty years from fewer than ten employees to more than eighty, supported by over twenty-five service vehicles. During this growth, the company has leveraged its use of Skedulo's [Mobile Workforce Management](https://www.skedulo.com/learn/mwm-overview/) platform and Salesforce to improve its field service operations. They presently deliver over 1,000 field service appointments each month. #### Replacing a Broken Field Service Management System ServiceMaster Residential Vancouver needed a reliable system that would sync seamlessly with Salesforce and provide peace of mind to mobile employees and management alike that both the data going to and being collected from mobile devices was always trustworthy. With Skedulo’s native solution to [Salesforce CRM](https://www.skedulo.com/integrations/salesforce/), ServiceMaster Residential Vancouver eliminated their data problem. With a seamless flow of data between the office and the field, they can confidently use that information to fine-tune customer communication and overall experience, giving them a clear advantage in the marketplace. Learn how ServiceMaster Residential Vancouver leverages its use of Skedulo and Salesforce to improve its [field service operations](https://www.skedulo.com/product/field-scheduling/) and deliver over 1,000 field service appointments each month. [Click here to view the case study](https://www.skedulo.com/customers/servicemaster-residential-vancouver/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulo-celebrate-pride-month/" type: "blogPost" title: "Join Skedulo as we celebrate Pride Month!" author: "Craig Panigiris" date: "2022-06-01" description: "This Pride Month, members of our team who identify as LGBTQIA+ share their personal stories, because sharing stories breaks down barriers." lastmod: "2022-06-06" --- # Join Skedulo as we celebrate Pride Month! Published June 1, 2022 · Updated June 6, 2022 · By Craig Panigiris · 3 min read Welcome to Pride Month! Throughout June, people from around the world will be coming together to celebrate the LGBTQIA+ community and to raise awareness about the importance of diversity and inclusivity. The origins of Pride Month date back further than many people realise. The inaugural Pride march was held more than 50 years ago in June 1970 to commemorate the Stonewall Uprising on June 28, 1969. Over time, the march has evolved to become a celebration of LGBTQIA+ culture with a variety of events that culminate in a parade in the final weekend of June. Such events have played an important role in shifting social and political attitudes over the years. As someone who identifies as gay, I’ve also seen a big shift in workplace attitudes – particularly in the past 5 years. I spent the better part of my career being acutely aware that I had to hide my sexuality; particularly within the hyper-masculine environments that were common in the tech world. This changed when I joined Skedulo a few years back and saw a genuine desire to embrace and celebrate diversity. It was the polar opposite of what I’d experienced 20 years ago. Recently I’ve had the pleasure of working with Skedulo’s Diversity, Equity and Inclusion (DEI) Program Manager, Silvia Zhang, and realised how much I also have to learn. Even being in the community there is a lot that I don’t know, which is why I’m so excited about the initiatives Skedulo will be running this month. ### Stories from Skedulo’s LGBTQIA+ community There is more to supporting the LGBTQIA+ community than changing your company logo for a month or posting a rainbow flag on social media. We believe the best way to break down barriers and drive awareness is by empowering people to share their personal stories. This is why we have invited members of our team who identify as LGBTQIA+ to tell their stories, and I can honestly say the insights have been tremendous. ### David Wabel, Snr Director Growth Marketing, at Skedulo, talks about what Pride Month means to him [Watch the video](https://youtu.be/YRwOiL_263g) ### Partnerships and volunteering The Bobby Goldsmith Foundation is Australia’s longest-running HIV charity and exists to support people living with HIV, a disease that has until now, largely targeted the LGBTQIA+ community. In addition to volunteering and social awareness, Skedulo will be sponsoring a number of the Foundation’s health and wellbeing programs which aim to help people with HIV achieve a better quality of life. Our volunteering efforts will also extend to the Frameline Film Festival: San Francisco’s longest-running and largest queer film exhibition in the world. ### Education creates change Education is one of the best ways to combat prejudice. We will be running a social campaign in June to encourage greater involvement from the wider business community. Internally, we’re also raising awareness among our staff through an All-Hands panel discussion where people can talk openly, ask questions, and share their stories. At the end of June, we’ll hold a Pride Parade viewing party in our San Francisco office which will be a colourful celebration of diversity and includes an education session about Pride history. ### Diversity leads to success There will no doubt be opportunities for many people to get involved in Pride month celebrations in their local areas – be it community events, public speaking, education sessions or a festival. I invite every workplace to develop their own initiatives to facilitate greater discussion and awareness. I’ve now been involved with several progressive companies who not only accept but celebrate diversity, and I can confidently say their culture is well beyond what I’ve seen in others. There are many studies to prove the widespread benefits that diversity has on culture, engagement, retention and even revenue. For example, a study by Boston Consulting Group looked at 1700 companies across 8 countries and found that greater diversity had a direct effect on the bottom line. Companies with more diverse management teams also achieve 19% higher revenue due to innovation. For anyone in the LGBTQIA+ community who has struggled to find an accepting workplace, I want to tell you that they do exist. Keep searching for a place that makes you happy and aligns with your values, because it will empower you to become the best version of yourself and you will be supported by the people around you. ## Related posts - [Skedulo Ranked As One Of Australia’s Best Places To Work In 2023](https://www.skedulo.com/blog/best-place-to-work-2023/) — August 9, 2023. At Skedulo, we are incredibly proud to share the exciting news that we’ve been ranked as one of Australia’s best places to work in 2023 by wrkplus.com. This recognition is a testament to our unwavering commitment to creating a workplace where our employees thrive, grow, and feel valued every single… - [Introducing Women of Skedulo](https://www.skedulo.com/blog/introducing-women-of-skedulo/) — March 8, 2023. Skedulo is committed to creating a workplace that's welcoming, fair, and inclusive for everyone, regardless of their personal characteristics, such as gender, race, ethnicity, and more. That's why we're excited to announce the launch of our first employee resource group, Women of Skedulo, on this I… - [Giving Back With The Felix Project](https://www.skedulo.com/blog/giving-back-with-the-felix-project/) — October 14, 2022. This World Food Day we’re using our platform to highlight the need to build a sustainable world where everyone, everywhere has regular access to enough nutritious food. 4.7 million adults in the UK struggle to afford to eat every day and 2 million children are at risk of missing their next meal, an… --- --- url: "https://www.skedulo.com/blog/skedulo-covid-19-initiatives/" type: "blogPost" title: "Skedulo Heart: Caring For One Another When It Matters Most" author: "Matt Fairhurst" date: "2020-05-05" description: "It’s been over six weeks since the global Skedulo team began to shelter in place, and what a trying period it has been. We’ve been hard at work making sure our employees, customers and partners are safe, and while things seem to be improving in many parts of the world, we aren’t out of the woods, y…" lastmod: "2020-09-01" --- # Skedulo Heart: Caring For One Another When It Matters Most Published May 5, 2020 · Updated September 1, 2020 · By Matt Fairhurst · 3 min read It’s been over six weeks since the global Skedulo team began to shelter in place, and what a trying period it has been. We’ve been hard at work making sure our employees, customers and partners are safe, and while things seem to be improving in many parts of the world, we aren’t out of the woods, yet. I wanted to take this time to summarize our COVID-19 efforts and highlight several useful product features and programs we have developed to help our customers during the pandemic: ## New Managed Package on the Salesforce AppExchange to Streamline COVID-19 Testing Available today on the Salesforce AppExchange is a managed package that has already been deployed in New York and New Jersey to manage the scheduling process for COVID-19 testing sites. This new capacity-based appointment booking software for COVID-19 testing sites helps balance appointment demand with site capacity to ensure that the testing site does not become overcrowded and overwhelmed. Our goal with this app is to help alleviate overcrowding of testing sites, reduce the stress of those on the front lines performing the tests and calm any anxiety individuals may have about traveling to a testing site and receiving a test. [Watch a demo of this new capability here.](https://youtu.be/CgqmBaECY18) ## New COVID-19 Specific Features and Capabilities Skedulo recently hosted a “best practices” webinar for customers where we highlighted how organizations are using Skedulo during COVID-19, as well as new features we are rolling out to help those on the front lines. [Check out the recording here](https://www.skedulo.com/thank-you/best-practices-using-skedulo-during-covid-19/) and see below for key takeaways: - **Contactless Signature** - We’ve seen that some jobs and appointments still require sign-off from the customer or patient that services have been rendered. But understandably, a mobile resource may not want their client to touch their device to give signature. With Contactless Signature, service providers are able to capture client signatures without handing over their mobile device. - **Virtual Meetings** - A Skedulo API that auto creates a virtual meeting on behalf of the mobile resource so that they can complete their appointment via Zoom, for example, or other virtual meeting providers. We are seeing this as a major need for our healthcare customers, as telehealth is becoming more of a necessity. - **Broadcast Console **- This tool provides real-time communication via SMS or push notifications to one or many end-customers, employees or volunteers. This could be used to send a message to all of your end-customers to inform them of a disruption in services, for example, or a message could be sent to a handful of employees and volunteers informing them that there will be an influx of appointment requests and they should be prepared to work additional hours. - **Risk Assessment Form** - This is a new, custom form within our mobile application that caregivers or service providers can fill out prior to entering a client’s home. It also acts as a screening tool for contact tracing in the instance of a suspected or confirmed case of COVID-19. ## Additional Benefits for Existing Skedulo Customers Announced on March 20, we are making the following available for Skedulo customers: - Unlimited additional user licenses for companies needing to add to their operating workforce footprint using Skedulo free of charge for the next three months.* - Access to our Customer Broadcast app to allow organizations to use our mass SMS messaging capabilities to communicate to their customers regarding the delivery of front-line services and alerts. All SMS transactions sent using this service will be free of charge for the next three months for our North American customers and up to 10,000 SMS per month for our Australian/New Zealand/UK customers.* ## Helping in our Communities during COVID-19 While our San Francisco-based employees work from home and the office is closed, we partnered with the American Red Cross on April 17 to transform the office space into a mobile blood collection site. The one-day blood collection event went off without a hitch, as workers from Skedulo and the local community filled all the available slots for donations. And a group of our employees and their children even came together to build and send care packages for individuals that are quarantined in elderly care facilities throughout the country. “Skedulo Heart” is a defining priority for Skedulo, one in which we focus on caring for one another, our customers, and the communities we serve.  The past six weeks have been trying, concerning, and in many ways, rewarding.  I’m so proud of how Skedulo has chartered these challenging waters, and most of all, that we’ve helped make a positive impact. Sincerely, Matt Fairhust CEO, Skedulo *Please note, this offer has now expired. ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulo-data-and-mastermind-recommendations/" type: "blogPost" title: "Skedulo Introduces: Greater Control Over Your Data and Smarter Mastermind™ Recommendations" author: "Marie Francis" date: "2018-08-28" description: "Skedulo's updated features give customers more control over their data, smarter recommendations for faster scheduling, and simpler complex schedules." lastmod: "2020-05-20" --- # Skedulo Introduces: Greater Control Over Your Data and Smarter Mastermind™ Recommendations Published August 28, 2018 · Updated May 20, 2020 · By Marie Francis · 4 min read Skedulo is excited to announce updated features to give our customers more control over their data, smarter recommendations to make scheduling even faster, and more ways to simplify complexly patterned schedules. Learn about these new features and all the details of our latest product release in the [Skedulo Support portal](https://support.skedulo.com/). ## Greater Control Over Your Data Our customers tell us that one of the reasons they chose Skedulo is our flexible architecture. It’s like what our customer, Joe C., wrote about Skedulo on [G2 Crowd](https://www.g2crowd.com/products/skedulo/reviews/skedulo-review-506950): “The best thing about Skedulo is its flexibility… Another great thing is that they are constantly working to make Skedulo better.” Thanks, Joe! With our latest release, we have an important new capability designed to keep us flexible while giving our customers more control over how they manage data in Skedulo in our web app. Our independent platform now manages custom data fields with greater ease and provides more options to track the data points that are most important to your business. The ability to create custom data fields and control which users can see and edit the information is critical to maintaining trustworthy, secure data for your business. For example, a number of our customers ask their field trainers or mobile educators to confirm the number of attendees in a training session. This is business critical information as it relates to what the customer is ultimately invoiced for. Now, a Skedulo admin can easily create a custom field on the job object that is editable on the mobile app, allowing those field trainers to capture or confirm the number of attendees in a training session instead of putting it in the Notes section, where it’s harder to report or act on. ## Mastermind™ Delivers Smarter Recommendations Skedulo’s Mastermind optimization and recommendation engine just got even smarter. Now schedulers and coordinators can use Mastermind to find the perfect time to schedule an appointment or job while optimizing for even more types of business priorities. Smart recommendations with Mastermind take the burden off schedulers to make decisions that must align with complex business requirements or details that are difficult or impossible to track - **Exclusion:** Exclusion can be used to set a hard rule for resources that cannot perform work for a particular customer. For example: "These resources do not have the required security clearance to work for this organization." - **Inclusion:** Inclusion can be used to set a hard rule for resources that can perform work for a particular customer. For example: "These resources have the required security clearance to work for this organization." - **Availability:** This allows the system to take into consideration periods a resource is available outside of their regular stated work hours, provided the data has been included in their availability template. - **Unavailability:** Suggestions will not fall within any unavailability periods, including working hours where the resource has been marked “unavailable” for reasons other than an active appointment. - **Time Constraints:** Suggestions will respect time restraints associated with a job. For example, “This type of job can only be scheduled before 9 am.” - **Total Travel and Job Time:** Mastermind will only suggest resources who can travel to the job _and_ complete it within the stated time constraint. For example: “The resource must have the time to travel to the job _and_ complete it before 9 am.” ## Recurring Schedules Managed Seamlessly While some businesses have a “one and done” model of service, many offer some sort of recurring work for their customers. This is especially prevalent with our customers in healthcare and home or commercial services. Managing recurring appointments can cause headaches for a lot of businesses, especially when scheduling long-term engagements. Skedulo’s Pattern Builder has always made it fast and easy to create recurring events, and now it provides more support to schedulers when they create these types of jobs. When scheduling far into the future, there are likely to be a number of conflicts to navigate, such as holidays or vacations. This is especially prevalent when assigning a series of jobs to a single resource, which is often the customer’s preferred person to work with. Now, Skedulo’s Pattern Builder makes it easier for schedulers to navigate these conflicts the moment a series of jobs are allocated to a resource. With clearer notifications and prompts to resolve conflicts within a series, Skedulo makes it simple for schedulers and coordinators to identify potential problems well in advance, and within the same workflow, schedule a series of regularly recurring jobs _and_ any adjust for exceptions to that recurrence. That gives schedulers piece of mind and saves them valuable time. Stay tuned to the Skedulo blog for more product developments. Get all the details on these new features and every part of our latest release in the Skedulo Support portal at support.skedulo.com! ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… --- --- url: "https://www.skedulo.com/blog/skedulo-design-approved-workday/" type: "blogPost" title: "Skedulo Is Now a Workday Design-Approved Scheduling App" author: "Ed Backhouse" date: "2026-07-09" description: "Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace." lastmod: "2026-07-09" --- # Skedulo Is Now a Workday Design-Approved Scheduling App Published July 9, 2026 · By Ed Backhouse · 3 min read Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. Skedulo is now available on Workday Marketplace. As a Workday Innovation Partner, Skedulo submitted its integration use case and reference architecture for review and has earned the **Workday Design Approved** designation. For any organization that runs Workday and coordinates field or shift work, those two systems now connect directly. Workday is the system of record for your people. Skedulo is the system of execution for their work — on-site or in the field. Until now, those two jobs lived in two places, and the gap between them was filled by hand. ## The gap this closes: Disconnected systems are costing you You've invested in Workday to run your people data: who works for you, what they're qualified to do, where they sit in the organization. But for the clinicians, technicians, carers, and field crews who make up roughly 80% of the workforce, the daily schedule has often lived somewhere else entirely: in spreadsheets, a standalone rostering tool, or a chain of messages. The cost isn't in any one of those tools; it's in the seams between them. Worker data updated in Workday doesn't reach the schedule. A schedule built outside Workday drifts from the source of truth. Every exception becomes manual work, and the team ends up managing the schedule instead of managing the business. The integration addresses that directly: the people data you maintain in Workday now drives how frontline work is scheduled and run, without the re-keying in between. ## What Design Approved means Design Approved means Workday reviewed and approved Skedulo's integration use case and proposed reference architecture: how the two systems are designed to connect. It's a design-stage review by Workday, not a full certification of a finished integration. What gives the approach its weight is the part buyers care about most: the integration is already running in production. Organizations like the American Red Cross and Solace Pediatric Healthcare use Skedulo with Workday data to run their frontline operations today (more on their results below). The design is one Workday has reviewed at the architecture level, and one that customers have proven in the field. ## How the integration works Skedulo extends Workday into frontline execution rather than duplicating it. Worker profiles and organizational data stay anchored in Workday HCM. From there: - Employee records, roles, and availability flow from Workday Human Capital Management (Workday HCM) into Skedulo. - AI-native optimization matches the right worker to the right job against skills, location, credentials, and availability across recurring shift schedules and one-off field jobs in a single platform. The same worker can cover a roster in the morning and take a field job in the afternoon, without double-booking. - Scheduling, dispatch, and mobile execution happen in Skedulo, reflecting the same workforce data your managers already see in Workday. The result is one current view of who's available and where work needs to happen, with less double entry, fewer scheduling conflicts, and fewer compliance gaps across distributed teams. ## Built for the frontline, proven at scale Skedulo manages more than 65 million on-time appointments for over 250 enterprise customers across healthcare, field service, energy, and beyond. The organizations running distributed operations on Skedulo include: - **30%** lower scheduling costs — American Red Cross - **43%** faster scheduling — American Red Cross - **84%** fewer patient no-shows — Solace Pediatric Healthcare These are the outcomes that show up when the schedule stops being a daily firefight and starts being a system. > Workday knows your people. Skedulo is where their work actually gets done — on a job site, in a patient's home, across a shift. With our app on Workday Marketplace, that connection is now a direct one. Operations teams spend less time reconciling spreadsheets and more time running the business. > > — Matt Fairhurst, Skedulo ## Get started The Skedulo Frontline Scheduling & Optimization app is available now on [Workday Marketplace](https://marketplace.workday.com/en-US/apps/816929/skedulo-frontline-scheduling-optimization). If your organization runs Workday and still manages field or shift scheduling outside it, that's a conversation worth having. [Talk to our team](https://www.skedulo.com/book-a-demo/) to see how the integration works against your operation. _Skedulo is the Intelligent Frontline Operations Platform — one AI-native platform to schedule, manage, and coordinate frontline field and shift work at scale, built for the 80% of workers who don't sit at a desk._ ## Related posts - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Empower your mobile workforce with Skedulo Plus, our newly launched mobile app](https://www.skedulo.com/blog/empower-your-mobile-workforce-with-skedulo-plus/) — October 2, 2023. I’m really excited to share the news of the launch of Skedulo’s new mobile workforce management app, Skedulo Plus. With work becoming increasingly mobile, workers need to be armed with the right tools in order to do their work efficiently and effectively. As we looked at the options available to bu… - [New Product Capability: Create The Optimal Schedule With Skedulo’s Optimization Engine](https://www.skedulo.com/blog/new-skedulo-optimization-engine/) — April 19, 2023. We are thrilled to announce the launch of Skedulo’s new optimization engine enabling your teams to create an optimal schedule with the push of a button. When building our new optimization engine, we wanted to ensure that our customers would have control over the variables that are considered when… --- --- url: "https://www.skedulo.com/blog/skedulo-earns-1-field-service-management-momentum-leader-from-g2/" type: "blogPost" title: "Skedulo Earns #1 Field Service Management Momentum Leader from G2, Recognized for 15 Consecutive Quarters as a FSM Leader" author: "Danielle Barbour" date: "2021-12-21" description: "The Winter 2022 Field Service Management Grid Report has been published by G2 and Skedulo is honored to remain a leader." lastmod: "2021-12-21" --- # Skedulo Earns #1 Field Service Management Momentum Leader from G2, Recognized for 15 Consecutive Quarters as a FSM Leader Published December 21, 2021 · By Danielle Barbour · 2 min read The Winter 2022 Field Service Management Grid Report has been published by G2 and Skedulo is honored to remain a leader and garner the following achievements: - **Ranked Number 1** [Momentum Leader](https://www.g2.com/reports/momentum-grid-report-for-field-service-management-winter-2022?secure%5Bproduct_slug%5D=skedulo&secure%5Breport_uuid%5D=ceb43c3d-4afb-4684-9aad-f262ccfcc748&secure%5Btoken%5D=a19e304f983aa94fcc84182116e513334357d6d5c6d5b4b0c81d5ea2fd785b13) in Field Service Management - **Ranked Number 1** [Best Relationship](https://www.g2.com/reports/relationship-index-for-field-service-management-winter-2022?featured=skedulo&secure%5Bgated_consumer%5D=07b14d61-c499-444f-9adf-ff2d8e637d37&secure%5Btoken%5D=37f928eea89faf83e8de6afa7e08355ba402beadde282c3d2cc66f81ff6c0f7f&utm_campaign=gate-811029) - **15th consecutive quarter **[Leader in Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-winter-2022?featured=skedulo&secure%5Bgated_consumer%5D=0b0b5b2a-fbf4-4c77-be6a-b210727f3867&secure%5Btoken%5D=67eddc86da2af8e9ba74152f6f47ded35a2cd86b9062e9e177cca8237af623bc&utm_campaign=gate-809556) - **Leader** in [Mid-Market](https://www.g2.com/reports/mid-market-grid-report-for-field-service-management-winter-2022?secure%5Bproduct_slug%5D=skedulo&secure%5Breport_uuid%5D=a03333c3-bfc0-4b6d-a1d2-d950647c8fbb&secure%5Btoken%5D=8005a5f3834d218589245cdb115cc348f8bfbf97a6ddf9e8170363b593e4486a) Field Service Management Grid Skedulo continues to be recognized for accelerated implementation periods and return on investment. In fact, Skedulo customers realize return on investment 14% faster than the average Field Service Management (FSM) customer. ### We Are Proud to Support Innovative Organizations Over the last several years, frontline and deskless work have garnered additional attention, with widespread recognition of the criticality of this work—and the [underserved nature of this workforce segment](https://www.skedulo.com/blog/announcing-the-state-of-deskless-work-q4-2021-research-report/). Skedulo is proud to partner with organizations around the globe with a large population of deskless workers and earn positive feedback in recent reviews, including: “Skedulo is an extraordinarily efficient and robust service that has streamlined our business's work, increased efficiency, and assisted our mobile workforce in focusing on the task at hand rather than wondering where they will be at any given time. Our business required a much more sophisticated solution than a large and unwieldy spreadsheet to book meetings across a large geographic area, and Skedulo solved this problem for us. While our use case was a little different from scheduling high-volume jobs and a large workforce, we needed something that could distill an extensive array of variables and factors into information that was interpretable at a glance. The Skedulo interface and user experience are second to none, and once your team learns the ins and outs, it becomes second nature for them. They love being able to view schedules in varied formats and customize data fields as we learn about how our project is operating. For schedulers, Skedulo makes it so easy to identify the best resource for your needs and dispatch that job efficiently. For our mobile workforce, they love being able to manage their work via the mobile app, and having detailed notes and information for each job minimizes the communication required between our office and the workforce. We also gain peace of mind that our workforce is receiving and acknowledging assigned jobs, which is great.” -Alex S., Senior Consultant > Skedulo gives a manager the ability to view locations, hours staffed and conditions in one place for a great overall view of their team. > > — Vincent C., Workforce Analyst “Skedulo is easy to use and has a user-friendly interface. It's a great way to schedule block bookings and to allocate staff to each individual job, sending out push notifications to staff members is particularly useful. Skedulo has made it easy to allocate and notify staff, it's easy to manage and ensures that everyone has all of the details they need about a booking. The Skedulo App saves time and a lot of back and forth communication.” -James E., Programme Operations Coordinator ### Get the G2 Fall 2021 Field Service Management Grid For complete details on the Field Service Management market and Skedulo’s leader ranking, get access to the full [G2 Fall 2021 Field Service Management Grid Report](https://www.g2.com/reports/grid-report-for-field-service-management-winter-2022?secure%5Bgated_consumer%5D=0b0b5b2a-fbf4-4c77-be6a-b210727f3867&secure%5Btoken%5D=67eddc86da2af8e9ba74152f6f47ded35a2cd86b9062e9e177cca8237af623bc&tab=data-adoption). Additionally, G2 provides a full collection of the [206 Skedulo reviews from verified users](https://www.g2.com/products/skedulo/reviews#reviews). ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/skedulo-healthcare-expert-to-discuss-shifting-point-of-care-at-himss22/" type: "blogPost" title: "Skedulo Healthcare Expert to Discuss ‘Shifting Point of Care’ at HIMSS22" author: "Rachel Disselkamp" date: "2022-03-07" description: "Scheduling a healthcare appointment is now less about when than where. A Skedulo healthcare expert discusses the shifting point of care at HIMSS22." lastmod: "2022-03-07" --- # Skedulo Healthcare Expert to Discuss ‘Shifting Point of Care’ at HIMSS22 Published March 7, 2022 · By Rachel Disselkamp · 2 min read These days, scheduling an appointment with your healthcare provider is less a question of _when_ you can come in than _where_—as in, _where_ would you like the appointment to take place? Sparked in large part by the COVID-19 pandemic and factors such as telehealth, virtual visits and the Centers for Medicare and Medicaid Services’ nascent “hospital-at-home” program, care is increasingly moving beyond the traditional hospital and clinic settings and into satellite clinics or even patients’ own homes. What does that mean for patients, and especially the providers who cater to their preferences? That’s the topic of a presentation I’m excited to deliver later this month at the HIMSS22 Global Health Conference in Orlando, Fla. It’s titled “_[How the Shifting Point of Care Affects Patients and Providers](https://www.himss.org/global-conference/session-how-shifting-point-care-affects-patients-providers)._” The presentation is free to conference attendees; if you’re at HIMSS, I invite you to come check it out. I joined Skedulo in 2021 after spending nearly a decade in workforce management (WFM), helping brands leverage schedule data and WFM technology to improve workforce retention, business revenue, and customer satisfaction. At HIMSS, I'll discuss the various forces catalyzing the shifting point of care, as well as the different programs and venues where care is being provided to patients. I’ll also outline the very practical challenges and considerations this shift raises for providers, who now must balance scheduling and record-keeping between traditional clinic-based practices and mobile caregiving. These are critical issues for healthcare providers, who are already saddled with many administrative responsibilities and must pay increasing attention to issues such as route optimization, matching caregiver skills to patients’ needs, and boosting employee satisfaction amid a larger labor shortage. The shifting point of care and the caregiver and patient experiences both loom large as [conference themes](https://www.himss.org/global-conference/program-conference-education-topics). Immediately preceding me is a keynote session entitled “[Preparing for the 2022 and Beyond Workforce](https://www.himss.org/global-conference/session-keynote-preparing-2022-and-beyond-workforce)” with CBS _60 Minutes_ correspondent Scott Pelley, while other presentations of interest include a discussion of a [virtual bedside nursing unit](https://www.himss.org/global-conference/session-lessons-learned-launching-virtual-nursing-unit-0) and how the Hospital at Home program represents “[a fundamental shift in acute care delivery](https://www.himss.org/global-conference/session-hospital-home-building-virtual-hospital).” I look forward to attending and making new connections and invite you to come hear my presentation and say hello. In addition to my talk, Skedulo will have a presence at the Innovation Live Kiosk 8140-18 in Hall E of the Orange County Convention Center. We hope to see you there! All the details for my speaking session: - What: “[_How the Shifting Point of Care Affects Patients and Providers_](https://www.himss.org/global-conference/session-how-shifting-point-care-affects-patients-providers)” - Who: [Rachel Disselkamp](https://www.linkedin.com/in/racheldisselkamp/), Director, Healthcare Vertical, Skedulo - When: Wednesday, March 16 at 9:45 a.m. ET - Where: Innovation Live Theater, Hall E, Orange County Convention Center Conference website: [himss.org/global-conference](https://www.himss.org/global-conference) ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/skedulo-introduces-work-offers/" type: "blogPost" title: "Skedulo Introduces: Work Offers" author: "Marie Francis" date: "2019-04-09" description: "With work offers, companies offer jobs to available, qualified mobile workers, who self-select the work they want most and choose when and where they work." lastmod: "2020-09-29" --- # Skedulo Introduces: Work Offers Published April 9, 2019 · Updated September 29, 2020 · By Marie Francis · 4 min read We are excited to introduce a new feature set that will empower your mobile employees to easily decide when and where they work. With Skedulo’s new Work Offers feature, companies have the flexibility to offer specific jobs or units of work to a group of workers who are available and qualified so they can self-select into what work they want the most. This powerful capability has been seamlessly added to existing scheduling workflows in Skedulo, so your business can take advantage of Work Offers with minimal change to your current processes. ## Work Offers Give Your Business a New Tool to Manage On-demand Work and Empower Employees Over the last decade, as innovative companies providing ride-sharing, delivery, home and specialty services made all of our lives easier, new ways of working also emerged, creating a new understanding of flexible working models for employees and individuals. Work Offers capability in Skedulo reflects the changing dynamics of work and offers your business the opportunity to engage with your employees in ways that have, for most companies, been purely aspirational until now. Successful consumer-facing applications that provide on-demand, instantly gratifying products and services have inspired new models of employee engagement, in part by giving people the option to work where and when suits them best. As businesses of all sizes struggle with [hiring and retaining great talent](https://www.washingtonpost.com/business/economy/this-is-super-tight-companies-struggle-to-find-retain-workers-in-a-hot-economy/2018/01/12/0c1ce97e-f7cf-11e7-b34a-b85626af34ef_story.html), giving employees flexibility and consumer-grade tools that work creates a [happier, more engaged workforce](https://www.forbes.com/sites/forbescoachescouncil/2017/12/13/promoting-employee-happiness-benefits-everyone/#729bb453581a). In today’s tight employment market, that creates a competitive advantage for your business. Now, this type of mobile employee engagement is available out-of-the-box on the Skedulo platform. ## Using Work Offers in Skedulo Supporting scheduler decision-making and retaining human oversight over who is allocated to a job or shift is extremely important to our customers. That’s why Work Offers is designed to give schedulers the option to choose among a group of resources who have said they will take an offered job or shift. Retaining this level of scheduler control is also highly desirable when introducing a new way of assigning work into your operations. We also worked to ensure that the mobile worker experience remains intuitive. We provide a clean and easy interface for them to see what the job is, its location, and when they need to be there. Your mobile workers get notifications that a job is available by SMS, push notification, or by checking the Skedulo mobile app. They can claim or decline with the push of a button. It’s that simple. After the scheduler allocates the resource(s), the job or shift follows the same workflow as any other on the Skedulo platform. You can also track how many Work Offers are still outstanding against your mobile workers’ changing availability. But our Work Offers capability doesn’t stop there. You can also use a “first come, first served” model (or, if you prefer, “first in, best dressed” in Australian) and auto-allocate a job to the first qualified person or people who say they want it until the number of needed resources is filled. That way, Work Offers can be used not only to give mobile employees more control over their schedules, but also to incentivize responsiveness and engagement with your business. This is especially valuable with part-time, contract, or casual workforces who often require additional effort to engage at the same level as in-house teams. #### Example Use Cases Businesses can use Work Offers to solve lots of different problems, ranging from tough scheduling choices to boosting employee morale. Here are just a few potential use cases: - Assign a job or shift to a resource who has proactively said they want the work to increase employee satisfaction - Allow qualified resources to make the allocation decision when the preferred resource is not available - Confidently fill last-minute requests for just-in-time services - Activate latent resources and increase their engagement with your business - Better serve customers in locations with limited workforce availability by offering the job to those who are outside of the territory - Reward the fastest-acting employees with assignments they want the most - Gain insight into the desirability of an assignment to your current workforce - Limit potential familiarity bias in scheduling decisions, particularly for popular assignments ## Inspired by Our Customers At Skedulo, we seek constant feedback from our diverse customer base to continually uncover, understand, and solve the challenges that come with mobile work and non-traditional, variable schedules. Inspired by our customers’ use cases and feedback, Work Offers is customer-driven innovation that attacks the challenge of mobile worker supply and demand against variable work opportunities. “Our staff know their schedule best,” says [Darcie Peacock](https://www.linkedin.com/in/darcie-peacock-6228aa32), CEO of Solace Pediatric Home Healthcare in Colorado. “Giving our mobile clinicians options and control over how they spend their time is part of our strategy for recruiting and retaining the best pediatric clinicians in the state.” Solace manages its team of roughly 200 mobile caregivers using Skedulo. As its business grows rapidly--weekly home visits have increased by 50% YoY--Solace is constantly looking for ways to innovate its operations and better support its mobile clinicians. “We like the ability to filter up or down based on region or tags to determine how wide of a net we should cast to our staff to meet the needs of a particular patient,” Peacock says. ## Empower Employees with Work Offers in Skedulo Scheduling is often complex and non-linear. Moreover, work requests rarely flow at a constant rate, so our customers are challenged to optimize the way their mobile employees are utilized. At Skedulo, we’re continually finding ways to improve your business by ensuring that no opportunity is left on the table. Work Offers provides a convenient way to assign opportunities to the right resources, whenever the time may be. Skedulo customers who want to activate Work Offers can learn more about the feature details [in this article](https://support.skedulo.com/hc/en-us/articles/360000714135-8-1-2-Job-Offers) in the Skedulo Support Portal. To see Skedulo’s Mobile Workforce Management platform in action, [request a demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Exciting New Features Inspired by Customer Feedback](https://www.skedulo.com/blog/launching-new-feature-based-on-customer-feedback/) — August 15, 2024. At Skedulo, one of our core values is being ‘customer driven’. So when customers provide us with feedback, we listen. Customer insights have been invaluable to bringing new and exciting innovations to our Deskless Productivity Cloud, and this recent launch is no exception. Today we’re thrilled to… - [Empower your mobile workforce with Skedulo Plus, our newly launched mobile app](https://www.skedulo.com/blog/empower-your-mobile-workforce-with-skedulo-plus/) — October 2, 2023. I’m really excited to share the news of the launch of Skedulo’s new mobile workforce management app, Skedulo Plus. With work becoming increasingly mobile, workers need to be armed with the right tools in order to do their work efficiently and effectively. As we looked at the options available to bu… --- --- url: "https://www.skedulo.com/blog/skedulo-is-now-a-part-of-the-g-cloud-11-framework/" type: "blogPost" title: "Skedulo is now a part of the G-Cloud 11 Framework" author: "Angela Gonzales" date: "2019-08-13" description: "Skedulo is excited to be part of the UK Government's G-Cloud 11 Framework to provide our mobile workforce management solutions to the public sector." lastmod: "2020-12-16" --- # Skedulo is now a part of the G-Cloud 11 Framework Published August 13, 2019 · Updated December 16, 2020 · By Angela Gonzales · 2 min read For the second year in a row, Mobile Workforce Management solution Skedulo has been selected as an approved supplier for the [G-Cloud 11 Framework](https://www.digitalmarketplace.service.gov.uk/g-cloud/services/726256883242317). The G-Cloud framework initiative was created in 2012 to help ease the procurement process of public-sector bodies. With the rapid changes to where, when, and how we work being brought about by new forms of mobile and cloud-based technology, we are very excited to be part of the G-Cloud 11 framework. This emphasis on technology and innovation within the UK comes at an interesting moment in time when compared to the US. In the US, we often look to the private sector as the frontrunner for innovation, as many of the services we use are provided to us by private companies or non-governmental organizations. However, this is not the case in the UK, where the vast majority of the public relies on public services offered by various layers of the UK Government. These public sector bodies are rapidly adopting new technologies and modernizing how their workers perform their jobs with the goal of better serving the public. We have seen a similar emphasis on innovation from the government in Australia, where Skedulo has helped numerous governmental and NDIS/Healthcare related organizations modernize the management of their mobile workforce. In the UK, with the government and public sector being the champion of technology and innovation, we are excited that Skedulo has been selected as an approved supplier of Mobile Workforce Management for the G-Cloud 11 Framework. Organizations that successfully apply and are accepted onto the framework are added to the GOV Digital Marketplace. Public sector organizations are then allowed to buy directly from these approved vendors as well as tender invitations under a standardized contract as negotiated as part of the application process for the framework. ### About Skedulo Skedulo is the solution for intelligent mobile workforce management. We help organizations manage their mobile workforces to delight their customers and engage their employees. Skedulo is the new standard for deskless workforce productivity. Skedulo helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are full-time, part-time, or contract employees. Skedulo offers enterprises and mid-market companies a mobile workforce management solution with robust integration capabilities, including native integrations to Salesforce. With Skedulo, enterprises can unify their tech stacks and move trustworthy data across the organization with ease. Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled over 140 companies, including Easterseals Bay Area, Achieve3000, and Area Wide Protective, to seamlessly schedule and service more than 5 million appointments around the globe. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), [@Skedulo](https://twitter.com/Skedulo), [Facebook](https://www.facebook.com/skedulo/), and [LinkedIn](https://www.linkedin.com/company/skedulo/) pages. **Want to see the product in action?** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulo-living-by-our-core-values/" type: "blogPost" title: "Giving Back to the Community in Vietnam" author: "Trevor Morrison" date: "2018-05-25" description: "Care for one another is a core Skedulo value. Our Vietnam team volunteered their time and effort to help people in need in Ho Chi Minh City." lastmod: "2018-06-14" --- # Giving Back to the Community in Vietnam Published May 25, 2018 · Updated June 14, 2018 · By Trevor Morrison · 2 min read As a global organization with diverse backgrounds, it’s important to highlight what we stand for. With [teams](https://www.skedulo.com/contact/) in Brisbane, London, Sydney, San Francisco, and Ho Chi Minh city, retaining a consistent workplace culture whilst adding new team members is vital to our wellbeing. At Skedulo we pride ourselves on following our [five guiding principles](https://www.skedulo.com/about/): 1. **No B.S. **Be open and honest within the company and with customers. 1. **Customer first. **Customer are the lifeblood of our company. Without their success we wouldn’t exist. Treat them wonderfully. 1. **Design and build great product. **We believe that design and quality user experience trumps all else when it comes to adoption of our technology. Build products that are useful, well-informed, and connected. 1. **Care for one another. **We’re a big global family from diverse backgrounds. Treat each other with kindness and generosity. Give back to those that need it most. 1. **Be unapologetically better at doing better – but do it while laughing! **We build serious products that solve serious problems without taking ourselves too seriously at work. ‘Care for one another’ in particular, is an important principal of ours, being a global organization with diverse backgrounds. On Saturday 19th May, the Skedulo Vietnam team volunteered their time and efforts to assist those in need in the city of Ho Chi Minh. The team arrived at Huynh Đệ Như Nghĩa; sister Dung welcomed the team to the shelter that supports those with vision impairments in Vietnam. With the support and effort from this shelter, these children are able to live a prosperous life with some even competing in the ASEAN Paralympic Games. The Skedulo team continued to Dieu Phap Pagoda, where they provided food and support to the elderly without shelter. Old age and without family, the elderly live under the same roof and take care of one another. The final destination of their journey was the [Dieu Giac Pagoda](https://www.orphaned.org/), a Vietnamese orphanage. The children were bright-eyed with big smiles as the team distributed gifts and support. It is with a heavy heart that our [Skedulo ](https://www.skedulo.com/)Vietnamese team bid farewell to these incredible shelters and associations supporting those in need. The team were happy to spend a meaningful day working together toward a good cause for the community and look forward to the next opportunity. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulo-named-momentum-leader-for-field-service-management-and-workforce-management-on-g2/" type: "blogPost" title: "Skedulo Named Momentum Leader for Field Service Management and Workforce Management on G2" author: "Marie Francis" date: "2019-11-13" description: "Skedulo has been ranked the #1 Momentum Leader for Field Service Management and #3 Momentum Leader for Workforce Management by software review site G2." lastmod: "2020-05-20" --- # Skedulo Named Momentum Leader for Field Service Management and Workforce Management on G2 Published November 13, 2019 · Updated May 20, 2020 · By Marie Francis · 4 min read We are thrilled to share that Skedulo has been ranked the [#1 Momentum Leader for Field Service Management](https://www.g2.com/gated_content/tokens/67d5d692-36e9-4abf-860c-a9e6e0041777) and the #3 Momentum Leader for Workforce Management by software review site G2. G2 provides these rankings primarily based on user reviews. We are so grateful to our customers for taking the time to share their feedback about working with Skedulo. We are motivated by our customers every day, and it means a great deal to us that you took the time to review us on G2. Thank you! Here are a few reasons why our customers have helped us receive this recognition. ### Real Business Results When our customers tell us we have helped them become more efficient, allowed their business to scale, or saved them countless hours of valuable time, we go home happy. Ultimately, we are here to deliver real results to your business. We’re so grateful to our customers who have taken the time to share how Skedulo has helped them change the way their business operates. Here are a few highlights: - [Joe C](https://www.g2.com/products/skedulo/reviews/skedulo-review-506950). in construction says, “It has literally shaved 1 whole workday off my project administrator with the automated process set up from Salesforce to Skedulo. So the product has paid for itself 10 fold.” - [Mandy P.](https://www.g2.com/products/skedulo/reviews/skedulo-review-22727) tells us, “Our company has also seen increased efficiency, improved proactive in place of reactive behavior, earlier release of dispatch, and labor hour reduction." - This [administrator](https://www.g2.com/products/skedulo/reviews/skedulo-review-1173268) reports “growth in productivity, as well as accurate time reporting.” - [Kevin F.](https://www.g2.com/products/skedulo/reviews/skedulo-review-721461) says that Skedulo “saves travel dollars and ensures quality by scheduling resources based on proximity, certifications, and availability.” - [Eric](https://www.g2.com/products/skedulo/reviews/skedulo-review-852639) in real estate says, “We were hoping to reduce time to book a tour for our prospective tenants. We were able to drive down our scheduling time by more than 90%. A huge win for our business.” - And this [executive](https://www.g2.com/products/skedulo/reviews/skedulo-review-1206607) reports that “benefits realized are a significant efficiency gain across all stakeholders.” ### User Experience & Ease of Use It’s no surprise that user experience has a lot to do with user satisfaction! At Skedulo, putting the customer first is one of our core values, and that shows in how we design our user experience. Our customers tell us that Skedulo makes it easy to find and act on the information they need. That includes data about the skills, availability, and location of your workforce, the needs of your customers, and what’s happening in real-time as scheduled work takes place. “The web app is easy to see what jobs are ongoing and make changes. Mobile app is very user-friendly and easy to use for the technicians,” says [reviewer Marc C](https://www.g2.com/products/skedulo/reviews/skedulo-review-1206957), a COO. [Leigh M](https://www.g2.com/products/skedulo/reviews/skedulo-review-1783591#survey-response-1783591), a business analyst in the healthcare industry, says with Skedulo he is “easily able to schedule multiple staff and notify them of their daily appointments.” [This user](https://www.g2.com/products/skedulo/reviews/skedulo-review-753597) is a fan of the scheduling layouts: “I also really like the different ‘views’ - I toggle between the ‘by day’ and ‘by week’ views.” Making work easier for our customers is one of our most important measures of success. [Hear from our product development and design team](https://www.youtube.com/watch?v=EgFDVPKZXPM&feature=youtu.be) to learn more about Skedulo’s approach to user experience. ### Customer Support We’re proud to have earned G2’s “Customers Love Us” recognition. Everyone at Skedulo is exceptionally dedicated and relentless in their support of our customers. We take our commitment to our customers seriously, whether that’s prompt responses to questions or supporting the development of solutions to complex problems. Our Customer Experience team gets a lot of love from our customers! Kristin N., an IT administrator, reports “Everyone I have worked with at Skedulo has been extremely helpful. They all seem to have extensive knowledge of their product and really care about helping their customers roll it out successfully.” [Vokhid](https://www.g2.com/products/skedulo/reviews/skedulo-review-514112), an admin at a construction company, says “their support team is great and cooperative. We are happy to work with them and look forward to leveraging this solution to our other business units.” [Stephen L.](https://www.g2.com/products/skedulo/reviews/skedulo-review-1173072), a systems analyst, says, “Skedulo is a company that is really engaged with their user base. Skedulo has helped us solve a number of issues and pain points.” [Learn more about our approach to services and support](https://www.skedulo.com/contact/). ### Product Innovation & Capability Being a Momentum Leader is all about being ahead of the curve and we seek to deliver innovative capability that goes far beyond automating familiar business processes. And we are continually expanding our platform to give customers the “under the hood” capability they need for their enterprise-grade challenges. Our customers highlight product innovation as one of the key values they get from Skedulo. [John M.](https://www.g2.com/products/skedulo/reviews/skedulo-review-3073988), a CEO in real estate, writes that one of the best things about Skedulo is “the constant innovation and furthering of their product. They are always rolling out new features and iterations of the software.” [George L](https://www.g2.com/products/skedulo/reviews/skedulo-review-3098519). highlights “the ability to add fields easily and quickly is an enormous advantage for evolving the reporting capability in line with changing requirements.” For [Rebekah L](https://www.g2.com/products/skedulo/reviews/skedulo-review-2272824), it’s all about the analytics: “Skedulo allows for both the management of established and new scheduling while combining predictive analytics to inform options to ensure clients' needs are met and employees are utilized.” ### “Momentum” Means More to Come Skedulo is here to become the best Mobile Workforce Management platform for the modern, deskless workforce. It is a complex problem that impacts billions of mobile workers across millions of enterprises worldwide. That means there are billions of people and thousands of businesses who stand to benefit from the greater efficiency and better employee experiences Skedulo offers. As we expand our reach and our platform, we will continue to build this momentum. [Request a demo today](https://www.skedulo.com/book-a-demo/) and see how our momentum can help change your business. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulo-ranked-as-g2-field-service-management-leader-for-12th-consecutive-quarter/" type: "blogPost" title: "Skedulo Ranked as G2 Field Service Management Leader for 12th Consecutive Quarter" author: "Michael Gleason" date: "2021-03-31" description: "In G2's Spring 2021 Field Service Management Grid Report, Skedulo was named a Leader in Field Service Management for the 12th consecutive quarter." lastmod: "2021-03-31" --- # Skedulo Ranked as G2 Field Service Management Leader for 12th Consecutive Quarter Published March 31, 2021 · By Michael Gleason · 2 min read G2 has published the Spring 2021 Field Service Management Grid Report and Skedulo was recognized with achievements including: - [Leader in Field Service Management](https://www.g2.com/gated_content/tokens/17909f4f-02c3-4659-9bec-ad21ff6359b6) for 12th consecutive quarter - Leader in [Mid-Market ](https://www.g2.com/gated_content/tokens/7e50298a-df0c-41da-83c1-be972c991a86)and [Small-Business](https://www.g2.com/gated_content/tokens/dc5c35f8-ff74-44b9-8da0-3e8f79f369df) FSM Grids - Momentum Leader in [Field Service Management](https://www.g2.com/gated_content/tokens/67b4136a-e166-47c4-922c-3cab09cd9851) and Workforce Management Skedulo was also recognized for the accelerated implementation periods and return on investment customers experience. In fact, Skedulo customers realize return on investment 26% faster than the average Field Service Management (FSM) customer. **Compare the Top Field Service & Workforce Management Softwares of 2021** ## Don’t Take Our Word For It Skedulo has earned a wide range of positive feedback in recent reviews, including: “I like the fact Skedulo **reduces the time needed to schedule work for my team**. It has a modern and easy to use interface on the desktop which **makes my scheduling work more enjoyable**. I also like the fact I am **able to run off informative reports about the work my team is doing**.” - Graham R, Service Supervisor “Our users find Skedulo a** modern and a dynamic application**. They appreciate the modern and responsive user interface and the **reduced time it takes to schedule & complete internal recording processes**. As a Systems Manager, I appreciate Skedulo's flexibility within their professional services team. Implementing Skedulo within our organisation involved not only the core scheduling functionality but also involved quite a few customisations. The **team has been very helpful** in exploring how we could revise our internal processes to best work with Skedulo.“ - Jan C, Management Information Systems Manager “[I like…] that it is integrated with salesforce and is very easy to use from one database to the other. Able to capture a lot of data on Skedulo. Easy way of rostering staff to jobs. Easy to update staffs availability and unavailability. Easy to modify days, times, resources. Jobs are sent to resources are sent in real time. Job numbers are easy to follow. Screen layout is easy to follow and understand. Use of tags and being able to filer out certain requests for resources. real time job statuses. view of total travel time, total time scheduled and average travel time. Swim lane snapshots, being able to push or TXT resources to notify them of checking in/ out or updates to jobs. Calendar view of ongoing bookings provides a great snapshot of reoccurrence days.” - Courtney G, Administrator Responsible for Resource Rostering ## Get the G2 Spring 2021 Field Service Management Grid The full [G2 Spring 2021 Field Service Management Grid Report](https://www.g2.com/gated_content/tokens/17909f4f-02c3-4659-9bec-ad21ff6359b6) adds additional detail, including a comparative ranking of all Field Service Management vendors. Additionally, G2 provides a full collection of the [179 Skedulo reviews from verified users](https://www.g2.com/products/skedulo/reviews). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/skedulo-ranked-as-g2-field-service-management-leader-for-14th-consecutive-quarter/" type: "blogPost" title: "Skedulo Ranked as G2 Field Service Management Leader for 14th Consecutive Quarter" author: "Danielle Barbour" date: "2021-10-01" description: "In G2's Fall 2021 Field Service Management Grid Report, Skedulo is recognized for the fast implementation and return on investment customers see." lastmod: "2021-10-21" --- # Skedulo Ranked as G2 Field Service Management Leader for 14th Consecutive Quarter Published October 1, 2021 · Updated October 21, 2021 · By Danielle Barbour · 1 min read G2 has published the Fall 2021 Field Service Management Grid Report and Skedulo was recognized with achievements including: - [Leader in Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-fall-2021?secure%5Bgated_consumer%5D=d00e6a96-d7f7-40fc-bb91-b3cc4ca59fc5&secure%5Btoken%5D=5ba7dc4eeff9718740bc66719cdc81be5019bfe8b8b77bdac566efe96f1d6ae4&tab=grid) for 14th consecutive quarter - Leader in [Mid-Market ](https://www.g2.com/reports/mid-market-grid-report-for-field-service-management-fall-2021?secure%5Bgated_consumer%5D=f2c05a3b-29d0-4523-addb-2e72a633578f&secure%5Btoken%5D=c9bcf9cf70573b174525f71ae91ed8e5fa49ddc6e2e079ef0daf8e0da2a2a904&tab=grid)and [Small-Business](https://www.g2.com/reports/e5c44104-9871-4df1-9ba2-43d087745e98/preview) FSM Grids - Momentum Leader in [Field Service Management](https://www.g2.com/reports/a6bb9b36-bc06-42ef-9333-a4cea2aae4e0/preview?tab=profile-skedulo) and [Workforce Management](https://www.g2.com/reports/small-business-grid-report-for-field-service-management-fall-2021?featured=skedulo&secure%5Bgated_consumer%5D=5f422c69-f4b5-4a00-be20-1bf5e2c7df53&secure%5Btoken%5D=41fd0c3c2b78ddb839fc12bc0fcc74775d009664a30e4a3ab9e63de1912af131&utm_campaign=gate-804083) Skedulo continues to be recognized for the accelerated implementation periods and return on investment customers experience. In fact, Skedulo customers realize return on investment 14% faster than the average Field Service Management (FSM) customer. ## We Are Proud to Support Our Wonderful Customers Skedulo is proud of positive feedback in recent reviews, including: “We went from sales reps only being able to see 3 customers a day to up to 7 due to ease of navigation and time calculations. This also reduces the time needed for our appointment setters using the booking grid designed by Skedulo to easily, with 3 clicks, see the availability of all sales reps in the region. We can also subdivide territories by skedulo regions to keep them in distinct areas and reduce unnecessary drive times.” Kristin C, Software Manager “An excellent user interface, easy to navigate. We are making our scheduling and rosters organized by using Skedulo. Go for it! You won't regret your decision. Possibly the best support team comes free with the product.” Nipun C, Executive Coordinator - Scheduling “From sales to implementation and ongoing support, we've had such a wonderful experience with Skedulo. They make the time to connect with us and genuinely pay attention to our issues. I love knowing that we have an advocate for our needs.” Melissa F > “What I like best about Skedulo is the Optimizing—it runs smooth and fast. Definitely consider Skedulo it was the best choice for our company. I was manually having to schedule appointments. It reduces a lot of manual time consuming work.” > > — Janeisy R - Support Team Lead ## Get the G2 Fall 2021 Field Service Management Grid For complete details on the Field Service Management market and Skedulo’s leader ranking, get access to the full [G2 Fall 2021 Field Service Management Grid Report](https://www.g2.com/reports/grid-report-for-field-service-management-fall-2021?featured=skedulo&secure%5Bgated_consumer%5D=d00e6a96-d7f7-40fc-bb91-b3cc4ca59fc5&secure%5Btoken%5D=5ba7dc4eeff9718740bc66719cdc81be5019bfe8b8b77bdac566efe96f1d6ae4&utm_campaign=gate-804087). Additionally, G2 provides a full collection of the [197 Skedulo reviews from verified users](https://www.g2.com/products/skedulo/reviews). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/skedulo-recognized-as-g2-leader-10th-consecutive-quarter/" type: "blogPost" title: "Skedulo Recognized as G2 Leader 10th Consecutive Quarter" author: "Michael Gleason" date: "2020-10-08" description: "We are thrilled to share that Skedulo has been again been recognized as a leader 10 quarters in a row by software review site G2." lastmod: "2020-10-08" --- # Skedulo Recognized as G2 Leader 10th Consecutive Quarter Published October 8, 2020 · By Michael Gleason · 1 min read I am excited to share that for the tenth consecutive quarter, [G2 has recognized Skedulo as a leader](https://www.g2.com/gated_content/tokens/8b2c416b-6e68-4cf3-9653-c63980ae71a5). While 2020 has had no shortage of challenges, I’m proud of the ongoing commitment the Skedulo team demonstrates on a daily basis to earn our customers’ trust and confidence. ### Specifically, Skedulo was … - Named a [leader in Field Service Management](https://www.g2.com/gated_content/tokens/8b2c416b-6e68-4cf3-9653-c63980ae71a5) - Ranked number one in the G2 [Field Service Management Relationship Index](https://www.g2.com/gated_content/tokens/b062c48f-d4ee-498e-a098-cdeaa4a7c3d8) - Recognized as the most likely vendor to be recommended in enterprise Workforce Management, and - Ranked top three in customer satisfaction out of over forty solution providers. We have also assembled a companion piece to the G2 report: [G2 Customer Perspectives, Fall 2020](https://www.skedulo.com/resources/g2-customer-perspectives-report-winter2021/). This asset includes an explanation of G2 and the review framework, an overview of the Skedulo Deskless Productivity Cloud, a selection of reviews and comparative rankings, a snapshot of field service and workforce management insights, and more. The recognition is particularly significant because G2 emphasizes the reviews of verified users. Out of the 151 reviews Skedulo has received, 139 have awarded Skedulo four or five stars out of five. As a member of the Skedulo team, I’m proud to see reviews like the below: _“Skedulo provided a great project team that was flexible, on board and ready to work within our processes and policies. It made it easy to deliver this project. Although we were struck with the Covid-19 pandemic which interrupted our field sales, Skedulo worked with us for a delayed go live and still provided excellent support._ _The product is one of the most user friendly scheduling tools I have used and provides great insight to your agents schedules and whereabouts.”_ For complete details on the Field Service Management market and Skedulo’s leader ranking, [get access to the full G2 Field Service Management report](https://www.g2.com/gated_content/tokens/8b2c416b-6e68-4cf3-9653-c63980ae71a5). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulo-reports-and-dashboards/" type: "blogPost" title: "Pre-built Reports and Dashboards" author: "Marie Francis" date: "2018-07-25" description: "Skedulo’s valuable toolset for our customers on Salesforce increases workforce visibility, improves resource planning, and better analyzes their business data." lastmod: "2020-05-12" --- # Pre-built Reports and Dashboards Published July 25, 2018 · Updated May 12, 2020 · By Marie Francis · 3 min read Skedulo’s Deskless Productivity Cloud platform offers a valuable toolset for our customers on Salesforce to increase [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/), improve resource planning, and better analyze your business data. Our mobile workforce management software takes deskless workforce scheduling one step further and sends enhanced alerts to identify potential scheduling problems. ## Your Deskless Workforce Data: Pre-built Reports and Dashboards Skedulo Reports and Dashboards—available for free on the [Salesforce AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FAa44UAD) to Skedulo customers—gives administrators and managers pre-built reports and dashboards that make [data management and analysis](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) of your deskless workforce and business easier than ever. Tracking data by jobs, accounts, resources, and regions, makes it dramatically simpler for managers to understand the direction your business is moving and where to invest resources for the best possible returns. Included in the package are the following reports and dashboards: - Active Resources in Regions by Category - Average Travel Time by Region - Current Quarter Resource Job Leaderboard - Current Year Average Travel Time by Resource - Current Year Job Growth by Month - Current Year Job Hours by Account - Current Year Job Hours by Region - Current Year Resources by Created Date and Region - Current Year Travel Time by Month - Jobs by Account Industry - Job by Type and Resource ## Alerts for Mobile Workforce Management Scheduling One of our priorities at Skedulo when we architect and design our mobile workforce management solution is to retain flexibility for our customers. Naturally, this presents a challenge, especially when navigating questions of automation and logic versus manual control. How much control should remain in the hands of schedulers themselves to override system logic when real world needs present an unanticipated scenario? Working closely with our customers on questions like this, we’ve found that the best outcomes occur when our technology [helps deskless workforce](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) schedulers make informed decisions quickly and alerts them to potential problems they would not otherwise see. That’s why something as seemingly simple as clear and timely alerts are actually heavy hitting features that add exceptional value and usability for our customers. Our latest release has expanded scheduler alerts to include notification of overlap in recurring jobs. **Ready to make your entire team more effective?** ## Control Data and Ensure Correct Access for Deskless Workers Permission sets are a vital tool for administrators to control how users access information and ensure that Skedulo works optimally for everyone. There are six standard permission sets that Skedulo strongly recommends admins use, ranging from a general read-only permission to comprehensive access and capability recommended for schedulers. Assigning all users a standard permission set in addition to any custom permission settings is important to ensuring Skedulo works consistently and optimally for all users. Users with only custom permission sets may have issues accessing new Skedulo objects to be released in future updates. To help prevent such a scenario, Skedulo can now run a test on a customer’s instance to report via email which users have not been assigned one of the recommended permission sets. ## Tracking Cancellations Cancellations can be costly when they occur too close to an appointment. Frequent cancellations can also be an indicator of an underlying challenge, such as finicky customer, inconsistent resource, or a marketplace issue. Those are all possible reasons for cancellations, but without tracking why they occur, you are left with just your best guess as to what the underlying issue is. Skedulo now makes cancellation tracking more consistent. Schedulers are prompted to enter a cancellation reason for both single and recurring jobs, regardless of which view the scheduler is in. Resources are still required to enter a reason if they cancel a job from the Skedulo app. Stay tuned to the Skedulo blog for more product developments! You can always see all the details of our latest releases in the [Skedulo Support portal](https://support.skedulo.com/), or even see it in action for yourself and [book a demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… --- --- url: "https://www.skedulo.com/blog/skedulo-scheduling-shifts-made-simple/" type: "blogPost" title: "Skedulo Introduces: Scheduling By Shifts" author: "Marie Francis" date: "2018-06-25" description: "Skedulo now includes scheduling by shifts as an out-of-the-box capability. Explore this new feature and more in our latest product blog post." lastmod: "2020-05-20" --- # Skedulo Introduces: Scheduling By Shifts Published June 25, 2018 · Updated May 20, 2020 · By Marie Francis · 3 min read We are pleased to announce that Skedulo now includes scheduling by shifts as an out of the box capability! Many organizations schedule their mobile teams first by shifts, then add individuals and jobs to fill those blocks of time and ensure service coverage. Skedulo has already created shift and roster capability for many customers--most frequently for our healthcare customers operating within the [NDIS](https://www.skedulo.com/industries/ndis/) market in Australia--and with our latest release, shifts are now available to all our customers. For customers who wish to enable the new shift console in Skedulo, please contact your Customer Success Manager. In addition to the shift console, our recent product release includes additional tracking of detailed information for better insight into what your mobile teams are doing on the job and greater flexibility in our mobile app. ## Scheduling with Shifts Our product development philosophy is to build capability that allows you to schedule your team your way, respecting the needs and nuances of your business. Scheduling resources by blocks of time in addition to matching individual jobs to the best qualified resources is a frequent need of many businesses. Working with our customers across the globe, we found that these concepts were often overlapping in actual business practice. Our shift console was built to be flexible and allow for jobs and shifts to work together. When shifts are enabled in your Skedulo instance, you will see a new icon in the navigation bar that will access the shift console. Within in the console, schedulers or care coordinators can create and manage shifts and easily toggle between views of individual mobile workers or entire regions. Our clean and simple user interface makes it easy to create, edit, and publish shifts, while the Mastermind™ optimization engine can help find the best fit for a shift based on your business priorities. Look for rapid expansion of our shift scheduling capabilities and give us feedback on this and any part of our product here. ## Detailed Tracking of Jobs for Deeper Analysis For Skedulo customers using Salesforce, you can now capture additional, granular detail about when jobs are accepted, started, completed, and related travel time. Tracking field history is valuable for productivity analysis as well as understanding how your teams are using the Skedulo mobile app. The following objects now have field tracking or history tracking enabled in Salesforce: Job Status, Job Allocation, Time Responded, Time Start Travel, Time Checked In, Time in Progress, and Time Completed. Together, these fields create a precise picture of how mobile workers are interacting with information about new jobs, whether they are using optimal routing information, and how long jobs actually take. It can also help you understand how your teams are tracking their work and whether they are providing the data managers need to make optimal decisions. ## Expanded Configurations in the Mobile App Exposing the correct customer and job data to your mobile workers in the Skedulo app enables that consistently high quality customer experience you are using to your competitive advantage. To date, our customers on Salesforce have been able to expose only one link to a Salesforce Visualforce page in the menu of their Skedulo mobile app. Now, the cap is off. Skedulo administrators can go to “Mobile Configuration,” then “Salesforce Mapping” to add more Visualforce menu links to the menu in the Skedulo mobile app main menu. This action makes it easier to give mobile resources additional information on the app and expands the communication and collaboration capabilities of Skedulo. Additionally, sync errors will now appear in a friendlier format and give the option to send error details in an email to Skedulo Support. Easier, more detailed error reporting means fewer errors in the future. ## Detailed Release Notes Stay tuned to the Skedulo Blog for monthly updates on the latest and greatest feature releases on our platform. And you can always read detailed product release notes in the [Support Center](https://support.skedulo.com/hc/en-us/categories/115000197432-Release-Notes). ## Related posts - [Skedulo Is Now a Workday Design-Approved Scheduling App](https://www.skedulo.com/blog/skedulo-design-approved-workday/) — July 9, 2026. Skedulo's frontline scheduling integration is now Design Approved by Workday. Connect Workday HCM to field and shift execution — live on Workday Marketplace. - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… --- --- url: "https://www.skedulo.com/blog/skedulo-secures-75m-in-funding/" type: "blogPost" title: "Skedulo secures $75M in funding as we surpass 35 million scheduled appointments" author: "Matt Fairhurst" date: "2021-07-07" description: "As a result of our Series C funding round, Skedulo has secured a remarkable $75M investment to further support our rapidly growing business." lastmod: "2021-07-07" --- # Skedulo secures $75M in funding as we surpass 35 million scheduled appointments Published July 7, 2021 · By Matt Fairhurst · 2 min read ![Skedulo Series C Announcement Banner](https://assets.skedulo.com/assets/2021/07/Blog-header-copy@2x.png) Our mission at Skedulo has always been to support the 80% of workers who do not work at a desk every day—and the companies that employ them. Today I’m thrilled to announce that we have secured a $75M investment to help accelerate our momentum as the leader in deskless productivity software worldwide. This Series C funding round was led by Softbank Vision Fund 2, and brings our total funding raised to $115M. The funds will be used to support Skedulo’s continued international growth, welcome more talented staff, and assist in our efforts to help developed and developing nations with scheduling use cases in the public sector including covid testing and vaccine administration. Most importantly, it will allow us to double down on our work to champion the hugely underserved deskless workforce. Today, we’re also excited to surpass 35 million scheduled appointments via the Skedulo platform. This cements our progress in enabling more deskless workers around the world to focus on the important work they do; from mobile phlebotomists and solar technicians, to commercial cleaning professionals and vaccination administrators. I’d like to take this opportunity to thank our incredible team, who I know worked long hours to rapidly deliver critical solutions—particularly in the wake of the pandemic. Thank you also to the hundreds of customers who have become part of the Skedulo family in recent years. This investment will empower us to explore innovative new ways to serve you. Our work has also been supported by great partnerships with leading technology vendors such as Salesforce. We also welcome new partners such as Deloitte and Accenture who have also supported us in playing a critical role in the fight against COVID-19—first with our testing solution and now with[ vaccination scheduling](https://www.skedulo.com/industries/healthcare-human-services/). I look forward to stepping into this next phase of our journey as we continue to push the limits of innovation and dedicate our every day to doing more for deskless workers across the globe. Skedulo serves deskless workers who are not in a traditional office setting, representing 80% of the workforce and 2.7B people worldwide. With less than 5% of software investments focused on this segment, the market is largely underserved despite 76% of companies expecting a double-digit increase in deskless workers in the next year. [Skedulo's Deskless Productivity Cloud](https://www.skedulo.com/platform/) allows companies to manage, engage and analyze deskless workers across a wide variety of industries, including healthcare, utilities, solar, non-profits, public sector, construction and more. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/skedulo-zendesk-partner-for-better-customer-experience/" type: "blogPost" title: "Provide the Complete Customer Experience from Agent to Field with Zendesk and Skedulo" author: "Chelsea Basilotta" date: "2020-09-10" description: "Skedulo and Zendesk have partnered to help businesses deliver timely, friendly, and consistent customer service that builds loyal brand advocates." lastmod: "2020-09-10" --- # Provide the Complete Customer Experience from Agent to Field with Zendesk and Skedulo Published September 10, 2020 · By Chelsea Basilotta · 3 min read In a world of instant information sharing, people’s perception of your business counts now more than ever. Armed with little more than their mobile phones, customers eagerly take to social media and review sites to share their personal experiences with millions of potential customers – and those experiences they’ve had matter. Studies have shown as many as [97% of customers](https://websitebuilder.org/online-review-statistics/) are influenced by online reviews when deciding which company to select for their services, and the quality of those reviews can increase conversions by a whopping 270%. With this in mind, Skedulo and Zendesk have united in partnership, understanding that the value in delivering a remarkable customer experience cannot be underestimated. Timely, friendly, and consistent delivery of great customer service is key to staying competitive and building loyal brand advocates. ## Data tells a story about customer expectations In their [Customer Experience Trends Report 2020](https://www.zendesk.com/blog/zendesk-customer-experience-trends-report-2020/), cloud-based customer service app Zendesk, uncovered some fascinating insights on consumer behaviour and expectations. According to the data: - 74% of customers feel loyal to a brand or company - 52% will go out of their way to buy from their favorite brand or company But loyalty doesn’t happen overnight. Rather, it’s cultivated over time by delivering a consistently great customer experience — from product development and marketing teams right through to frontline workers. **Learn more about how Skedulo integrates with Zendesk** When asked what was considered “good” customer service, the top 3 responses from Zendesk’s study participants were: 1. I can resolve my issue quickly 1. Support is available in real time 1. Support is available through my preferred contact method On the same token, a “bad” customer experience involved long wait times, difficulty connecting with a human over automated systems, and having to repeat information multiple times. For those customers who endured a bad experience, approximately 50% said they would immediately consider switching to another company, and 80% said they would switch after just a couple of bad experiences! Often, a negative customer experience doesn’t happen because a frontline worker is inadequate. It happens because the worker is using _inadequate systems. _In a recent Skedulo study, we considered the impact inadequate software has on the deskless workforce - a population that outnumbers desk-based workers 4 to 1. CIOs estimate their deskless workforce will grow by 62% within the next 2 years, however 76% of CIOs agreed software vendors have overlooked their needs when it comes to facilitating or empowering their deskless workforce. Sadly, a huge 86% of IT leaders say their deskless workers’ productivity is hindered because they need to navigate between multiple software tools to do their work. ## Systems integration is key to customer experience The Zendesk report shows customers want fast, efficient support — and they expect businesses to implement the necessary systems to deliver it. In fact, 70% of surveyed consumers said they expect companies to collaborate internally so they don’t have to repeat themselves. Depending on the nature of your business, the ability to deliver this level of service may require leveraging multiple platforms that drive efficiencies across different areas of your business. But the key to success is the integration of those systems: they must complement each other and work together to ultimately produce a customer experience worthy of 5 stars. It was this knowledge that led to a partnership between [Skedulo and Zendesk](https://www.skedulo.com/integrations/zendesk/). Just as we knew our clients were using Zendesk to manage customer interactions, Zendesk clients were using Skedulo to manage their field resources. And as we found in our study, 67% of companies were having to supplement their main platforms so they could support their deskless workforce — a gap we knew we needed to close. By integrating our systems, we are able to offer an advanced capability for our clients which in turn empowers them to offer a highly improved customer experience. At its core, the integration: - Provides a single source of truth for all customer engagements - Is an end-to-end solution for ensuring quality customer support - Empowers every staff member to deliver exceptional customer service It places the key to staying competitive and building loyal brand advocates — timely, friendly, and consistent delivery of great customer service — in your hands. The Skedulo and Zendesk partnership exists to provide the complete customer experience through a joint solution that can be leveraged from the first moment of service until the completion of a customer support appointment. **Learn more about [how Skedulo and Zendesk work together](https://www.skedulo.com/integrations/zendesk/), or contact us to [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… --- --- url: "https://www.skedulo.com/blog/skedulos-28m-series-b-funding/" type: "blogPost" title: "Skedulo Raises $28 Million in Series B Funding Round Led by M12" author: "Matt Fairhurst" date: "2019-03-20" description: "Skedulo raised a $28M Series B to meet rising demand for solutions that intelligently optimize and engage the deskless workforce." lastmod: "2020-12-16" --- # Skedulo Raises $28 Million in Series B Funding Round Led by M12 Published March 20, 2019 · Updated December 16, 2020 · By Matt Fairhurst · 2 min read ## The World Needs the Platform for Mobile Workforce Management. ### Our clear and critical mission Today I’m excited to announce the closing of our $28 million Series B Funding led by [M12](https://m12.vc/), with participation from returning investors [Blackbird](https://blackbird.vc/) and [Costanoa Ventures](https://www.costanoavc.com/). As part of the financing, I’m excited to welcome, [Priya Saiprasad](https://m12.vc/team/priya-saiprasad/), Principal of M12, to Skedulo’s Board of Directors. Since day one, Skedulo has been focused on helping companies overcome the significant challenges of managing their deskless workforce. This is an increasingly complex problem that impacts billions of mobile workers across millions of enterprises worldwide. It’s a problem that I, and the team at Skedulo, continue to be committed to addressing at scale. I’m continually fascinated by the many unique and interesting ways that our product is used, the variety of businesses and use-cases that we help facilitate, and by how quickly technology can influence positive change to process and people's lives. We found a strong sense of aligned purpose with Priya and the team at M12 - and their desire to invest in companies that helped reduce cycles in a person’s working day. Fundamentally Skedulo is a productivity company. We help companies, the back-office and mobile workforce, reduce the number of cycles it takes to get work done and give them time back to focus on the work that matters most. We’re investing in the growth of our teams in Brisbane and Sydney in Australia, San Francisco in the USA, Ho Chi Minh City in Vietnam and London in the UK. We’re a global team with an audacious global mission. If you want to join our wonderful team of talented people, [we’d love to hear from you](https://www.skedulo.com/careers/)! We’re excited to continue to lead the way in building the best Mobile Workforce Management platform for the modern, deskless workforce. We’re focused particularly on our Mastermind intelligence capabilities - helping organizations purposely automate and optimize work and the workforce, as well as analytics and measurement features. We continue to recognize that we’re often not the only technology that businesses are using day to day - and that integration is an important part of our value, so we’re enabling more integrations with enterprise systems of record, such as human resource management, financial management, electronic health records, and payroll systems. This will serve to increase workflow capabilities while delivering greater flexibility around customization and configuration. As I reflect back on the last 5 years, I’m grateful most of all for people. To our past and current employees and team members - thank you for your hard work, passion and enthusiasm. To our customers - thank you. Thank you for your insight, your patience and your partnership. We strive to wake up every day thinking about how we can make your lives better. To our future employees and team members - welcome in advance! We can’t wait for you to join the team and see how you’ll contribute to our shared mission. Matt ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/skedulos-newest-product-release-is-here/" type: "blogPost" title: "Skedulo's Newest Product Release is Here!" author: "Paul Ciappara" date: "2024-11-14" description: "Here’s a roundup of the latest innovations, hot off the press from the Skedulo Product team." lastmod: "2024-11-21" --- # Skedulo's Newest Product Release is Here! Published November 14, 2024 · Updated November 21, 2024 · By Paul Ciappara · 3 min read Here’s a roundup of the latest innovations, hot off the press from the Skedulo Product team. We’ve been inspired by the customer reaction to the [launch of new features we introduced in April](https://www.skedulo.com/platform/) and July. The response has been tremendous and we’ve seen firsthand how our customers are using the new features to drive increased productivity and efficiency in their businesses. With this launch we’re taking it a step further. We’re introducing new ways our customers can build on and extend the capabilities of Skedulo and the Skedulo Plus Mobile App. With these updates, you’ll find it easier to configure and customize solutions, so that you can unlock more value and tailor experiences for your specific needs. ## All New Developer Experience #### Introducing the Skedulo Command Line Interface (CLI) [Watch the video](https://www.youtube.com/watch?v=iCSY_sPIS4s) We’re introducing the Skedulo CLI (Command Line Interface), a simple tool that helps developers build, test and deploy custom solutions faster than ever before. This means fewer errors, easier code maintenance, and more consistency in using Skedulo best practices–all while speeding up the development process and improving time to value. #### Custom Actions We’re introducing a framework for creating custom actions that can be used anywhere in the web app. Whether your team needs to make single or bulk changes to records, create new job or task workflows, or integrate business processes with other systems–this framework makes it possible, allowing for seamless workflow improvements. #### Optimization Extension Framework [Watch the video](https://www.youtube.com/watch?v=ugAUv_y6jig) This new framework gives developers the power to customize how our scheduling engine allocates resources. Developers can now write custom logic to meet specific business needs and deploy these as optimization “recipes” that your scheduling teams can use directly in the web app. For example, let’s say you need to ensure you have the same team of resources working together across multiple different jobs. The optimization framework allows you to build a new “recipe” that factors in things like job dependencies and the need for continuity when optimizing your schedule. ## Enhanced Configurability of the Skedulo Plus Mobile App #### Customizable Job Details [Watch the video](https://www.youtube.com/watch?v=D_4giSXUw4s) We’re making it easier to customize the layout of job details within the Skedulo Plus Mobile App. With new, code-free configuration options, you can easily adjust the job details layout to suit the specific needs of your field teams. This flexibility allows you to show only the most relevant information, increasing clarity and efficiency for your team. For instance, if certain jobs don’t require notes or signatures, you can simply remove these sections—keeping the focus on what matters for each job or service. ## Skedulo Plus Extensions #### New Mobile Forms [Watch the video](https://www.youtube.com/watch?v=D_4giSXUw4s) We’re rolling out several new mobile extensions, including a follow-up job creation form, self-scheduling options, and a create-job form. In addition, we’ve added new features to our Mobile Extension Framework, giving developers even more flexibility to create custom mobile workflows quickly and efficiently. These updates include new UI components, customizable save buttons and toast messages, and dynamic layouts—all supported by the Skedulo CLI. ## Enhancements to the Scheduling Experience [Watch the video](https://www.youtube.com/watch?v=aran6XqJF3U) We’ve recently released a number of new enhancements to the scheduling experience based on customer feedback. These updates bring greater control, efficiency and ease to your scheduling processes. #### Managing Work in Bulk - Multi-Select Mode: With the new multi-select mode in the Pulse Scheduling Experience Swimlane, schedulers can now select multiple jobs at once, enabling bulk actions that save time and reduce repetitive tasks. - Flexible “Move” Action: A new “Move” action let’s schedulers quickly reschedule one or multiple jobs, with options to adjust by minutes, hours, days, or even weeks–keeping schedules adaptable and responsive. - Create Multiple Job Duplicates Instantly: The updated duplicate job feature now supports creating multiple job duplicates at once, making it faster to set up recurring tasks. #### Expanded Configuration and Control - Configurable Scheduled Job Calculations: Schedulers can now define the criteria used to calculate resource scheduled hours within the swimlane, offering tailored insights to suit specific operational needs. #### Enhanced Swimlane Worklist - Adjustable Worklist Height: The Pulse Scheduling Swimlane’s Worklist is now resizable, allowing schedulers to expand or reduce its height to view more or less information as needed, boosting convenience and visibility. - Adding Job Time Constraints: With simple configuration, you’re now able to view job time constraints in the worklist column, making it easier to manage and adjust schedules. We know that managing a mobile workforce is more challenging than ever, and we’re committed to gathering customer feedback and using it as the driving force for future innovation. As always, feel free to reach out to us via the contact us form on the website, or connect with your Customer Success Manager. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/smart-scheduling-for-the-oil-and-gas-industry/" type: "blogPost" title: "Improving Efficiency and Cost Savings in the Oil and Gas Industry with Smart Scheduling" author: "Rolf Snyder" date: "2022-05-23" description: "Learn how a smart cloud-based scheduling solution can improve mobile workforce management in the oil and gas industry." lastmod: "2022-05-24" --- # Improving Efficiency and Cost Savings in the Oil and Gas Industry with Smart Scheduling Published May 23, 2022 · Updated May 24, 2022 · By Rolf Snyder · 5 min read In the United States alone, the oil and gas industry employs more than a million people, with hundreds of millions of dollars worth of equipment. A significant majority of those workers are mobile and field workers, and there is a lot riding on getting the right workers and the right equipment to the right place at the right time. Manually tracking and assigning that many mobile workers and that much equipment is extremely time-consuming, inefficient, and cost-heavy. Poorly planned schedules that have field workers driving back and forth to different assignments leads to increased emissions and environmental costs, and missed maintenance tasks can cause enormous safety risks and service downtime. That’s why many oil and gas companies are turning to smart cloud-based scheduling platforms to automate and optimize worker and equipment tracking and assignments, resulting in cost savings, improved productivity, and powerful enterprise-wide scheduling visibility. Thanks to these improvements, customers in the oil and gas industry report an **average ROI of 9x** after adopting an effective smart scheduling platform. ### Asset Utilization In the field, there are a wide array of expensive, mission-critical pieces of machinery to manage. From trucks to flare stacks, they’re expensive to purchase, expensive to maintain, and expensive to operate. When they’re on the job, they’re extremely profitable. But for every minute they spend sitting idle, collecting dust, they’re just wasting money. An intelligent [asset management](https://www.oilandgaseng.com/articles/asset-management-is-increasingly-important-for-oil-and-gas-companies/) platform makes it easy to reduce that idle time and **increase asset utilization up to 20%** by providing visibility into where your assets are, where they’re needed, and who is available to move and operate them in order to help you get the most possible bang for buck out of every piece of equipment. A robust asset management platform also makes it simple to track use and maintenance schedules all in one place to make sure that your machinery is kept in good working order from one system of record. That means less time spent sitting idle in a field, less time in the repair shop, and more time in profitable operation. ### Trip Optimization Just like all that expensive equipment, when field workers are at job sites performing critical work, they’re creating value. “Windshield time,” however — time spent sitting behind the wheel getting to where they’re needed — is not. Inefficient scheduling increases windshield time along with emissions, safety risks and costs. A smart cloud-based scheduling platform can dramatically reduce windshield time by making it easy to optimize how you schedule and dispatch field workers to [job sites](https://www.skedulo.com/blog/multi-location-vs-fixed-location-scheduling-differences-challenges-and-solutions/). A field worker that’s already in west Texas on one job is a better candidate for a nearby job site than a technician currently located near Houston. A good workforce management solution automatically ranks, prioritizes, and suggests workers who are already nearby. A great solution notifies schedulers that a well at that job site is scheduled for maintenance next week, so that task can be completed while the technician is already there, further slashing windshield time. The right platform can also recommend the best order of job completion to maximize route efficiency, improve response times, and prevent workers from driving back and forth to complete their assignments (improving safety). This kind of route optimization reduces costs, both in employee hours and in transportation expenses like fuel and maintenance. ### Skills Matching There are a multitude of different kinds of workers within the oil and gas industry, all of whom have varied skills and certifications. Keeping track of all that can make manual scheduling a nightmare. The industry is also facing a rising [skills shortage](https://energyoutlookguide.com/wp-content/uploads/2019/07/oil_and_gas_outlook_guide_2019.pdf), making it even more critical to effectively assign the skilled workers your company already has. With attribute tagging, a smart scheduling platform makes it simple to filter for workers with the needed skills and certifications, or automatically assign qualified workers to jobs. A robust [workforce management solution](https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/) with skills matching functionality combined with geographic route optimization can** reduce scheduling time by nearly 50%**, making it quick and easy to get the right workers to the right jobs. ### Rapid Response When things go wrong in the field, immediate response is critical. If a pipeline bursts, no one has time to scroll through a long list of hundreds of possible responders to check that they have the right skills to address the situation. In rapid response situations, an intelligent scheduling platform can save time by [automatically identifying](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) the right worker and assigning them to emergency jobs based on skills and attribute tagging. This significantly improves response time and reduces service downtime, **improving customer satisfaction by up to 68%**. A smart asset management platform isn’t only useful after a disaster has already occurred. The right solution can also automate and improve scheduling for maintenance of critical systems and equipment to help prevent emergency events from happening in the first place, so nothing ever slips through the cracks or gets overlooked. ### Closeout + Documentation Once a job assignment is completed, a cloud-based workforce management platform with a robust [mobile app](https://www.skedulo.com/product/mobile/) makes it fast and simple for field workers to document their work right on their phone and save it to one easily searchable, auditable source of record. With a convenient mobile application, there’s no need for [mobile workers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) to remember to log their reports hours or days later when they’re back in front of a computer. In the home office, this results in less time wasted on manual back-and-forth to check that assigned tasks are completed. A good workforce management system also turns this documentation into a reliable and easy-to-search paper trail, improving reporting efficiency and reducing compliance costs and risks. The right cloud-based workforce management system can provide streamlined and simplified scheduling, route optimization, improved asset management, and more to improve operations for oil and gas companies with large mobile workforces. The best part? You’ve already found the right solution. Skedulo is a recognized leader in the field service industry, helping their customers achieve an **average ROI of 9x**. Skedulo also makes it easy to integrate their scheduling solution with your existing enterprise resource planning software, making it quick and simple to implement. Skedulo even has an official partnership with SAP. To learn more about how Skedulo’s workforce management system can save your enterprise time and money, [request a demo.](https://www.skedulo.com/book-a-demo/) ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [Field Sales Software Buyer’s Guide](https://www.skedulo.com/blog/field-sales-software-buyers-guide/) — November 27, 2023. Choosing the right software for your field sales team is a major decision. It needs to be a platform that sales reps will actually use—and it needs to work well for managers, schedulers, and IT teams, too. Read on to learn more about the buying process for field sales software. Table of contents:… --- --- url: "https://www.skedulo.com/blog/social-care-in-the-uk/" type: "blogPost" title: "Social Care in the UK: It's Everyone's Job" author: "Jason Stokes" date: "2018-07-25" description: "Most of us will spend significant time caring for another person. Is UK social care able to support us? Learn how technology can help social care." lastmod: "2020-05-20" --- # Social Care in the UK: It's Everyone's Job Published July 25, 2018 · Updated May 20, 2020 · By Jason Stokes · 5 min read Not everyone considers themselves a natural caregiver. Many people don’t want to think too hard about the idea of looking after an ailing loved one or a rambunctious kid. But the reality is that at some point in your adult life, you will spend a significant amount of time taking care of another person, whether it is your “real job” or not. So even if it isn’t part of your paid career, you are part of the community of social care. This is especially true once you hit 50. In the last UK census in 2011, the [ONS](https://visual.ons.gov.uk/unpaid-carers-provide-social-care-worth-57-billion/) highlighted an interesting trend in social care that I’m sure everyone is looking forward to: when women reach 50, they are likely to spend 5.9 years of their remaining life as unpaid carers. Men at 50 are likely to spend 4.9 years of their remaining life as an unpaid carer. A key driver behind the trend is the fact that everyone is living longer. Babies born today in the UK have a 1 in 4 chance of living to age 100. The same trend applies to those living with a disability. For example, the average life expectancy for a person with Down’s syndrome is between 50 and 60 (it was 25 in 1983), with a small number of people living into their seventies. Overall, old age in the UK accounts for some 43% of social protection expenditure. ## Social Care Industry in the UK The number of people working in adult social care is estimated at nearly 1.5 million people in the UK. It's arguably the country's biggest employer. The majority (90%) of the adult social care workforce are employed on permanent contracts. Approximately half of the workforce (51%) works on a full-time basis, 37% are part-time, and the remaining 12% have no fixed hours. The attrition rate is high, though. In data from the last UK Census, the turnover rate of directly employed staff working in the adult social care sector was 27.8%. This was approximately 350,000 leavers over 2011. ## The Social Care Funding Crisis As is so often said, the NHS is “the envy of the world but copied by no one.” It celebrates its 70th anniversary this year, and more is expected of the NHS than ever before. The NHS is a world leader in episodic care - helping people that are sick - and this is how NHS funding is mostly applied. But for social care, the NHS is underfunded both directly in the number of pounds allocated for these services, and in the way funding percolates down into local councils and into grants to the charity sector. There are calls for a ‘hypothecated’ (or ring-fenced) tax focused on social care to address the issue. By 2020, the estimated gap in social care funding is estimated at £2bn. Social care is critical to the well-being of millions now, and will be to millions more as our society ages. The sector is a massive employer, and yet the pressure on smaller budgets means that the ability to deliver effective social care is in jeopardy. ## How Technology Can Help the Social Care Challenge The role of technology is seen as key to the future of healthcare. There are a few big trends in play: 1) patient data, especially in mobilising the NHS data set (or rather, monetizing it); 2) patient care focusing on self-care and robots; and, 3) productivity, the age-old _doing more with less_, and more cheaply at that. Given how much the media talks about robots in the future of health, it might seem like we are all going to get our check-ups from a drone soon. The media loves a good robot story, but this is clearly not an option in the present day, not to mention it’s debatable how desirable healthcare by robot is. The personal touch is critical in social care: you can’t have a relationship with a robot, and trust between the caregiver and patient is paramount. The role of the District Nurse, for example, in delivering personalised care is more critical than ever. In the here and now, existing technology can play a pragmatic role with our social care challenge in the UK. The goal should be facilitating personal care but also maximising productivity. Fortunately, in the age of the smartphone, this is eminently achievable. ## Mobile Workforce Management in Healthcare One of the technologies that can dramatically improve the delivery of social care is mobile workforce management like Skedulo, a software and mobile app that manages workers on the move, schedules them, and helps them complete their onsite visits. With a mobile healthcare solution, there are several key features that are especially valuable to social care management while improving the quality of care at the same time. **Dedicated Care Plans.** Care staff need to know in detail what services a patient or client requires. Having those detailed notes and task lists in the palms of the hand—not trapped under a pile of paperwork—makes delivering high quality care easier, reduces the chance of missing a step in the process, and frees up a caregiver’s time to be more focused on the person in front of them. **Always Updated Patient Data**. The ability to send updated patient notes and plans to caregivers on the go with just a few clicks instead of issuing new paperwork saves time, money, and makes it easier for a team of caregivers who share patients. At the moment of service, caregivers are can see historical patient notes in context and update those records on site so they are complete for the next member of the team. **Group events**. Whether this is a trip to a supported accommodation facility, or to the local swimming pool, group events are regularly part of a care plan. Medical scheduling and mobile workforce management solutions should have the ability to manage these outings. **Incident reporting**. Unfortunately, incidents may occur or be first observed in the course delivering care onsite. Incident reporting in a mobile solution helps to inform all relevant members of the care team of a concerning development, directing everyone to the same patient records. The appropriate staff and specialists can then review incidents in real time, including any notes and images the caregiver has uploaded directly from the field. With this real-time sharing in the same system that regularly manages care—as opposed to making calls or sending emails—context of care is retained for that incident and for the future, all while maintaining patient privacy. ## Optimism for the Future of Social Care Despite the challenges facing our social care system in the UK, here at Skedulo we feel optimistic about Britain's ability to solve this crisis. Innovation in technology, and the skill of professional caregivers, will help create the efficiencies needed while delivering better care every step of the way. [Learn more](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) about Skedulo’s medical scheduling and mobile care platform, which helps you automatically match providers to patients based on patient history and location, get data on patient needs and provider performance, and manage a mix of full-time, part-time, or contracted workers. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/solar-sales-field-service/" type: "blogPost" title: "Solar Sales: How Excellent Field Service Drives Higher-Value Deals" author: "Ed Backhouse" date: "2026-04-16" description: "Solar sales margins vary with project scope and market. PV sales reps depend on field service management to control costs and secure profit." lastmod: "2026-04-22" --- # Solar Sales: How Excellent Field Service Drives Higher-Value Deals Published April 16, 2026 · Updated April 22, 2026 · By Ed Backhouse · 7 min read The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. [Countries across Africa, Asia, and the EU are embracing solar energy](https://www.science.org/content/article/breakthrough-2025) as the cost of installing renewable systems declines. The EU saw a [19% increase in solar capacity in 2025](https://www.reuters.com/sustainability/climate-energy/wind-solar-overtake-fossil-fuels-eu-power-supply-2026-01-21/), driving renewables to produce more EU energy than fossil fuels for the first time. The solar surge is happening now around the world. For companies that sell, install, maintain, and upgrade PV systems, the question isn’t whether opportunities exist, but whether their operations can capture and convert them effectively. The difference between solar companies that consistently close high-value deals and those that struggle to convert leads often comes down to a factor that many organizations underestimate: **field service excellence**. Other functions still matter: marketing generates awareness, customer relationship management (CRM) systems store essential data, lead nurturing systems engage prospects throughout the buying process. But field service is where deals are won or lost. It's where sales representatives directly engage with prospects, address their specific needs, and demonstrate the value that transforms interest into investment. Top-performing solar companies have discovered that when field service operations are optimized—when the right representatives are deployed to the right opportunities with the right tools and information—[solar sales performance improves dramatically](https://www.skedulo.com/blog/how-mobile-workforce-management-can-increase-solar-sales/). In this article, we'll examine **how field service excellence increases solar sales**, identify the most **common challenges for solar sales teams**, and explore **how modern tech can help close higher-value deals** consistently. ## **Why field service matters for increasing solar sales** Whether it's a homeowner evaluating residential panels or a facility manager considering a commercial-scale system, most of the prospect’s interaction with your company happens in the field. Sales reps—and later, field service techs—become the face of your organization, the technical experts who address concerns, and the trusted advisors who guide decision-making. This direct engagement builds trust and carries weight in the buying process. And the role of field sales doesn’t stop after the initial deal. Of top-performing field service companies, [more than 80%](https://www.cio.com/article/455563/customer-service-especially-field-service-helps-companies-outperform-competitors-and-drive-growth.html) depend on their mobile workers to upsell products and services. This might be upgrading existing systems, adding battery storage, or expanding installations to additional properties. An effective end-to-end field service strategy—and [the right field service technology](https://www.skedulo.com/resources/field-service-management-software-checklist/)—ensures sales reps are well-informed and prepared for every interaction. When field service operations treat every customer touchpoint as a strategic opportunity, it drives higher win rates, increased deal values, and more predictable revenue. ## **The challenges solar sales reps face** **Keeping up to date on industry developments:** The [technologies, regulations, and market dynamics in the solar industry](https://www.climatecentral.org/climate-matters/solar-and-wind-2025) evolve rapidly. This expands the applications and potential customer base for solar services. Sales reps need a centralized resource hub to stay up to date on market trends, emerging technologies, and competitive developments. Investing in sales rep training pays off for employers and staff alike: reps with access to effective PV sales training have a [10% higher win rate](https://solarexplain.eu/b2b-sales-strategies-in-the-pv-industry-for-2024/), and those with access to industry certification [earn up to $11k more](https://www.nabcep.org/certifications/why-get-certified/) per year. **Understanding customer needs:** A successful solar sales team must understand customer requirements, pain points, and decision-making processes. Since solar is not a 1:1 replacement for existing energy sources, there are [complex implementation considerations](https://www.nerdwallet.com/article/mortgages/solar-panel-cost) that may be daunting to residential prospects at first. [Among commercial solar decision-makers](https://www.solarreviews.com/blog/installing-commercial-solar-panels), reps must overcome the misperception that solar is costly or unstable. **Dated tools and skill sets in the field: **Despite the importance of technology in field service, [the user experience is often lacking](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/). When surveyed, only [12% of utility employees say their company offers the best technology](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent), and most utility employees (60%) say their company needs to update its workplace tech. Given the nature of solar work, field sales reps often work in locations with limited connectivity—from rural residential areas to remote commercial sites—and need mobile-friendly tools that can handle offline work and automatically sync data once connectivity is restored. Providing the right tools built for mobile workers is essential for workforce retention amid [labor and skill shortages in the PV industry.](https://www.reuters.com/business/energy/us-solar-storage-growth-clipped-by-labor-shortages-2024-10-17/) **Request a demo to see how Skedulo can streamline your operations and unlock revenue growth.** — [Request a demo](https://www.skedulo.com/book-a-demo/) ## **Challenges solar sales field operations managers face** **Diversity of sales tactics:** Selling solar often involves a mix of lead-generation and sales strategies. Organizations may prioritize door-to-door outreach, outbound marketing, or partnerships with local businesses, such as grocery stores or home improvement retailers, to set up customer engagement tables. The range of sales tactics creates operational complexity that can undermine sales effectiveness. **Lack of visibility into sales activities: **Larger solar operations often struggle with siloed processes and fragmented scheduling systems. Door-to-door teams might use shared spreadsheets to coordinate their schedules, while managers deploying representatives to retail partnerships rely on email dispatches from their corporate home office. Meanwhile, teams track outbound marketing follow-ups in yet another system. Without a single source of truth, [managers lack visibility into workforce utilization](https://www.skedulo.com/blog/workforce-utilization-in-field-service/), underserved territories, or changing market conditions. **Profit volatility: **Since profit margins in solar sales [fluctuate significantly with project scope, location, and market conditions](https://social-gravity.com/blog/profit-margin-in-solar-sales), the most successful reps depend on highly efficient field operations management to [control soft costs](https://www.energy.gov/eere/solar/solar-soft-costs-basics) and secure maximum profit. **The complexity of matching sales reps to prospects: **There are several areas to consider for optimal sales rep assignment—far too many for schedulers and managers to weigh manually for each sales opportunity. Consider factors like: - **Experience: **Some representatives excel at B2B selling and complex commercial installations, while others perform better with residential customers and straightforward home systems. Matching experience to opportunity type significantly impacts closure rates. - **Territory: **Representatives perform better in territories they know well, where they understand local regulations, common customer concerns, and the competitive landscape. Assigning representatives to unfamiliar areas reduces their effectiveness and increases ramp-up time. - **Location-specific knowledge: **For representatives working with retailers or other businesses, knowing who has worked at specific locations and who has built relationships with staff can improve partnership effectiveness and the customer experience. - **Real-time location:** Unexpected opportunities can arise that require immediate response. Knowing where representatives are located enables managers to quickly identify [who can respond to time-sensitive situations](https://www.invespcro.com/blog/sale-follow-ups/). - **Existing relationships: **When representatives have [existing relationships with prospects](https://www.salesassembly.com/blog/revenue-leadership/relationship-based-selling-how-1-seller-closed-300-deals-in-6-years/), those relationships should be leveraged rather than introducing new representatives who must build rapport from scratch. - **Workforce utilization: **Underutilization of a sales team stunts company growth and leads to employee dissatisfaction and burnout. This requires weighing the distribution of work across the team against the other factors discussed above. - **Customer needs: **Established solar markets might need representatives skilled in system upgrades, battery additions, or maintenance contracts rather than full system installations. Conversely, markets with limited solar adoption require representatives who excel at education-focused selling and can address fundamental concerns about solar technology. Schedules must [balance operational efficiency with customer-focused deployment](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/), ensuring that representatives with the necessary skills are serving the right markets. ## **How field service management drives solar sales** [Field service management (FSM) software](https://www.skedulo.com/blog/field-service-management-technology/) automates key tasks, keeps workflows transparent, and drives employee productivity that consistently delights customers. Field service software helps PV companies meet immediate business needs, such as smart scheduling and reduced administrative workloads, while also scaling up for long-term growth. With frontline-friendly software, managers can empower disparate teams of sales reps to respond to a wide range of B2B and B2C prospects. With easy-to-use tools in their hands, sales teams can increase market penetration, interact with more prospects per day, and improve close rates. Look for these features to empower your sales team: | Detailed employee records | FSM integrates with existing HR platforms to incorporate details such as experience, training, qualifications, attendance, and availability for optimal job matching. Customizations can be built into schedule design, and schedulers and dispatchers can make real-time changes from a single, shared view. | | --- | --- | | Smart scheduling and dispatching | FSM software quickly generates accurate schedules based on scheduled appointments, staff hours, travel time between sites, and other factors. When last-minute changes or time-sensitive sales opportunities arise, the system can recommend the best-fit sales rep(s) based on the company’s scheduling engine priorities for schedulers or sales managers to review. Self-service scheduling empowers prospects to self-schedule an appointment or a callback from an account rep with minimal administrative effort. | | Customized job matching | The right platform can consistently match sales reps to high-quality leads they can readily close. By incorporating employee data alongside prospect profiles, leaders can assign reps to leads they’re most likely to close. Solar companies can set their own parameters and priorities for the scheduling engine; assign sales reps based on a customized mix of proximity, NABCEP qualifications, sales territory, seniority, existing relationships with prospects, and/or other factors to optimize field sales scheduling. | | Powerful automation and AI features | Field service software automates customer-friendly communications, such as appointment reminders and status updates, via the communication platform of their choice. This frees up sales reps and administrative staff for more revenue-driving sales work. AI-powered platforms learn from trends over time and fine-tune schedules based on new information, like increased travel time on a well-traveled route for sales reps. | | Travel route optimization | The right software provides the ideal route between sales appointments so sales reps spend less unnecessary time on the road and more time on sales activities. The route optimization system factors in travel time and updates in real-time when schedules change. | | Robust integrations | FSM integrates or is interoperable with many platforms in your existing tech stack, and can synthesize data from CRM, ERP, and HRIS for centralized, real-time analysis of key performance indicators (KPIs). By seamlessly incorporating into existing Salesforce environments, it helps sales managers reference territory assignments and customer profiles to optimize the sales pipeline. | | Custom field sales dashboards | Visibility into relevant KPIs, including workforce utilization, CSAT data, and closed/won percentages, empowers managers to coach and lead sales teams more effectively. A modern field service platform will offer customizable dashboards to track team performance, identify operational issues, and address them quickly. | | Centralized knowledge base | FSM apps provide secure mobile access to all the resources sales reps need: sell sheets, continuous training modules, real-time tech support, and more. Built-in communication features help reps stay connected to colleagues or supervisors as needed in the field, without waiting for emails or calls. | | Mobile-first, offline access | Platforms built for frontline workers need to work offline, regardless of cell signal or WiFi connectivity, so sales reps can take notes and collect customer signatures from anywhere. Field service tools also help supervisors monitor workers’ safety in the field through in-app GPS monitoring, scheduled check-ins, safety checklists, and risk assessments. | ## **Four revenue opportunities in the solar market** It’s an exciting time for the PV market. The industry continues to grow and enter new areas, thanks in part to some recent trends and tech developments: - **New applications: **Recent advancements in PV technology (including new cell types, panel designs, film thinness, inverter types and performance, and increased efficiency) have [significantly expanded](https://www.greenlancer.com/post/solar-energy-technology) solar’s relevance to more applications than ever before. - **Consumer cost:** The cost of going solar has [steadily decreased for the past 15 years](https://www.energy.gov/eere/solar/homeowners-guide-going-solar). Especially in regions with financial incentives like tax exemptions, credits, and rebates, solar is [more affordable for businesses](https://www.nrel.gov/state-local-tribal/basics-portfolio-standards.html) and homeowners than it was previously. - **Partnerships: **Solar panel installation is [rapidly converging with related industries](https://www.altenergymag.com/article/2019/06/the-convergence-of-the-roofing-and-solar-industries/31129) like roofing, creating new opportunities to sell solar as an add-on to home improvements or new construction projects. - **Field installation: **[Panel installation remains the primary profit driver](https://www.poweredbydaylight.com/blog/how-do-solar-contractors-make-money/) for solar sales, giving PV providers with top-performing field operations teams an advantage in win rates and cash flow. To keep pace with the dynamic growth of the solar industry and the increasingly complex needs of its marketplace, operations managers cannot afford to rely on paper processes that lack transparency and slow down their sales teams. With field service management software, PV companies can unlock efficiencies that keep them optimally competitive, no matter what the future holds. ## **Schedule FSM solutions that top-performing solar sales teams trust** Skedulo is a platform built for frontline work. Skedulo combines field service management, smart scheduling, powerful integrations, and a user-friendly app for sales success. For solar companies [like Sunrun](https://www.skedulo.com/blog/faces-of-the-frontline-scott-and-charles-from-sunrun-share-their-skedulo-story/), Skedulo unlocks efficiency and growth opportunities through smart scheduling: > Before Skedulo I spent 5–6 hours a week scheduling; now it’s been cut in half, giving me significant time back. It also helps us meet staffing commitments with retail partners and ensure the right hours are placed in-store to drive sales activity. > > — SUNRUN Skedulo’s mobile-first design reduces downtime and confusion in the field, ensuring representatives have access to everything they need. With customer history, technical specifications, and multi-channel support, solar sales teams are more effective in their work and close high-value deals more often. See how Skedulo [helps Sunrun save their customers more than $300 million on utility bills](https://www.skedulo.com/customers/sunrun/) with responsive solar sales and installations. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Your Frontline Workers Are Ready For Better Technology](https://www.skedulo.com/blog/empower-frontline-workers/) — April 15, 2026. Your Frontline Workers Are Ready For Better Tech Even though frontline workers outnumber desked workers by nearly 4 to 1, they consistently report lacking the technology to do their jobs effectively. In a large, distributed workforce, this lack of repeatable, tech-enabled workflows creates downstre… --- --- url: "https://www.skedulo.com/blog/sports-kickstart/" type: "blogPost" title: "Sports Kickstart - Training Australia's Future FIFA World Cup Team" author: "Trevor Morrison" date: "2018-07-11" description: "Learn how Sports Kickstart used Skedulo’s Intelligent Mobile Workforce Management Software to reduce time spent scheduling by 40%." lastmod: "2018-07-12" --- # Sports Kickstart - Training Australia's Future FIFA World Cup Team Published July 11, 2018 · Updated July 12, 2018 · By Trevor Morrison · 1 min read Preparing Australia’s future FIFA World Cup team, Sports Kickstart are on their way to mobile workforce mastery using Skedulo to schedule, dispatch, and manage their coaches and trainers. Sports Kickstart was growing quicker than their processes could manage as there are very few sport institutes that can deliver the professional support that they can. Using spreadsheets, email, and text messaging to relay assignments became cumbersome as the team grew. This manual process was very time consuming, and Kickstart’s schedulers were spending too many hours confirming the details of who, what, and where than was reasonable. By adding Skedulo’s native solution to their Salesforce CRM, Sports Kickstart was able to leverage one platform to centralize their scheduling data and processes, and ultimately solve their number one problem of disparate, inaccurate communication. Learn how Sports Kickstart used Skedulo to solve scheduling and communication challenges to nearly double their year-over-year growth to 15% and reduce time spent scheduling by 40%. [Click here](https://www.skedulo.com/customers/sports-kickstart/) to view the case study. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/strategies-for-managing-a-field-sales-team/" type: "blogPost" title: "6 Strategies for Managing a Field Sales Team" author: "Laura Przybek" date: "2023-09-20" description: "Effective field sales team management is crucial to productivity and success. Learn sophisticated management strategies and how the right technology can help." lastmod: "2023-09-21" --- # 6 Strategies for Managing a Field Sales Team Published September 20, 2023 · Updated September 21, 2023 · By Laura Przybek · 11 min read Businesses are adapting to an increasingly efficient sales culture and must respond to customer demands in new ways, especially as digital transformation shifts the landscape across multiple industries. Field sales teams aim to bolster better client relationships, better demonstrate complex products, and nurture their high-value prospects. But to get it right, they need support from strong managers who leverage sophisticated strategies. While effective field sales can offer several advantages over an inside sales model, managing a team in today’s transforming business environment is a complex task. To overcome challenges associated with increasing customer demand and an ever-expanding competitive landscape, management needs to adopt robust strategies to properly track, organize, and communicate with their field sales teams. ## What is a Field Sales Team? Field sales (also called [outside sales](https://www.skedulo.com/blog/inside-sales-vs-outside-sales-the-key-differences/)) is an approach to selling that focuses on in-person, face-to-face interactions with customers. It requires reps to travel—from customer sites, to trade shows, to conferences and other events—to complete their work. Unlike inside sales representatives, field sales reps work independently and often manage their own daily schedules. They’re typically tasked with some common duties, including: - **Tracking and managing sales leads - **Field sales reps are assigned leads based on account size and [customer expectations](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/). They must carefully track and manage the details associated with each lead, including where it came from, where they’re at in the pipeline, and which actions have been taken to move them forward. - **Qualifying sales prospects - **Not every sales lead is a qualified prospect, so field reps must work to determine whether or not each potential client aligns with their ideal customer profile or risk wasting their time chasing dead ends. The lead must have the proper level of interest, budget, pain points, intended outcomes, and more. - **Following up with clients - **Only [2% of sales](https://ircsalessolutions.com/insights/sales-follow-up-statistics/) are closed during the first point of contact; and for 80% of leads, it takes five-to-twelve points of contact before they actually make a decision. Field reps must employ a [strong follow up process](https://www.saleswingsapp.com/sales-acceleration/the-impact-of-speed-of-response-on-your-deal-closing-rate/) to move qualified prospects through the buying journey in a timely manner. - **Making outside sales runs - **A significant portion of field reps’ time is spent interacting with their customers in person. Their sales rely heavily on their ability to travel to where their prospects and customers are in order to demonstrate products, connect with multiple stakeholders at once, and build authentic client relationships. - **Managing active accounts - **Field sales reps typically target a small number of higher-value accounts which require a fair amount of nurturing. Their active accounts usually consist of large, enterprise-level deals that they must take careful consideration in managing and cultivating to ensure high levels of customer retention. ## The Challenges of Managing Field Sales Reps Field sales offers a clear opportunity for reaching potential customers (and the appropriate decision makers) at a critical moment. But effective management requires a level of optimization that’s difficult to achieve for many leaders—especially those whose teams face a variety of common challenges. - **Poor cross communication - **Managers and staff schedulers need reliable, instant communication with reps in the field, but—more often than not—outside sales teams rely on several disparate tools (e.g. Slack, text messages, emails, phone calls) to communicate. This slows them down and leads to issues of miscommunication and key details falling through the cracks, which in turn negatively impacts customer satisfaction, rep engagement, and, ultimately, [revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). - **Last minute schedule changes - **Field reps’ schedules are hardly ever set in stone. Customers cancel, reschedule, or book appointments at the last minute, and without sophisticated tools that can adapt and accommodate those changes, [reps’ efficiency](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) goes off the rails. - **Tracking KPIs - **It’s nearly impossible for leaders and managers to understand rep performance and progress if they don’t have robust tools for tracking and measuring [relevant metrics](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/). They might notice that a particular field rep isn’t reaching their quota, but how can they determine what’s contributing to their shortcomings? Without a contextual understanding of KPIs like time to first contact, travel time, time spent on a job, arrival time, and daily idle time, they can’t make the proper adjustments to boost that rep’s performance moving forward. - **High travel costs - **Every moment a field sales rep spends on the road costs money in the form of vehicle wear and tear, fuel, depreciation, and time spent away from the actual job site. Optimizing travel time can help mitigate these expenses, but that’s difficult to do if managers and staff schedulers don’t have complete visibility into field operations. - **Lack of integration - **As they strive to digitally transform, many organizations have adopted various new tools that promise [greater workforce productivity](https://www.skedulo.com/blog/5-ways-technology-can-increase-workforce-productivity/), better customer management, easier payroll processes, and more. But if those systems aren’t integrated, the data they generate and store lives in silos that are likely slowing operations down, hindering rep efficiency, and making it difficult to identify areas for improvement. - **Ensuring accountability of sales reps - **Because field sales reps don’t spend the entire work day in a traditional, desk-based office setting, their managers often struggle to understand or measure their day-to-day performance. Supervisors have little to no visibility into what reps have completed, how long it took them, or whether or not they were properly prepared. Without the right tools for [real-time field data capture](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), these details can be easily lost or altered (either accidentally or on purpose), which means managers aren’t getting the accurate picture of rep progress or performance required to ensure accountability. ## 6 Strategies for Managing a Field Sales Team To overcome the obstacles of managing a field sales team, organizations need to implement strong strategies that take into account current and shifting business environments. These six robust strategies can empower managers to [better support their field reps](https://www.skedulo.com/blog/benefits-of-mobile-workforce-management-for-outside-sales-teams/) for a more productive, efficient, and effective team: ### 1. Use AI-powered scheduling Scheduling can be a nightmare for sales teams who lack the adequate tools for support. Spreadsheets, online calendars, and whiteboards simply aren’t dynamic enough to accommodate the ever-changing details of field sales scheduling. These manual scheduling methods are time-consuming, error-prone, and repetitive for already-busy teams. Details are forgotten, appointments are canceled, or employees call in sick, and modifying the schedule slows everyone down and negatively impacts customer perceptions. And although digital transformation has become a top priority for many businesses across every industry, scheduling is often discounted as [a critical factor in their strategies](https://www.skedulo.com/blog/digital-transformation-field-service/). This opens the door for a clear competitive advantage for those who implement powerful, automated scheduling tools as part of their larger transformation initiatives. AI-powered[ automated scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) technology eliminates scheduling bottlenecks and eases the burden of updating schedules, locating reps, and identifying the right person for each appointment. Plus, it reduces the risk for a lost sale due to customer drop-off after first contact. Let’s say, for instance, a field rep for a [residential solar provider](https://www.skedulo.com/blog/how-mobile-workforce-management-can-increase-solar-sales/) who’s stationed at their company’s kiosk in a big-box store interacts with a potential customer who’s interested in an in-home consultation. Instead of marking down the customer’s contact information, entering those details into a centralized system once they return to the office, and waiting for a staff scheduler to reach out to the client to book an appointment, the field rep can instantly schedule a consultation on the spot. Before the customer even leaves the store, the field sales rep uses their automated, mobile-first scheduling tool to capture that customer’s details, quickly select the right worker for the job (based on location, availability, qualifications, etc.), and reduce the risk of losing the sale. This type of seamless, [optimized scheduling](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) allows staff schedulers to focus on higher-value tasks and enables reps to close deals more efficiently while focusing on what really matters: their customers. ### 2. Utilize data and analytics Data is the backbone of any successful organization, but capturing the right data (and enough of it) to gain an accurate picture of field sales operations can be challenging. This is especially true if your field sales team still relies on manual processes, which make data around scheduling, jobs, customers, and outcomes stale and inadequate. For example, if a residential internet service provider manually creates field reps’ and technicians’ schedules and requires those deskless workers to collect job and customer data on paper (then re-enter those details into a digital system), then how can the company understand and improve upon its operations in real time? Data around mileage and travel reimbursements, job check-in and check-out times, billable time, services provided (and requested) on-site, customer signatures and photos, and more can easily be lost, duplicated, or mis-entered into the system. Insufficient or missing data leads to a complete lack of understanding about what’s happening in the field and how that’s contributing to the sales team’s success or failure. To gain [a complete view of their operations](https://www.skedulo.com/blog/what-is-workforce-visibility/) and pinpoint what’s working and what’s not, managers should arm their field reps with mobile-first tools that help them instantly capture data offline in the field. That way, nothing is lost in the shuffle, and managers and leaders can accurately analyze and understand progress and performance at a moment’s notice, based on the most up-to-date information possible. ### 3. Use route optimization software For field reps, more time spent on the road translates directly to less time spent with customers. Since reps spend [just over a third of their time (35.2%)](https://www.insidesales.com/how-sales-reps-time/) actually selling, travel time wastes precious minutes or hours that they don’t have to spare. Unlike internal sales teams, field reps face external factors that threaten their ability to maximize their time spent with customers, including unexpected traffic, bad weather, and highway construction. Inadequate scheduling tools only exacerbate routing issues, as most organizations don’t have technologies that optimize reps’ schedule for greater efficiency throughout the work day. In fact, [72% of executives](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) say that worker productivity is _negatively _impacted by their existing technologies. Inefficient, inflexible scheduling tools create inadequate routing practices—particularly as changes occur—and cause field reps to miss their appointments, arrive late to customer sites, and incur unnecessary travel expenses. By leveraging route optimization software, field sales managers maximize the value of their reps’ time by reducing their time spent on the road. The right software helps teams easily schedule customer appointments that are in close proximity to one another, so reps don’t waste time traveling from one side of time to the other to interact with customers. They generate routes that optimize working hours for more efficient reps and lower travel and operating costs for the business. Rather than toggling between various routing apps to get from one customer to the next, field sales reps can instantly access their schedules and optimized routes, send and receive key updates, and perform their sales tasks on a single, secure platform. This leads to a happier, more productive team that’s ready to [deliver excellent customer experiences](https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/) as efficiently as possible. ### 4. Assign reps to leads based on skill level Customers want to make purchases from reps who demonstrate their in-depth knowledge around the products and services they’re selling. They also want to interact with a sales rep who understands their own unique pain points, constraints, and objectives, so it’s essential to match each lead with a rep who has prior experience working with similar customers. A B2B technology solutions provider who acquires a lead in the healthcare sector, for example, should assign to that lead a field rep who has intimate knowledge and experience working with customers in that industry. A field sales rep who has worked exclusively with customers in the finance sector thoroughly understands how the company’s technology solutions can benefit that type of client, but will likely find it difficult to apply those advantages to the nuances of healthcare. And if this prospective healthcare client is a large enterprise, the solutions provider should match them with a rep who is skilful in interacting with several stakeholders and decision-makers across a client’s organization. But keeping track of details around field reps’ skill level, previous experience, and customer history is a complicated task if your team isn’t using sophisticated tools to do so. [As your company scales](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/), assigning leads based on these details becomes an even more complex feat. The right software centralizes all of this information and instantly matches the right rep to the right customer, based on previous experience, skill set, location, and more. That way, the customer is always met with a field rep who’s fully prepared to answer key questions, illustrate their own knowledge, and seamlessly move the deal forward. ### 5. Integrate your software Field sales teams use a variety of tools to complete their daily work. Many organizations have adopted a whole slew of technologies (like a CRM, productivity apps, collaboration tools, finance and HR systems, etc.) to better empower their employees. But if those systems don’t talk to one another, field reps likely don’t have the seamless access they need to maintain their productivity or ensure excellent customer service. Disparate systems also increase the risk for duplicate or missing data, which—ultimately—lead to missed deals. By integrating your software, your organization can create a [single source of truth](https://www.skedulo.com/blog/how-single-system-of-record-can-transform-mobile-workforce/), which allows field reps to easily find and update customer information, access and modify schedules, and collaborate with their colleagues. Instead of fumbling around looking for the most up-to-date version of any previous meeting notes, marketing interactions, sales checklists, or guides, reps have all relevant details (from multiple sources) readily available. When a field sales rep books a customer appointment, they already have all of that client’s history and information at their fingertips, which gives them everything they need to answer key questions, build trust, and foster a stronger customer relationship. ### 6. Use sales forecasting tools Traditional tools and software don’t enable accurate forecasting of customer demand or help sales teams anticipate client needs. Peak or slow sales periods can throw a wrench in productivity and operations if [the team isn’t prepared](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) to accommodate them; so investing in the right forecasting tools is a must. Modern tools make the most of your team’s workforce data by generating robust reports based on historical and real-time information. They help sales managers better understand and plan for the availability and capacity of their reps versus actual customer demand, so the entire team’s time is maximized. A residential solar provider, for example, uses their forecasting tools for pipeline analysis and prediction. They know (based on their historical data) that customer demand for residential solar installation significantly drops in certain sales regions during cold winter months, then rises again in the spring. Armed with this information, they can more accurately plan, schedule, and dispatch the right amount of field sales reps to specific big-box stores at the right time for fewer wasted resources and greater revenue. ## Powerful Tools for Effective Field Sales Management Managing a field sales team certainly does not come without its challenges. Ever-evolving business objectives, worker schedules, and customer demand can threaten a team’s ability to remain productive, efficient, and profitable. But by investing in the right strategies and tools, field sales managers can empower their reps to boost both performance and the company’s bottom line. Skedulo’s mobile-first [deskless productivity cloud](https://www.skedulo.com/platform/) integrates with field sales teams’ existing systems and offers automated scheduling, optimized routing, intelligent job matching, seamless data collection and analysis, and more. With Skedulo, field sales teams can gain complete visibility into their operations for a more effective and competitive workforce. Learn more about how deskless productivity software can [offer unmatched support](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) to your field sales team, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/support-field-work-crews-and-field-work-teams-challenges-tips/" type: "blogPost" title: "How To Support Field Work Crews and Teams: Challenges and Strategies" author: "Nathan Schubert" date: "2025-07-25" description: "Struggling with how to best enable your field service teams and crews? See how scheduling, job matching, and communication can make a difference in the field." lastmod: "2025-07-25" --- # How To Support Field Work Crews and Teams: Challenges and Strategies Published July 25, 2025 · By Nathan Schubert · 10 min read When it comes to field work, teams and crews carry out essential work on a daily basis. From construction crews and telecommunications installation teams to field research units and groups of surveyors, teams and crews often tackle some of the most complex and logistically challenging field work. Because of these complexities, it’s important for companies to deploy teams and crews thoughtfully and strategically or else they risk downsides such as misaligned schedules, unnecessary downtime, and frustrated workers and customers. In this article, we’ll provide an overview of what sorts of responsibilities field work crews and teams handle, common challenges of managing teams and crews, and best practices for addressing and preventing those challenges. ## What are teams and crews in field service? Field services teams and crews are groups of employees who may have more specialized individual roles but who, together, are responsible for carrying out larger, often complex projects. These teams are distinct from what people usually mean when they use the term field service in that a field service crew or team isn’t the field staff in general—it’s a specifically assembled group of people designated to complete a certain job that requires multiple skills or roles. #### What types of jobs do teams and crews handle? Teams and crews are an integral component of the workforce for many industries, however they’re more common in industries such as construction, energy and utilities, real estate, and healthcare. _Example: **Telecom Crews**_ _Telecommunication companies will send an installation crew out to prepare an area for fiber internet access._ _That team might include (but isn’t limited to) the following:_ - _**A ground crew** responsible for digging out trenches to lay the fiber in_ - _**Equipment operators** responsible for operating specialty equipment that’s necessary for installation, like cable plows and backhoes_ - _**Splicing technicians** [responsible for splicing the fiber optic cables](https://www.ziprecruiter.com/e/What-Does-a-Fiber-Splicing-Technician-Do) at connection points to ensure minimal connection loss_ - _**Drop installer** responsible for installing the “drop” fiber line that leads from a resident’s home to the Network Interface U_nit _Example: **Mobile Healthcare Teams**_ _A clinical laboratory or blood center may have mobile blood donation centers or mobile blood testing units._ _These teams might include (but aren’t limited to) the following:_ - _**Intake staff **who collect necessary patient information, like name, contact info, vaccination and travel history, etc._ - _**Phlebotomist** responsible for conducting the blood draw on patients_ - _**Patient care staff** responsible for patient aftercare, e.g. providing refreshments and monitoring patients for post-blood-draw complications like low blood pressure_ - _**Medical technologist** responsible for carrying out any testing of blood samples_ ## What Are the Top Challenges of Managing Field Service Teams and Crews? Though many different industries rely on field service crews and teams, [the challenges of field service operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) tend to remain the same across industries—particularly for companies that rely on large workforces to serve their customers and communities. An ineffective strategy for managing mobile crews and teams leads to wasted time and missed deadlines, underutilized and disengaged employees, and dissatisfied customers. Let’s review the most common roadblocks to managing field crews: #### Assembling the right team Simply [understanding and identifying who needs to be on the team](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) you’re deploying is one of the first and most important steps. This requires knowing the details of the job, what skills and credentials it requires, and which workers fit that criteria. For instance, if your company builds fiber optic infrastructure for areas, it’ll be difficult, if not impossible, to actually install fiber optic cables without a full, properly assembled team. If, say, the initial installation crew doesn’t include a splicing technician, getting individual buildings properly connected to the main cable line becomes a significant challenge. As a result, the project is not completed or is delayed—and experiences cost overruns—until a qualified technician is available. #### Creating a unified schedule for multiple technicians Another significant hurdle for supporting field service teams is creating an appropriate schedule for everyone on the crew—and the more individuals who make up a field team, the more complex scheduling becomes due to the higher number of variables for schedulers to consider. Some of the most common variables a scheduler might have to account for include: - **Travel time** - Depending on the mix of projects on their plates, some crew members might have to travel farther to a work site than others. - **Project order of operations** - The majority of projects have specific dependencies that require a specific sequence of actions. - **Experience of field workers** - Particularly for complex or highly technical projects or stages of a project, field workers might need a certain amount of experience in order to effectively work on that project. - **Credentials** - Specialized roles—like a CNA on a mobile clinic team or a forklift operator for a utilities project—require active credentials on file. Consider: In construction projects, there’s [a specific order of operations](https://www.mcrsafety.com/blog/construction-phases) that crews need to adhere to in order to properly do their jobs. Generally speaking, the foundation team needs to dig out for the foundation and utility lines first, then pour the foundation, let it cure, waterproof it, etc. Then framers can come in and put up the frames for walls, floors, and the roof; install plywood bases for all of those components; wrap the exterior with waterproofing membranes; etc. Once the framers are done, installers are then able to put in the windows and doors. Then, siders and roofers can start installing their components, while heating and air system technicians, electricians, and plumbers come in and install their components. Next, drywallers can come in to put up drywall, after an inspector approves all of the plumbing and wiring. Because of the complexity, dependencies, and scale of a project like this, it’s easy to introduce complications and frustration. For instance, if the drywallers show up on site while the electricians are still installing wiring, the drywallers are forced to [wait around and waste time](https://www.ensightplus.com/unplanned-downtime-effects-on-field-service-businesses) until the electricians are done—or in many cases, they will leave for another job until the site is ready for them to get to work. This causes delays in the steps _after_ the drywallers are done, and the cycle continues. Specific job requirements make this even more challenging. For example, a building project might require special cement board siding from a particular brand. In order to keep the warranty valid, installers must have a certification from that brand. To avoid [the cost of a rework](https://www.dustyrobotics.com/articles/cost-of-rework-in-construction), schedulers need to know who is a certified installer to keep the warranty valid and meet the customers’ needs. #### Adapting to changing schedules and conditions [A great deal of field work is dynamic](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/) and requires workers to adjust to unforeseen blockers on the fly. For example, a mobile blood testing laboratory might be scheduled to end their hours in one location by 1 p.m. so they can move to their next location for the day. Around 12:45 p.m., a handful of patients arrive who don’t have the correct intake information ready. While these patients are busy tracking down the necessary information, the lab’s hours end and the crew has to push back departure and, subsequently, starting hours at their next location. These adjustments can have cascading, detrimental impacts on a team’s schedule—particularly if 1) a crew or team’s schedule is more staggered and 2) a company lacks smart scheduling and mobile-friendly communication tools to make real-time adjustments. #### Ensuring worker safety Even in groups, field workers are at risk of health and safety hazards on the job. Field service leaders and schedulers need to know when workers arrive on site and check in; when they leave a site and check out; and when they have an emergency update or urgent question. Some groups of workers, like [utilities crews](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/), may also have specific safety notices to read and accept before starting work. ## Best Practices for Supporting Field Service Crews Field service organizations can take several actions to address the challenges of team-based work in the field: #### 1. Integrate field service software systems Assembling field service teams starts with workforce data: it’s critical to have an updated, accurate record of not just who’s on staff, but what those team members are capable of. The system should answer questions like: _What’s their level of experience? Do they have any specific certifications or licenses that are essential for certain jobs your company works on? What location(s) do they work in?_ In addition to the workforce data within HR systems, consider key sources of information from across your tech stack: - Inventory or supplies - often stored in an [enterprise resource planning (ERP) system](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) - Customer data and requests - stored in a customer relationship management (CRM) platform or [electronic health record (EHR) or patient management (PM) system](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) for healthcare providers - Scheduling - via a dedicated scheduling system or [FSM software](https://www.skedulo.com/learn/field-service-overview/) - Third-party data - traffic, weather, and other external data points relevant to mobile workers All of this information is essential to building teams and crews in a way that supports and empowers field workers. In order to ensure your field crews and teams have all of the information they need while they’re on-site, they need a system with robust integrations with other essential systems. #### 2. Leverage smart scheduling tools Modern scheduling tools help tackle the complexity of scheduling multifaceted crews for field service jobs. Your platform of choice should automatically account for variables like staff availability, job requirements, workers’ skills and certifications, job location, last-minute changes in availability, and more. Smart scheduling tools [automatically create schedules](https://www.skedulo.com/blog/field-service-automation-getting-started-guide/) based on business goals and [field service KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/), allowing companies to establish, adjust, and optimize their scheduling strategy over time. #### 3. Use route optimization for field teams One component of scheduling teams and crews is [effectively accounting for each person’s travel time to the site](https://www.skedulo.com/blog/routing-scheduling-software/). Say your project requires everyone to be at the job site for Project 3 at 1:30pm. Crew members A, B, and C are on-site for Project 1, which is 30 minutes away, until 1pm. They’ll be able to get there in time for Project C with no problem. However, crew members D, E, and F are on-site for Project 2 until 1pm, but Project 2 is one hour away from Project 1. As a result, they won’t get to Project 3 until 2pm—30 minutes after the scheduled arrival time for the entire crew. With this schedule and these routes, crew members A, B, and C are left waiting, and D, E, and F are left rushing and feeling behind before the project even starts. And everyone is left feeling frustrated with how their time wasn’t properly scheduled. To avoid these frustrations and to make sure your organization is [utilizing its teams properly](https://www.skedulo.com/blog/workforce-utilization-in-field-service/), schedulers not only need to ensure the right people are assigned to the team at the right time, they also need to ensure everyone on the team can get to their various projects on time. Ideally, your field service scheduling software should automatically account for the schedules of all team members and properly set a job’s start time based on everyone’s travel time to the site. If the conditions change in real-time, the system should identify the issue and recommend a solution (e.g. pushing back an appointment time or reassigning the job)—and then [learn from the situation](https://www.skedulo.com/learn/ai-agents/) for better scheduling in the future. #### 4. Facilitate easy, on-the-go communication Teams and crews need to be connected to the back office and to all relevant data systems with [easy-to-use, centralized mobile functionality](https://www.skedulo.com/blog/field-service-mobile-solutions/). Access to information—such as a customer’s service history, previous complaints and requests the customer has filed, up-to-date data on inventory needed to complete the job for that customer, and access to documentation about local compliance laws—is critical to supporting field crews and teams to deliver excellent service. However, access alone isn’t enough. Field work team and crew members [should also be able to](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/) directly communicate with the back office without wasted time. For example, questions about schedule updates can be handled by SMS text messaging. Field service paperwork, like authorization forms or invoices, should be uploadable to a secure system (even offline, uploading to a cloud-based database when connectivity is available again). That way, workers can simply file and move on to the next task in their queue. ## Give Your Crews and Schedulers the Right Tools To Succeed Skedulo’s field service management platform is built for the field and customizable enough for any team-based work. Mobile-first capabilities enable on-the-go communication and real-time access to vital data. Smart scheduling and job matching ensures the right people take on the right jobs at the right time. Skedulo offers AI-powered tools to automate and optimize scheduling for field service crews. Consider a wide range of factors—worker location, certifications and licenses, and more—to create custom smart scheduling strategies for your business. Skedulo manages field team management easy with these features: - **Customized workflows: **Skedulo offers [custom logic and optimization “recipes” to meet specific business needs](https://www.skedulo.com/blog/skedulos-newest-product-release-is-here/). For example, field service companies can group together the same team to work multiple different jobs together with a custom “recipe” for job dependencies and continuity in scheduling. - **Field team enablement: **The Skedulo Plus mobile app and API allow companies to create custom user interfaces, forms, and workflows based on unique business goals. - **Digital transformation: **Turn paper-based processes into streamlined digital record-keeping with Skedulo custom forms, digital signatures, and integrations with other tools. - **Smart scheduling:** Automated scheduling and AI-enhanced schedule optimization help Skedulo users make the most of workers’ valuable time in the field. See how Connexin, a UK telecommunications company, [used Skedulo to level up their field service](https://www.skedulo.com/customers/connexin/): pulling together engineering forms into one worker-friendly app, enabling self-service scheduling for customers, and scaling up in major new ways. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/technology-is-transforming-the-uk-telco-industry/" type: "blogPost" title: "Technology is transforming the UK telco industry" author: "Joe Chapman" date: "2021-12-13" description: "In early 2021, the UK Government announced a £5 billion investment in gigabit broadband. See how technology is transforming the UK telco industry." lastmod: "2021-12-13" --- # Technology is transforming the UK telco industry Published December 13, 2021 · By Joe Chapman · 4 min read In early 2021, the UK Government announced a £5 billion investment into delivering giga-bit broadband. The investment will see the replacement of ageing telecommunications infrastructure with newer technologies (such as full-fibre connections), as part of the government’s plan to ensure 85% of all UK households have access to giga-bit broadband by 2025. It’s a necessary step in the wake of a pandemic and the sharp rise in remote working, and will also aid in promoting a competitive broadband market for UK consumers. Innovative new entrants in the sector - heavily backed by private investors such as Aviva and Fern Trading - are already seeking to capitalise on the initiative, with internet service providers (ISPs) vying for local contracts where they can either build their own infrastructure or rent fibre lines from established companies to deliver their services. For those which are able to capitalise on the opportunity and increase market share, the ability to rapidly scale operations to meet demand will be crucial to sustainable success. ### Why old systems fail in the new normal While some of the younger ISPs are walking into the sector equipped with the latest technology to support operations, others are still struggling with highly manual methods such as spreadsheets or near-defunct CRM systems. Hugely inefficient, this not only leads to exorbitant expenditure but can also negatively impact employee and customer experience. As an example, today’s time poor customers demand efficiencies such as self-service bookings which allow them to quickly schedule an installation at a time that suits them. For companies still operating with traditional methods, the customer may go back and forth with a sales representative for days before finally locking in a convenient appointment time – if they haven’t given up and chosen another provider. These broken processes typically extend to many other parts of the business. This could include field engineers: - being overbooked or underbooked - arriving late to appointments - spending too much time on the road - customer care or service teams juggling hundreds of daily calls and emails - lacking crucial information when arriving at a job Unfortunately, these systemic inefficiencies may ultimately lead to confused and burned-out staff, unhappy customers, and a company that cannot scale its operations. At a time when securing the best engineers and impressing customers who have review sites (such as Trustpilot) on the ready is vital, these are inefficiencies no telco can afford. ### The future of telco scheduling Embracing advancing technology in telecommunications also means telcos can embrace advancing technology in how they run their business. For example, Skedulo eliminates much of the manual and inefficient work that leads to poor worker and customer outcomes – with a functional, integrative, intuitive and highly configurable AI-powered and cloud-based platform. Some of the key features of Skedulo which we know are most important to telco companies include: _Self-service bookings for customers_ Skedulo allows your customers to book an appointment directly on your website, with immediate confirmation and real-time updates when a technician is on their way. Your customer care teams can also use the internal-facing booking grid to quickly see who is available and when, so you can offer immediate appointments to customers at first contact (before they go elsewhere). This relieves the pressure on engineering managers who are typically responsible for manually scheduling their engineers in the field. _AI-powered scheduling_ Apply attributes to any field service engineer and let Skedulo serve up “best matches” for new jobs based on current engineer locations, qualifications, and customer needs. _Intelligent routing_ Cut driving time with the Skedulo app, where engineers have access to best route navigation so they spend less time behind the wheel and more time on the job. _Full oversight of people and resources_ Know where all of your engineers and resources are in real time, so you can respond quickly and effectively to urgent jobs while understanding your capacity for new bookings weeks in advance. _Engineer empowerment_ Skedulo empowers engineers to manage their schedules, keep track of the hours they work (with automated timesheets that auto-populate based on real time job and travel data), access digital forms to apply for leave, and much more. _Real time communication_ Enable real time communication so field service workers can: - message each other in real time - communicate with managers or head office - receive instant updates about jobs - view past job notes - record and share new job notes, photos and documents Skedulo also helps you meet sustainability goals by eliminating the need for paperwork with digital customer forms and signatures. _Easy integration_ Our customers love Skedulo’s flexible APIs and ability to integrate with existing systems. It allows telco companies to leverage the best in scheduling and field service management technology _within _the internal systems they have spent years building out. In addition, Skedulo is highly customisable so fields, forms and other features can be completely tailored to your unique business requirements - and easily configured as the needs of the business evolve over time. **To see Skedulo in action and how it can support your telco engineers while delivering a 5-star customer experience, simply [book a free custom demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/technology-scala-programming/" type: "blogPost" title: "Scala Programming - A Skeptic's Journey" author: "Russell Adcock" date: "2018-09-06" description: "When I started my first job in Scala, I was skeptical. I liked the syntax, but didn't foresee it changing the way I develop software. Here's what happened." lastmod: "2021-09-16" --- # Scala Programming - A Skeptic's Journey Published September 6, 2018 · Updated September 16, 2021 · By Russell Adcock · 9 min read _Skedulo prides itself on designing and building an exceptional product for our customers. Meet Dean Povey, Team Lead for Backend Development at Skedulo, as he discusses his experiences using Scala._ Like many developers, I cut my teeth on C/C++ and Java. I’ve written a lot of working software, and the vast majority of it was imperative or object-oriented. Sure I liked lambdas, and I had seen the difference that making stuff immutable had done for my multi-threaded code. But for me, functional programming seemed to be something for self-absorbed purists more concerned with the beauty of their code, and not something that I needed to help me get my job done. So when I started my first job in Scala, I brought healthy skepticism. The syntax seemed nice – it had a lot of syntactic sugar like [case classes](https://docs.scala-lang.org/tour/case-classes.html), [operator overloading](https://docs.scala-lang.org/tour/operators.html), [pattern matching](https://docs.scala-lang.org/tour/pattern-matching.html) and [type inference](https://docs.scala-lang.org/tour/type-inference.html). But I didn’t foresee it changing the way I developed software. So here I am twenty-something months later, and I wanted to ask myself a few questions about my journey and where I see myself going with Scala in the future. While Scala has much to offer that I won’t cover (e.g., type classes and functional programming constructs for managing side-effects), I think it is useful to consider what are those things that are most accessible to developers coming from a Java/C++ ecosystem. ## Where Did all the Bugs Go? About six months in, I was stumped. I couldn’t work out how we were not getting the level of bug reports on our backend systems that I had seen before. I mean we had acceptable unit and integration test coverage, but not much better than I had on other projects. I should have been seeing a reasonable amount of coding errors popping up, but nope. The odd logic error trickled in, but the usual steady flow of bugs was nowhere to be seen. Was no one using our system? After deciding that this was not the case, I sat down and thought about it. I realized that many of the bugs I was no longer seeing were usually the result of simple programming errors: - Null pointer exceptions. - Basic type errors – like passing unchecked values to functions, or swapping the order of parameters of the same type. - Concurrency issues – shared mutable state leading to race conditions and other errors in concurrent code. - Uncaught exceptions. In the production Java system I most recently worked on, these accounted for about 50% of the errors in our codebase (a number I just made up but seems about right). A significant amount of our issues weren’t business logic bugs, but simple programming errors that could be avoided. Was Scala just better at some of this stuff? ### No More NPEs! One study of 712 Open Source Software Projects ([Mining Frequent Bug-Fix Code Changes](https://scg.unibe.ch/archive/papers/Osma14aMiningBugFixChanges.pdf)) found that about 5% of bug fixes were to address issues with missing null checks. Furthermore, this is by far the most common repeated error, appearing in nearly 50% of the projects they surveyed. In my Java project, we had at least this number of similar errors despite using static analysis tools and annotating code with **@Nonnull** and **@Nullable** annotations and generally having good unit test coverage. It’s just too easy to screw up, and there is too much legacy code and libraries that are not null safe to deal with entirely. Furthermore, an awful lot of your code ends up being writing checks for **null**. A study ([Tracking Null Checks in Open-Source Java Systems](https://scg.unibe.ch/archive/papers/Osma16a.pdf)) determined that something like 35% of conditionals in the code they surveyed included null checks. This bug does not exist in idiomatic Scala (or it does not exist to a first approximation). You don't allow instantiation of null instances of your types, and you use the **Option** type instead. By absolutely overwhelming convention in Scala, if it's not **Option**, then it will never be **null**. This seemingly small difference is incredibly liberating. I recently had to review some Java code, and I spent an inordinate amount of time tracing through multiple API layers checking for the null safety of various functions and parameters. If you are considering a move from Java or C++ to Scala, then do it for no other reason than never having to write **if (x == null)** in your code again. ### Type Safety Once you get exposed to the benefits of type safety through experiences like **Option**, you quickly become hooked. When the language supports static typing in a way that is a joy to use, you realize that this isn’t a burden on you, but instead a bunch of tests on your code run by the compiler and not unit tests you have to write. A good example of this is using [type-safe constructors](https://www.cakesolutions.net/teamblogs/enforcing-invariants-in-scala-datatypes) to ensure that you can produce instances of types which are guaranteed to have certain invariants. Much like the **Option** type enables us to enforce the invariant that any instance we receive in a Scala program can never be null, so too can other types of invariant be enforced. In Java, we would do this by making a private constructor and a factory method that would throw an exception on failure. However, in Scala, we would prefer to use **Option** or **Either **(which allows a **Left** branch for reporting errors and a **Right** branch for reporting success) to wrap the resulting type and have the caller deal with it explicitly. At first glance, this seems unwieldy. But when you realize the power of the other machinery Scala provides such as “[for comprehensions](https://docs.scala-lang.org/tour/for-comprehensions.html)” for chaining these checks together, or you become aware of the [Applicative](https://typelevel.org/cats/typeclasses/applicative.html) [Validated](https://typelevel.org/cats/datatypes/validated.html) type from the [cats](https://typelevel.org/cats/) library which allows you to collapse multiple wrapped values into a single combined valid (or invalid) value; it changes your approach to how you build your programs. Suddenly when you see a variable of that type in the guts of your program, you don’t have to wonder (or write code to check) if it's valid or not, since you have already guaranteed it is by virtue of the type safe constructor. For lighter weight types such as **String**, Scala provides a simple way of wrapping that is (mostly) free at runtime. `class EmailAddress(val value: String) extends AnyVal object EmailAddress { def apply(value: String): Either[Exception, EmailAddress] = { if (validEmailAddress(value)) { Right(new EmailAddress(value)) } else { Left(new IllegalArgumentException(s"Invalid email address: $value")) } } } def sendEmail(address: EmailAddress, msg: String): Unit = ??? EmailAddress("foo@bar.com") match { case Right(email) => sendEmail(email, msg) case Left(err) => logError("Could not send email", err) }` To the compiler, this will appear like a **String** (unless we [do certain things](https://docs.scala-lang.org/overviews/core/value-classes.html) that require reflection at runtime). Scala’s library ecosystem also provides many sophisticated mechanisms for making your code more type-safe including [Refined types](https://github.com/fthomas/refined) and [Heterogeneous lists](https://github.com/milessabin/shapeless/wiki/Feature-overview:-shapeless-2.0.0). ### Immutability If you are doing any form of multithreaded or concurrent programming, you quickly learn the advantages of immutable data structures. They prevent race conditions occurring as modifications to shared state are no longer possible. In Java, we can mark variables as final, but we have to take careful steps to make sure the instances that these variables are bound to are immutable as well (manually copy the values when returning from getters for example). In Scala, we have the general purpose [case class](https://docs.scala-lang.org/tour/case-classes.html) which provides this for us for data values. Also, Scala has a range of collections classes which provide efficient implementations of immutable data structures such as lists, sets, vectors, and hash tables. ### Handling Exceptions If you are wrapping Java libraries in Scala, you will occasionally still be having to deal with exceptions. Scala provides the **Try** type that allows us to convert an exception to a type we can more usefully deal with: `val t = Try { throw new RuntimeException("Boom!") }` At first glance, this doesn't seem to provide us much over the try/catch approach we are familiar with in Java. But **Try** also allows us to deal with our errors, or convert them into other types to make them easier to manage. For example, if we turn all our results into an **Either** using the cats **toEither** extension method we can use a “for comprehension” to gather all the data and only run the result if all of the items succeed: `for { email <- EmailAddress(address) msg <- Try { horribleJavaLibraryMethodThatThrowsExceptions }.toEither } yield { sendEmail(email, msg) }` Remembering that our **EmailAddress** apply method returned an **Either[Exception, EmailAddress]**. Because of the way **Either** is defined we will only to continue evaluating the next line if this succeeds and the method returns a **Right(EmailAddress)**. Furthermore, we will only send an email **if** both the values are valid. No more nested if statements to screw up. ## Was it all Sweetness and Light? Well no, Scala has its rough spots. It has no decent support for union types or enums. The **Enumeration** type is [broken](https://underscore.io/blog/posts/2014/09/03/enumerations.html) to a great extent. You end up needing to use a **sealed** **trait** which is not awful but boilerplate heavy. The [enumeratum](https://github.com/lloydmeta/enumeratum) library provides some helpful macros to assist you. Compile times are a common criticism, but for the most part, this doesn’t affect you in practice. Mostly code is incrementally compiled, and you don’t notice much lag. IDE support is pretty annoying. You get lots of situations where your code has squiggly red lines in IntelliJ, and you have to go into SBT to see if it should have compiled anyway – this is due mainly to the support for Scala macros in libraries which have to be explicitly added to the plugin. Refactoring is there but limited to what you get compared to Java (admittedly you are _very_ spoiled if you use IntelliJ for refactoring Java code). Type inference makes the code hard to read sometimes. Often you are looking at a “for comprehension,” and you don’t know what the types are of the individual components. IntelliJ does provide a helpful inspection that will tell you any inferred type which mostly works, but in general, I find this painful trying to read code that I didn’t write. Sometimes you find yourself fighting the compiler more than you would like. If you haven’t worked out exactly which type or implicit you need, it can take a while to untangle it. “For comprehensions” tend to confuse you with this until you get the hang of them. The good news is that once it compiles it almost always works how you expected. ## And What’s Your Feeling About Going Back to Java/C++ Now? I used to see talks about functional programming and type safety where people would complain that they couldn’t use because it didn’t provide all the guarantees with which they were familiar. I always hated this attitude, because you should always strive to be able to solve problems well in any language. However, I will confess that recently digging into some Java library and trying to make it work without having the same compile-time safety guarantees I have become used to, I gave up and rewrote it in Scala. There is a thing I have always believed about developing software, which is that speed comes from confidence. When you write one line of code it is usually easy to convince yourself that that code is correct, and you can feel more productive if you write that one line without bothering to write tests. But as your code base grows you are always concerned with whether your change might break some other bit of code. If you have good test coverage, you can run the tests to be sure and not overthink it. If you don’t, you end up staring at a bunch of code, trying to remember how it works before deciding if you broke it or not. The language features of Scala such as type safety and immutability extend my comfort zone, giving me confidence that my code will work. The best thing is all I have to do to get this added benefit is to make it compile! In short, it’s not just a better Java (although you can use it that way) – if you embrace it, it's a better way of writing code altogether. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/the-benefits-of-rapid-test-scheduling-software/" type: "blogPost" title: "The Benefits of Rapid Test Scheduling Software" author: "Craig Panigiris" date: "2021-04-12" description: "During COVID-19 and beyond, care providers must safely and effectively schedule and manage rapid testing. Learn how rapid test scheduling software can help." lastmod: "2021-04-29" --- # The Benefits of Rapid Test Scheduling Software Published April 12, 2021 · Updated April 29, 2021 · By Craig Panigiris · 6 min read ![rapidtestscheduling](https://assets.skedulo.com/assets/2021/04/RapidTestSchedulingSoftware_Mar21_blog-header_1050x557@2x-1.jpg) The onset of the COVID-19 pandemic in early 2020 brought to light the many challenges of scheduling and managing virus testing on a global scale. As we continue to look for ways to improve public safety, the need for rapid test scheduling software has become abundantly clear. Healthcare providers who schedule single or multi-site testing (and particularly those who schedule for high-volume sites) need to have the right technologies in place to efficiently, effectively, and safely conduct rapid tests on a large scale. ## What is Rapid Test Scheduling Software? Rapid test scheduling software is a robust, highly customizable booking and appointment management system that enables healthcare providers to centralize testing efforts. Rapid testing for COVID-19 (or other potential, unforeseen viruses in the future) in massive volumes requires intelligent technology that helps providers understand and manage capacity, resources, and demand. Because rapid test scheduling software can handle concurrent scheduling and is flexible enough to handle high-capacity appointment bookings, healthcare providers can better understand the availability of their workforce, supplies, and resources. As inventory, demand, and staff availability constantly change, organizations can rely on a powerful test scheduling system to automatically adjust to [better support the testing process](https://www.skedulo.com/events/reopening-the-world-at-scale-high-capacity-scheduling/). **Want to find out more about our high capacity scheduling?** ## Common Challenges of Rapid Test Scheduling Managing and scheduling rapid tests for such a large number of individuals—sometimes at multiple locations across a widespread area—certainly has its complexities. For both providers and the public, this initiative is made even more difficult without the use of [scheduling software](https://www.skedulo.com/blog/healthcare-scheduling-mobile-workforce-management/), or with the wrong system. Failing to implement the right tools can make the process of operating and accessing testing facilities incredibly cumbersome, and can result in other challenges as well: - **Time-consuming implementation process - **If there’s one thing that’s been made clear by the rush to making testing available to the public, it’s that organizations need a system that’s up and running as quickly as possible. Providers and patients simply can’t afford to wait several months for a rapid test scheduling and management system to be fully implemented. - **Lack of reliability - **If the rapid test scheduling tool isn’t capable of handling bookings in high volumes, you’ll find your operations aren’t as efficient as they could be. Plus, you might be at risk for a system failure that brings your operations to a complete halt. In fact, there have already been multiple scenarios in which inadequate scheduling systems have compromised providers’ testing and vaccination efforts. - **Difficult to use - **Having to get tested for a virus is stressful enough without the added layer of navigating complex, clunky tools to schedule an appointment. On the other end, healthcare providers are already putting their own safety at risk to serve their communities, and tools that don’t offer easy usability can make their tasks even more burdensome. - **Inability to update in real time - **Rapid test schedules consistently change throughout the course of a day, as individuals often book and cancel appointments at the last minute (or sometimes fail to show up). A facility’s test supplies, resource availability, and number of open appointment bookings are directly impacted by—and, in turn, impact—testing schedules, so if these details aren’t completely up-to-date, supply and demand will be misaligned. - **Limited ability to communicate - **How does the rapid test scheduling system you currently use enable your care providers to communicate with individuals booking test appointments? [Homegrown software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) or inadequate test scheduling technology (e.g. events management systems, school nurse software, etc.) doesn’t offer streamlined communication between providers and the individuals booking tests, which can hinder an organization’s ability to ensure everyone is on the same page. That means those receiving rapid tests may not be properly informed on what to expect or facility instructions (i.e. safety protocol, location details, or required patient forms). - **Lack of patient data collection - **A huge part of learning how to better deal with any widespread illness is collecting, tracking, and researching essential patient data in a secure system. If the system you use to schedule and manage rapid testing doesn’t automatically [capture these details](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/), your team will likely need to spend extra time manually collecting and sharing them with other groups (like the FDA and CDC) for reporting purposes. The Benefits of Rapid Test Scheduling Software Modern, intelligent [rapid test scheduling software](https://www.skedulo.com/blog/faqs-for-high-capacity-vaccination-immunization-scheduling-software/) that’s built specifically for high-capacity use cases can make the entire process easier and more efficient—both for recipients and providers. The right technology offers robust tools that promise [proven capabilities](https://www.skedulo.com/blog/skedulo-covid-19-initiatives/), which work cohesively to benefit users in the following key ways: ### Enables end-to-end rapid test scheduling Centralized testing, management, and administration is crucial for ensuring successful operations, especially for providers who perform rapid tests at several locations. High-capacity rapid test scheduling solutions are supported by partners who work directly with test providers to cover the entire testing administration process. ### Allows appointment booking based on capacity When you rely on a system that automatically tracks available appointments, resources, and caregivers, you can accurately schedule tests based on the capacity of your facility. Your team can better ensure that safety protocols (like social distancing) are followed at each testing site, and that the day’s appointments are booked based on actual test, time slot, and resource availability. ### Enables communication between providers and patients A strong rapid test scheduling solution can be easily configured to send custom text messages and/or emails to test recipients, including booking confirmations, reminders, and other key appointment details (i.e. testing location, “know-before-you-go” information, etc.). Clients arrive confident that they’re fully prepared, and providers can rest easy knowing they’ve communicated necessary updates to keep both parties safe and operations running smoothly. ### Collects data from individuals who book rapid tests Your rapid testing initiatives likely aren’t operating within a vacuum: State municipalities, counties, and pharmacies must capture and share relevant patient data with public health agencies for accurate reporting and research. This may include demographic data, symptomatic data, and the number of rapid tests performed during a given time period, all of which can be time-consuming and labor-intensive to manually collect. Modern, high-capacity test scheduling software automates the process by offering a single source of truth for data input, management, and sharing. That means your staff members won’t need to duplicate their efforts—which is otherwise required if they’re collecting information from paperwork for later input into a digital system—and can instead spend more time [providing exceptional services](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). ### Safely checks in individuals as they arrive As healthcare providers (and the public as a whole) continue to practice safety precautions that help reduce the spread of infection, it’s crucial that testing facilities offer processes that support those same preventive measures. Robust rapid test scheduling software enables providers to send QR codes for socially-distanced check-in, which on-site employees can contactlessly scan via mobile devices upon client arrival. After being scanned, the system can notify the client if they’ve arrived too early (or too late) for their appointment time, which helps reduce the risk of crowded queues or waiting rooms. ### Handles concurrent scheduling Rapid test scheduling software provides a flexible, reliable place for individuals to confidently book a testing appointment. It can even intelligently redirect people to other testing sites if supplies or staff are limited at a certain location. What’s more, those details are updated in real time, so there’s never a system delay between actual availability of resources versus time slots. Without the use of the right tool, this can be difficult—if not impossible—to manage, especially for organizations who schedule testing for large volumes of clients who might be booking or cancelling at the last minute. ## Rapid Test Scheduling Software Built for High-Capacity Booking The process of booking, tracking, and managing rapid testing can be quite complex, particularly for providers who schedule large volumes of appointments. The clear challenges of ensuring safe, effective, and widespread COVID-19 testing have revealed the need for implementing appointment scheduling software that can seamlessly handle test booking and management. As healthcare organizations around the world search for a solution that will ensure preparedness (for both current test scheduling needs and those in the future), they’ll need to invest in powerful technology that offers tools for improved efficiency, safety, and overall usability. Skedulo’s [high-capacity scheduling solution](https://www.skedulo.com/product/field-scheduling/) provides tools for seamless rapid test appointment booking and management. Learn more about what [your organization should consider](https://www.skedulo.com/blog/10-things-to-look-for-in-a-high-capacity-scheduling-solution/) when evaluating high-capacity scheduling software, or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/the-connection-between-customer-centric-field-service-and-revenue/" type: "blogPost" title: "The Connection Between Customer-centric Field Service and Revenue" author: "Aya Fawzy" date: "2016-08-31" description: "Skedulo discusses the financial impact of mobile technology for the field service industry, as well as strategies for customer-focused field service." lastmod: "2020-05-20" --- # The Connection Between Customer-centric Field Service and Revenue Published August 31, 2016 · Updated May 20, 2020 · By Aya Fawzy · 3 min read Picture how your field service looks through the eyes of a typical customer. In this example, you operate a rooftop solar panel installation firm. Your customer wants to take advantage of free energy but she’s nervous. She’s worried about damage to the roof, aesthetics, grid parity, etc. She had to use up her personal time at work to be home for the installation. On top of that, she’s worried about when the technician will arrive and how that interaction will go. By the time the tech arrives, she’s on pins and needles. If her experience with the field service technician goes well, everybody wins. However, if there is a significant delay or a problem, this story will end very differently. In the age of social media, it only takes one bad customer experience to tarnish a brand, as companies like Uber, Starbucks and Amazon have discovered recently. ## The Financial Impact of Mobile Tech for Field Service The good news is that you can gain greater control over the customer experience by providing your field service with the right mobile tools. Research by Aberdeen showed that market leaders are those with a better mobility strategy for field service, which pays off in several ways. Best-in-class companies relied on a well-equipped mobile field service to secure an 11-percent advantage in customer satisfaction over mobile laggards. That improved customer experience translated into a 9-percent advantage in service revenue, a 7-percent advantage in service contract renewals and a 3-percent boost to net promoter scores. When field service has access to more accurate customer information on mobile, they can provide a more satisfying customer experience. ## 3 Ways to Take Control of the Customer Experience If you want to post financial wins like these, it’s not enough to simply know whether your field service technician arrived on time. According to Aberdeen, these are some of the transformative actions that help best-in-class companies take their customer experience to the next level: - 44 percent invested in data-rich mobile tools to provide technicians with better access to information in the field. - 41 percent used data to improve their forecasting of service demand and plan more accurately. - 37 percent dialed up the frequency of training for field service technicians. From the moment they arrive until the job is finished, field service technicians represent your brand. Think of your field service agents as an extension of your customer success team. They must strive to fully understand and deliver what was promised to the customer on the front end. ## A Customer-centric Field Service Strategy Take a closer look at your own current mobile solutions for field service. How will you use mobile to develop a more customer-centric organization? The best way to get started is to rewrite your field service strategy from the customer’s point of view. Make it a top priority to give field service the most accurate, up-to-date information about the customers. That way, field service agents can prepare for customer concerns. Through better planning and execution, you can take ownership of the customer experience. The key is a powerful field service management application for your mobile workforce, delivered inside an intuitive, elegant UI. That’s what Skedulo does for you. Skedulo streamlines field service communications and logistics. Your company can develop a reputation for delivering services flawlessly – at the right time, in the right place and by the right team member. There’s no question that an improved reputation in field service directly correlates to benefits like customer loyalty, referrals and brand lift. Skedulo already helps companies all around the world transform the way they manage and schedule their mobile workforce teams. Your company could be the next market leader in customer experience thanks to Skedulo’s native integration with Salesforce, the world’s leading CRM and business application platform. Mobile has evolved and brought customer expectations with it. Now is your chance to get out ahead of the curve. Call for a free demo and discover what’s possible when you transform the way you manage and schedule your mobile workforce. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/the-crucial-role-of-cx-in-the-uks-fibre-broadband-gold-rush/" type: "blogPost" title: "The crucial role of CX in the UK’s fibre broadband gold rush" author: "Joe Chapman" date: "2022-02-12" description: "Alt-nets must give their teams the tech they need to provide great service and book more appointments, to the people that matter most – customers." lastmod: "2023-08-01" --- # The crucial role of CX in the UK’s fibre broadband gold rush Published February 12, 2022 · Updated August 1, 2023 · By Joe Chapman · 4 min read The fight for fibre broadband supremacy is on, and an army of alternative networks (‘alt-nets’) is joining the arms race. Nearly 25% of known operators building fibre-to-the-premises in the UK [were established in 2021](https://www.ispreview.co.uk/index.php/2020/04/summary-of-full-fibre-build-progress-across-uk-broadband-isps.html/2) and 104 of them are now active. Some projects, like the £1bn deal between Transport for London (TfL) and [BAI Communications](https://www.baicommunications.com/mediarelease/mayor-of-london-fulfils-manifesto-commitment-and-confirms-high-speed-mobile-coverage-across-whole-tube-network-as-concession-partner-announced/), come with promises to boost major city infrastructure. Others, like [The Common Wholesale Platform](https://www.ofcom.org.uk/__data/assets/pdf_file/0027/219726/cwp.pdf) (CHP), look to open up new alt-net internet services providers (ISPs) to the general public with a stated aim to challenge Openreach’s dominance. Largely, these upstarts are private equity-backed with ambitious growth plans: £8bn worth of investment and counting [according to FT calculations](https://www.ft.com/content/0af3b0ea-a803-4b23-be18-a47717c095eb). However, there’s good reason why the incumbents dominate, and displacing them will be beyond a mammoth task. Whether it’s a race against each other or a challenge to major player supremacy, how can these challenger brands gain ground in the battle for fibre broadband? ### Prioritise the customer experience The first place to start is customer experience. A glance at Ofcom’s Annual Customer Service Report 2021 shows that established networks have a customer service problem. The issues are in two key areas – customer complaints and field service performance. Source: [https://www.ofcom.org.uk/__data/assets/pdf_file/0027/218655/comparing-service-quality-2020.pdf](https://www.ofcom.org.uk/__data/assets/pdf_file/0027/218655/comparing-service-quality-2020.pdf) Ofcom’s data shows that 26% of customers have reason to complain, and only 52% are satisfied with how that complaint is handled. A quarter of dissatisfied customers is a bad place to start. Their Trustpilot reviews (1.6/5 for BT and 1.5/5 for Plusnet, for example) also paint a picture of the problem. But why are they angry? ### Fielding complaints Well, when you look at the regulatory body’s Automatic Compensation Scheme, the data gets even more interesting. Partners in the scheme include BT, Sky, TalkTalk and [Virgin Media](https://www.virginmedia.com/broadband/broadband-and-phone) and its role is to automatically compensate landline and broadband customers for the following field service problems: - Delayed repair following loss of service – £8.06 per appointment* - Missed appointments – £25.18 per appointment* - Delays with the start of a new service – £5.04 per day* *figures correct as per 2021 According to [2019 data](https://www.ofcom.org.uk/about-ofcom/latest/features-and-news/customer-service-revealed) – the most up-to-date figures available – Ofcom paid out £20.7 million between July and December 2019. To put this into context, if these pay-outs were all missed appointments at £25 each, that’s 828,000 missed appointments in six months between the seven participating companies, or 118,000 each. It’s not a great leap to think that many of the complaints ISPs receive are down to poor field service performance. If someone doesn’t turn up to an appointment or your repair work is delayed, you will call to find out what’s happening. The opportunity for alt-nets to differentiate is clear. Top of the list should be cutting down on service issues in the field. Ensuring that appointments are met, repairs on time and the service starts when it’s meant to will set them apart from incumbents. They can go further, ensuring engineers are well prepared with full customer and job details, and clear lines of communication with the customer in case of any issues. This requires an investment in the way deskless workers operate, making scheduling software integral to the process and giving more autonomy to the people on the front line. Engineers are customer-facing, so are vital customer service agents, but today, they’re also expected to do more through cross-and-up selling on the job. That means alt-nets must give them the tech they need to provide great service, with the power to go beyond standard procedure and book more appointments, to the people that matter most – customers. ### Differentiation over saturation The playbook for many alt-nets seems to be the same – invest heavily in infrastructure, the customers will come, then they can scale quickly. But Openreach and Virgin are investing too, and they have the resources to win this competition. Alt-nets can and should play a different game recognising that they have a huge last-mover advantage against incumbents – greater operational agility. This opportunity becomes more vital when the battle for dominance has given rise to fears of over-saturation, with 75m lines set to be built [according to the FT](https://www.ft.com/content/0af3b0ea-a803-4b23-be18-a47717c095eb). The focus on product in this context will only get you so far. Pretty soon, alt-nets will have to prioritise customer service as their only differentiator – brand has already been done, and it’s practically impossible to differentiate on price as margins are so tight. The opportunity to battle incumbents is there. But the real winners in the gold rush are the ones who can align their high-performance product with customer service excellence. Do that, and Openreach is not as out of reach as it seems. Learn more about how powerful scheduling software can help get you closer to customers, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/the-first-ever-global-frontline-summit-wraps-up/" type: "blogPost" title: "The first ever Global Frontline Summit wraps up" author: "Miles Kelly" date: "2020-11-13" description: "That's a wrap on The Global Frontline Experience Summit, a first-of-its-kind virtual event. Thank you to our customers, prospects, partners, and employees." lastmod: "2021-03-16" --- # The first ever Global Frontline Summit wraps up Published November 13, 2020 · Updated March 16, 2021 · By Miles Kelly · 2 min read ## Thank You, and That’s a Wrap! What a day! Thank you to our customers, prospects, partners, and employees for participating yesterday in a first of its kind virtual event, [The Global Frontline Experience Summit](https://frontlinesummit.com/?utm_source=general&utm_medium=partner&utm_campaign=skedulo). With over 1,500 registrants and hundreds of attendees, we were blown away by the engagement, the dialogue, and best of all, the learning as our growing community came together for this maiden event. In case you missed it, Skedulo’s very own Matt Fairhurst spoke on “The Future of Deskless Work”, five select Skedulo customers shared best practices during live sessions, and 25 additional presenters from all types of businesses and job functions discussed their passion for frontline work during the day long event. Yesterday also represented the culmination of a weeklong challenge among Skedulo’s four global offices in San Francisco, Brisbane, Vietnam, and London. Our entire company participated in a seven day step challenge to raise money for regional Red Cross charities, raising over $8,000 in the effort. “Caring First” is a defining value for Skedulo, and the international participation showed just how much we care for the communities in which we do business. I’m also pleased to announce the winners of the 2020 Skedulo Frontline Excellence Awards. The awards recognize organizations that utilize Skedulo to transform and grow their communities through frontline service. The winners were selected among dozens of qualified nominees for their commitment to frontline work and represent some of the best of 2.7B individuals in the deskless workforce. ## Winners of the 2020 Skedulo Frontline Excellence Awards: ##### Caring First Award - The organization with a proven passion for giving. - **WINNER**:  Solace Pediatric Home Healthcare ##### Boldly Innovative Award - The company with the most creative and impactful frontline use case in 2020. - **WINNER**:  BioReference Laboratories ##### Customer Driven Award - The company with a laser focus on quality and an unrelenting focus on customer satisfaction - **WINNER**:  ServiceMaster Clean Vancouver Thanks again to everyone who participated! Miles Kelly ## Watch now: The Future of Deskless Work **The Global Frontline Experience Summit 2020 - Keynote: Matt Fairhurst CEO, Skedulo** [Watch the video](https://youtu.be/Yb3lVOcp8W8) ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/the-future-of-home-healthcare/" type: "blogPost" title: "The Future of Home Healthcare" author: "Nathan Schubert" date: "2025-10-13" description: "Learn about the drivers of growth, the challenges of home health, and the technologies enabling the future of home healthcare." lastmod: "2026-01-26" --- # The Future of Home Healthcare Published October 13, 2025 · Updated January 26, 2026 · By Nathan Schubert · 11 min read Home healthcare is growing at a rapid pace. In the U.S., employment in the home health sector is expected to [add 700,000+ new jobs per year](https://www.amnhealthcare.com/amn-insights/news/why-is-home-healthcare-growing-so-fast/) through 2031—growing three times faster than the healthcare industry as a whole. What is driving this growth? What will the future look like? And how can home health providers handle this increased demand while continuing to provide high-quality patient care? Read on to learn more about the **drivers of growth**, the **challenges of home health**, and the **technologies enabling the future** of home healthcare. ## Home Healthcare Market Factors Home healthcare spending continues to see [strong year-over-year growth](https://www.mcknightsseniorliving.com/news/year-over-year-health-spending-growth-highest-by-far-for-home-healthcare/) as providers and patients alike turn to home health options. Patients see opportunities for personalized, convenient care in a comfortable setting. Providers see the benefits of preventive care, hospital at home, aging in place, and at-home health tech. In addition, consider the complex factors in the home healthcare market: - **Aging global population: **800 million people around the world, [10% of the global population](https://www.prb.org/articles/highlights-from-the-2024-world-population-data-sheet/), are 65 and older. An aging adult population drives increases in cardiovascular diseases, diabetes, high blood pressure, and other conditions. This trend, plus limited space in traditional healthcare facilities, drives an increase in home health and mobile healthcare. - **Healthcare funding: **After a peak in 2021, funding for digital health technology startups has returned [to pre-COVID levels](https://rockhealth.com/insights/2023-year-end-digital-health-funding/). This requires health tech companies to reset expectations and seek new, creative funding sources to continue developing new health tech. - **Industry consolidation: **Mergers and acquisitions among healthcare organizations continue to shape the industry in real-time. There were [more than 2,000](https://www.kaufmanhall.com/insights/research-report/2023-hospital-and-health-system-ma-review) hospital and health system mergers from 2018-2023, and the share of community hospitals that are part of a larger system [increased significantly in the past two decades](https://www.kff.org/health-costs/issue-brief/ten-things-to-know-about-consolidation-in-health-care-provider-markets/). Financial pressure continues to drive consolidation in the market as providers seek to improve operational efficiency and stay open in underserved areas. These combined factors risk a significant long-term burden on health systems. Expanding sites of care—via home health, mobile healthcare, and distributed care—can help improve accessibility and introduce preventive care to people of all ages. ## The Future of Home Healthcare Staffing Finding and retaining skilled workers is a challenge throughout the healthcare industry: the American Hospital Association predicts a shortage of [up to 3.2 million healthcare workers](https://www.aha.org/fact-sheets/2021-05-26-fact-sheet-strengthening-health-care-workforce) by 2026. This is especially challenging in a high-growth area like home healthcare, where providers see the increased demand for more services but lack the supply of qualified, available caregivers they need to grow. Going forward, home healthcare providers will continue to grapple with: - **Attracting home health workers** and offering competitive pay - **Developing staff** through training, continuing education, and ongoing coaching - **Retaining skilled workers** with thoughtful scheduling, technology, and support to make the job easier - **Improving productivity** [and utilization](https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/) of skilled workers To address these challenges, healthcare providers must prioritize training and on-the-job support for the workforce. Creating an excellent residency program and supporting preceptors are good ways to create an environment of continuous learning and development. > “We can find better use of technology and virtual care models to create at least a 30% increase in labor productivity for our existing labor resources. The supply isn’t increasing, so you have to drive labor efficiencies and productivity through technology that also reduces the burden on clinicians.” > > — – President/CEO of a U.S. home healthcare company via Home Health News Healthcare organizations will continue to invest in high-quality technology [that workers like to use](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/)—like mobile-friendly clinical notes and digital forms—to improve job satisfaction and worker retention. In addition, providers will use smart scheduling and workforce management software to improve job matching, ensure workloads are appropriately balanced, and get real-time info about workers’ locations and statuses. These tools empower caregivers to spend more time with patients and less time on administrative work and unnecessary travel. > “It comes from creating a very efficient model of care delivery, which is predominantly focused on having the finite nursing resources and managing that to the absolute best of our ability. In our case, anything that does not have to be managed by a nurse, we take it out of their hands and we manage it by others. We don’t want them to work on those tasks. We’re focused on the execution of highly capable nurses and the things that only they can do.” > > — - Founder/CEO of a U.S. home health organization via Home Health Care News ## The Future of Home Healthcare Technology The future of healthcare depends on reliable mobile health tech. Sometimes this is cutting-edge technology, like AR and VR tools that enable new types of staff training. And sometimes it is reliable, everyday technology to enhance staff skills, like a user-friendly smartphone app that home healthcare workers can use to record visit notes, reference safety checklists, and follow up on key tasks after the visit. Here are some of the key tech trends and specific technologies to watch in the home healthcare space: #### Technology trends in healthcare There are several industry-wide tech trends affecting home healthcare: **Turning siloed tech into streamlined, integrated processes **In the past, technologies that are essential to healthcare operations—including [EHR/EMR](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), HR, billing, imaging, and more—were siloed and lacked a way to communicate and share information among systems. As software platforms advance, healthcare organizations see the benefit of technologies that not only work, but work _together. _The future of home healthcare software is integrated, interoperable, customizable, and adaptable. **Addressing user experience issues with EHR systems **EHR systems are too often cumbersome, slow, or highly particular. As technology has advanced—specifically in home health, but also in everyday life—workers have higher expectations for the tools they use. The usability, functionality, and integrations of EHR and EMR systems will be a bigger priority for home health companies going forward. **Using healthcare data more consistently **Healthcare organizations generate huge amounts of data. Organizing, analyzing, and using that data requires a commitment to data analysis. Unfortunately, [most data is not used to its fullest potential](https://www.healthcarefinancenews.com/news/most-data-generated-not-used-its-fullest-potential). Healthcare providers will invest more in the data infrastructure, specialists, and workflows to capture the right data and use it for decision-making and the personalization of care. **Home health tech on the rise **In addition to overall technology trends, there are [specific technologies](https://www.skedulo.com/blog/emerging-healthcare-technology/) driving the future of home healthcare: - **Mobile medical equipment** like portable ultrasounds, EKGs, and MRI machines support the growth of home health as a comfortable and effective environment for patient care. Mobile healthcare clinics also bring healthcare services to underserved areas and high-traffic areas where they can do the most good. - **Telehealth and virtual visits** are made possible by advances in technology, increasing internet access around the world, and policy changes. For example, the Centers for Medicare & Medicaid Services (CMS) and insurance carriers in the U.S. [expanded coverage of telehealth services](https://telehealth.hhs.gov/providers/telehealth-policy/policy-changes-after-the-covid-19-public-health-emergency) in response to the COVID-19 pandemic. - **Remote patient monitoring (RPM) **involves the use of [sensors, wearable devices, and other at-home medical devices](https://www.healthcareitnews.com/news/how-iot-transforming-remote-patient-monitoring) that collect and transmit real-time data to healthcare providers. RPM helps healthcare organizations monitor patient status and key data points—like blood pressure, heart rate, blood glucose levels, and falls—to improve communication and proactive interventions - **AI-powered tools **are being applied to [several functions of healthcare operations](https://www.skedulo.com/blog/ai-healthcare-operations-management/): AI optimization helps create and adjust staff schedules, generative AI supports financial decision-making and customer service, AI-assisted workflows automate recurring tasks like appointment reminders, and AI-enhanced claim scrubbing and data review tools reduce the rate of manual errors. - **Data analytics** help healthcare leaders make sense of massive amounts of data. This includes clinical data at scale, which helps understand patient health outcomes and demographics. It also includes non-clinical data about employee scheduling, revenue, and payer mix, which helps [improve overall healthcare operations](https://www.skedulo.com/blog/operations-management-in-healthcare/). #### How tech affects healthcare access Software, mobile apps, clinical technology, and workforce tools are essential to the future of healthcare. What does that mean for people, health systems, and regions that lack this technology? Large and financially secure providers can invest in new tech solutions more easily. But health systems in financial distress and underinvested areas may be unable to bear the costs of hardware, software, infrastructure upgrades, and maintenance required to leverage new technology. In some cases, virtual appointments and home healthcare services are an affordable way to expand healthcare beyond onsite capacity. For digital transformation to be sustainable, it also needs a regulatory and insurance environment in which it can succeed. There are some positive signs in this direction: for instance, the Food and Drug Administration launched an extended reality program to [improve the home environment](https://www.mobihealthnews.com/news/fda-launches-extended-reality-enabled-initiative-home-health-care) for patients with diabetes in rural and lower-income communities. This pilot, and others like it, will further explore how technology can bridge healthcare gaps. Going forward, look for home healthcare leaders to continue to invest in technology to achieve key goals: - **Improve patient health outcomes** - use remote patient monitoring, integrated systems, and personalized care plans to improve health outcomes - **Improve healthcare operations** - improve the efficiency and effectiveness of customer support, scheduling, IT, finance, and administrative teams - **Empower patients** - improve patient engagement with patient portals, easy communication tools, and easy self-service scheduling - **Facilitate public health responses** - use data at scale to predict, address, and monitor public health crises - **Improve worker retention** - create an excellent employee experience to attract and retain skilled healthcare workers ## The Future of Care at Home As the demand for home healthcare becomes more acute, the challenges facing home healthcare providers require creative and timely solutions. More so than in the past, they’ll look for team-based and holistic approaches to healthcare. A coordinated approach to a patient’s care results in better health outcomes and higher patient satisfaction—but it also requires careful communication and coordination among providers. Preparing for the future means optimizing efficient care delivery with a value-based approach to disease management, distributed care, and payment models. #### Value-based care By integrating personalized care strategies, preventive measures, precision diagnostics and treatments, and a focus on overall wellness, healthcare providers can offer more effective, efficient, and satisfying care experiences. This shift to holistic, mobile care delivery not only has the potential to improve individual health outcomes but also to reduce the overall burden on healthcare systems by preventing diseases and managing chronic conditions more proactively. Value-based home care achieves these outcomes through a personalized approach: - **It’s preventive** - it focuses on early detection through proactive screening, and promotes wellness and healthy aging through patient education. - **It’s integrative** - it incorporates the [social determinants of health](https://odphp.health.gov/healthypeople/priority-areas/social-determinants-health) (the non-medical social, economic, and environmental factors that inform quality of life) into the care process. - **It’s collaborative** - it prioritizes efficient and transparent coordination of care with a patient’s other providers and specialists. - **It’s comprehensive** - it brings mental health care into primary care delivery, and ensures that patients have the support they need to prevent [health risks associated with social isolation](https://www.cdc.gov/aging/publications/features/lonely-older-adults.html). - **It’s responsive **- it provides timely access to reactive treatment when a patient experiences symptoms of illness or injury. Holistic, value-based home care delivery is more cost-effective for providers and for patients. Its personalized, preventive approach helps patients stay healthier in their own environments, reducing the need for reactive treatment. Its focus on coordinated, integrated care manages risks before they lead to adverse outcomes. #### Chronic disease management Home healthcare providers deliver care in the locations where patients can best respond to them. The future of distributed care will focus on improving disease management by providing access to preventive treatment and supporting timely response to changes in symptoms or health status of patients with chronic conditions: - **Mobile medical equipment and portable clinics** provide more comfortable imaging and evaluation services for patients, and help providers reach previously underserved regions. - **Remote patient monitoring equipment**, including wearable devices, transmit vital signs and ongoing patient status to providers in real-time, optimizing disease management for conditions including diabetes, heart disease, or respiratory disorders. - **Patients are more empowered to participate** in their own care, live more independently in their own environments, and reduce the risks, complications, and expenses associated with hospitalization. Access to chronic disease management can improve when healthcare is decentralized from hospitals and distributed holistically to patients in at-home and mobile settings. #### Distributed care Distributed care moves key services from centralized locations (like hospitals) and brings them closer to patients, typically through flexible options such as telehealth, mobile clinics, and home healthcare. Distributed care improves patient access to value-based care while relieving the pressure on centralized facilities to be all things to all patients: - **Distributed care networks train and educate providers** to recommend in-home care when it’s clinically appropriate, and deliver more at-home or mobile services to patients. - **Distributed care [is ideal](https://welkinhealth.com/to-manage-chronic-conditions-a-distributed-care-model-is-key/) for patients with chronic conditions** who need ongoing, coordinated support and services from different providers and specialists. It can also reach patients who don’t have ready access to more centralized care facilities for primary and preventive care. - **Distributed care is designed to leverage home healthcare technologies** that keep patient data secure and mobile-accessible, ensuring a better overall view of a patient’s health across their complete care team. - **Distributed care is more cost-effective for both providers and patients** because it allocates providers and resources to efficiently deliver the tests and treatments necessary. There’s no question that coordination and customization of care will improve as distributed care makes home healthcare accessible to more patients. How reimbursement models associated with mobile healthcare delivery will make these benefits more equitable, however, is less clear. #### Reimbursement Models Recent years have seen a push to reform provider reimbursement to shift costs away from patients, but there’s still a long way to go. Implementing new payment models and securing physician engagement are the two biggest obstacles to moving to value- and quality-based reimbursement models. These models focus on outcomes, rather than the volume of services delivered, which means rethinking reimbursement. - While their goal is to improve the quality of care while lowering provider expenses, value-based payment models [have yet to consistently demonstrate](https://www.healthsystemtracker.org/brief/policy-issues-and-trends-2024/#Total%20out-of-pocket%20retail%20prescription%20drug%20spending,%20projections%20before%20&%20after%20passage%20of%20the%20Inflation%20Reduction%20Act) these desired cost savings. This may be because implementing some models placed undue administrative drag on providers, which in turn [decreased their interest](https://jhmhp.amegroups.org/article/view/5847/html) in participating. - Despite that mixed data about cost savings, key [value-based models were proven to provide](https://catalyst.nejm.org/doi/full/10.1056/CAT.23.0228#summary-abstract) improved care coordination, team-based care, customization of person-centered care to consider a patient’s local needs, and more efficient use of data to risk-stratify patients. - Given that home healthcare is already seen as more cost-effective in general, policymakers could [propose changes](https://pmc.ncbi.nlm.nih.gov/articles/PMC5338202/) that specifically incentivize providers and payers to participate in value-based payment models of home-based care. With its ability to efficiently deliver distributed, value-based solutions at the patient’s point of need, home healthcare is well-positioned to adapt to evolving reimbursement models. ## Prepare for What’s Next in Home Healthcare At the intersection of increasing demand, decreasing funding, and hospital consolidation, home healthcare is uniquely positioned to accommodate challenges the broader healthcare industry is facing. With a holistic approach that responds to a range of patient needs and risk levels, everything from primary care to skilled nursing can be delivered by mobile health workers in distributed care settings, taking the pressure off of centralized health systems. Mobile workforce management technology [will continue to bridge](https://www.skedulo.com/learn/future-healthcare/) critical gaps in accessibility and equity by making electronic health data more user-friendly for patients and providers, streamlining and automating administrative tasks, and coordinating care and patient monitoring in real-time. Because this tech integrates distributed settings like telehealth, mobile clinics, and care at home, mobile health workers can ramp up faster to provide more care to patients in the settings they prefer. **To prepare for what’s ahead, explore the Skedulo whitepaper on [hiring, retaining, and managing deskless caregivers](https://www.skedulo.com/resources/hiring-retaining-managing-deskless-caregivers/).** You’ll learn about the strategies being implemented in a range of fields including home healthcare, ABA and human services, and healthcare workforce development, and hear directly from providers about how they successfully attract and nurture a talented mobile workforce in a post-COVID world. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/the-history-of-deskless-productivity/" type: "blogPost" title: "The History of Deskless Productivity" author: "Craig Panigiris" date: "2021-01-04" description: "The productivity of deskless workers has long been used to measure their success. Learn how technology has changed productivity for the deskless workforce." lastmod: "2021-01-07" --- # The History of Deskless Productivity Published January 4, 2021 · Updated January 7, 2021 · By Craig Panigiris · 7 min read ![Deskless_history](https://assets.skedulo.com/assets/2021/01/HistoryDesklessProductivity_blog-header_1050x557@2x.jpg) The concept of deskless work is nothing new. Frontline workers and employees completing their daily tasks in the field have long existed, from farmers raising crops and livestock, to mobile health providers caring for soldiers in battle, to field sales representatives. But as industries and technologies evolve, so do the demands and expectations of deskless workers. Companies rely on mobile workers to deliver their products and services directly to customers, and boosting the productivity of these essential workers requires putting the right tools in their hands to stay prepared and engaged. ## What is Deskless Productivity? Because the success of [deskless workers](https://www.skedulo.com/learn/deskless-workers/) depends on the amount of work they’re able to complete (like number of appointments completed, patients seen, or machines serviced), their performance has been linked to their productivity from the start. [Deskless productivity](https://info.skedulo.com/rs/960-CDH-700/images/The%20Evolution%20of%20Work%20and%20The%20Deskless%20Productivity%20Cloud%20-%20Whitepaper%20-%20Skedulo.pdf), at its most basic level, refers to the amount of work that deskless workers can complete in a given period of time. By measuring the output of mobile workers in a consistent way—and ultimately the value they are delivering to customers—leaders can look for ways to improve the employee experience, like removing administrative hurdles, to help deskless workers be more productive. But modern organizations know that their deskless workforce consists of real people with unique backgrounds, skills, and capabilities, and, thus, their productivity should be measured not only by output, but also by how [efficient, empowered, engaged, and satisfied](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) they are while serving customers. ### The Rise of Game-Changing Technology The first technology to radically transform the deskless workforce was the automobile. With a vehicle, deskless workers could travel to and from job locations much faster and more independently than ever before. This led to an explosion in deskless work: field reps hit the road to make sales, service technicians arrived sooner to make major repairs, and healthcare providers [made house calls](https://www.skedulo.com/blog/home-healthcare-growth-and-scheduling/) to serve patients in their own homes. But even with a better means of transportation, mobile work was _far _from efficient. Deskless workers might have come into the office at the beginning of the day to get a list of their assignments, get the materials they needed, and head out to the first job site. If a customer called the main office to cancel or reschedule after the worker had already left for the day, they might show up to a job site only to be turned away—wasting precious time that could have been spent with another customer. At the end of the day, the worker returned to the office with a large stack of paperwork for the main office to process, inventory, and invoice the work completed that day. ## The Evolution of Productivity for Deskless Workers Though productivity has certainly always been a means for measuring deskless work, [modern technology](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) has emerged to support mobile employees in brand-new ways. As the number of mobile workers grows, approaching [80% of the global workforce](http://desklessworkforce2018.com/), companies need new tools to manage and engage these workers. **Get your customized demo today** Then in the early 2000s, smartphones changed everything. The rise of affordable mobile phones meant workers could stay connected to each other and get updates from the office, cutting down on redundant paperwork and unnecessary trips to and from headquarters. Mobile technology [completely transformed productivity](https://www.skedulo.com/events/the-next-frontier-of-digital-transformation-deskless-productivity/) and massively increased the number of customers serviced per day. Instead of using the office as a “home base” where information and communication was kept under lock and key, for the first time, the office could be anywhere. The worker’s car, a patient’s home, a business with a broken A/C unit—work can happen wherever the customer is. As the adoption of smartphones grew and B2B technology improved, customers felt the benefits: shorter wait times, easier scheduling processes, more advanced heads-up when circumstances changed. But businesses felt the benefits, too. Mobile technology makes mobile work easier, more predictable, and safer. Deskless work requires dealing with unique dimensions and complexity; certain factors, like weather, traffic, and location, affect deskless work in a way that simply doesn’t impact desk-based knowledge workers. Before mobile technology, the deskless workforce was beholden to these factors—bad weather or slow traffic could mean the difference between arriving on time or disappointing a customer. But advanced tools can now account for these complexities and transform them into a [competitive advantage](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) for organizations who _take_ advantage. Thus emerged weather and traffic apps to better plan ahead, communication tools to notify customers of potential delays, scheduling technologies to keep deskless workers on track, and workforce analytics to help leaders make data-driven decisions. ### Too Many Tools, Not Enough Integration But the fragmentation of these myriad apps and productivity tools left deskless workers with the burden of sorting through 5-10 different tools that need to be monitored throughout the day. They’d rely on one for checking their schedules, one for logging time, another for communicating with the back office, yet another for accessing customer information, and so on. As employers add more and more tools to the deskless workers’ tech stack, complexity and frustration grows. Training and onboarding for each new tool becomes more challenging, and different sources of truth lead to confusing or conflicting information. Managing an end-to-end workflow that makes use of 5 separate tools is problematic and error-prone, as failure in any one of these tools [puts organizations at risk](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) for a poor customer and employee experience. By bringing these tools together in a unified platform, companies can move from a fragmented ecosystem of tools to a [comprehensive digital strategy](https://www.skedulo.com/blog/digital-transformation-and-mobile-workforce/) that truly benefits frontline workers. ### More Tech-Conscious Consumers Means More Tech-Conscious Employees Technology has changed all of our lives, and as consumers we’ve become accustomed to and more apt at using tools. This impacts the way we think about work and about the products and apps provided to us by our employers. The [consumerization of the employee experience](https://www.linkedin.com/pulse/where-invest-employee-experience-consumerization-hr-phillip-yero) has been largely ignored until more recently, as organizations now shift to implement tools that are influenced by what we use in our personal lives. The personalization and user experience of work tools now influence which companies deskless employees want to work for. When employees make tangible decisions [based on the technologies](https://www.delltechnologies.com/en-us/perspectives/how-tech-savvy-millennials-are-driving-the-digital-workplace/) that will be provided to them on the job, standing out as an employer and [engaging frontline workers](https://www.skedulo.com/blog/how-mobile-workforce-management-can-support-frontline-workers/) requires investing in the right tools for the job. Tools that create a cohesive work experience for deskless workers include features like: - **Real-time communication**, so workers can stay connected to managers, customers, and each other - **Secure access to customer information**, so workers arrive [well-prepared for the task at hand](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) - **Travel optimization**, so mobile workers don’t have to find the best route on their own or switch back and forth between a work app and a navigation app - **Simple scheduling**, so deskless workers know the [up-to-date schedule](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) at all times and quickly communicate changes or conflicts - **Safety tools, **so workers can run through [safety checklists](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/), do on-the-spot assessments, and share their location in case of an emergency Organizations with a deskless workforce must appreciate and support the entire workflow with strong tools, because failing to do so puts them at risk for only being able to optimize slivers of their mobile workers’ day. If a company arms their deskless workers with one weak tool that doesn’t properly perform, the investments they’ve made across their entire fragmented approach will also be unsuccessful. ## How Deskless Productivity Software Fits In Deskless productivity software covers a greater breadth and depth of management needs than a fragmented strategy of finding and implementing tools for deskless workers. Investing in and implementing deskless productivity software gives organizations flexibility and data around the business model they’ve already been building. Digital transformation or technology decisions should be based on how flexible a particular platform is to meet your specific use case—your existing tech stack, your pain points, and the needs of your workers and customers. To gain as much value as possible, [look for a solution](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) that is greater than the sum of its parts. While each element of most solutions contributes to productivity, a team with a strong end-to-end platform will have a significantly [better operational experience](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) than those who use a more fragmented approach. The advantage of a strong, cloud-based deskless productivity platform lies in the ability to simplify complicated end-to-end workflows and put humans at the center of productivity. After all, the foundation of a deskless organization is made up of the deskless workers who serve customers every day! When workflows make sense, without any unnecessary steps, it empowers mobile workers to be more productive, efficient, and engaged, which translates to higher [customer satisfaction](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). And when they have a centralized, user-friendly platform that incorporates this whole workflow—one app to see the schedule, confirm appointments, get customer data, and anything else they might need—they provide better service from the very first customer interaction. With a deskless productivity cloud, mobile workers benefit from improved communication (to both customers and coworkers), optimized routing, real-time scheduling and updates, a central location to [capture field data](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), and more—all in one succinct place. These combined capabilities remove traditional barriers to deskless productivity and enhance both the customer and employee experience. ## Boost The Productivity of Your Deskless Workforce While the landscape of the deskless workforce has evolved, one thing remains constant: a company’s success relies on the productivity of its mobile workers. Transformations in technology have made it possible for deskless workers to better serve customers (and serve a larger number of customers) through improved efficiency, productivity, and engagement. [Skedulo’s Deskless Productivity Cloud ](https://www.skedulo.com/platform/)eliminates the fragmentation of multiple productivity apps, and instead empowers your deskless workforce with a single, intelligent solution. It provides the depth required to manage your end-to-end workflows, all with a human-centric approach to productivity. Learn more about how mobile-first, cloud-based deskless productivity software can [increase the efficiency and impact](https://www.skedulo.com/blog/what-is-deskless-productivity-software/) of deskless workers, or book a [demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… - [Refreshing a Brand with Good Bones](https://www.skedulo.com/blog/brand-refresh/) — September 28, 2022. First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding d… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… --- --- url: "https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/" type: "blogPost" title: "The Importance of Efficient Employee Scheduling for Predictable Business Outcomes" author: "Craig Panigiris" date: "2021-12-13" description: "Efficient employee scheduling is vital for a productive deskless workforce. Learn how a good process boosts the customer experience and your bottom line." lastmod: "2021-12-13" --- # The Importance of Efficient Employee Scheduling for Predictable Business Outcomes Published December 13, 2021 · By Craig Panigiris · 8 min read At one point or another, most of us have faced the frustration of waiting for a cable or repair person to arrive between 1pm and 4pm, only for them to finally arrive at 6pm. As a customer, it’s often an inconvenient, irritating reality of scheduling and receiving a service—and one that drives us to switch to another service provider. On the business’s end, this all-too-common situation indicates overarching inefficiencies in the scheduling and time management of dispatched employees. It’s a familiar challenge for companies who rely on deskless workers to deliver their products or services, as the complexities of scheduling mobile employees (e.g. lack of visibility, poor communication, and insufficient tools) hinder their success. But society is coming to rely more and more on deskless workers, who now make up [80% of the workforce](http://desklessworkforce2018.com/). For organizations to ensure an excellent experience (for customers and employees alike) and remain competitive within their respective industries, they need a strong, efficient scheduling and dispatching process. It’s an integral part of operational excellence and enables more accurate forecasting, predictable business outcomes, and—ultimately—an improved bottom line. While common challenges in scheduling and dispatching can threaten your organization's ability to operate efficiently and deliver exceptional customer service, a strong practice (backed by a powerful solution) can help streamline your business to boost revenue. ## The Difficulties of Scheduling and Dispatching Any inefficiencies in your scheduling and dispatching process can diminish your ability to provide an [excellent customer experience](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/), which, in turn, can negatively impact revenue. Some common challenges that limit scheduling success include: ### Lack of transparency into employee pool Companies with a deskless workforce, especially those in the healthcare, utilities, and field service industries, must schedule and readily dispatch employees with specific certifications and expertise in order to adequately meet customer needs. It’s also essential to match mobile workers to jobs based on their seniority, vacation schedules, and previous customer history. But it can be difficult for both small and large companies to organize, update, and leverage this information, especially if they rely on manual scheduling and dispatching methods. Visibility into staffing helps drive related business objectives and outcomes; like when you might need to start recruiting for more employees, how you should prioritize based on [productivity metrics](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/), and where you can optimize processes to streamline operations. But if your scheduling and dispatching process doesn’t offer transparency into your employees’ current locations, availability, and work in progress, you can’t possibly understand individual performance, broader customer demand, and whether or not your team is meeting client expectations. ### Lack of communication with employees It’s no secret that a lack of proper communication between deskless workers and their supervisors, managers, and customers can cause extreme operational inefficiencies. So why do so many organizations struggle to enable real-time contact between relevant teams and individuals? It often boils down to fragmented tools, which require mobile workers to toggle between email, phone calls, texts, and other messaging apps to receive and send updates from the field. In an effort to [better support their deskless employees](https://www.skedulo.com/blog/the-history-of-deskless-productivity/) by leveraging a variety of technologies, companies actually end up burdening them with too many tools, which limits their productivity, decreases their satisfaction, and leaves them unprepared to do their best work. > Companies with effective communication are 50% more likely to have lower turnover rates, so it’s crucial to implement scheduling and dispatching processes and tools that facilitate clear communication. If your mobile workers can’t seamlessly communicate schedule changes, potential delays, or the need for extra resources, their performance, engagement, and ability to satisfy customers can deteriorate. ### Inability to adapt to changes Deskless work, by nature, is dynamic, and maintaining mobile workers’ schedules is an ever-changing process. Employees call in sick, have family emergencies, and take time off, so if your scheduling processes and tools [aren’t flexible enough](https://www.skedulo.com/blog/free-employee-scheduling-tools-wont-help-you-scale/) to handle these changes in real-time, you risk no-shows, employee burnout, and poor customer service. A reactive approach is stressful and takes precious time from staff schedulers, who must track down available, qualified replacements at a moment’s notice. As daily (and hourly) schedule changes occur, traditional scheduling tools—like spreadsheets and email—just won’t cut it. They don’t offer the visibility, flexibility, and functionality for handling those inevitable last-minute changes. Over-booking, double-booking, or emergency booking lead to an operational nightmare and an inability to sufficiently serve customers. Over time, these issues affect the perception and quality of your brand and drive customers into the arms of your competitors. ### Providing necessary equipment and materials Your deskless workers can only perform well if they have access to the necessary tools for support. They need the proper equipment, documents (e.g. contracts, training materials, customer information, and manuals), field data collection tools, and vehicles to do their jobs. Traditional scheduling software and manual tools don’t offer the capabilities you need to forecast demand, anticipate customer needs, or help your deskless workers understand which specific tools they need on any given job. They make it difficult for field workers to access the right information and request assistance, different equipment, or additional resources to get the job done right the first time. ### Inadequate software solutions Though [the number of deskless workers has increased](https://www.skedulo.com/learn/deskless-workers/), most software solutions aren’t keeping pace with employee needs. They offer a fragmented approach to scheduling and [deskless productivity](https://www.skedulo.com/blog/what-is-deskless-productivity-software/), with disparate tools that only address individual issues. Organizations often fail to realize the unique needs of their mobile workforce and invest in the wrong technologies, leaving employees ill-prepared to serve customers efficiently and productively. Inadequate scheduling tools impact the employee experience, too, since they aren’t robust enough to take into account all of the details that affect daily operations. Mobile workers often have to travel from one side of town to the other for jobs, which means they spend more time in the car and less time doing what they do best: serving customers. [Deskless workers](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/) want autonomy, influence over their own schedules, and predictability in their work, and failing to meet those desires impacts employee morale and increases turnover rates. > Since companies with engaged workers are 21% more profitable than those that fail to engage their employees, it’s crucial that the software you leverage is tailored to fully support and engage your mobile workers. Plus, the consumerization of apps has led to an increased expectation of the technologies that employers provide for their staff, so if the tools you choose don’t hold up to those standards, you risk losing your top talent. The good news is that there are modern software solutions that take a holistic, optimized approach to scheduling and dispatching. They support the needs of an increasingly mobile workforce, with tools for intelligent job matching (based on location, qualification, preference, and more), automated dispatching, and centralized communication. Because these technologies eliminate the need for manual scheduling, they streamline operations, [improve productivity](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/), and enable your mobile workers to focus on delivering excellent customer service—all while boosting your bottom line. ## Solutions for Efficient Scheduling Your mobile workers should feel satisfied and empowered by your company’s scheduling practices. By implementing some key best practices—and leveraging robust and adaptive tools for support—your organization can overcome the obstacles associated with scheduling and dispatching its deskless workforce. ### Define your needs It’s difficult (if not impossible) to [build a successful scheduling process](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) without first establishing what you’ll need. Thus, it’s crucial to identify the skills, equipment, and number of deskless workers required on any given shift so you can allocate your resources accordingly. Powerful software solutions can help set rules and permissions for specific tasks, which enables staff schedulers to balance scheduling requirements based on your customers’ needs, workers’ availability, and overall business objectives. ### Build your team based on skills It’s vital to build shifts around your existing employee pool, including their locations, availability, skills, certifications, job history, and seniority. A [home healthcare organization](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/), for instance, should give scheduling priority to its most qualified and experienced home health providers. This helps to ensure both employee satisfaction and a positive customer experience, as clients are met by seasoned caretakers who are well-equipped to provide excellent care. Some software can store mobile workers’ skills and expertise, and can programmatically dispatch qualified employees to customers needing their specific expertise. Optimizing your team and schedules based on these details helps you to avoid the need for repeat visits that arise when employees are matched with the wrong job—which improves workforce productivity and efficiency. ### Real-time communication/adaptability is key The ability to communicate with your deskless workers and customers in real-time is essential for ensuring preparedness, providing detailed updates, and accessing broader company news. Customers have come to expect instant viability of service thanks to apps like Uber and Grubhub, and providing that same level of support also extends to their interactions with deskless workers. Intelligent scheduling technologies have centralized communication capabilities, with tools that send automated booking confirmations, appointment reminders, arrival updates, and feedback forms. Mobile workers can access their schedules and interact with their colleagues in a [single, user-friendly app](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), so nothing falls through the cracks. The result is a more [streamlined operation](https://www.skedulo.com/solutions/operations/) that increases workflow efficiencies, drives collaboration, and supports better customer interactions every step of the way. ### Collect and analyze data A key part of improving operations, uncovering potential inefficiencies, and making strategic decisions is the ability to capture and analyze workforce data. You need real-time data that can help you measure individual performance and employee effectiveness (among other things) to help you optimize your scheduling and dispatching process—which means you need tools that enable easy [data collection in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/). With the right data, you gain visibility into revenue-generating activities and workflows, [key metrics](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) that impact business decisions, and information that can improve customer service and profitability. Armed with a complete view of your organization’s overall health, you can make more precise predictions to capitalize on revenue opportunities. [Some scheduling tools](https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/) offer streamlined, secure mobile data collection and customized reporting to help you quickly identify negative customer trends and opportunities for growth, all without requiring the tedious, manual data entry methods of the past. [Actionable insights](https://www.skedulo.com/blog/introducing-advanced-analytics/) help you ameliorate problems before they become larger issues, so you can drive better business outcomes with minimal disruptions. ## Efficient Scheduling for Streamlined Operations A strong, efficient scheduling and dispatching process is the cornerstone of a successful deskless workforce. Getting it right means increasing visibility, offering flexibility for changing dynamics, and enabling real-time communication between mobile employees, back-office workers, and customers. By eliminating the challenges surrounding manual and [inadequate scheduling practices](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/), organizations can reduce operational efficiencies and boost their ability to provide competitive customer service. And when you implement scheduling tools and processes that center around robust, trustworthy data collection and analysis, you can ensure more [accurate financial forecasting](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams/) for highly predictable outcomes. Skedulo offers [intelligent scheduling and dispatching software](https://www.skedulo.com/product/field-scheduling/) that helps businesses streamline processes and drive operational efficiency. With robust tools for automated scheduling, easy data collection, and seamless integration with existing systems (including Quickbooks, Kronos, Salesforce, and more), Skedulo can boost the productivity of your deskless workforce for a better bottom line. Learn more about how Skedulo can [improve ROI](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) for businesses with a mobile workforce, or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/" type: "blogPost" title: "The Future of Food Service: How Sodexo is Leading the Way" author: "David Wabel" date: "2022-08-16" description: "Brent Bloomberg, CTO at Sodexo North America, joins The Modern Workforce to discuss how Sodexo stays ahead of the game and makes informed decisions." lastmod: "2022-08-16" --- # The Future of Food Service: How Sodexo is Leading the Way Published August 16, 2022 · By David Wabel · 4 min read How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… ## The Modern Workforce: The Future of Food Service: How Sodexo is Leading the Way **w/ guest Brent Bloomberg** CTO at Sodexo North America [Listen to the episode: The Modern Workforce: The Future of Food Service: How Sodexo is Leading the Way](https://embed.sounder.fm/play/456286) How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a global food services company with expertise in retail and brands, food delivery, vouchers, and digital food ordering services. They even have a home service business that serves 100,000,000 consumers every day. Faced with revolving challenges, Sodexo could become obsolete within the next decade if they don’t make the right changes. Evolving with the consumer needs, environmental context, and competition is necessary for food service to remain relevant and successful. Fortunately, leadership in Sodexo is making moves to capitalize on the changes accelerated by the pandemic. ## Sodexo’s innovation throughout the pandemic The pandemic didn’t spark changes in the industry. Instead, according to Brent Bloomberg, it just accelerated them. Traditionally, the workforce ate at or near the office, college students invested in a required University meal plan, and others ate together. However, emerging technologies have exploded, creating food service options that were unavailable previously. With the ability to order food from nearby places with services such as Doordash, UberEats, and Postmates, the catering industry has also had to adapt. Rather than serving food to the masses in kitchen and dining hall settings, many catering services are now offering delivery. Sodexo has continued to serve millions of people daily by adapting to some of these changes and embracing the ability to deliver. However, above all else, Sodexo focuses on its workforce. Brent explains, “The whole leadership team exists to enable, empower, and support our workforce.” Touting impressive diversity, the workforce within Sodexo’s food service has many strengths and skills. By adapting to the needs of this workforce and becoming flexible in the face of supply chain issues, emerging competition, and remote working, Sodexo has remained competitive through troubling times. ## New technology and methods, and when to be cautious With new technologies constantly emerging and promising to solve all your business challenges, it can be tempting to jump in head-first. While Sodexo has regained traction by implementing specific new technologies and methods, they exercised great caution when deciding which to invest in. Brent Bloomberg suggests that other businesses do the same. It all goes back to supporting the workforce. You have to ask the question, “what is mission critical, and how does it work for our workforce?” according to Brent. Like any other critical business decision, business leaders should assess new technologies and methods to determine whether they fit into the organization's value proposition. They should also consider whether the latest systems and technologies can be reasonably adapted to the existing infrastructure instead of investing in changing or replacing the infrastructure. While new technology may work for one organization, it may fail in another. Sodexo is no stranger to change. According to Brent, they have partnered with a company to deliver food to on-campus students via robot. In addition, Sodexo invested heavily into developing cafeteria and dining facilities on campus, so utilizing that space and workforce are essential. Adapting to incorporate the new technology that meets the needs of consumers and employees while using the existing critical infrastructure is a complex formula for long-term sustainability. ## The future of employee needs and how Sodexo is preparing to meet them In addition to addressing the challenges accelerated by the pandemic, Sodexo is preparing to meet the changing needs of future employees and consumers. The modern demands of the food service industry have required Sodexo to change how they prepare and serve food. For example, they had to adapt to offer individual servings instead of breaking down food into pans. However, the workforce and their core values and skills must also adapt to meet existing and future changes. Brent suggests that the future workforce needs to be: - More technical - More creative - More connected Organizations should begin preparing employees now because future changes are already unfolding. The workforce should be more technical to work with and adapt to changing technologies. Creativity will also play a role because the systems currently being developed are only in a beta stage. They will require agile reaction and adjustment, problem-solving skills, and adaptability. The future food service industry will need their workforce to interact with this new technology. However, they will also play a vital role in its development. Finally, the workforce of the future will need to be more connected. Employees will be responsible for serving as the vehicle for future changes. Working together in collaboration to ease workplace transitions and best serve the needs of consumers will be vital. Sodexo has already begun training and development for employees and continues to shape its value proposition to attract ideal innovative minds to the company. Trailblazing the way, Sodexo has invested in leadership and development in the food service industry. ### Brent Bloomberg — CTO at Sodexo North America Brent is Sodexo North America's Chief Transformation Officer leading strategy, growth, and data-driven innovation. Since 2021 Brent has been a member of the Sodexo North America's Regional Leadership Committee. Sodexo is one of the world’s largest employers and a world leader of food services, facilities management, and more. In North America, Sodexo's team of over 100,000 frontline workers and site managers serve more than 20 million consumers daily in away-from-home settings including corporate offices, hospitals, schools, universities, manufacturing sites, and sports stadiums. Brent joined Sodexo from Oliver Wyman. Most recently, as a Principal in the Services and Commercial Effectiveness practice groups where he specialized in B2B growth strategy and organizational effectiveness for large corporate and private equity clients. Connect with Brent on LinkedIn ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/innovation-in-mobile-tech-and-ai-for-clinical-trials/id1601675122?i=1000555498573) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/NzlmZTNmNDktMTIwZS00ZTJlLWFhMWUtZjg2MjU0MDc3ZmRm?sa=X&ved=0CAUQkfYCahcKEwiA6Lfez5H3AhUAAAAAHQAAAAAQCg) - [Listen to podcast on Spotify](https://open.spotify.com/episode/05BNxa2PPnBasJavrRiZfU?si=aoWW5DQZRAqyJM-vJfOk2w) ## Related posts - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… - [How the Energy Industry Pivoted from Horseback to Drone Tech w/ Jay Fleming](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-jay-fleming/) — May 10, 2022. Even until late 2015, pipeline workers were riding horses up and down the lines. Today, the energy industry has gotten proactive with state-of-the-art drones. Highlights from our conversation with Jay Fleming, Vice President - Gas Operations at NV5: How drone technology transformed the energy indus… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-darcie-peacock/" type: "blogPost" title: "How Solace Enables Clinicians to Spend More Time on Care" author: "David Wabel" date: "2022-02-18" description: "Darcie Peacock, CEO of Solace Home Healthcare, talks about Solace's mission, life on the road, and the move to an electric fleet on The Modern Workforce." lastmod: "2022-08-11" --- # How Solace Enables Clinicians to Spend More Time on Care Published February 18, 2022 · Updated August 11, 2022 · By David Wabel · 3 min read Being a traveling clinician is a position of honor and high necessity, but not always the easiest job — with extreme weather, isolation from co-workers, and mileage on the road. If you’re one of these road warriors, make sure you’re prepared with the best advice and a company working to enable you… ## The Modern Workforce Podcast: How Solace Enables Clinicians to Spend More Time on Care **Darcie Peacock** [Listen to the episode: The Modern Workforce Podcast: How Solace Enables Clinicians to Spend More Time on Care](https://embed.sounder.fm/play/244909) Being a traveling clinician is a position of honor and high necessity, but not always the easiest job — with extreme weather, isolation from co-workers, and mileage on the road. If you’re one of these road warriors, make sure you’re prepared with the best advice and a company working to enable you. We’re talking with [Darcie Peacock](https://www.linkedin.com/in/darcie-peacock-6228aa32/), Chief Executive Officer at [Solace Home Healthcare](https://www.linkedin.com/company/solace-healthcare/), about Solace’s mission, life on the road, and transitioning to an electric fleet. Join us as we talk about: - What Solace does & their company mission - The challenges of being a traveling clinician & reducing environmental impact - Applying Disney customer service strategies at Solace - Initiatives this year at Solace ### What Solace does & their company mission Not all professional care takes place in a medical facility. Sometimes it can be done within the comfort of your own home. Whether it be therapy, nurse assistance, or family caregiving, all these services can be provided by traveling clinicians through organizations such as Solace Home Healthcare. Providing the mentioned pediatric home health services, Solace’s mission, outlined by Darcie, “is to provide exceptional care to our families, support these families in the community in their home, work with them in the natural environment, and ultimately help these families live their best lives.” ### The challenges of being a traveling clinician & reducing environmental impact > “We want to serve these kids. We want to serve these families. And we're not doing our part if we're not taking care of our team who ultimately does the hard work.” > > — Darcie Peacock Taking on the life of a traveling clinician can be highly rewarding, but with its fair share of challenges. Being aware of these small but important barriers can help you avoid them when possible but to prepare for the worst as well: - Knowing the safe gas stations to stop at - Food preparation for the car ride (_peanut butter & jelly gets old_) - Preparing for hot and cold weather while driving - Emotional toll due to isolation ### Helping the environment As a clinician is busy navigating the challenges of driving house to house, it might not come to mind just how impactful all that driving is to the environment. That’s where Solace has been stepping in and focusing on initiatives to keep clinicians focused on patients. One big initiative is to condense clinicians to specific areas rather than have them drive long distances that could be covered by someone close. For example, houses A & B are within a mile of each other. Same goes for houses C & D. If Tom is driving to A & C and Mary is driving to B & D, they’re both losing out on time spent with patients and wasting more time on the road. ### Initiatives this year at Solace Solace has received reviews recently that are coveted by the healthcare industry — professional, friendly, confident, creative, patient and supportive. And a big part of that is due to the diligence of removing barriers for their clinicians but also by the initiatives they continue to support. Darcy shares a recent project with us: - **Technology update: **Home health has been left behind in some ways — such as relying on fax or driving documentation to an office. Solace is providing a digital alternative to that for partners. > “It's about always making sure that we're thinking through a day in the life of our employees.” > > — Darcie Peacock To make sure you never miss an episode of The Modern Workforce podcast, subscribe on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or our [website](https://www.skedulo.com/blog/). ### Darcie Peacock — CEO, Solace Pediatric Healthcare Darcie Peacock’s commitment to connecting children and families with individualized, meaningful resources began as a social worker for child protective services in 2004. After receiving her master's degree in occupational therapy from Washington University School of Medicine, her impetus for working in a setting that combined her passion for advocacy and healthcare access led her to support families in the home health setting. As Solace’s CEO, she has led its success in becoming the largest, most successful pediatric home health company in the state of Colorado. Connect with Darcie Peacock on LinkedIn ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/how-solace-enables-clinicians-to-spend-more-time-on/id1601675122?i=1000550443640) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/NmExOTQ3ZGMtNDYzMy00MGNmLTg1YjEtMzZmMGM4MTdiODUw?sa=X&ved=0CAgQuIEEahcKEwiojOSAwIj2AhUAAAAAHQAAAAAQAQ) - [Listen to podcast on Spotify](https://open.spotify.com/episode/2WzrUv00YNFavKcFU2rWLd) ## Related posts - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… - [Refreshing a Brand with Good Bones](https://www.skedulo.com/blog/brand-refresh/) — September 28, 2022. First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding d… - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-dirck-schou/" type: "blogPost" title: "Augmented Reality Can Transform Workforce Capability w/ Dirck Schou" author: "David Wabel" date: "2022-04-23" description: "Taqtile CEO and co-founder Dirck Schou on how augmented reality is cutting training and maintenance time and costs for industrial manufacturers." lastmod: "2022-06-17" --- # Augmented Reality Can Transform Workforce Capability w/ Dirck Schou Published April 23, 2022 · Updated June 17, 2022 · By David Wabel · 2 min read With the rise of AR technology, people are worried about more technology replacing workers. What if AR tech could be used not to replace jobs, but to create them? Hear our conversation with Dirck Shou, CEO & Co-founder at Taqtile: How Taqtile’s Augmented Reality platform is significantly reducing t… ## The Modern Workforce: Augmented Reality Can Transform Workforce Capability **w/ Dirck Schou** CEO & Co-founder at Taqtile [Listen to the episode: The Modern Workforce: Augmented Reality Can Transform Workforce Capability](https://embed.sounder.fm/play/308911) With the rise of AR technology, people are worried about more technology replacing workers. What if AR tech could be used not to replace jobs, but to create them? Hear our conversation with [Dirck Shou](https://www.linkedin.com/in/dirckschou/), CEO & Co-founder at [Taqtile](https://taqtile.com/): - How Taqtile’s Augmented Reality platform is significantly reducing training and maintenance time and costs for industrial manufacturing companies How could AR reduce technology costs and meet the needs of frontline workers? Let's find out. ## Who Is a Frontline Worker? A frontline worker might be an industrial worker or they might be a server in a restaurant. They might be a surgeon or a nurse. Put simply… > A frontline worker is anyone who doesn’t sit behind a desk. Whatever their title, frontline workers hold one thing in common: their work is often rigorous and sometimes dangerous. ## How AR Technology Reduces Costs During COVID, a major supplier lost a swathe of its most experienced workforce. As a replacement, they hired young interns who had to be trained on the equipment and the operational procedures. This company created 50 processes over many different pieces of equipment. It didn't take long to see that people could get by with much less training on most of the machines. Company leaders realized they could hire people with a strong baseline skillset and just let them loose with unbelievable technology. Technology always sounds expensive, though, right? It runs up the expenses. Not so. The new technology didn't take long to pay for itself, however. This company discovered they could take training from three weeks to three days, reduce loss and waste, and save $20,000 a shift. Technology, they found, was gold because it empowers humans. After all, if you could train someone in three weeks or three days, which one would you pick? ## Augmented Reality Empowers Frontline Workers The promise of a ubiquitous wearable transparent compute device that responds to what you tell it to do means an opportunity for the 80% of the workforce that's not sitting behind a desk. It's an incredible opportunity. For frontline workers, an appropriate compute device is durable yet transparent. Technology cannot obscure their vision and must be unobtrusive. Think about it like this: If you're operating a piece of machinery, and your vision cuts out, people could die. Industrial environments are dangerous. That's why companies post signs above their doors that say, "Safety is our number one priority. It's been XX days since our last accident. Let's keep up the good work." ### Whatever you think of AR, the fact remains that… We're going to have to cope with certain new realities. - **Skilled workers are retiring**. +10% of our skilled frontline workers left in one fell pandemic-related swoop. - **Technology is advancing**. Yes, the robots are coming. No, they won't replace us. Frontline workers have relied on digital tools for years. - **Augmented Reality can stem the silver tide**. It lets skilled labor workers continue to use their knowledge and experience without requiring them to perform physical labor. As Dirck says, “This is not a replacement technology, this is an extension and enablement technology.” _To make sure you never miss an episode of The Modern Workforce podcast, subscribe on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or anywhere you get podcasts._ ### Dirck Schou — CEO & Co-founder at Taqtile Dirck has over 20 years in business development in the technology sector and extensive experience building companies. He has focused on identifying early technologies that will revolutionize various aspects of the enterprise and building compelling real-world use cases and business models that scale. Dirck has been involved in two IPO’s and an acquisition including running the Western North America and Asia divisions of nCipher when it IPO’d in 2000. Connect with Dirck Schou on LinkedIn ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122?i=1000556572551) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/MjAwOWZjYTYtYWE2ZS00N2MxLWFkNmEtYmY5MTU0YzkzMTkx?sa=X&ved=0CAYQkfYCahcKEwjI9vLXiaj3AhUAAAAAHQAAAAAQNg) - [Listen to podcast on Spotify](https://open.spotify.com/episode/2rS6LqbFDe9Sx5zGCntgd8?si=INYNVBKJQMKetJMhh9PX8A) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-jay-fleming/" type: "blogPost" title: "How the Energy Industry Pivoted from Horseback to Drone Tech w/ Jay Fleming" author: "David Wabel" date: "2022-05-10" description: "On The Modern Workforce, hear our conversation with the VP of Gas Operations, Jay Fleming on how the Energy Industry Pivoted from Horseback to Drone Tech." lastmod: "2022-06-17" --- # How the Energy Industry Pivoted from Horseback to Drone Tech w/ Jay Fleming Published May 10, 2022 · Updated June 17, 2022 · By David Wabel · 2 min read Even until late 2015, pipeline workers were riding horses up and down the lines. Today, the energy industry has gotten proactive with state-of-the-art drones. Highlights from our conversation with Jay Fleming, Vice President - Gas Operations at NV5: How drone technology transformed the energy indus… ## The Modern Workforce: How the Energy Industry Pivoted from Horseback to Drone Tech **Jay Fleming** [Listen to the episode: The Modern Workforce: How the Energy Industry Pivoted from Horseback to Drone Tech](https://embed.sounder.fm/play/347225) Even until late 2015, pipeline workers were riding horses up and down the lines. Today, the energy industry has gotten proactive with state-of-the-art drones. Highlights from our conversation with [Jay Fleming](https://www.linkedin.com/in/jay-fleming-016aba134/), Vice President - Gas Operations at [NV5](https://www.nv5.com/): - How drone technology transformed the energy industry - Using data preemptively to save human labor - A deep dive into solar and wind energy versus natural gas Energy resources will play a vital role in shaping the future — let’s dive in! > “I give credit to the younger generation, the new workers. They figured out the secret to life/ work balance.” > > — Jay Fleming, Vice President - Gas Operations, NV5 ## Trial by fire Technology has changed everything, and today’s energy workers on the ground have a very different experience than they did back in Jay’s day. He went from distinguished military service to civilian life and found his calling as a safety inspector after the massive San Bruno pipeline explosion in 2010. Armed with a construction management degree from the University of Alabama, he worked long hours out in the energy fields of California to ensure such a tragedy never occurred again. ### From dust to data Starting at 4am and frequently working into the night, Jay and his team covered miles of rugged terrain, wherever the line went. Inspectors used horses to reach the most remote areas. Now, NV5 has a cutting-edge geospatial program that provides complete monitoring and analytics and prevents disastrous accidents. His workers no longer need to be cowboys — they need to be technologically savvy. > “The geospatial aspect does not mitigate the fact that people still have to access these remote areas, but it does give us a heads up to be more preemptive versus reactive.” > > — Jay Fleming, Vice President - Gas Operations, NV5 ### Jay Fleming — Vice President of Gas Operations Jay Fleming is Vice President of Gas Operations at NV5, one of the largest engineering services companies focused on energy. With more than 100 offices nationwide and abroad, NV5 helps clients plan, design, build, test, certify, and operate projects that improve the communities where we all live Connect with Jay on Linkedin ## Work smarter Jay points out that pipeliners were often on the road for six months or more and had as high a divorce rate as the military or police. Working such long hours takes a mental and physical toll. The younger generation didn’t want to watch their kids grow up via webcam, so they figured out how to accomplish the job while still enjoying the good things in life. ### Tech and staffing Industry inspectors in the field are still crucial. But with the help of drones and iPads, they’re using their time much more effectively. Today’s energy workers are leveraging technology to do more, faster. These are also not the kind of folks who want to be chained to a desk. > “Natural gas will always have a mainstay. We're just going to get smarter with it.” ## A workforce of the future Saving the planet means shifting to solar, wind, and hydropower, and building that infrastructure will take an enormous amount of intensive labor. But natural gas is here until then, and perhaps beyond. “They're going to continue to find out ways to make it more efficient, cleaner, and more cost-effective,” he said. Pipeline workers will continue to be a vital resource. ### Location, location The US has plenty of areas where harvesting the power of the sun and wind makes perfect sense. But what will pick up the slack if it’s calm or if massive solar farms are covered in snow? Jay’s excited about the possibilities of offshore wind turbines and a new methane capture project. Why not explore every possible avenue for renewable energy? We’re going to “figure out a way,” Jay promises, “to be really smart with our energy and resources.” _To make sure you never miss an episode of The Modern Workforce podcast, follow us on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or our [website](https://www.skedulo.com/blog/)._ ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/growing-fairly-how-to-build-workplace-opportunity-and/id1601675122?i=1000558345742) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/MTBiZGRiNWYtM2ZlMS00NmEwLWJjYzQtNGFjNjQyZjgyZmFj?sa=X&ved=0CAgQuIEEahcKEwjgn72J59L3AhUAAAAAHQAAAAAQLA) - [Listen to podcast on Spotify](https://open.spotify.com/episode/0YC5oWGNamLoToPl14OsDl?si=4fe64dfefd67497a) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/" type: "blogPost" title: "The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan" author: "David Wabel" date: "2022-06-14" description: "Lee David Milligan, SVP and CIO at Asante, explores how advanced medical technology can bring quality healthcare to a wider community." lastmod: "2022-06-24" --- # The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan Published June 14, 2022 · Updated June 24, 2022 · By David Wabel · 2 min read What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… ## The Modern Workforce: The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid **Lee David Milligan** [Listen to the episode: The Modern Workforce: The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid](https://embed.sounder.fm/play/391923) What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with [Lee David Milligan](https://www.linkedin.com/in/ldm007/), SVP & CIO at [Asante](https://www.asante.org/): - Recruitment, retention, and employee enablement - Repurposing on-prem spaces and supporting remote workers - How technology supports the notion of the hospital at home > “My number one priority as CIO is to focus on recruitment and retention.” > > — Lee David Milligan, Asante ## Transition and tech Lee is a “recovering ER doc” with a passion for technology. He’s driven to make a positive impact by improving processes for both patients and staff at Asante. Asante is a massive healthcare provider in the Pacific Northwest, with over half a million patients. Almost 6,000 employees enjoy a strong organizational culture that’s heavily focused on community. The data flow is immense as they work to build comprehensive electronic healthcare records (EHR) for every person they serve. Some teams were beginning to explore more flexible work environments before the pandemic. But since Covid, the infosec concerns have increased dramatically. How do you ensure HIPAA compliance in a non-secure environment? ### People power Asante’s mission is highly people-oriented. To deliver the best possible care while adapting to pandemic realities, Lee has developed a unique hybrid approach that combines on-prem data storage, field teams, remote workers, and patient care professionals. He’s also focused on understanding the needs of his team members when it comes to issues like sourcing quality childcare. As a father of four, Lee is quite familiar with the challenges of parenting while working from home. As SVP, he steers Asante to be the employer of choice and attracts top talent. ### Multifunctional space With the shift to remote work, beautiful modern facilities and office spaces were sitting empty and valuable resources were going to waste. Over 80% of his staff were working from home. Lee was able to leverage this chance to create versatile multipurpose medical stations that benefit both patients and remote staff with state-of-the-art tech. ### Hospital at home In a significant number of cases, technology is enabling at-home treatment to be safer, more cost-effective, and result in better patient outcomes. While people feel more comfortable in their own place, providing quality care away from a traditional hospital setting offers up a host of complicated issues. Lee believes there is significant opportunity as well. He visualizes a central operational software platform that understands each use case and coordinates all of the relevant information, from patient vital signs to delivery of medicines. This will let you build a comprehensive electronic health record that organically aligns with your telehealth presence. Everything is documented and interconnected so field clinicians can deliver the best care, whether they’re bedside or via video conference. Lee is also vastly inspired by the success of the world-renowned Mayo Clinic in developing cutting-edge home care plans in Florida, Arizona, and Minnesota. Under Lee’s guidance, Asante is exploring exciting new ways that advanced medical technology can bring quality healthcare to a wider community — while attracting and retaining top-tier talent. _To make sure you never miss an episode of The Modern Workforce podcast, subscribe on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or our [website](https://www.skedulo.com/blog/)._ ### Lee David Milligan — Sr. Director of Global Operations at Thermo Fisher Scientific Lee Milligan, MD, graduated from George Washington University School of Medicine in 1997 and UCLA Emergency Medicine internship/residency in 2000. He began practicing at Asante upon graduation. Since 2012, he expanded his work to include roles in Asante ITS and Clinical Informatics. He is Vice President of Medical Informatics, and serves on the Asante Board of Directors and the Asante Physician Partners Board of Directors. Dr. Milligan was raised in Erie, Pennsylvania and attended the University of Utah for his undergraduate studies. He and his wife, Jennifer, have four children: Sean, Jake, Molly and Danny. In his free time, he likes to spend quality time with his family outdoors, and riding motorcycles. Connect with Lee on Linkedin ### Stream now on Apple, Google & Spotify - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/NWIyYjMyZjgtNzQwYi00NmI5LWE1NWQtOWEzODcxMzI4NTkx?sa=X&ved=0CAUQkfYCahcKEwiQpb_tlP73AhUAAAAAHQAAAAAQCg) - [Listen to podcast on Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=d01a0fc300564413) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… - [How the Energy Industry Pivoted from Horseback to Drone Tech w/ Jay Fleming](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-jay-fleming/) — May 10, 2022. Even until late 2015, pipeline workers were riding horses up and down the lines. Today, the energy industry has gotten proactive with state-of-the-art drones. Highlights from our conversation with Jay Fleming, Vice President - Gas Operations at NV5: How drone technology transformed the energy indus… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-matt-fairhurst/" type: "blogPost" title: "The Deskless Workforce: Acknowledging the Value of an Underinvested Group. An Interview with Skedulo CEO, Matt Fairhurst" author: "Craig Panigiris" date: "2022-01-25" description: "Listen in as we look to the future of deskless work and how you can help your company’s workers — regardless of your unique challenges faced." lastmod: "2022-08-11" --- # The Deskless Workforce: Acknowledging the Value of an Underinvested Group. An Interview with Skedulo CEO, Matt Fairhurst Published January 25, 2022 · Updated August 11, 2022 · By Craig Panigiris · 4 min read Every company has their own story to tell in regards to vision and the unique challenges faced—especially after the COVID-19 pandemic where everyone had to come together but from a distance. But that story looks especially different for companies that have large numbers of deskless workers. On our… ## The Modern Workforce: Acknowledging the Value of an Underinvested Group. **Matt Fairhurst** [Listen to the episode: The Modern Workforce: Acknowledging the Value of an Underinvested Group.](https://embed.sounder.fm/play/237746) > "The problems we were solving were experienced by businesses and companies and people all over the world. This is very much a problem that exists in companies, wherever there are deskless workers." Every company has their own story to tell in regards to vision and the unique challenges faced—especially after the COVID-19 pandemic where everyone had to come together but from a distance. But that story looks especially different for companies that have large numbers of deskless workers. On our very first episode of The Modern Workforce, we spoke with [Matt Fairhurst](https://www.linkedin.com/in/mattfairhurst/), CEO at [Skedulo](https://www.linkedin.com/company/skedulo/), about technology for the mobile workforce and what’s next as we look to the future of deskless work. Matt talked with us about what informed his vision for the company, focusing on technology for the mobile workforce, the company’s mission and challenges faced (and overcome), and building a modern technology platform for the future of deskless work. Let’s dive right in! > “Deskless work is still one of the most underinvested segments of the workforce.” ## The origin story of Skedulo Matt launched Skedulo, which has been global from day one, based on two main drivers: 1. They had a global team that needed a global solution. 1. The _entire globe_ needed the same global solution. Taking a global mindset from the start shaped the way that Matt built the team, as well as what problems the product and opportunity was focused on solving. Deskless workers exist everywhere. To be honest, Skedulo started with a Photoshop mockup of what a product could look like… but no actual product. Yet so strongly did the design and vision resonate with future customers that the product build and evolution came naturally. ### Skedulo & NDIS There’s a special vertical in Australia called NDIS (National Disability Insurance Scheme) that actually became a great use case for the product early on. The NDIS was a piece of legislation that shaped the way that providers that were helping individuals with disabilities interact with technology in the home and in the community to make sure they could be correctly reimbursed. (This is similar to EVV, or Electronic Visit Verification, in America.) Skedulo, with its shared values of community-strengthening technology, seized the opportunity to serve a very important industry that provides amazing services to people. ### Skedulo & COVID-19 The pandemic provided Skedulo another way to serve the global community. Skedulo basically had a COVID hackathon to offer a free technological solution to organize and schedule people using [BioReference Labs](https://www.bioreference.com/) in New York, a massive phlebotomy laboratory. “What are the problems?” Matt said to BioReference. “Could we come back to you in a week with a possible solution?” The design worked, so Skedulo built it. “To date, we've helped to schedule and facilitate more than 37 million vaccine appointments all over the world,” he added. ## Building company values into worker-first products Silicon Valley banter about company values aside, Skedulo takes its company values very seriously by baking them into building human-centered technology. How did Matt come up with the company values for his brand-new organization? He turned to his own personality and personal values. From there, he took his company through an exercise to explore the stories, anecdotes, and feelings that people had working for the company in order to codify and refine the values. ### Skedulo’s 5 guiding principles 1. No Shenanagins 1. Customer first. 1. Design and build great product. 1. Care for one another. 1. Be unapologetically better at doing better—but do it while laughing! Let’s take a closer look at caring. “The level of connection and empathy you need to have with your customers in a very caring way is not only important to lean into this concept of stakeholder value, but also to deeply understand the challenges that they have and build product to address them,” Matt said. You can’t be dialed in to the needs of your customers or users unless you start from a customer-first view rooted in caring. > “80% of the global workforce doesn't sit in an office and behind a desk.” ### Matt Fairhurst — CEO, Skedulo Matt​ Fairhurst is the co-founder and CEO of Skedulo, a leading mobile workforce management platform. Matt’s background is in user experience and user interface design, and, from this, he ​has a​ passion for building great products. He spends his time working between the global headquarters in San Francisco and the engineering/product development headquarters in Brisbane, Australia. ## The future is deskless Deskless workers are still one of the most underinvested segments of the workforce—as well as the largest. Only one out of every five of us goes to an office and sits behind a desk… Meaning that four out of five of us are working desklessly. “There's still a huge gap in both the investments and the capabilities of technology and the mediums that are accessible to people that don't work in an office,” Matt said. His biggest mission? Building the platform to amplify, enhance, and enrich deskless workers everywhere. Workforce trends that have emerged in the last year and a half include: - Higher levels of empathy among office workers for the deskless workforce - Greater emphasis placed on human-centered communication - More focus from brands on engagement and connectivity with employees “This is a great awakening in terms of realizing the challenge that exists for people that are inherently disconnected all the time from each other,” Matt said. “How does communication, collaboration, and engagement amplify human productivity and efficiency and effectiveness—and happiness—at work?” It’s a trend we’ll keep leaning into with a global mindset and a foundation of caring. Get in touch with [Matt](https://www.linkedin.com/in/mattfairhurst/) on LinkedIn. _To make sure you never miss an episode of The Modern Workforce podcast, subscribe on Apple Podcasts, Spotify, or our website._ ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw) - [Listen to podcast on Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-nikheel-kolatkar/" type: "blogPost" title: "Innovation in Mobile Tech and AI for Clinical Trials, Patients, and Workers" author: "David Wabel" date: "2022-04-15" description: "Genentech's Nikheel Kolatkar on how mobile technology improves clinical trial diversity, worker and patient experience, and data quality." lastmod: "2022-06-17" --- # Innovation in Mobile Tech and AI for Clinical Trials, Patients, and Workers Published April 15, 2022 · Updated June 17, 2022 · By David Wabel · 3 min read Innovation in mobile technology improves clinical trial diversity, worker and patient experience, and data quality. Recently on The Modern Workforce, we spoke with Nikheel Kolatkar, Vice President of Scientific Operations, US Medical Affairs at Genentech, about: How COVID-19 advanced remote tech in… ## The Modern Workforce: Innovation in Mobile Tech and AI for Clinical Trials, Patients, and Workers **w/ guest Nikheel Kolatkar** Vice President of Scientific Operations, US Medical Affairs at Genentech [Listen to the episode: The Modern Workforce: Innovation in Mobile Tech and AI for Clinical Trials, Patients, and Workers](https://embed.sounder.fm/play/293383) Innovation in mobile technology improves clinical trial diversity, worker and patient experience, and data quality. Recently on The Modern Workforce, we spoke with [Nikheel Kolatkar](https://www.linkedin.com/in/nkolatkar/), Vice President of Scientific Operations, US Medical Affairs at [Genentech](https://www.gene.com/), about: - How COVID-19 advanced remote tech in clinical research - The growing role of conversational AI in healthcare and its impact on healthcare workers and patients - Why mobile tech and clinical trial diversity go hand-in-hand What are the main benefits of this approach to much-needed research? Let’s dig deeper. ## Catalyzing creativity Nik has always had an interest in the intersection of medicine and business. A fellow of Harvard Medical School in endocrinology, Nik also has a Master of Public Health and an elite management certification from the illustrious MIT. He founded a startup while in medical school that focused on helping med students keep track of all their notes on some of the earliest mass-use mobile devices. It got so popular that he had to take a leave of absence from Harvard. Nik is intimately familiar with what it takes to build a successful team from the ground up. ### Clinical cornerstones The development of lifesaving drugs depends on unimpeachable clinical trials. Controls and standardization are absolutely crucial. Fewer than one out of 100 potential medicines make it through the rigorous testing it takes to get approved. So when the pandemic happened, vital research projects came to a screeching halt. Nik was instrumental in keeping the ball rolling by embracing remote work technology to continue these important clinical trials. In the midst of testing a promising breast cancer medication, patients were empowered to self-administer during the lockdown and avoid traveling to a doctor’s office—and possible exposure to a deadly virus. Mobile tech made the trials more efficient and more convenient for his patients. > “Mobile technology can really help the patient by making things more convenient, and it can help us as a company by making trials more efficient." > > — Nikheel Kolatkar, Vice President of Scientific Operations, US Medical Affairs at Genentech ## The role of conversational AI Nik also created a genetic innovation hub that leveraged AI to drive a dynamic messaging platform that’s focused on future clinical trials and a patient-first approach. Examining their journey and their pain points will lead to exciting new tech solutions. There’s unfortunately not a one-size-fits-all; what works for a young person with MS won’t work for an elderly macular degeneration patient. Five years from now, clinical trials will look completely different. Both physicians and patients expect to get things done online, they don’t have time to sit around on the phone. Even though Nik hates the term “chatbot,” this iteration of conversational AI helps people get the answers they need about their clinical trial, when they need them. ### A broader patient population This technology is helping to widen the impact of clinical research to potential patients that don’t live near a major hospital or university. It also increases the participation of patients from a lower socioeconomic strata, who traditionally don’t have much of a chance to be included. Nik states that Genentech has a big mission to increase the diversity of their clinical trials. COVID largely affected those with pre-existing conditions, in dense populations, with limited access to comprehensive health care. Underrepresented minorities had much worse outcomes. But Nik was able to execute a trial with 84% minority patients, and was able to do it quickly. Decentralized trials and innovative technology encourages more participation and better results. _To make sure you never miss an episode of The Modern Workforce podcast, subscribe on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or anywhere you get podcasts._ ### Nikheel Kolatkar — Vice President of Scientific Operations, US Medical Affairs at Genentech Nik is a recognized biopharmaceutical leader focused on catalyzing creativity and bringing out the best in people to deliver life-changing medicines, a world-class customer experience, and better outcomes for more patients, He has degrees from Cornell, Georgetown, Baylor, an MD from University of Minnesota as well a MPH from Harvard. Connect with Nikheel Kolatkar on LinkedIn ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/innovation-in-mobile-tech-and-ai-for-clinical-trials/id1601675122?i=1000555498573) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/NzlmZTNmNDktMTIwZS00ZTJlLWFhMWUtZjg2MjU0MDc3ZmRm?sa=X&ved=0CAUQkfYCahcKEwiA6Lfez5H3AhUAAAAAHQAAAAAQCg) - [Listen to podcast on Spotify](https://open.spotify.com/episode/05BNxa2PPnBasJavrRiZfU?si=aoWW5DQZRAqyJM-vJfOk2w) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/" type: "blogPost" title: "The Modern Workforce Podcast - An interview with Omar Castillo" author: "David Wabel" date: "2022-06-01" description: "Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, discusses the biggest challenges of managing a deskless workforce." lastmod: "2024-06-26" --- # The Modern Workforce Podcast - An interview with Omar Castillo Published June 1, 2022 · Updated June 26, 2024 · By David Wabel · 3 min read Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… ## The Modern Workforce: How Thermo Fisher’s Supply Chain Never Stops During War, Labor Shortages, and a Global Pandemic **Omar Castillo** Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. [Omar Castillo](https://www.linkedin.com/in/omarcastillo1), Sr. Director of Global Operations at [Thermo Fisher Scientific](https://www.thermofisher.com/us/en/home.html), is experiencing this firsthand, as he leads Thermo Fisher Scientific’s value chain. Recently on The Modern Workforce podcast, Omar joined us to discuss the biggest challenges to managing a deskless workforce and more. Let’s get right to the conversation! ## Deskless customer experience The deskless workforce is a critical driver for success and the productivity challenges that have been brought about by recent economic pressures, both globally and on the continent, especially in the operations world at Thermo Fisher. Customer experience is heavily influenced by the distributed, deskless workforce because field service engineering ensures the timely and functional delivery of Thermo Fisher solutions. Omar pointed out that the customer doesn’t see what happens in the factory but rather the technicians who deliver and install the product. ### Spotlight on operations Along with everything else, the pandemic accelerated customer expectation and the need to embrace change. The pivot to hybrid work could have happened culturally or regionally — but it happened globally all at once. Without logistics and operations, that could never have come to pass. “Operations is no longer behind the scenes,” Omar said. “It's up front headlines, something that everybody's discussing.” More stakeholders are interested in supply chain and business continuity plans than ever before. “This is a great opportunity now to rethink how we do our work,” he added. ## Adapting to environmental challenges The heightened awareness about operations across industries and within households has highlighted several environmental challenges, especially to the European supply chain: the Russo-Ukrainian War, economic inflation, and energy supply disruption. Global geopolitical issues have challenged us all to think harder about resiliency across the entire supply chain. Consequently, workers and leaders have needed to seek creative solutions to fortify the value chain. “If something gets delayed, then you have to replan your entire delivery plans,” Omar said. “The magnitude of it is much harder to manage, it happens with a higher frequency, it requires more creativity to balance customer needs with these disruptions.” These delays are further compounded by inflation, both in raw material components like energy but also in the cost of actually doing work. Omar referred to using tools to increase productivity and becoming more strategic about human mobility as potential mitigation to inflation costs. ## Talent, agility, and innovation Managers of today’s deskless workforce have talent on their minds — acquisition, retention, and development. Questions of morale, training, and upskilling are all urgent workforce concerns, according to Omar. “I spend a lot of time making sure that we keep our organization fit for a changing world,” he said. The ever changing environment requires a distributed workforce to remain flexible or agile. Omar said that the innovation of resourcefulness, rather than inventing a new product from scratch, is what will give operations its needed agility. “Continue thinking about how to do what we do better, differently, more resiliently. You're not preparing for a specific event, you're preparing to be flexible,” he advised. _To make sure you never miss an episode of The Modern Workforce podcast, follow us on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or our [website](https://www.skedulo.com/blog/)._ ### Omar Castillo — Sr. Director of Global Operations at Thermo Fisher Scientific Omar Castillo is the Senior Director Global Operations & Managing Director (Geschäftsführer) at Thermo Fisher Scientific. As a global operations leader with strong people skills and energetic leadership approach, he is known for inspiring team’s commitment and high performance. He brings many years of experience turning around and scaling manufacturing and supply chain organizations, maximizing value, operational competitiveness & market-focused execution. He holds a BS in Industrial and Systems Engineering from Florida International University, and a MBA from UNC Kenan-Flager Business School, University of North Carolina. Connect with Omar on Linkedin ### Laura Przybek — EMEA Marketing Director, Skedulo Laura Przybek is the Marketing Director for the EMEA region at Skedulo. With 15 years’ experience in high growth, fast paced companies she is passionate about technology products that make an impact on a sector, challenging the status quo. Laura holds a BA (Hons) in Marketing and Management from The University of Newcastle upon Tyne and an IDM accreditation in digital marketing. Connect with Laura on Linkedin ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/how-thermo-fishers-supply-chain-never-stops-during/id1601675122?i=1000564089996) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/NWIyYjMyZjgtNzQwYi00NmI5LWE1NWQtOWEzODcxMzI4NTkx?sa=X&ved=0CAUQkfYCahcKEwiQpb_tlP73AhUAAAAAHQAAAAAQCg) - [Listen to podcast on Spotify](https://open.spotify.com/episode/3amG5ienJ5CYsOg7isV7uD?si=GvVpgo1xT6Cqggs0c4l7JA) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [How the Energy Industry Pivoted from Horseback to Drone Tech w/ Jay Fleming](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-jay-fleming/) — May 10, 2022. Even until late 2015, pipeline workers were riding horses up and down the lines. Today, the energy industry has gotten proactive with state-of-the-art drones. Highlights from our conversation with Jay Fleming, Vice President - Gas Operations at NV5: How drone technology transformed the energy indus… --- --- url: "https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-stephen-goldsmith-and-kate-markin-coleman/" type: "blogPost" title: "Growing Fairly - How to Build Workplace Opportunity and Equity for All Workers w/ Stephen Goldsmith & Kate Markin Coleman" author: "David Wabel" date: "2022-05-02" description: "Growing Fairly authors Stephen Goldsmith and Kate Markin Coleman of Harvard discuss building workplace opportunity and equity for all workers." lastmod: "2022-07-22" --- # Growing Fairly - How to Build Workplace Opportunity and Equity for All Workers w/ Stephen Goldsmith & Kate Markin Coleman Published May 2, 2022 · Updated July 22, 2022 · By David Wabel · 3 min read The way to address the Great Resignation is to start with people. Among the people-focused principles that we should apply to creating a more equitable workplace are trades education, upskilling, and digitization. Hear our conversation with the authors of Growing Fairly, Harvard Professor Stephen G… ## The Modern Workforce: How to Build Workplace Opportunity and Equity for All Workers **Stephen Goldsmith and Harvard Fellow Kate Markin Coleman** [Listen to the episode: The Modern Workforce: How to Build Workplace Opportunity and Equity for All Workers](https://embed.sounder.fm/play/322341) The way to address the Great Resignation is to start with people. Among the people-focused principles that we should apply to creating a more equitable workplace are trades education, upskilling, and digitization. Hear our conversation with the authors of _Growing Fairly_, Harvard Professor [Stephen Goldsmith](https://www.linkedin.com/in/goldsmithstephen/) and Harvard Fellow [Kate Markin Coleman](https://www.linkedin.com/in/katemarkincoleman/): - A high-level view of the 10 principles of growing fairly - Case studies of equitable growth - Trades education, mid-skilled jobs, and the role of local action What could help create a more equitable workplace? Let's dig in. ## What's Behind the 10 Principles of Growing Fairly? Kate said that the foundational principle is simple — “we need to **start with people**.” If you look at the population for whom skilling would provide mobility, it ranges from people who need some reskilling to maintain employment all the way to people who need executive skills development. > A reskilling system has to be based on the needs of the people it serves, and it has to offer them meaningful opportunities. The next set of principles addresses **building effective programs**. Effective programs take a local action approach. They might address behavior change in a select population. Or they might provide digitization. Finally, effective programs have to **make change at scale**. ## Case Studies of Equitable Growth ### IBM More than 50% of the jobs that IBM has posted in North America do not require a degree. Consequently, IBM stopped asking for one and started looking for what it really needed. The company made a commitment to its workforce. IBM would help identify employees' talents, skill them up with credentials, and then place them in jobs. The company would use its own AI to determine what employees have learned and how that compares to open jobs. ### Roca Roca assists young adults who have been justice-involved in Massachusetts and in Baltimore. These people are neither ready nor willing to show up for training, much less a job. The justice system directs them to Roca. Roca's outreach workers have to go out 813 times to make a single connection, but once they do, they begin what they call a transformational relationship. The program centers on developing executive skills with the goal of accelerating behavior change. At that point, the participants can begin transitional employment. ## Trades Education, Mid-skilled Jobs, and the Role of Local Action Do you really need a college degree to do this job? Are there other ways to get the knowledge and skills the job requires? Take the trades for example. Tradespeople are the people who make the world work. And they've protected their industry with certifications instead of degrees. You need an occupational license to get 40% of trade jobs. If we loosened up some of the certification requirements, we could reduce poverty by up to 2% in some populations. It will take strong local action to encourage a new approach to reskilling and promoting the trades. This will require local initiatives to provide transportation, childcare, and a commitment to linking skills training to open career clusters. ### The college system is not going to produce enough jobs… So let's organize around new approaches to create mid-skilled workers. **And let's do it with a people-first approach.** _To make sure you never miss an episode of The Modern Workforce podcast, subscribe on [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-modern-workforce/id1601675122), [Spotify](https://open.spotify.com/show/2tW8uCTAcNCADfFPE4cMNt?si=6f6fdb4031f74139), or anywhere you get podcasts._ ### Kate Markin Coleman — Harvard Fellow Kate Markin Coleman directs IAS Advising, LLC and is former Executive Vice President, Chief Strategy, and Advancement Officer of YMCA in the U.S. Coleman was a top official in one of the country’s largest nonprofits, the national YMCA, where she advanced innovation and effectiveness. She studied cross sector collaboration as a Harvard Advanced Leadership Fellow and is the co-author of two books that offer practical insights on how to design effective solutions to challenging urban problems. Connect with Kate on Linkedin ### Stephen Goldsmith — Harvard Professor Stephen Goldsmith is the Derek Bok Professor of the Practice of Urban Affairs at Harvard’s Kennedy School of Government.. He previously served as Mayor of Indianapolis, Deputy Mayor of New York City, and Chair of AmeriCorps for a decade. Goldsmith has developed a reputation as one of the country’s most innovative and effective local public servants in the last 25 years. He is the author and co-author of eight books on cities and conducts sessions for mayors and senior local officials at Harvard. Over a two-year period, Goldsmith and Coleman interviewed hundreds of government, business, and nonprofit leaders, as well as program staff and current and former program participants. Based on their conversations, the authors set out ten principles for designing a more effective, equitable workforce development system, one that will help workers obtain the skills necessary for economic mobility. Connect with Stephen on Linkedin ### Stream now on Apple, Google & Spotify - [Listen to podcast on Apple Podcasts](https://podcasts.apple.com/us/podcast/growing-fairly-how-to-build-workplace-opportunity-and/id1601675122?i=1000558345742) - [Listen to podcast on Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGVyLmZtLzE3OTE2L3Jzcy54bWw/episode/MTBiZGRiNWYtM2ZlMS00NmEwLWJjYzQtNGFjNjQyZjgyZmFj?sa=X&ved=0CAgQuIEEahcKEwiwm5uDlMD3AhUAAAAAHQAAAAAQVA) - [Listen to podcast on Spotify](https://open.spotify.com/episode/0YC5oWGNamLoToPl14OsDl?si=-n8DFo79TNqbpzVfzABHEg) ## Related posts - [The Future of Food Service: How Sodexo is Leading the Way](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-brent-bloomberg/) — August 16, 2022. How does one of the world’s largest employers manage their workforce while investing in their employees, innovating in their industry, and providing high-quality service to their clients? Brent Bloomberg, CTO at Sodexo North America, is here to answer just that. With 400,000 employees, Sodexo is a… - [The New Healthcare Technology Workforce: On-Prem, Remote, & Hybrid w/ Lee David Milligan](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-lee-david-milligan/) — June 14, 2022. What are the biggest concerns for the healthcare technology workforce right now? If you’re a CIO, recruitment and retention should be top of mind. Enjoy our conversation with Lee David Milligan, SVP & CIO at Asante: Recruitment, retention, and employee enablement Repurposing on-prem spaces and sup… - [The Modern Workforce Podcast - An interview with Omar Castillo](https://www.skedulo.com/blog/the-modern-workforce-podcast-interview-omar-castillo/) — June 1, 2022. Global geopolitical issues exposed fragility of supply chains and forced companies to rethink how they create, sell, and deliver their products and services. Omar Castillo, Sr. Director of Global Operations at Thermo Fisher Scientific, is experiencing this firsthand, as he leads Thermo Fisher Scien… --- --- url: "https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/" type: "blogPost" title: "The Most Important KPIs for Every Field Service Role" author: "Craig Panigiris" date: "2020-11-09" description: "KPIs are crucial for field service operations. Learn the most important field service KPIs for technicians, dispatchers, and leaders, with examples." lastmod: "2022-07-05" --- # The Most Important KPIs for Every Field Service Role Published November 9, 2020 · Updated July 5, 2022 · By Craig Panigiris · 8 min read If you’re a leader in the field service industry, it’s essential to track and measure key performance indicators (KPIs). Without KPIs, it’s nearly impossible to know how your organization is performing and what you need to do differently to meet your goals. By identifying and tracking the right ones, however, you can stay ahead of the competition and steer your organization toward unparalleled growth. ### What are Field Service KPIs? Field service key performance indicators (KPIs) are metrics specifically tailored to the daily workflow and challenges of field service operations that allow a business to track its performance and assess progress toward key objectives. Some examples of important field service KPIs include: - Customer satisfaction - Customer retention rate - Rework percentage - Job completion rate - Average resolution time - Average response time The most important metrics, however, are not universal. In fact, they vary significantly based on the unique responsibilities of each role: field technicians, dispatchers, and leaders have different day-to-day goals and expectations, and their KPIs should reflect that. ## KPIs for Field Service Technicians and Other Deskless Workers ### Customer satisfaction Satisfied customers often turn into loyal customers. By tracking customer satisfaction through brief customer surveys or other methods, you can evaluate how effective and positive day-to-day customer interactions are. Higher customer satisfaction means higher retention rates, more referrals, and greater profits. If customer satisfaction is low, consider this trend in the context of other KPIs like response time and repeat visits—the customer’s unhappiness could be rooted in having to wait too long or arrange multiple jobs for the same problem. ### Customer retention This KPI goes hand in hand with customer satisfaction. Greater customer satisfaction will almost always result in greater customer retention. By tracking these two metrics separately, however, field service leaders can get a more complete picture: if customer satisfaction is high, but the retention rate is low, the manager can infer that the problem is most likely due to factors outside of the worker’s control, such as pricing or available services. ### Jobs completed in a day/week/month Number of work orders completed in a given time frame is a simple yet fundamental KPI. This indicates the number of successful jobs completed, and plays a huge role in organizational metrics like utilization and time to schedule. If field workers are completing fewer jobs on average over time, it could be a sign that some jobs are taking longer than they used to or there are productivity issues to address. ### Average resolution time The time it takes to resolve a work order is an important KPI that can be a key component of more general KPIs, like overall efficiency and customer satisfaction. This metric can act as a canary in the coal mine of sorts—when average resolution time is too high, it can be a symptom of inefficiencies. Keeping tabs on average resolution time can lead to more efficient teams and happier customers. ### Repeat visits This metric tracks how many jobs had to be paused and finished later because the field worker couldn’t get access to the job site or didn’t have the right equipment to complete the job. Too many repeat visits means the workers in the field likely aren’t getting the right information upfront to successfully complete the job, or perhaps there needs to be more proactive communication with the customer to make sure the area/equipment is accessible. ## KPIs for Dispatchers and Schedulers ### Time to schedule The longer it takes for dispatchers and staff schedulers to assign jobs to field workers, the fewer jobs that can be booked throughout the day. Delayed scheduling, lower productivity, and decreased utilization often go hand-in-hand. Monitoring this metric with an eye on [scheduling appointments faster](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) leads to more consistent revenue and higher workforce utilization. ### Time to first contact Prospective customers don’t want to wait to hear from a company that piqued their interest. If they do, they may turn to competitors who reach out to them sooner. Use this data to ensure you’re reaching out to customers as soon as possible when they indicate interest, which increases the likelihood of a sale and improves the customer experience from the very start. If your time to first contact is high, consider potential internal improvements: maybe customers need self-service scheduling options, or you can integrate scheduling software with sales or CRM platforms to decrease the steps required to reach the prospect, schedule a service call, and close the deal. ### Travel time The amount of time it takes workers to get to a job site is another metric to consider for dispatchers and schedulers. If travel time for field workers is high or trending up, it could indicate technicians are being sent to jobs that are too far away from each other, there are too few technicians with a certain skill, or too many last-minute jobs are being added to the schedule. Armed with this data, you can investigate potential solutions: provide field workers with the best route [in a mobile app](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/), train more workers to provide a certain service to cut down on specialized workers’ travel, or find a better way to address rush jobs. **Get your customized demo today** ### Ratio of Schedulers to Field Workers In order to understand the workload of your staff schedulers, you’ll need to measure how many schedulers it takes to successfully allocate all deskless workers. This KPI helps you plan for current and future staffing needs, like the number of schedulers you need to add for every X number of new deskless workers, or how historical retention and attrition rates should factor in. This KPI is particularly crucial for maintenance planning, which requires dedicated scheduling time. A high ratio indicates more deskless workers per scheduler, and a low ratio means fewer deskless workers per scheduler. While the ideal ratio may vary from company-to-company, the overall assumption remains the same: the higher the ratio, the more difficult it becomes to accurately plan and forecast. The lower the ratio, the less productive your schedulers are. Your business will need to decide on a target and make necessary adjustments (like assigning more work to underutilized schedulers or, on the other hand, hiring more) to remain as close to that standard as possible. ## KPIs for Field Service Managers ### Utilization/wrench time This KPI measures how much time is spent completing tasks that fall under a field worker’s actual job description vs. time spent on administrative tasks, internal meetings, or other non-revenue-driving activities. This reveals how productive your field workers are on a daily basis and allows you to make necessary tweaks to increase efficiency. To increase utilization, look for ways to replace manual or time-consuming internal processes. For example, instead of having technicians take notes on paper or in a simple notes app, which take time to transcribe to the right place later on, explore ways to collect information from the field in secure apps that automatically sync with customer profiles and team schedules. ### Response time The quicker deskless workers respond to service calls, the more work they’ll be able to complete and more satisfied customers will be. Measuring the average time it takes to respond to the call initially, and ultimately to resolve the call, helps to identify any potential holdups in the process. Studying outliers in response time—certain calls that took an extremely long time to reach or resolve—can uncover jobs where the existing process failed or areas where field workers need further coaching. Be sure to consider response time in the context of related KPIs like travel time and utilization: a consistently poor response time could indicate issues with scheduling or travel requirements, and a consistently better-than-average response time could mean the worker is underutilized. ### Schedule adherence This KPI measures the ability to schedule and complete work for customers on time. Schedule adherence is typically measured by setting a tolerance against a scheduled start time—i.e. a 30-minute window, 15 minutes on either side of the stated start time—and measuring how many minutes after that tolerance period the field worker arrives for the job. High schedule adherence means field workers are consistently reaching customers at the time customers expect them, while low adherence indicates that workers are not meeting customers’ expectations. Tracking this KPI helps [better satisfy customers](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) by setting more accurate, data-driven arrival times, and sticking to those arrival times when they’re set. ### Variance from standard Each job has an estimated duration, so measuring the variance from this standard duration provides important insight into operational issues. When variance is high, field service leaders can investigate whether the job duration estimate needs to be adjusted upward or if field workers need better information, training, or equipment to complete the job in the expected time. ### Rework percentage This KPI tracks how often a job needs to be revisited because the repair or installation did not work. This is a red flag that either the job was not done properly the first time around or the requirements for the job were inaccurate, leading to errors in the scope or execution of the work. Rework percentage is a critical KPI for field service leaders, as the jobs that require rework are particularly frustrating for clients and have the potential to result in lost future business. ## How Technology Can Make Analytics and Reporting on Field Service KPIs Easier Fortunately, [the right technology](https://www.skedulo.com/blog/field-service-management-software-checklist/) can make it easier for your field service organization to track, analyze, and report KPIs. You can count on a great field service management solution to: - **Connect disparate data:** With technology, you can determine whether there’s a relationship between various metrics. For example, you may find a correlation between high travel time and low utilization that can be addressed with operational fixes. - **Analyze, monitor, and understand data:** It can be tough to make sense out of all the data you collect. Technology can collect, collate, and communicate these data in a way you can understand and use to form a strategy. - **Utilize actionable reporting:** Data reporting is meaningless unless it’s actionable. With the right tool, you can generate reports that tell you how you’re performing now, how these trends have changed over time, and where you can take meaningful action to reverse poor trends. - **Garner deep insights for informed decision making: **Business decisions that affect a large mobile workforce—and many customers—should come from accurate, data-driven insights. Field service management tools enable your organization to make confident, strategic decisions that boost your bottom line. ## Field Service Management Software While measuring KPIs is important in the world of field service management, it’s certainly easier said than done. If you’re still using manual tools or disparate systems, tracking and managing the necessary data can feel like an uphill battle. Skedulo offers an intelligent [field service management solution](https://www.skedulo.com/product/field-scheduling/) that enables you to track KPIs, identify inefficiencies, and streamline field service operations. With tools to analyze productivity, optimize travel routes, and better equip field workers, you can take the right steps to improve field service delivery. Learn how your [business can benefit](https://www.skedulo.com/blog/roi-of-field-service-management/) from a field service management solution, or book a [demo](https://www.skedulo.com/book-a-demo/) today! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [Revenue Efficiency in Field Service](https://www.skedulo.com/blog/revenue-efficiency-in-field-service/) — April 8, 2026. With field service costs and customer expectations rising, finance leaders are under pressure to manage overhead, reduce inefficiencies, and unlock revenue growth. A focus on revenue efficiency—how effectively the company converts resources into income—helps maintain financial stability—and even co… --- --- url: "https://www.skedulo.com/blog/the-skedulo-guide-to-surviving-dreamforce/" type: "blogPost" title: "The Skedulo Guide to Surviving Dreamforce" author: "Trevor Morrison" date: "2018-08-21" description: "Surviving Dreamforce is quite the feat, that’s why the team here at Skedulo have put together our best tips & tricks to help you on your way." lastmod: "2020-05-20" --- # The Skedulo Guide to Surviving Dreamforce Published August 21, 2018 · Updated May 20, 2020 · By Trevor Morrison · 5 min read Incase you didn’t know… Dreamforce is just around the corner. This is an exciting time to catch-up with industry peers, network, and learn new things that you can apply to your career. But with great social activity and motivation, comes sapped energy, FOMO, and feeling overwhelmed. Surviving Dreamforce is quite the feat, that’s why the team here at Skedulo have put together our best tips & tricks to help you on your way! Whether you’re a seasoned Dreamforce veteran or an industry newbie, these tips will help you get the most out of your Dreamforce experience. ## Before Dreamforce ### 1. Success is With a Community Head to the Trailblazer Community and join the [all Dreamforce Group](https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001sX6) or the [New to Dreamforce group](https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001sXG). Join discussions and post questions you may have in these groups. It’s a great way to make news friends and get in the Dreamforce spirit. ### 2. Accommodation Have you booked your accommodation yet? There is still time, but don’t leave it too late. Check out the latest hotel deals, Airbnb, or even try the community groups to see if someone may want to split their accommodation costs. If all else fails, you can always try some of the nearby hostels. ### 3. The Meeting List Start reaching out to your Linkedin connections to see if they’re attending Dreamforce. This is a great way to meet those in the industry that you haven’t met in person. A simple “Are you going to Dreamforce?” will suffice. There will be plenty of your connections that would appreciate having a few extra Trailblazers to storm Dreamforce together. **HOT TIP:** Are you looking for a native solution to help you with your business challenges? Dreamforce is a great time to meet solution providers. If you’re looking for a mobile workforce management solution, be sure to add [Skedulo](https://www.skedulo.com/events/dreamforce/) to your meeting list. ### 4. Planning Your Session Agenda Check out the ‘[Sessions](https://success.salesforce.com/sessions?eventId=a1Q3A00001XoCSUUA3#/)’ page and start listing what you’d like to do and where you’d like to go. A good way to do this is by adding a ‘1st’, ‘2nd’, or ‘3rd’ to each session to identify which has greater priority. That way, incase some sessions overlap when the timetable is released, you can easily identify which holds more value prior and circle that session as a priority. **HOT TIP:** Come visit Skedulo and register for our Dreamforce sessions. These include: - The Evolution of Field Service Management: Going Beyond Break/Fix Use Cases - [**Reserve a Seat**](https://www.skedulo.com/events/dreamforce/) - Unblocking Growth and Retaining Talent in Home and Coordinated Healthcare - [**Reserve a Seat**](https://www.skedulo.com/customers/retaining-talent-with-intelligent-mobile-workforce-management-in-healthcare/) - How to Improve Mobile Workforce Visibility (and Why it Matters) - [**Reserve a Seat**](https://www.skedulo.com/events/dreamforce/) Seats fill up fast, so be sure to reserve yours! ## During Dreamforce ### 5. What to Pack! Start with the desktop computer, the kitchen, and the dog! Please don’t. In all seriousness, you will only need the travel essentials. #### Clothing San Francisco weather is pretty unpredictable, heating up to 73F and falling as low as 54F. Layer your clothing to avoid working up a sweat when running between sessions, have something easy to take off and put back on. Comfortable shoes are an essential as you’ll be standing most of the day. #### Technology Keep your laptop at home. If you really need a device, bring a tablet. That coupled with your phone will get you through each day. A small phone charger and charging cord is also helpful in combined with the charging stations that will be available throughout the conference. #### Business Cards Business cards are a great way to exchange contact details without draining battery on your phone trawling through Linkedin. They don’t have to be fancy! Just a name, company, and contact details. Other handy items include hand sanitizer, mints, and Vitamin C. With great crowds comes plenty of sharing, and often times germs are a part of that exchange. ### 6. Hydration Drink water! Bring a bottle that you can refill or pick one up from one of the sponsors during the day. With all the walking, socializing, and coffee drinking, you will get dehydrated faster than you think. ### 7. Positive Energy and Good vibes Smile! Your energy will be a make or break for those around you. Share positive stories and experiences, help those that may be lost and initiate conversation. ### 8. Getting Around If you don’t have [Lyft](https://itunes.apple.com/au/app/lyft/id529379082?mt=8) or [Uber](https://itunes.apple.com/au/app/uber/id368677368?mt=8), now is the time to download the app! Aside from walking, this is an easy way to get around in San Francisco. Events and sessions will be located throughout San Francisco, so be sure to get a good idea of travel time in between to avoid missing sessions and getting stuck in traffic when it could’ve been a five minute walk or cycle. Cycling: Avoid the surge pricing and consider renting a bike. You can hire a bike using [Ford GoBike](https://www.fordgobike.com/) or [Jump](https://jumpbikes.com/) to get around Dreamforce with ease. ### 9. Get Caffeinated outside of Dreamforce We all love a free coffee, but if you require caffeine to stay alive like I do, then pick one up on the way to Dreamforce. This’ll save you time in the endless coffee queues to spend on exploring! If you’re a bit of a coffee snob (also me) then download the [Beanhunter app](https://itunes.apple.com/au/app/beanhunter-find-and-share-great-coffee/id349940968?mt=8) that helps you find great coffee shops nearby. If you do end up in the queue anyhow, use the time to network with those in front and behind you. You’ll be sipping on coffee goodness in no time! ### 10. Take a ‘Snap’ of the Session Titles You might find a session you attended really helpful and perhaps there were some slides that you can’t live without! If you take a quick snap of the session title, this will help you find it easily once Dreamforce is over. ### 11. Free Goodies and Giveaways Let’s be honest - some of us attend Dreamforce to also stock up on a year’s worth of notebooks, pens, and water bottles. Be sure to bring a collapsable or recycled bag to help with the extra luggage. There are plenty of hidden gems in the Dreamforce lounges. Visit the Skedulo lounge for our awesome T-shirts. Get in quick though, they’re always a hot giveaway and supplies are limited. ### 12. We like to Party! What is Dreamforce without a late night boogie and great conversation? From silent disco’s to cocktail parties, your nights will be all about parties and less about getting extra sleep! You can reserve a spot to several of these by booking ahead. **HOT TIP: **Skedulo is hosting a networking happy-hour on the last night of Dreamforce. Register now to get the secret [Speakeasy Password](https://www.skedulo.com/events/dreamforce/) that grants entry into this exclusive event. ## After Dreamforce ### 13. Stay in touch! The excitement is gone, along with all of your energy. But it’s not over yet! Continue the conversation with those you networked with on social platforms. ### 14. Apply Your takeaways What did you learn from Dreamforce and how can it be applied to your Salesforce expertise, career, or personal life? Use the weekend to list your learnings and how you will apply these. Afterall, you came to Dreamforce to grow We hope you found these tips helpful! Visit the [Skedulo Dreamforce page](https://www.skedulo.com/events/dreamforce/) and register for some of our upcoming sessions on all things mobile workforce management. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/this-year-in-ai/" type: "blogPost" title: "AI Trends: What to Expect in 2024 and 2025" author: "Mark Graham" date: "2024-06-27" description: "Artificial intelligence (AI) is making an impact in almost every industry in 2024 and 2025. Here are a few AI trends to look for." lastmod: "2026-05-12" --- # AI Trends: What to Expect in 2024 and 2025 Published June 27, 2024 · Updated May 12, 2026 · By Mark Graham · 9 min read Interest and investment in artificial intelligence (AI) are at an all-time high: ChatGPT was the [#1 Wikipedia page](https://www.businessinsider.com/chatgpt-wikipedia-most-popular-page-in-2023-2023-12) and one of the [top Google search terms](https://www.semrush.com/blog/most-searched-keywords-google/) in 2023, and global spending on AI could [exceed $500 billion](https://www.idc.com/getdoc.jsp?containerId=prUS51335823) in the next few years. AI is an incredibly complex and fast-moving area. In the next few years, AI will continue transforming many industries, including [healthcare](https://www.skedulo.com/blog/ai-healthcare-operations-management/) and field service. It is a game-changer for strategic planning, scheduling, data management, and many other business functions. First things first, a definition: **Artificial intelligence (AI)** is a category of technologies that enable machines to perform functions similar to human cognition. AI technologies are combined into systems and trained on massive amounts of data to recognize patterns in written, visual, and/or numerical data. With those patterns—and lots of fine-tuning—AI models can analyze data, make recommendations, replicate dialogue with natural language processing, and even generate new images and videos. Some AI models are polished, end-user applications, while others are underlying components that support other technologies. There are broad AI models that can perform a wide variety of functions, and there are specialized models that are narrowly tailored to specific tasks. > Training an AI model requires huge amount of data. Google trained its large language model, LaMDA, on 1.56 trillion words, 2.81 trillion tokens (strings of characters), and 137 billion parameters. ## AI terms to know Several AI terms are household names: technologies like generative AI, providers like OpenAI, and publicly available platforms like ChatGPT and DALL·E. Key terms are listed below: ##### Natural language processing Natural language processing is the ability for a machine to understand human speech. It is a collection of not only black-and-white rules, like grammar and spelling, but also nuances and contextual elements of language. Natural language processing (NLP) is a key component of many AI technologies, especially large language models. ##### Large language models Large language models (LLMs) are foundation models trained on a huge quantity of text to identify patterns in conversation. With enough data, training, and fine-tuning, LLMs can predict and generate more accurate, realistic dialogue at scale. ##### Machine learning Machine learning is a specific type of AI that helps systems [learn from data autonomously](https://cloud.google.com/learn/artificial-intelligence-vs-machine-learning#section-4). Algorithms teach the machine how to interpret data and how to improve the system going forward, compared to other AI systems that depend on training and fine-tuning instead. ##### Generative AI Generative AI refers to AI tools that can generate content based on an underlying deep learning (foundation) model. ChatGPT is a prime example of the massive potential in generative AI, which could be worth [trillions of dollars](https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier#key-insights) in yearly global productivity. In a survey of 1,000 workers, Generative AI was the most commonly used AI technology, and [most respondents](https://www.ey.com/en_us/consulting/businesses-can-stop-rising-ai-use-from-fueling-anxiety) believe AI will improve their efficiency (82%) and ability to focus on higher value work (81%). ## Emerging AI technologies to watch There are many emerging [AI technologies](https://www.skedulo.com/learn/ai-agents/) that will make waves in the next two years. Here are two AI use cases likely to grow in 2024 and 2025: ##### Retrieval-augmented generation (RAG) Retrieval-augmented generation (RAG) is a type of LLM that pulls information from external knowledge sources to improve the quality of its responses. RAG is used in applications like customer service chatbots, which can provide more accurate responses by accessing up-to-date information from various databases. Retrieving this data [from external sources](https://research.ibm.com/blog/retrieval-augmented-generation-RAG), rather than hosting locally, helps reduce the size and increase the speed of the LLM. It also ensures the model has the most current data and information can be traced back to its original source(s). ##### Multi-modal AI systems Multi-modal AI systems can process a wide variety of input and output formats—not only text or only images. These inputs and outputs could be video, audio, speech, numerical datasets, images, or text. As multi-modal systems improve and become more energy-efficient, it could make a large impact in fields that require analyzing many unique variables, like healthcare. OpenAI’s GPT-4 already supports text, images, and speech—and GPT-5 [is expected to be](https://mashable.com/article/chatgpt-video-features-plus-gpt-5-this-year) "fully multimodal with speech, image, code, and video support." Google’s Gemini is also rapidly adding multi-modal functionality and will continue to do so in the coming months. ##### Honorable Mentions - **Digital twins - **create virtual models of real-world buildings, systems, and cities and run scenarios based on an AI model - **Decision intelligence **- weigh decision factors using causal AI - **Edge AI - **Internet of Things (IoT) components that include AI - **Synthetic data** - use artificial data like simulations or samples to train AI models instead of personally identifiable data ## 5 AI trends for 2024 and 2025 What’s next for AI on an enterprise scale? Here are a few trends to watch in 2024 and 2025. ##### 1. Less hype, more integration As AI becomes a more common part of everyday life, in a strange way, it will become _less_ visible. Going forward, there is likely to be less hype about AI as a concept, while common tools become “[invisibly smarter](https://www.forbes.com/sites/joemckendrick/2023/12/16/my-one-big-tech-fueled-prediction-for-2024-ai-vanishes/?sh=3227753547c0)” due to AI-based features. We will continue to see everyday tools—for business and personal use—integrate AI features into their interface. You can already see this trend at work for two major tech companies: [Copilot (for Bing and Microsoft Edge)](https://www.techrepublic.com/article/bing-copilot-cheat-sheet/) and Bard (for Google search and Google Chrome) are conversational AI tools that allow users to search the web and refine results using natural language patterns. AI features in tools like Microsoft Office 365 help users write emails, analyze data, and schedule meetings more efficiently, without the users even realizing they are using AI. ##### 2. AI models improve quality, consistency, and reliability Early experiences of [AI “hallucinations”](https://www.cam.ac.uk/research/news/cambridge-dictionary-names-hallucinate-word-of-the-year-2023) can erode trust—but as time goes on, AI models get more reliable. More data from user interactions and more time spent testing and fine-tuning the model will net better, more consistent results. Companies like OpenAI and DeepMind are continuously improving their models to reduce instances of AI hallucinations, making these tools more reliable for business applications. The rapid advancement from large providers is good news for reliability in the larger market. Google announced its large language model PaLM (Pathways Language Model) in April 2022, its successor PaLM 2 in April 2023, and then Gemini in December 2023. Only a few short years after the PaLM launch, Gemini 1.5 Pro outperformed its predecessor [in 87% of Google’s benchmark tests](https://www.businessinsider.com/google-gemini-1-5-retools-ai-into-one-advanced-model-2024-2). The general public will see this improvement through the use of tools like ChatGPT, DALL·E, and Midjourney. More reliable models will reduce instances of inaccurate content and “[coherent nonsense](https://www.forrester.com/blogs/beware-of-coherent-nonsense-when-implementing-generative-ai/?utm_source=newsroom&utm_medium=pr&utm_campaign=tech). But these models still have major challenges to overcome for enterprise use. When it comes to commercially available generative AI like ChatGPT, data science leaders were most concerned about security, reliability, and IP protection [in a 2023 survey](https://www.techrepublic.com/article/data-scientist-survey-ai-hype/#third-party-ai). ##### 3. The focus on responsible AI increases Responsible AI is an umbrella term for the ethical, legal, and business principles involved in working with AI. It involves how to mitigate risk and bias, how to promote fairness and accountability, and how to ensure [compliance, safety, and privacy](https://www.strategy-business.com/article/From-principles-to-practice-Responsible-AI-in-action). The challenges of responsible AI are well-documented. Human decision-making is flawed due to cognitive biases, limited datasets, preconceived notions, and much more—and AI can magnify both the good and the bad. New advancements in image generation and video generation raise new questions about AI and ethics, intellectual property, and copyrighted material. > “In 2024, trust in AI will be critical. It’s not just about data security and compliance, but an approach that is based on responsible AI and the data practices and policies that ensure trust is built in, not bolted on.” > > — Expert AI There is momentum toward responsible AI legislation and standard-setting in multiple countries, including the _Artificial Intelligence Act_ from the European Commission and the _Executive Order on Safe, Secure, and Trustworthy Artificial Intelligence_ in the U.S. Major tech firms like IBM and Microsoft are leading initiatives to develop ethical AI guidelines and tools that help ensure AI systems are fair, transparent, and accountable. But it’s a complex area with lots of regional differences, and [Gartner estimates](https://martech.org/what-does-the-future-hold-for-genai-the-gartner-hype-cycle/) the peak of responsible AI is still at least five years away. In the near future, [explainability](https://www.mckinsey.com/capabilities/quantumblack/our-insights/why-businesses-need-explainable-ai-and-how-to-deliver-it) will become an important part of building, customizing, or buying an AI solution. Companies will seek foundation models that can explain the reasoning behind its insights and conclusions, which helps ensure the model follows ethically and legally sound principles. > “Enterprises in 2024 can differentiate through bespoke model development, rather than building wrappers around repackaged services from ‘Big AI.’” > > — IBM ##### 4. Enterprise customization becomes the standard In the near future, look for more companies to develop bespoke AI models. With an in-house data pipeline and custom model, an enterprise can build, customize, deploy, and fine-tune a tool based on their proprietary data and business needs. This will enable companies to evolve from individual or small team use cases to large, enterprise-level use cases. Highly specialized fields will benefit the most from this development. Healthcare, law, advanced sciences, international compliance, and other highly specialized fields have unique vocabulary and concepts that are not part of the dataset used to train “off the shelf” AI tools. In these cases, customizing or adapting a model with this specialized knowledge is the best option. For example, pharmaceutical companies are developing custom AI models to accelerate drug discovery, tailored to their specific research data and objectives. ##### 5. AI enhances decision-making in healthcare Clinical decision support is the use of advanced AI technology to support patient care. Skilled healthcare providers can use AI tools to recognize patterns in medical images and vital signs. The system helps manage the complicated, interconnected factors that contribute to diagnosis and treatment: patient demographics, symptom presentation, health history, and much more. [Medical imaging](https://health.google/health-research/imaging-and-diagnostics/) is an early success story of how AI can augment human capabilities. AI-supported clinical decision tools [outperform a traditional metric](https://www.aha.org/aha-center-health-innovation-market-scan/2023-05-09-how-ai-improving-diagnostics-decision-making-and-care), the Modified Early Warning Score (MEWS), used in hospitals to measure the risk of imminent clinical deterioration. Startups like PathAI are using AI to improve the accuracy of pathology diagnostics, providing critical support for medical professionals in making informed decisions. Implementing AI in healthcare is particularly complex, but results to-date are promising. A [review published in 2024](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10916499/) stated: > “AI tools have been applied in various aspects of healthcare decision-making. The use of AI can improve the quality, efficiency, and effectiveness of healthcare services by providing accurate, timely, and personalized information to support decision-making.” Going forward, healthcare organizations will pursue new and improved ways to use AI to empower clinicians and overcome barriers to implementation. ## Everyday uses for AI in business in 2024 Heading in 2025, business leaders will find additional practical ways to use AI in day-to-day operations. Generally speaking, the business case for AI fits into three categories: operations, data, and staff. ##### Operations Use AI to streamline and improve business operations. For example, AI-driven inventory management systems help retailers like Walmart reduce overstock and stockouts by accurately predicting product demand. - [Smart scheduling](https://www.skedulo.com/blog/challenges-mobile-workforce/) - automatically schedule the right resources for the right work - Internal communications - share job details and schedule updates - Customer communications - answer common questions, route requests - Work orders - automatically create, then autofill known info - Route optimization - provide the best route between work sites - Marketing - generate personalized marketing copy at scale - Troubleshooting - access technical data in a user-friendly interface ##### Data Use AI to improve data quality and access to key metrics for informed decision-making. For example, financial institutions use AI for fraud detection, analyzing transaction patterns in real-time to identify and prevent fraudulent activities. - Data analysis - identify trends and outliers - Data reporting - generate KPI reports and dashboards - Transparency - share job details based on enterprise permissions - Trend analysis - isolate specific variables and build trends across overlapping data points - Compliance - meet reporting requirements for compliance activities ##### Staff Use AI to improve employee coaching, training, and professional development. For example, AI-based learning platforms like Coursera and LinkedIn Learning offer personalized training programs that adapt to the individual learning pace and style of employees. - Recruiting - identify prospects and perform basic vetting - Training - offer personalized training and coaching to staff - Onboarding - equip workers with technical guidance and best practices - Communication - improve emails, job notes, and other written tasks - Continuing education - track and renew staff credentials and licenses ## Prepare for the future of AI We don’t know exactly what the future holds for AI. Some experts predict bigger models that can handle more data, while others predict a shift toward [smaller, more specialized AI models](https://www.scientificamerican.com/article/when-it-comes-to-ai-models-bigger-isnt-always-better/) that require less energy. In the face of the unknown, organizations can improve their resilience by creating a thoughtful AI strategy. Businesses should start by conducting an AI readiness assessment to understand their current capabilities and identify areas for improvement. Investing in employee training on AI tools and ethics is essential for successful implementation. Invest in company software and tools with AI functions that are useful, reliable, and always improving. Skedulo offers automated scheduling and intelligent optimization in a user-friendly platform. On average, Skedulo customers who use the AI-powered optimization engine complete 64% more jobs and spend 17% less time traveling between jobs. Read more about how AI can [transform workforce scheduling](https://www.skedulo.com/blog/unleashing-the-power-of-ai/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/top-10-pet-peeves-of-frontline-workers/" type: "blogPost" title: "Top 10 pet peeves of frontline workers" author: "Chelsea Basilotta" date: "2021-01-18" description: "Here are the top 10 pet peeves we’ve uncovered plaguing frontline workers in all industries" lastmod: "2021-01-19" --- # Top 10 pet peeves of frontline workers Published January 18, 2021 · Updated January 19, 2021 · By Chelsea Basilotta · 5 min read ![Deskless_workers_large](https://assets.skedulo.com/assets/2021/01/10PetPeeves_blog-header_1050x557@2x.jpg) Deskless workers are the troops in every organization—bravely showing up in the field day after day ready to face the unknown. From GPs to delivery drivers, technicians, electricians, physiotherapists and mental health workers—these are [faces of the frontline](https://www.skedulo.com/blog/category/faces-of-the-frontline/) making a real difference to the lives of people in our communities. After talking with a multitude of frontline workers here at Skedulo, we’ve had the privilege of finding out what bugs them most while they’re out and about trying to do their work. ## Here are the top 10 pet peeves we’ve uncovered plaguing frontline workers in all industries… ### 1. When nippy dogs roam free There’s almost nothing more terrifying for a frontline worker than showing up at a property, only to find a nervous Doberman waiting at the gate. For some workers, roaming dogs inside the house can also cause problems. For example, a dog could misinterpret what’s happening during a physiotherapy session and attack the therapist because they believe the customer is being hurt. The solution? A quick text when you’re on your way, with a friendly reminder to secure any animals. ### 2. When no one answers the door Being met by complete silence when you knock on a customer’s door is extremely frustrating for frontline workers. While occasionally a customer may forget their appointment, they may also be in the bathroom or out in the backyard if they’re unsure what time to expect you. The solution? Automated appointment reminders, with a quick text to say when you’re on your way. **Get your free demo of Skedulo** ### 3. When you can’t find your way and every street name sounds the same Getting lost on your way to a job is super frustrating—especially if you find yourself surrounded by interesting street names. In Canada, for example, there are some suburbs where street names are almost identical (Wattle Crescent, Wattle Drive, Wattle Street and Wattle Circuit). There are others that are just plain funny (This Street, That Street and The Other Street in Nova Scotia), but do little to help you find your way. The solution? Make sure you have the correct address, then use a nav to help you find your way. ### 4. When getting answers from the office takes more than a minute Ever been left standing around awkwardly at a customer’s house waiting for a receipt email from head office? Or perhaps you needed a question answered before any work could start, and you lost up to an hour waiting for a response. Not being able to do your job properly, and in front of a customer, is frustrating and inefficient—and one of the biggest pet peeves for the frontline workers we’ve talked to over the years. The solution? Instant messaging and digitized processes that streamline communications and information sharing. ### 5. When you’re held up on a job but worried about checking your emails For frontline workers who rely on a “first come, first served” allocation of new jobs, getting tied up with a customer for hours generally means you’re also worried about missing out on new jobs. This makes it difficult to give your full attention to the customer you’re with, which can also lead to a less than ideal customer experience. The solution? Effective job allocation and scheduling that instantly matches the right staff with the right jobs. ### 6. When you arrive somewhere creepy and realise no one knows you’re there Frontline workers venture into new suburbs, streets and communities every day without knowing much about who they are going to see. What’s most disturbing is that sometimes no one knows they are there. Or perhaps they know, but wouldn’t suspect any problems until that person didn’t show up for work the next day. The solution? 1-click “check-in” and “check-out” processes for field staff on their smartphones, with emergency alerts if there’s an issue. ### 7. When getting to site means going 20 minutes out of your way to check in Site workers who must manually check in at a site office before making their way to a job site waste countless hours every year on unnecessary travel. Given that they aren’t usually paid for this time, resentment can build and cause them to seek out jobs with companies that have far more efficient systems. The solution? Automated on site check-ins and check-outs providing a seamless experience for workers and a digital ledger of hours’ worked. ### 8. When loose paperwork stacked 9-inches high makes you crazy Ever tried to complete a 2-page form in the back of a van when it’s windy and raining? Most of us would never even attempt it, but for some frontline workers it’s another inconvenient part of their everyday. It’s also inconvenient for managers, who tell us lost paperwork is a serious issue that often leads to angry customer calls at the end of a day. The solution? A completely digital process where customer forms can be completed, signed and stored within the customer’s digital file—accessible via the worker’s smartphone. ### 9. When scheduling a customer appointment takes 10 emails Great, let’s do it! How about this time? No? This time? No? This time? No!? This back and forth email chain is all too common for frontline workers trying to schedule customer appointments. Whether the customer is desperate for the appointment or not, the ability to find a gap in people’s increasingly busy schedules is difficult at the best of times. The solution? Self-service customer appointment bookings with automated appointment reminders. ### 10. When you can’t plan your life because you don’t know your schedule This has to be the most common pet peeve for frontline workers in countless industries. Often, workers find out via email the night before they need to attend to a job, which makes it near impossible to plan their personal schedules. The solution? Full oversight and visibility of worker schedules, with the ability to schedule weeks or months in advance. ## Helping frontline workers get the experience they want Since developing Skedulo, we’ve been working hard to address every pet peeve frontline workers face – so they can focus on what they do best and provide a great customer experience. ### Here are 10 features of Skedulo that frontline workers say they love: 1. Pre-scheduling with job details available weeks or months in advance 1. Self-service customer bookings 1. Automatic customer notifications when they’re on their way 1. Access to all job information in one place 1. Instant messaging for rapid answers to questions 1. On site check-in and check-out feature 1. One-click “Help” button if something goes wrong 1. In-built navigation with the fastest route 1. Digital forms to eliminate loose paperwork 1. Having everything they need on their smartphone in their pocket **To read stories from frontline workers about life on the job before and after Skedulo, see our [Faces of the Frontline series](https://www.skedulo.com/blog/category/faces-of-the-frontline/) or to find out more about Skedulo [request a demo](https://www.skedulo.com/book-a-demo/) today!** ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/typical-nurse-schedule/" type: "blogPost" title: "Nurse Scheduling Strategies that Drive Employee Engagement" author: "Craig Panigiris" date: "2022-07-18" description: "Healthcare scheduling can either make or break your nursing staffs’ engagement, productivity, and performance. Learn strategies for scheduling success." lastmod: "2022-07-18" --- # Nurse Scheduling Strategies that Drive Employee Engagement Published July 18, 2022 · By Craig Panigiris · 10 min read While the COVID-19 pandemic has illuminated the critical value of nurses across the globe, nursing has always been the backbone of the healthcare system. It’s simultaneously a high-pressure and stressful profession, due in large part to notoriously long shifts. Healthcare organizations face a clear tension between maintaining a high-level of patient care and nurse satisfaction and engagement. They seek to provide quality care both when and where it’s needed, but doing so often leads to premature nurse burnout and high levels of turnover. The problem is only exacerbated in home healthcare—an industry that [continues to see considerable growth](https://www.globenewswire.com/news-release/2021/12/03/2345890/0/en/Home-Healthcare-Market-Size-to-Surpass-US-662-67-Bn-by-2027.html#:~:text=The%20home%20healthcare%20market%20size,14.2%25%20from%202021%20to%202027.)—where organizations must contend with an extra layer to the complexity of scheduling. Here, we’ll dive into the most common nurse schedules and where they’re most effective. We’ll also take a realistic look at the strategies healthcare operations managers can leverage for a dynamic, adaptable scheduling system that drives both employee engagement and patient care. ## Typical Nurse Schedules While every healthcare organization is unique in size, priorities, resources, objectives, and more, there are four primary nurse schedules that dominate the industry. Each works differently and offers specific advantages and disadvantages to both nurses and management. It’s important to note that with any of the scheduling options described below, nurses also typically work a rotation of morning, afternoon, and night shifts. This means they’ll complete each [type of shift](https://www.skedulo.com/blog/why-you-need-shift-management-software/) set in a three week period, which contributes to the pros and cons of each scheduling structure. ### Three 12 hour shifts per week Long-term care facilities, hospitals, and healthcare organizations that operate 24/7 generally schedule their nurses for three 12 hour shifts per week. Nurses benefit from this type of schedule because they have more days off, which means fewer days needed for childcare and the ability to tend to personal matters. If rescheduling is needed, they’re able to easily trade shifts with other nurses. However, 12 hour shifts are both physically and mentally draining, and staggered scheduling can make it difficult for nurses to recharge after caring for certain patients. Since nurses spend so many hours in a single shift caring for patients, there’s a significant amount of information to share with the next caregiver at handoff. Plus, they often require nurses to work more weekends, which can lead to a suboptimal work-life balance for staff. For healthcare businesses, three 12 hour shifts mean the ability to serve more patients around the clock. [Mobile and home healthcare companies](https://www.skedulo.com/blog/the-future-of-home-healthcare/) face fewer reimbursement expenses, too, since nurses don’t travel as frequently. But companies that use this structure also must deal with higher levels of burnout and turnover, since long shifts can easily translate into exhausting circumstances for their nursing staff. And if they don’t have the proper systems of record to quickly and easily document patient details, information can fall through the cracks at handoff—leading to miscommunications, errors, and, ultimately, unhappy clients. ### Four 10 hour shifts per week It’s common for hospitals, private healthcare practices, and other facilities to schedule their nurses using four 10 hour shifts per week. Nurses find this structure advantageous because it offers more free time for recharging on leisure on their work days than the 12-hour shift alternative. Because another provider takes the reins mid-shift, nurses have fewer end-of-shift duties to complete as they clock out. This type of schedule generally results in three-day weekends for nursing staff, so they’re able to tend to personal matters more easily. But it doesn’t come without its challenges: 10 hour shifts are long, and thus potentially draining, especially since some may run closer to 11 or 12 hours by necessity. It’s also a rather inflexible scheduling model, since each nurse is only available to work four days of the week. Healthcare organizations that utilize four 10 hour shifts generally maintain a happy workforce, though, because the longer weekends allow for a strong work-life balance, even on working days. They’re also still able to deliver care to more patients than companies based around an 8-hour work day. But the lack of schedule flexibility can become burdensome to their staff, increasing the risk for burnout and turnover. Mid-shift changes can lead to errors and inadequate patient care, which impacts productivity, efficiency, and employee and patient satisfaction. ### Five 8 hour shifts per week School nurses and private medical practices often use five 8 hour shifts per week to deliver care to their patients. Shorter shifts allow nurses to acutely focus on their work without the risk of burnout. It’s a stable, consistent scheduling model that enables nurses to sufficiently recharge during their free time. On the other hand, higher costs of gas, parking, and other travel expenses can weigh heavily on nursing staff, since they move to-and-from their jobs so frequently. They have limited ability to change their shifts and find coverage, too, since everyone works the same schedule. The business sees happier, more fulfilled employees, less turnover, and limited burnout (though burnout is ever-present in the high-stress field of healthcare). Their nurses are focused on their career development and patients, and are more satisfied with schedule stability and a good work-life balance. They’re not able to serve as many patients throughout the days and weeks, though, since they only operate during “normal”, 9-5 business hours. For home health companies that offer travel reimbursements to their nursing staff, reimbursement expenses tend to mount. Plus, if a nurse calls in sick or has car trouble, they often struggle to find coverage, which can lead to missed or canceled appointments and diminish the patient experience. ### PRN or “pre re nata” PRN (pre re nata) or as-needed nurses have no set schedules. They work via pre-established agreements with hospitals and medical facilities, and are available to take on shifts in periods of labor shortages. This offers nurses more flexibility and freedom during the work, and enables them to work at a variety of interesting locations. PRN nurses typically find it difficult to build rapport with their patients and co-workers, since they’re constantly moving from one site to another. They struggle to find consistent professional growth while working for so many different employers. Plus, shift instability means inconsistent outcomes, which can increase stress and frustration. Healthcare businesses that hire PRNs benefit from the flexibility of employing as-needed staff, particularly when running short on hands. They can find specialty care for certain patient circumstances without hiring the caregiver for a full-time position—which can be a more cost-effective solution in particularly complex care situations. But since they can’t provide stability to PRNs, businesses may find it difficult to keep them happy and engaged. The fact that they can’t offer career development opportunities or growth to these types of nurses doesn’t help either, as this doesn’t foster a relationship of loyalty, trust, or connectedness. ## Strategies for Optimal Nurse Scheduling Setting schedules for nurses is often a bit of a balancing act between shifting business priorities, caregiver preferences, and patient demand. No matter which structure your organization selects, it’s important to follow these key strategies for success: ### Communicate with your workforce To remain engaged, productive, and fulfilled in their work, nurses need high levels of communication from managers and supervisors. Healthcare businesses should strive to create and send schedules well in advance to their staff for increased stability and planning—both of which impact nurse satisfaction. They should quickly communicate any changes to schedules, policies, procedures, and more, so everyone is always on the same page. This helps nurses to get their work done as seamlessly as possible and to deliver patient care with complete confidence. Regardless of the schedule type your organization chooses, make sure you’re transparent with staff. It can never hurt to explain to them why the shifts you’ve adopted best suit your business, your employees, and your patients. [Look for tools](https://www.skedulo.com/blog/healthcare-scheduling-tool-checklist/) that enable management to communicate with staff regardless of where they are. A centralized platform can help, since it doesn’t require nurses to toggle between various communication tools (like Slack, text messages, email, etc.) to communicate with supervisors and colleagues. ### Pay close attention to patient feedback Patient feedback will give you deep insights into what’s working, what’s not, and how well your workforce is serving their needs. Due to the [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/), patients have a whole slew of options when it comes to choosing their care providers; so failing to understand and address their feedback could greatly cost you business. Today’s patients want to take an active role in their care rather than be treated as passive recipients. They’re consumers, after all, and thus their expectations are high. Take the time to listen closely to their pain points, desires, and intended outcomes, or risk losing them to a competitor. Using their feedback, build your schedules in a way that best serves their needs. It’s a patient-first strategy that’ll set you apart from other healthcare providers. ### Implement real-time updates Workforce schedules are ever-changing, especially in the complex world of healthcare. Nurses and patients both need real-time updates to feel well-supported and satisfied. Your staff should be empowered to do their best work with seamless access to up-to-date information (e.g. scheduling changes, patient details, policies, procedures, and more). This is particularly true for mobile healthcare organizations, since nurses in the field find it even more difficult to remain in-the-know. Without the right tools for support, they lack crucial information about schedule adjustments and upcoming appointments—which can diminish their productivity and ability to deliver quality care. They need a single, reliable place in which to access and modify their daily schedules. Patients, too, need real-time information regarding their appointments, last-minute changes, and accurate caregiver arrival times. When they have seamless access to information, options, care, appointment bookings, and more, [patients are more engaged](https://www.skedulo.com/blog/understanding-patient-engagement/) in their healthcare, which results in improved satisfaction and outcomes. ### Match shifts and workers by level of experience Each nurse brings a unique experience, skill set, and certifications to the table; and they should be matched to patients based on those details. Again, this is especially vital for mobile and [home healthcare](https://www.skedulo.com/blog/efficient-in-home-healthcare-scheduling/) companies, where proper prover-patient matching impacts productivity, efficiency, and patient care and satisfaction. Healthcare organizations should carefully consider shift lengths versus nurse preferences and experiences, as well as patient demand. By creating schedules that serve the needs of both your workforce and your clients, you’ll increase satisfaction and quality of care. This helps to [avoid premature burnout and high turnover rates](https://www.skedulo.com/blog/5-strategies-to-improve-nurse-retention/)—which is no joke in home healthcare, where turnover rates reached [22.18% in 2020](https://homehealthcarenews.com/2020/10/home-health-turnover-rate-hits-22-18/#:~:text=Released%20Monday%2C%20this%20year%27s%20Home,home%20health%20positions%20in%202020.). And remember: [staffing shortages](https://www.skedulo.com/blog/mobile-workforce-management-in-a-labor-shortage/) have given nurses the upper-hand in terms of evaluating potential employees, so it’s vital to provide them with work that allows them to adequately utilize their expertise. ### Use automated scheduling software Manual scheduling processes and tools are time-consuming and error-prone, which can be extremely problematic in the high-stakes healthcare environment. Yes, it’s important to properly schedule workers for optimal productivity and customer satisfaction in any field, but poor scheduling practices can put patient care and outcomes at risk. Automated software can help businesses [overcome the bottlenecks](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) that often occur in healthcare scheduling. Intelligent solutions match the right nurse to the right job (based on location, availability, skill sets, certifications, patient preferences and history, and more), so they always arrive well-prepared to care for their patients. They also optimize the process by handling the complexities of healthcare scheduling while maximizing patient flow. A centralized scheduling platform offers seamless, real-time, [mobile-first](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/) communication between schedulers, nurses, and even patients; giving them better access to resources, up-to-date patient details, schedules, and more. They instantly generate the best route from one appointment to the next, too, so home health providers don’t have to waste time switching between apps (which is frustrating and inefficient). What’s more, some automated scheduling software even enables [mobile data collection](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/), so nurses can capture key details—like contactless patient signatures, care information, patient history, and more—without missing a beat. This ensures everyone always has up-to-the-minute information regarding their patients, which is critical for excellent care delivery. Modern tools are also equipped to integrate with country-specific regulations. Healthcare businesses in Australia, for example, can integrate their automated scheduling solution with Awards Interpreters to ensure their nurses are working within the government-outlined safe hours. This can help them better manage overtime shifts and other award violations. ## Powerful Scheduling Software for Improved Nurse Engagement Engaging your nursing staff is vital for [retaining talent](https://www.skedulo.com/blog/retaining-talent-in-home-healthcare/), ensuring patient satisfaction, and providing consistently excellent care. This requires [operational efficiency](https://www.skedulo.com/blog/operations-management-in-healthcare/), which depends heavily on the strength of your scheduling process. [Skedulo’s automated scheduling solutions](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) help healthcare organizations manage the complexities of their workforce with ease. With tools for intelligent job matching, optimized routing, seamless communication, mobile data collection, and more, your business can automatically build schedules that boost nurse productivity, satisfaction, and engagement—all of which contribute to better patient care. Learn more about [how successful home healthcare organizations schedule](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) their workforce, or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/understanding-patient-engagement/" type: "blogPost" title: "Understanding Patient Engagement: Benefits, Strategies, and Tools for Success" author: "Craig Panigiris" date: "2021-04-07" description: "Patient engagement is key for the success of modern healthcare organizations. Learn why it’s important and how to implement tools and strategies." lastmod: "2021-04-07" --- # Understanding Patient Engagement: Benefits, Strategies, and Tools for Success Published April 7, 2021 · By Craig Panigiris · 11 min read ![patientengagement](https://assets.skedulo.com/assets/2021/04/PatientEngagement_Mar21_blog-header_1050x557@2x.jpg) _**Please note: **While Skedulo uses the term “patient” on this page to refer to individuals consuming healthcare services, we recognize this industry term may not be perceived the same way by all readers. Some may refer to a healthcare “client,” “consumer,” or “customer,” all of which are perfectly appropriate alternatives to “patient.” Our goal is to discuss patient engagement in a way that is informative for everyone and respectful to all providers and recipients of care, no matter the type of care or the manner in which it is delivered._ The healthcare landscape has changed drastically over the past few years, as ever-evolving technologies make it easier than ever for patients to access care. From remote patient monitoring (RPM) to wearable devices to electronic healthcare records (EHR) and more, mobile healthcare (mHealth) technology has completely transformed the ways in which providers can interact and engage with their patients. But certain complexities have emerged along with this technological shift, particularly for healthcare organizations with mobile, fixed-location, or blended workforces, such as home healthcare companies. It’s true that mobile health offers myriad benefits to both patients and providers, but only if caregivers are able to properly engage their clients. Modern healthcare organizations must adapt to ensure client engagement and overall success amid a changing market and rapidly evolving [healthcare technologies](https://www.skedulo.com/learn/future-healthcare/). ## What is Patient Engagement? Patient engagement refers to the level at which healthcare clients are actively involved in the decisions regarding their health, wellness, and care. Higher patient engagement means care is more personalized, and the patient is more empowered to ask questions and request information about their treatment plan. This deep level of participation requires a partnership between the patient, families, and providers. Although closely related, patient engagement is not the same as the patient experience. Patient engagement refers to a patient’s willingness and ability to interact with a provider, while the patient experience refers to how the healthcare provider met (or failed to meet) the patient’s expectations throughout the healthcare interaction. Better patient engagement often creates a better patient experience through communication and patient-centered care, but the two are not necessarily interchangeable. At its core, patient engagement is a dynamic, strategic approach taken by healthcare organizations looking to provide holistic, end-to-end care. It’s important to note that patient engagement is _not_ simply collecting information from patients, nor providing basic care solutions or options to those patients. **See Skedulo in action** ## The Benefits of Patient Engagement The average patient trusts their healthcare provider to make accurate decisions on their behalf: After all, medical experts have the proper training and experience to advise their patients. But patients must also play an active role in their own health to get the most from their care. It’s not enough to simply examine a patient, decide what they need, and send them on their way with a list of prescriptions and to-dos. Investing the time, tools, and resources to effectively engage patients results in a variety of benefits: ### Decreases no-shows and cancellations When providers invest in their patients’ health and provide seamless access to information, options, and care, patients are more willing to invest their own time, too. They’re empowered to fully access care plans, medical histories, and appointment bookings that work for their individual needs and schedules. That means fewer patients canceling appointments (or simply not showing up) because of scheduling conflicts. Engaged patients are actively involved in their healthcare and are confident that each visit with their provider will be valuable and that their voice will be heard. Therefore, they’re less likely to cancel or miss appointments that they may otherwise assume are unnecessary. ### Requires fewer visits to resolve issues When both the patient and the provider have a deep understanding of needs, preferences, and care options, it’s less likely that key details will fall through the cracks. Information can be easily updated, accessed, and communicated on both ends, so superfluous visits aren’t needed. Patients are also better prepared and comfortable enough to ask key questions, trust that the provider has their best interests in mind, and understand the importance of following through on care recommendations and requirements. ### Ensures continued use of your patient services Engaged patients become satisfied patients. When individuals feel supported by their provider, have a hand in their own healthcare decisions, and are empowered to continually improve their health, they’re more inclined to continue the patient-provider relationship. As with any business, it’s imperative that your end-user has a great experience. With the healthcare industry constantly changing, you’ll need to keep up to survive. This requires providing high-quality care to patients (often in [unique locations](https://www.skedulo.com/blog/the-future-of-home-healthcare/)), adopting the right technology, and [attracting and retaining talent](https://www.skedulo.com/blog/retaining-talent-in-home-healthcare/). By implementing an approach that focuses on patient engagement, you’ll in turn prioritize qualities that lead to an exceptional customer and employee experience, as well as patient loyalty. ### Provides a competitive edge The [consumerization of healthcare ](https://www.skedulo.com/blog/consumerization-healthcare-experiences/)has changed our understanding of patients as they receive services. Healthcare organizations who treat patients as active recipients—as opposed to passive ones—understand the importance of providing a highly personalized experience. Engaging patients means respecting their time, providing easy access to crucial information, and fostering a more personal relationship. Companies who take this approach offer a better overall experience, which incentivizes patients to consume their services over businesses who don’t. ### Improves back-office efficiency Effectively engaging your patients means [implementing tools](https://www.skedulo.com/blog/mobile-technology-maturity-healthcare/) that enable patients to easily access personal health information, self-schedule appointments, and ask questions about their care. Without the right tools, back-office administrators have to track and manage all of those key details manually, which is a time-consuming, burdensome process. By focusing on engagement and [investing in technology](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/) that improves your engagement strategy, patients can input and access their own data into a system that acts as a single source of truth. Back-office staff, providers, and patients are all empowered with accurate information that can be updated in real time. Administrators don’t need to waste time copying handwritten notes into another system of record or asking patients the same basic questions upon each visit. Everything is captured and stored in one digital place, so your back-office operations can run as smoothly as possible. ## Strategies for Ensuring That Your Patients are Engaged It’s clear that engaging your patients is crucial for remaining competitive and ensuring a great employee and customer experience. Though making changes in your process to fully engage patients can seem challenging, there are some proven strategies to help you get started: - **Streamline communication - **Effective communication is paramount for healthcare organizations looking to better engage their patients. This can be particularly difficult, though, if you have a fixed-location, mobile, or blended workforce, as communication tools are often disjointed. For example, if your employees are using email, phone calls, and text messages to communicate updates and details to each other and to patients, they’re likely making it unnecessarily difficult for everyone to get on the same page. Employees and patients must toggle between different apps to receive or share information, which increases the risk of things getting lost in the shuffle or patients becoming frustrated. Instead, implement tools that enable effective communication in a single place, like an easy-to-use app that allows providers to send patients reminders to take medications, attend upcoming visits, or fill out healthcare progress forms. This results in more frequent communication between patient and provider, which builds a stronger relationship and can help providers identify health issues earlier on. - **Provide access to key resources - **In the past, healthcare providers and administrators acted as gatekeepers of patient information and resources. This was largely due to compliance regulations, like HIPAA, which are in place to protect a patient’s privacy and health data. But this also made it difficult for patients to be active participants in their own care, as they had to jump through metaphorical hoops to access their data. It would require an in-person visit or lengthy phone call, with a line of questioning to confirm their identity. Modern tools have altered this process by offering secure, easily accessible platforms that still [ensure compliance requirements](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/), but do so in a much more patient-friendly way. Look for technology that allows your patients to view medical records, access educational resources, and update their personal details (i.e. insurance information, emergency contacts, health concerns, etc.) without having to speak to an administrator or schedule an in-person visit. Patients are thus empowered to take on a more functional role in their care, which makes it easier to engage them moving forward. - **Improve scheduling processes - **[Scheduling](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) is, of course, a key part of any healthcare operation. But it can be quite a complex process if you have to schedule both fixed-location and mobile employees, who may each work during unique days or times. Your staff schedulers need to keep up both with the demands of patients and with the [different types of schedules](https://www.skedulo.com/blog/13-types-of-schedules-for-mobile-and-blended-teams/) to which workers must adhere. This is made only more complicated if they’re still using manual scheduling tools, like spreadsheets. Relieve your staff schedulers of that burden by taking the manual guesswork and inefficiencies out of the equation. Implement a [modern scheduling system](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) that is compliant, can handle time-sensitive and recurring visits, and makes it easy to accommodate the unusual, real-life scenarios often encountered by schedulers and providers. Even better if your scheduling tool keeps an up-to-date record of your providers’ credentials and patients’ medical information, which will ensure that each patient is matched up with the right person for proper care. Your patients will be better engaged if they’re always met with providers who are on time, properly qualified, and totally prepared to deliver care for their unique needs. - **Automate, where possible - **Human intelligence and touch are required for so many aspects of healthcare. But there are some parts of the process that are better handled by technology, like those that are predictable, repeatable, or high-volume. For example, automating your scheduling process can reduce the manual burden felt by administrators, ensure fewer mistakes, and improve resource utilization. Powerful tools for automation can be easily configured to instantly match the right provider with the right patient and location, offer real-time route optimization, and even specify rules based on your unique business needs. That kind of [high-capacity](https://www.skedulo.com/blog/10-things-to-look-for-in-a-high-capacity-scheduling-solution/), accurate scheduling means your providers won’t be double-booked or underprepared for patient interactions. Patients are consistently treated on time and by properly certified providers, which helps build stronger relationships and ensures excellent care at every appointment. - **Increase visibility and transparency - **It’s not always easy to keep track of your workforce operations, especially if you have healthcare workers both in the field and in a fixed location. But lack of visibility makes it nearly impossible to understand your providers’ skills and training, monitor their locations and performance, communicate quickly to resolve issues, or have a comprehensive view of patient data. [Prioritize and improve transparency](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) across your healthcare operations, which will give you key data about employee performance and location, resource availability, scheduling efficiency (or lack thereof), and patient details. You can only increase patient engagement if your organization itself is proactively engaged with employees and overall operations, and that requires complete visibility into how your business is working. To make this as easy as possible, use tools that automatically track patient demand and preferences, resource location and availability, scheduling, services rendered, and provider and patient feedback. You can more effortlessly improve engagement if you have accurate information on what’s working, what isn’t, and what you’ll need to create more meaningful patient interactions. - **Integrate your existing systems - **Most modern healthcare organizations are already using [electronic health record (EHR) systems](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) to track and manage patient details. But if that tool doesn’t work seamlessly with your other existing systems, you’re at risk for creating data silos, missing crucial information that can better inform business decisions, and hindering your ability to keep accurate records across the board. Be sure to leverage technologies that can easily talk to one another (while remaining secure and compliant), which reduces duplicative data tracking efforts and ensures validity across systems. It’s time-consuming and costly to have to consistently manage and update your individual technologies, but optimizing for an [interoperable tech stack](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/) can help you get the most out of your investments. Patient-provider interactions are subsequently backed by accurate, up-to-date data, which can also be connected to systems like payroll, your EHR, and more so invoicing and other administrative processes are a breeze. ## How Technology Can Help You Improve Patient Engagement The mHealth market value is expected to grow to [$316.8 billion by 2027](https://www.grandviewresearch.com/industry-analysis/mhealth-market), an astounding increase from its $11.5 billion value in 2014. This isn’t exactly surprising, as modern healthcare organizations have realized the importance of engaging patients, and have begun investing in technologies to help them do so. Here’s how leveraging the right tools can take your patient engagement strategy to the next level: - **Eliminate workflow bottlenecks - **A robust platform makes it easy to identify and resolve workflow inefficiencies, which are often caused by outdated, manual processes. By using tools that help providers (and patients) [collect, store, and access data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/), you can eliminate time-consuming processes that otherwise prevent your mobile health workers from doing what they do best; caring for their patients. - **Ensure transparency - **Today’s mobile workforce management tools offer real-time status updates, location tracking, and integration into your other existing systems. This makes it easy to plan for capacity, keep track of where your mobile health providers are, and make improvements to your [day-to-day operations](https://www.skedulo.com/blog/operations-management-in-healthcare/)—all of which support increased patient engagement. - **Automate processes - **Stop burning your administrators out by requiring them to complete repetitive tasks. Modern solutions can handle the complexities of a blended healthcare workforce and automatically create effective schedules that reduce no-shows and cancellations. - **Improve collaboration & communication - **Your employees shouldn’t have to constantly switch between apps to communicate key updates, delays, or other workday issues. Empower them with centralized tools that help engage patients in one single place that’s easy to navigate. - **Offer a mobile-first, user friendly approach - **Your mobile healthcare workers are likely always on the go, moving from one site to the next to provide care. Adopt tools that are as easy and effective to use on their mobile devices as they are for back-office workers using them on desktops. The tools your providers use should be built specifically for their unique needs, which means they’ll be [fully supported](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) in the field. Improve Patient Engagement with Deskless Productivity Cloud Your organization’s ability to fully engage patients can make or break your overall success: After all, engaged patients who have a proactive role in their care and positive patient-provider relationships are more likely to continue patient services. Implementing strategies that ensure patient engagement is nearly impossible, though, if you don’t adopt the right tools for support. Skedulo’s Deskless Productivity Cloud is a comprehensive solution that handles workforce management, scheduling, communication, and more—all of which help your mobile healthcare providers better engage patients. Learn why [The Deskless Productivity Cloud](https://assets.skedulo.com/assets/2020/03/The-Evolution-of-Work-and-The-Deskless-Productivity-Cloud-Whitepaper-Skedulo.pdf) is essential for any business with a mobile workforce, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/unleashing-the-power-of-ai/" type: "blogPost" title: "Unleashing the Power of AI: Revolutionising Workforce Scheduling" author: "Mark Graham" date: "2023-08-04" description: "Discover how AI is reshaping workforce scheduling and field service, with gains in efficiency, customer satisfaction, and competitive advantage." lastmod: "2026-05-12" --- # Unleashing the Power of AI: Revolutionising Workforce Scheduling Published August 4, 2023 · Updated May 12, 2026 · By Mark Graham · 3 min read ## **In the rapidly evolving landscape of post-pandemic business operations, Artificial Intelligence (AI) has emerged as a transformative force with the potential to revolutionise scheduling and field services. ** By harnessing the power of [AI technologies](https://www.skedulo.com/learn/ai-agents/), businesses can unlock unprecedented efficiency, agility and customer satisfaction in their scheduling processes. Imagine seamlessly coordinating complex field operations, optimising routes for service technicians in real-time, and ensuring prompt delivery. These advancements are not just futuristic fantasies but present-day realities that empower businesses to gain a competitive edge. AI has already made significant inroads across diverse industries, effectively mitigating employee downtime and minimising service disruptions. Consequently, AI has become a central focus for business leaders and executives, with tools like ChatGPT gaining popularity. AI-powered workforce scheduling is rapidly gaining ground, replacing mundane tasks and enabling faster and more widespread automation. According to a[ study by McKinsey](https://www.mckinsey.com/capabilities/operations/our-insights/smart-scheduling-how-to-solve-workforce-planning-challenges-with-ai), the introduction of smart scheduling led to a **67% decrease in job delays per week and a 29% increase in on-job productivity**, with employees fulfilling and completing 6% more new tasks. Companies that have implemented smart scheduling solutions have experienced significant returns on their investments. A survey by[ NewVantage Partners](https://www.newvantage.com/_files/ugd/e5361a_2f859f3457f24cff9b2f8a2bf54f82b7.pdf) revealed that **92% of large companies reported visible returns on their data and AI investments**, indicating a growing trend. Consequently, these companies are increasing their investments in technology and infrastructure, with 26% already having AI systems in production. Here at Skedulo, we’ve seen some customers achieve an immediate 20% efficiency gain using our[ new Optimisation solution](https://www.skedulo.com/blog/new-skedulo-optimization-engine/). “Intelligent” scheduling applications are not limited to larger companies, as small and medium-sized enterprises are also adopting these strategies to effectively manage their workforce. Regardless of the company's size, the challenges of monotony, time management, and vehicle routing are common. “Intelligent” scheduling opens up new possibilities and provides better opportunities for organisations of all sizes to manage their teams efficiently. The benefits of AI for workforce scheduling are substantial; 1. **Enhanced Efficiency**: With AI-powered scheduling, businesses can achieve unprecedented levels of efficiency. By optimising routes, allocating resources effectively, and automating repetitive tasks, organisations can streamline their operations, reduce costs and improve overall productivity. 1. **Improved Customer Satisfaction**: AI enables businesses to deliver exceptional service experiences by ensuring timely and efficient service delivery. By optimising schedules, dynamically adjusting routes, and proactively addressing customer needs, organisations can exceed customer expectations and build long-lasting relationships. 1. **Competitive Advantage**: By leveraging cutting-edge technologies, businesses can differentiate themselves in the market, offer superior service quality and outperform competitors. This can lead to increased customer loyalty, market share growth, and overall business success. 1. **Resource Optimisation**: AI-powered solutions help organisations make informed decisions about resource allocation. By analysing data, such as employee skills, availability and customer demand, businesses can optimise resource utilisation, minimise downtime, and maximise the value they derive from their workforce. 1. **Real-time Adaptability**: With AI, businesses can achieve real-time adaptability in scheduling field services. By leveraging data and insights, organisations can respond swiftly to unforeseen changes, emergencies, or new customer demands. This agility allows businesses to stay ahead of the curve and deliver exceptional service even in dynamic environments. 1. **Flexibility**: One of the most significant advantages is the provision of flexibility for schedulers and the deskless workforce. AI enables faster and demand-driven scheduling at a large scale, eliminating errors that may have been caused by creating schedules manually using spreadsheets. In conclusion, the power of AI in revolutionising workforce scheduling cannot be overstated. From enhancing efficiency and customer satisfaction to gaining a competitive advantage and optimising resources, AI-driven scheduling solutions have the potential to transform businesses across industries. As we continue to embrace the limitless possibilities of AI in scheduling and field services, we unlock a future where businesses can thrive, employees can perform at their best, and customers can enjoy seamless and timely service. Embrace the power of AI in workforce scheduling and unlock the door to a new era of productivity and success. To find out more about Skedulo, including the use of the Optimisation Engine, [Request a Demo](https://www.skedulo.com/book-a-demo/). ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/use-technology-to-increase-patient-access-6-strategies-for-healthcare-organizations/" type: "blogPost" title: "Use Technology to Increase Patient Access: 6 Strategies for Healthcare Organizations" author: "Stanley Tollett" date: "2024-11-14" description: "Healthcare providers can increase patient access by using telehealth, scheduling software, health navigation services, and communication tools." lastmod: "2024-11-14" --- # Use Technology to Increase Patient Access: 6 Strategies for Healthcare Organizations Published November 14, 2024 · By Stanley Tollett · 11 min read A person’s ability to access healthcare depends on many factors. It involves an individual’s financial resources, insurance coverage, transportation, the healthcare providers and specialists in their geographic area, work schedules, and so much more—many of which are outside the healthcare providers’ control. But it also depends on factors _within _healthcare providers’ control: how easy it is to schedule an appointment, receive services, remember follow-ups, and pay for services received. When providers invest in technology and build the right workflow, they can increase patient access to care. ## What is patient access to healthcare? **Patient access refers to how easy it is to obtain healthcare services **using the provider’s technology and processes. High-quality patient access means people can not only visit their provider in a clinical setting, but also schedule appointments, access medical records, get telehealth services, and communicate with their providers with ease. Patient access includes questions like: - How close is the nearest hospital, general practitioner, or specialist to the patient? - Can the patient access virtual care via phone or video chat? - Does the patient have reliable, affordable transportation? - Is it easy to schedule or reschedule an appointment? - Does the provider send appointment reminders? - How can the patient communicate with the provider between visits? - How does the patient obtain their medical records or test results? - Are medical bills easy to find, even from a mobile device? - Does the provider offer convenient payment methods? Organizations that make it easy for people to access care are more efficient (internally) and more effective (clinically). **PATIENTS who can easily access health services are more informed and involved in their care, which leads to better health outcomes.** Patients with a high degree of access are more likely to schedule appointments, follow-up visits, and lab tests. They are also more likely to take advantage of preventative care like blood pressure screenings and yearly physicals. Digital check-ins mean more accurate patient data, which speeds up billing and insurance decisions. **MEDICAL PROVIDERS who make it easy for people to access care are more clinically effective and operationally efficient.** They have better communication with patients, which makes it easier to monitor, diagnose, and treat their conditions, even remotely. Self-service scheduling and online payment portals reduce the administrative work placed on healthcare workers. With fewer no-shows, healthcare organizations have [higher staff utilization](https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/) and more stable revenue. ## The role of healthcare technology in patient access The market for global health services continues to grow at a rapid pace. Estimates say the market will [top $20 trillion by 2030](https://www.precedenceresearch.com/healthcare-information-systems-market?trk=article-ssr-frontend-pulse_little-text-block)—and home healthcare alone will reach nearly $670 billion. At the same time, a labor shortage puts pressure on healthcare operations. A GE study estimates [42% of clinicians](https://www.gehealthcare.com/insights/reimagining-better-health) are actively considering leaving the industry, and there is a [projected shortage](https://bhw.hrsa.gov/data-research/projecting-health-workforce-supply-demand) of 68,000 primary care physicians and 380,000 registered nurses in the U.S. through 2036. With growing demand and potential workforce shortages, healthcare organizations need strategies to improve patient access _and_ operational efficiency. This is where advances in healthcare technology help make up the difference: recurring task automation, real-time dashboards, [healthcare-specific AI models](https://www.ama-assn.org/practice-management/digital/ai-models-are-reshaping-medicine-here-s-how-they-learn), and much more. **On the patient side, patient access technology makes it easier to:** - Find a qualified provider - Schedule, reschedule, or cancel an appointment - Communicate with healthcare providers - Obtain medical records - View, understand, and pay bills **On the provider side, patient access tools help:** - Complete patient registration - Verify patient details for billing and insurance purposes - Verify coverage and pre-authorizations - Reduce call volume related to appointment scheduling - Reduce appointment no-shows ## Strategies to increase patient access to healthcare Here are six strategies for healthcare providers to increase patient access using technology: ### Offer telehealth, home health, and mobile health services One of the best ways to increase patient access is to meet people where they are. Providers can make this happen with home health, telehealth, and mobile health services supported by [patient care technology](https://www.sciencedirect.com/science/article/abs/pii/S0169409X21003513). **Home healthcare** involves services delivered at a patient’s home or in other healthcare settings, like assisted living facilities or hospitals. Home health is a well-established practice—its history [goes back hundreds of years](https://www.nursing.upenn.edu/nhhc/home-care/) as a practical and family-oriented solution for those with chronic illnesses, disabilities, limited mobility, or in end-of-life care. By offering (and optimizing) health at home services, providers can significantly increase patient access to healthcare. **Telehealth** includes audio-video visits, virtual consultations, secure image sharing, phone calls, and meetings with clinicians. [Telehealth technology](https://www.ama-assn.org/practice-management/digital/ama-telehealth-quick-guide) helps overcome the barriers to healthcare created by weather, transportation issues, and physical distance between patient and provider. Providers can also use telehealth tools for inter-professional internet consultations. **Remote patient monitoring (RPM)** is a type of telehealth technology that allows medical providers to monitor patients’ vital signs and track their progress using wearable devices and at-home medical technology. Providers[ can use RPM](https://telehealth.hhs.gov/providers/preparing-patients-for-telehealth/telehealth-and-remote-patient-monitoring) to track glucose and oxygen levels, monitor heart rate, detect falls, and more. With this information, providers have useful real-world data about the patient’s condition, and they can educate and support the patient remotely. **Mobile health services** are delivered offsite, but not at a fixed clinical location or the patient’s home. For example, consider a weeklong dental clinic at a local community center, a driver who transports samples from clinical settings to nearby labs, or a physical therapist on call for local sports teams. These mobile services bring healthcare to people and places that otherwise might not be able to access it. As the [digital transformation of healthcare](https://www.skedulo.com/blog/how-digital-transformation-is-changing-the-healthcare-landscape/) progresses, healthcare institutions can explore new ways to reach patients where they are. **_RELEVANT TECHNOLOGIES: Telehealth technology, remote monitoring, workforce management software_** ### Offer patient navigation services to overcome common barriers Some people avoid healthcare services because they can’t afford out-of-pocket costs. In some cases, potential patients can’t find (or afford) childcare or transportation for the appointment time. Other people may need help scheduling an appointment, or they may need translation services to communicate with their provider’s office. In some regions and situations, these factors prevent people from seeking healthcare altogether—leading minor conditions to become serious and serious conditions to become critical. More commonly, providers are turning to health navigation services to help overcome these barriers. **Patient navigation** is the practice of helping people get the healthcare information, resources, and services they need. Patient navigators—who can be community health workers, social workers, or other roles—work with patients to address their individual situations. These patient services have been shown to help [increase screening rates for breast, cervical, and colorectal cancer](https://health.gov/healthypeople/tools-action/browse-evidence-based-resources/patient-navigation-services-increase-cancer-screening-and-advance-health-equity) among historically disadvantaged populations and people with lower incomes. > The point of care is shifting. Not so long ago, healthcare took place mostly in the standard settings of hospitals and medical clinics. Now, more and more providers are opening satellite clinics, splitting their time between different office locations, embracing telehealth or even conducting home visits, a reprise of the old physician house calls that were popular many decades ago. > > — Trends in the Shifting Point of Care, www.skedulo.com/resources/trends-in-the-shifting-point-of-care **_RELEVANT TECHNOLOGIES: EHR/EMR/PM, scheduling system, translation services_** ### Improve patient scheduling to increase appointment volume and decrease no-shows [Better patient scheduling](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) means more accurate appointment times, reduced wait times for patients, less staff time spent on scheduling tasks, and higher appointment volume. The right scheduling system also means fewer non-medical tasks—like rescheduling appointments—fall to medical personnel. With smart scheduling, healthcare providers can fit in more appointments and make the most of each one. Scheduling software uses historical data to accurately predict visit length, space appointments appropriately, and match the right healthcare provider to the patient. With a high-quality scheduling system, organizations can use [seasonal trends and operational data](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) to proactively identify understaffing or overstaffing issues. For mobile workers, like home healthcare workers and medical device representatives, scheduling software factors in travel time and [provides the best real-time route](https://www.skedulo.com/blog/sales-route-planning-a-guide-for-field-sales-teams/) to workers on the road. With GPS tracking, managers, dispatchers, and even patients can get providers’ precise arrival times. These tools means healthcare workers spend less time on basic tasks, like communicating their status updates, and more time with patients. For maximum efficiency, start with [these scheduling fundamentals](https://www.skedulo.com/blog/7-strategies-for-effective-home-healthcare-patient-scheduling/): - Securely capture and store relevant patient data - Maintain a patient waiting list for real-time additions - Offer patient self-scheduling (and rescheduling) - Implement wave scheduling and modified wave scheduling - Implement clustering scheduling - Use [automated scheduling](https://www.skedulo.com/blog/challenges-mobile-workforce/) and automated appointment reminders This helps create optimal schedules that balance workers’ availability, patients’ needs, and organizational resources. **_RELEVANT TECHNOLOGIES: Scheduling software, mobile workforce management software, communication tools_** ### Streamline the patient flow to increase onsite capacity As discussed, patient access means (a) someone’s ability to visit a healthcare facility and receive services, (b) someone’s ability to access remote or mobile healthcare services, and (c) the process or staff handling the initial interaction, e.g. the patient access system. Healthcare providers must build a thoughtful patient flow—while tracking records from multiple healthcare settings, including third-party labs and imaging sites—to ensure patients get the care they requested. **Facilities** Optimize the literal patient journey through the facility. Starting with registration, ensure the patient moves through the building in a way that is logical, comfortable, and accessible. Provide a facility map (even digitally) for those who would like one. This is most important for large clinical settings, like multi-provider complexes and [hospital emergency departments](https://health.gov/healthypeople/tools-action/browse-evidence-based-resources/improving-patient-flow-and-reducing-emergency-department-crowding-guide-hospitals). **Telehealth, remote, or mobile services** Ensure the organization’s website, app, and patient portal are user-friendly. Make it easy to access key functions, like scheduling an appointment, sending a message, or checking in for an upcoming appointment. Use automated reminders for upcoming visits or overdue tests. Use GPS tracking to keep patients informed about home healthcare workers’ progress. Use patient communication tools to complement the digital journey; for example, send a text reminder to a patient X days before their next appointment with a link to start their pre-registration in the patient portal. **Patient intake and registration** Optimize the new patient scheduling and registration processes to reduce patient information errors—a common source of claim denials. Verify patient details, confirm contact information, and collect copayments during the intake and registration process for maximum efficiency. **_RELEVANT TECHNOLOGIES: AI and data visualizations, finance software, scheduling system, collaboration tools_** ### Make it easier to book, remember, and pay for appointments Make sure it is **easy to book an appointment** by providing tools patients can use to request an appointment, request a callback, or schedule an appointment directly. When new patients can schedule a consultation online, they are more likely to follow through on their intent to book an appointment. The ability to reschedule or cancel appointments online makes patients more willing to communicate when things change—greatly reducing unexpected no-shows. Help patients **remember upcoming appointments** with automated appointment reminders sent via their preferred communication method: email, text, phone call, push notification, etc. These tools reduce no-shows and improve the use of staff time—and patients like them, too. [A 2023 report](https://kyruushealth.com/patients-prefer-digital-self-service/) found: - 61% of consumers say online appointment scheduling is important when choosing a provider - 77% of consumers are interested in completing pre-visit questionnaires online and using online tools to provide info and confirm coverage - 69% of consumers are interested in digitally alerting the front desk staff that they’ve arrived and are waiting to be seen Patients want it to be **easy to find and pay** their medical bills. Prioritize patient access at the start of the journey—like confirming details in a digital check-in process—so billing and payment processes go more smoothly. Providers should bill payers and patients ASAP so patients can view the bill at their convenience and ask questions. Patients also want the payment itself to be easy; offer multiple payment options in a mobile-friendly platform—something that [72% of patients say they want](https://www.experian.com/blogs/healthcare/patient-access-technology-how-it-creates-better-patient-experiences/). Not only does patient access [improve the patient experience](https://www.skedulo.com/blog/healthcare-patient-satisfaction/), it has a major effect on revenue cycle management and overall financial health: - More patients scheduling appointments = larger base of new patients - More patients scheduling follow-up appointments = a larger share of returning patients - Easier access to medical bills = faster patient payments and revenue cycles - More accurate patient data = faster claim decisions and payments - Fewer no-shows = more predictable revenue cycles and more productive staff **_RELEVANT TECHNOLOGIES: Scheduling software, patient communication system, accounting/financial management software, revenue cycle management system_** ### Improve patient access to their data Patients who can access their data are more informed and more involved in their care plan. This often happens via a patient portal, although patient apps, practice management systems, EHR software, and other tools play major roles in this process. Data transparency should start at the very beginning. Integrate patient portal setup in the new patient onboarding process that happens on day 1. From there, market the system to existing patients to drive increased adoption. If there are multi-channel options—e.g. patients can text to get scheduling options for their usual provider—offer those as well. This helps people who are hesitant to try another app/system, but are willing to engage with text messages. But this access only works with thoughtful patient education. Customers need to understand that it exists and know how to use it—a process that happens over time and via multiple channels. ### During registration: verify patient info and introduce the benefits of digital tools, like the patient portal and online registration ### When booking an appointment: on the confirmation email/printout for a new appointment, include instructions for the self-service scheduling tool the patient can use to reschedule if needed ### When an appointment is coming up or the patient is due for a follow-up service: automate reminders to send at specific times (e.g. 7 days, 2 days, and 1 day before the appointment) and include a link to the digital check-in form to encourage pre-registration ### When payment is due: for customers who receive paper statements, include instructions about using the online portal/payment system to view and pay their bill; for customers who pay copays or other fees onsite, provide a handout, QR code, or follow-up message about the online tools available ### When a customer reaches out with a question: even small interactions are opportunities to introduce customers to digital tools, e.g. a library of resources that can answer their question, or a secure portal to review past results **_RELEVANT TECHNOLOGIES: EHR/EMR/PM system, patient portal, patient communication system_** ### How Skedulo increases patient access When medical services are easily accessible, patients come in more often. This helps medical providers diagnose medical conditions faster and start treatments sooner. Down the line, these benefits add up to huge differences: better overall health, longer patient history, and less strain on healthcare resources. Skedulo is a workforce management platform trusted by healthcare companies around the world. The Skedulo Pulse Platform and Skedulo Plus app offer: - **Smart scheduling** - handle employees, contractors, and specialized workers in one user-friendly system - **Communication** - push changes and updates to all impacted workers at once, no matter where they are - **Custom forms and workflows** - create forms and workflow steps that are perfectly tailored to the way you work - **Integrate with common apps** - extend your existing systems and configure Skedulo to meet your needs - **Manage complex systems of care** - use conditions, rules, and real-time data to manage providers with different qualifications and availability distributed among many sites of care Read more about how Skedulo has helped [home health organizations](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/), [high-volume laboratory testing](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/), and [health and safety trainers](https://www.skedulo.com/customers/american-red-cross/) improve their healthcare operations. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/vaccine-scheduling-maximizing-your-volunteers-and-resources/" type: "blogPost" title: "Vaccine scheduling: maximizing your volunteers and resources" author: "Chelsea Basilotta" date: "2021-02-25" description: "Skedulo is collaborating with state leaders to support vaccination operations with high capacity scheduling." lastmod: "2021-10-22" --- # Vaccine scheduling: maximizing your volunteers and resources Published February 25, 2021 · Updated October 22, 2021 · By Chelsea Basilotta · 2 min read ![vaccine](https://assets.skedulo.com/assets/2021/02/VaccineScheduling_02-21_blog-header_1050x557@2x-1.jpg) As the world embarks on the largest scheduling operation in human history, it’s all hands on deck to assist with the administration of the COVID-19 vaccine. Countries, states and provinces are in the midst of figuring out how best to deliver the vaccination to their populations in a way that is: - safe - efficient - scalable We have had the privilege of collaborating with multiple states in the US, parts of Canada, and other countries to support vaccination operations through high capacity scheduling in order to meet all of these requirements. ### Scheduling is essential The Governor of California [recently announced their vaccine initiative](https://www.bizjournals.com/sanfrancisco/news/2021/01/25/salesforce-lands-major-california-s-covid-role.html) and shared that Skedulo will work with Salesforce and Accenture to schedule vaccination appointments and support frontline workers involved in the roll out. The state’s My Turn system makes it easy for people to check their eligibility to receive a vaccination and then book an appointment. Meanwhile, in a [presentation by the CDC](https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2021-01/08-COVID-Cohn.pdf), it was noted that scheduling will play an essential role in ensuring a safe and effective COVID vaccine administration program. Staffing at vaccination sites is another critical element named in the presentation – and one that will require a little help from people in the community to make work. ### Calling all volunteers The call has been put out for volunteers (including retired nurses, doctors and other medical staff) to [assist with frontline efforts in rolling out the vaccine](https://www.wsj.com/articles/covid-19-vaccine-sites-call-in-volunteers-retirees-to-staff-rollout-11611846319). This includes workers that may be needed to direct traffic, check in patients, provide security, and more. It’s an intelligent way to invite people to help their communities move past COVID-19, and speed up the delivery process to ensure those who need the vaccine most get it as fast as possible. However, as with any huge staffing operation and particularly those involving volunteers, the challenge is to [manage t](https://www.skedulo.com/blog/benefits-of-vaccine-scheduling-software/)hese resources effectively and get the right people in the right place at the right time. ### Maximizing volunteer resources using Skedulo Skedulo has been working with state and local governments in the US as well as governments internationally to assist with and plan for the vaccine roll out. For people who are getting the vaccine, [Skedulo allows vaccine recipients to check eligibility](https://www.skedulo.com/industries/healthcare-human-services/), schedule their appointment, and check in on the day. But Skedulo also takes the pain out of managing huge volumes of frontline workers, and optimizing the availability of volunteers. Skedulo’s Volunteer Scheduling solution can be made available to volunteers so that they may: embedded into any volunteer registration website, where volunteers can: - register their interest - select locations they would like to volunteer to work at - enter their skills, role, and contact information - choose shifts that meet their availability This applies whether the volunteer wants to take on a single shift, multiple shifts, or accept as many shifts as possible. Using Skedulo to remove barriers such as registration difficulties and a lack of flexibility in choosing shifts will absolutely help drive more volunteer involvement and engagement. In turn, this will lead to higher vaccination numbers and faster completion of the vaccine roll out - helping to protect everyone in our communities and facilitate a speedier return to normality. **To learn more about how Skedulo’s high capacity scheduling and volunteer scheduling solutions can assist with the effective management of your volunteer workforce, simply [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/what-a-deskless-productivity-platform-really-means/" type: "blogPost" title: "What a “deskless productivity platform” really means" author: "Bryan Meyer" date: "2021-11-24" description: "Skedulo targets the specific challenges and complexities our customers face every day. Here's what a deskless productivity platform really means." lastmod: "2021-11-24" --- # What a “deskless productivity platform” really means Published November 24, 2021 · By Bryan Meyer · 3 min read When I first learned of Skedulo almost 6 years ago, the company was still very much in its infancy. I had recently come out of working for several successful start ups which were bought out by the likes of Microsoft and Ocacle – and I found myself on the hunt for the next unicorn. Ultimately, I wanted to join a fun company with a cool vision I could get behind. I knew that company was Skedulo as soon as I heard about their mission to use purpose-built technology to empower the rapidly expanding number of workers who do not sit at a desk all day, and their employers. At the time, Skedulo only had a presence in Australia and Vietnam. The office in San Francisco had just been set up, with 4 staff working tirelessly to introduce Skedulo to the US market. 6 years on, as Regional Sales Director for the US West and Canada, and it’s been a wild ride. What hasn’t changed though is our mission and approach, which I believe have been instrumental to our success. ### Beyond field service management to deskless productivity As a platform, Skedulo’s approach to directly target the specific challenges and complexities that our customers face every day has allowed us to outperform competing platforms in every possible way. > Deskless productivity is enabling mobile and field workers with the tools they need to be uber effective and efficient. Skedulo fits into traditional technology categories known as “field service management” and “workforce management”. However, Skedulo’s founders have never let these established paradigms shape the development of the product. Rather, it was a commitment to continually iterate Skedulo based on customer feedback that has contributed to the Skedulo we now deploy in organizations across the globe today. Where competing field service management products are usually an after-thought – tacked on to another platform – Skedulo is built purely to serve deskless workers and solve our customers’ key issues. While rising competition in the space certainly validated what we have been working towards along the way, the lack of configuration in other products simply doesn’t suit organizations with deskless workers who have very diverse use cases. Skedulo is the first enterprise platform that covers the full lifecycle of frontline work, in addition to tackling all the various complexities that organizations across all verticals are looking to solve. Despite our name, we help businesses with a lot more than just scheduling. In the past 7 years, we have built a dedicated platform that speaks to the common fundamentals of a deskless workforce, such as: - Scheduling and Optimization - Rules and Constraints - Mobile Ready - Workforce Management - Communication and Collaboration Being younger and more agile, we’re also able to respond rapidly to evolving needs (as we showed in 2020 with our launch of [high capacity scheduling](https://www.skedulo.com/product/field-scheduling/) to support COVID-19 testing and now vaccination scheduling). Another reason for our success is an unwavering commitment to interoperability. In wanting to help businesses develop best in breed technology stacks, Skedulo can integrate seamlessly with other cloud platforms. This means a business is able to leverage the best technologies to support their operations, while still attaining a single system of record. These factors – along with our _Customer driven _values – have motivated leading global healthcare companies, solar companies, utilities companies, and more to put Skedulo to work in their businesses to solve their deskless workforce challenges. ### The future of scheduling is here, now 80% of the global workforce is deskless, and this number continues to grow. The events of 2020 certainly cemented the importance of supporting a mobile workforce, while confirming the huge gaps between the functionality of major platforms (that have been developed primarily with desk-based workers in mind) and the true needs of business owners. We’ve been working hard to close these gaps and, as they say, the proof is in the pudding. We can’t hire fast enough and with our recent successful [Series C funding round](https://www.skedulo.com/news/skedulo-raises-75m-in-series-c-surpassing-35-million-appointments-scheduled/), we are perfectly positioned to solve new deskless workforce challenges as they arise within industries. For example, we are now working with established [energy companies](https://www.skedulo.com/blog/driving-innovation-retention-and-customer-experience-in-the-utilities-sector/) to help them overhaul legacy tools so they can meet changing consumer demands and respond faster to threats brought on by climate change. Every business in every industry has an opportunity to deliver a better experience for their staff and customers by leveraging the best technology for the job. And when it comes to managing field workers, mobile workers or any deskless workers…that technology is Skedulo. ## Related posts - [Build vs Buy: Mobile Workforce Management Software](https://www.skedulo.com/blog/build-vs-buy-mobile-workforce-management-software/) — November 1, 2023. Buying or building a new software platform is a huge decision for any business. Whether it’s a SaaS solution or one created in-house, the software needs to fit into the budget, address the company’s key goals, and be easy for workers to use. Now that only 33% of workers are tied to a specific loca… - [Refreshing a Brand with Good Bones](https://www.skedulo.com/blog/brand-refresh/) — September 28, 2022. First impressions are never wrong When it comes to evaluating brands, I believe first impressions are never wrong. When your brand is out in the wild—outside a context of a branding case study—people are going to think what they want to think. In many ways the underlying logic behind the branding d… - [How Skedulo is using an expanded partner ecosystem to help customers solve the challenges of the deskless workforce](https://www.skedulo.com/blog/how-skedulo-is-using-an-expanded-partner-ecosystem-to-help-customers-solve-the-challenges-of-the-deskless-workforce/) — July 22, 2022. What I love most about my job is hitting the road and listening to our customer stories. Over time, I’ve come to learn a lot about what our customers need to manage their field, mobile and deskless workers on the frontline. What constantly strikes me is how they apply Skedulo in so many different w… --- --- url: "https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/" type: "blogPost" title: "What Do Field Service Techs Want in a Mobile App?" author: "Stanley Tollett" date: "2024-09-06" description: "A field service app must be easy to use and connected to the most important data sources. Here's what else to look for in an app for field service techs." lastmod: "2026-05-12" --- # What Do Field Service Techs Want in a Mobile App? Published September 6, 2024 · Updated May 12, 2026 · By Stanley Tollett · 7 min read The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in company success—but field teams can’t do it without the right technology. Technicians often work alone or in small teams, in unfamiliar environments, and without network connectivity. A good field service app helps address major barriers like these. But despite the importance of technology in field service, field service workers say there is room to improve. For example, [very few utility employees](https://www.westmonroe.com/perspectives/signature-research/how-utilities-can-win-the-war-for-talent) (12%) say their company offers the best technology, and most utility employees (60%) say their company needs to update its workplace technology. Here are five things technicians expect from a field service app: ## Access to customer info and troubleshooting tools Field service technicians want to have the [right information](https://www.skedulo.com/learn/field-service-knowledge-management/) ahead of time to deliver the best possible customer service. When workers arrive prepared, they are better-equipped to make the most of the visit and complete the work efficiently. This saves time, cuts expenses, and demonstrates reliability to customers. Preparation starts with [accurate, up-to-date information](https://www.skedulo.com/blog/field-service-management-best-practices/) about the client and the job. A technician assigned to an upcoming appointment should be able to view customer details from the customer relationship management (CRM) system, appointment history from the scheduling system, and details about their assigned job. Field teams should also have access to external data: equipment specifications, manufacturers’ recommendations, and tutorials for new or uncommon tasks. This level of knowledge and access means a higher first-time fix rate—[a key trait](https://www.aquant.ai/blog/close-skills-gap-cut-service-costs-2024-benchmark-report-insights/) of top-performing field service companies. With the right contact info, notes from previous appointments, and relevant specs, a field service tech can be more confident and effective. **Must-haves for your mobile app** - Integration with CRM system - Role-based permissions - Troubleshooting database (manuals, guides, etc.) - Real-time updates to/from customer records **Key outcomes** - More prepared and empowered workers - Higher first-time fix rates - Higher customer satisfaction scores - Lower rate of repeat/rescheduled jobs ## Communication tools Field service techs want reliable and accessible communication tools. To run [field service operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) efficiently, workers in the field need to be able to communicate with several different groups: - **Main office - **get cancellations, updated schedules, and other job changes from schedulers and dispatchers in real-time - **Supervisor - **escalate problems, troubleshoot complex problems, and discuss time-sensitive issues with managers ASAP - **Other field workers - **coordinate schedules and share information for jobs that require multiple workers or sequential tasks - **Customers - **send appointment reminders, post-job follow-ups, and forms for signature with help from automated workflows The ideal app should feature communication tools for each of those purposes—or integrate with the communication tool of choice. But the ideal setup will depend on the target customer, the nature of the service(s) provided, and other factors. For example, field work that is highly varied, complex, or time-sensitive will require more communication with colleagues and supervisors. Workforces that complete a [high number of jobs per day](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) or experience a high rate of schedule disruption will require more communication with customers, schedulers, and dispatchers. With a great field service app and a workflow to back it up, technicians spend less time on simple communications and more time on strategic, valuable communications. The right technology can provide easy templates and logical rules [to automate tasks](https://www.skedulo.com/blog/field-service-automation-advantages/) that are routine, but essential—like sending appointment reminders, forms, job summaries, and invoices. **Must-haves for your mobile app** - Internal messaging features - Customer messaging features - Automated appointment reminders, invoices, and follow-ups - [optional] Integration with other communication tools **Key outcomes** - Reduce time spent on the phone - Reduce miscommunications - Improve [dispatch processes](https://www.skedulo.com/blog/how-dispatch-schedule-software-drives-productivity-profitability/) - Eliminate unnecessary travel to canceled or reassigned jobs - Improve consistency of appointment follow-ups ## Simple data entry Technicians want an easy way to record key information in the field. Every job generates useful data: travel time, travel distance, service(s) performed, equipment used, job duration, resolution, and more. When data is well-managed, it becomes [a competitive advantage](https://www.skedulo.com/blog/field-service-management-technology/) for the business. But when the data is inconsistent, incomplete, or inaccurate, it quickly becomes overwhelming. Field service technology should make data collection a natural part of the process. To be effective in the field, a mobile app should have: - **Mobile-friendly workflows: **techs need to take photos, collect signatures, and complete forms easily using mobile devices, even when offline - **Prompts encourage data entry: **system prompts and required fields remind workers to log key job details and avoid common errors - **Integration with other data sources: **track equipment and vehicle usage with info from [enterprise resource planning (ERP)](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/) or asset management systems - **Data-informed insights: **predict job duration, complexity, and equipment needed based on past job data and historical trends - **Reduce manual entry: **use pre-filled fields based on the technician’s profile and automate other recurring tasks to [reduce time spent on data entry](https://www.skedulo.com/blog/improve-field-data-collection/) Data collection and data entry is an underappreciated part of field service work. It affects every part of the field service business, especially invoicing, time tracking, staff efficiency, staff satisfaction, and customer satisfaction. For a field service tech, excellent data management means less time doing paperwork and more time completing revenue-driving jobs. **Must-haves for your mobile app** - Ability to sync data with CRM, ERP, time logs, etc. - Offline data entry (and automatic sync when connected next) - Customizable forms - Ability to take photos and collect signatures **Key outcomes** - Less paperwork and other admin work - Higher [workforce utilization rate](https://www.skedulo.com/blog/workforce-utilization-in-field-service/) - More accurate record-keeping - Quicker follow-ups after jobs - Faster invoice processing ## User-friendly and responsive interface Field service technicians want a fast, intuitive app that loads well on mobile devices. High-quality consumer apps have raised the bar for all workforce technology, including field service apps. They must be reliable, fast, intuitive, secure, and based on UI/UX best practices. The ideal field service app should be prepared for [the complexity of mobile work](https://www.skedulo.com/blog/field-service-mobile-solutions/). It should be user-friendly, easy to learn, and even easier to use in the daily field service workflow. Whether the job is providing security for an event at a massive sports complex, or installing equipment for rural homes, the app should be able to function and collect essential data. Even when service is spotty or the network is overloaded, the app should intake the info and automatically sync it to the system when the device re-establishes connection. If it doesn’t meet those expectations, the employee experience will suffer. Across industries, [most employees (70%)](https://business.adobe.com/resources/reports/state-of-work-2023.html) say they don’t have the tech to support day-to-day work. And while almost all C-suite executives say their company considers people’s needs when deploying new tech, [only 53% of staff](https://www.pwc.com/us/en/services/consulting/library/consumer-intelligence-series/tech-at-work.html) feel the same. Poor workforce technology causes technicians to waste valuable time, become frustrated, find workarounds, or even abandon the app entirely. **Must-haves for your mobile app** - Intuitive visual interface - Fast load times - Efficient use of phone battery - Optimized forms to reduce unnecessary steps - Ability for users to submit bugs and feature requests **Key outcomes** - [More productive](https://www.skedulo.com/blog/field-service-management-software-productivity/) field service teams - Increased employee satisfaction - Higher rates of technology adoption - More consistent technology usage ## Schedule optimization Field service technicians want functional schedules that are easily accessible using mobile devices. Schedule optimization has a major effect on the daily experience of field service techs, despite being a back-end feature that may go unnoticed. When schedules are more realistic, well-balanced, and adapt to real-world changes—and take a fraction of the time to create—field techs see the difference. The benefits of smart scheduling for field service include: - **Job matching** - assign field service technicians to jobs based on location, qualifications, customer history, and other factors - **Route optimization** - build efficient routes based on distance, traffic, and real-time changes - **Better, faster schedules **- automatically generate a first draft of team schedules that account for many different variables - **Schedule automation **- basic scheduling tasks that meet certain criteria are handled quickly and accurately using AI tools - **Change management** - process a high volume of data, including real-time requests from customers and changes from field techs Scheduling practices should support and reinforce the company’s field service goals and KPIs. A [field sales team](https://www.skedulo.com/blog/strategies-for-managing-a-field-sales-team/) that wants to maximize the number of daily interactions with prospects will prioritize the closest rep and the locations that have the most potential customers. On the other hand, a utility company that offers complex field evaluations may prioritize the technician’s experience in the client’s industry when [creating team schedules](https://www.skedulo.com/blog/8-utility-challenges-to-solve-with-smart-scheduling/). Optimization tools help managers fine-tune many different variables within one field service scheduling system. But regardless of the internal complexity, the experience in the field should be simple. A technician needs an easy way to view the schedule, accept changes, see the best route between job sites, and report issues in real-time. **Must-haves for your mobile app** - Mobile view of schedule - AI scheduling features - Optimization engine with customizable business priorities - Report delays and other changes to the main office - Receive, view, and download updated schedules ASAP **Key outcomes** - Higher rate of schedule adherence - Increased rate of on-time arrivals - Higher rate of successful job resolution based on job matching - Increased schedule stability - Higher employee satisfaction rates - Efficient scheduling means more productive field service teams ## Choose the right app for your workforce Technology enablement should be a top priority for any field service workforce. Among companies with a field service team, [nearly 90%](https://www.cio.com/article/455563/customer-service-especially-field-service-helps-companies-outperform-competitors-and-drive-growth.html) of decision-makers see their field teams as critical to business growth. To be effective, a field service mobile app should enable data sharing, communication, and more. But the most important thing a field service app can do is to keep it simple for the field and allow technicians to focus on customer service. Skedulo Plus is a mobile app built for field service teams. Set business priorities and KPIs, create custom forms, and use smart scheduling rules to make the most of skilled workers’ time. Use integrations and extensions to connect Skedulo Plus with CRM, ERP, and other tools for field service operations. Dig deeper into the [Skedulo Plus mobile app](https://www.skedulo.com/resources/skedulo-connects-skedulo-plus-mobile-app-webinar/), and see [what makes Skedulo a leader](https://www.skedulo.com/customers/g2-leader/) in customer satisfaction, user adoption, and time to ROI. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/what-is-deskless-productivity-software/" type: "blogPost" title: "What is Deskless Productivity Software?" author: "Bartek Woroniecki" date: "2020-03-12" description: "What is deskless productivity software (DPS) and what are the main components you should look for in a solution? Find out the answers." lastmod: "2021-05-02" --- # What is Deskless Productivity Software? Published March 12, 2020 · Updated May 2, 2021 · By Bartek Woroniecki · 2 min read ![What is Deskless Productivity Software?](https://assets.skedulo.com/assets/2020/03/B_DesklessProductivitySoftware_03-20_large_img_1080x623@2x.png) ## The Era of Deskless Productivity Software is Here According to [Emergence](http://desklessworkforce2018.com/), the deskless workforce is comprised of 2.7 billion people and represents 80% of the global population. Quite surprisingly, very little of the $300 billion spent on business software is targeted to these workers. However, the evolution and proliferation of mobile devices has given them powerful functionality and made their availability ubiquitous. This combined with the displacement of legacy on-prem applications by always-on, anywhere-accessible SaaS offerings has altered the landscape for mobile workers. Mobile devices provide the perfect tools for deskless workers, who are always on the go, to access the applications they need to get work done. Enter deskless productivity software. ## What is deskless productivity software? Deskless productivity software is a category of mobile-first, cloud-based applications and services that helps deskless workers increase the efficiency and impact of their work. These [deskless workers](https://www.skedulo.com/learn/deskless-workers/) (a term which encompasses a variety of [mobile and field workers](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/)) generally work in high-touch service industries and often have direct customer interaction on a regular basis. The combination of applications and services that are required by a particular organization will vary based on the nature of their business and their industry. Typical industries that would benefit from deskless productivity software include Healthcare, Retail, Safety & Security sales & services, and Non-profit among others. ## What should you look for in deskless productivity software? There are typically five key components that will be found in a comprehensive solution: #### 1. Deskless workforce management and job scheduling The ability to manage your entire deskless workforce both mobile (remote) and fixed-location, and ideally in a single system, is core to a solution. Functionality should include maintaining key information about your mobile resources—including skills, certifications, costs, availability, locations, and preference. Schedulers should be able to easily match available and qualified employees to customer requirements and expectations. The best solutions will automate job scheduling, leaving schedulers to do exception management. #### 2. Employee engagement tools Deskless workers, schedulers and business owners need to feel connected. A mobile app with robust abilities to communicate and share critical information about a job and send data about a particular job securely and easily back to corporate is crucial. #### 3. Strong analytics The power to measure and track workforce productivity gives you the ability to use the insights to improve operational efficiency, better match resources to particular jobs and locations, and make strategic decisions to grow the business #### 4. Configurability Every business and industry will have unique workflows that work for them. A powerful deskless productivity software solution will have the flexibility to seamlessly fit into these workflows. #### 5. Powerful APIs and integrations Every organization has a unique technology stack. They will likely also have traditional desk workers as part of their employee base. Ideal deskless productivity software solutions are extensible enough to connect to upstream and downstream systems that are already in place. These five components can be pulled together separately to build a comprehensive solution, but the result is often operational inefficiency for administrators dealing with multiple deskless productivity solutions or increased burden on IT due to managing multiple systems. Yet another option is to look for a comprehensive solution like [The Deskless Productivity Cloud](https://www.skedulo.com/learn/mwm-overview/), powered by Skedulo. You can [schedule a demo](https://www.skedulo.com/book-a-demo/) and see The Deskless Productivity Cloud in action for yourself. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/what-is-enterprise-mobility-management/" type: "blogPost" title: "What is Enterprise Mobility Management (EMM)?" author: "Bartek Woroniecki" date: "2020-12-17" description: "Enterprise mobility management (EMM) is important to a deskless workforce, but so is ensuring interoperability. Learn how you can enhance your EMM system." lastmod: "2020-12-17" --- # What is Enterprise Mobility Management (EMM)? Published December 17, 2020 · By Bartek Woroniecki · 7 min read The use of mobile devices and applications is essential for organizations with a deskless workforce, regardless of industry, as successfully delivering products and services in the field requires connectedness and collaboration. Mobile workers use these tools to schedule appointments, communicate with customers and staff, keep track of their work, and more. But gaining real business value from mobile tools requires a careful approach that takes into account much more than one specific app or device. Organizations that [properly use mobile technologies](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/) know just how crucial Enterprise Mobility Management (EMM) is for empowering and supporting deskless workers. It allows businesses to securely enable mobile devices and applications for improved efficiency, communication, and customer service. ## Enterprise Mobility Management Enterprise Mobility Management refers to the tools and processes businesses use to secure and manage their mobile devices and applications. Its goal is to reduce, or even eliminate, the significant security risk that comes with employees using smartphones, tablets, and similar tools to perform their jobs. EMM can also lead to a variety of benefits, such as reduced inefficiencies and increased productivity, as it connects key technologies to overall infrastructure and business goals. ### Components of EMM In most cases, an EMM solution will be equipped with four technologies, including: - **Mobile Device Management (MDM): **MDM allows administrators to apply and enforce security policies to mobile devices on their infrastructure, regardless of the device type or operating system. - **Mobile Application Management (MAM):** MAM provides security functions similar to MDM, except for the applications themselves (rather than the devices as a whole). It allows businesses to easily distribute and manage their apps. - **Mobile Identity Management (MIM): **MIM ensures that only authorized users and devices have access to enterprise data and applications. It involves identity and access management capabilities like digital certifications, single sign-on, device enrollment, and authentications. - **Mobile Content Management (MCM):** MCM allows content to be easily and securely shared from any device within an organization. This content may include spreadsheets, emails, schedules, presentations, and other important enterprise data. These technologies work together to provide businesses with the tools necessary to fully secure their mobile devices, applications, and data. ## The Evolution of Enterprise Mobility Management The origins of EMM trace back to the early 2000s when ’[bring your own device](https://www.techradar.com/news/computing/what-is-byod-and-why-is-it-important-1175088)’ (BYOD) policies started to increase in popularity. Employees began to use their own devices for business tasks, rather than using separate devices for work. The BYOD trend is convenient for employees, but it caused businesses to wonder how they could [maintain control over their data](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) and mobile solutions. After all, employees were using their own hardware instead of what was provided to them, which added a unique layer of risk in keeping important data safe. Suddenly, enterprises needed to ensure security for every device type and operating system. Around 2009, the first Mobile Device Management solutions came to market. Apple and Google enabled Applications Programming Interfaces (APIs) that allowed security policies to be administered to their devices over the air. While early MDM was usually only compatible with one mobile operating system, support from Android, iOS, Windows, and Blackberry emerged for a more cohesive experience. Though the core function of MDM is to deliver security mandates to devices, vendors began to add more features, like device inventory, data encryption, and remote data wiping. Other solutions, like Mobile Application Management and Mobile Identity Management, were also introduced, [enabling IT teams](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it/) to more effectively address security challenges. As smartphones and tablets became more complex around 2010, vendors realized that in order to streamline operations, enterprises needed them to compile all of their offerings into one succinct package. **That’s when Enterprise Mobility Management made its debut. **Depending on the vendor, these new EMM solutions were either an extension of an existing EMM tool or a collection of their mobile technologies. As phones become smarter and security concerns change, [EMM continues to evolve](https://biztechmagazine.com/article/2016/04/evolution-enterprise-mobility-management). In early 2018, there was a shift from EMM to Unified Endpoint Management (UEM). UEM consolidates the management of all endpoints (including desktops and mobile devices) into a single solution. UEM is still a work in progress, however, as vendors continue to prepare this technology for public use. **Ready to make your entire team more effective?** ## Maximizing Productivity with EMM EMM enables organizations to connect their employees to the information they need while protecting data, applications, and networks. It improves the way companies support and manage mobile productivity for a [deskless workforce](https://www.skedulo.com/learn/deskless-workers/), which requires complete access to digital tools while in the field. The [consumerization of the employee experience](https://www.linkedin.com/pulse/where-invest-employee-experience-consumerization-hr-phillip-yero) has increased the expectations of mobile workers, who want the same level of user-friendly, personalized interactions with work technologies as they do outside of business hours. If you enable proper EMM to allow deskless workers to safely use their own devices for business-related tasks, your employees will be more engaged, satisfied, and productive. They’ll also be empowered to instantly and securely [capture and access key data](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) in the field, eliminating the extra step of manually entering information into a system when they return to the office. That kind of seamless, digital data collection increases accuracy and efficiency and reduces the administrative load for mobile workers. Essentially, your deskless workforce will be able to meet your business needs at any time while using the devices to which they’re already accustomed. EMM can also help employees take advantage of the [business-specific productivity apps](https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/) that connect them to customers and the back office to eliminate bottlenecks in the workflow. And because EMM offers enterprise-level security (regardless of where deskless workers are), organizations can rest easy knowing these apps are secured to protect sensitive company and customer information. ## Enterprise Mobility Management and The Deskless Workforce The deskless workforce continues to grow, as do the technology options to [support individual workers](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/). These days, smartphones and tablets have replaced faxes and office lines. Employees who are out and about in the field (rather than sitting at a desk from 9 to 5) use their own mobile devices to update work schedules, communicate, and track progress. But for organizations who rely on a mobile workforce to deliver products and services, an EMM system alone may not be enough to remain competitive. While enterprise mobility management focuses on providing tools and processes that _secure_ mobile apps, mobile workers still need a way to bring those apps together in one cohesive work environment. [Deskless productivity software](https://www.skedulo.com/blog/what-is-deskless-productivity-software/) offers mobile-first, cloud-based solutions that bring together different essential tools and features in one employee-facing platform. In tandem with an EMM system, deskless productivity software empowers mobile workers with tools that optimize scheduling, boost engagement, offer strong analytics, and fit seamlessly into existing workflows—all while ensuring a secure, user-friendly experience. By pairing an EMM strategy with deskless productivity software, organizations can connect disparate data collected through a variety of mobile apps and tools into one system of record. The resulting transparency leads to better overall [visibility into the mobile workforce](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/), which in turn leads to improved business insights, resource planning, scheduling, and customer satisfaction. For example, a deskless worker captures a variety of data in the field (like job completion time, schedule adherence, and customer details) and uses a customer relationship management (CRM) system to ensure they’re prepared for every customer interaction. The employee’s mobile device, and the applications themselves, are secured through their organization’s EMM solution, so they can safely capture sensitive customer information while on the job. The mobile employee’s organization has also implemented deskless productivity cloud software, so data entered by the worker automatically (and securely) syncs with payroll, HR, and invoicing systems. This [interoperability](https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/) boosts efficiency for both the mobile worker and the back office by eliminating data silos and providing total transparency into key trends. Enabling data to flow seamlessly through a variety of systems is also incredibly beneficial to customers, who can confidently rely on the organization’s ability to: - Match them with the right mobile worker (based on information that lives in the company’s HR system) - Understand their preferences, history, and more (based on data synced from the CRM). - Provide them with the best service possible (backed by the worker’s easy access to the company’s knowledge base and secure communication tools) - Collect their signature at the time of job completion (with contactless tools synced to an invoicing system) ## Software to Complement Enterprise Mobility Management For organizations with a deskless workforce, securing mobile employees’ devices and applications is paramount for instilling confidence in employees and customers. Enterprise mobility management paired with deskless productivity software can safeguard against security threats so deskless workers can focus on productivity and customer satisfaction, and leaders can measure crucial KPIs over time. In addition to implementing EMM, [Skedulo’s Deskless Productivity Cloud](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) can intelligently and securely manage your mobile workforce. Our mobile-first solution integrates a suite of unique tools designed to better manage deskless workers with your existing workforce apps—all in one centralized platform. Learn more about [what your tech stack needs](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) to properly manage your deskless workforce, or [book a demo ](https://www.skedulo.com/book-a-demo/)today! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/what-is-field-service/" type: "blogPost" title: "What is Field Service? How to Drive Operational Efficiency with FSM Software" author: "Craig Panigiris" date: "2022-07-01" description: "Field service organizations must prioritize operational efficiency to survive. Learn how the right software can help your team boost productivity and revenue." lastmod: "2022-07-01" --- # What is Field Service? How to Drive Operational Efficiency with FSM Software Published July 1, 2022 · By Craig Panigiris · 11 min read Field service refers to any job that’s performed in the field, as opposed to on company property or in a traditional office setting. Field service organizations dispatch their employees or contractors to customer sites, where they sell, install, repair, or maintain systems or equipment. The field service industry has evolved throughout the years to encompass a much wider array of roles than what were conventionally included. While the term “field service industry” might conjure images of a cable repair person or an HVAC technician, today’s landscape also includes healthcare workers, salespeople, inspectors, and more. Organizations across a multitude of industries have adapted their operations to better serve their customers where they are: In the field. The result is now a predominately deskless workforce, with [80% of the world’s workers](http://desklessworkforce2018.com/) now considered part of field services. But for many businesses, that shift has presented significant operational challenges. To ensure worker availability and deliver better customer service, many have started using a blended workforce, with a mix of full-time, part-time, and contracted employees, each working different schedules in varying locations. While this flexibility enables them to reach more customers, it also often breeds operational complexities that diminish efficiency and performance. Competitive field service organizations know that their success is grounded in [operational effectiveness](https://www.skedulo.com/blog/field-service-management-best-practices/) and excellence; and that requires a reliable field service management practice. With the right processes and tools, they can establish a strong field service operation that empowers their blended workforce to foster stronger customer relationships, increase their productivity, and—ultimately—improve the business’s bottom line. ## Types of field service activities Organizations can deliver field services in a variety of ways, which can be divided into a few basic categories: ### Installation After a customer purchases a piece of equipment, the field service organization must dispatch an experienced technician to install it at the client’s site. The technician will evaluate the customer’s existing operating environment and install the equipment based on specific guidelines and protocol. A sales representative for a [solar provider](https://www.skedulo.com/blog/how-mobile-workforce-management-can-increase-solar-sales/), for instance, sells residential panels at a big box retailer. Once a customer makes a purchase at that retailer, the solar organization must schedule and dispatch a technician to the customer’s home for expert installation. The technician ensures the panels are properly installed and fully operational for the customer’s use. ### Maintenance Many field service companies provide maintenance services to monitor and repair their customers’ equipment. Maintenance activities can be broken down into three major groups: - **Preventive - **Field service organizations use recurring maintenance schedules to prevent larger equipment failures that may otherwise result in excessive downtime. A technician may inspect and lubricate the parts of a customer’s piece of equipment every 10 weeks, for example, to ensure reliability. Preventive maintenance tasks are performed at regular intervals or when specific, predetermined criteria are triggered. - **Corrective - **When a product breaks, the field service company must dispatch a technician to the customer’s site to fix it. In some cases, the product may need to be recalibrated to continue working properly. Both of these activities are considered corrective maintenance. - **Proactive - **Proactive maintenance (sometimes called predictive maintenance) uses advanced AI and machine learning technologies to help field service organizations identify and ameliorate problems before they even occur. With a proactive maintenance approach, field service teams can easily monitor their assets to predict issues, quickly address maintenance or upgrade requirements, or alert their customers to potential equipment problems. Since there are expected to be [497.3 million active smart home households](https://www.statista.com/outlook/dmo/smart-home/worldwide) by 2025, proactive maintenance opens a clear opportunity for field service companies to deliver exceptional, competitive customer service. ### Advisory Field service technicians are experts when it comes to the equipment they install and maintain; so it’s no surprise that many also offer advisory services to their customers. They can help customers maximize their products’ value, optimize their operating environment, or determine which additional products or services can nudge them closer to their objectives. ## Common Challenges in Field Services Field service organizations face a variety of obstacles that impact their operational efficiency and effectiveness. Many of these issues have been exacerbated by the COVID-19 pandemic, which has significantly influenced customer needs and expectations, labor hiring costs, and the overall size of the workforce. Companies operating in the field service sector must now contend with these [common challenges](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/): - **Technician scheduling and dispatching - **Organizations that still rely on traditional, manual tools (like spreadsheets) for their scheduling and dispatching processes often struggle to keep up with ever-changing appointments and proper job matching. Field workers have varying skill sets, roles, certifications, and responsibilities, so matching them to the right job—and getting them there on time and fully prepared—can be an operational nightmare for already busy staff schedulers. These processes are even more time-consuming and frustrating if schedulers don’t have access to the real-time locations of their field workers or the progress of their work. The result is inefficient, ad-hoc scheduling and dispatching that fails to meet both customer and employee needs. - **Service delivery optimization - **In an effort to offset their own costs, some field service companies have had no choice but to drive up the price of delivering their services. They simply don’t have the right processes and tools in place to streamline their operations, [reduce their labor costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/), or maintain worker productivity. A lack of transparency into their daily operations often hinders their ability to optimize service delivery, ensure [customer satisfaction](https://www.skedulo.com/blog/field-service-customer-satisfaction/), and sustain profitability. - **Keeping up with digital transformation - **Despite their efforts to [transform](https://www.skedulo.com/blog/digital-transformation-field-service/), many field service businesses still lack the digital maturity to keep up with their competitors. They take a siloed approach to adopting new technologies, face slow implementation timelines, invest in tools that go unused, and run into tool sprawl issues. Digitally mature companies are [26% more profitable](https://ide.mit.edu/insights/digitally-mature-firms-are-26-more-profitable-than-their-peers/) than their peers, but the pressure to keep up can cause some field service organizations to execute half-baked, unsuccessful [transformation strategies](https://www.skedulo.com/blog/8-field-service-management-trends/). - **Reliable, punctual customer service - **Today, customer experience and brand perception are absolutely crucial to a company’s success. Customers have myriad options and instant access to customer reviews, so they have come to expect superior service every step of the way. Unstable scheduling and dispatching processes, communication issues, and a lack of [workforce visibility](https://www.skedulo.com/blog/what-is-workforce-visibility/) all result in operational inefficiencies that threaten a field service company’s ability to provide reliable customer service. And since [62% of customers](https://www.salesforce.com/form/pdf/state-of-the-connected-customer-2nd-edition/?d=7010M000000uQVWQA2) say they share their negative experiences with others, ignoring issues in customer service can mean leaving potential revenue on the table. - **Recruitment and retention - **Field service organizations often face [chronic employee turnover](https://www.skedulo.com/blog/why-are-people-leaving-deskless-work-and-what-can-you-do-about-it/) due to inflexible schedules, a poor workplace culture, insufficient tools, and workflow frustrations. In fact, [36% of deskless workers](https://www.prnewswire.com/news-releases/new-report-by-nudge-reveals-36-deskless-workers-want-to-quit-their-jobs-as-deskless-organizations-continue-to-grapple-with-turnover-301424809.html) say they want to leave their current jobs. But replacing field workers is time-consuming and costly, especially since many of them have unique skill sets, certifications, and experience that are difficult to find. Constant new-hire recruiting, onboarding, and training all lead to lost productivity and errors, which damage a business’s operational health. ## What Does Successful Field Service Operations Look Like? Overcoming the challenges associated with field services requires implementing the proper processes and tools that keep your operations running like a well-oiled machine. A successful field service operation has strong practices for scheduling and dispatching, communication, routing, and workforce analytics to ensure an exceptional customer experience every time. [An internet service provider](https://www.skedulo.com/customers/rocket-fiber/), for example, maintains their competitive advantage by prioritizing the needs of their field service workers _and _their customers. They leverage an intelligent scheduling and dispatching process—backed by powerful, mobile-first tools—to support the delivery of their installation and maintenance services. Using the mobile platform, a customer can schedule an appointment to have a fiber-optic internet connection installed at their residence. The service provider instantly receives and accepts the appointment request through their field service app. The tool automatically matches and assigns the job to the right technician, based on their real-time location, skill set, certifications, preferences, and more. Then, the app provides the most optimized route to get the field worker to the job as quickly and safely as possible. Once the technician arrives at the customer’s location, they’re fully prepared to perform the installation. They can check the same field service app for customer details, relevant manuals, and other key resources. If they have additional questions, they can easily use the app to connect and communicate with colleagues who are either in the field or back in the office. As they install the equipment, the technician can capture job notes, customer signatures, and track their progress within the app. Back-office supervisors and schedulers are always up-to-date on where their field workers are and how far along they are on any given job. From the customer’s perspective, the installation process is easy and seamless. They can book the installation (and any follow-up maintenance) at a time that works best for them. They know exactly when the technician will arrive, as the app updates them with key appointment details in real time. They’re met with a confident, well-prepared technician who has everything they need to deliver an excellent experience. Once the job is complete, the resulting data doesn’t go to waste. The internet service provider’s field service tool is connected to the company’s other existing systems, which makes it easy for them to generate meaningful, actionable reports. Using this data, they can uncover inefficiencies, make informed decisions around customer service, reveal opportunities for improvement, and make strategic moves in real time. They continuously boost their [field service operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) by analyzing team performance and measuring their customer experience. But this high level of operational efficiency doesn’t occur by accident. From resource deployment and scheduling to the completion of a job, competitive, forward-thinking field service organizations know they need [several essentials](https://www.skedulo.com/resources/field-service-management-software-checklist/) to bolster their operational success: - Processes and tools that help them manage full-time, part-time, and contracted employees - Complete visibility into customer data - An intelligent scheduling tool that can handle dynamic, complex schedules - Automated job matching based on technicians’ experience, locations, qualifications, and more - A user-friendly mobile app that doesn’t require in-depth training - Optimized travel routes - Seamless communication between field and back-office workers (and customers, too) - Tools that track job progress in real time - Mobile [data collection](https://www.skedulo.com/blog/improve-field-data-collection/) capabilities - Actionable field service reports - Fully integrated technologies that connect data and can scale with the company ## How Field Service Management Software Addresses Field Service Problems Of course, at the crux of any successful field service company is a strong [field service management (FSM)](https://www.skedulo.com/learn/field-service-overview/) process. FSM is the process of monitoring and optimizing an organization’s workers, services, equipment, and operations in the field. Proper FSM requires a healthy balance of processes and tools for scheduling, dispatching, routing, communication, inventory management, customer experience, and field data collection. [As the industry changes](https://www.skedulo.com/blog/future-field-service/), so do the technologies intended to empower field service organizations. But not all solutions are built equally, and competitive organizations must give careful consideration to the tools they leverage to support their operations. Traditional FSM tools can help an organization alleviate some of the problems that plague their operation, but true sustainability and scalability requires a [modern approach](https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/). Robust, comprehensive FSM solutions, like Skedulo, can help your team manage its blended workforce, deliver superior customer service, and streamline its field service operations—all in one, user-friendly place. As you evaluate FSM software against your business’s needs, make sure the tool you choose offers: - **Automated, intelligent scheduling - **Your FSM tool should easily handle your team's dynamic, complex scheduling needs; like matching technicians to jobs based on multiple skills, real-time locations, irregular availability, and customer history. Some solutions [automate the process](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) and are customizable and scalable, so your business is always supported as it grows. They make it easy for field and back-office workers to schedule and share job details, so appointments are less likely to be missed and fewer customers are left frustrated. Plus, if a deskless worker is unable to make an appointment or the customer makes a last-minute change, the system can automatically handle the update in real time, instantly send alerts to relevant people, and adjust schedules as needed. - **Real-time communication - **Proper communication is essential for any team, but field workers often lack the right tools for support. They have to toggle between email, phone calls, text messages, and other communication apps to send and receive updates in the field. Powerful FSM software allows technicians to report status updates on the job, connect with operations teams, and ask for assistance in real time and through a centralized app. Simplified communication makes it easier to deliver faster, more comprehensive service and ensures everyone is always on the same page. - **Improved back-office efficiency - **Paper-based forms and manual data entry processes increase the likelihood of errors and hinder the [productivity](https://www.skedulo.com/blog/field-service-management-software-productivity/) of your back-office teams. Your FSM system should make it easy for field workers to collect data (like photos, e-signatures, digital forms, and other paperwork) on the job, then automatically sync that data to your system of record. Some tools, like Skedulo, even work offline, so data is never lost in areas without connectivity. That way, your back-office workers always have quick, seamless access to the information they need, and your business is never slowed down. - **Pipeline analysis and prediction - **Your workforce data is a powerful piece of your larger operational puzzle; so make sure you’re putting it to work. Modern FSM tools use all of your teams’ relevant data to uncover the availability and capacity of your entire workforce. They generate robust reports that help you accurately forecast service demand and predict pipeline, so you’re always one step ahead. An FSM tool with the right capabilities eliminates the time-consuming, repetitive tasks that hamper your team’s productivity. It offers the transparency, workflow efficiency, seamless communication, and analysis required to continuously improve your field service operations. With the right software, you can identify and resolve the operational issues that inhibit service delivery and surpass your competitors. ## Intelligent Tools for a Competitive Field Service Operation Successful field service management requires a strong end-to-end operation that’s both reliable and flexible. As businesses adapt to industry changes and rising customer expectations, they need powerful processes and tools that ensure the efficiency and productivity of their blended workforce. [Skedulo’s field service management software](https://www.skedulo.com/product/field-scheduling/) goes beyond traditional FSM, with tools that were built to meet the unique needs of deskless workers. With Skedulo, field service organizations can centrally manage their workforce, automate their scheduling and dispatching processes, enable real-time communication, and scale their operations with data-driven decisions. Learn more about how your organization can [master the field service evolution](https://www.skedulo.com/resources/how-to-master-field-service-evolution/), or book a [demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/what-is-workforce-visibility/" type: "blogPost" title: "What is Workforce Visibility?" author: "Ed Backhouse" date: "2018-07-09" description: "Workforce visibility means real-time data on employees' skills, locations, and work in progress. See how it supports faster, more accurate insights." lastmod: "2020-05-20" --- # What is Workforce Visibility? Published July 9, 2018 · Updated May 20, 2020 · By Ed Backhouse · 5 min read Every manager wants eyes behind their head, x-ray vision to peer through walls, and the ability to see into the future—but that’s a bit unrealistic. What about being able to be everywhere at all times, and know everything that is going on in your workplace every second of the day? In the context of a mobile workforce, “workforce visibility” means having data on employee skills, experience, and tenure at the company, as well as real-time data on employee locations and work in progress. This differs from the HR context of “workforce visibility,” which refers to the ability to attract, develop, and retain talent with the right skills and experience. [Mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) is a vital tool for workforce visibility. Effective mobile workforce management helps you understand where your mobile workers are, which job they are working on (or traveling to), and how this fits into the overall picture of customer demand and your ability to meet it. When this information is captured in a single system of record, organizations that depend on mobile workers can get the visibility they need to make data-driven decisions, such as where the greatest opportunities for increased efficiency lie, or where resources can be bolstered to increase revenue. ## Workforce Visibility and the Competitive Landscape Needing to know specifics of the day-to-day operations of a field service team, and the quality of service they are providing to customers, is an old, familiar challenge for enterprises. But unfortunately, most of the methods used to collect this info are just as old. Manual tools like paper schedules and spreadsheets—however easy they may seem—result in costly errors, delays, and frustrations when information is out of date. For a business to stay competitive, it cannot rely on antiquated operational tools in a technologically enabled marketplace. The only way to get accurate visibility across the entire mobile workforce is to [implement an automated, intelligent workforce management system.](https://www.skedulo.com/resources/top-tips-mobile-workforce-management-solution/) Now is the time for a business relying on paper to transition to automated data collection. Early adopters have already made the switch, and the next wave will separate those with a competitive edge from the laggards. [52% of field service organizations](https://www.clicksoftware.com/en/tools-resources/blog/17-stats-trends-fuel-unbeatable-2017-field-service-strategy/) still use manual methods to collect data. Those firms need to ask themselves how they can support long-term growth without operational systems that provide speed, visibility, and scalability. An effective mobile workforce management system gives you levels of visibility and insight into your labor force that are impossible to attain with traditional manual methods. ### Visibility and Intelligence Create a Virtuous Cycle It is possible to use a mix of service records, timesheets, maps, and “educated guesses” about how long it will take a technician to travel to a job, complete it, record the necessary information, and perform follow-ups, then use that data to build static schedules. But that is not the level of workforce visibility that will [increase revenue](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/) and keep you competitive for years to come. #### **Visibility in Daily Operations** Visibility tools embedded into a [mobile workforce management](https://www.skedulo.com/learn/mwm-best-practices/) system, such as real-time status updates, location tracking, and seamless syncs with your system of record, help generate business insights from massive amounts of previously disconnected data. These data and insights can also help solve daily challenges your scheduling and operations team faces, like: - **How to assign the right person or team to a given job**: intelligent scheduling tools use employee and customer data contained in the system to match the people with the best skill set, most desirable location, and relevant experience to the request at hand. The scheduling engine incorporates locations of technicians, travel time to the site, and other factors to dispatch the right person or team to the job. When you use interconnected systems for workforce management and scheduling, it becomes exponentially easier for schedulers and operations managers to make intelligent decisions about how to deploy resources. - **How to boost productivity**: You know the basics of what is being completed each day and how long it takes, but intelligent mobile workforce management goes a step further, giving you visibility into details that ultimately create a picture of where productivity is highest and lowest. This can include things like any gap between actual time spent with a customer and what the technician enters into an appointment summary. With better visibility into workforce activities, you can identify ways to reduce travel, improve response times, and see more customers every day. - **Incident escalation and real-time visibility**: Capturing incidents in your system of record--whether it is a missed appointment, delay in service, or a disappointed customer--allows managers and executives to spot troubling patterns and take corrective steps. Going a step further by escalating potential problems in real-time before they become a true incident gives managers the [opportunity to intervene proactively](https://www.skedulo.com/customers/american-red-cross/), something nearly impossible to achieve without visibility tools. #### **Visibility Feeds Business Intelligence** [Business intelligence](https://www.gartner.com/it-glossary/business-intelligence-bi/) refers to the insights gained from using tools, processes, infrastructure, and applications to access and analyze important business data. Increasing your visibility across the entire workforce generates valuable business intelligence that may be missed when the data is stored in separate formats or systems. Mobile workforce management gives you intelligence into your business operations by collecting meaningful data in an automatic and consistent way that allows for easy analysis. When the information gathered from your mobile teams is structured, automated, and stored in a central location, it can be used to analyze workforce performance, spot capacity gaps, uncover opportunities for cost reduction, and help plan for growth. This business intelligence drives workforce performance—and ultimately revenue—by giving you a strong foundation to make business decisions. Let’s examine how business intelligence can be applied to the managerial challenges of capacity and growth planning. #### **Intelligence Fuels Capacity and Growth Planning** Without superpowers to predict the future, capacity and growth planning can feel like a daunting task for many managers. A more effective way to plan capacity for your mobile workforce is with the intelligence from an automated workforce management and scheduling tool. Capacity planning requires understanding: - **The historical demand for services** from your customer base. - **The current composition of your mobile workforce in terms of locations, mix of skills, and customer relationships.** - **Anticipated growth and revenue projections** anchored in historical data. - **The workforce resources** needed to meet those goals, and any gaps between needs and the current state. Increased workforce visibility helps you confidently gather this data and plan for the future of your business. A mobile workforce management tool provides a means for collecting and managing the combination of real-time needs with historical data to help you plan and understand your needs down to the hour, day, month, or a specific seasonal time frame. ## How Mobile Workforce Management Creates the Visibility-Intelligence Cycle Mobile workforce management software gives you levels of visibility and insights that are impossible to attain with manual tools and processes. These insights are the result of a virtuous visibility-intelligence cycle that gives you a clearer understanding of the needs of your employees and customers, as well as the inner workings of your business. Read more about [how to improve workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/), or [request a Skedulo demo today](https://www.skedulo.com/book-a-demo/) to see how mobile workforce management can improve visibility for your own business! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/what-makes-a-great-productivity-app-for-mobile-workers/" type: "blogPost" title: "What Makes a Great Productivity App for Mobile Workers?" author: "Craig Panigiris" date: "2020-11-22" description: "When choosing a productivity app for mobile workers, it’s important to prioritize user-friendly, functional, and connected apps that improve daily work." lastmod: "2021-05-03" --- # What Makes a Great Productivity App for Mobile Workers? Published November 22, 2020 · Updated May 3, 2021 · By Craig Panigiris · 7 min read Today’s mobile workforce requires modern, robust technology to boost productivity and ensure connectedness. In addition to laptops, iPads, and smartphones, employee productivity apps truly bridge the gap between deskless workers, in-office employees, and customers—all while increasing efficiency and engagement. Mobile workers may be independent contractors, social services specialists, in-home healthcare providers, maintenance professionals, sales staff, nonprofit volunteers, or a variety of other roles. The number of deskless workers has increased significantly during the COVID-19 pandemic, and mobile workers will soon represent [60% of all U.S. workers](https://www.businesswire.com/news/home/20200901005238/en/Mobile-Workers-Will-Be-60-of-the-Total-U.S.-Workforce-by-2024-According-to-IDC), so productivity apps for mobile workers are more essential than ever for successful operations. Investing in the right productivity apps for your deskless workers leads to increased revenue, slower turnaround time, and overall business growth. To get the most out of a productivity app, it’s important to evaluate your options against some crucial features and company goals. ## The Benefits of Productivity Apps for Mobile Workers Deskless workers face unique challenges when it comes to remaining productive, as their conditions are far more complex than those faced by their in-office counterparts. By providing mobile employees with the proper tools for success, companies can overcome common challenges in the field and reap significant benefits. ### Increased efficiency Software-as-a-Service (SaaS)-based apps help automate data entry, time tracking, payroll and similar administrative tasks, and are [more accurate and cost-effective](https://technologyadvice.com/blog/information-technology/advantages-of-software-as-a-service-saas-2/) than file server storage. IT personnel can also cut down on day-to-day maintenance and focus their time on more important tasks. Cloud-based apps can capture work hours, healthcare patient stats, photos, invoices, and more, all in real time. Some productivity apps even allow for digital, contactless signatures, which further improve efficiency while keeping both employees and customers safe during 1-on-1 interactions. This means faster turnaround time for the activities that matter most to customers, like scheduling the appointment and delivering the service. With a SaaS tool that streamlines day-to-day administrative work, this becomes a virtuous cycle: better data upfront means faster, more accurate scheduling with fewer changes after the fact, which increases productivity. When mobile workers can complete more jobs in a day, appointments are scheduled faster, customers are happier, and the cycle continues. ### Improved communication Communication is key to connecting deskless workers to each other, their in-office colleagues, and their customers. In the past, mobile workers’ communication was hindered by having to use multiple methods: Email, phone, text messages, and chat apps are often disconnected and require users to jump back and forth between platforms. Modern productivity apps for mobile employees streamline the process with one centralized place for communication, so [deskless workers](https://www.skedulo.com/learn/deskless-workers/) can stay up to date without missing a beat. ### Employee experience Companies with engaged workers are [21% more profitable](https://news.gallup.com/poll/241649/employee-engagement-rise.aspx) than those that fail to engage their employees. While perks, benefits, and company culture are important, [supporting and engaging deskless employees](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/) should also be a driving factor for any business with a mobile workforce. Productivity software that’s accessible on the go allows employees to specify duties they enjoy and track their job histories and performance. Leadership can use this data to factor in employee preferences (including scheduling preferences) when assigning work. Employees [who love using their work apps](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) give positive company reviews, enjoy their jobs more, and are more productive than companies that lack robust technology. Plus, the consumerization of apps [has led to increased expectations](https://www.techrepublic.com/article/a-new-mindset-consumerization-and-enterprise-software/) of the technology employees are provided at work. Delivering on those expectations with a better user experience improves the company’s brand as an employer, and attracts younger workers who put a premium on workplace technology. The benefits of productivity apps for mobile workers are alluring, but not all apps are created equal. By choosing an app that only offers general functionalities, you’re risking decreased productivity and [improper mobile workforce management](https://www.skedulo.com/blog/common-pitfalls-of-improper-mobile-workforce-management/). **Get your customized demonstration** ## The Top App Features to Boost Your Mobile Workers’ Productivity If you don’t know what to look for, narrowing down apps that offer the flexibility and capabilities required by your business can be a daunting task. When choosing a productivity app for your deskless workers, consider the [key features](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) that will help support your entire mobile workforce: ### User-Friendly Interface Time is money when it comes to software investments. The more user-friendly an app is, the faster it will be to train your deskless workers to use it, meaning ramp-up time will be significantly decreased. Employees that [enjoy using their software](https://www.jaroop.com/5-reasons-to-prioritize-ui-ux-for-employee-internal-software/) are happy to do their jobs and to provide excellent customer service. Employees who struggle to navigate an interface will stop using the app or let the frustration boil over in customer interactions, which costs the company time, productivity, and, ultimately, profit. Digital tools that are easy to learn and use will better engage employees and reduce turnaround time for completed work. When assessing apps, make sure both desktop and mobile interfaces have well-designed navigation, are easy to use with one hand, and that they include training resources to help employees and managers get up to speed quickly. ### Ability to Work with Limited or No Connectivity Mobile workers traveling from job-to-job may not have a consistently reliable Internet connection like in-office workers, which can greatly impact their productivity. An app that requires mobile data or strong WiFi to function is unreliable and causes miscommunication among clients, service providers, and stakeholders, which in turn costs the company revenue. For successful, efficient service delivery, deskless workers must have access to resources, updated schedules, and optimized routes, regardless of where they are. Productivity apps that work with limited or no WiFi can automatically send alerts of last-minute appointment changes or save a “draft” of notes or updates from the visit, which is automatically synced with the system when the connection is restored. This is also particularly important for [worker safety](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/). If a mobile worker is involved in a car accident in a remote area, or a manager needs to find an employee’s last-known location, it’s essential that the app works with limited connectivity. ### Mobile-First Approach Deskless employees require work apps tailored to their highly mobile day-to-day duties. They often use smartphones and tablets on the job rather than laptops, and day-to-day work requires more travel and in-person interactions with customers than in-office workers. The right productivity apps for deskless workers give your business a competitive edge, while keeping the workforce satisfied and engaged. Make sure any app you consider has these mobile-first features: - Stores employee skills, shift and job duty preferences - Offers real-time route optimization - Provides note capturing abilities (for customer information, project scope, time tracking, etc.) - Enables contactless signatures - Alerts deskless workers of new assignments, schedule updates, and more - Offers a centralized, secure system for customer data and team communication ### Real-Time Communication Constantly checking email or texts for updates while working is time-consuming, distracting, and even dangerous for workers behind the wheel. It’s crucial that mobile employees, fixed-location workers, and customers can [relay information to each other](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) while on the go—everything from shift times and appointment changes to assignment details and updates, customer information, and more. And in order for deskless workers to have autonomy, they need a mix of both direct communication tools (i.e. SMS messages and push notifications from a mobile app) and contextual communication methods (i.e. location data for optimized routing). An app that can broadcast alerts to individuals and teams while also letting users share photos, videos, and documents is like an office in your pocket that’s much more efficient than texts or phone calls when workers are on the move. ### Integration with Existing Systems SaaS and cloud-based tools have become ubiquitous in all industries. To make a worthwhile investment in a smart productivity app, it’s important to consider your existing, in-house IT investments. Research shows that advances in automation technology [bring a higher need for integration](https://thehappinessindex.com/tech/integrated-system-benefits/). It’s time consuming and costly to manage every technology individually, but building and optimizing a [sophisticated and seamless tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) is efficient and cost-effective. It’s also faster to obtain and leverage data from a single platform, breaking down silos and enabling cross-functional collaboration. If you already use a platform from a provider like Salesforce, Oracle, ServiceNow, or Microsoft Cloud, make sure any productivity app you consider can integrate easily with these tools. Ask for examples of how this integration has worked in the past to make sure the capabilities match your business needs. ### Enterprise-Level Security Having data available on-demand through cloud-based apps can be risky. Secure integration of systems, as well as the ability to backup data regularly, are two important components of protecting your company and customer data. Consider some best practices to [boost security of your cloud apps](https://www.techrepublic.com/article/the-top-concerns-among-it-pros-using-cloud-environments/): - **Avoid legacy systems: **By choosing modern technology solutions and weeding out legacy systems and processes, you’ll free up time for [your IT team](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-it/) to focus on proactive security strategies. SaaS offers easier configuration management (as infrastructure maintenance is reduced), which means better agility should your organization face any transition. - **Don’t stop at compliance: **Many cloud providers offer security tools that adhere to government regulations like HIPAA, GDPR, and more. That’s a must-have for a modern workforce management tool. But you should also employ an approach of self-awareness that sets compliance as the baseline, with a larger understanding of how critical controls apply to a security function. - **Create a secure culture:** This may seem obvious, but building a [security-minded philosophy](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) throughout your organization is key. Train your employees to remain self-aware, and maintain that culture through product development cycles, regular security reviews, 1:1 conversations with mobile workers, process management, and more. ## Evaluating Employee Mobility Apps The growth of the mobile workforce isn’t slowing down any time soon. To keep deskless workers productive and stay ahead of the competition, productivity apps are a necessity. When choosing the right app for your organization, it’s important to prioritize the essential features that improve the efficiency of deskless workers. Skedulo’s Deskless Productivity Cloud includes an app specifically designed to fit the needs of mobile workers. A user-friendly interface, seamless interoperability, automated scheduling, real-time alerts, and streamlined communication drive efficiency and collaboration throughout the workforce. Learn why [Skedulo is a Leader in G2](https://www.skedulo.com/customers/g2-leader/) for mobile workforce management software, or [book a demo](https://www.skedulo.com/book-a-demo/) today to see for yourself! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/" type: "blogPost" title: "What Mobile Workers Want From Their Employer" author: "Craig Panigiris" date: "2021-08-05" description: "What do mobile workers really want? More autonomy, better schedules, and more predictability. Here's how to give it to them with the right tools." lastmod: "2022-08-05" --- # What Mobile Workers Want From Their Employer Published August 5, 2021 · Updated August 5, 2022 · By Craig Panigiris · 7 min read The worldwide mobile workforce is already enormous, and it’s expanding by the day. A [report from VDC research](https://www.vdcresearch.com/News-events/emob-blog/Mobile-Worker-Report-Announcement.html) estimated there were 1.76 billion deskless workers in 2016—over half of global employment. In the U.S. alone, the mobile workforce is expected to grow from 78.5 million in 2020 to 93.5 million in 2024, according to [estimates from the International Data Corporation](https://www.idc.com/getdoc.jsp?containerId=prUS46809920). How to best manage this growing population—which is made up of mobile workers, field workers, field techniciations, and deskless workers alike—isn’t always obvious. The needs and wants of mobile workers are often different from [those of an office staff](https://www.gensler.com/blog/what-office-workers-want-boma-magazine). But taking care of your mobile workforce can be easy as long as you understand their desires and use the right tools. ## Uncovering the needs of your mobile workforce It’s not only that deskless workers have unique desires, they also require unique forms of support when compared to in-office workers. From specialized communication capabilities and optimized shift scheduling to assistance on-the-go, they’ll need a suite of tools at their disposal to make sure they’re always prepared to do a job well done. The better you know your mobile workforce and what they go through every day, the better you can design systems and processes that work for them! **Give your mobile workers the tools they want** To figure out just what those needs are, Skedulo interviewed deskless workers in the U.S. and Australia in a variety of roles, including field technicians, field sales, nurses, and aged care and hospice professionals. After many hours’ worth of interviews and hundreds of data points, the picture of what mobile workers truly want is becoming clear. Some of the unique needs of a deskless workforce include being able to: - Communicate with customers and in-office team members while off-site and on the road. - Receive shift assignments and schedule changes in real time. - Find the right route from one job to the next. - Securely access customer information from any location. - Request assistance from a supervisor or other in-office or mobile co-workers while at a job site. In order to help achieve these specific desires, companies need to focus on addressing some more overarching wants. ## Mobile workers want autonomy Mobile workers are often the face of a company. They’re the ones working with customers and clients directly, which means they have the biggest impact on customer experience and retention. To entrust mobile employees with this responsibility, each worker has to have both the desire and ability to serve in this kind of role. It’s the only way they’ll be able to independently [interact with customers in a way that represents the brand](https://blog.davisware.com/give-field-technicians-these-tips-for-a-better-customer-experience), and get their work done without constant supervision. When you want deskless workers to put their best foot forward on behalf of the company, you should be ready to do several things: - Train them well - Equip them with the right tools - Get out of their way— trust them to handle their jobs and serve customers. In order to be able to do these things, though, you need to start with some more specific steps. ### Recommendations for greater autonomy: - **Automate [visibility into the deskless workforce](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/): **With data about things like job duration andGPS location, managers can keep track of a worker’s day without being intrusive. - **Manage by KPIs, rather than tasks:** With relevant, specific, time-bound KPIs, you can [measure the true output of your mobile team members](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) without needing to perform “check-ins” that may be seen as unproductive, or worse, micro-managing. - **Give mobile workers self-service tools:** Allowing deskless workers to access information securely from the [EHR](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/), CRM, [ERP](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/), or other system of record allows them to get exactly what they need without having to rely on other parties for the information they need to do their jobs well. ### Mobile workers want influence over their daily schedules Mobile workers often report not having enough—or any—influence on their day-to-day schedule. But deskless workers have the skills and experience to make good decisions, if you let them. In fact, it can be a benefit to your company if you give workers the ability to influence their schedule based on their experience and know-how. For example, a deskless healthcare worker may know they need to see a certain patient in the morning because they’re harder to reach in the afternoon, or that they need 30 extra minutes to see another patient because that patient is always chatting with a neighbor when they arrive. Or a worker doing home repairs might know that one job, like fixing a leak, is more urgent than another because it has a higher potential to cause additional damage. When workers have influence over not only their shifts but the scheduling of individual jobs, workers, customers, and management can all reap the benefits. ### Recommendations for increased influence over daily schedules: - **Allow mobile workers to see their schedule sooner:** Providing schedules in advance allows workers to raise or resolve issues. This also gives workers a chance to ask to reschedule or swap certain jobs and improves their work-life balance. Some states have even enacted [“fair workweek” or “right-to-schedule” laws](https://www.skedulo.com/blog/fair-scheduling-for-home-health-providers/) that mandate workers have a say in their schedules. - **Give workers a chance to offer feedback:** Communication about schedules should flow both ways—both from office to workers and vice versa—for the best [employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/). Mobile workers need an opportunity to share the information that schedulers need and to share it in a positive way that ensures they’ll keep offering questions and concerns in the future. You could even select certain workers to participate in a listening session or larger discussion about how to [improve scheduling processes](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/). ### Mobile workers want greater predictability in their work By its nature, mobile work tends to be less predictable than in-office work. It’s common for a deskless worker to head into the day with one plan, only to find their schedule heading in a whole new direction. Customers, especially, can throw mobile workers for a loop. Any number of things can happen to throw off the predictability of a deskless employee’s day: - Customers can forget, cancel, or ask to reschedule appointments when the worker shows up - Traveling and tasks can take longer than expected - Doors can be locked or point people can be absent when the worker arrives - Other technicians that might be necessary to complete a job can be out of office, late, or unavailable for their jobs without notice There will always be unpredictability to some degree when it comes to mobile work, but that doesn't mean you can’t still strive for more control over what to expect. By minimizing known uncertainties—like accounting for, say, the potential for unexpected urgent jobs—and reducing variability whenever possible, mobile workers have more time to deal with the true unknowns that pop up. And the more support you can build into the process, the easier it is for mobile workers to adapt to changes. ### Recommendations for greater predictability: - **Provide workers a consistent way to report and escalate problems: **Make it easy for workers to report delays, accidents, no-shows, or difficult customer situations. The less effort it requires, the more likely your workers are to keep you (and your customers) informed when something happens. - **Provide a consistent system for changing appointments:** Make it easy for customers to cancel, reschedule, and change appointments. When your schedulers and dispatchers aren’t overwhelmed by calls, they can stay focused on supporting mobile workers. A simple system that automatically notifies mobile workers directly when changes occur, like updates in a mobile app or push notifications on their device, ensures everyone has up-to-date information without creating more work. ### Gathering Data and Tracking Workforce Progress Improving the employee experience starts with getting employees’ perspective. Consider using [pulse surveys](https://www.qualtrics.com/experience-management/employee/what-is-employee-pulse-survey/) to get feedback from deskless employees about what’s working well and what should be improved. With the first pulse survey as a benchmark, you can collect feedback on a regular basis and compare it to your starting point. This employee-level data helps company leaders understand where workers are coming from and create data-driven solutions. For example, leaders may assume that travel time is the main roadblock in day-to-day efficiency, but survey data may show that a lack of communication or access to customer information is the biggest source of frustration. With better information, leaders can target the biggest pain points and create strategies to address the root cause of issues. ## Find the right tools to improve the mobile employee experience Mobile workers want to feel trusted and supported when it comes to doing their job. They want to know their employer trusts them to work independently and to take control of their own schedules, and they want a greater amount of predictability in their day-to-day work. Luckily, with the right technology, it’s easy for businesses to address these desires through improved communication, scheduling, and productivity reporting. A robust software solution can enable companies to find the sweet spot for scheduling influence, employee autonomy, and predictability. By using a platform that offers direct and contextual communications, real-time information, and support for workers, companies can achieve the perfect balance between the legitimate authority of management and the autonomy of mobile workers. Skedulo is designed to empower and engage mobile workers to perform their best in the field through intelligent staff scheduling, communication, and job matching, as well as self-serve access to data, tools, and management. It’s just what your workforce needs to boost predictability, worker autonomy and influence over scheduling, and efficiency. Get started with Skedulo’s [Buyer’s Guide to Mobile Workforce Management](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/) today. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/what-ndis-providers-need-to-survive-in-the-new-normal/" type: "blogPost" title: "What NDIS providers need to survive in the new normal" author: "Ben Rasmussen" date: "2021-01-13" description: "As we step into 2021, here are 5 ways NDIS providers will look to leverage technology to survive and thrive in the new normal." lastmod: "2021-05-03" --- # What NDIS providers need to survive in the new normal Published January 13, 2021 · Updated May 3, 2021 · By Ben Rasmussen · 4 min read ![NDIS large](https://assets.skedulo.com/assets/2021/01/NDIS-NewNormal_blog-header_1050x557@2x.jpg) Of all the industries in Australia, the healthcare sector has perhaps seen the largest transformation in recent times. For organisations supporting people with a disability, COVID was just another obstacle to overcome in a series of changes following the introduction of the NDIS. In less than 5 years, disability service providers have had to completely re-work their operating models. With choice in the hands of participants, organisations were forced to adapt to more traditional business models with a stronger emphasis on forecasting, planning and marketing – as well as stricter compliance obligations around reporting and auditing. 4 years on from the roll out however, most NDIS providers have settled into new ways of working and are transitioning to the next stage: proactively seeking opportunities to improve their competitive advantage and increase market share. Technology is widely recognised as a key element in this transition – particularly in a COVID world where flexibility and connectivity are crucial. As we step into 2021, here are 5 ways NDIS providers will look to leverage technology to survive and thrive in the new normal. ### 1. Transparency for frontline workers to enhance CX Providing a high level of customer care and a unique customer experience is crucial to attracting and retaining clients. In the disability sector especially, frontline workers need real time access to comprehensive customer information to do their job well. The risk in not having it is simply too high. For example, a worker providing a service to someone with autism could unknowingly trigger a response leading to a negative outcome. This is why NDIS providers are turning to innovative platforms like Skedulo, which enable: - Real time updates to individuals, groups or all workers as needed - Instant messaging for fast answers to pressing questions - On demand customer information on workers’ smartphones - Deeper insights into customer needs and goals Empowered with all the information they need, frontline workers are then able to give their all to the customer – leading to a better experience and a higher level of customer care. **Get a customized demo** ### 2. Fast, flexible scheduling and right-fit matching Before the NDIS, providers often replicated the same roster week after week. In the new normal, flexibility is vital to meeting the demands of workers and customers – and this is very difficult to do using legacy tools such as spreadsheets. Skedulo [makes it easy to schedule workers](https://www.skedulo.com/blog/why-you-need-shift-management-software/) for the right job at the right time, whether it’s based on: - Past customer care - Customer requests - Location - Qualifications or experience - Skills or cultural background - The customer’s care journey - Contract requirements Skedulo places quality matching front and centre during work allocations. It also makes replacement scheduling fast and simple, so a new worker can quickly pick up where another has left off. ### 3. Full visibility across multiple care divisions The NDIS made it easy for customers to move between providers to access different types of care. For those organisations that offer a wide variety of services, delivering a great customer experience across each service area requires total visibility and brand unity. This is why business leaders are turning to technology that is capable of removing silos and serving up a full 360 degree view of the business. With Skedulo, you can: - Gain total clarity on what workers and customers need - See how different business areas interact with each other - Facilitate a hybrid workforce where staff work across several areas - Understand resource availability vs demand - Assess the viability of specific services - Create brand unity and a consistent customer experience ### 4. Billing, payroll and contract efficiency The expansiveness and inter-connectedness of larger NDIS providers has led them to seek greater efficiencies in managing billing, payroll and worker contracts. Technology simplifies quoting and billing, and can do the heavy lifting to cross-check that payroll and contractual obligations are being met. Knowing our clients seek a single solution that will manage all of this for them, we partnered with other tech leaders so we could offer seamless integration with best of breed solutions. Skedulo integrates with billing, payroll and award interpretation platforms to help our clients achieve full transparency and ease of compliance. For example, a client with staff operating under numerous awards can track how many hours people are working and under what conditions. This makes it easy to meet legal requirements for minimum hours, while reducing costly expenses such as overtime. Company-wide reporting and analytics Data is now worth more than gold, and as organisations approach their digital transformation they are also embracing a data transformation too. Skedulo empowers business leaders to track, view and analyse data across all areas of the business – delivering valuable insights to inform decision making. These insights are crucial to forecasting, budgeting, planning, marketing, resource allocation, and finding cost savings. They are also invaluable for compliance reporting and saving finance and HR teams countless hours in administration. ### 5. Step into the innovation boom with confidence Competition within the NDIS sector is only going to get more intense as providers continue to innovate to stand out in an increasingly crowded marketplace. At Skedulo, we are proud to be working with many NDIS providers across Australia to empower them with next level efficiencies in scheduling, reporting, integration and analytics. Our healthcare team was hand-picked for their industry expertise, and ability to understand what our clients need and how to make Skedulo work for them. Clients also get access to their own Customer Success Manager who works directly with them to help meet business goals. They can identify which integrations would most benefit your business, and what customisations could be made to your Skedulo platform to maximise its value while ensuring your brand maintains its unique point of difference. By partnering with a best of breed vendor now, you will be equipped with the right tools and competitive edge to step into the next stage of the industry transformation with confidence. **To find out how Skedulo can help your organisation thrive in the new normal, [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/what-ndis-providers-should-expect-from-their-scheduling-platform/" type: "blogPost" title: "What NDIS Providers Should Expect From Their Scheduling Platform" author: "Craig Panigiris" date: "2020-07-22" description: "The NDIS, introduced in 2013, has taken some getting used to. Here's what NDIS and CDC providers should expect from their workforce scheduling platform." lastmod: "2020-07-23" --- # What NDIS Providers Should Expect From Their Scheduling Platform Published July 22, 2020 · Updated July 23, 2020 · By Craig Panigiris · 5 min read Since its introduction in 2013, the National Disability Insurance Scheme (NDIS) has taken some getting used to by healthcare providers and their customers. It’s been a long and winding road—and one we’ve been privileged to help our clients who are NDIS providers to navigate. 7 years on and many organisations seem well and truly settled, and able to turn their attention to improving internal processes that drive efficiencies and ensure a high level of customer care. This in turn reduces unnecessary spend and promotes long term customer retention; a major factor for sustainability after the NDIS was introduced and old funding models were retired. Key to improving efficiency is leveraging best of breed technology that is purpose-built to make work, and life, easier. Advances in tech capability, reduced barriers to entry, and a vast range of exciting benefits has led many NDIS providers to make forward leaps on their digital transformation journey in the past few years. Scheduling software has become an important part of this transformation due to the way NDIS providers tend to operate. The ability to effectively allocate and manage a blended workforce of casual, contract and permanent staff who operate from various locations and in the field is a crucial part of maximising productivity. If your organisation is just setting out on this journey and is contemplating scheduling software, here are a few essential considerations to make when evaluating different platforms... ## Ability to customise No two NDIS providers deliver services in exactly the same way. The way you work is different to how your competitors work, and you should be supported in that rather than being made to fit in a pre-configured box. Don’t underestimate the value of customisation, and seek out a scheduling platform that is happy to adapt its functionality to meet your needs. Ideally, the platform you choose will have extra features designed for NDIS providers as part of their off-the-shelf solution (perhaps due to feedback gained from working with other providers over a period of time). For example, when our customers told us these features were important to them we made them part of our standard offering: - The ability to deliver services in a group setting with features that enable you to adhere to client to worker ratios - Integration with an award-interpretation system so you can ensure pay rates and conditions comply with a worker’s relevant award and schedule the most cost effective and appropriate resource for the job ## Fast and easy to use There’s no point using technology to boost efficiency if you’re stuck with a complex or slow system that creates the very manual situation you’re trying to escape. When it comes to scheduling, the ideal platform is intuitive and easy to use. You should be able to do all of these in a single click: - View all worker schedules at a glance - Assign multiple resources to a single job - Assign workers based on skills and availability - Manage appointment changes and cancelations - Schedule quickly on the fly Skedulo has always had advanced functionality in the scheduling space—but with the recent introduction of [Shifts and Rostering](https://www.skedulo.com/product/shift-scheduling/) (which we co-developed with our clients), we’ve taken the ability to manage and optimize scheduling to new industry heights. ## Accurate, real time routing Empowering your resources to get where they need to go quickly and via the most direct route saves time and money, decreases worker stress, and leaves customers with a great impression because their point of contact turns up on time and is ready to work. Skedulo is ultra-precise with its ability to direct resources via the most effective route when they’re heading to an appointment. **Skedulo for NDIS** ## A commitment to continuous improvement No platform is perfect from the start, so a commitment to continually improve based on client and user feedback is essential. For example, all of our clients have a dedicated Customer Success Manager who proactively seeks and relays feedback to our product development teams. We’ve also recently launched our [Customer Advisory Board](https://www.skedulo.com/blog/feedback-matters-how-our-customer-advisory-board-makes-us-better/) whose sole purpose is to understand and improve on our customers’ experience with us. In addition, we release updates to the Skedulo platform and mobile app every quarter. These updates include improvements based on features that our customers have told us they want. ## Better oversight of billing Part of driving efficiency is finding new and effective ways to manage billing. This particularly applies to recurring appointments, because it can be difficult to track where customers are up to in their payment vs appointment cycle. Skedulo integrates with a number of cloud-based financial platforms, and has its own feature that will flag issues that may arise with recurring appointment billing. The feature keeps track of remaining funds in a customer’s service agreement versus how much has already been spent. If they run out of money, Skedulo makes it easy to pause appointments while a new NDIS plan is arranged. ## A great experience for users Digital change management can be difficult for some organisations where staff have been using legacy platforms for a long time. To counter this, any new platform must be easy to use with fast access to support whenever it’s needed. If customers also use the platform, this ease of use and adoption is even more crucial. We take user experience very seriously at Skedulo, and are always happy to hear that this is something people love most about our product. When clients tell us a feature is important for their users, we include it wherever possible. For example, users told us they wanted a no-fuss way to accept or refuse work when scheduling was being done. Clients also told us they wanted their customers to be able to use Skedulo to set their own required levels of support. So we added both! ## Prior experience with NDIS providers For platforms that have little to no experience working with NDIS providers, it’s unlikely their features have been developed or improved with you in mind. It also means explaining your requirements can get frustrating, because staff do not understand the environment your people are working in. Ideally, look for a scheduling platform that has worked with many NDIS providers in the past, and understands the unique challenges you face. We have been working side by side with NDIS providers for 7 years—from the introduction of the NDIS, right through to the enormous shift in healthcare that has occurred following COVID-19. We also have health professionals on staff who have worked with and managed NDIS providers who help us gain a unique user perspective. **To learn more about how we have helped other NDIS providers find greater efficiency, productivity and cost savings through their scheduling platform, simply [contact us](https://www.skedulo.com/book-a-demo/). You may also be interested in our [case studies](https://www.skedulo.com/customers/).** ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/what-we-say-matters-scheduling-for-healthcare-organisations/" type: "blogPost" title: "What we say matters" author: "Rebecca Rawlinson" date: "2021-04-28" description: "Skedulo’s Bec Rawlinson shares her experience working in the healthcare sector, and how the words we use matter more than we think." lastmod: "2021-07-30" --- # What we say matters Published April 28, 2021 · Updated July 30, 2021 · By Rebecca Rawlinson · 3 min read ![cane](https://assets.skedulo.com/assets/2021/04/WhatWeSayMatters_Apr21_blog-header_1050x557@2x.jpg) As a qualified Occupational Therapist, I’ve spent my whole life in the healthcare sector. During high school I worked in aged care which made me want to qualify as an OT, and when I finished school I moved from my hometown in Christchurch, New Zealand to the United States where I worked with children and adults with a disability. After this I moved to Australia to work in the private rehabilitation sector, which was a completely different experience—both in how Australians relate to people with a disability, and in the nature of the work. Rehabilitation is highly client services based, where the provider and their client work closely together to facilitate recovery. This transition opened my eyes to the differences between cultures, and the distinctions between how some people are categorised simply based on the type of services they use. However, it wasn’t until I accepted a role with the Royal Society for the Blind that my perception really changed. Here I learned more about the power of stereotyping, language, and empowerment than I ever thought possible. And it was this role that subsequently led to my position at Skedulo. ### Thinking before we speak On my first day with the Royal Society for the Blind, I used the term “visually impaired”. I quickly found that this is taken to mean unattractive, and the correct term is “vision impaired”. It was my first encounter on the power of language, and it affected me deeply because I definitely didn’t want anyone thinking I was calling them unattractive! As my time with the not-for-profit progressed, I found myself surrounded by amazing advocates for the National Disability Insurance Scheme (NDIS). People outside the industry may not realise how much the introduction of the NDIS meant to healthcare customers and clients, but it was an incredibly empowering change that finally gave people the choice they deserved. This validation of the right to choose also ties back to the language we should be using to describe people who use healthcare services. As an example, there is a tendency to categorise all receivers of care as “patients”. However, the NDIS shows people seeking support choose a service just as any other human would choose a service they need—such as a mechanic, accountant, lawyer, and so on. Using the term “patient” also implies that the person is ill or unwell. Unless we are talking specifically about a medical doctor and patient relationship, the term to describe people who use support services should generally be “client” or “customer”. Another important distinction is not to place a condition before a person when referring to them. For example, people are not “disabled people” or “a down syndrome person”. They are “people with a disability” or “a person with down syndrome”. Working with and supporting people with a disability has changed my life, and all my experiences within the sector prove how capable and inspiring they are—and I feel language should never undermine this fact. ### How I found my way to Skedulo In 2017, I was introduced to the team at Skedulo who was helping the Royal Society for the Blind implement Skedulo to digitise their scheduling and improve productivity. I remember being immediately drawn to Skedulo’s values such as _Caring First_ and _Customer Driven_.  I also knew they were working with healthcare providers across the world, and I was excited by the opportunity to gain exposure to the challenges that organisations were facing and the opportunities new technology could provide. Since starting with Skedulo back in my hometown of New Zealand, I have had the privilege of working with many healthcare providers to understand how the platform can help them work more efficiently and improve customer care. One of the things that has been very heart warming for me is the honest desire for continual improvement. People at Skedulo often ask for my insights on how to use language correctly when talking to or about people with a disability. I enjoy having that conversation, and drawing on my experience across different areas within healthcare to drive awareness. Education is a constant journey, and we can all work together to be more mindful and ensure we honour everyone with the respect they deserve. Ultimately, I feel that the best measure of correct terminology is whether words are used to empower or disempower. If we all remain open to thinking before we speak, learning from our mistakes, and empowering everyone as human beings first and foremost, that’s a true sign of humanity. ## Related posts - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… - [How to Schedule Medical Specialists for Optimal Efficiency and Patient Care](https://www.skedulo.com/blog/scheduling-medical-specialists-for-efficiency-and-patient-care/) — April 6, 2026. Effective healthcare scheduling requires understanding not only who is delivering care and what services are provided, but also where they happen. Single-site providers, such as an emergency medicine physician employed by a single ER, consistently work at a fixed location. Their schedules are shift… - [Why Mobile EHR Needs Mobile Workforce Management](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/) — January 5, 2025. Mobile electronic health record (EHR) apps make relevant health data available on providers’ mobile devices. But mobile EHR and electronic medical record (EMR) systems weren’t created with the complexities of today’s healthcare landscape in mind. While a mobile EHR enables secure access to patient… --- --- url: "https://www.skedulo.com/blog/what-you-need-from-a-mobile-workforce-management-solution/" type: "blogPost" title: "What You Need from a Mobile Workforce Management Solution" author: "Angela Gonzales" date: "2019-08-29" description: "Read the second blog in this series to discover the main functionalities and business challenges a mobile workforce management solution should address." lastmod: "2020-05-20" --- # What You Need from a Mobile Workforce Management Solution Published August 29, 2019 · Updated May 20, 2020 · By Angela Gonzales · 6 min read We’ve already identified some symptoms that show your business could benefit from a mobile workforce management solution. To most effectively solve your pains related to unhappy customers, inefficient operations, disengaged employees, untrustworthy data, and broken systems, you need to closely eval… We’ve already identified some [symptoms](https://www.skedulo.com/blog/4-signs-your-business-needs-a-mobile-workforce-management-solution/) that show your business could benefit from a mobile workforce management solution. To most effectively solve your pains related to unhappy customers, inefficient operations, disengaged employees, untrustworthy data, and broken systems, you need to closely evaluate the functionality and capabilities of the mobile workforce solutions available. Focus on the benefits to the people that your business touches: your customers and your employees—and not just your mobile workers, but back office employees, too. As you scale your business, your success will be measured by how you invest in your people and grow your human capital. Mobile workforce management solutions can vary, but consider some prerequisites to ensure your chosen system will solve your business challenges and grow with your organization: **Prerequisites for a Mobile Workforce Management Solution:** - **Mobile-first Product & Approach**: Is it a mobile-first solution that is made for deskless employees and supports their unique needs? - **Customer Centricity**: Are customers’ preferences and unique needs incorporated into scheduling and resource allocation decisions? - **Making Mobile Work Better**: Are employees’ needs and preferences incorporated into the system logic? - **Supporting an Interoperable Tech Stack**: Does the solution integrate into your existing systems and help connect your tech stack across your business teams? ## Pillars of Capability for Mobile Workforce Management Fundamentally, your chosen mobile workforce management solution should add value to your business and help you [develop a competitive advantage](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/). It should have these five main areas of capability: workforce management for mobile resources, scheduling and job management, mobile work execution, the end-customer experience, and platform power. Let’s go deeper into each pillar and ask some questions about solutions you may be evaluating. ### Workforce Management for Mobile Resources Your mobile workforce management solution should help manage all the information about the people that work for your business and help you make intelligent decisions when matching customers, employees, and work. It should serve as the source of truth for your mobile workers’ locations, certifications, skills, availability and any other relevant constraints that can impact the services that you deliver to customers. **Workforce Management Capability Checklist:** - Does the system manage full-time, part-time, and contract workers in the same place? - Does the system make it easy to maintain information about employee skills, attributes, and certifications? - Does the system easily map and visualize past, current, and future work locations, including optimal routes? - Is the system flexible enough to manage complex and patterned availability? - Can the system help schedulers and managers make cost-effective decisions about who works and when? ### Scheduling and Job Management Assigning and dispatching your mobile workers to wherever they need to be can be time consuming, resource intensive, and prevent your organization from becoming operationally efficient. There’s an added layer of complexity that comes with scheduling and managing jobs at multiple locations, particularly across employee and customer availability that be highly variable and non-linear. A mobile workforce management solution should reduce the burden on your schedulers and help you make intelligent scheduling decisions—reducing the cost of service, increasing worker utilization, and delivering on the promises made to your customers. **Scheduling and Job Management Capability Checklist:** - Can the system prioritize customers’ needs and preferences when choosing among available workers? - Is there intelligence to optimize schedules to increase resource utilization? Balance workloads? Reduce travel time and costs? - Is there a clear, visual pipeline of jobs requested, scheduled, dispatched, and completed? - Can my team manage single jobs, shifts, recurring work, or even irregular work patterns easily with this system? - Does the mobile workforce management solution automatically notify mobile employees of new jobs, cancelled appointment, or schedule changes? ### Mobile Work Execution True to its category name, a mobile workforce management platform should support and enable your workers when they’re traveling to and from jobs and onsite with customers. It should include a mobile-first solution that serves as a versatile tool beyond routing optimization and provides mobile workers with the guidance and capabilities they need to deliver the best customer experience. Most importantly, if well designed and enjoyable to use (taking inspiration from many consumer grade apps), the mobile app can help you retain your employees and increase their productivity. **Mobile Work Execution Capability Checklist:** - Does the job notification provide all the relevant details a mobile worker needs to understand the customer and work? - Does the solution empower mobile workers to choose when they work? Can the system push work offers to mobile resources as well as work assignments? - Are there integrations to Google Maps, Apple Maps, Uber, Lyft, and Waze to support workers however they travel? - Can the app capture notes about repeat customers that may be accessed by different employees over recurring appointments? - Does the mobile app allow employees to collect signatures from customers and save photographs of their work? ### End-customer Experience Similar to mobile workforce management, field service management also addresses work that occurs out in the field—wherever equipment needs to be installed, maintained, and repaired. The critical difference is that mobile workforce management is _human-centric_ and helps you optimize your customer’s experiences. Look for a solution that keeps your customers connected to your business and provides a smooth experience, including timely communication and appointment updates. **End-customer Experience Capability Checklist:** - Does the scheduling and matching system respect your customer’s priorities and preferences so that they get what they need and want from your business? - Can the vendor provide a customer scheduling portal so customers can schedule an appointment with you at their convenience? - Can the vendor connect data between a customer scheduling portal and the other systems of record that provide or need related information? - Can the system send an SMS to confirm an appointment with your customer and remind them that the appointment is upcoming? - Can the system provide your customer with real-time updates when your team is en route so they know who is coming and when they will arrive? ### Powerful Platform Your chosen mobile workforce management solution should do more than just eliminate paperwork for your schedulers and mobile resources—it should connect all of the major stakeholders involved in delivering onsite service to your customers. Your solution should close the gaps between sales, finance, and HR by integrating into your tech stack and sharing data across your organization. When data moves effortlessly between your systems, all of your employees are empowered to make better decisions for your business. **Powerful Platform Capability Checklist:** - Can the platform connect workflows across functions to create seamless customer and employee experiences? - Does the platform automatically capture details related to a job on the service record for easy sharing with other systems? - Does the platform make your data more trustworthy to support better business decisions and an improved customer experience? - Does the solution limit the need to calls, send emails or otherwise communicate in ways that cannot be accurately or easily tracked? - Does the platform organize data in a consistent and structured manner so it can be easily pushed into a business intelligence tool for deeper analysis? ## Find a solution for your people, not your equipment In your search for a solution to solve the challenges facing your business, you may come across field service management software that advertises the ability to schedule and dispatch workers out in the field. These solutions are often built to manage the work of installing, maintaining, and fixing equipment and capital assets. They won’t be able to solve challenges related to the people in your business, including your customers and your employees. The optimal solution will allow you to schedule and execute mobile work in a way that positively impacts the people across your organization and the services they provide. It will also equip you with the data you need to make better business decisions and optimize your operations. As a result, your customers will be happier and remain loyal to your company. For more questions that you can use to evaluate different mobile workforce management solutions, [download our Buyer’s Guide to Mobile Workforce Management here](https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/)! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/why-are-people-leaving-deskless-work-and-what-can-you-do-about-it/" type: "blogPost" title: "The Great Resignation: Why are people leaving deskless work, and what can you do about it?" author: "Chris Fenton" date: "2022-02-15" description: "The Great Resignation is hitting businesses hard: 46% of workers plan to change jobs, per Microsoft's 2021 Work Trend Index. Here's what you can do." lastmod: "2026-05-12" --- # The Great Resignation: Why are people leaving deskless work, and what can you do about it? Published February 15, 2022 · Updated May 12, 2026 · By Chris Fenton · 3 min read The Great Resignation is hitting businesses hard. According to Microsoft’s The 2021 Work Trend Index, 46% of workers are planning to change jobs, while The Guardian reports that almost [one in four employees in the UK are now plotting a career change](https://www.theguardian.com/money/2021/nov/01/the-great-resignation-almost-one-in-four-workers-planning-job-change). [Deskless workers](https://www.skedulo.com/learn/deskless-workers/), in particular, have had a tough couple of years with workloads, overtime, demands and expectations rocketing throughout the pandemic. So much so that 36% of them want to quit their jobs, according to [a recent report from employee communications specialists, Nudge](https://www.prnewswire.com/news-releases/new-report-by-nudge-reveals-36-deskless-workers-want-to-quit-their-jobs-as-deskless-organizations-continue-to-grapple-with-turnover-301424809.html). This should act as a deafening warning klaxon to businesses that have ignored the impact of poor employee experience for too long. With recruiting, onboarding and training new staff, lost productivity, and operational errors, the costs of hiring new staff are vast. Not to mention the damaging effect that high staff turnover can have on company culture. So, what’s driving this Great Resignation, how will it impact your business, and what can you do about it? **Why is the Great Resignation happening?** To find answers, [The Massachusetts Institute of Technology (MIT) drilled into data from Revelio Labs](https://sloanreview.mit.edu/article/toxic-culture-is-driving-the-great-resignation/) – a data-driven HR database – taken from over a million Glassdoor reviews. In doing so, it identified five key predictors of attrition. In order, they are: 1. **Workplace culture** – When workers feel disrespected, undermined or have to deal with unethical behaviour, they will look for an employer that cares. 1. **Job security and reorganisation** – The fear of losing their job will naturally cause people to look for more secure work. 1. **High levels of innovation **– Employees who have had to constantly learn new ways of doing things in often imperfect systems have grounds for frustration. 1. **Failure to recognise performance** – Employees want to be recognised and rewarded, and not just financially. 1. **Poor response to Covid-19 **– Those businesses that responded to the pandemic slowly or poorly pushed employees towards the exit door. It may not be immediately obvious, but these issues can be tackled with a laser focus on the employee experience, particularly when supported by tech investment. Here’s how. ### How to tackle the Great Resignation in deskless work Start with **culture**. In Skedulo’s [State of Deskless Work: Q4 2021 Research Report](https://www.skedulo.com/blog/announcing-the-state-of-deskless-work-q4-2021-research-report/), 97% of organisations agree increased employee autonomy would improve retention. But only 6% have it as a strategic priority. A company that really cares about deskless employees would be investing in tools that provide the freedom they’re screaming out for, such as the ability to swap jobs with other team members or manage their own schedule. Plus, the boost of seeing the business working to improve things can have a significant effect on morale,** job security, **and staff retention. The next trigger MIT cites is **high levels of innovation. **But it’s constant change, rather than innovation in general, that’s turning-off for employees. Rather than ignoring progress entirely, this trigger should warn employers that any investment must be matched with a digital adoption programme that helps their workers adapt. Then to the fourth cause of the Great Resignation – **recognising performance.** This boils down to the business having a smarter and more structured way of tracking and reviewing work to drive better employee engagement and reward top performers. The right tech platform can help with that too. And, finally, the **response to the pandemic**. The problems facing deskless workers were many, but at the core were managing workloads and responding to demand. Fortunately, advances in scheduling technology provide greater operational agility to overcome these problems. And employers can take advantage by scheduling more jobs around their home addresses. ### The Great Retention The Great Resignation is a very real and potentially daunting challenge for businesses today. Born out of a global pandemic that few predicted, staff are now making career decisions they may not have otherwise made. As a result, the reasons why so many deskless workers are leaving their jobs are complicated – and even more difficult to manage when you’re not there to support them in person. This means there is no one-size-fits-all solution. But one thing is certain – a focus on employee experience, and empowering deskless workers with greater autonomy, should be at the heart of your response. Learn how the right scheduling software can give your employees more freedom, flexibility and a better experience, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/why-customer-success-is-at-the-heart-of-skedulos-success/" type: "blogPost" title: "Why Customer Success is at the heart of Skedulo’s success" author: "Sharmila Rama" date: "2021-02-07" description: "Discover what our customers love about having a Customer Success Manager to help them achieve their biggest scheduling goals." lastmod: "2021-07-30" --- # Why Customer Success is at the heart of Skedulo’s success Published February 7, 2021 · Updated July 30, 2021 · By Sharmila Rama · 6 min read ![customersuccessheader](https://assets.skedulo.com/assets/2021/02/CustomerSuccess_02-21_blog-header_1050x557@2x.jpg) Have you ever bought a product after being so dazzled by a salesperson—only to be left completely high and dry after you start using it? For businesses, this is an all-too-common scenario and one that’s sadly not confined to low cost purchases. Highly skilled sales people tout the benefits of products and services that reach well into the 6-figures, and after the deal is done and contracts are signed, getting support is like trying to squeeze water from a stone. When I first started with Skedulo just over 2 years ago, the opportunity to be a “Customer Success Manager” attracted me to the role every bit as much as what Skedulo does and stands for. Traditionally when you become a customer of a company, you’re appointed an “Account Manager”. This is someone who is paid to be your point of contact, but is generally concerned with: - Answering your questions - Placating you so you don’t leave - Upselling and cross-selling so you buy more The concept of a Customer Success Manager flips this paradigm on its head. Our goal isn’t to manage clients so they buy more and don’t leave. As a SaaS (Software as a Service) business, we know that the service aspect is as vital to our clients as the software we provide. Instead, our Customer Success Managers exist to: - Get to know your business - Understand what success with Skedulo means to you - Create a map to help you succeed Our focus is not that of cross-selling or up-selling, and don’t have any sales targets. Our role is about education, adoption and outcomes. Pure and simple. ## Why our customers love having a Customer Success Manager Our customers tell me how reassuring it is to have someone hold their hand as they overhaul legacy practices to implement Skedulo’s capabilities into their business operations. Here are five aspects of working with a CSM that our customers tell me adds real value to them: #### 1. Working together to establish adoption goals This means looking at what success means to the customer, and developing a roadmap to achieve it. When we understand the pain points our customers were facing before Skedulo, we know how to help them use Skedulo to overcome those challenges. #### 2. Building a relationship with someone who cares about your success While we’re always here to answer customer questions, we also proactively reach out to ask how our customers are tracking. If I see a support request come through from one of my customers to our technical team, I can contact them to understand the issue in more depth. If it could significantly impact their business, I will escalate the ticket so it’s resolved as quickly as possible. Where customers have feedback on Skedulo features or functionality, we’re able to pass this directly to our internal teams. #### 3. Receiving quality training Our role is to upskill key personnel within our customers’ organisations who become experts at using Skedulo in their own right. These experts can then train others in their organisation, and come back to us with any questions at any time. #### 4. Helping with change management Change management is one of the biggest concerns for customers introducing a revolutionary new method of operating their business. This is where CSMs add a lot of value to our customers in equipping them with the information and support needed to boost adoption. You’ll often find us out in the field experiencing how people use Skedulo and offering feedback to make their life easier. I love hearing how frontline workers’ lives have changed by having Skedulo in their pocket, such as “I can be so much more efficient now”, or “I have all the info I need to provide a better customer service”, or “I feel safer using Skedulo”. #### 5. Being flexible when customers need it I was extremely proud to be part of the Skedulo team when COVID hit. The company was ultra flexible in meeting clients’ needs during a time of great difficulty and uncertainty. For example, I had a number of customers whose businesses temporarily closed. They asked for reprieve and I was able to help them achieve it which in turn helped their businesses. Skedulo also offered free licenses for 3 months so customers who had more staff working in the field specifically due to the pandemic could get additional seats at no extra cost. As a CSM, I loved being able to offer that to customers and know I work for a company with a big heart. ## Why I love being a Skedulo Customer Success Manager When I first started with Skedulo, there was a realm of knowledge to take onboard—equipping oneself with hands-on and intimate knowledge of not only Skedulo, but also Salesforce and how both products complement each other. This continual learning really helps as we work with customers on their Skedulo journey: from admin set-up to product alignment sessions. The opportunity to expand your know-how doesn’t stop there either—we also have regular product meetings and what’s new sessions so we can demonstrate any new features to our customers and explain how it could help their business. Our role is very cross-functional, so we’re essentially connecting all the different teams within Skedulo with the people who are using the product. This also happens on an executive level, with initiatives such as our [Customer Advisory Board](https://www.skedulo.com/blog/feedback-matters-how-our-customer-advisory-board-makes-us-better/), which keeps the 2-way conversation flowing. My favourite part of being a CSM though is watching as customers realise efficiencies in their business by using Skedulo. For example: _“Even simple things, such as triple-checking that the subject field had the right job reference number, were painful and time-consuming for admin staff. And Building Consultants couldn’t be certain that they had the latest information when they arrived on site. That’s all changed with Skedulo.”_ _“Skedulo is really well integrated, and it’s much tidier than handling lots of calls and emails. It’s also much quieter in the office now.”_ Because we are limited to how many customers we’re allowed to take on, it ensures we have enough time in the day to dedicate to each one. Instead of feeling pulled in every direction, I enjoy being able to really get to know my customers and help them succeed. I was honoured to recently receive our company’s “SKEDGEND” award. This is a global initiative that recognises excellence in Skedulo values, nominated by peers who call out a team member’s actions that align with Skedulo values such as _Caring First, Fearless Together, Boldly Innovative, Customer Driven _and_ No Shenanigans._ ## Join us as a Customer Success Manager Skedulo is always on the lookout for people who love helping businesses use technology to achieve ambitious goals. We want CSMs with energy and spirit who are empathetic, sincere, and not afraid to get their hands dirty. People who love learning the technical side, and empowering customers with all the knowledge they need to succeed. You have to be a great communicator and very organised, because Skedulo treats all its staff like adults—we have a lot of autonomy and flexibility in how we manage our time to meet our customers’ needs. The culture here is second to none; everyone is super friendly and supportive, and management is always keen to help you develop your career. Most importantly, working with Skedulo means working with organisations that are actively invested in changing people’s lives. The people we support are those who are on the frontline in sectors such as healthcare, social services and community services, which always leaves a smile on your face at the end of the day. **To find out about becoming a Customer Success Manager, see our [job listings](https://www.skedulo.com/careers/). To learn more about how your business can use Skedulo to succeed, [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… --- --- url: "https://www.skedulo.com/blog/why-i-left-skedulo-and-came-back/" type: "blogPost" title: "Get to know Skedulo - Richard Dobson" author: "Richard Dobson" date: "2021-05-26" description: "Skedulo’s product design lead, Richard Dobson, shares why he left Skedulo and what happened to make him come back." lastmod: "2021-07-30" --- # Get to know Skedulo - Richard Dobson Published May 26, 2021 · Updated July 30, 2021 · By Richard Dobson · 4 min read I’ve always had a love for creative design, and it followed me as I moved from my hometown in England to Saudi Arabia, back to England, and then to Australia. Right out of school I decided to study interior design, but eventually found my passion in visual communications at Griffith University. It was quite by chance that my first role in the space was with a real estate software startup. Being a startup, I learned fast and was able to work across the full spectrum of design - from marketing and branding, to design and development. It was here that I gained my first real exposure to product design…and I was hooked! By the time I left the company 5 years later, it had grown from 6 to 70 people. I needed a new challenge, so I moved to another software company at a time when UX (user experience) was starting to gain traction. I had the chance to attend tech conferences in the US and it really opened my eyes to where the field was heading and how much impact you could have as a designer. I learned new skills such as wireframing (which weren’t taught in uni back then) and coding, which empowered me to chat with developers in a way that made sense to them. ### Ready for a new challenge One fateful day, I received 2 separate emails asking if I was interested in applying for a role as a designer. By chance, they both turned out to be for the same position – at Skedulo! After interviewing with Skedulo’s founder, Matt Fairhurst, and Head of Design, Dave Isaacs, I landed the role and came onboard. It was 2017, and although Skedulo only had 4 product designers and around 80 staff, I felt connected to the people from day dot. Everyone here shares similar values, and I think it’s impressive that the company has such a diverse group but a total alignment with Skedulo’s culture. In the early days I mainly worked on the platform’s core web app. I’m not going to lie – it was a lot of work! We had a roadmap of features we wanted to achieve, and were constantly taking core needs, wireframing them, collaborating with developers and product managers, gathering feedback, and talking with customers. We also had to ensure consistency with the web app, which is a feat in itself. But we were committed to an exceptional user experience, so we kept evolving the platform to meet customer needs. And as we did, Skedulo kept growing. ![appdesign](https://assets.skedulo.com/assets/2021/05/Frame-1.png) ### Why I left Skedulo…and came back In 2020 I was approached by a startup in the real estate technology space. It was an intriguing offer, so I left Skedulo on good terms to give it a go. However, in 2021 an exciting opportunity came up to come back when I was offered a role as product design lead on the new vaccinations team. It was a no-brainer to accept it because, as well as working on a life-changing project, I knew these unique aspects of working with Skedulo were really important to me as I entered the next phase of my career: - Drive and alignment across the business - Working in a team with talented people who have varied skillsets - Being able to continually learn from the people around me - Being part of and helping a company grow to the next level My day to day now consists of an early stand up where we find out what’s happened overnight in the UK and US offices. This helps us know where we’re up to so we can hit the ground running as we work through our priorities. The work is a lot more fast-paced than my previous role within Skedulo. There is an urgency and it’s completely new territory so we’re solving all new issues and testing new theories every day. Customer and patient needs are our roadmap, so we have to listen carefully and think through solutions. Since coming back, I’ve certainly noticed how Skedulo has matured. We’re also about to go through our Series C funding, so it will be exciting to be part of this next phase of growth. ### Work hard, play hard I think the great culture and work environment at Skedulo comes down to leadership. Matt and all our leaders live and breathe our values, and they haven’t changed as people – no matter how much the company has grown. ![tabletennis](https://assets.skedulo.com/assets/2021/05/Frame-10.png) We work hard, but we enjoy life. I now have a 1 year old and working with Skedulo means I can work from home, or be flexible with my working hours if I need to. I’ve also met some of my best friends here, which isn’t something you can say about many places you work. As a team, we attend overseas design conferences which really helps with professional development. We also have lots of company-wide events – such as our upcoming family BBQ where we can all get together outside of the office for a day of food and games with everyone. Skedulo has given me the opportunity to be creative in ways outside of my daily product design role too. I've been able to design company-wide fun t-shirts, hoodies, and even random designs for a basketball machine we have in the office! It’s the little things, and the big things, that makes Skedulo a great place to work. And I can’t wait to see what the future holds as we continue our journey. ## Related posts - [Embracing our Diverse Stories: Celebrating API Heritage Month with Skedulo’s Silvia Zhang](https://www.skedulo.com/blog/celebrating-api-heritage-month-2022/) — May 26, 2022. As spring continues across the US, symbolizing renewal and new beginnings, we have another reason to celebrate! May is Asian and Pacific Islander (API) Heritage Month: an opportunity to recognise the many contributions of people who identify as Asian and Pacific Islander. In the US, Asian American… - [Get to know Skedulo: Meet Janu, Skedulo’s new Creative Director](https://www.skedulo.com/blog/get-to-know-skedulo-meet-janu-kedulos-new-creative-director/) — February 23, 2022. I always grew up around design. My dad was a graphic designer pre-computer era, and I would watch him cut and paste (literally) to create layouts for work. But after growing up in the Philippines and moving to a little city called Lompoc in California, I discovered a love for design after taking a… - [Prioritizing Wellness at Skedulo](https://www.skedulo.com/blog/prioritizing-wellness-at-skedulo/) — November 19, 2021. This past year, Skedulo has experienced enormous growth and our people have worked exceptionally hard to deliver for our customers while completing huge undertakings such as our vaccination scheduling projects. We’re very aware of our team’s efforts. Because of this, we decided to make space and t… --- --- url: "https://www.skedulo.com/blog/why-interoperability-matters-healthcare-technology-stack/" type: "blogPost" title: "Why Interoperability is Key to the Healthcare Tech Stack" author: "Ed Backhouse" date: "2018-05-14" description: "Consolidating health data across different EHR systems is critical for healthcare institutions and physicians to provide quality care. Here's why." lastmod: "2020-05-20" --- # Why Interoperability is Key to the Healthcare Tech Stack Published May 14, 2018 · Updated May 20, 2020 · By Ed Backhouse · 2 min read The ability to consolidate health data across different electronic health record (EHR) systems—interoperability—is becoming a higher priority for healthcare providers and government administrators. The inability of one EHR system to communicate with another leads to inaccurate, [incomplete electronic records](https://hms.harvard.edu/news/missing-data) that may pose a safety threat, and makes it more difficult for physicians to provide quality care. Other difficulties with present-day EHR systems include: - **Patient portals** that are difficult to navigate for non-tech savvy patients. - **CD’s of hospital records** given to patients that newer computers cannot read. - **EHR summaries **of a patient’s medical history may lack pertinent information. - **Data blocking** by some providers who refuse to exchange information. Read our guide to [Interoperability and the Modern Healthcare Tech Stack](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/) to learn about interoperability in healthcare and the importance of choosing tools that integrate well with others. ## Government Efforts for Interoperability in Healthcare On March 6, 2018, the U.S. government announced a new initiative called [MyHealthEData](https://www.cms.gov/Newsroom/MediaReleaseDatabase/Fact-sheets/2018-Fact-sheets-items/2018-03-06.html) to try and address the issue of interoperability between EHR systems. As part of the initiative, Medicare administration is working on a program called Blue Button 2.0. The goal is to allow beneficiaries secure access to their claims data that they can then share with their doctor (via apps that are under development). This is a good sign for interconnected health systems, but other organizations will have to adopt interoperable systems of their own to help the 266 million Americans under 65. In order to provide efficient, high-quality medical care, healthcare organizations need to start thinking about how to bring all these records together in a secure, reliable way. ## How Skedulo Works With Other Healthcare Systems The Skedulo mobile workforce management platform is 100% secure and HIPAA-compliant. With the [Lens API](https://www.skedulo.com/platform/integrations/), healthcare organizations can bring the scheduling and workforce management capabilities of Skedulo into their own custom apps—rather than adding another independent system onto a complex stack. Skedulo is designed to set specific appointment times, match the right provider to the right patient, and generate robust performance reports that help you understand capacity and forecast demand. [Healthcare organizations](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) around the world use Skedulo to improve efficiency and make informed decisions about resource allocation across patients and providers. To see how Skedulo can work for you, [schedule a free demo.](https://www.skedulo.com/book-a-demo/) ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/why-skedulo-is-perfect-for-the-super-bowl-and-other-big-events/" type: "blogPost" title: "Why Skedulo is perfect for the Super Bowl and other big events" author: "Chelsea Basilotta" date: "2021-02-24" description: "A couple of weeks ago, Americans watched as the Tampa Bay Buccaneers beat out the Kansas City Chiefs 31 to 9 in Super Bowl LV. It was an exciting game and an incredible result for legendary quarterback Tom Brady, who now boasts more wins to his name than any player or team in NFL history. The outc…" lastmod: "2021-03-11" --- # Why Skedulo is perfect for the Super Bowl and other big events Published February 24, 2021 · Updated March 11, 2021 · By Chelsea Basilotta · 3 min read ![superbowl](https://assets.skedulo.com/assets/2021/02/SuperBowlHighCapacity_02-21_blog-header_1050x557@2x.jpg) A couple of weeks ago, Americans watched as the Tampa Bay Buccaneers beat out the Kansas City Chiefs 31 to 9 in Super Bowl LV. It was an exciting game and an incredible result for legendary quarterback Tom Brady, who now boasts more wins to his name than any player or team in NFL history. The outcome was also glorious for locals, with the event held at Raymond James Stadium in Tampa. Just 25,000 fans were allowed into a stadium built to host more than 65,000 with social distancing measures still firmly in place. Attendees included 7,500 vaccinated health workers who had been gifted tickets as a thank you for their tireless efforts on the frontline throughout the recent health crisis. Unfortunately not everyone in Tampa was celebrating though, with Tampa’s Mayor expressing deep disappointment for the numbers of people who did not wear masks or practice social distancing on the day. It was always going to be a difficult event to manage in a time of such uncertainty. However, the planning and execution of large scale events such as the Super Bowl, concerts, New Year celebrations, and many more will need to take center stage as we continue to struggle with the COVID pandemic. Find out whether [High Capacity Scheduling](https://www.skedulo.com/product/field-scheduling/) is a good fit for you ## High capacity scheduling will be crucial to future success Pre-booked and staggered arrivals, met with contactless check-ins and fully equipped frontline staff, are going to play an important part in the success of future large scale events. This is why [Skedulo is working with other best of breed technologies](https://www.skedulo.com/blog/california-selects-skedulos-high-capacity-scheduling-for-covid-19-vaccine-administration/) to deliver workable solutions that solve these vast scheduling challenges. These 4 key features of our [high capacity scheduling](https://www.skedulo.com/blog/10-things-to-look-for-in-a-high-capacity-scheduling-solution/) solution assist event managers to plan and execute large scale events: ### 1. Large scale capacity for self-service appointments Want to orchestrate the arrival of 30,000 attendees at staggered times to avoid long lines/queues? Skedulo’s booking calendar integrates with any event website and enables attendees to: - choose an arrival time - book their time - enter their details - receive automated confirmation - cancel or re-schedule using their unique code ### 2. Pre-event communications to all attendees or certain groups Want to advise people about a change to event logistics or remind them of social distancing requirements? Skedulo allows you to send bulk updates to all registered attendees or select certain groups who are set to arrive at a specific time (or through a specific gate). ### 3. Contactless check-in on arrival Skedulo ensures the safety of patrons and event staff with contactless check-ins via their mobile phone. Attendees simply scan their QR code to confirm arrival, and can move quickly through the gates. No loitering, queues, or paperwork necessary! ### 4. The right workers in the right place at the right time Managing thousands of frontline event workers is an age-old challenge for even the best event planners, and can be even more difficult when volunteers are involved. Skedulo is designed to make mobile workforce management super simple, with features such as: - self-service volunteer registrations - location-based scheduling - one off and recurring shift scheduling - fast re-scheduling if workers can’t make their shift ## A plan to succeed in the new normal No one knows what the future holds, or if life will ever return to the way we remember it. But one thing is certain: we can plan to succeed if we use new methods to manage old favorites in the new normal. Favorites such as watching your team take out the Major League Baseball, your favorite band rock it out on stage, or seeing live theatre again. The logistics of managing these events is only going to get simpler as we allow technology to do more of the heavy lifting. That way, event staff and frontline workers can spend more time focused on what they do best: putting on a great show that people will remember for a lifetime. At Skedulo, we are highly passionate about working with organizations in the public and private sectors to assist during this pandemic—with practical, fit-for-purpose solutions that solve our world’s biggest scheduling challenges. **To find out how Skedulo can assist with your next event, simply [book a free demo](https://www.skedulo.com/book-a-demo/).** ## Related posts - [How Skedulo is supporting developing countries through COVID](https://www.skedulo.com/blog/how-skedulo-is-supporting-developing-countries-through-covid/) — July 13, 2021. Not many people know this about me, but as a kid I spent a couple of years of my schooling growing up on an island in Papua New Guinea. My father worked for the Australian government and we were sent for 2 years as part of a government support program to aid the local government of New Ireland Pro… - [The Benefits of Rapid Test Scheduling Software](https://www.skedulo.com/blog/the-benefits-of-rapid-test-scheduling-software/) — April 12, 2021. The onset of the COVID-19 pandemic in early 2020 brought to light the many challenges of scheduling and managing virus testing on a global scale. As we continue to look for ways to improve public safety, the need for rapid test scheduling software has become abundantly clear. Healthcare providers w… - [The Benefits of Vaccine Scheduling Software](https://www.skedulo.com/blog/benefits-of-vaccine-scheduling-software/) — April 12, 2021. As the world continues to deal with the ramifications of the COVID-19 pandemic, public and private healthcare providers are faced with the challenge of administering vaccines. The speed and scale at which these vaccinations must be distributed, scheduled, and administered is much greater than we’ve… --- --- url: "https://www.skedulo.com/blog/why-the-healthcare-industry-needs-skedulo/" type: "blogPost" title: "Why the Healthcare Industry Needs Skedulo" author: "Matt Fairhurst" date: "2019-02-07" description: "Skedulo is purpose-built for home and mobile healthcare and puts people first, with technology that makes staff jobs easier and patient experiences better." lastmod: "2020-07-23" --- # Why the Healthcare Industry Needs Skedulo Published February 7, 2019 · Updated July 23, 2020 · By Matt Fairhurst · 7 min read Healthcare is an industry on the move. Increasingly, doctors, nurses and clinicians are on the go, treating patients in their own homes, in mobile care centers, or in nursing home facilities. As mobile devices have made it easier for providers and caregivers to do their work outside of a clinical setting, patients have responded enthusiastically to the return of the home visit. “The demand for home care and hospice continues to grow as we see a graying of the U.S. population,” [said Bill Dombi](https://www.cnbc.com/2018/05/31/as-the-us-population-ages-the-need-for-home-health-care-workers-skyrockets.html), president of the National Association for Home Care and Hospice, when speaking to CNBC recently. Per Dombi, both younger and older patients are increasingly drawn to in-home care. “In 2015, it was the first time nationally that more money was spent on home care than nursing home care. We’ve seen a culture and financing shift toward home and community-based care.” Healthcare is also an industry facing an alarming gap in supply of talent. For example, the demand for home health and personal care aides is expected to grow by 41% to more than four million jobs in the U.S. by 2026 according to the [Bureau of Labor Statistics](https://www.bls.gov/ooh/healthcare/home-health-aides-and-personal-care-aides.htm). At the same time, home healthcare providers continue to face constant demands for lower costs and improved efficiencies, all while trying to grow and scale. ## Skedulo Addresses Healthcare’s Biggest Challenges As the industry faces continuous movement, healthcare organizations are rethinking how their in-home and on-site services can provide the highest quality care and efficiently meet demand at the same time. This is why the healthcare industry needs Skedulo. Skedulo is a mobile workforce management solution, not just a scheduling or rostering tool. Our platform is ideal for organizations that have teams of employees with a variety of skills, certifications, locations, and availability who serve patients in different locations. Unlike scheduling or rostering tools, Skedulo optimizes the process of matching providers to patients based on each individuals’ skills, availability, locations, and needs, not just open time slots on a calendar. Skedulo then supports mobile caregivers as they move throughout their workday to deliver quality care. Although Skedulo did not start as a healthcare solution, we discovered a natural fit in the home and coordinated care space thanks to the flexibility of our solution and our product philosophy that puts people first in every respect. The biggest challenges facing healthcare providers are addressed with our solution: - Improving Efficiency - Scalable Growth - Employee Satisfaction and Retention - Personalized Patient Experiences As our experience with healthcare use-cases deepened, we invested in a purpose-built solution for healthcare. Skedulo now supports 35,000 workers in the healthcare industry globally with our mobile healthcare management capabilities. ## Skedulo for Healthcare Solution Our Skedulo for Healthcare solution is designed around the three key workflows of home healthcare: patient intake, long-term care planning, and the mobile caregiver experience. #### Patient Intake For patient intake, Skedulo captures all the key variables of your patients and their needs: profiles, availability, care goals, type of caregiver needed, insurance entitlements and more. Our scheduling and matching engine optimizes all the patient-related variables against the profiles of your employees to determine when a particular caregiver can meet a patient at a certain place. Additionally, Skedulo addresses critical business efficiency needs, such as maximizing caregiver utilization, reducing travel time, and alleviating administrative burden. #### Long-term and Recurring Care Skedulo’s powerful scheduling and matching engine is at the core of the long-term care workflow. For many businesses, recurring care assignments are a headache of spreadsheets, calendars, and back-and-forth emails. With Skedulo, individual appointments, group events, and even complexly patterned care schedules, are managed with ease. Skedulo can map multiple patients and multiple caregivers to a specific location at a given time, and perform this matching repeatedly for recurring events. #### Mobile Caregiver Experience Lastly, Skedulo’s app is a tool for your mobile employees and contractors to make their jobs easier, not just to push and pull information your business needs. In the Skedulo app, caregivers have user-friendly access to their upcoming appointments and all the critical information needed for top quality care: patient records, appointment details, care plans, with notes from the previous appointment with the patient prioritized. Without adding administrative burden to your team, the Skedulo app syncs in real-time to your system of record and can track caregivers’ progress in real-time, optimize their travel, and capture mileage for easier reimbursements. ## Your Business and Your People Benefit from Skedulo With Skedulo in the hands of their care coordinators and mobile providers, our customers have seen a measurable impact to their business. Improved efficiency and faster growth are only half the story; your people--patients and employees--will see the difference when your mobile healthcare operations improve with Skedulo. #### Improving Efficiency Skedulo improves a healthcare organization’s efficiency in several ways. Skedulo makes better use of your caregivers’ time, cutting out paperwork, optimizing their schedules to see more patients, and in greater proximity when possible. That way, caregivers spend more time in revenue generating activities, less time on the road, and less time doing administrative work. With Skedulo, care coordinators and schedulers save time that was lost managing spreadsheets, calendars, and emails, or correcting scheduling mistakes that were the result of manual error. The [Royal Society for the Blind](https://info.skedulo.com/rs/960-CDH-700/images/Case%20Study-Royal-Society-for-the-Blind.pdf), a Skedulo customer, reduced scheduling overhead by 15% while doubling their weekly appointments per week, per mobile caregiver. Read our [5 secrets to better scheduling](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) for home healthcare, or request a demo today. #### Scalable Growth Many healthcare companies are overwhelmed by demand for their services; manual operations simply do not work at scale. Skedulo offers one system that manages all the data your team needs to make your mobile healthcare operations work. Because our solution is flexible and supported by the strength of Salesforce’s platform, Skedulo grows with your business. [HealthStrong Australia](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo%20Case%20Study%20HealthStrong.pdf)’s four-person team is able to schedule more than 1,200 weekly appointments, an increase of 30%. “We chose to work with Skedulo as we’re both growing and we could see the potential to grow together. That’s exactly what we’re doing as we continue to integrate more of our processes with Skedulo,” said Chris Kalavas, Salesforce Development Lead at HealthStrong. [New Jersey Respiratory Associates](https://www.skedulo.com/customers/new-jersey-respiratory-associates/)’ VP of Operations and Sales, Greg Pino, saw his business grow 20% for three years in a row after implementing Skedulo. He says, “We were shocked to see the effect Skedulo had in enabling us to do more with less. These benefits extended beyond just our mobile workforce. We saw greater efficiency in our back-office operations, invoicing, and sales.” #### Employee Satisfaction and Retention For your employees in the office and teams on the go, Skedulo makes their work lives easier. For care coordinators and schedulers, this means eliminating the cumbersome paperwork or broken systems that slow them down and complicate tasks. For [Easterseals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/), using Skedulo has made a tremendous impact, according to Jeff Hallett, vice president of product management. “The impact from using the application has been a tremendous reduction in stress in terms of being able to manage the scheduling in a reliable way. We have 13 offices trying to manage hundreds of practitioners at a time,” Hallett points out. Using Skedulo has “given them the time to improve their overall processes and make their work life better, as well.” Healthcare providers are passionate about caring for their patients. When they are heavily burdened with administrative tasks, it takes time and energy away from what they do best. Skedulo’s mobile app is a tool that allows caregivers to focus on patients, delivering the information they need when they need it, and making it genuinely easier to chart and capture appointment notes. Because the app also captures the information your business needs in real time, managers benefit from improved data and better insights, as well. #### Personalized Patient Experiences The [consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) is a well-established trend, and one that challenges most healthcare organizations. No two patients’ needs are the same, but their expectation that you accommodate their particular situation is increasingly uniform. Skedulo’s logic and optimization engine makes patient needs part of the matching and scheduling decisions, so your patients are automatically prioritized in operational decisions. Patients, like all consumers, value consistency and communication from providers, which is why Skedulo sends them updates about their appointments via SMS. And when life complicates things, as it always does, Skedulo makes it easy for care coordinators to manage exceptions and make updates without having to re-work an entire day’s schedules. This is especially valuable for companies that serve children or seniors and need to be sensitive to the availability of parents and caretakers, who are often trying to balance work and familial responsibilities. “The clients are seeing a lot more predictability in the schedules. We are better able to work with the families very closely, establish availability, and make sure that availability is respected to the greatest extent that we can,” says Hallett of Easterseals Bay Area. “Just being able to know that a practitioner is going to be there in a reliable and predictable way just takes a lot of stress away from the clients and the clients’ families.” ## A Better Way to Deliver Home Healthcare Healthcare is a turbulent industry, and there’s no reason to think that is going to change. The pressure to grow efficiently, do more with less, and keep patients happy—not to mention healthy—will only grow. And it will be compounded with a shortage of available talent amid increased demand. Skedulo is the only software solution that is purpose built for home and mobile healthcare that puts people first. We understand that people are what will improve patient and business outcomes. It’s a person who shows up at a patient’s door, or greets them at a mobile care center. So we made technology that makes employees’ jobs easier and patients’ experiences better. [Learn more](https://www.skedulo.com/integrations/salesforce/) about what we have to offer. We think you’ll like what you see. ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [Operations Management in Healthcare: Strategies to Improve Operations](https://www.skedulo.com/blog/operations-management-in-healthcare/) — April 15, 2026. At the crossroads of an aging workforce and post-COVID staffing shortages, healthcare operations management has never been more critical. To manage hundreds of providers across distributed locations and ensure high-quality patient care, it starts with effectively planning, organizing, and analyzing… --- --- url: "https://www.skedulo.com/blog/why-you-need-shift-management-software/" type: "blogPost" title: "Why You Need Shift Management Software" author: "Craig Panigiris" date: "2020-12-13" description: "Learn how shift management software can reduce the many challenges that come with managing shift-based workers to make your deskless workforce more successful." lastmod: "2021-03-31" --- # Why You Need Shift Management Software Published December 13, 2020 · Updated March 31, 2021 · By Craig Panigiris · 9 min read As the landscape of the mobile workforce continues to evolve, businesses in all types of industries hire employees who perform specific tasks during specific time periods. These individuals are known as shift workers, and they are a valuable part of organizations with a deskless workforce. Shift work can be a great way to give employees consistency while catering to your customers’ needs throughout the day, but managing shift employees presents unique challenges. In fact, the process can be quite complicated, particularly for organizations who employ both deskless and fixed-location workers. The complexity of scheduling a blended workforce requires careful attention and intelligent tools. That’s where shift management software comes in. It can help you build and maintain a strong workforce of shift employees so you can meet—and [even exceed](https://www.skedulo.com/blog/how-employee-scheduling-can-impact-revenue/)—your business goals. ## The Challenges of Shift Management Planning complex schedules for a variety of deskless workers can be a time-intensive, expensive task. When staff schedulers have to use manual tools and processes to manage such a huge process, it introduces even more challenges. Here are some common challenges of managing shift- and roster-based work: ### Limited Ability to Deal with Exceptions In a perfect world, your shift workers would never call off sick. The reality, however, is that shift workers are susceptible to unforeseen circumstances just like anyone else. When workers are unexpectedly unavailable for a shift, you may be stuck trying to find a qualified replacement as soon as possible. Without the right tools, this is a time-consuming and labor-intensive process: manually sorting through your list of available workers, contacting potential substitutes individually, adjusting the schedule, accounting for any effects on other appointment times, and communicating the updates to both employees and customers. If even one step is missed, a customer could be left high and dry, which negatively affects [the customer experience](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/), your reputation, and your bottom line. This is especially risky if you can’t notify your customers automatically when a worker is running late or unable to make the appointment. **Request your customized Demo** ### Poor Workforce Visibility If your business depends on a team of deskless and fixed-location shift workers, it can be difficult to keep track of everyone around the clock. You may be unsure of how long your shift workers are on the job, where they’re located, and which customers, clients, or patients they’re serving. Poor [workforce visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) can lead to decreased productivity, inefficiencies, and an inaccurate understanding of resource utilization. Customers see field workers as part of the overall organization, so a lack of workforce visibility can undermine customers’ confidence and reflect poorly on the company itself; if a customer calls HQ to complain their technician is 30 minutes late, it’s much better to be able to say, “They were finishing up a job nearby, and I’ll confirm that they’re on their way to you now” than to say, “I assume they’ll be there soon.” ### Inability to Match Based on Skill Set No two shift workers are exactly alike. Each employee has their own unique experience and set of skills. Matching workers to the jobs they’re qualified for is a crucial part of delivering a great customer experience, but it’s no small task. If you’re using a manual process and lack proper tools, you’ll find that matching employees based on skill set is not only time-consuming, but often inaccurate, too. Employee certifications expire, preferences change, and when you find the person with the right skills, you still have to determine if they are close enough to the customer’s location and available for the job. Unless you’re able to connect the right person to the right job quickly, you risk having to send another worker to finish the task at a later time, leading to customer dissatisfaction and lower productivity. If your organization offers [in-home healthcare services](https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/), for example, you need to be certain you’re sending the proper provider to the patient every time. Sending a provider who isn’t qualified, licensed, or certified to deliver certain services to a customer is not only a liability for your organization, but also a risk for the patient. ### Inaccurate Forecasting Proper forecasting is an essential part of successful shift scheduling and rostering. Scheduling too many or too few workers for various shifts can take a serious toll [on your bottom line](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/). Unfortunately, it’s tough to predict how many employees you’ll need at each shift, especially if you don’t have reliable historical data to lean on. Manual or traditional tools just don’t offer the type of in-depth data collection and analysis required to understand [resource gaps and financial trends](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-finance-teams/), which can make it nearly impossible to accurately plan ahead. Chronic overscheduling leads to significantly overspending on staff costs without enough corresponding revenue, and under-scheduling introduces delays, burnout, and frustration among staff that can spill over into the customer experience. ## How Software Improves Shift Scheduling and Rostering Fortunately, implementing the right shift and rostering management tools can address common challenges and take some of the guesswork out of managing your deskless workers. ### Saves Time for Schedulers and Dispatchers Manual scheduling and dispatching leads to inefficiencies and burnout. Schedulers have to keep track of the ever-evolving schedules of multiple shift workers and track updates, delays, requests for time off, changing qualifications, and more. Shift scheduling and rostering software uses automated matching and validation to help schedulers and dispatchers work smarter. When customer requests, workers’ skills, and employee schedules are housed in the same place, the system can automatically identify double-bookings, gaps in the schedule, and the best route for a worker to take between appointments. ### Improves Access and Communication for Deskless and Fixed-Location Workers With a strong shift management system, you can ensure both your deskless and fixed-location shift workers have access to up-to-date schedules, updates, optimized routes, and other key details. When workers can see and share updates from anywhere via desktop, laptop, tablet, or smartphone, they save the time it takes to call or email staff schedulers about issues or changes. With [secure, cloud-based](https://www.skedulo.com/blog/how-we-think-about-saas-product-security-at-skedulo/) scheduling tools, workers can even log updates with limited or no connectivity so no one misses a beat. ### Reduces Scheduling Errors Scheduling errors are far more likely to arise when the process includes working from multiple sources, like calendars, emails, and spreadsheets. Shift scheduling and rostering software reduces this risk, as it securely stores and/or integrates all the information you need in a single interface. Some modern shift management tools also include real-time error alerts so schedulers can easily manage [complex work patterns](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/). This automation makes it a breeze to keep track of hours worked, time off, who is right for the job, and other key factors that influence productivity and efficiency. ### Integrates with Existing Systems Shift scheduling and rostering software is particularly useful when it integrates with your payroll, invoicing, HR, CRM, and other existing systems. Mobile workers in particular benefit from [interoperable systems](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) that bring together all the information they need to serve customers. When your data is able to flow securely and seamlessly, employees can work more efficiently, and you’re better enabled to uncover key business insights. Integrating information from different sources can turn an OK customer experience into a truly memorable, excellent one. For example: - A HVAC service company receives a request for an urgent repair for a large system. The scheduler uses technician information (synced from the HR system) to match the right worker within minutes, and sends the details of the new job right away. - The technician is notified on the mobile app, and they open it up to see the customer’s name, address, and recent appointment history (synced from the CRM). Now they’re prepared to head that way and greet the customer appropriately. - When the technician arrives, they need a little more guidance on how to handle this specific issue. They open up the training manual on their phone (synced from the company’s internal knowledge base), or check in with their manager using secure, built-in communication tools. - When the job is completed, the technician collects the customer’s signature on the estimate or the invoice right on the spot (synced with the invoicing system). - The technician had to spend an extra hour on this complicated repair, which is automatically logged as overtime based on the hours worked that week (synced with the company payroll system). ### Offers Centralized Management Shift management software is crucial for leaders who are overseeing, evaluating, and improving their deskless workforce. A tool that offers centralized management means you can: - **Set [Key Performance Indicators (KPIs)](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/)**, which are essential for tracking performance and finding areas for improvement among your workforce. What gets measured gets done, so picking the right KPIs, communicating them to the workforce, and measuring progress over time makes a big difference. Analyzing data like time to schedule, travel time, response time, and schedule adherence in a centralized system empowers managers to make necessary adjustments to better serve customers and support employees. - **Correct negative trends earlier **by gaining visibility into issues like declining customer satisfaction, lower number of jobs completed per day, higher number of no-shows, and lengthy travel time. With accurate insights into troublesome patterns, you can quickly course-correct for better outcomes. - **Celebrate positive trends **to improve the employee experience. Your deskless workers are your most valuable asset, so it’s important to identify and celebrate workers who are keeping customer satisfaction high, completing a high number of jobs, or decreasing their rework percentage or repeat visits. Manages Complex Work Patterns Work patterns can be complicated, especially for shift employees who work irregular schedules or trade shifts often. With a shift scheduling and rostering system, you’ll be able to create templates based on customer demand, worker availability, and your own business requirements. Tools that offer these types of shift and roster templates save your teams the time of generating accurate rosters, and give you a firm foundation from which to make adjustments when needed. Even better if you implement modern technology that can also manage single shifts or recurring appointments, which can be a hassle to keep track of manually for multiple [deskless workers.](https://www.skedulo.com/learn/deskless-workers/) ### Tracks Employee Hours Shift management software is the most convenient way to track employee hours. When a mobile worker checks in or out of a job site, their time is automatically tracked, meaning the hours worked are both accurate and easily accessible. Instead of having to track down employee hours from spreadsheets and enter them into a system (which takes up valuable time and resources), the right software can capture everything in one place. This leads to quicker, more accurate billing and invoicing, which benefits your organization and customers, and employees save time they might otherwise spend filling out timesheets every week. ### Captures Field Data In the past, [capturing field data](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) often meant deskless workers had to manually take notes on the job and enter them into a digital system once they returned to the office. But this process is time-consuming and leaves quite a bit of room for error—times are fudged, details are forgotten, and small things slip through the cracks. A modern shift scheduling and rostering system eliminates this extra step altogether. Document what’s going on at the job site via photos, notes, and even contactless customer signatures, then save them automatically so schedulers and managers are up-to-date. Depending on the software you select, it may even work offline, so key details will automatically sync to the system when connectivity is restored. ## Shift Scheduling and Rostering Software for Your Deskless Workforce There’s no denying that creating an efficient work schedule for shift workers can be a challenging feat. The good news is that a robust shift management software can solve these challenges and increase your team’s efficiency, productivity, and revenue. [Skedulo’s Shifts and Rostering software](https://www.skedulo.com/product/shift-scheduling/) helps you optimize your shift management to save on labor costs, enable real-time communication, and tackle the time-consuming challenges associated with managing shift-based employees. Learn more about how to create effective schedules for a more successful deskless workforce, or [book a demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/workforce-analytics-for-hr-how-data-can-make-an-impact/" type: "blogPost" title: "Workforce Analytics for HR: How Data Can Make an Impact" author: "Craig Panigiris" date: "2021-08-04" description: "Collecting and analyzing data from your mobile workforce has never been easier or more useful for HR, thanks to deskless productivity software." lastmod: "2021-08-04" --- # Workforce Analytics for HR: How Data Can Make an Impact Published August 4, 2021 · By Craig Panigiris · 6 min read Human resources are a crucial part of any organization’s success. From interviewing and onboarding to training and performance reviews, HR has the vital job of making sure employees feel supported by management from the day they’re hired. This is particularly important—and challenging—for businesses with a mobile workforce, since deskless workers are out on their own rather than in the office. And in a world where a mobile, deskless workforce is becoming increasingly common, digital technologies are more essential for supporting HR than ever before. In fact, [MarketsandMarkets predicts](https://www.marketsandmarkets.com/Market-Reports/hr-analytics-market-94472004.html) that the global market for HR analytics tools will grow to $3.6 billion by 2024. Despite this rise, it can be challenging to use all available tools to their full potential. That means there are missed opportunities for empowering and enabling mobile workers and, in turn, engaging customers. Technologies like workforce analytics, automation in workflows, and more are instrumental for maximizing success of a deskless workforce. ## How Data Can Lead to Operational Improvements It’s hard to optimize productivity, efficiency, and customer satisfaction without knowing what’s happening with your mobile workforce. Deskless workers are the face of the company, and they appreciate their time being used wisely as much as management and customers do. There are many benefits of collecting and analyzing data from your mobile workforce, such as: ### Accurately Measure and Predict Capacity Making the most of each mobile worker’s time without overbooking them is a fine line to walk, but ample data can help. [Measuring an employee’s productivity](https://www.skedulo.com/blog/how-to-measure-the-productivity-of-a-mobile-workforce/) and output over time is the best way to predict that person’s capacity in the near future, which can ensure their workload is appropriate, jobs get done on time, and customers stay happy. **See Skedulo in action** ### Identify Shortages in Talent In turn, data on the productivity and efficiency of your deskless workforce can shed light on how the workload is being shared and whether understaffing is preventing work from being done. For instance, you might employ a large group of people skilled at home repairs, but are [short-handed when it comes to workers licensed](https://www.the-future-of-commerce.com/2020/12/23/solving-the-talent-shortage-in-field-service-for-happier-customers/) to do certain types of electrical work. Having data about what types of jobs are coming in, which ones are being completed, and which ones are stalled due to worker shortages can help your HR staff identify areas that new hires could help support. ### Uncover Performance Issues Collecting data about your mobile workforce can also reveal issues with individual workers. If an employee is consistently behind schedule on a certain type of job, for example, this may reveal that they need more training in that area, equipment needs to be upgraded, or they otherwise need more support. If a mobile worker is behind schedule on all jobs all the time, this may reveal more fundamental issues that that employee is facing. ### Ensure Fair, Merit-Based Scheduling for Deskless Workers When a person handles scheduling, it’s nearly impossible to eliminate their biases—like being more likely to give a coveted shift to, or to approve a time off request from someone they see favorably. But that’s not a fair system for the employees that might not be in the scheduler’s good graces. By aggregating and analysing data related to schedules—like who’s getting which shifts, how often, and who’s assigning those shifts—you’re better able to spot patterns that might indicate biases. ### Better Match Mobile Workers Based on Performance and Skill Sets Many jobs require specific skill sets, so companies often need to [match the right workers with the right assignments](https://www.skedulo.com/blog/managing-multiple-projects-who-is-right-for-the-job/). Especially in industries like construction or health care, not every deskless worker is going to have the same qualifications, training, and certifications that some jobs require. Keeping tabs on data related to employees’ skill sets and past performance on their assignments helps ensure the right person is working on the right job, every time. ### Accelerate Hiring Processes When you have more information about what skills are well represented in your workforce and what areas are lacking, you can fine-tune your hiring process to support the teams and areas of your business that need the most help. Whether you’ve got an over-abundance of employees looking for Tuesday shifts but a dearth each Saturday, or need to add workers with certain skills or qualifications to fill gaps in talent, having detailed information about your current workforce can ease the burden of looking for new hires. ### Improve Employee Experience and Engagement As great as it is for the company’s bottom line for employees to work efficiently, smooth workflows also create a better employee experience. No one wants to feel like they’re wasting their time, whether it’s due to inefficient scheduling, miscommunications, being mismatched to jobs they’re not best suited for, or other time-sucks. What’s more, HR departments can collect data on the employee experience itself, like by conducting regular surveys about job satisfaction and engagement, which can identify issues early on. ## How Deskless Productivity Software Can Help While it’s true that collecting data is critical for implementing the above improvements, it’ll be hard to make those improvements if your data collection process is weak. Deskless productivity software is the keystone in that process. Automating as much of the data collection as possible—as well as automating any adjustments made to workflows based on the results—makes it easier to manage your mobile workforce. With robust [field service management](https://www.skedulo.com/learn/field-service-overview/) software, you can: ### Eliminate Manual Data Collection Manually [collecting and organizing large amounts of data on each worker’s progress](https://www.ngahr.com/blog/whats-changing-workplace-data-collection) and productivity, customer ratings, schedules, and more is incredibly time-consuming—and error-prone. But mobile workforce management software is designed to collect the most useful information automatically, with little to no effort needed by either the individual worker or someone behind-the-scenes. For example, [a mobile app that field service techs use](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) could offer real-time location data to help provide insights into travel-related metrics like travel time, response time, and more. ### Collect Data in the Field, Even Offline Absolutely vital for a mobile workforce is the ability to collect data on the go. Top-notch mobile workforce management software should account for potential connectivity issues and jobs that must be carried out in remote locations that are out of service range by providing offline capabilities. With offline functionality, workers can be sure that any mission-critical information is always available to them and that they can still collect on-the-job data. Once they’re back in range, they’ll automatically sync with the servers. ### Increase Data Security Ever since organizations started instituting bring your own device policies, mobile workforce management software developers have been working on ways to make data more secure across any device. Now, [enterprise mobility management](https://www.skedulo.com/blog/what-is-enterprise-mobility-management/) solutions have reached a point where employees can use company apps safely and securely on their own devices, keeping important enterprise data, from customer and vendor details to personnel information and more, safe. ### Connect Disparate Systems The best deskless productivity software seamlessly connects to your existing, legacy systems, from CRM, accounting, and more. It’s critical that all the programs and systems your company uses in its workflow can communicate and connect effectively to get work done. By connecting these disparate systems, you’ll be able to break down the silos that divvy up your data and see all of your vital information in one place. ### Ensure Easy Usability Collecting data from a mobile workforce is only useful if that collection happens without hindering the jobs at hand. That’s why the right deskless productivity software is designed with employees in mind. Solid UX helps ensure that everyone at your organization, from mobile workers and schedulers to managers and other decision makers, can access the functions critical to their jobs quickly, easily, and consistently. As a result, you’ll be able to collect all of the information you need to figure out what’s working and what isn’t. ## Help Your HR Department Help You with Workforce Analytics Having the right mobile workforce management software is pivotal to helping you collect and make the most of your workforce data. However, finding the software that can help you get there can be tricky. Skedulo offers robust mobile workforce management solutions that can help you capitalize on your data. Weave your disparate systems together so your data works together; generate actionable reports and at-a-glance dashboards to help you gain deeper insights into the information tied to your workforce; and more. With Skedulo’s mobile workforce analytics solution, make more strategic decisions, boost productivity, and improve customer and employee experience. Want to learn more about managing your mobile workforce in the ever-evolving world of deskless productivity? [Hear what 100 IT industry executives think about how deskless productivity is evolving](https://www.skedulo.com/events/webinar-state-of-the-deskless-workforce-what-100-cios-think/) in our State of the Deskless Workforce webinar. ## Related posts - [Digital Transformation of Field Service Scheduling and Operations](https://www.skedulo.com/blog/digital-transformation-field-service/) — April 5, 2025. Digital transformation is the process of introducing and incorporating digital tools into a business’s workflows and operations. The process is widely applicable and can modernize just about any area of a business, including customer success, sales, marketing, operations, IT, and mobile workforce s… - [What Do Field Service Techs Want in a Mobile App?](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) — September 6, 2024. The day-to-day interactions between field service technicians and customers are incredibly important. The field service tech may be the only one from the company who meets the customer in person, and they directly represent the company’s service quality and expertise. They play a crucial role in co… - [8 Field Service Management Trends to Watch in 2024](https://www.skedulo.com/blog/8-field-service-management-trends/) — November 8, 2023. Customer expectations are high. Skilled field technicians are leaving the workforce faster than they are replaced. Artificial intelligence (AI) is a core feature of leading field service software. These trends, among others, will shape the future of field service. Field service organizations are e… --- --- url: "https://www.skedulo.com/blog/workforce-management-leader-g2/" type: "blogPost" title: "Skedulo Is Designated a “Leader” in the Summer 2019 G2 Grid® for Workforce Management" author: "Angela Gonzales" date: "2019-06-27" description: "Skedulo is a G2 \"Leader\" in the Summer 2019 G2 Grid® for Workforce Management and Field Service Management! Read real reviews from real customers now!" lastmod: "2020-05-20" --- # Skedulo Is Designated a “Leader” in the Summer 2019 G2 Grid® for Workforce Management Published June 27, 2019 · Updated May 20, 2020 · By Angela Gonzales · 2 min read We are excited to announce that G2, the world’s leading B2B technology review platform, has designated Skedulo as a [Leader in Workforce Management](https://www.g2.com/categories/workforce-management?segment=all) in their Summer 2019 Grid Report. This is the first time that Skedulo has received this designation in the Workforce Management category. Skedulo was also once again designated a [Leader in Field Service Management](https://www.g2.com/categories/field-service-management) in the Summer 2019 Grid Report. “A huge ‘Thank You’ to all of our customers who have shared their experiences and feedback on G2,” said Matt Fairhurst, CEO of Skedulo. “This is the first time we’ve been designated as a Leader in the Workforce Management category, and we appreciate your partnership in building the leading solution for mobile workforce management. Being named a Leader in yet another software category is an honor that we share with all of you!” G2’s Grid Reports are based almost entirely on user ratings as opposed to information self-reported by vendors, which is different from other solution evaluations. G2 [scores](https://sell.g2.com/g2-scoring-methodologies) products and vendors based on reviews gathered from verified users, as well as data aggregated from online sources and social networks. ## Skedulo’s Focus on Workforce Management for Mobile Workers Skedulo’s mobile workforce management solution uniquely addresses the 2.7 billion-person mobile and deskless workforce. These workers are often overlooked by technology providers, despite being 80% of the global workforce. [According to Emergence Capital](http://desklessworkforce2018.com/), little of the $300 billion that is spent on business software each year has gone to support these workers. As a result, managing the mobile workforce continues to be a challenge for many companies. Traditional solutions to manage work outside the office lack the power and flexibility to fit the new ways people and businesses operate. Since 2013, Skedulo has been focused on helping companies overcome the significant challenges of managing their mobile workforce. This is an increasingly complex problem that impacts [employee retention](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), [business value](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/), and [customer service](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). Skedulo addresses the unique and complex pain points that come with [managing a mobile workforce](https://www.skedulo.com/blog/introducing-improved-mobile-workforce-management-tools/)—knowing exactly where your mobile employees are, scheduling for multiple locations throughout the day, and empowering quick decision making with relevant information. Skedulo delivers one system to intelligently manage all the details about your mobile workforce, match workers to jobs, and execute work onsite with customers. More than 140 customers have partnered with Skedulo to make their customers happier, solve complex operational challenges, engage their mobile employees, and help their business grow. To learn more about how Skedulo’s mobile workforce management platform can benefit your customers and business, [book your free demo today](https://www.skedulo.com/book-a-demo/)! ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blog/workforce-management-scheduling-strategies/" type: "blogPost" title: "Workforce Management Scheduling Strategies" author: "Laura Przybek" date: "2023-03-09" description: "Better scheduling strategies, backed by powerful tools, boost employee engagement and retention, operational efficiency, and quality of service." lastmod: "2026-05-12" --- # Workforce Management Scheduling Strategies Published March 9, 2023 · Updated May 12, 2026 · By Laura Przybek · 12 min read It’s no secret that scheduling is a vital component of successful workforce management, but that doesn’t mean businesses have managed to get it right. In fact, many still struggle with ineffective scheduling practices that negatively impact individual employees and the business as a whole. There are several factors that contribute to poor scheduling, like outdated, manual tools, a lack of workforce visibility, and disconnected systems. And while an organization may be able to get by with an inadequate scheduling process in the short-term, it’s nearly impossible to successfully manage and scale your workforce without a strong approach to scheduling. By leveraging better scheduling strategies (backed by powerful tools) businesses can optimize workforce management to boost employee engagement and retention, achieve operational efficiency, enhance their quality of service, and—ultimately— improve their bottom line. ## What is Workforce Management Scheduling? Before we dive into the nitty gritty, it’s important to gain an understanding of scheduling as part of workforce management. Workforce management (WFM) refers to the processes and tools an organization uses to support and empower their employees to complete their work. Scheduling is a vital piece of the workforce management puzzle, especially for the [80% of global organizations](http://desklessworkforce2018.com/) that rely on mobile workers to deliver their products and services in the field. For these companies, [mobile workforce management (MWM)](https://www.skedulo.com/learn/mwm-overview/) is a significant component of their broader WFM strategy, and should be optimized to better support and empower employees, [eliminate inefficiencies](https://www.skedulo.com/blog/5-tips-for-more-efficient-scheduling-that-boosts-your-bottom-line/), and improve communication and collaboration. Without proper scheduling, organizations can’t maximize their workers’ time, ensure proper resource utilization, or meet the rising customer expectations; so it’s essential to leverage the right strategy for success. ## Workforce Management Scheduling Challenges The [workforce is changing](https://www.skedulo.com/learn/deskless-workers/), and so too must the ways in which organizations approach their scheduling processes. But for most businesses, it’s not as simple as receiving an appointment request and sending a worker to do their jobs. There are several common scheduling challenges they face, including: - **Poor labor forecasting -** Without the right data and visibility into their workforce, businesses struggle to [accurately predict](https://www.skedulo.com/blog/the-importance-of-efficient-employee-scheduling-for-predictable-business-outcomes/) future customer demand versus staffing needs. Manual tools and disconnected systems don’t allow them to generate the trustworthy historical data required to understand resource gaps and financial trends—then staff accordingly. Overtime, over-scheduling results in overspending on labor costs (without garnering enough corresponding revenue), and under-scheduling causes delays, frustrations, and premature burnout that negatively impact the employee and customer experience. - **Lack of flexibility - **Delivering services to customers is not a rigid, unchanging process; but unfortunately, the tools that many teams use aren’t flexible enough to handle change. Workers fall ill, customers cancel at the last minute, and employee preferences shift over time. Outdated, manual scheduling tools (e.g. spreadsheets, online calendars, emails, or even whiteboards) aren’t dynamic enough to keep up. So when an unexpected change in the schedule occurs—like an employee calling in sick—it throws a significant wrench in the entire operation. Staff schedulers waste time scrambling to find a qualified replacement or must cancel the appointment altogether, which diminishes worker productivity and [customer satisfaction](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/). - **Poorly integrated software - **Many businesses invest in [a variety of tools](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) with the intention of better supporting their workforce. But if their systems don’t talk to one another, these tools become a hindrance to worker productivity and satisfaction, and make it even more difficult to obtain the data needed for informed business decisions. Plus, if employees are using disconnected software to access and modify their schedules and complete their daily work, they’re likely wasting valuable time digging for the information they need to serve customers. And in the back office, schedulers struggle to create fully-optimized, effective schedules without integrated software that offers real-time transparency into the workforce. Since poor employee experience with inadequate, disparate software can contribute to staff churn, it’s a notable issue with serious (and costly) consequences. - **Manual data entry - **Unfortunately, manual data entry within the scheduling process is still a harsh reality for many teams. Staff schedulers face mental fatigue associated with handling manual scheduling entries and revisions, balancing trade-offs between resources, and attempting to understand availability. The business suffers, too, since manual data entry is error-prone, time consuming, and creates [scheduling bottlenecks](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/) that slow down the entire operation. This ultimately impacts employee satisfaction, performance, and revenue in the form of last-minute stress, fewer clients served, customer churn, and unnecessary idle time. ## Benefits of Effective Workforce Management Scheduling The obstacles surrounding effective workforce management scheduling are hefty; but investing the time and resources to get it right is well worth it. Organizations with a strong scheduling component within their broader WFM strategies reap a variety of [appealing benefits](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/): ### Lower turnover rates Companies with high levels of employee engagement have [18% less turnover](https://www.gallup.com/workplace/321032/employee-engagement-meta-analysis-brief.aspx) than those with low engagement. A key part of keeping remote workers engaged is ensuring that their time and skills are used effectively. Effective workforce management scheduling maximizes employees time and empowers them to put their experience and skills to good use. With t[he right scheduling process and tools](https://www.skedulo.com/blog/how-effective-scheduling-improves-workforce-quality/), mobile workers are properly matched with customers (based on qualifications, skill sets, experience, and more), so they always feel connected to and fulfilled by their work. Plus, they can strike a healthy work-life balance with a flexible scheduling system that takes their preferences and needs into account. The result is a happier, more autonomous workforce that feels well-supported by their employer—and is therefore more likely to remain loyal. ### Less burnout among employees Optimized workforce management scheduling helps organizations provide more advanced notice for real-time scheduling changes, reduces unpredictability, and decreases the chance of unplanned overtime; each of which might otherwise contribute to premature employee burnout. They eliminate the overwhelming, burdensome task of [manual scheduling](https://www.skedulo.com/blog/), which alleviates some of the strain on staff schedulers. Instead of struggling to stay on top of ever-changing scheduling details (like worker availability, customer demand, updates, delays, etc.), schedulers have the visibility they need to quickly and easily build and modify schedules. And with the right tools, everything from travel time, route optimization, location tracking, and more is available in a single, centralized place, so both back-office schedulers and mobile workers have everything they need to [delight customers](https://www.skedulo.com/blog/do-your-mobile-workers-have-tools-to-delight-customers/) without the stress that leads to burnout. ### Higher operational efficiency Scheduling has an enormous impact on operational efficiency, and an effective process can eliminate the obstacles that slow your team down. Automated tools, for instance, remove the bottlenecks caused by time-consuming, manual, repetitive tasks like trying to create a schedule on paper or in Excel. When changes occur, the schedule can be updated and shared in real time, so no one misses a beat. Some solutions offer powerful scheduling and dispatching tools that not only [reduce scheduling costs](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) (with the ability to handle multiple jobs simultaneously while also getting the right person to the right job), but also streamline processes for a more productive workforce. Even better if the tool you choose is mobile-first and integrates with your other existing systems, so your data can become your competitive advantage. Leveraging sophisticated workforce management scheduling tools and processes can help you cut back on the time and money spent on data transfers while also providing real-time visibility for smarter decisions that further improve your operation. ### Consistent quality of service As a customer, reliable, convenient scheduling is a key factor in choosing a service provider. But in order to ensure consistently strong customer service, organizations need processes and tools that provide complete transparency into the employee pool, streamline communications between back-office staff, mobile workers, and even customers, and can easily adapt to last-minute changes. Successful workforce management scheduling can help boost the quality of service by providing the business with a bird’s eye view into individual performance, broader customer demand, and whether or not their team is meeting client expectations. Dynamic, flexible schedules enable them to serve more customers throughout the day, and quickly adapt when inevitable changes occur, so customers aren’t dealing with irritating cancellations or delays. Some workforce management scheduling technologies even offer automated, real-time updates, so customers are sent accurate arrival times or are notified when a service provider is running late. Workers have everything they need at their fingertips to arrive well-prepared to every customer appointment, which instills confidence and boosts satisfaction for employees and clients alike. ### Lower labor costs For businesses with a mobile or blended workforce, labor costs can be much more volatile than for those with a steady, salaried employee base. One of the easiest ways to [reduce labor costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/) is to decrease or eliminate unnecessary overtime—which is typically the result of not having enough data or visibility into capacity and scheduling. By optimizing workforce management scheduling, managers and schedulers have all the information they need to make smarter scheduling decisions, identify trends, and ensure more jobs are completed throughout the day. With strong processes and tools, an organization can accurately account for travel time between jobs, utilize key staff details (e.g. qualifications, location, experience, etc.) to build an effective schedule, and avoid issues in under-utilization or under-staffing. Plus, effective scheduling benefits workers by reducing unpredictability and burnout from unplanned overtime - which boosts satisfaction and reduces the costs associated with recruiting, hiring, and onboarding to address turnover. ## Workforce Management Scheduling Strategies Regardless of company size, industry, or objectives, there are some scheduling [best practices](https://www.skedulo.com/learn/mwm-best-practices/) your organization can implement to [improve your workforce operation](https://www.skedulo.com/learn/mwm-best-practices/). ### Schedule tasks according to skill levels and more To ensure both efficiency and an excellent customer experience, your organization needs to [identify the right person for the job.](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) You might consider some basic factors, like equipment, experience, and proximity to the job to determine the proper fit. But scheduling around those rudimentary details alone likely won’t help you reach your more strategic business goals; such as lower costs, higher customer retention, better employee development, or reduced turnover. Since your business’s priorities can shift over time (or even from one job to the next), you need a scheduling strategy that helps you schedule tasks that align with those objectives. Make sure your scheduling process takes a wide variety of factors into consideration, such as: - Required skills and qualifications - Experience - Language preferences - Gender preferences (especially in healthcare) - Necessary certifications and licenses - Current location versus proximity to the job - Current work in progress - Employee preferences Then, optimize the skills and talent of your workforce by matching the right worker to the job based on all of those elements. If, for instance, you have a customer with a history of highly challenging installations, don’t send a green technician to complete the job. Instead, send a specially trained tech with the proper experience, certifications, language capability, and availability. That way, the client will be met with a well-prepared technician who is [ready to get the job done right](https://www.skedulo.com/blog/field-service-customer-satisfaction/) the first time—and the worker won’t be stuck with a complicated job they’re not qualified to complete on their own. ### Integrate your software If your team stores customer information in a CRM, crafts daily schedules on a spreadsheet, has separate systems for billing and finance, and uses various tools for their HR and personnel needs, it may be time to rethink things. These disconnected systems can turn a simple scheduling request into an overly-complicated, time-consuming process: - The staff scheduler must shuffle through the customer database to find information around the account, client, job specifications, history, and more. - Then, they must examine the schedule, which may or may not be an accurate, up-to-date version, to identify an available worker. - Using that larger pool of potential service providers, the scheduler then digs through the list to find the right person for the job (based on skill set, certifications, location, existing customer relationships, etc.). This generally requires several emails, spreadsheets, phone calls, and calendars. - Next, the staff scheduler will navigate the worker to the job site - The mobile worker must complete the assignment (likely without real-time access to all the necessary job details), and capture any job notes or customer information, then transport those details back to HQ. - Back-office workers will then process the customer information, worker timesheet, and other required forms - Finally, they’ll send that information to the appropriate internal people, who will then re-enter the data into the relevant systems. With integrated software, though, the process becomes much more efficient. The staff scheduler automatically sees who’s available and qualified to take the assignment, and sends them to the job site with the push of a button. They can even alert the client when the mobile worker is on the way, and notify them of any delays. The deskless worker can [collect all field notes](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) in their centralized, mobile app, and sync all of that data back to the office in real time. This enables a better employee and customer experience, and maximizes the number of customers served throughout the day. ### Automate time tracking When businesses rely on their employees to individually track and manage their working hours, details tend to fall through the cracks. If a mobile worker has to manually fill out their timesheet, return it to the office, and wait for HR and finance to process the information, there are several opportunities for things to go awry. The process is even worse if different departments don’t share data with one another. Any corrections or changes made to the data by one department may never be communicated with the other, which causes invoicing and payroll errors and delays. At the same time, the back office doesn’t have the visibility it needs to understand the number of jobs completed in real time, nor how many are pending—which can negatively affect pipeline planning. But by automating time tracking, the business has an unmitigated, real-time view into hours worked, jobs in progress, and availability. Using this detailed information, they can better avoid unnecessary overtime and burnout. Using sophisticated, [automated tools](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/), mobile workers can instantly check in and out of jobs. That data is connected to HR and finance, so invoicing and payroll are accurate and timely. This leads to happier customers and employees, who are met with error-free invoices and paychecks every time. ### Collect and analyze data and reports Data-driven companies earn [20-30% more than their peers](https://www.bcg.com/publications/2017/digital-transformation-transformation-data-driven-transformation.aspx), yet many organizations still lack the interoperability and analysis required for intelligent business decisions. This extends to scheduling, too, where an efficient process is grounded in both historical and real-time data. Consider, for example, periods of lower- or higher-than-average customer demand. How does your team account for such changes without running into issues of under-utilization or under-staffing? And how does your business identify and resolve issues related to inadequate scheduling—like a high percentage of late arrivals, a long time-to-schedule, or high travel time—if you don’t have accurate data that shows what’s really happening? With the right scheduling tool, your company can capture key workforce data (from a variety of integrated sources) that can be analyzed for a deeper understanding of all of your critical business functions. That way, you can make informed decisions that improve the scheduling process and, in turn, enhance service delivery, customer experience, and employee satisfaction. ### Communicate with your team members Effective communication is essential to every business’s success, but is often a challenge for companies with employees who work both in the office and in the field. If they don’t have the proper tools to communicate potential delays, sudden schedule changes, current locations, or the need for an extra helping hand, both job performance and customer satisfaction suffer. Plus, staff schedulers can’t [build effective schedules](https://www.skedulo.com/blog/how-to-create-effective-employee-schedules/) if they’re not aware of issues in the field as they occur. It’s vital to arm your workers with tools that offer real-time, streamlined communication, regardless of where they are. Mobile-friendly tools help teams to avoid miscommunications, oversights, and mistakes that otherwise diminish the customer experience. With the right technology, schedulers can instantly share last-minute updates or cancellations to both customers and deskless workers. And mobile workers can collaborate with one another while in the field to get the job done right the first time. ## Intelligent Scheduling for an Optimized Workforce Operation Truly successful organizations understand the importance of proper scheduling in relation to their workforce operation and strategize accordingly. But without the right processes and tools, your business likely lacks the visibility, flexibility, and efficiency required to keep up. [Skedulo’s mobile workforce management solution](https://www.skedulo.com/learn/mwm-overview/) provides deep analytics and insights, streamlines communications, and offers a mobile-first approach. It’s purposefully built to help companies optimize their scheduling and dispatching process for a stronger, more productive workforce. Learn more about [how to choose the right solution](https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/) for your business, or [book a demo](https://www.skedulo.com/book-a-demo/) today. ## Related posts - [Field Sales Software Buyer’s Guide](https://www.skedulo.com/blog/field-sales-software-buyers-guide/) — November 27, 2023. Choosing the right software for your field sales team is a major decision. It needs to be a platform that sales reps will actually use—and it needs to work well for managers, schedulers, and IT teams, too. Read on to learn more about the buying process for field sales software. Table of contents:… - [5 Competitive Advantages of Field Service Management Technologies](https://www.skedulo.com/blog/field-service-management-technology/) — September 16, 2023. The field service industry is undergoing a structural overhaul. Old trends (like manual data entry and block scheduling) are no longer enough to keep up with customer demands and the news standard of efficiency in the industry. A failure to adapt may cause decline in customer relationships, employe… - [The Best Contractor Management Software in 2023](https://www.skedulo.com/blog/best-contractor-management-software/) — July 24, 2023. What are the best contractor management software solutions? The contractor workforce is growing. Over 30% of Americans currently freelance, and the freelance-worker economy is currently worth $1.3 trillion. Considering the breadth and depth of the skills these workers command, this figure is only e… --- --- url: "https://www.skedulo.com/blog/workforce-management-tool-evaluation-checklist/" type: "blogPost" title: "A Guide to Effective Workforce Management Tools" author: "Aya Fawzy" date: "2018-01-20" description: "There are plenty of workforce management tools on the market. Keep our step-by-step checklist handy as you evaluate tools for your mobile workforce." lastmod: "2020-05-20" --- # A Guide to Effective Workforce Management Tools Published January 20, 2018 · Updated May 20, 2020 · By Aya Fawzy · 1 min read Two-thirds of people in 52 of the world’s leading countries [will own a smartphone](https://www.zenithmedia.com/smartphone-penetration-reach-66-2018/) in 2018, up 8% from 2016. This interconnectivity changes how we communicate, make purchases, find local businesses, and even how we work. As technology becomes an even bigger part of our lives, businesses are turning to new ways to coordinate work. Managing the flow of jobs—especially for a largely mobile workforce—is a huge undertaking, but the right tool can take the guesswork out of mobile workforce management. An effective mobile workforce management system: - **Is mobile-first, and works seamlessly with all your devices.** - **Can match the right worker to the right job.** - **Can notify mobile workers of new jobs and appointments.** - **Offers various notification options.** - **Gives mobile workers access to important information.** - **Has real-time tracking capabilities.** - **Helps mobile workers capture data from the field.** - **Can set precise appointment times based on location and availability.** - **Integrates with other tools for extra functionality** - **Integrates with CRM platforms like Salesforce and ServiceNow.** [Read the full checklist](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) for a more detailed breakdown of what you should look for in your tools—and [download the printable checklist](https://info.skedulo.com/rs/960-CDH-700/images/mobile-workforce-mangement-checklist.pdf) for quick reference as you search! ## Related posts - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… - [How Employee Scheduling Drives Revenue Growth](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — April 8, 2026. For leaders managing hundreds or thousands of mobile workers, employee scheduling is more than an administrative task—it’s a revenue lever. Efficient and effective scheduling drives revenue growth, and poor scheduling cascades into overtime costs, customer churn, and turnover that can cost millions… --- --- url: "https://www.skedulo.com/blog/workforce-utilization-in-field-service/" type: "blogPost" title: "Workforce Utilization in Field Service" author: "Laura Przybek" date: "2023-10-27" description: "Utilization rate is the percentage of time an employee spends on billable work out of all working time. Here’s how to calculate and use it for field service." lastmod: "2023-10-27" --- # Workforce Utilization in Field Service Published October 27, 2023 · By Laura Przybek · 7 min read Utilization rate is the percentage of time an employee spends on billable work out of all their available working time. A utilization rate of 80% means an employee spends 80% of their time on billable activities. The remaining 20% is spent on non-billable activities like traveling, meetings, paperwork, professional development, and other administrative tasks. Tracking and improving workforce utilization is particularly important in field service work, where travel and record-keeping can take away from valuable time spent with customers. Keep reading to learn how to calculate utilization rate for field service operations—and what to do with the data once you have it. ## How to calculate utilization rate To calculate the utilization rate of an individual employee, divide billable hours by the number of available working hours in a given time frame, then multiply by 100 to arrive at a percentage. ## Utilization Rate **(Billable hours ÷ total working hours) x 100 = Utilization rate %** **Examples: (20 billable hours ÷ 40 working hours) x 100 = 50% utilization (30 billable hours ÷ 40 working hours) x 100 = 75% utilization** **(125 billable hours ÷ 192 working hours) x 100 = 65% utilization** When calculating billable vs. non-billable time, don’t forget to factor in paid time off and mandated breaks. You can do so by adjusting the working hours (subtract vacations and breaks from expected working time) or adjusting your expectations for billable time (the “ceiling” for utilization rate will be lower). Utilization rate is a useful productivity formula for one employee or a small team. To analyze a larger field service workforce, capacity utilization rate may be a better fit. Take the utilization rate of all employees and divide by the number of employees to get the average utilization rate for an entire department or workforce. ## Capacity Utilization Rate **Sum of all employee utilization rates ÷ number of employees = Capacity utilization rate** **Examples: (75+62+53+65+70) ÷ 5 = 65% capacity utilization rate (40+45+65+70+66+58+63+61) ÷ 8 = 58.5% capacity utilization rate** **(55+60+63+69+58+65+70+74+80+81) ÷ 10 = 67.5% utilization rate** ## Why workforce utilization matters for field service Workforce utilization rate matters because the success of a field service business depends on maximizing billable time. Higher utilization means employees are completing more services, which [drives more revenue](https://www.skedulo.com/blog/how-employee-scheduling-affects-revenue/) — as long as the quality of service remains high. When a fiber internet technician can complete more jobs in a day, a home healthcare nurse can see more patients in a week, or a mobile trainer can complete more training sessions in a month, those businesses are more productive and profitable. Tracking the utilization rate of individuals and teams can help managers [recognize and resolve operational issues](https://www.skedulo.com/blog/how-to-improve-operational-efficiency/). Several factors can drive down productivity and utilization rate in field service operations if left unaddressed: employees spending too much time on record-keeping, inefficient travel between appointments, too much “[work about work](https://asana.com/resources/why-work-about-work-is-bad),” or too many repeat visits due to lack of equipment or expertise. ## How to use utilization rate Utilization rate is a powerful data point—but only if it can be calculated accurately, tracked, and used. Here are three ways to put utilization rate to good use: ### Consider utilization in the context of other field service KPIs Utilization rate should be one of the KPIs you use to [measure your field service operations](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/), but not the only one. The utilization of your workforce is incredibly important—but so is delivering great service, keeping employees happy, and completing the work safely. When analyzed closely, the utilization rate of a field service operation is usually a reflection of other KPIs. Addressing a poor or declining utilization rate requires knowing which KPIs are truly the issue. For example, consider a mobile worker who is spending every available moment with clients, but traveling long distances between jobs. To improve utilization rate, schedulers and dispatchers will need to [plan jobs and assign technicians carefully](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/) to reduce travel time, increasing the number of jobs each worker can complete. Successful field service management requires monitoring other relevant KPIs to get a clear picture of your operations. Consider KPIs like: | Field Service KPI | How it relates to utilization rate | | --- | --- | | Travel time is the amount of time it takes workers to get to a job site | Excessive and/or inefficient travel will reduce the number of appointments that can be accomplished in a given day | | First time fix (FTF) rate is the percentage of work that is completed on the first try (aka resolution rate, rework rate, or repeat visits | When a job requires multiple visits or technicians to complete, it decreases the time available for other jobs | | Customer satisfaction is the quality of service delivered according to customer feedback, which is collected via surveys, reviews, Net Promoter Score (NPS), etc. | Fitting more appointments into the schedule is only beneficial to the business if customers are still receiving high-quality, safe, and thorough service | | Critical work rate is the average resolution time for jobs deemed as emergencies, which is particularly important in time-sensitive industries | Certain types of field service work must balance utilization rate with the flexibility to take on unexpected emergency jobs at a moment’s notice | | Employee satisfaction is the happiness and job satisfaction reported by employees in surveys, reviews, and other internal feedback mechanisms | A workforce that is overworked, undertrained, or otherwise unhappy will have significant turnover, which decreases productivity and increases overhead costs | | Resolution time is the average time required to resolve a work order | When jobs take a long time to complete (due to travel, repeat visits, or other factors), workers can fit in fewer jobs overall | Different businesses will prioritize field service KPIs differently. In some industries, the primary goal is service quality, so [customer satisfaction](https://www.skedulo.com/blog/healthcare-patient-satisfaction/) is the most important KPI. In others, the primary goal is efficiency, so travel time and first-time fix rate are the most important KPIs. The priority level of each KPI may also change over time. What works at one stage may not work forever, based on the evolution of technology, the target market, and customer behavior. **_Software Pro Tip: Choose field service software that integrates easily with other elements of the field service tech stack to pull in data from payroll, invoicing, HR management, CRM, and other systems_** ### Set a realistic target for workforce utilization rate Once you know how to calculate utilization rate and how you want to use it alongside other field service KPIs, you can set realistic goals for your [field service operations](https://www.skedulo.com/blog/field-service-operations-management-challenges-and-solutions/) going forward. What constitutes a “good” utilization rate will vary among industries and businesses. Business areas with significant compliance and paperwork requirements, like healthcare, will naturally have more non-billable work to do. Other factors, like location, can also make a difference for utilization rate. For example, a company that installs and maintains solar panels in a populous area can cluster several appointments in the same area, while the same type of business in a rural area will need to account for more travel time between jobs. To set a realistic goal, **add up all non-billable activities** with input from managers and staff in the field: - _Travel time: _How much time is spent traveling to and between job locations? - _Internal meetings: _How much time does the employee spend in team meetings, department meetings, or 1:1 meetings with their manager? - _Professional development:_ How much time does the employee spend on training sessions (in-person and virtual), workshops, and other learning and development tasks? - _Record-keeping: _What are the requirements for paperwork and record-keeping for customer appointments, and how much time does that take, on average? This total will be your baseline for goal-setting. However, different roles will have different baselines for billable vs. non-billable work. Managers, for example, need to spend a higher percentage of time on people management, QA, and meetings than most deskless workers. ### Create a plan to reach the target utilization rate It’s important to set reasonable goals, and even sub-goals along the way, that are attainable based on current utilization rate and the nature of the field service business. Once you know the time spent on non-billable activities, you can dig in further. If the amount of non-billable time seems too high, talk to managers and staff members to understand why. It’s likely that paperwork will come up—[nearly 75% of field service technicians](https://servicecouncil.com/wp-content/uploads/2021/04/SC_VoFSE-Report_2021.pdf) report spending too much time on paperwork! You might find that the reason is sales-related, and there is not enough billable work in the pipeline to keep workers busy. It could be a process issue, with inefficiencies and process breakdowns slowing down the work. There could be a management issue, and individual team members are in need of better onboarding, training, or coaching. A few tips to keep in mind as you plan to improve utilization rates: - _Consider the baseline for each role._ If required non-billable tasks for a home healthcare nurse add up to 35% of working hours when working at max efficiency, the maximum (realistic) utilization rate for the role is 65%. Don’t expect to increase utilization beyond 65% without process changes, [new technology](https://www.skedulo.com/blog/field-service-management-technology/), or other actions that reduce non-billable time. - _Set reasonable goals based on current performance._ If a team of field inspectors has a 50% utilization rate, but non-billable tasks only add up to 20% of the inspector role on paper, there is room for 30% greater utilization. But increasing team productivity by 30% overnight is challenging, and setting overly aggressive goals can be demoralizing for staff. Set incremental goals instead, like improving 10% each month until reaching the target utilization rate. - _Balance KPIs appropriately. _More than [80% of mobile workers](https://www.salesforce.com/news/stories/field-service-data-2023/) report they struggle to balance speed and quality when delivering service and support to customers. Don’t prioritize utilization rate at the expense of other important elements of your business. - _Address outlier utilization rates individually. _If most members of a team average 75-85% utilization, but one team member averages 50% utilization, try to understand why. The team member may need training, coaching, or better matching to suitable field service jobs. **_Software Pro Tip: Some field service management tools offer built-in AI features that can help you create (e.g. AI-assisted data analysis) and execute (e.g. intelligent scheduling and dispatching) your plan_** ### Track utilization rate to identify trends To increase utilization rate, field service managers need to be able to identify and address trends based on service data. Use dashboards to display real-time data and generate long-term trend reports to help managers monitor the most important KPIs. Operations leaders can review data for individual employees, teams, and even types of services (e.g. services with longer resolution times) to identify trends that affect utilization rate. With a [clearer view of team operations](https://www.skedulo.com/blog/workforce-analytics-for-hr-how-data-can-make-an-impact/), managers can address the issues they see: clarify expectations, provide coaching, fill technology gaps, and suggest process improvements to utilization. **_Software Pro Tip: Look for field service management software that lets you choose metrics to display in real-time dashboards and recurring reports_** ## Use the right field service software to improve utilization Field service management software can transform the way you see utilization rate and what you can do about it. Skedulo offers intelligent scheduling and field service management features that can improve field service KPIs: optimize travel routes between jobs, automate basic scheduling tasks, select and fine-tune KPIs for management dashboards, and much more. Skedulo gives field service companies the insight to manage large, complex mobile workforces. For example, American Red Cross Training Services [reduced underutilization of instructors by 31%](https://www.skedulo.com/customers/american-red-cross/) by using Skedulo to schedule more than 60,000 courses annually. See how Skedulo can improve workforce utilization rate through [intelligent scheduling and workforce management](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/). ## Related posts - [Solar Sales: How Excellent Field Service Drives Higher-Value Deals](https://www.skedulo.com/blog/solar-sales-field-service/) — April 16, 2026. The solar industry, also known as the photovoltaic (PV) industry, is experiencing unprecedented growth. Countries across Africa, Asia, and the EU are embracing solar energy as the cost of installing renewable systems declines. The EU saw a 19% increase in solar capacity in 2025, driving renewables… - [Lone Workers: How to Improve Safety and Service Delivery](https://www.skedulo.com/blog/lone-worker-safety/) — April 16, 2026. Lone workers are staff who operate without the close supervision of managers or the physical proximity of coworkers. Roles for lone workers exist in nearly every major industry—there are an estimated 53 million working in North America and 8 million in the UK. Their work sites vary: some constantly… - [The Trend Toward Flexible and Customizable SaaS](https://www.skedulo.com/blog/flexible-adaptable-saas/) — April 16, 2026. The software industry is experiencing a fundamental shift toward more adaptive, user-centric solutions. Software development movements such as AI agents, cloud-native computing, and low- and no-code platforms continue to shape how people interact with technology. As we look at current SaaS developm… --- --- url: "https://www.skedulo.com/blood-banks-sf/" type: "page" title: "Skedulo for Health & Human Services" description: "Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your patients the right care at the right time with Skedulo." lastmod: "2023-08-15" --- # Skedulo for Health & Human Services ## Skedulo for Health & Human Services Precision Scheduling for Vital Operations Seamlessly navigate the intricate nuances of blood bank operations, tackle unexpected last-minute changes, and optimize every resource, ensuring every drop counts. Harness the advanced capabilities of Skedulo's AI-driven platform. _CASE STUDY_ ## Transforming the American Red Cross with Skedulo The American Red Cross faced immense scheduling challenges for its vast training operations. With Skedulo, these challenges were met head-on, resulting in a remarkable **30% reduction in scheduling costs** and a **31% increase in resource utilization**. Discover how Skedulo's innovative solution modernized a historic institution, streamlining operations without compromising their commitment to excellence. ## Why Trust Skedulo for your Blood Bank Operations? In the detailed world of blood bank operations, precision isn't just desired—it's essential. Skedulo stands by your side, addressing each intricacy and challenge with finesse and expertise. #### Enhance quality of operations Quickly schedule entire plans with appointment reminders and digital job notes. #### Cost-Efficiency and Performance Enhance your metrics for analysis and reduce costs. Skedulo offers a holistic suite of tools tailored for comprehensive operational enhancement. #### Manage changes fast Seamlessly manage your schedule when a technician, phlebotomist, trainer, or client cannot make an appointment. #### 24/7 Support More than just a platform, Skedulo is your steadfast partner. Benefit from in-depth training modules and round-the-clock support, setting you up for success every step of the way. _SKEDULO OPTIMIZATION ENGINE_ ## Harness the Power of AI and Automation - **Adapt with Agility:** With Skedulo, last-minute scheduling changes don’t throw you off. We ensure resources are optimized, and not a moment or drop is wasted. - **Perfect Matches Every Time:** Our intelligent system ensures the ideal personnel, with the right credentials, are dispatched where and when they’re most needed. - **Real-time Communication:** Overcome communication barriers with instant mobile updates, ensuring seamless coordination between teams and coordinators. ## Take your operations to the next level with Skedulo --- --- url: "https://www.skedulo.com/brand-library/" type: "page" title: "Official Brand Asset Library" lastmod: "2024-01-03" noindex: "true" --- # Official Brand Asset Library _SKEDULO BRAND_ ## Official Brand Asset Library Find Skedulo brand guidelines, logos, photography and templates. Use the linked kits for the available assets and guidance. ### 01. Skedulo Brand Guidelines Read the Skedulo brand guidelines. ### 02. Logo, Colours & Fonts Download Skedulo logos, colours and fonts. ### 03. Iconography Browse the Skedulo icon library. ### 04. Presentation & Document Templates Use the presentation and document templates. ### 05. Photography Browse approved photography. ### 06. Email Signatures Choose an email signature banner. ### 07. LinkedIn Banners Choose a LinkedIn profile banner. ### 08. Product Screens and UI Browse mobile and desktop product screens and UI elements. ### 09. Zoom Backgrounds Choose a background for video meetings. ### 10. Video Browse company and stock videos. ### 11. Patterns Browse Skedulo brand patterns. ## Send us your feedback Send brand-library feedback and suggestions to mfletcher@skedulo.com. --- --- url: "https://www.skedulo.com/built-for-scheduling/" type: "page" title: "Built for Scheduling" description: "Considering a new scheduling platform? Compare Skedulo on total cost, implementation, mobile work and everyday use, and ask about licensing support." lastmod: "2025-12-02" --- # Built for Scheduling ## Built for Scheduling ## Considering a different scheduling platform? Compare Skedulo against the scheduling requirements your current system struggles to meet. Evaluate the planning experience, mobile work and the cost of making changes. Ask about licensing support when you switch* ![G2 Rating](https://assets.skedulo.com/assets/2025/11/Group-5577.svg) up to ## 42% Lower Costs ## 56% Faster Implementation ## Switching? Ask about licensing support.* Discuss the switching offer* If your existing scheduling software contract has less than 12 months remaining, ask about support for overlapping licence costs. Implementation costs are not included.* *Offer valid for contracts with under 12 months remaining on existing scheduling software. Does not include implementation costs, only licensing. ## What should your next platform do better? Use the evaluation to test the parts of scheduling that matter to your team. ### Total cost Assess licence, implementation and ongoing support costs together. Include the work needed to configure and maintain the system. ### Implementation Agree the rollout scope, dependencies and responsibilities. Evaluate the effort alongside the capabilities your team needs. ### Ongoing changes Understand which changes your administrators can make and which need specialist support. Test that against the workflows you expect to evolve. ### Everyday use Put the planning and mobile experiences in front of the people who will use them. Include realistic assignments, updates and exceptions. ### Operational fit Check how the platform handles your workforce structure, scheduling constraints and connected business systems. ### Mobile work Test job information, navigation, forms and progress updates on the devices and connections your field teams use. ## Evaluate Skedulo with the people who will use it ## Scheduling on web and mobile Schedulers can review assignments, availability and location in a visual workspace. Field teams use the mobile app to check their work, access job details and record progress. Evaluate both experiences using your own day-to-day scenarios. “I open the app, I know exactly what to do, no hunting, no guesswork. It just works.” - **Visual planning:** review the information behind each assignment. - **Our Pulse Platform:** extend the data and workflows around scheduling. - **Mobile work:** job information and updates available in the field. ## Configure the operation you need Adapt scheduling rules, forms and operational data on our Pulse Platform. Add fields, connected records and workflows as your requirements develop. Our experts can help you scope configuration, extensions and integration work. “We tailored Skedulo to match exactly how we work, no downtime. It just fit.” - **Configuration:** adjust forms, rules and operational data. - **Extensions:** build the capabilities your requirements call for. - **Expert support:** work through the design and rollout with our team. ##### Moving to Skedulo ## Work through the switch with our team Migration planning. Define the scope, data requirements and rollout approach before committing to a switch. Product support. Get help with questions and operational issues under your support agreement. Scheduling expertise. Work with a team that understands workforce allocation, travel and field operations. ## Discuss your move to Skedulo Request a free migration assessment to understand the scope of moving to Skedulo. We'll discuss your requirements and the work involved. *Offer valid for contracts with under 12 months remaining on existing scheduling software. “Skedulo helped us streamline complex scheduling across multiple regions. The visibility and control we have now are game-changing.” --- --- url: "https://www.skedulo.com/capacity-planning/" type: "page" title: "Capacity planning" --- # Capacity planning ## Capacity planning --- --- url: "https://www.skedulo.com/compare-top-field-service-management-software/" type: "page" title: "Compare Skedulo to the competition" description: "Compare top field service management software. Intelligently manage and schedule your deskless workforce, whether they are fixed-location or mobile workers with Skedulo." lastmod: "2020-10-29" --- # Compare Skedulo to the competition _Compare Top FSM Software_ ## Compare Skedulo to the competition Partner with Skedulo to intelligently manage and schedule your deskless workforce, whether they are fixed-location or mobile workers, while delivering a best-in class experience for employees, schedulers, business owners, and customers. | | | | | | Honest customer reviews on G2® G2, the world’s leading business software review platform, leverages more than 100,000 user reviews to drive better purchasing decisions. Technology buyers, investors, and analysts use the site to compare and select the best software based on peer reviews and synthesized social data. G2’s Grid Reports are based almost entirely on user ratings and not information self-reported by vendors, which is different from other solution evaluations. G2 scores products and vendors based on reviews gathered from verified users, as well as data aggregated from online sources and social networks. | | --- | --- | --- | --- | --- | --- | ## Want to see the product in action? Book a personal demo. --- --- url: "https://www.skedulo.com/contact-us/" type: "page" title: "Contact us" description: "Contact Skedulo for product support, pricing, billing, or general inquiries. (You can even contact our CEO directly! He won't mind.)" lastmod: "2025-08-27" --- # Contact us ## Contact us Get in touch and let us know how we can help ## Our office locations --- --- url: "https://www.skedulo.com/contact-us-careers/" type: "page" title: "Contact Us - Careers" description: "Interested in working with us? Contact us." lastmod: "2021-03-05" --- # Contact Us - Careers ## Contact Us - Careers Interested in working with us? Get in touch using the form below. --- --- url: "https://www.skedulo.com/contact-us-high-capacity-scheduling/" type: "page" title: "Contact us" lastmod: "2021-03-09" --- # Contact us _High Capacity Scheduling_ ## Contact us High Capacity Scheduling Disclaimer: If you are looking to book a vaccine appointment, please note, Skedulo does NOT provide or administer vaccines. To book or reschedule your vaccine appointment, please contact your local health authority or health provider. --- --- url: "https://www.skedulo.com/contact-us-vaccination-scheduling-software/" type: "page" title: "Contact us" lastmod: "2026-03-25" --- # Contact us _High Capacity Scheduling_ ## Contact us COVID-19 Vaccination Scheduling & Administration Software Disclaimer: If you are looking to book a vaccine appointment, please note, Skedulo does NOT provide or administer vaccines. To book or reschedule your vaccine appointment, please contact your local health authority or health provider. --- --- url: "https://www.skedulo.com/request-a-demo/copy-of-request-a-demo/" type: "page" title: "Let's schedule something!" description: "Skedulo is the perfect fit for organizations with large mobile workforces that are looking to: Increase employee engagementCreate happy customersEliminate" lastmod: "2020-05-05" --- # Let's schedule something! ## Let's schedule something! --- --- url: "https://www.skedulo.com/customer-referral/" type: "page" title: "Customer Referral Program" lastmod: "2018-12-07" noindex: "true" --- # Customer Referral Program ## Customer Referral Program --- --- url: "https://www.skedulo.com/customers/achieve3000-case-study/" type: "caseStudy" title: "Achieve3000" date: "2018-10-08" description: "As Achieve3000® grew, their in-house mobile workforce management solution could not tolerate the additional complexities. With Skedulo, they now have a scalable solution that grows with them." lastmod: "2023-10-05" --- # Achieve3000 Achieve3000® believes literacy is the key to unlocking student success. Since 2001, they have partnered with schools and districts to accelerate literacy growth for all students in grades 2-12 with their flagship solution for proven-effective differentiated literacy instruction, Achieve3000 PRO. No… - **Education** — Industry - **250+** — Mobile Workers ## About Achieve3000 Achieve3000® believes literacy is the key to unlocking student success. Since 2001, they have partnered with schools and districts to accelerate literacy growth for all students in grades 2-12 with their flagship solution for proven-effective differentiated literacy instruction, Achieve3000 PRO. Now they support schools more broadly with Smarty Ants for personalized foundational literacy (PreK-grade 2) and Actively Learn (grades 6-12) for deeper learning. Their solutions help all PreK-adult learners reach their full potential and succeed in a rapidly changing global economy with increasing information demands. ## Challenge For ten years, a workforce management system that had been built in house as a temporary solution had been “good enough.” But as the organization grew, challenges that had been bearable with a smaller team became too much to tolerate. The homegrown system required too much manual processes to supplement its shortcomings. > “We wanted something out-of-the-box and were excited that Skedulo had a lot of capabilities we needed, but still had the ability to customize,” > > — Stephanie Rossomando, Salesforce Administrator, Achieve3000 ### Solution As Achieve3000 implemented Salesforce as its customer relationship management (CRM) system, the team chose Skedulo for its robust out-of-the-box capabilities that fit the workflows needed for the Implementation Managers as well as its seamless integration with Salesforce. > “Our biggest win is helping our schedulers match the right mobile trainer to the right event. Putting the most effective person on that job, making it a lot easier to know we have picked the right person based on their skillset and experience-- that is a huge benefit to our business,” > > — Stephanie Rossomando, Salesforce Administrator, Achieve3000 [Download now](https://www.skedulo.com/thank-you/case-study-achieve3000/) ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/adt-solar/" type: "caseStudy" title: "ADT Solar" date: "2022-07-05" description: "Skedulo has enabled ADT Solar a leading provider of solar in the United States, to scale exponentially, with field representatives doubling their average daily appointments." lastmod: "2022-07-13" --- # ADT Solar Skedulo has enabled ADT Solar a leading provider of solar in the United States, to scale exponentially, with field representatives doubling their average daily appointments. ## Overview At a time when interest in renewable energies and solar was increasing rapidly, aging systems and manual processes were preventing ADT Solar from taking full advantage. Now a leading provider of solar in the United States, Skedulo has enabled the company to scale exponentially – with field representatives doubling their average daily appointments and booked appointments growing by more than 1000%, even in the midst of a pandemic. ## About ADT Solar Formerly SUNPRO, [ADT Solar](https://www.goadtsolar.com/) is a leading provider of rooftop solar in the United States. The company was founded in 2008 and designs, installs and maintains solar panels on residential and commercial properties. It has a proven history and reputation for quality service, and was ranked #2 in 2021 by Solar Power World as a _Top Residential Solar Installer in the United States_. ADT Solar prides itself on delivering an excellent customer experience from start to finish – with a highly skilled and friendly team of perfectionists who take the time to educate homeowners, and design custom solar solutions before completing a meticulous install. ## Appointment targets were always out of reach Operating with highly manual processes involving spreadsheets, emails and countless phone calls, the leadership at ADT Solar knew something had to change. At the time, every field representative (rep) had their own scheduler and converting a single lead to an appointment took more than 10 minutes and multiple phone calls. Out in the field, reps were only able to see a maximum of 3 customers per day with a 90-minute gap between jobs. With interest in clean energy booming across the United States, the lack of efficiency and risk of manual errors were preventing ADT Solar from being able to scale and serve a greater number of customers in more regions. > “Our goal was to schedule 800 appointments per week through our call center, and we hadn’t met this in 2 years.” ## A recommendation for Skedulo ADT Solar’s Program Manager, Kristin Carroll, knew that technology could solve the company’s scheduling issues. After Skedulo came highly recommended, she began researching and found that Skedulo’s features and functionality provided exactly what they needed. Although other vendors were considered, it was Skedulo’s reputation and competitive pricing that led Kristin to champion the solution to leadership who ultimately selected Skedulo as ADT Solar’s new scheduling platform. > “We did consider other vendors, but their reputation didn’t match Skedulo. We also appreciated how customizable the platform was so we could develop a solution that fit our needs.” ## Rapid growth, higher retention and a life saved Since implementing Skedulo, ADT Solar has experienced massive growth even in the midst of the COVID pandemic. They recently achieved 9,000 appointments in a single week where before Skedulo they struggled to reach 800. They have also increased their geographic footprint by more than 5 times. Scheduling is now automated and streamlined which has significantly reduced the scheduler’s workloads. They now have a full view of reps’ calendars and drive times to maximize booked appointments and minimize late arrivals which keeps customers happy. Optimization allows schedulers to quickly allocate jobs using a tier-based approach (5-star reps, then 4-star, and so on), and to marry customer needs – such as languages spoken – with appropriate reps. In the field, average appointment visits per rep have doubled from 3 to 6 per day. And now, reps can adjust their own schedules based on immediate needs - allowing one ADT Solar rep to change their schedule live from the field and see 14 customers in a single day, of which they closed 8 sales. Because appointments made in the field are 60% more likely to retain a customer, results such as these make a significant contribution to the company’s bottom line. More efficient scheduling based on location has meant less driving time and allowed reps to regain their work/life balance. By taking on appointments closer to home, supported by Skedulo’s route optimisation feature, they can be there to pick-up children from school or get to personal appointments on time which in turn has boosted morale and retention. Skedulo is even credited for helping to save a rep’s life after they had a potential heart attack but weren’t sure where they were. By contacting ADT Solar’s internal Skedulo support team, staff used the geo-tracking feature to see the location and organize an ambulance immediately. When the rep returned to work, ADT Solar supported them by using Skedulo to only allocate appointments within 45 minutes of a hospital. In another instance, ADT Solar’s call center hadn’t heard from a rep in 3 hours and became concerned. Unable to contact them, Skedulo made it easy to pinpoint their location at a customer’s home, call the customer directly, and speak to the rep to confirm all was safe and well. For leadership, Skedulo has enabled full visibility of field operations as well as: - proof-of-service with digital signatures and drive data which provides legal assurance - greater visibility of operations with data to aid decision making (such as travel information, fuel costs, and locations experiencing high demand to assist with hiring) - ability to determine lead costings and unnecessary costs to save money and boost profits - improved sales reporting (such as how many jobs are pitched and sold to identify high performers) - proof-of-work for reps which ensures accountability and empowers them to take responsibility for their work > “With Skedulo, we can play 5D chess! Our original goal of 800 appointments per week has grown to 1600 per day. We keep upping our goals as they keep being met and exceeded. In May we beat our best numbers at 9000 appointments booked in a single week. Before Skedulo we struggled to get 800! This is a growth of over 1000% even during the struggles of a global pandemic. With the help of Skedulo, we were able to expand from serving 4 states to 25 states with plans for another 5 in the next quarter. But it’s not just our huge business growth – we’ve made people’s lives better using Skedulo. It gives them back their work/life balance and helps us make sure our people are safe in the field.” > > — Kristin Carroll, Program Manager, ADT Solar, ADT Solar ## Schedule smarter today --- --- url: "https://www.skedulo.com/customers/american-red-cross/" type: "caseStudy" title: "American Red Cross" date: "2019-07-30" description: "American Red Cross used Skedulo to unify their data from disparate system to improve efficiencies and reduce the costs of managing their mobile trainers." lastmod: "2023-01-17" --- # American Red Cross For more than 130 years, American Red Cross Training Services has delivered premier health and safety training to individuals and businesses in the United States. The Red Cross offers unparalleled flexibility in delivering training for organizations that meets Occupational Safety and Health Adminis… - **Nonprofit** — Industry - **30%** — Reduced Cost to Schedule - **31%** — Reduced Resource Underutilization For more than 130 years, American Red Cross Training Services has delivered premier health and safety training to individuals and businesses in the United States. The Red Cross offers unparalleled flexibility in delivering training for organizations that meets Occupational Safety and Health Administration (OSHA) Guidelines, including training online, community classes, and onsite with clients. With Skedulo’s solution on Salesforce, American Red Cross underwent a digital transformation to automate a process that had slowly evolved over a century. ### About The American Red Cross The American Red Cross shelters, feeds and provides emotional support to victims of disasters; supplies about 40 percent of the nation's blood; teaches skills that save lives; provides international humanitarian aid; and supports military members and their families. The Red Cross is a nonprofit organization that depends on volunteers and the generosity of the American public to perform its mission. Among its many services, American Red Cross has long prepared individuals and communities for disasters and helped organizations meet health and safety preparedness goals. In the U.S., the Red Cross offers 60,000 courses annually, ranging from nurse assistant to first aid certifications. ### Disconnected Systems Made Scheduling Training Painful American Red Cross Training Services are immense in scale. Every year, 1,250 mobile trainers help deliver 60,000 courses to 530,000 individuals. The operational complexity of their training program was simply more than the tools they had could manage. First, there was a gap in where data was stored for different types of training programs. Some types of customers and contracts were stored in Salesforce CRM, while others were legacy systems or in spreadsheets. So there was no clear source of truth about customers and the organization’s obligations to them. Second, data about the many courses offered was in a learning management system (LMS). That system housed the content, requirements, and logic for the 60,000 courses. Since this information is necessary to make decisions about who is assigned to deliver which courses and when, schedulers at American Red Cross had to take data from that system and manually cross-reference it against multiple spreadsheets where information about their mobile instructors was kept. The last piece of the puzzle was the spreadsheets, emails, and shared calendars where information about instructors and the facilities where some Red Cross open enrollment courses are delivered. “Each region managed its own instructors separately in spreadsheets and email, so there wasn’t any system that could provide visibility at the national level into our mobile workforce and how we were scheduling them,” said Joe Zito, vice president of information technology at American Red Cross. > “We knew we had room for overall process improvement and greater efficiency, but we needed a system that would sit natively in Salesforce and be able to manage all the data points that go into a scheduling decision.” > > — Joe Zito, Vice President of Information Technology at American Red Cross With a mobile workforce of more than 1,250 people, including full-time, part-time, and volunteer instructors, finding a system that could manage all that data, automate scheduling, and incorporate course information and logic from the LMS, all while sitting natively in Salesforce, was a true digital transformation project that would impact every aspect of American Red Cross Training Services operation. ### American Red Cross Lowers Costs, Increases Utilization, and Schedules Faster with Skedulo With Skedulo’s powerful and flexible scheduling engine natively built on Salesforce, American Red Cross found a partner who could meet their complex requirements and scale with their organization. With an integrated tech stack including a learning management system, Skedulo, and Salesforce CRM, American Red Cross has unified data to connect customers, instructors, and training with a clear system of record providing visibility the organization has not previously seen. “We’ve been very pleased with the results. Before, we were manually tracking how many hours were assigned to each of our instructors and only knew after the fact whether we had scheduled them to their full capacity,” said Zito. “Now, Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we’ve improved utilization and reduced costs significantly.” Since implementing Skedulo, American Red Cross has reduced underutilization of its instructors by 31% and reduced the cost of scheduling by 30%. Scheduling is dramatically faster now for the health and safety training division of American Red Cross. With a 43% reduction in time to schedule, the team has discovered new ways to solve old problems, which is no easy feat for a group with a 130 year history. > “Skedulo worked with us to create a customized solution that is truly plug-and-play and scalable. We can drop this process as is into other parts of our organization and it will work.” > > — Joe Zito, Vice President of Information Technology at American Red Cross ## American Red Cross' Dreamforce 2018 Presentation Check out Joe Zito's slides from Dreamforce 2018! [View the embedded content](https://docs.google.com/presentation/d/e/2PACX-1vQ_I0zyxhMjtbGvc0U-7dlAa64VZdvQcsXwWeI-WmWUnpE9Q4VkuclNy3Tw54Z4Zw/embed?start=false&loop=false&delayms=3000) [Download now](https://www.skedulo.com/thank-you/american-red-cross-case-study/) --- --- url: "https://www.skedulo.com/customers/american-red-cross/" type: "caseStudy" title: "American Red Cross" date: "2019-07-31" description: "American Red Cross used Skedulo to unify their data from disparate system to improve efficiencies and reduce the costs of managing their mobile trainers." lastmod: "2019-08-08" --- # American Red Cross For more than 130 years, American Red Cross Training Services has delivered premier health and safety training to individuals and businesses in the United States. The Red Cross offers unparalleled flexibility in delivering training for organizations that meets Occupational Safety and Health Adminis… - **Not-for-profit** — Industry - **30%** — Reduced Cost to Schedule - **31%** — Reduced Resource Underutilization For more than 130 years, American Red Cross Training Services has delivered premier health and safety training to individuals and businesses in the United States. The Red Cross offers unparalleled flexibility in delivering training for organizations that meets Occupational Safety and Health Administration (OSHA) Guidelines, including training online, community classes, and onsite with clients. With Skedulo’s solution on Salesforce, American Red Cross underwent a digital transformation to automate a process that had slowly evolved over a century. ### About The American Red Cross The American Red Cross shelters, feeds and provides emotional support to victims of disasters; supplies about 40 percent of the nation's blood; teaches skills that save lives; provides international humanitarian aid; and supports military members and their families. The Red Cross is a not-for-profit organization that depends on volunteers and the generosity of the American public to perform its mission. Among its many services, American Red Cross has long prepared individuals and communities for disasters and helped organizations meet health and safety preparedness goals. In the U.S., the Red Cross offers 60,000 courses annually, ranging from nurse assistant to first aid certifications. ### Disconnected Systems Made Scheduling Training Painful American Red Cross Training Services are immense in scale. Every year, 1,250 mobile trainers help deliver 60,000 courses to 530,000 individuals. The operational complexity of their training program was simply more than the tools they had could manage. First, there was a gap in where data was stored for different types of training programs. Some types of customers and contracts were stored in Salesforce CRM, while others were legacy systems or in spreadsheets. So there was no clear source of truth about customers and the organization’s obligations to them. Second, data about the many courses offered was in a learning management system (LMS). That system housed the content, requirements, and logic for the 60,000 courses. Since this information is necessary to make decisions about who is assigned to deliver which courses and when, schedulers at American Red Cross had to take data from that system and manually cross-reference it against multiple spreadsheets where information about their mobile instructors was kept. The last piece of the puzzle was the spreadsheets, emails, and shared calendars where information about instructors and the facilities where some Red Cross open enrollment courses are delivered. “Each region managed its own instructors separately in spreadsheets and email, so there wasn’t any system that could provide visibility at the national level into our mobile workforce and how we were scheduling them,” said Joe Zito, vice president of information technology at American Red Cross. > “We knew we had room for overall process improvement and greater efficiency, but we needed a system that would sit natively in Salesforce and be able to manage all the data points that go into a scheduling decision.” > > — Joe Zito, Vice President of Information Technology at American Red Cross With a mobile workforce of more than 1,250 people, including full-time, part-time, and volunteer instructors, finding a system that could manage all that data, automate scheduling, and incorporate course information and logic from the LMS, all while sitting natively in Salesforce, was a true digital transformation project that would impact every aspect of American Red Cross Training Services operation. ### American Red Cross Lowers Costs, Increases Utilization, and Schedules Faster with Skedulo With Skedulo’s powerful and flexible scheduling engine natively built on Salesforce, American Red Cross found a partner who could meet their complex requirements and scale with their organization. With an integrated tech stack including a learning management system, Skedulo, and Salesforce CRM, American Red Cross has unified data to connect customers, instructors, and training with a clear system of record providing visibility the organization has not previously seen. “We’ve been very pleased with the results. Before, we were manually tracking how many hours were assigned to each of our instructors and only knew after the fact whether we had scheduled them to their full capacity,” said Zito. “Now, Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we’ve improved utilization and reduced costs significantly.” Since implementing Skedulo, American Red Cross has reduced underutilization of its instructors by 31% and reduced the cost of scheduling by 30%. Scheduling is dramatically faster now for the health and safety training division of American Red Cross. With a 43% reduction in time to schedule, the team has discovered new ways to solve old problems, which is no easy feat for a group with a 130 year history. > “Skedulo worked with us to create a customized solution that is truly plug-and-play and scalable. We can drop this process as is into other parts of our organization and it will work.” > > — Joe Zito, Vice President of Information Technology at American Red Cross ## American Red Cross' Dreamforce 2018 Presentation Check out Joe Zito's slides from Dreamforce 2018! [View the embedded content](https://docs.google.com/presentation/d/e/2PACX-1vQ_I0zyxhMjtbGvc0U-7dlAa64VZdvQcsXwWeI-WmWUnpE9Q4VkuclNy3Tw54Z4Zw/embed?start=false&loop=false&delayms=3000) [Download now](https://www.skedulo.com/thank-you/american-red-cross-case-study/) --- --- url: "https://www.skedulo.com/customers/area-wide-protective/" type: "caseStudy" title: "Area Wide Protective" date: "2018-02-16" description: "Skedulo's intelligent scheduling and mobile management platform transformed Area Wide Protection, and it can transform your business too!" lastmod: "2023-10-05" --- # Area Wide Protective Learn how AWP used Skedulo and Salesforce to clear the scheduling traffic jam even during hyper growth. - **Commercial Security** — Industry - **5,000+** — Number of mobile employees ## How AWP Improved Scheduling Efficiency Nearly 90% by Giving a Green Light to Skedulo - **+57%** — Faster Job Confirmation - **+64%** — Faster Invoicing - **-41%** — Reduction in Invoice Corrections - **+86%** — Scheduling & Dispatching Efficiency Area Wide Protective (AWP) used Skedulo and Salesforce to help with scheduling and dispatching, even during explosive growth. Learn how this traffic control and public safety provider was able to leave behind the burden of paper-based scheduling. ## Summary Traffic control and public safety provider AWP grew faster than its paper-based scheduling and dispatch system could handle. With five acquisitions over two years, AWP needed a scalable, flexible solution to solve the scheduling and dispatching challenges at the heart of its business. Duplicative and error-ridden paperwork coupled with inconsistent and slow processes was causing pain for everyone involved. Learn how AWP used Skedulo and Salesforce to clear the scheduling traffic jam even during hyper growth. ## About AWP [Area Wide Protective](https://www.awptrafficsafety.com/) provides comprehensive traffic control and related services for infrastructure projects, construction and utility work. They manage, schedule, and dispatch roughly 5,000 mobile workers from more than 60 offices across 19 states with headquarters in Ohio. AWP has a deep commitment to safety that runs throughout their business. Their traffic control employees, consistently referred to as “protectors,” undergo a challenging screening process to meet the safety needs of their clients and the public. ## AWP Transforms their Business with Skedulo + Salesforce AWP implemented Skedulo into their Salesforce instance to solve the complex scheduling problem at the core of their business, and the results have been dramatic for the scheduling team, the mobile workforce, the back office, and AWP’s customers. ## Challenges from Manual Processes and Fast Growth In recent years, AWP has expanded enormously, due to both phenomenal organic growth and multiple acquisitions. As they expanded, the pain of manual and inconsistent scheduling processes compounded. Roadblocks like duplicative work, slow processes, too much paper, and delayed communications ground operations to a crawl. Paperwork, spreadsheets, phone calls, and other manual processes were taking a serious toll. It would often take more than 6 hours to get confirmation of a job acceptance. After a job was completed, timesheets and customer signatures would have to be manually returned to the office, then scanned and emailed to the corporate office for further processing. In some cases, paperwork was being mailed from office to office at no small cost. Finance and HR depended on this data for invoicing and payroll, but the departments did not share data with each other. As a result, any corrections or changes made to the data by one department was never communicated to the other. It could take as many as 14 days to get an invoice out after a job was completed, and invoicing errors were causing pain for customers, as well. “For my team, with the pen and paper process, it was pretty unwieldy,” said Mandy Parker, Director of the AWP Support Center. “Very, very hard to keep track of historical data.” At the same time, the corporate office lacked visibility into how many jobs were being fulfilled in real time and how many were pending, so pipeline planning was rudimentary at best. “With the pen and paper process, getting access to that data was a really long process where multiple people were involved, entering information into some system and then running reports,” said Ashish Patel, director of strategic initiatives at AWP. > “We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses off all those jobs throughout the day, in real-time. So at any given point in the day, we know how many jobs we have scheduled, how many employees are working, what their status is, how many are completed, and we have access to all those hours and customer data at our fingertips.” > > — Ashish Patel, Director of Strategic Initiatives, AWP ## A Solution to Solve for Now and Scale for the Future Slowing down operations was not an option, so AWP had to implement a new platform with minimal downtime. After searching for a solution that focused on scheduling and dispatching, AWP expanded its search to a mobile workforce solution that would connect to its Salesforce CRM and do more than see available workers and time slots. “With every office we were adding, with every service we were adding to our portfolio, it was critical for us to be able to automate scheduling both for those services and for those offices,” said Patel. “So we really needed a solution that was flexible to implement and also to scale.” AWP’s team needed a solution to fit specific requirements as well as a provider who could be a partner as they incorporated the software into their technology stack and broader business. AWP was particularly looking for: - A user-friendly dashboard to show how many workers are out on active jobs, how many are en route, how many jobs have been completed, and how many jobs are pending - A flexible product that could accommodate variability in their pricing and expanding services - Expertise to ensure a successful implementation - Simplicity for usability and adoption, in particular for protectors in the field - A solution to complement their existing technology, anchored around Salesforce Of the solution search, Patel recalled, “One of the things that I was looking into was the flexibility of a platform and the ease of transition in migrating from our legacy systems to the new system—plus how easy it would be for our field employees to capture all their hours and information regarding their jobs.” To keep the customer traffic flowing smoothly, AWP chose Skedulo’s native solution to integrate with their Salesforce CRM. While reducing time spent scheduling, Skedulo also simplified the lives of “protectors” in the field, automatically collecting and displaying work order data they needed to set up a safe work zone. > “We’re able to make sound business decisions that better all parties involved—that better our protectors, better our customers, better our company and our shareholders.” > > — Jarrod Wachter, Vice President Field Operations, AWP ## AWP’s Results with Skedulo With Skedulo, AWP’s scheduling, dispatch and mobile work processes are down to such an exact science that the scheduling team is measured on “dispatch time,” or delivering the schedule to the mobile teams at the same, predictable time everyday. The contact center has job acceptance times cut in half, and scheduling tasks that used to take a team could now be done single-handedly. Moreover, invoicing time was reduced from two weeks down to less than 5 days with a dramatic improvement in invoicing accuracy. The benefits of mobile workforce management have been felt well beyond the scheduling center. ### 1. Simplicity for Schedulers and Protectors in the Field AWP’s scheduling process is faster, simpler and offers visibility to the entire business they have never had before. Where it used to take 7 people to handle all the tasks involved in scheduling and dispatching the “protector” teams, now a single staff member handles it alone. “We use Skedulo to enter work orders, gather all the work orders in one system, create jobs, dispatch those jobs, check statuses of all those jobs throughout the day, in real-time. So at any given point in the day, we know how many jobs we have scheduled, how many employees are working, what their status is, how many are completed, and we have access to all those hours and customer data at our fingertips,” said Patel. The protectors in the field “love” Skedulo and how much easier it makes managing their work. “For our folks in the field, instead of being nose down in a ticket, they are hitting a button to say, ‘I’m here, I’ve started work or I’ve ended work,’ which is extremely exciting for them,” said Parker. “We’ve seen improvement in retention, in engagement and safety [job] performance.” > “A huge win for the billing team, and our finance team is happy as well.” > > — Ashish Patel, Director of Strategic Initiatives, AWP ### 2. Clarity for Management and the Back Office One of the most potent benefits AWP has enjoyed are the extended effects of collecting accurate data in real-time from the field. Invoicing used to take 10 to 14 days after job completion, a process that now requires less than 5 days. And AWP’s invoice correction rate, a critical KPI, is down to an enviable 0.5% after a 41% reduction from using Skedulo. Both the back office and management teams have the data they need to make sound decisions and execute their work more efficiently. > “We’re able to make sound business decisions that better all parties involved— our protectors, our customers, our company and our shareholders.” > > — Jarrod Wachter, Vice President Field Operations, AWP “Our back office team is ecstatic. They love Salesforce and Skedulo. It gives them data that is accurate and it gives them that data quicker than the previous process. Their customers love the billing team. Our payroll team is also happy because they don’t have to make corrections to the hours on a timesheet. And our field employees are happy that they aren’t getting inaccurate paychecks,” said Patel. Jarrod Wachter, Vice President Field Operations at AWP, described the impact Skedulo has had on AWP’s business: “From an operating standpoint—in terms of logistics, in terms of safety, both of which are very important to us—we’re able to capture data that helps us manage the business… We’re able to measure all those items and make some sound business decisions that better all parties involved—that better our protectors, better our customers, better our company and our shareholders.” ### 3. Happier Customers Perhaps most significantly, AWP’s customers are feeling the benefits of Skedulo. “It extends to our customer base a level of transparency that they enjoy. We’re able to measure capacity in real-time,” said Wachter, “We’re able to make sound logistical pairings, so our efficiency has improved, and of course translates into better service to them and more competitive pricing structures. Our customers enjoy the reporting, they enjoy that data, the enjoy the efficiency that comes with a sound logistics hub.” ## Conclusion With Skedulo in place, AWP is positioned to continue their exceptional success. With their resourceful and creative leadership, AWP continues to explore innovative ways to use Skedulo to solve more challenges in its business. Up next, AWP intents to use new team structures for its protectors to further improve their daily work experience. If past in any precedent, AWP can expect even happier workers and customers as a result. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/bb-imaging/" type: "caseStudy" title: "BB Imaging" date: "2025-01-27" description: "Learn how Skedulo helped BB Imaging assign the right sonographer to the right clinic at the right time, streamlining operations and enabling them to fulfill their mission: making high-quality ultrasound services accessible to everyone." lastmod: "2025-01-27" --- # BB Imaging How BB Imaging scales operations with Skedulo. ## Reducing Costs and Increasing Accessibility: BB Imaging’s Success with Skedulo ## Introduction BB Imaging’s mission is to improve health outcomes by making high-quality ultrasound services accessible to anyone, regardless of zip code. BB’s business was growing fast, but the technology they used for the scheduling and coordination of sonographers in the field couldn’t keep up with demand. ##### TL;DR By using Skedulo, BB Imaging significantly reduced the time needed to schedule and coordinate resources and minimized drive times for their team. > “Skedulo is part of the DNA of our company. It’s probably the most used technology we have in our entire business.” > > — Sanjay Patel, CEO, BB Imaging ## The Challenge BB Imaging’s CEO, Sanjay Patel, realized their existing tools were holding them back from meeting greater demand and achieving their mission. The problem? A fragmented system of spreadsheets and manual processes. Critical information like sonographer certifications, vaccination records, and clinic-specific requirements were scattered across multiple platforms—or worse, stored in employees’ heads. This made it nearly impossible to efficiently match the right sonographer with the right clinic, resulting in wasted time and missed opportunities for growth. ## The Solution Sanjay and the team turned to Skedulo. Its configurable platform allowed BB Imaging to centralize and streamline the management of their complex scheduling needs. ##### Key Features and Benefits: - Centralized Operations: All critical data for coordinating, managing, and scheduling sonographers is now in one, unified place. - Skedulo Plus Mobile App: Keeps operations connected with sonographers in the field and provides them instant access to essential data while onsite. - Tag Matching: Ensures the right sonographers with the appropriate credentials are matched to clinic-specific requirements. - Optimized Scheduling: Intelligent scheduling assigns the right sonographer to the right job with the push of a button. - Scalability: Skedulo’s platform approach ensures that as BB Imaging grows, their scheduling and coordination needs continue to be met. > “As needs change–and our needs will change as we grow and scale–we now have a platform that will adjust with us.” > > — Sanjay Patel, CEO, BB Imaging ## The Results By leveraging Skedulo, BB Imaging transformed their operations, ensuring the right sonographer is assigned to the right job with greater efficiency. This has significantly reduced drive times and scheduling overhead, lowering operational costs and enabling the company to take on more demand. These improvements directly support BB Imaging’s mission: making high-quality ultrasound services accessible to everyone, regardless of zip code. Beyond operational efficiency, these changes have also improved the quality of life for BB Imaging’s sonographers. By spending less time on the road, they’ve gained more time to spend with their families. > “Our teams drive approximately 50,000 miles per month. Reducing that drive time by even a small percentage gives our team more time back with their families, gives our patients and clients more accessible care and reduces overall costs for BB Imaging.” > > — Ali Edwards, VP of Project Management, BB Imaging ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/" type: "caseStudy" title: "ECL Group" date: "2018-02-20" description: "By adding Skedulo’s native solution to their Salesforce CRM, ECL Group was able to unify their mobile workforce management processes on a single system." lastmod: "2023-10-05" --- # ECL Group ECL Group is a leading critical services company specializing in fuel systems, LPG systems and technology solutions. ECL Group is strongly committed to building sustainable relationships with its clients and takes pride in consistently delivering exceptional outcomes. This is accomplished with Sked… - **Facilities Services** — Industry - **23,000+** — Appointments scheduled a year - **650+** — Number of employees ECL Group is a leading critical services company specializing in fuel systems, LPG systems and technology solutions. ECL Group is strongly committed to building sustainable relationships with its clients and takes pride in consistently delivering exceptional outcomes. This is accomplished with Skedulo through the visibility ECL Group provide to their customers from project scope through to delivery. ### Challenge ECL Group faced the all-too-common problem of having disparate, disconnected software systems across their organisation. Some of these systems had field service capabilities while others had only scheduling ability. Of ECL Group’s six different business units, some were using home grown systems while others had purchased solutions from external providers. ### Solution By adding Skedulo’s native solution to their Salesforce CRM, ECL Group was able to unify their mobile workforce management processes on a single system. ECL Group are rolling out Skedulo to its contracted employees, providing further visibility throughout its business and to its customers. > “We currently complete around 23,000 individual inspection per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors” > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services ### Results ECL Group schedulers are finding Skedulo to be intuitive and simple to use when managing their mobile workers. Their performance as a business team is getting attention. ECL Group have been asked by several subcontractors what the schedulers are using for their mobile workforce management and how it works. [Download now](https://www.skedulo.com/thank-you/ecl-group-case-study/) ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/" type: "caseStudy" title: "Tyrrells Property Inspections" date: "2020-08-21" description: "See how Skedulo helps Tyrrells' Building Consultants provide daily property inspection services to home owners and developers, and alleviates administrative staff from working overtime to dispatch jobs." lastmod: "2023-10-05" --- # Tyrrells Property Inspections Skedulo helps Tyrrells' Building Consultants provide daily property inspection services to home owners and developers, and alleviates administrative staff from working overtime to dispatch jobs. - **Property Valuations & Inspections** — Industry - **-90%** — Reduced manual scheduling processes - **-50%** — Reduced time to dispatch ### With more than 20 Building Consultants providing daily property inspection services to home owners and developers, Tyrrells administrative staff were working overtime to dispatch jobs. ### Lack of real time communication also made it difficult to equip consultants with up-to-date information when clients requested changes or provided extra information after an initial booking. ### Knowing there had to be a better way, Tyrrells asked their Salesforce Partner for advice—and they recommended Skedulo. ## About Tyrrells Tyrrells Property Inspections (Tyrrells) is a respected leader in the building inspections industry. Founded in 1983, the company provides a full range of building inspection services including quality assurance and pre-purchase inspections as well as engineering, asbestos, fire safety, home owner warranty, strata and dilapidation reports. Tyrrells have an award-winning architectural team who develop residential and commercial designs and manage the DA approval process for their clients. With a highly experienced team, Tyrrells also offer expert witness and mediation services to resolve building disputes. ## Challenge: A lack of real time communication made it difficult to equip field staff with the right information Tyrrells is home to a large team of licensed builders, structural engineers and architects who provide services to a diverse range of clients—from home owners to prominent developers. With almost all work conducted in the field, the majority of Tyrrells staff operate 100% remotely. They complete all paperwork from home, and go directly to site after receiving instructions from the office. For over 30 years, Tyrrells administration staff had followed an entirely manual process to dispatch new jobs. This included a custom-built database, Word-based report templates, and lots (and lots) of emails. Although it had served the company well, the volume of emails and disparity of information was creating internal inefficiencies—particularly in peak periods. Critically, Tyrrells admin staff found it very difficult to give consultants real time updates about jobs that had already been dispatched. For example, if a client requested a change or gave more information about a job after the initial booking was made, the consultant had to be notified by email every time. Without a centralised location to quickly access all the latest job information, consultants could easily miss key details. Hannah Barry, Tyrrell’s Office Manager, says this was a painful process for the admin team and Building Consultants. “Even simple things, such as triple checking that the subject field had the right job reference number, were painful and time consuming for admin staff. And Building Consultants couldn’t be certain that they had the latest information when they arrived on site.” ## Results: Skedulo helps Tyrrells boost productivity, reduce stress, and improve service delivery Keen to improve efficiency and step into the future of workplace automation, Tyrrells engaged Salesforce Partner Tquila ANZ to roll out Salesforce. When they explained the extra functionality they were seeking, Tquila recommended Skedulo. “Our main criteria was that our admin staff could communicate with Building Consultants in real time,” says Hannah. “Tquila explained Skedulo would meet our needs out of the box, but could also be customised. This was really important to us because we had specific ideas about what we wanted our system to be able to do.” Tyrrells deployed Skedulo into their Salesforce environment and retired 90% of their manual scheduling processes. Hannah says the roll out was easy because Skedulo is so user friendly. > “It was a very smooth and easy transition. With Skedulo, you hit dispatch on the job and that’s it!” > > — Hannah Barry, Office Manager at Tyrrells Property Inspections Tyrrells admin staff now add all new jobs into Salesforce, which are automatically drawn into Skedulo. They can attach documents, upload images, and add any job notes as they come in. “Rather than pressing 42 different buttons to dispatch a job, Skedulo now does the hard work for us and removes any concerns about human error. When Building Consultants arrive on site, they’re able to open Skedulo and check the job details are still the same as when it was first dispatched.” > “Skedulo lets us equip our Building Consultants with real time data while they are in the field. It has automated our very manual processes, and made us much more productive and efficient.” > > — Hannah Barry, Office Manager at Tyrrells Property Inspections Hannah says Skedulo has reduced duplication of information, because everything is now in one place instead of being scattered across siloed systems and emails. “It’s created a fast and simple workflow, with a one-click dispatch that sends the package of information straight to the Building Consultants. Particularly in the afternoons when we dispatch most of the jobs, staff are much less stressed now!” Tyrrells also uses Skedulo’s staff identification features— such as tagging and inclusions/exclusions—to quickly identify which staff are most appropriate for certain jobs. “We have 20 Building Consultants and frequently get repeat work from customers. Based on the information we input into Skedulo, it will recommend a consultant for us. This is so valuable for our Booking Coordinators because they have a million things to remember. It’s now far easier to book the right person for the right job—which helps us deliver a great experience for our customers.” > “We have loved working with our Skedulo Customer Success Manager. It’s fantastic to be able to ask a question and get a fast and straight-forward answer.” > > — Hannah Barry, Office Manager at Tyrrells Property Inspections Moving forward, Hannah is now working with her Skedulo Customer Success Manager to help eliminate other manual processes. “We still use the scheduling spreadsheet because we have never found a better way to keep a running list of all projects. We even spoke with a company in the past and it didn’t work out, so we’d written it off as impossible. “Skedulo is exploring how to incorporate this for us so every aspect of our scheduling is centralised. We’re very excited about that.” ## See frontline operations in action --- --- url: "https://www.skedulo.com/customers/common-case-study/" type: "caseStudy" title: "Common" date: "2018-08-07" description: "As demand for this innovative company's properties increases, Common's sales team was hindered by inconsistent, manual process for scheduling tours. Learn how Common used Skedulo's Mobile Workforce Management platform to reduce time spent scheduling by 94%." lastmod: "2023-10-05" --- # Common With its unique co-living offering in dense city centers like New York City, San Francisco, Chicago, and Washington, DC, Common is a company on the move. As described in the real estate publication Curbed, the co-living communities offered by Common solve an acute problem facing young professionals… - **Accommodation** — Industry - **+37%** — Tours scheduled - **-94%** — Time to schedule ## About Common With its unique co-living offering in dense city centers like New York City, San Francisco, Chicago, and Washington, DC, Common is a company on the move. As described in the real estate publication Curbed, the co-living communities offered by Common solve an acute problem facing young professionals in cities: “Young adults, increasingly mobile and drawn into urban areas, find affordability and forming a community big challenges when moving into a new city. Offering shared expenses and a sense of belonging, coliving aims to fill that gap.” ## Challenge When Eric Rodriguez joined Common as director of sales, he saw that the manual process for organizing property tours for prospective clients was riddled with pain points that were all too familiar. “When a sales rep was on the phone with a lead, he’d have to open up a Google Calendar to see which tour slots were available. That would only work when everyone had updated the calendar correctly,” Rodriguez recounts. Even with a seemingly simple calendar tool, double bookings and miscommunications were frequent. > “When a sales rep was on the phone with a lead, he’d have to open up a Google Calendar to see which tour slots were available. That would only work when everyone had updated the calendar correctly.” > > — Eric Rodriguez, Director of Sales, Common ## A Proven Solution for Common Problems With Skedulo integrated into its Salesforce instance, Common has consolidated all its critical sales information onto a single system of record. The result has been a host of operational improvements: dramatically faster scheduling, reduced risk through automatic permission-to-enter notifications, an end to double bookings, enhanced communication with leads, and more reliable data shared across the organization. Common opened three new properties in the first quarter of 2018 alone, attesting to the growing number of renters drawn to the convenience and community of co-living. With strong demand in its current locations and additional markets ready to be conquered, the company’s leadership is strongly focused on scalable growth and solutions that will allow for repeatable processes no matter which city or neighborhood becomes the next target. > “Using Skedulo has made our data more trustworthy. Before, everything was done manually and people could enter things incorrectly or forget to do things. So there’s been a lot of improvements from that perspective.” > > — Eric Rodriguez, Director of Sales, Common [Download Case Study](https://www.skedulo.com/thank-you/case-study-common/) ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/connexin/" type: "caseStudy" title: "Connexin" date: "2023-03-01" description: "Connexin, a telecommunications company, is taking the UK's 'Smart Cities' to the next level. In order to scale sustainably as their workforce is growing rapidly: Connexin brought on Skedulo. With Skedulo, Connexin is streamlining processes via automation, increasing connectedness between their office & field teams, and elevating their customer experience. Learn how you can do the same." lastmod: "2023-03-02" --- # Connexin How Connexin scales operations with Skedulo. ## Connexin, a telecommunications company, is taking the UK's 'Smart Cities' to the next level. ##### In order to scale sustainably with a rapidly growing workforce: Connexin brought on Skedulo. ##### With Skedulo, Connexin is streamlining processes via automation, increasing connectedness between their office & field teams, and elevating their customer experience. > "We couldn't scale with our incumbent systems, which is when we approached many different companies and found that Skedulo was the one for us." > > — Emily Halsey, Engineering Operations Manager, Connexin ## Who are you & Connexin? My name is Emily Halsey and I'm the engineering operations manager here at [Connexin](https://www.connexin.co.uk/). We connect people, places and things—and we're on a mission to become one of the biggest alt nets in the north of the UK. My role at Connexin is to look after the engineering teams and the operations of that team, ensuring that the ambitious targets that we've set ourselves as a company are met and achieved. ## What made you look for Skedulo? In 2020, we secured an £80 million pound investment from our investors at PortSea. To build a 10 gigabit capable network in Hull, we knew we needed to invest and build systems that could grow alongside us as a company: Skedulo was scalable, and agile, which is exactly what we were looking for. So when we received our investment, it was well documented that we needed to scale up the company and team in order to deliver what we promised we would deliver. We couldn't scale with our incumbent systems, which is when we approached many different companies and found that Skedulo was the one for us. > "Making the move to Skedulo meant we could bridge that gap between the office and the field teams." > > — Emily Halsey, Engineering Operations Manager, Connexin ## What problems were you trying to solve? Before using Skedulo, we were on a mission to build the bridge between the office and the field teams, and ensure that operationally we were being as efficient as possible. Managing manual scheduling processes for our engineers meant that we couldn't offer the best customer experience. That's something that we are very precious about as a company. Making the move to Skedulo meant we could bridge that gap between the office and the field teams. Before working with Skedulo, we used manual and Field Service Salesforce scheduling procedures, which did not fit with our growth as a company—we moved from a very stressful and unreliable manual system. Being able to have our own bespoke software that is made for our company's needs has been a massive help for us operationally. Our systems in place for our engineering function weren't suitable for the scale and the growth that we were experiencing. The system we used couldn't perform handover notes as we can on Skedulo, and we couldn’t leave any pictures with the jobs. Previously, when that job was complete, we had to wait for the engineer to come back to the office and inform us of what had actually happened on that site—whereas we can see it in real-time on Skedulo and act accordingly. Personally, I have worked on both systems and was a huge part of the transition. The old system was impractical, we couldn't go home at night and be comfortable and confident with our jobs for the next day. It was a constant checking process: making sure everything was as it should be, and whether jobs were dispatched properly. Whereas with Skedulo, it’s automated—we can rest easy knowing that. > "Skedulo has enabled our software teams to be able to build upon that software using API integration." > > — Emily Halsey, Engineering Operations Manager, Connexin ## How was it working with the Skedulo team? Skedulo was very easy to work with—they took all of our requirements onboard before granting us the proposal, and we had regular weekly call updates with the software team and the project managers. Skedulo gave us a sandbox version, so we could test it before we agreed on go-live. They gave us fake profiles for the engineers to log into, it was very much a partnership rather than just applying the software. Skedulo stuck out among the other competitors that we were looking into because it was that partnership rather than just a supplier. ## Bridge the gap between your office and field teams ## What Skedulo service do you use? Skedulo has enabled our software teams to be able to build upon that software using API integration. This means that our customers can book their own jobs and have that customer experience that we are looking for. The Skedulo mobile application enables the office and the field teams to be connected on a day-to-day basis at key points throughout the day. > "We can now offer a greater customer experience, as well as a greater work experience for our scheduling teams and our engineering teams." > > — Emily Halsey, Engineering Operations Manager, Connexin ## What impact has Skedulo had on your business? My favourite feature of the Skedulo app is being able to see the different progress stages of each engineering job, whether that be on-site, in progress, sign-off, or complete. It just really helps us plan as a department for the rest of the day if they're ahead of themselves or the rest of the week. We can now offer a greater customer experience, as well as a greater work experience for our scheduling teams and our engineering teams. As a company, Skedulo has benefited our customers because our software team can integrate via API so that the customers can book their own jobs around their availability. They don't have to call, they don't have to email—they can do it online in one function. Skedulo is something that we have really easily automated into our own bespoke CRM, which again is a massive factor in the customer experience. > "Without Skedulo, we would not be able to maintain the high levels of customer care that we are enforcing, and we would not meet the targets that we have set ourselves and with our investors." > > — Emily Halsey, Engineering Operations Manager, Connexin ## What would you do without Skedulo? Without Skedulo, we would not be able to maintain the high levels of customer care that we are enforcing, and we would not meet the targets that we have set ourselves as a business and with our investors. With the scale of the team now, we would not be able to complete half of the jobs that we do when we promised to the investors that we are going to complete. We would spend hours collating all of the different information that we need from the engineers when they're finished on their sites. We would still be using outdated software—it would not be manageable with the scale of the team now. ## What's next with Skedulo? So we're currently in the middle of our next integration with Skedulo for a mobile forms piece which will enable all of our engineering forms, and paperwork sign-offs from customers to be stored and available on a mobile app. The forms project will enable our engineers to do all of their handovers, risk assessments, and anything that was done in an external software within the Skedulo app—so it's kind of a one-stop-shop for us. In the last year, we've doubled our workforce, and we are on the road to do that again for this year. We couldn't have done that without Skedulo as a utilisation tool for us, and having that in the pipeline has been amazing. We are massively looking forward to our future and our growth. And we're really excited to have that partnership with Skedulo and see what else they can help us with. ## Skedulo for Field Service Digitally transform your field service business with Skedulo—optimize schedules, improve productivity, and cut costs. --- --- url: "https://www.skedulo.com/customers/cosgrove-care-delivers-personalized-support-with-skedulo/" type: "caseStudy" title: "Cosgrove Care" date: "2019-08-29" description: "Learn how Cosgrove Care replace its manual processes with a mobile workforce management solution to grow the number of communities they could support." lastmod: "2023-03-08" --- # Cosgrove Care For people with complex needs, Cosgrove Care helps them to have the same opportunities as everyone else in their communities. With their diverse breadth of services, Cosgrove was unable to grow the communities they served due to cumbersome, manual processes. Skedulo’s mobile workforce management so… - **Nonprofit** — Industry - **200** — Mobile caregivers - **Scotland, United Kingdom** — Location ## Cosgrove Care Delivers Personalized Support to More Communities with Skedulo For people with complex needs, Cosgrove Care helps them to have the same opportunities as everyone else in their communities. With their diverse breadth of services, Cosgrove was unable to grow the communities they served due to cumbersome, manual processes. Skedulo’s mobile workforce management solution enabled Cosgrove to save time in setting up appointments and provide relevant information to caregivers while on the go, leading to increased operational efficiency and the ability to better serve their communities. ## About Cosgrove Based in Glasgow, Scotland, Cosgrove Care helps people with additional needs to live more independently in their communities and maintain good health and wellbeing. They provide support with education and employment opportunities to adults, as well as administer home care services and assist with participation in local community activities. Cosgrove also enables children with additional needs to develop social skills and provides advice to families on how to best support their children. Cosgrove aims to improve the lives of people with additional needs and their families so that they have the same opportunities as everyone else. ## The Challenge of Delivering Personalized Care Cosgrove’s core promise is to provide personalized support to people of all ages, wherever and whenever they may need it. This ranges anywhere from after school care and overnight stays with children and their families to group learning, employment support, and assisted home living for adults. Cosgrove’s team of caregivers visit these people anywhere from a few times a day to longer-term support arrangements over the course of weeks. Because the needs of supported individuals can change frequently, Cosgrove’s challenge is to ensure that their staff can deliver highly personalized care efficiently and consistently in any location or environment. Since their caregiver staff travels to support people at all times of the day, Cosgrove found it difficult to know what was happening in real time with their employees at these appointments. Information for both adults and children was stored in a system that was primarily designed for nursing homes. It took the scheduler team multiple days to set up appointments for the upcoming weeks, manually recording information in spreadsheets with no easy way to access information while away from a computer. Then prior to a visit, caregivers had the additional challenge and burden of gathering basic details to notes on past visits and individuals’ preferences, in order to prepare for the support needed. After each visit, caregivers didn’t have a single, trusted place to record the individual preferences and customized notes, which made it difficult to deliver consistent and personalized care in future appointments. Lacking the efficiency to scale, Cosgrove could not grow to serve more people in the community despite high demand for their services. Compromising on quality or the variety of services offered was not an option to improve operations. “We needed to solve some of the inefficiencies in our organization. We knew we were growing and we knew to take the organization forward -- we had to move our systems forward,” said Pauline Boyce, Director of Strategic Development. Cosgrove needed a better way to manage their dynamic, complex operations and put the right information into their caregivers’ hands. > “We needed to solve some of the inefficiencies in our organization. We knew we were growing and we knew to take the organization forward — we had to move our systems forward.” > > — Pauline Boyce, Director of Strategic Development at Cosgrove Care ## A Streamlined Mobile-First Solution to Better Support Caregivers Cosgrove needed to find a solution that would be flexible enough to support all of their different workflows across the diverse groups of people that they serve. Traditional medical and employee scheduling solutions could not support the work that was going on in individuals' homes, schools, and community spaces. Moreover, Cosgrove’s workforce of caregivers were accustomed to familiar processes, like paper forms, and knew they needed a digital solution that was easy to adopt and simple to use for everyone. Cosgrove found Skedulo via the [Salesforce AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B49gqEAB) and was encouraged by the success of other home healthcare organizations like [HealthStrong](https://www.skedulo.com/customers/healthstrong/). > “Skedulo understood what we were trying to do and was willing to work with an organization of our size. A lot of our systems and processes were outdated, very manual, and disconnected.” > > — Pauline Boyce, Director of Strategic Development at Cosgrove Care A key goal for Cosgrove was to grow the reach of their organization into the surrounding areas and extend support to more people in need. They knew these people often preferred to work with the same caregivers from appointment to appointment, which was nearly impossible to achieve when information was stored in spreadsheets or in peoples’ memories. And they needed a system that could support the variety of services they offer, from 15 minute increments to overnight stays. Skedulo provided a single system to reliably and easily manage appointments despite complex, variable schedules and needs for each appointment. Now with Skedulo, a team of care coordinators could set up and share the week’s schedules in 30 minutes -- an enormous reduction from taking as much as four days -- freeing up time for other high value initiatives. Skedulo’s mobile-first solution enabled Cosgrove’s caregivers to be more efficient outside the office while working with individuals. Before, the amount of information that they could access during an appointment ranged anywhere from an individual’s basic information to a full support plan. Now, caregivers had access to everything from walking and driving routes to house entry codes to medication information, right at their fingertips. Skedulo gave Cosgrove’s caregivers more consistency with how they were informed prior to a patient visit. Most importantly, Cosgrove’s caregivers readily and quickly adopted this new technology. > “They’ve just taken to it so easily. They just use it automatically, intuitively. They’re given a phone, we take a few minutes to show them how to use the Skedulo App, and they are up and running.” > > — Pauline Boyce, Director of Strategic Development at Cosgrove Care ## Reaching More Communities and Enabling Growth with Skedulo Skedulo gives Cosgrove Care visibility into what is happening onsite with supported individuals where they had none before. Built-in reports and dashboards visually display metrics that Cosgrove uses to continually improve their operations. Also, Cosgrove is better enabled to provide more personalized care to the people they support.  For example, caregivers now use the Skedulo mobile app to record post-appointment reports and daily support notes, ensuring consistency from visit to visit. Having this information readily available even when on-the-go empowers caregivers to quickly make decisions and focus on the time that they spend with individuals. Skedulo’s solution has helped Cosgrove kickstart a digital transformation within a sector that has struggled to find technical solutions to meet its needs. With the valuable resources that they save by using Skedulo, Cosgrove can dedicate more time and energy towards helping more people to live independently. They look forward to expanding the range of services they provide, in addition to being able to reach more people across West Central Scotland. “We’re so positive about the experience of working with Skedulo,” says Boyce. “It’s been a pleasure working with everyone on the team we’ve come across. We’re championing you with everyone we meet here in the UK.” ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/cwps/" type: "caseStudy" title: "CWPS" date: "2018-04-13" description: "CWPS, an IT services provider in Washington, DC, was struggling with missed appointments, inconsistent data, and excessive service costs. Learn how Skedulo centralized and automated CWPS’ manual scheduling, saving them time, money, and providing data to better manage their business." lastmod: "2018-04-17" --- # CWPS CWPS, an IT services provider in Washington, DC, was struggling with missed appointments, inconsistent data, and excessive service costs. Learn how Skedulo centralized and automated CWPS’ manual scheduling, saving them time, money, and providing data to better manage their business. - **IT Services** — Industry - **300+** — Number of Clients - **$170,000** — Annual Savings CWPS, an IT services provider in Washington, DC, was struggling with missed appointments, inconsistent data, and excessive service costs. Learn how Skedulo centralized and automated CWPS’ manual scheduling, saving them time, money, and providing data to better manage their business. ## About CWPS Launched in 1980, CWPS is a leading provider of managed IT, help desk, and other support services. CWPS is based in the Washington, DC, area and services commercial enterprises across the U.S. With onsite services core to its business, CWPS was struggling to send the right engineer to the right customer while managing expenses and fulfilling client agreements. With more than 300 customer relationship to manage, CWPS was held back by scheduling in spreadsheets, email, and other manual tools. “There were a lot of missed visits, and a lot of clients were complaining. When you looked, the spreadsheet didn’t necessarily match from week to week. It was just very manual and it just made no sense,” said George Estrada, chief technology officer at CWPS. Shortly after joining CWPS, George set his sights on solving this problem once and for all. One of George’s key requirements was a solution that would connect natively and seamlessly to CWPS’ Salesforce instance. “I wanted a solution that was native to Salesforce and have it link back to the client record. It didn’t make any sense to me to have to go into Salesforce to look at one thing, and then if I wanted to see the visits, go into something else. So that was the driving force.” ## CWPS Saves Money with Skedulo With Skedulo integrated natively into Salesforce at CWPS, they stopped missing appointments immediately to the delight of their customers. Now, work requests from the client go straight into Skedulo, which manages schedules, dispatches workers, captures key data onsite, and enhances Salesforce as CWPS’ source of truth. But even more importantly, the speed and efficiency of using Skedulo resulted in significant cost savings for the company. > “Suddenly we found we had 20-25 hours that now weren’t being lost. So we would re-assign people who had extra hours to internal projects or do more field work where we were normally sending senior engineers. If I had to send a senior engineer, that was a considerable amount of money. Finding an extra 20-25 hours in the schedule saved me that money. I was able to save 20 of those hours—easily—to save time for the senior engineers. That’s $175 an hour. So that’s a significant number.” > > — George Estrada, Chief Technology Officer at CWPS ## Smart Design and Speed of Delivery Made CWPS Choose Skedulo Usability and design were important considerations for Estrada, who wanted to ensure his team would be able to adopt a new scheduling solution easily. “The eye candy got me going. Clean design. Very intuitive. I have a web development background, so that was the first thing I was looking for. ‘Is this something that just looks clean and easy to use,” he said. But perhaps even more than the design and quality of the solution, Estrada was overwhelmingly satisfied with his services engagement with Skedulo, especially how quickly and expertly the solution was integrated into CWPS’ Salesforce instance. > “I think we rolled it out within three weeks of meeting Skedulo. That was one of the things that impressed me the most. The staff that was assigned me—the Customer Success Manager—actually knew the product really well and knew Salesforce really well. So between she and I, we had it up and running really quickly.” > > — George Estrada, Chief Technology Officer at CWPS ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/dreamforce-2018-skedulo-guide-to-surviving-dreamforce/" type: "caseStudy" title: "The Skedulo Guide to Surviving Dreamforce" date: "2018-08-22" description: "Skedulo's 2018 tips and tricks for getting the most out of Dreamforce, whether you're a seasoned attendee or going for the first time." lastmod: "2018-08-22" --- # The Skedulo Guide to Surviving Dreamforce In case you didn’t know… Dreamforce is just around the corner. This is an exciting time to catch-up with industry peers, network, and learn new things that you can apply to your career. But with great social activity and motivation, comes sapped energy, FOMO, and feeling overwhelmed. Surviving Dreamforce is quite the feat, that’s why the team here at Skedulo have put together our best tips & tricks to help you on your way! Whether you’re a seasoned Dreamforce veteran or an industry newbie, these tips will help you get the most out of your Dreamforce experience. --- --- url: "https://www.skedulo.com/customers/easterseals-bay-area/" type: "caseStudy" title: "Easterseals Northern California" date: "2018-11-20" description: "See how Easterseals Northern California upgraded its scheduling process for mobile caregivers to meet the demand for behavioral health services in Northern California." lastmod: "2023-10-05" --- # Easterseals Northern California Easterseals Northern California is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most recently… - **Not-for-profit healthcare provider** — Industry: - **6,000** — Number of Monthly Appointments: - **400** — Number of Mobile Practitioners: Easterseals Northern California is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most recently, Easterseals has set out to expand access and affordability of behavioral health services for people with autism and their families. ## About Since 1927, Easterseals Northern California has been leading the way to ensure individuals and families affected by disabilities can live, learn, work and play to their full potential. The organization’s aim is to expand access and affordability for services in the lives of children with disabilities and their families. Easterseals has been a leader in addressing a sensitive and growing challenge among American children and their families. One in every 59 children in the U.S. is diagnosed with autism, according to the U.S. Center for Disease Control (CDC). In response to the California Autism Insurance Law – SB 946 – passed in 2011, Easterseals partnered with health organizations, leading technology firms and businesses to meet the unprecedented demand for behavioral health service in Northern California. “Since our services are predominantly home- and community-based, most of our clinicians are mobile. Our behavioral interventionists often go into our clients’ homes and provide our programs directly in the child’s or the adult’s environment,” says Jeff Hallett, vice president of product management at Easterseals Northern California. #### Manual Scheduling Created an Obstacle Between Easterseals Northern California and its Clients As demand for its services grew, the scheduling and operations team at Easterseals felt the acute pain of an organization that had outgrown its previous ways of doing business. “They would essentially be managing the entire process through extremely large and elaborate spreadsheets, using Microsoft Outlook, and they were on the phone all the time to practitioners. They were constantly having to deal with cancellations and reschedule requests all throughout the workday,” says Hallett. To help children with disabilities gain the skills necessary for active participation in their communities, Easterseals puts a high priority on delivering customized behavioral health services that are appropriate to each child’s development and needs. That level of customized services translates into highly complex care coordination and care scheduling, without much room for error. “It was very dynamic, very frustrating, very paper-based, and very difficult for the team who had to do that on a regular basis,” says Hallett of the challenges facing the schedulers at ESBA. #### Easterseals Northern California Simplifies Complex Healthcare Scheduling with Skedulo When it was clear that the legacy processes around care coordination were creating such a heavy burden on its scheduling team, Easterseals Northern California decided to retire its spreadsheets and paper forms. To upgrade its scheduling process for mobile caregivers, the team at Easterseals focused on apps with a managed package on Salesforce, which is how they found Skedulo. “Skedulo had a clear market leadership and was able to bring the technologies that allowed us to manage that type of very dynamic, mobile workforce,” says Hallett. “The way that you can match people to cases using a variety of skills and matching factors; being able to factor in travel times; being able to keep all that scheduling information electronically live and visible to both the scheduling team and the practitioners delivering the services—it was just a really fantastic fit for what we were trying to do.” Given the emphasis on personalized care, it is no surprise that Easterseals Northern California had nuanced needs that required special configuration of its scheduling process. Easterseals worked closely with the solution architects and project managers at Skedulo to meet those needs. “The implementation process at Skedulo was really very straightforward. They helped us better understand and apply the capabilities that they have to the problem set that we had and to develop some customized applications to the scheduling workflow we were trying to implement in our environment,” says Hallett. > “Beyond Skedulo’s proven leadership in managing mobile workforces, the people are fantastic. We’ve had great experiences working with the company building a solid partnership that we know is going to serve us for quite a while into the future.” > > — Jeff Hallett, Vice President of Product Management, Easterseals Northern California #### Less Stress for Schedulers and Greater Predictability for Families With Skedulo now in place at Easterseals Northern California’s 13 offices, the scheduling team has been able to retire its spreadsheets and respond with ease to the dynamic needs of the families they serve. Now, the schedulers are able to notify practitioners of changes with real-time notifications instead of phone calls. They are able to better account for travel time, travel delays, schedule break times automatically, and account for break time. “It alleviates a lot of the daily grind they had to go through before,” says Hallett. “The impact from using the application has been a tremendous reduction in stress in terms of being able to manage the scheduling in a reliable way. We have 13 offices trying to manage hundreds of practitioners at a time,” Hallett points out. Using Skedulo has “allowed the scheduling team to apply effort into continuous improvement into processes that are related to scheduling and practitioner management. It’s given them the time to improve their overall processes and make their work-life better, as well.” The families that work with Easterseals have noticed a difference since Skedulo was adopted, as well. Frequently, clients have multiple types of specialists who they work with, both in their homes and in other locations, and only part of the total healthcare services they receive are from Easterseals. As a result, consistency and predictability from providers are highly valued qualities. “The clients are seeing a lot more predictability in the schedules. We are better able to work with the families very closely, establish availability, and make sure that availability is respected to the greatest extent that we can,” says Hallett. “Just being able to know that a practitioner is going to be there in a reliable and predictable way just takes a lot of stress away from the clients and the clients’ families.” ## Want to hear more? Hear more from Jeff Hallett on how you can enable your mobile caregivers not only more productive but happier employees. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/easterseals-bay-area-ppc/" type: "caseStudy" title: "Easterseals Bay Area" date: "2019-06-21" description: "See how Easterseals Bay Area upgraded its scheduling process for mobile caregivers to meet the demand for behavioral health services in Northern California." lastmod: "2019-07-12" noindex: "true" --- # Easterseals Bay Area Easterseals Bay Area is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals Bay Area (ESBA) has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most rec… - **Not-for-profit healthcare provider** — Industry: - **6,000** — Number of Monthly Appointments: - **400** — Number of Mobile Practitioners: Easterseals Bay Area is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals Bay Area (ESBA) has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most recently, ESBA has set out to expand access and affordability of behavioral health services for people with autism and their families. ## About Since 1927, Easterseals Bay Area (ESBA) has been leading the way to ensure individuals and families affected by disabilities can live, learn, work and play to their full potential. The organization’s aim is to expand access and affordability for services in the lives of children with disabilities and their families. ESBA has been a leader in addressing a sensitive and growing challenge among American children and their families. One in every 59 children in the U.S. is diagnosed with autism, according to the U.S. Center for Disease Control (CDC). In response to the California Autism Insurance Law – SB 946 – passed in 2011, ESBA partnered with health organizations, leading technology firms and businesses to meet the unprecedented demand for behavioral health service in Northern California. “Since our services are predominantly home- and community-based, most of our clinicians are mobile. Our behavioral interventionists often go into our clients’ homes and provide our programs directly in the child’s or the adult’s environment,” says Jeff Hallett, vice president of product management at Easterseals Bay Area. #### Manual Scheduling Created an Obstacle Between Easterseals Bay Area and its Clients As demand for its services grew, the scheduling and operations team at ESBA felt the acute pain of an organization that had outgrown its previous ways of doing business. “They would essentially be managing the entire process through extremely large and elaborate spreadsheets, using Microsoft Outlook, and they were on the phone all the time to practitioners. They were constantly having to deal with cancellations and reschedule requests all throughout the workday,” says Hallett. To help children with disabilities gain the skills necessary for active participation in their communities, ESBA puts a high priority on delivering customized behavioral health services that are appropriate to each child’s development and needs. That level of customized services translates into highly complex care coordination and care scheduling, without much room for error. “It was very dynamic, very frustrating, very paper-based, and very difficult for the team who had to do that on a regular basis,” says Hallett of the challenges facing the schedulers at ESBA. #### Easterseals Bay Area Simplifies Complex Healthcare Scheduling with Skedulo When it was clear that the legacy processes around care coordination were creating such a heavy burden on its scheduling team, Easterseals Bay Area decided to retire its spreadsheets and paper forms. To upgrade its scheduling process for mobile caregivers, the team at ESBA focused on apps with a managed package on Salesforce, which is how they found Skedulo. “Skedulo had a clear market leadership and was able to bring the technologies that allowed us to manage that type of very dynamic, mobile workforce,” says Hallett. “The way that you can match people to cases using a variety of skills and matching factors; being able to factor in travel times; being able to keep all that scheduling information electronically live and visible to both the scheduling team and the practitioners delivering the services—it was just a really fantastic fit for what we were trying to do.” Given the emphasis on personalized care, it is no surprise that Easterseals Bay Area had nuanced needs that required special configuration of its scheduling process. ESBA worked closely with the solution architects and project managers at Skedulo to meet those needs. “The implementation process at Skedulo was really very straightforward. They helped us better understand and apply the capabilities that they have to the problem set that we had and to develop some customized applications to the scheduling workflow we were trying to implement in our environment,” says Hallett. > “Beyond Skedulo’s proven leadership in managing mobile workforces, the people are fantastic. We’ve had great experiences working with the company building a solid partnership that we know is going to serve us for quite a while into the future.” > > — Jeff Hallett, Vice President of Product Management, Easterseals Bay Area #### Less Stress for Schedulers and Greater Predictability for Families With Skedulo now in place at Easterseals Bay Area’s 13 offices, the scheduling team has been able to retire its spreadsheets and respond with ease to the dynamic needs of the families they serve. Now, the schedulers are able to notify practitioners of changes with real time notifications instead of phone calls. They are able to better account for travel time, travel delays, schedule break times automatically, and account for break time. “It alleviates a lot of the daily grind they had to go through before,” says Hallett. “The impact from using the application has been a tremendous reduction in stress in terms of being able to manage the scheduling in a reliable way. We have 13 offices trying to manage hundreds of practitioners at a time,” Hallett points out. Using Skedulo has “allowed the scheduling team to apply effort into continuous improvement into processes that are related to scheduling and practitioner management. It’s given them the time to improve their overall processes and make their work life better, as well.” The families that work with ESBA have noticed a difference since Skedulo was adopted, as well. Frequently, clients have multiple types of specialists who they work with, both in their homes and in other locations, and only part of the total healthcare services they receive are from Easterseals. As a result, consistency and predictability from providers are highly valued qualities. “The clients are seeing a lot more predictability in the schedules. We are better able to work with the families very closely, establish availability, and make sure that availability is respected to the greatest extent that we can,” says Hallett. “Just being able to know that a practitioner is going to be there in a reliable and predictable way just takes a lot of stress away from the clients and the clients’ families.” ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/g2-leader/" type: "caseStudy" title: "Skedulo in the G2 Spring 2023 reports" date: "2019-06-24" description: "Skedulo again has been named a Leader in the Spring 2023 G2 Grid® for both the Workforce Management & Field Service Management categories." lastmod: "2023-04-27" --- # Skedulo in the G2 Spring 2023 reports G2 named Skedulo a Leader in its Spring 2023 reports for Field Service Management and Workforce Management. Explore the report highlights and hear from customers. Report highlights from G2 Spring 2023, with customer stories from Connexin and Hometree. _G2 Spring 2023_ ## How customers rated Skedulo ### Field service management ratings The Spring 2023 report ranked Skedulo #1 for Field Service Management, with recognition for customer satisfaction, user adoption and time to ROI. These rankings describe that report period. ### The Spring 2023 Field Service Management Grid Skedulo appeared in the Leaders quadrant of the Field Service Management grids shown in the Spring 2023 report. [View the FSM Grid® on G2](https://www.g2.com/reports/grid-report-for-field-service-management-spring-2023.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=3030203&secure%5Btoken%5D=01314d6f18abed76933b1c795b59deac752386b4aa6267aa6d89df57b5d2c393) ## See Skedulo in action Explore scheduling, dispatch and the mobile app with a demo based on your operation. Plan appointments around skills, availability and location Compare scheduling options with Mastermind Keep field teams connected through Mobile ## Customer feedback from the Spring 2023 reports Skedulo was again designated as a Leader in the Spring 2023 G2 Grid® Reports for Workforce Management and [Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-spring-2023.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=3030203&secure%5Btoken%5D=01314d6f18abed76933b1c795b59deac752386b4aa6267aa6d89df57b5d2c393). The Spring 2023 report highlights included: - **21st Consecutive Quarter Leader** in [Field Service Management](https://www.g2.com/reports/grid-report-for-field-service-management-spring-2023.embed?secure%5Bpid%5D=4488&secure%5Brid%5D=3030203&secure%5Btoken%5D=01314d6f18abed76933b1c795b59deac752386b4aa6267aa6d89df57b5d2c393) - **Leader on the Enterprise** Grid for FSM - **Users Most Likely To Recommend** among Enterprise Companies - Time to ROI — Skedulo estimated **payback period is 30% quicker** than our 2 closest competitors Skedulo supports frontline operations, including teams working at fixed locations and people traveling between jobs. Customers including the American Red Cross, DHL and Sunrun use Skedulo to coordinate their workforce. Scheduling, mobile work records and reporting give operations teams a shared view of planned and completed work. **Customer results depend on the operation and implementation. The case studies below describe how individual organizations use Skedulo and the results they reported.** [Read customer stories](https://www.skedulo.com/customers/) ## Read customer reviews on G2 [View the embedded content](https://www.g2.com/products/skedulo/testimonials/19576.embed) [Skedulo reviews sourced by G2](https://www.g2.com/products/skedulo/reviews?utm_campaign=testimonials_embed&utm_medium=testimonials&utm_source=Skedulo) Connexin needed scheduling software that could support its growing field workforce. In this video, the telecommunications company describes its move to Skedulo and how office and field teams work together. > "We couldn't scale with our incumbent systems, which is when we approached many different companies and found that Skedulo was the one for us." > > — Emily Halsey, Engineering Operations Manager, Connexin Hometree used Skedulo to automate appointment scheduling across its engineer network. Its customer story describes the operational changes and the improvement it reported in engineer satisfaction. > "One of the big improvements since we worked with Skedulo was in our eNPS, which is how happy our network is... we've seen it really improve." > > — Olly Bowes, Head of Network Operations, Hometree ## Frontline teams across industries - Energy & Utilities - Residential Services - Construction - Telecommunications - Nonprofit - Real Estate - Healthcare - Public Sector --- --- url: "https://www.skedulo.com/customers/gpdq/" type: "caseStudy" title: "GPDQ" date: "2021-04-01" description: "GPDQ partnered with Skedulo for end-to-end scheduling and mobile workforce management when both companies were just in their infancy." lastmod: "2023-10-05" --- # GPDQ GPDQ partnered with Skedulo for end-to-end scheduling and mobile workforce management when both companies were just in their infancy. ## Overview As a start up with an ambitious goal to revolutionize the healthcare industry with on demand field-based medical visits, the founders of UK-based [GPDQ](https://www.gpdq.co.uk/) knew advanced technology would be pivotal to success. GPDQ partnered with Skedulo for end-to-end scheduling and mobile workforce management when both companies were just in their infancy. Together, the companies have experienced exponential growth, with GPDQ now providing an array of healthcare services to thousands of customers in the UK. ## About GPDQ GPDQ is a UK healthcare service that provides on-call medical visits to patients at any location such as their home, work, or at a hotel. The service operates nationwide and offers everything from general consultations to physiotherapy, blood tests, prescriptions, vaccinations, and wellness clinics for employers. Founded in 2015, the company has exploded from just a handful of GPs in London to more than 100 who deliver as-needed services to people in cities across the country. ## Disrupting an industry requires disruptive technology It’s no small feat to introduce a revolutionary concept to an industry—particularly healthcare where uptake of digital solutions had been relatively slow before 2020. Marc Johnston, GPDQ Customer Success Manager at Skedulo, has worked with the team from the early days of the relationship and finds the company’s vision and approach very inspiring. “GPDQ’s founders wanted to disrupt the industry, and had a technology-first approach from day one. Their plan has always been to leverage advanced systems to provide a better customer experience – similar to an Uber, but in health and medicine.” GPDQ’s model allows customers to use a self-service calendar to book an in-home or virtual GP appointment, and often be seen within a couple of hours if they wish. Scheduling field visits for a large cohort of GPs with varied schedules was always going to be one of GPDQ’s biggest challenges. So they sought a best of breed platform that would allow for seamless mobile workforce management—with the ability to scale as they grew. GPDQ’s doctors often take on GPDQ appointments outside of other work commitments. This means GPDQ required a scheduling platform that could: - offer self-service bookings to customers - send the appointment opportunity to right-fit GPs on their mobiles - register which GP picks up the job - assign the GP to the job and share any patient notes - show the GP how to get to the appointment - keep the customer updated with automated SMS With these and many more capabilities, Skedulo was the perfect choice for GPDQ. ### GPDQ’s doctors share how Skedulo helps them provide a next level customer experience Rob is a GP who works in a doctor’s surgery 3 days a week and sees GPDQ patients on other days. “GPDQ accounts for around 20% of my workload, and most patients I see are face to face,” says Rob. “Working in the community, I get to build a relationship with my patients and follow their health journey. It’s a privilege to be in that position when you’re invested in people’s lives.” Semiya has been a doctor for more than 20 years, and also sees GPDQ patients as her schedule allows. She enjoys working for GPDQ as it provides variety and flexibility. “Since COVID, patients rarely want to visit a doctor’s surgery so a lot of appointments are via phone or video. Personally I believe face to face visits are very important, and I enjoy meeting new patients through GPDQ.” Both Rob and Semiya say Skedulo is a revolution in the way they receive and attend to appointments. “As soon as I accept a job it goes straight into Skedulo and I can see it on the mobile app,” says Rob. “You can hit the ground running which is great because each job varies in urgency but most patients want to be seen that day. With Skedulo, I can accept a job and be ready to go in 5 minutes.” > “Skedulo is so simple to use. I accept the job and can literally get in the car, hit go, and it will connect me to the navigation system and take me straight to the patient’s location.” Rob’s favourite part of Skedulo is the check-in and check-out feature, which is designed to improve safety for people who work in the field. “We’re essentially going out into the unknown—all different areas of London with different patients and from different walks of life. I really like that GPDQ staff know when I arrive at a job and when I finish, and if there is unusual activity they will check in to make sure everything is OK. “This is really helpful for my safety, and also my patients’ safety. If I was tied up with someone who was very unwell and it was difficult to call for assistance, I know GPDQ would check in after a period of time to see if I needed any help. “Skedulo is like added security in your pocket and I really like that.” Semiya says Skedulo is vastly more efficient than emails and diary entries, with all the patient information she needs at a glance. “Skedulo is very efficient. I know the patient’s name, address, phone number, minor details about symptoms if they have shared them, and any other patient notes. It’s all there on my phone, so I don’t have to disturb anyone to ask for more information—I just go to the appointment. If I need to refresh my memory, it’s all in the one place and I can look back whenever I need to.” ### A healthy future Moving forward, Marc says GPDQ is on a path to massive growth as it expands into wellness boot camps and other innovative health services. “Their growth has been exponential, yet they haven’t needed to massively increase their scheduling team because Skedulo makes it easy to scale without the effort. “Skedulo has also helped them achieve high patient satisfaction which has been very important to them from the onset. They’re a great team to work with, and we’re very proud to be part of their journey.” > “For us at Skedulo, it’s very rewarding to be able to support an innovative company in healthcare where we know it makes such a big difference to people’s lives.” ## Schedule smarter today --- --- url: "https://www.skedulo.com/customers/healthstrong/" type: "caseStudy" title: "HealthStrong" date: "2018-01-26" description: "Learn how Skedulo helped HealthStrong cut the time spent scheduling appointments in half by matching providers to patients and integrating with Salesforce." lastmod: "2023-01-19" --- # HealthStrong HealthStrong is one of the largest healthcare providers in Australia with more than several hundred practitioners providing services to residents of aged care facilities across the country. The company also offers home care and anticipates exponential growth in this market as governments and health… - **Healthcare** — Industry - **300+** — Mobile Employees - **30%** — Reduction in scheduling time ### About HealthStrong HealthStrong is one of the largest healthcare providers in Australia with more than several hundred practitioners providing services to residents of aged care facilities across the country. The company also offers home care and anticipates exponential growth in this market as governments and healthcare providers globally work to address the needs of an aging population. In preparation for the anticipated growth, HealthStrong has implemented Skedulo for a more efficient and reliable scheduling of HealthStrong’s practitioners. Since implementing Skedulo, HealthStrong’s efficiency has doubled and has helped to ensure that the right care is delivered to the right patient at the right time. ### Matching healthcare practitioners and patients faster and more reliably Its growing team of practitioners perform around 50,000 treatments across the country each week. Most of these treatments take place in aged-care facilities, however the demand for home visits is set to grow along with the overall need for aged care. This is an issue globally with the proportion of the world’s population over 60 years expected to nearly double from 12% to 22% over the next three decades.* In anticipation of this growth, HealthStrong set out to find a more efficient way to schedule their several hundred practitioners and enhance overall patient care. Previously, HealthStrong used a system based on Microsoft Access and multiple spreadsheets to schedule their practitioners. This process was very time-consuming and it was difficult to ensure the most qualified worker was assigned to each job. For example, schedulers relied on memory or input from colleagues if they needed to find someone with specific qualifications or language skills. HealthStrong needed a much faster and easier way to schedule appointments, particularly as the growth in home care would increase the number of appointments per practitioner per day. They also wanted to empower practitioners by providing them with more information on the go and reducing the need to fax timesheets. ### Faster, more effective scheduling to fuel and support growth in appointments HealthStrong reviewed a number of workforce management solutions and ultimately selected Skedulo for its integrated mobile workforce solution that offered a faster, easier way to schedule appointments in advance or on the fly. Skedulo also featured intelligent resource mapping, real-time logging, geo-tracking and native integration with Salesforce. A few months after meeting with Skedulo to discuss their needs, HealthStrong scheduled its first appointment using the mobile scheduling application. Skedulo tailored the solution to provide HealthStrong with an end-to-end process for scheduling, managing appointments and their field practitioners. > “Skedulo’s tight integration with Salesforce has supported our move to a single platform for all of our data and applications.” > > — Chris Kaalvas, Salesforce Development Lead, HealthStrong HealthStrong’s scheduling team of four now use Skedulo’s Web App to identify and schedule the best person for each job. The team can search by qualifications, gender and language skills among other skill sets to ensure the practitioner assigned is the most qualified and the best fit culturally. When schedulers assign and dispatch jobs, they can automatically send client details to the practitioner’s mobile device. Also, appointment confirmations are sent automatically to clients along with required documents such as police background checks or professional registration. ### Excellence in aged care independent of location HealthStrong is now positioned to meet the growing demand for home care. The time it takes to schedule appointments has been reduced by half. A four-person team is now able to manage the scheduling of more than 1,200 appointments each week – a 30% increase to the number managed previously. In addition, on-boarding is improved with data from Skedulo. This helps HealthStrong identify the optimum amount of training needed for practitioners, resulting in an increase in staff retention. Also, new schedulers are no longer required to memorize details about various workers. If the schedulers needed to locate a practitioner who is fluent in Greek, for example, they can simply search for that specific attribute in Skedulo. > “With Skedulo, we have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage.” > > — Chris Kalavas, Salesforce Development Lead at HealthStrong Skedulo has helped empower HealthStrong’s practitioners by providing them with a clear view of all their appointments and instant access to client details. Skedulo maps all the data the practitioners needed in one easy-to-use app. Practitioners can check in with their patients, schedule follow-ups and get instant sign off from clients once a job is complete. They no longer need to worry about time sheets going missing or a late fax resulting in a payment delay. Skedulo’s GPS-tracking feature provides HealthStrong peace of mind and additional security as home visits ramp up and the workforce becomes more dispersed. With improved efficiency and reliability of scheduling, HealthStrong ensures that its clients and patients get the hours and service they require without fail. For example, if a client requests a podiatrist with expertise on a particular disorder, the scheduler can quickly find and dispatch the right practitioner for the job. HealthStrong has seen improvements in the transparency of workers’ start and completion times. The HealthStrong team can now view at a glance if an aged care facility is getting the service it requires or if workers at certain facilities are spending additional time that falls outside the standard time allotment. Management is therefore able to conduct data-driven conversations with clients and make the necessary adjustments to the number of hours or practitioners. ### Looking to the future with HealthStrong and Skedulo Planned residential and planned homecare places in Australia totalled 245,000 in the last decade, projected to rise to 390,000 by 2022 and 740,000 by 2050 (the year that the last baby boomer turns 85)**. This represents a significant opportunity for healthcare providers who are able to adapt and scale their business. > “We chose to work with Skedulo as we’re both growing and we could see the potential to grow together. That’s exactly what we’re doing as we continue to integrate more of our processes with Skedulo.” > > — Chris Kalavas, Salesforce Development Lead at HealthStrong HealthStrong is setting itself up for success in the years ahead by continuing to improve and optimize its mobile workforce processes and capture business intelligence through Skedulo. Insights on past jobs and the work performance of its team will help to ensure HealthStrong continues to recruit the right people for the future. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/hometree/" type: "caseStudy" title: "Hometree" date: "2022-10-19" description: "Hometree exists to help homeowners keep their homes warm, safe & working. Learn how Skedulo helped scale appointment scheduling with automation and increased Hometree's eNPS score, the happiness of their customers." lastmod: "2022-10-19" --- # Hometree With over 1,500 engineers in the field, Hometree needed to eliminate manual processes and increase efficiency. ## Hometree exists to help homeowners keep their homes warm, safe & working. With over 1,500 engineers in the field, Hometree needed to eliminate manual processes and increase efficiency. ##### Learn how Skedulo helped scale appointment scheduling with automation and increased Hometree's eNPS score, the happiness of their customers: > "One of the big improvements since we worked with Skedulo was in our eNPS, which is how happy our network is... we've seen it really improve." > > — Olly Bowes, Head of Network Operations, Hometree ### Tell us about yourself and your role Hey, I'm Olly Bowes, I work at Hometree. I'm head of network operations here and it's my job to make sure that we have enough engineers right across the UK to help our customers when they have problems. ### What made you interested in Skedulo? So the reason we decided to speak to Skedulo is because we wanted to introduce a new system that allowed us to schedule appointments for our customers, for when they had a repair. And Skedulo felt like the best system out there at the time compared to some of the others that we looked at. And also been recommended by G2, which was another reason to go for it. ### How did you operate before? So before we had Skedulo, we had lots of really manual processes, lots of spreadsheets, it's very difficult to keep track of things. And yeah, overall, just not really a very efficient way to operate. And we definitely couldn't have carried on doing it at scale. ### What’s your favorite feature? Of the Skedulo services that we've used, the most useful is the auto offer system, because it makes us really efficient, because we don't have to contact all of our engineers, when we want to send them out work, the system does it for us automatically. So it makes us a leaner operation and more efficient. ### What else? So something in Skedulo that we have used is the job fields that have been really helpful for us, it's a great way of capturing lots of different bits of information, particularly cost. And that means that we have an automated bidding engine at the other end in the back end that pays our workforce. And that's able to use the information that's in Skedulo and pay the engineers accurately and on time. ### What impact has Skedulo had on your business? One of the big improvements since we worked with Skedulo was in our eNPS, which is how happy our network is. And we've had some great feedback since we introduced the app. And we've seen it really improve. So our networks are a lot happier. ### How about for yourself personally? Skedulo has helped me in my role, because I now have more visibility with what's going on and the day to day, the analytics package that it has, it's really helpful. I think after two weeks, we had insights as to how we're performing across a whole range of metrics, which is really helpful for us to manage the business on a day to day. ## Skedulo for residential services Skedulo’s intelligent mobile workforce management platform makes it easy to coordinate home services and residential contractors for any industry. --- --- url: "https://www.skedulo.com/customers/idss/" type: "caseStudy" title: "Integrated Disability Support Services (IDSS)" date: "2022-07-26" description: "In need of a reliable and scalable solution, a referral to Skedulo led to an overhaul of IDSS's existing system and has since saved the not-for-profit countless hours of precious time." lastmod: "2023-01-18" --- # Integrated Disability Support Services (IDSS) In need of a reliable and scalable solution, a referral to Skedulo led to an overhaul of IDSS's existing system and has since saved the not-for-profit countless hours of precious time. ## Overview Personalised and high quality service are the foundation of Integrated Disability Support Services (IDSS) – an Australian not-for-profit that supports the most vulnerable members of our community. After experiencing rapid growth from a moderate goal to provide 150 hours of support in a single location to over 500 hours across 3 locations, the organisation was struggling with ineffective scheduling platforms which were required to help manage a large cohort of community care and support workers. In need of a reliable and scalable solution, a referral to Skedulo led to an overhaul of their existing system and has since saved the not-for-profit countless hours of precious time. ## About IDSS [Integrated Disability Support Services](https://www.integratedsupport.org.au/) (IDSS) is a registered NDIS provider in Australia which supports people living with a disability through community access services, supported independent living, and respite care. Based in Queensland, IDSS is the brain-child of Kahli Olesen – a registered nurse who unexpectedly lost her vision at the age of 23. While her vision did return, it was a tumultuous time with a rapid learning curve, leading to a realisation about the huge lack of community support for locals living with a disability. In 2017, Kahli partnered with her mum to open the first IDSS community hub in Bundaberg. By 2022, IDSS had grown to several hubs across the state and now employs 260 staff who serve more than 465 clients across an impressive 700km radius. ## In search of a reliable, scalable scheduling solution IDSS prides itself on offering a truly personalised service to people living with a disability. Services are delivered by skilled nurses, community care workers and support workers. Scheduling and rostering these workers is a key part of the business, and IDSS had already implemented multiple scheduling platforms which had failed to meet their needs. “Our first platform was aged-care focussed and impossible to scale,” says Michelle McPhee, CEO of IDSS. “The second was really frustrating. It failed at every turn and we were used as a guinea pig which didn’t suit us because we were at a pivotal growth point. We needed something reliable and proven; something that could grow with us.” Another concern was the lack of audit and compliance management capabilities which are so crucial to an NDIS-registered service. Ready to evaluate new solutions, Michelle and Kahli (co-founder and Executive Director) contacted a specialist healthcare platform which suggested Skedulo. “They admitted they don’t do scheduling well and that we should consider Skedulo. We took the vendor selection process very seriously and initially evaluated 20 scheduling solutions. This was narrowed to 6 and we tested 2 which is where Skedulo won out. Ultimately it was Skedulo’s capabilities and in-region support that instilled the most confidence.” > “We needed something reliable and proven. Something that could grow with us.” ## Third time’s a charm Kahli and Michelle managed the IDSS implementation of Skedulo, which went hand in hand with a near doubling of the organisation’s size. “We needed Skedulo to do everything and to perform consistently. We wanted to be able to successfully schedule, push out rosters, have employees see jobs in advance, understand what was required of them for that job, and more. Ease of use was also important because our team’s strength is building relationships – not becoming experts in back-end systems.” Key outcomes for the implementation included: 1. Reduce overtime with more efficient scheduling and greater visibility of schedules 1. Ensure schedules are cost effective by giving schedulers the ability to make informed resourcing decisions 1. Minimise administrative overheads and double data entry 1. Ensure awards are being adhered to and staff are paid correctly “Skedulo’s customer support team was effective and efficient; they worked very closely with us to tailor the solution. The fact that Skedulo works on the Salesforce system allows for deeper customisation out of the box, and we relied on the ability to add fields and customise while maintaining the integrity of data security.” > “Every time we’ve had an issue, Skedulo has had an answer.” > > — Michelle McPhee, CEO, IDSS ## A noticeable difference from day one After the implementation, the team at IDSS achieved lots of easy wins amidst short term challenges due to adoption fatigue. “Initially we had some resistance from the internal team as this was the third system in 3 years,” says Michelle. “It helped that our people were involved in the deployment and saw how easy and intuitive it was to use Skedulo.” Matthew Pallister, who uses Skedulo’s front and back-end systems, says the difference was noticeable from day one. “Coming from slow, outdated-looking systems with crowded interfaces and tiny fonts, it was energising using a system that looked like it belonged in the 21st century. “It has changed the way we work in many ways. For example, we can access participants' details and files in a central location. The ‘Swimlanes’ (Skedulo's unique way of viewing jobs and resources) allow us to quickly see – and on a single screen – shifts that are pending allocation, available resources, and the progress of each shift. This reduces administrative time and the burden of our office staff's most time-consuming task: rostering.” In the field, IDSS support workers now have greater access to clients' details – be it health or other alerts, NDIS Plan goals, or incident reports which can now be completed closer to the actual time of an incident using the Skedulo mobile app. Group-based support workers also use Skedulo to mark off attendance. “Resources attend their shifts on time and provide our participants – the most important part of our business – with quality, individualised service. The Tasks section provides an excellent way to ensure staff complete important tasks before their shift ends.” Moving forward, IDSS will focus on further integrating Skedulo with key business systems to streamline operations and maximise efficiency across scheduling, data management, accounting and payroll. > “If Skedulo disappeared I would be leaving the country. Without it, we would not have been able to perform the support we have in the last couple of years.” > > — Kahli Olesan, Executive Director, IDSS ## Schedule smarter today --- --- url: "https://www.skedulo.com/customers/mainmark/" type: "caseStudy" title: "Mainmark" date: "2019-06-19" description: "Learn how Mainmark realised benefits including integrated sales and operations processes and better visibility across the business using Skedulo." lastmod: "2023-10-05" --- # Mainmark Mainmark is a privately-owned Australian business. It provides ground engineering and asset preservation solutions in residential, industrial, commercial, civil engineering and mining industries. Mainmark has seven offices in Australia and New Zealand and wholly-owned subsidiaries in Thailand, Japa… - **Construction** — Industry: - **90%** — Reduction in paper-based work: #### About Mainmark Mainmark is a privately-owned Australian business. It provides ground engineering and asset preservation solutions in residential, industrial, commercial, civil engineering and mining industries. Mainmark has seven offices in Australia and New Zealand and wholly-owned subsidiaries in Thailand, Japan, and the United Kingdom. #### Challenge Mainmark needed a user-friendly, mobile workforce management solution that would reduce its reliance on paper-based processes and support multi-day, multi-resource scheduling. > “The business needed to move from paper-based processes to digital processes. We had a huge amount of paper-based work, combined with Excel spreadsheets and information on whiteboards. We decided to go digital to both become more efficient, and do more with less.” > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark #### Solution With Skedulo integrating with Salesforce, Mainmark has realized benefits including integrated sales and operations processes and better visibility across the business. > “For managers, daily dashboards give a helicopter view of what we have scheduled and how we’re performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful... We’ve gone from 100% paper-based to 90% digital.” > > — Kimberley Bradbury, Salesforce Platform Manager, Mainmark #### Results The deployment of Skedulo at Mainmark has been a success. The design and implementation process went reasonably smoothly and Mainmark was able to realize the business benefits of mobile workforce management, including scheduling. Download the case study to learn how Mainmark transitioned from 100% paper-based processes to 90% digital processes with Skedulo. [Download now](https://www.skedulo.com/thank-you/case-study-mainmark/) ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/moriarty-foundation/" type: "caseStudy" title: "Moriarty Foundation" date: "2022-07-05" description: "In need of a trusted solution to streamline their systems and processes, the Moriarty Foundation’s leaders reached out to Skedulo." lastmod: "2023-01-17" --- # Moriarty Foundation In need of a trusted solution to streamline their systems and processes, the Moriarty Foundation’s leaders reached out to Skedulo. ## Overview As a nonprofit organisation delivering transformational closing the gap solutions to remote and regional Aboriginal communities, Moriarty Foundation was on the cusp of expanding its game changing football program, John Moriarty Football, from a few communities in the Northern Territory to 19 communities across multiple states. In need of a trusted solution to streamline their systems and processes, the Foundation’s leaders reached out to Skedulo. Skedulo has since helped staff keep track of their schedules and participant attendance, while empowering leadership with access to trusted, real time data for reporting and decision making. About Moriarty Foundation [Moriarty Foundation](https://moriartyfoundation.org.au/) was founded in 2012 by a Yanyuwa man, John Moriarty AM (the first Indigenous footballer to be selected for Australia), and business leader Ros Moriarty. The Foundation prides itself on being Indigenous-founded, Indigenous-delivered, embedded, holistic, and authentic. Every week, the Moriarty Foundation reaches over 2,000 Indigenous children in 19 remote and regional communities in NT, Qld and NSW through its interrelated programs: John Moriarty Football (JMF) and Indi Kindi. In alignment with [Australia’s national agreement on Closing the Gap](https://www.closingthegap.gov.au/national-agreement/targets), the Foundation is achieving proven progress in 13 of the 17 Closing the Gap targets. JMF is Australia’s longest running and most successful Indigenous football initiative for children aged 2 to 18 years. Its transformational skills program uses football (soccer) to harness talent and create positive change. The program has a track record of improving school attendance and achieving resilient, healthier outcomes for Indigenous children. Indi Kindi is a groundbreaking early years program for children under 5 years old in remote Aboriginal communities. It integrates health, wellbeing, education and development to give children the best start in life. Indi Kindi’s sector-leading, culturally-embedded learning on Country model ensures young Aboriginal learners thrive. ## On the cusp of an extensive expansion To deliver JMF, Moriarty Foundation employs football coaches to run in-school and after-school training sessions and occasional community events. They are supported by office-based schedulers and a passionate leadership team. JMF Program Director, Jamie Morriss, joined Moriarty Foundation after working as a sports coach and operations manager for a leading sports coaching company. He came on board to support JMF at a key stage in its growth journey, with a plan to expand from: - 5 staff to 40 - training for 120 children to 2,000 children - 2 communities in the Northern Territory to 19 communities across 3 states The expansion also involved a huge addition of resources (such as vehicles) which would need to be tracked and managed. Jamie knew that systems and processes would need to be re-examined and streamlined for the expansion to be a success. As a nonprofit, it was also very important for the Foundation to be able to demonstrate that funding was being used effectively and its work was creating an impact. > “As a nonprofit, we must show that we are using funding effectively and creating an impact in the communities we serve.” ## A trusted partner To support its expansion of JMF, Moriarty Foundation required a scalable solution that could simplify: - scheduling of school programs - coach allocation - student attendance - resource and asset tracking Having used Skedulo at a previous organisation, Jamie knew the platform was exactly what was needed. He reached out to Skedulo’s Customer Success Manager, Sharmila Rama, and explained his needs which included supporting a new cohort of schedulers who were being onboarded to assist with the expansion. “To prepare for Skedulo’s implementation, we thought through the different roles – admin, schedulers, coaches in the field – and how they would need to use it,” says Jamie. “After implementation, it was like a duck to water for younger staff who were already used to doing everything on their phones. Some staff were a little overwhelmed at first, so helping them understand the technology and how it would make their jobs easier was central to success.” ## Total visibility with faster insights JMF’s football coaches now use the Skedulo mobile app to keep track of their schedules and know where they need to be on any given day. They also have an attendance list on their mobile app to quickly see which children should be at training and record their attendance. Because this information was previously tracked in Google Sheets, it was difficult to see how programs were tracking and to generate meaningful reports about program delivery, participation and progress – something Jamie says is no longer an issue thanks to Skedulo. “Skedulo gives us confidence in our data and has made reporting so much easier. For example, we now have accurate reporting on the 1,000+ sessions or jobs we deliver each quarter or school term, including reporting for over 2,000 unique Indigenous children who participate in the football program. “Making fast decisions is another key benefit we’ve experienced since implementing Skedulo – such as when we’re setting up a new team meeting or a team-wide training event. Before, we had to look across different time zones to figure out a time that would be best. Now, we can simply look in the Skedulo calendar and see all the sessions running to find the right time for everyone.” > “We have so many more reliable and useful business insights than before. When we draw up our reports we know the data is in there; we don’t have to do any other number crunching. We also now have 40+ staff who benefit from a clear, structured and accessible schedule on their mobile devices.” ## Schedule smarter today --- --- url: "https://www.skedulo.com/customers/new-jersey-respiratory-associates/" type: "caseStudy" title: "New Jersey Respiratory Associates" date: "2018-03-09" description: "See how Skedulo and Salesforce helped New Jersey Respiratory Associates grow 20% annually by optimizing travel routes and scheduling mobile therapists." lastmod: "2023-10-05" --- # New Jersey Respiratory Associates New Jersey Respiratory Associates (NJRA) is a respected leader in the healthcare service industry. Their customers are skilled nursing facilities with a 24/7 need for respiratory therapy on demand. By deploying a customized mix of Skedulo and Salesforce, Greg streamlined NJRA’s workflows, provide… - **Healthcare** — Industry - **100+** — Nursing Facilities Served - **+33%** — Accounts per therapist New Jersey Respiratory Associates (NJRA) is a respected leader in the healthcare service industry. Their customers are skilled nursing facilities with a 24/7 need for respiratory therapy on demand.  By deploying a customized mix of Skedulo and Salesforce, Greg streamlined NJRA’s workflows, provide therapists with a better work experience, and grow the family business, doing much more with much less. At the same time, NJRA eliminated hidden expenses, knocked down roadblocks to growth, and transformed their manual back office into a digital powerhouse. ### Challenge: Accelerating to the new speed of business A point of pride for NJRA is the promise of same day service by a team of four respiratory therapists. As their client list grew to 100 SNF accounts, the logistics of optimal scheduling and routing for their therapists began to strain NJRA’s resources. Therapists would often need to visit 5 – 8 different locations in a day. In addition to manually setting up pre-arranged therapist schedules every week using Excel, NJRA would also frequently need to reroute therapists as new patients arrived in various facilities throughout the day. NJRA knew that to be competitive, they needed a platform for reliable, real-time interactions with their mobile workforce. Meanwhile back in the home office, they needed data-driven oversight to enable better customer service and faster invoicing. There were bottlenecks with information flow in the other direction, as well. Therapists would fax a sheet of patient info to the home office once a month. NJRA needed feedback more frequently than that. The lag in data collection limited their learning opportunities and stifled business flexibility. Growing their team would be out of the question until they could find a more efficient way to manage therapists scheduling, routing, and communications ### Solution: Skedulo eliminates back office complexity Change can be hard, even when the old system is painful to work with on a daily basis. NJRA realized that they needed full staff buy-in if they wanted to make lasting changes. To get everyone on board, NJRA held a series weekly meetings discussing the company’s challenges, mapping out business processes, identifying weaknesses, and coming up with solutions. With team agreement on what changes needed to happen, managers moved to the next step. In NJRA’s search for smarter tech to organize interactions with customers and patients, they concluded that the best way forward was a combined implementation of Skedulo and Salesforce. Skedulo is a cloud-based platform for automating scheduling and communicating with the mobile workforce. Salesforce is customer relationship management (CRM) software for better organization and management of customer data. The NJRA staff was thrilled to see the elimination of repetitive processes and the automation of their most difficult tasks. When it came time to go live, NJRA made sure everyone had plenty of support in learning the system so they could make mistakes without concern over affecting customers or patients. Skedulo’s integration with Salesforce provided a way for NJRA to automate scheduling and seamlessly interact with workers in the field, while remaining 100% HIPAA compliant. Productivity improvements extended beyond just better interactions with their mobile workforce into smarter back-office operations, faster invoicing, and higher sales revenues. > “Our ability to schedule efficiently is necessary to provide high-quality care and service … We were shocked to see the effect Skedulo had in enabling us to do more with less. These benefits extended beyond just our mobile workforce. We saw greater efficiency in our back-office operations, invoicing, and sales.” > > — Greg Pino, VP Operations and Sales, NJRA ### Results: Unexpected efficiencies and new growth While improvements to scheduling and automation delivered huge efficiency gains, two more areas brought back surprising gains in ROI: service and invoicing. The number of accounts each therapist could handle grew from 15 to 20 and invoicing processes were streamlined for faster revenue recognition. NJRA was able to expand their business while reducing the work required for back-office scheduling and invoicing. Life became easier for the therapists, as well. Automation allowed accounts to be scheduled six months in advance. Therapists no longer had a confusing series of schedule updates in their inboxes. Their schedule changes were updated in real-time within the Skedulo app. Through a combination of Salesforce and Skedulo, NJRA posted a growth rate of 20% for three years in a row. In addition, the new technology offers NJRA new sources of data collection and analytics to help them make better business decisions across all business segments. In the end, NJRA can now provide better service for more nursing facilities. That’s a winning formula for healthcare owners, managers, therapists, and patients. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/reconnect-nz/" type: "caseStudy" title: "Reconnect NZ" date: "2020-12-23" description: "Find out how Skedulo helps Reconnect NZ deliver community services for at risk young people." lastmod: "2020-12-23" --- # Reconnect NZ Based in Auckland, New Zealand’s most populous and culturally diverse city, Reconnect Family Services is a non-government organisation that delivers community services. Specifically, Reconnect offers a variety of programmes for at risk young people. They help young people learn, make the right cho… ## About Reconnect NZ Based in Auckland, New Zealand’s most populous and culturally diverse city, Reconnect Family Services is a non-government organisation that delivers community services. Specifically, Reconnect offers a variety of programmes for at risk young people. They help young people learn, make the right choices, reintegrate back into education and training, rebuild relationships with their whanau, and imagine solid goals for themselves. Reconnect’s programmes offer these young people a chance to re-build a future many believe they are incapable of achieving. They are known for taking on the most challenging of clients, not giving in easily, and healing the wider family dynamic so our young people have the best chance at positive life outcomes. Reconnect employs a highly trained team of mentors, youth workers, caregivers, and case workers to offer a friendly face that adds value at every step of the programme. One-on-one, face-to-face mentoring helps these young people imagine a life away from crime, violence, drug abuse and self-harm. Each young person has the chance to consider another path they might take, in a safe and stable family environment. ## Overview After years of using spreadsheets, timesheets, calendars and emails to schedule appointments, Reconnect reached out to Skedulo for a solution that would help them be more efficient, streamline scheduling, and centralise communications. ## Legacy tools made scheduling time-consuming and inefficient Reconnect has traditionally relied on timesheets, spreadsheets, calendars, emails and phone calls to schedule caregivers for appointments. These manual systems were incredibly time consuming with no ability to centralise communications. This meant caregivers had to source information about a job from multiple sources, with no way to document notes for easy future reference. George Lowe, Business Analyst for Reconnect, recognised the need for systemisation as soon as he joined the team. “It was very difficult to get head or tail of where everyone was at,” says George. “We relied solely on manual systems to record jobs which made our processes very time consuming and open to human error. “It was also a very loud operation. Everyone in the office would be on the phone at the same time trying to relay information to caregivers.” Without an efficient system to support the team, George says mistakes were common – ranging from unrecorded phone calls to incorrect dispatching or billing, with no way to know for sure where mistakes were being made. “We deal with young people who are at risk, so mistakes are not an option. If we need to be there for a child, we must be there. If we need to arrange emergency housing, it must be done quickly and efficiently. There is no room for error, and we must have absolute certainty that every job is set up and completed correctly.” Knowing there had to be a better way, George’s team began investigating solutions. They went through a significantly lengthy process of benchmarking different systems before choosing Skedulo. “We shortlisted a variety of products from local and overseas vendors. But some of the solutions required us to house on-premise servers or pay for dedicated Cloud servers. This would have incurred significant overheads which we were not comfortable with. “When we discovered Skedulo could run on a Salesforce backend and had been backed by Microsoft, we were very interested. The clincher for us was being able to customise our solution quickly and easily, without extensive developer fees. We were also happy that Skedulo has an Australian base. In New Zealand, we’re quite fond of the Aussies!” > “When I saw the manual system of spreadsheets, calendars, timesheets, calls and emails, I knew there had to be a better way. Thankfully there was.” > > — George Lowe, Business Analyst, Reconnect NZ ## Skedulo helps Reconnect NZ reduce error rates, match youth workers with the right clients, and eliminate miscommunication Skedulo’s Customer Success Manager began working with the team at Reconnect to get them set up on the Skedulo platform. George says the fact that Skedulo had open written documentation was very helpful. “Skedulo and Salesforce probably have some of the most comprehensive suites of user information available of any product in the market. Having the guidance from our Customer Success Manager and a great information database is absolutely critical, and with Skedulo these are strong offerings.” Since implementing Skedulo, Reconnect has improved it’s ability to: - Quickly assign caregivers to appointments - Centralise communications - Significantly reduce calls and emails - Reduce error rates - Streamline payroll processes “Now, it’s much simpler to book a person and have it confirmed,” says George. “Additionally, we use the notes section extensively to provide easy access for youthworkers to information about every job. Skedulo is really well integrated, and it’s much tidier than handling lots of calls and emails. It’s also much quieter in the office now.” When it comes to scheduling caregivers, Reconnect uses Skedulo tags to easily identify the skills and characteristics of staff so they can appropriately match them with client needs. “Because we deal with people, our dispatchers are very important to our operations so that process will never be fully automated. But Skedulo allows us to attach skills and other attributes to a caregiver in the system, making it easier to allocate the right person to each appointment.” Skedulo also helps Reconnect ensure they have sufficient staff on hand to manage emergency housing. “There must always be 2 to 4 staff in our emergency houses; 24 hours a day, 7 days a week. Skedulo helps us manage that requirement. “After implementing Skedulo, our processing is faster and more accurate. Something that used to take us weeks now takes a couple of days. So Skedulo has produced major efficiencies for us at Reconnect.” ## See frontline operations in action --- --- url: "https://www.skedulo.com/customers/regal-health/" type: "caseStudy" title: "Regal Health" date: "2022-07-05" description: "Skedulo was selected by Regal Health as the ideal platform to manage scheduling and rostering of their entire field workforce of nurses and support workers." lastmod: "2023-05-18" --- # Regal Health Skedulo was selected as the ideal platform to manage scheduling and rostering of their entire field workforce of nurses and support workers. ## Overview After surpassing half a century supporting Sydney’s most vulnerable residents, the leadership at Regal Health knew effective systems were key to the organisation’s future success. Skedulo was selected as the ideal platform to manage scheduling and rostering of their entire field workforce of nurses and support workers. As part of a unified Salesforce tech stack, the implementation has had a profoundly positive effect – including a massive reduction in administrative costs, effortless scaling, higher staff retention, and centralised data for decision making. ## About Regal Health [Regal Health](https://www.regalhealth.com.au/) is a home health care service based in Sydney, Australia. Founded in 1966 by Patricia R. Shepherd, a passionate registered nurse, the organisation (under the stewardship of Anna M. Shepherd) has since helped thousands of vulnerable people with services ranging from in-home nursing to medication assistance, cleaning, meal preparation, shopping and companionship. With a vision to “enable people to live their lives to the fullest in their own homes”, Regal Health employs a large contingent of nurses and support workers who deliver these valuable services in metro and regional areas. ## A complete re-design of operations Regal Health spent many months planning for their implementation of Skedulo as part of a complete re-design of internal systems and processes. The organisation's prior model had been in place for 20 years and had suited the then structure of the business. The Board recognised there was a need to overhaul the systems to cater for the next stage of development. “Our business has been totally restructured,” says Michael Hall, CEO of Regal Health. “We have moved from being a predominantly clinical company to a multi-faceted business incorporating clinicians and support workers providing a full range of clinical, personal care and domestic services across the aged care and disability sectors. The implementation of new systems has enabled a bottom up approach that allows people to take responsibility for their work and region, with the CEO at the base providing support.” > “It became crucial to get the right person with the right skills in front of the right client at the right time. That’s not an easy task, which is why we needed Skedulo.” ## The right systems for success Regal Health grew very quickly after their restructure to a position where they are now providing more than 20,000 customer visits per month. Skedulo became integral to operations; from scheduling new and repeat jobs to communicating with staff in the field and forecasting resource requirements. “We established our new processes and procedures while setting up Skedulo, which was a lot of work because we weren’t transferring data from an old system to a new one. We had to engage temporary staff to input data then it took many months to review to ensure the veracity of that data.” David Thompson, registered nurse and Operations Manager at Regal Health, joined the organisation 10 months after Skedulo’s implementation. “Thankfully they did all the hard work beforehand which is terrific as I’ve benefited from it since the beginning! One of the biggest benefits has been total control over our data – we know exactly what’s happening across the organisation with excellent reporting which means no client ever falls through the cracks. “It also makes it easy to plan ahead. I know what will happen over the next quarter and can allocate or expand our resourcing effectively.” > “Before, the level of admin work to support 70 staff was very heavy. Now, we have nearly 200 staff and the level of admin is minimal.” ## Strong revenue growth, higher retention, and an impressive reduction in costs Regal Health has gone from strength to strength since revolutionising their operating model and implementing the systems required to support it. According to Michael and David, key benefits include: _Administrative costs:_ Regal Health’s cost of operations (less staff payments) have dropped by over 35% as a percentage of revenue - an achievement that was only possible due to the systems they put in place. _Resource planning:_ Centralised data makes it easy for their leadership team to make informed decisions about resourcing. “We can drill down into different regions and know what days of the week or times of the day are busiest. All our resource planning is now built around customer requirements – from regions to skills and down to hours needed.” _Retention:_ Ownership over their roles and an ability to plan around their lives has empowered Regal Health’s large contingent of nurses and support workers, leading to a strong uptick in retention. Some of the factors contributing to success are: - User-centric dashboards so people only see information that matters to them - Job requirements are now distributed to share the workload - Knowledge-sharing is streamlined to reduce pressure on individuals and risk to the organisation - Recruitment campaigns promote fully mobile capabilities which entice quality applicants - Decentralised systems allow staff to work from home if desired - External factors don’t threaten service continuity (i.e.: 97% of jobs were fulfilled even when 48% of staff were isolating during COVID) “75% of our workforce is casual by choice and Skedulo makes it easy for them to specify when they can work, where they want to work, how far they want to travel, and what types of jobs they want to take on. It also reduces pressure on them when they’re in the field. For example, they can use the system to raise an alert for any issues and we can have another support worker or nurse out to the client that same day. Our people feel supported which is very important in our industry.” _Cash flow: _For Regal Health, cashflow and forecasting are critical to survival. Jobs can vary from 20 minutes to 12 hours (billed by the hour), so quality reporting is essential to track variations, verify data, and log claims. “Before Skedulo and Salesforce we would bill every 4 weeks and were paid 7 to 10 days after. Now we can bill weekly which has had a huge impact on cashflow. It means we’re not constrained in delivering to clients or exploring new innovations.” _Scale: _The strong growth in revenue did not require Regal Health to scale their operations team. “If our existing customer base doubled overnight, our systems could cope. We always feel in control and that’s what great systems give you. One of our board members said that of all the companies they’ve been involved with, we are the most resilient. A lot of that comes down to the data and clarity we now have – decision making is just so much easier.” Having experienced such a significant shift in their operations, systems and business outcomes, Michael and David say it has been an exciting journey with Skedulo. “Skedulo has grown with us over the past 3 years. The team is always looking at how to make the product more useful, and our Customer Success Manager has consistently worked with us to find fast solutions to any issues – sometimes even before we know we need them.” > “Skedulo will become even more central to the way we operate as we continue to grow. It will enable us to go to the next stage: expanding beyond our geographical territory and the range of services we deliver. There will be lots of disruption in the home healthcare sector in coming years, and our systems place us in a strong, agile and confident position.” ## Schedule smarter today --- --- url: "https://www.skedulo.com/customers/retaining-talent-with-intelligent-mobile-workforce-management-in-healthcare/" type: "caseStudy" title: "Unblocking Growth and Retaining Talent in Home and Coordinated Healthcare" date: "2018-08-07" description: "In this session, learn how you can make your mobile caregivers not only more productive, but happier employees. Retain top talent, be easy to work for, and watch your healthcare business grow!" lastmod: "2018-09-18" --- # Unblocking Growth and Retaining Talent in Home and Coordinated Healthcare ##### Date: Wednesday, September 26 ##### Time: 2:00 PM - 2:30 PM PST ##### Location: 6 Mint Plaza #602, San Francisco, CA, 94103 “The US will need to hire 2.3 million new health care workers by 2025 in order to adequately take care of its aging population,” CNN tells us. We know that our population is aging, including the nurses who care for the elderly. In fact, one-third of them are approaching retirement age. The bottom line is that there are not enough skilled healthcare workers to meet demand. That means hospitals, providers, and agencies are going to be fighting for talent. In this session, learn how you can make your mobile caregivers not only more productive, but happier employees. Retain top talent, be easy to work for, and watch your healthcare business grow! ### Speaker: #### Jeff Hallett ###### **VP of Product Management** **Easterseals** Starting out in GE's Corporate Research and Development Center, Jeff has over 25 years of experience in high assurance systems development and product creation as a software architect, organizational leader, and driver of operational excellence through TQM, Lean, and Agile practices.  Jeff has been in the Bay Area for over 20 years, moving across the continent from Schenectady to Sunnyvale with companies such as GE Medical Systems, Keane Consulting, ADAC Laboratories, Philips Healthcare, Elekta, and is currently with Easter Seals Bay Area as Vice President of Product Management, also acting as a principle methodologist for Lean and Agile time-to-market procedures and practices. Jeff's hobbies include scuba diving, golf, culinary arts, and is learning to play his 9th musical instrument now that his three children have begun lives of their own.  Two cats still linger around the house though, refusing to find meaningful employment of their own. --- --- url: "https://www.skedulo.com/customers/rocket-fiber/" type: "caseStudy" title: "Rocket Fiber" date: "2018-02-25" description: "Learn how Skedulo helped internet provider Rocket Fiber schedule mobile workers and improve scheduling efficiency in a demanding market." lastmod: "2018-03-20" --- # Rocket Fiber Skedulo helps change fiber installation by improving customer expectations and effectively schedule mobile workers in a demanding market. Mobile workforce scheduling can be a headache. Or, you can turn it into a key competitive advantage. See how Rocket Fiber, a leading internet service provider in Detroit, ensures efficiency in scheduling their mobile workers and exceeding customer expectations in a demanding market. --- --- url: "https://www.skedulo.com/customers/servicemaster-residential-vancouver/" type: "caseStudy" title: "ServiceMaster Residential Vancouver" date: "2018-11-20" description: "Learn how ServiceMaster Residential Vancouver leverages its use of Skedulo and Salesforce to improve its field service operations and deliver over 1,000 field service appointments each month." lastmod: "2023-10-05" --- # ServiceMaster Residential Vancouver ServiceMaster Residential Vancouver is a licensed business by ServiceMaster Canada and a premier provider of residential and strata cleaning in the Metro Vancouver region. ServiceMaster Clean Vancouver has grown over the last twenty years from under ten employees to over eighty, supported by over t… - **Residential Services Provider** — Industry: - **1,000+** — Number of Monthly Appointments: - **6** — Lines of Service ServiceMaster Residential Vancouver is a licensed business by ServiceMaster Canada and a premier provider of residential and strata cleaning in the Metro Vancouver region. ServiceMaster Clean Vancouver has grown over the last twenty years from under ten employees to over eighty, supported by over twenty-five service vehicles. During this growth, the company has leveraged its use of Skedulo and Salesforce to improve its field service operations and presently delivers over 1,000 field service appointments each month. ## About ServiceMaster Residential Vancouver “We’re a one source vendor for cleaning services for property managers,” says David Benoit, owner, president, and general manager of ServiceMaster Residential Vancouver. Over twenty years, Benoit has grown his business in the Vancouver metro area eightfold. During that time, Benoit has steadily evolved his operations from manual, paper-based processes to a fully mobile and paperless process with the best available technology to support his field staff. With 80 employees, more than 1,000 service appointments monthly, and 25 vans on the road, ServiceMaster Residential Vancouver needed a reliable system that would sync seamlessly with Salesforce and provide piece of mind to mobile employees and management that both the data going to and being collected from mobile devices was always trustworthy. #### Replacing a Broken Field Service Management System “We had a lot of problems with the quality of our data and the way it interacted with our CRM, Salesforce,” says Benoit. ServiceMaster Residential Vancouver had implemented a field service management solution that proved to have a very serious flaw: its connection to Salesforce simply did not work. “When the data wasn’t reliable, it really hurt us,” Benoit elaborates. “We had gaps in our service histories, which is a serious problem. As a service company, it’s very important that we keep great records of what we did on site: pictures, photos, notes. That broke quite often, and it caused problems for us.” The broken connection resulted in lost revenue, late customer notifications, and late payments. So when Benoit and his team set out to find a replacement for the broken field service management system, they had a clear, priority requirement: a seamless connection to Salesforce to ensure trustworthy data. #### Trustworthy Data and Simplified Scheduling Lead to Competitive Advantages "With Skedulo, we no longer have the data problem. We can count on that data, we can structure it the way we want to structure it, and then use it for other purposes, like marketing and sales,” says Benoit. Having a seamless connection between scheduling and service delivery data has enabled the company to make improvements to its overall customer experience. “With the completed field service information, we can send follow up information to the customers and make sure they are happy. We have better service records and can use it to identify additional sales opportunities to customers who are only using one line of service with us. So we can bundle opportunities,” explains Benoit. “It just really helps us tie everything together and give us that complete view.” Using data from Skedulo to trigger notification emails and text messages to customers have given ServiceMaster Residential an advantage in the marketplace. As the six service lines require different customer engagement on site—for example, a property manager may not require notification, but the on-site contact for a job will—tailoring the customer experience before _and_ after arriving onsite makes them stand out. > “To someone considering Skedulo, I would say that it’s going to allow you more complexity in your field management. It’s going to give you a tight integration to Salesforce, or whatever platform you want to use. And it allows you to connect the different areas of your business.” > > — David Benoit, Owner and President, ServiceMaster Residential Vancouver #### A Mobile App for the “Most Important” Employees in the Company “Our most important staff are our field staff,” says Benoit. “If they walk into a job site, and they don’t have what they need, it’s going to set a negative tone for the experience and you are going to lose that customer interaction or service call. We have to make sure that our field staff has the ability and confidence to do their jobs properly.” Skedulo’s mobile app is where ServiceMaster Residential Vancouver’s field staff “live” in their jobs, as Benoit describes it. The app, with its consumer grade look and feel, has made providing exceptional customer service easier for Benoit’s team and given them more control over their day. The service team often does not need to come into the office at all as everything they need is on mobile, creating more time in their day to deliver service. The operations team at ServiceMaster Residential Vancouver has a smoother day now with Skedulo, as well. “Their job is way easier. Nobody wants to be in a job where they are worried about someone not having the information they need. Before, the operations team would have sent a message and not known whether the person on the other end got it. Now, that isn’t an issue,” Benoit says. #### Expanding into Compliance and Safety As his business keeps growing, Benoit is continually looking for ways to improve his operation. Next, he plans to expand how they use Skedulo to support safety and compliance requirements. Services like window cleaning at height, for example, requires correct adherence to health and safety guidelines. “There are compliance tasks that must be done. We want peace of mind as a business that we are doing things correctly,” say Benoit. With Skedulo, ServiceMaster Residential Vancouver now has a tool in place that can easily be configured to meet the business’ evolving needs. > “With Skedulo, you no longer have that trust gap with the information. So if you are going to change a schedule on the fly, or update a work order, you know it’s going to the mobile device. It saves a lot of time.” > > — David Benoit, Owner and President, ServiceMaster Residential Vancouver ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/solace-pediatric-home-healthcare/" type: "caseStudy" title: "Solace Pediatric Home Healthcare" date: "2019-05-15" description: "With focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicians to patients, scheduling appointments, and helping manage pediatric care delivered in the home." lastmod: "2024-05-16" --- # Solace Pediatric Home Healthcare Since launching in 2005, Solace Pediatric Home Healthcare, the largest provider of its kind in Colorado, has grown impressively to more than 3,700 patient visits per week and 185 clinicians. With a sharp focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicia… - **Home Healthcare** — Industry: - **3,700** — Weekly Appointments: - **84%** — Reduction in Patient No-Shows: Since launching in 2005, Solace Pediatric Home Healthcare, the largest provider of its kind in Colorado, has grown impressively to more than 3,700 patient visits per week and 185 clinicians. With a sharp focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicians to patients, scheduling appointments, and helping manage pediatric care delivered in the home. ## About Solace Pediatric Home Healthcare Solace Pediatric Home Healthcare provides in-home pediatric nursing, occupational, physical, and speech/language therapy services to children from birth to 18 years in their home, pre-school, or natural setting. The company’s mission is to provide quality services that will help each child reach his or her best life with minimal disruption to their daily lives and activities. Their highly skilled clinicians are deeply passionate about providing the best service possible to the kids they see. And that drive comes straight from the top. “We’re a unique organization in that our leadership is primarily clinicians,” says CEO Darcie Peacock. “Giving our mobile clinicians options and control over how they spend their time is part of our strategy for recruiting and retaining the best pediatric clinicians in the state.” As its business grows rapidly–weekly home visits have increased by 50% YoY–Solace is constantly looking for ways to innovate its operations and better support its mobile clinicians as they serve patients and their families. Solace needed a flexible, unified system to respond quickly to referrals, match clinicians to families, schedule appointments, and collect data to make strong decisions for the future. Most importantly, they wanted a system that would help them advance in their mission and provide the best service possible to families. > “In healthcare, you have fewer resources that you need to do more with, so building efficiencies is a top priority for everybody. But don’t stop there. If we had only been looking to solve the scheduling issue and respond faster, we would have missed a lot of opportunities for our organization and our customers.” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ## Delays and Broken Systems Impacted the Mission As Solace continues to grow, the team’s dedication to its core values and those they serve remains the same. Investing in the right technology has always been a tool the company uses to advance its mission and service to children and families in addition to improving operations and efficiency. This is why several years ago, Solace tried another product for managing clinical schedules and matching patients to caregivers. Even with that system in place, the business was still relying on email communication to make important scheduling and assignment decisions. As Solace grew to as many as 85 evaluations each week, this manual process simply could not keep up with demand, nor was it making things easier for their clinicians. ### Delayed Action and Lost Data For a provider like Solace, the typical duration of service with a family is over a year, and there is enormous urgency at the beginning of the relationship to respond quickly to the families. “It comes down to the families first,” says Asya Rudikoff, Manager of Physical and Occupational Therapy at Solace. “Some of these families might have gotten recent diagnoses for their kids. They might be in a state of panic and really need support. So while we’re working out all of these operational pieces behind the scenes, these kids are sitting there waiting for us to get started. So there was a huge impact from the delay of getting these services to our families and overall access to care to the families that we serve.” Solace was struggling to keep up with the demand for its services. After receiving a referral or request for service from a family, the team responsible for onboarding patients and choosing their clinicians then had a hefty set of tasks to accomplish, punctuated by long wait times, just to get to an evaluation. The employee scheduling system they had in place simply did not work as promised and was not solving the problems of managing a workforce of mobile clinicians. “When we’d get referrals, first we’d have to think about which clinicians served the area. Then we’d have to think about who of the clinicians had availability and the right skills: who is a speech therapist, speaks Spanish, and has feeding training, for example. Then we’d email out to those clinicians. Then we’d wait and wait to hear back from them,” says Peacock. Not only was this manual process a challenge to the office staff, but for the clinicians on the go, as well. “We’ve all been out there on those visits, and we know it’s really challenging when you are working with a family to turn around, check your email, and try to respond really quickly to a referral,” says Peacock. Delayed responses turned into lost opportunities when other pediatric services responded faster to a referral. “We’d go back to our referral source at the end of the day and hear, 'Never mind, we already found someone,'” says Peacock. Back at the office, inconsistency and manual workarounds to compensate for the broken system compounded the problem. It also made it nearly impossible for Solace to track the data it wanted to make better business decisions. “Everybody on our patient access team had their own system. Many had their own intricate maps of where the clinicians were in the area they were responsible for finding referrals. It made things very challenging, especially if somebody was out or we had a challenge to solve with a particular family,” says Rudikoff. “It made it difficult for tracking purposes, to get any sort of data or trend how many referrals we were getting, in which disciplines and areas. It made it difficult to understand what our needs were from a hiring standpoint,” Rudikoff says. “Everyone was doing their own version of a tech system." ### The Importance of Matching Patient to Clinician In addition to speed of response to an initial referral, Solace wanted support to ensure that they were always assigning the best clinician who would be available to that family for the duration of service. Minimizing disruption to the families’ lives is an important part of Solace’s mission. “It’s really important that we get it right, right off the bat,” Peacock emphasizes. “If our initial clinician wasn’t the best-fitting person who was actually closest, and that drive gets to be too long over time, she may need to transition the patient to another clinician. That child has already formed a bond and has a connection to that initial clinician. They have to almost start all over if we move a new clinician into that territory. It delays their progress toward their goals.” The previous scheduling system was not robust or customizable enough to meet the clinicians’ needs, especially in a mobile context. They could not efficiently check their schedules, manage patient availability, or book appointments on their mobile devices. Even worse, the system crashed regularly一like when team members were on the phone with families trying to schedule appointments一and resulted in serious errors like double bookings or preventing clinicians from checking in and out of visits. Solace knew that they needed to find a new solution that was mobile friendly if they were going to keep their top talent and best serve their families. The team needed a mobile workforce management platform that could address the specific challenges of delivering home healthcare, scale with their business, and allow for customization where necessary. > “Our customers use Amazon and Uber, so they are coming to expect that higher level of technology. Much of the healthcare industry is lagging in that. We’re trying to be a leader. ” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ## “Transformational” Change with Skedulo Once the team at Solace learned about Skedulo, they moved quickly to evaluate the platform and company as a potential partner. Rudikoff remembers, “We were so excited that something that we thought only existed in a vision actually existed in a technological platform. We set up the demo and realized this was going to be a partnership that was worth investing in." One of the keys to Solace’s success with Skedulo was the strategic and deliberate manner in which the leadership executed their internal change management. The leadership team communicated purposefully with their mobile clinicians that a change was coming and explained how Skedulo would improve their ability to serve families. “All of our clinicians are in this to make a difference for the families. So always helping them to understand how operational changes impact the families built a lot of trust as we moved toward implementing Skedulo,” says Peacock. The leadership also understood that implementing a mobile workforce management solution would have a broad impact beyond scheduling. “It might not seem as though Skedulo will impact billing, or our health information management team, or our nursing team, but it truly does. So taking the time to understand what every department needs from this software in order to be successful a whole organization was really valuable,” says Rudikoff. ### A Better Experience for Families and Clinicians With its thoughtful use of the Skedulo platform, Solace has transformed how it engages with its patients and supports its mobile clinicians. Tangibly, this means faster and more accurate communication with families, reduced administrative burden on clinicians, and less time spent driving. “We wanted to engage differently with our customers,” says Peacock. "So now we use Skedulo to text them when we’ve found an evaluation spot for them. We do not have to play phone tag and make sure that this works when they are busy with their children. We also text the families a reminder before the appointment, and again when the clinician is on the way.” On Sunday afternoons, Solace’s families receive an email with their therapy schedule for the week. Many patients receive more than one kind of therapy from Solace, which can make appointments hard to track and leads to patient no-shows. With a reliable and accurate weekly email, “it helps set them up for success and significantly impacts the clinicians because people don’t forget their appointments,” says Rudikoff. Skedulo has also improved real-time communication between families and clinicians while reducing the administrative burden for therapists on the go. “Before, when a clinician was coming out of appointments, which are set up back-to-back, if they were running a few minutes behind, they’d have to stop and send a text to that family to let them know,” explains Peacock. “The system does that for them now.” **Altogether this has led to an 84% reduction in patient no-shows for appointments, just within one quarter of using Skedulo.** And it’s not the only results Solace has seen. Skedulo also helps reduce Solace clinicians’ time spent driving from appointment to appointment. “Our clinicians were spending a lot of time in the car. Some of that is the nature of home health, but we also realized we could have a lot more control over that to make sure that the clinicians—who are highly skilled and educated and are here to provide the best services for these kids—are spending their time treating patients instead of driving around town,” says Rudikoff. > “It’s been transformational for what we can provide to all of our customers. There are so many ways we’ve ended up using Skedulo that we couldn't imagine when we began this process. That’s what we love about the Skedulo platform.” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ### Breaking Down Silos and Hiring for the Future Like most healthcare companies, Solace operates on an Electronic Health Records (EHR) system and found that while the system tracked myriad details and metrics about their business, it was not supporting the type of strategic decision making they aspired to have. Adding Skedulo to their technology stack has allowed Solace to be more forward thinking. “The EHR tells us what we did. Skedulo tells us what our potential is--from all different angles,” says Peacock. “It helps us break down the silos between departments.” One area this has been most evident is in recruiting new clinicians, a major challenge in an industry with a notorious talent shortage. “Skedulo and Salesforce give us a bigger picture view outside of the metrics inside our EHR. One of our biggest goals is to make more strategic decisions that require coordination between the therapy team and the marketing and recruiting team. As we have visibility into schedules, caseload capacities, and openings in different areas for different disciplines, we’re able to have more intelligent conversations with our recruiting team to determine where we need to add more people,” says Rudikoff. “It’s really elevating our game from a recruiting and operational standpoint.” > “We've had an overwhelmingly positive response about ease of use. We regularly hear from clinicians how our centralized, mobile scheduling system is a game changer in the market. It's a huge selling point from a recruiting and marketing standpoint.” > > — Asya Rudikoff, Manager of Physical and Occupational Therapy at Solace Pediatric Home Healthcare ## Solace Serves Families Better with Skedulo “Our biggest goal at Solace is taking care of our families, and we do that by taking care of our clinicians. If we can take the administrative burden off them, if we can let them go out and be clinicians and let them do what they are trained to and serve these families, then these families ultimately get better care,” says Rudikoff. As Solace looks to the future and continuing its rapid growth, the leadership is confident they have the right technology to scale and innovate with them over time. “Right from the start, we saw that Skedulo was going to make our lives easier. We know that we’ll be different in another year. We feel like we’ve got a great partner and that we can keep transforming how we use the platform and better the lives of our families and our clinicians,” says Peacock. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/solace-pediatric-home-healthcare-ppc/" type: "caseStudy" title: "Solace Pediatric Home Healthcare" date: "2019-06-21" description: "With focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicians to patients, scheduling appointments, and helping manage pediatric care delivered in the home." lastmod: "2019-07-12" noindex: "true" --- # Solace Pediatric Home Healthcare Since launching in 2005, Solace Pediatric Home Healthcare, the largest provider of its kind in Colorado, has grown impressively to more than 3,700 patient visits per week and 185 clinicians. With a sharp focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicia… - **Home Healthcare** — Industry: - **3,700** — Weekly Appointments: - **84%** — Reduction in Patient No-Shows: Since launching in 2005, Solace Pediatric Home Healthcare, the largest provider of its kind in Colorado, has grown impressively to more than 3,700 patient visits per week and 185 clinicians. With a sharp focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicians to patients, scheduling appointments, and helping manage pediatric care delivered in the home. ## About Solace Pediatric Home Healthcare Solace Pediatric Home Healthcare provides in-home pediatric nursing, occupational, physical, and speech/language therapy services to children from birth to 18 years in their home, pre-school, or natural setting. The company’s mission is to provide quality services that will help each child reach his or her best life with minimal disruption to their daily lives and activities. Their highly skilled clinicians are deeply passionate about providing the best service possible to the kids they see. And that drive comes straight from the top. “We’re a unique organization in that our leadership is primarily clinicians,” says CEO Darcie Peacock. “Giving our mobile clinicians options and control over how they spend their time is part of our strategy for recruiting and retaining the best pediatric clinicians in the state.” As its business grows rapidly–weekly home visits have increased by 50% YoY–Solace is constantly looking for ways to innovate its operations and better support its mobile clinicians as they serve patients and their families. Solace needed a flexible, unified system to respond quickly to referrals, match clinicians to families, schedule appointments, and collect data to make strong decisions for the future. Most importantly, they wanted a system that would help them advance in their mission and provide the best service possible to families. > “In healthcare, you have fewer resources that you need to do more with, so building efficiencies is a top priority for everybody. But don’t stop there. If we had only been looking to solve the scheduling issue and respond faster, we would have missed a lot of opportunities for our organization and our customers.” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ## Delays and Broken Systems Impacted the Mission As Solace continues to grow, the team’s dedication to its core values and those they serve remains the same. Investing in the right technology has always been a tool the company uses to advance its mission and service to children and families in addition to improving operations and efficiency. This is why several years ago, Solace tried another product for managing clinical schedules and matching patients to caregivers. Even with that system in place, the business was still relying on email communication to make important scheduling and assignment decisions. As Solace grew to as many as 85 evaluations each week, this manual process simply could not keep up with demand, nor was it making things easier for their clinicians. ### Delayed Action and Lost Data For a provider like Solace, the typical duration of service with a family is over a year, and there is enormous urgency at the beginning of the relationship to respond quickly to the families. “It comes down to the families first,” says Asya Rudikoff, Manager of Physical and Occupational Therapy at Solace. “Some of these families might have gotten recent diagnoses for their kids. They might be in a state of panic and really need support. So while we’re working out all of these operational pieces behind the scenes, these kids are sitting there waiting for us to get started. So there was a huge impact from the delay of getting these services to our families and overall access to care to the families that we serve.” Solace was struggling to keep up with the demand for its services. After receiving a referral or request for service from a family, the team responsible for onboarding patients and choosing their clinicians then had a hefty set of tasks to accomplish, punctuated by long wait times, just to get to an evaluation. The employee scheduling system they had in place simply did not work as promised and was not solving the problems of managing a workforce of mobile clinicians. “When we’d get referrals, first we’d have to think about which clinicians served the area. Then we’d have to think about who of the clinicians had availability and the right skills: who is a speech therapist, speaks Spanish, and has feeding training, for example. Then we’d email out to those clinicians. Then we’d wait and wait to hear back from them,” says Peacock. Not only was this manual process a challenge to the office staff, but for the clinicians on the go, as well. “We’ve all been out there on those visits, and we know it’s really challenging when you are working with a family to turn around, check your email, and try to respond really quickly to a referral,” says Peacock. Delayed responses turned into lost opportunities when other pediatric services responded faster to a referral. “We’d go back to our referral source at the end of the day and hear, 'Never mind, we already found someone,'” says Peacock. Back at the office, inconsistency and manual workarounds to compensate for the broken system compounded the problem. It also made it nearly impossible for Solace to track the data it wanted to make better business decisions. “Everybody on our patient access team had their own system. Many had their own intricate maps of where the clinicians were in the area they were responsible for finding referrals. It made things very challenging, especially if somebody was out or we had a challenge to solve with a particular family,” says Rudikoff. “It made it difficult for tracking purposes, to get any sort of data or trend how many referrals we were getting, in which disciplines and areas. It made it difficult to understand what our needs were from a hiring standpoint,” Rudikoff says. “Everyone was doing their own version of a tech system." ### The Importance of Matching Patient to Clinician In addition to speed of response to an initial referral, Solace wanted support to ensure that they were always assigning the best clinician who would be available to that family for the duration of service. Minimizing disruption to the families’ lives is an important part of Solace’s mission. “It’s really important that we get it right, right off the bat,” Peacock emphasizes. “If our initial clinician wasn’t the best-fitting person who was actually closest, and that drive gets to be too long over time, she may need to transition the patient to another clinician. That child has already formed a bond and has a connection to that initial clinician. They have to almost start all over if we move a new clinician into that territory. It delays their progress toward their goals.” The previous scheduling system was not robust or customizable enough to meet the clinicians’ needs, especially in a mobile context. They could not efficiently check their schedules, manage patient availability, or book appointments on their mobile devices. Even worse, the system crashed regularly一like when team members were on the phone with families trying to schedule appointments一and resulted in serious errors like double bookings or preventing clinicians from checking in and out of visits. Solace knew that they needed to find a new solution that was mobile friendly if they were going to keep their top talent and best serve their families. The team needed a mobile workforce management platform that could address the specific challenges of delivering home healthcare, scale with their business, and allow for customization where necessary. > “Our customers use Amazon and Uber, so they are coming to expect that higher level of technology. Much of the healthcare industry is lagging in that. We’re trying to be a leader. ” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ## “Transformational” Change with Skedulo Once the team at Solace learned about Skedulo, they moved quickly to evaluate the platform and company as a potential partner. Rudikoff remembers, “We were so excited that something that we thought only existed in a vision actually existed in a technological platform. We set up the demo and realized this was going to be a partnership that was worth investing in." One of the keys to Solace’s success with Skedulo was the strategic and deliberate manner in which the leadership executed their internal change management. The leadership team communicated purposefully with their mobile clinicians that a change was coming and explained how Skedulo would improve their ability to serve families. “All of our clinicians are in this to make a difference for the families. So always helping them to understand how operational changes impact the families built a lot of trust as we moved toward implementing Skedulo,” says Peacock. The leadership also understood that implementing a mobile workforce management solution would have a broad impact beyond scheduling. “It might not seem as though Skedulo will impact billing, or our health information management team, or our nursing team, but it truly does. So taking the time to understand what every department needs from this software in order to be successful a whole organization was really valuable,” says Rudikoff. ### A Better Experience for Families and Clinicians With its thoughtful use of the Skedulo platform, Solace has transformed how it engages with its patients and supports its mobile clinicians. Tangibly, this means faster and more accurate communication with families, reduced administrative burden on clinicians, and less time spent driving. “We wanted to engage differently with our customers,” says Peacock. "So now we use Skedulo to text them when we’ve found an evaluation spot for them. We do not have to play phone tag and make sure that this works when they are busy with their children. We also text the families a reminder before the appointment, and again when the clinician is on the way.” On Sunday afternoons, Solace’s families receive an email with their therapy schedule for the week. Many patients receive more than one kind of therapy from Solace, which can make appointments hard to track and leads to patient no-shows. With a reliable and accurate weekly email, “it helps set them up for success and significantly impacts the clinicians because people don’t forget their appointments,” says Rudikoff. Skedulo has also improved real-time communication between families and clinicians while reducing the administrative burden for therapists on the go. “Before, when a clinician was coming out of appointments, which are set up back-to-back, if they were running a few minutes behind, they’d have to stop and send a text to that family to let them know,” explains Peacock. “The system does that for them now.” **Altogether this has led to an 84% reduction in patient no-shows for appointments, just within one quarter of using Skedulo.** And it’s not the only results Solace has seen. Skedulo also helps reduce Solace clinicians’ time spent driving from appointment to appointment. “Our clinicians were spending a lot of time in the car. Some of that is the nature of home health, but we also realized we could have a lot more control over that to make sure that the clinicians—who are highly skilled and educated and are here to provide the best services for these kids—are spending their time treating patients instead of driving around town,” says Rudikoff. > “It’s been transformational for what we can provide to all of our customers. There are so many ways we’ve ended up using Skedulo that we couldn't imagine when we began this process. That’s what we love about the Skedulo platform.” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ### Breaking Down Silos and Hiring for the Future Like most healthcare companies, Solace operates on an Electronic Health Records (EHR) system and found that while the system tracked myriad details and metrics about their business, it was not supporting the type of strategic decision making they aspired to have. Adding Skedulo to their technology stack has allowed Solace to be more forward thinking. “The EHR tells us what we did. Skedulo tells us what our potential is--from all different angles,” says Peacock. “It helps us break down the silos between departments.” One area this has been most evident is in recruiting new clinicians, a major challenge in an industry with a notorious talent shortage. “Skedulo and Salesforce give us a bigger picture view outside of the metrics inside our EHR. One of our biggest goals is to make more strategic decisions that require coordination between the therapy team and the marketing and recruiting team. As we have visibility into schedules, caseload capacities, and openings in different areas for different disciplines, we’re able to have more intelligent conversations with our recruiting team to determine where we need to add more people,” says Rudikoff. “It’s really elevating our game from a recruiting and operational standpoint.” > “We've had an overwhelmingly positive response about ease of use. We regularly hear from clinicians how our centralized, mobile scheduling system is a game changer in the market. It's a huge selling point from a recruiting and marketing standpoint.” > > — Asya Rudikoff, Manager of Physical and Occupational Therapy at Solace Pediatric Home Healthcare ## Solace Serves Families Better with Skedulo “Our biggest goal at Solace is taking care of our families, and we do that by taking care of our clinicians. If we can take the administrative burden off them, if we can let them go out and be clinicians and let them do what they are trained to and serve these families, then these families ultimately get better care,” says Rudikoff. As Solace looks to the future and continuing its rapid growth, the leadership is confident they have the right technology to scale and innovate with them over time. “Right from the start, we saw that Skedulo was going to make our lives easier. We know that we’ll be different in another year. We feel like we’ve got a great partner and that we can keep transforming how we use the platform and better the lives of our families and our clinicians,” says Peacock. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/sports-kickstart/" type: "caseStudy" title: "Sports Kickstart" date: "2018-07-04" description: "Sports Kickstart is a sports institute that trains children and adults in a positive and professional environment specializing in soccer and baseball. Learn how Sports Kickstart used Skedulo to reduce time spent scheduling by 40%." lastmod: "2023-10-05" --- # Sports Kickstart Sports Kickstart is a sports institute that trains children and adults in a positive and professional environment. Based in Sydney, Kickstart offers professional full-time coaches that specialize in soccer and baseball, while providing an enthusiastic environment for children to learn and develop.… - **Training & Coaching** — Industry - **+15%** — YOY growth - **-40%** — Time to schedule ## About Sports Kickstart Sports Kickstart is a sports institute that trains children and adults in a positive and professional environment. Based in Sydney, Kickstart offers professional full-time coaches that specialize in soccer and baseball, while providing an enthusiastic environment for children to learn and develop. Sports Kickstart’s philosophy is built on the understanding that children love to have fun and enjoy excelling at what they enjoy doing while improving their confidence, future success, and momentum to build upon themselves. Learn how Sports Kickstart used Skedulo to solve scheduling and communication challenges to nearly double their year-over-year growth to 15% and reduce time spent scheduling by 40%. ## Challenge Sports Kickstart was growing quicker than their processes could manage as there are very few sport institutes that can deliver the professional support that they can. Using spreadsheets, email, and text messaging to relay assignments became cumbersome as the team grew. This manual process was very time consuming, and Kickstart’s schedulers were spending too many hours confirming the details of who, what, and where than was reasonable. And with so many manual processes, their data had become unreliable and human error was unavoidable. Sports Kickstart knew they could not continue with this manual process and took advantage of growing demand for their programs at the same time. The number one priority for Kickstart was to get the information to the team on the road as quickly and as efficiently as possible. Kickstart launched their search for a solution that would move information quickly and reliably from the office to the road and back, would integrate with their Salesforce CRM, and was capable of automating scheduling capabilities reliably. > “When you have 50 sessions and 50 jobs a week, you can easily control it. Once it gets to 300-400 sessions per week you need to improve the structure. We needed something that was scalable, accurate, and easy to use.” > > — Diego Ros, General Manager Sports and Soccer ### Re-Allocating People Hours Spent on Old Scheduling Proccesses By adding Skedulo’s native solution to their Salesforce CRM, Sports Kickstart was able to leverage one platform to centralize their scheduling data and processes, and ultimately solve their number one problem of disparate, inaccurate communication. In just three months, Sports Kickstart implemented Skedulo, including the specialized configurations needed to map the solution to their nuanced business needs and ensure scalability. With a workforce and customer base dominated by tech savvy millennials, Kickstart was thoughtful about choosing a solution that met their expectations. “We looked for a few options, but we needed something to integrate with Salesforce as it was our CRM. It needed to be quite customizable, but also have a general structure,” said Ros. In just three months, Sports Kickstart implemented Skedulo, including the specialized configurations needed to map the solution to their nuanced business needs and ensure scalability. With a workforce and customer base dominated by tech savvy millennials, Kickstart was thoughtful about choosing a solution that met their expectations. “We work a lot with millennials. They have high expectations of technology and features,” says Ros. “You can see on out customers faces that Skedulo has a level of color and fun to it. It’s not just a black and white app that is boring. It’s got some cool features to interact with.” ### Results With Skedulo, Sports Kickstart has reduced time spent scheduling by 40% and no longer relies on spreadsheets, emails, and text messaging to communicate vital business information. The coaches and staff at Sports Kickstart report that the Skedulo mobile app is intuitive and easy to use, and now that time saved can be put towards projects to help Sports Kickstart continue its impressive growth. Skedulo has been so helpful to the business that Sports Kickstart promotes its use of the solution to its customers, who appreciate the use of modern technology and understand its benefits. Moreover, Kickstart’s coaches and staff find it is easy to train new employees on Skedulo thanks to its intuitive design. “The transition was quite seamless and this was very important for us. You don’t need a manual to transition to using Skedulo. Even with Salesforce integrated, it was quite simple to understand,” Ros says. “Skedulo really made the experience enjoyable and we feel like we matter.” > “Our business is growing since we started using Skedulo. We are seeing 15% growth year-over-year. We can continue to grow and it grows with us. Before using Skedulo, we were growing 7% to 9% year-over-year,” > > — Diego Ros, General Manager Sports and Soccer ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/sunrun/" type: "caseStudy" title: "Sunrun" date: "2019-12-11" description: "Sunrun, the nation's leading home solar and battery company, uses Skedulo to consolidate data, schedule, analyze, and optimize across its retail locations to roll out solar technology across the country." lastmod: "2023-01-17" --- # Sunrun Sunrun is a big company with a big mission: to create a planet run by the sun. Since 2007, Sunrun has helped 271,000 customers save more than $300 million on their utility bills. But as they sought to further their mission, they needed a better way to manage their retail sales operations and scale… - **Solar Energy** — Industry - **More than $300M** — Savings in homeowner utility bills ## Sunrun Shines with Skedulo Sunrun is a big company with a big mission: to create a planet run by the sun. Since 2007, Sunrun has helped 271,000 customers save more than $300 million on their utility bills. But as they sought to further their mission, they needed a better way to manage their retail sales operations and scale their organization. ## Creating a Planet Run by the Sun Sunrun is a US-based provider of retail solar electricity serving 22 states plus DC and Puerto Rico. With Sunrun’s residential rooftop solar, storage, and energy services, homeowners can save money while dramatically reducing the amount of air pollution and carbon dioxide emissions they release into the atmosphere. With hundreds of solar advisors in hundreds of retail locations, Sunrun partners with grocery stores and home improvement stores to educate customers on the benefits of solar energy. They help people understand their energy needs, see if they qualify for a solar installation, and then set up in-home appointments on the spot with a solar expert. Before Skedulo, Sunrun’s scheduling supervisors used a variety of manual, ad-hoc scheduling methods, including Excel, Google sheets, and email. “From a leadership perspective, we didn’t have visibility into what was going on in the field — what stores we were staffing that day, who was supposed to be there, or whether they were showing up,” says Ellen Jokerst, retail scheduling coordinator at Sunrun. > “From a leadership perspective, we didn’t have visibility into what was going on in the field — what stores we were staffing that day, who was supposed to be there, or whether they were showing up.” > > — Ellen Jokerst, Retail Scheduling Coordinator at Sunrun ## Spreading Light on Expanding Operations Sunrun wanted a solution that integrated with their Salesforce CRM instance and provided the right functionality that would scale as they dispatched more solar advisors to more locations. The team wanted visibility into what was happening that day with their employees staffed at retail locations. And the regional managers needed a much simpler and more reliable way to schedule their teams. Skedulo’s mobile workforce management solution was the right fit for Sunrun’s growing retail operations. “We were really impressed by Skedulo’s simple architecture, user friendliness, and customization options,” Jokerst says. “The great Skedulo team was really responsive to our needs and built a shared understanding,” adds Tim Haines, senior product manager at Sunrun. Today, Skedulo makes it easier for Sunrun to schedule their solar advisors across their retail locations and strengthen their relationships with retailers. “We’re in hundreds of stores across the US, so we needed a tool so that we could see where our solar advisors were and whether they were checked in,” says Jokerst. “Attendance is very important to maintaining those retail partnerships.” Not only does Skedulo help Sunrun to manage their retail operations at scale, Skedulo also helps them to understand their mobile employee performance at a more detailed level. “With Skedulo, now we can dial into a specific solar advisor at a specific store and compare their hours worked and performance against the rest of the team,” says Jokerst. “We can have a better understanding of the best fit for the right person at the right store at the right time.” At the greater business level, Skedulo provides visibility into what’s happening in the field and drives key decision making towards operational efficiency. “Our management really loves it,” Jokerst says. “It helps us to know whether we need to increase support or headcount in a certain area. And our communication is much more efficient.” > “Our management really loves Skedulo. It helps us to know whether we need to increase support or headcount in a certain area. And our communication is much more efficient.” > > — Ellen Jokerst, Retail Scheduling Coordinator at Sunrun ## Scaling Sunrun with Skedulo Sunrun believes that Skedulo is a key partner in advancing their mission of a world powered by the sun. “It’s really allowed us to scale. We had a drastic increase in our foothold and a drastic expansion and Skedulo was able to scale right there with us,” says Jokerst. > “Skedulo has really allowed us to scale. We had a drastic increase in our foothold and a drastic expansion and Skedulo was able to scale right there with us.” > > — Ellen Jokerst, Retail Scheduling Coordinator at Sunrun Sunrun’s team now spends less time scheduling and more time with customers to better understand their energy needs. “By enabling us to scale our retail footprint and schedule it efficiently, we are able to get in front of more homeowners to sell more solar battery and backup systems,” says Haines. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/customers/where-food-comes-from/" type: "caseStudy" title: "Where Food Comes From" date: "2018-02-20" description: "Skedulo’s scheduling software helped Where Food Comes From gain visibility into their mobile workforce and increase profitability." lastmod: "2019-06-18" --- # Where Food Comes From Where Food Comes From coordinates a mobile workforce of independent inspectors who verify food quality and handling practices all over the nation. Their mission is to ensure that everyone interested in the quality of food—from growers and farmers to retailers and shoppers—is able to gain full visib… - **Agriculture** — Industry - **60+** — No. of Mobile Employees - **2,600+** — Inspections Per Year Where Food Comes From coordinates a mobile workforce of independent inspectors who verify food quality and handling practices all over the nation. Their mission is to ensure that everyone interested in the quality of food—from growers and farmers to retailers and shoppers—is able to gain full visibility into the complex process of creating and transferring foods from farm to table. ### The Challenge: Visibility and Uncertainty The independent auditors contracting with Where Food Comes From are quite literally in the field as a mobile workforce. Getting information to them, receiving audits back from them, and even knowing where they are at any given point were all real challenges. The uncertainty slowed down operations and stretched out the billing process. ### The Solution: Mobile Workforce Management Leveraging Skedulo’s Mobile Workforce Management platform, integrated with their Salesforce CRM, made everything more transparent and virtually instantaneous. Every part of Where Food Comes From saw great results: - Auditors got the info they needed while the company’s sensitive data stayed protected. - Schedulers gained insights into workloads and resource utilization. - The finance department could start billing immediately at the conclusion of an audit, based on the work that was actually performed. > “Everyone can agree from our production team to finance to scheduling team that Skedulo has made their lives so much better and removed that heartburn they were having due to the manual scheduling and managing of the auditors in the field.” > > — Chris Sanchez, IT Director, Where Food Comes From ### Results With Skedulo The level shift in efficiency from start to finish has enabled Where Food Comes From to recognize revenue in tighter cycles and transition to a sustainable growth model. They are now using Skedulo for four sub-companies in other industries and rolling out plans for international expansion. [Download now](https://www.skedulo.com/thank-you/where-food-comes-from-case-study/) ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/dinner-with-skedulo-at-himss19/" type: "page" title: "Dinner with Skedulo" noindex: "true" --- # Dinner with Skedulo ## Dinner with Skedulo --- --- url: "https://www.skedulo.com/enterprise/" type: "page" title: "The scheduling platform crafted for the needs of large and complex teams" description: "Enterprise companies trust Skedulo for complex employee scheduling and mobile workforce management. Save time, keep your field teams productive and happy." lastmod: "2023-08-14" --- # The scheduling platform crafted for the needs of large and complex teams _Skedulo for Enterprise_ ## Enterprise scheduling on our Pulse Platform Schedule employees and contractors across regions, roles and services. Our Pulse Platform gives you room to build the data, workflows and integrations your frontline operation needs. ## Trusted by businesses worldwide > “Skedulo has really allowed us to scale. We had a drastic increase in our foothold and a drastic expansion and Skedulo was able to scale right there with us.” > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun ## On average, our customers experience... - **48%** — Reduction in time to schedule - **15%** — Increase in billable appointments - **20%** — Increase in deskless worker productivity - **68%** — Increase in customer satisfaction (up to 68%) _Skedulo MasterMind_ ## Optimize at scale with Mastermind Mastermind evaluates scheduling options against your rules, constraints and objectives, from an individual assignment to a large-scale schedule. ### Rules-based allocation Allocate work using the qualifications, availability and other conditions you define. Apply the same scheduling policies across employees and contractors. ### Balance competing priorities Compare recommendations against customer commitments, workforce capacity and business objectives. Use optimization to evaluate the trade-offs across a complex schedule. ### Account for travel Include travel time and location when assigning work. Group nearby appointments where skills, availability and service commitments allow. _Security & Privacy_ ## Enterprise-grade security ### GDPR Data porting or deletion available for all users or individuals with automatic data expiration. ### Data encryption All Skedulo data is encrypted in flight (TLS 1.2) and at rest (AES 256) on our virtual private cloud with access control lists. ### Authentication Support for single sign-on, two-factor authentication, and user roles and permissions. ### Compliance SOC2 Type I certified. HIPAA/HITECH compliance assessment. _Integration_ ## Part of your enterprise systems Connect scheduling with your CRM, HR and other business systems through packaged, configurable or custom integrations. We'll help you establish the scope for each connection. ## Support for rollout and everyday operations ### Team onboarding Plan the move to Skedulo with guidance on onboarding and the changes your teams will need to make. ### Account management Work with our customer success team to review how Skedulo supports your operation and where you want to take it next. ### Dedicated 24/7 support Get help with product questions and operational issues under your support agreement. ## Bring us your scheduling requirements --- --- url: "https://www.skedulo.com/events/2019-salesforce-world-tour-boston/" type: "event" title: "Salesforce World Tour Boston" location: "Boston" date: "2019-04-03" endDate: "2019-04-03" status: "ended" description: "Stop by our booth at Salesforce World Tour Boston to see how we can help you schedule, dispatch, and manage your mobile workforce." lastmod: "2019-03-29" --- # Salesforce World Tour Boston _April 3, 2019_ ### Event details - **Location** — Boston - **Date & Time** — April 3, 2019 ### Overview Attend the Salesforce World Tour 2019 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo's mobile workforce management solution intelligently schedules, dispatches and tracks jobs in the field. Skedulo connects the office and field through real-time visibility and communication. For schedulers, we simplify matching the needs of complex jobs, worker skills, and customer preferences. Your teams in the field get a mobile app that helps deliver a first-class on-site experience. Reduce costs, improve productivity and make your employees and customers happier with Skedulo. Come see us at the Salesforce World Tour in Boston and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/2019/salesforce-world-tour-toronto/" type: "event" title: "Salesforce World Tour Toronto" location: "Toronto, Canada" date: "2019-04-11" endDate: "2019-04-11" status: "ended" description: "Stop by our booth at Salesforce World Tour Toronto to see how we can help you schedule, dispatch, and manage your mobile workforce." lastmod: "2019-04-10" --- # Salesforce World Tour Toronto _April 11, 2019_ ### Event details - **Location** — Toronto, Canada - **Date & Time** — April 11, 2019 ### Overview Attend the Salesforce World Tour 2019 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo's mobile workforce management solution intelligently schedules, dispatches and tracks jobs in the field. Skedulo connects the office and field through real-time visibility and communication. For schedulers, we simplify matching the needs of complex jobs, worker skills, and customer preferences. Your teams in the field get a mobile app that helps deliver a first-class on-site experience. Reduce costs, improve productivity and make your employees and customers happier with Skedulo. Come see us at the Salesforce World Tour in Toronto and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/2nd-aged-care-tech-forum/" type: "event" title: "2nd Aged Care Tech Forum" location: "Melbourne, Australia" date: "2019-06-18" endDate: "2019-06-20" status: "ended" description: "Skedulo at Akolade's 2nd Aged Care Tech Forum in Melbourne, June 18-20, 2019: case studies and strategies on technology in aged care." lastmod: "2019-05-15" --- # 2nd Aged Care Tech Forum _June 18 - June 20, 2019_ ### Event details - **Location** — Melbourne, Australia - **Date & Time** — June 18 - June 20, 2019 ### Overview Skedulo will be at Akolade’s **2nd Aged Care Tech Forum 2019** which provides leading case studies exploring methods to embed technology as part of your organizational strategy. This summit brings together key technology and aged care experts to deliver case studies, insights and strategies to drive consumer-directed care, enable an ‘intelligent environment’ and capitalize on data and biometrics to enhance the quality of care for senior Australians. Schedule a meeting now to learn how Skedulo can help improve efficiencies and optimize experiences for patients and caregivers. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/aged-care-sit-down-2019/" type: "event" title: "Aged Care Sit-Down 2019" location: "Sydney, Australia" date: "2019-08-13" endDate: "2019-08-14" status: "ended" description: "Join us in Sydney to learn how Skedulo for Healthcare can help your organization reduce costs, improve efficiencies, and serve more patients." lastmod: "2019-07-30" --- # Aged Care Sit-Down 2019 _August 13 - August 14, 2019_ ### Event details - **Location** — Sydney, Australia - **Date & Time** — August 13 - August 14, 2019 ### Overview Join Skedulo at the Aged Care Sit-Down at the Doltone House Hyde Park in Sydney! This event will bring together more than 150 senior Aged Care professionals in private and interactive settings to discuss and uncover common challenges and possible solutions facing the healthcare industry today. The program will highlight discussions around: - Aged Care workforce approach to achieving a service-centric workforce - Leveraging technology to enhance service delivery - Impact of the Royal Commission on Aged Care technology - Continuous improvement, change and transformation management Don't wait to book your time with our team! We'd love to show you a demo of how Skedulo for Healthcare can help reduce costs, improve efficiencies, retain your top talent and serve more patients! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/appexchange-demo-jam-healthcare-june-2021/" type: "event" title: "AppExchange Demo Jam, Healthcare - June 2021" location: "Online" date: "2021-06-17" endDate: "2021-06-17" status: "ended" description: "Join Skedulo for an epic battle of the app demos! Salesforce AppExchange partners will each have three minutes to demo their Healthcare tech for the audience vote. Hosted by Salesforce MVPs, you won't want to miss this game show-style event highlighting Healthcare solutions!" lastmod: "2021-06-11" --- # AppExchange Demo Jam, Healthcare - June 2021 _June 17, 2021_ ### Event details - **Location** — Online - **Date & Time** — June 17, 2021 ### Overview **Date & Time: June 17, 2021 10:00am Pacific Time / 1:00pm Eastern Time (US and Canada)** [**Register now**](https://salesforce.zoom.us/webinar/register/WN_JMwTn4RtT2eDnBUVX1SKbQ) ### Description: Join Skedulo for an epic battle of the app demos! Salesforce AppExchange partners will each have three minutes to demo their Healthcare tech for the audience vote. Hosted by Salesforce MVPs, you won't want to miss this game show‑style event highlighting Healthcare solutions! This event has ended ## Scheduling for people who help people Skedulo for Healthcare [Learn more](https://www.skedulo.com/industries/healthcare-human-services/) --- --- url: "https://www.skedulo.com/events/arizona-in-home-care-association-conference-2019/" type: "event" title: "Arizona in Home Care Association Conference 2019" location: "Scottsdale, Arizona" date: "2019-08-23" endDate: "2019-08-23" status: "ended" description: "Join Skedulo in Scottsdale, AZ for the AZNHA 2019 Conference to learn how Skedulo can help you reduce cost, improve efficiencies, and serve more patients." lastmod: "2019-07-29" --- # Arizona in Home Care Association Conference 2019 _August 23, 2019_ ### Event details - **Location** — Scottsdale, Arizona - **Date & Time** — August 23, 2019 ### Overview Skedulo is excited to be heading to the Arizona In-Home Care Association 2019 Conference in Scottsdale. This one-day event is the perfect opportunity to learn from leading industry professionals about best practices and how to navigate the challenges facing today's modern healthcare workforce. Stop by our booth and meet our team to learn how Skedulo's mobile workforce management solution can help reduce costs, improve efficiencies, serve more patients, and retain your top talent. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/better-together-2022/" type: "event" title: "Better Together, a Skedulo Event" location: "Rooftop at VIA (Hotel VIA); San Francisco, CA" date: "2022-09-21" endDate: "2022-09-21" status: "ended" description: "Join our executives and fellow industry peers while enjoying a night of music, appetizers, and drinks while overlooking the beautiful San Francisco skyline." lastmod: "2022-09-22" --- # Better Together, a Skedulo Event _September 21, 2022_ ### Event details - **Location** — Rooftop at VIA (Hotel VIA); San Francisco, CA - **Date & Time** — September 21, 2022 ### Overview **Join our executives and fellow industry peers for a night of networking at the Hotel VIA Rooftop (next to Oracle Park).** Enjoy a night of music, appetizers, and drinks while overlooking the beautiful San Francisco skyline. This is one of the most exciting venues located at Hotel VIA, so please RSVP to save your spot as space is limited. **Location:**Rooftop at VIA (Hotel VIA) 138 King Street San Francisco, CA 94107 **Date & Time:**Wednesday, September 21, 2022 4:00 PM - 6:00 PM PT ## Meet 1:1 with a Skedulo Expert Schedule a meeting with one of our team members to learn how Skedulo makes managing your mobile workforce easy. Select to meet with a Skedulo expert 1:1 on the form on this page, and a Skedulo team member will reach out to you. ## Get to know your Skedulo Team ## Get to know our ISV Partners This event has ended ## RSVP today for Better Together, a Skedulo Event! Feel free to book a 1:1 consultative meeting with a Skedulo expert on the form above. --- --- url: "https://www.skedulo.com/events/connected-britain-2022/" type: "event" title: "Connected Britain 2022" location: "Business Design Centre, Islington, London" date: "2022-09-20" endDate: "2022-09-21" status: "ended" description: "Meet with Skedulo at Connected Britain 2022! Featuring over two days of curated content from over 250 innovators and disruptors in the telecoms sector: Connected Britain brings together the entire UK connectivity ecosystem together for two days of essential learning and networking." --- # Connected Britain 2022 _September 20 - September 21, 2022_ ### Event details - **Location** — Business Design Centre, Islington, London - **Date & Time** — September 20 - September 21, 2022 ### Overview **When: September 20-21, 2022 Where: Business Design Centre, Islington, London** ### Meet and connect with those transforming UK connectivity with new ideas and new ways of thinking. Featuring over two days of curated content from over 250 innovators and disruptors in the telecoms sector: Connected Britain brings together the entire UK connectivity ecosystem together for two days of essential learning and networking. ### Meet with Skedulo! Sign up now using the form on this page for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to meet you at Connected Britain! [Visit the Connected Britain 2022 site](https://www.terrapinn.com/conference/connected-britain/index.stm) This event has ended ## Skedulo for Field Service Digitally transform your Field Service business with Skedulo—optimize schedules, improve productivity, and cut costs. [Learn more](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/events/customer-event-sydney-2024/" type: "event" title: "Skedulo Healthcare Customer Event 2024: Connect, Learn, and Innovate in Sydney" location: "Online" date: "2024-08-01" endDate: "2024-08-01" status: "ended" description: "Skedulo's healthcare customer event at Sydney Startup Hub on 1 August 2024: roadmap presentation, customer stories, workshops and panel discussions." --- # Skedulo Healthcare Customer Event 2024: Connect, Learn, and Innovate in Sydney _August 1, 2024_ ### Event details - **Location** — Online - **Date & Time** — August 1, 2024 ### Overview ### Connect with Skedulo and Industry Leaders in Sydney for an Insightful Healthcare Customer Event Join us for an exclusive healthcare-focused Skedulo Customer Event in Sydney, designed to create connections between customers and discuss how Skedulo can support industry challenges. **Event Details:** - **Location:** Sydney Startup Hub, Level 1, 11 York St, Sydney NSW 2000 - **Date:** Thursday 1 August, 2024 - **Timings:** - 08:30am – Tea and coffee on arrival - 09:00am – Event kick-off - 05:00pm – Event concludes - **RSVP by**: 5:00pm AEST on Thursday 11 July, 2024 **Getting to the Venue:** Just a 12 minute walk from Circular Quay, Sydney Startup Hub is situated on York Street in the heart of the Sydney CBD, opposite Wynyard Park. Train services to Wynyard Station will take you directly to the venue. Exit Wynyard Station via the large escalators and towards York Street. Sydney Startup Hub is located to the left-hand side, 2 doors down from the station exit. **What to Expect:** Expect a day packed with insightful presentations, including a Skedulo roadmap presentation, customer success stories, interactive workshops, and panel discussions. Enjoy networking opportunities during lunch and a closing session with drinks to solidify connections made throughout the day. Seats are limited, so make sure to reserve your spot early. RSVP’s will close at 5:00pm AEST on Thursday July 11th. We look forward to seeing you there! *For any accessibility requirements, please reach out to [apacsuccess@skedulo.com](mailto:apacsuccess@skedulo.com). This event has ended ## Take your operations to the next level with Skedulo [Book a demo today!](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-customer-spotlight-servicemaster-clean/" type: "event" title: "Customer Spotlight: Beyond Scheduling - How ServiceMaster Empowers Mobile Employees to Drive Culture & Performance" date: "2020-09-17" endDate: "2020-09-17" status: "ended" description: "Join Skedulo in our latest Customer Spotlight webinar series featuring ServiceMaster Clean. Founded in 1929, ServiceMaster is a leading residential and commercial cleaning company based in the United States & Canada. As ServiceMaster sought to transform how they managed their field staff, they unlocked much more: an opportunity to drive a culture of autonomy, transparency, and excellence through technological innovation." --- # Customer Spotlight: Beyond Scheduling - How ServiceMaster Empowers Mobile Employees to Drive Culture & Performance _September 17, 2020_ ### Event details - **Date & Time** — September 17, 2020 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/ciVVMfmVVRs) ### Description: Founded in 1929, ServiceMaster is a leading residential and commercial cleaning company based in the United States & Canada. As ServiceMaster sought to transform how they managed their field staff, they unlocked much more: an opportunity to drive a culture of autonomy, transparency, and excellence through technological innovation. By joining Skedulo and ServiceMaster Clean Vancouver’s President & General Manager, David Benoit, on this webinar, you will walk away with: - An appreciation for how to navigate the specific operational complexity in managing and scheduling a large mobile workforce - An understanding of the strategic and tactical opportunities ServiceMaster unlocked through Skedulo’s Deskless Productivity Cloud - An in-depth case study in driving culture and performance through technical innovation and employee empowerment ### Speakers: - David Benoit - President & General Manager - ServiceMaster Clean Vancouver - Michael Gleason - Director of Product Marketing - Skedulo ### Duration: - 25 minute presentation + 5 min Q&A This event has ended ## See Skedulo in action Talk to a Skedulo expert about scheduling and managing your mobile workforce. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-customer-spotlight-furniture-bank/" type: "event" title: "Customer Spotlight: How not-for-profit Furniture Bank optimizes their scheduling to combat furniture poverty" date: "2020-06-30" endDate: "2020-06-30" status: "ended" description: "Join Skedulo for an in-depth look at how Furniture Bank has increased their deskless productivity to better serve their community." lastmod: "2020-06-18" --- # Customer Spotlight: How not-for-profit Furniture Bank optimizes their scheduling to combat furniture poverty _June 30, 2020_ ### Event details - **Date & Time** — June 30, 2020 ### Overview **Description:**Furniture Bank is a charity & social enterprise that collects used furniture from the community and transfers it to families in need. As a Skedulo customer, they have been scheduling furniture pickups & deliveries for families in need since 2015. With better visibility across their mobile workforce and more streamlined operations, Furniture Bank has doubled their truck fleet and the number of daily appointments in the past few years. Join Skedulo for an in-depth look at how Furniture Bank has increased their deskless productivity to better serve their community. **Speakers:** - Tammy Peddle - Director, Social Enterprise - Furniture Bank - Michael Gleason - Director, Product Marketing - Skedulo This event has ended ## Want to see the product in action? Schedule an in-depth demo [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/dementia-care-nursing-home/" type: "event" title: "Dementia, Care & Nursing Home Expo" location: "Birmingham, England" date: "2019-03-26" endDate: "2019-03-27" status: "ended" description: "Join Skedulo at UK’s most dynamic social care event dedicated to inspiring business growth & a sustainable social care model." lastmod: "2020-04-30" --- # Dementia, Care & Nursing Home Expo _March 26 - March 27, 2019_ ### Event details - **Location** — Birmingham, England - **Date & Time** — March 26 - March 27, 2019 ### Overview **Join Skedulo at UK’s most dynamic social care event dedicated to inspiring business growth & a sustainable social care model.** The number of people aged 85+ will double in the next 25 - 30 years. It is imperative to the sustainability of the social care sector that care providers can embrace the changes that will be demanded of them, whilst also remaining compliant and providing the highest level of care possible. The Dementia, Care and Nursing Home Expo provide access to CPD accredited seminars from industry leaders, showcases from exclusively selected exhibitors and free training from experts, so care providers can keep up-to-date with the latest products, technology, and trends that are reinventing the care sector. Stop by our booth at **#D382** to see how we can help you schedule, dispatch, and manage your care providers. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/down-under-dreaming-sydney/" type: "event" title: "Down Under Dreaming - Sydney" location: "Sydney Cricket Ground, Moore Park, Sydney" date: "2018-07-26" endDate: "2018-07-26" status: "ended" description: "Join Skedulo at Down Under Dreaming Sydney! After the inaugural sold-out Down Under Dreaming: Sydney Edition last year at Taronga Zoo, Down Under is delighted to be back for 2018 at the Sydney Cricket Ground on July 26" lastmod: "2018-07-23" --- # Down Under Dreaming - Sydney _July 26, 2018_ ### Event details - **Location** — Sydney Cricket Ground, Moore Park, Sydney - **Date & Time** — July 26, 2018 ### Overview **Date:** July 26 **Time:** 8:00AM - 7:00PM Join Skedulo at Down Under Dreaming Sydney! After the inaugural sold-out Down Under Dreaming: Sydney Edition last year at Taronga Zoo, Down Under is delighted to be back for 2018 at the Sydney Cricket Ground on July 26. This years event will have more breakout sessions and more room for all Trailblazers in attendance. There will be sessions across admin, developer, business and equality topics as well as inspiring keynotes. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/dreamforce/" type: "event" title: "Dreamforce" location: "Moscone Center" date: "2018-09-25" endDate: "2018-09-28" status: "ended" description: "Skedulo at Dreamforce 2018, Salesforce's annual conference, held at the Moscone Center in San Francisco from September 25 to September 28, 2018." --- # Dreamforce _September 25 - September 28, 2018_ ### Event details - **Location** — Moscone Center - **Date & Time** — September 25 - September 28, 2018 ### Overview Dreamforce This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/dreamforce-2019/" type: "event" title: "Dreamforce 2019" location: "San Francisco, CA" date: "2019-11-19" endDate: "2019-11-22" status: "ended" description: "Join Skedulo during Dreamforce for a week of networking and learning to see how a Mobile Workforce Management solution can transform your business." lastmod: "2019-10-08" --- # Dreamforce 2019 _November 19 - November 22, 2019_ ### Event details - **Location** — San Francisco, CA - **Date & Time** — November 19 - November 22, 2019 ### Overview We can't wait to meet you and all the other Trailblazers at Salesforce's 2019 Dreamforce Conference! This is the largest event for the Salesforce community to learn and discover the latest and greatest products and features that will help prepare your organization for tomorrow. Dreamforce is the perfect time to meet the Skedulo team and learn how we've helped organizations like yours extend their investment in Salesforce to better manage their mobile workforce, delight their customers, and engage their employees. Visit our [Dreamforce page](https://www.skedulo.com/events/dreamforce/) for the latest updates on all the exciting activities that Skedulo is hosting throughout the week. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/emea-official-launch-london-2022/" type: "event" title: "EMEA Official Launch Party" location: "Rooftop, The Trafalgar St. James, London" date: "2022-07-05" endDate: "2022-07-05" status: "ended" description: "Join our team and fellow field service professionals at a celebratory launch party at one of London's most iconic destinations." lastmod: "2022-07-05" --- # EMEA Official Launch Party _July 5, 2022_ ### Event details - **Location** — Rooftop, The Trafalgar St. James, London - **Date & Time** — July 5, 2022 ### Overview **When: Tuesday, July 5th 5.30 p.m. BST Where:**[**The Trafalgar St. James, London**](https://trafalgarstjames.com/the-rooftop) Join our team and fellow field service professionals for a celebratory launch party at one of London's most iconic destinations. Have a drink or two as you watch the sunset over the capital and network with industry peers. Don’t miss this chance to define where the future of field service is going. **Access:** We recommend using the underground to travel to the venue as Trafalgar Square can be very busy. The nearest station is Charing Cross. Upon arrival our team will greet you at the main entrance and direct you to the rooftop. **Space is limited, please register to ensure your attendance.** This event has ended ## See the Deskless Productivity Cloud for yourself [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/emerging-technology-in-scheduling-webinar/" type: "event" title: "Webinar: Emerging Technology in Scheduling" location: "Online" date: "2023-11-16" endDate: "2023-11-16" status: "ended" description: "Join the Skedulo team live on 16 November for a thought-provoking 30 min webinar, offering a deep dive into the technological trends revolutionizing scheduling processes. See you there!" lastmod: "2023-10-30" --- # Webinar: Emerging Technology in Scheduling _November 16, 2023_ ### Event details - **Location** — Online - **Date & Time** — November 16, 2023 ### Overview [Register now for free!](https://skedulo.zoom.us/webinar/register/7816983360334/WN_tWVgcmtdSEm0B_e6wZSEZw) ### Date & Time - **Australia & New Zealand:** Thursday 16th November @ 12pm AEDT (Sydney, Australia) - **USA**: Wednesday, November 15th @ 5pm PT (San Francisco, CA, USA) Skedulo is excited to extend a warm invitation to you for our upcoming webinar on _Emerging Technology in Scheduling_. This event will provide valuable insights into the latest advancements shaping scheduling practices. This 30 minute webinar promises to be thought-provoking, offering a deep dive into the technological trends revolutionizing scheduling processes. Don't miss this opportunity to stay ahead of the curve and learn from industry leaders. See you there! This event has ended ## Take your operations to the next level with Skedulo [Book a demo today!](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/executive-roundtable-new-york/" type: "event" title: "Executive Roundtable - New York" location: "Hotel Gansevoort Meatpacking" date: "2018-04-03" endDate: "2018-04-03" status: "ended" description: "A Skedulo executive roundtable in New York on April 3, 2018, discussing the customer experience, the future of work and managing mobile employees." lastmod: "2018-03-18" --- # Executive Roundtable - New York _April 3, 2018_ ### Event details - **Location** — Hotel Gansevoort Meatpacking - **Date & Time** — April 3, 2018 ### Overview With the technology and demographic shift in the business landscape, how will this affect your mobile workforce? What is the long-term impact on your business, and what can you do to get ahead of it? Join this exclusive roundtable to discuss “The Customer Experience and the Future of Work”. Hear from fellow colleagues on how they are dealing with the changing landscape in their industries due to heightened customer expectations and what you can do to get ahead of the game. We’ll discuss: - Customer-focused B2B technologies and their impact on customer expectations - Employee and contractor retention in the age of the “gig” economy - Tactics for managing mobile employees to actually improve your customer journey - How your business can survive and thrive in these changing times Due to limiting spacing, please register today to save your seat! We will have a Skedulo representative reach out to you shortly to confirm your registration. Hors-d’oeuvre and cocktails will be served. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/field-service-east-2024/" type: "event" title: "Meet with Skedulo at Field Service East 2024" location: "JW Marriott Orlando Bonnet Creek Resort & Spa" date: "2024-08-13" endDate: "2024-08-15" status: "ended" description: "Meet Skedulo at Field Service East 2024, August 13-15 at the JW Marriott Orlando Bonnet Creek, a 3-day event for service and support leaders." lastmod: "2024-11-21" --- # Meet with Skedulo at Field Service East 2024 _August 13 - August 15, 2024_ ### Event details - **Location** — JW Marriott Orlando Bonnet Creek Resort & Spa - **Date & Time** — August 13 - August 15, 2024 ### Overview **When: Tuesday, August 13th - Thursday, August 15th Where: JW Marriott Orlando Bonnet Creek Resort & Spa** This 3-day event is where cross-industry service, support, and customer success leaders come together to build world-class operations. With forward-looking content and unique session formats, Field Service is designed to help you achieve service excellence and drive profitability. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. **Exclusive Offer:** Schedule a meeting with us during the conference and receive a **$100 Amazon Gift Card** as a token of our appreciation. **How to Claim Your Gift Card:** - Register for a meeting using the form below. - Attend your scheduled meeting at the conference. - Receive your $100 Amazon Gift Card from our team. We can’t wait to see you at Field Service East! This event has ended ## Schedule a Meeting & Earn a $100 Amazon Gift Card! Schedule a meeting with us during the conference and receive a $50 Amazon Gift Card as a token of our appreciation. --- --- url: "https://www.skedulo.com/events/field-service-europe-2022/" type: "event" title: "Field Service Europe 2022" location: "Movenpick Hotel, Amsterdam" date: "2022-11-30" endDate: "2022-12-01" status: "ended" description: "Meet with Skedulo at Field Service Europe! Field Service is where 350+ cross-industry European service, support, and customer success executives come together to build world-class operations. With industry-leading, forward-looking content, Field Service is designed to help you achieve service excellence and profitability." --- # Field Service Europe 2022 _November 30 - December 1, 2022_ ### Event details - **Location** — Movenpick Hotel, Amsterdam - **Date & Time** — November 30 - December 1, 2022 ### Overview Field Service is where 350+ cross-industry European service, support, and customer success executives come together to build world-class operations. With industry-leading, forward-looking content, Field Service is designed to help you achieve service excellence and profitability. ### Meet with Skedulo! Sign up now using the form on this page for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to meet you at Field Service Europe! [Visit the event site](https://fieldserviceeu.wbresearch.com/) This event has ended ## Skedulo for Field Service Digitally transform your Field Service business with Skedulo—optimize schedules, improve productivity, and cut costs. [Learn more](https://www.skedulo.com/product/field-scheduling/) --- --- url: "https://www.skedulo.com/events/field-service-expo-2021/" type: "event" title: "Field Service Expo 2021" location: "Edgbaston International Cricket Stadium, Birmingham, United Kingdom" date: "2021-10-27" endDate: "2021-10-28" status: "ended" description: "We can’t wait to see you at the Field Service Expo in Birmingham! This two-day event will offer you a unique opportunity to see all of the key solutions that could help you to deliver true service excellence." --- # Field Service Expo 2021 _October 27 - October 28, 2021_ ### Event details - **Location** — Edgbaston International Cricket Stadium, Birmingham, United Kingdom - **Date & Time** — October 27 - October 28, 2021 ### Overview We can’t wait to see you at the Field Service Expo in Birmingham! This two-day event will offer you a unique opportunity to see all of the key solutions that could help you to deliver true service excellence. Get your hands on the latest rugged mobile gear for your techs, see in person the power and potential of Augmented Reality, discover how dynamic scheduling can allow you get more jobs per day and happier engineers, overcome the headache of last-mile service delivery and increase visibility into your service logistics supply chain and much, much more! Be sure to sign up now for your chance to speak with our team and learn how Skedulo has helped field service organizations all over the globe reduce costs, improve efficiencies, retain their top talent, and increase customer satisfaction. ### View the event site Meet with the Skedulo team! This event has ended ## Let's connect! Meet the Skedulo team at Field Service Expo 2021 in Birmingham, United Kingdom! [Meet with the Skedulo team!](mailto:marketing@skedulo.com?Subject=Meet%20Skedulo%20at%20Field%20Service%20Expo%202021) --- --- url: "https://www.skedulo.com/events/field-service-hilton-head-2022/" type: "event" title: "Field Service Hilton Head 2022" location: "Marriott Hilton Head Resort & Spa, South Carolina, USA" date: "2022-08-16" endDate: "2022-08-18" status: "ended" description: "Meet Skedulo at Field Service Hilton Head 2022, August 16-18 at the Marriott Hilton Head Resort & Spa, South Carolina, for service leaders." lastmod: "2024-06-26" --- # Field Service Hilton Head 2022 _August 16 - August 18, 2022_ ### Event details - **Location** — Marriott Hilton Head Resort & Spa, South Carolina, USA - **Date & Time** — August 16 - August 18, 2022 ### Overview **When: Tuesday, August 16 - Thursday, August 18 Where: Marriott Hilton Head Resort & Spa, South Carolina, USA** This 3-day event is where cross-industry service, support, and customer success leaders come together to build world-class operations. With forward-looking content and unique session formats, Field Service is designed to help you achieve service excellence and drive profitability. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at Field Service Hilton Head! [View the event site](https://fieldserviceeast.wbresearch.com/) This event has ended ## Join the future of field service Power your next chapter of deskless work with a customer and employee‑centric approach [Request a customized demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/field-service-management-2019/" type: "event" title: "Field Service Management" location: "Sydney, Australia" date: "2019-04-16" endDate: "2019-04-17" status: "ended" description: "The 11th Annual Field Service Management Summit is Australasia’s most established event for field service management and field force automation." lastmod: "2019-02-01" --- # Field Service Management _April 16 - April 17, 2019_ ### Event details - **Location** — Sydney, Australia - **Date & Time** — April 16 - April 17, 2019 ### Overview The **11th Annual Field Service Management Summit** is Australasia’s most established event for field service management and field force automation. Each year the event brings together over 100 senior level professionals from across Australia and overseas to discuss the latest developments in Field service management, Technological integration, Workflow automation, Dispatch management, Mobile computing and so much more! Skedulo’s mobile workforce management solution intelligently schedules, dispatches and tracks jobs in the field. Skedulo connects the office and field through real-time visibility and communication. For schedulers, we simplify matching the needs of complex jobs, worker skills, and customer preferences. Your teams in the field get a mobile app that helps deliver a first-class on-site experience. Reduce costs, improve productivity and make your employees and customers happier with Skedulo. Come see us in **booth #8** and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/field-service-palm-springs-2021/" type: "event" title: "Field Service Palm Springs 2021" location: "JW Marriott, Palm Springs, California, United States" date: "2021-11-16" endDate: "2021-11-18" status: "ended" description: "Skedulo at Field Service Palm Springs, November 16-18, 2021, at the JW Marriott, including a panel with Skedulo EVP of Marketing Miles Kelly." lastmod: "2022-03-11" --- # Field Service Palm Springs 2021 _November 16 - November 18, 2021_ ### Event details - **Location** — JW Marriott, Palm Springs, California, United States - **Date & Time** — November 16 - November 18, 2021 ### Overview This 3-day event is where cross-industry service, support, and customer success leaders come together to build world-class operations. With forward-looking content and unique session formats, Field Service is designed to help you achieve service excellence and drive profitability. Join Skedulo EVP of Marketing, Miles Kelly, for a panel session titled **Envision the Future Based on Your Business — Then Apply the Right Tech Tools** on Tuesday, November 16th at 9:05am PT (onsite at the conference or for free via streaming). ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at Field Service Palm Springs! [View the event site](https://fieldserviceusa.wbresearch.com/) This event has ended ## Join the Future of Field Service Power your next chapter of deskless work with a customer and employee‑centric approach [Request a customized demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/field-service-palm-springs-2022/" type: "event" title: "Field Service Palm Springs 2022" location: "JW Marriott, Palm Springs, California, USA" date: "2022-04-26" endDate: "2022-04-28" status: "ended" description: "Meet Skedulo at Field Service Palm Springs, April 26-28, 2022, at the JW Marriott, a 3-day event for service, support and customer success leaders." lastmod: "2022-03-21" --- # Field Service Palm Springs 2022 _April 26 - April 28, 2022_ ### Event details - **Location** — JW Marriott, Palm Springs, California, USA - **Date & Time** — April 26 - April 28, 2022 ### Overview This 3-day event is where cross-industry service, support, and customer success leaders come together to build world-class operations. With forward-looking content and unique session formats, Field Service is designed to help you achieve service excellence and drive profitability. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at Field Service Palm Springs! [View the event site](https://fieldserviceusa.wbresearch.com/) This event has ended ## Join the Future of Field Service Power your next chapter of deskless work with a customer and employee‑centric approach [Request a customized demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/heatlhcare-transformation-summit/" type: "event" title: "Healthcare Transformation Summit" location: "Austin, Texas" date: "2019-05-16" endDate: "2019-05-17" status: "ended" description: "Skedulo will be at the Transformation Health Summit in Austin, Texas! ​In this unique two-day event, Modern Healthcare will bring together senior executives from hospitals and health systems, suppliers, payers, and venture capitalists along with other entities within the care continuum." lastmod: "2019-04-25" --- # Healthcare Transformation Summit _May 16 - May 17, 2019_ ### Event details - **Location** — Austin, Texas - **Date & Time** — May 16 - May 17, 2019 ### Overview Skedulo will be at the Transformation Health Summit in Austin, Texas! ​This unique two-day event brings together senior executives from hospitals and health systems, suppliers, payers, and venture capitalists along with other entities within the care continuum. Healthcare is transforming at a rapidly-accelerating rate. Shifting healthcare policy, an intensified focus on population health, health information technology, an increased incentive to increase scale and market share, and a growing call to engage patients in their care are creating challenges that require collaboration and innovation by all. Meet the Skedulo team in Austin to learn about Skedulo for Healthcare. Skedulo is the only software solution that is purpose built for home and mobile healthcare that puts people first. We understand that people are what will improve patient and business outcomes. Our solution is designed around the three key workflows of home healthcare: patient intake, long-term care planning, and the mobile caregiver experience. We look forward to meeting you in Austin! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/hhcn-home-care-conference-chicago-december-2021/" type: "event" title: "HHCN Home Care Conference" location: "Chicago, Illinois" date: "2021-12-09" endDate: "2021-12-09" status: "ended" description: "The Home Care Conference brings together home care senior and regional executives, investors, and other professionals to explore non-medical home care trends and challenges in staffing, technology, sales, and marketing." lastmod: "2021-11-24" --- # HHCN Home Care Conference _December 9, 2021_ ### Event details - **Location** — Chicago, Illinois - **Date & Time** — December 9, 2021 ### Overview The Home Care Conference brings together home care senior and regional executives, investors, and other professionals to explore non-medical home care trends and challenges in staffing, technology, sales, and marketing. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. **We can’t wait to see you in Chicago at HHCN's Home Care Conference!** Check out the organizer's event site for additional details such as location, hours, and attendees: [View the HHCN event site](https://homehealthcarenews.com/event/home-care-conference/) This event has ended ## Optimized scheduling connects your modern workforce Skedulo for Healthcare [Learn more](https://www.skedulo.com/industries/healthcare-human-services/) --- --- url: "https://www.skedulo.com/events/himss/" type: "event" title: "HIMSS18" location: "Las Vegas, Nevada" date: "2018-03-05" endDate: "2018-03-09" status: "ended" description: "Join us at HiMSS taking place March 5-9 in Las Vegas. This event will bring together 45,000+ professionals from around the world for five days of education, innovation, and collaboration to help uncover the promise of health information and technology. Come meet us there" lastmod: "2018-02-26" --- # HIMSS18 _March 5 - March 9, 2018_ ### Event details - **Location** — Las Vegas, Nevada - **Date & Time** — March 5 - March 9, 2018 ### Overview The [**2018 HIMSS Conference & Exhibition**](https://www.himssconference.org/), March 5–9, 2018 in Las Vegas, brings together 45,000+ professionals from around the world for five days of education, innovation and collaboration to help uncover the promise of health information and technology. No other conference brings you the world-class education, cutting-edge products and solutions, and unique networking opportunities you need to solve your biggest health information and technology challenges – all at one time, all in one place. Choose from 300+ education sessions, 1,300+ vendors, hundreds of special programs, and endless networking events. HIMSS18: Where the World Connects for Health. Come see us at the 2018 HIMSS Conference and meet with our amazing team! ## Session: Simplify Coordinated and Home Health Care Thursday, March 8 ### 2:00 PM – 2:20 PM ### Las Vegas – Venetian Convention Center What if you could simplify the operational challenges of delivering coordinated and home health care? Join Matt Fairhurst, CEO of Skedulo, as he reviews real-world examples from Johns Hopkins International, New Jersey Respiratory Associates, and HealthStrong Australia to show how streamlining your scheduling and dispatch operations—and connecting your patient and provider data—can create greater efficiency and better care delivery. [Read more](https://www.himssconference.org/session/simplify-ops-coordinated-and-home-health-care) This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/himss-2020/" type: "event" title: "HIMSS 2020" location: "Orlando, Florida" date: "2020-03-09" endDate: "2020-03-13" status: "ended" description: "Skedulo at HIMSS 2020 in Orlando, March 9-13, 2020: 20-minute demos at the Bridge Connector booth on mobile workforce management in healthcare." lastmod: "2020-02-21" --- # HIMSS 2020 _March 9 - March 13, 2020_ ### Event details - **Location** — Orlando, Florida - **Date & Time** — March 9 - March 13, 2020 ### Overview The HIMSS Global Health Conference & Exhibition brings together health information and technology professionals, clinicians, executives and market suppliers from around the world. Join the Skedulo team in the Bridge Connector booth (#549) for a 20-minute product demo session, where we will walk through how Skedulo addresses Mobile Workforce Management within the healthcare landscape. - March 10th @ 3:30 - 3:50pm EST - March 11th @ 12:30 - 12:50pm EST - March 12th @ 2:00 - 2:20pm EST If you aren't able to catch one of the demo sessions, you can schedule time with one of our Skedulo executives to discuss how to empower your home healthcare workers. Simply fill out the form and we will reach out to set up a time that works best for you. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/himss-2022-in-orlando/" type: "event" title: "HIMSS 2022 in Orlando" location: "Innovation Live Theater, Hall E of the Orange County Convention Center" date: "2022-03-16" endDate: "2022-03-16" status: "ended" description: "Meet Skedulo at HIMSS'22! Billed as the “can’t miss healthcare event of the year,” the annual conference of the Healthcare Information Management Systems Society draws tens of thousands of attendees for a week of education, innovation and collaboration to reimagine healthcare and wellness." lastmod: "2022-03-02" --- # HIMSS 2022 in Orlando _March 16, 2022_ ### Event details - **Location** — Innovation Live Theater, Hall E of the Orange County Convention Center - **Date & Time** — March 16, 2022 ### Overview Billed as the “can’t miss healthcare event of the year,” the annual conference of the Healthcare Information Management Systems Society draws tens of thousands of attendees for a week of education, innovation and collaboration to reimagine healthcare and wellness. Join Rachel Disselkamp, Director of the Healthcare Vertical for Skedulo, for a presentation titled **How the Shifting Point of Care Affects Patients and Providers** on Wednesday, March 16 at 9:45 a.m. ET in the Innovation Live Theater, Hall E of the Orange County Convention Center. ### Meet with Skedulo! Sign up now to speak with our team and learn how Skedulo makes managing remote caregiver teams easy. Or, **stop by Booth 8140-18 in Hall E and say hello**! Skedulo’s mobile scheduling platform provides an easy way to schedule new jobs and appointments, communicate in real time with mobile caregivers, view important information about patients and match them with caregivers based on factors such as patient preferences and caregiver skills, location and certifications. We look forward to seeing you at HIMSS'22! [View the HIMSS event site](https://www.himss.org/global-conference) This event has ended ## Won't be at HIMSS'22 in Orlando? Get to know Skedulo. Book a free customized demo. [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/himss19/" type: "event" title: "HIMSS'19" location: "Orlando, Florida" date: "2019-02-11" endDate: "2019-02-15" status: "ended" description: "See us at Booth #1363 to see how Skedulo can help streamline your scheduling and dispatching operations for efficiency and better care delivery." lastmod: "2018-10-19" --- # HIMSS'19 _February 11 - February 15, 2019_ ### Event details - **Location** — Orlando, Florida - **Date & Time** — February 11 - February 15, 2019 ### Overview HIMSS is a global advisor and thought leader supporting the transformation of health through the application of information and technology. As a mission-driven non-profit, HIMSS provides thought leadership, community building, public policy, professional/ workforce development, and engaging events to bring forward the voice of our members. Leverage the innovation of digital health to improve both the health of individuals and populations, as well as the quality, cost-effectiveness, and access to healthcare. See us at Booth #1363 to see how Skedulo can help streamline your scheduling and dispatching operations for efficiency and better care delivery. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/hlth-2022/" type: "event" title: "HLTH 2022" location: "The Venetian, Las Vegas, NV, USA" date: "2022-11-13" endDate: "2022-11-16" status: "ended" description: "See Skedulo speak at HLTH 2022 in Vegas on Nov. 13-16th! Will you be attending? If so, book a meeting and let's connect!" lastmod: "2022-11-10" --- # HLTH 2022 _November 13 - November 16, 2022_ ### Event details - **Location** — The Venetian, Las Vegas, NV, USA - **Date & Time** — November 13 - November 16, 2022 ### Overview Sign up via the form to schedule a meeting with Skedulo to learn how we can help you intelligently manage your deskless workforce to more efficiently provide care. ## See Skedulo speak at HLTH 2022 ### Session 1: So You Think You’re A Strategic ISV Partner? **When:** 9:00-9:30am PT | Wednesday, November 16 **Where:**Salesforce Booth #2406 **Session details:**Being a strategic partner within the Salesforce program is more than just signing up for the partner community and having an ISV application on the AppExchange. It is a unique journey that requires deep engagement on product ideation, development, marketing, go-to-market, support and joint engagement. Hear from a panel of Salesforce’s industry-aligned partners on what it takes to be successful as a strategic partner. ### Session 2: Mobile Technology to Put Patients & Families First **When:** 10:30-10:50am PT | Wednesday, November 16 **Where:**Salesforce Booth #2406 **Session details:**Solace Pediatric Home Healthcare up levels care with Skedulo and Salesforce. Solace Pediatric Home Healthcare, an in-home care provider based in Denver, CO, that provides in-home pediatric nursing, occupational, physical, and speech/language therapy services to children from birth to 18 years, was struggling with a number of operational challenges as their business grew 50% year-over-year. [Visit our partner's (Salesforce) event page!](https://invite.salesforce.com/salesforceathlth) This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/home-care-100-leadership-conference/" type: "event" title: "Home Care 100 Leadership Conference" location: "Miami, Florida" date: "2020-01-19" endDate: "2020-01-22" status: "ended" description: "Join us at the Home Care 100 Leadership Conference to learn how a MWM solution can help your organization increase efficiencies and reduce costs." --- # Home Care 100 Leadership Conference _January 19 - January 22, 2020_ ### Event details - **Location** — Miami, Florida - **Date & Time** — January 19 - January 22, 2020 ### Overview Join Skedulo in Miami at the JW Marriot Miami Turnberry Resort & Spa for the Home Care 100 Leadership Conference from January 19-22, 2020! This multi-day event is the perfect opportunity to connect with fellow home care and hospice executives from all over the country. Be sure to set up some time to meet our team and see how our Mobile Workforce Management solution can help transform how you manage your mobile caregivers to reduce costs, retain talent, improve efficiencies, and serve more patients. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/home-health-care-news-2019/" type: "event" title: "Home Health Care News Summit 2019" location: "Chicago, Illinois" date: "2019-09-18" endDate: "2019-09-18" status: "ended" description: "Join Skedulo at the Home Health Care News Summit in Chicago to learn how we help organizations reduce cost, improve efficiencies, and serve more patients." lastmod: "2019-07-30" --- # Home Health Care News Summit 2019 _September 18, 2019_ ### Event details - **Location** — Chicago, Illinois - **Date & Time** — September 18, 2019 ### Overview Join us in Chicago for the third annual [Home Health Care News Summit](https://www.eventbrite.com/e/home-health-care-news-summit-2019-tickets-54095189167) at the Convene. The event will bring together nationally recognized speakers for a full day of networking and content panels: covering the business of home health, private duty, along with hospice and palliative care. This is a can't miss event for anyone in the home health care industry! Stop by our table to learn how Skedulo has helped healthcare organizations like [Easterseals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/) and [Solace Pediatric Home Healthcare](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) reduce costs, improve efficiencies, retain top talent, and serve more patients. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/it-leadership-nz-2022/" type: "event" title: "2022 NZ IT Leadership Summit, Auckland" location: "Grand Millennium Auckland" date: "2022-10-28" endDate: "2022-10-28" status: "ended" description: "The NZ IT Leadership Summit is a gathering of like-minded professionals together to discuss challenges relevant to NZ in the IT industry." lastmod: "2022-10-03" --- # 2022 NZ IT Leadership Summit, Auckland _October 28, 2022_ ### Event details - **Location** — Grand Millennium Auckland - **Date & Time** — October 28, 2022 ### Overview **When: October 28 Where: Grand Millennium Auckland** The relationship between technology and leadership is intrinsically intertwined in business practices, collaboration, innovation and partnership, more so in a highly competitive and disruptive environment. As CEOs rely on IT leaders to shape growth and build the business of the future, this trust reiterates the important role IT leaders play in creating added value for businesses, workforces and customers. The decisions IT leaders make today will shape the future as they solve complex business problems, manage change and digital literacy, scale on-demand, and implement customer-centred and business-focused IT strategies to take their organisations into the future. This event brings together IT leaders in New Zealand under one roof, to chat through the challenges they face today and into the future. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex home healthcare scheduling easier. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications.! [View the event site](https://biapac.com/events/nz-it-leadership-summit) This event has ended ## Schedule smarter today! Power your next chapter of deskless work with a customer and employee‑centric approach [Request a customized demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/it-leadership-wa-2022/" type: "event" title: "IT Leadership Summit Perth 2022" location: "The Westin Perth" date: "2022-08-23" endDate: "2022-08-24" status: "ended" description: "The WA IT Leadership Summit is a gathering of like-minded professionals together to discuss challenges relevant to WA in the IT industry." lastmod: "2022-08-16" --- # IT Leadership Summit Perth 2022 _August 23 - August 24, 2022_ ### Event details - **Location** — The Westin Perth - **Date & Time** — August 23 - August 24, 2022 ### Overview **When: 23rd-24th of August Where: The Westin, Perth** The relationship between technology and leadership is intrinsically intertwined in business practices, collaboration, innovation and partnership, more so in a highly competitive and disruptive environment. As CEOs rely on IT leaders to shape growth and build the business of the future, this trust reiterates the important role IT leaders play in creating added value for businesses, workforces and customers. The decisions IT leaders make today will shape the future as they solve complex business problems, manage change and digital literacy, scale on-demand, and implement customer-centred and business-focused IT strategies to take their organisations into the future. This event brings together IT leaders in Western Australia under one roof, to chat through the challenges they face today and into the future. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex home healthcare scheduling easier. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at IT Leadership Summit WA 2022! [View the event site](https://biapac.com/events/wa-it-leadership-summit) This event has ended ## Schedule smarter today! Power your next chapter of deskless work with a customer and employee‑centric approach [Request a customized demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/itac-2018/" type: "event" title: "IT in Aged Care 2018" location: "Adelaide Convention Centre" date: "2018-11-21" endDate: "2018-11-22" status: "ended" description: "Join Skedulo at the IT in Aged Care Conference Adelaide! The conference will bring together the best IT leaders from Australia and the globe across the fields of community care, medication management, assistive technologies and offsite information systems delivery. These critical aged care topics will be discussed from a practical perspective, highlighting the information we need to know now to better manage and design aged care service delivery which will deliver on the evolving environment of enhanced consumer choice." lastmod: "2018-10-02" --- # IT in Aged Care 2018 _November 21 - November 22, 2018_ ### Event details - **Location** — Adelaide Convention Centre - **Date & Time** — November 21 - November 22, 2018 ### Overview **Date:** November 21 - 22 **Time:** 8:00AM - 5:00PM Join Skedulo at the IT in Aged Care Conference Adelaide! The conference will bring together the best IT leaders from Australia and the globe across the fields of community care, medication management, assistive technologies and offsite information systems delivery. These critical aged care topics will be discussed from a practical perspective, highlighting the information we need to know now to better manage and design aged care service delivery which will deliver on the evolving environment of enhanced consumer choice. Book a meeting with Skedulo at the event by submitting your details in the form provided. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/itac-2020/" type: "event" title: "ITAC 2020" location: "Brisbane, Australia" date: "2020-03-03" endDate: "2020-03-04" status: "ended" description: "Skedulo at IT in Aged Care (ITAC) 2020 in Brisbane, March 3-4, 2020, where IT leaders discussed technology for aged care service delivery." lastmod: "2020-02-11" --- # ITAC 2020 _March 3 - March 4, 2020_ ### Event details - **Location** — Brisbane, Australia - **Date & Time** — March 3 - March 4, 2020 ### Overview Skedulo is excited to be participating in the upcoming event - IT in Aged Care in Brisbane on the 3rd & 4th of March. The theme of the conference, _Transforming Independence through Innovative Technology_ emphasises the importance of assistive technology supporting service quality and independence. The conference will bring together the best IT leaders from Australia and the globe across the fields of community care, medication management, assistive technologies and offsite information systems delivery. These critical aged care topics will be discussed from a practical perspective, highlighting the information we need to know now to better manage and design aged care service delivery which will deliver on the evolving environment of enhanced consumer choice. Stop by Skedulo's booth to see how we help Aged Care organisations deliver better service quality to their customers. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/itac-2022/" type: "event" title: "ITAC (Information Technology Across Care) 2022" location: "Rosehill Gardens Racecourse in Sydney" date: "2022-07-12" endDate: "2022-07-13" status: "ended" description: "ITAC (Information Technology Across Care) is the peak event in the calendar for aged and community care providers and vendors in Australia." lastmod: "2022-07-05" --- # ITAC (Information Technology Across Care) 2022 _July 12 - July 13, 2022_ ### Event details - **Location** — Rosehill Gardens Racecourse in Sydney - **Date & Time** — July 12 - July 13, 2022 ### Overview **When: 12 & 13 July 2022 Where: Rosehill Gardens Racecourse in Sydney** ITAC (Information Technology Across Care) has been the peak event in the calendar for aged and community care providers and vendors for over a decade. The theme of the conference, ITAC – Transformational Change emphasises the importance of assistive technology supporting service quality and independence. The conference will bring together experts across the fields of care, medication management, assistive technologies and information systems delivery. These critical topics will be discussed from a practical perspective, highlighting the information we need to know now to better manage and design service delivery which will deliver on the evolving environment of enhanced consumer choice. ### Meet with Skedulo! Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex home healthcare scheduling easier. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at ITAC 2022! [View the event site](https://www.itacconference.com.au/) This event has ended ## Schedule smarter today! Power your next chapter of deskless work with a customer and employee‑centric approach [Request a customized demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/knowledge18/" type: "event" title: "Knowledge18" location: "Las Vegas, Nevada" date: "2018-05-07" endDate: "2018-05-10" status: "ended" description: "See the sessions and solutions that will put you—and your company—on the path to lasting success! Join us at Knowledge18, May 7-10, to meet with our amazing team." --- # Knowledge18 _May 7 - May 10, 2018_ ### Event details - **Location** — Las Vegas, Nevada - **Date & Time** — May 7 - May 10, 2018 ### Overview The learning and networking opportunities you’ll find at Knowledge18 translate into real-world results. See the sessions and solutions that will put you—and your company—on the path to lasting success! Take advantage of the innovations impacting you, your industry, your business, and the future of work! Come see us at the Knowledge18 and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/nahc-home-care-and-hospice-conference-and-expo/" type: "event" title: "NAHC Home Care and Hospice Conference and Expo" location: "Seattle, Washington" date: "2019-10-13" endDate: "2019-10-15" status: "ended" description: "Join Skedulo at the 2019 NAHC Home Care and Hospice Conference and Expo at Booth #525." lastmod: "2019-07-30" --- # NAHC Home Care and Hospice Conference and Expo _October 13 - October 15, 2019_ ### Event details - **Location** — Seattle, Washington - **Date & Time** — October 13 - October 15, 2019 ### Overview Join Skedulo at the National Association for Home Care & Hospice Conference and Expo. The event brings together more than 2,500 industry professionals for unparalleled access to distinguished speakers, informative education sessions, and dynamic networking opportunities. Attendees will also have a chance to visit the industry’s largest expo with nearly 200 exhibitors showcasing home care and hospice products and services. Healthcare is an industry on the move. Increasingly, doctors, nurses and clinicians are on the go, treating patients in their own homes, in mobile care centers, or in nursing home facilities. “The demand for home care and hospice continues to grow as we see a graying of the U.S. population,” said Bill Dombi, president of the National Association for Home Care and Hospice, when speaking to CNBC recently. Skedulo is the only software solution that is purpose built for home and mobile healthcare that puts people first. We understand that people are what will improve patient and business outcomes. It’s a person who shows up at a patient’s door, or greets them at a mobile care center. So we made technology that makes employees’ jobs easier and patients’ experiences better. We look forward to seeing you at Booth #525 in Seattle. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/national-franchise-convention-2019/" type: "event" title: "National Franchise Convention 2019" location: "Gold Coast, Queensland" date: "2019-10-20" endDate: "2019-10-22" status: "ended" description: "Join Skedulo at the National Franchise Convention 2019 to learn how our MWM solution can transform and innovate how you manage your mobile workforce." --- # National Franchise Convention 2019 _October 20 - October 22, 2019_ ### Event details - **Location** — Gold Coast, Queensland - **Date & Time** — October 20 - October 22, 2019 ### Overview Join Skedulo at The Star in Gold Coast, Queensland for the National Franchise Convention 2019. This event brings together incredible keynote speakers, business leaders, and motivational speakers to help celebrate your successes in 2019 and inspire you for continued success in 2020! We hope you will take the time to meet the Skedulo team in Booth #67 to learn how our Mobile Workforce Management solution helps organizations throughout Australia and around the globe intelligently manage their mobile workforce, delight their customers, and engage their employees. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/new-england-home-care-and-hospice-conference/" type: "event" title: "New England Home Care & Hospice" location: "Falmouth, MA" date: "2019-06-05" endDate: "2019-06-07" status: "ended" description: "Skedulo at booth #519 at the New England Home Care & Hospice Conference and Trade Show in Falmouth, Massachusetts, June 5-7, 2019." lastmod: "2019-05-29" --- # New England Home Care & Hospice _June 5 - June 7, 2019_ ### Event details - **Location** — Falmouth, MA - **Date & Time** — June 5 - June 7, 2019 ### Overview Join Skedulo at Booth #519 for the _New England Home Care & Hospice Conference and Trade Show_ in Falmouth, Massachusets. This two-day event is the perfect opportunity to learn how your home care and hospice organization can use a mobile workforce management solution to improve efficiencies, reduce costs, retain top-talent, and improve patient care. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/night-out-at-stats-brewpub/" type: "event" title: "Night out at STATS Brewpub" location: "Atlanta, Georgia" date: "2019-09-18" endDate: "2019-09-18" status: "ended" description: "Join Skedulo, Jitterbit, and Coastal Cloud to watch the Atlanta Braves at STATS Brewpub following the Salesforce World Tour." lastmod: "2019-09-04" --- # Night out at STATS Brewpub _September 18, 2019_ ### Event details - **Location** — Atlanta, Georgia - **Date & Time** — September 18, 2019 ### Overview We hope you'll meet us after the Salesforce World Tour in Atlanta for an evening of drinks and appetizers at STATS Brewpub. Come join Skedulo, Jitterbit, and Coastal Cloud for an exciting night cheering on the Atlanta Braves as they take on the Philadelphia Phillies at SunTrust Park. Due to limited space, please register today to save your spot! We will have a Skedulo representative reach out to you shortly to confirm your registration. **Event Details:** **When: September 18th, 2019 - 5:00pm-8:00pm** **Where:**[**STATS Brewpub**](https://www.google.com/search?q=stats+brewpub&oq=stats+b&aqs=chrome.0.69i59j69i57j0l3j69i61.2125j0j7&sourceid=chrome&ie=UTF-8#)**, 300 Marietta Street NW, Atlanta, GA 30313** This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/night-out-at-wrigley-field-with-skedulo/" type: "event" title: "Night Out at Wrigley Field With Skedulo" location: "Wrigley Field" date: "2018-08-23" endDate: "2018-08-23" status: "ended" description: "Join Skedulo for a night out at Wrigley Field! Start the day with a private tour of Wrigley Field, followed by a happy hour with your fellow colleagues. We'll end the day by taking in the game - Chicago Cubs vs. Cincinnati Reds!" --- # Night Out at Wrigley Field With Skedulo _August 23, 2018_ ### Event details - **Location** — Wrigley Field - **Date & Time** — August 23, 2018 ### Overview **Date:** August 23 **Time:** 3 PM CST Join Skedulo for a night out at Wrigley Field! Start the day with a private, behind-the-scenes tour of the legendary Wrigley Field, one of the oldest and most iconic baseball stadium in America. Next, we'll walk next door to Dutch and Doc's to enjoy cocktails and networking with fellow industry peers before taking in the game: Chicago Cubs vs. Cincinnati Reds! Due to limiting space, please register today to save your seat! We will have a Skedulo representative reach out to you shortly to confirm your registration. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/offshore-technology-conference-2022/" type: "event" title: "Offshore Technology Conference 2022" location: "NRG Park, Houston, Texas, USA" date: "2022-05-02" endDate: "2022-05-05" status: "ended" description: "Meet with Skedulo at Offshore Technology Conference 2022 at NRG Park in Houston, Texas." lastmod: "2022-03-24" --- # Offshore Technology Conference 2022 _May 2 - May 5, 2022_ ### Event details - **Location** — NRG Park, Houston, Texas, USA - **Date & Time** — May 2 - May 5, 2022 ### Overview The Offshore Technology Conference (OTC) is where energy professionals meet to exchange ideas and opinions to advance scientific and technical knowledge for offshore resources and environmental matters. Across four days, industry thought leaders, investors, buyers, and entrepreneurs will meet in Houston—the energy capital of the world—to develop business partnerships and learn about the latest advances, challenges, and opportunities. Celebrating 50 years since 1969, OTC’s flagship conference is held annually at NRG Park (formerly Reliant Park) in Houston, Texas. OTC is the largest global event for the oil and gas sector, and has expanded technically and globally with the Arctic Technology Conference, OTC Brasil, and OTC Asia. ### Meet with Skedulo! **When**: May 2-5, 2022 **Where**: Booth 1272 @ NRG Park, Houston, Texas Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at Offshore Technology Conference! [View the event site](https://2022.otcnet.org/welcome) This event has ended ## Skedulo for energy and utilities [Learn more](https://www.skedulo.com/industries/energy-solar/) --- --- url: "https://www.skedulo.com/events/product-showcase-therapy-solution-webinar/" type: "event" title: "Skedulo Product Showcase: Therapy Solution Webinar" location: "Online" date: "2022-11-16" endDate: "2022-11-16" status: "ended" description: "Join the Skedulo healthcare team on Nov. 16th and learn how organizations like yours are managing the complexities of delivering high-quality care to clients at multiple locations. This webinar will include a live Q&A!" lastmod: "2023-10-26" --- # Skedulo Product Showcase: Therapy Solution Webinar _November 16, 2022_ ### Event details - **Location** — Online - **Date & Time** — November 16, 2022 ### Overview [Register now for free!](https://skedulo.zoom.us/webinar/register/WN_b3PRI2r5T0ekK8GYqTzmVA) During this 20 minute demo, we’ll run through how organizations like yours are managing the complexities of delivering high-quality care to clients at multiple locations. You’ll see first-hand how Skedulo's Therapy Solution enables you to: - **Optimize**for the complicated process of ensuring your clients get the right care from the right provider - **Maximize** billable hours and reduce cancellations and no-shows - **Deliver** a higher quality of care to your clients by keeping their preferences front and center ### Live Q&A The demo will conclude with a live Q&A with Rachel Disselkamp, Sr. Director of Industry Solutions for Healthcare at Skedulo. See you there! This event has ended ## Take your therapeutic care to the next level with Skedulo [Book a demo today!](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/reopening-the-world-at-scale-high-capacity-scheduling/" type: "event" title: "Reopening the World at Scale: High Capacity Scheduling" location: "Online" date: "2020-12-17" endDate: "2020-12-17" status: "ended" description: "Listen as our CEO, Matt Fairhurst, dives deeper into how high capacity scheduling addresses the complexities of reopening our economy. Join us on December 17 at 1:30PM PT, and 18 December at 7:30AM AEST." lastmod: "2020-12-04" --- # Reopening the World at Scale: High Capacity Scheduling _December 17, 2020_ ### Event details - **Location** — Online - **Date & Time** — December 17, 2020 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/55Q-J6gD2Ac) ## Description: The 2020 global economic shutdown has been historic. New information is presented every day, but one fact remains true: COVID-19 is unpredictable and continues to spread. City centers, polling locations, theaters and stadiums are susceptible to disorganization, crowding, and unhealthy conditions. [High Capacity Scheduling](https://www.skedulo.com/product/field-scheduling/) is safe, secure, hands-free scheduling and appointment setting for the masses that can be quickly deployed regionally or nationally to ensure public health. As economic planners and public health officials balance risk and weigh options for reopening, they must find controlled and effective methods to avoid crowding and solve for social distancing at scale. This requires a deliberate balance between the need to organize and deliver services, public health, events and gatherings at scale, with extreme levels of organization and safety. Listen as our CEO, Matt Fairhurst, dives deeper into how high capacity scheduling addresses the complexities of reopening our economy. - How does high capacity scheduling work? - What are the high capacity scheduling use cases? - The successes of high capacity scheduling for COVID testing. ## Speakers: - Matt Fairhurst, CEO, Skedulo - Miles Kelly, EVP of Marketing, Skedulo ## Duration: - 30 minutes This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/residential-home-care-show/" type: "event" title: "The Residential & Home Care Show" location: "London, UK" date: "2019-06-26" endDate: "2019-06-27" status: "ended" description: "Join Skedulo at the Resident & Home Care Show at ExCel London to learn how we help healthcare organizations reduce costs, improve efficiencies, and serve more patients." --- # The Residential & Home Care Show _June 26 - June 27, 2019_ ### Event details - **Location** — London, UK - **Date & Time** — June 26 - June 27, 2019 ### Overview Meet the Skedulo team at the Residential & Home Care Show in London. This two day event brings owners, directors, CEO’s, head of departments, registered managers and senior management teams from care homes, dementia homes, nursing homes, care villages, extra care specialists, housing associations and all forms of home care providers gather to gain ideas, products and services to boost their business and improve levels of care. Stop by Booth C75 to learn how Skedulo helps home healthcare organizations reduce costs, improve efficiencies, and serve more patients. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-dot-org-conference/" type: "event" title: "Salesforce DOT org Conference" location: "London, UK" date: "2019-10-02" endDate: "2019-10-02" status: "ended" description: "Join us at the Salesforce DOT org Conference in London. Hear from our customer Cosgrove Care on how they've used Skedulo to modernize their organization." lastmod: "2019-09-09" --- # Salesforce DOT org Conference _October 2, 2019_ ### Event details - **Location** — London, UK - **Date & Time** — October 2, 2019 ### Overview Join Skedulo in London for an exciting day of networking and learning with other changemakers in the nonprofit sector. The Salesforce DOT org conference on October 2nd is the perfect one-day event is the perfect opportunity to gather and learn how to develop, optimize, and transform your organization for impact. In the afternoon breakout sessions, don't miss the opportunity to hear from our customer [Cosgrove Care](https://www.skedulo.com/customers/cosgrove-care-delivers-personalized-support-with-skedulo/) in Hall 2 as they discuss how they went about **Transforming domiciliary care operations**with Skedulo's Mobile Workforce Management solution. We are excited for you to meet our team and learn how we help nonprofit organizations like [Easterseals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/) and the [American Red Cross](https://www.skedulo.com/customers/american-red-cross/) reduce administrative cost, engage with volunteers, and serve more people in their target communities. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-live-australia-new-zealand-2021/" type: "event" title: "Salesforce Live: Australia & New Zealand" location: "Australia & New Zealand" date: "2021-03-24" endDate: "2021-03-24" status: "ended" description: "A virtual event running over 6 weeks, Salesforce Live begins with an inspiring keynote on 24th of March and continues with a multitude of on demand sessions. Join our demo session on the first day, or schedule time to meet with a Skedulo expert during the event. We’d love to discuss how to better optimize your deskless workforce." lastmod: "2021-03-08" --- # Salesforce Live: Australia & New Zealand _March 24, 2021_ ### Event details - **Location** — Australia & New Zealand - **Date & Time** — March 24, 2021 ### Overview **Dates & Time: 24 March 2021, 11:30AM AEST - 29 April 2021** [Register at salesforce.com](https://www.salesforce.com/au/events/sflive21/anz/overview/) ### Description: Skedulo is sponsoring **Salesforce Live: Australia & New Zealand**! A virtual event running over 6 weeks, Salesforce Live begins with an inspiring keynote on 24th of March and continues with a multitude of on demand sessions. Join our demo session on the first day, or schedule time to meet with a Skedulo expert during the event. We’d love to discuss how to better optimize your deskless workforce. This event has ended ## Register for Salesforce Live: Australia & New Zealand Join our demo session on the first day, or schedule time to meet with a Skedulo expert during the event. [Register now for free](https://www.salesforce.com/au/events/sflive21/anz/overview/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-atlanta-2019/" type: "event" title: "Salesforce World Tour Atlanta" location: "Atlanta, Georgia" date: "2019-09-18" endDate: "2019-09-18" status: "ended" description: "Join Skedulo at Salesforce World Tour Atlanta 2019! We look forward to a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love." lastmod: "2019-09-11" --- # Salesforce World Tour Atlanta _September 18, 2019_ ### Event details - **Location** — Atlanta, Georgia - **Date & Time** — September 18, 2019 ### Overview Join Skedulo at Salesforce World Tour Atlanta 2019! We look forward to a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises and mid-market companies intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. With Skedulo, enterprises dramatically improve the customer experience, increase organizational efficiency, empower their employees, and unify their tech stacks to move trustworthy data across the organization with ease. Come see us at the Salesforce World Tour in Atlanta and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-boston/" type: "event" title: "Salesforce World Tour – Boston" location: "Boston, Massachusetts" date: "2018-04-05" endDate: "2018-04-05" status: "ended" description: "Skedulo will be at Salesforce World Tour in Boston. Discover how Salesforce is empowering Trailblazers to connect with their customers in a whole new way. Come meet us there!" lastmod: "2018-03-18" --- # Salesforce World Tour – Boston _April 5, 2018_ ### Event details - **Location** — Boston, Massachusetts - **Date & Time** — April 5, 2018 ### Overview Attend the Salesforce World Tour 2018 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Come see us at the Salesforce World Tour in Boston and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-dallas/" type: "event" title: "Salesforce World Tour Dallas" location: "Dallas, Texas" date: "2019-08-15" endDate: "2019-08-15" status: "ended" description: "Join Skedulo at the Salesforce World Tour Dallas 2019! We are excited for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love." lastmod: "2019-08-14" --- # Salesforce World Tour Dallas _August 15, 2019_ ### Event details - **Location** — Dallas, Texas - **Date & Time** — August 15, 2019 ### Overview Join Skedulo at the Salesforce World Tour Dallas 2019! We are excited for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises and mid-market companies intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. With Skedulo, enterprises dramatically improve the customer experience, increase organizational efficiency, empower their employees, and unify their tech stacks to move trustworthy data across the organization with ease. Come see us at the Salesforce World Tour in Dallas and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-london/" type: "event" title: "Salesforce World Tour – London" location: "London, England" date: "2018-05-17" endDate: "2018-05-17" status: "ended" description: "Skedulo will be at Salesforce World Tour in London. Discover how Salesforce is empowering Trailblazers to connect with their customers in a whole new way. Come meet us there!" lastmod: "2018-03-18" --- # Salesforce World Tour – London _May 17, 2018_ ### Event details - **Location** — London, England - **Date & Time** — May 17, 2018 ### Overview Attend the Salesforce World Tour 2018 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Come see us at the Salesforce World Tour in London and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-london-2019/" type: "event" title: "Salesforce World Tour London" location: "London, United Kingdom" date: "2019-05-23" endDate: "2019-05-23" status: "ended" description: "Skedulo at Salesforce World Tour London on May 23, 2019. Meet the team and learn how Skedulo helps manage, schedule and dispatch mobile workers." lastmod: "2019-05-17" --- # Salesforce World Tour London _May 23, 2019_ ### Event details - **Location** — London, United Kingdom - **Date & Time** — May 23, 2019 ### Overview Attend the Salesforce World Tour 2019 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises and mid-market companies intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. With Skedulo, enterprises dramatically improve the customer experience, increase organizational efficiency, empower their employees, and unify their tech stacks to move trustworthy data across the organization with ease. Come see us at the Salesforce World Tour in London and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-los-angeles-2019/" type: "event" title: "Salesforce World Tour Los Angeles" location: "Los Angeles, California" date: "2019-08-28" endDate: "2019-08-28" status: "ended" description: "Join Skedulo at the Salesforce World Tour Los Angeles 2019! We are excited for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love." lastmod: "2019-08-26" --- # Salesforce World Tour Los Angeles _August 28, 2019_ ### Event details - **Location** — Los Angeles, California - **Date & Time** — August 28, 2019 ### Overview Join Skedulo at the Salesforce World Tour Los Angeles 2019! We are excited for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises and mid-market companies intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. With Skedulo, enterprises dramatically improve the customer experience, increase organizational efficiency, empower their employees, and unify their tech stacks to move trustworthy data across the organization with ease. Come see us at the Salesforce World Tour in Los Angeles and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-new-york/" type: "event" title: "Salesforce World Tour – New York" location: "New York City" date: "2018-04-26" endDate: "2018-04-26" status: "ended" description: "Skedulo will be at Salesforce World Tour New York. Discover how Salesforce is empowering Trailblazers to connect with their customers in a whole new way. Come meet us there!" lastmod: "2018-03-18" --- # Salesforce World Tour – New York _April 26, 2018_ ### Event details - **Location** — New York City - **Date & Time** — April 26, 2018 ### Overview Attend the Salesforce World Tour 2018 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Come see us at the Salesforce World Tour in New York and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-nyc-2019/" type: "event" title: "Salesforce World Tour NYC" location: "NYC, New York" date: "2019-05-07" endDate: "2019-05-07" status: "ended" description: "Skedulo at Salesforce World Tour NYC on May 7, 2019. Meet the team and learn how Skedulo helps manage, schedule and dispatch mobile workers." lastmod: "2019-05-02" --- # Salesforce World Tour NYC _May 7, 2019_ ### Event details - **Location** — NYC, New York - **Date & Time** — May 7, 2019 ### Overview Attend the Salesforce World Tour 2019 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises and mid-market companies intelligently manage, schedule, dispatch, and support mobile workers on the go, whether they are full-time, part-time, or contract employees. With Skedulo, enterprises dramatically improve the customer experience, increase organizational efficiency, empower their employees, and unify their tech stacks to move trustworthy data across the organization with ease. Come see us at the Salesforce World Tour in NYC and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-nyc-2022/" type: "event" title: "Salesforce World Tour New York City 2022" location: "Javits Center, New York City" date: "2022-06-23" endDate: "2022-06-23" status: "ended" description: "Get ready NYC, the Trailblazers are coming. Join us this year for an unforgettable experience as the Salesforce World Tour comes to New York on June 23!" lastmod: "2022-06-15" --- # Salesforce World Tour New York City 2022 _June 23, 2022_ ### Event details - **Location** — Javits Center, New York City - **Date & Time** — June 23, 2022 ### Overview **When: Thursday, June 23 9:00am - 5:00pm ET Where: Javits Center, New York City** Skedulo is a proud sponsor of the Salesforce World Tour NYC! Get ready to reconnect, be inspired and network with an amazing community. We’re bringing together inspiring thought leaders and innovators, live and in person. Even though this event is free of charge, space is limited, reserve your spot by registering below! This event has ended ## Schedule mobile employees directly from Salesforce Learn more about the Salesforce integration and partnership [Learn more](https://www.skedulo.com/integrations/salesforce/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-nyc-dec-2022/" type: "event" title: "Salesforce World Tour: New York City" location: "Javits Center, New York City" date: "2022-12-08" endDate: "2022-12-08" status: "ended" description: "Meet with Skedulo at Salesforce World Tour: NYC! Get hands-on with the latest innovations and transform your customer experience." lastmod: "2022-11-01" --- # Salesforce World Tour: New York City _December 8, 2022_ ### Event details - **Location** — Javits Center, New York City - **Date & Time** — December 8, 2022 ### Overview ### Details **When: Thursday, December 8th, 9:00 AM – 5:00 PM ET** **Where: Javits Center, New York City** Skedulo is a proud sponsor of the Salesforce World Tour NYC! Get ready to reconnect, be inspired, and network with an amazing community. We’re bringing together inspiring thought leaders and innovators, live and in person. Even though this event is free of charge, space is limited, reserve your spot by registering below! [Visit the SFWT NYC site](https://www.salesforce.com/world-tour/nyc/home/) ### Meet with Skedulo! Sign up now using the form on this page for your chance to speak with our team and learn how Skedulo makes managing complex mobile workforce management easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to meet you at Salesforce World Tour: NYC! This event has ended ## Schedule mobile employees directly from Salesforce Connect employee scheduling with Salesforce data to drive productivity and empower your mobile workers, all through Skedulo’s native solution. [Learn more](https://www.skedulo.com/integrations/salesforce/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-sydney/" type: "event" title: "Salesforce World Tour – Sydney" location: "Sydney, Australia" date: "2018-03-06" endDate: "2018-03-06" status: "ended" description: "Skedulo will be at Salesforce World Tour in Sydney. Discover how Salesforce is empowering Trailblazers across Australia and New Zealand to connect with their customers in a whole new way. Come meet us there!" --- # Salesforce World Tour – Sydney _March 6, 2018_ ### Event details - **Location** — Sydney, Australia - **Date & Time** — March 6, 2018 ### Overview Attend the Salesforce World Tour 2018 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organisations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Come see us at the [Salesforce World Tour – Sydney](https://www.salesforce.com/au/campaign/sfwt18/overview/) and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-sydney-2019/" type: "event" title: "Salesforce World Tour Sydney" location: "Sydney, Australia" date: "2019-03-06" endDate: "2019-03-06" status: "ended" description: "Skedulo will be attending Salesforce World Tour Sydney 2019 for the 3rd consecutive year! Join us at our booth and meet the team, learn all about mobile workforce management, and grab some cool Skedulo merch." lastmod: "2019-02-25" --- # Salesforce World Tour Sydney _March 6, 2019_ ### Event details - **Location** — Sydney, Australia - **Date & Time** — March 6, 2019 ### Overview Skedulo will be attending Salesforce World Tour Sydney 2019 for the 3rd consecutive year! Join us at our booth and meet the team, learn all about mobile workforce management, and grab some cool Skedulo merch! Want to know how your mobile workforce shapes up? Book your FREE mobile workforce assessment using the form provided. After the success of Salesforce World Tour 2018, the largest cloud conference in the Southern Hemisphere will return to Sydney in March 2019. Hosted at the ICC Exhibition Hall, Sydney. World Tour 2019 will be bigger and better than ever before. Be the first to experience the Customer Success Platform and join us at the next generation of Salesforce World Tour. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-sydney-2020/" type: "event" title: "Salesforce World Tour Sydney 2020" location: "Sydney, Australia" date: "2020-03-04" endDate: "2020-03-04" status: "ended" description: "Skedulo at Salesforce World Tour Sydney on March 4, 2020, at the ICC Exhibition Hall. Meet the team and learn about mobile workforce management." lastmod: "2020-02-11" --- # Salesforce World Tour Sydney 2020 _March 4, 2020_ ### Event details - **Location** — Sydney, Australia - **Date & Time** — March 4, 2020 ### Overview Skedulo will be attending Salesforce World Tour Sydney 2020 for the 4th consecutive year! Join us at our booth and meet the team, learn all about mobile workforce management, and grab some cool Skedulo merch! Want to know how your mobile workforce shapes up? Book your free mobile workforce assessment using the form provided. After the success of Salesforce World Tour 2019, the largest cloud conference in the Southern Hemisphere will return to Sydney in March 2020. Hosted at the ICC Exhibition Hall in Sydney, World Tour 2020 will be bigger and better than ever before. Be the first to experience the Customer Success Platform and join us at the next generation of Salesforce World Tour. Schedule time to meet with a Skedulo expert while you are in Sydney. We’d love to discuss how to better optimize your deskless workers. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-sydney-2022/" type: "event" title: "Salesforce World Tour Sydney 2022" location: "International Convention Centre Sydney, Australia" date: "2022-04-07" endDate: "2022-04-07" status: "ended" description: "Get ready Sydney, the Trailblazers are coming. Join us this year for an unforgettable virtual experience as the Salesforce World Tour comes Down Under on 7 April!" lastmod: "2022-03-31" --- # Salesforce World Tour Sydney 2022 _April 7, 2022_ ### Event details - **Location** — International Convention Centre Sydney, Australia - **Date & Time** — April 7, 2022 ### Overview Get ready Sydney, the Trailblazers are coming. Join us this year for an unforgettable virtual experience as the Salesforce World Tour comes Down Under! Enjoy an incredible Main Show, view live product demos, hear from industry-leading experts and experience incredible virtual networking opportunities. Skedulo is a Platinum+ Sponsor of the Salesforce World Tour Sydney 2022 and we can’t wait to meet you—either virtually or in person at the event! ### Check out our speaking session live on-site **Session title:**CPL & Skedulo Help People Do Amazing Things with Their Lives**When**: 7 April, 2022, 3.10pm - 3.40pm **Where**: International Convention Centre Sydney, Room E3.4, Breakout 6 E Learn how CPL & Skedulo have worked together for over five years to provide the best experience not only for their clients receiving disability support, but also for their Direct Support Workers who are in the field providing assistance to uplift clients’ lives. ### Watch SFWT Sydney via Broadcast [Broadcast live via Salesforce+](https://www.salesforce.com/au/events/worldtour/syd22/) ### Meet with Skedulo Sign up now for your chance to speak with our team and learn how Skedulo makes managing complex field service easy. With Skedulo, you can schedule new jobs and appointments, communicate in real-time with your mobile employees, and automatically assign new jobs based on employee availability and qualifications. We can’t wait to see you at Salesforce World Tour Sydney! This event has ended ## Schedule mobile employees directly from Salesforce Learn more about the Salesforce integration and partnership [Learn more](https://www.skedulo.com/integrations/salesforce/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-toronto/" type: "event" title: "Salesforce World Tour – Toronto" location: "Toronto" date: "2018-05-03" endDate: "2018-05-03" status: "ended" description: "Skedulo will be at Salesforce World Tour in Toronto. Discover how Salesforce is empowering Trailblazers to connect with their customers in a whole new way. Come meet us there!" lastmod: "2018-03-18" --- # Salesforce World Tour – Toronto _May 3, 2018_ ### Event details - **Location** — Toronto - **Date & Time** — May 3, 2018 ### Overview Attend the Salesforce World Tour 2018 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organizations. Learn how to transform to meet your customers’ demand for effortless, connected experiences they’ll love. Come see us at the Salesforce World Tour in Toronto and meet with our amazing team! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/salesforce-world-tour-washington-dc-2022/" type: "event" title: "Salesforce World Tour Washington DC 2022" location: "Walter E. Washington Convention Center, Washington, D.C." date: "2022-04-12" endDate: "2022-04-12" status: "ended" description: "Get ready DC, the Trailblazers are coming. Join us this year for an unforgettable experience as the Salesforce World Tour comes to DC on April 12!" lastmod: "2022-04-07" --- # Salesforce World Tour Washington DC 2022 _April 12, 2022_ ### Event details - **Location** — Walter E. Washington Convention Center, Washington, D.C. - **Date & Time** — April 12, 2022 ### Overview **When: Tuesday, April 12, 2022 @ 9:00 a.m. ET Where: Booth 207, Walter E. Washington Convention Center, Washington, D.C.** Skedulo is a proud sponsor of the Salesforce World Tour Washington DC! Get ready to reconnect, be inspired and network with an amazing community. We’re bringing together inspiring thought leaders and innovators, live and in person. Learn how Customer 360 is powering safe and secure digital services and hear how Net Zero Cloud can help us create a more sustainable future. See you safely in D.C.! Even though this event is free of charge, space is limited, reserve your spot by registering below! This event has ended ## Schedule mobile employees directly from Salesforce Learn more about the Salesforce integration and partnership [Learn more](https://www.skedulo.com/integrations/salesforce/) --- --- url: "https://www.skedulo.com/events/scottish-care-tech-care-care-tech/" type: "event" title: "Scottish Care: Tech Care, Care Tech" location: "Glasgow, Scotland" date: "2018-08-24" endDate: "2018-08-24" status: "ended" description: "Join Skedulo's workshop at Tech Care, Care Tech taking place August 24. We will be discussing the evolution of the care home and care at home/housing support sector that will affect the future of this industry in Scotland." lastmod: "2018-07-31" --- # Scottish Care: Tech Care, Care Tech _August 24, 2018_ ### Event details - **Location** — Glasgow, Scotland - **Date & Time** — August 24, 2018 ### Overview Attend Tech Care, Care Tech taking place August 24 for a unique event that will bring together technology alongside people who use and work in social care services to discuss what technology might mean for you in your home or workplace. This will be a unique day and one not to be missed if you are interested in the shape of the care home and care at home/housing support sector in Scotland, both now and in the future. Join Skedulo's workshop to hear from [Cosgrove Care](https://www.cosgrovecare.org.uk/) on why and how they are using technology to better provide service and support to their service users as they transition to independent living. Come see us at the Tech Care, Care Tech and meet with our amazing team and customer! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/skedulo-boston-red-sox-2024/" type: "event" title: "Skedulo Boston Red Sox Game - Hit It Out of the Park!" location: "Fenway Park" date: "2024-06-12" endDate: "2024-06-12" status: "ended" description: "Step up to the plate and join us for an unforgettable day at Fenway Park!" lastmod: "2024-05-20" --- # Skedulo Boston Red Sox Game - Hit It Out of the Park! _June 12, 2024_ ### Event details - **Location** — Fenway Park - **Date & Time** — June 12, 2024 ### Overview ### Step up to the plate and join us for an unforgettable day at Fenway Park! Sign up for an opportunity to join the Skedulo team at historic Fenway Park for a Red Sox vs Phillies game! It's not just about the game; it's also an excellent opportunity for attendees to network with their industry peers. Don't miss your chance to be part of the excitement! Register now to secure your spot. Suite and ticket details will be emailed to you closer to the event date. **Location:**Fenway Park - Suite Details Shared Over Email 4 Jersey Street Boston, MA, 02215 **Date & Time:**Wednesday, June 12th, 2024 7:00 PM - 10:00 PM ### Register now - spots are limited! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/skedulo-connects-skedulo-plus-mobile-app-webinar/" type: "event" title: "Discover our New Mobile App: Skedulo Plus" date: "2023-11-13" endDate: "2023-11-13" status: "ended" description: "James Huddleston interviews Bart Banda, Director of Product Applications, on the features behind Skedulo's mobile app and what they mean for teams scheduling on the go." --- # Discover our New Mobile App: Skedulo Plus _November 13, 2023_ ![Skedulo Plus mobile app demo video thumbnail](https://www.skedulo.com/assets/2023/11/Skedulo-Plus-Demo-Video-Thumbnail-YT-1_0x0_acf_cropped.png) ### Event details - **Date & Time** — November 13, 2023 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/4QetnLyDl3s) As the professional landscape shifts towards unprecedented mobility, the demand for adept tools is more crucial than ever. In our new Skedulo Connects product discovery series, James Huddleston sits down with Bart Banda, Director of Product Applications, to unravel the intricate elements of an app designed to revolutionize your scheduling experience. Join us on this journey of exploration as we delve into the core features that promise to enhance your work efficiency and effectiveness in the realm of remote collaboration. > "We built with a high level of flexibility and extensibility so that the app can be quickly tailored to meet each organisations unique workflow needs and challenges." > > — Bart Banda Skedulo is dedicated to empowering the mobile workforce. Our intuitively designed mobile app is geared towards boosting your team's productivity and arming them to effectively tackle challenges. If you're eager for a personalized demonstration of the app and keen to explore how Skedulo can empower your mobile teams in efficiently scheduling, managing, and completing tasks, [contact us](https://www.skedulo.com/book-a-demo/) today. This event has ended ## See Skedulo in action Talk to a Skedulo expert about scheduling and managing your mobile workforce. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/skedulo-guardians-september-2024/" type: "event" title: "Skedulo Guardians Game - Hit It Out of the Park!" location: "Progressive Field" date: "2024-09-18" endDate: "2024-09-18" status: "ended" description: "Step up to the plate and join us for an unforgettable day at Progressive Field!" lastmod: "2024-09-09" --- # Skedulo Guardians Game - Hit It Out of the Park! _September 18, 2024_ ### Event details - **Location** — Progressive Field - **Date & Time** — September 18, 2024 ### Overview ### Step up to the plate and join us for an unforgettable day at Progressive Field! Sign up for an opportunity to join the Skedulo team in the team suite. It's not just about the game; it's also an excellent opportunity for attendees to network with their industry peers. Don't miss your chance to be part of the excitement! Register now to secure your spot. Suite and ticket details will be emailed to you closer to the event date. **Location:** Team Suite - Details Shared Over Email Progressive Field 2401 Ontario Street Cleveland, OH, 44115 **Date & Time:** Wednesday, September 18th, 2024 7:00 PM - 10:00 PM ### Register now - spots are limited! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/skedulo-minnesota-wild-hockey-game/" type: "event" title: "Night out at Xcel Energy Center with Skedulo" location: "St. Paul, Minnesota" date: "2019-03-11" endDate: "2019-03-11" status: "ended" description: "Join us for an enjoyable evening watching the Minnesota Wild Hockey team, in our private suite, as they take on the San Jose Sharks." lastmod: "2020-04-30" --- # Night out at Xcel Energy Center with Skedulo _March 11, 2019_ ### Event details - **Location** — St. Paul, Minnesota - **Date & Time** — March 11, 2019 ### Overview Join us for an enjoyable evening watching the Minnesota Wild Hockey team, in our private suite, as they take on the San Jose Sharks. Food and alcoholic drinks will be provided. Your registration enters you for a chance to win hockey and Skedulo themed prizes. Register now to secure your spot, space is limited! **Date:** Monday, March 11 **Time:** 7:00-10:00pm CST **Location:** Xcel Energy Center - 199 W Kellog Bldv. St. Paul, MN 55102 This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/skedulo-salesforce-volunteer-day/" type: "event" title: "Skedulo & Salesforce Volunteer Day" location: "SF Marin Food Bank" date: "2018-02-26" endDate: "2018-02-26" status: "ended" description: "Join us for an afternoon of volunteering to celebrate the kick-off of FY20 and the Skedulo & Salesforce partnership! We will be volunteering in the warehouse at the SF Marin Food Bank where projects typically involve sorting fresh produce, packaging bulk foods, assembling grocery boxes for seniors, and sorting donations from food drives." lastmod: "2019-02-20" --- # Skedulo & Salesforce Volunteer Day _February 26, 2018_ ### Event details - **Location** — SF Marin Food Bank - **Date & Time** — February 26, 2018 ### Overview Join us for an afternoon of volunteering to celebrate the kick-off of FY20 and the Skedulo & Salesforce partnership! We will be volunteering in the warehouse at the SF Marin Food Bank where projects typically involve sorting fresh produce, packaging bulk foods, assembling grocery boxes for seniors, and sorting donations from food drives. Register now to secure your spot for this Volunteer Day with Skedulo & Salesforce. **Agenda:** **11:15am**Arrive **11:15am-12:00pm** Lunch provided by Skedulo **12:00pm-12:10pm** Orientation from the SF Marin Food Bank staff **12:10pm-2:00pm** Volunteer time in the warehouse **2:00pm-2:05pm** Group photo **2:05pm** Depart **Date:** Monday, March 4 **Time:** 11:15am - 2:00pm **Location:** 900 Pennsylvania Ave, San Francisco, CA 94107 This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/tahch-50th-annual-meeting-conference/" type: "event" title: "TAHCH 50th Annual Meeting & Conference" location: "Grapevine, Texas" date: "2019-08-27" endDate: "2019-08-29" status: "ended" description: "Join Skedulo in Booth #50 at the TAHCH's 50th Annual Meeting & Conference to see how we help you reduce costs, improve efficiencies, and serve more patients" lastmod: "2019-07-30" --- # TAHCH 50th Annual Meeting & Conference _August 27 - August 29, 2019_ ### Event details - **Location** — Grapevine, Texas - **Date & Time** — August 27 - August 29, 2019 ### Overview We can't wait to see you at the Texas Association for Home Care & Hospice's 50th Annual Meeting & Conference in Grapevine, Texas! This two-day event brings together more than 400 industry leaders from all over the state to discuss and celebrate the industry's history and bringing the future home. This event is the perfect venue for healthcare professionals to meet vendors, continue their education, and learn about the latest innovations hoping to solve common challenges in the healthcare industry today. Be sure to sign up now for your chance to speak with our team and learn how Skedulo has helped healthcare organizations all over the globe reduce costs, improve efficiencies, retain their top talent, and serve more patients. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/the-global-frontline-experience-summit-2020-2/" type: "event" title: "The Global Frontline Experience Summit" location: "Online" date: "2020-11-12" endDate: "2020-11-12" status: "ended" description: "The virtual summit for operations, marketing, customer experience, and people leaders committed to making frontline work awesome. Join us on November 12." lastmod: "2020-12-04" --- # The Global Frontline Experience Summit _November 12, 2020_ ### Event details - **Location** — Online - **Date & Time** — November 12, 2020 ### Overview **Time: November 12, 2020 8am-4pm in Pacific Time (US and Canada)** [Register now](https://frontlinesummit.com/?utm_source=general&utm_medium=partner&utm_campaign=skedulo) ### Description: **We know that awesome customer experience starts at the frontline. We also know that delivering that experience has become more challenging than ever before.** And that’s why we’re co-hosting the first Global Frontline Experience Summit, a one day virtual event for operations, marketing, customer experience, and people leaders committed to advancing the frontline work experience through technology and world-class operations. You’ll have the chance to learn from other frontline leaders and talk to your peers about how they’re approaching common challenges: - Creating a top notch culture for your frontline teams - Driving consistent delivery of experience at scale - Attracting and retaining top frontline talent - Connecting the frontline to the bottom line. [Check out the list of who's speaking and more!](https://frontlinesummit.com/?utm_source=general&utm_medium=partner&utm_campaign=skedulo) This event has ended ## #frontline Join us for the Global Frontline Experience Summit [Register now](https://frontlinesummit.com/?utm_source=general&utm_medium=partner&utm_campaign=skedulo) --- --- url: "https://www.skedulo.com/events/the-global-frontline-experience-summit-2022/" type: "event" title: "The Global Frontline Experience Summit 2022" location: "Online" date: "2022-02-16" endDate: "2022-02-16" status: "ended" description: "The only customer experience event designed for service businesses. Join thousands of leaders from people-powered businesses across Marketing, Customer Experience, Operations and HR. Learn how to level up your customer experience and empower your customer facing teams to deliver awesome service, every time." lastmod: "2022-02-01" --- # The Global Frontline Experience Summit 2022 _February 16, 2022_ ### Event details - **Location** — Online - **Date & Time** — February 16, 2022 ### Overview [Register at frontlinesummit.com](https://www.frontlinesummit.com/?utm_medium=Email&utm_campaign=Summit2022_Skedulo) ### For leaders ready to make a difference at the frontline Join thousands of leaders from people-powered businesses across Marketing, Customer Experience, Operations and HR. Learn how to level up your customer experience and empower your customer facing teams to deliver awesome service, every time. Hear speakers from some of the most customer obsessed brands as they share their stories and playbooks: [speaker list and agenda](https://www.frontlinesummit.com/?utm_medium=Email&utm_campaign=Summit2022_Skedulo). ### 1. Learn why the current CX model doesn’t work for service businesses Most service businesses aren’t doing enough to empower the people responsible for serving the customer. Learn what’s broken, and how to fix it. ### 2. Hear real-world examples from industry leaders Frontline first companies will share how they win on customer experience through trusting, appreciating and supporting their customer facing teams. ### 3. Discover new tools and processes designed to fix the problem Get familiar with the new breed of customer experience tools and processes, designed for frontline success. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-next-frontier-of-digital-transformation-deskless-productivity/" type: "event" title: "The Next Frontier of Digital Transformation: Deskless Productivity" location: "Online" date: "2020-06-04" endDate: "2020-06-04" status: "ended" description: "A 45-minute webinar from 451 Research and Skedulo on workforce productivity trends, the challenges of deskless work and managing mobile workers." lastmod: "2020-05-15" --- # The Next Frontier of Digital Transformation: Deskless Productivity _June 4, 2020_ ### Event details - **Location** — Online - **Date & Time** — June 4, 2020 ### Overview Gradual shifts in workforce design are forcing businesses to revisit their productivity strategies, particularly regarding deskless workers—employees who don’t work in a traditional office setting. The growth of flexible and remote work following the outbreak of COVID has placed a spotlight on work that happens outside of an office, and subsequently raised questions about how that work—and the productivity of the employees behind it—can be measured. **Join 451 Research and Skedulo in this 45 min discussion to explore:** - Workforce productivity trends past, present and future - The growth trajectory and unique challenges of deskless work - Best practices for managing mobile workers in a post-COVID world **Speakers:** - Conner Forrest - Sr. Analyst - 451 Research - Miles Kelly - EVP, Marketing - Skedulo - Michael Gleason - Director, Product Marketing - Skedulo This event has ended ## See the Deskless Productivity Cloud for yourself [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/thursday-night-football-with-skedulo/" type: "event" title: "Thursday Night Football with Skedulo" location: "CenturyLink Field" date: "2018-08-30" endDate: "2018-08-30" status: "ended" description: "Start your Thursday evening with drinks, dinner, and networking with fellow industry peers. Next, we'll walk over to CenturyLink Field to take in the game: Seattle Seahawks vs. Oakland Raiders!" lastmod: "2018-07-26" --- # Thursday Night Football with Skedulo _August 30, 2018_ ### Event details - **Location** — CenturyLink Field - **Date & Time** — August 30, 2018 ### Overview **Date:** August 30 **Time:** 4 PM PST Join Skedulo for a night of food, fun, and FOOTBALL! Start your Thursday evening with drinks, dinner, and networking with fellow industry peers at Girin Ssam Bar. Next, we'll walk over to CenturyLink Field to take in the game: Seattle Seahawks vs. Oakland Raiders! Due to limiting space, please register today to save your seat! We will have a Skedulo representative reach out to you shortly to confirm your registration. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/topgolf-salt-lake-city/" type: "event" title: "Topgolf Salt Lake City" location: "Salt Lake City, UT" date: "2018-11-15" endDate: "2018-11-15" status: "ended" description: "Start your Thursday evening with drinks and BBQ while competing against your peers in a high-tech golf game at Topgolf. Any way you play, you'll have a great time with Skedulo." lastmod: "2018-10-24" --- # Topgolf Salt Lake City _November 15, 2018_ ### Event details - **Location** — Salt Lake City, UT - **Date & Time** — November 15, 2018 ### Overview **Date:** November 15 **Time:** 5:30 PM PST Join us for a fun night out at Topgolf Salt Lake City. Start your Thursday evening with dinner and drinks with your peers while competing against them in a high-tech golf game. No matter your level of play, you'll have a great time at Topgolf with Skedulo. Due to limiting space, please register today to save your seat! We will have a Skedulo representative reach out to you shortly to confirm your registration. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-best-practices-for-using-skedulo-during-covid-19/" type: "event" title: "Best Practices for Using Skedulo During COVID-19" date: "2020-04-16" endDate: "2020-04-16" status: "ended" description: "Skedulo customer Solace Pediatric Home Healthcare shares how they moved to virtual service delivery during COVID-19, including a demo of the Broadcast Console." --- # Best Practices for Using Skedulo During COVID-19 _April 16, 2020_ ![Best Practices for Using Skedulo During COVID-19 webinar screenshot](https://www.skedulo.com/assets/2020/04/Screen-Shot-2020-04-09-at-11.48.25-AM_0x0_acf_cropped-3.png) ### Event details - **Date & Time** — April 16, 2020 ### Overview As the world settles into the new “normal”, mobile work has had to make some adjustments along the way. Skedulo customer, Solace Pediatric Home Healthcare, shares how they are utilizing virtual means to continue providing services to their customer base. Watch the webinar on-demand to hear Skedulo’s EVP of Customer Experience and Solace’s CEO best practices that all essential organizations can put into practice during the COVID-19 pandemic. In addition to the interview, Skedulo demos the Broadcast Console which enables schedulers to send custom messaging to notify resources or customers via SMS or Skedulo mobile app notification. This event has ended ## Providers, nurses and caregivers With Skedulo, your mobile workers can spend more time with patients, and less time on administrative tasks. [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar-customer-experience-future-work/" type: "event" title: "Webinar: The Customer Experience and the Future of Work" date: "2018-03-01" endDate: "2018-03-01" status: "ended" description: "Join Matt Fairhurst, CEO of Skedulo, in \"The Customer Experience and The Future of Work\" webinar to hear how you can help your business survive and thrive in these changing times!" lastmod: "2018-02-26" --- # Webinar: The Customer Experience and the Future of Work _March 1, 2018_ ### Event details - **Date & Time** — March 1, 2018 ### Overview Leading B2C service providers such as Amazon and Netflix have changed the landscape for everyone, even B2B companies. Smart companies are leaning into this shift and using technology to meet heightened expectations across their business, from how to deliver your products and services, to how to manage and enable your mobile workforce. In this webinar, you will learn: - How B2C technologies have impacted customer expectations permanently - Why excellent customer service is a strategic imperative, not a “nice to have” - How to retain employees and contractor retention in the age of the “gig” economy - Tactics for managing mobile employees to actually improve your customer journey Register today to learn how you can help your business survive and thrive in these changing times! ## Speaker: ### Matt Fairhurst ### CEO of Skedulo Matt Fairhurst is the co-founder and CEO of Skedulo, the leader in intelligent mobile workforce management. Matt is driven by the possibilities technology creates for the ever-growing mobile workforce. Through Skedulo, Matt seeks to improve the work lives of service employees so their days are more efficient, productive and enjoyable.c. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar-field-technologies-online-2022/" type: "event" title: "Webinar: Findings from the 2022 State of Deskless Work Survey: How to Better Retain and Enable your Mobile Workforce" location: "Online" date: "2022-09-28" endDate: "2022-09-28" status: "ended" description: "Live on September 28 @ 11 AM PDT, join James Huddleston, Sr. Director of Product Marketing at Skedulo, who will share insights from a recent survey of over 1,000 US-based workers and highlight their perspectives about job experiences and expectations. Learn how you can better enable and retain your mobile workers." lastmod: "2022-09-02" --- # Webinar: Findings from the 2022 State of Deskless Work Survey: How to Better Retain and Enable your Mobile Workforce _September 28, 2022_ ### Event details - **Location** — Online - **Date & Time** — September 28, 2022 ### Overview ### Join Skedulo and Field Technologies Online live on September 28 @ 11 AM PDT [Register now for free](https://event.on24.com/wcc/r/3920162/20E3066F50B7C514D3EC9DFB899460C0) **When: Wednesday, September 28, 2022 @ 11:00 AM PDT Duration: 1 hour** The past two years of distributed work and accelerated digital transformation have changed work for the better for knowledge workers who do their work from a desk. But what about the other 80% of the global workforce who is highly mobile and works in the field? How has the recent workplace evolution impacted mobile workers? What gains have been made in helping mobile workers be more autonomous and effective? Where are there opportunities to improve mobile worker satisfaction, retention and productivity? This webinar will provide insights from a [recent survey of over 1,000 US-based workers](https://www.skedulo.com/learn/deskless-workers/) and highlight their perspectives about job experiences and expectations. In this webinar, you’ll come away with a series of recommendations for how you can better enable and retain your mobile workers based on the findings from the survey. ### Speaker: - James Huddleston, Senior Director of Product Marketing, Skedulo ### Host & Moderator: - Miles Szkoda, Field Technologies Online This event has ended ## Field Technologies Webinar Join Skedulo and Field Technologies Online live on September 28 @ 11 AM PDT [Register now for free](https://event.on24.com/wcc/r/3920162/20E3066F50B7C514D3EC9DFB899460C0) --- --- url: "https://www.skedulo.com/resources/webinar-home-health-care-news-how-technology-can-make-or-break-your-patient-care/" type: "event" title: "Home Health Care News: How Technology Can Make or Break Your Patient Care" location: "Online" date: "2021-05-25" endDate: "2021-05-25" status: "ended" description: "Join David Von Tress (AccentCare), Melissa Fischer (NurseRegistry), and Michael Gleason (Skedulo) for a panel discussion on the current trends, opportunities, and challenges, in home-based healthcare and the role innovation and technology has played in their success." lastmod: "2021-05-20" --- # Home Health Care News: How Technology Can Make or Break Your Patient Care _May 25, 2021_ ### Event details - **Location** — Online - **Date & Time** — May 25, 2021 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/tHKL1gnwUi4) ### Description: There is no arguing home-based healthcare has undergone substantial transformation—and this transformation has only accelerated due to COVID-19. The opportunities to improve service quality, drive efficiency and profitability gains, grow market share, and enhance the care provider experience are more accessible than ever before. Join David Von Tress, Vice President, Business Transformation, at AccentCare, Melissa Fischer, COO at NurseRegistry, and Michael Gleason, Director of Product Marketing at Skedulo for a panel discussion on the current trends, opportunities, and challenges, in home-based healthcare and the role innovation and technology has played in their success. ### Speakers & Moderator: - David Von Tress, Vice President, Business Transformation @ AccentCare - Melissa Fischer, COO @ NurseRegistry - Michael Gleason, Director, Product Marketing @ Skedulo - Andrew Donlan, Reporter / Moderator @ Home Health Care News ## Duration: - 30 minute presentation This event has ended ## Scheduling for people who help people Skedulo for healthcare [Learn more](https://www.skedulo.com/industries/healthcare-human-services/) --- --- url: "https://www.skedulo.com/resources/webinar-home-health-care-trends-in-a-post-covid-world/" type: "event" title: "Home Health Care Trends in a Post-COVID World" date: "2020-06-09" endDate: "2020-06-09" status: "ended" description: "Skedulo CEO Matt Fairhurst joins home health leaders for a discussion on how organizations adjusted care delivery during COVID-19, and what home health looks like heading toward 2025." --- # Home Health Care Trends in a Post-COVID World _June 9, 2020_ ![Home Health Care Trends in a Post-COVID World webinar tile](https://www.skedulo.com/assets/2020/06/WEBINAR_HomeHealthCarePost-COVID-World-400x262@2x_0x0_acf_cropped.png) ### Event details - **Date & Time** — June 9, 2020 ### Overview COVID-19 has without question changed the way we all do our jobs. While some organizations have switched to a telehealth approach, others carry on embracing new precautions along the way. As everyone adjusts to the new normal, we are acutely aware that everything will be different. There is no playbook for evaluating and implementing new technologies overnight. We are all faced with new policies and procedures for maintaining continuity of support, care and service to the community. For Home Health Providers, the show must go on. Join our CEO for a best practices discussion with home health scheduling expert Skedulo, CEO of Solace Pediatric Home Healthcare, and CEO of Graham Healthcare Group to find out how organizations are already adjusting to today’s challenges. From utilizing virtual service delivery and doing more with less to rethinking home health 2025, you don’t want to miss it. **Key considerations:** - How do you see delivery of care shifting? - What technology will we see more or less of today and in the future? - How can we enhance the effectiveness of virtual visits? **Speakers:** - Matt Fairhurst - CEO - Skedulo - Darcie Peacock - CEO - Solace Pediatric Home Healthcare - Justin DeWitte - CEO - Graham Healthcare Group - Bob Holly - Moderator - Home Health Care News This event has ended ## Providers, nurses, and caregivers With Skedulo, your mobile workers can spend more time with patients, and less time on administrative tasks. [Book a personal demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-how-to-champion-your-deskless-workforce-with-on-demand-pay/" type: "event" title: "How to Champion your Deskless Workforce with On‑Demand Pay" location: "Online" date: "2021-01-28" endDate: "2021-01-28" status: "ended" description: "Watch our on-demand fireside chat with Wendy Kinney (Skedulo) and Jen Terrell (Rain) on how pay on-demand can improve employee financial wellness." lastmod: "2021-01-16" --- # How to Champion your Deskless Workforce with On‑Demand Pay _January 28, 2021_ ### Event details - **Location** — Online - **Date & Time** — January 28, 2021 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/deGSVzElTUY) ## Description: Life can be tough, even more so now, but we are all in this together and small acts of kindness and appreciation can make a world of difference. As an organization that employs frontline, deskless and hourly workers, you have the opportunity to be a champion of your workforce. Making some additions to your company culture and employee benefits program can help to attract, retain and empower your talent. Join our on-demand fireside chat with Wendy Kinney (EVP, Global Sales & Solutions at Skedulo) and Jen Terrell (VP, Employer Partnerships at Rain) as they look at how additions to company benefits programs, like a pay on-demand option, can improve employee financial wellness—resulting in alleviated stress, confident employees and overall increased employee happiness. This discussion will cover: - An overview of earned wage access - How you can help your workforce recognize the value of their work - Improving employee retention and happiness through financial wellness ## Speakers & Moderator: ### Wendy Kinney ### EVP, Global Sales & Solutions at Skedulo ### Jen Terrell ### VP, Employer Partnerships at Rain ### Chelsea Basilotta ### Senior Manager, Partner Alliances at Skedulo This event has ended ## Ready to make your entire team more effective? Book a personal demo. [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/" type: "event" title: "How to Improve Caregiver Satisfaction and Retention with Mobile Technology" location: "Online" date: "2021-12-15" endDate: "2021-12-15" status: "ended" description: "The work of mobile caregivers is dynamic in nature and often complex as they are challenged with a rigorous set of obstacles. In this educational webinar, a panel of experts will discuss how home health organizations can leverage technology to help achieve optimum success, ultimately fostering a more efficient and productive environment to retain mobile caregivers." lastmod: "2021-12-06" --- # How to Improve Caregiver Satisfaction and Retention with Mobile Technology _December 15, 2021_ ### Event details - **Location** — Online - **Date & Time** — December 15, 2021 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/gQ8dQoSYFEk) ### Webinar Panel Explores Role of Technology in Retaining Mobile Home Healthcare Workers Employee retention is a huge issue in home healthcare, an industry that struggles with chronic turnover among its mobile workers. In fact, the industry’s turnover rate in 2020 was above 65%, according to an [annual survey](https://homehealthcarenews.com/2021/05/a-huge-victory-home-care-turnover-remains-stable-at-65-2/) from Home Care Pulse. Can implementing technology play a role in improving employee satisfaction? How does it aid in the transition to new value-based reimbursement models? And what kinds of strategies are organizations using to boost satisfaction among their mobile caregivers? Those were among the questions addressed in a recent 45-minute webinar Skedulo sponsored with _Home Health Care News_, “How to improve caregiver satisfaction and retention with mobile technology,” which we offer here for on-demand viewing. _Home Health Care News_ Editor Bob Holly moderated the discussion among the panelists: - **James Powell, MD**, CEO, Long Island Select Healthcare - **Kelley Smith**, RN, MPH, Chief Clinical Officer, Envision Health - **Rachel Disselkamp**, Director of Healthcare Vertical, Skedulo The discussion ranged from the importance of flexibility in scheduling home caregivers, to potential pitfalls of technology in home healthcare and how visit schedule data can be mined for warning signs of worker dissatisfaction. This event has ended ## Ready to make your entire team more effective? Book a personal demo. [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-ideation-to-adoption/" type: "event" title: "Webinar: From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software" location: "Online" date: "2018-08-21" endDate: "2018-08-21" status: "ended" description: "Change is difficult, especially when it’s an organizational change to new software. Register now for our upcoming webinar “From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software” to learn how you can effectively implement change management in your organization." lastmod: "2021-07-15" --- # Webinar: From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software _August 21, 2018_ ### Event details - **Location** — Online - **Date & Time** — August 21, 2018 ### Overview **Time:**4:00PM, 21st August United States PST / 9:00AM, 22nd August Australian EST As part of implementing a new solution, your colleagues will need to accept changes in the way they do their job. Some people are more naturally inclined to be open to change and improving processes, while others are not. Change management allows you to plan and execute change in a controlled way, so ultimately it’s a positive experience for your organization. But what are the steps involved with an organization adopting a new solution and how can you make this transition as seamless as possible? Skedulo’s very own **Emily Hay, Senior Project Manager + Salesforce MVP**, and **David Isaacs, Head of Design** discuss change management and user adoption right from design through to implementation and ongoing support. **“From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software”** explores the many areas to think about before adopting a new solution, including: - The process of requiring a solution through to adopting one - Where to begin when it comes to training a team on new software - Handling ‘Murphy’s law’ - Making your software accessible to all employees - Asset to leverage to help you on your way - And more! ## Speakers: ### Emily Hay ### Senior Project Manager + Salesforce MVP Emily is a Salesforce Women in Technology leader, Senior Project Manager and Salesforce MVP with over 8 years’ experience in development and project lead roles on the Salesforce platform, and 12 years’ experience in the technology industry. Emily is passionate about equality in all walks of life, and believes that the best way to build tech products and systems that people love is to deliver them with teams that reflect the communities we’re serving. ### David Isaacs ### Head of Design With over 12 years experience in design, David Isaacs has worked on projects from complex web applications through to commerce websites, mobile operating systems, and mobile applications. David leads the team of designers here at Skedulo and has a passion for tackling the difficult problems whilst supporting design talent and developing a great team. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/ndis-mobile-workforce-management-success-in-2018-2/" type: "event" title: "NDIS - Mobile Workforce Management Success in 2018" date: "2018-03-08" endDate: "2018-03-08" status: "ended" description: "Matt Fairhurst, CEO and Co-Founder of Skedulo, walks through the NDIS customer journey from a mobile workforce management perspective." --- # NDIS - Mobile Workforce Management Success in 2018 _March 8, 2018_ ![NDIS Mobile Workforce Management Success in 2018 webinar tile](https://www.skedulo.com/assets/2018/03/NDIS-resource_0x0_acf_cropped.png) ### Event details - **Date & Time** — March 8, 2018 ### Overview The National Disability Insurance Scheme (NDIS) is on the continual roll-out in Australia. Your attention is in every direction right now, ensuring you're meeting hourly rates, managing cashflow, and attending to your Service Workers' needs. It's quite often we forget to focus our attention on the customer and what they require from you as an NDIS Service Provider. Join Matt Fairhurst, CEO & Co-Founder of Skedulo, as he delves into the NDIS Customer Journey from a Mobile Workforce Management perspective, gain insight into: - Key features of the NDIS in 2018 - Mapping your customer journey from contact to continual service - Effectively aligning your Service Workers to your Participants - How you can reduce your labour/service costs - And more! ### Speaker: ### Matt Fairhurst ### CEO & Co-Founder Matt Fairhurst is the co-founder and CEO of Skedulo, the leader in intelligent mobile workforce management. Matt is driven by the possibilities technology creates for the ever-growing mobile workforce. Through Skedulo, Matt seeks to improve the work lives of service employees so their days are more efficient, productive and enjoyable. This event has ended ## See Skedulo in action Talk to a Skedulo expert about scheduling and managing your NDIS workforce. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-order-out-of-chaos-why-and-how-home-healthcare-care-coordinators-must-evolve/" type: "event" title: "Order Out of Chaos: Why—and How—Home Healthcare Care Coordinators Must Evolve" date: "2021-03-24" endDate: "2021-03-24" status: "ended" description: "Michael Gleason walks through the top challenges home healthcare providers faced in 2021, with profiles of organizations that turned chaos into order through better care coordination." --- # Order Out of Chaos: Why—and How—Home Healthcare Care Coordinators Must Evolve _March 24, 2021_ ![Order Out of Chaos video preview](https://www.skedulo.com/assets/2021/03/OrderOutOfChaos_vid-preview_870x490@2x_0x0_acf_cropped.jpg) ### Event details - **Date & Time** — March 24, 2021 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/0edBOd5MDTI) ## Description: The global Home Healthcare market was valued at $167 billion in 2020—and you would be hard pressed to find a more dynamic field. Between the sprawl of patient locations, the varying nature of their needs and the range of staff profiles to serve them, and the chaotic nature of life from cancellations to sick days to traffic, Home Healthcare providers—and particularly care coordinators—deal with chaos daily. Watch this webinar on-demand to walk away with: - A data-informed snapshot of the top challenges Home Healthcare providers face in 2021 - An opportunity to benchmark your operation against industry trends and key data points - Profiles of innovative organizations like Solace Pediatric Home Healthcare and Easterseals Northern California that are transforming chaos into order through improved coordination of mobile caregiver teams ## Speakers: - Michael Gleason, Director of Product Marketing, Skedulo ## Duration: - 30 minute presentation This event has ended ## See the Deskless Productivity Cloud for yourself [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar-shifting-the-point-of-care-and-putting-worker-retention-in-drive/" type: "event" title: "Webinar: Shifting the point of care and putting worker retention in drive" location: "Online" date: "2022-04-07" endDate: "2022-04-07" status: "ended" description: "Live on April 7 @ 2pm ET, join a panel of experts who will share how they are improving the caregiver experience and care for patients. As the point-of-care continues to shift to the home, organizations are shifting their worker retention strategies to meet the work styles of their mobile caregivers." lastmod: "2022-08-22" --- # Webinar: Shifting the point of care and putting worker retention in drive _April 7, 2022_ ### Event details - **Location** — Online - **Date & Time** — April 7, 2022 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/g05L6ijfWXM) As the point-of-care continues to shift to the home, organizations are shifting their worker retention strategies to meet the work styles of their mobile caregivers. Join Megan Ambers, Vice President of Workforce Strategy & Human Resources Innovation for Amedisys, and Rebecca Rawlinson, Senior Manager of Healthcare Vertical for Skedulo, as they share how teams are improving the caregiver experience and care for patients. **When: April 7th @ 2PM Eastern Time** [Register now for free](https://register.gotowebinar.com/register/2169878922734109964) ### Speakers: - Megan Ambers, Vice President of Workforce Strategy & Human Resources Innovation, Amedisys - Rebecca Rawlinson, Senior Manager of Healthcare Vertical, Skedulo ### Moderator: - Andrew Donlan, Editor, Home Health Care News This event has ended ## Skedulo for healthcare With Skedulo, managing complex healthcare schedules for mobile providers is a breeze. Use Skedulo’s home care scheduling software as a service (SaaS) and mobile app to manage home healthcare delivery: appointment scheduling, advanced analytics, and more! [Learn more](https://www.skedulo.com/industries/healthcare-human-services/) --- --- url: "https://www.skedulo.com/resources/simplify-operations-for-coordinated-and-home-healthcare/" type: "event" title: "Simplify Operations for Coordinated and Home Healthcare" location: "Online" date: "2018-07-19" endDate: "2018-07-19" status: "ended" description: "What if you could simplify the operational challenges of delivering coordinated and home healthcare? Hear from Greg Pino, VP of Operations, on how New Jersey Respiratory Associates streamlined their scheduling and dispatch operations to create greater efficiency and better care delivery." lastmod: "2018-06-13" --- # Simplify Operations for Coordinated and Home Healthcare _July 19, 2018_ ### Event details - **Location** — Online - **Date & Time** — July 19, 2018 ### Overview **Time:** 10:00AM PST / 1:00PM EST What if you could simplify the operational challenges of delivering coordinated and home healthcare? In this session, hear the latest trends and challenges affecting the home healthcare industry. Learn how Greg Pino, VP of Operations at New Jersey Respiratory Associates, and his team streamlined care coordination—and connected their patient and provider data—to create greater efficiency and better care delivery. In this webinar, you will hear: - Latest trends and regulations affecting the home healthcare industry - Breaking down the operational and resource challenges of mobile care - Realistic insight into tackling the challenges and pressures of care coordination - How you can apply these insights to your healthcare business ## Speaker: ### Gregory Pino ### VP of Operations Gregory Pino is VP of Operations at New Jersey Respiratory Associates (NJRA). He has been with NJRA for over 9 years, focused on navigating administrative complexity to transform the manual back office into a digital powerhouse. NJRA is a full-service respiratory care company that develops and implements highly personalized respiratory programs for skilled nursing facilities. NJRA’s platform gives its clients the ability to provide high-quality care using a cost-effective model. While NJRA provides services that directly impact respiratory compromised individuals, a positive effect will be seen in the overall quality of care within an organization. In turn, stronger relationships will be formed and maintained. ### Marie Francis ### Senior Director of Product Marketing Marie Francis is Senior Director of Product Marketing at Skedulo where she leads product marketing, sales enablement and customer marketing. She was previously Director of Marketing at Moovweb and Product Marketing Manager for CPQ at Apttus. Marie is a proud graduate of INSEAD global business school and Rhodes College in Memphis. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar-state-of-the-deskless-workforce-what-100-cios-think/" type: "event" title: "Webinar: The State of the Deskless Workforce: What 100 CIOs Think" date: "2020-08-20" endDate: "2020-08-20" status: "ended" description: "Join Skedulo for an in-depth webinar where we unveil & analyze the survey results of over 100 IT executives to understand how the deskless workforce is evolving, the challenges deskless workers face as they have been historically overlooked by software providers, and the benefit of dedicated deskless productivity technology." --- # Webinar: The State of the Deskless Workforce: What 100 CIOs Think _August 20, 2020_ ### Event details - **Date & Time** — August 20, 2020 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/JvZFhCNURBI) ### Description: We already know 80% of the global workforce is deskless — employees who do not perform their jobs in an office setting — but do we know what they are thinking, what are their challenges, and what they are feeling? Skedulo surveyed over 100 IT executives to understand how the deskless workforce — a population that outnumbers desk-based workers four to one — is evolving, the challenges deskless workers face as they have been historically overlooked by software providers, and the benefit of dedicated deskless productivity technology. Join us for a 30-min webinar, where we will deep dive into the following: - **Key takeaways** and full survey results - **The top challenges**—**and opportunities**— for the deskless workforce - **Your pressing questions** about the rapidly evolving deskless workforce ### Speaker: - Michael Gleason - Director, Product Marketing @ Skedulo This event has ended ## Full Report: Solving the Software Gap for the Growing Community of Deskless Workers [Access the full report](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) --- --- url: "https://www.skedulo.com/resources/webinar-tackling-the-home-health-growth-challenge-ft-new-market-research/" type: "event" title: "Tackling the Home Health Growth Challenge ft. New Market Research" date: "2021-09-21" endDate: "2021-09-21" status: "ended" description: "Skedulo's Rachel Disselkamp and Michael Gleason share findings from a global study on mobile worker challenges, digital maturity, and strategic growth opportunities for healthcare organizations." --- # Tackling the Home Health Growth Challenge ft. New Market Research _September 21, 2021_ ![Tackling the Home Health Growth Challenge webinar header](https://assets.skedulo.com/uploads/events/2026/10/home-health-growth-webinar-wide-1740.webp) ### Event details - **Date & Time** — September 21, 2021 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/f8uWJWyxBlI) ### Description How worker autonomy, workforce management, and digitization affect your ability to scale. Join Skedulo’s Rachel Disselkamp Director, Healthcare and Michael Gleason, Director, Product Marketing for a discussion featuring insights from a new global study focused on mobile worker’s challenges, the varying levels of digital maturity across market segments, and strategic opportunities for healthcare organizations. This 30-min webinar will include: - Market research quantifying key challenges home healthcare organizations face - Opportunities to unlock growth - Case studies of leading organizations that are scaling through investments in their caregivers and operations This event has ended ## Scheduling for the modern healthcare provider Skedulo for Healthcare [Learn more](https://www.skedulo.com/industries/healthcare-human-services/) --- --- url: "https://www.skedulo.com/resources/webinar-the-future-of-field-service-powering-the-next-chapter-of-deskless-work/" type: "event" title: "The Future of Field Service" date: "2021-08-03" endDate: "2021-08-03" status: "ended" description: "Paul Ciappara and Michael Gleason share findings from a research project surveying hundreds of mobile workers worldwide on what separates highly effective deskless organizations from struggling ones." --- # The Future of Field Service _August 3, 2021_ ![The Future of Field Service video preview](https://assets.skedulo.com/uploads/events/2026/10/future-of-field-service-webinar-wide-1740.webp) ### Event details - **Date & Time** — August 3, 2021 ### Overview [Watch the video](https://www.youtube-nocookie.com/embed/IpF4CvfETN8) ### Description: Did you know deskless workers outnumber desk-based workers four-to-one? In fact, 62% of organizations anticipate growth in their deskless workforce over the next year, while only 4% expect that workforce to contract. Over the past year, the world has depended on deskless workers more than ever. But what makes the difference between highly effective organizations with high service satisfaction and low attrition and struggling businesses? In this session, Paul Ciappara, Director, Customer Insights & Product Strategy, and Michael Gleason, Director, Product Marketing, will share: - Key insights from an ongoing research project surveying and interviewing hundreds of mobile workers across the globe - The explanation as to why customer-centric and employee-centric strategies are not only mutually compatible but necessary for success - A better understanding around how to empower deskless workers with autonomy through a system of complementary control This event has ended ## Ready to make your entire team more effective? Book a personal demo. [Book a demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/top-tips-mobile-workforce-management-solution/" type: "event" title: "Top Tips for Implementing a Mobile Workforce Management Solution" date: "2018-06-08" endDate: "2018-06-08" status: "ended" description: "Skedulo's EVP of Customer Experience, Edward Backhouse, walks through what it takes to implement a mobile workforce management solution, drawn from the process Skedulo's Client Services team runs every customer through." --- # Top Tips for Implementing a Mobile Workforce Management Solution _June 8, 2018_ ![Top Tips for Implementing a Mobile Workforce Management Solution webinar tile](https://www.skedulo.com/assets/2018/06/TopTips_webtile_0x0_acf_cropped.png) ### Event details - **Date & Time** — June 8, 2018 ### Overview Implementing a mobile workforce management solution is never an easy task. You can run through a [mobile workforce checklist](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) or identify your current pain points, but you just might not have the technical skills to understand what your organisation truly needs. You're not alone. All of our customers were in the same boat and with a little helping hand from our Client Services team, they were well on their way to Mobile Workforce mastery. Our Executive Vice President of Customer Experience, Edward Backhouse, has you covered with our latest webinar "**Top Tips for Implementing a Mobile Workforce Management Solution."** In this webinar, you will learn: - **Integrations:** Making customer data mobile and understanding Software-as-a-Service (Saas) solutions and Application Programming Interfaces (APIs), all discussed using relatable examples and scenarios - **Implementation:** Knowing the cross-device capabilities of your potential solution including finding the right device for your required use case and important features to look out for - **Tracking:** Real-time tracking data from the field and how it can be leveraged to maximize your ROI - **Scheduling:** Appointment, location, and availability settings to get your mobile team running at it's very best - And so much more! ## Speaker: ### Edward Backhouse ### VP of Customer Journey Ed Backhouse is the Executive Vice President of Customer Experience, with responsibility from solution architecture for enhancements, implementations & customer training, customer success management & technical support. Ed has 18 years of experience in the IT Industry across project implementations and the last 9 years specifically on the Salesforce Platform leading solution architecture for implementation partners such as Cloud Sherpas and Accenture. Ed’s Customer Success team spans across Australia, Vietnam, America, and the UK. This event has ended ## See Skedulo in action Talk to a Skedulo expert about implementing a mobile workforce management solution. [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar/au-customer-session-q1-2025/" type: "event" title: "Skedulo for Healthcare: Q1 Feature Focus & Release Highlights" location: "Online" date: "2025-02-05" endDate: "2025-02-05" status: "ended" description: "An admin-focused session for Australian customers on the Q4 release: why each feature shipped, how to set it up and how to test it." lastmod: "2025-02-04" --- # Skedulo for Healthcare: Q1 Feature Focus & Release Highlights _February 5, 2025_ ### Event details - **Location** — Online - **Date & Time** — February 5, 2025 ### Overview ### Unlock the Full Potential of Our Q4 Release: Join Our Next Admin-Focused Customer Session Following the success of our first quarterly customer session, we are excited to announce that our next session will take place on February 5th. This virtual event will focus on our **Q4 release** and is designed to provide you with detailed insights. For those who joined us last time, you’ll know this is a highly **admin-focused session**, diving into the specifics of setup and configuration. Please ensure the right team members are in attendance to maximize the value of the session.' In addition to the release notes, this session will help you: - Understand **why a feature was released**. - Learn **how to set it up**. - Gain insights into **how to test it** effectively. **Webinar Details:** - **Date**: Wednesday, February 5th - **Time:** 2 PM - 2:45 PM AU - **Location:** Virtual Webinar Don't miss out—secure your spot for the February 5th virtual session now and be the first to master our latest features! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar/au-customer-webinar-october-9/" type: "event" title: "AU Customer Webinar: Feature Focus: Highlights from Our Recent Major Release" location: "Online" date: "2024-10-09" endDate: "2024-10-09" status: "ended" description: "Unlock the Full Potential of Our Latest Features: Exclusive Quarterly Webinar for Australia Customers" lastmod: "2024-09-25" --- # AU Customer Webinar: Feature Focus: Highlights from Our Recent Major Release _October 9, 2024_ ### Event details - **Location** — Online - **Date & Time** — October 9, 2024 ### Overview ### Unlock the Full Potential of Our Latest Features: Exclusive Quarterly Webinar for Australia Customers We’ve listened to your feedback and made some exciting changes! Based on what we've heard from our Australia-based customers, we've shifted to quarterly releases to give you more time to implement new features without feeling overwhelmed. But we didn’t stop there—we know that reading release notes alone doesn't always give you the full picture. That’s why we’re launching a quarterly webinar, designed specifically to help you get the most out of each update. You’ll not only get a walkthrough of the latest features but also learn why they were created, how they can enhance your workflow, and how to easily set them up and test them. This is your chance to dive deeper, ask questions, and walk away feeling confident in how to use these new tools to drive success in your business. Don’t miss out—register now and take full advantage of everything our latest release has to offer! **Webinar Details:** - **Date**: Wednesday, October 9th - **Time:** 2 PM - 2:45 PM AU - **Location:** Virtual Webinar Don't miss out—secure your spot for the October 9th webinar now and be the first to master our latest features! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/webinar-discover-the-future-of-scheduling/" type: "event" title: "Webinar: Discover the Future of Scheduling with Skedulo's Newest Product Features" location: "Online" date: "2024-06-18" endDate: "2024-06-18" status: "ended" description: "Join our webinar to discover Skedulo's latest updates in field service management. Join our webinar to discover Skedulo's latest updates in field service management. Learn about new features, platform enhancements, and best practices for optimizing your operations. We'll have a Q&A session to address your questions." lastmod: "2024-05-29" --- # Webinar: Discover the Future of Scheduling with Skedulo's Newest Product Features _June 18, 2024_ ### Event details - **Location** — Online - **Date & Time** — June 18, 2024 ### Overview ### Learn About Skedulo's Latest Product Updates Watch on demand to discover Skedulo's latest updates. Learn about new features, platform enhancements, and best practices for optimizing your operations, plus a recap of the live Q&A session. **Presenters:** - **Michael Booth**, SVP Customer Solutions - **James Huddleston**, Head of Marketing This event has ended ## Take your operations to the next level with Skedulo [Book a demo today!](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar/explore-the-future-of-scheduling/" type: "event" title: "Product Deep Dive: Increase Worker Productivity with Skedulo's New Developer Experience" location: "Online" date: "2024-11-20" endDate: "2024-11-20" status: "ended" description: "A November 20, 2024 webinar on Skedulo's new developer experience and the latest enhancements to the Skedulo platform and mobile app, with live Q&A." lastmod: "2024-11-13" --- # Product Deep Dive: Increase Worker Productivity with Skedulo's New Developer Experience _November 20, 2024_ ### Event details - **Location** — Online - **Date & Time** — November 20, 2024 ### Overview Learn ways you can boost worker productivity with Skedulo’s new developer experience. Our product team will take you through an overview of the latest enhancements we’ve made to the Skedulo platform and mobile app. This is your chance to learn and connect—join us for an interactive Q&A session and gain valuable insights into maximizing productivity. **Webinar Details:** - **Date & Time**: November 20th, 1:00 PM (PST) - **Location:** Virtual Webinar **Presenters Include:** - **Bart Banda,**Senior Director of Product Management - **Scott Gassmann**, Director of Product Enablement **Can’t make it to the live session? No problem!** Register now to receive the recording and catch up on all the valuable information at your convenience. Don’t miss out on this opportunity to elevate your experience with Skedulo - register today! This event has ended ## Take your operations to the next level with Skedulo [Book a demo today!](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/webinar/scheduling-for-home-services-and-residential-contractors-the-future-of-scheduling/" type: "event" title: "Webinar: Scheduling for Home Services & Residential Contractors" location: "Online" date: "2024-08-28" endDate: "2024-08-28" status: "ended" description: "Join our upcoming webinar on Scheduling for Home Services & Residential Contractors, hosted by Skedulo, and discover how to transform your business operations." lastmod: "2024-08-27" --- # Webinar: Scheduling for Home Services & Residential Contractors _August 28, 2024_ ### Event details - **Location** — Online - **Date & Time** — August 28, 2024 ### Overview ### Transform Your Business Operations with Skedulo Join our upcoming webinar on Scheduling for Home Services & Residential Contractors, hosted by Skedulo, and discover how to transform your business operations. Learn how to achieve greater operational efficiency, maximize productivity, and increase resource retention, all while delivering higher quality service. Our expert speakers will provide actionable insights and best practices to help you streamline your scheduling processes and enhance your overall service delivery. **Webinar Details:** - **Date**: Wednesday, August 28th - **Time:** 12 PM - 12:45 AM London - **Location:** Virtual Webinar **Presenters Include:** - **Mark Tyrrell,** Solution Architect - **Claire Hudson**, Account Executive Don't miss this opportunity to elevate your business to the next level—sign up today! This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/events/zendesk-relate-2020/" type: "event" title: "Zendesk Relate 2020" location: "Miami, Florida" date: "2020-03-03" endDate: "2020-03-05" status: "ended" description: "Skedulo planned to attend Zendesk Relate 2020 in Miami, March 3-5, 2020. The conference was cancelled; you can still talk to a Skedulo expert." lastmod: "2020-03-02" --- # Zendesk Relate 2020 _March 3 - March 5, 2020_ ### Event details - **Location** — Miami, Florida - **Date & Time** — March 3 - March 5, 2020 ### Overview ### Update 2/28/20: Zendesk Relate in Miami has been cancelled. If you'd still like to discuss your deskless workforce challenges, schedule time with one of our Skedulo experts. Join Skedulo at Zendesk’s global user conference, Relate 2020. This three-day event will show you the possibilities of the Zendesk product family. Learn how Skedulo and Zendesk are partnering together to manage the deskless workforce. You’ll hear from a wide range of thought-leaders & partners all while meeting like-minded members of the Zendesk community. Schedule time to meet with a Skedulo expert while you are in Miami. We’d love to discuss how to better optimize your deskless workers. This event has ended ## Take your operations to the next level with Skedulo [Book a Demo](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/future-of-healthcare-and-mobile-healthcare-tech/" type: "page" title: "The Future of Healthcare & Mobile Healthcare Technology" description: "Consumerization, mHealth technology, and home healthcare are all changing healthcare. Organizations can embrace it and make changes, or risk being left behind.The future of healthcare is personalized, interconnected, data-informed, and distributed. See how tech is changing where and how providers deliver patient care." lastmod: "2024-11-14" --- # The Future of Healthcare & Mobile Healthcare Technology _Healthcare_ ## Healthcare technology and care across locations Healthcare technology is changing how patients access services and how teams coordinate care across hospitals, clinics and homes. Providers use different systems for clinical records, appointments, workforce planning and patient communication. The practical challenge is making those systems useful together, with appropriate access and clear responsibility for the work. This guide examines the [changing settings of care](https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/) and the operational requirements that follow. ### Digital change in healthcare A technology initiative needs a defined purpose: a clinical use, a patient-access problem or an operational process to improve. Those purposes carry different evidence, governance and implementation requirements. It helps to distinguish **clinical tools**, such as telehealth and remote monitoring, from **operational software**, such as scheduling and workforce communication. **Patient-facing services** may include booking, registration and access to approved records. A new system also changes [internal operations](https://www.skedulo.com/blog/ai-healthcare-operations-management/), including who enters information, who reviews it and how exceptions are handled. Include those process changes in the implementation scope. New care models, funding arrangements and regulatory requirements can create additional technology needs. Assess each against the service being delivered rather than treating digital change as a goal in itself. ##### Requirements to assess **Workforce planning and coordination** Operational requirements may include: - [workforce capacity and utilization](https://www.skedulo.com/blog/complete-guide-to-utilization-management-in-healthcare/) measured through the scheduling and work records - travel planning that accounts for visit windows and locations - workflows reflecting applicable service requirements and working rules - messaging and access to relevant work information across teams - automation for defined tasks, with appropriate review and failure handling **Service and financial records** Finance and operations teams may need: - review workflows for records used in billing and claims - appointment information, reminders and cancellation handling - a clear way for patients to view bills and ask questions - consistent service and cost data for reporting **Clinical and patient systems** Examples of systems to evaluate for their intended use include: - clinical records for relevant history, findings and care documentation - patient portals for authorized record access and appointment information - booking and payment services with accessible alternatives - virtual consultations where clinically appropriate - remote monitoring for defined measurements and patient groups - review and escalation processes for the information those tools produce **Patient and staff experience** Include requirements for: - accessible services and understandable patient information - practical tools for staff, tested in their working environment - clinical review of the evidence and suitability of proposed health applications In 2022, HIMSS **[proposed a $36.7 billion investment](https://www.himss.org/news/public-health-infrastructure-needs-367-billion-investment-over-next-10-years-himss-report) in US public health data infrastructure** over ten years. The proposal included modernization and work to [connect systems](https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/?utm_source=google&utm_medium=cpc&utm_campaign=Brand-AU-Search%28SP%29-c&utm_adgroup=Skedulo&utm_content=Skedulo&utm_term=skedulo+app&gclid=Cj0KCQjw7uSkBhDGARIsAMCZNJupxC-8EF2TxmY1H7LLGxm727B6OGbODHvE9XKsznfObHhk-00jPHIaAgjYEALw_wcB). It is a historical recommendation, not a statement of current committed funding. McKinsey's findings from [a 2023 survey of 200 health-system executives](https://www.mckinsey.com/industries/healthcare/our-insights/digital-transformation-health-systems-investment-priorities) showed that 75% reported insufficient planning or resources for their digital priorities. The result reflects that survey population and period. Define the expected change, the people responsible and the measures used to assess it. Budget for data preparation, integration, training and ongoing support as well as the software. ### Patient access and communication Patients need understandable information and a practical way to communicate with their care team. Digital tools can support appointments, approved information sharing and follow-up. Their design should account for accessibility, language, connectivity and the assistance patients may need. Participation in care also depends on communication with the clinical team. A portal should support those conversations, not replace explanation or informed decisions. Areas to consider include: - **Access to records**, with appropriate permissions and clear explanations of the information available - **Communication channels** with defined response expectations and separate emergency guidance - **Remote interactions **evaluated for the intended clinical purpose, including missing data and connection failures - **Care information** that reflects the agreed plan and is understandable to the patient - **Appointment access** through suitable booking and registration options, with support when needed Review [the patient's interactions with the service](https://www.performancehealthus.com/blog/patient-engagement-strategies) before and after appointments as well as during care. Identify where information is missing or patients have to repeat a request. Source: [Patient Engagement Strategies](https://www.performancehealthus.com/blog/patient-engagement-strategies) from Performance Health Partners ### Connected health and operational records Clinical, practice-management and workforce systems hold different parts of the service record. Identify which information each team needs and which system is responsible for it. System **adoption** depends on practical workflows, training and support. Evaluate data migration, integration, privacy and maintenance alongside functionality. Usability remains a material concern. In [Milbank's 2024 primary-care scorecard](https://www.milbank.org/publications/the-health-of-us-primary-care-2024-scorecard-report-no-one-can-see-you-now/), more than 40% of family physicians reported unfavorable EHR usability and over a quarter reported overall dissatisfaction. Test **everyday tasks **with the people using the software, including how they find information and manage [notifications](https://www.synapse-medicine.com/blog/blogpost/fix-alert-fatigue-healthcare). For **connected systems**, define record ownership, update timing and correction handling. A successful transfer is only useful if the recipient can understand and appropriately use the data. **The patient view** A patient may use separate portals for different services. Review where this creates duplicate entry or confusion, and what information can appropriately be shared. **The provider view** Clinicians need relevant information for the care they provide. The [GE HealthCare research](https://www.gehealthcare.com/insights/reimagining-better-health) linked here examines patient and clinician perspectives on access and the healthcare experience. Information sharing can support [coordinated care](https://www.medicaladvantage.com/blog/improving-ehr-interoperability-for-better-healthcare-outcomes/), but outcomes depend on the clinical process as well as the connection. Additional applications need suitable interfaces, permissions and governance. Test integration with the systems actually in use. Include incomplete records, failed transfers and corrections, rather than assuming interoperability from a product label. ### Analytics and the decisions it supports Choose the question before choosing the dashboard. Operational analysis may examine travel, visit duration or capacity; clinical outcomes require appropriate clinical data and interpretation. > “Health organizations are making it a strategic priority to extract more value from the volumes of data they're moving to the cloud. One big health data target in 2024? Training AI models on all that data. To make it happen however, they'll first need to untangle a rat's nest of messy data. In the race to build data-rich AI models in '24, many will turn to AI-driven terminology tech that speeds normalization of data, making it ready for prime-time.” > > — Solutions Engineer, Wolters Kluwer Navigating the Future of Healthcare: A Glimpse into 2024 with Wolters Kluwer Health Useful data practices include: - Checking record completeness and accuracy - Defining consistent fields and measures - Maintaining ownership across connected systems - Investigating missing or unusual values - Comparing results over relevant periods The linked discussion of healthcare education examines [technology integration](https://datasmart.hks.harvard.edu/using-data-and-digital-tools-public-health#khahlillouisy) and the skills organizations may need. Analytics can range from describing past work to estimating future demand, as illustrated in the [ArborMetrix framework](https://www.arbormetrix.com/blog/what-is-healthcare-analytics/). Different methods need different data and validation. Assign responsibility for data definitions, access and review. Confirm whether existing systems can supply the necessary records and establish a routine for examining [operational measures](https://www.indeed.com/career-advice/career-development/healthcare-kpis) with the teams able to act on them. ### Care across homes and community settings Distributed care includes services delivered in [patients' homes](https://www.skedulo.com/blog/home-healthcare-scheduling-bottlenecks/), community facilities, local clinics and other settings. The care model determines suitability, staffing, equipment and escalation requirements. Operational planning needs to account for: - Patient access, location and available support - Which services are suitable for each setting - The information and guidance patients need - Continuity and coordination across the care team - The approved care plan and relevant patient preferences [Care across locations](https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/) may combine attendance, virtual consultations and monitoring where clinically appropriate. The responsible care team determines that combination. Scheduling then needs to represent the required visits, roles, equipment and travel. A review in the [International Journal of Environmental Research and Public Health](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9963556/) discusses examples of mobile health applications, including Thymun in Indonesia. An individual example does not establish that the same approach will suit another population or service. > “In particular, mobile technology applications represent new opportunities for integrating mobile health into existing services, facilitating the continued growth of quality service management. Service-based, service-focused strategies have changed distribution patterns and the relationship between resellers and consumers in the healthcare industry, resulting in mobile health and significant pharmacy opportunities. It has been an important research topic in the last decade because it has influenced and changed traditional communication between professionals and patients.” > > — Digital Transformation in Healthcare: Technology Acceptance and Its Applications ### Hospital-at-home programs Hospital-at-home services provide inpatient-level care for eligible patients under a defined clinical model. [Program design](https://www.aha.org/hospitalathome) needs to address oversight, staffing, equipment, monitoring and escalation. The linked example illustrates a proposed operating structure [from Medically Home.](https://www.commonwealthfund.org/publications/2020/jul/has-time-finally-come-hospital-home) Program evaluation needs to consider: - The service capacity and clinical oversight available - Which interactions can be remote and which require attendance - Patient suitability, preference and support at home - Applicable approval and funding requirements, including CMS's [Acute Hospital Care at Home initiative](https://www.cms.gov/newsroom/fact-sheets/acute-hospital-care-home-data-release-fact-sheet) - Equipment, communication, monitoring and escalation arrangements The US CMS initiative has been extended through September 30, 2030. Providers should review current requirements and their own implementation costs. [Atrium Health's published experience](https://www.healthdatamanagement.com/articles/the-new-frontier-of-healthcare-bringing-hospital-care-home) offers one example; its results should not be treated as a forecast for another program. ### Individual care needs and clinical technology These concepts have different purposes and evidence requirements. They are not features of a workforce scheduling platform. **Personalized care **takes account of an individual's needs and circumstances. The care team may consider clinical information alongside preferences, access and support. [Social determinants of health](https://health.gov/healthypeople/priority-areas/social-determinants-health) can be relevant to that assessment; the operational system should represent only the information needed for its role. **Preventive care** concerns measures intended to prevent disease or identify problems early. The appropriate services and timing are clinical decisions based on the person and applicable guidance, not a scheduling algorithm. **Precision medicine** uses relevant individual information to inform clinical decisions. In cancer care, this can include biomarkers that help guide treatment selection. [Technology used in this process](https://www.gehealthcare.com/insights/article/achieving-personalized-healthcare-with-precision-diagnostics-and-therapeutics) needs evidence for its intended purpose; a test or model does not guarantee a particular outcome. **Well-being** includes physical, mental and social factors. Providers can discuss these with patients as part of appropriate care, without presenting a general technology investment as a health intervention. ### Funding and service models Healthcare payers finance and manage healthcare services for individuals and groups. Payers include insurance companies, government programs (like Medicare and Medicaid), and self-insured employers. Payment and reporting requirements vary by jurisdiction, payer and service. Confirm the terms that apply to a proposed model before designing its operational workflow. For example, group consultations may combine individual assessment with a shared discussion. Evaluation should consider: - Whether the format suits the patient group and purpose - Privacy, facilitation and clinical responsibilities - [Evidence for the intended use](https://www.mdpi.com/2305-6320/9/12/60) and the applicable funding and documentation requirements Other models, including digital therapeutics, mobile clinics and [wellness services](https://www.lifeinsuranceinternational.com/news/how-wellness-is-transforming-the-insurance-industry/), also need their own clinical, regulatory and funding assessment. Coverage should not be assumed from the use of a new technology. ### Workforce capacity and retention In GE HealthCare's 2023 survey, [more than four in ten clinicians](https://www.gehealthcare.com/insights/reimagining-better-health) were considering leaving healthcare. This is a historical survey finding, not a current departure rate. Review [workforce supply and demand projections](https://bhw.hrsa.gov/data-research/projecting-health-workforce-supply-demand) alongside local vacancies, qualifications and workload. The response may involve recruitment, training, working arrangements and changes to the service. Providers may also use [contingent workers](https://www.skedulo.com/blog/contingent-workforce-management-revenue-growth/?utm_source=google&utm_medium=cpc&utm_campaign=Brand-US-Search%28SP%29&utm_adgroup=&utm_content=Skedulo&utm_term=skedulo&gclid=CjwKCAiA1aiMBhAUEiwACw25MbE7jfTkvy5IxDjABSjvyg66PVWCIaod7dt9p2ePTjXvgqB2jXr70hoC0yQQAvD_BwE) or agency staff. Planning needs to reflect their eligibility, availability, supervision and agreements rather than treating all workers as interchangeable. Observe the work before proposing a technical solution. [This example from KPMG](https://kpmg.com/xx/en/home/insights/2022/04/healthcare-technology-transformation-trends-in-the-us.html) describes an approach in which technical teams work with clinical staff to identify practical problems. Include staff in testing, and measure whether the proposed change actually reduces duplicate entry, unnecessary calls or other avoidable work. ### Working arrangements and staff well-being Staff feedback can identify problems in scheduling, travel and administration. Those are useful areas for improvement, but well-being and retention have causes beyond the software. One respondent described the potential role of automation: “I would like to make more active use of automated systems to address our workforce crisis, which is increasingly aging and there is a shortage of manpower,” said an Advanced Practice Registered Nurse quoted in a [GE Healthcare study](https://www.gehealthcare.com/insights/reimagining-better-health). Examples of workflow changes to evaluate include: - **Virtual visits** where suitable for the service, with clear availability and attendance requirements - **Task automation** for defined administrative actions, with review and escalation where needed - **Online registration** that reduces duplicate entry and provides assistance for patients who need it Some providers use models such as [concierge medicine](https://www.forbes.com/health/healthy-aging/concierge-medicine/), which may charge a membership or retainer. Their suitability, access implications and legal requirements need separate evaluation; a different payment model does not guarantee a better working life. Review workload, support and working arrangements with staff. [Employee wellness programs](https://www.wellsteps.com/blog/2020/01/02/hospital-wellness-programs/) may form part of that response, but should not substitute for addressing recurring operational problems. ## Healthcare technologies to evaluate The following categories cover different purposes and risks. Assess the specific product and intended use rather than assuming benefits from the category. - **Artificial Intelligence (AI)**: distinguish operational assistance from clinical uses. Test accuracy, permissions, oversight and the intended task. - **Digital Therapeutics (DTx)**: assess each product's clinical evidence, intended use, regulatory status and role in the care plan. - **Remote Patient Monitoring (RPM)**: evaluate measurements, patient suitability and the clinical response to missing or abnormal information. - **Data Analytics**: use consistent records to answer defined operational or clinical questions, with appropriate interpretation. - **In Silico Methods**: computer simulation can support research, but its validity depends on the model, data and intended purpose. - **Extended Reality (XR)**: assess the specific training or clinical application, including evidence, equipment and safety requirements. - **Telehealth**: evaluate suitability, access, privacy and the fallback when a connection fails. For a broader discussion, see Emerging Healthcare Technology: Opportunities and Concerns for Healthcare Providers. ## Planning the next technology investment Start with a service problem the organization can define and measure. Involve the clinical, operational and technical owners in deciding what needs to change. Test representative workflows with the people using them. Include data access, integration, connectivity and exceptions, then agree the criteria for a wider rollout. Skedulo supports scheduling, mobile teams and the operational records around care. Our Pulse Platform can extend frontline data and workflows while connecting the clinical and business systems a provider uses. Read the guide: [Trends in the Shifting Point of Care: evaluating new technology](https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/). ## Explore Skedulo for healthcare operations Discuss your scheduling and mobile workflows with our team. --- --- url: "https://www.skedulo.com/healthcare-sf/" type: "page" title: "Skedulo for Healthcare" description: "Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your patients the right care at the right time with Skedulo." lastmod: "2025-02-12" --- # Skedulo for Healthcare ## Skedulo for Healthcare Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your patients the right care at the right time with Skedulo. ## Why partner with Skedulo? #### Enhance quality of care Quickly schedule entire care plans with appointment reminders and digital job notes. #### Maximize billable hours Track time spent and tasks completed with timely data to support billing and reimbursements. #### Boost satisfaction Empower your care providers and clients with real time communication and feedback. #### Manage changes fast Seamlessly manage your schedule when a care provider or client cannot make an appointment. ## Take your patient care to the next level with Skedulo --- --- url: "https://www.skedulo.com/healthcare/future-healthcare/" type: "page" title: "The Future of Healthcare & Mobile Healthcare Technology" description: "An expert guide on the future of mobile healthcare technology covering digital transformation, distributed care, and more." --- # The Future of Healthcare & Mobile Healthcare Technology --- --- url: "https://www.skedulo.com/managing-healthcare-slas-and-service-contracts/" type: "page" title: "Managing Healthcare SLAs" --- # Managing Healthcare SLAs --- --- url: "https://www.skedulo.com/high-capacity-booking-terms-of-use/" type: "page" title: "Skedulo High-Capacity Booking Terms of Use" --- # Skedulo High-Capacity Booking Terms of Use ## Skedulo High-Capacity Booking Terms of Use You agree that by registering on Skedulo.com, or by using our websites or mobile applications, or providing other information to Skedulo as part of the Skedulo services (collectively the "Services"), you are entering into a legally binding agreement with Skedulo Holdings, Inc. ("we," "us," "our," and "Skedulo") based on the terms of these Terms of Use, and become a Skedulo user ("you", "your", and "User"). ### **1. License** On the condition that you comply with all your obligations under these Terms of Use, we grant you a limited, revocable, nonexclusive, nonassignable, nonsublicenseable license and right to access the Services, through a generally available web browser, mobile device or application (but not through scraping, spidering, crawling or other technology or software used to access data without the express written consent of Skedulo or its Users), view information and use the Services that we provide on Skedulo webpages and in accordance with these Terms of Use. Any other use of the Services is strictly prohibited and a violation of these Terms of Use. We reserve all rights not expressly granted in these Terms of Use, including, without limitation, title, ownership, intellectual property rights, and all other rights and interest in Skedulo and all related items, including any and all copies made of the Skedulo website. ### **2. Personal Information Collected** Skedulo collects information about users of Skedulo’s services in order to provide scheduling services to you. The purpose of the Skedulo service is to schedule Users for a variety of reasons. If you have any hesitation about providing such information to us and/or having such information used to provide the services, you may refrain from using Skedulo’s services. If an authorized third party, such as a person acting under power of attorney on your behalf, registers for Skedulo’s services on your behalf, both you and that third party will be deemed to have accepted all of the terms of Terms of Use. Like most websites, Skedulo uses cookies and web log files to track site usage. A cookie is a tiny data file which resides on your computer which allows Skedulo to recognize you as a User when you return to the Skedulo website using the same computer and web browser. Cookie and log file data is used to customize your experience on our website. We use cookies to improve the quality of our service by storing User preferences and tracking User trends. Most browsers are initially set up to accept cookies, but you can reset your browser to refuse all cookies or to indicate when a cookie is being sent. You have the right to eliminate the data about you which has been collected pursuant to your decision to become a User. You may exercise that right by contacting us at [usersupport@Skedulo.com](mailto:usersupport@Skedulo.com). ### **3. Uses of Personal Information** Skedulo is a scheduling service designed to allow Users to schedule appointments. The information you choose to provide about yourself on our service is used to facilitate the Services. **Skedulo's Communications to You** Skedulo may communicate with you through email and notices posted on the Skedulo website or mobile application, or through other means available through the Service, including text and other forms of messaging. If we send any communications to you via the carrier service with which you have a mobile communications subscription or otherwise have access, you understand you will pay any service fees associated with any such access (including text messaging charges for messages to your mobile device). **Sharing Information with Third Parties** Skedulo takes the privacy of Users very seriously. We do not sell, rent, or otherwise provide your private information to third parties for marketing purposes. When you use the Skedulo Service through a Skedulo website, or mobile application, you may be presented with opportunities to engage in informational programs presented by third-parties. When you choose to engage with a third-party, we will not share any of your data, and such third-parties may request that same information you provided to Skedulo. **Legal Disclaimer** It is possible that we may need to disclose personal information when required by law, such as responses to civil or criminal subpoenas, or other requests by law enforcement personnel. We will disclose such information when we have a good-faith belief that it is necessary to comply with a court order, ongoing judicial proceeding, subpoena, or other legal process or request to Skedulo brought in any country throughout the world, or to exercise our legal rights or defend against legal claims. ### **4. Your Obligations and Important Information** As a User, you have certain obligations, some of which are imposed by applicable law and regulations, and others required by Skedulo policy, such as: 1. You must comply with all applicable laws, these Terms of Use as may be amended from time to time with or without advance notice, and the policies and processes explained in the following sections. 1. By providing information to us, you represent and warrant that you are entitled to and have the requisite rights to submit the information and that the information is accurate, and not in violation of any contractual restrictions or other third party rights. Except as otherwise provided in these Terms of Use, Skedulo will have no obligations with respect to the information you submit to us. 1. To be eligible to use the Service, you must meet the following criteria and represent and warrant that you: (1) are 18 years of age or older; (2) are not currently restricted from the Services, or not otherwise prohibited from using the Services, (3) have full power and authority to enter into these Terms of Use and doing so will not violate any other agreement to which you are a party; (4) will not violate any rights of Skedulo, including intellectual property rights such as copyright or trademark rights; and (5) agree to provide at your cost all equipment, software, and internet access necessary to use the Services. 1. You indemnify us and hold us harmless for all damages, losses and costs (including, but not limited to, reasonable attorneys' fees and costs) related to all third party claims, charges, and investigations, caused by (1) your failure to comply with these Terms of Use, including, without limitation, your submission of content that violates third party rights or applicable laws, (2) any content you submit to the Services, and (3) any activity in which you engage on or through Skedulo. If Users have questions or concerns regarding this statement, you may contact Skedulo by email at [usersupport@Skedulo.com](mailto:usersupport@Skedulo.com) ### **5. OUR RIGHTS AND OBLIGATIONS** **Services Availability** For as long as Skedulo continues to offer the Services, Skedulo shall provide and may seek to update, improve and expand the Services. As a result, we allow you to access Skedulo as it may exist and be available on any given day and have no other obligations, except as expressly stated in these Terms of Use. We may modify, replace, refuse access to, suspend or discontinue Skedulo, partially or entirely, or change and modify prices for all or part of the Services for you or for all our users in our sole discretion. All of these changes shall be effective upon their posting on our site or by direct communication to you unless otherwise noted. For avoidance of doubt, Skedulo has no obligation to store, maintain or provide you a copy of any content that you or other Users provide when using the Services. ### **6. SERVICE DISCLAIMER** Do not rely on Skedulo, any information therein, or its continuation. We provide the Services and all information on an "as is" and "as available" basis. Skedulo does not control or vet User generated content for accuracy. We do not provide any express warranties or representations. To the fullest extent permissible under applicable law, we disclaim any and all implied warranties and representations, including, without limitation, any warranties of merchantability, fitness for a particular purpose, title, accuracy of data, and noninfringement. If you are dissatisfied or harmed by Skedulo or anything related to Skedulo, you may cease using Skedulo services which shall be your sole and exclusive remedy. Skedulo does not guarantee that the Services will function without interruption or errors in functioning. In particular, the operation of the services may be interrupted due to maintenance, updates, or system or network failures. Skedulo disclaims all liability for damages caused by any such interruption or errors in functioning. Furthermore, Skedulo disclaims all liability for any malfunctioning, impossibility of access, or poor use conditions of the Skedulo Services due to inappropriate equipment, disturbances related to internet service providers, to the saturation of the internet network, and for any other reason. ### **7. MEDICAL DISCLAIMER** The Skedulo Services may be used in conjunction with the provision of health care services. Skedulo is not a health care provider and is not responsible in any way for any for diagnosing or treating patients. The Services are not intended to be for medical diagnosis or treatment. Skedulo is not responsible or liable for any claim, loss, or damage arising from the use of the Services in conjunction with health care services. Skedulo does not recommend or endorse any specific drugs, tests, physicians, products, procedures, opinions, “off-label” drug uses or other information that may be mentioned on Skedulo. ### **8. BUSINESS ASSOCIATE AGREEMENT** The Health Insurance Portability and Accountability Act of 1996 generally requires that covered entities and business associates enter into contracts to ensure that the business associates will appropriately safeguard protected health information. A business associate agreement serves to clarify and limit, as appropriate, the permissible uses and disclosures of protected health information by the business associate, based on the relationship between the parties and the activities or services being performed by the business associate. You and Skedulo agree to the terms of the business associate agreement provided in Exhibit A hereto relating to any communications of electronic protected health information. ### **9. LIMITATION OF LIABILITY** Neither Skedulo nor any employees, shareholders, representatives or directors ("Skedulo Affiliates") shall be cumulatively liable for (a) any damages in excess of U.S. $10, or (b) any special, incidental, indirect, punitive or consequential damages or loss of use, profit, revenue or data to you or any third person arising from your use of the Services. This limitation of liability is part of the basis of the bargain between the parties and without it the terms and prices charged would be different. This limitation of liability shall: Apply regardless of whether (1) you base your claim on contract, tort, statute or any other legal theory, (2) we knew or should have known about the possibility of such damages, or (3) the limited remedies provided in this section fail of their essential purpose; and Not apply to any damage that Skedulo may cause you intentionally or knowingly in violation of these Terms of Use or applicable law, or as otherwise mandated by applicable law that cannot be disclaimed from in these Terms of Use ### **10. TERMINATION** You may terminate your use of the Services, for any or no reason, at any time, by ceasing to use the Skedulo Services. ### **11. DISPUTE RESOLUTION** ### **A. Law and Forum for Legal Disputes** These Terms of Use or any claim, cause of action or dispute ("claim") arising out of or related to these Terms of Use shall be governed by the laws of the state of California regardless of your country of origin or where you access Skedulo, and notwithstanding of any conflicts of law principles and the United Nations Convention for the International Sale of Goods. You and Skedulo agree that all claims arising out of or related to these Terms of Use must be resolved exclusively by a state or federal court located in San Francisco County, California, except as otherwise agreed by the parties or as described in the Arbitration Option paragraph below. You and Skedulo agree to submit to the personal jurisdiction of the courts located within San Francisco County, California for the purpose of litigating all such claims. Notwithstanding the above, you agree that Skedulo shall still be allowed to apply for injunctive remedies (or an equivalent type of urgent legal relief) in any jurisdiction. **B. Arbitration Option** For any claim (excluding claims for injunctive or other equitable relief) where the total amount of the award sought is less than $10,000, the party requesting relief may elect to resolve the dispute in a cost effective manner through binding non-appearance-based arbitration. In the event a party elects arbitration, they shall initiate such arbitration through an established alternative dispute resolution ("ADR") provider mutually agreed upon by the parties. The ADR provider and the parties must comply with the following rules: (a) the arbitration shall be conducted by telephone, online and/or be solely based on written submissions, the specific manner shall be chosen by the party initiating the arbitration; (b) the arbitration shall not involve any personal appearance by the parties or witnesses unless otherwise mutually agreed by the parties; and any judgment on the award rendered by the arbitrator shall be final and may be entered in any court of competent jurisdiction. ### **12. GENERAL TERMS** **A. Severability** If any provision of these Terms of Use is found by a court of competent jurisdiction or arbitrator to be illegal, void, or unenforceable, the unenforceable provision will be modified so as to render it enforceable and effective to the maximum extent possible in order to effect the intention of the provision; and if a court or arbitrator finds the modified provision invalid, illegal, void or unenforceable, the validity, legality and enforceability of the remaining provisions of these Terms of Use will not be affected in any way. **B. Notices and Service of Process** We may notify you via postings on www.Skedulo.com. You may contact us at [usersupport@Skedulo.com](mailto:usersupport@Skedulo.com) or via mail or courier at: _Skedulo Holdings, Inc. ATTN: Legal Department _800 Market Street, 4th Floor San Francisco, CA Additionally, Skedulo accepts service of process at this address. Any notices that you provide without compliance with this section on Notices shall have no legal effect. **C. Entire Agreement** You agree that these Terms of Use constitutes the entire, complete and exclusive agreement between you and us regarding the Services and supersedes all prior agreements and understandings, whether written or oral, or whether established by custom, practice, policy or precedent, with respect to the subject matter of these Terms of Use. You also may be subject to additional terms and conditions that may apply when you use or purchase certain other Skedulo services, third-party content or third party software. **D. Initial Posting and Amendments to these Terms of Use** These Terms of Use will be posted on the www.Skedulo.com website. We reserve the right to modify these Terms of Use at any time, so please review it frequently. We generally post updates to this policy once per year or as applicable. If you do not want to agree to changes to these Terms of Use, you can terminate these Terms of Use as they apply to you at any time by discontinuing use of the Services. **E. No Informal Waivers, Agreements or Representations** Our failure to act with respect to a breach of these Terms of Use by you or others does not waive our right to act with respect to that breach or subsequent similar or other breaches. Except as expressly and specifically contemplated by these Terms of Use, no representations, statements, consents, waivers or other acts or omissions by any Skedulo Affiliate shall be deemed legally binding on any Skedulo Affiliate, unless documented in a physical writing hand signed by a duly appointed officer of Skedulo. **F. No Injunctive Relief** In no event shall you seek or be entitled to rescission, injunctive or other equitable relief, or to enjoin or restrain the operation of the Service, exploitation of any advertising or other materials issued in connection therewith, or exploitation of the Services or any content or other material used or displayed through the Services. **G. Assignment and Delegation** You may not assign or delegate any rights or obligations under these Terms of Use. Any purported assignment and delegation shall be ineffective. We may freely assign or delegate all rights and obligations under these Terms of Use, fully or partially without notice to you. We may also substitute, by way of unilateral novation, effective upon notice to you, Skedulo for any third party that assumes our rights and obligations under these Terms of Use. **H. Potential Other Rights and Obligations** You may have rights or obligations under local law other than those enumerated here if you are located outside the United States. **EXHIBIT A:** **HIPAA BUSINESS ASSOCIATE AGREEMENT BETWEEN SKEDULO AND USER** THIS HIPAA BUSINESS ASSOCIATE AGREEMENT (the "BA Agreement") is entered into as of the date that the Skedulo User (referred to in this BA Agreement as “Provider”) begins using the Skedulo Service. This BA Agreement is entered into between the Provider ("Covered Entity") and Skedulo, Inc. ("Business Associate"). WHEREAS, Business Associate provides certain services to Covered Entity pursuant to the terms of the End-User License Agreement attached hereto (the “Agreement”).  In connection with Business Associate’s services, the extent Business Associate does create or receive Protected Health Information from or on behalf of Covered Entity, which information is subject to protection under the Federal Health Insurance Portability and Accountability Act of 1996, Pub. L. No. 104191 (“HIPAA”), the Health Information Technology for Economic and Clinical Health Act, Title XIII of the American Recovery and Reinvestment Act of 2009 (the “HITECH Act”), and related regulations promulgated by the Secretary (“HIPAA Regulations”), this BA Agreement shall apply. WHEREAS, in light of the foregoing and the requirements of HIPAA, the HITECH Act, and HIPAA Regulations, Business Associate and Covered Entity agree to be bound by the following terms and conditions. NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows: **1. Definitions.** a.      General. Terms used, but not otherwise defined, in this BA Agreement shall have the same meaning given to those terms by HIPAA, the HITECH Act and HIPAA Regulations as in effect or as amended from time to time. b.     Specific. i.       Breach. “Breach” shall have the same meaning as the term “breach” in the HITECH Act, Section 13400(1). ii.      Electronic Health Record. “Electronic Health Record” shall have the same meaning as the term “electronic health record” in the HITECH Act, Section 13400(5). iii.     Electronic Protected Health Information.  “Electronic Protected Health Information” shall have the same meaning as the term “electronic protected health information” in 45 CFR § 160.103, limited to the information that Business Associate creates, receives, maintains, or transmits from or on behalf of Covered Entity. iv.     Individual. “Individual” shall have the same meaning as the term “individual” in 45 CFR § 160.103 and shall include a person who qualifies as a personal representative in accordance with 45 CFR § 164.502(g). v.      Privacy Rule. “Privacy Rule” shall mean the Standards for Privacy of Individually Identifiable Health Information at 45 CFR Part 160 and Part 164. vi.     Protected Health Information. “Protected Health Information” shall have the same meaning as the term “protected health information” in 45 CFR § 160.103, limited to the information created or received by Business Associate from or  on behalf of Covered Entity. vii.   Required By Law.  “Required by Law” shall have the same meaning as the term “required by law” in 45 CFR § 160.103. viii    Secretary. “Secretary” shall mean the Secretary of the Department of Health and Human Services or his designee. ix.     Security Rule.  “Security Rule” shall mean the Security Standards at 45 CFR Part 160 and Part 164. x.      Services Agreement.  “Services Agreement” shall mean any present or future agreements, either written or oral, between Covered Entity and Business Associate under which Business Associate provides services to Covered Entity which involve the use or disclosure of Protected Health Information. xi.     Unsecured Protected Health Information. “Unsecured Protected Health Information” shall have the same meaning as the term “unsecured protected health information” in the HITECH Act, Section 13402(h)(1). **2. Obligations and Activities of Business Associate.** a.      Use and Disclosure.  If Protected Health Information is created by or disclosed to Business Associate, Business Associate agrees not to use or disclose Protected Health Information other than as permitted or required by the Services Agreement, this BA Agreement or as Required By Law.  Business Associate shall comply with the provisions of this BA Agreement relating to privacy and security of Protected Health Information and all present and future provisions of HIPAA, the HITECH Act and HIPAA Regulations that relate to the privacy and security of Protected Health Information and that are applicable to Covered Entity and/or Business Associate. Business Associate shall not (i) use or disclose Protected Health Information for fundraising or marketing purposes, except as provided under the Agreement and consistent with the HITECH Act, or (ii) directly or indirectly receive remuneration in exchange for Protected Health Information, except with the prior written consent of Covered Entity and as permitted by the HITECH Act, provided, however, this prohibition shall not affect payment by Covered Entity to Business Associate for services provided pursuant to the Agreement. b.     Appropriate Safeguards. Business Associate agrees to use appropriate safeguards to prevent the use or disclosure of the Protected Health Information other than as provided for by this BA Agreement.  Without limiting the generality of the foregoing sentence, Business Associate will: i.       Implement administrative, physical, and technical safeguards that reasonably and appropriately protect the confidentiality, integrity and availability of Electronic Protected Health Information as required by the Security Rule; Business Associate will comply with the applicable requirements, policies, procedures and documentation requirements of the Security Rule; ii.      Ensure that any agent, including a subcontractor, to whom Business Associate provides Electronic Protected Health Information agrees in writing to implement reasonable and appropriate safeguards to protect Electronic Protected Health Information; and iii.     Promptly report to Covered Entity in writing of any access, use or disclosure of Protected Health Information not permitted by the Agreement or applicable law and any Security Incident of which Business Associate becomes aware.  In addition, Business Associate shall, following the discovery of any Breach of Unsecured Protected Health Information, notify Covered Entity in writing of such breach without unreasonable delay and in no case later than fifteen (15) business days after discovery. The notice shall include the following information if known (or can be reasonably obtained) by Business Associate: (1) contact information for the individuals who were or who may have been impacted by the Breach (e.g., first and last name, mailing address, street address, phone number, email address), (2) a brief description of the circumstances of the Breach, including the date of the Breach and date of discovery, (3) a description of the types of Unsecured Protected Health Information involved in the Breach (e.g., names, social security numbers, date of birth, addresses, account numbers of any type, and similar information), and (4) a brief description of what the Business Associate has done or is doing to investigate the Breach and mitigate harm to the individuals impacted by the Breach. A Breach is considered “discovered” as of the first day on which the Breach is known, or reasonably should have been known, to Business Associate or any employee, officer or agent of Business Associate, other than the individual committing the Breach. c.      Reporting. Business Associate agrees to promptly report to Covered Entity in writing any access, use or disclosure of Protected Health Information not permitted by this BA Agreement, and any Security Incident, as defined in the Security Rule, of which Business Associate becomes aware. d.     Mitigation.  Business Associate agrees to mitigate, to the extent practicable, any harmful effect that is known to Business Associate of a use or disclosure of Protected Health Information by Business Associate or its employees, officers or agents in violation of the requirements of this BA Agreement (including, without limitation, any Security Incident or Breach of Unsecured Protected Health Information).  Business Associate agrees to reasonably cooperate and coordinate with Covered Entity in the investigation of any violation of the requirements of this BA Agreement and/or any Security Incident or Breach.  Business Associate shall also reasonably cooperate and coordinate with Covered Entity in the preparation of any reports or notices to the Individual, a regulatory body or any third party required to be made under HIPAA, HIPAA Regulations, the HITECH Act, or any other Federal or State laws, rules or regulations, provided that any such reports or notices shall be subject to the prior written approval of Covered Entity. e.     Minimum Necessary. Business Associate (and its agents or subcontractors) shall request, use and disclose only the minimum amount of Protected Health Information necessary to accomplish the purpose of the request, use or disclosure. f.      Agents. Business Associate shall ensure that any agent, including a subcontractor, to whom it provides Protected Health Information received from, or created or received by, Business Associate on behalf of Covered Entity agrees in writing to the same restrictions and conditions that apply through this BA Agreement to Business Associate with respect to such information. g.      Access to Designated Record Sets. To the extent that Business Associate possesses or maintains Protected Health Information in a Designated Record Set, Business Associate agrees to provide access, at the request of Covered Entity, and in the time and manner designated by the Covered Entity, to Protected Health Information in a Designated Record Set created or received by Business Associate solely on behalf of Covered Entity only, to Covered Entity or, as directed by Covered Entity, to an Individual in order to meet the requirements under HIPAA Regulations.  If an Individual makes a request for access to Protected Health Information directly to Business Associate, Business Associate shall notify Covered Entity of the request within three (3) business days of such request and will cooperate with Covered Entity and allow Covered Entity to send the response to the Individual. h.     Amendments to Designated Record Sets. To the extent that Business Associate possesses or maintains Protected Health Information in a Designated Record Set, Business Associate agrees to make any amendment(s) to Protected Health Information in a Designated Record Set that the Covered Entity directs or agrees to pursuant to HIPAA Regulations at the request of Covered Entity or an Individual, and in the time and manner designated by the Covered Entity.  If an Individual makes a request for an amendment to Protected Health Information directly to Business Associate, Business Associate shall notify Covered Entity of the request within three business (3) days of such request and will cooperate with Covered Entity and allow Covered Entity to send the response to the Individual. i.       Access to Books and Records. Business Associate agrees to make its relevant internal practices, books, records (including applicable Protected Health Information), policies and procedures relating to the use and disclosure of Protected Health Information received from, or created or received by Business Associate on behalf of, Covered Entity (collectively “BA Records”)  available to the Secretary, in a time and manner designated by the Secretary, for purposes of the Secretary determining Covered Entity’s compliance with the Privacy Rule. j.       Accountings. Business Associate agrees to document such disclosures of Protected Health Information and information related to such disclosures as would be required for Covered Entity to respond to a request by an Individual for an accounting of disclosures of Protected Health Information in accordance with HIPAA, HIPAA Regulations and the HITECH Act. k.      Requests for Accountings. Business Associate agrees to provide to Covered Entity or an Individual, in the time and manner designated by the Covered Entity, information collected in accordance with Section 2(j) of this BA Agreement, to permit Covered Entity to respond to a request by an Individual for an accounting of disclosures of Protected Health Information in accordance with HIPAA, HIPAA Regulations and the HITECH Act.  If an Individual makes a request for an accounting directly to Business Associate, Business Associate shall notify Covered Entity of the request within three business (3) days of such request and will cooperate with Covered Entity and allow Covered Entity to send the response to the Individual. **3. Permitted Uses and Disclosures by Business Associate.** a.      Services Agreement.  Except as otherwise limited in this BA Agreement, Business Associate may use or disclose Protected Health Information to perform functions, activities, or services for, or on behalf of, Covered Entity as specified in the Services Agreement, provided that such use or disclosure would not violate HIPAA, HIPAA Regulations or the HITECH Act if done by Covered Entity or the minimum necessary policies and procedures of the Covered Entity. b.     Use for Administration of Business Associate. Except as otherwise limited in this BA Agreement, Business Associate may use Protected Health Information for the proper management and administration of the Business Associate or to carry out the legal responsibilities of the Business Associate. c.      Disclosure for Administration of Business Associate. Except as otherwise limited in this BA Agreement, Business Associate may disclose Protected Health Information for the proper management and administration of the Business Associate, provided that (i) disclosures are Required by Law, or (ii) Business Associate obtains reasonable written assurances from the person to whom the information is disclosed that it will remain confidential and used or further disclosed only as Required by Law or for the purpose for which it was disclosed to the person, and a written agreement from the person to immediately notify the Business Associate of any instances of which it is aware in which the confidentiality of the information has been breached. **4. Permissible Requests by Covered Entity.**  Except as set forth in Section 3 of this BA Agreement, Covered Entity shall not request Business Associate to use or disclose Protected Health Information in any manner that would not be permissible under the Privacy Rule if done by Covered Entity. **5. Term and Termination.** a.      Term. This BA Agreement shall be effective as of the date of this BA Agreement and shall terminate when all of the Protected Health Information provided by Covered Entity to Business Associate, or created or received by Business Associate on behalf of Covered Entity, is destroyed or returned to Covered Entity, or, if it is infeasible to return or destroy Protected Health Information, protections are extended to such information, in accordance with the termination provisions in this Section. b.     Material Breach by Business Associate. Upon Covered Entity’s knowledge of a material breach by Business Associate of the terms of this BA Agreement, Covered Entity shall either: i.       Provide an opportunity for Business Associate to cure the breach or end the violation.  If Business Associate does not cure the breach or end the violation within the time specified by Covered Entity, Covered Entity shall terminate: (A) this BA Agreement; (B) all of the provisions of the Services Agreement that involve the use or disclosure of Protected Health Information; and (C) such other provisions, if any, of the Services Agreement as Covered Entity designates in its sole discretion; ii.      If Business Associate has breached a material term of this BA Agreement and cure is not possible, immediately terminate: (A) this BA Agreement; (B) all of the provisions of the Services Agreement that involve the use or disclosure of Protected Health Information; and (C) such other provisions, if any, of the Services Agreement as Covered Entity designates in its sole discretion; or iii.     If neither termination nor cure are feasible, Covered Entity shall report the violation to the Secretary. c.      Material Breach by Covered Entity. If Business Associate knows of a pattern of activity or practice of Covered Entity that constitutes a material breach or violation of the Covered Entity’s obligations under the Agreement or other arrangement, the Business Associate must take reasonable steps to cure the breach or end the violation. If the steps are unsuccessful, the Business Associate must terminate the Agreement or other arrangement if feasible, or if termination is not feasible, report the problem to the Secretary. d.     Effect of Termination. i.       Except as provided in Section 5(d)(ii), upon termination of this BA Agreement, for any reason, Business Associate shall return or destroy all Protected Health Information received from Covered Entity, or created or received by Business Associate on behalf of Covered Entity. This provision shall apply to Protected Health Information that is in the possession of subcontractors or agents of Business Associate. Business Associate shall retain no copies of the Protected Health Information. ii.      In the event that Business Associate determines that returning or destroying the Protected Health Information is infeasible, Business Associate shall extend the protections of this BA Agreement to such Protected Health Information and limit further uses and disclosures of such Protected Health Information to those purposes that make the return or destruction infeasible, for so long as Business Associate maintains such Protected Health Information. **6. Compliance with HIPAA Transaction Standards.**  When providing its services and/or products, Business Associate shall comply with all applicable HIPAA standards and requirements (including, without limitation, those specified in 45 CFR Part 162) with respect to the transmission of health information in electronic form in connection with any transaction for which the Secretary has adopted a standard under HIPAA (“Covered Transactions”).  Business Associate will make its services and/or products compliant with HIPAA’s standards and requirements no less than thirty (30) days prior to the applicable compliance dates under HIPAA.  Business Associate represents and warrants that it is aware of all current HIPAA standards and requirements regarding Covered Transactions, and Business Associate shall comply with any modifications to HIPAA standards and requirements which become effective from time to time.  Business Associate shall require all of its agents and subcontractors (if any) who assist Business Associate in providing its services and/or products to comply with the terms of this Section 6. **7. Miscellaneous.** a.      Regulatory References. A reference in this BA Agreement to a section in HIPAA, HIPAA Regulations, or the HITECH Act means the section as in effect or as amended or modified from time to time, including any corresponding provisions of subsequent superseding laws or regulations. b.     Amendment. The Parties agree to take such action as is necessary to amend the  Services Agreement from time to time as is necessary for Covered Entity to comply with the requirements of HIPAA, the HIPAA Regulations and the HITECH Act. c.      Survival. The respective rights and obligations of Business Associate under Section 5(d) of this BA Agreement shall survive the termination of the Services Agreement or this BA Agreement. d.     No Third Party Beneficiaries. Nothing express or implied in the Agreement is intended to confer, nor shall anything herein confer, upon any person other than Covered Entity, Business Associate and their respective successors or assigns, any rights, remedies, obligations or liabilities whatsoever. e.     Interpretation. Any ambiguity in this Agreement shall be resolved to permit Covered Entity to implement and comply with HIPAA, HIPAA Regulations and the HITECH Act. f.      Miscellaneous.  The terms of this BA Agreement are hereby incorporated into the Services Agreement.  Except as otherwise set forth in Section 7(d) of this BA Agreement, in the event of a conflict between the terms of this BA Agreement and the terms of the Services Agreement, the terms of this BA Agreement shall prevail.  The terms of the Services Agreement which are not modified by this BA Agreement shall remain in full force and effect in accordance with the terms thereof.  This BA Agreement shall be governed by, and construed in accordance with, the laws of the State of California, exclusive of conflict of law rules.  Each party to this BA Agreement hereby agrees and consents that any legal action or proceeding with respect to this BA Agreement shall only be brought in the courts of the state where the Covered Entity is located in the county where the Covered Entity is located.  The Services Agreement together with this BA Agreement constitutes the entire agreement between the parties with respect to the subject matter contained herein, and this BA Agreement supersedes and replaces any former business associate agreement or addendum entered into by the parties.  This BA Agreement may be executed in counterparts, each of which when taken together shall constitute one original.  Any PDF or facsimile signatures to this BA Agreement shall be deemed original signatures to this BA Agreement.  No amendments or modifications to the BA Agreement shall be effected unless executed by both parties in writing. --- --- url: "https://www.skedulo.com/high-capacity-scheduling/" type: "page" title: "Let’s reopen the world on schedule" description: "Skedulo’s booking and appointment management system enables safe, multi-site scheduling for virus testing, polling, entertainment events, and more." lastmod: "2025-05-22" --- # Let’s reopen the world on schedule _High Capacity Scheduling_ ## Let’s reopen the world on schedule High Capacity Scheduling allows cities and countries trying to safely reopen their economies to better manage virus testing, vaccination administration, elections, and large scale entertainment events. Skedulo’s solution delivers safe, secure, hands-free scheduling and appointment setting for the masses that can be quickly deployed regionally or nationally to ensure public health. ## Efficiently manage virus testing, vaccination administration, elections, & large scale entertainment events ### Schedule appointments at nearby locations based on site capacity ### Control & triage lines/queues, overbooking and arrival times ### Understand location capacity, demand and wait times ### Keep recipients and staff safe with no-contact patient check-in _APPOINTMENT AND CAPACITY MANAGEMENT_ ## Enable single or multi-site appointment scheduling Testing sites, polling locations, theaters, and stadiums are susceptible to long wait times and disorganization. [ Appointment booking software](https://www.skedulo.com/blog/benefits-of-vaccine-scheduling-software/) allows you to plan and manage site throughput and capacity, scheduling time windows, and demand — all in one convenient place. _Analyze site capacity and demand_ ## Monitor capacity across one or multiple locations Real-time site analysis lets you monitor appointment scheduling and site capacity, which informs decisions about staffing and logistics. _Automated communication_ ## Provide appointment details, reminders, and instructions Keep event-goers informed by email or SMS. Automated communication delivers appointment details, times, and what to expect when they arrive. _Operating Safety & Check-in_ ## Ensure fast and safe recipient check-in On-site mobile check-in processes ensure staff safety and efficiency by monitoring arrival time accuracy and tracking. Reference contactless entry or barcode scanning to assist with physical distancing during check-in operations. ## Common use cases for high capacity scheduling ### Virus testing and vaccination administration Allow patients to self-schedule appointments based on capacity across multi-site virus testing or vaccination administration facilities. ### Large scale events Reopen large scale sports and entertainment events with piece of mind. Provide the audience with the ability to self-schedule precise entry times and gain entry with simple contactless check in. ### Elections Maximize public participation by running safe and effective elections. Allow residents to self-schedule precise time slots at polling locations and staff to manage lines/queues and avoid overcrowding. ## Developed in partnership with Salesforce ## Learn more about high capacity scheduling from Skedulo --- --- url: "https://www.skedulo.com/home-healthcare-sf/" type: "page" title: "Skedulo for Home Healthcare" description: "Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your patients the right care at the right time with Skedulo." lastmod: "2023-08-08" --- # Skedulo for Home Healthcare ## Skedulo for home healthcare Major changes are happening in healthcare, especially when it comes to how and where care is delivered. Get your patients the right care at the right time with Skedulo. ## Why partner with Skedulo? #### Enhance quality of care Quickly schedule entire care plans with appointment reminders and digital job notes. #### Maximize billable hours Track time spent and tasks completed with timely data to support billing and reimbursements. #### Boost satisfaction Empower your care providers and clients with real time communication and feedback. #### Manage changes fast Seamlessly manage your schedule when a care provider or client cannot make an appointment. ## Take your therapeutic care to the next level with Skedulo --- --- url: "https://www.skedulo.com/improve-mobile-workforce-visibility-across-organization-dreamforce/" type: "page" title: "How to Improve Mobile Workforce Visibility Across Your Organization" description: "Get a clear understanding of what data points you need to track to get the visibility and accountability you need across your organization." lastmod: "2020-12-16" --- # How to Improve Mobile Workforce Visibility Across Your Organization ## How to Improve Mobile Workforce Visibility Across Your Organization [View the embedded content](https://docs.google.com/presentation/d/e/2PACX-1vQ_I0zyxhMjtbGvc0U-7dlAa64VZdvQcsXwWeI-WmWUnpE9Q4VkuclNy3Tw54Z4Zw/embed?start=false&loop=false&delayms=3000) **[Dreamforce 2018 - How to Improve Workforce Visibility Across Your Organization](https://www.skedulo.com//www.slideshare.net/Skedulo/dreamforce-2018-how-to-improve-workforce-visibility-across-your-organization) ** from [**Skedulo**](https://www.slideshare.net/Skedulo) ### Description: When your business depends on a dynamic team of mobile workers, you need the right data—and the right tools to collect them—so you can keep teams accountable and work transparently. But many managers are left in the dark about their workers’ daily progress. In this session, you will learn how to tackle the challenges of obtaining full visibility such as incomplete records of employee skills and certifications, lack of real-time tracking capabilities, inefficient communication, and disparate data sets that don’t allow for easy comparison. You’ll walk away with a clear understanding of what data points you need to track to get the visibility and accountability you need and what type of tools can get them for you. ### Speakers: ##### Joe Zito **Vice President, Information Technology** **American Red Cross** Joe Zito is Vice President of Information Technology at American Red Cross, where he manages the extensive operations of ARC’s technology needs. Joe is a Salesforce.com expert with over 16 years’ experience of administration and oversight in sales, service, marketing, commerce, and operational applications. Joe started his career in accounting and financial services and has over 25 years’ experience in resource allocation & budget management, financial & managerial reporting, business process design & implementation, and incentive compensation practices. ##### Gita Borovsky **Director of CRM Program Management** **American Red Cross** --- --- url: "https://www.skedulo.com/industries/energy-utilities-solar/" type: "page" title: "Scheduling software for energy & utilities companies" --- # Scheduling software for energy & utilities companies ## Scheduling software for energy & utilities companies Schedule inspections, maintenance and urgent repairs across your service area. Match employees and contractors to the work using qualifications, availability and location, and keep dispatchers informed as jobs progress. ### Service commitments Plan work against response windows and service commitments. Track job progress so dispatchers can identify assignments that need attention. ### Urgent response Identify available workers with the qualifications an urgent job requires. Update assignments and communicate with field teams as the situation changes. ### Qualified crews Allocate employees and contractors using skills, certifications, location, work history and more. Keep the requirements for each job visible to schedulers. ### Work dependencies Sequence construction, installation and maintenance work across locations. Account for the activities that need to finish before a specialist crew can start. ## Coordinate work across your service area Manage field schedules and job information on our Pulse Platform, with a shared operational view for dispatchers, managers and field teams. That can include inspections, pipeline maintenance, outage response, permitting, installations and more. Utility companies use Skedulo to: - Allocate employees and contractors by availability, location, capacity, skills and certifications - Account for travel and existing commitments when setting appointment windows - [Automate staff scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) using your allocation rules and service priorities - Access job information through an [iOS & Android app](https://www.skedulo.com/mobile-scheduling-apps/) with offline support for work beyond network coverage - [Integrate](https://www.skedulo.com/integrations/) with existing systems of record to reduce duplicate data entry ## Travel belongs in the schedule View job locations and include travel time in assignments. Field teams can open their schedules and navigation from a phone or tablet. Evaluate routes alongside qualifications and service commitments. Travel efficiency is one consideration; the [safety of field workers](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/) also depends on your operating procedures and the conditions at each site. ## See where field time goes Review [field activity](https://www.skedulo.com/resources/how-to-improve-mobile-workforce-visibility/) alongside [operational analytics](https://www.skedulo.com/product/analytics/) to understand travel, capacity and job progress across your teams. Use those findings to set scheduling objectives. For example, prioritize less travel while preserving the qualifications and response windows each job requires. ## Scheduling across utility operations ### Traffic safety Schedule crews for traffic control, signage and road markings. Coordinate their availability with the work that depends on the site being ready. ### Pipe/pipeline Allocate crews to inspections, maintenance and leak repairs. Share job details and updates between dispatch and the field. ### Disaster recovery Mobilize employees and contractors for storm response and service restoration. Account for specialist skills and work dependencies as priorities change. ### Inspections & permitting Coordinate inspection appointments and permit-related activities. Keep approvals and inspection details with the work they relate to. ### Solar Schedule surveys, installations and service visits across regions. Match technicians and third-party installers to customer requirements and availability. ### Equipment installations Coordinate installation visits for HVAC, electrical equipment, generators and more. Send customers appointment updates and track when and where crews are working. ## After 1 year, Skedulo utilities customers typically have a - **9x** — return ratio - **68%** — increase in customer satisfaction - **48%** — reduction in scheduling time ## Explore Skedulo for your utility operation --- --- url: "https://www.skedulo.com/industries/field-service-scheduling/" type: "page" title: "Intelligent field service management software" description: "Skedulo’s field service management software lets you schedule, dispatch, optimize, and automate your FSM processes, while collecting valuable data in the field." lastmod: "2023-08-25" --- # Intelligent field service management software _Field service_ ## Intelligent field service management software Digitally transform your Field Service business with Skedulo. Skedulo allows you to optimize schedules, improve productivity, and cut costs. ## Build and shift dynamic schedules ### Resource effectively Automatically optimize schedules and travel routes to provide precise appointment times (not windows). ### Empower the field Our easy-to-use mobile app empowers teams to accept work, navigate work, and view details including job-specific tasks. ### Reduce costs Automate your field service scheduling and dispatching to reduce operating costs and labor commitments. ### Increase visibility View and manage the availability and capacity of your entire deskless workforce. ## Simple scheduling & dispatching designed for complexity in the field Home services and healthcare, training, utilities, and construction have all changed, but the tools to manage them have stayed the same. The needs in the field are just too complex to be managed in spreadsheets or with outdated tools. Skedulo’s field service [scheduling software](https://www.skedulo.com/scheduling/) is built to meet the needs of the modern field service industry, with automated scheduling to eliminate errors and inefficiencies, and SMS and push notifications to communicate with workers instantly. ## Save valuable time with optimized routing and schedules - Better manage and engage your field service team with purpose-built scheduling and route optimization solution. - Minimize worker windshield time with estimates based on historical traffic information. - Empower your employees to be more autonomous, flexible, productive, and happy in their roles. ## Control costs and streamline your field operations The Skedulo platform is designed to simplify your field work, as well as your [back office](https://www.skedulo.com/solutions/schedulers/). Skedulo’s intelligent reports enable you to analyze your field service productivity and avoid overstaffing (or understaffing) at critical times. Our robust reports help you identify trends that may impact customer service either today or down the road. Skedulo integrates seamlessly with [Salesforce](https://www.skedulo.com/integrations/salesforce/), [Zendesk](https://www.skedulo.com/integrations/zendesk/), and [ServiceNow](https://www.skedulo.com/integrations/servicenow/), helping you make the most of your customer data. Jobs can be scheduled directly from your CRM, or information can be synced to reduce rework and redundancies for your back office employees. Our software is powerful and flexible to optimize your scheduling and dispatch operations to meet your unique business needs. ## Empower your field team Regardless of the size of your workforce or the complexity of the work, the Skedulo Deskless Productivity Cloud simplifies every aspect of scheduling to help your business and people be as productive as possible. Reduce operating costs by maximizing workforce utilization, and empower employees with everything they need to do their best work via Skedulo’s intuitive mobile app. ## Utilize every resource effectively Today’s customers demand maximum efficiency, and any service provider who wants to survive a hyper-competitive landscape must be ready, willing, and able to deliver it. Skedulo can take your business (and profits) to the next level by creating efficiencies you never thought possible. - Automatically optimize your field service schedules and travel routes - Maximize daily appointments and reduce time spent on each job - Increase back-office productivity with automated scheduling and dispatching ## All of your data in one place Skedulo allows field workers to securely capture photos, notes, surveys, signatures, and more during customer appointments. Easily meet industry compliance requirements and sync information directly with your CRM. Empower back-office staff to organize and track information—[without the need for paper](https://www.skedulo.com/mobile-scheduling-apps/), spreadsheets, or other manual scheduling tools. Simplify invoicing and sales processes with a centralized location for customer data gathered from the field. > “We currently complete around 23,000 individual inspection per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors.” > > — Dan Stewart, National Operations Manager, ECL Group Compliance Services ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/what-is-field-service-management-2/" type: "page" title: "What Is Field Service Management?" --- # What Is Field Service Management? _A COMPREHENSIVE FIELD SERVICE MANAGEMENT GUIDE_ ## What Is Field Service Management? From definitions and core components to AI-driven scheduling, workforce strategy, ROI, and how to select the right software platform — written for field service operations leaders evaluating modern FSM technology. ## Introduction Field service has changed. The cable installer dispatched by pager in the 1990s operated in a world of paperwork orders, phone-in updates, and customers who simply waited. Today's field service organization dispatches a blended workforce of employees and contractors, routes them with real-time traffic data, arms them with digital job history on a mobile device, and alerts customers to their technician's exact ETA, all before the first truck leaves the yard. The discipline that makes this possible is field service management. This guide covers what it is, how it works, the forces reshaping it in 2026, and how to select and implement the right technology for your organization. ## 1. What Is Field Service Management? Definition "Field service management (FSM) is the process of coordinating an organization's workers, assets, and operations that take place at locations outside company property, typically at customer sites. It encompasses scheduling and dispatching, work order management, real-time communication, route optimization, mobile worker enablement, inventory coordination, and performance analytics." At its core, FSM answers three operational questions: Who is the right person for this job? When should they arrive? And do everything they need (skills, information, parts), travel with them? The discipline originated in industries like utilities, telecommunications, and manufacturing, where dispatching technicians to service physical equipment was a primary business activity. It has since expanded to encompass a far wider range of service contexts, including home healthcare, real estate inspections, solar installation, nonprofit field programs, and beyond. Modern FSM is no longer simply about filling open calendar slots. It is about optimizing every decision in the service delivery chain so that technicians are productive, customers are satisfied, and the business operates at the lowest cost and highest quality achievable. ### What "field service" actually covers The term "field service" broadly refers to any work performed outside a fixed company location. The most traditional forms involve maintaining, repairing, or installing physical equipment. But the category has expanded significantly: - Installation and commissioning: setting up new equipment at a customer site, from commercial kitchen appliances to solar panels to enterprise networking hardware. - Preventive and corrective maintenance: scheduled inspections and reactive repairs across utilities, telecoms, manufacturing, and facilities management. - Inspections and audits: regulatory compliance checks, safety inspections, property assessments, and insurance appraisals. - Home and clinical health services: mobile nurses, therapists, home health aides, and community health workers delivering care outside clinical settings. - Retail and residential services: cleaners, landscapers, pest control technicians, and home improvement contractors. - Construction and project-based work: multi-phase site work requiring coordinated crew scheduling across sequential tasks and dependencies. ## 2. Field Service Management vs. Mobile Workforce Management These terms are often used interchangeably, but they describe different scopes, and understanding the distinction matters when evaluating software. Field service management (FSM) is asset-centric. Its origin is in coordinating technicians who install, maintain, and repair physical products. Work orders, parts inventory, warranty tracking, and equipment service history are central to traditional FSM. Mobile workforce management (MWM) is people-centric. It addresses the full range of workers who operate outside a fixed office, including those who never touch physical equipment, such as home health aides, sales representatives, inspectors, and nonprofit field workers. FSM is a subset of MWM. The further a service organization moves from traditional equipment repair toward care delivery, community services, or complex appointment-based work, the more they benefit from an MWM approach that prioritizes worker skills, availability, and compliance. ## 3. Core Components of a Field Service Management System Mature FSM platforms bring together several interconnected capabilities. Each addresses a distinct failure point in how field operations typically break down. #### Intelligent scheduling and dispatch The scheduling engine is the most consequential capability in any FSM platform. At its simplest, it fills open time slots. At its most sophisticated, it simultaneously optimizes across dozens of variables: technician skills and certifications, live location, customer preference for a specific worker, job duration estimates, travel time windows, break and overtime rules, and the strategic priorities of the business. The gap between these two levels of capability is significant. Organizations using simple calendar-fill scheduling consistently report lower utilization, higher travel costs, and more frequent service failures than those using optimization-driven engines. #### Work order management Work orders capture what needs to be done, who is doing it, what parts or equipment are needed, and what the customer expects. Good work order management creates a complete audit trail from service request through completion and integrates with billing and CRM systems, so no completed work falls through the cracks. For organizations transitioning from paper-based systems, digitized work orders typically eliminate entire categories of administrative rework. #### Mobile worker enablement Field workers need access to job details, customer history, maps, digital forms, and real-time communication, on any device, including without a reliable network connection. The mobile app defines the quality of information that travels into the field, and directly determines whether technicians arrive prepared or improvising. Poorly designed mobile apps are among the most consistent pain points in FSM deployments. Workers who find the app difficult to use simply don't use it, creating data gaps that undermine the analytics and reporting the back office depends on. #### Real-time communication and visibility Dispatchers and operations managers need a live picture of where every worker is, what job they're on, and whether anything has gone off schedule. This visibility allows supervisors to respond to same-day disruptions before they cascade into missed appointments and customer complaints. #### Route optimization Route optimization uses real-time traffic data, job clustering by geography, and optimization algorithms to minimize travel time while maximizing appointments completed per day. Organizations implementing intelligent routing typically report 10 to 25 percent reductions in travel time. #### Analytics and workforce reporting FSM analytics transform raw field activity into actionable intelligence: which service territories are under-resourced, which worker types have the highest first-time fix rates on specific job types, where overtime is accumulating, and which customers generate the most service calls relative to revenue. #### CRM and ERP integration An FSM platform that cannot connect to CRM, ERP, payroll, and HR systems forces manual data entry, creates duplication errors, and limits the completeness of both customer records and workforce analytics. The strongest FSM platforms offer native integration with Salesforce, ServiceNow, SAP, Workday, and Microsoft Dynamics, as well as open API access. Core FSM Capabilities Checklist - Skills-based and constraint-aware scheduling engine (not just calendar-fill) - Real-time mobile app with offline mode for low-connectivity environments - Live map view with technician location and job status updates - Digital work orders with photo, signature, and form capture in the field - Route optimization with real-time traffic integration - Configurable analytics and workforce reporting dashboards - Native CRM integration (especially Salesforce) and open API access - Support for blended workforce: employees, part-time staff, and contractors - Customer notification and communication tools - Role-based access controls and enterprise security standards ## 4. Who Uses Field Service Management Software? The industries that have historically used FSM (utilities, telecoms, and manufacturing equipment service) still represent a large share of the market. But the category has expanded significantly into sectors that share the underlying operational challenge without the traditional "repair a physical asset" use case. ### Utilities and energy Grid maintenance, meter installation, outage response, and renewable energy installation require coordinating large crews across wide geographic territories with complex crew qualification requirements. ### Telecommunications Installation, maintenance, and repair of broadband, fiber, and wireless infrastructure: a sector experiencing accelerated demand from 5G deployment and the expansion of private networks. ### Healthcare and home health Community nursing, home health aides, therapy providers, and mobile diagnostics teams require scheduling that accounts for patient preferences, caregiver certifications, care plan requirements, and funding body compliance rules. ### Manufacturing and industrial Equipment installation, commissioning, preventive maintenance, and emergency repair for industrial machinery, often across a global installed base of assets with complex warranty and service contract structures. ### Residential services HVAC, plumbing, electrical, cleaning, landscaping, and pest control are markets where customer expectations around appointment windows and technician communication have shifted significantly toward on-demand service models. ### Nonprofit and public sector Community service delivery, volunteer coordination, social services field visits, and government inspections, often with additional compliance requirements around funding and service documentation. ## 5. Field Service Management Challenges in 2026 The FSM landscape in 2026 is shaped by several converging pressures. Understanding these helps explain why companies that invested in FSM infrastructure five years ago are now pulling ahead operationally, and why organizations still relying on spreadsheets and manual scheduling are falling behind. ### The talent shortage and workforce transition The field service industry faces a structural labor challenge that won't be resolved by hiring alone. An estimated 2.6 million worker shortage exists across service sectors globally as of 2025, driven by the retirement of experienced Baby Boomer technicians and an insufficient pipeline of replacements in skilled trades and technical roles. In healthcare, the situation is acute: nearly one in five workers left their roles between 2020 and 2023. This shortage has two implications for FSM. First, every worker-hour must be used as productively as possible; inefficient scheduling is no longer just a cost problem, it's an operational risk. Second, organizations must use their FSM platform as a worker experience tool. Clear schedules, predictable workloads, manageable travel time, and digital workflows that reduce administrative friction are retention levers, not just efficiency gains. ### Escalating customer expectations Field service customers now benchmark their experience not against other service providers, but against the best consumer digital experiences they've had. That means real-time arrival notifications, the ability to track their technician on a map, instant rescheduling options, and follow-up communication after service is complete. Research shows 74 percent of mobile workers report that customer expectations are higher than they used to be. Organizations that deliver against these expectations consistently report higher Net Promoter Scores, higher contract renewal rates, and lower cost per customer, because satisfied customers generate fewer inbound support calls and cancellations. ### The blended workforce complexity The modern field service organization rarely deploys a workforce of uniform, full-time employees. Most operations run a blend of permanent staff, part-time workers, and independent contractors, with different availability patterns, different certification requirements, different pay structures, and different levels of autonomy. By some estimates, nearly half of all field technicians will be freelance or contract workers by 2025. FSM platforms that cannot effectively incorporate contractor management leave a large segment of the workforce invisible to operational decision-making. ### Scheduling complexity at scale As service organizations grow, scheduling complexity grows faster than headcount. A workforce of 500 technicians serving 2,000 daily appointments across multiple service territories, with mixed work types, crew-based jobs, and real-time disruptions, requires algorithmic optimization. No human dispatcher can simultaneously evaluate all the variables that determine an optimal schedule at that scale. This is why the most important differentiator among FSM platforms is the sophistication of the scheduling engine, not the polish of the interface. ### Data fragmentation and siloed systems Most field service organizations have accumulated multiple point solutions over time: a scheduling tool here, a mobile app there, a separate system for time tracking, another for customer data. The result is fragmented data that prevents anyone from seeing a complete operational picture. Platform consolidation, bringing scheduling, mobile, dispatch, communication, and analytics into a single system, is one of the most consistently cited motivators for FSM investment. The productivity gains from eliminating cross-system reconciliation often represent a significant portion of the total ROI. Case Study: Connexin and Skedulo ## 6. AI and the Future of Field Service Management Artificial intelligence is reshaping FSM in ways that go beyond the buzzword. The impact is substantive, measurable, and already being realized by organizations that have invested in AI-enabled platforms. ### AI-driven scheduling optimization AI-powered scheduling engines analyze thousands of variables simultaneously, including technician location, skills, certifications, historical job duration, traffic patterns, customer preferences, contract SLAs, and business priority rules, to generate schedules that no human dispatcher could produce at comparable speed or quality. Organizations using AI-driven FSM solutions have achieved 15 percent decreases in service delivery times and 20 percent improvements in first-time fix rates. Route optimization powered by machine learning reduces travel time by 10 to 25 percent in most deployments. ### Predictive maintenance One of the most strategically significant shifts in field service is the move from reactive to predictive service. IoT sensors continuously monitor equipment performance, machine learning detects patterns that precede failure, and the FSM system automatically schedules a preventive visit before disruption occurs. The predictive maintenance market is projected to grow from $10.6 billion in 2024 to $47.8 billion by 2029, reflecting the scale of investment organizations are making in this capability. ### Intelligent dispatch and agentic AI The next frontier in FSM AI is agentic scheduling: systems that autonomously make and execute scheduling decisions within defined parameters, alerting human supervisors only when a decision falls outside the confidence threshold or the rules engine cannot resolve a conflict. This reduces dispatcher workload, speeds response time for urgent jobs, and frees human judgment for situations that genuinely require it. ### Augmented reality in the field AR tools allow remote experts to guide on-site technicians through complex repairs in real time, with digital overlays showing wiring diagrams, step-by-step instructions, and visual annotations on the actual equipment. One analysis found 37 percent faster repair times and 28 percent lower expert travel costs after AR implementation. ### What AI doesn't replace AI makes scheduling faster and more optimal. It does not replace the need for clear business rules, high-quality worker data, or meaningful customer information. The quality of AI scheduling output is directly proportional to the quality of data inputs. Organizations that treat AI deployment as a data and process transformation, not just a technology switch, consistently outperform those that don't. ## 7. Benefits and ROI of Field Service Management Software The business case for FSM investment rests on several measurable levers. The most credible way to evaluate it is to quantify the cost of the current state and model what improvement is achievable with better tooling. ### Increased worker productivity The most direct productivity benefit comes from getting more appointments into each worker's day without increasing their hours. Intelligent routing reduces dead time between jobs. Optimized scheduling eliminates gaps caused by poor assignment decisions. Digital pre-appointment information means workers arrive prepared. Skedulo customers report an average 20 percent increase in deskless worker productivity following deployment. For an organization running 500 field workers, that productivity gain is equivalent to 100 additional workers without any new headcount cost. ### Reduced scheduling overhead Manual scheduling is labor-intensive. Dispatchers who build schedules by hand, then rebuild them when workers call in sick, or jobs run long, spend a significant portion of their working day on tasks that sophisticated software can execute in seconds. Skedulo customers report a 48 percent reduction in time-to-schedule on average. ### Improved first-time fix rates Repeat visits are costly: double the travel cost, double the technician time, additional parts logistics, and a customer experience that rarely recovers fully. FSM software improves first-time fix rates by ensuring the right worker, with the right skills, the right parts, and a complete job context, is dispatched in the first instance. AI-driven FSM solutions have achieved 20 percent improvements in documented deployments. ### Lower overhead costs Operational cost reductions accumulate across: reduced fuel and vehicle wear from route optimization; lower administrative overhead from automated scheduling and digital work orders; reduced billing errors from integrated CRM/ERP data flow; and lower worker turnover costs from improved scheduling fairness. ### Enhanced customer experience Customers who experience on-time arrivals, informed technicians, and clear post-service communication give dramatically higher satisfaction scores. FSM platforms that enable automated customer notifications, real-time ETA tracking, and post-service follow-up surveys create a service experience that drives retention and referrals. Key ROI Drivers in FSM Implementation - More appointments per worker per day through route and schedule optimization - Reduced scheduling and dispatch administrative overhead - Higher first-time fix rates through better pre-appointment preparation - Lower travel costs and emissions from intelligent routing - Faster billing cycles and fewer invoice errors through integrated data flow - Reduced worker turnover through better scheduling, fairness, and digital tools - Improved customer retention through reliable, communicative service delivery ## 8. Workforce Strategy and Scheduling Intelligence The scheduling engine is where FSM either earns its value or reveals its limitations. Organizations that treat scheduling as a calendar-filling exercise consistently underperform against those that treat it as an optimization problem. ### Skills-based scheduling Every worker has a unique combination of skills, certifications, licenses, language abilities, and history with specific customers. Matching these to job requirements, rather than simply dispatching the nearest available technician, dramatically improves service quality and first-time fix rates. For regulated industries such as healthcare, electrical, gas, and safety-critical equipment service, skills matching is not just a quality improvement. It is a compliance requirement. ### Managing a blended workforce Best-practice FSM platforms manage all worker types (employees, part-time staff, and contractors) in a single scheduling view, with appropriate differentiation for their distinct cost structures, availability constraints, and compliance requirements. This unified visibility is particularly important for understanding the true available capacity across the whole blended workforce on any given day. ### Demand forecasting and capacity planning Reactive scheduling, meaning matching workers to jobs as requests come in, is only half of the scheduling discipline. Proactive capacity planning, forecasting expected demand, and ensuring the right workforce is in place are equally important for organizations with seasonal or cyclical service demand patterns. Organizations that can model anticipated demand and compare it against planned workforce capacity can identify coverage gaps weeks or months in advance, and address them through hiring, contractor engagement, or reallocation of existing resources. ### Worker experience as a retention strategy Worker experience is increasingly a strategic variable in field service, not just an HR concern. Organizations with high voluntary turnover face a continuous and expensive cycle of recruitment, onboarding, and productivity ramp-up. The scheduling platform plays a direct role in retention: workers who have predictable schedules, manageable travel loads, clear job information before they arrive, and digital workflows that reduce friction are measurably more satisfied and more likely to stay. ## 9. How to Choose Field Service Management Software Selecting an FSM platform is a multi-year commitment that will shape how your workforce operates, how your customers experience your service, and how efficiently your back office functions. The decision deserves a structured evaluation process, not just a software demo. ### Define your scheduling complexity first The most important question to answer before evaluating vendors is: What is the actual complexity of your scheduling problem? Organizations with genuinely complex challenges need a platform with a sophisticated optimization engine. Be skeptical of vendors who claim their platform handles everything equally well; scheduling power varies significantly between products, and it's the hardest capability to evaluate from a demo. ### Evaluate the mobile experience from both sides Test the mobile app with actual workers from your team, ideally in a real field context. Observe whether it loads reliably, whether offline mode works as advertised, whether it's intuitive for workers with limited technical familiarity, and whether it runs quietly in the background without draining device batteries excessively. ### Assess integration depth with your existing systems Map your key integration requirements before selecting a platform. Organizations running on Salesforce should pay particular attention to whether a platform is truly native to Salesforce's data model or merely has an integration. The operational difference, in data fidelity, workflow automation, and reporting capability, is substantial. ### Understand the total cost of ownership Headline per-user pricing rarely tells the full cost story. Implementation costs, integration work, training, ongoing support tiers, and customization fees can add significantly to the apparent cost. Ask vendors to scope total first-year and three-year costs explicitly. ### Reference customers in your industry Ask specifically for references from customers with comparable complexity, and ask those references directly about the areas where the platform fell short, not just where it succeeded. FSM Vendor Evaluation Checklist - Can the scheduling engine handle your specific constraint variables and optimization objectives? - Has the mobile app been tested with real workers in real conditions, including offline? - Is Salesforce (or your CRM) integration native or via a third-party connector? - What is the three-year total cost of ownership, including implementation and support? - Are there reference customers with a comparable workforce size and industry? - What does the implementation and change management process look like? - How are software updates handled, and what is the release cadence? - What security certifications does the platform hold (SOC 2, HIPAA, ISO 27001)? Hometree × Skedulo case study ## 10. Implementation and Change Management FSM implementations that fail almost always fail for reasons that have nothing to do with the software. The technical configuration is rarely the hard part. Change management, getting field workers, dispatchers, and managers to actually use the new system as intended, is where most projects succeed or stall. ### Phased deployment vs. big-bang rollout For most organizations, a phased approach (starting with one service territory, one job type, or one team before expanding) dramatically reduces risk. It allows the implementation team to identify configuration issues, data quality problems, and adoption barriers before they affect the whole workforce. It also creates internal advocates who can help onboard their peers more effectively than any formal training program. ### Data quality is a prerequisite, not an afterthought The output quality of an FSM scheduling engine is directly bound by the quality of its input data. Before going live, organizations should invest in a structured data audit: validate worker profiles, standardize job types and duration estimates, confirm territory and location data, and establish governance processes for keeping this data current over time. ### Measure against baseline, not anecdote Establish quantitative baseline metrics before implementation, including jobs per worker per day, average travel time, first-time fix rate, scheduling time per dispatcher, and administrative time per work order. These baselines are the foundation of the ROI measurement that will justify the investment and guide future optimization. ### Training and sustained adoption Initial training gets workers into the system. Sustained adoption requires follow-through that most implementation plans underinvest in. Designate internal champions within the field workforce. Monitor adoption metrics in the first 90 days. If workers are routinely bypassing the system for a specific workflow, investigate why rather than assuming non-compliance. ## 11. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/industries/healthcare/" type: "page" title: "Skedulo for healthcare" description: "One system to intelligently manage your entire deskless workforce, with availability and skills matching, costing, scheduling, dispatch information, route direction, and on-the-job guidance." lastmod: "2022-11-02" --- # Skedulo for healthcare _healthcare_ ## Scheduling for healthcare teams Coordinate appointments, care teams and travel in one schedule. Match providers to each visit using their availability, qualifications and location, alongside the client's requirements. ### Home Health Schedule home visits around provider availability, travel and patient requirements. Share appointment changes with the care team and review how services are running. ### Home Care Arrange regular home care with the people clients know. Account for availability, skills and preferences when allocating visits or covering an absence. ### Labs & Diagnostics Coordinate collection appointments and mobile teams across service areas. Keep schedulers and staff informed when bookings or assignments change. ### NDIS & Aged Care Plan support visits around each client's requirements, worker availability and service commitments. Coordinate support workers, caregivers and schedulers across your operation. ### Autism & Behavioral Health Match therapists to clients, plan recurring sessions and manage changes to appointments. Keep therapists and families informed about the schedule. ### Healthcare Therapy Schedule therapy appointments across clinics, homes and other care settings. Balance caseloads with therapist availability and travel. ## See how Skedulo fits your care operation Bring your scheduling requirements. We'll show you how to coordinate care teams, visits and service updates in Skedulo. --- --- url: "https://www.skedulo.com/industries/healthcare/behavioral-health/" type: "page" title: "Autism & Behavioral Health Scheduling" description: "Skedulo’s scheduling software increases efficiency for autism and behavioral health service providers with intelligent scheduling, communication, and more." lastmod: "2023-04-06" --- # Autism & Behavioral Health Scheduling _SKEDULO FOR HEALTHCARE_ ## Autism & Behavioral Health Scheduling Plan therapy around the people receiving it. Match therapists to client requirements and preferences, coordinate recurring appointments, and keep families informed when the schedule changes. ## Appointments that fit your care team ### Therapist matching ### Client appointment preferences ### In-person and remote appointments ### Mobile schedules for therapists _Therapist allocation_ ## Account for each client's requirements Use therapist attributes, availability and client requirements to allocate appointments. Schedulers can review the workload and adjust assignments as needs change. - Review appointments and workloads in a visual schedule - Match therapists using the skills and other attributes you define - Balance therapist capacity with appointment commitments _CLIENT COMMUNICATION_ ## Keep families informed Share appointment details and updates with clients and their families. When a therapist's schedule changes, your team can coordinate the new arrangement and communicate it. _EMPLOYEE MOBILE APP_ ## The day's appointments, in hand Day-to-day support matters when [attracting and retaining skilled staff](https://www.skedulo.com/resources/retaining-talent-in-home-and-coordinated-healthcare/). With the [Skedulo mobile app](https://www.skedulo.com/mobile-scheduling-apps/), therapists can check appointments, request time off and navigate to care sites. They can also contact schedulers and colleagues through [centralized in-app messaging](https://www.skedulo.com/product/dynamic-messaging/), with the conversation available alongside their work. ## Explore scheduling for your therapy services We'll walk through therapist allocation, recurring appointments and communication using the needs of your care operation. > “It’s been transformational for what we can provide to all of our customers. There are so many ways we’ve ended up using Skedulo that we couldn't imagine when we began this process. That’s what we love about the Skedulo platform.” > > — Darcie Peacock, CEO, Solace Pediatric Home Healthcare _SECURITY & PRIVACY_ ## Secure, HIPAA-compliant platform ### HIPAA-compliant The Skedulo mobile app is HIPAA-compliant, so your team remains informed while keeping your client and patient information secure. Skedulo can integrate with other systems with our Lens API, so your data is connected to all of your critical systems. ### Data encryption & compliance All Skedulo data is encrypted in flight (TLS 1.2) and at rest (AES 256) on our virtual private cloud with access control lists. Skedulo is a SOC2 certified company. ### Built for integration Skedulo is able to be integrated with a range of CRMs, EHRs, EMRs and other business systems. Learn more about integrations. ## See Skedulo with your team Bring your appointment and staffing requirements to a personal demo. --- --- url: "https://www.skedulo.com/industries/healthcare/home-healthcare-scheduling/" type: "page" title: "Intelligent Healthcare Scheduling" description: "Skedulo’s HIPAA-compliant healthcare software makes managing schedules a snap. Send live updates, generate analytics, integrate with other systems, and more." lastmod: "2023-02-06" --- # Intelligent Healthcare Scheduling _Healthcare_ ## Scheduling for care at home Coordinate home visits around patient needs and provider availability. Plan travel, share appointment details and track progress with a schedule your office and care teams can use. ### Provider matching Match providers using qualifications, experience and patient history, alongside availability and location. ### Appointment updates Keep patient appointments and provider schedules together. Share changes with caregivers through the mobile app. ### Travel between visits Account for travel when assigning visits and review opportunities to group nearby appointments. ### Visit records Capture notes and service details during the visit so your team can review completed work without waiting for paper forms. ## A schedule that accounts for travel Match providers to patients using your care requirements and scheduling priorities. Group nearby visits where appropriate, account for travel and review capacity across shifts, rosters and calendars. ## Understand your capacity for care See where providers have capacity and where travel or appointment commitments limit availability. Use that view to plan additional visits without assuming every gap in the calendar is usable care time. ## Support continuity of care 59% of patients say the provider-patient relationship and caregivers' personalities are critical to satisfaction with service. Include preferred providers and patient history in scheduling decisions. The mobile app makes visit information available to caregivers before they arrive. ![Download on the App Store](https://assets.skedulo.com/assets/2018/02/app-store-badge.png) ![Get it on Google Play](https://assets.skedulo.com/assets/2018/02/google-play-badge.png) ## Visit notes and forms, on mobile Complete appointment notes and configured forms in the Skedulo mobile app. Capture information during the visit, with dictation available for entering notes. ## Progress from the field Caregivers can update appointment status and location from mobile, while schedulers share changes to the day. Offline support allows work to continue without a connection; updates sync when connectivity returns. ## Ready to see it in action? See how visits, provider availability and travel fit together in a demo. ## Connected, HIPAA-compliant platform Because the Skedulo mobile app is HIPAA-compliant, your providers remain informed while keeping your patient information secure. Skedulo can integrate with other systems with our [Lens API](https://www.skedulo.com/integrations/lens-api/), so your data is connected to all your business critical systems. ## Home healthcare scheduling capabilities ✓ Manage patient availability ✓ Intelligent appointment scheduling ✓ Match patients and preferred caregivers ✓ Mobile app with support for charting/notes ✓ Optimized routing ✓ Real-time updates to providers in the field ✓ Android and iOS parity ✓ Salesforce native ✓ HIPAA compliant ✓ API integration to other systems ## Connecting healthcare systems Explore how interoperability helps healthcare teams share information across the systems involved in care. > “It’s been transformational for what we can provide to all of our customers. There are so many ways we’ve ended up using Skedulo that we couldn't imagine when we began this process. That’s what we love about the Skedulo platform.” > > — Darcie Peacock, CEO ## Plan your home healthcare schedule with Skedulo We'll walk through your visit patterns, provider requirements and scheduling priorities. --- --- url: "https://www.skedulo.com/industries/healthcare/home-healthcare-scheduling/state-of-the-industry/" type: "page" title: "Beyond the Roster: How Smart Scheduling Is Rewriting the Economics of Home Health Care" description: "The scheduling technology home health operators choose now will determine whether they scale into the next decade of demand, or get buried under it." --- # Beyond the Roster: How Smart Scheduling Is Rewriting the Economics of Home Health Care --- --- url: "https://www.skedulo.com/industries/healthcare/homecare-software/" type: "page" title: "Homecare software for your mobile workforce" description: "Homecare software is revolutionizing the mobile workforce. Here’s what it has to offer and why it’s the future of home healthcare." lastmod: "2023-02-01" --- # Homecare software for your mobile workforce _Homecare_ ## Home care scheduling for your whole team Coordinate home visits, caregiver availability and client information in one platform. Your office can manage the schedule while caregivers access visit details and report progress from mobile. ## A shared view of home care Plan the visit, allocate a caregiver and keep the record up to date as care is delivered. ### Scheduling and dispatch Manage assignments and share schedule changes with caregivers. Office and mobile teams can work from the latest available schedule. ### Caregiver matching Consider qualifications, availability, location and client preferences together when allocating a caregiver. ### Visit data and reporting Record visit details, service time and travel on site. Make the information available for reporting without waiting for end-of-day paperwork. ### Connected systems Connect Skedulo with Salesforce, Zendesk and other business systems. Establish the data and processes each integration needs to support. ## One operational view, across the organization Caregivers, coordinators and leaders need different views of the same service. Support [care at home](https://www.skedulo.com/blog/consumerization-healthcare-experiences/) with connected schedules, visit records and reporting, so each team has the information relevant to its work. ## Reporting on capacity and service activity Review availability, visit types, service volumes and more in Skedulo dashboards. Compare activity over time and choose the measures that matter to your operation. ## Real-time communication Share appointment updates between the office and caregivers. Keep clients informed about changes and use messaging to coordinate the details of a visit. ## Travel time in every assignment Include location and travel time when allocating visits. Review routes alongside caregiver availability and client requirements, rather than treating every calendar gap as bookable time. ## Document care during the visit Capture [important appointment details](https://www.skedulo.com/blog/collecting-best-mobile-healthcare-data/) in configured forms, including services delivered, observations and follow-up requirements. Keep the record associated with the visit for review by the appropriate team. ## Review how your service is running Use [workforce visibility](https://www.skedulo.com/resources/how-to-improve-mobile-workforce-visibility/) to compare planned and completed work, travel and capacity. Investigate the patterns behind missed visits or uneven workloads. ## See your home care operation in Skedulo We'll walk through scheduling, mobile visit records and reporting with your team. ## Business leadership Review service activity and workforce capacity together when deciding where your home care operation needs to change. ### Operational information Use visit and travel records to understand resource requirements. Review those findings alongside staffing availability when planning services. ### Consistent service processes Configure shared workflows for visit records, follow-up and incident handling. Keep required information with the work and connect it to downstream billing processes. ### Support for caregivers Make schedules and visit information accessible, and account for working preferences when allocating care. ## Providers, nurses and caregivers Access the day's appointments, record visit information and stay in touch with coordinators through the Skedulo mobile app. ## Homecare organization Connect scheduling and visit records to your wider [operations](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations). Our Pulse Platform supports the additional data and workflows your home care service needs. ### Information governance Review your information handling and access requirements with our team. Agree the configuration and responsibilities required for your care operation. ### Team communication Keep conversations and appointment updates available to the people coordinating care. Use a shared operational record to clarify what happened at a visit. ### Billing information Capture service and visit details for billing. Connect the relevant records to your finance processes, with integration scope defined for your systems. ### Web and mobile Use the web app for coordination and the mobile app for care in the field, on supported devices. ### Room to extend Add fields, connected records and workflows on our Pulse Platform as your home care operation develops. ### Understand operating costs Review travel, service time and capacity to identify where scheduling changes could reduce avoidable overhead. ## Explore Skedulo for home care Bring your service model and scheduling requirements. We'll help you work through how Skedulo could support them. --- --- url: "https://www.skedulo.com/industries/healthcare/labs-and-diagnostics/" type: "page" title: "Lab & Diagnostics Scheduling, Simplified" description: "Skedulo’s staff scheduling software streamlines lab & diagnostic schedules with centralized appointment booking, real-time communication, and more." lastmod: "2022-12-21" --- # Lab & Diagnostics Scheduling, Simplified _SKEDULO FOR HEALTHCARE_ ## Scheduling for labs and diagnostics Coordinate appointments and technicians across locations. Book against available capacity, match staff to service requirements and keep mobile teams informed when assignments change. ## Appointment booking and staff allocation ### Skills-based scheduling ### Service capacity ### Technician matching ### Operational reporting _APPOINTMENT SCHEDULING_ ## Book appointments against capacity Offer online appointment booking through a customer-facing portal. Use available capacity to determine which appointments can be booked as demand and staffing change. _AUTOMATION & OPTIMIZATION_ ## Qualified technicians for each appointment Allocate technicians using qualifications, availability and the requirements of each service and site. Review appointments and staffing in one schedule. - View service workloads across locations - Match technicians using certifications and other attributes - Balance appointments with available staff capacity _EMPLOYEE MOBILE APP_ ## The schedule goes with your technicians With the [Skedulo mobile app](https://www.skedulo.com/mobile-scheduling-apps/), technicians can check appointments, submit availability changes and navigate to service locations. They can contact colleagues through [centralized in-app messaging](https://www.skedulo.com/product/dynamic-messaging/). Offline support keeps supported field work available without a connection; messaging and updates need connectivity. ## See how capacity-based booking works Explore appointment booking and technician allocation with a demo tailored to your service model. > “The ability of Skedulo’s team to get the platform up and running and ready for the world was amazing. We were ready in a week or two as opposed to the month or two other vendors would need.” > > — Vinny Pacione, Director of Consumer Digital at BioReference Laboratories _SECURITY & PRIVACY_ ## Connected and HIPAA-compliant ### HIPAA-compliant The Skedulo mobile app is HIPAA-compliant, so your team remains informed while keeping your client and patient information secure. Skedulo can integrate with other systems with our Lens API, so your data is connected to all of your critical systems. ### Data encryption & compliance All Skedulo data is encrypted in flight (TLS 1.2) and at rest (AES 256) on our virtual private cloud with access control lists. Skedulo is SOC2 certified. ### Built for integration Skedulo is able to be integrated with a range of CRMs, EHRs, EMRs and other business systems. Learn more about integrations. ## Talk through your lab scheduling requirements Bring your appointment volumes, service locations and staffing constraints. --- --- url: "https://www.skedulo.com/healthcare/therapy/" type: "page" title: "Therapy Scheduling Software" description: "Skedulo’s powerful therapy scheduling software and mobile app makes scheduling easy and efficient. Enabling you to serve more patients and make clinicians’ jobs easier." lastmod: "2023-02-13" --- # Therapy Scheduling Software _Skedulo for Healthcare_ ## Therapy Scheduling Software Plan recurring therapy appointments around client needs, therapist availability and service authorizations. Keep schedules, visit details and progress available to your office and mobile care teams. ### Recurring care Schedule a series of therapy appointments and support each visit with reminders and digital notes. ### Service time Record time spent and services completed to support billing and reimbursement processes. ### Client communication Share appointment information and updates with clinicians, clients and families. ### Schedule changes Reassign or reschedule appointments when a clinician or client becomes unavailable. ## Preserve the client-provider match Include qualifications and client preferences when assigning therapists. If a cancellation or absence affects the plan, review alternatives against those same requirements. With Skedulo, you can: - Match clients using language, relevant experience, preferences and more - Prioritize a preferred or consistent provider where available - Manage client availability between multiple households ## Schedule within service authorizations Use authorization data when planning therapy appointments. Track scheduled and delivered services against the limits recorded for each client. Review authorization use over time: - Track time spent on services linked to client authorizations - Display authorization updates from a connected EHR or EMR - Review remaining authorized hours across days, weeks and months ## Account for therapist preferences Include working preferences alongside qualifications and availability. Schedulers can consider travel, workload and provider choice when allocating appointments. Skedulo helps you do this by: - Account for travel time and the qualifications each visit requires - Send appointment offers to providers on mobile - Review workload distribution against your allocation policies ## Scheduling conflicts, flagged for review Validate bookings against your scheduling rules. If an appointment conflicts with recorded client or provider availability, flag it for the team to resolve. Schedulers can take ownership of individual exceptions. The team can see which issues have been assigned and which still need attention. ## Appointment updates for clients Send reminders and let clients know when their provider is on the way. Notify them when an appointment changes. Use SMS or email for upcoming appointment communications. After a visit, access the recorded service data used in your electronic visit verification process. ## Secure and HIPAA-compliant **HIPAA-compliant mobile app** The Skedulo mobile app is HIPAA-compliant, so your team remains informed while keeping your client and patient information secure. Skedulo can integrate with other systems with our Lens API, so your data is connected to all of your critical systems. **Data encryption and compliance** All Skedulo data is encrypted in flight (TLS 1.2) and at rest (AES 256) on our virtual private cloud with access control lists. Skedulo is a SOC2 certified company. **Built for integration** Skedulo integrates with a range of CRMs, EHRs, EMRs and other business systems. ## See Skedulo for your therapy practice Talk with our team about recurring care, therapist allocation and service authorizations. We'll help you explore a scheduling approach that fits your practice. --- --- url: "https://www.skedulo.com/industries/ndis-and-aged-care-scheduling/" type: "page" title: "The Skedulo Deskless Productivity Cloud for Disability and Aged Care Services" description: "Skedulo offers simple mobile workforce scheduling software for NDIS and CDC healthcare providers. Learn more about our healthcare, aged care, and disability solutions." lastmod: "2026-01-27" --- # The Skedulo Deskless Productivity Cloud for Disability and Aged Care Services _NDIS & Aged Care_ ## Scheduling for disability and aged care Coordinate support workers, clients and services across community and residential care. Plan visits and shifts around skills, availability and client preferences, with updates from the field as support is delivered. ### Worker-client matching Match support workers using skills, qualifications, availability and each client's requirements and preferences. ### Workforce planning Plan coverage and travel across visits and shifts. Review capacity before assigning additional services. ### Mobile support Give workers access to client details, visit information and forms, with updates when their schedule changes. ### Service visibility Review workforce activity and service records to understand capacity, travel and completed work. ## Coordinate visits and shifts in one platform Skedulo supports workforce operations for disability and aged care providers, including organisations working within the NDIS and Support at Home. Manage assignments and field activity alongside the care and business systems you already use. ## Keep service plans and staffing aligned Review scheduled services alongside worker availability and client requirements. When a visit changes or someone is unavailable, coordinators can assess coverage and communicate a revised plan. ## Built around how care teams work Care delivery depends on more than an appointment slot. Qualifications, travel, client preferences and existing relationships all influence who can provide a service. Use those factors to plan and allocate work across community care, residential services, clinics and more. Our Pulse Platform gives you room to add the records and workflows your operation needs. ### Worker allocation Manage full-time, part-time and contracted workers together. Allocate visits or shifts across community services and facilities as priorities change. ### Care at the visit Make client history, service details and configured forms available to workers on site. Shape the information they see around the care being delivered. ### Rosters and time records Manage shift schedules alongside visit and time records in the web app. Keep staffing plans connected to the services delivered. ### Connected care and business systems Connect Skedulo with care management, CRM, workforce, finance and other systems. Define the data each connection should share, including client records, schedules and service activity. Extend selected information to participants, next of kin and guardians through a configured customer portal. Share appointment updates and history, with access appropriate to each person's role. ### Configure your care operation Adapt forms, scheduling rules and operational data for your service model. Our team can help you work through requirements specific to Australian disability and aged care. Use supported CRM and award-interpreter integrations alongside custom connections where needed. Confirm the scope and systems involved with our team. Our customer success team works with care providers on rollout and ongoing use. Customer stories describe that experience in their own words. ### Mobile tools for support workers Access support and care information, capture notes and report incidents in the Skedulo mobile app. Record service time and travel alongside the work. ### Reusable roster patterns Start with a roster template for recurring staffing needs, then adjust assignments for current availability and service requirements. ### Continuity and availability Consider existing worker-client relationships alongside skills, preferences and availability. Prioritise continuity where the schedule allows. ## Trusted by disability and aged care providers ## Explore Skedulo for your care services We'll help you work through your staffing model, service requirements and existing systems. --- --- url: "https://www.skedulo.com/industries/real-estate-scheduling-software/" type: "page" title: "Scheduling software for real estate and property management" description: "Manage and optimize real estate scheduling with Skedulo. Book showings, inspections, maintenance, closing, and appointments faster, always with the right people." lastmod: "2022-10-17" --- # Scheduling software for real estate and property management ## Scheduling software for real estate and property management Coordinate inspections, maintenance and trade appointments across your properties. Allocate employees and contractors, share site details and track progress from the field. ### Property work in one schedule Plan assignments across properties and service teams. Review availability, job status and operational activity without maintaining a separate schedule for each location. ### Job conversations and records Share photos, documents and updates through the mobile app. Keep the information available to the staff coordinating each job. ### Self-service appointments Offer customer-facing booking for inspections, viewings and other appointments. Connect the booking experience to your available capacity. ### Operational visibility Review job progress, travel and workforce activity across properties. Use reporting to identify delays, capacity gaps and opportunities to improve scheduling. ## Coordinate teams across properties Manage assignments for strata, property agencies, inspection services and facilities teams. See employees and contractors alongside the work that needs coverage. Allocate workers using skills, availability and location. Review internal capacity before engaging contractors to [manage service costs](https://www.skedulo.com/blog/4-ways-to-reduce-labor-costs-using-technology/) in line with your staffing policies. ## Site information and safety records Make site requirements available to agents, inspectors and field staff. Use [digital safety forms](https://www.skedulo.com/blog-how-mobile-workforce-tech-can-improve-worker-safety/) alongside sign-in and sign-out records to support your operating procedures. Record required certifications against workers and monitor expiry dates, so coordinators can review eligibility before assigning work. ## Appointments customers can plan around Coordinate bookings and updates throughout the appointment: - self-service customer appointment scheduling - automated appointment confirmation and reminders - replacement scheduling when a worker becomes unavailable - location-based allocation of [frontline workers](https://www.skedulo.com/blog/how-mobile-workforce-management-can-support-frontline-workers/) alongside skills and availability - comment fields to share information from previous jobs - [virtual meeting options](https://www.skedulo.com/product/virtual-meetings/) Include service commitments in job matching and scheduling. For a time-sensitive valuation, for example, identify qualified, available staff who can reach the property within the required window. ## After 1 year, Skedulo property customers typically have a - **9x** — return ratio - **68%** — increase in customer satisfaction - **48%** — reduction in scheduling time ## See Skedulo for your property operation Explore scheduling across your properties, service teams and contractors. --- --- url: "https://www.skedulo.com/industries/residential-contractor-home-services-scheduling/" type: "page" title: "Scheduling for home services & residential contractors" description: "Schedule with ease in real-time with the Skedulo platform. It's perfect for field workers, home service contractors, and more!" lastmod: "2023-02-06" --- # Scheduling for home services & residential contractors _RESIDENTIAL SERVICES_ ## Scheduling for home services & residential contractors Schedule consultations, installations, repairs and recurring services across your residential workforce. Match employees and contractors to each job, share customer details and track progress from mobile. ## Plan visits and crew assignments Coordinate workers visiting several homes in a day or crews returning to one project over multiple days. Manage assignments and job information together: - Create and distribute updated schedules - Share customer information and schedules - Manage employees and [independent contractors](https://www.skedulo.com/blog/rise-1099-mobile-workforce/) - Factor in skills, location, travel time, customer history - Include travel time and provide mobile navigation - [Review available capacity across your workforce](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/) ## Allocate for the work ahead Use qualifications, availability, location and customer history to allocate work across sales visits, installations, repairs, inspections and more. Schedulers manage assignments while the [mobile app](https://www.skedulo.com/mobile-scheduling-apps/) gives field teams access to the job details and updates they need. ## Crews for multi-stage projects Schedule installation crews and specialist trades across the stages of a residential project. Include follow-up visits, maintenance and rework in the ongoing service schedule. Build crews using skills, certifications, licences, availability and location. Check competing commitments across projects before changing an assignment. ## The Evolution of Home Services As competition among providers of in-home services heats up, customer expectations continue to rise. See how residential service providers can adapt to evolving customer preferences and technology. ## Home services beyond repairs A home visit might be a consultation, a survey, a planned installation or a regular service. The schedule needs to reflect the work involved, not just a queue of repair requests. Manage one-off appointments, recurring services and multi-stage projects. Account for customer preferences, job dependencies and the availability of the people required. ## Time and job records from the field Workers can record service time, progress and follow-up requirements as they complete the job. Office teams can review those records alongside the schedule. Capture supported job information without a signal and sync updates when connectivity returns. Use recorded time and service details in your downstream billing and workforce processes. Add photos, signatures and notes to the job record. Share supporting documents with the office and use configured workflows to route information for review. > “With Skedulo, you no longer have that trust gap with the information. So if you are going to change a schedule on the fly, or update a work order, you know it’s going to the mobile device. It saves a lot of time.” > > — David Benoit, ServiceMaster Residential Vancouver ## Schedule the sales visit too Coordinate field sales alongside installation and service teams: - Schedule sales representatives for door-to-door lead generation - Staff kiosks and promotional booths inside stores - Review sales activity and recorded location information Connect customer records through systems such as [Salesforce](https://www.skedulo.com/salesforce/) and [ServiceNow](https://www.skedulo.com/servicenow/), or use the [Lens API](https://www.skedulo.com/lens/) for a scoped integration with another system of record. Create jobs from customer requests and make relevant information available to the field team. Explore how configured workflows can connect sales appointments with the work that follows. ## Explore scheduling for your home services team Bring your appointment types, crew requirements and recurring service plans. --- --- url: "https://www.skedulo.com/industries/scheduling-software-for-energy-and-utilities/" type: "page" title: "Scheduling software for energy & utilities companies" description: "Utility companies rely on Skedulo to book more appointments and respond to urgent calls faster. Support your workers with mobile-first, intelligent scheduling tools." lastmod: "2023-02-06" --- # Scheduling software for energy & utilities companies ## Scheduling software for energy & utilities companies Achieve a 20% increase in productivity by using Skedulo to efficiently manage and schedule your mobile and field workers. We give electricity, oil & gas, water, sewage and energy companies full visibility of their mobile workforce to help them get the right people in the right place at the right time…the first time. ### Meet SLAs with ease Under increased pressure to improve response times and demonstrate compliance? Skedulo empowers you to quickly mobilize your field workers when uptime is at risk, while delivering reliable data for audit and assurance. ### Respond rapidly to critical events To respond to natural disasters, you need a scheduling solution built for rapid response with on-the-go communication and collaboration. Skedulo can automatically identify the right worker and assign them to emergency jobs based on skills and attribute tagging. ### Match jobs to the right skills Manage a hybrid workforce of employees and contractors, with the ability to assign attributes to any worker based on skills, location, qualifications, certification, customer needs, history, and more. ### Simplify complex projects Automate and optimize staff scheduling across the full spectrum of construction, operation, and maintenance across all locations. Automate the sequencing of crews so skilled workers only arrive on site as they are needed. ## Drive safety and productivity Skedulo has been purpose-built for remote work, encompassing all the tools your frontline staff, managers and C-suite need to achieve business goals. The Skedulo platform is well-suited for many types of utility work: traffic safety, inspections, pipeline work, outages, permitting, encroachment calls, installations, maintenance, leak dispatch, and more. Utility companies use Skedulo to: - Manage deskless employees, contractors, and specialists by availability, location, capacity, diverse skill sets, and certifications - Provide appointment times with narrow windows by factoring in travel time and other commitments - [Automate staff scheduling](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) to reduce operating costs and labor commitments - Instantly deliver data to and from the field and connect with your employees in real time, in any environment, with an [iOS & Android app](https://www.skedulo.com/mobile-scheduling-apps/) that offers offline capabilities - [Integrate](https://www.skedulo.com/integrations/) with existing systems of record to minimize errors and duplicative work ## Advanced map capabilities Skedulo is as easy and intuitive to use as any social media app. Utility workers can access the Skedulo app via their smartphones or tablets for easy access whenever they need it. Schedules are designed to optimize job assignment and routing to dramatically reduce travel time, without jeopardizing the [safety of deskless workers](https://www.skedulo.com/blog/6-ways-skedulo-drives-efficiency-and-safety-in-the-oil-and-gas-sector/). The Skedulo mobile app integrates with Apple Maps, Google Maps, Waze, Uber, and Lyft to further simplify navigation for your staff, so workers get to where they need to be on time and waste less of their day behind the windshield. ## Reduce overspend and boost profits It’s difficult to balance opportunities with profitability and safety in higher risk sectors such as utilities. Skedulo supports you in gaining [total oversight](https://www.skedulo.com/resources/how-to-improve-mobile-workforce-visibility/) of your operations, while serving up [detailed analytics](https://www.skedulo.com/product/analytics/) on costs including travel, resources and worker outputs so you can make informed decisions. Prioritize business objectives and then use Skedulo’s smart scheduling features to ensure these objectives remain a top priority (i.e. cut travel time by allocating appropriately skilled workers who live closest and then suggesting the fastest route). ## Skedulo addresses many workflows for the energy and utilities industry ### Traffic safety Scheduling employees to perform traffic safety services with cones, signage, and striping to reduce risk and improve public safety. Accounting for job dependencies to save money and maximize efficiency. ### Pipe/pipeline Scheduling workers to address leaks, maintenance, and emergency repairs as quickly as possible. Enabling on-the-go communication, collaboration, and access to information for executing mobile work. ### Disaster recovery Scheduling workers to restore services after storms and other outages involving complex steps and dependencies. Scheduling time and ecologically-sensitive leak fixes. Mobilizing and managing employees and contractors with specialized skills quickly and accurately. ### Inspections & permitting Scheduling, sequencing, and coordinating approval from local authorities for job start and to close permits and inspections to meet codes and industry regulations. Tracking permitting and inspection details in one system for accountability and to comply with regulations. ### Solar Scheduling and managing appointments with technicians and third-party installers across the solar life cycle, in multiple regions. Prioritizing worker preferences and customer needs for job matching and scheduling. ### Equipment installations Scheduling the installation of HVAC equipment, boilers, electrical, smart technology and generators in commercial or residential settings. Communicating with customers via SMS messaging, improving transparency. Understanding when and where people are working with reports, analytics, and a single system of record. ## After 1 year, Skedulo utilities customers typically have a - **9x** — return ratio - **68%** — increase in customer satisfaction - **48%** — reduction in scheduling time ## Enjoy custom configuration, fast and easy deployment and integration (Salesforce native), and a platform that scales with your business. --- --- url: "https://www.skedulo.com/integrations/lens-api/" type: "page" title: "Connect Skedulo to any system you need" description: "Skedulo offers APIs and SDKs to integrate employee scheduling tools with your existing software, including travel time APIs, resource tracking, and more." lastmod: "2023-08-14" --- # Connect Skedulo to any system you need _Lens API_ ## Connect Skedulo to any system you need Skedulo Lens offers the technical framework to connect our platform or its components to your systems of record or proprietary apps. ## Integrate Skedulo into any tech stack With the Lens framework of APIs and SDKs, you can integrate Skedulo into any system of record so your data flows quickly across users and systems. Schedulers and mobile teams get the benefits of our intuitive web and mobile apps that makes their jobs easier, all while keeping vital employee and customer data connected to the rest of your business. ## Branded self-scheduling With Skedulo Lens, your customers can self-schedule quickly and accurately in an experience that fits with your brand. Show customers only the information relevant to them and keep all your data connected to the employees who need it to do their work. The Lens APIs and SDKs make it all possible. ## APIs to build your own apps With Skedulo you can use Lens APIs to quickly build your own apps specifically for your customers to book their own appointments, get SMS notification, and track arrival time. Creating a top tier experience for your customers has never been easier. ## Pricing & implementation With simple pricing and straightforward implementation, it’s easy to get started. Contact your sales rep to discuss your expected usage and number of mobile workers. ### Travel time Routed, traffic-sensitive travel times ### Business capacity Insights into service-delivery capacity ### Notification Alert your team or customers via SMS ### Timeslot Booking grids & time suggestions ### Booking components For websites & your own mobile apps ### Resource tracking Know exactly where team members are > “Skedulo Lens allow us to deliver on our vision and promise of a world class client experience. Our clients now have the freedom to schedule a specific time to their fiber installation, based on the real time availability of our install team, and transparency into the entire process from arrival time to completion.” > > — Christina Fair, VP Client Experience, Rocket Fiber ## Ready to make your entire team more effective? --- --- url: "https://www.skedulo.com/jobs/" type: "page" title: "Job Openings" lastmod: "2020-04-28" noindex: "true" --- # Job Openings _Careers_ ## Job Openings ## Don't see your ideal position above? Tell us about your experience and the kind of role you're looking for. --- --- url: "https://www.skedulo.com/leadership/" type: "page" title: "Leadership Team | Skedulo" description: "Skedulo’s Management Team is a group of passionate leaders dedicated to the success of Skedulo customers, partners, and employees." --- # Skedulo Leadership Team ## Executive Leadership ## Matt Fairhurst CEO ## Anne Meisner CFO ## Ed Backhouse CCO ## Peter Stern CRO ## John McKim CTO ## Board of Directors ## Matt Fairhurst CEO, Skedulo ## Johnathan Hodge Independent Director ## Robyn Denholm Blackbird Ventures ## Mark Selcow Costanoa Ventures ## James Wu M12, Microsoft's Venture Fund ## Benjamin Dunphy January Capital --- --- url: "https://www.skedulo.com/marketplace/" type: "page" title: "Amplify your Skedulo Experience" description: "Amplify your Skedulo experience with extensions and apps that help you design Skedulo for your organization." lastmod: "2023-07-03" --- # Amplify your Skedulo Experience _Skedulo Marketplace_ ## Amplify your Skedulo Experience Extensions and apps that help you design Skedulo for your organization. ## Customer-centric Innovation > "At Skedulo, innovation centers around our customers. The new Skedulo Marketplace enables expanded functionality, both through our own extensions and third party apps, to meet our customers’ needs now and in the future.” — Ed Backhouse, EVP of Customer Experience ## Featured Apps Explore some of our most popular apps and extensions that enrich the Skedulo experience. ### eduMe Create and publish mobile training courses integrated into day-to-day shift management. ### VoiceBrain Gain insights for enterprise through voice. ### AskNicely The #1 rated customer experience platform for frontline teams. _Extensions_ ## Most Popular in Healthcare _Most Popular in Healthcare_ ### Timesheet Console View, create, and submit timesheets through custom forms on the Skedulo mobile app. ### Client Availability Console Precisely input and manage a client's availability in order to accurately allocate resources. ### Scheduling Exception Console Monitor all active jobs, generate a detailed list of scheduling errors and resolve errors. _Extensions_ ## Most Popular in Field Services _Most Popular in Field Services_ ### Incident Report Form Report work-related incidents from the field, along with supporting information and images, through a custom form on the mobile app. ### Contactless Signature Resources allow clients to sign off on a completed job through an SMS message. ### Post Job Survey Configure a ratings-based SMS survey that schedulers can push directly to customer devices. ## Made by Skedulo Realize the full value of your Skedulo implementation with our native extensions that help you expand capabilities and optimize workflows. ### Auto Dispatch Enables automatic dispatching of job allocations either on the job level or globally. ### Auto Offer Configure Skedulo to automatically send job offers to optimal resources at the job level or globally. ### Broadcast Console Schedulers send custom SMS Messages and Push Notification to their workforce. ### Client Availability Console Precisely input and manage a client's availability in order to accurately allocate resources. ### Contactless Signature Resources allow clients to sign off on a completed job through an SMS message. ### Incident Report Form Report work-related incidents from the field, along with supporting information and images, through a custom form on the mobile app. ### Lone Worker Risk Check-in Timed alert system prompts resources to regularly check-in via the Skedulo mobile app during a job. ### Post Job Survey Configure a ratings-based SMS survey that schedulers can push directly to customer devices. ### Scheduling Exception Console Monitor all active jobs, generate a detailed list of scheduling errors and resolve erros. ### Tag Management Console Manage all available tags and resources assigned to them in an easy to navigate web page. ### Timesheet Console View, create, and submit timesheets through custom forms on the Skedulo mobile app. ### Zendesk Skedulo for Zendesk provides a seamless integration with Zendesk for service & Zendesk for sales. ## A Growing Partner Ecosystem Our partner integrations make it simple for organizations to create end-to-end workflows, tailor solutions to specific industry needs, and personalize experiences. ### Salesforce Find us on the Salesforce AppExchange ### AWS Find us on the AWS Marketplace ### SAP Find us on the SAP Store ### Zendesk Find us on the Zendesk App Marketplace ## Can't find what you're looking for? --- --- url: "https://www.skedulo.com/marketplace/asknicely/" type: "marketplaceListing" title: "AskNicely" vendor: "AskNicely" description: "AskNicely is the #1 Rated Customer Experience Platform for Frontline Teams." lastmod: "2024-12-18" --- # AskNicely AskNicely is the #1 Rated Customer Experience Platform for Frontline Teams. Measuring customer experience isn’t hard, but improving it is. To win, you need your entire team focused and motivated to make every customer experience awesome. It's not easy. For people powered businesses, it means hundreds or thousands of frontline employees delivering their best, every day, for every customer. AskNicely is the world's first customer experience coach that fits in your pocket. Imagine a frontline staff member knowing how well they're delivering for each customer they serve and getting recognition or coaching in the moment to motivate performance for the next customer - all from their phone. Now copy and paste that picture across your entire frontline workforce and see them smile, just like your customers will. ## Key Features 1. Instantly visualize the impact of customer experience on key growth metrics (repeat purchases, referrals,spend) across locations, teams and even individual employees. 2. Use real customer feedback to identify what your top performers do differently and the specific actions that will close the gap 3. Quickly understand where to give praise and where to coach for improvement. Ensure each frontline line employee is focused on the right issue every day. 4. In a single glance, every worker can see their own customer experience score, recognition, shoutouts and areas to improve. All on their phone. ## Use Cases 1. Define and publish their service standards 2. Track, share, and act on feedback 3. Empower and reward their frontline employees 4. Provide personalized coaching to increase training effectiveness ## App Details - **Offered by** — AskNicely - **Contact** — Fabian Eckstrom-French Email AskNicely --- --- url: "https://www.skedulo.com/marketplace/auto-dispatch/" type: "marketplaceListing" title: "Auto Dispatch" vendor: "Skedulo" category: "Skedulo Pulse" description: "Automatically dispatch job allocations." lastmod: "2024-12-18" --- # Auto Dispatch Automatically dispatch job allocations. The Auto Dispatch extension allows scheduling administrators to automatically dispatch job allocations. Administrators have the ability to toggle between Instant Dispatch, Deferred Dispatch, or Specific Date Dispatch. The Auto Dispatch extension can be configured at the job level or globally via the Auto Dispatch connected page. This extension improves the efficiency of scheduling administrators by reducing their tasks at hand. ## Key Features 1. Configurations can be set at the job or global level 2. Customize when Dispatch Job Allocations are sent 3. Easily enable or disable Auto Dispatch ## Use Cases 1. Ideal for organizations who to improve workflow efficiencies and eliminate manually dispatching jobs ## App Details - **Platform** — Skedulo Pulse - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/auto-offer/" type: "marketplaceListing" title: "Auto Offer" vendor: "Skedulo" category: "Skedulo Pulse, Salesforce" description: "Automatically send job alerts to your workforce." lastmod: "2024-12-18" --- # Auto Offer Automatically send job alerts to your workforce. The Auto Offer extension allows scheduling administrators to automatically send job offers to their workforce. The Auto Offer extension can be configured at the job level or globally via the Auto Offer settings connected page. This extension improves the efficiency and saves scheduler time by removing the scheduling burden off them. The software ensures optimal resources are offered the job by matching Tags, Availability, and Regions. Without this extension, it is only possible to send offers through manual intervention and can not be automatically sent. ## Key Features 1. Configurations can be set at the job level or globally 2. Customize the date/time offers are automatically sent out 3. Ability to refine your pool of resources ## Use Cases 1. When organizations primarily have a contracted/volunteer workforce and want to quickly fill job opportunities 2. A scheduling administrator receives a last minute job opportunity that needs urgent attention ## App Details - **Platform** — Skedulo Pulse, Salesforce - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/broadcasts-console/" type: "marketplaceListing" title: "Broadcasts Console" vendor: "Skedulo" category: "Skedulo Pulse, Salesforce" description: "Send custom messages to your workforce." lastmod: "2024-12-18" --- # Broadcasts Console Send custom messages to your workforce. The Broadcasts Console extension enables scheduling administrators to send custom SMS Messages and Push Notifications to their workforce. From the console web application, administrators can create and send broadcasts to one or more resources. Using our neat filtering and search functionalities, administrators can ensure a message is sent to the appropriate resources. Administrators also have the ability to choose between an SMS or Push Notification delivery option. The web application also stores previously sent out broadcasts for your records. This extension centralizes communication and reduces the risk of missed communications. ## Key Features 1. Mass messaging 2. Search and filter options 3. Archive of previous broadcasts/messages ## Use Cases 1. An administrator would like to send a message to one or more recipients 2. An administrator would like to view previous messages ## App Details - **Platform** — Skedulo Pulse, Salesforce - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/client-availability-console/" type: "marketplaceListing" title: "Client Availability Console" vendor: "Skedulo" category: "Salesforce" description: "Precisely manage client availability." lastmod: "2024-12-18" --- # Client Availability Console Precisely manage client availability. The Client Availability Console allows scheduling administrators to precisely input and manage a client's availability. Through our search and filter functionalities you will be able to quickly find clients and view their schedule using our expansive calendar grid. Our calendar grid interface allows you to view multiple clients and see their schedule in two week increments. Using the calendar grid you can create a single availability, recurring availability, or even create a new job request for your clients. The Client Availability Console will help you accurately allocate resources given your clients' restrictions. ## Key Features 1. Advanced search and filter options 2. Expansive calendar booking grid 3. Set single or recuring client availability schedules 4. Create and schedule new jobs directly within the console ## Use Cases 1. Ideal for entities with frequent clients who have tight schedules and a need a recurring job service ## App Details - **Platform** — Salesforce - **Dependencies** — Australian Healthcare Package - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/contactless-signature/" type: "marketplaceListing" title: "Contactless Signature" vendor: "Skedulo" category: "Skedulo Pulse" description: "Capture client signature via SMS message." lastmod: "2024-12-18" --- # Contactless Signature Capture client signature via SMS message. The Contactless Signature extension allows clients to sign off on a completed job through an SMS message. After a job is completed, the resource uses the Skedulo mobile app to deploy an SMS message that contains a link to a signing webpage. The webpage prompts the client to electronically sign-off on the completed job. Signing pages can be customized and branded for your entity. The electronic signature is then quickly synched into Skedulo software and can be accessed through the mobile application and platform web application. ## Key Features 1. Custom branded signing pages 2. Custom SMS notification messages 3. Fast synchronization between Skedulo ecosystem ## Use Cases 1. A client requests a signature option that does not entail close contact with the person performing the job 2. A resource forgot to obtain the signature from its client using his/her device 3. The entity would like to brand its signing page ## App Details - **Platform** — Skedulo Pulse - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/edume/" type: "marketplaceListing" title: "eduMe" vendor: "eduMe Limited" category: "Skedulo Pulse, Salesforce" description: "eduMe enables you to create mobile training embedded within Skedulo shifts in order to help your workforce to be successful. Increase on-the-job success, improve workforce retention and help everyone to stay compliant by ensuring workers have frictionless access to relevant training content, right when they need it, with no additional downloads or logins required." lastmod: "2024-12-18" --- # eduMe Embedded mobile training from eduMe eduMe enables you to create mobile training embedded within Skedulo shifts in order to help your workforce to be successful. Increase on-the-job success, improve workforce retention and help everyone to stay compliant by ensuring workers have frictionless access to relevant training content, right when they need it, with no additional downloads or logins required. ## Key Features 1. Create engaging, interactive mobile lessons including videos, quizzes, surveys and assessments using eduMe's course authoring tool, then link learning content to jobs within Skedulo to make sure that your workforce are fully empowered to succeed on the job. 2. See who has completed what training right within Skedulo to help understand the knowledge and skills of your workers. ## Use Cases 1. Equip workers with the skills they need to be successful 2. Get feedback via interactive surveys and quizzes 3. Track overall completion to understand where you can improve your strategy 4. Track individual completion rates to ensure your workers have the knowledge and skills they need ## App Details - **Platform** — Skedulo Pulse, Salesforce - **Dependencies** — N/A - **Offered by** — eduMe Limited - **Version** — IOS - 1.35.0; Android - 2.36.0 - **Updated** — IOS - July 11, 2022; Android - April 21, 2022 - **Contact** — Emily Doyle, Integration Success Manager, emily.doyle@edume.com Email eduMe --- --- url: "https://www.skedulo.com/marketplace/incident-report-form/" type: "marketplaceListing" title: "Incident Report Form" vendor: "Skedulo" category: "Skedulo Pulse, Salesforce" description: "Quickly report job-related incidents." lastmod: "2024-12-18" --- # Incident Report Form Quickly report job-related incidents. The Incident Report Form extension allows resources to quickly report a work-related incident using the Skedulo Mobile Application. The mobile form has several fill-in-the blank sections to completely capture the incident at hand. The sections within the form include a list of the people associated with the incident, incident description, and the option to upload images surrounding the incident. Once submitted, administrators will be able to see all the information on the platform web application and take appropriate action. ## Key Features 1. Incident timestamp 2. Tag resources associated with the incident 3. Incident Questionnaire 4. Upload images or supporting documentation ## Use Cases 1. An onsite resource suffers an injury while performing job duties 2. An onsite resource accidentally damages client property while performing job duties 3. An onsite resource experiences mental health issues while performing job duties 4. An onsite resource experiences unforeseen circumstances that prevent them from completing their job duties. (i.e fire alarm, catastrophic emergency, disagreement) ## App Details - **Platform** — Skedulo Pulse, Salesforce - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/lone-worker-risk-check-in/" type: "marketplaceListing" title: "Lone Worker Risk Check-in" vendor: "Skedulo" category: "Salesforce" description: "Ensure the safety of your workforce." lastmod: "2024-12-18" --- # Lone Worker Risk Check-in Ensure the safety of your workforce. The Lone Worker Risk Check-in extension is a timed alert system that prompts resources to regularly check-in via the Skedulo mobile app during a job. This extension is used to check the well-being of a resource who is completing a potentially dangerous job. If a resource fails to check-in during the allotted time period, scheduling administrators will be notified in order to send a responder team. Through the web application, scheduling administrators can set how often a resource needs to check-in and when to deploy a responder team. Jobs can easily be flagged as “Lone Worker Risk” within the job card. ## Key Features 1. Alert time configurations 2. Designate an emergency response team ## Use Cases 1. Schedulers want to ensure the well-being of their on-site resources who are completing a potentially dangerous job ## App Details - **Platform** — Salesforce - **Dependencies** — Skedulo for Healthcare Package (US/UK) - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/post-job-survey/" type: "marketplaceListing" title: "Post Job Survey" vendor: "Skedulo" category: "Skedulo Pulse, Salesforce" description: "Receive feedback for your services." lastmod: "2024-12-18" --- # Post Job Survey Receive feedback for your services. The Post Job Survey extension enables scheduling administrators to configure an SMS Message that requests a Job Satisfaction Rating (1-10) from the client. The SMS message is sent out after the job is completed and the numeric rating is stored on the Skedulo Platform in its job card. Schedulers can also configure up to 3 follow up messages depending on the rating received. Replies to the follow up message can either be either qualitative or quantitative and are additionally stored in the Skedulo Platform in its related job card. ## Key Features 1. Custom survey configurations 2. Supports single and recurring jobs 3. Messaging templates 4. Fast synchronization between Skedulo ecosystem ## Use Cases 1. Ideal for entities who would like to obtain customer feedback and start tracking customer satisfaction ## App Details - **Platform** — Skedulo Pulse, Salesforce - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/scheduling-exception-console/" type: "marketplaceListing" title: "Scheduling Exception Console" vendor: "Skedulo" category: "Salesforce" description: "Efficiently manage scheduling errors." lastmod: "2024-12-18" --- # Scheduling Exception Console Efficiently manage scheduling errors. The Scheduling Exception Console monitors all active jobs in the system and generates a detailed list of scheduling errors. Scheduling administrators can navigate the console through filtering options and a search bar. Schedulers can also navigate to a specific job directly from the console in order to resolve the exception error. ## Key Features 1. Search and filter functionality 2. Access all scheduling errors in one place ## Use Cases 1. Scheduling administrators would like to see a full list of scheduling errors to address ## App Details - **Platform** — Salesforce - **Dependencies** — Skedulo for Healthcare Package (US/UK) - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/tag-management-console/" type: "marketplaceListing" title: "Tag Management Console" vendor: "Skedulo" category: "Skedulo Pulse" description: "Efficiently manage Resources' Tags." lastmod: "2024-12-18" --- # Tag Management Console Efficiently manage Resources' Tags. The Tag Management Console extension allows scheduling administrators to efficiently manage Resource Tags using a connected page. The Tag Management Console home page lists all available tags with additional detail and displays high level data analytics. Administrators can create, assign, group, and verify tags through the Tag Management Console. Administrators can assign multiple users to a Tag and manage individual expiration dates. Resources can request new Tags on their profile via the Skedulo Mobile App. Using the mobile app resources can upload supporting documentation for their Tags; which Administrators can use to verify resource credibility. Lastly, the Tag Management Console's visual data models make it easy to digest large amounts data that can drive powerful decisions. ## Key Features 1. Mass assign multiple resources to one or many Tags 2. Set expiration dates against the Tags 3. Group Tags together 4. View visual analytics of Tags 5. Upload supporting documentation 6. Search and filter capabilities ## Use Cases 1. An administrator would like to assign one or multiple resources to a Tag 2. An administrator would like to manage Tag expiration dates 3. An administrator would like to Group Tags together 4. An administrator would like to see high level analytics and insights about their company’s tags 5. An administrator would like to verify a Resources Tag Credibility using supporting documentation 6. A resource would like to provide their employer/administrator with Tag supporting documentation 7. A resource would like to request a new Tag added to their profile ## App Details - **Platform** — Skedulo Pulse - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/timesheet-console/" type: "marketplaceListing" title: "Timesheet Console" vendor: "Skedulo" category: "Skedulo Pulse, Salesforce" description: "Expedites the creation, submission and approval of Timesheets." lastmod: "2024-12-18" --- # Timesheet Console Expedites the creation, submission and approval of Timesheets. The Timesheet Extension provides your workforce with a way to view, create, and submit timesheets through a custom form on the Skedulo mobile app. It allows you to create timesheets via manual entry or through our new “Auto Populate” feature. The “Auto Populate” feature consumes information from your Skedulo Calendar and automatically creates detailed timesheet entries for your workforce. This new automated process minimizes the need for manual entries; allowing your workforce to focus their time where it truly matters. Scheduling Administrators will be able to process Timesheet submissions at a faster rate. Our Timesheet Web Application allows administrators to approve or reject multiple timesheets at the same time. Additionally, they have access to detailed analytics and diagrams about firm timesheets. ## Key Features **Web Application ** 1. Create, Edit, and Manage timesheets 2. Advanced filtering and sorting options 3. Detailed timesheet insights 4. Approve or reject multiple timesheets at once **Mobile Application ** 1. Automated timesheet creation & submission 2. Manual timesheet creation & submission 3. Detailed timesheet insights ## Use Cases 1. A resource would like to quickly create timesheet entries that match their calendar schedule 2. A resource would like to create a manual timesheet entry for an activity not on their calendar 3. A resource would like to see summary insights of time logged 4. An administrator would like to approve or reject timesheets in bulk 5. An administrator would like to see detailed insights about the timesheets submitted ## App Details - **Platform** — Skedulo Pulse, Salesforce - **Dependencies** — N/A - **Offered by** — Skedulo - **Version** — 1 - **Contact** — Customer Success Manager --- --- url: "https://www.skedulo.com/marketplace/voicebrain/" type: "marketplaceListing" title: "VoiceBrain" vendor: "VoiceBrain.AI" category: "Skedulo Pulse" description: "VoiceBrain’s analytics platform turns group voice communication into actionable insights, using artificial intelligence, data science and machine learning." lastmod: "2024-12-18" --- # VoiceBrain Insights for Enterprise through Voice VoiceBrain’s analytics platform turns group voice communication into actionable insights, using artificial intelligence, data science and machine learning. VoiceBrain's technology leverages current infrastructure (push-to-talk devices or centralized channels) to capture, transcribe, and analyze your voice data. The results are insights and analytics that produce productivity gains, operational efficiencies, asset utilization, enhanced safety, improved security, risk mitigation and much more. ## Key Features **Capture** The process to setup the capturing of voice-group communication is frictionless, effortless and integrates immediately into your current communication environment. **Transcribe** ASR powered transcription alongside original audio, ensures visibility and clarity to all real-time communication. **Analyze** Through client provided keywords or predictive modeling, specific communications can be isolated, analyzed and shared via dashboards, emails, and text. **Insights** VoiceBrain improves the information you have, and gives you the insights you need, to make the best possible decisions that impact your business. ## Use Cases By analyzing group voice data, VoiceBrain helps identify and escalate many mission critical events ranging from traditional field service needs to life threatening events. The deskless workforce relies on group voice communication to collaborate and execute work. Many key situations are communicated in real-time via voice. As VoiceBrain analyzes this voice data the VoiceBrain platform will identify keywords such as "Issue", "help", "break fix", "medical", "work required", robbery", "active shooter" and an infinite number more, as they are spoken. When these keywords are spoken, our integration can create a job in Skedulo as well as escalate these events to those that can help. VoiceBrain can decrease response time to less than a second for many job types or needs, minimizing effects of a dire solution or when work is needed. Whether it is an active shooter, knife attacks, physical altercations, or broken machinery that causes productivity issues, VoiceBrain can help. ## App Details - **Platform** — Skedulo Pulse - **Dependencies** — N/A - **Offered by** — VoiceBrain.AI - **Version** — 2.1 - **Contact** — sales@voicebrain.ai Email VoiceBrain --- --- url: "https://www.skedulo.com/what-is-frontline-worker-software/" type: "page" title: "What Is Frontline Worker Software?" --- # What Is Frontline Worker Software? _A STRATEGIC GUIDE FOR C-SUITE AND OPERATIONS LEADERS_ ## What Is Frontline Worker Software? A strategic guide for C-suite and operations leaders — covering intelligent scheduling, rostering, real-time communications, workforce analytics, and enterprise integrations with Salesforce, ADP, AWS, and more. ## Introduction The gap between how enterprise organizations manage office workers and how they manage their frontline workforce has always been significant. Office teams have CRM systems, project management tools, communication platforms, and analytics dashboards, all designed to make their work visible, coordinated, and measurable. Frontline workers, who represent the majority of most large organizations' headcount and deliver the services that generate most of their revenue, have historically been managed with spreadsheets, phone calls, and paper forms. That gap is now a strategic liability. As customer expectations rise, labor markets tighten, and operational complexity grows, the organizations pulling ahead are those that have invested in purpose-built technology for their frontline workforce. This guide explains what that technology encompasses, why each component drives business outcomes, and what enterprise-grade looks like in practice. ## 1. What Is Frontline Worker Software? Definition Frontline worker software is a technology platform that coordinates the scheduling, dispatch, communications, work execution, and performance analytics of staff who operate outside a fixed office environment. It connects the back office with mobile workers in real time — replacing fragmented spreadsheets and reactive phone-based coordination with a unified operational system that scales from tens to thousands of workers. The category sits at the intersection of workforce management and operational execution. It is distinct from general HR software, which manages the employee record (hiring, payroll, benefits, etc.). It is distinct from generic project management tools, which were designed for desk-based knowledge work. Frontline worker software is built for the specific operational reality of people whose job happens on the move: the home health nurse visiting patients across a city, the utility crew dispatched to remote infrastructure, the field service technician managing a complex installation schedule across multiple sites. At enterprise scale, when an organization manages hundreds or thousands of frontline staff across multiple regions, the operational stakes of getting this right are significant. A scheduling error that costs a small company one wasted trip costs a large organization thousands of missed appointments, failed SLA commitments, and customer escalations per week. The software is not administrative overhead. It is the mechanism by which operational strategy becomes field execution. ## 2. Intelligent Scheduling and Rostering Scheduling is the core function of frontline worker software and the capability with the largest performance gap between basic and best-in-class. Basic scheduling assigns available workers to open time slots. At enterprise scale: 500 workers, 2,000 daily appointments, mixed work types, crew-based jobs, real-time disruptions, it becomes mathematically impossible to optimize manually. The quality difference between a rules-based optimization engine and a dispatcher making assignment decisions by feel is, at scale, the difference between a controlled operation and one perpetually in reactive mode. ### What intelligent scheduling actually optimizes A purpose-built scheduling engine simultaneously evaluates dozens of constraint variables for every assignment decision. The most consequential include: - Skills and certifications: Only staff with the specific credentials required for a given job should be eligible for that assignment. In healthcare, this is a patient safety requirement. In utilities and electrical work, it is a regulatory one. The scheduling engine must enforce compliance at the point of assignment, not as a manual check afterward. - Travel time and route efficiency: Reducing time in transit between jobs is one of the highest-value levers in frontline operations. Intelligent routing reduces unproductive travel and typically enables organizations to complete 10–20% more appointments per staff member per day without extending working hours. - Customer and site preferences: Many service contexts require continuity: a patient who has developed a relationship with a specific clinician or a site that requires specific access procedures. Preference matching improves both outcomes and satisfaction scores. - Labor law and award compliance: Overtime rules, rest period requirements, maximum shift lengths, and multi-jurisdictional labor regulations must be enforced within the scheduling engine. Non-compliance creates legal risk; manual compliance checking at scale is not reliable. - Business priority rules: Not all appointments are equal. SLA tier, revenue significance, customer escalation status, and strategic account priority should all influence scheduling decisions and not just geographic proximity. ### Rostering vs. scheduling: the critical distinction Rostering determines which staff are available and working on which days. Scheduling assigns the available workforce to specific jobs and customers within those working windows. Both layers require optimization. Rostering that creates availability gaps (insufficient coverage on specific days, misaligned skill sets by shift) undermines the quality of scheduling optimization downstream. The best platforms manage both layers in a unified system. ## 3. Real-Time Communications Frontline workers are the customer-facing representatives of the organizations they work for. For many customers, it is the field technician, clinician, or service professional who forms their impression of the brand. The quality of communication technology available to that worker directly shapes the quality of that impression. ### The three communication loops that matter ### Dispatcher to field worker Schedule changes, emergency reassignments, updated job instructions, and safety alerts need to reach the right person instantly and reliably. Legacy approaches such as phone calls, text messages, and radio are fragmented, undocumented, and impossible to manage at scale. In-platform push notifications connected directly to the scheduling system ensure that a schedule change is communicated automatically, not manually. ### Field worker to back office Job status updates, completion confirmations, exception reports, and part requests should flow from the field to the back office in real time through the same platform where the job was scheduled. When this data requires a separate call or a paper form submitted at the end of the day, it arrives too late to affect same-day operational decisions. ### Organization to customer Automated pre-arrival notifications, real-time ETA updates, digital post-service confirmations, and satisfaction surveys. Customers who know exactly when a staff member will arrive and receive a digital record of what was done are measurably more satisfied and generate fewer support contacts. This is the operational transparency customers now treat as a baseline expectation, not a premium feature. What is Skedulo? ### The mobile app is the interface — and it must work in the field All of this communication flows through the mobile application that frontline workers carry into the field. The design of that application determines whether workers actually use it and, therefore, whether the organization has the real-time visibility it thinks it has. Offline functionality is not a nice-to-have feature for enterprise deployments; it is a baseline operational requirement. Enterprise Mobile App Requirements - Offline-first architecture with automatic sync on connectivity restoration - Real-time job updates and push notifications without requiring a manual refresh - Photo capture, digital signature, and form completion for proof of work - Turn-by-turn navigation integrated with a live job schedule - Direct messaging with the dispatcher and back-office teams in the job context - Access to customer history, site notes, and job-specific instructions - Battery-efficient background operation for full-shift use ## 4. Workforce Analytics Every completed job generates operational data: travel time, time on site, first-time completion outcome, customer satisfaction, staff performance, and resource utilization. Aggregated at scale, this data reveals patterns that are invisible to managers relying on manual reporting and acts as the intelligence layer that enables continuous operational improvement. ### The analytics maturity levels that matter for operations leaders Descriptive analytics: what happened is the baseline. Job completion rates, on-time arrival percentages, average jobs per staff member per day; most organizations have some version of this. It is necessary but insufficient for strategic decision-making. Diagnostic analytics: why did it happen, is where operational insight begins. Which service territories have the highest rates of appointment overruns? Which job types are consistently underestimated in duration? Which staff members have the highest first-time completion rates on specific equipment types? These questions require joining scheduling data with field execution data with customer outcome data, which is only possible when all three are captured in a unified system. Predictive and prescriptive analytics: what will happen and what should we do, represent the highest operational value. Demand forecasting based on historical patterns enables proactive capacity planning rather than reactive scrambling when demand spikes. Predictive models that anticipate asset failures eliminate the most expensive service events by replacing them with scheduled preventive visits. ### Connecting analytics to financial outcomes For C-suite and finance leaders evaluating frontline worker software, the analytics capability is where the business case is quantified. Workforce utilization improvements of 15–20% translate directly to revenue capacity as the same team serves more customers. First-time completion rate improvements eliminate the most costly operational outcome: the repeat visit, which consumes double the labor and travel cost of a successful first appointment. Scheduling overhead reductions of 20–30% free dispatcher capacity for higher-value supervision and exception management. AWP Drives New Success with Skedulo ## 5. Enterprise Integrations and APIs Frontline worker software does not operate in isolation. It must connect bidirectionally with the core systems that hold customer data, HR records, financial data, and operational infrastructure. The depth of these integrations determines whether the platform functions as a genuine operational hub or as another disconnected point solution adding to the fragmentation it was supposed to solve. ### Open APIs and integration architecture Enterprise buyers should evaluate not just which integrations a platform offers today, but the quality of its API architecture for building custom integrations. A REST API with comprehensive documentation, webhook support, and a sandbox environment gives IT teams the confidence to connect frontline worker software to proprietary internal systems without being held hostage to the vendor's integration roadmap. This architectural flexibility is what distinguishes a platform from a point solution. ## 6. How Skedulo Addresses Frontline Worker Software Skedulo is a mobile workforce management platform built specifically for organizations managing large, distributed frontline teams. Its design philosophy —complexity behind the scenes, simplicity for the people doing the work — reflects the core challenge of enterprise frontline software: the system must handle extraordinary operational complexity without exposing that complexity to the staff members whose job is to deliver service, not navigate software. - MasterMind intelligent scheduling engine: a rules-based AI optimizer that evaluates skills, certifications, location, SLA requirements, labor compliance, and business priority rules simultaneously across large workforce volumes. Organizations report a 48% average reduction in scheduling time and a 20% improvement in workforce utilization. - Frontline AI agents: four purpose-built AI agents that autonomously handle the work that slows your operation down — dispatch decisions, configuration, mobile workflow builds, and custom development. The complexities of scheduling are handed off to the platform, which optimizes millions of combinations in real time. - Unified mobile application: an offline-capable mobile app giving frontline staff their schedule, job details, customer history, digital forms, and real-time communication in a single interface. Designed for usability in real field conditions, including remote environments with no cellular coverage. - Native Salesforce integration: built on Salesforce's data model, enabling direct job creation from CRM workflows, automatic work order closure, updating customer records, and seamless data flow between field execution and customer relationship management without third-party connectors. - Enterprise API layer: a REST API with webhooks and comprehensive documentation supporting integration with ADP, Workday, SAP, ServiceNow, Azure IoT, AWS IoT, Slack, and custom internal systems. - Real-time operational analytics: dashboards covering utilization, first-time completion rates, travel efficiency, staff performance, and demand patterns, with export and integration capabilities for organizations using enterprise BI tools. Skedulo serves organizations across healthcare, utilities, telecommunications, field services, and the public sector, all contexts where the stakes of frontline workforce management are high, the workforce is large, and the scheduling complexity is significant. ## 7. Frequently Asked Questions Disclosure: Market data is sourced from publicly available research, including Global Market Insights, World Economic Forum, and Emergence Capital. Skedulo customer performance data reflects averages across the customer base; individual results vary based on workforce size, industry, configuration, and adoption. ## See Skedulo in action --- --- url: "https://www.skedulo.com/mobile-workforce-management/" type: "page" title: "Intelligent mobile workforce management" description: "Skedulo’s mobile workforce management software helps you manage employee scheduling, capacity, and more so you can increase productivity and ROI." lastmod: "2026-06-03" --- # Intelligent mobile workforce management _Product overview_ ## Intelligent mobile workforce management One system to intelligently manage all the details about your mobile workforce, match workers to jobs, schedule, dispatch, route, and execute work in the field. ## Mobile work has changed. Old technology can’t solve new challenges Traditional solutions to schedule and manage work outside the office lack the power and flexibility to fit the new ways people and businesses operate. Skedulo is built for the future of work. ### Manage mobile employees & contractors in one place ### Schedule workers efficiently no matter your priorities ### Support mobile workers while on the job ### Centralize data & communication _Workforce management_ ## Centrally manage your mobile workforce Whether you depend on specialty workers with complex certifications or [transactional contractors](https://www.skedulo.com/blog/rise-1099-mobile-workforce/), you need a solution that reflects the way your business is staffed today and will grow in the future. - One platform for both employees and contractors - Maintain dynamic attributes and skills - Analyze demand and plan for the future _Scheduling & dispatch_ ## Match workers to jobs and send them on their way Forget moving from spreadsheets to email to calendars to maps. Skedulo’s [powerful scheduling capability](https://www.skedulo.com/scheduling/) beautifully manages and displays all the information you need to make smart scheduling decisions that reflect your business priorities. - Simplify scheduling to find the right person efficiently - Automate and optimize against your KPIs - Dispatch and update via SMS or push notifications _Mobile work execution_ ## Control what happens in front of your customers Skedulo’s [mobile app](https://www.skedulo.com/mobile-scheduling-apps/) is a versatile tool that goes beyond routing optimization. Give mobile workers the guidance and capability they need to deliver an [exceptional customer experience](https://www.skedulo.com/blog/master-the-customer-journey-with-mobile-workforce/) and easily send the right information back to HQ. - Optimize mobile workers travel time - Customized guidance for flawless customer service - Collect and sync critical customer data, even offline - Communicate in real time with everyone on a job _Skedulo MasterMind_ ## Automate scheduling with Skedulo MasterMind Skedulo MasterMind uses a powerful rules engine to make scheduling smarter. ### Optimize scheduling Schedulers have an intelligent toolset to balance complex scheduling requirements based on the needs of customers, the business, and the deskless workforce. ### Reduce travel time Schedule smarter with recommendations to reduce travel time, cluster appointments by proximity, or speed up job completion. ### Schedule jobs automatically Jobs can be scheduled automatically, controlled by your constraints and business logic. Increase your scheduling team’s capacity and productivity with intelligent automation. _SEAMLESS CONNECTION_ ## Integrate Skedulo with your enterprise tech stack Create a seamless enterprise tech stack across your business with Skedulo as your system of record for mobile work. Optimize how your teams and customers spend their time with you to reduce costs, increase engagement and retention, and unlock growth with an integrated tech stack. ## On average, our customers experience… - **48%** — Reduction in time to schedule - **20%** — Increase in deskless worker productivity - **68%** — Increase in customer satisfaction (up to 68%) - **15%** — Increase in billable appointments ## Resources to support you along the way ### Healthcare 2021: What healthcare providers need to succeed in a post-COVID world What healthcare providers need to succeed in a post-COVID world ### Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce Read on for the web version of the white paper, or download the full version. ### Delivering the Ultimate Customer Experience through Your Deskless Workforce Customers are the lifeblood of your business and the key to success. But in today’s global marketplace, they have more choice than ever before. Combined with the rise in online review sites and a deeper appreciation for peer opinions, a customer’s experience with your business matters more now than at any time in history. ## Try Skedulo’s intelligent mobile workforce platform today Book a personal demo. --- --- url: "https://www.skedulo.com/news/2018-most-promising-field-service-solution-provider-by-cio-review/" type: "newsPost" title: "Skedulo Named a 2018 Most Promising Field Service Solution Provider" date: "2018-04-24" description: "Skedulo is proud to be named a 2018 most promising Field Service Solution Provider by CIO Review. This honor further validates our position that modern field service management requires a fresh and mobile first approach." lastmod: "2018-06-14" --- # Skedulo Named a 2018 Most Promising Field Service Solution Provider Published April 24, 2018 · Updated June 14, 2018 We're proud to announce that today we were recognized among an elite group of companies featured in the Field Service special edition of _CIOReview_ magazine, being named to its [20 Most Promising Field Service Solution Providers](https://field-service.cioreview.com/vendor/2018/skedulo) list for 2018. This honor further validates our position that modern field service management requires a fresh approach, where field employee mobility and customer service are at the center of the [solution](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/). “Traditional solutions to schedule and manage work outside the office lack the power and flexibility to fit the new ways people and businesses operate,” says Matt Fairhurst, CEO of Skedulo. “What we’re finding in the market is executives and technology buyers might try to fit a field service management solution into their tech stack and find that it is not right for their business, their use case, or their workforce. And that’s because their business is not traditional field service.” To read the full release, click [here](https://www.prnewswire.com/news-releases/skedulo-named-a-2018-most-promising-field-service-solution-provider-by-cioreview-300635016.html). --- --- url: "https://www.skedulo.com/news/australian-financial-review-skedulo-mobile-workforce-management/" type: "newsPost" title: "The Australian Financial Review: Backed by a bold ambition that could deliver Australia's next \"unicorn\", mobile workforce management platform Skedulo has closed a $US28 million ($40 million) capital raising led by Microsoft's M12 venture-capital fund." date: "2019-03-21" description: "Read this exclusive interview with Skedulo CEO Matt Fairhurst where he discusses our Australian roots as a company, and plans to continue building the leading platform for Deskless Workers. Read the full article here." lastmod: "2020-12-16" --- # The Australian Financial Review: Backed by a bold ambition that could deliver Australia's next "unicorn", mobile workforce management platform Skedulo has closed a $US28 million ($40 million) capital raising led by Microsoft's M12 venture-capital fund. Published March 21, 2019 · Updated December 16, 2020 Read this exclusive interview with Skedulo CEO Matt Fairhurst where he discusses our Australian roots as a company, and plans to continue building the leading platform for Deskless Workers.  Read the full article [here](https://www.afr.com/technology/technology-companies/brisbane-founded-skedulo-closes-us28m-raise-with-microsoft-s-vc-fund-20190320-p515ox). --- --- url: "https://www.skedulo.com/news/business-insider-talks-skedulo-funding-round/" type: "newsPost" title: "Business Insider: This $100 million software startup came out of Australia and got funded by Microsoft to help companies manage all their remote workers" date: "2019-03-26" description: "Skedulo sees a huge opportunity emerging as over 80% of the global workforce becomes deskless. Here what CEO Matt Fairhurst has to say as he spoke with Business Insider." lastmod: "2020-07-30" --- # Business Insider: This $100 million software startup came out of Australia and got funded by Microsoft to help companies manage all their remote workers Published March 26, 2019 · Updated July 30, 2020 Skedulo sees a huge opportunity emerging as over 80% of the global workforce becomes deskless.  Hear what CEO Matt Fairhurst has to say as he spoke with Business Insider.  Full article [here](https://www.businessinsider.com/skedulo-sees-opportunity-helping-companies-manage-remote-workers-2019-3). --- --- url: "https://www.skedulo.com/news/california-partners-with-skedulo-for-covid-19-vaccine-distribution/" type: "newsPost" title: "California Partners with Skedulo For COVID-19 Vaccine Distribution" date: "2021-01-26" description: "January 26, 2021 (San Francisco) – On Monday, California Gov. Gavin Newsom announced the state’s COVID-19 vaccination strategy, which includes its partnership with Skedulo, the leader in deskless productivity software, as well as Salesforce and Accenture, for the state’s “MyTurn” program." lastmod: "2021-01-26" --- # California Partners with Skedulo For COVID-19 Vaccine Distribution Published January 26, 2021 _Skedulo’s high capacity scheduling technology will be part of a state rollout to streamline the scheduling and administration of COVID vaccines_ **January 26, 2021 (San Francisco)** – On Monday, California Gov. Gavin Newsom announced the state’s COVID-19 vaccination strategy, which includes its partnership with [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, as well as Salesforce and Accenture, for the state’s “MyTurn” program. MyTurn will enable Californians to sign up for text or email alerts for when they are eligible to get the COVID-19 vaccine, and Skedulo’s technology will assist in efficient and effective scheduling for both doses of the vaccine statewide, which encompasses nearly 40M people. Gov. Newsom expressed that he is encouraged by California’s strategy, and said during a live press conference, “We have an incredible team, incredible partnerships with Salesforce, Accenture and Skedulo, which is one of the more interesting startup companies here in the state of California.” Skedulo has played a key role in the testing, and now vaccine distribution, of COVID-19. Notably, through its [partnership with BioReference Labs](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/), Skedulo helped coordinate more than 1.4M COVID-19 tests for more than 1,000 patients per day. “The world is at a critical turning point, and Skedulo’s innovation is a driving force behind that change,” said Skedulo’s executive vice president of marketing, Miles Kelly. “Our high capacity scheduling technology has the ability to assist state governments with efficiently distributing the COVID-19 vaccine, and we look forward to our role in getting Californians vaccinated.” For more information about Skedulo, please visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 5 million appointments worldwide. The company has secured over $40 million in funding to date, led by Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. For more information, please visit www.skedulo.com, or our blog, @Skedulo, Facebook and LinkedIn pages. [Read the article at prweb.com](https://www.prweb.com/releases/california_partners_with_skedulo_for_covid_19_vaccine_distribution/prweb17684838.htm) Media Contact: Bridget Devine Walker Sands bridget.devine@walkersands.com --- --- url: "https://www.skedulo.com/news/deskless-productivity-cloud/" type: "newsPost" title: "Skedulo Introduces the Industry's First Deskless Productivity Cloud" date: "2020-03-24" description: "Purpose-built solution optimizes work for 2.7 billion global deskless workers March 24, 2020 (San Francisco, CA) — Skedulo, the leader in deskless productivity software, today announced the release of its Deskless Productivity Cloud, the industry’s first dedicated, cloud-based solution empowering…" lastmod: "2020-03-24" --- # Skedulo Introduces the Industry's First Deskless Productivity Cloud Published March 24, 2020 _Purpose-built solution optimizes work for 2.7 billion global deskless workers_ **March 24, 2020 (San Francisco, CA)** — [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, today announced the release of its Deskless Productivity Cloud, the industry’s first dedicated, cloud-based solution empowering organizations to manage, engage and analyze their deskless workforce, whether they are mobile or in a fixed location. Powered by the Skedulo platform and coupled with new capabilities to boost the productivity of deskless workers, the Deskless Productivity Cloud streamlines work while delivering a best-in-class experience for deskless employees, schedulers, business owners and customers alike. The Deskless Productivity Cloud allows organizations to: - **Manage** work and organize the schedules of hundreds of deskless workers - **Engage** employees and customers through the Skedulo web and mobile applications to encourage collaboration, deliver satisfying experiences and drive impactful work - **Analyze** work results and scheduling patterns to intelligently improve service delivery - **Configure **a flexible solution tailored to existing business workstreams - **Extend** the deskless environment to interoperate seamlessly with the surrounding technology ecosystem Eighty percent of the global workforce, or 2.7 billion people, is deskless. Despite the compelling numbers, this segment has historically been underserved by technology vendors. As enterprises rapidly embrace digital transformation for their entire workforce, a new category of deskless productivity software is emerging, particularly in high-touch service industries such as healthcare, solar sales and service, nonprofit and retail. “Organizations are paying more attention to their frontline workforce – i.e., those who deal directly with customers or are closely involved in the production process. These workers have traditionally remained outside the scope of IT and business communications, but increasingly organizations are prioritizing their role to improve business agility.” said Raul Castanon-Martinez, senior analyst, workforce productivity and collaboration at 451 Research, part of S&P Global Market Intelligence. “We expect digital transformation initiatives to expand in 2020 where frontline workers will more directly drive business outcomes.” Additional features include: - **Shifts and Rosters: **Handle complex scheduling requirements for shift workers and mobile workers by easily setting up rosters, creating work based on resource requirements, communicating work offers and managing check in/check outs, saving valuable time and driving operational efficiency. - **Analytics:** Capture and report on deskless workforce productivity, utilization, and scheduling by connecting disparate data and information. Simplify administration and compliance and unlock insights to improve operational efficiency and gain a competitive edge. - **Dynamic Messaging** (in early preview)**:** Enables deskless workers to communicate with schedulers, customers and other resources necessary to execute their job effectively. Real-time connection between the field and headquarters increases visibility about a particular job, resulting in both satisfied employees and customers. - **Powerful Integrations:** - Skedulo’s partnership with Boomi, a Dell Technologies company, makes it faster, simpler and more efficient to integrate key systems within your organization with The Deskless Productivity Cloud. Boomi supports over 1,500+ application endpoints, allowing businesses to customize Skedulo to fit their existing business workflows. - Skedulo’s partnership with Bridge Connector integrates Skedulo’s intelligent scheduling engine with leading electronic health record (EHR) solutions and healthcare technologies through Bridge Connector’s comprehensive library of connectors, which includes Epic, Point Click Care and Athena, to name a few. Before standardizing on Skedulo for deskless productivity, Sunrun, a leading U.S.-based provider of home solar and batteries, used a variety of manual, ad-hoc scheduling methods, including Excel, Google sheets and email to manage scheduling. “From a leadership perspective, we didn’t have visibility into what was going on in the field — what stores we were staffing that day, who was supposed to be there, or whether they were showing up,” said Tim Haines, senior product manager at Sunrun. Today, Sunrun is able to manage their retail operations at scale. Skedulo also helps the solar electricity provider understand its mobile employee performance at a more detailed level. “With Skedulo, now we can dial into a specific solar advisor at a specific store and compare their hours worked and performance against the rest of the team,” Haines said. “We can have a better understanding of the best fit for the right person at the right store at the right time.” Bridge Connector founder and CEO, David Wenger, added, “As a partner of Skedulo, we see the Deskless Productivity Cloud as a huge step forward for the billions of deskless workers worldwide, particularly in the healthcare industry, where care is increasingly being delivered outside the four walls of a traditional hospital setting. When coupled with powerful integrations with EHRs and other platforms, Skedulo’s Deskless Productivity Cloud not only provides more seamless caregiver management solutions for healthcare employers but can also enable better continuity of care for patients.” **About Skedulo:** Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled over 160 organizations, including The American Red Cross, Easterseals Bay Area, and Sunrun to seamlessly schedule and service more than 5 million appointments around the globe. Skedulo’s leading Deskless Productivity Cloud solution empowers organizations to manage, engage and analyze their deskless workforce and is built to integrate with business-critical systems including Salesforce, Zendesk, ServiceNow, Workday, Epic Systems, and multiple electronic health record (EHR) solutions through a partnership with Bridge Connector. The company has secured more than $40 million in funding to date, led by M12, Costanoa Ventures, and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or our [blog](https://www.skedulo.com/blog/), [@Skedulo](https://twitter.com/skedulo), [Facebook](https://www.facebook.com/skedulo/) and [LinkedIn](https://www.linkedin.com/company/skedulo/) pages. Read the article at [PRWeb.com](https://www.prweb.com/releases/skedulo_introduces_the_industry_s_first_deskless_productivity_cloud/prweb17001082.htm) --- --- url: "https://www.skedulo.com/news/healthcare-tech-outlook-top-10-solution-provider/" type: "newsPost" title: "Healthcare Tech Outlook names Skedulo a Top 10 Solution Provider for 2019" date: "2019-04-13" description: "Learn why Healthcare Tech Outlook has named Skedulo a 2019 Top 10 Solution Provider. Read the full story here." lastmod: "2020-12-16" --- # Healthcare Tech Outlook names Skedulo a Top 10 Solution Provider for 2019 Published April 13, 2019 · Updated December 16, 2020 Learn why Healthcare Tech Outlook has named Skedulo a 2019 Top 10 Solution Provider.  Read the full story [here](https://home-healthcare.healthcaretechoutlook.com/vendor/skedulo-unraveling-the-complexities-of-home-healthcare-cid-822-mid-75.html). --- --- url: "https://www.skedulo.com/news/healthleaders-who-occupational-burnout/" type: "newsPost" title: "HealthLeaders: WHO Recognizes Burnout As 'Occupational Phenomenon'" date: "2019-06-03" description: "A survey finds that 63% of hospital nurses report bunout. Read this article from HealthLeaders featuring commentary from our CEO, Matt Fairhurst on how technology plays a piece in solving this massive problem." lastmod: "2020-07-30" --- # HealthLeaders: WHO Recognizes Burnout As 'Occupational Phenomenon' Published June 3, 2019 · Updated July 30, 2020 A survey finds that 63% of hospital nurses report bunout.  Read this article from HealthLeaders featuring commentary from our CEO, Matt Fairhurst on how technology plays a piece in solving this massive problem.  View the article [here](https://www.healthleadersmedia.com/nursing/who-recognizes-burnout-occupational-phenomenon). --- --- url: "https://www.skedulo.com/news/home-health-care-news-speaks-with-skedulo-future-of-home-health/" type: "newsPost" title: "Home Health Care News Discusses Skedulo's Recent Round of Funding and Plans to Help Home Health Agencies Adapt to the Gig Economy" date: "2019-03-21" description: "Home Health Care News Discusses Skedulo's Recent Round of Funding and Those efforts include the launch of an on-demand workforce management feature." lastmod: "2020-07-30" --- # Home Health Care News Discusses Skedulo's Recent Round of Funding and Plans to Help Home Health Agencies Adapt to the Gig Economy Published March 21, 2019 · Updated July 30, 2020 Home Health Care News Discusses Skedulo's Recent Round of Funding and Those efforts include the launch of an on-demand workforce management feature to help home health agencies adapt to the gig economy. Read the full article [here.](https://homehealthcarenews.com/2019/03/workforce-management-platform-raises-28m-forging-home-health-ties%EF%BB%BF/) --- --- url: "https://www.skedulo.com/news/hr-daily-advisor-matt-fairhurst-on-how-to-serve-your-remote-workers/" type: "newsPost" title: "HR Daily Advisor: Matt Fairhurst on How to Serve Your Remote Workers" date: "2019-09-03" description: "Matt Fairhurst shares his thoughts on the rise of software to support the growing number of employees that are deskbound and deskless." lastmod: "2019-09-03" --- # HR Daily Advisor: Matt Fairhurst on How to Serve Your Remote Workers Published September 3, 2019 Our CEO, Matt Fairhurst, recently sat down with [HR Daily Advisor](https://hrdailyadvisor.blr.com/) to share his thoughts on the ways technology is transforming how and where we work. As customer expectations have changed with the rise of the gig economy, on-demand services, and the proliferation of mobile technology, the type of work performed and the composition of the modern workforce has evolved. Historically, the technologies and software created to help businesses and their employees operate efficiently have been for workers who sit behind a desk. For many companies, this type of working environment is no longer viable. As the gig economy continues to evolve and mature, organizations are beginning to look for new technology to help manage and support their workers, whether they be deskbound or deskless. To learn more about the evolving workforce environment, read the full article to take a closer look at the different types of workers located outside of your office. Read the full [article here](https://hrdailyadvisor.blr.com/2019/08/20/how-to-serve-your-remote-workers-both-deskbound-and-deskless/). --- --- url: "https://www.skedulo.com/news/hr-technologist-matt-fairhurst-manage-a-scaling-mobile-workforce/" type: "newsPost" title: "HR Technologist: Matt Fairhurst on How Home Services Providers Can Manage A Scaling Mobile Workforce" date: "2019-10-08" description: "Hear from our CEO, Matt Fairhurst, as he discusses with HR Technologist how home services providers can manage a scaling mobile workforce." lastmod: "2020-12-16" --- # HR Technologist: Matt Fairhurst on How Home Services Providers Can Manage A Scaling Mobile Workforce Published October 8, 2019 · Updated December 16, 2020 Our CEO, Matt Fairhurst, was recently featured on HR Technologist discussing his views on, "How Home Services Providers Can Manage A Scaling Mobile Workforce." This article explores how home service companies' HR teams and dispatchers can use AI-powered technology like, intelligent scheduling and i… Our CEO, [Matt Fairhurst](https://www.linkedin.com/in/mattfairhurst/), was recently featured on [HR Technologist](https://www.hrtechnologist.com/) discussing his views on, "How Home Services Providers Can Manage A Scaling Mobile Workforce." This article explores how home service companies' HR teams and dispatchers can use AI-powered technology like, intelligent scheduling and improved clearness to revitalize this space and achieve that 5-star customer service rating that we all expect. "Makeshift solutions — such as an Excel spreadsheet and free calendars — may work when a home services business oversees a group of only a few mobile workers. But once it scales to a larger team, traditional solutions become untenable, and logistics start to fall apart. Appointments fall through the cracks, and workers arrive on the job without any background on the customer’s needs. When your mobile home service workers aren’t fully empowered, the customer experience suffers, writes Matt Fairhurst." To learn more about empowering your mobile and deskless workers to provide the best customer experience, read the full article [here](https://www.hrtechnologist.com/articles/mobile-workforce/how-home-services-providers-can-manage-a-scaling-mobile-workforce/?utm_source=linkedin&utm_medium=social&utm_campaign=hrt_041019_Xbc_Link&utm_content=How&utm_term=nina). --- --- url: "https://www.skedulo.com/news/introducing-skedulos-independent-platform/" type: "newsPost" title: "Introducing Skedulo's Independent Platform" date: "2018-03-13" description: "Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises intelligently manage, schedule, dispatch, and track resources in the field, whether they are full-time, part-time, or contract employees." lastmod: "2018-03-19" --- # Introducing Skedulo's Independent Platform Published March 13, 2018 · Updated March 19, 2018 Today we are excited to announce something we’ve been hard at work on for months: a significant expansion of our product offering. That’s right, in case you missed it, today we unveiled a new, independent version of the platform. [This news](https://www.prnewswire.com/news-releases/skedulo-launches-independent-platform-to-simplify-the-complexity-of-todays-modern-workforce-and-transform-the-customer-experience-300613598.html) expands our offering beyond native solutions to Salesforce and ServiceNow, meaning we can now help companies with mobile workforce management needs outside of those ecosystems. Although integration and strong partnerships with Salesforce and ServiceNow continue to be an important part of our strategy - and an equally important aspect of the success of our customers – we are equally excited to expand and be able to transform the customer experience through enhanced scheduling and mobile work for more companies. This is an exciting first for us - Skedulo can now empower any business to intelligently manage every detail of their increasingly complex and rapidly growing workforces. Mid-market and enterprise businesses can now: - Easily and intelligently manage all the details about your mobile workforce, including individuals’ profiles, skills, certifications, territories, and locations; - Use business logic and automation to match the best qualified among available workers to jobs and shifts, including regularly or irregularly recurring schedules; - Use Skedulo’s recommendation and optimization engine, Mastermind, to intelligently balance complex schedules against multiple business priorities, including reducing costs and inefficiencies while increasing customer and worker satisfaction; - Dispatch schedules and updates to smartphones via SMS or notification; - Provide in the moment guidance and support to mobile workers as they interface with customers on-site, even when offline; and, - Seamlessly connect their mobile workforce management platform to any CRM or ERP. Today Skedulo is revolutionizing mobile workforce management, but our superior technology and platform approach has the potential to transform the way every company works. Skedulo is turning customer service into customer satisfaction. Here’s to many more developments and milestones to come! --- --- url: "https://www.skedulo.com/news/matt-fairhurst-digital-transformation/" type: "newsPost" title: "Digital Journal: Skedulo's Matt Fairhurst on Digital Transformation and Developing Technology for Baby Boomers" date: "2019-06-05" description: "Our CEO, Matt Fairhurst, shares his thoughts on how to approach digital transformation and develop technology for Baby Boomers." lastmod: "2020-12-16" --- # Digital Journal: Skedulo's Matt Fairhurst on Digital Transformation and Developing Technology for Baby Boomers Published June 5, 2019 · Updated December 16, 2020 Our CEO, Matt Fairhurst, shares his thoughts on how to approach digital transformation and develop technology for Baby Boomers. Read the full story with Digital Journal [here](https://www.digitaljournal.com/tech-and-science/technology/q-a-developing-apps-for-baby-boomers-to-use/article/551374). --- --- url: "https://www.skedulo.com/news/matt-fairhurst-on-trends-shaping-healthcare/" type: "newsPost" title: "Disruptor Daily: Skedulo's Matt Fairhurst on Trend's Shaping Healthcare" date: "2019-08-15" description: "Hear from Matt Fairhurst as he shares his thoughts with Disruptor Daily on the trends he sees impacting the healthcare industry in 2019." lastmod: "2019-08-15" --- # Disruptor Daily: Skedulo's Matt Fairhurst on Trend's Shaping Healthcare Published August 15, 2019 Our CEO, Matt Fairhurst, shares his thoughts on what technology will most impact the future of healthcare. Read the full story with Disruptor Daily [here](https://www.disruptordaily.com/healthcare-trends/). _“There is a growing focus on patient experience, from finding a care provider to transferring records and ensuring continuity with a specialist. To stand out, caregivers will need to connect with patients on an emotional and psychological level, which will mean that providers will need to dedicate more time and energy to the actual patient session, rather than the operational process of paperwork and managing EMR/EHR systems.”_ Learn more about how Mobile Workforce Management can enhance your EHR, [read here](https://www.skedulo.com/blog/mobile-ehr-mobile-workforce-management/). --- --- url: "https://www.skedulo.com/news/matt-fairhurst-on-what-technology-will-most-impact-healthcare/" type: "newsPost" title: "Disruptor Daily: Skedulo's Matt Fairhurst on What Technology Will Most Impact The Future Of Healthcare?" date: "2019-08-06" description: "Matt Fairhurst, CEO, shares his thoughts on the changing healthcare landscape and what technology will have the greatest impact on the future of healthcare." lastmod: "2019-08-06" --- # Disruptor Daily: Skedulo's Matt Fairhurst on What Technology Will Most Impact The Future Of Healthcare? Published August 6, 2019 Our CEO, Matt Fairhurst, shares his thoughts on what technology will most impact the future of healthcare. Read the full story with Disruptor Daily [here.](https://www.disruptordaily.com/healthcare-technology-trends/) _“In the next decade, we’ll see more increased use of tech like remote patient monitoring devices, telehealth and digital appointments, and patient engagement solutions will become the norm-not the exception._ _Having a provider visit you in your home will become increasingly common, especially for the management of chronic diseases. Additionally, the evidence-based medicine approach to care has the potential to improve patient outcomes and our overall understanding of how to manage health and treat disease._ _With smarter ways to monitor health, people will be more proactive about their health and seek options that are more on-demand, rather than booking appointments far in advance.”_ If you want to learn more about what we think the future of healthcare will look like, read our [blog on remote patient monitoring.](https://www.skedulo.com/blog/remote-patient-monitoring-in-home-healthcare/) --- --- url: "https://www.skedulo.com/news/matt-fairhurst-thoughts-design-field-service-devpro-journal/" type: "newsPost" title: "DevPro Journal: Skedulo CEO Matt Fairhurst on How to Design Field Service Applications Older Workers Will Use" date: "2019-05-09" description: "Matt Fairhurst shares his thoughts on how to design field service applications that older workers will use with DevPro Journal" lastmod: "2020-07-30" --- # DevPro Journal: Skedulo CEO Matt Fairhurst on How to Design Field Service Applications Older Workers Will Use Published May 9, 2019 · Updated July 30, 2020 Our CEO, Matt Fairhurst, shares his thoughts on how to design Field Service Applications that older workers will embrace.  Read the full story with DevPro Journal [here](https://www.devprojournal.com/industry/field-service/how-to-design-field-service-applications-older-workers-will-use/). --- --- url: "https://www.skedulo.com/news/skedulo-accelerates-its-global-reach-with-expanded-emea-market-presence-fueled-by-400-yoy-growth/" type: "newsPost" title: "Skedulo accelerates its global reach with expanded EMEA market presence fueled by 400% YOY growth" date: "2020-10-20" description: "Following the company’s exponential growth in the region, Skedulo adds a technical development hub and expands its U.K. office October 20, 2020 (San Francisco) – Skedulo, the leader in deskless productivity software, announces its expansion to Europe, the Middle East and Africa (EMEA) following its…" lastmod: "2020-11-07" --- # Skedulo accelerates its global reach with expanded EMEA market presence fueled by 400% YOY growth Published October 20, 2020 · Updated November 7, 2020 ###### _Following the company’s exponential growth in the region, Skedulo adds a technical development hub and expands its U.K. office_ **October 20, 2020 (San Francisco)** – [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, announces its expansion to Europe, the Middle East and Africa (EMEA) following its 400% year-over-year growth rate and securing one of the region’s largest utility suppliers as a customer. Skedulo is doubling its footprint in the region by expanding its EMEA sales team and adding to its technical development team to further support customers in the region. Deskless workers make up [80% of the global workforce](https://venturebeat.com/2018/09/08/the-deskless-workforce-a-massive-opportunity-for-entrepreneurs/). Skedulo recognizes that this area of the workforce has traditionally been underserved by the tech community, and that is why this expanded office will serve as a tech hub that is committed to further innovating the platform to solve for the challenges faced by deskless workers across the healthcare, utilities and residential and field service industries, among others. With the deskless workforce continuing to grow, a [recent study by Skedulo](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) found that 86% of IT leaders agree their deskless workers need a dedicated software platform built for their specific needs. “We have made a lot of inroads across the EMEA market over the last year and see it as an opportunity to further expand our global footprint,” said Matt Fairhurst, CEO of Skedulo. “Skedulo is devoted to developing creative solutions to solve the most unique challenges that the deskless workforce faces, which has traditionally been a highly underserved portion of the global workforce by tech companies.” Wendy Kinney, EVP of global sales and solutions, will work closely with Jason Stokes, who will oversee sales across EMEA, to further expand the company’s presence in the region; Paul Schultz, EVP of technology and innovation, will oversee the development team. The three executives’ global presence proves Skedulo’s commitment to providing innovative technology that can be deployed by businesses everywhere. This announcement comes on the heels of recently being named a [leading provider of software](https://www.skedulo.com/blog/skedulo-recognized-as-g2-leader-10th-consecutive-quarter/) in the field service management industry by G2 Crowd — a peer-to-peer review site for technology and software — as well as the successful launch of Skedulo’s capacity-based appointment scheduling solution, which was created to solve for the unprecedented challenges presented by COVID-19. This [award-winning solution](https://stevieawards.com/women/2020-stevie-award-winners) was built with healthcare workers in mind, enabling them to better manage the high volume of people booking COVID-19 tests. To learn more about Skedulo and the future of Deskless Productivity, visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo** Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun to seamlessly schedule and service more than 5 million appointments around the globe. Skedulo’s leading Deskless Productivity Cloud empowers organizations to manage, engage and analyze their deskless workforce and is built to integrate with business-critical systems including Salesforce, Zendesk, ServiceNow, Workday, Epic Systems, and multiple electronic health record (EHR) solutions through a partnership with Bridge Connector. The company has secured more than $40 million in funding to date, led by M12, Costanoa Ventures, and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or our blog, @Skedulo, Facebook and LinkedIn pages. [Read the article at PRWeb.com](https://www.prweb.com/releases/skedulo_accelerates_its_global_reach_with_expanded_emea_market_presence_fueled_by_400_yoy_growth/prweb17484038.htm) --- --- url: "https://www.skedulo.com/news/skedulo-achieve3000-partnering-to-raise-the-bar-for-learning/" type: "newsPost" title: "Skedulo + Achieve3000 – Partnering to Raise the Bar for Learning" date: "2018-05-01" description: "Achieve3000, the leader in differentiated instruction that provides cloud-based literacy solutions to nearly three million students worldwide, has selected the Skedulo platform as its scheduling and mobile workforce management tool. Learn more about how you can transform your mobile delivery with Skedulo." lastmod: "2018-05-01" --- # Skedulo + Achieve3000 – Partnering to Raise the Bar for Learning Published May 1, 2018 Customers’ expectations are higher than ever, and that certainly goes for fast-growing sectors like education. Today we are please to announce that [Achieve3000](https://www.achieve3000.com/), the leader in differentiated instruction that provides cloud-based literacy solutions to nearly three million students worldwide, has selected the Skedulo platform as its [scheduling and mobile workforce management](https://www.skedulo.com/learn/mwm-overview/) tool. Achieve3000 will use Skedulo to manage, schedule, and dispatch its Implementation Managers who provide in-person support and training to Achieve3000 users in schools across the U.S. and globally. “Our business is growing, and we need to add efficiencies so we can continue to offer stellar service even as our customer base grows,” said Rivki Locker, Chief Operating Officer at Achieve3000. “As we grow, it is going to become increasingly more important to have Scheduling Coordinators in one system. Going into multiple systems to sync data, check reports and validate information before assigning IMs to appointments would be difficult to maintain in the rapid growth environment that we are experiencing. Skedulo will dramatically streamline our current process of working with different legacy systems.” "Customers' expectations are higher than ever, and poor or inefficient service can make or break a business," said Matt Fairhurst, CEO of Skedulo. "Using Skedulo to automate processes for a growing mobile and complex workforce eliminates operational challenges, improves satisfaction for employees and customers, brings cost savings, increases revenues and helps to scale a business in a coordinated and well-supported manner. We're excited to see what Achieve3000 can accomplish with Skedulo's leading solution." To read the full release, click [here](https://www.prnewswire.com/news-releases/global-web-based-learning-platform-achieve3000-selects-skedulos-mobile-workforce-management-solution-300639730.html). --- --- url: "https://www.skedulo.com/news/skedulo-and-osi-digital-partner-to-transform-worker-productivity-for-the-global-workforce/" type: "newsPost" title: "Skedulo and OSI Digital Partner to Transform Worker Productivity for the Global Workforce" date: "2022-05-04" description: "OSI Digital, a global provider of digital transformation solutions has partnered with Skedulo, a leading provider of a cloud-based software built for deskless workers, to transform worker productivity around the world." lastmod: "2022-06-29" --- # Skedulo and OSI Digital Partner to Transform Worker Productivity for the Global Workforce Published May 4, 2022 · Updated June 29, 2022 CALABASAS, CALIFORNIA: May 4, 2022 — OSI Digital, a global provider of digital transformation solutions has partnered with Skedulo, a leading provider of a cloud-based software built for deskless workers, to transform worker productivity around the world. Skedulo’s Deskless Productivity Cloud enables organizations to manage, engage and analyze their deskless workforce to increase productivity, engage employees and delight customers. OSI Digital is a digital transformation company that is a fully certified Skedulo partner, providing services for designing, building, and managing workforce productivity solutions. Together, Skedulo and OSI will help organizations cut workforce scheduling time by 48%, make deskless workers 20% more productive and empower leaders with data-informed metrics. "In a post pandemic world, over 80% of the global workforce no longer sits in front of computers at a desk. Yet software for these workers is only 1% of venture capital invested. We are pleased to partner with OSI Digital to change things for the better,” says Matt Fairhurst, CEO and Founder of Skedulo. “OSI Digital brings a proven track record of innovation in delivering technology solutions on major platforms including Salesforce, Oracle, AWS, and Boomi. The OSI team is also expert at Design Thinking driven process definition, strategic change management, system integration and technology lifecycle management from concept-to-delivery.” Vikas Bhoot of OSI Digital says, “Partnering with Skedulo is a natural fit for OSI as their specialty solution for scheduling and connecting employees with their end customers is changing the game for workforce optimization and customer satisfaction. We are excited to help implement Skedulo’s extensible platform for optimizing a broad array of workforce and customer relationship use cases for our joint customers. Through this partnership we will offer the market a user-first business process, enabled by best-in-class web & mobile apps with full visibility into operational improvements. Download the [data sheet](https://blog.osidigital.com/data-sheet-skedulo-osi-digital) to learn more about this partnership. **About Skedulo** Skedulo builds deskless productivity software for the 80% of global workers who don’t work in a traditional office setting, from employees in fixed location facilities to mobile field workers on the frontline. Organizations like The American Red Cross, DHL, and Sunrun rely on Skedulo to greatly simplify scheduling, gain visibility into and control over job scheduling and workforce utilization, equip employees with an intuitive app to help them better perform their day-to-day operations, provide actionable analytics on their workforce, and reduce operating costs. Founded in 2013, Skedulo has booked over 35M appointments globally and is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. The company has secured over $115 million in funding to date, led by Softbank, Microsoft’s venture firm M12, Costanoa Ventures, and Blackbird. To learn more visit: [www.skedulo.com](https://www.skedulo.com/) **About OSI Digital** OSI Digital, Inc., provides purpose-built business and technology solutions that optimize performance to enable data-driven outcomes for our customers. OSI Digital was founded in 1993, in California and now has offices in the US, Canada, India, Philippines, Dubai and Australia. Our client base ranges from start-ups to Fortune 500 corporations, including: Barnes & Noble College, Hyundai, Toyota, Gilead, Allergan, Yamaha, Gap and Skechers. OSI Digital has developed strong partner alliances with the world’s leading technology providers such as Salesforce, Boomi, Tableau, Oracle, Microsoft, and Amazon Web Services. To learn more visit: [www.osidigital.com](https://www.osidigital.com/) **For more information, contact:** Karen Dosanjh, Vice-President, Marketing & Communications OSI Digital, Inc. Mobile: (604) 328-5171 [kdosanjh@osidigital.com](mailto:kdosanjh@osidigital.com) --- --- url: "https://www.skedulo.com/news/skedulo-announces-the-launch-of-skedulo-plus-mobile-app/" type: "newsPost" title: "Skedulo Announces the Launch of Skedulo Plus, a Mobile App that Redefines the Deskless Worker Experience" date: "2023-10-02" description: "SAN FRANCISCO (October 2, 2023) – Skedulo, a provider of cloud-based productivity software, has announced the launch of Skedulo Plus, a new mobile workforce management app designed to empower businesses with mobile workers to more efficiently manage, schedule and complete work." lastmod: "2024-05-29" --- # Skedulo Announces the Launch of Skedulo Plus, a Mobile App that Redefines the Deskless Worker Experience Published October 2, 2023 · Updated May 29, 2024 _With work becoming increasingly mobile, Skedulo has announced the launch of Skedulo Plus, a new mobile app purpose-built for the modern workforce._ **SAN FRANCISCO (October 3, 2023) – [Skedulo](https://www.skedulo.com/), **a provider of cloud-based productivity software, has announced the launch of [Skedulo Plus](https://www.skedulo.com/product/mobile/), a new mobile workforce management app designed to empower businesses with mobile workers to more efficiently manage, schedule and complete work. “With work becoming increasingly mobile, there’s a strong need to ensure that workers in the field are enabled with the right tools and information to do their jobs effectively,” said Matt Fairhurst, CEO of Skedulo. “Skedulo Plus provides a robust, consumer-grade user experience that can be adapted and extended to meet the unique needs of mobile workers.” Skedulo Plus provides mobile workers with the information they need to do their job effectively and efficiently. It is easy to use, yet flexible enough to adapt to any workflow. It enables workers to input availability, accept job offers and quickly identify what’s needed to provide the right service for a client or to complete a job—all directly from their mobile device, whether on or offline. Key features of Skedulo Plus include a consumer-grade user experience, flexible architecture, multi-language capabilities, offline data sync for resources in the field, ability to accept and view jobs, availability management and more. “We’re excited to launch Skedulo Plus and provide businesses with mobile workers the tools they need to be successful,” said Fairhurst. “We believe this app will revolutionize the way mobile workers manage their work and provide a better experience for both the workers and the customers they serve.” In addition to the launch of Skedulo Plus, Skedulo has also announced the release of other major enhancements to [The Skedulo Pulse PlatformTM](https://www.skedulo.com/platform/), the industry’s first and only platform built for the deskless workforce. These include improvements to the Skedulo Optimization Engine: - Work hour limits - Safeguards workforce wellbeing by being able to set minimum and maximum working hours, ensuring fair task allocation, appropriate overtime, and promoting work-life balance. - Suggested routes - Reduces drive times by giving workers optimal route guidance, ensuring prompt service. Enhancements to the scheduling experience: - Resolving scheduling conflicts - Save time and increase productivity by instantly identifying and addressing scheduling conflicts with Skedulo's new rule conflict console. New Pulse Platform development tools: - Custom experiences - Create user experiences with a new UI component library to improve consistency and efficiency. Security and Permissions improvements: - Record access policies - Manage user access to information by region, role, or even custom objects. - System and user management - Streamline user access with Single Sign-On (SSO) and ensure high standards of security with enhanced user permission control. Skedulo Plus is now available for download on the [App Store](https://apps.apple.com/tr/app/skedulo-plus/id1587076668) and [Google Play](https://play.google.com/store/apps/details?id=com.skedulo.app.v3&hl=en_US&gl=US&pli=1). For more information, visit [www.skedulo.com](https://www.skedulo.com/). For more information on Skedulo Plus and The Skedulo Pulse Platform™, visit [www.skedulo.com](https://www.skedulo.com/). --- --- url: "https://www.skedulo.com/news/skedulo-closes-9-2-million-in-series-a-funding-to-support-massive-growth/" type: "newsPost" title: "Skedulo Closes $9.2 Million in Series A Funding to Support Massive Growth" date: "2016-11-16" description: "Skedulo, the leader in mobile workforce management, today announced that the company has closed $9.2 million in Series A funding led by Costanoa Venture Capital, an early stage investor in cloud-based services for businesses and consumers leveraging data and analytics." lastmod: "2018-03-12" --- # Skedulo Closes $9.2 Million in Series A Funding to Support Massive Growth Published November 16, 2016 · Updated March 12, 2018 SAN FRANCISCO, Nov. 16, 2016 /PRNewswire/ -- Skedulo, the leader in mobile workforce management, today announced that the company has closed $9.2 million in Series A funding led by Costanoa Venture Capital, an early stage investor in cloud-based services for businesses and consumers leveraging data… SAN FRANCISCO, Nov. 16, 2016 /PRNewswire/ -- [Skedulo](https://www.skedulo.com/), the leader in mobile workforce management, today announced that the company has closed $9.2 million in Series A funding led by [Costanoa Venture Capital](https://www.costanoavc.com/), an early stage investor in cloud-based services for businesses and consumers leveraging data and analytics. Existing Skedulo investor [Blackbird Ventures](https://www.blackbird.vc/) also participated in the round, bringing total funding to $11 million. In addition, Mark Selcow, Venture Partner at Costanoa Ventures, has joined the Skedulo Board of Directors. In the era of mobile-centric, on-demand and self-service, Skedulo helps organizations solve essential mobile challenges for a diverse set of workforces by enabling better, faster and smarter customer interactions with solutions that go well beyond traditional 'field service' operational challenges. "To date, Skedulo has seen amazing growth and has built a strong customer base with more than 2.5 million jobs scheduled," said Mark Selcow, Venture Partner at Costanoa Ventures and Skedulo board member. "With the rising implementation of bring-your-own-device (BYOD) policies in organizations worldwide, employees have gained greater access to enterprise applications from their handheld devices. Skedulo is uniquely positioned to deliver world-class technology to any type of organization that performs work on-location and we are proud to back and work alongside these industry leaders." With this investment, doubling down on opportunities for rapid product innovation and platform extensibility will be a primary focus along with expanding marketing and sales teams at Skedulo's new global corporate headquarters in San Francisco, California. An immediate build out of core teams in Brisbane and Saigon will also accelerate. Skedulo also plans to expand partnerships with enterprise platforms including Salesforce.com as well as invest in next generation technologies that improve the company's extensibility, mobility and use of artificial intelligence. With the climate for investment by venture capitalists in question after the largest quarterly decline since the dot-com bust in 2000 (according to [Dow Jones VentureSource](https://images.dowjones.com/wp-content/uploads/sites/43/2016/04/14024016/DJ-VentureSource-US_1Q16.pdf)), the funding further validates the market's need for simple, straightforward technology that solves essential business problems. "This latest funding round is a significant milestone for Skedulo which validates the enormous potential we see for our solution," said Skedulo CEO and co-founder Matt Fairhurst. "To date we've done a fantastic job creating a great team, company and customer base, and in the coming months, we expect to aggressively attract and hire leading engineering, sales and marketing talent. We now have the right partners in Costanoa Ventures and Blackbird to pour fuel on the fire and focus on our next stage of growth. Moving forward, we will continue to build momentum as the industry leader in providing mobile-first applications for growing organizations that transform the way organizations manage and deploy their mobile workforces." "We're thrilled to continue to invest in Skedulo's mission of helping to co-ordinate the increasingly mobile workforces of industries like healthcare and aged care. The smartphone is now changing the working lives of employees who don't sit in skyscrapers and who have a computer with them every minute of the day for the first time," said Niki Scevak, co-founder of Blackbird Ventures. By 2020, analysts including [Technavio](https://www.businesswire.com/news/home/20160502005540/en/Technavio-Announces-Top-Emerging-Trends-Impacting-Global) agree that more vendors will compete to support a high demand for job scheduling and device agnostic mobile technology. Skedulo helps hundreds of companies deliver remarkable customer service with advanced scheduling and an attractively designed, smart mobile user interface. Learn more about Skedulo at [https://skedulo.com](https://www.skedulo.com/). Interested in job opportunities? Email [careers@skedulo.com](mailto:careers@skedulo.com) for immediate consideration. **About Skedulo **Skedulo builds essential mobile-first applications for growing businesses that empower people at work. With intelligent resource mapping, complex scheduling automation, instantaneous service updates, geo-tracking, and native integration with Salesforce.com, Skedulo empowers organizations worldwide to transform the way they manage and deploy their mobile workforces. By eliminating logistical limitations, and providing unparalleled on-demand scheduling tools and transparency, Skedulo allows companies to deliver on the promise of a world-class client experience, from service request to completion. Founded in 2013, and with offices in Australia, North America and Asia, Skedulo has enabled companies to seamlessly schedule and service more than 2.3 million appointments all around the globe. For more information, please visit [www.skedulo.com](https://www.skedulo.com/). **Media Contact **John Kreuzer Lumina Communications for Skedulo_ _(408) 896-3307 [jkreuzer@luminapr.com](mailto:jkreuzer@luminapr.com) --- --- url: "https://www.skedulo.com/news/skedulo-expands-partner-ecosystem-by-aligning-with-market-leaders-kronos-zendesk/" type: "newsPost" title: "Skedulo Expands Partner Ecosystem by Aligning with Market Leaders Kronos, Zendesk" date: "2020-02-12" description: "February 12, 2020 (San Francisco) -- Skedulo announced today the continued expansion of its partner ecosystem, introducing separate technology partnerships with Kronos Incorporated and Zendesk, both well-respected market leaders, to further accelerate digital transformation at organizations of all…" lastmod: "2020-02-12" --- # Skedulo Expands Partner Ecosystem by Aligning with Market Leaders Kronos, Zendesk Published February 12, 2020 February 12, 2020 (San Francisco) -- Skedulo announced today the continued expansion of its partner ecosystem, introducing separate technology partnerships with Kronos Incorporated and Zendesk, both well-respected market leaders, to further accelerate digital transformation at organizations of all sizes and drive the future of mobile workforce management. As the global mobile workforce market is expected to reach 1.87 billion workers by 2022, Skedulo specializes in helping service organizations intelligently optimize mobile resources and streamline workforce operations while providing a highly engaging user experience. By aligning with Kronos, a leading provider of workforce management and human capital management cloud solutions with 40,000 customers worldwide, and Zendesk, a CRM company with support, sales, and customer engagement products used by 150,000 customers, Skedulo rapidly extends the reach of its solutions developed specifically for the deskless workforce. With Skedulo and Workforce Dimensions from Kronos, organizations can leverage seamless, real-time data sharing between the two solutions. Mutual customers enjoy the industry-leading scheduling and time and attendance engines in the next-generation Workforce Dimensions suite while still empowering employees and caregivers to focus on delivering quality service. Reducing the number of applications employees and managers utilize enables them to get more done in the natural flow of work. “The development of the mobile workforce is a driving force for companies to adopt new technologies that will support their business,” said Matt Fairhurst, CEO at Skedulo. “By joining the Kronos Workforce Dimensions Technology Partner Network, end users will have access to the tools they need to manage their work while on the go. It will allow the user to focus more on their interaction with the customer, which is critical to get right the first time.” “Workforce Dimensions is built on a completely open and extensible platform, enabling innovations with partners, including Skedulo, that empower employees in ways that simply are not possible with legacy solutions,” said Mike May, senior director, Workforce Dimensions Technology Partner Network, Kronos. “Providing a great technology experience not only drives user adoption, but it also helps organizations engage and retain their workforce.” ### More about Zendesk partnership As a Zendesk Technology Alliances Partner, Skedulo will be the first mobile workforce management solution available on the Zendesk Marketplace, extending its customer experience platform to include an offering purpose built for those service providers in the field. Skedulo's integration with Zendesk Support allows agents to schedule service appointments and dispatch mobile resources directly from a Zendesk ticket. “The rise of at home services combined with customers’ expectations for stellar and fully personalized support is pushing companies to look at best-of-breed technology solutions,” said Jerome Agnola, director of technology alliances at Zendesk. “We are seeing many innovative use cases from partners such as Skedulo building on the extended capabilities of our open Zendesk platform. For example, Skedulo gives support agents the ability to easily schedule and dispatch mobile workers directly from Zendesk without having to switch to another system.” "With Zendesk, we are able to enter into new markets where the customer's experience, from that very first moment of service, is everything to an organization's success,” Fairhurst said. “And, being the only company on the Zendesk Marketplace providing a solution for the deskless worker gives us a competitive edge in the area of mobile workforce management." Skedulo Mobile Workforce Management is now available on both the Kronos and Zendesk Marketplaces and will be represented at customer events throughout the year. On March 3-5, Skedulo will be sponsoring Zendesk's user conference, [Relate 2020](https://www.zendeskrelate.com/), which will take place at the Miami Beach Convention Center in Miami, Florida. As Skedulo continues to expand its strategic partnership ecosystems, it is able to form relationships with customers who are utilizing other systems of record, like Kronos and Zendesk, allowing Skedulo to work with organizations that may have been previously out of its scope. [Read the article at PRNewswire.com](https://www.prweb.com/releases/skedulo_expands_partner_ecosystem_by_aligning_with_market_leaders_kronos_zendesk/prweb16905443.htm) --- --- url: "https://www.skedulo.com/news/skedulo-featured-in-cioreview-as-organizations-grapple-with-managing-mobile-work/" type: "newsPost" title: "Skedulo featured in CIOReview as organizations grapple with managing mobile work" date: "2019-02-07" description: "Skedulo takes the variable skills, both human and technical, that make up your workforce so you can manage them against the needs of your customers." lastmod: "2019-02-11" --- # Skedulo featured in CIOReview as organizations grapple with managing mobile work Published February 7, 2019 · Updated February 11, 2019 Skedulo has been featured in CIOReview magazine as the publication explores the challenges businesses face managing their mobile workforce operations. “There is a requirement of a robust tool that can empower mobile employees to deliver the best customer service in every customer interaction,” writes CIOReview. “Traditional field services are not designed for these purposes and are intended only for the workflows that are centered around the complex machinery.” Skedulo offers a powerful alternative for businesses who do not fit the field service management mold. Skedulo takes the variable skills, both human and technical, that make up your workforce so you can manage them against the needs of your customers. Skedulo was architected to be flexible because we understand that no two businesses manage scheduling, work in the field, and the back office in the same way. We are also a people-driven solution that puts user experience at the center of product development. “We want our client’s employees to open our app with the same level of excitement as they would open apps like Instagram and Twitter,” says [Matt Fairhurst](https://www.skedulo.com/about/), CEO of Skedulo. [Read the article at CIOReview.com](https://www.cioreview.com/news/exploring-the-challenges-in-mobile-workforce-operations-nid-27836-cid-93.html). --- --- url: "https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/" type: "newsPost" title: "Skedulo for BioReference Laboratories Wins 2020-21 Cloud Award" date: "2021-01-28" description: "January 28, 2021 (San Francisco) – Skedulo, the leader in deskless productivity software, for BioReference Laboratories has been declared the winner of the Cloud Project of the Year this week in the international Cloud Computing Awards program, The Cloud Awards. Skedulo was awarded for its work with BioReference Labs in mass scheduling COVID-19 tests with an implementation timeline of just two weeks." lastmod: "2021-01-28" --- # Skedulo for BioReference Laboratories Wins 2020-21 Cloud Award Published January 28, 2021 _Skedulo for BioReference Laboratories is recognized as Cloud Project of the Year in International Cloud Computing Awards Program_ **January 28, 2021 (San Francisco) **– [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, for [BioReference Laboratories](https://www.bioreference.com/) has been declared the winner of the Cloud Project of the Year this week in the international [Cloud Computing Awards](https://www.cloud-awards.com/cloud-computing-awards/) program, The Cloud Awards. Skedulo was awarded for its work with BioReference Labs in mass scheduling COVID-19 tests with an implementation timeline of just two weeks. Categories for the 2020-21 Cloud Awards include ‘Security Innovation of the Year,’ ‘Best Software as a Service,’ and ‘Cloud Project of the Year.’ “It is a special honor to be recognized for being at the pinnacle of innovation and success in this year’s international Cloud Awards,” said Skedulo’s executive vice president of marketing, Miles Kelly. “Skedulo’s high capacity scheduling solution has had a tremendously positive impact on COVID-19 testing and will continue to be beneficial for the future of testing infectious diseases in the healthcare industry.” Head of Operations for the Cloud Awards, James Williams, said: “Skedulo for BioReference Laboratories is a deserving winner of the 2020-21 Cloud Awards. In our field, solutions have ranged from cloud-based systems which empower research and development of the virus, through to whole industries ‘simply’ having to deal with a rapidly accelerated pressure to stop using paper. Organizations and individuals which operate in the cloud have risen to all these trials, from colossal to minor, and whether directly or indirectly related to this global crisis. The final winners of the 2020-21 Cloud Awards deserve a small place in history for their sheer belligerence and commitment to excellence in the environment of a devastating pandemic.” This award comes off the heels of California Gov. Gavin Newsom [announcing](https://www.prweb.com/releases/california_partners_with_skedulo_for_covid_19_vaccine_distribution/prweb17684838.htm) the state’s COVID-19 vaccination strategy will include a partnership with Skedulo, as well as Salesforce and Accenture, for the state’s “MyTurn” program which will enable Californians to sign up for text or email alerts for when they are eligible to get the COVID-19 vaccine. Skedulo’s high capacity scheduling technology will assist in efficient and effective scheduling for both doses of the vaccine statewide, which encompasses nearly 40M people. Hundreds of organizations entered the Cloud Awards, with entries coming from across the globe, covering the Americas, Australia, Europe and the Middle East. You can view the full shortlist here: [https://www.cloud-awards.com/2020-shortlist/](https://www.cloud-awards.com/2020-shortlist/). Contact details For the Cloud Awards James Williams – Operations [www.cloud-awards.com ](https://www.cloud-awards.com/)[james@cloud-awards.com](mailto:james@cloud-awards.com) [Read the article at prweb.com](https://www.prweb.com/releases/skedulo_for_bioreference_laboratories_wins_2020_21_cloud_award/prweb17691965.htm) ### **About the Cloud Awards** The Cloud Awards is an international program which recognizes and honors industry leaders, innovators and organizational transformation in cloud computing. The awards are open to large, small, established and start-up organizations from across the entire globe, with an aim to find and celebrate the pioneers who will shape the future of the Cloud as we move into 2021 and beyond. The Cloud Awards currently offers two awards programs, the Cloud Computing Awards and the Software-as-a-Service Awards. Categories for the Cloud Computing Awards include Most Promising Start-Up, Best SaaS, and “Best in Mobile” Cloud Solution. Finalists were selected by a judging panel of international industry experts. For more information about the Cloud Awards, please visit [https://www.cloud-awards.com/](https://www.cloud-awards.com/). **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 5 million appointments worldwide. The company has secured over $40 million in funding to date, led by Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or our blog, @Skedulo, Facebook and LinkedIn pages. --- --- url: "https://www.skedulo.com/news/skedulo-integration-capabilities-connect-mobile-workforce-operations/" type: "newsPost" title: "Skedulo Announces New Integration Capabilities To Seamlessly Connect Mobile Workforce Operations with Enterprise Systems of Record" date: "2018-12-18" description: "Organizations with mobile workforces can now integrate Skedulo with principle systems supporting end-to-end workflows and sharing interoperable data across the business." lastmod: "2020-12-16" --- # Skedulo Announces New Integration Capabilities To Seamlessly Connect Mobile Workforce Operations with Enterprise Systems of Record Published December 18, 2018 · Updated December 16, 2020 #### _Organizations with mobile workforces can now integrate Skedulo with principle systems supporting end-to-end workflows and sharing interoperable data across the business._ Skedulo, the platform for[ Intelligent Mobile Workforce management](https://www.skedulo.com/learn/mwm-overview/) is excited to announce the release of new integration capabilities that will close the gap between business functions and securely share data captured through the platform with teams across an organization, including operations, sales, finance, and HR. With the new [integration capabilities](https://www.skedulo.com/integrations/), Skedulo customers can now connect their system of record for mobile work with other platforms, such as: - **Epic and other EMRs:** Electronic Medical Records (EMR) systems used by healthcare providers connect to Skedulo to manage all mobile caregiver data, including patient assignments, scheduling, dispatching, routing, and patient outcomes. - **Keypay**: Australia’s leading cloud payroll solution connects to Skedulo to incorporate real-time job costing estimates into scheduling decisions. - **ServiceNow**: A leading ITSM solution provider, connects to Skedulo to manage mobile service providers within an organization. - **Quickbooks:** A premier accounting and bookkeeping service, uses Skedulo data related to services delivered and employee timesheets. - **ADP:** Payroll, HR, and tax systems use Skedulo data to track employee billable hours, mobile workforce skills, locations, and time and attendance, as well as services delivered. - **Workday:** Combined finance and HR systems leverage Skedulo for data about mobile employees, services delivered, and cost of service. - **Microsoft Dynamics 365:** The enterprise platform connects to Skedulo to expand its capabilities into mobile workforce management and field service while maintaining a single system of record. In addition to these new capabilities, Skedulo will continue to offer its [native solution for Salesforce](https://www.skedulo.com/integrations/salesforce/), a relationship that was established in 2013. Through this growing suite of integration capabilities, Skedulo serves as the system of record for mobile work, regardless of CRM, ERP or other platforms in use. As the first company to explore and address the challenges of the modern mobile workforce for enterprise firms, Skedulo continues to build on its strategy of expanding the capabilities and interoperability of its solution to bridge the gap between the different functions in the office with work delivered onsite with customers. “We are thrilled to be offering this robust integration capability that serves our clients’ needs and helps them make informed decisions, work together seamlessly, and provide clean data that will help them scale,” shared Matt Fairhurst, CEO and Co-Founder of Skedulo. “So many of our customers provide time-sensitive and complex services, such as home healthcare and residential services, and they need connected platforms to grow their businesses and maintain trustworthy data.” Skedulo is the system of record for the modern mobile workforce, providing comprehensive capability in scheduling, dispatching, communication, and mobile productivity for customers including [EasterSeals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/), Splunk, [USA Football](https://www.skedulo.com/customers/), American Red Cross, and [many more.](https://www.skedulo.com/customers/) Note: All platforms for which integrations have been built (Epic, Keypay, ServiceNow, Quickbooks, ADP, Workday, and Microsoft Dynamics 365) are copyright protected and respective of their owners. **About Skedulo** Skedulo is the platform for intelligent mobile workforce management. Our solution helps enterprises intelligently manage, schedule, dispatch, and track resources in the field. With native solutions that integrate seamlessly to Salesforce and ServiceNow, and our independent platform that connects to any system of record, Skedulo offers enterprises and mid-market companies a mobile workforce management product that complements any tech stack. Founded in 2013, headquartered in San Francisco and with offices in the United States, Australia, Vietnam and the United Kingdom, Skedulo has enabled over 120 companies and 50,000 mobile workers to seamlessly schedule and service more than 5 million appointments over three continents. The company secured $9.2 Million Series A funding in 2016, led by Costanoa Ventures. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or contact Meredith Davison at [mdavison@skedulo.com](mailto:mdavison@skedulo.com). --- --- url: "https://www.skedulo.com/news/skedulo-launches-new-scheduling-experience-to-help-field-workers-navigate-the-complexities-of-mobile-work/" type: "newsPost" title: "Skedulo Launches New Scheduling Experience to Help Field-Workers Navigate the Complexities of Mobile Work" date: "2024-05-29" description: "SAN FRANCISCO (May 29, 2024) - Skedulo, a leader in mobile workforce management solutions, today announced a set of new, innovative features aimed to help organizations make better and faster decisions when navigating the complexities of mobile work." lastmod: "2024-05-29" --- # Skedulo Launches New Scheduling Experience to Help Field-Workers Navigate the Complexities of Mobile Work Published May 29, 2024 _Skedulo releases new product features to improve scheduling, mobile, platform, and developer experiences._ **SAN FRANCISCO (May 29, 2024) - **Skedulo, a leader in mobile workforce management solutions, today announced [a set of new, innovative features](https://www.skedulo.com/platform/) aimed to help organizations make better and faster decisions when navigating the complexities of mobile work. The mobile workforce—also known as deskless workers, who spend time in the field providing services or care in our communities—has grown to nearly 3 billion people, and make up some of the most critical roles today. They are providing healthcare to the most vulnerable, servicing and installing appliances in our homes during bad weather, and even conducting audits and safety inspections. Investments in technology that support the scheduling, communication, and engagement of this workforce are critical as organizations continue to seek new solutions that help drive productivity and efficiency. Skedulo’s latest release of new product features are specifically designed to help deskless organizations create flexible and customizable solutions that support their fast-growing mobile workforce. At the forefront of the new features Skedulo is unveiling is a powerful new scheduling experience on Plan, Skedulo’s dispatching and scheduling application. Plan’s new scheduling experience enables organizations and their teams to make better and faster decisions with new features like custom views, advanced filters and enhanced work lists. In addition to launching Plan’s new scheduling experience, Skedulo is also announcing new features across the Skedulo Plus mobile application, advancements in intelligent scheduling, a brand new no-code mobile form builder for Skedulo Plus, and new developer experience tools. The new features will allow customers to: - Capture critical information in the field through custom forms without any coding required. - Automatically schedule jobs that require multiple resources with varying skills. - Manage, search, and restrict jobs and availability in the mobile app. Comments on the news: - “We know how critical it is for deskless workers to have access to technology that not only supports the complex process of organizing their workforce today but also allows them to continue to innovate, transform and adapt in the future,” said Matt Fairhurst, CEO of Skedulo. “Our platform provides companies with the flexibility and scale they need to drive outcomes and grow, and we’re now bringing that same level of flexibility to Plan - with our all-new Scheduling Experience.” - “The ability for our schedulers to easily customize their view has allowed them to make better, quicker decisions when it comes to scheduling our field teams,” said Kammi Green, Chief of Partner Success at engage2learn. “Our schedulers can make bulk updates, quickly identify and correct scheduling conflicts, and ensure our field teams are where they need to be. They love the flexibility of the platform in helping them do their job.” For more information on Skedulo’s new features, please visit [skedulo.com/may-2024-product-launch/](https://www.skedulo.com/platform/). **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage, and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. The Skedulo Pulse Platform™ helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 65 million appointments worldwide. For more information, visit [www.skedulo.com](https://www.skedulo.com/) or follow @Skedulo on Facebook and LinkedIn. --- --- url: "https://www.skedulo.com/news/skedulo-launches-next-generation-mobile-workforce-app-to-advance-user-experience-offline/" type: "newsPost" title: "Skedulo Launches Next Generation Mobile Workforce App to Advance User Experience Offline" date: "2016-08-31" description: "Skedulo, the leader in mobile workforce scheduling and management, today announced the launch of a newly designed app with a faster, and more streamlined interface, providing users with an enhanced mobile experience." lastmod: "2018-04-25" --- # Skedulo Launches Next Generation Mobile Workforce App to Advance User Experience Offline Published August 31, 2016 · Updated April 25, 2018 SAN FRANCISCO, Aug. 31, 2016 /PRNewswire/ -- Skedulo, the leader in mobile workforce scheduling and management, today announced the launch of a newly designed app with a faster, and more streamlined interface, providing users with an enhanced mobile experience. Now available for iOS and Android, Sk… SAN FRANCISCO, Aug. 31, 2016 /PRNewswire/ -- [Skedulo](https://www.skedulo.com/), the leader in mobile workforce scheduling and management, today announced the launch of a newly designed app with a faster, and more streamlined interface, providing users with an enhanced mobile experience. Now available for iOS and Android, Skedulo X allows workers to interact with dispatched job and appointment information regardless of whether they have an active cell phone connection. This provides customers with enhanced efficiencies, better time management and increased service excellence. "In today's mobile-first world, people use their phones for everything from turn-by-turn driving directions, researching a health condition, to ordering a coffee," said Skedulo CEO and co-founder Matt Fairhurst. "Workers in the field who use their mobile devices all day deserve the same seamless user experience and ease of use in their work application that they have in their consumer applications. Skedulo X delivers on just that." As workers in the field are increasingly leveraging mobile devices for tasks that previously required time-intensive paperwork and phone calls, mobile technology is redefining the workday. With the launch of Skedulo X, the company takes enterprise mobility to the next level by combining dedicated offline job and appointment management, direct connectivity to enterprise platforms like Salesforce.com, and a user experience that's simple and straightforward to use. The latest offering, built with the end user in mind, is stacked with new capabilities, including the following: - **Offline support** offered to the mobile worker is unlike any competitor on the market with a full-featured approach to working when the user doesn't have cellular service. This is particularly unique when connected to online enterprise platforms like Salesforce.com – but Skedulo has invested the last year ensuring that workers can update data, take photos, collect signatures and even fill out forms or customer-specific data whilst offline. - **A consumer-like user interface **that puts a focus on design and ease of use reinvigorates field workers' enthusiasm for their job. Seamless user experiences across both Android and iOS, to welcoming, friendly messages that are contextual to the time of day, Skedulo X introduces a focus on beauty and usability that's not typically found in enterprise applications. - **Mapping & Location capabilities **and user-friendly intuitive travel features allows users to effortlessly navigate their day from location to location with real-time, traffic-sensitive insights into expected trip duration on the road. - **Interaction with other apps **on the phone facilitates the real-time flow of essential information and the freedom of choice for the user. When the user starts to travel to an appointment, they can choose from navigation apps such as Google Maps, Waze, or Apple Maps, or even request an Uber or Lyft, right from the Skedulo workflow. Skedulo helps hundreds of companies deliver remarkable customer service with advanced scheduling and an attractively designed mobile user interface. The streamlined service and enhanced integration provided by Skedulo X allows the company to continue on its trajectory as the leading-edge mobile workforce online scheduling solution provider by meeting evolving user needs. To learn more about Skedulo and Skedulo X, please visit [https://skedulo.com](https://www.skedulo.com/). **About Skedulo **Skedulo is the leading mobile workforce management application that captures real-time business insights to deliver advanced on-demand scheduling on a beautifully designed user interface. With intelligent resource mapping, complex scheduling automation, instantaneous service updates, geo-tracking, and native integration with Salesforce.com, Skedulo empowers companies worldwide to transform the way they manage and deploy their mobile workforces. By eliminating logistical limitations, and providing unparalleled on-demand scheduling tools and transparency, Skedulo allows companies to deliver on the promise of a world-class client experience, from service request to completion. Founded in 2013, and with offices in Australia, North America and Asia, Skedulo has enabled companies to seamlessly schedule and service over 2.3 million appointments all around the globe. For more information, please visit [www.skedulo.com](https://www.skedulo.com/). --- --- url: "https://www.skedulo.com/news/skedulo-named-a-top-25-salesforce-solutions-provider/" type: "newsPost" title: "Skedulo Named a Top 25 Salesforce Solutions Provider" date: "2017-10-19" description: "Skedulo’s intelligent scheduling platform and Salesforce integration earned the title of Top 25 Salesforce Solution Provider by APAC CIO Outlook." lastmod: "2018-06-14" --- # Skedulo Named a Top 25 Salesforce Solutions Provider Published October 19, 2017 · Updated June 14, 2018 APAC CIO Outlook recently recognized Skedulo’s native integration with Salesforce, naming Skedulo as a [Top 25 Salesforce Solution Provider](https://salesforce.apacciooutlook.com/vendor/skedulo-an-interactive-hub-for-seamless-mobile-workforce-management-cid-2351-mid-120.html) in its special Salesforce edition. The list highlights companies that, from a CEO and CIO perspective, offer “groundbreaking solutions to businesses to achieve transformative results and next level outcomes” in partnership with Salesforce. The APAC CIO Outlook editorial team noted that the global market [for field service management](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/) will be a $4.45 billion industry by 2022. Field service—which traditionally referred to utilities, telecom, or manufacturing, where complex machinery is used in the field for days or weeks at a time—[has evolved](https://www.skedulo.com/blog/mastering-field-service/) to include more lines of work. This trend toward mobile work--meaning any work that takes place outside the office--has opened up opportunities for companies that provide any type of on-site services, including installations, repairs, trade work, training, or support. > “For these mobile workforce industries, managing their mobile workforce is a manual task that involved missed appointments, the wrong mobile employee showing up to complete the job, no visibility into what’s happening in the field, no way to easily collect data and send to the back office, thus resulting in frustrated customers and increased operating costs,” according to the APAC CIO Outlook article. Enter Skedulo. Skedulo’s seamless integrations with [Salesforce](https://www.skedulo.com/integrations/salesforce/) and [ServiceNow](https://www.skedulo.com/integrations/) “help in gaining real, valuable insights into field operations and performance to improve managerial and scheduling decisions,” according to APAC CIO Outlook, The publication cited several other key benefits that set Skedulo apart, including: - A [robust mobile app](https://www.skedulo.com/product/mobile/) that delivers information to employees in the field - Increased efficiency for clients on the Skedulo platform - HIPAA-compliant scheduling for [healthcare organizations](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/) - Instant integration of field data (eliminating the need for manual data entry) - Real-time interaction between workers, managers, and their CRM - Intelligent work assignments based on skill sets, qualifications, and proximity to the job APAC CIO Outlook also noted [Skedulo’s solution for HealthStrong](https://www.skedulo.com/customers/healthstrong/) as an example of how Skedulo can benefit the mobile workforce. > “Adoption of the [Skedulo] platform helped HealthStrong achieve a string of benefits. The robustness of Skedulo mobile not only helped practitioners deliver the apt home care service at the right time, but also made management of appointments an effortless task,” according to the article. “A spike in business intelligence, a drastic reduction of appointment scheduling time, and an overall increase in work efficiency are the additional benefits gained by HealthStrong as a result of the implementation of Skedulo mobile.” Skedulo CEO Matt Fairhurst noted the firm’s latest milestone—backing from a venture capital firm that will enable future research and development—and reiterated Skedulo’s commitment to the customer experience. > “We value customer feedback and insights, and in partnership with our customers recently revamped the user interface of our product to make the scheduler and mobile worker experience even smoother,” Fairhurst said. _[Watch our demo](https://www.skedulo.com/integrations/salesforce/) to learn more about Skedulo and Salesforce for mobile workforce management._ --- --- url: "https://www.skedulo.com/news/skedulo-named-one-of-americas-fastest-growing-private-companies-on-the-2021-inc-5000-list/" type: "newsPost" title: "Skedulo Named One of America’s Fastest‑Growing Private Companies on the 2021 Inc. 5000 List" date: "2021-08-17" description: "For the very first time, Skedulo has been recognized by Inc. Magazine on its annual Inc. 5000 list, coming in at No. 1,350 of 5,000 independent businesses in the 2021 ranking. In addition to the company’s year of exponential growth and recent $75 million round of fundraising, Skedulo has seen its annual recurring revenue increase 400% over the last three years and has expanded its reach with partnerships all over the world." lastmod: "2021-08-17" --- # Skedulo Named One of America’s Fastest‑Growing Private Companies on the 2021 Inc. 5000 List Published August 17, 2021 _Leader in deskless productivity software ranks in its first showing on the annual list following an impressive year of growth_ **August 17, 2021 (San Francisco) – **For the very first time, [Skedulo](https://www.skedulo.com/) has been recognized by _Inc. Magazine _on its annual [Inc. 5000 list](https://www.inc.com/inc5000), coming in at No. 1,350 of 5,000 independent businesses in the 2021 ranking. In addition to the company’s year of exponential growth and recent $75 million round of fundraising, Skedulo has seen its annual recurring revenue increase 400% over the last three years and has expanded its reach with partnerships all over the world. The Inc. 5000 represents a comprehensive look at America’s most successful private companies with proven track records. Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but this year’s list also proved especially resilient and flexible given 2020’s unprecedented challenges. Among the 5,000, the average median three-year growth rate soared to 543%, and median revenue reached $11.1 million. Together, those companies added more than 610,000 jobs over the past three years. “It’s an honor to be recognized by Inc. 5000 for the first time alongside some of the most influential and innovative companies in the country,” said Matt Fairhurst, CEO of Skedulo. “This past year has proved the significant need for deskless scheduling and productivity technology worldwide and it's only going to continue from here. As we grow and the workforce evolves, we will continue to develop and scale Skedulo’s platform, expand internationally and champion deskless workers across the globe.” Skedulo played a critical role in the fight against COVID-19, first assisting frontline workers with COVID-19 testing, having been selected by BioReference Laboratories [to co-create a high capacity scheduling solution](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/), and then with the vaccination rollout, partnering with governments globally like the country of New Zealand, the province of Ontario and several U.S. states - including California, Maine, Maryland, North Carolina, Ohio and more. Skedulo serves deskless workers who are not in a traditional office setting, representing 80% of the workforce and 2.7B people worldwide. With less than 5% of software investments focused on this segment, the market is largely underserved despite 76% of companies expecting a double-digit increase in deskless workers in the next year. Skedulo’s deskless productivity cloud allows companies to manage, engage and analyze deskless workers across a wide variety of industries, including healthcare, utilities, solar, non-profits, public sector and construction. For more information on Skedulo, visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo **Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 35 million appointments worldwide. The company has secured over $115 million in funding to date, led by Softbank, Microsoft's venture firm M12, Costanoa Ventures and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/) or follow @Skedulo on Facebook and LinkedIn. **Contact: **Megan Gasper Walker Sands megan.gasper@walkersands.com --- --- url: "https://www.skedulo.com/news/skedulo-opens-uk-office-to-bring-flexibility-to-mobile-workers-and-simplify-management-of-todays-workforce/" type: "newsPost" title: "Skedulo Opens UK Office to Bring Flexibility to Mobile Workers and Simplify Management of Today's Workforce" date: "2018-01-29" description: "Skedulo, the leader in mobile workforce management, today announced the opening of their UK office in London, marking the beginning of their expansion into EMEA and availability of their easy-to-use web-based platform and mobile app in the region." lastmod: "2018-03-19" --- # Skedulo Opens UK Office to Bring Flexibility to Mobile Workers and Simplify Management of Today's Workforce Published January 29, 2018 · Updated March 19, 2018 SAN FRANCISCO and LONDON, Jan. 29, 2018 /PRNewswire/ -- [**Skedulo**](https://www.skedulo.com/), the leader in mobile workforce management, today announced the opening of their UK office in London, marking the beginning of their expansion into EMEA and availability of their easy-to-use web-based platform and mobile app in the region. Skedulo is answering the pull of organizations across Europe that need help managing mobile employees and the increasing amounts of work done outside the traditional office. The company will initially target countries and businesses that are comfortable with English as the primary language, but will expand from there as demand from continental Europe increases. Skedulo currently has over 40,000 mobile workers using its platform and is seeing success with customers including The American Red Cross, John's Hopkins Medicine International, Boingo Wireless, Logitech and Johnson & Johnson in the United States; and The Royal Society for the Blind (RSB) in Australia. Skedulo allows them to more intelligently match and schedule jobs, track service engagements and monitor performance to improve their own customer journey's while also enabling smarter, data driven decisions that impact their bottom line. "This is a significant milestone as it opens doors for us to help mid-large enterprises in Europe that are feeling the acute pain of managing a mobile workforce at scale," said Matt Fairhurst, CEO and Founder of Skedulo. "We started with the goal to tackle the challenges brought about by a new reality of workers not being tied to their desks, with the ebb and flow of independent contractors, part timers and remote workers, as well as rising customer demands, as driven by brands like Amazon, Lyft, and Netflix. Today's mobile workers need to arrive faster, be better prepared, and work more efficiently than ever before, and the Skedulo platform is a simple-to-use tool to enable this. Matching jobs, skill-sets and customer preferences is a global problem that companies face and we're pleased to now have a local European presence as we continue to expand around the world." "Work is no longer a place you go, but a thing you do, and for us, it's the care we give," said Pauline Boyce, Head of Strategic Development at Skedulo customer Cosgrove Care. "Beyond efficiency and cost savings, Skedulo enables us to better manage this fluidity, connecting our carers in the field to the office in real time, allowing for greater flexibility and job satisfaction for our staff and improved customer service for the people we support." Skedulo is committed to helping businesses and organizations in Healthcare, Financial Services, Real Estate, Utilities and Business Services improve the way they run their field operations. The Company has offices in the US, Australia and Vietnam, while also serving the Canadian and New Zealand markets. Skedulo integrates with Salesforce and ServiceNow CRM platforms. To lead its EMEA efforts, Skedulo has hired Jason Stokes as Commercial Lead and Scott Gassmann as Senior Solutions Architect. Jason is a senior sales executive with a strong background in commercial operations, technology and workforce management at companies such as PeopleSoft, Thomson Reuters and Capita. Jason has worked as an individual contributor and as a sales leader in both products and services businesses – large and small. His focus has been on delivering strong, sustainable growth by identifying and developing key clients across all industry sectors. Scott is one of the most active and acknowledged Salesforce solution architects in the world. His wealth of experience and knowledge has allowed him to consult to some of the largest and complex organizations leveraging the Salesforce platform. Recently, Scott was recognized by Computer Business Review as one of the Top 30 innovators and contributors to the Cloud Industry. Scott is also a co-founder of Surfforce, an annual Salesforce Community event that focuses on Sharing Salesforce expertise as well as promoting ocean health. --- --- url: "https://www.skedulo.com/news/skedulo-optimizes-skedulo-mastermind-to-meet-increased-demand-and-complexity-for-the-deskless-workforce/" type: "newsPost" title: "Skedulo Optimizes ‘Skedulo MasterMind’ to Meet Increased Demand and Complexity for the Deskless Workforce" date: "2020-11-12" description: "Innovations to its intelligent scheduling engine will enable more time- and cost-effective scheduling to increase productivity and work outputs November 12, 2020 (San Francisco) – Skedulo, the leader in deskless productivity software, today announced major enhancements to Skedulo MasterMind, its ar…" lastmod: "2020-11-12" --- # Skedulo Optimizes ‘Skedulo MasterMind’ to Meet Increased Demand and Complexity for the Deskless Workforce Published November 12, 2020 ###### _Innovations to its intelligent scheduling engine will enable more time- and cost-effective scheduling to increase productivity and work outputs_ **November 12, 2020 (San Francisco)** – [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, today announced major enhancements to Skedulo MasterMind, its artificial intelligence (AI) and machine learning (ML) optimization service, enabling organizations to optimize their workforce around the priorities and variables that matter most, including workforce utilization rate, operating cost, travel time and more. The most recent enhancement to the Skedulo Deskless Productivity Cloud, Skedulo MasterMind is powered by MasterMind Solvers, which are scenario-specific optimization algorithms. According to [research from Skedulo published this week](https://www.skedulo.com/learn/deskless-workers/), 60% of deskless workers feel their job has become more difficult since COVID-19, and 72% of IT executives claim worker productivity is negatively impacted by their existing technology. The Skedulo MasterMind enhancements enable organizations to automate scheduling based on user-defined variables so scheduling decisions are made smarter and faster. MasterMind Solvers enable users to easily rank scheduling variables by importance and automate schedules accordingly, which can significantly reduce travel time, distance, and cost per hour for deskless workers and organizations while maximizing work capacity, increasing workforce utilization, and best matching worker and job attributes. Through machine learning capabilities, MasterMind Solvers will recognize patterns to make faster and smarter decisions over time. “By 2025, algorithms and bots will schedule over two-thirds of field service work for field service providers dependent on automated schedule optimization, up from less than 25% in 2019,” according to the Gartner Magic Quadrant for Field Service Management (FSM) published in July 2020.1 This overhaul of Skedulo Mastermind applies a completely new approach to how AI, ML, and algorithms are applied to a growing number of complex scenarios. Rather than relying on single-pass greedy heuristics or overnight batch processing, individual MasterMind Solvers are oriented toward specific scheduling challenges, such as shift scheduling, route optimization, and on-demand/real-time business models. An additional AI layer observes patterns of how these solvers provide outcomes over time and progressively tunes solvers to be faster and more efficient. In benchmarking evaluations with 5,000 appointments and a series of variables and constraints, Skedulo Mastermind is over 87 times faster than a traditional field service solution and is able to reach a superiorly optimized solution in 62 seconds versus the typical 90 minutes. “Our advancements to Skedulo MasterMind and MasterMind Solver algorithms empower organizations to increase work outputs and reduce overhead, like travel time and utilization,” said Paul Schulz, EVP, Technology and Innovation at Skedulo. “COVID-19 has stretched deskless workers thin. Our report, ‘[2020 State of Work Report — Defining a New Normal Amid COVID-19](https://www.skedulo.com/learn/deskless-workers/),’ found one in three employees is working more hours since the pandemic began. Our recent rollouts to Skedulo MasterMind will better optimize time for companies and their employees alike.” Additionally, Skedulo has announced the general availability of Dynamic Messaging, an instant messaging service available to both deskless workers and their operations teams natively within the Skedulo web and mobile applications. With the increasing volume and complexity of deskless work, Skedulo Dynamic Messaging empowers organizations with deskless workers to bridge communication gaps through a powerful messaging solution to share job details, solve for real-time work challenges, and address escalations, all within the Skedulo Deskless Productivity Cloud. To learn more about Skedulo and MasterMind, visit [www.skedulo.com](https://www.skedulo.com/). 1Gartner, Magic Quadrant for Field Service Management, Jim Robinson, Naved Rashid, 6 July 2020 ### **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 5 million appointments worldwide. The company has secured over $40 million in funding to date, led by Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. For more information, please visit www.skedulo.com, or our blog, @Skedulo, Facebook and LinkedIn pages. [Read the article at prweb.com](https://www.prweb.com/releases/skedulo_optimizes_skedulo_mastermind_to_meet_increased_demand_and_complexity_for_the_deskless_workforce/prweb17540643.htm) --- --- url: "https://www.skedulo.com/news/skedulo-partners-with-uniq-you-to-inspire-and-prepare-girls-for-unique-career-pathways/" type: "newsPost" title: "Skedulo partners with UNIQ You to inspire and prepare girls for unique career pathways" date: "2021-11-15" description: "Skedulo is joining companies from around Australia in throwing their support behind an innovative new platform being launched in Queensland this month set to foster impactful conversations that will change the game for female representation in male-dominated industries." lastmod: "2021-11-15" --- # Skedulo partners with UNIQ You to inspire and prepare girls for unique career pathways Published November 15, 2021 Skedulo is joining companies from around Australia in throwing their support behind an innovative new platform being launched in Queensland this month set to foster impactful conversations that will change the game for female representation in male-dominated industries. UNIQ You is a groundbreaking service and online platform that connects high school girls (and their guidance and career officers) with industry advisors drawn from sectors under-represented by women. Thirteen corporate foundation partners, selected from industries that have less than 40% representation of women, have signed on for the pilot program in Queensland: Aurecon, BMD, Boeing, Hutchinson Builders, Origin, Oz Minerals (SA), Seqwater, Shell’s QGC Business, Skedulo, Tesserent (VIC), Urban Utilities, Ventia and Yurika. Female advisors from the thirteen corporate partners across Australia will give their time to provide industry insights to grade 9 to 12 high school girls from 30 schools through personalised one-on-one video calls. UNIQ You CEO, Tanya Meessmann, said, “In order to truly move the dial on gender diversity we need to ensure there is a pipeline of young girls, both inspired and prepared to pursue opportunities in under-represented industries.  UNIQ You has partnered with Brisbane’s own global leader in scheduling software, Skedulo, to develop a bespoke platform that harnesses accessible technology to facilitate conversations between industry and students to create genuine and scalable change.” “Our service allows for advisers to easily engage with girls across the entire state, whether they are in major cities or small regional and remote areas. By connecting girls with relatable, inspirational female role models across a diverse spectrum of industries, we’re addressing their exact queries, concerns and curiosity around what these career pathways can offer.” Skedulo’s Diversity Equality Inclusion & Belonging lead, Silvia Zhang, said, “​​We are very excited to be partnering with UNIQ You to bring inspiration to girls’ lives at such a young age and help close the gender gap. It is crucial that we ‘plant the seed’ at an earlier age so they know that a career in tech is viable for them. Just being exposed to the options that are out there will increase the likelihood of greater female representation in the tech industry and beyond.” Attorney-General and Minister for Justice, Minister for Women and Minister for the Prevention of Domestic and Family Violence, the Honourable Shannon Fentiman, has given her support to UNIQ You saying, ‘the Palaszczuk Government has made gender equity a policy priority. We are committed to inspiring and encouraging the community to embrace gender equity in all areas. I applaud UNIQ You for working to improve equality of opportunity for women and girls in the workplace by changing the conversation around what girls are capable of.’ UNIQ You is officially launching on Tuesday 16th November. The service aims to connect over 600 girls with 100 female advisors across 10 industries in the first year, with national expansion set firmly in their sights. **About Skedulo **Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 35 million appointments worldwide. The company has secured over $115 million in funding to date, led by Softbank, Microsoft’s venture firm M12, Costanoa Ventures and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/) or follow @Skedulo on Facebook and LinkedIn. **Contact: **Megan Gasper Walker Sands megan.gasper@walkersands.com --- --- url: "https://www.skedulo.com/news/skedulo-pioneers-deskless-productivity-industry-with-the-skedulo-pulse-platform/" type: "newsPost" title: "Skedulo Pioneers Deskless Productivity Industry with the Skedulo Pulse Platform" date: "2022-06-14" description: "Skedulo, a provider of cloud-based productivity software, has developed the industry’s first platform built for the deskless workforce: The Skedulo Pulse Platform™." lastmod: "2022-06-14" --- # Skedulo Pioneers Deskless Productivity Industry with the Skedulo Pulse Platform Published June 14, 2022 _Part of the first-of-its-kind Skedulo Deskless Productivity Cloud, the foundational offering is the leading solution for enabling the deskless workforce_ **SAN FRANCISCO (June 14, 2022) – **[Skedulo](https://www.skedulo.com/), a provider of cloud-based productivity software, has developed the industry’s first platform built for the deskless workforce: The Skedulo Pulse Platform™. The solution is designed to help organizations accelerate deskless worker productivity, while offering them the flexibility to scale, adapt and innovate throughout the full life cycle of the deskless workforce. Together, the Skedulo Pulse Platform™, Skedulo’s core and accelerator product applications, industry solutions and extended partner ecosystem make up the Skedulo Deskless Productivity Cloud. “Since day one, it’s been Skedulo's mission to develop technology to support the 2.7 billion deskless workers in the world,” said Matt Fairhurst, CEO of Skedulo. “Beginning as an application, we made the investment in infrastructure and technology to create a platform specifically for the deskless workforce. The Skedulo Pulse Platform™ is scalable and reliable, giving Skedulo the agility to adapt as our customers’ needs change. We look forward to taking on the next chapter of deskless work and ushering in a new reality of what is possible for this underserved and rapidly growing workforce.” Built with extensibility, automation, intelligence, developer experience and security in mind, the Skedulo Pulse Platform™ helps enterprises manage, schedule, dispatch and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Allowing organizations in industries from healthcare and construction to government entities and non-profits to solve for a variety of scheduling challenges, the technology enables customizable scheduling capabilities to simplify complex scheduling. Some of the areas the Skedulo Pulse Platform have been enhanced include: - **Extensibility**: The ability to quickly define and manage data on the platform using lists and record views generated automatically from the data model. - **Developer Experience: **Empower admins and power users to upload data to the platform using an intuitive web based tool instead of APIs with the Data Loader feature. - **Security: **Finer grained control over user access with configurable roles, and permissions enable you to limit the actions and amount of data users see. As part of the field service industry, Pet-Xi Training, a UK-based company that deploys mobile training teams for motivational and educational sessions for students, jobseekers and people in business, leverages Skedulo to assist its workforce. Pet-Xi’s use of the Skedulo Pulse Platform™ allows mobile training teams more flexibility and autonomy, while remaining both nimble and compliant. “The Skedulo Pulse Platform has not only made scheduling for our mobile training teams easier, it’s also made it a lot less stressful," said Jamie Sheerman, Professional Development Coach at Pet-Xi Training. "Thanks to the Skedulo Pulse Platform, we can easily configure scheduling so it adapts to the way we work, and both the schedulers and trainers love the flexibility." When leveraging Skedulo Pulse Platform™, Skedulo customers on average reduce time spent scheduling by 48% and increase customer satisfaction up to 68%. Skedulo’s mobile app has helped customers improve deskless worker productivity by 20%. For more information on the Skedulo Pulse Platform™ and the Skedulo Deskless Productivity Cloud, visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo **Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. The Skedulo Pulse PlatformTM helps enterprises intelligently manage, schedule, dispatch and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL and Sunrun, to seamlessly schedule and service over 35 million appointments worldwide. The company has secured over $120 million in funding to date, led by Softbank, Microsoft’s venture firm M12, Costanoa Ventures and Blackbird. For more information, visit [www.skedulo.com](https://www.skedulo.com/) or follow @Skedulo on Facebook and LinkedIn. **Contact: **Megan Gasper Walker Sands megan.gasper@walkersands.com [Read the article on PRWeb](https://www.prweb.com/releases/skedulo_pioneers_deskless_productivity_industry_with_the_skedulo_pulse_platform/prweb18735580.htm) --- --- url: "https://www.skedulo.com/news/skedulo-raises-75m-in-series-c-surpassing-35-million-appointments-scheduled/" type: "newsPost" title: "Skedulo Raises $75M in Series C Surpassing 35 Million Appointments Scheduled" date: "2021-07-07" description: "July 7, 2021 (San Francisco) – Skedulo, the leader in deskless productivity software, today announced the company raised $75M in its series C, led by SoftBank Vision Fund 2*, and celebrated the booking of 35M appointments through its platform." lastmod: "2021-07-12" --- # Skedulo Raises $75M in Series C Surpassing 35 Million Appointments Scheduled Published July 7, 2021 · Updated July 12, 2021 _Softbank Vision Fund 2 leads $75M series C round to support Skedulo’s continued global growth_ **July 7, 2021 (San Francisco) **– [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, today announced the company raised $75M in its series C, led by SoftBank Vision Fund 2*, and celebrated the booking of 35M appointments through its platform. Skedulo serves deskless workers who are not in a traditional office setting, representing 80% of the workforce and 2.7B people worldwide. With less than 5% of software investments focused on this segment, the market is largely underserved despite 76% of companies expecting a double-digit increase in deskless workers in the next year. Skedulo’s deskless productivity cloud allows companies to manage, engage and analyze deskless workers across a wide variety of industries, including healthcare, utilities, solar, non-profits, public sector, construction and more. Over the last three years, Skedulo has seen their annual recurring revenue increase 400%, and has expanded its global reach with partnerships all over the world. With the most recent investment, Skedulo will continue to develop and scale its platform, expand internationally and champion deskless workers across key industries. “Throughout 2020, Skedulo helped frontline and deskless workers do their jobs more efficiently and effectively so they could focus on their roles - from mobile phlebotomists and vaccine administrators to solar technicians and commercial cleaning professionals,” said Skedulo CEO Matt Fairhurst. “This year proved the significant need for deskless scheduling and productivity technology worldwide, and we will leverage the latest funding to continue to push the limits of innovation.” Skedulo played a critical role in the fight against COVID-19, first assisting frontline workers with COVID-19 testing, having been selected by BioReference Laboratories, an OPKO Health company,[ to co-create a high capacity scheduling solution](https://www.skedulo.com/news/skedulo-for-bioreference-laboratories-wins-2020-21-cloud-award/), and then with the vaccination rollout, partnering with governments globally like the country of New Zealand, the province of Ontario, and several U.S. states - including California, Maine, Maryland, North Carolina, Ohio and more. “We needed an efficient, agile and frictionless platform to optimize our patient-centric experience,” said Vinny Pacione, Vice President, Consumer Technology and Digital Solutions at BioReference Laboratories. “Leveraging Skedulo’s technology helped us provide COVID-19 testing for millions of patients across the country and significantly reduced patient wait-time. By co-creating a solution with Skedulo, we were able to scale our operations to meet the growing patient demand.” Working in partnership with Accenture and Salesforce, Skedulo supported its home state in the fight against COVID, through both volunteer management and scheduling vaccination appointments for the state’s [My Turn](https://myturn.ca.gov/) program. Today, California has among the lowest transmission rates in the U.S., and more than 70% of adult citizens have at least received the first dose of the vaccine. “The pandemic dramatically accelerated the adoption of digital services for workers across many industries, including those who don’t work in a traditional office setting. Powered by AI and machine learning, Skedulo’s cloud-based software helps enterprises increase productivity by enabling them to intelligently manage and support deskless workforces,” said Priya Saiprasad, Partner at SoftBank Investment Advisers. “We are pleased to partner with Matt and the Skedulo team to support their ambition of becoming the new standard for deskless workforce productivity.” For more information about Skedulo, please visit [http://skedulo.com/](https://www.skedulo.com/). [Read the article at prweb.com](https://www.prweb.com/releases/skedulo_raises_75m_in_series_c_surpassing_35_million_appointments_scheduled/prweb18054572.htm) **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 35 million appointments worldwide. The company has secured over $115 million in funding to date, led by Softbank, Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. For more information, please visit www.skedulo.com, or our blog, @Skedulo, Facebook and LinkedIn pages. ### --- --- url: "https://www.skedulo.com/news/skedulo-releases-capacity-based-appointment-booking-service-for-health-agencies-on-the-frontline-battling-covid-19/" type: "newsPost" title: "Skedulo Releases Capacity-Based Appointment Booking Service for Health Agencies on the Frontline Battling COVID-19" date: "2020-05-05" description: "The offering will be available for free through the summer on Salesforce AppExchange, enabling organizations to streamline scheduling at COVID-19 testing centers May 5, 2020 (San Francisco, CA) — Skedulo, a leader in deskless productivity software, today announced the availability of a free managed…" lastmod: "2020-05-05" --- # Skedulo Releases Capacity-Based Appointment Booking Service for Health Agencies on the Frontline Battling COVID-19 Published May 5, 2020 _The offering will be available for free through the summer on Salesforce AppExchange, enabling organizations to streamline scheduling at COVID-19 testing centers_ **May 5, 2020 (San Francisco, CA)** — [Skedulo](https://www.skedulo.com/), a leader in deskless productivity software, today announced the availability of a free managed package for health agencies working to combat COVID-19. The offering is available on Salesforce AppExchange, the world’s leading enterprise cloud marketplace, to help healthcare organizations efficiently manage requests, appointment schedules and testing sites. It will be available for free now through the end of summer. The newly released booking and appointment management system helps balance appointment demand with capacity and was developed directly for testing sites that have already gone live with the solution. Its capabilities include: - Scheduling patient testing appointments, alerting an individual of nearby locations based on site capacity - Controlling and triaging patient queues, overbooking and arrival times - Providing insights into location capacity, demand and wait times, improving staffing and logistics - Automating appointment detail messages, including instructions, times and what to expect upon arrival - Simplifying check-ins and keeping both workers and patients safe with no-contact patient check-in, via QR code “Health organizations have been overwhelmed by the need for COVID-19 testing and have struggled with this unprecedented surge of appointment requests and traffic,” said Matt Fairhust, founder and CEO of Skedulo. “As a leader in scheduling and organization, we saw this as an opportunity where we could lend our expertise and technology to assist in battling the pandemic. As a result, we’re offering this scheduling queue capability free of charge for organizations and government institutions.” COVID-19 testing sites are susceptible to long wait times and disorganization due to the sheer number of people needing to be tested. Skedulo’s managed package can reduce the administrative burden placed on hospitals, government entities, biomedical organizations and lab and diagnostics groups that are working test sites at this critical time. It can free up resources to focus on what really matters, the health of their patients and staff. Skedulo’s managed package is currently available here on Salesforce AppExchange: [https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FZ8g2UAD](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FZ8g2UAD) “We are proud to see Skedulo innovating to support customers and enable healthcare organizations to streamline COVID-19 testing through their app," said Woodson Martin, GM of Salesforce AppExchange. "It’s inspiring to see our partners innovating rapidly to help customers through this challenging time." ### **About Salesforce AppExchange** Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 listings, 7.5 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses. **Additional Resources** - Like Salesforce on Facebook: [http://www.facebook.com/salesforce](https://www.facebook.com/salesforce) - Follow Salesforce on Twitter: [https://twitter.com/salesforce](https://twitter.com/salesforce) - Become a fan of Skedulo: [https://www.facebook.com/skedulo/](https://www.facebook.com/skedulo/) - Follow Skedulo on Twitter: [https://twitter.com/Skedulo](https://twitter.com/Skedulo) Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc. **About Skedulo** Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled over 160 organizations, including The American Red Cross, Easterseals Bay Area, and Sunrun to seamlessly schedule and service more than 5 million appointments around the globe. Skedulo’s leading Deskless Productivity Cloud solution empowers organizations to manage, engage and analyze their deskless workforce and is built to integrate with business-critical systems including Salesforce, Zendesk, ServiceNow, Workday, Epic Systems, and multiple electronic health record (EHR) solutions through a partnership with Bridge Connector. The company has secured more than $40 million in funding to date, led by M12, Costanoa Ventures, and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or our blog, @Skedulo, Facebook and LinkedIn pages. [Read the article at PRWeb.com](https://www.prweb.com/releases/skedulo_releases_capacity_based_appointment_booking_service_for_health_agencies_on_the_frontline_battling_covid_19/prweb17098355.htm) --- --- url: "https://www.skedulo.com/news/skedulo-releases-new-and-enhanced-solutions-announces-partnership-network-and-marketplace/" type: "newsPost" title: "Skedulo Releases New and Enhanced Solutions, Announces Partnership Network and Marketplace" date: "2022-07-22" description: "With solutions designed with the deskless workforce in mind, Skedulo propels its offerings to new heights as it expands its Deskless Productivity ecosystem." lastmod: "2022-07-22" --- # Skedulo Releases New and Enhanced Solutions, Announces Partnership Network and Marketplace Published July 22, 2022 _With solutions designed with the deskless workforce in mind, Skedulo propels its offerings to new heights as it expands its Deskless Productivity ecosystem_ **SAN FRANCISCO (July 26, 2022) – **[Skedulo](https://www.skedulo.com/), a provider of cloud-based productivity software, has released three new and enhanced solutions to better serve public sector, field sales and services and healthcare industries. As Skedulo pioneers deskless work with the first platform built specifically for the deskless workforce, its new and enhanced solutions include: Scheduling for Public Sector Solutions, Scheduling for Healthcare Therapy and Scheduling for Field Sales and Service. “Skedulo is consistently making state-of-the-art advances in productivity technology and we’re extremely proud to offer these solutions and a partner ecosystem to our customers,” said Matt Fairhurst, CEO of Skedulo. “With these additions to the Skedulo Pulse Platform™ on the Skedulo Deskless Productivity Cloud, we are on track to achieve our goal to support deskless workers, an underserved workforce that makes up 80% of the global workforce.” The solution updates are as follows. Additional information is available on [Skedulo’s blog](https://www.skedulo.com/blog/evolving-deskless-productivity/). - [**Scheduling for Healthcare Therapy**](https://www.skedulo.com/industries/healthcare-human-services/community-nursing-allied-health/): To support occupational, mental, physical, speech or any other therapy, this new solution allows users to incorporate authorization periods, travel time, availability, qualification matching, preferences and hours worked. - [**Scheduling for Public Sector Solutions:**](https://www.skedulo.com/industries/public-sector/) This solution simplifies complex, mobile work and constituent scheduling for government entities. With these capabilities, those in the government sector can now schedule for constituents to visit government entities, government entities to visit constituents and for constituents to book assets. - **[Scheduling for Field Sales and Service](https://www.skedulo.com/product/field-scheduling/):** Strengthening this popular solution’s optimization power, Skedulo has enhanced its purpose-built scheduling and route optimization solution to help users better manage and engage their deskless workers and customers. Users are now able to minimize worker travel and drive time through travel time estimates based on historical traffic information. This new optimization feature will reduce serious employee engagement and retention hurdles; creating happier and more productive employees. Using Skedulo’s solutions, Solace Pediatric Home Healthcare, the largest provider of its kind in the Western United States, serving Colorado, Arizona, Nevada, Washington, Oregon, California and Idaho, has grown impressively to more than 6,000 patient visits per week and 700 clinicians. With a sharp focus on scalable growth, Solace chose Skedulo to solve the pain of optimally matching clinicians to patients, scheduling appointments and helping manage pediatric care delivered in the home. “Giving our mobile clinicians options and control over how they spend their time is part of our strategy for recruiting and retaining the best pediatric clinicians in the state,” said Darcie Peacock, CEO of Solace Pediatric Home Healthcare. “In healthcare, you have fewer resources that you need to do more with, so building efficiency is a top priority for everybody. With Skedulo, Solace has transformed how it engages with its patients and supports its mobile clinicians. This means faster and more accurate communication with families, reduced administrative burden on clinicians and less time spent driving.” In addition to announcing industry solutions, Skedulo is also introducing the expansion of its partner ecosystem, including System Integrators (SIs), Independent Software Vendors (ISVs), and Go To Market Partners (GTM). Today’s announcement includes the introduction of the Skedulo Marketplace, an online destination featuring tailored applications and extensions made available by Skedulo and third-party ISVs who are building on the Skedulo Pulse Platform™. “We applaud Skedulo taking a platform approach to increase productivity across the deskless workforce,” said eduMe Founder and CEO Jacob Waern. “Deskless work requires training and technology that can easily be tailored to fit the way organizations operate, and in the flow of their everyday work. We're delighted to see eduMe’s training solution embedded into the Skedulo Pulse Platform™. This will enable high-impact training just at the right time, without frontline workers needing to adapt to any new systems. Skedulo is blazing a trail for the shape of things to come.” The partner network announced today includes System Integrators: Accenture, Deloitte, Destined (a Media.Monks company), OSI Digital, RK Rivera, Simplus, Swan Technology Solutions, Tquila, Viseo; Go To Market Partners: ADP, Amazon Web Services (AWS), Carahsoft, DocuSign, Lumary, SAP, Salesforce, UKG, Zendesk; and Independent Software Vendors: Ask Nicely, eduMe and Voicebrain. “Developing this marketplace is a logical and exciting next step of Skedulo’s Pulse Platform™ journey. These new solutions and enhancements wouldn’t be possible without the growing partnership network we’ve cultivated over the years. We’re thrilled to have the support from such strong partners to assist our customers in being able to do their best work,” said Fairhurst. For more information on Skedulo’s solutions and partner ecosystem, visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. The Skedulo Pulse PlatformTM helps enterprises intelligently manage, schedule, dispatch and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL and Sunrun, to seamlessly schedule and service over 35 million appointments worldwide. The company has secured over $120 million in funding to date, led by Softbank, Microsoft’s venture firm M12, Costanoa Ventures and Blackbird. For more information, visit [www.skedulo.com](https://www.skedulo.com/) or follow @Skedulo on Facebook and LinkedIn. **Contact: **Megan Gasper Walker Sands megan.gasper@walkersands.com --- --- url: "https://www.skedulo.com/news/skedulo-research-finds-76-of-technology-decision-makers-agree-deskless-workers-have-been-overlooked-by-traditional-software-providers/" type: "newsPost" title: "Skedulo research finds 76% of technology decision makers agree deskless workers have been overlooked by traditional software providers" date: "2020-08-05" description: "86% of respondents agree their business would benefit from a deskless productivity platform. August 6, 2020 (San Francisco, CA) — Skedulo, the leader in deskless productivity software, today released a research report titled “Solving the Software Gap for the Growing Community of Deskless Workers.”…" lastmod: "2020-08-05" --- # Skedulo research finds 76% of technology decision makers agree deskless workers have been overlooked by traditional software providers Published August 5, 2020 _86% of respondents agree their business would benefit from a deskless productivity platform._ **August 6, 2020 (San Francisco, CA)** — [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, today [released a research report](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/) titled “Solving the Software Gap for the Growing Community of Deskless Workers.” The report highlights how deskless workers, defined as remote and mobile employees who don’t work in a traditional office setting, are highly underserved by existing technology providers still focused on desk-based work. The deskless workforce, which consists of 2.7 billion people and makes up [80% of the global workforce](https://venturebeat.com/2018/09/08/the-deskless-workforce-a-massive-opportunity-for-entrepreneurs/), will continue to grow despite the current economic situation, as two-thirds of respondents stated in the study. As it stands today, many workers in the field don’t have the tools they need to adequately complete their jobs, with 86% of respondents agreeing the productivity and effectiveness of their deskless workers is hindered by having to juggle multiple apps. The top 3 reasons respondents would invest in a deskless productivity platform are to boost productivity, improve communication, and enhance the employee experience. “With deskless workers making up such a large portion of the workforce and being overlooked by technology developers, there are a lot of inefficiencies,” said Matt Fairhurst, CEO of Skedulo. “Because this area of the workforce is significantly underserved, we introduced the Deskless Productivity Cloud earlier this year, which is the industry’s first dedicated, cloud-based solution that empowers organizations to manage, engage and analyze their deskless workforce.” This research further points to the need for technology suppliers to create tools that cater to the deskless workforce, which has become more evident in the last few months as frontline workers battle COVID-19. Solutions like Skedulo’s [capacity-based booking software](https://www.skedulo.com/news/skedulo-releases-capacity-based-appointment-booking-service-for-health-agencies-on-the-frontline-battling-covid-19/), can help businesses better serve their users because they are designed for specific operational needs. For example, BioReference Labs deployed capacity-based booking software to simplify the scheduling process for COVID-19 testing, which has enabled them to create a streamlined and safe testing procedure that has boosted efficiency and enabled them to complete more patient tests. The “Solving the Software Gap for the Growing Community of Deskless Workers” study was completed in the midst of the COVID-19 pandemic by [Pulse](https://home.pulse.qa/), a social research platform with over 20,000 technology executives in its research community. Pulse surveyed more than 100 technology decision-makers to better understand the current state of the deskless workforce, the technology used to serve deskless workers, the effectiveness of tools being used by deskless workers, and their technology stacks. Respondents were director level and above across small, medium, and large size companies. “The results of the survey overwhelmingly indicate that technology isn’t as advanced as it needs to be in this area of the workforce, and this trend will only get worse if technology doesn’t catch up, especially as the workforce continues to grow,” Fairhurst added. “These results shine light on a fast growing yet forgotten segment of the market. We expect more tech leaders in the industry will join Skedulo in its focus on serving companies managing large deskless workforces.” To learn more about Skedulo and the future of Deskless Productivity, visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo** Founded in 2013, headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom, Skedulo has enabled over 160 organizations, including The American Red Cross, DHL, and Sunrun to seamlessly schedule and service more than 5 million appointments around the globe. Skedulo’s leading Deskless Productivity Cloud solution empowers organizations to manage, engage and analyze their deskless workforce and is built to integrate with business-critical systems including Salesforce, Zendesk, ServiceNow, Workday, Epic Systems, and multiple electronic health record (EHR) solutions through a partnership with Bridge Connector. The company has secured more than $40 million in funding to date, led by M12, Costanoa Ventures, and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or our blog, @Skedulo, Facebook and LinkedIn pages. **About Pulse** Pulse is a social research platform and interactive community that’s reimagining innovation decision-making for the rapidly changing business world. Pulse combines the best parts of survey, research, and professional networking to democratize information: providing real data, from real people, in real time. Currently a platform with over 20k highly engaged CIOs and CISOs, Pulse brings business leaders together in an exclusive, verified community to share information and ideas, and collaborate on the next frontiers of innovation. Download the Pulse Q&A app, or learn more at [home.pulse.qa](https://home.pulse.qa/). [Read the article at PRWeb.com](https://www.prweb.com/releases/skedulo_research_finds_76_of_technology_decision_makers_agree_deskless_workers_have_been_overlooked_by_traditional_software_providers/prweb17305203.htm) --- --- url: "https://www.skedulo.com/news/skedulo-research-finds-job-satisfaction-down-and-nearly-a-third-of-frontline-workers-affected-by-covid-19/" type: "newsPost" title: "Skedulo research finds job satisfaction down and nearly a third of frontline workers affected by COVID-19" date: "2020-11-09" description: "Respondents say they’re working longer hours and have more work due to their companies’ actions as a result of COVID-19 November 9, 2020 (San Francisco) – Skedulo, the leader in deskless productivity software, today released a research report titled “The 2020 State of Work Report — Defining a New N…" lastmod: "2020-11-09" --- # Skedulo research finds job satisfaction down and nearly a third of frontline workers affected by COVID-19 Published November 9, 2020 ###### _Respondents say they’re working longer hours and have more work due to their companies’ actions as a result of COVID-19_ **November 9, 2020 (San Francisco)** – [Skedulo](https://www.skedulo.com/), the leader in deskless productivity software, today released a research report titled “[The 2020 State of Work Report — Defining a New Normal Amid COVID-19.](https://www.skedulo.com/learn/deskless-workers/)” The report highlights the effects of COVID-19 on desk-based workers — those in traditional office settings — and their deskless counterparts — remote and mobile employees — finding that both are working longer hours and worry about the risks associated with either being on the frontline or returning to the office. With every job affected by the pandemic in some way, the research looked at the challenges that both desk-based and deskless workers face, as well as how they perceive their jobs going under the current circumstances. One of the key findings of the study found that nearly 33% of deskless workers have either been infected with COVID-19 or know someone who has, which is higher than the [national average](https://www.cdc.gov/coronavirus/2019-ncov/covid-data/covidview/index.html). However, executives of both segments of the workforce are working as hard as they can to prevent potential exposure, as many have instituted work-from-home policies or enacted new regulations like wearing a mask or social distancing. Outside of the health concerns, workers say that their jobs have become more difficult (58%) — with deskless (31%) and desk-based (38%) saying working more hours is the main reason why. “The results of this study overwhelmingly showed that no matter if workers are desk-based or deskless, they’re feeling the effects and facing the challenges since the onset of the pandemic in March of 2020,” said Matt Fairhurst, CEO and co-founder of Skedulo. “We’re seeing that employees are working more hours than normal and work has become more difficult due to a few factors, which overall is leading to job satisfaction levels to dip. This is concerning for employers and could result in higher levels of burnout” The research found COVID-19 is also having a customer-facing impact. Both deskless and desk-based workers reported productivity decreases, and field workers added that they’ve been unable to deliver the same level of customer service as they were prior to the pandemic. However, employers tried to mitigate the challenges by turning to technology, specifically to assist those on the frontlines. Nearly ¾ deskless workers (73%) said their employers implemented new technology as a reaction to the pandemic, which resulted in 80% of respondents feeling like they have the tools necessary to complete their jobs. There are reasons to be optimistic though. Executives realize that technology is one of the tools helping combat the effects workers are feeling. This investment could help boost employee productivity and make it easier for them to complete their jobs. But there’s still room for further improvement. “CIOs’ investment in technology and decisions around the pandemic have proved beneficial, as workers recognize that their employers are trying hard to protect their health and help ease the difficulties caused by work,” Fairhurst added. “Further investments in technology could contribute to overcoming more of the challenges presented by COVID-19. This study reinforces that message and offers reasons to be optimistic about the future of work for both deskless and desk-based workers.” This new research comes on the heels of the release of Skedulo’s “[Solving the Software Gap for the Growing Community of Deskless Workers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/)” study in August, which specifically analyzed the lack of software tools dedicated to the deskless workforce, which consists of 2.7 billion people and makes up [80% of the global workforce](https://venturebeat.com/2018/09/08/the-deskless-workforce-a-massive-opportunity-for-entrepreneurs/). In that study, two-thirds of respondents said they expect the deskless workforce will continue to grow despite the current economic situation. Together, the two studies show that investing in technology could help solve the unique challenges that the deskless workforce faces, both those that were around before the pandemic and those that arose during the pandemic. To learn more about Skedulo and the future of Deskless Productivity, visit [www.skedulo.com](https://www.skedulo.com/). ### **About Skedulo** Founded in 2013, Skedulo is headquartered in San Francisco and with offices in Australia, Vietnam, and the United Kingdom. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 5 million appointments worldwide. The company has secured over $40 million in funding to date, led by Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. For more information, please visit [www.skedulo.com](https://www.skedulo.com/), or our blog, @Skedulo, Facebook and LinkedIn pages. **About Pulse** Pulse is a social research platform and interactive community that’s reimagining innovation decision-making for the rapidly changing business world. Pulse combines the best parts of survey, research, and professional networking to democratize information: providing real data, from real people, in real time. Currently a platform with over 20k highly engaged CIOs and CISOs, Pulse brings business leaders together in an exclusive, verified community to share information and ideas, and collaborate on the next frontiers of innovation. Download the Pulse Q&A app, or learn more at [home.pulse.qa](https://home.pulse.qa/). [Read the article at prweb.com](https://www.prweb.com/releases/skedulo_research_finds_job_satisfaction_down_and_nearly_a_third_of_frontline_workers_affected_by_covid_19/prweb17530583.htm) --- --- url: "https://www.skedulo.com/news/skedulo-twice-named-momentum-leader-in-field-service-management-by-technology-review-site-g2/" type: "newsPost" title: "Skedulo Twice Named Momentum Leader in Field Service Management by Technology Review Site G2" date: "2019-12-18" description: "Skedulo again has been named a Momentum Leader in the Winter 2020 G2 Grid® for both the Workforce Management & Field Service Management categories." lastmod: "2019-12-18" --- # Skedulo Twice Named Momentum Leader in Field Service Management by Technology Review Site G2 Published December 18, 2019 December 18, 2019 (San Francisco) -- Skedulo, the platform for intelligent mobile workforce management, has been twice named the [#1 Momentum Leader for Field Service Management](https://www.g2.com/reports/momentum-grid-report-for-field-service-management-winter-2020?featured=skedulo&secure%5Bgated_consumer%5D=17a62cf6-548e-4f6b-a38e-d99a4c40b181&secure%5Btoken%5D=ae96578656579a68acee11910cb081cde0b38ec6a8cd3020a988a97c665c0cac&utm_campaign=gate-773972) and the #3 Momentum Leader for Workforce Management by G2, the world’s leading B2B technology review platform. Furthermore, Skedulo also was again designated as a Leader in the Winter 2020 G2 GridⓇ Reports for Workforce Management and Field Service Management. "Skedulo has received the highest Momentum Grid Score in G2's Fall 2019 and Winter 2020 Momentum Grid Reports for Field Service Management," said Kara Kennedy, Market Director at G2. "This high distinction is due to Skedulo’'s reviewer satisfaction, coupled with an indication of year-over-year growth for key indicators such as company size, review growth, and web presence growth." “Thank you to all of our customers who have shared their experiences and feedback on G2,” said Matt Fairhurst, CEO of Skedulo. “We appreciate your partnership in building the leading solution for mobile workforce management. Being named the number one Momentum Leader is an honor that we share with all of you.” Skedulo’s recognition as a Momentum Leader is based on the high ratings received from its customers on G2 and an increase in volume of reviews. Skedulo’s customers–more than 150 companies across the U.S., Australia, and the UK–report meaningful results to their businesses as well as high levels of user satisfaction with the category-leading product. [Read the article at PRNewswire.com](https://www.prweb.com/releases/skedulo_twice_named_momentum_leader_in_field_service_management_by_technology_review_site_g2/prweb16796445.htm) --- --- url: "https://www.skedulo.com/news/skedulos-28m-series-b-funding-round-led-by-m12/" type: "newsPost" title: "Skedulo's $28M Series B Funding Round Led by M12" date: "2019-03-20" description: "Skedulo is thrilled to announce the closing of our $28M Series B Funding round led by M12, with returning investors Blackbird and Costanoa Ventures. \"Skedulo plans to use the funds to increase headcount by 118 percent across its four offices, including adding 60 new employees to its Australian offi…" lastmod: "2019-03-20" --- # Skedulo's $28M Series B Funding Round Led by M12 Published March 20, 2019 Skedulo is thrilled to announce the closing of our $28M Series B Funding round led by M12, with returning investors Blackbird and Costanoa Ventures. "Skedulo plans to use the funds to increase headcount by 118 percent across its four offices, including adding 60 new employees to its Australian offices in Brisbane and Sydney. Skedulo will continue to advance its Mastermind™ intelligence engine, a powerful solution that automates and optimizes the matching of available and qualified employees to customer needs within the context of the company's priorities." "Since day one, Skedulo has been focused on helping companies overcome the significant challenges of managing their deskless workforce. This is an increasingly complex problem that impacts billions of mobile workers across millions of enterprises worldwide," says Matt Fairhurst, CEO and co-founder of Skedulo. [Read the article at PRNewswire.com](https://www.prnewswire.com/news-releases/skedulo-raises-28-million-in-series-b-funding-round-led-by-m12-300815407.html) --- --- url: "https://www.skedulo.com/news/skedulos-matt-fairhurst-on-the-future-of-healthcare/" type: "newsPost" title: "Disruptor Daily: Skedulo's Matt Fairhurst on \"What’s The Future Of Healthcare?\"" date: "2019-07-23" description: "Matt Fairhurst shares his thoughts on the future of healthcare and how technology can help solve common challenges in healthcare." lastmod: "2019-08-06" --- # Disruptor Daily: Skedulo's Matt Fairhurst on "What’s The Future Of Healthcare?" Published July 23, 2019 · Updated August 6, 2019 Our CEO, Matt Fairhurst, shares his thoughts with Disruptor Daily on what the future of healthcare looks like. _“The biggest change in U.S. healthcare in the next few years will be driven by the need to grapple with the shortage of clinicians while finding ways to better serve savvier patients,”_ says Fairhurst. Read the full story with Disruptor Daily [here](https://www.disruptordaily.com/future-of-healthcare/). If you want to hear more about what we think regarding the impact technology will have on healthcare, read [here](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/). --- --- url: "https://www.skedulo.com/platform/ai-scheduling-operations/" type: "page" title: "AI Agents" description: "AI agents that handle scheduling dispatch, configuration, mobile workflows, and custom development, so your team focuses on what matters." lastmod: "2026-04-28" --- # AI Agents _2026 Platform · 4 AI Agents Now Live_ ## Scheduling frontline workers now automated, optimized & built to scale. AI agents that handle dispatch, configuration, mobile workflows, and custom development, so your team focuses on what matters. - **65M+** — Appointments scheduled - **500+** — Enterprise customers - **~50%** — Lower cost of implementation - **40+** — Releases since 2022 _For every role_ ## With AI agents, everyone gains superpowers. Skedulo's 2026 platform delivers measurable gains across every role in your organization. ### Executives Scalable growth, efficient operations, and better experiences for customers and employees. ### Admins Customize and go live at a fraction of the time and cost. No implementation project required. ### Developers Deliver custom functionality with the ease of vibe coding. Describe it, deploy it. ### Schedulers Eliminate dispatch bottlenecks at scale. AI handles routine assignments automatically. ### Frontline workers A mobile experience they actually love. Offline-ready, accessible, and built for the field. _2026 · AI Agents_ ## Four AI agents. Every operational blocker, removed. The 2026 platform shifts Skedulo from a scheduling tool to an autonomous operations system. ## SKEDULO AGENTS ### Scheduling Agent Evaluates millions of combinations in real time across skills, SLAs, and traffic, auto-confirming assignments and flagging only true exceptions to reduce scheduling effort and SLA misses. ### Developer Agent Describe features in plain language and the agent builds them, turning weeks of services work into hours. ### Admin Agent Natural-language configuration and automated provisioning cut implementation costs ~50%, enabling multi-site deployments in hours. ### Mobile Agent Admins describe the experience and the agent builds it, generating offline-ready forms and richer compliance capture without developers. ## SKEDULO INTELLIGENCE ### Algorithmic Scheduling Intelligently orchestrates resources across skills, SLAs, and capacity constraints, optimizing assignments and reducing manual scheduling complexity across your entire operation. ### AI Capabilities Leverages artificial intelligence to automate routine tasks, streamline workflows, and enable your teams to focus on strategic initiatives that drive business impact. ## SKEDULO PULSE PLATFORM ### Schema Adapt your data model to any workflow - build out any schema you need in minutes. ### Metadata Configure, extend, and go live at a fraction of the time and cost — clicks, not code. ### UI Role-tailored interfaces your schedulers and frontline workers actually love — built to drive adoption and scale. _Workday Partnership_ ## Skedulo is a Workday Innovation Partner Your HR and workforce data connected directly to field operations, one source of truth, zero manual exports. ### Bi-directional Sync Employee data flows automatically. No manual exports, no reconciliation spreadsheets. ### Cost Visibility Finance sees actual service delivery cost with visibility into costs across your field operations. ### Certified Reviewed and approved by Workday as a certified Innovation Partner. ### Zero Disruption Works alongside your existing Workday configuration. No migration, no rip-and-replace. _Then vs. Now_ ## The platform you paused on. The platform we deliver today. Every objection that stalled your evaluation has been addressed. _Innovation Timeline_ ## Every major release. 2022 – 2026. Four years of platform evolution. The full record, in order. ## See the new Skedulo. 30 minutes. Real product walkthrough. No sales scripts. A custom ROI model built for your operation. - Increase **customer satisfaction** by up to **68%** - Improve your **scheduling time** by **48%** - Increase **productivity** by **20%** - Increase **billable appointments** by **15%** --- --- url: "https://www.skedulo.com/the-strategic-role-of-ai-and-ai-agents-in-frontline-workforce-scheduling/" type: "page" title: "The Strategic Role of AI and AI Agents in Frontline Workforce Scheduling" --- # The Strategic Role of AI and AI Agents in Frontline Workforce Scheduling _FOR ENTERPRISE OPERATIONS LEADERS_ ## The Strategic Role of AI and AI Agents in Frontline Workforce Scheduling For enterprise operations leaders overseeing hundreds or thousands of mobile workers, intelligent scheduling is no longer a back-office function. It is a direct driver of revenue, workforce retention, and competitive advantage. ## Introduction Frontline and mobile workforces represent one of the largest and most complex operational investments for enterprise organizations. Whether in healthcare, utilities, telecommunications, or field services, companies rely on hundreds or thousands of workers to deliver services that directly impact revenue, customer satisfaction, and brand reputation. Yet scheduling and managing this workforce has remained one of the most persistent operational challenges in business. Static rule-based systems struggle to keep pace with real-time demand, workforce variability, and rising customer expectations. The gap between what is possible and what most organizations are achieving is significant, and the cost of that gap is measurable. Artificial intelligence and AI agents are fundamentally reshaping this landscape. By enabling intelligent scheduling, real-time decision-making, and adaptive workflows, AI is transforming workforce management from a logistical burden into a strategic capability. This guide explains how that transformation works, what it means for enterprise leaders making technology investment decisions, and how platforms like Skedulo are delivering it at scale today. ## 1. The growing complexity of frontline workforce scheduling Operations leaders managing large mobile workforces face a convergence of pressures that have intensified over the past several years: - Demand volatility: Service volumes shift faster than traditional scheduling tools can adapt, leaving organizations either understaffed in peak periods or carrying unproductive overcapacity in slow ones. - Workforce variability: Skills gaps, certification requirements, and the mix of permanent and contract staff create scheduling complexity that grows non-linearly with workforce size. - Rising customer expectations: The "Amazon Effect" has set a new baseline. Customers expect accurate arrival windows, real-time updates, and consistent service quality as standard, not premium. - Regulatory and compliance pressure: Labor law requirements, certification mandates, and industry-specific regulations must be enforced at the point of assignment, not managed retrospectively. - Fragmented systems: Most organizations are still coordinating mobile workforces across spreadsheets, email, separate dispatch tools, and HR systems that do not talk to each other. The result is inefficiency at scale. When a scheduling error affects one worker, it is a bad day. When that same error rate applies across 500 or 5,000 workers, the compounding effect creates chronic underutilization, missed appointments, overtime cost spikes, and SLA breaches that erode both revenue and customer relationships. According to McKinsey, organizations that digitize and intelligently optimize field operations can improve productivity by 20 to 30%. However, achieving that gain requires more than software deployment; it requires intelligence embedded into the scheduling process itself (McKinsey, "Digital Reinvention in Field Service," 2024). ## 2. From automation to orchestration: what AI agents actually do There is a meaningful distinction between scheduling automation and AI-driven scheduling orchestration that matters for enterprise buyers evaluating this category. Basic automation follows predefined rules. A rule-based system might assign the nearest available worker to an incoming job, or block an assignment if a required certification is missing. These are useful guardrails, but they do not optimize. They respond to conditions as they are, not as they are evolving. AI agents operate differently. Rather than executing a fixed ruleset, an AI agent continuously analyzes real-time data across workforce availability, job status, location, traffic, customer preferences, skill requirements, and business priority rules, then makes dynamic decisions that simultaneously serve multiple optimization objectives. It is the difference between a set of traffic lights and an adaptive traffic management system that models the whole city in real time. In practice, AI agents in workforce scheduling deliver several capabilities that rules-based systems cannot: - Continuous real-time optimization: Rather than building a schedule overnight or at a fixed point in the day, AI agents continuously re-evaluate assignment decisions as new information arrives, whether a cancellation, a traffic delay, or an urgent new job, and adjust the entire schedule simultaneously. - Multi-variable constraint handling: A human dispatcher can hold perhaps five or six variables in mind simultaneously. AI optimization engines evaluate dozens, including worker certifications, location, availability, job duration estimates, travel time, SLA windows, customer preferences, and labor compliance rules, across thousands of possible assignment permutations in seconds. - Proactive risk detection: AI agents can identify SLA breach risk before it materializes, flagging at-risk appointments hours in advance rather than after the fact, giving operations teams time to intervene. - Learning from outcomes: Over time, AI systems that observe actual field outcomes, such as whether job duration estimates were accurate, which routes performed as predicted, and which worker types achieved the highest first-time completion rates on specific job types, improve their predictions and recommendations continuously. ## 3. Intelligent scheduling as a revenue lever One of the most significant paradigm shifts AI enables for enterprise leaders is the move from treating scheduling as an administrative cost to recognizing it as a direct revenue driver. For example, a utility operator with 500 field technicians, each completing an average of six jobs per day, is running approximately 3,000 service events daily. If intelligent route and scheduling optimization enables each technician to complete one additional job per day, a conservative estimate based on typical travel-time reduction gains, that is 500 additional revenue events per day without a single additional hire. Annualized, that represents a fundamental shift in the organization's service capacity. ## 4. How Skedulo brings AI-driven field management to life Skedulo's approach to AI in workforce scheduling reflects a design principle that is central to the platform: complexity behind the scenes, simplicity for users. The goal is not to expose the AI layer to frontline workers or even to schedulers in the form of algorithmic complexity; it is to make the right scheduling decision appear obvious, because the AI has already done the analytical work. Skedulo's platform includes AI agents that help accelerate mobile workforce performance, from scheduling to job requirements to field service. ### Real-Time Adaptability in the Field One of the most operationally significant advantages of AI-driven field management is its capacity for real-time adaptation. Consider a scenario familiar to any large operations team: a high-priority job is added to the schedule mid-morning. In a traditional dispatch environment, a coordinator must manually identify which current assignments can absorb the disruption, communicate the changes, and manage the downstream effects across the rest of the day's schedule. With AI agents, the system evaluates all possible permutations instantly, identifying the optimal assignment with minimal disruption to existing commitments, updating schedules automatically, and communicating changes directly to frontline workers via their mobile devices. The dispatcher's role shifts from manual coordination to oversight and exception management, handling the genuinely complex human judgments that AI cannot and should not make, while leaving routine optimization to the system. This real-time adaptability is not incidental to the product. It is what makes intelligent scheduling a genuine operational resilience capability rather than just an efficiency improvement. ### The Mobile Workforce Experience AI-driven scheduling only delivers its full value if the optimization decisions made at the back end translate into a genuinely usable experience for frontline workers in the field. Skedulo's mobile app is designed around this reality. Frontline workers receive their optimized daily schedule, turn-by-turn routing, full job context, and real-time communications through a single mobile interface, designed to be usable in real field conditions, including remote environments with limited or no connectivity. Offline functionality is not a feature; it is a baseline requirement for utility technicians working at substations, healthcare workers visiting patients in areas with poor signal coverage, and field service teams operating in industrial environments. According to Skedulo's own research, frontline workers who have access to sufficient, high-quality technology are significantly more likely to report high job satisfaction (44%), rate their roles as flexible and autonomous (42%), and plan to remain with the organization for the next five years (35%). In competitive labor markets, the quality of the technology an employer provides to its frontline workforce is a retention factor, not just an operational one. ## 5. Managing enterprise risk at scale For organizations operating at scale, workforce management is also a risk management discipline. Poor scheduling decisions create a category of risk that is often underestimated because its effects are distributed and cumulative rather than concentrated. At enterprise scale, even a modest SLA breach rate, say 5% of appointments missed or delivered outside the contracted window, represents thousands of affected customers per month. The financial consequences include penalty clauses, reimbursement loss, and, in healthcare and public sector contexts, regulatory compliance failures. The reputational consequences accumulate more slowly but are structurally harder to reverse. AI-driven systems address enterprise risk across three dimensions: ### Compliance enforcement at point of assignment Certification and credential requirements are enforced by the scheduling engine itself, not checked after the fact. A worker without the required qualification for a specific job simply cannot be scheduled for it. In healthcare, this is patient safety. In utilities and electrical work, it is regulatory compliance. In any regulated environment, it is the difference between a clean audit and a significant liability. ### Real-time SLA monitoring Rather than discovering an SLA breach in the weekly report, AI-enabled platforms identify appointments at risk of breach hours in advance, while there is still time to redeploy resources, communicate with customers, or escalate appropriately. ### Audit trail and transparency Every scheduling decision, field activity, and job outcome is timestamped and logged in a format that supports both internal performance analysis and external compliance reporting. For regulated industries, this audit trail is what a compliance inspection requires and what a legal dispute demands. ## 6. The future: autonomous operations with human oversight The evolution of AI in field management is moving toward increasingly autonomous scheduling and dispatch operations, but this trajectory should not be read as a displacement of human judgment. The most sophisticated operations leaders understand that the goal is not to remove humans from the scheduling process, but to elevate their role from manual coordination to strategic oversight. Looking ahead, the most significant near-term developments in AI-driven field management are likely to be: - Demand forecasting integration: AI systems that connect scheduling optimization with forward-looking demand forecasting, allowing capacity planning decisions to be made weeks ahead rather than days, and dramatically reducing the reactive overtime and agency spend that characterizes organizations operating without predictive capacity models. - Multi-agent coordination: As AI agents become capable of coordinating across systems, including scheduling, parts and inventory management, customer communication, and financial reporting, the manual handoffs between these functions will be eliminated, closing the loop between field execution and financial outcome in real time. - Adaptive learning at scale: Scheduling models that continuously improve from field outcomes, building organizational knowledge about which assignment patterns produce the best first-time completion rates, customer satisfaction scores, and worker retention outcomes, and encoding those patterns into future scheduling decisions automatically. According to Gartner, by 2025, algorithms and AI agents are expected to schedule the majority of field service work for providers who have adopted automated optimization, a significant shift from less than 25% in 2019 (Gartner, Magic Quadrant for Field Service Management). Organizations that invest in AI-driven scheduling infrastructure today are not adopting an emerging technology. They are catching up to a standard that is already being set by their most operationally capable competitors. ## 7. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/platform/connected-workforce/" type: "page" title: "The Connected Workforce: What It Means for Frontline Workers Today and Tomorrow" description: "What a connected workforce means for frontline workers today and tomorrow — and the difference between field operations that scale and those that stall." --- # The Connected Workforce: What It Means for Frontline Workers Today and Tomorrow --- --- url: "https://www.skedulo.com/product/" type: "page" title: "Take your deskless workforce to new heights" description: "Learn how Skedulo’s intelligent platform helps you manage your mobile workforce, optimize scheduling, and engage with customers and employees to grow your business." lastmod: "2024-02-01" --- # Take your deskless workforce to new heights ## Take your deskless workforce to new heights One solution to intelligently manage and schedule your deskless workforce while delivering a best-in-class experience for employees, schedulers, business owners, and customers. ## Introducing the Deskless Productivity Cloud It can be complicated to manage your deskless workforce—but your employees and customers don’t need to know that. The Deskless Productivity Cloud from Skedulo allows any company in any industry to plan and engage with their deskless workforce. _Plan_ ## Schedule faster and smarter - Match skilled workers to highly complex work based on their unique skills, certifications and attributes via tagging - Visualize all or a subset of work in real-time across all stages, including pending allocation, pending dispatch, dispatched, ready, en route, on site, in progress, and complete - Control which workforce segments can accept work: offer work to the most qualified workers based on a range of attributes, prioritize less costly resources to save costs, or maximize workforce utilization _Engage_ ## Execute work more efficiently - Empower mobile workers with the Skedulo iOS & Android apps, enabling them to accept work offers, view work and client details, plan and execute work, document details, and communicate with colleagues both in the field and in offices - Enables workers to securely capture photos, field notes, surveys, signatures, and more on the go, making workers’ lives simpler while increasing retention, and ensuring SLAs are met _The Skedulo Pulse Platform™_ ## Extensible, flexible, scalable platform - [Extend your existing systems](https://www.skedulo.com/integrations/) and workflows with the high extensibility, flexibility, and configurability of the Skedulo platform - [Scale to meet complex use cases and extreme volumes of appointments](https://www.skedulo.com/enterprise/) across multiple sites, job types, worker types, and customer needs - [Protect data with security capabilities](https://www.skedulo.com/integrations/), including data encryption in flight and at rest as well as support for single sign-on (SSO), two-factor authentication, and user roles and permissions ## Bring the best of your organization ### Optimize Schedule smarter with Skedulo Mastermind. Automate complex scheduling by finding the right person, for the right work at the right place and time. More about Mastermind ### Analytics Connect disparate data and use included reporting capabilities to visualize, benchmark, and improve deskless workforce productivity. More about Analytics ### Messaging Communicate on-the-go and collaborate in real-time between mobile workers and office staff. More about Messaging ## Why businesses love Skedulo ### Operations Gain the [key insights required](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) to make strategic decisions ### Schedulers Transform the way you manage field work from [reactive to proactive](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) ### Deskless Workers Become engaged, enabled, informed, and [motivated to deliver](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-mobile-workers/) ## Crafted for the needs of large and complex teams > “Skedulo has really allowed us to scale. We had a drastic increase in our foothold and a drastic expansion and Skedulo was able to scale right there with us.” > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun ## On average, our customers experience... - **48%** — Reduction in time to schedule - **20%** — Increase in deskless worker productivity - **68%** — Increase in customer satisfaction (up to 68%) - **15%** — Increase in billable appointments ## See the Deskless Productivity Cloud for yourself --- --- url: "https://www.skedulo.com/demand-forecasting-for-workforce-scheduling/" type: "page" title: "Demand Forecasting for Workforce Scheduling" --- # Demand Forecasting for Workforce Scheduling _A STRATEGIC GUIDE FOR MOBILE WORKFORCE PLANNING_ ## Demand Forecasting for Workforce Scheduling How operations leaders use demand forecasting to eliminate capacity gaps, reduce overtime costs, and turn workforce planning from a reactive headache into a proactive competitive advantage. ## Introduction Most workforce planning problems are not scheduling problems. They are forecasting problems. When a healthcare provider finds itself scrambling to fill shifts on a Monday morning, or a utility operator sends three crews to a job that only needed one, the root cause is rarely a broken scheduling tool. It is an absence of reliable information about what demand will look like: which service volumes are coming, when they will arrive, and what kind of workforce capacity is required to meet them. Demand forecasting is the discipline that closes this gap. For organizations managing hundreds or thousands of frontline workers and mobile staff, the ability to anticipate service demand with enough lead time to build the right capacity is not a planning nicety. It is the operational foundation on which intelligent scheduling is built. Without it, even the most sophisticated scheduling engine is optimizing for a picture of demand that is already out of date. This guide explains what demand forecasting means in a mobile workforce context, how the maturity of your forecasting capability determines the upper limit of your scheduling quality, and what enterprise-grade forecasting and analytics look like in practice. ## 1. What Is Demand Forecasting in Workforce Scheduling? Definition Demand forecasting in workforce scheduling is the process of using historical service data, business patterns, and contextual signals to predict future service volumes and translating those predictions into the workforce capacity needed to meet them. In a mobile workforce context, it answers: how many frontline workers, with which skills, in which locations, will we need — and when? The definition matters because demand forecasting is frequently conflated with scheduling. They are related but distinct disciplines. Scheduling assigns the available workforce to specific jobs and appointments. Demand forecasting determines what the available workforce needs to be. Scheduling optimizes within constraints. Demand forecasting shapes the constraints themselves. For operations leaders, this means that investing in a better scheduling engine without investing in better demand forecasting is like buying a faster car without improving the navigation system. You will still arrive at the wrong destination, just more quickly. The ceiling on scheduling quality is determined by the quality of demand insight that feeds it. ### The specific forecasting questions that matter at scale At the level of an individual team or service territory, demand patterns are somewhat manageable by experience. At the scale of hundreds or thousands of mobile workers spread across regions, the complexity compounds in ways that human intuition cannot reliably track. The forecasting questions that enterprise operations leaders genuinely need answered are: - Volume forecasting: How many service appointments, jobs, or care visits will be required across each territory in the next day, week, or month? This is the base layer of all capacity planning. - Skill-mix forecasting: What certifications and competencies will be required to fulfill that volume? Predicting that 400 appointments are needed next Tuesday is only useful if the forecast also tells you that 80 of them require a specific clinical certification that only 30 staff members hold. - Geographic distribution: Where will demand be concentrated? Demand that is evenly distributed across a service area creates very different capacity needs than demand clustered in one territory on one day of the week. - Seasonal and cyclical patterns: Which demand spikes are predictable? Healthcare providers see predictable seasonal surges. Utilities face demand spikes aligned with weather events and infrastructure cycles. HVAC companies know that the first frost generates a predictable surge in heating calls. Forecasting these patterns in advance transforms reactive scrambling into proactive preparation. - Demand volatility: How much will actual demand deviate from the forecast? High-volatility demand environments require a different capacity buffer strategy than stable, predictable service volumes. What is Skedulo? ## 2. Why Demand Forecasting Is a Strategic Business Capability The business case for demand forecasting in mobile workforce operations is straightforward when you examine the cost of operating without it. Most organizations managing large frontline workforces experience a predictable set of symptoms when forecasting is inadequate: chronic understaffing in high-demand periods, overstaffing in quiet periods, excessive overtime costs, last-minute agency or contractor spend, missed SLAs, and a reactive scheduling culture that treats every week as a new emergency. These are not isolated operational inefficiencies. They are symptoms of a single root cause: the organization is building its workforce capacity against yesterday's demand rather than tomorrow's. ### The three business outcomes that forecasting directly drives ### Cost efficiency The most direct financial impact of demand forecasting is the reduction of reactive capacity spending. Organizations that plan capacity against a reliable demand forecast can hire and roster to need, rather than carrying permanent overcapacity to hedge against uncertainty or paying significant premiums for last-minute contract staff. Research from McKinsey indicates that organizations with mature workforce planning capabilities reduce labor cost overruns by 20–25% compared with those relying on reactive staffing approaches. ### Revenue and service capacity For service organizations — healthcare providers, field service companies, residential service businesses — unfulfilled demand is lost revenue. When a home health agency cannot staff a newly referred patient because it did not anticipate the surge in demand, that referral goes to a competitor. When a utilities operator cannot respond to an outage within SLA because the required crew was not rostered, contractual penalties apply. Demand forecasting converts service capacity from a reactive variable into a planned revenue driver. ### Staff experience and retention Frontline workers consistently report that schedule unpredictability and last-minute changes are among their primary sources of job dissatisfaction. Organizations that operate with chronic understaffing ask their best people to carry excessive workloads. Those that carry overcapacity subject staff to erratic hours and income uncertainty. Demand forecasting enables the stable, predictable scheduling that improves retention, which matters significantly when the cost of replacing an experienced frontline worker averages 30–50% of annual salary. ## 3. The Demand Forecasting Maturity Model Demand forecasting capability in mobile workforce operations exists on a maturity spectrum. Most organizations with large frontline teams are somewhere on this spectrum already, even if informally. Understanding where you sit is the first step to identifying the highest-value improvement. Most large organizations operating reactive or descriptive forecasting believe they are operating at level 3 or 4. The test is behavioral: if your operations team is still regularly surprised by demand surges, if overtime is being approved week-to-week rather than managed strategically, and if contractor spend spikes without planned triggers, you are operating at a lower maturity level than you think. The jump from level 2 (descriptive) to level 4 (predictive) is where the most significant business value is created, and it is also where the technology investment becomes essential. Pattern recognition at scale, across multiple service territories, skill types, and time horizons, requires an analytics infrastructure that manual processes cannot replicate. ## 4. The Data Inputs That Make Forecasting Reliable Demand forecasting is only as accurate as the data feeding it. For mobile workforce operations, the inputs that drive the highest-quality forecasts draw from several interconnected sources. ### Historical service data The foundation of any demand forecast is the organization's own service history: volume by territory, by job type, by day of week, by time of year. This data exists in every organization that has been operating for more than a year. The question is whether it is captured in a system that makes it queryable and analyzable, or distributed across spreadsheets, dispatch logs, and individual schedulers' institutional memory. Skedulo Analytics captures detailed operational data across every service event (volume, duration, skill requirements, geographic distribution, completion outcomes), creating the historical record that forecast models are built on. For organizations migrating from manual scheduling, the first six to twelve months of platform data are the highest-value byproduct of the deployment. ### External signals and leading indicators Historical patterns explain what demand looked like in the past. External signals help predict where patterns will deviate. The most useful signals vary by industry: - Healthcare and community services: Referral pipeline data, discharge rates, seasonal illness patterns, population demographic shifts, and funding body volume commitments. - Field services and utilities: Weather forecasts (temperature extremes drive HVAC and energy demand), planned infrastructure projects, equipment maintenance cycles, and regulatory inspection schedules. - Residential and home services: Property transaction volume, construction permit data, seasonal patterns, and marketing campaign calendars. - Telecommunications: New customer acquisition rates, network expansion project timelines, and scheduled equipment maintenance cycles. Organizations that incorporate external signals into their forecast models consistently outperform those relying on historical averages alone, particularly in managing the demand volatility that catches reactive operations flat-footed. ### Workforce supply data Demand forecasting is only operationally useful when it is matched against a reliable picture of workforce supply: which staff members will be available, with what skills and certifications, in which locations, on which days. Supply data that is stale — certifications that have lapsed, availability that reflects last month's patterns rather than next month's planned leave — will produce a capacity plan that looks accurate on paper but fails in execution. This is where the integration between forecasting analytics and the scheduling platform becomes critical. Skedulo maintains live worker profiles (skills, certifications, availability preferences, and location data) that are used directly by the scheduling engine and feed into capacity analysis within Skedulo Analytics. The result is a demand-to-supply picture that is always current, not retrospective. ## 5. From Forecast to Schedule: Closing the Loop The most common failure mode in workforce demand forecasting is not the forecast itself. It is the gap between the forecast and the scheduling decision. Organizations produce a demand forecast, distribute it as a report, and then watch dispatchers make scheduling decisions that ignore it because the scheduling tools and the forecasting tools are disconnected. Closing this loop — so that a demand forecast automatically informs the scheduling engine's capacity targets — is the design principle that distinguishes operationally mature organizations from those still running planning and execution as separate functions. ### What a closed-loop system looks like in practice - Demand forecast identifies a 30% volume spike in Territory A next Thursday based on historical patterns and confirmed referral pipeline increase - The analytics platform flags a capacity gap: current rostered staff in Territory A can cover 70% of the forecast volume - Operations leader receives a proactive alert — not a crisis call on Wednesday night — with options: adjust rosters, reallocate staff from adjacent territories, or activate contractor capacity - The scheduling engine is updated with the revised capacity targets, and Thursday's schedule is built against accurate supply and demand from the outset - Post-event, actual demand is compared against the forecast. Variance data feeds back into the model, improving the accuracy of the following week's forecast. This is what Skedulo Analytics is designed to enable: not a separate reporting module that generates dashboards, but an analytics layer that is integrated with the scheduling engine so that insights translate into operational actions without friction. The platform captures every data point from the service lifecycle, including travel time, time on site, skill utilization, completion rates, demand by territory and job type, and surfaces it in the operational context where decisions are being made. Signs your demand forecasting needs an upgrade - Your organization is regularly surprised by demand surges that, in hindsight, were predictable - Overtime is managed week-to-week rather than against a planned utilization model - Last-minute contractor or agency spend is a recurring budget line, not an exception - Scheduling decisions are made by individual dispatchers using experience rather than data - Post-event analysis reveals that actual demand matched historical patterns, but the forecast did not capture - Your forecasting and scheduling tools do not share data in real time ## 6. How Skedulo Analytics Supports Demand Forecasting Skedulo Analytics is the data and insights layer of the Skedulo platform, designed specifically for organizations managing large mobile workforces. It captures operational data across every stage of the service lifecycle and surfaces it in formats that operations leaders, schedulers, and finance teams can act on directly. - Workforce utilization dashboards: Live and historical views of utilization by territory, job type, and time period, enabling operations leaders to identify structural over- and understaffing patterns before they generate cost or service quality problems. - Demand trend analysis: Historical service volume analysis by territory, skill type, day of week, and season, providing the baseline data that demand forecasting models are built on. - Capacity gap identification: Automated comparison of forecast demand against rostered capacity, flagging gaps with enough lead time to act days or weeks in advance, not hours. - First-time completion rate tracking: Measurement of whether the right skill was available for each job type, informing both scheduling quality and future skill-mix forecasts. - Forecast vs. actual reporting: Post-period comparison of forecast demand against actual volume, with variance analysis that feeds back into forecast model accuracy over time. Skedulo Analytics does not operate as a standalone BI tool. It is integrated with the scheduling engine so that the insights it surfaces are actionable directly within the platform where scheduling decisions are made. For organizations already using Skedulo for intelligent scheduling, Analytics represents the forecasting intelligence layer that turns historical data into forward-looking capacity decisions. Skedulo customers using the full platform report an average 48% reduction in scheduling time and 20% improvement in workforce utilization; outcomes that reflect not just better scheduling optimization, but the improved demand visibility that makes proactive capacity planning possible. ## 7. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/field-service-knowledge-management/" type: "page" title: "Field Service Knowledge Management" --- # Field Service Knowledge Management _FIELD KNOWLEDGE FOR DESKLESS WORK_ ## Field Service Knowledge Management Equipping frontline and mobile workers with the right information, at the right moment, to complete every job with confidence. ## Introduction A home healthcare worker arrives at a patient's residence for a scheduled visit. The appointment is confirmed, the route was optimized, and they're on time. But when they arrive, there is no task checklist for this specific patient. The notes from the last visit, a concern flagged about a new medication interaction, are sitting in a coordinator's inbox back at the office. There is no record on hand of the patient's known allergies. The custom care instructions agreed upon with the family are in a binder that never made it into the mobile system. The worker has the skill and the compassion to deliver excellent care. What they don't have is the information they need to do it safely and completely. This scenario plays out thousands of times every day across healthcare, nonprofit, and mobile workforce organizations of all kinds. It isn't a training failure or a staffing problem. It's a knowledge management failure, and in patient-facing or client-facing contexts, the consequences extend well beyond operational inefficiency. Gaps in the information frontline workers carry into an appointment can affect care quality, client satisfaction, regulatory compliance, and, in some situations, safety. Field service knowledge management is the discipline of capturing, organizing, and delivering the information that deskless and mobile workers need to do their jobs effectively at the point of service: task checklists, customer and patient preferences, custom instructions, visit history, compliance requirements, and real-time communication with coordinators and supervisors. Critically, it also includes the ability for workers to capture new information in the field, through custom forms, photo uploads, and structured notes, that becomes shareable, reusable knowledge for every future visit. When it works, workers arrive prepared, deliver consistent and personalized service, and leave behind a richer record than they found. When it fails, the costs accumulate quietly in incomplete care, in compliance gaps, in senior workers carrying institutional knowledge that was never systematically captured. This guide covers what effective knowledge management for deskless workers requires, where most organizations fall short, and how modern mobile workforce platforms, specifically Skedulo's deskless worker capabilities, are closing the gap between the knowledge organizations hold and the knowledge their frontline workers can actually access when it matters most. ## 1. The Frontline Knowledge Gap: What It Costs and Why It Persists The information that frontline workers need to deliver excellent service almost always exists somewhere in the organization. Patient preferences have been documented. Custom care instructions were agreed upon with families. Visit histories were recorded. The problem is not that organizations lack this information but rather that it is fragmented across systems, formats, and individuals in ways that make it practically inaccessible to a worker arriving at an appointment with limited time and, in many care settings, limited or no cellular connectivity. A 2024 industry study found that deskless workers spend an average of 28 minutes per shift searching for information they need to do their jobs, such as calling coordinators for clarification, waiting on messages from colleagues, or working from incomplete records. Across a team of fifty mobile workers, that adds up to roughly 1,200 person-hours of wasted capacity every month. More significantly, knowledge gaps at the point of service are a primary driver of incomplete visits, care quality inconsistencies, and the need for follow-up contacts that could have been avoided with better information delivery. ### Why the Gap Persists Knowledge management for deskless workers is difficult for structural reasons that go beyond tool selection: - Critical knowledge lives in individuals, not systems. The most valuable information about a patient or client, e.g., their communication preferences, what worked well on the last visit, behavioral considerations that aren't in the formal record, often resides in the experience of workers who have visited before. It is passed on informally, if at all. - Documentation was designed for office environments. Care plans, checklists, and client records are frequently formatted for desktop use in dense documents or multi-tab systems that are genuinely difficult to navigate on a mobile device at the point of service. - Systems don't talk to each other. Patient preferences might live in a care management platform. Scheduling data in a workforce management system. Visit notes in an email thread. Custom instructions in a shared drive. No single interface gives a frontline worker a unified view of everything relevant to the appointment they're walking into. - Connectivity is unreliable. Healthcare facilities, residential settings, rural service areas, and community locations all create environments where cloud-based information access fails at the exact moment it is most needed. ## 2. What Frontline Workers Actually Need Onsite Effective knowledge management for deskless workers starts from a clear-eyed understanding of what someone actually needs at the point of service — not what is theoretically available in back-office systems, but what is genuinely useful when standing at a patient's door or a client's location, under time pressure, sometimes without connectivity, and always with a person's wellbeing or satisfaction depending on the outcome. The information that mobile workers need onsite falls into five categories: ### Task Checklists and Visit-Specific Instructions Before a worker begins a visit, they need a structured task checklist tailored to the specific patient or client; not a generic template, but a list that reflects what this person needs, in what order, with what considerations. In healthcare, this includes care tasks, medication reminders, mobility assistance protocols, and safety checks. In community services or nonprofit settings, it might include eligibility verification steps, program-specific activities, or required observations. Standardized checklists ensure quality and consistency; customized ones ensure relevance. ### Patient and Customer Preferences and Custom Instructions Effective service delivery is personalized. A healthcare worker needs to know that a patient prefers not to be rushed through morning routines, that a specific approach works better for a client with a cognitive impairment, or that a family has requested updates be communicated through a particular contact. In clinical contexts, custom instructions may include dietary restrictions, contraindicated activities, or guidance agreed upon with a physician. This information needs to be visible before the worker begins and not discoverable only after something goes wrong. ### Medical and Safety-Critical Details In healthcare and related care settings, some information is not just operationally useful; it is safety-critical. Known allergies, current medications, contraindications, fall risk classifications, and behavioral health considerations must be accessible to every worker visiting a patient, regardless of whether they've visited before. A worker arriving without awareness of a patient's allergy to a commonly used product, or without knowing that a medication change was made at the last appointment, is not fully equipped to deliver safe care. Knowledge management in these contexts is a patient safety issue, not only a workflow issue. ### Visit History and Prior Notes Context accumulated across previous visits is among the most valuable information a frontline worker can carry into an appointment. What was the patient's mood and condition last time? Was a concern flagged that needs follow-up? Did the previous worker note a change in circumstances that the coordinator should know about? When this information is captured consistently and made accessible through a mobile interface, every visit benefits from the institutional knowledge built by every visit that came before it. ### Real-Time Communication with Coordinators and Supervisors No checklist or set of instructions anticipates every situation. The ability for a frontline worker to reach a coordinator, a clinical supervisor, or a peer instantly, through in-app messaging rather than phone calls that interrupt both parties, is the safety net that covers the gap between what knowledge management systems can deliver and what informed human judgment still needs to provide. When that communication is attached to the relevant visit record, it also creates a traceable log of decisions made in the field. Solace Home Healthcare Streamlines with Skedulo ## 3. How Modern Platforms Bridge the Knowledge Gap Closing the knowledge gap for deskless workers requires more than digitizing existing documents. It requires a platform built around the realities of mobile work: variable connectivity, the need to access and capture information quickly, and the expectation that every piece of context relevant to a visit is surfaced in a single interface rather than scattered across five different systems. Skedulo is purpose-built for this challenge. As a mobile workforce management platform serving enterprise-scale healthcare, nonprofit, and field service organizations, Skedulo delivers knowledge to deskless workers through a mobile app designed around the conditions they actually work in and not the conditions back-office system designers assume they face. ### Task Checklists, Customer Preferences, and Custom Instructions — Delivered at the Point of Service Skedulo arms frontline workers with everything they need for each specific visit through a single mobile interface: the task checklist for this patient, the custom instructions agreed upon with the family, the preferences recorded from prior visits, and any clinical or care-critical details that must be visible before work begins. Workers don't navigate between systems or call the office to find out what they should be doing; the relevant information is surfaced in context, structured around the workflow of the visit itself. In healthcare settings, this means a worker arriving at a patient's home has immediate access to known allergies, current medications, mobility considerations, and any flagged concerns from the previous visit before they ring the doorbell. In nonprofit and community service contexts, it means custom program instructions, eligibility notes, and client-specific guidance are visible and actionable from the moment the worker checks in. ### Custom Forms and Photo Capture: Turning Every Visit Into Shareable Knowledge Knowledge management is not only about delivering information to workers but is equally about capturing new information at the point of service and making it available for future visits. Skedulo makes it simple for workers to document what they observe and do through custom forms, photo uploads, and embedded e-signature capabilities built directly into the mobile app. A care worker can photograph a wound or a safety hazard. A community services coordinator can complete a structured assessment form on a tablet without a pen in sight. A telecom technician can log a visual inspection with photos that become part of the permanent site record. All of this data, captured at the point of service, not reconstructed from memory later, syncs automatically to the central system and becomes available to every future worker assigned to that patient or client. Every visit builds on the last. The knowledge base grows with every form completed and every site visit completed. ### Offline-First Architecture Skedulo's mobile app is built offline-first. Workers in healthcare facilities with restricted signals, residential locations in rural areas, or any environment without reliable connectivity have full access to their schedule, visit details, patient information, task checklists, and documentation tools without a network connection. Custom form completions, photo uploads, digital signatures, and timestamps queue locally and sync automatically once connectivity is restored. No step in the care workflow is compromised by a connectivity gap. ### Intelligent Scheduling That Delivers the Right Worker Knowledge management for deskless workers is not only about what information a worker can access, but also whether the right worker is dispatched to begin with. Skedulo's scheduling engine matches visits to workers based on qualifications, prior experience with the specific patient or client, language preferences, geographic proximity, and availability. A worker who has visited a patient before, who knows their preferences and has contributed to their visit history, brings a level of continuity that a first-time assignment cannot replicate. This is knowledge-informed scheduling: using the data captured in every completed visit to make every future dispatch decision smarter. Customers using Skedulo's optimization engine have reported a 17% reduction in travel time and a 64% increase in visits scheduled and completed; outcomes that reflect not just route efficiency, but better matching between worker capability and client need. ### Building Institutional Knowledge That Outlasts Individual Workers In many healthcare and community services organizations, the most valuable knowledge about patients and clients exists in the experience of workers who have visited them many times. When those workers leave — and in sectors with high turnover, they leave frequently — that accumulated context can be lost entirely. Skedulo addresses this structurally: every completed visit creates a record of what was done, what was observed, what was noted, and what the worker flagged for follow-up. Over time, this builds a patient-specific and client-specific knowledge base that any future worker can access. Custom form completions, annotated checklists, photo documentation, and structured visit notes accumulated through Skedulo's mobile app become the institutional memory that survives individual staff changes. A worker visiting a patient for the first time can access the complete care history maintained by every predecessor, including the preferences, the observations, the concerns, and the context, in the same interface they use to manage their schedule. ### Dynamic Messaging for Real-Time Coordination Skedulo's Dynamic Messaging capability provides frontline workers with direct, in-app communication with coordinators, clinical supervisors, and peers without leaving the visit interface. Rather than phone calls that interrupt both parties or text threads disconnected from visit context, communications are associated with the relevant appointment record, creating a traceable log of decisions made in the field and the reasoning behind them. When a worker identifies a concern during a visit, the message they send and the response they receive become part of the visit record, visible to everyone involved in that patient's care going forward. ### Compliance Built Into the Workflow In healthcare, nonprofit, and regulated service environments, documentation is not optional. Skedulo embeds compliance requirements directly into the visit workflow: task checklists that must be completed before a visit can be closed, required photo documentation for specific care or inspection tasks, and digital signatures that create a timestamped audit trail for every action taken. Compliance is not a separate administrative step after the visit; it is very much part of how the visit is performed and recorded. Skedulo Perspective Ready to see Skedulo's mobile knowledge platform in action? Request a personalized demo at skedulo.com/request-a-demo. ## 4. Best Practices for Frontline Worker Knowledge Management Organizations that successfully close the frontline knowledge gap share a set of operational disciplines that go beyond tool selection: - Audit your knowledge inventory before deploying technology. Map where critical visit-level information currently lives (in care coordinators' inboxes, in paper binders, in spreadsheets, in the heads of experienced workers) before selecting a delivery platform. Technology surfaces and distributes what you've already captured; it cannot compensate for knowledge that was never systematically recorded. - Design for field conditions, not office assumptions. Every piece of information intended for use at a patient's home or a community service location should be tested by a frontline worker in realistic conditions before deployment. If it requires more than three taps to access or is difficult to read on a mobile screen, it will not be used consistently when time is short. - Build standardized task checklists for every visit type, then customize them. A standardized checklist for a home health aide visit ensures compliance and a quality baseline. Custom instructions layered on top of that standard ensure the visit is also personalized. Standardization and personalization are not in conflict; they operate at different levels of the same workflow. - Capture knowledge at the point of service, not retrospectively. Visit notes completed from memory at the end of a shift are less accurate, less detailed, and less useful than notes completed at the appointment. Custom forms and structured data capture built into the mobile workflow make in-the-moment documentation as frictionless as possible. - Treat every completed visit as a knowledge-building event. The custom form completions, photo uploads, worker notes, and exception flags captured through a mobile visit record are the raw material of institutional knowledge. Build the operational habit of reviewing and acting on this data and not just storing it. - Integrate your knowledge platform with your scheduling engine. Knowledge management and scheduling are not separate functions. The scheduling system should use worker experience profiles and prior visit history to match appointments to workers, and the knowledge system should be surfaced within the same interface workers use to receive and execute their schedule. ## 5. Conclusion: The Informed Worker Delivers Better Outcomes In healthcare and human services, the gap between adequate service delivery and excellent service delivery rarely comes down to the skill or dedication of frontline workers. It comes down to whether those workers have what they need: the right task checklist, the right patient context, the right custom instructions, the right safety-critical details, at the moment they need it, and in a format they can actually use at the point of service. Knowledge management for deskless workers is not a technology problem with a technology solution. It is an operational discipline that requires intentional design: identifying what information workers need at the point of service, capturing it systematically across every visit, and delivering it through platforms genuinely built for the conditions of mobile work. Organizations that treat knowledge management as a back-office function rather than a frontline operational capability will continue to see the symptoms, such as inconsistent service quality, compliance gaps, worker uncertainty, and lost context when experienced staff turn over, without addressing the root cause. The organizations building a durable advantage in healthcare, nonprofit, and mobile workforce management are the ones investing in the full loop: intelligent scheduling that sends the right worker, a mobile platform that delivers the right information and captures what's learned, and systematic knowledge accumulation that makes every completed visit a contribution to the collective intelligence of the operation. As the deskless workforce navigates a period of significant talent transition, the institutions that have built robust knowledge infrastructure will maintain care quality and service consistency across staff changes because the knowledge lives in the system, not only in the people. Skedulo is built for exactly this challenge; not as a document repository, but as the operational platform that connects the knowledge organizations hold with the frontline workers who need it most, and that turns every visit into shareable knowledge for the next. ## 6. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/preventive-maintenance-in-the-modern-era/" type: "page" title: "Preventive Maintenance in the Modern Era" --- # Preventive Maintenance in the Modern Era _PREVENTIVE MAINTENANCE FOR ASSET-INTENSIVE INDUSTRIES_ ## Preventive Maintenance in the Modern Era How technology is transforming field operations — from static calendar-based servicing into a dynamic, intelligence-driven discipline that extends asset life, controls costs, and keeps critical infrastructure running. ## Introduction In the industrial landscape of 2026, the cost of failure has never been higher. For energy providers, a transformer malfunction can darken a city. For telecommunications firms, a fiber-optic break can disconnect thousands. For residential service providers, a furnace failure in mid-winter is a household crisis. Historically, maintenance was reactive: fix things after they break. That model was replaced by preventive maintenance (PM), a proactive strategy that services equipment, infrastructure, and assets on a scheduled basis to prevent failures before they occur. For decades, preventive maintenance (PM) meant fixed calendars: monthly inspections, quarterly servicing, annual overhauls based on manufacturer guidelines. That model is now itself being superseded. Advances in connected sensor technology, real-time data analytics, and mobile workforce management are transforming PM from a static, schedule-driven activity into a dynamic, intelligence-driven discipline. The limitations of pure calendar-based maintenance are real: over-servicing assets that don't yet need attention, missing early warning signals between scheduled intervals, and deploying labor against a fixed timetable rather than actual asset condition. This guide covers what modern preventive maintenance requires, how it differs across the industries where it matters most, the role of IoT in enabling condition-based approaches, and how mobile workforce management platforms bridge the gap between strategic intent and field execution. ## 1. Why PM Is Mission-Critical — and Industry-Specific Preventive maintenance is not a one-size-fits-all strategy. Its application, urgency, and specific workflows vary significantly across the sectors where it matters most. What these industries share is one fundamental reality: the cost of a reactive repair after failure is far greater than the cost of a scheduled intervention before it. The industry benchmark known as the "Rule of 10" captures this precisely: a repair performed reactively after failure typically costs ten times more than a preventive repair, accounting for emergency labor rates, expedited parts, lost revenue during downtime, and in regulated environments, compliance penalties. ### Energy and utilities: the last-mile challenge The grid is a massive, interconnected machine spread across vast geographic areas. PM here focuses on vegetation management, transformer testing, substation inspections, and pipeline integrity. The defining operational challenge is the "last mile": dispatching the right crew with the correct heavy equipment and specialist certifications to a remote location under time-sensitive conditions. Getting that dispatch decision wrong doesn't just waste a truck roll. It creates a coverage gap in a system with no tolerance for gaps. ### Telecommunications: threshold-triggered maintenance In telecom, uptime is the only metric that matters to customers and regulators alike. PM programs cover backup battery arrays at cell towers, cooling systems in data centers, and continuous monitoring of signal degradation in fiber networks. Modern telecom PM is increasingly threshold-triggered: when a cabinet's internal temperature rises beyond a predefined baseline, a preventive work order generates automatically without waiting for a scheduled inspection date that may be weeks away. ### Residential services: leveling seasonal demand For HVAC, plumbing, and electrical companies, PM is often packaged as a maintenance agreement. The operational goal is to level out peaks and valleys of seasonal demand: scheduling furnace tune-ups in autumn keeps the workforce productively utilized during slower periods and dramatically reduces the emergency surge when the first hard frost arrives. PM programs in residential services also build the long-term customer relationships and predictable revenue streams that purely reactive service models cannot sustain. How AWP Benefits from Skedulo and Salesforce ## 2. The Role of IoT: From Time-Based to Condition-Based The most significant shift in maintenance strategy in a generation is the move from time-based to condition-based maintenance (CBM), enabled by the Internet of Things. Rather than following a fixed calendar, CBM uses live sensor data to trigger interventions only when equipment actually shows signs of wear or impending failure. Sensors mounted on critical assets continuously monitor vibration frequency, temperature, pressure, electrical flow, and usage patterns. When a monitored variable exceeds a predefined threshold, e.g., a transformer temperature that climbs beyond its safe range or a vibration reading that deviates from normal operating parameters, the system triggers an alert and initiates a maintenance workflow automatically, without waiting for a scheduled visit. The result is a hybrid strategy: preventive maintenance provides the structural baseline and compliance framework; condition-based monitoring adds the precision that prevents both under-maintenance (missing an emerging failure) and over-maintenance (servicing equipment that doesn't yet need it). Together, they form a more intelligent asset management approach than either delivers alone. - Continuous visibility instead of periodic sampling: IoT devices monitor assets 24/7, replacing the blind spots between inspection dates with real-time performance data. Anomalies that would have been invisible until the next quarterly visit are now surfaced within hours. - Automated maintenance triggers: when a predefined threshold is breached, IoT systems can generate a work order, classify its urgency, and initiate dispatch without human intervention in the monitoring step. Human judgment is reserved for field execution. - Data for capital planning: aggregated sensor data and maintenance history reveal which asset types fail more frequently than specifications predict, which sites have recurring issues under specific conditions, and which components represent disproportionate risk. This data feeds smarter capital expenditure decisions. ## 3. Mobile Workforce Management: Bridging Strategy and Execution Even the most sophisticated IoT sensor network is operationally useless if the right technician cannot reach the right asset at the right time with the right information. This is where mobile workforce management (MWM) becomes the critical bridge between the intelligence monitoring systems generated and the field execution that actually prevents failures. PM programs are particularly demanding on workforce infrastructure. They generate high volumes of recurring tasks, such as thousands of annual inspections, quarterly service visits, and monthly checks, that must be interleaved with reactive emergency calls without creating gaps, conflicts, or compliance failures. Managing this manually at scale is not just inefficient; it is operationally unsustainable as program complexity grows. ### Intelligent scheduling for recurring PM programs A sophisticated scheduling engine handles what manual dispatch cannot: automatically generating thousands of recurring maintenance tasks, skill-matching each one to the correct certified technician (a Level 3 Electrician to a high-voltage site, a specific HVAC certification to a commercial system), and fitting PM visits into the scheduling gaps between emergency reactive calls so neither program cannibalizes the other. Route optimization runs across all of this simultaneously, sequencing each technician's daily stops geographically to minimize windshield time. The compounding effect is significant: recovering even ten minutes per transit leg and five minutes per administrative task across a large workforce can restore the equivalent of multiple full-time headcounts in productive field capacity without adding staff. ### The mobile-first technician experience A maintenance checklist is only useful if it is genuinely easy to complete in field conditions. The most common failure mode in PM programs is checklist drift: over time, technicians abbreviate steps, skip documentation, or complete forms retrospectively from memory. The primary cause is almost always a poorly designed mobile experience: slow forms, requiring too many navigation steps, or not built for one-handed use at a job site. The right mobile platform gives technicians a single interface with their schedule, customer and asset history, step-by-step job instructions, and structured documentation tools, including photo capture, digital signatures, and custom safety checklists that must be completed before a work order can be closed. Critically, this must function offline since remote utility sites, building basements, and rural service areas regularly have no cellular connectivity. ### Operationalizing institutional knowledge In many utilities and energy firms, the most valuable maintenance knowledge exists in the heads of senior technicians approaching retirement: specific failure patterns observed over decades, site-specific quirks that aren't in any manual, and contextual judgment developed through years of hands-on experience. Modern PM programs that digitize this knowledge into standardized checklists, annotated asset histories, and accessible job notes ensure that maintenance quality is not dependent on technician tenure. A two-year technician working from a well-designed digital workflow can perform at the standard of a twenty-year veteran. Customer Proof Point Tyrrells deployed Skedulo into their Salesforce environment and retired 90% of their manual scheduling processes. ## 4. Best Practices for a Technology-Led PM Strategy ### Centralize asset data first You cannot maintain what you cannot see. Every asset needs a unique identifier, complete service history, geographic coordinates, and documented criticality rating in a single system before PM automation is layered on top. ### Establish standardized "golden" checklists Create digital master checklists for every asset type. A technician in California and a technician in New York should perform the same safety checks on the same model of telecom tower; every time, without exception. ### Apply a criticality matrix to PM frequency decisions Not all assets warrant equal investment. A residential AC unit failing is an inconvenience; a hospital backup generator failing is a catastrophe. Allocate PM frequency and resource priority accordingly. ### Integrate IoT alerts directly into dispatch Don't let threshold alerts die in an inbox. Connect your sensor platform (Azure IoT, AWS IoT, or equivalent) directly to your scheduling platform so that when an anomaly is detected, the work order is created and dispatched automatically without manual routing. ### Track Mean Time Between Maintenance (MTBM) Use actual failure data and manufacturer specifications to determine the optimal interval between maintenance events for each asset type, replacing calendar-based scheduling with evidence-based scheduling. ### Continuously refine using captured field data Every completed PM visit generates data about asset condition, technician time on site, and parts usage. Feed this back into scheduling algorithms and checklist standards to improve precision over time. ## 5. The Economic Impact of PM Optimization The financial case for modern PM compounds across three distinct dimensions: ## 6. Conclusion: The Future Is Predictive The boundary between preventive and predictive maintenance is dissolving. As IoT sensor networks expand, AI-driven analytics mature, and machine learning models are trained on increasingly rich maintenance histories. Forecasting failures weeks in advance with high confidence is becoming a baseline expectation in asset-intensive industries and not an advanced capability. What will not change is the human element. The mobile worker who travels to the asset, performs the inspection, exercises judgment about what sensors cannot see, and documents the outcome remains the essential closer in every PM workflow. Technology tells the maintenance organization when to go, where to go, and what to look for. The technician determines what is actually happening and what needs to be done about it. The organizations that build competitive advantage in field operations will be those that invest equally in both: the intelligence infrastructure that surfaces the right work at the right time, and the workforce management platform that ensures the right person executes it with the right tools, the right information, and an unbroken digital record of every action taken. ## 7. Frequently Asked Questions Learn more about how Skedulo is transforming energy and utilities workforce management, or book a demo today. ## See Skedulo in action --- --- url: "https://www.skedulo.com/service-lifecycle-management/" type: "page" title: "Service Lifecycle Management" --- # Service Lifecycle Management ## Service Lifecycle Management How to orchestrate every phase of service delivery — from contract design and SLA planning to field execution to continuous improvement — across healthcare, energy, telecommunications, and the public sector. ## Introduction The most consequential shift in the modern service economy is the transition from selling products to delivering outcomes. Organizations are no longer simply selling an MRI machine, a grid transformer, or a fiber-optic router; they are guaranteeing the uptime, performance, and reliability of the systems those assets power. That guarantee cannot be fulfilled by a transaction. It requires an ongoing discipline: Service Lifecycle Management (SLM). Service Lifecycle Management spans the initial design of a service contract and the management of customer entitlements, through workforce orchestration and field execution, to performance analysis and continuous improvement. For industries that power cities, protect patient health, and connect populations, SLM is the operational infrastructure on which service excellence is built and maintained. What has changed in recent years is the technology available to execute SLM at scale. IoT sensor networks now allow assets to signal their own maintenance needs before failure. Intelligent scheduling platforms automate the complex, constraint-laden dispatch decisions that previously consumed dispatcher hours and produced suboptimal results. Mobile-first field tools give every technician a 360-degree view of the asset and customer before they arrive on site. Together, these capabilities are transforming SLM from a coordination challenge into a compounding strategic advantage. ## 1. The Service Lifecycle: A Continuous Loop of Value The service lifecycle is not a linear path from request to resolution. It is a continuous loop in which each completed service event generates data that improves the next one. Understanding and optimizing each stage of that loop is what separates organizations that deliver consistent service excellence from those perpetually responding to failures they should have prevented. ## 2. SLM Across High-Stakes Industries SLM is not a uniform discipline. The assets managed, the regulatory environment, the consequences of failure, and the rhythms of demand vary fundamentally by sector. The framework is universal; the application is industry-specific. What these sectors share is the consequence of SLM failure: patient safety compromised, grids destabilized, thousands disconnected, or public accountability crises. These stakes demand precision, visibility, and accountability that siloed, manually dispatched operations cannot sustainably deliver. ## 3. IoT: Shifting the Service Lifecycle from Reactive to Proactive The traditional service lifecycle began when something broke. A customer called, a ticket was created, and a technician was dispatched. IoT has fundamentally changed where the lifecycle begins. When assets are equipped with sensors that monitor temperature, pressure, vibration, electrical flow, or usage cycles, they can signal their own need for service before failure occurs. A water utility pump monitoring its own vibration levels triggers a condition-based maintenance work order when readings exceed a defined threshold. A transformer approaching critical temperature limits generates a service request automatically, without a customer call and without a dispatcher manually reviewing sensor data. This self-initiating service model carries compounding benefits through every stage of the SLM loop: - Earlier intervention: Service requests are generated when an asset shows early signs of wear — when repair cost is a fraction of replacement cost — rather than after catastrophic failure. - More precise dispatch: IoT-generated work orders carry sensor data that tells the technician exactly what condition the asset is in before arrival, enabling better preparation and dramatically higher first-time fix rates. - A faster data loop: Condition-triggered work orders flow directly into the analytics layer, continuously refining the predictive models that inform future service scheduling and capital expenditure planning. The Hybrid Maintenance Model IoT-enabled SLM creates a hybrid maintenance architecture: scheduled preventive maintenance provides the structural consistency required for regulatory compliance and warranty adherence; condition-based monitoring adds precision to catch deterioration between scheduled intervals. Together, they eliminate both the waste of over-servicing healthy assets and the dangerous gaps that fixed-interval schedules alone cannot prevent. The result is a service lifecycle that is proactive by design and predictive by data. ## 4. Mobile Workforce Management: The Execution Engine of SLM If IoT is the sensing layer of the service lifecycle that detects need and initiates response, then mobile workforce management is the execution layer. The quality of SLM ultimately depends on what happens when a technician or clinician arrives at the site. Many enterprises have invested in CRM and ERP systems that handle the financial and customer-record dimensions of the service lifecycle effectively. What these systems consistently struggle with is the human side: scheduling and dispatching deskless workers under complex, real-time constraints. Static scheduling fails when applied to a mobile workforce where availability changes by the hour, traffic affects arrival times, jobs run longer than estimated, and emergency requests arrive throughout the day. The required shift is from static scheduling to dynamic service orchestration; a fundamental difference in how dispatch decisions are made, how disruptions are absorbed, and how field data is captured and fed back into the system. ### What dynamic service orchestration delivers - Intelligent skill matching: The system automatically filters for technicians with the specific certifications required for each service event. In healthcare, the clinician qualified to calibrate a specific radiotherapy machine is dispatched, not a generalist. In energy environments, only a Level 3 Electrician is routed to a high-voltage site. The system enforces these constraints automatically, removing human error from compliance-critical dispatch. - Context-aware field execution: Every technician arrives with a complete 360-degree view of the asset: the last five years of repair logs, current sensor readings, specific tools required, and the customer's service history. This context is the difference between a technician who treats the symptom and one who resolves the root cause; the difference between a first-time fix and a costly return visit. - Real-time schedule adaptation: When conditions change, such as an emergency work order arriving, a job runs long, or a technician is unavailable, the orchestration engine reoptimizes the remaining schedule automatically rather than requiring dispatchers to manually rebuild the day. - Compliance-grade documentation: Photo capture, digital signatures, and custom checklists are embedded in the mobile workflow and required before a work order can be closed. This creates a timestamped, GPS-verified audit trail for every service event; the immutable record that regulated industries require and that resolves customer disputes with evidence rather than assertion. - Closed-loop performance analytics: Data captured during field execution feeds directly back into service planning. Managers identify which assets are generating more service calls than their lifecycle stage predicts, where "service leakage", unnecessary repeat visits, or extended travel time is accumulating, and which technician-job type pairings produce the highest first-time fix rates. ## 5. Best Practices for Optimizing Your Service Lifecycle ## 6. The Business Impact of SLM Excellence Optimizing the service lifecycle has a direct, measurable impact on business performance. Organizations that master SLM consistently report outcomes across three compounding categories: ### Cost reduction 20–30% reductions in service costs through optimized routing, fewer repeat visits, and proactive maintenance, preventing expensive emergency repairs. Intelligent scheduling eliminates the windshield time, or the unproductive transit between jobs, that makes field operations expensive without generating customer value. ### Revenue growth 15–20% increases in service revenue from enabling the workforce to complete more jobs per day and from identifying upsell opportunities during service events. A technician already on site is better positioned than any sales channel to identify when a maintenance agreement upgrade or additional service contract is warranted. ### Customer lifetime value Customers stay with service providers who are reliable, transparent, and proactive. Every consistent on-time arrival, every accurate ETA notification, and every digital proof-of-service report reinforces the trust that converts transactional customers into long-term contract relationships. These outcomes compound. Organizations achieving SLM excellence are not just operationally efficient but also structurally advantaged. Their cost base is lower, their technicians are more productive, their customers renew at higher rates, and their field data continuously improves their predictive capabilities. The gap between them and competitors still relying on reactive, manually dispatched operations widens with every service cycle. ## 7. Conclusion: Orchestrating the Future of Service Service Lifecycle Management is no longer a back-office coordination function. For the industries that power cities, protect patient health, connect populations, and maintain public infrastructure, SLM is the strategic operating capability on which mission-critical outcomes depend. The organizations that lead in this discipline share a common architecture: IoT monitoring that initiates service proactively; intelligent workforce orchestration that dispatches the right expert with the right context to every job; mobile execution tools that close the information gap between back office and field; and a systematic feedback loop that makes every service cycle smarter than the last. Technology is the enabler. The discipline of applying it rigorously across every stage of the service lifecycle is what creates the outcomes that matter: uptime guaranteed, patients served, grids stabilized, networks connected, and trust compounding with every successful delivery. Skedulo & Connexin ## 8. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/product/automatic-scheduling/" type: "page" title: "Create the optimal schedule with the push of a button" description: "Manual scheduling could be holding your organization back. Learn how Skedulo's powerful optimization engine automates scheduling for increased productivity and reduced costs." lastmod: "2023-08-28" --- # Create the optimal schedule with the push of a button _Skedulo Optimization Engine_ ## Create the optimal schedule with the push of a button With Skedulo's powerful optimization engine, you have the power to decide what variables to use in creating the perfect schedule. Easily update the optimization settings to ensure it meets your unique business needs. ## Optimize based on your business need ### Automatically balance workloads across your teams ### Make quick adjustments because of last minute changes or emergencies ### Tailor your optimization settings by specific region ### Optimize by resource skill level and certification ## Automate the complex process of scheduling - Complete jobs & appointments more efficiently - Free up scheduler time to focus on higher value activities - Increase the productivity of your resources ## Optimize the schedule by what matters to you - Adjust to weigh more heavily the business outcomes you want to achieve - Tailor unique optimization settings to specific regions or territories - Easily update settings as your business objectives change ## Reduce windshield time - Get your workers to customer appointments on time, everytime - Increase worker satisfaction and productivity by reducing drive time - View more accurate travel estimates with historical traffic information ## Use custom rules, tags & settings to create the optimal schedule - Balance workloads across your resources - Take into consideration resource skills and credentials when assigning jobs or appointments - Prioritize preferred resources based on customer or client need - Quickly adjust to last minute cancellations or urgent work ## Ready to make your entire team more effective? --- --- url: "https://www.skedulo.com/product/dynamic-messaging/" type: "page" title: "Instant messaging for your mobile workforce" description: "Facilitate real-time communication between your deskless workforce and HQ with Dynamic Messaging from Skedulo." lastmod: "2023-08-29" --- # Instant messaging for your mobile workforce _DYNAMIC MESSAGING_ ## Instant messaging for your mobile workforce With Skedulo's powerful mobile app, your mobile workforce and schedulers can communicate in real-time. Quickly adjust to last minute changes, empower workers with greater information and ensure your customers are in the know with Skeudulo's Dynamic Messaging. ## Keep your workforce and customers connected ### Engage your mobile teams Empower your workforce with the information they need to get their jobs done well ### Centralize communications Reduce misinformation between workers and retain commentary on completed work ### Provide a better customer experience Ensure your teams have what they need to provide a wonderful customer experience ## Fast, efficient team communication for your mobile workers Direct calls, texts, and emails can be extremely inefficient for mobile workers who need instant access to reliable information. Save their time and your organization’s resources with Dynamic Messaging from Skedulo. - Individual messaging - Group messaging - Channels and topics ## Instant information for a better customer experience Make vital information flow simple and cost effective with Skedulo’s powerful Dynamic Messaging. Arm your mobile staff with everything they need to represent your company at its best and provide exceptional [customer experience](https://www.skedulo.com/blog/mapping-your-customer-journey). - Broadcast messages to teams - Link discussions to customer jobs or appointments ## Boost mobile workforce team culture Provide teams with a space to connect and share knowledge informally. With the digital equivalent of an open office space, your workforce can connect through personalized GIFs, emojis, and reactions. - Rich media, image and video attachments - Emojis, reactions, gifs, and more ## Engage the whole team, wherever work takes them ### Unify communications Skedulo allows you to combine all communications about a particular job in one place. This includes linking conversations to specific pieces of work or tracking multiple conversations separately. ### Equip new employees When workers leave or move to another area, it can be challenging and resource intensive to get new workers up to speed. Maximize efficiency by enabling fast and comprehensive oversight into what’s happened before they came on board. ### Share knowledge If information is siloed, the same questions may need to be repeatedly asked and answered. By facilitating knowledge sharing, you develop and improve internal knowledge retention, which is a vital strategic resource. ### Real time connections Drive efficiency, productivity, and engagement by equipping mobile workers with a trusted avenue to give and get information in real time. Send instant updates to individuals or teams to ensure people have what they need to succeed. ## Ready to make your entire team more effective? --- --- url: "https://www.skedulo.com/product/mobile-scheduling-apps/" type: "page" title: "A mobile app your workers will love" description: "Deskless workers can use the Skedulo mobile app to view schedules, estimate travel time, connect to the office, gather field data, and much more." lastmod: "2025-01-17" --- # A mobile app your workers will love _SKEDULO PLUS_ ## A mobile app your workers will love Empower your teams to more efficiently schedule, manage and complete work with Skedulo Plus, an app purpose-built for the demands of mobile work. ### Flexible & Extensible Increase productivity with an app that adapts to your unique workflow ### Consumer-grade User Experience Enable your mobile teams to complete work efficiently with a user experience they’ll love ### Optimized for Mobile Capture greater information and insights with robust, reliable online & offline data sync ## Easily configurable to meet the needs of your team Adapt Skedulo Plus to support your unique workflow by building custom forms and experiences with a templatized, extensible framework. - Extend Skedulo Plus to meet the needs of your workforce with minimal code - Build seamless experiences that look and feel just like the core app - Enable your teams with the information they need to effectively & efficiently complete work - Provide the performance & stability your team can trust with a robust & reliable offline-first architecture ## Everything your team needs in the palm of their hands Enable your mobile workers with an easy-to-use app that provides them with the information they need to complete work efficiently and effectively. - Make job travel fast and easy with optimized routing - Capture details like customer requests, time on the job, and products or equipment needed to fulfill a job - Navigate easily with a calendar interface for viewing all jobs & appointments - Support multiple languages based on worker and customer preferences - Accessibility first design to ensure all of your resources are enabled to use ## Optimized for mobile work Allow your workers to input availability, accept job offers and identify what’s needed to provide the right service for a client—all directly from their mobile device. - Make sure your business runs smoothly with delivery and receipt of real-time updates - Capture information and insights with data synchronization whether on or offline - Scale your business with best-in-class performance & load times - Built natively for Android and iOS ## Ready to make your entire team more effective? Speak to our experts, and we'll tailor a demo to your complex workflows! --- --- url: "https://www.skedulo.com/product/shifts-and-rostering/" type: "page" title: "Smart scheduling software for your deskless workforce" description: "Quickly and easily schedule your entire deskless workforce, including remote and shift workers across all locations and skillsets." lastmod: "2024-02-01" --- # Smart scheduling software for your deskless workforce _SHIFTS & ROSTERING_ ## Smart scheduling software for your deskless workforce Skedulo makes it easy to organize and oversee your entire deskless workforce on a single platform in one view — regardless of whether they operate from fixed locations, out in the field, or both. Rapidly align work requirements with staff skillsets and availability, and refine schedules so they can be applied quickly to meet future demands. ## Manage shifts and field work in one place ### Manage schedules for fixed locations and mobile field work ### Create optimized schedules by resource, location, or client ### Maximize productivity with complete visibility of utilization ### Accurately track time spent working on-site and in the field _OPTIMIZATION & AUTOMATION_ ## Use powerful smarts to match the right person to the work Manage advanced scheduling requirements by role, client, skillset, or location. Save time by using Skedulo’s optimization engine to automatically create schedules that [balance needs](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) from the customer, the business, and the mobile workforce. _MOBILE TIMESHEETS & FORMS_ ## Track employee hours and capture field data on any mobile device Say goodbye to paper-based time tracking with the [Skedulo mobile app](https://www.skedulo.com/mobile-scheduling-apps/) where employees can clock on and off directly from their smartphone. Capture all the data you need from the field with custom forms and easy photo uploads. It even works offline. _SHIFT & ROSTER TEMPLATES_ ## Manage complex recurring work patterns with ease Skedulo allows you to[ create shift and roster templates](https://www.skedulo.com/blog/why-you-need-shift-management-software/) based on resource requirements and customer demand to save you time in generating the perfect roster. Manage single shifts, recurring appointments, or even irregular work patterns. _WORK OFFERS_ ## Fill empty shifts in an instant If someone calls in sick, find a qualified replacement at the click of a button using [work offers](https://www.skedulo.com/blog/skedulo-introduces-work-offers). Filter up or down based on region, skillset or qualification to determine how narrow or wide a pool to target. Or simply let employees swap shifts with eligible team members. _SEAMLESS CONNECTION_ ## Integrate easily with your HR and Payroll systems Skedulo is built for integration with a range of pre-built, configurable, and customizable [integrations](https://www.skedulo.com/integrations/). Send accurate timesheet data captured in Skedulo to payroll, or use Skedulo to forecast labour costs using data from your HR system or Award Interpreter. ## Ready to make your entire team more effective? --- --- url: "https://www.skedulo.com/work-order-management-for-mobile-workforces/" type: "page" title: "Work Order Management for Mobile Workforces" --- # Work Order Management for Mobile Workforces _FOR FIELD SERVICE OPERATIONS LEADERS_ ## Work Order Management for Mobile Workforces A complete guide to creating, dispatching, executing, and closing work orders across distributed field teams — and why the right platform makes all the difference for cost, customer experience, and worker retention. ## Introduction Work order management is the operational backbone of any organization that relies on field teams. For industries ranging from healthcare and utilities to telecommunications and commercial real estate, the workplace is wherever the customer is. Managing work orders efficiently in that environment — across a distributed, often deskless workforce — has become both more complex and more strategically consequential. Traditional approaches (paper forms, spreadsheets, phone calls, and disconnected scheduling tools) were built for a fixed-office world. They fail in the field because they cannot synchronize human expertise, physical assets, and customer expectations in real time. The organizations pulling ahead today are those that have replaced this fragmented infrastructure with a unified, mobile-first platform that treats work order management not as a clerical function but as a core driver of operational and customer outcomes. This guide covers what work order management actually entails in a mobile workforce context, why it matters strategically, the technology capabilities that define best-in-class systems, and how to implement and continuously improve your approach. ## 1. What Is Work Order Management? A work order is a formal record, digital or otherwise, that describes a specific task, the resources required to complete it, and the timeframe for execution. Work order management (WOM) is the end-to-end process of creating that record, assigning and scheduling the right labor, tracking execution in the field, capturing proof of completion, and closing the task for billing, compliance, or follow-up. In a mobile workforce context, a work order typically contains: - Job details, scope, and required steps - Customer location and scheduling window - Assigned worker or crew - Required skills, certifications, or equipment - Real-time status updates and completion data - Photo, signature, and form capture as proof of work What makes mobile WOM fundamentally different from office-based task management is the dynamic variability at every stage: worker availability changes by the hour, traffic affects arrival times, jobs take longer than estimated, and parts may not be on the vehicle. A work order system that cannot adapt to these conditions in real time is not a system; it is a static document with a digital wrapper. ## 2. The Work Order Lifecycle Every work order moves through a predictable sequence of stages. The quality of management at each stage determines whether the work order contributes to operational efficiency or erodes it. ## 3. Why Work Order Management Is a Strategic Lever Effective WOM is not simply about getting tasks done. It directly impacts three areas that determine the competitive health of any field service organization. ### Operational efficiency and cost control Truck rolls are expensive. Fuel, vehicle wear and tear, and technician labor hours compound quickly across a large workforce. Poor work order management produces "leakage," meaning lost time from traffic detours, missing parts, incorrect job information, or technicians dispatched to the wrong location. The antidote is a high first-time fix rate: the right person, fully equipped and fully informed, resolving the issue in a single visit. For a mid-size field service organization, moving the first-time fix rate from 70% to 85% can eliminate hundreds of repeat visits per month. The cost savings from that improvement, in labor, fuel, and customer remediation, typically exceed the annual cost of the platform that enabled it. ### Employee experience and retention Mobile workers operating with inadequate tools face a compounding set of daily frustrations: unclear job instructions, routes that ignore live traffic, no access to customer history before arrival, and paper forms that duplicate work they have already done digitally. In a competitive labor market, these friction points drive turnover. Providing field workers with a genuinely usable mobile tool, one that gives them clear task information, optimized routes, offline access, and easy documentation, reduces daily stress and signals that the organization values their time. This is not a soft benefit. Lower turnover directly reduces recruitment, onboarding, and productivity ramp-up costs, which are substantial in skilled field service roles. ### Customer satisfaction Customers who use Uber know exactly when their driver will arrive. Customers who use Amazon know exactly when their package will arrive. Field service customers now hold the same expectation: they want a precise arrival window, not a four-hour estimate, and they want immediate digital confirmation once the job is done. Efficient work order management enables this. Automated pre-arrival notifications, real-time ETA updates, and post-job completion confirmations transform a routine service call into a positive brand interaction. Organizations that deliver this consistently earn higher Net Promoter Scores, fewer service callbacks, and stronger contract renewal rates. ## 4. Why Legacy Systems Fall Short Most organizations that struggle with field execution are not struggling for lack of effort. They are struggling because their tools were designed for a different era. The specific failure modes of legacy WOM are predictable: - Lagging data: By the time a technician emails a completion report, the data is hours old. Real-time operational decisions cannot be made on stale information. - No line of sight: Managers have no visibility into where workers currently are, whether a job is running on time, or whether a problem is developing that requires intervention. - The portal problem: Systems that require field workers to log into a desktop-oriented portal see low adoption. Workers use it minimally, which degrades the data quality that the back office depends on. - Communication silos: Job updates and customer notes get buried in personal texts or missed phone calls, and never reach the platform where they are actionable. - Integration gaps: When scheduling, communication, work execution, and billing live in separate systems, data reconciliation consumes time and introduces errors at every handoff. The ROI of replacing these systems is typically realized within the first six to twelve months, primarily through the elimination of hidden costs: time paid for work not performed, repeat visits caused by poor first-dispatch quality, and customer churn from service failures that a connected system would have prevented. ## 5. Core Capabilities of an Effective WOM Platform The technology requirements for modern work order management in a mobile context are specific. These are the capabilities that distinguish platforms that genuinely transform field operations from those that simply digitize the existing paper process. #### Intelligent scheduling and dispatch Scheduling is the most consequential capability in any WOM platform. Manual scheduling for a handful of technicians is manageable. Scheduling for 500 workers across multiple states, balancing skill requirements, certifications, geographic proximity, traffic patterns, parts availability, customer preferences, and labor law compliance, is a mathematical problem that requires algorithmic optimization, not dispatcher intuition. Advanced scheduling engines match the right worker to each job automatically, optimize daily routes to minimize travel time, and adjust dynamically when conditions change: a job running long, a worker calling in sick, or an emergency work order arriving mid-afternoon. Organizations that deploy these engines consistently report fewer missed appointments, lower fuel costs, and significant reductions in dispatcher administrative overhead. #### Mobile-first execution A work order platform is only as effective as the experience it provides to the person doing the actual work. That person is in the field, on a smartphone, often in a location with unreliable connectivity. The mobile app must work offline, sync automatically when connectivity is restored, and present job information in a way that a technician can navigate while standing at a customer site. The right mobile experience provides: digital job instructions and safety protocols, customer history and site notes, turn-by-turn route navigation, structured forms and checklists, photo and signature capture for proof of work, and direct communication with the dispatcher. If any of these require navigating to a desktop or calling the office, the platform is adding friction rather than removing it. #### Real-time visibility and communication Dispatchers need a live operational picture: where every worker is, what job status each one has reported, and whether anything is trending off schedule. Live map views, job status dashboards, and automated exception alerts allow supervisors to intervene proactively, such as reassigning a job from a stuck technician or redirecting resources to a surge area, before a problem becomes a service failure. For customers, real-time visibility means automated ETA notifications and arrival confirmations. This two-pronged communication loop, inward to dispatchers and outward to customers, is one of the highest-impact features a WOM platform can offer, and one of the most neglected in legacy systems. #### Integration with enterprise systems Work order management does not operate in isolation. Customer data lives in CRM. Billing runs through finance systems. Worker certifications and payroll are managed in HR platforms. An effective WOM platform connects to these systems rather than duplicating them, acting as the scheduling and execution engine that sits on top of existing systems of record; it pulls in customer data, pushes out completed work order details, and eliminates the manual re-entry that creates errors and consumes back-office time. #### Analytics and continuous improvement Every completed work order generates data: travel time, time on site, first-time fix outcome, customer satisfaction score, parts used, and technician performance. Aggregated and analyzed, this data reveals patterns that enable continuous operational improvement, showing which routing configurations reduce travel the most, which job types are consistently underestimated in duration, and which technicians have the highest first-time fix rates on specific equipment types. Organizations that use this data systematically shift from reactive operations, fixing problems after they occur, to proactive management: adjusting staffing levels before a seasonal demand spike, catching a technician performance dip before it becomes a customer escalation, and recalibrating job duration estimates before they distort the schedule. ## 6. Best Practices for Implementation and Ongoing Management - Standardize data entry upfront: use structured fields, drop-down menus, and standardized templates rather than free-text fields. Clean input produces useful analytics; inconsistent input produces noise. - Prioritize field worker UX during platform selection: involve technicians in testing before deployment. If the app adds friction to their day, adoption suffers, and data quality collapses. - Automate the routine; reserve human judgment for exceptions: recurring preventive maintenance, standard route assignments, and status notifications should run automatically. Dispatchers should focus on the unexpected. - Close the feedback loop consistently: review work order data regularly to identify where delays accumulate. Is one job type routinely underestimated? Is the third job of the day consistently running late? The data will tell you; acting on it is what improves performance. - Integrate before you go live: connect your WOM platform to CRM, ERP, and HR systems before the rollout, not as an afterthought. Disconnected data flows undermine the value of the platform from day one. - Define KPIs before deployment: establish baseline metrics for first-time fix rate, on-time arrival, job completion time, and customer satisfaction before the go-live so you can measure improvement against a real baseline, not an estimate. ## 7. Common Challenges and How to Address Them ## 8. The Future of Work Order Management Three emerging capabilities will reshape WOM over the next several years, and the organizations investing in the right platform foundations today will be positioned to adopt them without a system replacement. ### Predictive maintenance via IoT Rather than waiting for a customer to report a failure, IoT sensors embedded in equipment continuously transmit performance data. When a machine's readings deviate from normal operating parameters, the WOM platform automatically generates a work order, schedules a preventive visit, and dispatches the right technician with the right parts, all before the customer experiences any disruption. This shifts field service from a reactive model to a proactive one, reducing downtime and improving asset utilization simultaneously. ### AI-driven predictive scheduling AI will move beyond optimizing today's schedule toward anticipating what tomorrow's demand will look like. Systems that analyze historical job patterns, seasonal cycles, weather forecasts, and local event data can pre-allocate workforce capacity before the requests arrive, reducing last-minute scrambling and allowing more consistent service windows. The practical outcome is a dispatch operation that is perpetually one step ahead of demand rather than perpetually reacting to it. ### Augmented reality for field execution AR overlays allow mobile workers to view digital instructions, wiring diagrams, and step-by-step repair guidance directly over the physical equipment they are servicing, via smartphone camera or AR headset. This capability is particularly valuable for organizations navigating the knowledge transfer challenge as experienced technicians retire: junior workers can perform complex tasks with real-time remote guidance from senior colleagues, without requiring either party to travel. Organizations that have piloted AR-assisted field execution report measurably faster repair times and lower rates of repeat visits. How AWP Benefits from Skedulo and Salesforce ## 9. Conclusion Work order management is the heartbeat of any mobile workforce operation. It is the mechanism by which business priorities are translated into field action, and the mechanism by which field outcomes are translated back into operational intelligence. The organizations that treat WOM as a strategic capability, investing in intelligent scheduling, mobile-first execution, real-time visibility, enterprise integration, and data-driven improvement, consistently outperform those that treat it as administrative overhead. They resolve more issues on the first visit. Their workers spend more time serving customers and less time waiting for instructions or re-entering data. Their customers receive the transparency they now expect as a baseline. Getting there requires platform investment, process discipline, and change management. But the operational and financial returns on that investment, including lower cost per service call, higher first-time fix rates, reduced worker turnover, and stronger customer retention, compound over time. The right WOM platform does not just support the business: it becomes a durable competitive advantage. ## 10. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/product/virtual-meetings/" type: "page" title: "Deliver more services remotely with virtual meeting integration" description: "Skedulo’s virtual meetings help your deskless workforce deliver services virtually, automate communication, and more." lastmod: "2024-03-13" --- # Deliver more services remotely with virtual meeting integration _VIRTUAL MEETINGS_ ## Deliver more services remotely with virtual meeting integration It is more important than ever to ensure that frontline workers can operate effectively without compromising their own health or the health of the communities served. Deliver critical services remotely wherever possible through our virtual meeting integration partnership with online meeting providers. ## Schedule in-person and virtual meetings all in one place ### Integration with Zoom, Microsoft Teams and Google Meet with other popular providers coming soon ### Use rules to define which services are delivered virtually vs. in-person ### Schedule both one-off and recurring meetings ### Automatically send meeting details to your deskless workers and the end-customer _SCHEDULING RULES_ ## Schedule all or some of your services as virtual meetings [Use automation](https://www.skedulo.com/enterprise/) to create virtual meetings for all of your organization’s appointments on dispatch, or choose to make appointments virtual on request. Virtual meetings have been designed to allow your organization to respond dynamically to frequently changing advice from government and health administrators. _AUTOMATED COMMUNICATION_ ## Keep your customer up to date with crystal clear appointment details Your [customers are kept in the loop](https://www.skedulo.com/resources/make-customer-experience-competitive-advantage/) with their virtual meeting details and resource contact information instantly delivered directly to their inbox. Virtual meetings include standard calendar invitations so that customers can be notified using their preferred calendar client. Resources have access to their scheduled virtual meetings from wherever they are on their device through the Skedulo Mobile Application calendar integration. _COMPLETE WORKFORCE VISIBILITY_ ## Centrally manage and track deskless workforce time Deskless workers can continue to log and manage their work from their devices through the [Skedulo Mobile Application](https://www.skedulo.com/mobile-scheduling-apps/), as well as upload important files and create follow-up appointments. The Skedulo Web Application supports new fields for virtual meetings on job details for schedulers to keep track of virtual appointments and schedule them manually when necessary. ## Integration with Zoom, Microsoft Teams and Google Meet with other popular providers coming soon ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/release-notes/a-faster-richer-pulse-swimlane-and-allocation-experience/" type: "releaseNote" title: "A faster, richer Pulse Swimlane and Allocation experience" date: "2026-07-22" productAreas: ["Web App"] roles: ["Schedulers","Administrators"] platforms: ["Skedulo Pulse Platform"] description: "The new Pulse Swimlane and Allocation experience now shows a configurable third row on job cards, live search to filter the resource list as you type, and region switching inside allocation." lastmod: "2026-07-22" --- # A faster, richer Pulse Swimlane and Allocation experience Published July 22, 2026 **Product areas:** Web App **Roles:** Schedulers, Administrators **Platforms:** Skedulo Pulse Platform The new Pulse Swimlane and Allocation experience now shows a configurable third row on job cards, live search to filter the resource list as you type, and region switching inside allocation. The new Pulse Swimlane and Allocation experience now shows more at a glance, filters resources as you type, and lets you switch regions without leaving your flow. ### What's new **A third row on job cards.** You can now configure a third row of information on Swimlane job cards. Set it up in Card Styling and map it to a custom field or a formatted string, the same way you configure the existing rows. The third row is optional, so cards you have already styled stay exactly as they are. ![Skedulo web app showing third line configuration setting for job cards](https://www.skedulo.com/images/lift/release-notes/1784696148703-swimlane_tertiary_data-e8830911.png) **Live search on the resource list.** A new search box on the Swimlane resource panel filters the resource list as you type. Matching is instant, case-insensitive, and accent-insensitive, and it matches any part of a resource's name. Your saved filters stay untouched, and clearing the box brings the full list back. ![Skedulo web app showing resource search bar being typed in to find resources](https://www.skedulo.com/images/lift/release-notes/1784696194345-swimlane_resource_search-607972c7.png) **Region switching in allocation.** You can now change region directly inside the new Pulse allocation experience. Pick a different region and the resource list refreshes in place while your job, search term, filters, and sort all carry over. The current region is always shown, so you no longer need to drop back to the legacy allocation modal to allocate across regions. ![Allocation modal showing dropdown with options to switch between Regions](https://www.skedulo.com/images/lift/release-notes/1784696242606-allocation_regions-2cfe6fb2.png) --- --- url: "https://www.skedulo.com/release-notes/a-new-move-action-is-now-available-in-the-pulse-scheduling-experience/" type: "releaseNote" title: "A new “Move” action is now available in the Pulse Scheduling Experience" date: "2024-09-10" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Schedulers can now use a new “Move” action to easily and quickly reschedule one or many jobs later or earlier in the schedule, with the flexibility to move jobs by days or weeks." lastmod: "2024-09-10" --- # A new “Move” action is now available in the Pulse Scheduling Experience Published September 10, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Schedulers can now use a new “Move” action to easily and quickly reschedule one or many jobs later or earlier in the schedule, with the flexibility to move jobs by days or weeks. The new Move action can be accessed via the Work list when viewing multiple jobs, or in the “Actions” menu when viewing the Context panel of an individual job. When using the Work list, simply select one or more jobs you would like to move, and then click on the “Move” action button. This will open the “Move” modal that lets you choose how many days or weeks you’d like to change the start date of the selected jobs by. You can choose to move them to either a later or earlier date. For example, say you had 5 separate jobs for a specific Resource, where each job was scheduled to start on a different day of the working week (Monday through to Friday). Lets say you also needed to move all of these scheduled jobs to a different week in the future due to some unforeseen circumstance. Previously, you would need to manually navigate to each job separately and move it to the new week, which could be time consuming and error-prone. Instead, schedulers can now use the new “Move” action to simply just select all the jobs that need to be rescheduled, and move them by the required weeks using a simple and single action. This significantly speeds up rescheduling tasks when it comes to managing work in bulk on the Skedulo Pulse Platform. Fore more information on how the new Move action works within the Pulse Scheduling Experience, [please refer to the user guide](https://docs.skedulo.com/user-guides/manage-scheduling-availability/pulse-scheduling-experience/move-work/). --- --- url: "https://www.skedulo.com/release-notes/ability-to-customize-allocation-views-in-the-pulse-allocation-experience/" type: "releaseNote" title: "Ability to customize allocation views in the Pulse Allocation Experience" date: "2025-04-10" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Enables schedulers to customise allocation views with configurable columns, order, and sorting options." lastmod: "2025-04-10" --- # Ability to customize allocation views in the Pulse Allocation Experience Published April 10, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Enables schedulers to customise allocation views with configurable columns, order, and sorting options. Schedulers now have the flexibility to tailor their allocation view to match their workflow. The Pulse Allocation Experience now supports custom views, giving users control over which columns appear, their order, and how data is sorted. These settings can be configured from the allocation admin settings area using familiar list view controls. Additionally, users can include custom columns based on fields from the resource record. ​This feature is currently in beta. We welcome your feedback to refine it further and improve the allocation process. Please speak to your Customer Success Manager if you’re interested in trying out this new feature.​ --- --- url: "https://www.skedulo.com/release-notes/ability-to-send-job-offer-reminders/" type: "releaseNote" title: "Ability to send job offer reminders" date: "2024-10-30" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "You can now send reminders to one or all workers who have not responded to a job offer." lastmod: "2024-10-30" --- # Ability to send job offer reminders Published October 30, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform You can now send reminders to one or all workers who have not responded to a job offer. We understand that things can sometimes be missed or forgotten in the busy day-to-day lives of your remote workforce. That’s why we have added a simple reminder feature to job offers, which brings them front of mind to any worker who may have missed the original message. This feature can be used to notify all resources that have not responded to the offer, or to notify a specific resource that, for example, you may know is a specifically good fit for the work. --- --- url: "https://www.skedulo.com/release-notes/account-and-location-information-now-editable-from-the-context-panel/" type: "releaseNote" title: "Account and location information now editable from the context panel" date: "2025-02-05" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The account and location fields can now be edited directly from the context panel on the Pulse Swimlane and Work list." lastmod: "2025-02-05" --- # Account and location information now editable from the context panel Published February 5, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The account and location fields can now be edited directly from the context panel on the Pulse Swimlane and Work list. Previously, these fields were read-only, which meant schedulers would need to navigate to the Job details page to make changes. This update allows for scheduler to make edits to these fields directly from the Pulse Swimlane and Work list. --- --- url: "https://www.skedulo.com/release-notes/account-fields-visibility-management/" type: "releaseNote" title: "Account Fields Visibility Management" date: "2024-04-24" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now configure which Account fields they want to hide from their mobile users to comply with their business policies." lastmod: "2024-04-24" --- # Account Fields Visibility Management Published April 24, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now configure which Account fields they want to hide from their mobile users to comply with their business policies. We have added a new setting in the Skedulo Web app under the ** Settings > Mobile app configuration > Mobile Settings > Account field visibility **: - Show Account name field - Show Billing address field - Show Shipping address field - Show Phone field - Show Fax field By default all of the above fields are shown in the Account section of Job detail. Admins can uncheck on fields that they want to hide on the mobile app. For more details, visit our Skedulo documentation and release note --- --- url: "https://www.skedulo.com/release-notes/acd-extensions-sleepover-disturbance-additional-configuration-options/" type: "releaseNote" title: "ACD – Mobile Extensions: Sleepover Disturbance v1.0.3 – Additional configuration options" version: "v1.0.3" date: "2025-04-23" productAreas: ["ACD - Mobile Extensions","Healthcare Packages"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce"] description: "Two new configuration options for Sleepover Disturbance have been introduced. You now have control over form editability based on job allocation status and can configure the Sleepover Disturbance activity type to accommodate varying business requirements." lastmod: "2025-08-06" --- # ACD – Mobile Extensions: Sleepover Disturbance v1.0.3 – Additional configuration options Published April 23, 2025 · Updated August 6, 2025 **Product areas:** ACD - Mobile Extensions, Healthcare Packages **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce Two new configuration options for Sleepover Disturbance have been introduced. You now have control over form editability based on job allocation status and can configure the Sleepover Disturbance activity type to accommodate varying business requirements. New version: 1.0.3 Compatibility requirements: Aged Care and Disability package - **Restrict form editability based on job allocation status** Businesses require better control over the ability to make changes to the form at specific stages of the job and job allocation. To support this, a new setting called **Form Readonly Settings** is now available to configure which job allocation statuses will restrict users from making updates to the form. Setup instructions: 1. Go to **Setup > Custom Metadata Types > Form Readonly Settings.** 2. Locate the setting labelled **ACD Sleepover Disturbance.** 3. In the **Value **field, specify the job allocation statuses that should make the form read-only. - **Configure Sleepover Disturbance activity type** You can now control the Activity Type** **that represents Sleepover Disturbance records to ensure consistent data migration from the V2 to MEX form and maintain integration with the Award Interpretation solution. A new setting called **Sleepover Disturbance Form Settings** allows you to configure the Activity Type when submitting a new record. Setup instructions: 1. Go to **Setup > Custom Metadata Types > Sleepover Disturbance Form Settings.** 2. Locate the setting labelled **Activity Type.** 3. In the **Value **field, specify the activity type (e.g, Sleepover, Sleepover Disturbance, Sleep Disturbance). If the field is left empty, the system will default to “Sleepover.” --- --- url: "https://www.skedulo.com/release-notes/acd-extensions-travel-and-transport-form-editability-based-on-status/" type: "releaseNote" title: "ACD – Mobile Extensions: Travel and Transport v1.1.2 – Form editability based on status" version: "v1.1.2" date: "2025-04-23" productAreas: ["ACD - Mobile Extensions","Healthcare Packages"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce"] description: "Enhanced control over form editability with job allocation status-based restrictions — improving data protection and reducing human error." lastmod: "2025-08-06" --- # ACD – Mobile Extensions: Travel and Transport v1.1.2 – Form editability based on status Published April 23, 2025 · Updated August 6, 2025 **Product areas:** ACD - Mobile Extensions, Healthcare Packages **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce Enhanced control over form editability with job allocation status-based restrictions — improving data protection and reducing human error. New version: 1.1.2 Compatibility requirements: Aged Care and Disability package Businesses require better control over the ability to make changes to the Travel and Transport form at specific stages of the job and job allocation. To support this, a new setting called **Form Readonly Settings** is now available to configure which job allocation statuses will restrict users from making updates to the form. Setup instructions: 1. Go to **Setup > Custom Metadata Types >  Form Readonly Settings.** 2. Locate the setting labelled **ACD Travel and Transport.** 3. In the **Value** field, specify the job allocation statuses that should make the form read-only. --- --- url: "https://www.skedulo.com/release-notes/action-required-salesforce-mfa-enforcement-and-skedulo-plus/" type: "releaseNote" title: "Action required: Salesforce MFA enforcement and Skedulo Plus" date: "2026-07-08" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce"] description: "Salesforce is enforcing MFA for all employee users starting 20 July 2026 on production. This will block Salesforce UI sessions in Skedulo Plus unless you enable a new SSO setting in your Salesforce org and a MFA delegation setting in your Skedulo tenant." lastmod: "2026-07-08" --- # Action required: Salesforce MFA enforcement and Skedulo Plus Published July 8, 2026 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce Salesforce is enforcing MFA for all employee users starting 20 July 2026 on production. This will block Salesforce UI sessions in Skedulo Plus unless you enable a new SSO setting in your Salesforce org and a MFA delegation setting in your Skedulo tenant. ### **Summary** Skedulo has released a new setting for Skedulo on Salesforce customers using the Skedulo Plus mobile app to access Salesforce user interfaces (e.g. Visualforce pages). There is no impact to Skedulo Pulse platform customers. Salesforce is enforcing Multi-Factor Authentication (MFA) for **all employee users** and is removing the _Waive Multi-Factor Authentication for Exempt Users_ permission that previously exempted users from this requirement. Details are in Salesforce's own release documentation: - [Prepare for MFA Enforcement for All Employee Users](https://help.salesforce.com/s/articleView?id=005321561&type=1) - [Salesforce Multi-Factor Authentication FAQ](https://help.salesforce.com/s/articleView?id=000396727&language=en_US&type=1) - [Exclude Exempt Users from MFA (and how to request exemptions)](https://help.salesforce.com/s/articleView?id=xcloud.security_mfa_exclude_exempt_users.htm&language=en_US&type=5) Skedulo Plus can embed authenticated Salesforce UI inside the mobile app, most commonly a **Visualforce page** (e.g. forms such as the Timesheets), but could include other Salesforce web UI, for example Lightning pages. Loading any of these establishes what we refer to below as a **Salesforce UI session**. This session is exactly what Salesforce's MFA enforcement now affects. Salesforce treats it as direct UI access and can interrupt it with an MFA challenge or enrolment screen that field workers cannot complete inside the app. Skedulo has delivered a platform update that restores access. This release note explains the impact, the dates that matter, and what you need to do if impacted. ### **Potential impact** If you use Skedulo on Salesforce and your field workers open **any authenticated Salesforce UI inside Skedulo Plus** (e.g. a Visualforce page, a Lightning page, or embedded Salesforce-hosted content) you will be impacted by this change. Visualforce-based forms are the most common examples, but the impact is not limited to them. Aside from Salesforce-native MFA, customers who federate Salesforce logins through a third-party identity provider such as Azure AD, where no Salesforce-side configuration alone resolves the interruption, are also impacted. When the _Waive MFA_ exemption stops applying, affected users opening a Salesforce UI session in Skedulo Plus may be presented with a "Choose a Verification Method" enrolment screen or an MFA challenge by Salesforce. Because this challenge renders inside the app's embedded browser, users cannot complete it and **cannot open the page**. Other Skedulo Plus features (e.g. jobs, offers, mobile extensions) are unaffected. They are native mobile components that integrate with Salesforce via API, not through a browser session. ### **Key dates** | Sandboxes | 06 July 2026 (was previously 22 June 2026) | Active since 06 July 2026; you can reproduce and validate the impact now. | | --- | --- | --- | | Production | 20 July 2026 | Rolled out on a staggered basis over approximately 2 months. Impact will not hit every org at the same time. | Because sandbox enforcement is already live, test in a sandbox now rather than waiting for the production date. ### **Recommended action for impacted customers** **If your field workers open any Salesforce UI (Visualforce or Lightning pages) inside Skedulo Plus, enable and test the new Salesforce MFA delegation setting as soon as possible.** **1. Reproduce and validate in your sandbox now** Sandbox MFA enforcement became active in sandboxes on 06 July 2026. In your sandbox, remove the _Waive MFA_ permission from a test worker (to mirror the post-enforcement state) and open a Salesforce UI page in Skedulo Plus to confirm whether your org is affected. **2. Configure a new SSO Setting in Salesforce as per these instructions** [https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/enable-salesforce-mfa-delegation/#part-1--configure-skedulo-sso-in-the-salesforce-org](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/enable-salesforce-mfa-delegation/#part-1--configure-skedulo-sso-in-the-salesforce-org) **3. Enable the new Salesforce MFA delegation setting in Skedulo** Skedulo now provides a tenant-controlled option: **Settings → System administration → Salesforce MFA delegation** Enabling it switches Salesforce UI sessions to a High Assurance Salesforce session (see the _'What does the Salesforce MFA setting do?'_ section below). The setting is visible only to administrators of Salesforce-backed Skedulo tenants. **4. Confirm your login enforces MFA before enabling** Enabling the toggle requires confirming an attestation that your Skedulo Plus sign-in already enforces MFA at your identity provider (e.g. Azure AD / Auth0). This is what allows Skedulo to honestly assert a High Assurance session to Salesforce. **Do not enable it if your app login does not enforce MFA.** **5. Validate the end-to-end flow in the sandbox, then coordinate production activation** After enabling in a sandbox, confirm a test worker can open the affected Salesforce UI without interruption. Contact Skedulo Support to confirm impact and coordinate turning the capability on for your production org ahead of 20 July 2026. Mobile app users should not need to re-authenticate, as Salesforce UI sessions are created when needed. **Still need the exemption?** Salesforce allows the MFA exemption to be restored for approved use cases by contacting Salesforce Support. This can be pursued in parallel as a fallback, but it is not a long term substitute for enabling the Skedulo fix. ### **What does the Salesforce MFA setting do?** Previously, Skedulo built the embedded Salesforce UI session from a server-to-server token that carried no MFA signal, so Salesforce classified it as a Standard Assurance session, exactly the sessions MFA enforcement now interrupts. Skedulo has changed how the Salesforce UI session is established. The platform now delegates the session using a **signed SAML assertion that propagates the user's genuine MFA signal** from their sign-in. Salesforce accepts this as a **High Assurance session**, so the page loads without an MFA interruption, while keeping the MFA guarantee intact rather than bypassing it. This capability is gated behind the tenant-admin **Salesforce MFA delegation** setting described above, so each customer controls when it is enabled for their org. The self-attestation confirmation at enable time ensures the High Assurance claim is honest for your environment. ### **Further assistance required?** Questions or need help validating your configuration? Contact Skedulo Support by logging a support ticket at [https://support.skedulo.com/](https://support.skedulo.com/) --- --- url: "https://www.skedulo.com/release-notes/add-multiple-resources-to-activities/" type: "releaseNote" title: "Add multiple Resources to Activities" date: "2025-10-27" productAreas: ["Web App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Activities now support multiple Resources for easier group scheduling and management." lastmod: "2025-10-27" --- # Add multiple Resources to Activities Published October 27, 2025 **Product areas:** Web App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform Activities now support multiple Resources for easier group scheduling and management. **Recurring Activities: Now supports multiple Resources** We’ve made it easier to plan and manage shared activities like training sessions, meal breaks, and admin tasks. The **Recurring Activities** extension now supports adding and managing multiple Resources, giving schedulers more flexibility and saving valuable time when coordinating team-wide activities. With this enhancement, schedulers and admins can: - **Add one or many Resources at once** – Quickly assign multiple people to the same activity using a searchable dropdown list. - **Manage with ease** – View, add, or remove Resources directly from the Activity details page. - **Streamline recurring tasks** – Combine this with Recurring Activities to effortlessly schedule repeating sessions or group events. **Why it matters** This update reduces manual effort, improves visibility across shared schedules, and helps teams stay organized — ensuring that recurring activities are easy to create, update, and manage for everyone involved. **Access to this feature** This feature is available via the Skedulo managed extension, Recurring Activities. To install this extension, please contact your Customer Success representative. --- --- url: "https://www.skedulo.com/release-notes/address-field-optional-when-creating-work/" type: "releaseNote" title: "Address field optional when creating work" date: "2025-03-14" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "When creating jobs via the web app’s create job or swimlane screen, the address field can be configured to be optional." lastmod: "2025-03-14" --- # Address field optional when creating work Published March 14, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform When creating jobs via the web app’s create job or swimlane screen, the address field can be configured to be optional. This configuration is especially useful for any work that is delivered online, as it typically does not involve travel or the calculation of travel time. Making the address field optional allows jobs to be allocated more effectively by schedulers and optimization can correctly calculate the best results for your work. This is also a great quality of life improvement for customers using the virtual meetings extension. --- --- url: "https://www.skedulo.com/release-notes/admin-settings-related-to-skedulo-v2-mobile-app-have-been-removed/" type: "releaseNote" title: "Admin settings related to Skedulo v2 mobile app have been removed" date: "2026-01-09" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "As part of the transition from Skedulo v2 to Skedulo Plus, all Skedulo v2–specific mobile app settings have now been removed from the Settings page." lastmod: "2026-01-09" --- # Admin settings related to Skedulo v2 mobile app have been removed Published January 9, 2026 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform As part of the transition from Skedulo v2 to Skedulo Plus, all Skedulo v2–specific mobile app settings have now been removed from the Settings page. The following Skedulo v2-related settings are no longer available: - Allow resources to create jobs - Enable proximity notifications - Show map in Agenda Week view - Enable in-app prompts to upgrade to the Skedulo Plus mobile app - Allow resources to create public channels - Allow resources to create private channels As part of this update, the green **Plus badge** next to Skedulo Plus settings has been removed and all remaining mobile app settings now apply **exclusively to the Skedulo Plus mobile app**. No action is required if your organization is already using Skedulo Plus. --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v10-0-is-now-available/" type: "releaseNote" title: "Aged Care and Disability v10.0 is now available" date: "2026-10-05" productAreas: ["Aged Care and Disability (ACD)"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release adds Job Creation Rules (Beta), which fill in job fields automatically when a scheduler creates a job, a setting to turn off drag-and-drop allocation in the Scheduling Console and several bug fixes." lastmod: "2026-10-05" --- # Aged Care and Disability v10.0 is now available Published October 5, 2026 **Product areas:** Aged Care and Disability (ACD) **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release adds Job Creation Rules (Beta), which fill in job fields automatically when a scheduler creates a job, a setting to turn off drag-and-drop allocation in the Scheduling Console and several bug fixes. **What's new** - **Job Creation Rule Console (Beta):** Administrators can set up rules that fill in job fields when a scheduler creates a job in the Scheduling Console. For example: "When Job Type is Home Visit, set the Resource Role to Nurse." Because the right values go in when the job is created, fewer mistakes reach billing, compliance and reporting. - **Setting to turn off drag and drop in the Scheduling Console:** Administrators can now turn off drag-and-drop allocation in both the current and new Scheduling Console. Once it's on, every allocation has to go through the allocation window. The setting is off by default. ![Disable drag and drop](https://www.skedulo.com/images/lift/release-notes/1791169632105-disable-drag-and-drop-2691a0cf.png) **Bug fixes** - Fixed an issue where completing a job from the Allied Health Calendar saved incorrect Time In Progress and Time Completed values, up to 2 hours off. Both now match the times entered. - Fixed an issue where saving a job or removing a resource in the Scheduling Console's allocation window reset completed job tasks to not completed. Completed tasks now keep their status. - Fixed an issue where updating a job in the Scheduling Console caused a "Skedulo App Sync Error" (entity is deleted) for resources who had the job open in the mobile app. Resources can now complete tasks and jobs without restarting the app. - Fixed an issue where the Availability Type and Activity Type dropdowns listed values in random order. Both now list values alphabetically. - Fixed an issue where removing a client from a group event didn't remove them from its future jobs. The client is now removed from all future jobs, including in large group events. Clients removed before this update may need to be removed from future jobs separately. - Fixed an issue in Roster Management where the **Load more** link in the resource allocation list didn't return after a Person Names filter was removed. The link now comes back, and loading continues from where it stopped. - Fixed an issue where replicating a base roster assigned new shifts to resources that had since been made inactive. Only active resources are now assigned to them. A shift whose only resource is inactive is created unassigned. --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v5-8-is-now-available-minor-release/" type: "releaseNote" title: "Aged Care and Disability v5.8 is now available (Minor release)" version: "v5.8" date: "2025-09-11" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces enhancements and fixes to the worker termination process." lastmod: "2025-09-11" --- # Aged Care and Disability v5.8 is now available (Minor release) Published September 11, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces enhancements and fixes to the worker termination process. **What’s New** - Worker termination process updates: - Added options to delete or change the status of Availability - Introduced a new termination date field **Issues Fixed** - Resolved issues with Tags and Additional Fields in the Job Creation modal --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v6-2-is-now-available/" type: "releaseNote" title: "Aged Care and Disability v6.2 is now available" version: "v6.2" date: "2025-10-20" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release moves Workflow Rules and Process Builders to Flow Builder. It also changes the default roster replication option to reduce human error." lastmod: "2025-10-20" --- # Aged Care and Disability v6.2 is now available Published October 20, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release moves Workflow Rules and Process Builders to Flow Builder. It also changes the default roster replication option to reduce human error. **What’s New** - Migrating packaged Workflow Rules, Process Builders to Flow Builder. - Updating the default Include Shifts option in the replication modal. - Updating the title of the Scheduling Console. - Worker termination enhancements. **Bug Fixes** --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v6-4-is-now-available-minor-release/" type: "releaseNote" title: "Aged Care and Disability v6.4 is now available (Minor release)" version: "v6.4" date: "2025-12-10" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release addresses bugs in functions of recurring job ensuring accurate job updates." lastmod: "2025-12-10" --- # Aged Care and Disability v6.4 is now available (Minor release) Published December 10, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release addresses bugs in functions of recurring job ensuring accurate job updates. **Bug Fixes** - Corrected an issue related to “Apply to All” function of recurring jobs --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v7-2-is-now-available/" type: "releaseNote" title: "Aged Care and Disability v7.2 is now available" version: "v7.2" date: "2026-01-19" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release delivers more accurate and reliable scheduling in ACD, with improvements that ensure worker hours reflect actual working time and long‑running Visualforce actions are handled more safely. We’ve also introduced the ability to easily resend job offers, helping schedulers quickly re‑engag…" lastmod: "2026-02-26" --- # Aged Care and Disability v7.2 is now available Published January 19, 2026 · Updated February 26, 2026 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release delivers more accurate and reliable scheduling in ACD, with improvements that ensure worker hours reflect actual working time and long‑running Visualforce actions are handled more safely. We’ve also introduced the ability to easily resend job offers, helping schedulers quickly re‑engag… ​**Improvements & new functionality** - **Improved handling of long-running Visualforce actions** Addressed an ACD issue where Visualforce pages would hit a 30-second timeout and cause duplicate submissions if Apex processing ran too long. This reduces duplicate records and unexpected side effects when operations take longer than the default time limit. - **More accurate shift-based scheduling for ACD** Updated scheduling logic to exclude shift inactive periods from scheduled hours. This ensures reported and calculated hours better reflect actual working time, improving accuracy for planning, reporting, and compliance in aged care & disability scenarios. - **Resend job offers in ACD** Introduced functionality to resend job offers so schedulers can easily re-issue offers when a worker misses a notification or a role needs to be re-offered, improving flexibility and fill rates. **Bug fixes** - **​Clarified behaviour for “Apply to All” in recurring jobs (Customer Commit)** Resolved a customer-raised bug about the “Apply to All” button in recurring jobs (YAC#181). The behaviour has been corrected/clarified so changes apply consistently across the series as intended, reducing confusion and rework for schedulers. - **Fixed error when cancelling jobs from the ACD console** Fixed an “Update Error” that appeared when cancelling a job from the console, so cancellations now complete reliably without backend errors and daily operations are smoother. --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v8-0-is-now-available/" type: "releaseNote" title: "Aged Care and Disability v8.0 is now available" date: "2026-04-14" productAreas: ["Aged Care and Disability (ACD)"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces the Allied Health Calendar Console for practitioner self-scheduling, automated base template validation and replication, improved resource visibility with schedule/contract hours on the Scheduling Console, and Salesforce flow permission alignment - along with several bug fixes." lastmod: "2026-04-14" --- # Aged Care and Disability v8.0 is now available Published April 14, 2026 **Product areas:** Aged Care and Disability (ACD) **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces the Allied Health Calendar Console for practitioner self-scheduling, automated base template validation and replication, improved resource visibility with schedule/contract hours on the Scheduling Console, and Salesforce flow permission alignment - along with several bug fixes. **What's New** - **Salesforce Flow Permission Updates (Action Required):** The managed package now includes the "Run Flows" permission in the Healthcare Scheduler Permission Set to align with Salesforce's Winter '26 enforcement.  - **Allied Health Calendar Console (New Console):** A purpose-built console that lets Allied Health Professionals manage their own schedules, view colleagues' calendars, and perform core scheduling actions (single/group jobs, shifts, activities) — all from one place. ![Allied Health Calendar Console](https://www.skedulo.com/images/lift/release-notes/1776154273331-copy-of-public-release-notes-visuals-guide-4-1dc90634.png) - **Automated Base Template Validation and Replication:** A new automated process that validates and replicates Base Templates on a daily schedule. Supports self-validation (configurable lead days), multi-template processing, and centralised control via a single Dispatcher job.  ![Scheduled Replication](https://www.skedulo.com/images/lift/release-notes/1776154315829-scheduled-replication-a7b91949.png) - **Scheduled Hour and Contract Hour Display in Resource Sections:** The Scheduling Console now shows Scheduled Hours and Contracted Hours in both the Available and Unavailable Resource sections during job allocation. Estimated travel time is also correctly calculated.  - **Job Allocation Modal — Performance Improvements:** Resource retrieval now uses pagination and result limits, offering faster Job Allocation modal load times, especially for orgs with large resource pools. - **Default Results Per Page Options on Scheduling and Resource Roster Console:** Administrators can now configure the default number of resources displayed per page on both consoles This helps to reduces repetitive manual adjustments and improves usability for teams managing large workforces. ![Default Results Per Page Setting](https://www.skedulo.com/images/lift/release-notes/1776154338290-copy-of-public-release-notes-visuals-guide-6-0c58fe6b.png) **Bug Fixes & System Updates** - Fixed the issue where field validation in the Job modal was not working correctly – when a required field (e.g., Cost Code) was left blank, the validation message appeared but the allocation modal began loading simultaneously, preventing the user from correcting the field without starting over. - Fixed the issue where fields on the Availability modal were not honouring Salesforce Date/Time settings in the ACD package.  - Fixed the issue where the 'Same Weekday' option in Delete Recurring Activity/Availability was incorrectly deleting all events in the series instead of only deleting events on the same weekday.  - Fixed the issue where duplicate jobs were being generated when users attempted to create a single client job, resulting in two identical jobs being created simultaneously. --- --- url: "https://www.skedulo.com/release-notes/aged-care-and-disability-v9-0-is-now-available/" type: "releaseNote" title: "Aged Care and Disability v9.0 is now available" date: "2026-07-20" productAreas: ["Aged Care and Disability (ACD)"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "This release automates roster publishing after replication, adds clearer publish attribution and one-click job duplication in the Scheduling Console, with multiple bug fixes." lastmod: "2026-07-20" --- # Aged Care and Disability v9.0 is now available Published July 20, 2026 **Product areas:** Aged Care and Disability (ACD) **Roles:** Administrators **Platforms:** Skedulo On Salesforce This release automates roster publishing after replication, adds clearer publish attribution and one-click job duplication in the Scheduling Console, with multiple bug fixes. ## Enhancements - **Automatically publish rosters after replication completes:** Rosters can now publish automatically once replication finishes, removing manual publishing each cycle. Publish delay and email/SMS notifications are configurable on the Replication Reschedule modal. - **Roster publishing emails now show who triggered the action:** The "Triggered by" field now names the actual user, the person who clicked Publish or configured the scheduled job, instead of the generic "Scheduled Publishing" text. - ![Copy of Public release notes visuals guide (17)](https://www.skedulo.com/images/lift/release-notes/1784451779564-copy-of-public-release-notes-visuals-guide-17-b2a2b2e9.png) - **Duplicate Jobs in the Scheduling Console:** Schedulers can now right-click a Job and select Duplicate Job to create a pre-filled copy, removing repetitive re-entry when creating similar Jobs. ![Copy of Public release notes visuals guide (18)](https://www.skedulo.com/images/lift/release-notes/1784451800942-copy-of-public-release-notes-visuals-guide-18-2f51afd7.png) ## Bug fixes and updates - Fixed the issue where **all-day leave and availability now record a full 24 hours instead of 23h 59m** or 0m across all consoles. - Fixed the issue where **shifts started at mid-night (start time is 00:00) did not render correctly** the Allied Health Calendar console. - Fixed the issue where **the Address field in Allied Health Calendar console sometimes returned "no option" **even for clearly valid locations such as a major city. - Fixed the issue where the **"Schd / Cont" column in the Job Allocation modal showed incorrect** **contracted hours **on some job records. - Fixed the issue where **Lookup-type additional fields on an activity in the Allied Health Calendar** console were silently dropped on save, so these fields now save correctly and persist on the activity record. - Fixed the issue where **cancelling a recurring pattern of jobs** on a Base Template via Cancel Job → Following Events (or All Events) only detached the first selected job, so now every cancelled job in the pattern is detached from the template. - Fixed the issue where **dispatching a job from Roster Management or the Scheduling Console always showed "Job dispatched successfully" even when the dispatch failed**, so now the specific failure reason is shown and recorded against the job allocation. - Fixed the issue where the **Allied Health Calendar console calculated Scheduled Hours inconsistently** - showing overnight and all-day payable unavailability as 0 hours and counting jobs or shifts with an excluded tag - so the figure now matches every other console. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-2cloudnine-integration-v6-1-is-now-available/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v6.1 is now available" version: "v6.1" date: "2025-10-20" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces callable functions to create 2C9 timesheet entries and items. This lets developers use custom logic. It won’t change the default outputs of the functions." lastmod: "2025-10-20" --- # AU Healthcare + 2cloudnine Integration v6.1 is now available Published October 20, 2025 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces callable functions to create 2C9 timesheet entries and items. This lets developers use custom logic. It won’t change the default outputs of the functions. **What’s New** - Callable functions to create 2C9 timesheet entries and timesheet items. - Settings for the Leave Management form. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-2cloudnine-integration-v6-2-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v6.2 is now available (Minor release)" version: "v6.2" date: "2025-11-07" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release fixes an issue with 2C9 timesheet items." lastmod: "2025-11-07" --- # AU Healthcare + 2cloudnine Integration v6.2 is now available (Minor release) Published November 7, 2025 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release fixes an issue with 2C9 timesheet items. **Bug Fixes** - Resolved an issue where 2C9 timesheet items were not created after approving Skedulo timesheets. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-2cloudnine-integration-v7-1-is-now-available/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v7.1 is now available" version: "v7.1" date: "2026-01-19" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces the ability for schedulers to resend job offers when allocations change, while also resolving issues affecting Sage timesheet item creation and leave event finish times for impacted healthcare customers." lastmod: "2026-01-19" --- # AU Healthcare + 2cloudnine Integration v7.1 is now available Published January 19, 2026 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces the ability for schedulers to resend job offers when allocations change, while also resolving issues affecting Sage timesheet item creation and leave event finish times for impacted healthcare customers. **Improvements & new functionality** **1. Job offers & workforce management** - Resending job offers more easily **Bug fixes** - **Leave Event finish time changes on timesheet approval** Fixes an issue where approving a timesheet could incorrectly change the finish time of an early leave event to match the final leave event in a block, causing overlapping leave events and inaccurate reporting. - **Timesheet Items not created on Sage timesheet after Skedulo approval** ​Fixes a regression (after upgrading to Sage package v6.1) where approving a Skedulo timesheet did not create the corresponding Timesheet Items on the linked Sage timesheet, leaving Sage records incomplete.​ --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-2cloudnine-integration-v8-0-is-now-available/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v8.0 is now available" version: "v8.0" date: "2026-04-24" productAreas: ["AUHC + 2cloudnine (sage)"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release enhances the 2cloudnine leave management integration with new validation for non-billable leave events, job/activity-level leave calculation method support (Fixed vs Scheduled), and automatic syncing of leave events when availability records change, along with a bug fix for timesheet s…" lastmod: "2026-06-08" --- # AU Healthcare + 2cloudnine Integration v8.0 is now available Published April 24, 2026 · Updated June 8, 2026 **Product areas:** AUHC + 2cloudnine (sage) **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release enhances the 2cloudnine leave management integration with new validation for non-billable leave events, job/activity-level leave calculation method support (Fixed vs Scheduled), and automatic syncing of leave events when availability records change, along with a bug fix for timesheet s… ## Improvements - **New validation for non-billable leave events:** Timesheet entries are no longer generated for non-billable Leave Events during 2cloudnine timesheet creation. Leave Types can be configured by your administrator. - **Automatically sync leave events with availability changes:** Leave Events now automatically stay in sync when an existing Availability record is edited. The system removes out-of-range Leave Events, relinks overlapping Leave Events to the correct Availability, and creates new Leave Events for newly covered time. - **Support job/activity-level leave calculation method (Fixed vs Scheduled):** Leave Event creation can now use a Job- or Activity-level Leave Calculation Method instead of being limited to the organization-level setting. A new “Field” value is added to the existing Leave Calculation Method setting, and a new configuration (Job_Leave_Calculation_Method_Field) lets admins specify which Job field drives the method. ![Leave Calculation Method](https://www.skedulo.com/images/lift/release-notes/1776325098871-copy-of-public-release-notes-visuals-guide-10--82aafbc4.png) ## Bug Fixes - Fixed a bug where timesheet submissions failed because the merge loop for back-to-back leave events, which caused Salesforce to reject the entire submission. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-2cloudnine-integration-v9-0-is-now-available/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v9.0 is now available" date: "2026-07-28" productAreas: ["AUHC + 2cloudnine (sage)"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "This release improves payroll accuracy for 2cloudnine customers by fixing how Resource assignments are dated and linked to timesheets, and adds estimated job cost visibility during Resource allocation." lastmod: "2026-07-28" --- # AU Healthcare + 2cloudnine Integration v9.0 is now available Published July 28, 2026 **Product areas:** AUHC + 2cloudnine (sage) **Roles:** Administrators **Platforms:** Skedulo On Salesforce This release improves payroll accuracy for 2cloudnine customers by fixing how Resource assignments are dated and linked to timesheets, and adds estimated job cost visibility during Resource allocation. **What's new** - **Assignment Effective Date field for Resource records:** A new Assignment Effective Date field on the Resource record lets you set the date a Classification, Award Level, or Interpretation Rule change takes effect. New assignments now start on the correct current date instead of inheriting an old payroll start date, so timesheets process cleanly in 2cloudnine rather than failing against the timesheet calendar start day. ![Assignment Effective Date](https://www.skedulo.com/images/lift/release-notes/1785142786559-assignment-effective-date-19ee8cef.png) - **More reliable Resource to timesheet linking:** Approved 2cloudnine timesheet entries now link only to assignments that are Active and already in effect, with ties resolved by a configurable Assignment Record Type Priority setting. Customers running multiple assignments per Resource, such as Primary and Secondary, will see entries land on the intended assignment instead of whichever was created most recently. ![Assignment Priority](https://www.skedulo.com/images/lift/release-notes/1785142799900-assignment-priority-a63057f3.png) - **Estimated job cost on the Job Allocation modal:** The Healthcare Package Job Allocation modal now displays an estimated cost returned by the 2cloudnine integration while you allocate Resources, giving schedulers cost visibility at the point of decision. If the 2cloudnine service is unavailable or times out, the modal continues to work without the estimate. ![Resource Costing](https://www.skedulo.com/images/lift/release-notes/1785142809082-resource-costing-eb0b65e7.png) --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-easy-employer-integration-v5-2-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v5.2 is now available (Minor release)" version: "v5.2" date: "2025-08-08" productAreas: ["AUHC + Easy Employer (EEAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release improves the accuracy of base template costing" lastmod: "2025-08-12" --- # AU Healthcare + Easy Employer Integration v5.2 is now available (Minor release) Published August 8, 2025 · Updated August 12, 2025 **Product areas:** AUHC + Easy Employer (EEAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release improves the accuracy of base template costing **What’s New** - We’ve improved the base template costing feature by adding an option to include or exclude resource shifts during the estimating period. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-easy-employer-integration-v6-1-is-now-available/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v6.1 is now available" version: "v6.1" date: "2025-10-20" productAreas: ["AUHC + Easy Employer (EEAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release moves Workflow Rules and Process Builders to Flow Builder. It also includes other improvements." lastmod: "2025-10-21" --- # AU Healthcare + Easy Employer Integration v6.1 is now available Published October 20, 2025 · Updated October 21, 2025 **Product areas:** AUHC + Easy Employer (EEAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release moves Workflow Rules and Process Builders to Flow Builder. It also includes other improvements. **What’s New** - Migrating packaged Workflow Rules, Process Builders to Flow Builder. - Estimating base template cost enhancement. - Controlling resource notification types. **Bug Fixes** --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-easy-employer-integration-v7-1-is-now-available/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v7.1 is now available" version: "v7.1" date: "2026-01-19" productAreas: ["AUHC + Easy Employer (EEAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces the ability to easily resend job offers, helping schedulers quickly follow up with candidates and keep placements on track." lastmod: "2026-01-19" --- # AU Healthcare + Easy Employer Integration v7.1 is now available Published January 19, 2026 **Product areas:** AUHC + Easy Employer (EEAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces the ability to easily resend job offers, helping schedulers quickly follow up with candidates and keep placements on track. **Improvements & new functionality** **1. Job offers & workforce management** - Resending job offers more easily **​** --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-easy-employer-integration-v9-0-is-now-available/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v9.0 is now available" date: "2026-07-30" productAreas: ["AUHC + Easy Employer (EEAI)"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "Timesheet exports to EasyEmployer now use each shift's own timezone and cost center, keeping payroll award rates and shift dates accurate across regions and daylight saving." lastmod: "2026-07-30" --- # AU Healthcare + Easy Employer Integration v9.0 is now available Published July 30, 2026 **Product areas:** AUHC + Easy Employer (EEAI) **Roles:** Administrators **Platforms:** Skedulo On Salesforce Timesheet exports to EasyEmployer now use each shift's own timezone and cost center, keeping payroll award rates and shift dates accurate across regions and daylight saving. **What's new** - Timesheet exports to EasyEmployer now use each shift's own timezone rather than a single timezone for your whole org. This means shifts export at their true local time — an 8:00am shift in NSW now exports as 8:00am, even during daylight saving, instead of drifting to 7:00am. Because EasyEmployer applies award rates based on the time it receives, this keeps your penalty-rate bands and shift dates accurate and reduces manual payroll corrections. The change applies automatically, no setting required. - Each shift's cost centre is now sent to EasyEmployer with the timesheet, so hours are associated with the right cost centre in payroll. Jobs split across several cost centers export the correct value on each shift, with no manual reallocation afterwards. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-employment-hero-integration-v6-1-is-now-available/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v6.3 is now available" version: "v6.3" date: "2025-10-20" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release migrates Workflow Rules and Process Builders to Flow Builder." lastmod: "2025-12-08" --- # AU Healthcare + Employment Hero Integration v6.3 is now available Published October 20, 2025 · Updated December 8, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release migrates Workflow Rules and Process Builders to Flow Builder. **What’s New** - Migrating packaged Workflow Rules, Process Builders to Flow Builder --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-100-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.100 is now available" version: "v1.100" date: "2020-01-06" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces new features for the Service Management Console, including alerts for un-inducted resources and consideration for secondary and temporary regions when scheduling. Additionally, it resolves a bug where the “Refresh available resources” button was not functioning correctly." lastmod: "2025-08-08" --- # AU Healthcare v1.100 is now available Published January 6, 2020 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces new features for the Service Management Console, including alerts for un-inducted resources and consideration for secondary and temporary regions when scheduling. Additionally, it resolves a bug where the “Refresh available resources” button was not functioning correctly. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.14 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? **Specifically for Skedulo customers using the Service Management Console:** When scheduling a job for a selected location, the scheduler will now be advised if a resource has not been inducted for that location. Secondary and temporary regions are now taken into consideration when allocating resources on the job dialogs in Salesforce. ### ?️ Issues Resolved Clicking the “Refresh available resources” button on the job edit dialog now correctly refreshes the available resources. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXAz](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXAz) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXAz](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXAz) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-101-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.101 is now available" version: "v1.101" date: "2020-01-13" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release adds site availability checks, enhanced holiday visibility in the console, configurable service delivered record timing, and updated job dispatch defaults, alongside minor cosmetic fixes." lastmod: "2025-08-08" --- # AU Healthcare v1.101 is now available Published January 13, 2020 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release adds site availability checks, enhanced holiday visibility in the console, configurable service delivered record timing, and updated job dispatch defaults, alongside minor cosmetic fixes. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.18 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? - For Service Management Console customers - Holiday records created in Skedulo will now display on the console. For global holidays, these will display for every region. For regional holidays, these will display in just their region. - There is now the ability to create a Site Availability. A new ‘Add Activity’ button has been made available for a site. Edit and save the new site availability record for the site. When new work or activities are created or work or activity is replicated then a check is done for the site’s availability. Any work or activity created or replicated outside the site availability will cause a conflict warning. The warning is a soft warning and can be overridden. - Previously service delivered records were only able to be created when a job was completed or cancelled. A new option has been added to allow the creation of service delivered records either… - at job completion or cancellation, or - at timesheet approval NOTE: Currently the resource’s actual times for the job will be used for the generation of the service delivered record when the ‘Timesheet Approval’ option has been configured. - When creating new jobs in Salesforce, the checkbox ‘Dispatch and Accept per Job’ option on the ‘Schedule Job’ dialog has always defaulted to checked. From this version, the ‘Dispatch and Accept Job’ option will now respect the ‘Dispatch and Accept Job’ administration setting in the Skedulo Web App. ### ?️ Issues Resolved - Some minor cosmetic fixes ### ? Manual Installation Links **⚠️   Salesforce administrators only** **Important:** When upgrading from an existing installed version prior to v1.95, some manual configuration is required. Contact the Skedulo Customer Success team prior to performing upgrades from existing v1.95 installations for further details. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXBT](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXBT) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXBT](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXBT) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-103-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.103 is now available" version: "v1.103" date: "2020-01-17" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release adds job replication features in the Resource Roster Console, enhances scheduled work hours calculation with tag exclusions, allows backdated job creation, includes resource allocation inclusion checks, and fixes client cancellation in group event jobs." lastmod: "2025-08-08" --- # AU Healthcare v1.103 is now available Published January 17, 2020 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release adds job replication features in the Resource Roster Console, enhances scheduled work hours calculation with tag exclusions, allows backdated job creation, includes resource allocation inclusion checks, and fixes client cancellation in group event jobs. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.18 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? For Resource Roster Console customers… - The console now has the ability to replicate all jobs from a selected period to a future period (e.g. one payroll period to another). An option to replicated existing allocated resources is available. Note: Enhancements in the near future will enable validation of the jobs to be replicated prior to performing the replication. - The calculation for a resource’s Scheduled Work Hours has been enhanced to allow jobs and shifts with certain tags to be excluded from the calculation. An example would be where a Sleepover shift, defined by using a sleepover tag, are able to be excluded from the calculation. - A Salesforce custom setting has been added to enable the creation of jobs on a date prior to the current date. Previously, creating jobs in the past was not possible. Resource allocation on the Salesforce ‘Schedule Job’ dialog already checks for Exclusion, Secondary Regions and Temporary Regions. Inclusion has now been added. See [Salesforce Account and Location Resource Scores](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/manage-salesforce-resource-scores/) for further details on Skedulo Inclusion and Exclusion. We heard you! Schedulers can now attach tags to contact records with the record type of ‘Client’. ### ?️ Issues Resolved The cancellation of a client from a group event job was not working as expected. This has now been addressed. ### ? Manual Installation Links **⚠️   Salesforce administrators only** **Important:** When upgrading from an existing installed version prior to v1.95, some manual configuration is required. Contact the Skedulo Customer Success team prior to performing upgrades from existing v1.95 installations for further details. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJ9](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJ9) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJ9](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJ9) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-104-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.104 is now available" version: "v1.104" date: "2020-02-10" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release adds a Site Code filter to the Resource Roster Console, improves Timesheet and Roster Management Console functionality, enhances fixed quantity precision, and resolves key issues around shift replication, job duration, and contracted hours." lastmod: "2025-08-08" --- # AU Healthcare v1.104 is now available Published February 10, 2020 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release adds a Site Code filter to the Resource Roster Console, improves Timesheet and Roster Management Console functionality, enhances fixed quantity precision, and resolves key issues around shift replication, job duration, and contracted hours. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.27 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? ##### **Resource Roster Console updates** A new ‘Site Code’ filter has been added to the Resource Roster Console. Filtering the view by a Lumary Site Code will display all single booking jobs, group event jobs, shifts and activities linked to that site code listed by Resource. ##### **Timesheet Console updates** Resource filtering on the Timesheet Console now takes into consideration a resource’s Secondary Region. ##### **Roster Management Console updates** Schedulers are now able to print a compact version of a location’s roster on the Roster Management Console. ##### **General updates** When scheduling work using ‘Fixed Quantity’, the Quantity value is now displayed and edited at 3 decimal places. ### ?️ Issues Fixed **For Roster Management Console customers…** When replicating shifts, the role is now added to the newly replicated role should there have been a conflict with an existing shift. **For Service Management Console customers…** - The job duration now increments correctly when using the ‘Add Job’ functionality - When a Participant does not have a bed status of ‘On Hold’ then the last cancellation reason is not displayed - Work that has a status of ‘Cancelled’ or ‘Confirmed’ are now excluded from Contracted Hours calculations ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJE](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJE) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJE](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXJE) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-105-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.105 is now available" version: "v1.105" date: "2020-02-18" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Introduces replication validation for rosters and job repetition in Service Management; includes a fix for restoring work from ‘On Hold’." lastmod: "2025-08-11" --- # AU Healthcare v1.105 is now available Published February 18, 2020 · Updated August 11, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Introduces replication validation for rosters and job repetition in Service Management; includes a fix for restoring work from ‘On Hold’. **⚠️ Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare Package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.27 or greater. - **Enrite Services:** 1.115 or greater. ### ? What’s New? ##### Description **Resource Roster Console:** - We’ve added the ability to validate (i.e. check) the intended replication of work to a future replication period. A new ‘Validation’ button is available on the ‘Replicate Roster’ dialog that enables you to check if the replication will cause conflicts with future scheduled work or unavailability. See [Resource Roster Console](https://auhealthcare.docs.skedulo.com/overview-of-the-resource-roster-console-rrc?solution=215) for more details. **Service Management Console:** - When creating a job, there is now the ability to create multiple future jobs using a repeating pattern. See [Service Management Console](https://auhealthcare.docs.skedulo.com/user-guides/consoles-interfaces) for more details. ### ?️ Issues Fixed ##### Description We’ve fixed a bug for when work was restored from being placed ‘On Hold’. Now the cancellation data is cleared and the work is correctly restored. ### ? Manual Installation Links **⚠️   Salesforce administrators only** **Important: **When upgrading from an existing installed version prior to v1.95, some manual configuration is required. Contact your Skedulo Customer Success Manager prior to performing upgrades from existing v1.95 installations for further details. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXLU](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXLU) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXLU](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXLU) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-106-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.106 is now available" version: "v1.106" date: "2020-03-02" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Adds roster conflict validation, viewer-based timezone display in the Timesheet Console, and customisable travel defaulting for job types." lastmod: "2025-08-11" --- # AU Healthcare v1.106 is now available Published March 2, 2020 · Updated August 11, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Adds roster conflict validation, viewer-based timezone display in the Timesheet Console, and customisable travel defaulting for job types. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility **Lumary Compatibility:** This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.27 or greater - **Enrite Services:** 1.115 or greater **Skedulo Compatibility:** This version of the AU Healthcare package is compatible with the following Skedulo packages. The following versions of the Skedulo package must be installed prior to updating the AU Healthcare package. - **Skedulo:** 102.45 or greater ### ? What’s New? **Resource Roster Console:** When validating work for a resource during the roster replication process (including validation), the process checks for shifts to which the resource may have already been allocated. Should there be a shift conflict then an exception is included in the outcome email following processing. **Timesheet Console:** There is now an option to view job start time and end time details using the viewer’s timezone. This addresses where a job is created in a certain timezone and needs to be viewed in the timezone of the viewer who is currently logged into the console. **Log Billable Travel mobile form:** A previous change in [AUHC v1.98](https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-198-is-now-available/?utm_source=google&utm_medium=cpc&utm_campaign=Brand-UK-Search%28SP%29&utm_adgroup=&utm_content=Skedulo&utm_term=skedulo&gclid=Cj0KCQiAzMGNBhCyARIsANpUkzM2AxYkbKPJxXT6kLQUI9t-kIxDLUP2COla_IyeokiWP66PqtAI8a0aAs3iEALw_wcB) was to default the ‘Actual Travel to Job’ value on the ‘Log Billable Travel’ mobile form from the ‘Start Travel’ to ‘Check In’ values. This change can now be enabled or disabled for different job types within the Salesforce org. ### Issues Resolved **Roster Management Console:** - Fixed an issue where, if the Break Type was removed from a shift, the break start time and duration were not being cleared. Now they are! **Service Management Console:** - A fix was applied to improve filtering and performance on the console. ### ? Manual Installation Links **⚠️   Salesforce administrators only** **Important: **When upgrading from an existing installed version prior to v1.95, some manual configuration is required. Contact your Skedulo Customer Success Manager prior to performing upgrades from existing v1.95 installations for further details. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXMN](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXMN) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXMN](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXMN) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-107-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.107 is now available" version: "v1.107" date: "2020-03-16" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release enhances the shift dialog for the Resource Roster Console, adds activity printing to the Roster Management Console, improves job offer notifications to use push notifications, and introduces several general usability improvements for activities and job management." lastmod: "2025-08-12" --- # AU Healthcare v1.107 is now available Published March 16, 2020 · Updated August 12, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release enhances the shift dialog for the Resource Roster Console, adds activity printing to the Roster Management Console, improves job offer notifications to use push notifications, and introduces several general usability improvements for activities and job management. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility **Lumary Compatibility:** This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.44 or greater - **Enrite Services:** 1.115 or greater **Skedulo Compatibility:** This version of the AU Healthcare package is compatible with the following Skedulo packages. The following versions of the Skedulo package must be installed prior to updating the AU Healthcare package. - **Skedulo:** 102.47 or greater ### ? What’s New? ##### Resource Roster Console - The ‘Edit Shift’ dialog has been enhanced to include Shift Name and Shift Tags when creating a shift. - Shifts added to the base roster can now be included in the roster validation and replication processes. Should a shift be added to the base roster then the shift will be replicated to the future time period. A check box is available to exclude shifts if that is desired. ##### Roster Management Console - The ‘Print Roster’ feature on the console has been enhanced to allow for the inclusion of activities. Select to either include or exclude activities when printing the roster. - The console has been enhanced to include ‘Pending Dispatch’ jobs when using the Resource filter. This brings the filter in line with other consoles. ##### Service Management Console - Jobs with and without a site will be updated with a resource’s current hours. - To support reporting purposes, the job contract service is now linked to the originating planned service. ##### General - When Salesforce events are configured to be synced with Skedulo Activities then the Salesforce ‘Subject’, if provided, will be included in the synchronisation with the Skedulo Activity. - When creating or editing an Activity, the address will be automatically populated when a Location value is selected. - When the group event ratio (i.e. ‘Attendee : Resource ratio’) is updated for a group event then a warning message will be displayed advising the scheduler to check attendee line items as the line item may need to change to match the new group event ratio. - Previously, single client jobs were updated to allow the same service agreement and line item to be selected multiple times for a client. Now group event jobs are able to do the same! - A couple of enhancements to the ‘Rate’ field on the ‘Schedule Job’ dialog…The field will default to blank. Customers were finding that the rate was just being accepted. Now a value must be chosen when adding the rate. - When editing a job with a rate value, the dollar amount is now included in the hover. Makes it easier to view the actual rate being used. - The job offers feature in the Healthcare package has been enhanced to use the standard Skedulo offer Push notification method. **IMPORTANT:** Customers who currently have an email notification for job offers will need to convert to using Push notifications when installing this version. Please contact your Skedulo Customer Success Manager for further details prior to installing this version. ### ?️ Issues Fixed - An issue was discovered where the recurring schedules were not skipping holidays when requested. This has now been fixed. - Fixed an issue where the Resource Roster Console was setting the Availability record to unavailable even if Available was selected. Now set correctly. - Fixed an issue on the Service Management Console where if the client had multiple bed records for a time period then these were being double-counted. Now the bed record is only counted once. ### ? Manual Installation Links **⚠️  Salesforce administrators only** **Important:** When upgrading from an existing installed version prior to v1.95, some manual configuration is required. Contact your Skedulo Customer Success Manager prior to performing upgrades from existing v1.95 installations for further details. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXSq](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXSq) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXSq](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NXSq) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-190-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.190 is now available" version: "v1.190" date: "2022-08-03" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes improvements to scheduled hours for sleepovers, auto-updates for client address changes, enhanced time-of-day checks for rostering and key bug fixes." lastmod: "2025-08-07" --- # AU Healthcare v1.190 is now available Published August 3, 2022 · Updated August 7, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes improvements to scheduled hours for sleepovers, auto-updates for client address changes, enhanced time-of-day checks for rostering and key bug fixes. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary: **19.3.19 or greater - **Enrite Services:** 1.307 or greater Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo: **102.54 or greater **What’s New?** - The Inactive Sleepover component in a Job is now taken into account when calculating the scheduled hours. For example,if the total duration of a sleepover job is 12 hours and the sleepover period is 8 hours, only 4 hours will be attributed to the Resources scheduled hours. This change applies to all Resources when calculating their Scheduled Hours or the Scheduled Hours on the consoles. ![Schedule Job form in Salesforce with the job duration field and a sleepover option highlighted](https://www.skedulo.com/images/lift/release-notes/2-9b1a6233.png) The sleepover duration can be set using a Custom setting_Sleepover_Duration_min_. This duration is in minutes and applies to all jobs marked as sleepover. To turn on the custom setting go to_setup > Custom metadata types > Healthcare Settings > Sleepover_Duration_min._ ![Healthcare Setting custom metadata record for the sleepover duration in Salesforce Setup](https://www.skedulo.com/images/lift/release-notes/3-d952b983.png) - If a client’s Other address is changed from the Lumary contact record, then all future Single Booking jobs associated with that client will be updated with the new address. (This does not apply if the Region is changed on the contact record, for other address types or job types) - When rescheduling jobs via drag and drop on the Roster Management Console, the Time of Day Check will show if the job is moved to a time that does not correspond with the service selected for that job. For example, if the job is using a service that is only available on Sunday and the job has been rescheduled to Tuesday, the time of day check will show. ![Roster Management Console with a Time of Day Check popup listing a client's service time conflict](https://www.skedulo.com/images/lift/release-notes/4-3492cc0d.png) - When replicating a roster on the Roster Management console, if there are conflicts with the Time of Day, you can choose to proceed with one of the following options: - ALL JOBS: Ignore the Time of Day conflicts, create all of the jobs. - COVERED JOBS: Only create Jobs whose dates/times correspond to the Time of Day on the related Service. - NO JOBS: Do not create any of the jobs scheduled. An email will then be sent out that contains a list of jobs with the corresponding Time of Day violation. The recipients of this email can be set using the custom setting_Services_Time_Of_Day_Check_Group. _For more details on how to schedule Time of Day violation emails, please refer to your CSM. ![Job Replication dialog with source and replication periods and Time of Day validation options](https://www.skedulo.com/images/lift/release-notes/5-f9fe2e5d.png) ![Services Time Of Day Check email listing job service items, scheduled times and check results](https://www.skedulo.com/images/lift/release-notes/6-30a82152.png) - When a job is cancelled and falls within the “late cancellation” time period, an activity will be created in place of the cancelled job. This activity can then be used to pay the resource that had been previously allocated to this job. Please refer to your CSM if you would like to enable this option. **Issues Fixed** - When adding an all day availability from the Resource Roster Console, an error will no longer occur. ![Resource Roster Console with the Create Availability dialog and its All Day checkbox](https://www.skedulo.com/images/lift/release-notes/7-6de7e96d.png) - An issue has been fixed where client service agreement information on a group event that has been edited is lost after refreshing the Group Event page. - The duration field in the schedule job window is no longer highlighted in red, indicating mandatory field, when using a valid value while scheduling a job. - Time of day check popup is no longer displayed when creating a recurring job if a time of day conflict has not occurred. ##### **Important** **Additional Install Component**: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://sked.lightning.force.com/articles/Knowledge/AUHC-Additional-Install-Component?anonymousBody=List%3CKnowledge__kav%3E+kv+%3D+%5Bselect+id%2C+zendesk_id__c%2C+KnowledgeArticleId%2C+Sort_by_date__c+from+Knowledge__kav+where+publishStatus+%3D+%27Online%27+and+zendesk_id__c+%21%3D+null+and+Sort_by_date__c+%3Dnull+WITH+DATA+CATEGORY+Knowledge_Base__c+BELOW+%28Release_Notes__c%29+limit+100%5D%3B%0ASystem.debug%28kv.size%28%29%29%3B%0Afor%28Knowledge__kav+k+%3A+kv%29%7B%0A++++KbManagement.PublishingService.editOnlineArticle+%28k.KnowledgeArticleId%2C+false%29%3B%0A%7D&_=1701337501426) page for further details and steps to perform the installation. ### Manual Installation Links ### (Salesforce Administrator Install Only)​ ##### Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Ie​ Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Ie --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-194-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.194 is now available" version: "v1.194" date: "2022-09-13" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes performance enhancements and bug fixes." lastmod: "2025-08-06" --- # AU Healthcare v1.194 is now available Published September 13, 2022 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes performance enhancements and bug fixes. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 19.3.19 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.54 or greater **What’s New?** The Time of Day check is now available when creating a recurring job series. When _Services_Time_Of_Day_Check_ is set to **Warning** •There will initially be a check on whether the original job of the series violates Time of Day. If there is a violation, a warning will be displayed, where you can either ignore the warning and continue the recurring job creation process, or accept the warning and stop the process. If you choose to ignore the warning, you can choose how to proceed with the Time of Day violations on future jobs using the following options: ◦ALL JOBS: Ignore the Time of Day conflicts, create all of the jobs. ◦COVERED JOBS: Only create Jobs whose dates/times correspond to the Time of Day on the related Service ◦NO JOBS: Do not create any of the jobs scheduled ![Time of Day check dialog listing a client's Time of Day conflict with options to proceed with all, compliant only or none](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-1.png) - If there is no violation on the original job, no warning will be displayed, and you can immediately start choosing how to proceed with the options above. ![Time of Day check dialog asking how to proceed with conflicts: create all, only compliant jobs, or none](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-2.png) When _Services_Time_Of_Day_Check_ is set to **Restrict** - The system will first check if the original job of the series violates Time of Day. If there is a violation, a popup will appear to inform, and you will not be able to continue the recurring job creation process. ![Time of Day check dialog showing a client's Time of Day conflict with only a Close button](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-3.png) - If there is no violation on the original job, you can immediately start choosing how to proceed with the Time of Day violations on future jobs using the following options: ![Time of Day check dialog with the option to create only jobs that comply with Time of Day settings, or none](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-4.png) When _Services_Time_Of_Day_Check_ is set to **None**, Time of Day will not be checked. After the process is complete, an email will then be sent out that contains a list of recurring jobs with the corresponding Time of Day violation. ![Skedulo Admin email listing a recurring job and the services Time of Day check result for each occurrence](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-5.png) The daily service and Resource Roster Replication Time of Day email have been reformatted to: - Include a new Client / Group Event and Resource Allocated columns - Remove the Job Service Item column A new custom setting has also been introduced: _Service_Time_Of_Day_Check_Email_Fields_. This setting can be used to add up to 2 additional fields (e.g., Location, Region, Description) to the email next to the Scheduled Times column. Daily service Time of day email: ![Services Time Of Day Check email with client, job, status, resource allocated, scheduled time and result columns](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-6.png) Resource Roster Replication Time of Day email: ![Resource Roster Replication email with a Services Time Of Day Check results table for replicated jobs](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-7.png) **Issues Fixed** - When scheduling/editing a single or group event job, changing the Jobs duration no longer automatically changes the Quantity of line items to the same number. - The custom setting _Default_Job_Start_Time_now applies to all console for when scheduling a job ![Skedulo Configs Edit custom setting for Default_Job_Start_Time with the value 1300](https://assets.skedulo.com/assets/2025/06/healthcare-for-skedulo-and-lumary-v1.194-image-8.png) **Manual Installation Links** **Important** **Additional Install Component**: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:**[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Li](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Li) **Production:**[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Li](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Li) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-205-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.205 is now available" version: "v1.205" date: "2022-12-11" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces visual indicators for Inclusion-linked Resources, role-based drag-and-drop controls, enhanced name differentiation in the Resource Roster Console, and configurable job allocation time displays. It also includes customisable resource hover views, tag removal permissions, and…" lastmod: "2025-08-07" --- # AU Healthcare v1.205 is now available Published December 11, 2022 · Updated August 7, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces visual indicators for Inclusion-linked Resources, role-based drag-and-drop controls, enhanced name differentiation in the Resource Roster Console, and configurable job allocation time displays. It also includes customisable resource hover views, tag removal permissions, and… **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary: **20.3.9 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.56 or greater ### **What’s New** When an Inclusion is applied to a Resource that is associated to the Account linked to the Job , that Resource will be displayed with a yellow star in the Resource Allocation Screen when scheduling a single Job from within the Healthcare Care Package. ![Available Resources list in the Resource Allocation screen, with a yellow star beside two resource names](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.205-image-1-3387e4b6.png) _Fig: Resource Allocation screen with yellow star beside Resource names_ —————————————————————————————– We have introduced a setting to control who can drag and drop jobs on the Roster Management Console. Only Users in a Public Group will be able to drag and drop Jobs if the setting is enabled. To Enable the setting go to_Set up < Custom Settings < Skedulo configs < Allowing_Drag_Jobs_Group_Name < Value = Public Group Name_ _—————————————————————————————–_ When searching for a Client Name or Resource name from the Roster Management Console, there was no way to tell the difference between two Clients or Resources with the same name. We have enabled two new custom settings, one for Clients and another for Resources. That setting allows you to enter the field name that you would like to show alongside the client or resource name to differentiate them.  The field name can come from the Resource or Contact Records. To set up the Custom Setting for Contact Record go to_set up < Custom settings < Skedulo Configs Custom Settings > Skedulo Configs > Edit Count_Hours_In_Two_Periods - **Values:** - **Start:** to count the entire duration in the period that the job starts (default value) - **End:** to count the entire duration in the period that the job ends - The setting supports the scheduled hours displayed in the following : - Resources and Roster in the Scheduling Console - Resources in Resource Roster Console - Timesheet Console ![Edit Skedulo Configs page for the Count_Hours_In_Two_Periods setting, with its value set to End](https://www.skedulo.com/images/lift/release-notes/2-528109f3.png) ##### Scheduled hours – Option to include/exclude break times of jobs - New setting Resource_Hours_Excluded_Time_Fields is introduced that enables adding one or multiple field values to be deducted from the scheduled hours. **To set up so that a Sleepover Duration and/or a Unpaid Meal Break Duration are excluded for example:** - Go to Setup > Custom Settings > Skedulo Configs > Edit Resource_Hours_Excluded_Time_Fields - In **Value** field: - sked__Job__r.skedhealthcare__Unpaid_Meal_Break_Duration_min__c (for Unpaid Meal Break Duration) - sked__Job__r.skedhealthcare__Sleepover_Duration_min__c (for Sleepover Duration) **To configure other fields:** - If it is Job Allocation field, add API field name - If it is Job field, add API field name and prefix with sked__Job__r - The added field values should be numbers and will be understood as minutes by default. - For the jobs that are overlapping into two timesheet periods, depending on the setting Count_Hours_In_Two_Periods, hours will be deducted from the scheduled hours of the appropriate period (see above). - The setting supports scheduled hours displayed in the following: - Resources and Roster in the Scheduling Console - Resources in Resource Roster Console - Timesheet Console ![Edit Skedulo Configs page for Resource_Hours_Excluded_Time_Fields, listing meal break and sleepover duration fields](https://www.skedulo.com/images/lift/release-notes/3-2adeb270.png) Note: Contact your CSM or Tech Support for more information. ##### Resource filter enhancement in Scheduling Console - **Current State:** - Resource filter in the Scheduling Console is dependent on the location or region filter. For example, after a location is selected, only resources that are associated with the selected location can be looked up. - **Future State:** - The dependency between Location/Region filter and the Resource filter will be made redundant. - Schedulers can search for any resources in the system. - When the selected resources do not have location association/matching region or jobs scheduled at the location or region, the interface will show “No result found”. ![Scheduling Console Resources filter dropdown listing resources while viewing by Location (Manly Centre)](https://www.skedulo.com/images/lift/release-notes/4-d7fe4771.png) ![Scheduling Console Resources filter dropdown listing resources while viewing by Region (Adelaide)](https://www.skedulo.com/images/lift/release-notes/5-b6e4ec28.png) ##### Removing Case Notes and Service Agreement Items tabs - The Case Notes tab and Service Agreement Items tab have been removed from the package. These two tabs relate to the Case Notes and Service Agreement Items objects from the Lumary package. Lumary will add and maintain these tabs going forward. - However this will only affect new orgs that first install the Skedulo Lumary package. - Lumary will reach out to provide the instructions for how to remove the tabs from your orgs before installing their new package version. ### ? Manual Installation Links **⚠️  Salesforce administrators only** **Important – Additional Install Component:** If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL3r](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL3r) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL3r](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL3r) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-246-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.246 is now available" version: "v1.246" date: "2024-01-11" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces a “Centre Capital Cost Charge” field, new filters for viewing cancelled jobs, a tabbed interface for managing job details and allocation, and enhanced features for managing resource availability. It also includes several bug fixes." lastmod: "2025-08-11" --- # AU Healthcare v1.246 is now available Published January 11, 2024 · Updated August 11, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces a “Centre Capital Cost Charge” field, new filters for viewing cancelled jobs, a tabbed interface for managing job details and allocation, and enhanced features for managing resource availability. It also includes several bug fixes. **⚠️  Important – When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements.** ##### Compatibility Lumary Compatibility: This version of the AU Healthcare package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services:** 1.307 or greater Skedulo Compatibility: This version of the AU Healthcare package is compatible with the following Skedulo packages. This version of the Skedulo package must be installed prior to updating the AU Healthcare package. - **Skedulo:** 102.56 or greater ##### Disclaimer All enhancements done on the Allocation screen for Jobs are for the default modal. If the modal has been enhanced to support Award Interpreters then these new features or enhancements will not be available by default and will require customisation. ### ? What’s New? ##### Centre Capital Cost Charge on Group Event Template - “Centre Capital Cost Charge” field allows the service provider to include the cost of maintaining the centre or building within which support is provided while creating a job. This can be used in conjunction with a recent Lumary release. - Below field has been added to Additional Fields custom setting: - Name: Centre Capital Cost Charge - Label: Centre Capital Cost Charge - Field Type: Picklist - Field API Name: skedhealthcare__Centre_Capital_Cost_Charge__c - Category: GroupEvent - Values: Allow, Prevent - Default Value: None - With the new field being added, it will appear in the Additional Fields section of the Group Event Template. - Schedulers can select this field in the template area, which is then populated to the corresponding field when scheduling group event jobs. ![Edit Group Event form with the Centre Capital Cost Charge field in Additional Fields highlighted, set to Allow](https://www.skedulo.com/images/lift/release-notes/2-6dd81501.png) ![Group Event Job View with the Centre Capital Cost Charge field highlighted, set to Allow](https://www.skedulo.com/images/lift/release-notes/3-16315808.png) - Lumary will then pull the value from this field for their Service Delivered creation process. - To set up: - The new field on Group Event Template should be automatically added when installing the new version. - To hide the field: go to Setup > Custom Settings > Skedulo Additional Fields > Deactivate Centre Capital Cost Charge field of the Group Event Jobs. - To populate the value from Group Event Template to Group Event Jobs, go to Setup > Custom Settings > Skedulo Additional Fields > Edit Centre Capital Cost Charge field of the Group Event Jobs > Set default value equal to the new field. ##### Displaying cancelled jobs and filtering by cancellation reasons on Roster Management - Schedulers can now view all or specific cancelled jobs by cancellation reasons in the Roster Management Console. - To set up: - Go to Setup > Custom Settings > Skedulo Configs > Edit existing setting RM_Show_Cancelled_Jobs to “True” - When the above setting is “True” and schedulers select “Cancelled” in the Job Status filter, the new filter Cancellation Reason is presented. - The new filter supports all or multi selection. ![Roster Management Console Cancellation Reason filter open, with two no-show reasons selected](https://www.skedulo.com/images/lift/release-notes/4-87e89331.png) ##### New interface to manage Job Details and Job Allocation - Schedulers have the option to manage Job Details (Job Details, Additional Fields, Service Details) and Job Allocation (Resourcing) in two separate tabs. - The new interface aims to: - Provide a new user experience where instead of scrolling vertically, extra “real estate” is created by using UI solutions such as tabs. - Provide greater flexibility going forward for future product enhancements. ![Job Edit / Allocation window with separate Detail and Allocation tabs highlighted, showing resourcing on the Allocation tab](https://www.skedulo.com/images/lift/release-notes/5-aaef67ac.png) - To set up: - Go to Setup > Custom Settings > Skedulo Configs > Display_Allocation_On_Tab - Values: - False: Job Details and Job Allocation on a single screen/modal (current state) - True: Job Details and Job Allocation on separate screens/tabs (new interface) - Default value is False, keeping the current state as is. - False: Job Details and Job Allocation on a single screen/modal (current state) - True: Job Details and Job Allocation on separate screens/tabs (new interface) - Default value is False, keeping the current state as is. ##### Managing availability in base template via Scheduling Console - Schedulers can now create new availability records or edit or delete existing availability records when managing a base template in the Scheduling Console. - When creating a base template for a roster, any availability records existing on the roster will be brought into the base template together with jobs, shifts and activities. This will help schedulers create a roster in accordance to a resources availability. - However when replicating a base template, the availability will not be replicated and should be managed in the Web App. ![Scheduling Console in Base Template mode, with availability records shown alongside jobs on a resource's roster](https://www.skedulo.com/images/lift/release-notes/6-87ae908c.png) **Important:** This is considered a major change to the core capability of the product, hence it is highly recommended the related processes (Job Creation, Job Allocation, Job Edit) are thoroughly reviewed and tested firstly on UAT environments before deploying to Production to mitigate unexpected risks. ##### Overnight exception batch checks Availability Templates - Availability templates of resources are created in the Skedulo Web App. Depending on the setting for your organisation will determine if you are creating Availability Template Resources or Availability Pattern Resources. - Availability Templates are the old way of creating availability and you will see this when adding /editing in the Web App. ![Skedulo Web App Availability Template dialog with template name, start and end dates, days and times](https://www.skedulo.com/images/lift/release-notes/7-4bd49462.png) - Availability Patterns are the new way of creating availability (offering more flexibility) and you will see this when adding /editing in the Web App. ![Skedulo Web App availability template dialog on the Pattern tab, with weekly or custom pattern types and day times](https://www.skedulo.com/images/lift/release-notes/8-e2ff6188.png) - The Overnight exception batch now checks either the Availability Template Resources or Availability Pattern Resources when the batch is run. - To set up: - Go to Setup > Custom Settings > Skedulo Configs > Edit Enable_Template_Availability_Callout - When set to True, the batch will check the old Availability Templates. - When set to False, the batch will check the new Availability pattern templates. - Defaulted to True. - Depending on where your availability templates are created and stored, switch the setting to the appropriate value. - Exception “Availability not set for this time” will be displayed when job allocation is not falling into any templates setup for resources. ![Job hover in the Scheduling Console with the exception reason “Availability not set for this time” circled](https://www.skedulo.com/images/lift/release-notes/9-441dfd3c.png) ### ?️ Issues Fixed - The Event Delivery Ratio fields on Group Event Template and Job Details have been deprecated as they do not drive anything , only the field on Job Service Items is maintained going forward. - The issue has been fixed whereby Event Delivery Ratio on Job Service Items was not auto populated based on the Service Agreement Items. - The issue has been fixed whereby jobs should have been auto deallocated and cancelled when a client was put on hold (based on the trigger controlled by setting Skedulo_Client_On_Hold_Capability). The root cause was because the existing trigger did not support clients with Personal Account type. - The issue has been fixed whereby picklists were showing API Names instead of Values. - The issue has been fixed whereby drag and drop functionality on the Scheduling Console was prevented when schedulers were trying to return the job to the unallocated row and the job was requiring more than one job allocation. The root cause was because in order to return a job to the unallocated row, the status must be in Dispatched or Pending Dispatched or Ready. Status Pending Allocation has been added. - The issue has been fixed whereby jobs could not be created when some values of Delivery Method picklist were deactivated in the client’s org. ##### Important Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the AUHC Additional Install Component page for further details and steps to perform the installation. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL9Q](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL9Q) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL9Q](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yL9Q) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-247-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.247 is now available" version: "v1.247" date: "2024-01-23" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Adds JSI-level billing support for Single Booking jobs, saved filter reset buttons in Roster and Scheduling Consoles, extended Late Cancellation Handler for post-start-time jobs, and balance check grouping for JSIs using the same client/service agreement." lastmod: "2025-08-11" --- # AU Healthcare v1.247 is now available Published January 23, 2024 · Updated August 11, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Adds JSI-level billing support for Single Booking jobs, saved filter reset buttons in Roster and Scheduling Consoles, extended Late Cancellation Handler for post-start-time jobs, and balance check grouping for JSIs using the same client/service agreement. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility **Lumary Compatibility:** This version of the AU Healthcare package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services:** 1.307 or greater **Skedulo Compatibility:** This version of the AU Healthcare package is compatible with the following Skedulo packages. This version of the Skedulo package must be installed prior to updating the AU Healthcare package. - **Skedulo:** 102.56 or greater ##### Disclaimer All enhancements done on the Allocation screen for Jobs are for the default modal. If the modal has been enhanced to support Award Interpreters then these new features or enhancements will not be available by default and will require customisation. ### ? What’s New? ##### Supporting billable and non-billable JSIs in Single Booking Jobs Current State: On a Single Booking job, all Job Service Items (JSIs) can only be indicated as either billable or non-billable via a mutual field on the job level. ![Job Details form with the job-level Billable / Non Billable field highlighted, set to Non-billable](https://www.skedulo.com/images/lift/release-notes/2-018f0ae3.png) Future State: On a Single Booking job, individual JSI can be indicated as billable or non-billable thanks to a new field added on every line item. Hence, different segments of a job can now be scheduled as billable or non-billable independently. ![Service Details section with a Billable / Non Billable field on each service line, highlighted](https://www.skedulo.com/images/lift/release-notes/3-a430126c.png) - “Billable/Non-billable” field on the job level will remain, and it will drive the value of the same-name field on the JSI level when it is first added. - Upon creation of the Service Delivered Record, the values of the “Billable/Non-billable” fields on the JSI level will be used. This process will remain as is and unimpacted. - To set up: Go to **Setup > Custom Settings > Skedulo Configs > Edit Allow_Billable_Select_Job** to “True” (this is an existing setting which also drives the same functionality on Group Event jobs). - Other existing setting that might be relevant: **Custom Settings > Skedulo Configs > Require_Job_Billing_Info**: set to “False” will allow creating non-billable JSIs without specifying services or service agreement items. ##### Ability to reset saved filters An enhancement has been done on the saved filter features of Roster Management and Scheduling Console, which allow the schedulers to reset saved filters back to the default state. - When first accessing the two consoles without any filters being saved, schedulers should see the icon as below. Click on the button to save filters: - On Roster Management ![Save Filter bookmark button with its tooltip in Roster Management](https://www.skedulo.com/images/lift/release-notes/4-ea8bb948.png) - On Scheduling Console ![Save Filter bookmark button with its tooltip in the Scheduling Console](https://www.skedulo.com/images/lift/release-notes/5-ffa69c28.png) - When schedulers see the icons as shown below, the two consoles already have saved filters, which are automatically populated when accessing the console. Click on the button to reset it back to the default blank state: - On Roster Management ![Clear Saved Filter bin icon button with its tooltip in Roster Management](https://www.skedulo.com/images/lift/release-notes/6-e9069082.png) ![Clear saved filter button with its tooltip beside the Today button in the Scheduling Console](https://www.skedulo.com/images/lift/release-notes/7-8d031121.png) - Repeat the process to save new filters ##### Late Cancellation Handler enhancement – Supporting jobs cancelled post start time The Late Cancellation Handler is a process within the product that supports SCHAD Award requirements related to worker reimbursement, whereby an activity is automatically created for the allocated resource upon job cancellation that satisfies the conditions of “late”. - Current State: The solution works when jobs are cancelled prior to the job’s start time. - Future State: The solution has been enhanced to support the scenario where jobs are cancelled after the job’s start time. - A new setting has been added to specify the maximum time frame (days) after the job’s start time that this process remains being triggered: - Go to **Setup > Custom Settings > Skedulo Configs > Cancellation_Period_Post_Start_Time** - Default value is 7 (days), meaning if the job is cancelled after the start time but still within 7 days, then the late cancellation handler should be triggered. (If the setting is left blank, it is automatically defaulted to 7 days) ##### Balance Check enhancement – Grouping Job Service Items with the same Client and Service Agreement Item It is the NDIS’s requirement that Face-to-Face and Non-Face-to-Face of the same service must be presented as two separate claims on clients’ invoices. Hence, there is a need to create multiple Job Service Items for the same client and the same service agreement item, while maintaining the accuracy in balance check prompt. - The balance check has been enhanced so that Job Service Items with the same Client and Service Agreement Item are grouped to total the quantity and hours before performing balance check. - The interface to inform remaining balance, the overclaim, how many jobs have sufficient funds to create and the resolution will remain as is and unimpacted. ![Service Details with two lines for the same service agreement item, one Face to Face and one Non Face to Face](https://www.skedulo.com/images/lift/release-notes/8-71a0f450.png) ![Contract Warning dialog showing a client's insufficient funds warning and resolution options for the jobs](https://www.skedulo.com/images/lift/release-notes/9-fcade788.png) ### ? Issues Fixed - The issue has been fixed whereby the resource missing tag section did not display any data. ![Resourcing Requirements section with job tags and a highlighted line naming the resource's missing tags](https://www.skedulo.com/images/lift/release-notes/10-6eaf10dc.png) ### ? Manual Installation Links **⚠️   Salesforce administrators only** **Important – Additional Install Component:** If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. - **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLAO](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLAO) - **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLAO](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLAO) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-254-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.254 is now available" version: "v1.254" date: "2024-03-07" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Visibility of Location Name added to roster-related email notifications. Scheduled hours are now consistently calculated across all consoles with flexible inclusion/exclusion options. Fixes include missing Approval Status on timesheet submissions and missing Shift Type picklist." lastmod: "2025-08-08" --- # AU Healthcare v1.254 is now available Published March 7, 2024 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Visibility of Location Name added to roster-related email notifications. Scheduled hours are now consistently calculated across all consoles with flexible inclusion/exclusion options. Fixes include missing Approval Status on timesheet submissions and missing Shift Type picklist. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility **Lumary Compatibility:** This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services:** 1.307 **Skedulo Compatibility:** This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.56 or greater ##### Disclaimer All enhancements done on the Allocation screen for Jobs are for the default modal. If the modal has been enhanced to support Award Interpreters then these new features or enhancements will not be available by default and will require customisation. ### ? What’s New ##### Location name visibility on email notifications When receiving the email notification after replicating, validating or publishing rosters via the Scheduling Console, schedulers can now see Location Name on the emails to help identify what Location the email relates to and also enable it to be searched for. The Location Name is visible on the subject and in the email body. ![Image 2](https://www.skedulo.com/images/lift/release-notes/2-988ddee9.png) ![Image 3](https://www.skedulo.com/images/lift/release-notes/3-6cfc6eb7.png) ##### Consistency showing scheduled hours The display of scheduled hours has been reviewed and enhanced to ensure the consistency in calculations across the following consoles: - Timesheet Console - Scheduling Console (on roster level and resource level) - Resource Roster Console The Scheduled hour calculations on all consoles will now account for the below common elements: - Total Job Allocation durations (not in a deleted status) - Total Payable Availability durations (see Note 1) - Total Payable Activity durations - Total Resource Shift durations (see Note 2) - Option to include or exclude Travel duration (see Note 3 for more context) - Option to count Job Allocations that extend into two pay periods (see Note 4 for more context) - Count in the period of job allocation’s start time - Count in the period of job allocation’s end time - Option to include or exclude Break Time durations (see Note 4 for more context) **Notes:** **Note 1:** The current settings to determine payable activities and availabilities on consoles remain unchanged, to reiterate: - **Scheduling Console:** Use Custom Settings > Skedulo Healthcare Value Sets > set up records with Category equal to `HSC_Activities_Display` (to display) or equal to `HSC_Activities_Schedule_Hour` (to be counted in the scheduled hours) - **Resource Roster Console and Timesheet Console:** Use Custom Settings > Skedulo Configs >`Payable_Activity_Types` or Use Custom Settings > Skedulo Healthcare Value Sets > set up records with Category equal to `Payable_Activity_Types`: **Note 2:** Including Resource Shifts or Job Allocation in the scheduled hours will depend on the event filter. **Note 3:** This option was first supported on scheduled hours of Timesheet Console and is now available on the others. Settings and logics are as follow: - Custom Settings > Skedulo Configs >`RESOURCE_HOURS_INCLUDE_TRAVEL`: Set to True to include travel duration in scheduled hours, else it will be excluded. - Custom Settings > Skedulo Configs >`RESOURCE_HOURS_TRAVEL_TIME_FIELD`: - On job allocations that are not completed, this setting will be used to find the travel time value to be included. - On job allocations that are completed, Actual Travel time field will always be included. - Custom Settings > Skedulo Configs >`RESOURCE_HOURS_INCLUDE_FIRST_JOB` and `RESOURCE_HOURS_FIRST_JOB_FIELD`: Set `RESOURCE_HOURS_INCLUDE_FIRST_JOB` to True to include travel duration of the first job. Then use `RESOURCE_HOURS_FIRST_JOB_FIELD` to determine the duration value. **Note 4:** This option was introduced in this version of Healthcare package ### ?️ Issues Fixed - The issue has been fixed where a timesheet could not be submitted due to the Approval Status field on activities being blank. - The issue has been fixed where the additional field “Shift Type” pick list was blank when creating or editing shifts in Roster Management. ### ? Manual Installation Links **⚠️  Salesforce administrators only** **Important – Additional Install Component:** If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLC0QAM](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLC0QAM) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLC0QAM](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLC0QAM) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-95-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.95 is now available" version: "v1.95" date: "2019-11-25" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces the first version of the Resource Roster Console, offering a consolidated view of jobs, shifts, activities, and availability across payroll periods, with advanced filtering and hover-to-view details. It also ensures service delivered records are correctly created for restore…" lastmod: "2025-08-08" --- # AU Healthcare v1.95 is now available Published November 25, 2019 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces the first version of the Resource Roster Console, offering a consolidated view of jobs, shifts, activities, and availability across payroll periods, with advanced filtering and hover-to-view details. It also ensures service delivered records are correctly created for restore… **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? Previously, when a job was cancelled and then restored, the service delivered record was not being created on completion of the job. This update fixes that issue and the service delivered record is now being created for restored jobs. This first version of the new Resource Roster Console (RRC) has been completed and is available for deployment to AU Healthcare customers. The RRC displays, in one view, all work being done by one or more resources for a payroll period. Work includes jobs, shifts and activities. Resource availabilities/unavailabilities are also displayed. Additional functionality includes: - Filtering by multiple resource names, resource tags or region. - Creating or editing a work item. - Creating or editing an availability / unavailability. - Viewing details of a work item by hovering over the work item. - View all work items and availability / unavailability for an individual resource. Also included is each resource’s scheduled work hours versus their contracted work hours. - Scheduled work hours are calculated as the total of all jobs, shifts, activities and unavailabilities for the payroll period. - Contracted work hours are manually added to the resource’s record. ### ?️ Issues Resolved A bug has been fixed where creating a risk on some contact records was causing an exception. All good now! ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NWtg](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NWtg) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NWtg](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NWtg) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-96-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.96 is now available" version: "v1.96" date: "2019-12-09" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces a new setting to make the job description field optional, improved handling of scheduled vs contracted hours, and enhanced usability in the activity dialog. It also includes updates for Easy Employer shift dispatching, participant filtering fixes, and availability checks wit…" lastmod: "2025-08-08" --- # AU Healthcare v1.96 is now available Published December 9, 2019 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces a new setting to make the job description field optional, improved handling of scheduled vs contracted hours, and enhanced usability in the activity dialog. It also includes updates for Easy Employer shift dispatching, participant filtering fixes, and availability checks wit… **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.6 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? A new custom setting has been added to allow the “Description” field on the job creation modal to be optional rather than always mandatory. The new custom setting is located at: **Sked Config** > **Require_Description_On_Booking**. When scheduled hours equal contracted hours, the equals sign now displays as **=** in blue, as intended. Schedulers can now type in a valid time directly into the activity dialog in addition to selecting a time. Previously, when participants were set as unattended from a job, the job still appeared on the Roster Management Console when filtering by that participant. This has been fixed. **For Easy Employer customers:** When a shift is created on the Roster Management Console, the shift is now automatically dispatched. A new check has been added when replicating shifts on the Roster Management Console to ensure the resource has availability for the new shifts. A resource is considered available when they do not have a conflicting job, shift, or activity, and have availability at the time of the shift. A warning message is now displayed when a shift is created for a resource who does not have availability. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX3s](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX3s) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX3s](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX3s) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-97-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.97 is now available" version: "v1.97" date: "2019-12-12" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces enhanced cancellation handling, allowing schedulers to flag individual jobs or service agreement items as non-billable while still assigning NDIS cancel reasons. It also resolves an error encountered during overnight job allocations." lastmod: "2025-08-08" --- # AU Healthcare v1.97 is now available Published December 12, 2019 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces enhanced cancellation handling, allowing schedulers to flag individual jobs or service agreement items as non-billable while still assigning NDIS cancel reasons. It also resolves an error encountered during overnight job allocations. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.10 or greater - **Enrite Services:** 1.115 or greater ### ? What’s New? When cancelling an individual single booking job or an individual service agreement line item on a job with multiple service agreement line items, the scheduler is now able to set the NDIS cancel reason and flag the job as non-billable. This comes in very handy when cancelling jobs close to the scheduled job date and time. For example, NDIS business rules allow for billing a cancelled job when the cancellation is within 48 hours of the scheduled start time. This new feature allows the scheduler to flag the job cancellation as non-billable should the business wish to not bill the participant even though they are able to do so. A number of customers have flagged this issue. ### ?️ Issues Resolved Previously, under certain circumstances, an error message was displayed when allocating a resource to a job that was scheduled overnight. This has now been fixed. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** ​[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9c](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9c)​ - **Production:** ​[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9c](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9c)​ Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v1-98-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.98 is now available" version: "v1.98" date: "2019-12-18" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces a default calculation for the “Actual Travel Time to Job” field on the mobile Log Billable Travel form, based on the time between the “Start Travel” and “Check In” statuses. This enhancement helps resources more easily record travel time. The feature only applies when both t…" lastmod: "2025-08-08" --- # AU Healthcare v1.98 is now available Published December 18, 2019 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces a default calculation for the “Actual Travel Time to Job” field on the mobile Log Billable Travel form, based on the time between the “Start Travel” and “Check In” statuses. This enhancement helps resources more easily record travel time. The feature only applies when both t… **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### Compatibility This version of the AU Healthcare package is compatible with the following Lumary packages. The following versions of the Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades. - **Enrite Care:** 13.16.10 or greater. - **Enrite Services:** 1.115 or greater. ### ? What’s New? To assist resources when entering actual travel time for work, the **Actual Travel Time to Job** field on the _“Log Billable Travel”_ form will now default to the duration between the **“Start Travel”** and **“Check In”** job statuses, when the values are available. Where used, resources tap **“Start Travel”** to commence travel to the work and tap **“Check In”** when arriving at the work. The time difference between these tap in values is used for the default value on the mobile form. Scenarios where the “Start Time” and “Check In” time may not be available include: - The Skedulo Web App setting to disable the **“En Route”** status and disable the **“On Site”** status has been selected. - When either one or both of the **“Start Travel”** time value and **“Check In”** time value is not recorded. The duration value is recorded in minutes and is rounded up to the nearest minute. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** ​[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9r](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9r)​ - **Production:** ​[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9r](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003NX9r)​ Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v2-2-is-now-available/" type: "releaseNote" title: "AU Healthcare v2.2 is now available" version: "v2.2" date: "2024-10-03" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces the beta version of the Allied Health Calendar, adds job status filters to the Scheduling Console, and increases the character length for budget-related fields." lastmod: "2025-09-08" --- # AU Healthcare v2.2 is now available Published October 3, 2024 · Updated September 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces the beta version of the Allied Health Calendar, adds job status filters to the Scheduling Console, and increases the character length for budget-related fields. **⚠️ Important – When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements.** ##### Daylight Saving Issues and How to Rectify This article below describes some common issues caused by Australian Daylight Saving change and the approaches Skedulo recommends to resolve: - [Daylight Savings (DST) Common Issues and How to Rectify](https://docs.google.com/document/d/1v3LVZ6lvig2yQ3REUHmaMqkkqvhtzJNfKORsEiHVSHA/edit?usp=sharing) ##### Compatibility This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56 or greater - **Lumary:** 20.3.9 or greater - **Enrite Care Service:** 1.307 or greater **Important:** There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. ### ? What’s New? ##### Allied Health Calendar (Beta Version) The Allied Health Calendar is a new console which will in time replace the existing Resource Calendar. It is designed for the specific use case of Allied Health Professionals where they have autonomy over their schedules, creating and managing their own work. To do this they are required to view, create and edit work on their peers’ calendars. The new console enables this. This console will be released in phases and because of this we are calling this release the **Beta version** which means that it is available for testing purposes only at this stage. The features available in this Beta version include: - View your own work - Create and manage jobs - Create and manage activities - Create and manage shifts - Create availability - View other resources’ calendars - Configure the calendar’s grid view The console will continue its development to prepare for **General Availability** in our next major release. ![Allied Health Calendar week view for one resource, showing jobs, shifts and activities with region and resource filters](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v2.2-image-1.png) **Important Notes:** - _Please follow our_ **_User Guide_ _(section 17. Allied Health Calendar)_**_ to prepare the access to the console and get familiar with the functionalities available in this Beta version._ - _The Beta version is ideal for a smaller group of users to test and provide feedback. Please share your feedback with your CSM or at apacsucess@skedulo.com to ensure it is considered for General Availability._ [**_Video Demonstration_**](https://drive.google.com/file/d/1esejx-aGvT3ejUvmHF-IQRpIhjka4pE1/view?usp=sharing) ##### Job Status Filters on the Scheduling Console - A new **Job Status **filter has been added to the Scheduling Console, which creates more flexibility in viewing and managing jobs on the console: ![Scheduling Console display options with the new Job Status filter beside Group By and Work Type](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v2.2-image-2.png) - The filter will be hidden when selecting another work type different from _Jobs (e.g: Shifts, Timesheet Items)_. - The existing saved filter functionality can also be used with the new filter. - The scheduled hours respect the filters whereby the jobs that are filtered out would not be counted in the hours. ##### Increasing the Max Length of Budgeted Hours and Budget fields The max length of two existing fields have been increased in order to cover more cases: - Location object (sked__Location__c): Budgeted Hours (skedhealthcare__Budgeted_Hours__c) - Location object (sked__Location__c): Budget (skedhealthcare__Budget__c) ![Salesforce Object Manager Location fields list with Budget and Budgeted Hours highlighted as 16,2 length fields](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v2.2-image-3.png) **Known issue in Salesforce** When the currency field is set to 16:2, if there are 16 characters to the left of the decimal, the decimal unexpectedly rounds, and in unexpected ways. If the data has less than 16 characters, this issue does not happen. More details [here](https://issues.salesforce.com/issue/a028c00000gAzQwAAK/currency-field-rounding-after-16-characters-to-left-of-decimal). ### ?️ Issues Fixed - The issue has been fixed whereby the JSI’s billable status is reversed (from non-billable to billable) after the job is cancelled. - The issue has been fixed whereby when the job got cancelled, the late cancellation handler still created an Activity for the Resource who was already deallocated from the job. - The issue has been fixed whereby even though the resource was available, the conflict message “resource is unavailable for the part or all of the new scheduled work” was still appearing in the email notification when validating or replicating the roster. - The issue has been fixed whereby cancelling recurring jobs in a base template was only removing the first job from the base template. All jobs being cancelled in the recurrence are now removed from the base template. - The issue has been fixed whereby Availability records did not appear in the Timesheet Console when they spanned across two pay periods. - The issue has been fixed whereby when changing the selection on a multiple picklist of an additional field of jobs, instead of updating the data to the newest selection, it accumulated the data of newest selection and the previously saved. - The issue has been fixed whereby the validation (value must be from 1 to 100) on the Apportionment field in the Group Event tab in the Timesheet Console was checking on both billable and non-billable line items. This validation now only checks against the billable line items, allowing the non-billable ones to leave the fields empty. ### ? Manual Installation Links **⚠️ Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYHlQAO](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYHlQAO) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYHlQAO](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYHlQAO) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v5-11-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare v5.11 is now available (Minor release)" version: "v5.11" date: "2025-09-19" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release introduces enhancements to the Allied Health Calendar and addresses several high-priority issues." lastmod: "2025-09-19" --- # AU Healthcare v5.11 is now available (Minor release) Published September 19, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release introduces enhancements to the Allied Health Calendar and addresses several high-priority issues. **What’s New** - Allied Health Calendar enhancements: - Manage travel and transport more effectively - Edit or delete availability and unavailability - Control job actions when a job is marked as complete - Apply permissions to create and manage events **Bug Fixes** - Resolved issues across the Scheduling Console, Resource Roster, Roster Management, and related areas --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v5-5-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare v5.5 is now available (Minor release)" version: "v5.5" date: "2025-08-08" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release introduces several enhancements on the Allied Health Calendar and fixes a few urgent bugs" lastmod: "2025-08-12" --- # AU Healthcare v5.5 is now available (Minor release) Published August 8, 2025 · Updated August 12, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release introduces several enhancements on the Allied Health Calendar and fixes a few urgent bugs **What’s New** - Allied Health Calendar enhancements: - Searchable dropdown filters - Client name display - Job auto dispatch **Bugs Fixes** - A few bugs fixed in areas such as Job Edit and Client Availability Console --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v6-11-is-now-available/" type: "releaseNote" title: "AU Healthcare v6.11 is now available" version: "v6.11" date: "2025-10-20" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release moves Workflow Rules and Process Builders to Flow Builder. It also lets authorized users schedule work for other therapists on the Allied Health Calendar. Plus, there are more exciting enhancements!" lastmod: "2025-10-20" --- # AU Healthcare v6.11 is now available Published October 20, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release moves Workflow Rules and Process Builders to Flow Builder. It also lets authorized users schedule work for other therapists on the Allied Health Calendar. Plus, there are more exciting enhancements! **What’s New** - Migrating packaged Workflow Rules and Process Builders to Flow Builder. - Travel and transport appointment calculations. - Worker termination enhancements - Job replication additional fields setting has been extended for recurring jobs. - Updating the default Include Shifts option in the replication modal modal. - Allied Health Calendar enhancements - Updating the title of the Scheduling Console. **Bug Fixes** --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v6-15-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare v6.15 is now available (Minor release)" version: "v6.15" date: "2025-11-11" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release introduces enhancements to customer work orders and includes several bug fixes." lastmod: "2025-11-11" --- # AU Healthcare v6.15 is now available (Minor release) Published November 11, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release introduces enhancements to customer work orders and includes several bug fixes. **What’s New** - **Worker termination** enhancements decouple the event clean-up process and the final action of resource termination. - **Enhanced Scheduling Console control:** Admins can now restrict Replicate and Publish actions to specific views, ensuring rosters are only managed after selecting a location or region. - **Enhanced job creation flexibility:** Schedulers can now choose whether a job uses the location’s address or the client’s home address via a new Address Method field when creating jobs. **Bug Fixes** --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v6-17-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare v6.17 is now available (Minor release)" version: "v6.17" date: "2025-12-01" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This minor release addresses bugs in the Scheduling Console ensuring uninterrupted scheduling experience." lastmod: "2025-12-01" --- # AU Healthcare v6.17 is now available (Minor release) Published December 1, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This minor release addresses bugs in the Scheduling Console ensuring uninterrupted scheduling experience. ​**Bug Fixes** - Resolved issue on the Scheduling Console ensuring job types different from Single Booking and Group Event Booking can open job edit/allocation modal seamlessly. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v7-1-is-now-available/" type: "releaseNote" title: "AU Healthcare v7.1 is now available" version: "v7.1" date: "2026-01-19" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This Healthcare release improves scheduling accuracy and control with more reliable job offers, consistent worker termination handling, and clearer address management on jobs. We’ve also refined roster replication and publishing, and now exclude inactive periods from scheduled hours so planning and…" lastmod: "2026-01-19" --- # AU Healthcare v7.1 is now available Published January 19, 2026 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This Healthcare release improves scheduling accuracy and control with more reliable job offers, consistent worker termination handling, and clearer address management on jobs. We’ve also refined roster replication and publishing, and now exclude inactive periods from scheduled hours so planning and… **Improvements & new functionality** **1. Job offers & workforce management** - Resending job offers more easily - Improved Worker termination **2. Scheduling console & roster usability** - Configurable Replicate Schedule button - Safer publishing via “View By” selection - New Address Method field on jobs **3. Self-replication (healthcare rosters)** - Defaults for replication schedule setup - Healthcare self-replication enablement work **4. Hours & reporting** - More accurate scheduled hours **Bug fixes** - Fixed a bug where a resource was not deallocated when a job offer was declined, leading to an incorrect allocation state. - Fixed an issue where the Allocated button did not refresh after a scheduler declined a job offer, causing a confusing UI state. - Fixed an issue in the Scheduling Console where Unallocated Jobs could not be scrolled, preventing schedulers from seeing all unassigned work. - Fixed a bug where the Unallocated Jobs edit screen would hang and fail to display the Area, improving reliability when editing unallocated work. - Fixed an issue where self-replication actually succeeded but the summary email reported failure, reducing false alarms for schedulers/admins. - Fixed a defect where Concentric users couldn’t cancel a job as Non‑Billable, ensuring jobs can be cancelled without billing where appropriate. - Updated a misleading error message when cancelling jobs from the console for Healcare Package users, so the message is clearer and more accurate. - Fixed an issue where an error message contained an unexpected special character for AU Healthcare customers, tidying the user experience. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v8-0-is-now-available/" type: "releaseNote" title: "AU Healthcare v8.0 is now available" date: "2026-04-10" productAreas: ["AU Healthcare (Healthcare)"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "This release delivers key enhancements to the Healthcare Scheduling Console and automated validation step for roster replication process. It also includes a required action for Salesforce Flow permissions, along with several bug fixes." lastmod: "2026-04-10" --- # AU Healthcare v8.0 is now available Published April 10, 2026 **Product areas:** AU Healthcare (Healthcare) **Roles:** Administrators **Platforms:** Skedulo On Salesforce This release delivers key enhancements to the Healthcare Scheduling Console and automated validation step for roster replication process. It also includes a required action for Salesforce Flow permissions, along with several bug fixes. **What's New** - **Salesforce Flow permission updates - Action required**: Skedulo’s managed package now includes the Salesforce “Run Flows” system permission in the Healthcare Scheduler Permission Set to align with Salesforce’s Winter ’26 enforcement of Restrict User Access to Run Flows. - **Scheduled Replication Enhancements & Automated Validation**: Replication Schedules now include automated pre-replication validation, an improved record page layout, stronger data validation rules, and dynamic schedule adjustments. Additionally, field labels have been updated for clearer terminology. - **Scheduling Console Improvements: **Several enhancements have been made to the Scheduling Console including:Edit, cancel, and manage Ghost Jobs, Shifts, and Activities directly from the Scheduling Console. Previously, these events were read-only, forcing users to navigate to different consoles to make changes. This enhancement streamlines the scheduling workflow by allowing real-time edits, cancellations, and status updates without leaving the Scheduling Console view.Job status is now indicated with colored dots for at-a-glance visibility.Activities can now be filtered by region. - **Change in configuration for Job Replication Extra Fields: **Previously, additional fields for job replication were configured via Skedulo Configs > Job_Replication_Extra_Fields. This setting has a 255-character limit on its value, which prevents customers with a large number of fields from configuring all the fields they need to replicate. Starting from this version, the configuration for extra job replication fields has been moved to Value Sets in Custom Settings. This change allows customers to configure an unlimited number of additional fields for job replication. - **Time Field Support in Additional Fields**: Additional Fields now support a time-only field type for capturing time values without an associated date. - **Filter events based on Region in Scheduling Console**: Previously, only the Location Base Template could display Activities in the scheduling view. With this enhancement, we have enabled this capability in the Regional Base Template, allowing a faster and more efficient scheduling experience. **Bug Fixes & System Updates** Fixed the issues with resource availability auto-approval, TFA apportionment in Travel and Transport records, recurring event deletion, Scheduling Console scrollbar and grouping issues, additional field display on Timesheets and more. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v9-0-is-now-available/" type: "releaseNote" title: "AU Healthcare v9.1 is now available" date: "2026-07-20" productAreas: ["AU Healthcare (Healthcare)"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "This release automates roster publishing and end-of-day Service Delivered creation, supports job duplication, adds DST-aware Job Service Items, 1-day replication and clearer scheduling controls, and resolves bug fixes across availability, calendars, and dispatch." lastmod: "2026-07-20" --- # AU Healthcare v9.1 is now available Published July 20, 2026 **Product areas:** AU Healthcare (Healthcare) **Roles:** Administrators **Platforms:** Skedulo On Salesforce This release automates roster publishing and end-of-day Service Delivered creation, supports job duplication, adds DST-aware Job Service Items, 1-day replication and clearer scheduling controls, and resolves bug fixes across availability, calendars, and dispatch. ## Enhancements - **Automatically publish rosters after replication completes:** Rosters can now publish automatically once replication finishes, with configurable publish delay and email/SMS notifications, removing manual publishing each cycle. ![Auto publish roster](https://www.skedulo.com/images/lift/release-notes/1784450386527-auto-publish-roster-f7abd8ef.png) - **Scheduled end-of-day Service Delivered creation:** A new EndOfDay trigger creates Service Delivered records for the day's completed Jobs in a single scheduled batch, avoiding double-processing of Jobs already handled by other triggers. - **Scheduling Console can now be filtered by Job Type**: Letting schedulers focus on just the work their team owns — such as Single Bookings only — instead of scrolling past every other business unit's Jobs. Because Publish and the schedule actions respect the active filter, schedulers can dispatch their own slice of the roster with confidence that they aren't touching anyone else's work. - **Faster Job Edit and Job Allocation modals:** The Allocation modal now loads Resources with pagination and the Edit modal no longer pre-fetches Resources, cutting load times significantly in orgs with large datasets. - **Sort Resources by on-shift status:** In the Scheduling Console, clicking a day column when viewing by Location now surfaces Resources with allocations at the top, making it faster to see who is on shift. - **Non-Lumary user detection via Custom Permission:** A new Is_Non_Lum_User Custom Permission reliably identifies non-Lumary users, replacing a license check that could fail for Community Users with restricted access. - **Roster replication now supports 1-day periods:** Replication across the Resource Management, Resource Roster, and Scheduling Consoles now accepts a single-day period, removing the previous 2-day minimum for faster roster turnover. - **Availability Templates in the Scheduling Console:** Recurring availability patterns defined via Availability Templates now appear in the console alongside regular Availability records, with their distinct visual style. - **Automatic daylight saving adjustment for Job Service Items:** A new org-wide rule automatically adjusts Job Service Item times across DST changes for all job flows, with the default preserving current behavior until opted in. - **Roster publishing emails now show who triggered the action:** The "Triggered by" field now names the actual user, the person who clicked Publish or configured the scheduled job, instead of the generic "Scheduled Publishing" text. ![Triggered by user](https://www.skedulo.com/images/lift/release-notes/1784450459067-copy-of-public-release-notes-visuals-guide-17-f883e9dc.png) - **Duplicate Jobs in the Scheduling Console:** Schedulers can now right-click a Job and select Duplicate Job to create a pre-filled copy, removing repetitive re-entry when creating similar Jobs. ![Duplicate job](https://www.skedulo.com/images/lift/release-notes/1784450483588-copy-of-public-release-notes-visuals-guide-18-12410bfe.png) - **See why a Resource is unavailable in the Job Allocation modal:** The modal now shows the specific availability reason, such as "Sick Leave," so schedulers can decide up front whether to send an offer. ![Unavailable type](https://www.skedulo.com/images/lift/release-notes/1784450525905-copy-of-public-release-notes-visuals-guide-20-9b0b4850.png) - **Exclude display-only activity types from scheduled hours:** Scheduled-hours totals can now be controlled with inclusion or a new exclusion mode, so display-only activity types no longer inflate the count. ## Bug fixes and updates - **Service Delivered record not created on Job cancellation**: Fixed an issue where cancelling a Job did not create a Service Delivered record even when all creation conditions were met (Create_SD_On_Cancelled_Job = true and the cancellation reason was not in the exclusion list). - **All-day Availability duration incorrect**: Fixed the calculation of all-day Availability duration, which previously resulted in 23h 59m or 0 minutes instead of the correct 24 hours. - **All-day Unavailability color not applied in Resource Roster Console**: Fixed an issue where all-day Unavailability entries displayed white text instead of respecting the colors configured in Shift Type Settings. - **Allied Health Calendar console improvements:**Fixed an issue in AHC where selecting "Single booking" after completing a Group Event job incorrectly displayed the Group Event modal with previous template data pre-selected.Fixed an issue where reloading the Allied Health Calendar with a saved filter did not correctly re-apply the Job Status filter, causing jobs of all statuses to display instead of only the filtered status.Fixed an issue where all-day Shifts starting at midnight were not rendered on the Allied Health Calendar.Fixed an issue where all-day activities were visually shrinking instead of expanding to fill the full column width when there were no overlapping events. - **Publish email label incorrect**: Corrected the publish summary email label from "Total number of jobs" to "Total number of Job Allocations" to accurately reflect the value being reported. - **Disregard All Tags no longer shows Missing Tags reason**: Fixed the issue where ticking Disregard All Tags when finding resources for a job still showed a misleading "Missing Tags" reason on unavailable resources, so that reason is now suppressed to reflect the disregard-tags choice. - **Newly published allocations no longer revert to Pending Dispatch**: Fixed the issue where Job Allocations reverted from Confirmed back to Pending Dispatch shortly after publishing a roster. - **Job save no longer overwrites untouched Additional Fields**: Fixed the issue where opening a job from the Timesheet Console and clicking Save on the Additional Fields tab without changes could silently overwrite fields (e.g. setting a blank Notification Type to the first option), so untouched fields now stay exactly as they were. --- --- url: "https://www.skedulo.com/release-notes/au-healthcare-v9-15-is-now-available-minor-release/" type: "releaseNote" title: "AU Healthcare v9.15 is now available (Minor release)" date: "2026-09-22" productAreas: ["AU Healthcare (Healthcare)"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes DEX Stage 3 reporting fields on Jobs and Job Service Items for CHSP providers, permission controls for base templates, configurable fields on the Travel & Transport pop-up, and alphabetical Activity Types." lastmod: "2026-09-22" --- # AU Healthcare v9.15 is now available (Minor release) Published September 22, 2026 **Product areas:** AU Healthcare (Healthcare) **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes DEX Stage 3 reporting fields on Jobs and Job Service Items for CHSP providers, permission controls for base templates, configurable fields on the Travel & Transport pop-up, and alphabetical Activity Types. ## What's new - **Record all 15 DEX Stage 3 additional fields on Jobs and Job Service Items in Scheduling Console**: CHSP providers must report 15 extra session-level details to the Data Exchange, covering meals, overnight support, engagement time, transport and delivery method. Schedulers now can record all 15 when creating or editing jobs, and the detail flows through to Lumary for reporting. - **Control who can edit, replicate and delete base templates**: Two new custom permissions decide who can edit a base template and who can only view it, so one accidental edit no longer cascades across weeks of roster. Existing scheduler permission sets and Allow_Roster_Deletion_Group keep their current access and behavior. - **Capture additional fields for Travel & Transport in Allied Health Console**: Administrators can add Job Allocation fields to the Travel & Transport pop-up using the new TravelTransport category in Skedulo Additional Fields, so schedulers can capture the detail on the booking instead of a separate note. ## Bug fixes & system updates - The Activity Type list, previously in an unchangeable random order, now sorts alphabetically everywhere it appears including the Scheduling Console and Timesheet Console. - Job allocations for jobs crossing midnight were given an end date on the job's start day instead of its finish day. The fix makes the allocation's end date fall back to the job's actual finish date, so overnight job allocations now come out with the right duration on single, Group Event and recurring jobs. --- --- url: "https://www.skedulo.com/release-notes/automations-is-now-available-in-open-beta/" type: "releaseNote" title: "Automation Builder is now available in open beta" date: "2026-08-14" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "The Automation Builder, our new web based low-code tool for Administrators, is now open for self-service beta testing. Build multi-step, branching automations triggered by record changes, schedules, or platform events." lastmod: "2026-08-14" --- # Automation Builder is now available in open beta Published August 14, 2026 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce The Automation Builder, our new web based low-code tool for Administrators, is now open for self-service beta testing. Build multi-step, branching automations triggered by record changes, schedules, or platform events. ## What is the Automation Builder? Until now, making Skedulo react to a change and run steps in response meant a developer and custom code. The Automation Builder lets you set it up yourself, by configuring it in the UI instead of writing code. You choose what starts it, then build the steps that follow: update a record, dispatch a job, send a notification, call an external API. Each one you build is called an automation. The Automation Builder is now in open beta and is available for Administrators to enable and use today. ## What you can build? - Set a job's urgency based on its job type - Create a job automatically when a new contact is added - Calculate a job's total cost from quantity and price - Send an SMS when a job is dispatched - Call an external API to sync a record when it changes - Run a check 10 minutes before a job's start time ## Learn more See automations in our documentation, including [how to enable](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/process-automation/automations/beta/learn/#how-to-enable-automations) the feature and what [triggers](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/process-automation/automations/triggers) and [steps](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/process-automation/automations/steps) we support. This feature is in open beta, our primary goal is to solicit feedback and explore real world use cases with customers. Trial it in development or test environments before relying on it for production use cases. Read [what to consider before enabling](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/process-automation/automations/beta/considerations/), and get an overview of [the beta program](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/process-automation/automations/beta/learn/). ## Feedback Please share feedback with Skedulo Support or your Customer Success Manager. --- --- url: "https://www.skedulo.com/release-notes/better-optimization-with-addresses-for-temporary-regions/" type: "releaseNote" title: "Better optimization with addresses for temporary regions" date: "2024-10-29" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Temporary regions have been expanded to include an address, which allows job optimization to be calculated correctly when resources are working away from their primary region." lastmod: "2024-10-29" --- # Better optimization with addresses for temporary regions Published October 29, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Temporary regions have been expanded to include an address, which allows job optimization to be calculated correctly when resources are working away from their primary region. When assigning a temporary region to a resource using the **Resource record** > **Temporary regions** screen, there is now the option to add an address. This should be the address that the resource will be traveling from each day, as it is equivalent to their home address when working in their primary region. Once an address is entered, the optimization engine will calculate schedules using this address when considering work for resources in temporary regions at the time of the scheduled work. The address is an optional field, so if you are happy with how temporary regions have worked in the past, then you can ignore this field. **Note: **Currently, temporary addresses are only used for schedule optimization. The following features are not supported at this time: - Travel time in the Swimlane - Suggestions on the job schedule page - Location-based filters in the resource allocation window For more information about temporary regions, please see [our documentation](https://docs.skedulo.com/user-guides/manage-scheduling-availability/create-and-view-schedules/create-schedules/multiple-regions/#temporary-regions). --- --- url: "https://www.skedulo.com/release-notes/bulk-move-jobs-by-hours-or-minutes/" type: "releaseNote" title: "Bulk move jobs by hours or minutes" date: "2024-10-24" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The ability to move work items in bulk by a number of minutes or hours with the Move action has been added to the Pulse Swimlane and Worklist." lastmod: "2024-10-24" --- # Bulk move jobs by hours or minutes Published October 24, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The ability to move work items in bulk by a number of minutes or hours with the Move action has been added to the Pulse Swimlane and Worklist. Previously, the Move action in the Pulse Scheduling Experience Swimlane and Worklist only allowed jobs to be moved by days or weeks. That was great for managing work that needed to be moved quite considerably; however, shifting work forwards or backwards on the same day could only be done by dragging and dropping them on the Swimlane. With this release, you now have even more control of how much to move work by, as minutes and hours have been added to the Move action units. --- --- url: "https://www.skedulo.com/release-notes/changes-to-graphql-api-to-allow-more-records-to-be-retrieved-per-query/" type: "releaseNote" title: "Changes to GraphQL API to allow more records to be retrieved per query" date: "2025-09-25" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have introduced new dynamic query limits that allow more records to be returned. Developers can use the dynamic limits by using a new “limit” parameter in queries. The ‘first’ parameter has been deprecated, but will continue to work in order to maintain backwards compatibility." lastmod: "2025-09-25" --- # Changes to GraphQL API to allow more records to be retrieved per query Published September 25, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have introduced new dynamic query limits that allow more records to be returned. Developers can use the dynamic limits by using a new “limit” parameter in queries. The ‘first’ parameter has been deprecated, but will continue to work in order to maintain backwards compatibility. Prior to this release, the Skedulo GraphQL API restricted callers to 200 top level records in a query. If more than 200 records are available, the platform allows callers to access this data using pagination to make subsequent requests. We’ve heard from developers that this limit is overly restrictive, and adds extra complexity when implementing solutions. Somewhat paradoxically this limit has also been linked to incidents where system performance was degraded, due to developers attempting to fetch multiple pages of data simultaneously. With this release we hope to address several of these concerns. **Dynamic query limits using the new “limit” parameter** When using the new “limit” parameter developers can now request up to 10,000 top level records in a single query. Instead of the previous static limits, the platform calculates a dynamic limit based on the complexity of the query. Factors that influence the dynamic limit include: - The number of Lookup/HasMany relationships referenced - The depth of nested relationships queried - The values of subquery limits in nested queries - The number of fields queried Developers can understand what the calculated limit is by checking a new response header: X-Skedulo-Dynamic-Query-Limit You can learn more about the new parameter and dynamic query limits in the updated [documentation](https://docs.skedulo.com/developer-guides/deskless-productivity-cloud/use-graphql/graphql-query-limits/). **Deprecation of the ‘first’ parameter** The previous method for restricting the number of records returned in a query was the ‘first’ parameter. With the introduction of the dynamic limits, and the new ‘limit’ operator, the ‘first’ operator has been deprecated, and should not be used. For backwards compatibility, we will continue to allow the use of the ‘first’ parameter, however we strongly encourage developers to migrate to the newer ‘limit’ parameter. For more information about the deprecation of the ‘first’ parameter, migrating to the new ‘limit’ parameter, and backwards compatibility please refer to the [documentation](https://docs.skedulo.com/developer-guides/deskless-productivity-cloud/use-graphql/graphql-query-limits/#first-parameter-deprecated). **Skedulo on Salesforce customers** The new ‘limit’ parameter is available to Skedulo on Salesforce customers, and no changes to existing implementations is required. We have improved our documentation with regards to pagination limitations when accessing Salesforce data via the Skedulo GraphQL API. For considerations when querying Salesforce data via our GraphQL API please refer to the [documentation](https://developer.skedulo.com/developer-guides/deskless-productivity-cloud/use-graphql/graphql-query-limits/). --- --- url: "https://www.skedulo.com/release-notes/changes-to-node-js-version-support-for-functions/" type: "releaseNote" title: "Changes to Node.js version support for functions" date: "2025-03-06" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have added support for Node.js v22 to functions and are announcing dates to end of support for v16 and v18." lastmod: "2025-03-06" --- # Changes to Node.js version support for functions Published March 6, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have added support for Node.js v22 to functions and are announcing dates to end of support for v16 and v18. As part of our ongoing support for [functions](https://developer.skedulo.com/developer-guides/integration-and-automation/skedulo-functions/introduction-to-functions/), and to align with policies of our underlying infrastructure providers, we continually review and update which versions of Node.js we support. With this release, we have added support for: - Node.js version 22 Additionally, we are announcing that, as of **1 August 2025**, we will end support for: - Node.js version 16 - Node.js version 18 Functions created prior to the end of support date will continue to operate; however, you will be unable to create new functions or update existing functions using unsupported versions after that time. To modify existing functions, you will be required to upgrade your code to a supported version. We recommend functions be migrated to the latest supported version. **Skedulo SDK support** The legacy Skedulo SDK will not be updated to support future versions of Node.js, which will impact the local development of functions. We recommend that you transition to the [Skedulo CLI](https://developer.skedulo.com/cli) for developing connected functions locally. --- --- url: "https://www.skedulo.com/release-notes/changes-to-node-js-version-support-for-functions-2/" type: "releaseNote" title: "Changes to Node.js version support for functions" date: "2026-01-07" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have added support for Node.js v24 to functions, removed support for Node.js v16, and are announcing dates for end of support for v18 and v20." lastmod: "2026-01-07" --- # Changes to Node.js version support for functions Published January 7, 2026 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have added support for Node.js v24 to functions, removed support for Node.js v16, and are announcing dates for end of support for v18 and v20. As part of our ongoing support for functions, and to align with policies of our underlying infrastructure providers, we continually review and update which versions of Node.js we support.. With this release, we have removed support for: - Node.js version 16 With this release, we have added support for: - Node.js version 22 Additionally, we are announcing that as of **1 March 2026,** we will end support for: - Node.js version 18 - Node.js version 20 Functions created prior to the end of support date will continue to operate; however, you will be unable to create new functions or update existing functions using unsupported versions after that time. To modify existing functions, you will be required to upgrade your code to a supported version. We recommend functions be migrated to the latest supported version. **Skedulo SDK support** The legacy Skedulo SDK will not be updated to support newer versions of Node.js, which will impact local development of functions. We recommend that you transition to the Skedulo CLI for local development of Connected functions. --- --- url: "https://www.skedulo.com/release-notes/configuration-variables-feature-is-ga/" type: "releaseNote" title: "Configuration variables feature is GA" date: "2024-05-14" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "In Q4 2023 we announced a new feature that allows developers and administrators to store configuration variables, such as URLs or credentials securely within the platform. We are proud to announce that this feature is now “Generally Available” or GA!" lastmod: "2024-05-14" --- # Configuration variables feature is GA Published May 14, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform In Q4 2023 we announced a new feature that allows developers and administrators to store configuration variables, such as URLs or credentials securely within the platform. We are proud to announce that this feature is now “Generally Available” or GA! The configuration variables feature allows developers to define and store variables as key-value pairs within the platform, and lets Administrators manage the values through the Web App Settings. These variables can then be used by other features, such as webhooks, triggered actions, and connected functions to ensure that values are not hard-coded. An example of a typical configuration variable is a URL or access token/credential for integration to an external system. Developers can choose between “secret” or “plain text” when defining a variable. Secrets are stored encrypted and are never exposed to users. Plain text variables can be viewed and modified by Administrators. Configuration variables can be used by: - Triggered Actions - Webhooks - Connected Functions For more information on how to create, manage, and use Configuration Variables, please refer to the [documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/manage-configuration-variables/). --- --- url: "https://www.skedulo.com/release-notes/control-visibility-of-virtual-meeting-section-on-job-details-screen/" type: "releaseNote" title: "Control visibility of Virtual meeting section on Job details screen" date: "2024-09-24" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The visibility of the Virtual meeting section on the Job details screen in the Web app can now be controlled via a new general setting." lastmod: "2024-09-24" --- # Control visibility of Virtual meeting section on Job details screen Published September 24, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The visibility of the Virtual meeting section on the Job details screen in the Web app can now be controlled via a new general setting. **Overview** The Virtual meeting section on the Job details screen in the Web app can now be hidden from view from users using a system setting. Previously, this section was always visible to users when viewing the Job details screen in the Web app, even for environments that don’t use the Virtual meetings extension. A new setting has been added that can be accessed via the **Settings > General** screen in the Web app, where you can control whether this section is visible or not. By default, this setting will be disabled, meaning the Virtual meeting section will be hidden from view on the Job details screen. **Related links:** - [Settings documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/config-users-and-preferences/view-configure-general-settings/#show-the-virtual-meeting-section-on-the-job-details-screen) - [Virtual meetings extension documentation](https://docs.skedulo.com/user-guides/create-and-edit-work/create-and-manage-work/in-skedulo-web-app/add-virtual-meetings-to-work/) --- --- url: "https://www.skedulo.com/release-notes/create-custom-fields-with-unique-constraints-in-the-web-app/" type: "releaseNote" title: "Create custom fields with unique constraints in the web app" date: "2025-08-07" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "You can now create custom fields that have unique constraints in the web app settings." lastmod: "2025-08-07" --- # Create custom fields with unique constraints in the web app Published August 7, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform You can now create custom fields that have unique constraints in the web app settings. If you are creating custom fields for objects you can now create a field that has a unique constraint using the web app by navigating to Settings > Data management > Objects & fields, and select the object you want to add the field to. After choosing the data type for the field, the “Create custom field” modal now includes a section called “Constraints,” where you can set the unique constraint. **What are unique constraints?** A unique constraint is a data integrity rule that ensures all values in a specified field, for a given object, are distinct from one another. It prevents the insertion of duplicate non-null values, thereby enforcing the uniqueness of the data for business logic purposes. **What can I do with unique constraints?** When integrating data from multiple systems, it’s highly effective to store an external system’s identifier in a field on your object. By placing a unique constraint on this field, you enable the use of a single upsert mutation via the GraphQL API, to streamline the data synchronization process. This approach is powerful because the upsert command fundamentally relies on that unique constraint to determine if a record already exists. The database automatically leverages the constraint to decide whether to perform an **UPDATE **on a matching record or an **INSERT **if no match is found, thereby simplifying the integration logic by removing the need for the client system to perform its own preliminary check. **Restrictions associated with unique constraints** The following restrictions apply when using unique constraints: - They are only supported on fields with the field type: - You can only mark a field as having a unique constraint when you create it, and the constraint cannot be removed. - Text - Decimal - Integer - Url --- --- url: "https://www.skedulo.com/release-notes/create-follow-up-job-extension-inherit-location-job-tags-and-tasks-from-the-original-job/" type: "releaseNote" title: "Create Follow Up Job Extension – Inherit Location, Job Tags, and Tasks from the Original Job" date: "2025-01-08" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new enhancement to the ‘Create Follow-Up Job’ product extension allows resources to create follow-up jobs with more inherited fields than before, streamlining workflows and ensuring more accurate and efficient job scheduling." lastmod: "2025-01-08" --- # Create Follow Up Job Extension – Inherit Location, Job Tags, and Tasks from the Original Job Published January 8, 2025 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new enhancement to the ‘Create Follow-Up Job’ product extension allows resources to create follow-up jobs with more inherited fields than before, streamlining workflows and ensuring more accurate and efficient job scheduling. Follow-up jobs now inherit additional fields from the original job, in addition to the previously inherited fields such as Account ID, Contact ID, and Description. The newly inherited fields include: - **Location information: **Location ID, GeoLatitude, and GeoLongitude. - **Job Tasks:** With the option to retain the original task statuses. - **Job Tags.** This enhancement minimizes manual input and ensures follow-up jobs fit seamlessly into the organization’s schedule workflow. --- --- url: "https://www.skedulo.com/release-notes/create-multiple-duplicates-of-a-job-in-one-action/" type: "releaseNote" title: "Create multiple duplicates of a job in one action" date: "2024-10-03" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The duplicate job feature in the Pulse Scheduling Experience has been updated to allow for multiple duplicates to be made at once." lastmod: "2024-10-03" --- # Create multiple duplicates of a job in one action Published October 3, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The duplicate job feature in the Pulse Scheduling Experience has been updated to allow for multiple duplicates to be made at once. The “duplicate job” action in the Pulse Scheduling Experience Work list now has the option to specify the number of duplicates of each job being copied. When duplicating a job, simply add the number of duplicates you need in the field provided and click **Continue**. Once the duplicates have been created, you will see the details of the duplicate jobs that have been created. Note: There is a limit on the number of duplicates you can create per job (100) and on the total number of jobs created when multiple jobs are duplicated in one action (2000). --- --- url: "https://www.skedulo.com/release-notes/create-new-job-extension-apply-job-templates-to-new-jobs/" type: "releaseNote" title: "Create New Job Extension – Apply Job Templates to New Jobs" date: "2025-01-09" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new version of the ‘Create New Job’ product extension has been released to ensure consistency across jobs of the same type, aligning them with standardized details and requirements." lastmod: "2025-01-09" --- # Create New Job Extension – Apply Job Templates to New Jobs Published January 9, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new version of the ‘Create New Job’ product extension has been released to ensure consistency across jobs of the same type, aligning them with standardized details and requirements. Starting with version 1.0.0, when resources (mobile users) create a new job and select a job type using the ‘Create New Job’ extension, it will automatically populate fields using the values from job templates. The following fields will inherit values from the job template: - **Standard job fields:** Includes Description, Account, Contact, Region, and Urgency. Mobile users can modify these values before saving. - **Job requirements and tasks:** Displayed as read-only at the bottom of the form and cannot be edited by mobile users. The previous version does not support auto-populating data from job templates, which leads to inconsistencies. Now, this enhancement will streamline the job creation process more, ensuring consistency and scheduling accuracy while allowing users to make necessary adjustments where needed. --- --- url: "https://www.skedulo.com/release-notes/create-update-and-delete-triggered-actions-via-the-web-app/" type: "releaseNote" title: "Create, update, and delete triggered actions via the web app" date: "2025-04-02" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Administrators can now create, update, and delete triggered actions via the web app, allowing them to more easily manage automations." lastmod: "2025-04-03" --- # Create, update, and delete triggered actions via the web app Published April 2, 2025 · Updated April 3, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Administrators can now create, update, and delete triggered actions by navigating to: **Settings > Developer tools > Triggered actions**. They can also enable and disable triggered actions, or change the properties of the trigger or action elements to make changes in the business logic of the automation. In previous releases, we enabled administrators to view the triggered actions that were deployed in their team and allowed them to access execution logs. We’ve expanded this functionality to allow administrators to create new triggered actions and to modify existing ones. Of particular value to administrators is the ability to enable or disable a triggered action to start or stop automations, without the need to use developer tools or APIs. This is useful if you’re managing an integration with an external system or attempting to debug an issue with an automation. The ability to use this functionality is controlled by the view and modify webhooks and triggered actions permissions, or can be used by any user with the Administrator role. --- --- url: "https://www.skedulo.com/release-notes/customizable-object-labels-for-standard-and-custom-objects/" type: "releaseNote" title: "Customizable object labels for standard and custom objects" date: "2026-09-01" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "Set distinct singular and plural labels on custom objects, and override defaults for standard objects." lastmod: "2026-09-01" --- # Customizable object labels for standard and custom objects Published September 1, 2026 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform Set distinct singular and plural labels on custom objects, and override defaults for standard objects. ## What's new **In the web app:** - When you create or edit a custom object, you can enter an Object label and an Object plural label separately, so it reads naturally everywhere it appears (for example, "Company" and "Companies") instead of relying on an auto-generated plural. - You can override a standard object's label, such as renaming "Jobs" to "Appointments", from **Settings > Data management > Objects & fields**. The override changes only the display label; it doesn't affect the object's underlying API name or its data. See [Where a customized object label appears](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/create-and-customize-work/create-manage-data-objects/#where-a-customized-object-label-appears) for where customized labels are displayed. **Using the CLI:** - You can set the same custom object labels through the `custom-object` artifact. - You can override a standard object's label through the `standard-object-override` artifact. ## Access to this feature This is available on Skedulo Pulse Platform; Skedulo for Salesforce tenants continue to manage object labels in Salesforce, singular and plural labels are supported automatically via field mappings. --- --- url: "https://www.skedulo.com/release-notes/customizable-quick-create-menu-beta/" type: "releaseNote" title: "Customizable quick create menu (Beta)" date: "2024-07-17" productAreas: ["Web App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now customize the quick-create menu in the web app toolbar by user role." lastmod: "2024-07-17" --- # Customizable quick create menu (Beta) Published July 17, 2024 **Product areas:** Web App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now customize the quick-create menu in the web app toolbar by user role. In addition to the pre-existing quick-create options of **Jobs**, **Activities**, **Availability**, and **Unavailability**, Admins can now also add the following create-screens as quick-create menu links: - Availability pattern - Account - Contact - Holiday - Location - Region - Tag - Resource - Asset - User For each quick create menu item added, the admin can choose which other user roles the menu item should be visible for (similar to how the existing navigation menu customization tool works). You can also add a custom link as a quick-create menu option if you want users to navigate to either an internal or external custom create screen. Additionally, you can also customize the name of each quick-create menu option (e.g. changing the label for “Jobs” to “Work”). This allows more flexibility and customizability of the web app experience by tailoring the create UX workflows for each user persona according to specific business requirements. For example, you might have Resources that login to the web app but you don’t want them accidentally navigating to the screens for creating Availability or Jobs, only Activities. Or, you might want to drive users to create Jobs in an external system, rather **How do I enable this feature?** At present, this feature is still in Beta and behind a feature flag that needs to be enabled first before the feature can be used. To enable this feature, simply navigate to **“Settings”** > **“Beta features”**, and then enable the **“Enable customizable quick create menu”** setting. You might need to refresh your web browser screen for the feature to take effect. ​**How do I use this feature?** Please refer to the public user guide on how to use this feature. **Related links** - ​[User guide](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/config-users-and-preferences/configure-navigation-menu/#customize-the-quick-create-menu) - ​[Beta feature flag instructions](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/enable-beta-features/#use-customizable-quick-create-menu)​ --- --- url: "https://www.skedulo.com/release-notes/customize-the-color-of-activity-cards-on-the-pulse-scheduling-experience-swimlane/" type: "releaseNote" title: "Customize the color of Activity cards on the Pulse Scheduling Experience swimlane" date: "2026-09-03" productAreas: ["Web App"] roles: ["Schedulers","Administrators"] platforms: ["Skedulo Pulse Platform"] description: "Admins can now set a custom color for Activity cards on the new Pulse Scheduling Experience swimlane, making activities like training, meetings, and breaks visually distinct from work and unavailability at a glance." lastmod: "2026-09-03" --- # Customize the color of Activity cards on the Pulse Scheduling Experience swimlane Published September 3, 2026 **Product areas:** Web App **Roles:** Schedulers, Administrators **Platforms:** Skedulo Pulse Platform Admins can now set a custom color for Activity cards on the new Pulse Scheduling Experience swimlane, making activities like training, meetings, and breaks visually distinct from work and unavailability at a glance. #### **What's new** - **Organization-wide color for Activity cards:** Admins can now set a custom color for Activity cards on the new Pulse Scheduling Experience swimlane, making activities such as training, meetings, and breaks visually distinct from work and unavailability at a glance. - **Configured in one place:** A new **Activity cards** tab sits inside **Settings > Scheduling > Work card styling**, alongside the existing Work card and Unavailability tabs. Pick a color from the palette, preview it live on a sample card, and save. - **Direct response to long-standing customer feedback:** This was one of the most requested scheduling configuration items from our customers. It is now live for all Organizations on the new Pulse Scheduling Experience. --- --- url: "https://www.skedulo.com/release-notes/customize-your-web-app-interface-with-page-builder-now-ga/" type: "releaseNote" title: "Customize your web app interface with Page Builder, now GA!" date: "2026-06-12" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Page Builder lets administrators customize the web app interface without code, now generally available." lastmod: "2026-06-12" --- # Customize your web app interface with Page Builder, now GA! Published June 12, 2026 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Page Builder lets administrators customize the web app interface without code, now generally available. Page Builder has graduated from Open Beta to General Availability, enabling administrators to customize the web app interface without code. ## What can I do with page builder? Page builder supports any standard or custom object, allowing you to customise: - Lists of records - Record detail pages - Create record pages With page builder, you can now: - Customize page headers - Add/Remove tabs - Modify field layouts on record detail and record create pages - Change field labels and visibility​ - Configure related lists of records - Control visibility of sections of a page ## Enable page builder in your team today If you’re an Administrator of a Skedulo team, you can enable page builder and start customizing the UI to better suit the needs of your users. For details, see the Page Builder documentation. ## Thanks to our beta testers! A special thank-you to all our customers who participated in the open beta for Page Builder! --- --- url: "https://www.skedulo.com/release-notes/daily-work-hour-limits-for-optimization/" type: "releaseNote" title: "Daily work hour limits for optimization" date: "2026-01-09" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "A new daily period has been added to work hour limits, alongside existing weekly options. When daily limits are set, optimization avoids exceeding the maximum hours per day and attempts to meet the minimum hours defined." lastmod: "2026-01-09" --- # Daily work hour limits for optimization Published January 9, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform A new daily period has been added to work hour limits, alongside existing weekly options. When daily limits are set, optimization avoids exceeding the maximum hours per day and attempts to meet the minimum hours defined. Work hour limits now support a **daily time period**, in addition to weekly, bi-weekly, and four-week options. With daily limits configured, optimization will not allocate work beyond the maximum hours per day and will attempt to schedule enough jobs to reach the minimum daily hours where possible. This provides more granular control over how work is distributed each day. --- --- url: "https://www.skedulo.com/release-notes/delete-meeting-automation-for-virtual-meetings/" type: "releaseNote" title: "Delete meeting automation for Virtual meetings" date: "2024-07-24" productAreas: ["Web App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Virtual meetings extension can now be configured to automatically delete meetings when jobs are updated" lastmod: "2024-07-24" --- # Delete meeting automation for Virtual meetings Published July 24, 2024 **Product areas:** Web App **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Virtual meetings extension can now be configured to automatically delete meetings when jobs are updated Similar to the existing “Create Meeting Jobs Filter” filter field, which creates new meetings based on a filter, the same type of filtered automation can be now configured to delete meetings automatically using the new (and optional) “Delete Meeting Jobs Filter” field. Simply enter the filter you’d like to use as the trigger for the automation, and the automation will only delete meetings if the job state matches that filter after it has been updated. This is useful if you want to make sure that virtual meetings get deleted in the 3rd party meeting provider if it’s no longer required. For example, when the job gets cancelled. ## **How to access this new feature** Users will need to upgrade their instance of the Virtual meetings extension to version 1.0.2 or above to use this new feature. Once installed, you will need to first disable the existing automation (if enabled) before you can configure and use the new delete meeting automation. Contact your Skedulo Customer Success representative to have the Virtual meetings extension installed or upgraded in your Skedulo environment. For more information on the Virtual meetings extension, please refer to [the user guide](https://docs.skedulo.com/user-guides/create-and-edit-work/create-and-manage-work/in-skedulo-web-app/add-virtual-meetings-to-work/). --- --- url: "https://www.skedulo.com/release-notes/dependent-picklists-now-available-in-page-builder/" type: "releaseNote" title: "Dependent picklists now available in Page Builder" date: "2026-05-11" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "Picklist fields in Page Builder now filter their available options based on a controlling field, helping users select the right value and reducing data entry errors. Dependent picklists update live as the controlling field changes, and any selections that are no longer valid are cleared automatical…" lastmod: "2026-06-08" --- # Dependent picklists now available in Page Builder Published May 11, 2026 · Updated June 8, 2026 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform Picklist fields in Page Builder now filter their available options based on a controlling field, helping users select the right value and reducing data entry errors. Dependent picklists update live as the controlling field changes, and any selections that are no longer valid are cleared automatical… Page Builder now supports dependent picklists. When a picklist field is configured with a controlling field in the data model, its options are filtered to show only the values that are valid for the current controlling field value. **How it works** - Available on both create and edit pages built with Page Builder. - As the controlling field changes, the dependent picklist updates immediately to reflect the new valid options. - If the user has already selected a value that’s no longer valid, the dependent field is cleared automatically. --- --- url: "https://www.skedulo.com/release-notes/deprecation-notice-for-the-skedulo-sdk/" type: "releaseNote" title: "Deprecation notice for the Skedulo SDK" date: "2025-03-18" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Skedulo SDK will be deprecated as of 30 May 2025. The ability to download the SDK will be restricted with immediate effect." lastmod: "2025-03-18" --- # Deprecation notice for the Skedulo SDK Published March 18, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Skedulo SDK will be deprecated as of 30 May 2025. The ability to download the SDK will be restricted with immediate effect. The Skedulo SDK is being deprecated. After careful consideration, the decision has been made to discontinue support for this tool. As of **18 March 2025**, the Skedulo SDK will no longer be available to download, and deprecation notices will be placed on all documentation. As of **30 May 2025**, all references to Skedulo SDK will be removed from documentation. As of **1 Aug 2025**, the ability to maintain connected functions via the SDK will no longer be supported. We encourage all developers to transition to the **Skedulo CLI** for maintaining solutions for the Skedulo Platform. For more details on how to use the Skedulo CLI, please refer to the following link: [Introduction to the Skedulo CLI](https://developer.skedulo.com/developer-guides/cli/skedulo-cli-introduction/). **Impact on Skedulo V2 mobile app extensions for custom forms:** - If you are a developer using the Skedulo SDK to maintain custom forms for the V2 mobile app, please note that the Skedulo CLI does not support this capability. - We encourage you to migrate your users to [Skedulo Plus](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/introduction/) and forms to the [Skedulo Plus extensions](https://docs.skedulo.com/developer-guides/customize-and-extend-mobile/skedulo-plus-extensions/mex-intro/). Also consider migrating forms to the [Form Builder](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-in-pulse/overview/). - The end of support for the Skedulo SDK does not impact the support or operation of any forms already deployed. If you already have the Skedulo SDK, you can continue to use it to maintain forms; however, we strongly recommend you migrate to Skedulo Plus extensions, as referenced above. - There is no immediate impact if your custom forms are implemented and maintained by Skedulo Professional Services, as they will continue to have access to the Skedulo SDK whilst the V2 mobile app and forms are supported. Thank you for your understanding. For any questions or assistance during this transition, please [contact our support team](https://support.skedulo.com/s/contactsupport). --- --- url: "https://www.skedulo.com/release-notes/description-is-now-available-on-form-builder/" type: "releaseNote" title: "Description is now available on Form Builder" date: "2024-05-24" productAreas: ["Mobile App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Users can now add a description for components when creating forms using Form Builder" lastmod: "2024-05-24" --- # Description is now available on Form Builder Published May 24, 2024 **Product areas:** Mobile App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform Users can now add a description for components when creating forms using Form Builder The description text displays below the component to provide mobile users with additional information and it can contain line breaks and numbered or bulleted lists. For more information, see Form builder documentation --- --- url: "https://www.skedulo.com/release-notes/disable-in-progress-and-complete-statuses/" type: "releaseNote" title: "Disable in-progress and complete statuses" date: "2024-06-07" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now have the ability to disable the Start Job and Complete Job buttons in Skedulo Plus to comply with their specific workflow" lastmod: "2024-06-07" --- # Disable in-progress and complete statuses Published June 7, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now have the ability to disable the Start Job and Complete Job buttons in Skedulo Plus to comply with their specific workflow We have implemented two new settings in the web app, under ** Scheduling > Job **: - **Disable In Progress status**: When this setting is on, the Start Job (or equivalent label) button in Job Detail will be removed from the mobile workflow - **Disable Complete status**: When this setting is on, the Complete Job (or equivalent label) button in Job Detail will be removed from the mobile workflow For more information, check out our [support documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-mobile-app/customize-job-workflow/#:~:text=and%20check%2Din.-,Skip%20In%20Progress%20status,-When%20this%20status) --- --- url: "https://www.skedulo.com/release-notes/display-of-geo-coordinates-for-jobs-and-resources/" type: "releaseNote" title: "Display of geo-coordinates for jobs and resources" date: "2025-05-09" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Latitude and longitude information is now surfaced in the web app to help diagnose address issues impacting travel time accuracy." lastmod: "2025-05-09" --- # Display of geo-coordinates for jobs and resources Published May 9, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Latitude and longitude information is now surfaced in the web app to help diagnose address issues impacting travel time accuracy. To help identify address-related issues, latitude and longitude coordinates are now displayed on both job and resource record pages. This visibility supports users in spotting incorrect or incomplete addresses, which are common causes of inaccurate travel time calculations that appear in the swimlane during allocation or through optimization. When a location returns ‘0,0’ or ‘null’, it’s a likely sign that the address couldn’t be geocoded. In these cases, re-entering a correct address is required to restore accurate travel time estimations. --- --- url: "https://www.skedulo.com/release-notes/distance-filtering-and-ordering-for-standard-fields-in-graphql/" type: "releaseNote" title: "Distance filtering and ordering for standard fields in GraphQL" date: "2025-10-17" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "You can now filter and order results from a GraphQL query using the new Distance operator on standard fields. For example, a developer could now query a location that is less than 10KM from a given point, and order the results so that the closest location is first in the results." lastmod: "2025-10-17" --- # Distance filtering and ordering for standard fields in GraphQL Published October 17, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform You can now filter and order results from a GraphQL query using the new Distance operator on standard fields. For example, a developer could now query a location that is less than 10KM from a given point, and order the results so that the closest location is first in the results. Skedulo has always offered a basic level of support for geospatial data, primarily through our Geolocation field type. However, prior to this release, we had not given developers using our GraphQL API any mechanisms to use the geolocation data to influence results. With this release we are introducing a new EQL operator called DISTANCE, that can be used to filter or sort results. The DISTANCE operator accepts a standard field, and a geolocation literal as arguments, and can be used in EQL Filters or orderBy statements. **orderBy example** query {   regions(orderBy: “DISTANCE(GeoLocation, GEOLOCATION(37.77, -122.42)) DESC”){     edges {       node {         UID         Name       }     }   } } **filter example** query {   regions(filter: “DISTANCE(GeoLocation, GEOLOCATION(37.77, -122.42)) < 50000”){     edges {       node {         UID         Name       }     }   } } **Compatibility** - Currently the distance operator is only supported on standard fields, custom fields are not supported. - This feature is supported for both Pulse and Salesforce customers. **Documentation** For more details and examples, please refer to the [documentation](https://docs.skedulo.com/developer-guides/use-and-manage-location-information/geolocation-field-type-and-distance-comparison/). --- --- url: "https://www.skedulo.com/release-notes/duplicate-a-recurring-schedule/" type: "releaseNote" title: "Duplicate a Recurring Schedule" date: "2026-03-12" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Schedulers can now duplicate an existing recurring schedule directly from the recurring schedule view, making it faster to create similar schedules across different days or times without starting from scratch." lastmod: "2026-03-12" --- # Duplicate a Recurring Schedule Published March 12, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Schedulers can now duplicate an existing recurring schedule directly from the recurring schedule view, making it faster to create similar schedules across different days or times without starting from scratch. **What’s new** - A new **Duplicate** action is available from the Actions menu on any recurring schedule - All job details, including job type, duration, region, and recurrence pattern, are inherited by default and can be modified before creating - Schedulers can update key fields such as the recurrence day and start time as part of the duplication flow - A live job count preview shows how many jobs will be created based on the updated pattern before confirming - The duplicated schedule is created as a new, independent recurring schedule --- --- url: "https://www.skedulo.com/release-notes/enhanced-infeasibility-reasons-for-optimization-runs/" type: "releaseNote" title: "Enhanced infeasibility reasons for Optimization runs" date: "2026-03-23" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Optimization runs now provide specific, accurate reasons why Jobs could not be assigned to Resources, replacing the previous generic “ran out of availability” fallback that was frequently misleading on complex schedules. When multiple reasons apply to the same Job, they are now reported in a consis…" lastmod: "2026-03-23" --- # Enhanced infeasibility reasons for Optimization runs Published March 23, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Optimization runs now provide specific, accurate reasons why Jobs could not be assigned to Resources, replacing the previous generic “ran out of availability” fallback that was frequently misleading on complex schedules. When multiple reasons apply to the same Job, they are now reported in a consistent priority order, surfacing the most relevant reason first. We’ve fully refactored the infeasibility reasoning engine to cover a broader set of real-world constraints, including those introduced by extensions. Results are visible in the run results page. **What’s new** - **Maximum working hours:** Jobs are flagged when a Resource’s configured work hour limits prevent assignment. - **Travel time reasoning:** The system now evaluates actual availability blocks for feasible slots, including any padding and snapping requirements, rather than approximating availability. - **Availability attributes and preferences:** Reasons now reflect availability attributes and preferences configured on Resources. - **Full allocation required:** Where a Job requires all Resources to be scheduled together, the system correctly attributes infeasibility to the constraining Resource rather than applying a generic reason to the group. - **Prioritized reason ordering:** Where multiple reasons apply, constraint-related reasons are surfaced first, followed by disallowed resource reasons, ensuring the most actionable information is always shown. **Why it matters** With no fallback reason remaining and a clear priority order, schedulers and operations teams can now identify when a Job has a genuinely feasible slot that the solver did not fill, making it easier to surface real scheduling gaps and act on them with confidence. --- --- url: "https://www.skedulo.com/release-notes/enhanced-job-offer-flow/" type: "releaseNote" title: "Enhanced job offer flow" date: "2024-05-02" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now access job detail page directly from successful job offers for a more efficient job offer flow" lastmod: "2024-05-02" --- # Enhanced job offer flow Published May 2, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now access job detail page directly from successful job offers for a more efficient job offer flow We have implemented several enhancements to the current user experience with job offer flow: - Job detail pages are now linked to job offers in the Successful tab. - Users are able to open successful job offers without scheduled datetimes to view job details, though they cannot update job statuses until the jobs are scheduled. - Offer card formats in the Successful and Expired tabs are now following the same customization template defined in the web app settings, similar to the Open tab. For more details, visit our [release notes](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-v3-4-0-04-26-2024)​ --- --- url: "https://www.skedulo.com/release-notes/enhanced-notification-options-for-virtual-meetings/" type: "releaseNote" title: "Enhanced notification options for virtual meetings" date: "2025-02-07" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Customers now have greater control over the notification content sent to participants for virtual meetings." lastmod: "2025-02-07" --- # Enhanced notification options for virtual meetings Published February 7, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Customers now have greater control over the notification content sent to participants for virtual meetings. A new version of the Virtual Meetings extension is now available that includes enhanced notification options when scheduling virtual meetings. The wide range of new options include the ability to do the following things: - Link to a custom SendGrid email template for job confirmations, reminders, and cancelations. Note that templates are managed outside of this extension, templates can be created in SendGrid and are referenced by a unique ID. - Configure the sender details that display to the customer, including the sender’s name and email address instead of the default: no-reply@skedulo.com. - Customize the meeting title by adding a prefix. - Configure when reminder emails are sent. These changes allow customers to create a truly on-brand experience when creating virtual meetings. To access these new features, please contact your Skedulo Customer Success Manager to have the Virtual Meetings Extension upgraded to version 2.0.0 or above. --- --- url: "https://www.skedulo.com/release-notes/enhanced-results-page-for-optimized-routes/" type: "releaseNote" title: "Enhanced results page for optimized routes" date: "2024-06-27" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Detailed daily and total travel metrics are now available, providing clear insights for better schedule management." lastmod: "2024-06-27" --- # Enhanced results page for optimized routes Published June 27, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Detailed daily and total travel metrics are now available, providing clear insights for better schedule management. We are excited to introduce an enhancement to the results page of optimized schedules, this update provides a comprehensive breakdown of travel and distance metrics, offering deeper insights and improved clarity for schedule management. **Key Updates:** **Daily travel and distance breakdown**: - Each day within the schedule window now displays individual travel times and distances. - Easily assess daily logistics and plan resources more effectively. **Total travel and distance summary**: - The results page now prominently shows the total travel time and distance for the entire schedule window. - Quickly gauge overall travel demands for the entire schedule period. These improvements are designed to offer better visibility into your scheduling data, helping you make more informed decisions and optimize your workforce management. --- --- url: "https://www.skedulo.com/release-notes/enhanced-travel-time-handling-for-temporary-addresses/" type: "releaseNote" title: "Enhanced travel time handling for temporary addresses" date: "2024-12-13" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Travel time and distance for resources at temporary region addresses are now more accurately reflected in the swimlane, optimization results, and the beta allocation experience for scheduled jobs." lastmod: "2024-12-13" --- # Enhanced travel time handling for temporary addresses Published December 13, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Travel time and distance for resources at temporary region addresses are now more accurately reflected in the swimlane, optimization results, and the beta allocation experience for scheduled jobs. We’ve improved how travel time is calculated when resources are assigned to a temporary address. These updates enhance accuracy across several key areas, providing more reliable planning and insights: - **Swimlane view**: Travel distance and time are now more accurately displayed for resources with temporary region addresses. - **Optimization results screen and routes map**: Better travel time and distance calculations ensure improved visibility during optimization. - **Pulse Allocation Experience (Beta)**: Temporary address travel times and distances are reflected for jobs with a scheduled start date and time. These updates streamline the scheduling experience, ensuring precise travel information for mobile resources in temporary locations. --- --- url: "https://www.skedulo.com/release-notes/enhancements-to-page-url-overrides/" type: "releaseNote" title: "Enhancements to Page URL Overrides" date: "2024-08-13" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Page URL overrides enable administrators to reroute standard Skedulo URLs. With them you can change the default page loaded after login to the web app, or override the page that is loaded when navigating to standard Skedulo urls. With this release we have improved the settings UI for this feature a…" lastmod: "2024-08-13" --- # Enhancements to Page URL Overrides Published August 13, 2024 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Page URL overrides enable administrators to reroute standard Skedulo URLs. With them you can change the default page loaded after login to the web app, or override the page that is loaded when navigating to standard Skedulo urls. With this release we have improved the settings UI for this feature a… You can find the Page URL overrides in the web app settings. Navigate to **Settings > Developer tools > Page URL overrides**. **Landing page** We have created a dedicated section for managing the landing page path; simplifying the configuration to a single field. **Path redirects** We’ve updated the wording and help text related to the path overrides themselves. **Support for redirects to platform pages** Prior to this release, the web app settings UI for page url overrides did not allow you to create a path that included a hash or question mark character (‘?’, ‘#’). The updated UI now allows this, and we also addressed an issue where the platform pages did not consistently load when page override redirects were configured. --- --- url: "https://www.skedulo.com/release-notes/feedback-and-rating-in-skedulo-plus/" type: "releaseNote" title: "Feedback and Rating in Skedulo Plus" date: "2024-05-06" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We want to hear from you! Mobile users can now rate and provide feedback on the Skedulo Plus apps. This will help us better understand how you feel about the apps and make improvements to enhance your user experience faster." lastmod: "2024-05-06" --- # Feedback and Rating in Skedulo Plus Published May 6, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We want to hear from you! Mobile users can now rate and provide feedback on the Skedulo Plus apps. This will help us better understand how you feel about the apps and make improvements to enhance your user experience faster. With the release of Skedulo Plus 3.5.0, users can now rate and feedback us via the new ** Feedback and Rating ** button in ** More** Feedbacks will be sent to Skedulo internally for review so we can understand our users’ pain-points and improve our user experience in a timely manner. For more details, visit our [Release note](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-v3-5-0-06-04-2024) and [Support Documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/rate-and-feedback/)​ --- --- url: "https://www.skedulo.com/release-notes/filter-groups-now-available-list-views/" type: "releaseNote" title: "Filter Groups now available in List Views" date: "2026-04-08" productAreas: ["Web App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The visual filter editor now supports AND/OR filters across the Work List, Swim Lane, and all other platform list views." lastmod: "2026-04-08" --- # Filter Groups now available in List Views Published April 8, 2026 **Product areas:** Web App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform The visual filter editor now supports AND/OR filters across the Work List, Swim Lane, and all other platform list views. The visual filter editor now supports AND/OR filter groups across the Work List, Swim Lane, and all other platform list views. Schedulers can now build compound filters, such as “jobs that are Queued in Sydney OR Dispatched in Melbourne” without leaving the visual editor or writing a single line of query syntax using the ‘Advanced’ query mode. **What’s new** - **AND/OR group logic:** Filters can now be organised into multiple groups. Conditions within a group are joined by AND; the toggle between groups lets you choose AND or OR, covering the most common compound filtering scenarios. - **“+ Add group” action:** A new control in the filter panel lets users add additional filter groups on the fly, with a clear AND/OR toggle between them. - **Broad coverage:** Group-based filtering is available across the Pulse Swimlane, Work List, Availability Preferences, Page Builder related lists, and all default list views. - **Saved views support:** Existing saved views that use OR logic will load automatically in grouped mode, and new views with group logic save correctly. - **Graceful handoff to Advanced mode:** Filter expressions too complex for the visual editor, such as nested logic like (A OR B) AND C, are detected automatically, and users are seamlessly transitioned to the Advanced query editor. --- --- url: "https://www.skedulo.com/release-notes/fix-for-hasmany-field-naming-when-mapping-custom-lookup-fields-for-salesforce-teams/" type: "releaseNote" title: "Fix for HasMany field naming when mapping custom lookup fields for Salesforce teams" date: "2024-10-11" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce"] description: "We have fixed a bug in the web app settings for managing field mappings for Salesforce teams. When mapping a Lookup field, the system created a corresponding HasMany relationship field with a confusing name on the parent object. The system now creates the HasMany field using the name sourced from t…" lastmod: "2024-10-11" --- # Fix for HasMany field naming when mapping custom lookup fields for Salesforce teams Published October 11, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce We have fixed a bug in the web app settings for managing field mappings for Salesforce teams. When mapping a Lookup field, the system created a corresponding HasMany relationship field with a confusing name on the parent object. The system now creates the HasMany field using the name sourced from t… Prior to this release, when you used the web app to map a lookup field into the data model for a Salesforce team, the UI automatically created a corresponding HasMany field on the related object; however, it used the name of the parent object as the name of the field. For example, when creating a lookup field from Invoices to Jobs: - The administrator would create a **Lookup** field to Jobs named “Job” on the Invoices object. - The system would create a **HasMany** field on the Jobs object with name “Job”. The name of the HasMany field does not reflect the relationship; since the Job can have many Invoices, rather than many Jobs. Also, this bug meant that if you created a Lookup field to Jobs on another object, the system would attempt to create a second Lookup field called “Job”, resulting in a naming conflict and an error. **Updated behavior:** With this fix, the HasMany field is named according to the “Child Relationship Name” property defined in Salesforce. For example, when creating a lookup field from Invoices to Jobs: - The administrator creates a **Lookup** field named “Job” on the Invoices object. - The system creates a **HasMany** field on the Jobs object with name “RelatedInvoices” and label “Related Invoices”. These values are sourced from the **Child Relationship Name** property defined on the lookup field in Salesforce (which, in this example, is “RelatedInvoices”). This ensures that the generated field names are both meaningful and consistent with Salesforce standards. --- --- url: "https://www.skedulo.com/release-notes/form-builder-ability-to-review-edit-form-response/" type: "releaseNote" title: "Form Builder – Ability to review & edit form response" date: "2024-07-03" productAreas: ["Mobile App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "For forms with single submission option selected, resources can now review and edit their response after submission." lastmod: "2024-07-03" --- # Form Builder – Ability to review & edit form response Published July 3, 2024 **Product areas:** Mobile App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform For forms with single submission option selected, resources can now review and edit their response after submission. This enhancement provides greater flexibility for collecting and using data during the job. It ensures that the data collected is accurate and up-to-date. Key Benefits: - **Increased flexibility:** Make the data submitted available during and after the jobs. - **Improved accuracy:** Ensure all information is correct by allowing edits after submission. To enable this feature, navigate to the Form Details tab and select the Single Submission option.  ​ --- --- url: "https://www.skedulo.com/release-notes/form-builder-advanced-conditions-for-form-display-and-mandatory-rules/" type: "releaseNote" title: "Form Builder - Advanced conditions for form display and mandatory rules" date: "2026-09-09" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Form Builder now lets you write your own condition expression to control when a mobile form appears, and when it must be completed before a job can be marked complete. On the Form Details tab, turning on the new Advanced toggle for Display rules or Mandatory rules replaces the criteria builder with a free-text expression editor." lastmod: "2026-09-09" --- # Form Builder - Advanced conditions for form display and mandatory rules Published September 9, 2026 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Form Builder now lets you write your own condition expression to control when a mobile form appears, and when it must be completed before a job can be marked complete. On the Form Details tab, turning on the new Advanced toggle for Display rules or Mandatory rules replaces the criteria builder with a free-text expression editor. ## **What's new** This update is for administrators who configure mobile forms in the Skedulo web app. It is most useful where form visibility or completion requirements depend on more than the Job Type, such as a combination of criteria or a value held in a custom field. Nothing changes for mobile users, and nothing changes for forms you have already set up. Existing rules keep working until you turn Advanced mode on. ## **How it works** No configuration is required. The Advanced toggle is available on the Form Details tab of any form. 1. Open Mobile forms page in the web app and select the form you want to change. 2. On the Form Details tab, click on **Display rules** or **Mandatory rules **fields to start editing. As part of this enhancement,** **we also updated the field labels. The visibility and mandatory conditions are now labelled Display rules and Mandatory rules. Each has a tooltip explaining what it controls and what a blank rule does. 3. Turn on **Advanced** for that rule. If you have existing rules and turn on the Advanced mode, the editor opens pre-filled with the expression that matches your current dropdown selection, so no configuration is lost. Several selected job types come across joined with OR. 4. **Edit the expression to the condition you need.** An expression must resolve to true or false. If it does not, Form Builder blocks the save and reports the problem on the rule. An empty expression means no condition and the form appears everywhere, or is never mandatory. This is the same way a blank dropdown behaves.You can write the expression using job fields or assigned resource fields. Click Learn more under the editor for guidance on writing expressions. For example, to display the form for only 2 resources John and Sally, you an set the condition here as: `res.Email == 'john.doe@acme.com'|| res.Email == 'sally.parker@acme.com'` 5. Save the form. ## Important notes - **Switching back to Basic mode: **if the rule holds an expression, Form Builder warns you that it will be discarded and offers to keep Advanced mode instead. An empty rule switches straight back. - **Custom rules are flagged in the form list: **forms using an expression show Custom in the form list instead of the expression text. Hover over Custom to read the full expression. - **Available on job forms and global forms: **the same Advanced toggle appears on both. --- --- url: "https://www.skedulo.com/release-notes/form-builder-allowing-up-to-100-components-per-form/" type: "releaseNote" title: "Form Builder – Allowing up to 100 components per form" date: "2024-07-03" productAreas: ["Mobile App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Users can now create up to 100 components per form" lastmod: "2024-07-03" --- # Form Builder – Allowing up to 100 components per form Published July 3, 2024 **Product areas:** Mobile App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform Users can now create up to 100 components per form Increasing the number of components per form will enable Form Builder to support larger and more complex forms, meeting more business needs and delivering greater value to our customers. --- --- url: "https://www.skedulo.com/release-notes/form-builder-barcode-qr-scanner-support-in-text-components/" type: "releaseNote" title: "Form Builder – Barcode and QR scanner support in text components" date: "2025-03-07" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now use the barcode scanner to capture data faster and more accurately in mobile forms built by the form builder." lastmod: "2025-03-10" --- # Form Builder – Barcode and QR scanner support in text components Published March 7, 2025 · Updated March 10, 2025 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now use the barcode scanner to capture data faster and more accurately in mobile forms built by the form builder. Previously, mobile users had to enter the barcode or QR code information manually. With this enhancement, administrators can enable barcode scanning in **Text input** and **Text area** components when creating forms. This allows mobile users to scan barcodes or QR codes quickly and accurately instead of entering data manually. --- --- url: "https://www.skedulo.com/release-notes/form-builder-conditional-logic-now-supports-text-input-text-area-components/" type: "releaseNote" title: "Form Builder – Conditional logic now supports text input & text area components" date: "2025-04-23" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now use text input and text area components when defining the conditional logic in Form Builder forms." lastmod: "2025-04-23" --- # Form Builder – Conditional logic now supports text input & text area components Published April 23, 2025 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now use text input and text area components when defining the conditional logic in Form Builder forms. Previously, admins could only use toggle and dropdown components to create conditional logic that shows or hides components. With this release, admins can now also use text input and text area components. The supported operators are** “Is empty”** or “**Is not empty.”** This provides more flexibility for organizations to build dynamic and user-friendly forms. This is useful for scenarios such as: - **Optional follow-up questions**: Show additional fields only when a user provides a response to a text input question. - **Skip logic**: Hide unnecessary questions if a user leaves a comment box empty. - **Simplified workflows**: Reveal required attachments or confirmation steps only when a user types a specific note or description. This makes it easier to build simple and workflow-specific forms without overwhelming users with too many fields at once. --- --- url: "https://www.skedulo.com/release-notes/form-builder-custom-data-mapping-is-now-available-in-beta/" type: "releaseNote" title: "Form Builder – Custom data mapping is now available in Beta" date: "2024-09-26" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform"] description: "Administrators can now link data collected from mobile forms to the Jobs object or any custom objects." lastmod: "2024-09-26" --- # Form Builder – Custom data mapping is now available in Beta Published September 26, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo Pulse Platform Administrators can now link data collected from mobile forms to the Jobs object or any custom objects. When creating mobile forms with Form Builder, admins can choose which object to associate the data with. Previously, the system would automatically create the object and fields for the form, with no option for users to modify this. With this update, users have the flexibility to either use the auto-created object, link the data to their existing custom object, or map it to the Jobs object. This feature is currently available in Beta. For more details: [Skedulo Docs.](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-in-pulse/collect-new-data/) --- --- url: "https://www.skedulo.com/release-notes/form-builder-decimal-number-component-is-now-available/" type: "releaseNote" title: "Form Builder – Decimal number component is now available" date: "2025-03-27" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now enter decimal values in Form Builder form fields, allowing organizations to capture more precise information." lastmod: "2025-03-27" --- # Form Builder – Decimal number component is now available Published March 27, 2025 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now enter decimal values in Form Builder form fields, allowing organizations to capture more precise information. Previously, Form Builder only supported whole numbers, limiting the ability to collect accurate data. This was particularly challenging in scenarios where exact values were critical, such as tracking mileage or toll expenses for reimbursement. With this enhancement, organizations can now ensure greater accuracy in their data collection, providing a more reliable experience for both administrators and mobile users. --- --- url: "https://www.skedulo.com/release-notes/form-builder-enhancements-restrict-dates-times-and-multi-select-choices/" type: "releaseNote" title: "Form Builder Enhancements - Restrict dates, times, and multi-select choices" date: "2026-10-09" productAreas: ["Mobile App"] roles: ["Mobile Users","Administrators"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Form Builder now lets admins set limits on Date, Time, and multi-select components, so forms catch invalid answers before they are submitted. Previously, these components supported only the Required setting, and rules such as “no future visit dates” or “pick at least two options” needed a custom-built Mobile Extension." lastmod: "2026-10-09" --- # Form Builder Enhancements - Restrict dates, times, and multi-select choices Published October 9, 2026 **Product areas:** Mobile App **Roles:** Mobile Users, Administrators **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Form Builder now lets admins set limits on Date, Time, and multi-select components, so forms catch invalid answers before they are submitted. Previously, these components supported only the Required setting, and rules such as “no future visit dates” or “pick at least two options” needed a custom-built Mobile Extension. **What’s new** **Date and time limits** - **Earliest and latest allowed values:** Set a minimum, a maximum, or both on any Date or Time component. Mobile users will only be able to select the date within this range. - **Flexible anchors:** Base each limit on Today (or Current time for Time components), a specific date or time, or another date or time field on the same form. - **Optional offsets:** Shift a limit by days, months, or years on Date components, or by minutes or hours on Time components. For example, the latest allowed date can be Today + 7 days. Time limits always stay within the same day. - **Local timezone support:** Today is calculated in the Resource’s local timezone, so users in any region can always enter their own current date. **Multi-select limits** - **Minimum and maximum selections:** Set how many choices a Resource must or can pick, such as at least 2, at most 3, or exactly 3. A summary line in the editor shows the rule at a glance. - **Works with or without Required:** A minimum of 1 or more means the field can’t be left empty on mobile, even if Required is turned off. A maximum on its own never forces a selection. - **Built-in checks:** Form Builder stops you from saving limits that can’t work, such as a minimum higher than the maximum or a limit greater than the number of choices. When you publish, it checks again in case choices were removed after the limits were set. ![Restrict numbe of selectors](https://www.skedulo.com/images/lift/release-notes/1791531190472-restrict-numbe-of-selectors-85e66d6f.png) **On mobile** When a Resource enters a value outside the allowed range, the field shows an error that explains the limit, and the form can’t be submitted until the answer is fixed. This helps teams capture accurate data at the point of entry, for example making sure support workers record visits only for today or earlier, or that task forms include every required detail. --- --- url: "https://www.skedulo.com/release-notes/form-builder-for-skedulo-on-salesforce-is-now-available-in-beta/" type: "releaseNote" title: "Form Builder for Skedulo on Salesforce is now available in Beta" date: "2024-10-14" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "We’re excited to introduce the Form Builder for Skedulo on Salesforce teams. Form Builder is a no-code tool that enables users to create and publish mobile forms directly from the Skedulo web app." lastmod: "2024-10-14" --- # Form Builder for Skedulo on Salesforce is now available in Beta Published October 14, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce We’re excited to introduce the Form Builder for Skedulo on Salesforce teams. Form Builder is a no-code tool that enables users to create and publish mobile forms directly from the Skedulo web app. Form Builder is ideal for customers with simple data capture needs who want full control over managing their mobile forms. It is now available for all customers who are using the Skedulo Plus mobile app; on the Pulse Platform and on Skedulo for Salesforce. Form Builder’s key features include: - **Form settings**: Admins can control form visibility and mark forms as required based on job type or resource category. They can also specify for which job statuses mobile users should not be able to submit responses. - **Form installation**: Easily install or uninstall forms as needed. - **Multiple component types**: Choose from a range of component types, including text, drop-downs, toggles, and more to meet your data collection needs. - **Data validation**: Create custom data validation rules using regex patterns for enhanced data accuracy. - **Drag-and-drop reordering**: Rearrange form components with a simple drag-and-drop interface. - **Conditional logic**: Boost form efficiency by applying conditional rules that adjust field visibility and behavior based on user inputs. For more information, see the following user guide articles: - [How to create a mobile form](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-on-saleforce/) - [Supported component types](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-components/) - [Using conditional logic in the forms](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-conditional-logic/)​ --- --- url: "https://www.skedulo.com/release-notes/form-builder-form-details-api/" type: "releaseNote" title: "Form Builder – Form Details API" date: "2025-04-23" productAreas: ["Mobile App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "You can now programmatically access detailed metadata from Form Builder responses, including which form components attachments are associated with." lastmod: "2025-04-23" --- # Form Builder – Form Details API Published April 23, 2025 **Product areas:** Mobile App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform You can now programmatically access detailed metadata from Form Builder responses, including which form components attachments are associated with. Previously, form response information was only available in the Skedulo web app via the response details page. This new API gives organizations the flexibility to automate workflows involving Form Builder forms data—especially when dealing with file uploads and attachment tracking. When you might use this: - **Automated Data Processing:** Pull attachment metadata into another system for storage, further analysis, or processing. - **Compliance Audits:** Easily trace which document was uploaded to which form field—helping with audit trails and regulatory checks. - **Reporting & Dashboards:** Build reports that include attachment presence or types per component, without manual checking. - **Custom Workflows:** Trigger workflows based on specific attachments being uploaded (e.g., initiate a review process when a contract is submitted). This update helps streamline data handling and opens up more advanced automation possibilities using Form Builder. --- --- url: "https://www.skedulo.com/release-notes/form-builder-forms-import-export/" type: "releaseNote" title: "Form Builder - Forms Import/Export" date: "2026-07-19" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Form Builder now lets you import several forms in a single action, so you no longer have to move forms one-by-one when migrating between environments. This is the fastest way to promote a full set of tested forms from a dev or UAT tenant to production." lastmod: "2026-07-19" --- # Form Builder - Forms Import/Export Published July 19, 2026 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Form Builder now lets you import several forms in a single action, so you no longer have to move forms one-by-one when migrating between environments. This is the fastest way to promote a full set of tested forms from a dev or UAT tenant to production. **What's new** - **Form export**: Export any form as a .json file, named after the form's ID, ready to import into another tenant. ![Export Form](https://www.skedulo.com/images/lift/release-notes/1784449642260-copy-of-public-release-notes-visuals-guide-21-e65b7195.png) - **Bulk import**: Select or drag-and-drop multiple .json form files at once, then import them together in one guided flow. Only new forms count toward each tenant's 40-form limit; updates to existing forms are free. If an import would exceed 40, Skedulo imports new forms up to the limit and skips the rest with a message. For example, a tenant with 37 forms importing 6 new ones imports 3 and skips 3. If the tenant is already at 40, import is unavailable. ![Bulk import](https://www.skedulo.com/images/lift/release-notes/1784450072823-copy-of-public-release-notes-visuals-guide-22-7f8f2883.png) - **Review before you import:** A review step shows each form's status as New, Existing, or Invalid, with clear details on what will happen, so you can resolve issues before anything is created. - **Automatic update on conflict:** When an imported form matches an existing form, it is flagged as Existing and will be updated, and the form status is set to Draft. ![Review form](https://www.skedulo.com/images/lift/release-notes/1784449747141-copy-of-public-release-notes-visuals-guide-25-5c73fc44.png) - **Per-form results:** During import, each form reports its own success or failure, and a summary tells you how many of the set imported successfully. ![Import results](https://www.skedulo.com/images/lift/release-notes/1784449769783-copy-of-public-release-notes-visuals-guide-26-9ba0ebd9.png) This enhancement removes the repetitive, error-prone work of migrating forms individually, making environment promotions faster and more reliable for teams that build and test many forms before going live. --- --- url: "https://www.skedulo.com/release-notes/form-builder-image-component-is-now-available/" type: "releaseNote" title: "Form Builder – Image component is now available" date: "2025-03-25" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Administrators can now add images to Form Builder forms to provide more guidance and information to their mobile users." lastmod: "2025-03-25" --- # Form Builder – Image component is now available Published March 25, 2025 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Administrators can now add images to Form Builder forms to provide more guidance and information to their mobile users. Previously, administrators were unable to add view-only images to mobile forms created using the Form Builder. With this new component, they can now attach images to provide guidance for mobile users as they fill out the form. The visibility of the image can also be controlled using conditional logic, ensuring that users see the appropriate visual support for their tasks. Additionally, mobile users can tap on the image to zoom in for a detailed view. This component is helpful for many use cases, such as: - **Providing examples:** Admins can include sample photos to illustrate what is expected from resources, like a specific part of a machine or an end result that is required. - **Offering guidance:** Admins can add process or how-to images to help resources perform tasks effectively. - **Including QR codes:** Organizations can embed QR codes that resources can quickly share with customers to visit a website. --- --- url: "https://www.skedulo.com/release-notes/form-builder-is-now-available/" type: "releaseNote" title: "Form Builder is now available" date: "2024-04-29" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform"] description: "Form Builder can now be enabled for all Pulse customers who are using the Skedulo Plus app" lastmod: "2024-04-29" --- # Form Builder is now available Published April 29, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo Pulse Platform Form Builder can now be enabled for all Pulse customers who are using the Skedulo Plus app A no-code tool that enables administrators to create and manage Skedulo Plus mobile forms. Main features include: View list of mobile forms and customer extensions. Create, update, and install mobile forms from the Skedulo web app. View form responses, including attachments and signatures. For more details, visit [Form Builder documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/). --- --- url: "https://www.skedulo.com/release-notes/form-builder-new-components-and-default-values-support/" type: "releaseNote" title: "Form Builder: New Components and Default Values Support" date: "2026-07-03" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Form Builder now supports Segment and Radio button components and lets admins set default values, making mobile forms faster to build and quicker to complete." lastmod: "2026-07-03" --- # Form Builder: New Components and Default Values Support Published July 3, 2026 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Form Builder now supports Segment and Radio button components and lets admins set default values, making mobile forms faster to build and quicker to complete. **What's new** - **Segment component:** Segment button component is now available for single-choice selections. Segment buttons let mobile users make a choice with a single tap and take up less screen space than a dropdown, which is useful on longer forms. Segment components map to the Picklist field type and support up to four options. - **Radio button component:** Add a Radio button component as another single-choice option. Radio buttons show all choices at once for faster selection and also map to the Picklist field type. For both Segment and Radio components, basic forms let you enter options directly, while advanced forms auto-generate read-only options from the vocabulary of the mapped Picklist field, matching how Dropdown components already work. ![Radio and Segment Button](https://www.skedulo.com/images/lift/release-notes/1782888351850-copy-of-public-release-notes-visuals-guide-15-4ceb947c.png) - **Default values for components:** Pre-populate fields when a form opens so field workers start with sensible values already in place. You can set defaults for Text input, Text area, Number, Dropdown, Multi-dropdown, and Toggle components, including pre-selecting one or more Dropdown options and setting a Toggle to true or false. Default values reduce manual entry and help improve form completion rates by giving fields a starting point. ![Default value](https://www.skedulo.com/images/lift/release-notes/1782888368570-copy-of-public-release-notes-visuals-guide-14-94956670.png) These enhancements give admins more ways to design mobile forms that are faster to complete, improving field worker efficiency and supporting more complex business needs. --- --- url: "https://www.skedulo.com/release-notes/form-builder-prevent-form-responses-based-on-job-statuses/" type: "releaseNote" title: "Form Builder – Prevent form responses based on Job Statuses" date: "2024-07-03" productAreas: ["Mobile App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Admin users can now define specific job statuses during which they do not want resources to submit form responses" lastmod: "2024-07-03" --- # Form Builder – Prevent form responses based on Job Statuses Published July 3, 2024 **Product areas:** Mobile App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform Admin users can now define specific job statuses during which they do not want resources to submit form responses For example, when administrators select the “Completed”, “Cancel Job”, and “Decline Job” statuses in this setting, resources will not be able to submit responses when the job is in these statues. This enhancement allows greater control and precision in managing form responses, ensuring that data are only collected when they are relevant and needed. Key Benefits: - **Enhanced control and streamlined workflow:** Prevent submissions when the job is in certain statuses and therefore, enhance the control of form availability. - **Improved accuracy:** Ensure that responses are submitted only during appropriate stages of the jobs. To configure this feature, navigate to the Form Details tab and specify the job statuses that should restrict form responses. For more information about Form Builder, see [our documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/form-builder-intro/). --- --- url: "https://www.skedulo.com/release-notes/form-builder-signatures-now-show-the-signers-full-name/" type: "releaseNote" title: "Form Builder - Signatures now show the signer's full name" date: "2026-08-12" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform"] description: "Signature components with \"Display full name\" enabled now show the signer's full name alongside their signature in the web app form results." lastmod: "2026-08-12" --- # Form Builder - Signatures now show the signer's full name Published August 12, 2026 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo Pulse Platform Signature components with "Display full name" enabled now show the signer's full name alongside their signature in the web app form results. ## What's new - The full name captured on mobile now appears as a labelled caption directly beneath each signature image on the web app form results page, previously only the signature image was shown. - When a form has multiple signatures, the name is clearly tied to its signature, so it's easy to tell who signed what. The full name is displayed for previously submitted submissions as well as new submissions - no re-submission or form update is required. Form Builder users now have a way to see the captured full name for signature components. --- --- url: "https://www.skedulo.com/release-notes/four-new-skedulo-plus-product-extensions/" type: "releaseNote" title: "Four new Skedulo Plus Product Extensions" date: "2024-10-28" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We’re excited to announce that four new product extensions are now available to use." lastmod: "2024-10-28" --- # Four new Skedulo Plus Product Extensions Published October 28, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We’re excited to announce that four new product extensions are now available to use. Skedulo Plus product extensions are pre-built and packaged Skedulo Plus solutions that are created and maintained by the Skedulo product team. They can easily be used as they are or customized further to suit specific business requirements. The following product extensions are now available: 1. [**Create new job**](https://docs.skedulo.com/user-guides/mobile-guide/product-extensions/create-new-job/): Enables resources to use a mobile form to create a brand new, standalone job with new details. This extension is ideal for businesses that want to enable their teams to create and schedule jobs while away from their desk. 2. [**Create follow-up job**](https://docs.skedulo.com/user-guides/mobile-guide/product-extensions/create-followup-job/): Allows resources to create a new job related to the one they’re working on. The newly created job will inherit all the details from the original job, such as job type, description, account, contact, and location. This extension is ideal for businesses that often need to instantly schedule follow-up work or appointments to address ongoing issues or additional customer needs.​ 3. [**Self-scheduling**](https://docs.skedulo.com/user-guides/mobile-guide/product-extensions/self-scheduling/): Enables resources to reschedule assigned jobs if the current dates are no longer suitable, or self-schedule jobs that have no set date and time. This extension is ideal for businesses that want to give their resources full control over their schedule.​ 4. [**Reschedule job**](https://docs.skedulo.com/user-guides/mobile-guide/product-extensions/reschedule-job/): Enables resources to adjust the date and time of the job they’re currently working on. This extension is ideal for businesses that have work that can constantly change and that want their workers to be empowered to adapt quickly. For more information, please see [our documentation](https://docs.skedulo.com/user-guides/mobile-guide/product-extensions/). --- --- url: "https://www.skedulo.com/release-notes/functions-now-support-default-values-for-configuration-variables/" type: "releaseNote" title: "Functions now support default values for configuration variables" date: "2024-08-27" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have added the ability to define configuration variables with default values within functions. This allows developers to use variables within their functions without having to define the variables within the target team if the default behavior meets their needs." lastmod: "2024-08-27" --- # Functions now support default values for configuration variables Published August 27, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have added the ability to define configuration variables with default values within functions. This allows developers to use variables within their functions without having to define the variables within the target team if the default behavior meets their needs. Prior to this release, a developer could create a dependency within their function on configuration variables. These functions would require the creation of a corresponding configuration variable in the web app settings in order to operate successfully. With this release, we have enhanced the sked.proj.json file, defined as part of the function, to support default values. This makes the configuration variable optional from the perspective of the implementation. An administrator no longer has to manually create a corresponding configuration variable via the web app UI. If you create a configuration variable with the same name via the web app UI, the value you supply in that definition will be used instead of the default. **Adding a default value to the variable** Below is an example of a sked.prog.json that includes an optional variable. `{   "type": "function",   "version": "2",   "name": "geocode-address-function",   "description": "A function that geocodes the address of a record",   "runtime": "nodejs18.x",   "settings": {     "configVars": {       "ACCEPT_STREET_ADDRESS_ONLY": {         "description": "Accept the geocode result only if granularity = streetAddress. Accepts  values TRUE or FALSE.",         "configType": "plain-text",         "default":"TRUE"       }     }   } }` --- --- url: "https://www.skedulo.com/release-notes/geo-based-proximity-workflow-enforcement/" type: "releaseNote" title: "Geo-based Proximity Workflow Enforcement" date: "2024-03-12" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now configure the maximum distance from the job location within which their mobile users can start or complete jobs. This aims to improve the precision of the mobile user workflow." lastmod: "2024-03-12" --- # Geo-based Proximity Workflow Enforcement Published March 12, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now configure the maximum distance from the job location within which their mobile users can start or complete jobs. This aims to improve the precision of the mobile user workflow. We are excited to release the new Geo-based Proximity Workflow Enforcement feature that helps improve accuracy in resource workflow and timesheet reporting. We have added two new settings in the Skedulo Web app under the ** Settings > Scheduling > Jobs **: - Prevent resources from starting work outside a specified radius from the scheduled location - Prevent resources from starting work outside a specified radius from the scheduled location The distance unit of these settings reflect the Distance Format set by Admin user on ** Web app configuration > Preferences **. When these settings are enabled, mobile users will not be able to start or complete jobs when they are further away than the maximum distance from the jobs, set by admins. They will receive a warning message letting them know that they are not within the allowed distance from their assigned jobs. For more details, visit our release notes and Skedulo documentation --- --- url: "https://www.skedulo.com/release-notes/geoservices-autocomplete-api-enhancement/" type: "releaseNote" title: "Geoservices Autocomplete API Enhancement" date: "2024-04-16" productAreas: ["Web App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Users can now specify a radius to prioritize search results close to a particular user or a region, fine-tuning search accuracy and relevance." lastmod: "2024-04-16" --- # Geoservices Autocomplete API Enhancement Published April 16, 2024 **Product areas:** Web App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Users can now specify a radius to prioritize search results close to a particular user or a region, fine-tuning search accuracy and relevance. We’re excited to share a recent enhancement to our Autocomplete API. Users can now specify a radius to prioritize search results close to a particular user or a region, fine-tuning search accuracy and relevance. - • Radius Parameter: You can now pass a radius parameter in the /autocomplete endpoint - • Prioritized Results: Autocomplete results will now prioritize locations within the defined radius, making searches more relevant and efficient This improvement is designed to enhance user experience by making search results more localized and pertinent. To learn more about our Autocomplete API, please head to our documentation here. --- --- url: "https://www.skedulo.com/release-notes/global-job-search/" type: "releaseNote" title: "Global Job Search" date: "2024-03-05" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Resources are now able to search for their past and future jobs which are scheduled and allocated to them" lastmod: "2024-03-05" --- # Global Job Search Published March 5, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Resources are now able to search for their past and future jobs which are scheduled and allocated to them The new search function at the top right corner of Agenda allows resources to search for jobs that are scheduled and allocated to them. They are able to search by job name, description, type, location, address, account name, and contact name. Searched results will be restricted within the job visibility window (e.g, +/- 90 days) set by admin in the web app setting --- --- url: "https://www.skedulo.com/release-notes/graphql-subscriptions-permanently-enabled-for-all-pulse-platform-teams/" type: "releaseNote" title: "GraphQL subscriptions permanently enabled for all Pulse Platform teams" date: "2024-04-29" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "The “Enable GraphQL subscriptions” beta feature has been permanently enabled for all Pulse Platform teams." lastmod: "2024-04-29" --- # GraphQL subscriptions permanently enabled for all Pulse Platform teams Published April 29, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform The “Enable GraphQL subscriptions” beta feature has been permanently enabled for all Pulse Platform teams. Subscriptions are a GraphQL feature that allows the server to send data to a client when a data record changes.A typical use case for this is driving live data updates in a web app. You can learn more about Skedulo’s support of GraphQL subscriptions by referring to the [documentation](https://developer.skedulo.com/developer-guides/deskless-productivity-cloud/use-graphql/graphql-subscriptions/). To use this feature on a Pulse Platform team, you previously had to enable the beta feature, by navigating to **Settings > System administration > Beta features**, and checking “Enable GraphQL subscriptions”. This feature has now been permanently enabled for all Pulse Platform teams, and the “Beta features” setting has been removed. **No impact to Skedulo on Salesforce teams​** The “Enable GraphQL subscriptions” beta feature will remain disabled by default for Skedulo on Salesforce teams, which is the existing behaviour. --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v-1-207-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.207 is now available" version: "v1.207" date: "2023-01-03" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.207 enhances the Service Agreement Console with a Service Agreement filter and item column, making jobs easier to find and replace." lastmod: "2025-08-06" --- # AU Healthcare v1.207 is now available Published January 3, 2023 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.207 enhances the Service Agreement Console with a Service Agreement filter and item column, making jobs easier to find and replace. ​​​​​**Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services: **1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo: **102.56 or greater ### **What’s New** Enhanced the Service Agreement Console (SAM)  to enable easier identification of Jobs and the replacement of these. The SAM console is enhancement include: - New “Service Agreement” dropdown display in Search section, format [SA id – SA end date] - The new column “Service Agreement Item” is displayed in table, format [SAI ID- Site – Description] - When SAI is too long, format: name is truncated and displayed as [ … ] - New “Service Agreement” field displayed in popup, format [SA ID – date - Divided into 3 sections : Service Agreement Options, Filtering Options, Jobs to  Display - Updated search flows - Flow 1: Input Service Agreement -> [restrict to item ] select Category (mandatory) (ex: Uncategory) -> click on Search - Flow 2: Input SA -> [ NOT restrict to item] select Category (mandatory) (ex: Assistance with daily life ) -> select Service (mandatory) -> Site (mandatory) -> click Search ![Service Agreement Management console with service agreement and filtering options above a table of jobs](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V-1.207-image-1-42f12502.png) ![Replace Service Agreement popup with service agreement, category, service agreement item and delivery ratio fields](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V-1.207-image-2-c42d6fe7.png) ——————————————————————————————————- Show end time of jobs that expand over two days on Scheduling Console ![Scheduling Console showing an 8pm–12pm Single Booking job spanning two days above availability entries](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V-1.207-image-3-61f58c5f.png) ——————————————————————————————————- A new setting to enable changing the default 7 Days settings for a Roster Period in Scheduling Console. - Set up < Custom Settings < Skedulo Configs < Skedulo Healthcare Scheduling Settings text in the message](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-11-6d0bb15c.png) ​Organisations receiving Department of Social Services funding are required to submit regular activity reports via the Data Exchange (DEX). To support Lumary changes required for DEX reporting Skedulo has introduced the following fields: - An additional field called Service Setting has been added to the Job object, if enabled this will display on the Schedule Job modal so it can be captured when scheduling a job. This feature is off by default and can be enabled in Salesforce via Setup > Custom Settings > Skedulo Additional Fields > Location Settings. Next check active, and change the label field to read Service Setting ![Schedule Job window with the Client Contribution field highlighted in the Additional Fields section](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-5-fd300f34.png) - ​An additional numerical field called ‘Client Contribution’ has been added to the JSI that can be displayed on the Schedule Job Window. This feature is off by default and can be enabled in Salesforce via Setup > Custom Settings > Skedulo Additional Fields > Client Contribution, then check active​ ![Skedulo mobile app job details with the Assistance Items field highlighted under Other Information](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-8-74dec995.png) - The Client Contribution field can be added to the Mobile App via the Skedulo Web App by going to settings > Custom fields > Select the Job Service Item Object > Add field name client contribution> Select Show in mobile checkbox, then Save. ![Job View window showing a job's details, with a Cancel Job button at the bottom](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.158-image-1-c970be8e.png) - A new field ‘Assistance Items’ has been added to the JSI that can be displayed on Mobile. This field is off by default, to enable it on mobile the field can be added via the Skedulo Web app. Visit Settings > Custom fields > Select the Job Service Item Object > Add field name Assistance Item > Select Show in mobile checkbox, then Save. ![Roster console filters with the Billable Type dropdown open showing All, Billable and Non-billable](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.158-image-3-7a458814.png) ![Skedulo web app Custom fields settings with Show on Desktop and Show on Mobile options open for Assistance Items](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-7-5105a8b6.png) - A field called ‘Number of Unidentified Clients’ has been added to the JSI that can be displayed on Mobile. This field is off by default, to enable on mobile the field needs to be added via the Skedulo Web app. Visit Settings > Custom fields > Select the Job Service Item Object > Add field name Unidentified Participants > Select Show in mobile checkbox, then save. ![Skedulo web app Custom fields settings with Show on Mobile options open for the Unidentified Participants field](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-9-cdecd469.png) ![Recurring jobs calendar picker showing months of 2021, with red dots marking public holidays in December](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-3-e0d043b2.png) In v1.145 we released additional Ratio Management features for Group Events. This is turned off by default. In v1.146 we have increased the Ratio pick list value from 1:5 to 1:25. There are three places the picklist values needs to be updated in Salesforce: 1. Set up>Object Manager>Group Event>Fields and Relationships>Scheduled Delivery Ratio>New>Enter 1:6, then save then repeat the above steps up to 1:25 1. Set up>Object Manager>Job>Fields and Relationships>Scheduled Delivery Ratio>New>enter 1:6>Save>repeat up to 1:25 1. Set up>Object Manager>Job Service Item>Fields and Relationships>Scheduled Delivery Ratio>New>enter 1:6>save>repeat up to 1:25 **Issues Resolved** - When a recurring series of Jobs was created from the Resource Roster Console, the job status was not updated on all Jobs. Only the first Job in the series was updated to the correct status; the remainder would stay in Pending Dispatch. This has been fixed in v1.156 - When selecting Edit Job / Allocate from any console the text was visible in the message. This has been removed in v1.156 ![Roster day view with a job's right-click menu open: Cancel, Edit / Allocate, Go To Job In Skedulo, Group Event, More Info](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.158-image-5-0692a3e0.png) ### **Important** Additional Install Component: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:** https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kM4 **Production:** https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kM4 _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-158-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.158 is now available" version: "v1.158" date: "2021-12-17" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.158 lets you lock timesheets when a job is completed, approved, or when the whole timesheet is approved, and warns schedulers before edits." lastmod: "2025-08-06" --- # AU Healthcare v1.158 is now available Published December 17, 2021 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.158 lets you lock timesheets when a job is completed, approved, or when the whole timesheet is approved, and warns schedulers before edits. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 16.5 or greater - **Enrite Services: **1.292 or greater Skedulo Compatibility:This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.54 or greater ## **What’s New?** **Description** In V1.158 we have introduced the ability to lock the timesheet. You can select at which stage you would like the timesheet records to lock from the following options: 1. When the job is completed 1. When the job is approved in the timesheet console or via the exception rules 1. When the whole timesheet is approved(this is the default setting) You can set the level that you would like to lock the timesheets in the customer settingType_Of_RecordLock_Setting Once locked schedulers will be warned if a Job, Activity or Shift is trying to be edited from the following consoles - Roster Resource Console - Service Management Console - Roster Management - Group Events - Client Availability Console - Timesheet Console - Mobile Timesheet Form *Example of message received when trying to edit locked job If you wish to unlock the timesheet entry you can select the red “Unlock Job” button. ![Skedulo mobile app Update Line Items screen with scheduled times and two highlighted value fields at the bottom](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.159-image-2-a729026e.png) Once Yes is selected an email will be sent to a predetermined email advising of a change in the Job/shift/Activity lock status. ![Schedule Job window with the Service Setting dropdown open, listing options such as Client residence and Community venue](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-4-3affd9b6.png) ​This person can be set by creating a new custom setting calledType_Of_RecordLock_Setting. Please contact your CSM if you require assistance with this.​ ​A new filter has been added to the Resource Roster Console and the Timesheet Console which allows only billable or non billable jobs to be viewed. ![Cancel Job dialog with Reason and Notes fields and a ticked Billable? checkbox](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.158-image-6-16ebe7d7.png) ![Skedulo mobile app Attendees screen with a Client Contribution dialog open for an attendee](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-6-7d8f3730.png) ​When replicating a roster from the Roster Resource Console filters will now be respected. If for example a location filter is applied only jobs at that location are replicated. A new Custom setting has been introduced called Not_Create_SD_On_Cancelled_Job_Reason to allow setting cancellation types that should not create a Service Delivered Record. For Example when Cancellation type “Admin Error” is selected a Service Delivered Record should not be created. **Issues Resolved** - In a previous version we removed the ability to Edit / Allocate when right clicking on jobs in pending allocation and pending dispatch status in the Roster Management Console. In v1.158 we have bought this functionality back ![Timesheet Console billable filter dropdown with Billable and Non-billable both selected](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.158-image-4-d0d2e1a5.png) - We fixed an issue where the “Yes to All” functionality was not updating all future recurrences in a base roster or replicated roster. - We fixed an issue that occurred when the start time of the job was changed from the schedule job window the start time of the job in the service details did not then update to the new time, this has been addressed - We fixed an inconsistency where the “billable” checkbox on Cancel job was set to default in the Resource Roster Console and not on the Client Availability Console. Both are now set to ticked as default ![Unlock job confirmation dialog with a Notes field and an arrow pointing to the Yes button](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.158-image-2-4fd4f567.png) - There was an occasional issue where the start and or end time of a job in the service details was not saving as the correct end time for the job duration. This has been fixed. ### **Important** Additional Install Component: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:** https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kM9 **Production: **https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kM9 _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-159-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.159 is now available" version: "v1.159" date: "2022-01-24" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.159 pre-fills group event billing apportionment on the mobile app from the JSI's scheduled delivery ratio, plus a set of resolved issues." lastmod: "2025-08-06" --- # AU Healthcare v1.159 is now available Published January 24, 2022 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.159 pre-fills group event billing apportionment on the mobile app from the JSI's scheduled delivery ratio, plus a set of resolved issues. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary: **16.5 or greater - **Enrite Services:** 1.292 or greater Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.54 or greater ## **What’s New?** **Description** In previous versions we introduced the ability to apportion group event billing based on the value populated on the Group Attendee form on the mobile app. In V1.159, we have made a change where the apportionment field on the mobile app is to be pre-populated by the Scheduled delivery ratio on the JSI. This avoids the worker having to enter a value. The Worker can still enter a different value if required on the mobile app. If the Group Attendee form is updated with a different value this will override the scheduled delivery ratio originally entered. ![Group Event Job Edit / Allocation screen with the Scheduled Delivery Ratio values highlighted for each client](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.159-image-1-874949e9.png) ![Confirm dialog warning that the job is scheduled during a public holiday, with an arrow pointing to Yes](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.157-image-2-ce9f4e6c.png) **Issues Resolved** - A bug fix to display “Sunday” in the weekly view of the Service Management Console has been included in this release. - Jobs that were selected as ‘Non Billable” were not showing in the consoles (Resource Roster, Roster Management, Service Management and Timesheet) if the “Allow Select Billable” custom was set to false - Updated the logic to display “Number of unidentified Clients” field character limit from 2 to 3 on both Skedulo mobile app and on the Job record in Salesforce. - Amended the Travel and Transport form to improve usability. When saving the form, all mandatory fields requiring completion are expanded to make them easier to access. - Scheduler was unable to cancel out of the Job edit model if not saving changes. **Important** Additional Install Component: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox: **https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kN7 **Production: **https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kN7 _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-160-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.160 is now available" version: "v1.160" date: "2022-02-04" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.160 adds a default region setting for scheduling jobs, an option to hide cancelled jobs from printed rosters, and job type filters on print." lastmod: "2025-08-06" --- # AU Healthcare v1.160 is now available Published February 4, 2022 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.160 adds a default region setting for scheduling jobs, an option to hide cancelled jobs from printed rosters, and job type filters on print. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 18 or greater - **Enrite Services: **1.301 or greater Skedulo Compatibility:This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.54 or greater ## **What’s New?** **Description** Setting introduced to set default value for region on the schedule Job windowNavigate to Setup → Object Manager → Job → Fields and Relations → Travel Area Setting introduced to remove cancelled jobs from the Printed Roster on the RosterManagement Console. RM_Hide_Cancelled_Jobs_PR= false If a job is marked as non billable in the Schedule Job Window then the service details will automatically be deleted ![Job Edit / Allocation window with Non-billable selected and an arrow to the now-empty Service Details section](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.160-image-1-cfeadb65.png) Respect Job type Filter on the “Print Roster” functionality on the Roster Management Console ![Service Agreement Management screen listing jobs with the Type of date filter open showing Public Holiday and Weekend](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.160-image-4-d83b35e5.png) **Issues Resolved** - When updating recurring non billable jobs with new service details, then selecting Yes on the “Yes to All” option, the change was not applying to all jobs, only the job updated. - Editing the client name attached to a Group Event as a way to remove that client and add a new one was throwing an error. Now you can not remove the client name and add a new one, you must delete that client and add the new one from scratch. ![Group Event Job Edit / Allocation screen with the allocated resources panel highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.160-image-2-71964597.png) - Editing a job to add a new attendee to a group event from the Resource Roster Console was not saving to all recurring jobs if the job was set to billable - When editing the time on the service details in the schedule job window the increments were in 15 minute blocks. This is now 5 minute blocks and can also be manually inputted. ![Roster Management Console weekly calendar of jobs, with a job type filter and a toolbar button highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.162-image-1-77b71fdc.png) - Resource was able to edit job information on the Resource Calendar when the custom setting was set to uneditable - Overclaim settings were respecting the prevent = true setting at any level (Service line item, Category, Service Agreement) By preventing at any level it was stopping jobs from being created where Allow was set at a higher level than the prevent i.e Prevent at the SAI level but allow at the category level - The photo on the client record was not showing on the client details form in the mobile ### **Important** Additional Install Component: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox: **https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kNl **Production: **https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W0000032kNl _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-162-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.162 is now available" version: "v1.162" date: "2022-03-01" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.162 can limit Lumary case notes loaded into the mobile Client Details form and adds a Type of Date filter for weekend and holiday services." lastmod: "2025-08-06" --- # AU Healthcare v1.162 is now available Published March 1, 2022 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.162 can limit Lumary case notes loaded into the mobile Client Details form and adds a Type of Date filter for weekend and holiday services. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary: **18 or greater - **Enrite Services**: 1.301 or greater Skedulo Compatibility:This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Packagemustbe installedpriorto updating the AU Healthcare Package. - **Skedulo: **102.54 or greater ## **What’s New?** **Description** We have introduced a custom setting which allows you to limit the number of case notes that are pulled from the Lumary case note object into Client Details Form on the Mobile App. This is aimed at reducing the load time of the form. The setting can be edited by going to Set Up < Custom Settings < Skedulo Configs Custom metadata types > Healthcare Settings > Sleepover_Duration_min. ![Salesforce Custom Metadata Types page showing the Healthcare Setting record for Sleepover_Duration_min](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.190-image-2-06278f49.png) - If a client’s Other address is changed from the Lumary contact record, then all future Single Booking jobs associated with that client will be updated with the new address. (This does not apply if the Region is changed on the contact record, for other address types or job types) - When rescheduling jobs via drag and drop on the Roster Management Console, the Time of Day Check will show if the job is moved to a time that does not correspond with the service selected for that job. For example, if the job is using a service that is only available on Sunday and the job has been rescheduled to Tuesday, the time of day check will show. ![Roster Management Console with a Time of Day Check dialog listing a client's service time conflict](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.190-image-3-a6c1c0e2.png) When replicating a roster on the Roster Management console, if there are conflicts with the Time of Day, you can choose to proceed with one of the following options: - ALL JOBS: Ignore the Time of Day conflicts, create all of the jobs. - COVERED JOBS: Only create Jobs whose dates/times correspond to the Time of Day on the related Service. - NO JOBS: Do not create any of the jobs scheduled. ![Job Replication dialog with source and replication periods and Time of Day violation options for all, covered or no jobs](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.190-image-4-5bd9be9f.png) An email will then be sent out that contains a list of jobs with the corresponding Time of Day violation. The recipients of this email can be set using the custom settingServices_Time_Of_Day_Check_Group. For more details on how to schedule Time of Day violation emails, please refer to your CSM.​ ![Services Time Of Day Check email listing jobs, scheduled times and the service check result for each](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.190-image-5-3d39420e.png) - When a job is cancelled and falls within the “late cancellation” time period, an activity will be created in place of the cancelled job. This activity can then be used to pay the resource that had been previously allocated to this job. Please refer to your CSM if you would like to enable this option. **Issues Fixed** - When adding an all day availability from the Resource Roster Console, an error will no longer occur. ![Resource Roster Console with the Create Availability dialog open and the All Day option ticked](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.190-image-6-e958dca1.png) - An issue has been fixed where client service agreement information on a group event that has been edited is lost after refreshing the Group Event page. - The duration field in the schedule job window is no longer highlighted in red, indicating mandatory field, when using a valid value while scheduling a job. - Time of day check popup is no longer displayed when creating a recurring job if a time of day conflict has not occurred. ### **Important** Additional Install Component: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:** https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Ie **Production: **https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Ie _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-198-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.198 is now available" version: "v1.198" date: "2022-10-04" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.198 runs the Time of Day check when updating a recurring job series with Apply to All, and lets you make an existing job recurring." lastmod: "2025-08-06" --- # AU Healthcare v1.198 is now available Published October 4, 2022 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.198 runs the Time of Day check when updating a recurring job series with Apply to All, and lets you make an existing job recurring. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary: **19.3.5 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo: **102.56 or greater **What’s New?** **​** The Time of Day check is now available when updating a recurring job series using the Apply to all function. As per the last release notes where the ability to run the time of day check when creating a recurring series the following rules will apply. When Services_Time_Of_Day_Check is set toWarning - There will initially be a check on whether the original job of the series violates Time of Day. If there is a violation, a warning will be displayed, you can either choose to ignore the warning and continue the recurring job update process, or accept the warning and stop the process. If you choose to ignore the warning, you can select how to proceed with the Time of Day violations on future jobs - ALL JOBS: Ignore the Time of Day conflicts, update all of the jobs. - COVERED JOBS: Only update Jobs whose dates/times correspond to the Time of Day on the related Service - NO JOBS: Do not update any of the jobs scheduled ![Time of Day check warning listing the client's violation, with continue Yes/No and All, Covered or No jobs options](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-1-250772d4.png) - If there is no violation on the original job, no warning will be displayed, and you can immediately select how to proceed with the options above. ![Time of Day check dialog asking how to proceed: All jobs, Covered jobs or No jobs](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-2-59d811c4.png) When Services_Time_Of_Day_Check is set toRestrict The system will first check if the original job of the series violates Time of Day. If there is a violation, a popup will appear to inform, and you will not be able to continue the recurring job update process. ![Time of Day check popup showing the client and the violated Time of Day rule, with only a Close button](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-3-bf6e4b90.png) If there is no violation on the original job, you can immediately select how to proceed with the Time of Day violations on future jobs using the following options: - COVERED JOBS: Only update recurring jobs whose dates/times correspond to the Time of Day on the related Service - NO JOBS: Do not update any future recurring jobs besides the first job in the series. ![Time of Day check dialog offering only Covered jobs or No jobs options](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-4-c19f60c2.png) When Services_Time_Of_Day_Check is set toNone, Time of Day will not be checked. ——————————————————————————————————————— A new custom setting Service_Time_Of_Day_Check_Email_Group has been introduced. This setting can be used to group the content of the Time of Day email with the following values: - -1: No grouping ![Services Time Of Day Check Result email with no grouping: one table row per job with times and check result](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-5-e9b5ff48.png) - 0: Client / Group Event ![Services Time Of Day Check Result email with jobs grouped under each client or group event](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-6-94de77cb.png) - 1: Job ![Services Time Of Day Check Result email with results grouped by job](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-7-62e14a07.png) ​This setting can also store 2 additional custom values that can be used to group the content in a grouping of your choice ![Service_Time_Of_Day_Check_Email_Group setting values, with 2: Custom field 1 and 3: Custom field 2 highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-8-200bc9ab.png) ——————————————————————————————————————— When scheduling a new single or group event job, only active Services and Sites are displayed to choose from. ![Schedule Job screen, Service Details section with the Service and Site fields highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-9-ed56703e.png) ——————————————————————————————————————— You now have the ability to edit and change an existing non-recurring job to a recurring job by checking the Make Job Recurring checkbox. ![Job Edit / Allocation screen with the Make Job Recurring checkbox highlighted under Job Details](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.198-image-10-aae830d5.png) ——————————————————————————————————————— The custom setting Valid_Service_Agreement_Statuses can now be used to set the status of Service Agreements. Only clients that have Service Agreements of this status will be shown when adding them to a group event. For example, if Valid_Service_Agreement_Statuses is set to Current, only clients with at least one active Service Agreement will be available to add to a group event. ### **Issues Fixed** - An issue has been fixed where updating a job removes it from the base roster. - Printing a roster no longer generates a database error on Roster Management Console. ### **Important** Additional Install Component: If you are upgrading from version 1.39 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:** https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8SP **Production:** https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8SP _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-201-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.201 is now available" version: "v1.201" date: "2022-11-07" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.201 shows job offer status on the Job Allocation screen, with accepted offers listed first, so schedulers no longer check the web app." lastmod: "2025-08-06" --- # AU Healthcare v1.201 is now available Published November 7, 2022 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.201 shows job offer status on the Job Allocation screen, with accepted offers listed first, so schedulers no longer check the web app. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary: **20.3.9 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo:** 102.56 or greater **What’s New?** Improved experience when sending Job offers from within the Job Allocation screen in the Healthcare Package. You can now see the status of the job offer in the Job Allocation Screen so you no longer have to go into the web app to view this and allocate accepted offers. The Offers with a status of Accepted will show at the top of the list to make them easier to locate. The other offer status are Pending and Declined To access this feature Enable Custom Setting Called Show_Offer = True ![Allocation screen Offer tab listing offered resources with Accepted and Pending statuses highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-1-3ed49c0c.png) _Figure: Job offers showing on Job Allocation Console_ —————————————————————————————————— A Group Event Template has the option to be marked as canceled. When Selecting a new Group Event from the Scheduling Console, Resource Roster Console and Roster Management Console, only those with an active status will show. Group Events marked as Canceled will not be visible in the drop down list. _Figure: Group Event template with Group name and status highlighted_ ![Edit Group Event form for a Cooking Class with the Status dropdown open: Active, Cancelled, Complete](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-2-08ea45a3.png) _Figure: Select Group Event window with our cooking class in the drop down_ ![Select Group Event window with "cook" typed in the Group Event search field](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-3-ccbdbdec.png) —————————————————————————————————— Additional fields from the Job Allocation record can now be added to the Timesheet List View. For example, this is what the Timesheet List View will look like with the Duration field from Job AllocationRecord: ![Timesheet List View with the Duration column highlighted next to Job Status, Sleepover and Exception](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-4-3935b922.png) _Figure: Timesheet list view with additional field “Duration” added_ —————————————————————————————————————– You now have the ability to limit which users can remove required tags when creating jobs. These users will need to be included in a public group, which then can be used as a value for the new custom settingJob_Tags_Edit_Group_Name. Only users in this group and system administrators can remove required tags. If those not authorised attempt to do so, they will receive the following message: “You do not have permission to remove this tag due to your access level.” For help setting up a Public Group please contact your CSM —————————————————————————————————————– A new custom setting has been added to control which field on the Job Allocation Record or Job object can be used to notify a violation on the Scheduling Console, the custom setting is calledViolation_Field_On_Job. —————————————————————————————————— New icons have been introduced on the Scheduling Console. 1. To show Award Violations that have come back from an Award Integration 1. To show when a job has both a violation and an exception. These are both in addition to the existing icon showing just an exception. ![Scheduling Console calendar with callouts marking the icons for a violation, an exception, and an exception plus violation](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-5-c84952fc.png) _Figure: Scheduling Console displaying the different icons and text to indicate what each icon means_ —————————————————————————————————————– Two new filters have been added to the Group Event template to make finding jobs easier: - Job Date - Job Status ​ ![Group Event Requirements screen with new Job Date and Job Status filters above the appointment list](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-6-306a1398.png) _Figure: Group Event template displaying new filters circled in red_ ### **Issues Fixed** - The introduction of Daylight savings caused an issue with Roster Replication. This has now been resolved - When a Participant in a group event is marked and ‘Not attended’ the case note that applies against all attendees contact records will not apply against the Participant that did not attend. ​ ![Mobile Attendees screen with the Notes field highlighted above an attendee marked Customer No Show](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-V1.201-image-7-8e63d937.png) _Figure: Group Attendee custom form, space to enter case note to show on all Attendee’s contact record_ - The ‘Schedule Job’ button on the Contact Record was not always opening the Schedule Job window when clicked. This has been fixed - TheSchedule Jobbutton no longer freezes when landing on the Contact page for the first time. ### **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:** https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Ym **Production:** https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8Ym _Please note: You must be a Salesforce Administrator to install this package._​ ​ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-230-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.230 is now available" version: "v1.230" date: "2023-07-10" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.230 adds Time of Day service suggestions, auto-deallocation when jobs overlap approved unavailability, and Region and Client scheduling views." lastmod: "2025-08-06" --- # AU Healthcare v1.230 is now available Published July 10, 2023 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.230 adds Time of Day service suggestions, auto-deallocation when jobs overlap approved unavailability, and Region and Client scheduling views. ### **Important** This AU Healthcare Package version requires the following packages to be installed first. - **Lumary: **20.3.9 or greater - **Enrite Services:** 1.307 - **Skedulo: **102.56 or greater _Note: Features related to job allocation will not apply to Job Allocation Screens used with any Award Integration._ ### **What’s New** #### **Time of Day Suggestion** - The system now suggests Services or Service Agreement Items to schedulers based on the job’s time and day. - Matching items are grouped at the top with a green icon. - Non-matching items are grouped at the bottom with a red icon. ![Service dropdown in Service Details listing services with green and red time-of-day icons](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-1-20e0ced2.png) - If a job’s duration spans multiple time-of-day segments (e.g., Weekday Daytime and Evening), a message will suggest selecting the most compliant service or breaking down the line item. ![Service Details line items with a message that the item falls on Weekday Evening and Weekday Daytime](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-2-9cc54567.png) ![Service Details split into two line items, 09:00 to 18:00 and 18:00 to 22:00](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-3-51b4ffb7.png) - This is a soft suggestion; schedulers can ignore it and select any option. It does not interfere with existing time-of-day validation checks. - **To enable:** Set `Custom Setting / Skedulo Config / Enable_Suggesting_Warning_TimeOfDay = True`. #### **Resource Auto-Deallocation for Unavailability** - Automatically deallocates a resource and sets a job’s status to “Pending Allocation” if a recurring or replicated job overlaps with the resource’s approved unavailability. - **Scope:** - **Active for:** New jobs created via recurrence or replication on the Scheduling Console, Resource Roster, Roster Management, and Resource Calendar. - **Not active for:** The original source job of a recurrence or for jobs updated via the edit/allocate screen, as these allocations are considered intentional. - **Note:** This feature is enabled by default upon installation. #### **Resource Allocation Message** - A warning message now appears on the job creation window (Scheduling Console, Resource Roster, Roster Management, Resource Calendar) to advise that a pre-selected resource will bypass standard availability checks. ![Job creation window with a message that the selected resource has been chosen for the job and its recurring schedules](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-4-70eb2b39.png) #### **Indicators and Availability on Allocated Resources** - In the job edit/allocation window, already allocated resources will now display: - Account inclusion indicator (yellow star) - Unavailable reasons ![Job Edit / Allocation window showing an allocated resource with a list of unavailable reasons](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-5-58aba09e.png) - **Note:** This may not apply to orgs using a custom job allocation with an Award Interpreter package. This will be addressed in a future Award Interpreter update. #### **Job Allocation Respects Location Inclusions/Exclusions** - **Location Exclusion:** - Resources excluded from a job’s location are no longer considered available. - “Location excluded” is now listed as an unavailable reason. - **Location Inclusion:** - A new indicator (yellow pin) highlights resources included for the job’s location. ![Available Resources list with resources marked by a yellow star and yellow location pin](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-6-84a408cc.png) ![Unavailable Resources list with a resource marked by a yellow location pin](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-7-eceba64e.png) - **Note:** This may not apply to orgs using a custom job allocation with an Award Interpreter package. This will be addressed in a future Award Interpreter update. #### **Enhanced Balance Check Notifications** - Category-level balance checks are now performed when validating or replicating a base template from the Scheduling Console. - These alerts are now included in the email notification, alongside existing service agreement and line item alerts. ![Balance check email table listing clients, related records, conflict names and conflict details](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-8-aa56691b.png) #### **Add Case Notes from Resource Calendar** - Users can now add case notes directly from the Resource Calendar by right-clicking a job. - For Group Event jobs, the user must first select a client. - The Job ID and Client Name auto-populate on the form. The case note is then associated with the Client and the Job. ![Resource Calendar right-click menu on a job with View Job, Add Case Note and Cancel options](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-9-d6200767.png) ![Add Case Note dialog with a Client selector and the Job ID filled in](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-10-4de835b4.png) ![New Case Note dialog for choosing a record type: Activity, Clinical Note, Enhanced Note or Goal Progress](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-11-1e6bf8a9.png) ![New Case Note: Goal Progress form with title, description, client and job fields filled in](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-12-dc4fe48f.png) #### **`Job_Hover_Fields` Setting Update** - The `Job_Hover_Fields` custom setting now supports unallocated jobs. When configured, allocation-related fields will display on the hover for unallocated jobs. #### **Region & Client View Scheduling on Scheduling Console** Schedulers can now view work by Region or Client, combining these views with filters like resource name/tag, date range, work type, and more. - **Region View:** - Displays resources with matching primary/secondary regions. - Displays jobs within the selected region, even if the allocated resource doesn’t match regions. - Displays unallocated jobs within the region. ![Scheduling Console with View By set to Region and Brisbane selected, showing unallocated jobs and resources](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-13-e0d6b933.png) - **Client View:** - Displays resources with an Account Inclusion for the client (marked with a yellow star). - Displays all jobs for the selected client, regardless of the allocated resource. - Displays unallocated jobs for the client. ![Scheduling Console with View By set to Client, showing the client's jobs and resources for the week](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-14-ad346c76.png) - **Common to both Region & Client Views:** - “Ghosts” (jobs/shifts outside the selected region/client) are visible but not editable. - **Available functions:** Create/manage jobs, shifts, activities, availabilities; manage timesheets; view scheduled hours (and total cost for Client View). - **Unavailable functions:** Base template, Replicate Schedule, Publish Schedule, Print Schedule. - Standard custom settings (`Job_Hover_Fields`, `Resource_Hover_Fields`, etc.) apply. #### **Centre Capital Cost Charge** - A new picklist field, “Centre Capital Cost Charge,” is available for jobs via `Custom Setting / Skedulo Additional Fields`. - **Default Settings:** The field is disabled (`Display`=false, `Hidden`=true) and only available for Group Event Bookings. ![Additional Fields picklist for Centre Capital Cost Charge with Allow and Prevent options](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-15-c32b44f9.png) - **Notes:** - Lumary will release an update to capture this field in Service Delivered Records. - If you installed HCP v1.223, run the following script to apply the new defaults: `skedhealthcare__sked_Additional_Field__c c = [SELECT Id, skedhealthcare__Categories__c, skedhealthcare__Display__c, skedhealthcare__Hidden__c FROM skedhealthcare__sked_Additional_Field__c WHERE Name = 'Centre Capital Cost Charge'];c.skedhealthcare__Categories__c = 'GroupEventBooking';c.skedhealthcare__Display__c = false;c.skedhealthcare__Hidden__c = true;update c;` ### **Issues Fixed** - Fixed erratic and blinking job hover behavior on the Roster Management and Resource Roster Consoles. - Fixed a search issue preventing tags with over 1000 records from being searchable. The fix is now applied to the Scheduling Console, Group Event, and Job Allocation. - Fixed an issue on the Roster Management Console where the ‘Apply’ button was incorrectly disabled with certain search criteria. - Fixed balance check logic (from v1.223) to correctly support service agreement end dates. - Resolved “too many rows” and “heap size” errors on the Job Allocation modal for orgs with large data volumes. - The logic was refactored to improve performance. - Unavailable resource reasons now load on hover, not initially. - Scheduled hours and estimated travel times for unavailable resources are temporarily disabled to ensure stability. - **To activate the new logic for orgs experiencing issues**, set `Custom Settings / Sked Configs / Load_All_Info_Unavailable_Resources = false`. ### **Important** **Additional Install Component:** If you are upgrading from version 1.139 or less, this version requires the installation of an additional component to enable certain core functionality. Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and installation steps. ### **Manual Installation Links** **Sandbox:**[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl) **Production:**[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl) Please note: You must be a Salesforce Administrator to install this package. --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-232-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.232 is now available" version: "v1.232" date: "2023-08-07" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.232 lets schedulers cancel recurring jobs from more consoles, save filters on the Scheduling Console and recur activities via a calendar." lastmod: "2025-08-06" --- # AU Healthcare v1.232 is now available Published August 7, 2023 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.232 lets schedulers cancel recurring jobs from more consoles, save filters on the Scheduling Console and recur activities via a calendar. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. Any features relating to the job allocation process will not be applicable to the Job Allocation Screens used with any Award Integration. - **Skedulo: **102.56 or greater ## **What’s New** ## **Cancelling recurring jobs on multiple consoles** - Selecting “Cancel Job” in below consoles now supports cancelling recurring jobs - Resource Calendar - Resource Roster Console - Scheduling Console - The behaviour is similar to cancelling recurring jobs available on Roster Management Console to maintain the consistency. - Schedulers can specify cancellation reasons (mandatory), cancellation note (optional), billable. NB : The Same Billing logic will be applied when cancelling jobs from these console - There are three options to cancel the recurrence: - Same weekday - Following events - All events ![Cancel Job dialog with cancellation reason, note, Billable and Cancel Recurring options for the recurrence](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-1-f2514fa7.png) ## **Additional resources per page options and ability to set a default** - The resources per page options are extended from 10, 15, 20, 50 to 10, 15, 20, 50, 75, 100. - New custom setting determines the default resources per page option: - Skedulo Configs > Default_Page_Size_Option - The default is 10 - This feature is applicable on: - Scheduling Console - Resource Roster Console ![Scheduling Console with the resources per page dropdown open showing 10 to 100 options](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-2-45bd0578.png) Notes: - Resources per page options are not configurable due to performance concerns when loading large quantities of data. ## **Saved filters on Scheduling Console** - Filters can now be saved on the Scheduling Console for quick access and population when accessing the screen the next time. Schedulers can click the “Save Filter” button, this will save the current filter and disregard the previous filter that was saved (only one filter can be saved which will act as the default view when loading the console). - When schedulers first launch the console, the saved filters will automatically be populated. - If there have been Ad Hoc changes made to the saved filter and you want to revert back to the Saved Filter parameters, schedulers need to click the “Populate saved filters” button. This will revert back to the Saved filter and disregard any changes that were made to it. ![Scheduling Console toolbar with the cursor on the Save Filter button](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-3-a5856de0.png) ![Scheduling Console toolbar with the Populate saved filter button highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-4-b89c3f61.png) ## **Filter to show only approved leaves on Scheduling Console** - On the console, there is a toggle “Approved Act/Avail?”. The toggle is defaulted to false meaning all availabilities and activities will be displayed. - Users can switch on the toggle, only availabilities and activities with status equal to Approved will then be displayed. - Remaining a behaviour on the user interface, all calculated figures, Scheduled Hours, Total Cost, Budgeted Hours, Budgeted Cost, remain unchanged, even when only approved records are shown. - NB: In the next release there will be a fix that will only support Approved Availability - The Custom Setting : Skedulo Healthcare Value Set can control what Activities / Availabilities are shown. If none are added to this setting, all types will be shown ![Display Data panel with the Approved Act/Avail? toggle next to the Ghost? toggle](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-5-ee2a2e31.png) ## **Calendar interface when creating activity or availability** - When creating an Availability or Activity, schedulers can recur these using the Calendar interface, similar to creating recurring jobs. - This feature is applicable when creating from: - Scheduling Console - Resource Roster Console ![Create Availability form with Repeat ticked and the Calendar tab highlighted beside Pattern Builder](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-6-07d5f8a8.png) ![Calendar picker showing months of 2023 with several July dates selected for the recurrence](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-7-e24381fe.png) ## **Program field on job service item** - New “Program” field has been added to the job service item when creating jobs or when adding group event attendees onto the template. - A Program is set up against a Service/Site, so if the Service and Site has a Program set up against it in Lumary, this will be shown in the Service Details. ![Service Details row on a job with the new Program field highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-8-7308d900.png) ![Add Client form for a group event with the Program field highlighted below Site](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-9-1e1c1758.png) ## **Auto populating job service line item values** - When working through adding client details to a job, if there is only one dropdown option on a required field, the option will automatically be selected, which will save time when scheduling jobs. - This behaviour will be applicable on below fields: - Delivery Method - Category - Service - Site - Program - Service Agreement Item - Rate ## **Removing 255 character limit for Job_Hover_Fields** - Scheduler Healthcare Value Set is employed to eliminate the 255 character limit of Job_Hover_Fields on custom setting. - This feature is effective on the Scheduling Console. - To enable this new feature: - Custom Setting / Skedulo Healthcare Scheduling Settings / Enable_Job_Hover_Fields_Value_Set needs to set to “true” (this will switch the setting over to Scheduler Healthcare Value Set) - Every field to be shown in the hover should have a record created in the Skedulo Healthcare Value Set with a category field equal to “HSC_Job_Hover_Fields” - If the field is from a Job object, the syntax is “job.field_name”. E.g.: job.skedhealthcare__Client_Accepted__c - If the field is from a Job Allocation object, the job syntax is “field_name”. E.g.: skedhealthcare__Cost__c ![Salesforce Custom Settings list for Skedulo Healthcare Value Set with HSC_Job_Hover_Fields records](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.232-image-10-a0f23a1f.png) ## **Issues Fixed** - Date format inconsistency MM/DD/YYYY in availability and activity creation form has been updated to DD/MM/YYYY. - When sleepover jobs are expanded over two time periods, the duration falls in the first period and not split into the second period.This has been fixed, the period’s total hours and the resource’s scheduled hours are now calculated correctly. - Duplicate timesheets were being created for a resource in the same period. There is an error message now available to inform the schedulers. - Issue has been fixed to sort case notes on the Client Details form on the mobile app by created date (Most recent first). - Note: To redeploy the custom form with the fix, please raise a Support Ticket. - When a group event job is cancelled, group attendees will be marked as “Unattended”. - Issue has been fixed where ghost jobs that expand over multiple days did not display Job Hover and the job’s end time. - Blank pages on Timesheet List have been removed. - Obsolete setting has been disabled and not used on the allocation interface, Enable_Whitelisted_Resource_On_Booking. Schedulers can now use a sorting function to segregate the account or location included resources. - Issue has been fixed where optional fields did not default to a blank value and displayed more than one blank option on the Service Agreement Management console. - Issue has been fixed where creating yearly recurring jobs gave false results. - The “Apply To” field when changing service details for a client on group event jobs is now obsolete and has been disabled. - Logic has been updated where in the case no settings are added to HSC Value Set, it would be treated as showing all (availability types, activity types) on the Scheduling Console. - Jobs failed replication because inactive resources were allocated to the jobs. With the fix, the jobs allocated to those resources would be disregarded before commencing the replication process. **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services)page for further details and steps to perform the installation. **Manual Installation Links** Sandbox**: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9PU](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9PU)​ Production: [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9PU](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9PU)​ _Please note: You must be a Salesforce Administrator to install this package._ ​ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-234-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.234 is now available" version: "v1.234" date: "2023-09-06" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.234 lets managers filter the Timesheet List console by region, location or cost centre and approve timesheets for their own area." lastmod: "2025-08-06" --- # AU Healthcare v1.234 is now available Published September 6, 2023 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.234 lets managers filter the Timesheet List console by region, location or cost centre and approve timesheets for their own area. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package.Any features relating to the job allocation process might not be applicable to the Award Interpretation’s Job Allocation Screens that are currently overriding the standard screens from the core package. - **Skedulo:** 102.56 or greater ## **What’s New** **​** ## **Timesheet List filter enhancement** - The existing Timesheet List console has been enhanced to support filtering via a Region or Location(s) or Cost Centre(s). - Regional managers are able to approve timesheet items of resources who belong to their region: - The “Filter” dropdown now enables a Region to be selected. - One Region can be selected at a time. - Types of timesheet records (jobs, activities, shifts) can also be selected. - Any resources that have primary or secondary region matching will be displayed, their matching timesheet records will then be displayed. - Other functionalities stay unchanged on this console (including the flow to approve timesheet items) - Location managers are also able to approve timesheet records that have taken place at their location regardless of resources’ primary or secondary regions: - Location(s) can be selected in the “Filter” dropdown. - One or many locations can be selected at a time. - Types of timesheet records (jobs, activities, shifts) can also be selected. - Any timesheet records that have the selected location will be displayed and grouped by resources. - Other functionalities stay unchanged on this console (including the flow to approve timesheet items) - Cost centre’s timesheet list approval remains as is. No adjustments have been made on this feature. - The user interfaces have also been revamped for an improved user experience. ![Revamped Timesheet List with the Filter dropdown (Cost Centre, Region, Location) and Region filter highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-Skedulo-Lumary-v1.234-Design-4ae79b3f.png) ​ ## **Issues Fixed** - As part of the user interface revamp mentioned above, columns in the Timesheet List console are now responsive as the screen is zoomed in or zoomed out. - Lookup field data was not saved while creating/editing Activity in the Timesheet console. This issue has been fixed. - On the Scheduling console and Resource Roster console, when the job hover hit the top of the grid, full content was unable to be viewed. This issue has been fixed. - On the Service Agreement Management console, when updating Service Agreement date, while the Service Agreement field was reloaded, the Category and Service Agreement Item fields were not refreshed. This was causing incorrect  data being rendered on the front end. This issue has been fixed. - When Allow_Select_Billable_Job was set to “False”, on the job edit, the current value stored in the database was always overwritten. This issue has been fixed so when the setting is “False”, the overriding behaviour is eliminated. - Showing only approved availability and activities was a new feature released in HCP v1.232. This feature has been adjusted so only availability is being filtered. - A custom setting has been added for the trigger that automatically deallocates resources from jobs when overlapping with approved unavailability. This trigger was released in HCP v1.230. This can now be turned off if this feature is not required. - Setting name: Custom Setting > Skedulo Configs > Enable_Deallocate_Resource_Unavail - Values: True/False - Default value: False - New feature, saved filters, that was released in HCP v1.232 caused the location not to populate when creating new jobs. This issue has been fixed. **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9UZ](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9UZ)​ **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9UZ](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003d9UZ)​ _Please note: You must be a Salesforce Administrator to install this package._ ​ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-236-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.236 is now available" version: "v1.236" date: "2023-10-02" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.236 shows the same availability details across every job allocation list and can calculate scheduled hours from job allocation times." lastmod: "2025-08-06" --- # AU Healthcare v1.236 is now available Published October 2, 2023 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.236 shows the same availability details across every job allocation list and can calculate scheduled hours from job allocation times. **Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9+ - **Enrite Services: **1.307+ Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo: **102.56+ Job Allocation Modal Disclaimer: Any features relating to the job allocation process might not be applicable to the Award Interpretation’s Job Allocation Screens that are currently overriding the standard screens from the core package. ## **What’s New** **​** ## **Populating resources’ availability information across job allocation lists** Job allocation disclaimer review required - Job allocation area consists of multiple lists (e.g available resources, unavailable resources, selected resources, allocated resources, offered resources) whereby the resources can be moved around during allocation or job offering. - To ensure consistency, the same information is now being presented across all interfaces, which might assist the schedulers in some use cases, for example: - Identify whether the previously allocated resources are now unavailable for the job or being excluded by the location or by the account. - Identify which of the previously offered resources are now available for the jobs or being included by the location or by the account. - The expected information includes: - Unavailable reasons: - Unmatched regions - Account excluded - Location excluded - Missing tags - No availability - Job conflict - Unavailable - Activity conflict - Infeasible travel time - Account inclusion indicator (yellow star) - Location inclusion indicator (yellow pin) - Unmatched regions - Account excluded - Location excluded - Missing tags - No availability - Job conflict - Unavailable - Activity conflict - Infeasible travel time ![Allocated Resources list with warning icons and yellow star and pin inclusion indicators on each resource card](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.236-image-1-cc19f698.png) ## **Scheduled hours calculated using job allocation times on Scheduling Console** - On the Scheduling Console, the scheduled hours are now calculated using either the job allocation times or the job times. - This calculation is dependent on the below setting which controls whether the job allocation times or job times are being shown: - Setup > Custom Settings >Skedulo Healthcare Scheduling Setting> Show_Job_Allocation_Time_On_Job_Card: - If it sets to true, it means Job Allocation Times will be displayed and summed up in the scheduled hours. - False means Job Times will be displayed and summed up in the scheduled hours. (this is the default setting) - If it sets to true, it means Job Allocation Times will be displayed and summed up in the scheduled hours. - False means Job Times will be displayed and summed up in the scheduled hours. (this is the default setting) - The feature is applicable on: - Scheduled hours of an entire roster or - Scheduled hours of a specific resource ![Scheduling Console resource card for Jay Service with the 14/0 scheduled hours figure highlighted](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.236-image-2-727991ed.png) ## **Removing 255 character limit for Unavailability_Type_In_Res_Removal and Timesheet_Resource_Categories and support “All” option** - The Unavailability_Type_In_Res_Removal and Timesheet_Resource_Categories custom settings are constrained by a 255 character limit. - The Skedulo Healthcare Value Set can be employed to eliminate the limitation. - By default, standard custom settings remain in use. - To switch over to Skedulo Healthcare Value Set, follow the steps below: - Navigate to the setting: Setup > Custom Settings > Skedulo Healthcare Value Set > click Manage (a new record needs to be created for each value) - Click New and fill in the required fields: - Active: this must be checked - Category: this will help querying the correct value sets ( Unavailability_Type_In_Res_Removal or Timesheet_Resource_Categories) - Value: The type of Unavailability or Resource Category  (e.g Annual Leave or Carers Leave or Jury Service) - Name: Input a unique name. (Systematic field which does not control anything) - Active: this must be checked - Category: this will help querying the correct value sets ( Unavailability_Type_In_Res_Removal or Timesheet_Resource_Categories) - Value: The type of Unavailability or Resource Category  (e.g Annual Leave or Carers Leave or Jury Service) - Name: Input a unique name. (Systematic field which does not control anything) ![Skedulo Healthcare Value Set custom settings listing Timesheet_Resource_Categories entries and values](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.236-image-3-381d7df1.png) ![Skedulo Healthcare Value Set custom settings listing Unavailability_Type_In_Res_Removal leave types](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.236-image-4-eb679fc0.png) - A script is provided to add multiple records in bulk: - Contact your CSM or Tech Support to request this. - The standard Unavailability_Type_In_Res_Removal and Timesheet_Resource_Categories custom settings, should still be used , if there is no need to exceed beyond 255 characters: - The system will read the values in the Skedulo Healthcare Value Set first. - If there is no record available in the Value Set, the system will continue reading the values from standard custom settings. - To allow the system to support an “All” option, no records in the Skedulo Healthcare Value Set should be added or active and the standard custom settings must have empty values. ## **Issues Fixed** - This issue has been fixed whereby the availability template was not being shown on the Scheduling Console. - Job allocation disclaimer review required -Logic missing tag has been made deprecated when checking against the resources with Asset type. Assets do not associate with tags. - The issue has been fixed whereby resource names were not rendered on any lists of job allocation. - The issue has been fixed whereby available and unavailable resource lists were not displayed. **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003dAHN](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003dAHN)​ **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003dAHN](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003dAHN)​ _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-238-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.238 is now available" version: "v1.238" date: "2023-10-31" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.238 clarifies the Apply to All warning for recurring jobs and fixes recurring availability landing on the wrong days and base template replication." lastmod: "2025-08-06" --- # AU Healthcare v1.238 is now available Published October 31, 2023 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.238 clarifies the Apply to All warning for recurring jobs and fixes recurring availability landing on the wrong days and base template replication. ​**Important** Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package. Contact Lumary for the following package upgrades. - **Lumary:** 20.3.9 or greater - **Enrite Services:** 1.307 Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package. - **Skedulo: **102.56 or greater Job Allocation Modal Disclaimer: Any features relating to the job allocation process might not be applicable to the Award Interpretation’s Job Allocation Screens that are currently overriding the standard screens from the core package. ## **What’s New** **Update warning message when applying changes to all future jobs** - Text updated to ensure the message conveys a more meaningful warning to schedulers when using the Apply to All function when editing jobs in a recurring schedule. - Current state: ![Current Confirm dialog: applying Service Details and Additional fields for a client to all future jobs](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.238-image-1-ed68757a.png) ​ - Future state: ![New Confirm dialog: "Changes will be applied to all future jobs, are you sure you want to continue?"](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.238-image-2-7ed6a4a2.png) ## **Issues Fixed** - The issue has been fixed whereby recurring availability was created on incorrect days as specified in the recurring pattern. - Existing logic dictated that when there are multiple non-billable JSIs added per job, the JSIs must not have duplicate client, ratio and start/end time information. The logic has been enhanced so duplication is not checked when delivery methods of the JSIs are “Fixed Quantity”. - The issue has been fixed whereby querying data on Service Management Console returned “server error” message. - The issue has been fixed whereby unallocated jobs in base template were not replicated over to a new roster period. **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yKyN&isdtp=p1](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yKyN&isdtp=p1)​ **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yKyN&isdtp=p1​](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yKyN&isdtp=p1​)​ _Please note: You must be a Salesforce Administrator to install this package._ _​_ --- --- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-257-is-now-available/" type: "releaseNote" title: "AU Healthcare v1.257 is now available" version: "v1.257" date: "2024-04-18" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.257 fixes several Additional Fields issues, a hidden job edit control in the Roster Management Console, and Lumary server error handling." lastmod: "2025-08-06" --- # AU Healthcare v1.257 is now available Published April 18, 2024 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.257 fixes several Additional Fields issues, a hidden job edit control in the Roster Management Console, and Lumary server error handling. **Important** This version has addressed several related issues regarding the Additional Fields. It is highly recommended that all customers who are using Additional Fields to arrange upgrading and testing. ## **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.54+ - **Lumary:** 20.3.9+ - **Enrite Care Services:** 1.307+ ## **Disclaimer** All enhancements done on the Allocation screen for Jobs are for the default modal. If the modal has been enhanced to support Award Interpreters then these new features or enhancements will not be available by default and will require customisation. ## **Issues Fixed** - Several issues related to additional fields (previously saved values not being shown, unable to save picklist fields, and the default values being reverted back) have been fixed. - The issue has been fixed whereby the job’s edit function was appearing to be behind the job card in the Roster Management Console. - The issue has been fixed whereby the Healthcare Lumary package did not handle the cases when the Lumary server is down or when receiving a bad response, which then affected the clarity of other error messages (like Attendees form in mobile app) **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLDN&isdtp=p1](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLDN&isdtp=p1)​ **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLDN&isdtp=p1](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000002yLDN&isdtp=p1)​ _Please note: You must be a Salesforce Administrator to install this package._ ​ --- --- url: "https://www.skedulo.com/release-notes/healthcare-skedulo-lumary-2c9-release-notes-v1-67/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v1.67 is now available" version: "v1.67" date: "2024-04-03" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes enhancements such as the ability to calculate Leave Events in scheduled hours and Leave Events visible on consoles." lastmod: "2025-08-06" --- # AU Healthcare + 2cloudnine Integration v1.67 is now available Published April 3, 2024 · Updated August 6, 2025 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes enhancements such as the ability to calculate Leave Events in scheduled hours and Leave Events visible on consoles. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package: **102.56+ - **Lumary:** 19.3.5+ - **Skedulo AU Healthcare:** 1.255+ - **2cloudnine Payroll:** 1.176.9+ - **2cloudnine Time2Pay Extension: **1.146+ - **2cloudnine Payroll Base General Ledger Extension:** 1.54+ **Important notes:** - From release version (V1.62), a function was introduced to send Cost Centre from Job Allocation for ACH Group customer. - For other clients, please go to** Custom settings** → Sage Integration Settings→ check Cost Code Source value. If the Cost Code Source setting is JA then change it to Job **What’s New** **Calculate Leave Events in scheduled hours** - Leave Events are created when Unavailability records are approved and there are underlying jobs. When viewing Scheduled Hours in the various consoles, schedulers now have the option to view the hours including the entire Unavailability record or the hours including only the sum of the related Leave Event records. - For example, an Unavailability record of 24 hours is initially created and approved and as a result, two Leave Events are created reflecting the 2 jobs that fall within this period (2 hours each). There is now the option to either include 24 hours from the Unavailability record into the Scheduled Hours or include only 4 hours of the Leave Events. - Leave Events would only be included, as a replacement for the entire Unavailability record, only when the Unavailability is configured to be payable and included in the Scheduled Hours. - The feature is available on scheduled hour calculations of: - Scheduling Console - Resource Roster Console - Timesheet Console - To set up: - New Healthcare Package (version v1.255+) must be installed. - **Custom Metadata Types > sked Interface Handler Settings > LeaveShiftHandler > set the handler name to “skedsg.skedSGLeaveEventHandler”** - Custom Settings > Skedulo Config > Enable_Leave_Shift_Calculation: - By default, it is set to False. - Set to True to include Leave Shifts in replacement of the payable unavailability. - The sole setting Enable_Leave_Shift_Calculation controls the feature on all consoles. ![Skedulo Configs Edit screen for the Enable_Leave_Shift_Calculation setting, with its description and value false](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-1.png) ![Resource card for Danny Hayes showing scheduled hours of 17/38](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-2.png) ![Timesheet Console header showing Scheduled Hours 7.00 and Actual Hours 7.00](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-3.png) - By default, it is set to False. - Set to True to include Leave Shifts in replacement of the payable unavailability. - The sole setting Enable_Leave_Shift_Calculation controls the feature on all consoles. ![Skedulo Configs Edit screen for the Enable_Leave_Shift_Calculation setting, with its description and value false](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-1.png) ![Resource card for Danny Hayes showing scheduled hours of 17/38](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-2.png) ![Timesheet Console header showing Scheduled Hours 7.00 and Actual Hours 7.00](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-3.png) **Leave Events visible on consoles** - For a better visibility of payable work, Leave Events can now be displayed on the following consoles: - Scheduling Console - Resource Roster Console - Roster Management Console - Timesheet Console - To set up: - New Healthcare Package (version v1.255+) must be installed. - Custom Settings > Skedulo Config > Show_Leave_Shifts: - By default, it is set to False. - Set to True to display Leave Events on consoles. - The sole setting Show_Leave_Shifts controls the feature on all consoles. - By default, it is set to False. - Set to True to display Leave Events on consoles. - Generally, on all consoles, Leave Events are being displayed with basic information such as name, start and end date times. The background colours of Leave Events on each console are defaulted to #FFA6CF (HTML colour code) and can be configured following the below settings: - Scheduling Console: use Custom Settings > Skedulo HCS UI Settings > Leave_Shift - Resource Roster Console: use Setup > Custom Settings > Skedulo RAC Setting → Leave Shift Color: - Since this is an existing setting, it was unable to populate the default value #FFA6CF when installing the new version, please set this up manually. - Roster Management Console: use Setup > Custom Settings > Skedulo Configs > RM_Leave_Shift_Color - Timesheet Console: use Setup > Custom Settings > Skedulo Configs > Timesheet_Leave_Shift_Color - Since this is an existing setting, it was unable to populate the default value #FFA6CF when installing the new version, please set this up manually. - There are no functionalities to edit, create or delete a Leave Event from the consoles. The Leave Event’s hover currently does not support configurable fields. - In order for the Leave Events to be counted towards Scheduled Hours, it is dependent on whether their associated unavailability is payable and configured to be included. (see above Calculate Leave Events in scheduled hours) ![Roster calendar view with pink Leave Event blocks across several weekdays](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-4.png) ![Scheduling Console resource view with a hover card showing details of a Leave Event](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-5.png) ![Roster calendar view with pink Leave Event blocks across several weekdays](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-6.png) ![Skedulo Configs Edit screen for the Show_Leave_Shift setting that shows or hides leave shifts on consoles](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-2c9-release-notes-v1.67-image-7.png) **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3h0000046NEI](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3h0000046NEI) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3h0000046NEI](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3h0000046NEI) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/healthcare-skedulo-lumary-keypay-v1-42/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v1.42 is now available" version: "v1.42" date: "2023-12-11" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Includes enhancements to leave shifts creation upon approving unavailability requests." lastmod: "2025-08-06" --- # AU Healthcare + Employment Hero Integration v1.42 is now available Published December 11, 2023 · Updated August 6, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Includes enhancements to leave shifts creation upon approving unavailability requests. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 19.3.19+ - **Skedulo AU Healthcare:** 1.175+ **What’s New** **Leave Shifts creation upon approving unavailability requests** - A new custom object has been created called Leave Shifts which is related to the Availabilities Object and Job Allocation Object. The fields available within each Leave Shift record would include: - Leave Shift Name: Record ID - Availability: Lookup to related Availability Record - Job Allocation: Lookup to related Job Allocation Record - Start: Start date/time of Leave Shift - End: End date/time of Leave Shift - Leave Type: Non editable field displaying value of Unavailability Type selected in the related Availability Object ![Leave Shift object in Salesforce Object Manager listing its fields, including Availability, Leave Type and Status](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-keypay-v1.42-image-1.png) - Upon approval of an Unavailability Request: - Any Job Allocations and/or Payable Activities which were scheduled within or overlapping the period of the approved Unavailability Request would be identified to generate a corresponding Leave Shift. - The involved Job Allocations and/or Activities would also have the resources deallocated. - Unavailability Request does not need to cover the full duration of the Job Allocations or Payable Activities. Leave Shifts would be generated covering the time overlapping between the Request and the JAs/Activities, although the full job would deallocate the resource and open for a new allocation. - For example: - Job Allocation 9am-5pm and approved Unavailability Request 12pm-5pm will create a Leave Shift for 12pm-5pm period, the full job (9am-5pm) will be deallocated and return to pending allocation status. - Job Allocation 9am-5pm and approved Unavailability Request 12pm-5pm will create a Leave Shift for 12pm-5pm period, the full job (9am-5pm) will be deallocated and return to pending allocation status. - Unavailability Request does not need to cover the full duration of the Job Allocations or Payable Activities. Leave Shifts would be generated covering the time overlapping between the Request and the JAs/Activities, although the full job would deallocate the resource and open for a new allocation. - For example: - Job Allocation 9am-5pm and approved Unavailability Request 12pm-5pm will create a Leave Shift for 12pm-5pm period, the full job (9am-5pm) will be deallocated and return to pending allocation status. - Job Allocation 9am-5pm and approved Unavailability Request 12pm-5pm will create a Leave Shift for 12pm-5pm period, the full job (9am-5pm) will be deallocated and return to pending allocation status. - Any new Job Allocations or Payable Activities created for the period of an existing approved Unavailability Request, a Leave Shift would also be automatically generated and the Job Allocations and/or Payable Activities would automatically have the resources deallocated. - When the approved Unavailability Request is deleted, the related Leave Shifts would also be deleted. - When the approved Unavailability Request is updated, any Leave Shifts created earlier but no longer fall inside the leave request would be deleted and any new Job Allocations or Payable Activities now fall inside the Unavailability Request would have Leave Shifts generated (as well as deallocating the resources). - Related settings to notice: - When submitting Unavailability Requests, only certain unavailability types defined in setting Payable_Availability_Types would trigger the Leave Shift creation. - Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Availability_Types - When identifying the Activities to replace with Leave Shifts, only certain payable activities defined in the setting Payable_Activity_Types would trigger the Leave Shift creation. - Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Activity_Types ![Skedulo Configs Edit screen for Payable_Availability_Types listing Sick Leave, Long Service Leave and Carers Leave](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-keypay-v1.42-image-2.png) ![Skedulo Configs Edit screen for Payable_Activity_Types with the value set to All](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-keypay-v1.42-image-3.png) - Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Availability_Types - Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Activity_Types ![Skedulo Configs Edit screen for Payable_Availability_Types listing Sick Leave, Long Service Leave and Carers Leave](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-keypay-v1.42-image-2.png) ![Skedulo Configs Edit screen for Payable_Activity_Types with the value set to All](https://assets.skedulo.com/assets/2025/06/healthcare-skedulo-lumary-keypay-v1.42-image-3.png) - Leave Shifts would be sent to KeyPay when the timesheet is approved similar to how Shifts are sent. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kZd1](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kZd1) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kZd1](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kZd1) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/horizon-list-view-ux-improvements/" type: "releaseNote" title: "Horizon list view UX improvements" date: "2025-01-22" productAreas: ["Platform"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Horizon list views have received several improvements that help users interact with them more intuitively." lastmod: "2025-01-22" --- # Horizon list view UX improvements Published January 22, 2025 **Product areas:** Platform **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Horizon list views have received several improvements that help users interact with them more intuitively. List views are Horizon pages that enable you to display a list of records for an object, according to your needs. These UX improvements have been applied to all screens in the web app that use the Horizon list view, including custom list views and standard lists, such as the User roles settings page. There are two main improvements: 1. You can now “freeze” the first column of a list view to always have it visible on your screen; no matter how wide your list view is. This is useful for list views that have many columns and a horizontal scrollbar present. Simply enable this option by clicking “Columns” on any list view page and select the “Freeze first column” checkbox. This will fix the first column in place, no matter how far you scroll horizontally. 2. The footer and header of the list view are now always fixed in place and visible. This means that no matter how long your list of records is, you’ll always have access to the list view action buttons, the list view column headers, and the list view pagination tools. This makes it easier and faster to select items in the list and easily see the corresponding column header, as well as perform any single or bulk action on the selected items. --- --- url: "https://www.skedulo.com/release-notes/hours-and-minutes-for-work-hour-limits/" type: "releaseNote" title: "Hours and minutes for work hour limits" date: "2026-10-13" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Maximum and minimum work hours on Resource Details now take hours and minutes in 15-minute steps, so schedulers can set limits like 7h 30m." lastmod: "2026-10-13" --- # Hours and minutes for work hour limits Published October 13, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Maximum and minimum work hours on Resource Details now take hours and minutes in 15-minute steps, so schedulers can set limits like 7h 30m. Schedulers can now set maximum and minimum work hours on Resource Details to the quarter hour, for example 7h 30m. Until now these fields only took whole hours, and values like 7.5 had to come in through a bulk import. **What's new** - **Hours and minutes input:** Both fields now take hours and minutes for Day, Week, Two weeks, and Four weeks periods. - **15-minute increments:** Minutes can be 0, 15, 30, or 45. - **No change to optimization or imports:** Limits are saved as decimal hours, so 7h 30m is stored as 7.5. Imports, the API, and the optimizer read the same values as before, and optimization caps the Resource at the limit you enter. - **Imported values stay as imported:** A value imported outside 15-minute steps, such as 3.7 hours, is saved unchanged unless you edit that field. --- --- url: "https://www.skedulo.com/release-notes/icalendar-link/" type: "releaseNote" title: "iCalendar Link" date: "2024-03-12" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A button in the mobile app Settings that allows users to get an icalendar link to add their Skedulo job schedule to their other calendars." lastmod: "2024-03-12" --- # iCalendar Link Published March 12, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A button in the mobile app Settings that allows users to get an icalendar link to add their Skedulo job schedule to their other calendars. Skedulo Plus users are now able to get the icalendar link that contains the schedule of their Skedulo jobs. They can then import this link to their other calendar apps to show their Skedulo jobs along with other schedules. For more details, visit our release notes. --- --- url: "https://www.skedulo.com/release-notes/improved-error-handling-and-ui-update-for-suggest-and-locked-jobs/" type: "releaseNote" title: "Improved error handling and UI update for Suggest and locked jobs" date: "2024-06-03" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "We’ve improved how our system handles the Suggest feature for locked jobs, focusing on enhancing user experience and clarity." lastmod: "2024-06-03" --- # Improved error handling and UI update for Suggest and locked jobs Published June 3, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform We’ve improved how our system handles the Suggest feature for locked jobs, focusing on enhancing user experience and clarity. We’ve made some improvements to how our system handles the Suggest feature for locked jobs, focusing on enhancing user experience and clarity. **Key updates** - **Enhanced Error Messaging:** Previously, when attempting to use the “Suggest” feature on a locked job, users were encountering an ambiguous error message. This has been improved to clearly state that suggestions for resources and times cannot be made when a job is locked. - **UI Enhancement:** To prevent confusion and streamline the user interface, the “Suggest” icon is now hidden when a job is locked. This will ensure that users are aware of the job’s status and prevents unnecessary actions.These updates aim to improve usability and reduce frustration when dealing with locked jobs, providing a more intuitive and informative experience for our users. To learn more about using Suggest, please head to our documentation [here](https://docs.skedulo.com/user-guides/manage-scheduling-availability/optimization-of-schedule/use-suggest-feature/). --- --- url: "https://www.skedulo.com/release-notes/improved-visibility-for-resources-in-temporary-regions/" type: "releaseNote" title: "Improved visibility for resources in temporary regions" date: "2025-03-19" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Schedulers can now easily identify when a resource is in a temporary region within the Pulse swimlane." lastmod: "2025-03-19" --- # Improved visibility for resources in temporary regions Published March 19, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Schedulers can now easily identify when a resource is in a temporary region within the Pulse swimlane. Previously, temporary regions were shown on the swimlane with a grey background. This closely resembled unavailability and in low-contrast screens was almost indistinguishable. This lead to confusion as to where and when resources were available to work. Temporary regions are now displayed as dedicated blocks in the resource swimlane, improving readability and making it clear where each resource is located. This update helps streamline scheduling decisions and ensures better visibility of resource assignments when using the Pulse swimlane. --- --- url: "https://www.skedulo.com/release-notes/improvements-to-formatting-date-time-fields-in-send-sms-actions-within-a-triggered-action/" type: "releaseNote" title: "Improvements to formatting date & time fields in “Send SMS” actions within a triggered action" date: "2025-09-25" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Send SMS action in triggered actions now automatically formats ‘Date & time’ fields based on the Timezone field if present. We’ve also introduced a new function called formatDateTime that can be used in message templates for finer grained control if required." lastmod: "2025-09-25" --- # Improvements to formatting date & time fields in “Send SMS” actions within a triggered action Published September 25, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Send SMS action in triggered actions now automatically formats ‘Date & time’ fields based on the Timezone field if present. We’ve also introduced a new function called formatDateTime that can be used in message templates for finer grained control if required. Triggered actions allow you to perform actions in response to events that occur within the Skedulo platform. They are defined as a combination of a trigger and an action. A trigger defines the event that causes the triggered action to be executed and the action defines what should happen. [Send SMS](https://developer.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/actions/#send-sms) is an action that allows an SMS message to be sent, with the destination number and the body of the message either hard coded, or referenced from an [object-modified trigger](https://developer.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/triggers/#object-modified-triggers) using templates. #### **Automatic Formatting for Date & time fields** When a field of type **Date & time** (e.g. Start) is used in a Send SMS action template, it is now automatically formatted based on a **Timezone** field of the record in the object-modified trigger (e.g. Jobs). - If a Timezone field is present and set to **“America/Los_Angeles”**, Start would display as “Dec 25, 2:30AM (PST)”. - If a Timezone field is not present or is invalid, the time is displayed in **UTC (Coordinated Universal Time)**. Start would display as “Dec 25, 10:30AM (UTC)”. #### **New formatDateTime function** If you want to take full control of how **Date & time** fields are formatted, you can now reference a new “formatDateTime” function in the message template. This function allows you to specify a timezone, what to display if the field is empty, as well as custom formats. For more details on the formatDatetime function please refer to the updated [documentation](https://developer.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/actions/#template-functions). --- --- url: "https://www.skedulo.com/release-notes/improvements-to-the-upsert-mutation-in-the-graphql-api/" type: "releaseNote" title: "Improvements to the ‘upsert’ mutation in the GraphQL API" date: "2025-05-30" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo Pulse Platform"] description: "The GraphQL upsert operation now retains the values of optional fields that are not included in the request." lastmod: "2025-06-23" --- # Improvements to the ‘upsert’ mutation in the GraphQL API Published May 30, 2025 · Updated June 23, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo Pulse Platform The GraphQL upsert operation now retains the values of optional fields that are not included in the request. We have changed the behaviour of the ‘upsert’ mutation in the GraphQL API. We made this change in response to feedback from developers and customers. You can learn more about the Skedulo GraphQL in the [developer guide](https://docs.skedulo.com/developer-guides/integration-and-automation/api-overview/graphql/) and the [API reference](https://docs.skedulo.com/skedulo-api/data-access/graphql/). Please note: The upsert GraphQL mutation is only available on the Skedulo Pulse Platform. **What is an upsert operation?** The word “upsert” is a portmanteau of the words “update” and “insert”. It describes a database operation that looks for a record using a key field. If the record exists, it updates it. If not, it inserts a new one. Upsert operations are particularly useful when integrating data from a source to a destination system. They are useful when you only care that a record is present in the destination system, not how it got there – whether through an insert or an update. **Previous behaviour** Before this release, if an upsert resulted in an update operation, any optional fields not specified in the request would reset to their default, usually ‘null’. Let’s look at an example using the [Tags object](https://docs.skedulo.com/developer-guides/integration-and-automation/api-overview/graphql/https://developer.skedulo.com/object-reference/standard-objects/tags/), which I’ve added a custom field called “ExternalID” to. If I had a record where: - Name = “Test tag” - Type = “Skill” - ExternalId = “12345” And I issued the following GraphQL mutation to upsert the record: mutation {   schema {     upsertTags( keyField: “ExternalId”, input: { ExternalId: “12345” Name: “Test tag – updated” } ) } } The record would become: - Name = “Test tag – updated” - Type = NULL - ExternalId = “12345” The “Type” field reverts to its default value, in this case NULL. **New behaviour** After this release, optional fields not specified in the request will remain unchanged. The record would look like: - Name = “Test tag – updated” - Type = “Skill” - ExternalId = “12345” **Questions?** If you have concerns about this change to behaviour please contact Skedulo Support by logging a case at [https://support.skedulo.com/](https://support.skedulo.com/)​ --- --- url: "https://www.skedulo.com/release-notes/infeasibility-reasons-available-via-the-optimization-api/" type: "releaseNote" title: "Infeasibility reasons available via the Optimization API" date: "2026-03-24" productAreas: ["Web App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Infeasibility reasons from Optimization runs are now accessible via a dedicated API endpoint, returning the same detailed reasoning available in the run results page." lastmod: "2026-03-24" --- # Infeasibility reasons available via the Optimization API Published March 24, 2026 **Product areas:** Web App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Infeasibility reasons from Optimization runs are now accessible via a dedicated API endpoint, returning the same detailed reasoning available in the run results page. The endpoint supports both internal and customer-facing integrations, returning specific reasons per Job, including working hour limits, travel time feasibility, availability attributes, and full allocation requirements. --- --- url: "https://www.skedulo.com/release-notes/interval-parameter-for-the-grid-schedule-api/" type: "releaseNote" title: "Interval Parameter for the Grid Schedule API" date: "2024-09-23" productAreas: ["Web App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The /grid/schedule API now supports an “interval” parameter, allowing developers to request available timeslots at custom intervals, independent of job duration. If no interval is specified, the job duration will be used by default." lastmod: "2024-09-23" --- # Interval Parameter for the Grid Schedule API Published September 23, 2024 **Product areas:** Web App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The /grid/schedule API now supports an “interval” parameter, allowing developers to request available timeslots at custom intervals, independent of job duration. If no interval is specified, the job duration will be used by default. The /grid/schedule API has been enhanced to allow developers to specify an “interval” input when requesting available timeslots. This feature provides greater flexibility in querying available time slots that differ from the default job duration. ** What’s New:** •**Interval Input**: You can now include an “interval” parameter in your request to retrieve timeslots based on a custom interval. This allows for more granular control over the timeslot display, such as retrieving slots every 15 minutes for a 60-minute job. •**Default Behavior**: If the “interval” is not specified, the system will default to using the job duration as the interval. ** Example Use Case:** •A 60-minute job may now return available timeslots every 15 minutes (e.g., 9:00 AM, 9:15 AM, 9:30 AM) instead of only on the hour or half-hour. This update enhances scheduling flexibility, making finding optimal time slots for different job durations easier.  For more information, please head to our documentation [here](https://developer.skedulo.com/skedulo-api/optimization/planr/#post-/grid/schedule)! --- --- url: "https://www.skedulo.com/release-notes/introducing-google-meet-support-for-virtual-meetings/" type: "releaseNote" title: "Introducing Google Meet Support for Virtual Meetings" date: "2024-03-10" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Virtual Meetings extension now seamlessly integrates with Google Meet, expanding virtual meeting integration options for organizations using our platform." lastmod: "2024-03-10" --- # Introducing Google Meet Support for Virtual Meetings Published March 10, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Virtual Meetings extension now seamlessly integrates with Google Meet, expanding virtual meeting integration options for organizations using our platform. We’re excited to announce that Skedulo’s virtual meetings extension now supports Google Meet, in addition to existing integrations with Zoom and Microsoft Teams. With this enhancement, organizations leveraging Skedulo for remote service delivery have even more flexibility in choosing their preferred video conferencing platform. When virtual meetings is configured, jobs in a Ready state will automatically generate a Google Meet meeting and link it to the job. The virtual meeting details are prominently displayed on the job screen within the Skedulo web app, ensuring easy access for users. Additionally, contact persons associated with the job will receive an email containing the Google Meet meeting information. If the Attendees feature has been enabled, job attendees will also receive an email, streamlining communication and ensuring everyone stays informed. The addition of Google Meet support aligns with our commitment to providing diverse and user-friendly solutions for remote collaboration, empowering organizations to deliver exceptional services seamlessly. Read more about the Virtual Meetings feature on the Skedulo Documentation website. --- --- url: "https://www.skedulo.com/release-notes/job-card-customization-for-skedulo-plus/" type: "releaseNote" title: "Job Card Customization for Skedulo Plus" date: "2024-06-06" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now customize the content of mobile job cards. This would enable their mobile users to quickly grab important information specific to each job type for more efficient workflows." lastmod: "2024-06-06" --- # Job Card Customization for Skedulo Plus Published June 6, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now customize the content of mobile job cards. This would enable their mobile users to quickly grab important information specific to each job type for more efficient workflows. We have implemented a new setting in the web app, under ** Mobile settings > Job card and header configuration **. This enables admins to configure the content of Agenda’s job cards,Job detail headers, and Unaccepted work cards in the Skedulo Plus apps from version 3.5.0. - **Default**: You can customize a default setting that applies to all jobs. Click ** Reset ** to revert this customization to the Skedulo system default. - **Customize a specific job type**: The default setting is applied to all job types unless you change the setting for that job type. To edit setting for a job type, pick the job type from the drop-down list and click ** Edit displayed fields ** to customize. Click ** Reset to default ** if you want to revert this customization back to default. We support adding fields from Job and Job Allocation objects, including custom fields that are marked as visible in mobile. These are labeled as Job field or Job Allocation field. In addition, several other objects’ fields are also supported, including: Account name, Contact name, and Location​ --- --- url: "https://www.skedulo.com/release-notes/job-dependencies-advanced-scenario-expansion/" type: "releaseNote" title: "Job dependencies advanced scenario expansion" date: "2024-07-30" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "When creating work, schedulers will be able to choose from additional time-constrained dependency scenarios." lastmod: "2024-07-30" --- # Job dependencies advanced scenario expansion Published July 30, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform When creating work, schedulers will be able to choose from additional time-constrained dependency scenarios. We’ve enhanced our job dependency feature to provide more flexibility in scheduling and managing job sequences. This update introduces a variety of new time-constrained dependency scenarios, allowing for comprehensive and precise planning. What’s New: - Our job dependency functionality now supports scenarios where jobs need to start or end within a specific time frame in relation to another job. - Jobs can be set to start or end before, after, or simultaneously with another job’s start or end.​ How to Enable: - Job dependencies are available as a beta feature. - Navigate to `Settings > Beta Features` and select “Enable Job Dependencies.” This update is designed to make scheduling more intuitive and effective, providing our users with the tools they need to ensure smooth operation and coordination across various job tasks. For more information on Job Dependencies, head to our documentation [here](https://docs.skedulo.com/user-guides/create-and-edit-work/create-and-manage-work/in-skedulo-web-app/manage-job-dependencies/). ​ --- --- url: "https://www.skedulo.com/release-notes/job-dependency-scenario-expansion/" type: "releaseNote" title: "Job dependency scenario expansion" date: "2024-04-26" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "When creating work, Schedulers will be able to choose from an additional 11 new dependency scenarios." lastmod: "2024-04-26" --- # Job dependency scenario expansion Published April 26, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform When creating work, Schedulers will be able to choose from an additional 11 new dependency scenarios. We’ve expanded our job dependency feature to provide more flexibility in scheduling and managing job sequences. This update introduces a variety of new dependency scenarios, allowing for comprehensive and precise planning. Job dependency functionality now supports 12 distinct scenarios, significantly expanding the conditions under which jobs can be linked. These new scenarios include conditions where a job must start or end before, after, or simultaneously with another job’s start or end. - The job cards on the console pages feature a icon indicating job dependencies. This icon helps schedulers quickly identify dependent relationships and any issues arising from them. - Swimlane Displays: If a job’s scheduling conflicts with its dependencies, a conflict icon will appear, alerting schedulers to adjust the job timing accordingly.Job dependencies are available as a beta feature. - To enable, navigate to Settings > Beta Features and select “Enable Job Dependencies.” This update is designed to make scheduling more intuitive and effective, providing our users with the tools they need to ensure smooth operation and coordination across various job tasks. Please note, we are planning to introduce additional time-constrained scenarios soon to further enhance this feature. --- --- url: "https://www.skedulo.com/release-notes/job-details-layout-customization-in-skedulo-plus/" type: "releaseNote" title: "Job Details Layout Customization in Skedulo Plus" date: "2024-10-10" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now customize the layout of the Job details screen in Skedulo Plus to tailor essential information for their resources according to each job type." lastmod: "2024-10-10" --- # Job Details Layout Customization in Skedulo Plus Published October 10, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now customize the layout of the Job details screen in Skedulo Plus to tailor essential information for their resources according to each job type. We now have a new setting page, called **Mobile Layout **under **Mobile app configuration,** which allows admins to customize the job card and job detail screen layouts for different job types. Admins can change the job detail layout by reordering components between sections, showing or hiding components, and renaming section titles. They can customize the default layout that is applied to all jobs, or they can choose to customize the layout for a specific job type. When a component is removed, it is displayed in the Hidden section at the bottom of the setting page. To add it back to the layout, simply click the + button or drag it up to the layout. A **_Customized_** badge displays next to the job type to let users know that the job type layout has been configured. To revert any changes, simply click **Reset to default** to revert the default layout to the Skedulo system setting, or click **Reset **to revert a job type’s layout to the default setting. For more information, please check out our [documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/layout-customization/). --- --- url: "https://www.skedulo.com/release-notes/job-details-page-and-actions-display-the-picklist-label-for-job-cancellation-reasons-instead-of-the-value/" type: "releaseNote" title: "Job Details page and actions display the picklist “label” for job cancellation reasons instead of the “value”" date: "2024-07-25" productAreas: ["Web App"] roles: ["Administrators","Developers","Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "If the “Job Cancellation Reason” picklist vocabularies were configured with different values/labels, only the values were shown in the web app on the Job Details screen when cancelling a job, or viewing an already cancelled job. With this release, the web app will now display the label instead of t…" lastmod: "2024-07-25" --- # Job Details page and actions display the picklist “label” for job cancellation reasons instead of the “value” Published July 25, 2024 **Product areas:** Web App **Roles:** Administrators, Developers, Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform If the “Job Cancellation Reason” picklist vocabularies were configured with different values/labels, only the values were shown in the web app on the Job Details screen when cancelling a job, or viewing an already cancelled job. With this release, the web app will now display the label instead of t… Most out of the box picklist vocabulary items have matching value/label pairs, however the platform supports vocabulary items where the value and label can be different. You can set independent values/labels via the API (see [documentation](https://developer.skedulo.com/developer-guides/customize-and-extend/create-and-customize-forms-objects-fields/customize-and-modify-skedulo-picklist-values/modify-picklist-items-and-field-dependencies/) for details). The values are typically used to store machine friendly codes/identifiers, whereas the label is intended to store human readable text. Prior to this release, the Job Detail page in the web app only rendered the values from the picklist vocabulary items, and not the labels. With this release, the Job Details page now renders the label instead of the value, in the following scenarios: - When you select the Cancel option from the Action menu or the Work List, you are presented with the picklist of job cancelation reasons - When you view a job that has been cancelled, the job cancellation reason is included in the section that highlights the status of the job. - If the picklist item has been deleted since a job was cancelled, the value is displayed instead of the label as the label metadata has been deleted at this point. It is displayed as “ (Deactivated)”. - If the picklist label is empty, the value will be displayed instead. --- --- url: "https://www.skedulo.com/release-notes/job-urgency-now-supported-in-job-templates/" type: "releaseNote" title: "Job urgency now supported in job templates" date: "2024-08-23" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The default urgency of a job can now be specified when setting up job templates for various job types." lastmod: "2024-08-23" --- # Job urgency now supported in job templates Published August 23, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The default urgency of a job can now be specified when setting up job templates for various job types. Previously, this value could not be set against a template. Meaning that you would always need to instruct your users to manually set the urgency of a job to the right value if they were creating a job of a certain type that always requires a certain urgency to be set. Now, you can easily set the default value for “Urgency” when creating and configuring job templates. This reduces manual steps, reduces risk of incorrectly configured jobs, and speeds up the overall job creation process when creating jobs via the Skedulo web app. --- --- url: "https://www.skedulo.com/release-notes/legacy-user-list-page-now-displays-deprecation-notice/" type: "releaseNote" title: "Legacy user list page now displays deprecation notice" date: "2024-03-20" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform"] description: "As part of the rollout of the new user list page, the legacy page now displays a notice explaining the deprecation of the legacy page, and the availability of the replacement." lastmod: "2024-03-20" --- # Legacy user list page now displays deprecation notice Published March 20, 2024 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo Pulse Platform As part of the rollout of the new user list page, the legacy page now displays a notice explaining the deprecation of the legacy page, and the availability of the replacement. In October 2023 we launched a new User list page. Customers can opt in to using this new page by navigating to **Settings > Web app configuration > General**, then locate the **User interface** section, and check **Enable the updated Users page**. All teams created since October 2023 have this setting enabled by default. Any teams created before this would require manual opt-in to use the new screen. We have added a notice to the legacy screen to encourage users to enable the new page, ahead of removal of the legacy page. The notice reads: **Deprecated page**You are viewing the old user list page. Please enable the new user list page in settings or see our docs to learn more. --- --- url: "https://www.skedulo.com/release-notes/listing-standard-data-model-fields-in-web-app-ui/" type: "releaseNote" title: "Listing standard data model fields in Web App UI" date: "2024-06-07" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "When viewing the fields of a standard object in the web app settings, you can now see a read-only list of the standard fields associated with the object." lastmod: "2024-06-07" --- # Listing standard data model fields in Web App UI Published June 7, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform When viewing the fields of a standard object in the web app settings, you can now see a read-only list of the standard fields associated with the object. Prior to this release, the only fields displayed for standard objects were custom fields. This made it difficult for administrators and developers to understand the standard data model without resorting to exploring the GraphQL schema. This release addresses this problem, by enhancing the UI to include a read-only view of the standard fields associated with the object. The view includes: - The name of the field. - A description of the purpose of the field. - The type of the field (e.g. Text, Integer, Lookup). - Any constraints associated with the field, such as the maximu number of characters supported. - Whether the field is required or not. This change only impacts the Skedulo Pulse Platform. --- --- url: "https://www.skedulo.com/release-notes/listview-filters-now-support-is-one-of-and-is-not-one-of-operators/" type: "releaseNote" title: "ListView filters now support “is one of” and “is not one of” operators" date: "2024-03-20" productAreas: ["Platform"] roles: ["Administrators","Developers","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "When creating filters for a list view, if the field being filtered is of type Lookup or Picklist, then users can apply new operators: “is one of” and “is not one of”. This allows users to compare multiple values in a single expression." lastmod: "2024-03-20" --- # ListView filters now support “is one of” and “is not one of” operators Published March 20, 2024 **Product areas:** Platform **Roles:** Administrators, Developers, Schedulers **Platforms:** Skedulo Pulse Platform When creating filters for a list view, if the field being filtered is of type Lookup or Picklist, then users can apply new operators: “is one of” and “is not one of”. This allows users to compare multiple values in a single expression. In List Views you can use the Filter options to restrict which data is displayed. The operators you can choose from depend on the type of field you are attempting to filter by. For Lookups, Picklist you could previously use the following operators: - is - is not This change introduces new operators that expand the list to: - is - is not - is one of - is not one of If you choose either “is one of” or “is not one of” you are presented with a multi-select control that allows you to search for, and select, multiple values. **Replace “OR” queries in advanced mode for single field comparison** This is a meaningful improvement to filtering list views, as it allows a user to apply “OR” like conditions to their filters without having to use the advanced/Lucene filter query format. For example, this Lucene query: Status:Draft OR Status:Active becomes possible in the UI with: Where [Status] [is one of] [Draft, Active] **Lucene syntax** There is equivalent support for these new operators in Lucene queries. The above example would be represented as: Status:$in[“Draft”,”Active”] Or for “is not one of” -Status:$in[“Draft”,”Active”] **Data source support** The operators that are available in list view filters depend on the underlying data source and which operations the data source supports. At present only the standard and custom objects, sourced via Skedulo GraphQL, support these new operators. For more information, please refer to the documentation. --- --- url: "https://www.skedulo.com/release-notes/location-inheritance-for-swimlane-views/" type: "releaseNote" title: "Location Inheritance for Swimlane Views" date: "2025-11-26" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Activities without addresses in swimlane views now inherit the location of the preceding job, ensuring the travel wick to the next job displays accurate context." lastmod: "2025-11-26" --- # Location Inheritance for Swimlane Views Published November 26, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Activities without addresses in swimlane views now inherit the location of the preceding job, ensuring the travel wick to the next job displays accurate context. Activities without an address, such as meal breaks, now support location inheritance within swimlane views. When a break or similar activity appears between two jobs, the travel wick leading to the next job will inherit the location of the preceding job. This provides clearer visual context and more accurate travel representation in schedules. **What’s Improved** - Swimlane views now detect when an activity has no address. - The travel wick to the next job automatically adopts the location from the previous job. - Schedules display more consistent travel paths, especially around meal breaks and other placeholder activities. --- --- url: "https://www.skedulo.com/release-notes/manage-more-picklist-values-in-the-web-app-and-allow-access-to-non-administrator-roles/" type: "releaseNote" title: "Manage more picklist values in the web app, and allow access to non-administrator roles" date: "2024-03-20" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform"] description: "We have added new UIs to manage more picklist values, such as “Job cancellation reasons”, “Location types”, and many more. Navigate to Manage > Picklists for all the available picklist types. Tenants that have customised their menu can easily add new Picklist pages via Settings. We have added new p…" lastmod: "2024-03-20" --- # Manage more picklist values in the web app, and allow access to non-administrator roles Published March 20, 2024 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo Pulse Platform We have added new UIs to manage more picklist values, such as “Job cancellation reasons”, “Location types”, and many more. Navigate to Manage > Picklists for all the available picklist types. Tenants that have customised their menu can easily add new Picklist pages via Settings. We have added new p… Before this change, in the Skedulo Web App you could only manage picklist values for: - Activity types - Availability types - Resource categories - Job types We have added support for the following picklists: - Job allocation declined reasons - Job cancellation reasons - Job follow-up reasons - Job urgency types - Location types - Resource employment types - Tag types **Permissions** For teams that have the new permissions enabled, you can now allow non-administrator roles to view/edit by navigating to **Settings > User Roles**, and configuring the following permissions for the desired role. - View picklist vocabulary items - Create and modify picklist vocabulary items **Navigation** For teams who have never customised their navigation menu, you will find a new sub-menu called **Picklists** under the **Manage** menu. Teams that have customised their navigation menu will need to add the new picklist menu items manually by going to: **Settings > Web app configuration > Navigation menu** and adding the pages to their preferred menu. We have updated the documentation to reflect these changes. --- --- url: "https://www.skedulo.com/release-notes/manage-url-overrides-from-the-skedulo-cli-now-generally-available/" type: "releaseNote" title: "Manage URL Overrides from the Skedulo CLI – now generally available" date: "2026-06-16" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "You can now manage URL Overrides as a Skedulo artifact. Define, deploy, and version-control URL overrides through the Skedulo CLI" lastmod: "2026-06-16" --- # Manage URL Overrides from the Skedulo CLI – now generally available Published June 16, 2026 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform You can now manage URL Overrides as a Skedulo artifact. Define, deploy, and version-control URL overrides through the Skedulo CLI ### **What’s new** **URL Overrides as an artifact** – define your redirects and post-login landing page in as JSON then deploy them like any other Skedulo artifact. **Full lifecycle from the CLI** – create, read, list, update, and delete overrides without touching tenant preferences directly. **Repeatable across tenants** – promote the same overrides from sandbox to production, and track changes alongside the rest of your configuration. **What you can define** - from – The path to redirect from, or :landingPage to set the post-login landing page. - to – The path to redirect to. - name – A unique identifier – automatically defaults to ‘from’ if not supplied. --- --- url: "https://www.skedulo.com/release-notes/maximum-number-of-mobile-extensions-per-tenant/" type: "releaseNote" title: "Maximum number of mobile extensions per tenant" date: "2024-05-24" productAreas: ["Mobile App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "To ensure platform performance and enhance the mobile app user experience, we are introducing a limit on the maximum number of mobile extensions that can be created per tenant" lastmod: "2024-05-24" --- # Maximum number of mobile extensions per tenant Published May 24, 2024 **Product areas:** Mobile App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform To ensure platform performance and enhance the mobile app user experience, we are introducing a limit on the maximum number of mobile extensions that can be created per tenant These limitations include: - Maximum number of mobile extensions per tenant: 40. This includes both forms created using Form Builder and mobile extensions that are deployed by a developer using MEX framework. - Maximum number of components allowed per form: 40 components. This limit applies to forms creating using Form Builder only. For more information, see [Form builder documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/form-builder/)​ --- --- url: "https://www.skedulo.com/release-notes/mex-framework-a-new-way-to-structure-the-search-experience/" type: "releaseNote" title: "MEX Framework – A new way to structure the Search experience" date: "2024-09-26" productAreas: ["Mobile App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The landing page now can show the search criteria, and the search results will be available on the next page" lastmod: "2024-09-26" --- # MEX Framework – A new way to structure the Search experience Published September 26, 2024 **Product areas:** Mobile App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The landing page now can show the search criteria, and the search results will be available on the next page Previously, we had only one way to structure the search experience on the List page. With this enhancement, developers now have more flexibility in designing the search flow: - **Option 1:** Display the results with default filters when users first open the form. To modify the search criteria, users can click the Search icon in the top-right corner. - **Option 2 (new):** Display the search page with all filters upfront when users open the form. They can adjust the filters and click Search to view the results on the next page. This enhancement is available starting with MEX engine v1.14.26. --- --- url: "https://www.skedulo.com/release-notes/mex-framework-button-action-customization-is-now-supported/" type: "releaseNote" title: "MEX Framework – Button Action Customization is Now Supported" date: "2024-09-06" productAreas: ["Mobile App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Developers can define custom button actions by triggering any APIs to create more complex and flexible workflows" lastmod: "2024-09-06" --- # MEX Framework – Button Action Customization is Now Supported Published September 6, 2024 **Product areas:** Mobile App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Developers can define custom button actions by triggering any APIs to create more complex and flexible workflows Previously, buttons in MEX extensions could only perform a set of predefined actions, such as calling a phone number, sending SMS/emails, opening URLs, or executing simple navigation. With this new feature, buttons can now perform custom actions using any APIs. **Technical Information:** - This feature is available only for extensions built in online mode. - It is supported starting from MEX engine version 1.14.x. **Documentation**: [Button Group](https://skedulo.atlassian.net/wiki/spaces/ProductDevelopment/pages/2605842514/Button+Group+Flat+Page+View+Component#Custom-Behavior) --- --- url: "https://www.skedulo.com/release-notes/mex-framework-new-dynamic-content-component/" type: "releaseNote" title: "MEX Framework – New dynamic content component" date: "2024-12-09" productAreas: ["Mobile App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new component that enables mobile extensions to display content dynamically based on predefined contextual data is now available developers to use in the mobile extensions framework." lastmod: "2024-12-09" --- # MEX Framework – New dynamic content component Published December 9, 2024 **Product areas:** Mobile App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new component that enables mobile extensions to display content dynamically based on predefined contextual data is now available developers to use in the mobile extensions framework. Previously, when building a mobile form using the MEX framework, developers had to predefine all the components during the implementation. These components were the same for all mobile users who accessed the forms and couldn’t be changed after the form was deployed. This meant that the forms could not adapt to individual user needs or contextual variations after deployment, which limited their flexibility with regards to dynamic or customized workflows. With the new Dynamic Content component, organizations can now create forms that adapt dynamically based on context, supporting flexible workflows and reducing the need to build several versions of one form for different user groups. Key highlights: - **Creating personalized experiences:** Adjust form components and layouts in real time based on user roles, permissions, or other criteria such as page layouts for different record types. - **Supports page and component levels:** Dynamically show or hide entire pages or individual components in the form to align with your organization’s specific workflows. - **Compatible with all forms:** Works with both online and offline forms. This component is available starting from MEX engine version 1.16 for both **offline** and **online** forms. Learn more about this component in our documentation: [Dynamic Content Component](https://docs.skedulo.com/developer-guides/customize-and-extend-mobile/skedulo-plus-extensions/getting-started/dynamic-content/). --- --- url: "https://www.skedulo.com/release-notes/mobile-extension-framework-mex-barcode-and-qr-code-scanning-enabled/" type: "releaseNote" title: "Mobile Extension Framework (MEX) – Barcode and QR-code Scanning Enabled" date: "2024-07-09" productAreas: ["Mobile App"] roles: ["Developers","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "An enhancement of the textEditor component to allow barcode and QR-code scanning, using the mobile device’s camera." lastmod: "2024-07-09" --- # Mobile Extension Framework (MEX) – Barcode and QR-code Scanning Enabled Published July 9, 2024 **Product areas:** Mobile App **Roles:** Developers, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform An enhancement of the textEditor component to allow barcode and QR-code scanning, using the mobile device’s camera. The text editor component gains a powerful new feature: barcode and QR code scanning! This enhancement streamlines data entry by allowing users to scan codes directly into the editor. Activation is simple: a new feature flag controls this functionality. When enabled (set to “true”), the text editor transforms to accept scanned codes. This new feature works seamlessly with both single-line and multi-line textEditor component. --- --- url: "https://www.skedulo.com/release-notes/mobile-extension-mex-image-annotation-component/" type: "releaseNote" title: "Mobile Extension (MEX) – Image annotation component" date: "2025-05-15" productAreas: ["Mobile App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now annotate images directly within forms built using Skedulo Plus Mobile Extensions." lastmod: "2025-05-15" --- # Mobile Extension (MEX) – Image annotation component Published May 15, 2025 **Product areas:** Mobile App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now annotate images directly within forms built using Skedulo Plus Mobile Extensions. Developers can now include a set of predefined images—such as diagrams, maps, or templates—when building the extensions. While filling out the form, mobile users can select an image and add annotations to provide visual feedback that aligns with their organization’s guidelines. This feature is useful when organizations need to collect context-rich information from their resources in a structured way. Some common use cases include: - In the healthcare industry, resources can mark specific areas on a body map to indicate where a patient is receiving treatment. - In field services, resources can highlight parts of a machine that need maintenance or replacement. --- --- url: "https://www.skedulo.com/release-notes/mobile-extensions-improved-notifications-for-unsaved-changes-in-offline-forms/" type: "releaseNote" title: "Mobile extensions – Improved notifications for unsaved changes in offline forms" date: "2024-12-06" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Two new features have been added to the mobile extensions framework to help users avoid losing data when working with mobile forms in offline mode." lastmod: "2024-12-06" --- # Mobile extensions – Improved notifications for unsaved changes in offline forms Published December 6, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Two new features have been added to the mobile extensions framework to help users avoid losing data when working with mobile forms in offline mode. Currently, for forms built for offline mode, users can only save their data on the first (root) page of the form. Any actions or data entered on lower-level pages are not saved until users return to the first page and tap **Save**. If the app is closed without saving, the data cannot be recovered. To address this, we’ve added new notifications to help ensure that users are informed about unsaved changes and reminded to save their work: - **Unsaved changes warning banner**: A warning message appears in the mobile form whenever a draft version of the form is detected. - **Unsaved changes reminder**: A notification is sent to the user if they have unsaved changes when they put the app in the background. This serves as a reminder to save any work before closing the app. These updates are designed to reduce the risk of data loss and improve the overall experience when working with offline mobile forms. These features are available from Skedulo Plus v3.11. --- --- url: "https://www.skedulo.com/release-notes/multi-select-mode-is-here-select-and-perform-actions-on-multiple-jobs-in-the-pulse-scheduling-experience-swimlane/" type: "releaseNote" title: "Multi-select mode is here! Select and perform actions on multiple jobs in the Pulse Scheduling Experience Swimlane" date: "2024-10-15" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The new multi-select mode on the Pulse Scheduling Experience Swimlane allows schedulers to select multiple jobs and perform actions in bulk." lastmod: "2024-10-15" --- # Multi-select mode is here! Select and perform actions on multiple jobs in the Pulse Scheduling Experience Swimlane Published October 15, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The new multi-select mode on the Pulse Scheduling Experience Swimlane allows schedulers to select multiple jobs and perform actions in bulk. Before this update, actions could only be performed on a per-job basis within the swimlane, making it very time-consuming to take actions on more than just a few jobs. Now it is easy to select any number of jobs and perform an action on them all simultaneously; speeding up the process drastically. Multi-select mode can be activated by clicking the button in the top-right corner of the Swimlane. It’s important to note that this feature is designed to help manage multiple jobs in the current Swimlane view, which means that when the mode is entered, you will not be able to change the date range or apply new filters until you exit. Once you have entered multi-select mode, simply click on the jobs you would like to perform an action on and then select an action from the options that appear at the top of the Swimlane. A loading indicator appears as the updates are being processed and a message displays when complete to confirm the action performed and the number of jobs updated. After the action completes, the selection is cleared so that you can make further selections or exit the multi-select mode. --- --- url: "https://www.skedulo.com/release-notes/multiple-resource-requirements-in-the-pulse-allocation-experience/" type: "releaseNote" title: "Multiple resource requirements in the Pulse Allocation Experience" date: "2025-02-27" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "For work items with multiple resource requirements, schedulers are now prompted to select the relevant job requirement when allocating resources, ensuring accurate assignments." lastmod: "2025-02-27" --- # Multiple resource requirements in the Pulse Allocation Experience Published February 27, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform For work items with multiple resource requirements, schedulers are now prompted to select the relevant job requirement when allocating resources, ensuring accurate assignments. Schedulers using the Pulse Allocation Experience (Beta) now have more control when allocating resources to work items with multiple resource requirements. When initiating an allocation from outside of the requirement, you’ll be prompted to select the specific requirement to which the allocation relates. - If requirements have different **skill tags**, then after selecting the requirement, only matching resources will appear in the allocation modal. - If requirements **do not have skill tags**, then all feasible resources will be shown and the requirement can be filled as normal. This enhancement ensures resources are accurately assigned and improves scheduling precision. This feature is currently in beta. We welcome your feedback to further refine and improve the allocation process. Please speak to your Customer Success Manager if you’re interested in trying out this new feature. --- --- url: "https://www.skedulo.com/release-notes/multiple-time-intervals-in-availability-patterns/" type: "releaseNote" title: "Multiple time intervals in availability patterns" date: "2024-09-24" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Availability patterns have been enhanced to allow multiple availability times to be defined per day, expanding the flexibility of the types of working hours that are supported for resources" lastmod: "2024-09-24" --- # Multiple time intervals in availability patterns Published September 24, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Availability patterns have been enhanced to allow multiple availability times to be defined per day, expanding the flexibility of the types of working hours that are supported for resources We have introduced an exciting enhancement to availability patterns, allowing multiple time intervals to be defined per day. This update expands the type of working hours and profile of workforce that can be easily catered for through Skedulo’s availability capabilities. Availability patterns can now seamlessly support resources whose repeating availability is not a single continuous window of time throughout the day, such as students or contractors, whose availability for work wraps around other life commitments. The different time windows across a day can now be managed within a single availability pattern. For more detailed information on multiple intervals of availability, [please visit our user guide documentation](https://docs.skedulo.com/user-guides/manage-scheduling-availability/manage-availability-and-unavailability/in-skedulo-web-app/manage-availability/#manage-multiple-intervals-of-availability). ​ --- --- url: "https://www.skedulo.com/release-notes/new-enhancements-for-create-new-job-and-create-follow-up-job-extensions/" type: "releaseNote" title: "New enhancements for Create New Job and Create Follow Up Job extensions" date: "2025-12-03" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We’ve added new enhancements to two popular mobile extensions to streamline job creation workflows for your field teams." lastmod: "2025-12-04" --- # New enhancements for Create New Job and Create Follow Up Job extensions Published December 3, 2025 · Updated December 4, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We’ve added new enhancements to two popular mobile extensions to streamline job creation workflows for your field teams. ## Create New Job (v1.0.7+) - **Job duration from template**: Newly created jobs now automatically inherit the duration from the selected Job Template, while mobile users can still edit the duration before submitting if needed. - **Optional address support**: If your organization allows jobs to be created without a required address, resources can now create new jobs without selecting a location – perfect for location-free or remote work scenarios. ### Create Follow Up Job (v1.0.6+) - **Auto-assign to self**: The “Assigned to myself” toggle is now turned on automatically, making it quicker for resources to create follow-up jobs assigned to themselves. **Learn more:** - [Create New Job documentation](https://docs.skedulo.com/user-guides/skedulo-extensions/mobile-extensions/create-new-job/) - [Create Follow Up Job documentation](https://docs.skedulo.com/user-guides/skedulo-extensions/mobile-extensions/create-followup-job/) --- --- url: "https://www.skedulo.com/release-notes/new-in-form-builder-lookup-field-support/" type: "releaseNote" title: "New in Form Builder: Lookup Field Support" date: "2026-01-29" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admin users can now connect form components to lookup fields in their existing data schema, capturing more accurate data in the field" lastmod: "2026-01-29" --- # New in Form Builder: Lookup Field Support Published January 29, 2026 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admin users can now connect form components to lookup fields in their existing data schema, capturing more accurate data in the field We’ve enhanced the Form Builder to support Lookup field mapping within the “**Advance form with custom data mapping**” option. This update enables admin users to map lookup fields directly to form components, making it easier to work with relational data when building forms. Administrators can now map lookup fields to form components using Custom Data Mapping. Additionally, they can configure fields that reference existing records with filter and sort options, ensuring mobile users see the most relevant and appropriate choices. The enhancement is expected to: - **Increase flexibility**: Form builder forms can now fully leverage relational data models and capture more accurate data - **Enable more use cases:** Business processes that depend on linked data (e.g. associating accounts with jobs or products with orders) can be reflected directly in Form Builder forms - **Reduce project complexity**: Eliminates the need for low-code or custom MEX-based workarounds, lowering setup effort and maintenance costs **How to Use Lookup Drop-down Component** To add the Lookup drop-down component to your mobile forms: 1. Setup the Lookup field you want to use in the **Objects and fields** page (for Pulse Platform) or **Custom fields** (for Skedulo on Salesforce). 1. Open your existing form or create a new form from **Setting** > **Mobile forms **screen. - Click **Add new component** - Select **Lookup drop-down **in the Add component pop-up modal. This option is only available for forms created using the “Advance form with custom data mapping” - Configure the component: - Select the lookup field you want to map from the **Field mapping** dropdown. - Select a field from the **Display field **dropdown list. This is how mobile users will see when they open the dropdown list on Skedulo Plus. For example, if you are mapping a lookup field that reference Accounts object, you may want to select Name in the Display field. - Create **Filter** and **Sort** options as needed. - Configure other properties for the component - Click **Save** and install the form to make it available for mobile users. --- --- url: "https://www.skedulo.com/release-notes/new-indicators-for-skedulo-plus-mobile-settings-in-the-web-app/" type: "releaseNote" title: "New indicators for Skedulo Plus mobile settings in the web app" date: "2024-07-11" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "To improve user experience and clarity, we have added new indicators to distinguish between mobile settings that apply exclusively to the Plus app." lastmod: "2024-07-11" --- # New indicators for Skedulo Plus mobile settings in the web app Published July 11, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform To improve user experience and clarity, we have added new indicators to distinguish between mobile settings that apply exclusively to the Plus app. Indicators have been added to all mobile-related settings across different sections of the Settings menu. These indicators will help admin users easily identify and manage mobile settings, offering a more streamlined and intuitive experience. - A green “Plus” badge indicates that the setting is applied to Skedulo Plus app only - A light gray “V2” badge indicates that the setting is applied to V2 app only - No indicator means the setting is applied to both app versions --- --- url: "https://www.skedulo.com/release-notes/new-job-and-availability-notifications-for-mobile-users/" type: "releaseNote" title: "New job and availability notifications for mobile users" date: "2025-01-22" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We’re introducing two new standard notifications for mobile users: one for when their dispatched jobs are rescheduled and another when their pending one-off (un)availability requests are approved or declined." lastmod: "2025-01-22" --- # New job and availability notifications for mobile users Published January 22, 2025 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We’re introducing two new standard notifications for mobile users: one for when their dispatched jobs are rescheduled and another when their pending one-off (un)availability requests are approved or declined. Two new mobile settings are now available for admins to enable notifications for mobile users from the web app by navigating to **Mobile settings > Other settings. **The two new mobile settings are: – **Enable resource notifications when their jobs are rescheduled: **When this setting is enabled, mobile users are notified of changes to the start or end times of jobs dispatched to them via push notification or SMS, depending on their notification preference. – **Enable resource notifications when their one-off (un)availability requests are approved or declined: **When this setting is enabled, mobile users are notified when their pending one-off availability and unavailability requests are approved or declined via push notification or SMS, depending on their notification preference. These two settings are disabled by default. --- --- url: "https://www.skedulo.com/release-notes/new-location-tracking-indicator-in-the-skedulo-plus-agenda-map/" type: "releaseNote" title: "New location tracking indicator in the Skedulo Plus Agenda map" date: "2024-11-04" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new visual indicator is now available in the Agenda map when users have not set their location access permission to “Always” or “Allow all the time” for the Skedulo Plus app." lastmod: "2024-11-04" --- # New location tracking indicator in the Skedulo Plus Agenda map Published November 4, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new visual indicator is now available in the Agenda map when users have not set their location access permission to “Always” or “Allow all the time” for the Skedulo Plus app. In Skedulo Plus 3.10, we’ve introduced a new indicator in the Agenda map that informs users if they have not set their location permission to “Always” (in iOS) or “Allow all the time” (in Android). When users click on this indicator, they are redirected to their device’s location setting for the Skedulo Plus app where they can update the location permission to the ideal setting. This will help ensure mobile workers are receiving the best possible experience when using Skedulo Plus. Furthermore, having this level of location permission configured for as many users as possible also improves overall mobile workflows and enables organizations with more efficient scheduling. For more information, please refer to our [support documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/location-tracking/#:~:text=allocation%20status%20changes.-,Enable%20location%20tracking%20permissions,-After%20logging%20into). --- --- url: "https://www.skedulo.com/release-notes/new-record-types-returned-in-the-web-app-search-tool/" type: "releaseNote" title: "New record types returned in the web app search tool" date: "2024-07-22" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The web app search tool now returns search results for additional record types including Activities, Accounts, and Contacts." lastmod: "2024-07-22" --- # New record types returned in the web app search tool Published July 22, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The web app search tool now returns search results for additional record types including Activities, Accounts, and Contacts. Simply click on the tab of the record type you want to view results for and they will be displayed in the search results area. The new fields that are searched on and the sort order for each new record type are as follows: - **Activities**: Searches on **Name + Notes** and is sorted by ascending **Name** - **Accounts**: Searches on **Name **and is sorted by ascending **Name** - **Contacts**: Searches on **First Name + Last Name + Email **and sorted by ascending **First Name + Last Name** --- --- url: "https://www.skedulo.com/release-notes/new-scheduling-experience-now-available-to-all-pulse-customers-in-open-beta/" type: "releaseNote" title: "New Scheduling Experience now available to all Pulse customers in Open Beta" date: "2024-04-07" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The new Scheduling Experience is an all-new, powerful and flexible way to schedule that offers greater configurability and helps teams make faster scheduling decisions." lastmod: "2024-04-07" --- # New Scheduling Experience now available to all Pulse customers in Open Beta Published April 7, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The new Scheduling Experience is an all-new, powerful and flexible way to schedule that offers greater configurability and helps teams make faster scheduling decisions. We’re thrilled to announce that Skedulo’s new Scheduling Experience is now available to all Pulse customers in Open Beta. The new Scheduling Experience is an all-new, powerful and flexible way to schedule. It offers greater configurability to surface the information that’s key to your business operations, as well as new features that help scheduling teams make faster and more informed decisions. Some of the great new features include the ability to: - Configure the information shown in the schedule (including colorcoding by standard or custom fields) - View key work information without leaving the schedule using all new context panels - Use advanced filtering to filter resources and work by any standard or custom field - View summaries of scheduled hour by resource - Duplicate work in bulk - And so much more!​ To learn more about the new Scheduling Experience, visit the [Frontiers May 2024 Product Launch hub](https://www.skedulo.com/platform/) and view the New Scheduling Experience [user guide](https://docs.skedulo.com/user-guides/manage-scheduling-availability/pulse-scheduling-experience/) and [configuration guide](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/create-and-customize-work/change-job-card-styling/). If you’d like to start using the New Scheduling Experience while it is in Open Beta, please get in touch with your Customer Success Manager. --- --- url: "https://www.skedulo.com/release-notes/notification-preference-management/" type: "releaseNote" title: "Notification preference management" date: "2024-03-12" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins now have the ability to configure whether or not their mobile users can change their notification preference." lastmod: "2024-03-12" --- # Notification preference management Published March 12, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins now have the ability to configure whether or not their mobile users can change their notification preference. We have now added a new setting in the Skedulo web app under the ** Settings > Mobile app configuration > Mobile settings: Enable resource to change their notification preference. ** When this setting is disabled, mobile users will no longer be able to change their notification preference in the mobile app Settings. For more details, visit our release notes. --- --- url: "https://www.skedulo.com/release-notes/object-and-field-reference-documentation-for-the-core-skedulo-data-model/" type: "releaseNote" title: "Object and field reference documentation for the core Skedulo data model" date: "2024-06-07" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We are proud to announce the first comprehensive reference documentation for the core Skedulo data model, including all standard objects, fields, relationships, and constraints." lastmod: "2024-06-07" --- # Object and field reference documentation for the core Skedulo data model Published June 7, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We are proud to announce the first comprehensive reference documentation for the core Skedulo data model, including all standard objects, fields, relationships, and constraints. Skedulo objects and fields serve a similar purpose to database tables and their columns. They organize and structure data within the Skedulo platform. All core/standard objects, fields, relationships and constraints can now be explored by visiting the new page in our public documentation at: ​[https://docs.skedulo.com/object-reference](https://docs.skedulo.com/object-reference)​ The documentation also includes updated details on: - Primitive data types supported in the API. - The user-friendly “field types” referenced in the web app settings UI. - System fields present on all objects. --- --- url: "https://www.skedulo.com/release-notes/objects-and-fields-ui-improvements/" type: "releaseNote" title: "Objects and Fields UI Improvements" date: "2024-03-15" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo Pulse Platform"] description: "Improvements to the Objects and Fields settings screens, including: support for new field types; standardization of field types displayed; changes to the “Reference” field type; and some bug fixes related to Reference fields" lastmod: "2024-03-15" --- # Objects and Fields UI Improvements Published March 15, 2024 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo Pulse Platform Improvements to the Objects and Fields settings screens, including: support for new field types; standardization of field types displayed; changes to the “Reference” field type; and some bug fixes related to Reference fields **Changes to “Create custom field” modal** - To improve parity with our API, we have added a new field type of “Integer”, that allows you to define fields that store whole numbers only (no decimal places). - The “Number” field type has been changed to “Decimal” to better align with the new “Integer” field type. - “Reference” field type has changed to “Lookup”, see below. - Added a new “Has many” field type, see below. **Changes to the “Reference” field type:** - Prior to this change, the platform would create two fields when you created a field of type “Reference”. A “Lookup” field on the Object where you created a reference, and a “HasMany” field on the object that was being referenced. You also had no control over what name and label was assigned to the HasMany field, and the default was not accurate, which could result in a naming conflict that could break GraphQL for the tenant (known bugs, ENG-39957, ENG-31484). - We have replaced Reference with these two underlying field types, “Lookup”, and “HasMany”. - If you create a Lookup, you can optionally create a HasMany, and you can supply your own name and label. We will block any names that cause conflicts in GraphQL, fixing the previously mentioned bug. - If you choose to not create the HasMany as part of the creation of the Lookup, you can do so later by using the new “HasMany” field type in the Create. - We’ve created new documentation to help people understand Lookups and HasManys. **Changes to the Custom Fields list when looking at an Object:** - The field type displayed in the list of fields is now consistent with the field types you can choose from in the “Create custom field” modal. - For field types of “Lookup” or “Has many” the name of the object being referenced is displayed in brackets and is a hyperlink to that object. --- --- url: "https://www.skedulo.com/release-notes/one-off-optimization-runs-choose-any-start-date-and-window-length/" type: "releaseNote" title: "One-off Optimization runs: choose any start date and window length" date: "2026-05-26" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Schedulers can now set any start date and duration when running a one-off Optimization, replacing the fixed preset dropdown (1 day, 3 days, 1 week, 1 month) with the same Start date picker and Date range stepper used on scheduled runs, so windows like 10 days, 2 weeks, or 3 weeks are finally reacha…" lastmod: "2026-06-08" --- # One-off Optimization runs: choose any start date and window length Published May 26, 2026 · Updated June 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Schedulers can now set any start date and duration when running a one-off Optimization, replacing the fixed preset dropdown (1 day, 3 days, 1 week, 1 month) with the same Start date picker and Date range stepper used on scheduled runs, so windows like 10 days, 2 weeks, or 3 weeks are finally reacha… Schedulers can now set any start date and any window length up to 60 days when running a one-off Optimization, rather than picking from the fixed list of presets (1 day, 3 days, 1 week, 1 month). The preset dropdown has been replaced with the same Start date picker and Date range stepper already used on scheduled Optimization runs. **What’s new** - **Start date picker:** Pick any date as the beginning of the optimization window, giving full control over when the run starts rather than implicitly anchoring to today. - **Date range stepper:** Type or step to any number of days, up to a maximum of 60, making previously unreachable windows such as 10 days, 2 weeks, or 3 weeks selectable without curating new presets. - **Consistent across run types:** The one-off and scheduled Run dialogs now share the same controls, defaults, and bounds, removing the mismatch between the two flows and reducing surprises when switching between them. _This feature will initially be available only when optimizing from our legacy swimlanes and will be coming soon to the Pulse Swimlane._ --- --- url: "https://www.skedulo.com/release-notes/one-off-optimization-runs-in-the-pulse-swimlane-choose-any-start-date-and-window-length/" type: "releaseNote" title: "A new Optimize modal across every Swimlane" date: "2026-09-23" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Every Swimlane now uses the same rebuilt Optimize modal for one-off Optimization runs. Schedulers pick a Recipe, any start date and window length, see what will be optimized before they start, and choose whether to auto-apply or preview the results." lastmod: "2026-09-23" --- # A new Optimize modal across every Swimlane Published September 23, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Every Swimlane now uses the same rebuilt Optimize modal for one-off Optimization runs, so starting a run works the same way whichever Swimlane you're in. Before you click Start, the modal shows which Recipe and dates you're using, how much work is in scope, and how the results will be saved. **What's improved** - **Recipe selection:** Search your active Recipes and see each Recipe's description under the field. Your default Recipe is preselected and marked "(default)". - **Any start date and window length:** Choose a start date and a date range of 1 to 365 days. If the start date is in the past, the modal warns you and only optimizes from today onward. - **Scope summary:** The modal shows how many work items and Resources will be optimized, and updates as you change the Recipe or dates. Hover over the info icon to see the regions included and how already-scheduled work is handled. If there's nothing to optimize, for example no work items or every work item is locked, the modal tells you why before you start. - **Choose how results are saved:** Select Preview first to review the results before applying them to the schedule, or Auto-apply to apply them as soon as they're ready. - **Automatic run names:** Each run is named from its regions, dates, and Recipe, so runs are easy to find later. Optimization runs in the background, and you're notified when the results are ready. --- --- url: "https://www.skedulo.com/release-notes/optimization-enhancements-to-activity-handling/" type: "releaseNote" title: "Optimization enhancements to Activity handling" date: "2025-11-05" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Optimization now treats Activities without addresses as pauses at the resource’s current location, resulting in more accurate and realistic schedules. This update reduces unnecessary travel and improves post-break assignments, helping schedulers and field teams plan their day with greater confidenc…" lastmod: "2025-11-05" --- # Optimization enhancements to Activity handling Published November 5, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Optimization now treats Activities without addresses as pauses at the resource’s current location, resulting in more accurate and realistic schedules. This update reduces unnecessary travel and improves post-break assignments, helping schedulers and field teams plan their day with greater confidenc… **Overview:** We’ve refined how the optimizer interprets Activities without addresses to deliver more realistic and efficient scheduling. Previously, user-defined breaks, such as lunch or rest periods, were treated as full unavailability, assuming resources had returned home. This caused route inefficiencies and misaligned availability. **What’s new:** - **Enhanced optimizer logic:** Breaks entered without an address are now treated as temporary pauses at the resource’s current location. - **Improved location assumptions:** The system maintains the resource’s last known position during a break unless specified otherwise. **Value to users:** - **Accurate schedules:** Better alignment between planned and actual field activity. - **Efficient routing:** Optimized post-break assignments to reduce unnecessary travel. - **Improved confidence:** Schedulers and field workers can rely on the system to reflect practical break behavior. --- --- url: "https://www.skedulo.com/release-notes/optimization-extension-date-guardrail/" type: "releaseNote" title: "Optimization extension: Date guardrail" date: "2024-11-25" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Date guardrail extension enables precise job scheduling with defined start and end dates when optimizing schedules." lastmod: "2024-11-25" --- # Optimization extension: Date guardrail Published November 25, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Date guardrail extension enables precise job scheduling with defined start and end dates when optimizing schedules. We’re introducing the** Date guardrail**, a new Optimization extension that provides businesses with the ability to enforce specific date ranges for job scheduling. This extension helps ensure that work is scheduled within defined timeframes, enhancing scheduling accuracy and operational efficiency when optimizing schedules. The Date guardrail is a pre-packaged extension built on Skedulo’s Optimization framework. **Key features** - **Defined date ranges:** Set start and end dates for jobs so that work is scheduled only within the specified timeframe. - **Date-specific visibility:** Prioritise high-priority jobs by enforcing strict date constraints. - **Conflict prevention:** Avoid scheduling overlaps by ensuring jobs are only assigned within the defined date window. **Customer value** - **Clear scheduling boundaries:** Enforce precise timeframes for jobs, reducing ambiguity and ensuring deadlines are met. - **Conflict-free scheduling:** Prevent overlaps and ensure jobs are scheduled within the correct date range. - **Enhanced visibility:** Prioritise time-sensitive tasks and optimise scheduling for critical work. Contact your CSM for more information on how to install this extension. --- --- url: "https://www.skedulo.com/release-notes/optimization-extension-flexible-scheduler/" type: "releaseNote" title: "Optimization extension: Flexible scheduler" date: "2024-11-25" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Flexible scheduler exension enables precise job scheduling with configurable time windows and day-specific rules when optimizing schedules." lastmod: "2024-11-25" --- # Optimization extension: Flexible scheduler Published November 25, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Flexible scheduler exension enables precise job scheduling with configurable time windows and day-specific rules when optimizing schedules. We’re introducing the **Flexible scheduler**, a new Optimization extension that gives businesses enhanced control over job scheduling. Designed for time-sensitive and operationally complex workflows, this extension empowers organizations to configure precise scheduling rules tailored to their unique operational needs. The Flexible scheduler is a pre-packaged solution built on Skedulo’s Optimization framework. **Key features** - **Precise timeframes**: Schedule jobs within specific time windows, such as “before 5 PM” or “between 1 PM and 3 PM”. - **Day-Specific constraints**: Restrict scheduling to particular days, like Thursdays and Fridays. - **Time-sensitive scheduling**: Optimize the allocation of time-critical jobs to align with customer and resource requirements. **Customer value** - **Minimized scheduling errors**: Enforce time-specific rules for reliable scheduling. - **Greater flexibility**: Adapt quickly to customer and operational requirements. - **Improved efficiency**: Deliver timely, accurate outcomes for jobs with strict timing needs. Contact your CSM for more information on how to install this extension. --- --- url: "https://www.skedulo.com/release-notes/optimization-extension-routine-keeper/" type: "releaseNote" title: "Optimization extension: Routine keeper" date: "2024-11-25" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Routine keeper extension ensures that recurring jobs are consistently scheduled on the same day each week, simplifying scheduling and maintaining predictable routines when optimizing schedules." lastmod: "2024-11-25" --- # Optimization extension: Routine keeper Published November 25, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Routine keeper extension ensures that recurring jobs are consistently scheduled on the same day each week, simplifying scheduling and maintaining predictable routines when optimizing schedules. We’re introducing the **Routine keeper**, an Optimization extension designed to simplify the management of recurring job schedules. By ensuring recurring jobs are consistently scheduled on the same day each week, this extension enhances operational predictability while maintaining scheduling efficiency. The Routine keeper is a pre-built solution built on Skedulo’s Optimization framework. **Key features** - **Recurring schedule consistency**: Automatically schedules recurring jobs on their designated day (e.g., every Tuesday), ensuring alignment with operational plans.**​** - **Enhanced optimization**: Integrates seamlessly with Optimization to respect both recurring schedules and other constraints. - **Flexibility without complexity**: Simplifies recurring job management by balancing predictability with efficiency. **Customer value** - **Predictable routines**: Maintain consistency for customers and resources with day-specific recurring schedules. - **Time savings**: Automate recurring scheduling to reduce manual effort. - **Improved efficiency**: Minimize errors and streamline the management of recurring work. Contact your CSM for more information on how to install this extension. --- --- url: "https://www.skedulo.com/release-notes/optimization-recipes-all-or-nothing-scheduling-for-jobs-with-dependencies/" type: "releaseNote" title: "Optimization recipes: all-or-nothing scheduling for Jobs with dependencies" date: "2026-05-19" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new Optimization Recipe configuration lets you schedule Jobs with dependencies as an all-or-nothing group: if any dependent Job cannot be scheduled, none of them are." lastmod: "2026-06-08" --- # Optimization recipes: all-or-nothing scheduling for Jobs with dependencies Published May 19, 2026 · Updated June 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new Optimization Recipe configuration lets you schedule Jobs with dependencies as an all-or-nothing group: if any dependent Job cannot be scheduled, none of them are. **Optimization recipes: all-or-nothing scheduling for Jobs with dependencies** Schedulers can now configure Optimization Recipes to schedule Jobs with dependencies as an all-or-nothing group. When enabled, a Job is only scheduled if every Job it depends on can also be scheduled in the same run; if any dependency cannot be scheduled, none of the linked Jobs will be. **What’s new** - **All-or-nothing toggle in the Recipe:** A new configuration option in Optimization Recipes that controls how dependent Job chains are treated by the solver, with default behavior unchanged for existing Recipes. - **Guaranteed integrity of linked work:** Connected Jobs, such as a preparation Job followed by an installation Job, only commit to the schedule when the full sequence can run, preventing partial chains from being dispatched. --- --- url: "https://www.skedulo.com/release-notes/optimization-recipes-define-behavior-for-jobs-that-are-removed/" type: "releaseNote" title: "Optimization recipes: define behavior for jobs that are removed" date: "2026-01-29" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Optimization recipes now include a Job Removal option that lets you choose what’s cleared when jobs are removed after optimization, job times, resource allocations, or both, without changing how the solver runs." lastmod: "2026-01-29" --- # Optimization recipes: define behavior for jobs that are removed Published January 29, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Optimization recipes now include a Job Removal option that lets you choose what’s cleared when jobs are removed after optimization, job times, resource allocations, or both, without changing how the solver runs. Optimization recipes now let you define how jobs should be managed if they are removed from the schedule during an optimization run. A new **Job Removal** section in the recipe allows you to set this behavior **before running the optimization**. This does not affect how the solver finds a solution; it only controls what happens to jobs that are removed from the schedule. **What’s new** You can choose what should be cleared when a job is descheduled: - **Keep job times, deallocate resources** The job retains its scheduled time, but all resource allocations are removed. - **Keep resource allocation, clear job times** The job keeps its resource allocations, but scheduled times are cleared. - **Clear both job times and resource allocation** Both scheduled times and resource allocations are removed. **Example** A job may be removed from the schedule if keeping it would increase travel time or disrupt a logical route, allowing other jobs to be scheduled more efficiently. This gives teams control over the state of jobs after optimization, helping maintain operational clarity and flexibility. --- --- url: "https://www.skedulo.com/release-notes/optimization-recipes-enforce-full-resource-allocation-for-jobs/" type: "releaseNote" title: "Optimization Recipes: enforce full Resource allocation for Jobs" date: "2026-04-02" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Optimization Recipes now include an option to control whether Jobs that require multiple resources can be partially allocated during an optimization run." lastmod: "2026-04-02" --- # Optimization Recipes: enforce full Resource allocation for Jobs Published April 2, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Optimization Recipes now include an option to control whether Jobs that require multiple resources can be partially allocated during an optimization run. When partial allocations are disabled, the optimizer will only schedule Jobs that can be fully staffed, ensuring every Job in the schedule has all required Resources assigned. **What’s new** - **New Recipe option:** An “Allow partially allocated jobs” toggle is now available in the Recipes UI. It is enabled by default, preserving existing optimization behavior. - **Full allocation enforcement:** When disabled, the optimizer will not schedule a Job unless all required Resources can be assigned. Jobs that cannot be fully staffed are left unscheduled rather than partially allocated. --- --- url: "https://www.skedulo.com/release-notes/optimization-recipes-keep-allocated-resources-on-jobs/" type: "releaseNote" title: "Optimization recipes: keep allocated Resources on Jobs" date: "2026-10-08" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "A new Recipe setting keeps Resources already allocated to a Job in place during optimization, so optimization only fills the remaining allocations." lastmod: "2026-10-08" --- # Optimization recipes: keep allocated Resources on Jobs Published October 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce A new Recipe setting keeps Resources already allocated to a Job in place during optimization, so optimization only fills the remaining allocations. Optimization Recipes now include a **Retain allocated resources** setting. When it's on, Resources already allocated to a Job stay on that Job during an optimization run, and optimization fills only the remaining allocations. This helps teams that allocate key people to a Job up front and then use optimization to staff the rest. For example, if a Job needs five Resources and two are already allocated, optimization keeps those two and finds the other three. **What's new** - **Allocated Resources stay in place:** Optimization won't reassign or remove Resources already allocated to a Job. - **Remaining slots are filled:** For Jobs that need more than one Resource, optimization allocates only the unfilled slots. - **Job times can still change:** Optimization may move a Job's scheduled time to suit both the kept and newly allocated Resources. - **Unavailable Resources block scheduling:** If a kept Resource isn't available, optimization won't schedule the Job. The setting is off by default, so existing Recipes behave as they do today. --- --- url: "https://www.skedulo.com/release-notes/optimization-recipes-reorganized-into-tabs-with-a-better-extension-selector/" type: "releaseNote" title: "Optimization Recipes: reorganized into tabs, with a better extension selector" date: "2026-09-03" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Optimization Recipes settings are now split into three tabs, and the Extensions section has a new ordered selector for building extension chains." lastmod: "2026-09-03" --- # Optimization Recipes: reorganized into tabs, with a better extension selector Published September 3, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Optimization Recipes settings are now split into three tabs, and the Extensions section has a new ordered selector for building extension chains. The Optimization Recipes settings page has been reorganized to make it easier to configure recipes and manage extensions. **What's new** - **Recipes are now split into tabs:** Optimization Recipes used to be one long scrolling page. It's now split into three tabs; Objectives (Details, Objectives, and the Spider diagram), Constraints and Rules (Scheduled jobs, Travel time, Snap and padding, Job removal), and Advanced (Extensions), so you can jump straight to the section you need. - **Ordered extension selector:** The Extensions section, now on the Advanced tab, replaces the old multi-select with an ordered selector, making it clear which extensions are applied to a recipe and in what order. No settings or values have changed; this is a reorganization of the existing Optimization Recipes screen. --- --- url: "https://www.skedulo.com/release-notes/optimization-results-filter-resources-by-allocation-status/" type: "releaseNote" title: "Optimization results: filter resources by allocation status" date: "2026-05-19" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Schedulers can now filter the Resource list on the Optimization results page by “All resources”, “With allocations”, or “Without allocations”, making it faster to confirm which Resources received work in a given run." lastmod: "2026-06-08" --- # Optimization results: filter resources by allocation status Published May 19, 2026 · Updated June 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Schedulers can now filter the Resource list on the Optimization results page by “All resources”, “With allocations”, or “Without allocations”, making it faster to confirm which Resources received work in a given run. The optimization results page now includes a filter that lets schedulers narrow the Resource list by allocation status. This makes it faster to confirm which Resources received work in a given run, without scanning the full list. **What’s improved** - **Three filter options:** Choose between _All resources_, _With allocations_ (Resources with at least one in-scope optimized Job assigned in this run), and _Without allocations_ (Resources with zero in-scope optimized Jobs assigned). _All resources_ is selected by default. - **Live counts on each option:** Each filter option shows the number of Resources in that bucket, so schedulers can see at a glance how allocations were distributed across the team. - **Clear empty state:** When the active filter produces no matches, the list shows a “No resources match this filter” message instead of blank space. --- --- url: "https://www.skedulo.com/release-notes/optimization-results-improvement-color-coded-schedule-preview-now-distinguishes-what-has-changed/" type: "releaseNote" title: "Optimization results improvement: color-coded schedule preview now distinguishes what has changed" date: "2026-05-21" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Schedule Preview now separates Jobs that were genuinely rescheduled or reallocated from those that were considered but left unchanged, with a new tooltip detail on every Job card explaining the category and what changed." lastmod: "2026-06-08" --- # Optimization results improvement: color-coded schedule preview now distinguishes what has changed Published May 21, 2026 · Updated June 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Schedule Preview now separates Jobs that were genuinely rescheduled or reallocated from those that were considered but left unchanged, with a new tooltip detail on every Job card explaining the category and what changed. The Schedule Preview now distinguishes Jobs that were part of the optimization run but left unchanged from Jobs that were genuinely rescheduled or reallocated. A new tooltip row on every Job card explains which category the Job falls into, and for Optimized work, what changed. **What’s improved** - **Three-state categorization:** Jobs are now classified as Optimized work (rescheduled and/or reallocated), Unchanged work (part of the run but not moved), or Out of scope work (not part of the run). Optimized Jobs render in green; Unchanged and Out of scope Jobs render in grey. - **Tooltip detail:** A new row beneath the address in each Job-card tooltip shows a lightning bolt icon and category-specific text. Out of scope Jobs read “Not part of optimization run”, Unchanged Jobs read “Part of optimization run but not changed”, and Optimized Jobs show the original date, time, and/or Resource they were changed from. - **Updated legend:** The legend below the preview now shows counts for all three categories. --- --- url: "https://www.skedulo.com/release-notes/optimization-results-improvement-color-coded-schedule-preview-to-distinguish-optimized-and-out-of-scope-work/" type: "releaseNote" title: "Optimization results improvement: color-coded schedule preview to distinguish optimized and out-of-scope work" date: "2026-04-27" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Schedule Preview on the Optimization results page now color-codes optimized work, out-of-scope work, and Activities, with a legend showing the volume of each." lastmod: "2026-06-08" --- # Optimization results improvement: color-coded schedule preview to distinguish optimized and out-of-scope work Published April 27, 2026 · Updated June 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Schedule Preview on the Optimization results page now color-codes optimized work, out-of-scope work, and Activities, with a legend showing the volume of each. The Schedule Preview shown after an optimisation run now colour-codes Jobs and Activities to make the result easier to interpret. Schedulers can immediately see what the optimizer changed versus what it worked around, along with the volume of each category. **What’s improved** - **Optimized work:** Jobs you selected for the run that the optimizer scheduled are shown in one color, so the impact of the run is clear at a glance. - **Out-of-scope work:** Jobs already scheduled in the same time window, which the optimizer took into account but did not optimize, are shown in a distinct color so it’s clear they were respected, not changed. - **Activities:** Activities in the preview window are color-coded alongside Jobs, giving a complete picture of what the optimizer saw. - **Legend with volume counts:** A legend at the bottom of the preview also shows the count, so you can quickly gauge the scale of the run. --- --- url: "https://www.skedulo.com/release-notes/optimization-results-improvements/" type: "releaseNote" title: "Optimization Results Improvements" date: "2026-06-11" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The optimization results page now gives schedulers more context when reviewing a suggested schedule, across both the Schedule Preview and the Routes tab." lastmod: "2026-06-11" --- # Optimization Results Improvements Published June 11, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The optimization results page now gives schedulers more context when reviewing a suggested schedule, across both the Schedule Preview and the Routes tab. **What’s improved** - **Time constraints in the Job tooltip:** Hovering a Job in the Schedule Preview now shows its time constraints alongside the scheduled time, such as “Must start by Thurs 11 Jun 26 at 1:00pm and end anytime”. Jobs with multiple constraints show one row per constraint. - **Job ID links to the Job record:** The Job ID in the Schedule Preview tooltip is now a hyperlink that opens the Job details page in a new tab. - **Sequential stop numbers on route maps:** Every Job marker on the Routes tab map now displays its visit order for that Resource’s day (1, 2, 3, and so on). Previously only the first stop was numbered. - **Padlock on locked Jobs:** Jobs the optimizer cannot move now display a padlock icon in the schedule preview. Hovering the padlock shows whether the Job was manually locked by a user or locked by the system, for example, as part of a custom extension. **Fixed: slow map loading on the route page** The route page map was slow to load and render, and in some cases displayed stale travel times from a previous calculation. The map now loads promptly and travel times reflect the most recent calculation. **Fixed: Routes search slow to filter and map not following the match** Typing in the search input on the Routes results page was slow to filter the Resource list, and the map only panned to the matched Resource after clicking away. The list now filters as you type and the map snaps to the matching Resource immediately. --- --- url: "https://www.skedulo.com/release-notes/optimization-results-now-show-requested-jobs-by-default/" type: "releaseNote" title: "Optimization results now show requested Jobs by default" date: "2026-04-02" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Optimization run results now display only the Jobs submitted for that run, rather than all Jobs scheduled within that time window." lastmod: "2026-04-02" --- # Optimization results now show requested Jobs by default Published April 2, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Optimization run results now display only the Jobs submitted for that run, rather than all Jobs scheduled within that time window. This makes result summaries, like “80 of 80 jobs scheduled” accurate and meaningful, reflecting exactly the work you asked the optimizer to handle. Previously, results included all Jobs scheduled within that time window, not just the ones you submitted, causing counts to appear inflated and making it difficult to evaluate optimizer performance on the specific work requested. **What’s changed** - **Cleaner result counts:** The results page reflects only your submitted Jobs, so the numbers you see map directly to the optimization run you triggered. - **Opt-out available:** Organizations that prefer the previous behavior can enable “Show all scope jobs and resources in optimization results” under Beta Features. --- --- url: "https://www.skedulo.com/release-notes/optimization-results-now-support-name-and-avatar-deep-linking/" type: "releaseNote" title: "Optimization results now support name and avatar deep linking" date: "2024-04-02" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "When viewing the results of an optimization run, all resource names and avatars can now be clicked, taking the user to the resource’s schedule view." lastmod: "2024-04-02" --- # Optimization results now support name and avatar deep linking Published April 2, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform When viewing the results of an optimization run, all resource names and avatars can now be clicked, taking the user to the resource’s schedule view. When viewing the results of an optimization run, you can now click on a resource’s name or avatar to be taken to their own schedule tab. - • Schedule preview tab (Name can now be clicked) - • Routes tab (Name can now be clicked) - • Details tab (Avatar can now be clicked) To learn more about optimization results, please head to our documentation here. --- --- url: "https://www.skedulo.com/release-notes/optimization-support-for-the-teams-and-crews-extension/" type: "releaseNote" title: "Optimization support for the Teams and Crews extension" date: "2024-12-06" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "You can now optimize schedules with groups of resources as part of the enhanced Teams and Crews product extension." lastmod: "2024-12-06" --- # Optimization support for the Teams and Crews extension Published December 6, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform You can now optimize schedules with groups of resources as part of the enhanced Teams and Crews product extension. The **Teams and Crews product extension** just got better! You can now **optimize schedules** directly with teams and crews, expanding the functionality of this capability. This update ensures that groups of resources are automatically assigned to tasks with precision; streamlining the scheduling process and reducing manual adjustments. This enhancement builds on the existing extension, delivering even greater flexibility for tasks requiring collaborative work. For more information, head to our documentation [here](https://docs.skedulo.com/user-guides/skedulo-extensions/teams-and-crews/optimize-teams-and-crews/).​ _**Note:** This feature is in beta – reach out to your Skedulo customer service representative for more details._ --- --- url: "https://www.skedulo.com/release-notes/overnight-job-indication/" type: "releaseNote" title: "Overnight job indication" date: "2024-04-26" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new moon icon to indicate that a job spans multiple days" lastmod: "2024-04-26" --- # Overnight job indication Published April 26, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new moon icon to indicate that a job spans multiple days Mobile users are now able to quickly know if jobs span multiple days with the new moon _ overnight _ icon in Agenda’s Job cards as well as in Job details.​ --- --- url: "https://www.skedulo.com/release-notes/page-builder-improved-layouts-and-create-flows/" type: "releaseNote" title: "Page builder: Improved layouts and create flows" date: "2025-11-21" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Gain more control over your designs in the Page Builder. We’ve made it easier to arrange components with the Layout Container, and upgraded the Create Field Layout component to support new ‘After Submit’ actions and default field value templates." lastmod: "2025-11-21" --- # Page builder: Improved layouts and create flows Published November 21, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Gain more control over your designs in the Page Builder. We’ve made it easier to arrange components with the Layout Container, and upgraded the Create Field Layout component to support new ‘After Submit’ actions and default field value templates. **Page builder open beta** The Page builder feature is currently in “open beta” to learn more please refer to the [documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/page-builder/open-beta/learn/). We’ve been listening to feedback from our beta users, and have several improvements to announce. **Layout container component** The layout container component can be used to build more sophisticated page layouts, where you want to control the flow, alignment, and spacing of nested components. **Create field layout – After submit actions** The create field layout component has been updated to allow you to choose what happens after the record has been created. The “After submit” has new options: - Navigate to new record - Navigate to list - Refresh current page **Create field layout – Templates in default field values** You can now use templates that reference page context, such as other fields, within the “Default value” property of a field in the Create field layout component. A good example that illustrates how to use this is the creation of a Contact from an Account record that the contact belongs to. If you configure a “Modal launcher” component to show the create field layout for the contact, you can now configure the Account field to default to the ID of the Account the user is looking at. **Documentation** To help explain how to use these new features, we’ve added two new pages to our documentation: - [Advanced component layouts](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/page-builder/advanced-component-layouts/) - [Creating records with modal popups](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/page-builder/creating-records-with-modals/) --- --- url: "https://www.skedulo.com/release-notes/page-builder-open-beta/" type: "releaseNote" title: "Page builder open beta" date: "2025-10-31" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Page builder is a new tool that enables Skedulo Administrators to customize the user interface in key areas of the Skedulo Web App. During the open beta period, Administrators are encouraged to enable page builder in their environments and share feedback with us." lastmod: "2025-10-31" --- # Page builder open beta Published October 31, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Page builder is a new tool that enables Skedulo Administrators to customize the user interface in key areas of the Skedulo Web App. During the open beta period, Administrators are encouraged to enable page builder in their environments and share feedback with us. We’re proud to announce the open beta of our new feature, Page Builder! **What is page builder?** Page builder is a new feature that allows administrators to customize the web application user interface, without the need for code, markup or developers! Page builder supports any standard or custom object, allowing you to customise: - Lists of records - Record detail pages - Create record pages With page builder you can: - Customize page headers - Add/Remove tabs - Modify field layouts on record detail and record create pages - Change field labels and visibility​ - Configure related lists of records - Control visibility of sections of a page - And much more! **What is an ‘open beta’?** An open beta is a period where we make a new feature available to all customers who’d like to try it early and share feedback before its general release. During this phase, you can explore Page Builder in your own environment, experiment with layouts and configurations, and let us know what works best for you. Because it’s still in beta, some aspects of the experience may evolve based on your feedback — that’s the goal. This approach helps us refine Page Builder faster and ensures that when it’s fully released, it delivers the functionality and stability you expect. **Try page builder in your environment!** We hope you’re as excited about page builder as we are, and want to try it for yourself. We’d recommend trying it out in a development, or test environment first. Enabling the page builder beta is as simple ticking checkbox in our web app settings page. For the details, please take a look at the documentation: - ​[Learn about the page builder open beta](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/page-builder/open-beta/learn/)​ - ​[Page builder open beta FAQ](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/page-builder/open-beta/faq/)​ --- --- url: "https://www.skedulo.com/release-notes/picklist-and-multi-picklist-field-names-have-been-limited-to-17-characters/" type: "releaseNote" title: "Picklist and multi-picklist field names have been limited to 17 characters" date: "2024-07-10" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "The maximum length of names for picklist and multi-picklist fields has been restricted to 17 characters. Due to how the underlying database stores picklist options (vocabularies), we noted inconsistent behaviour around the creation of picklist fields, pertaining to the uniqueness and length of the…" lastmod: "2024-07-10" --- # Picklist and multi-picklist field names have been limited to 17 characters Published July 10, 2024 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform The maximum length of names for picklist and multi-picklist fields has been restricted to 17 characters. Due to how the underlying database stores picklist options (vocabularies), we noted inconsistent behaviour around the creation of picklist fields, pertaining to the uniqueness and length of the… Prior to this release, the platform allowed field names for picklist and multi-picklist to be 61 characters. We had received reports of inconsistent errors when creating fields with long names for these types of fields. Given the way the platform converts these fields into data structures for both storing the value and also for storing the available options (vocabularies), and constraints of the underlying database, the system was truncating the field names to the first 17 characters. If you attempted to create a picklist or multi-picklist field where the first 17 characters were not unique, a generic error was returned. To better reflect this constraint, we have enforced the maximum field length for all new picklist and multi-picklist fields to be 17 characters when creating fields in the web app **Settings > Objects and Fields** UIs. **Impact to existing picklist and multi-picklist fields** An information icon is shown in the field list, or the field editor, if an existing custom picklist or multi-picklist field has a name longer than 17 characters. Fields with names longer than this will continue to work as expected. You can modify other properties of these fields, as long as you do not change the name. If you attempt to change the name of the field you will be forced to comply with the new length constraint. **Constraint not enforced via API** This new constraint is currently only enforced in the web app Settings UI, changes via the API are not impacted, and will still return errors if the original issue is encountered. --- --- url: "https://www.skedulo.com/release-notes/prioritize-top-performers-with-optimization/" type: "releaseNote" title: "Prioritize top performers with Optimization" date: "2025-07-15" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Rate resources and guide optimization to favor top performers while still considering factors like travel and efficiency." lastmod: "2025-07-15" --- # Prioritize top performers with Optimization Published July 15, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Rate resources and guide optimization to favor top performers while still considering factors like travel and efficiency. Rate resources and guide optimization to support top performers, while also still considering factors like travel and efficiency. **What’s new:** - Add a 1–100 rating to each resource (100 = highest) on their “Details” page - Use ratings as a soft constraint through Optimization Recipes - Skedulo will favor higher-rated resources while still considering travel and route efficiency This update helps make better choices in job allocation. It balances service quality and operational needs. To enable this feature, please head to Settings > Beta features > **Enable resource rating**.  As this is currently in beta, we welcome any feedback! --- --- url: "https://www.skedulo.com/release-notes/pulse-swimlane-and-worklist-improvements/" type: "releaseNote" title: "Pulse swimlane and worklist improvements" date: "2025-03-25" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "We have released a number of quality-of-life updates aimed at improving the experience of scheduling work." lastmod: "2025-03-25" --- # Pulse swimlane and worklist improvements Published March 25, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform We have released a number of quality-of-life updates aimed at improving the experience of scheduling work. The number of actions that show in the toolbar when interacting with work has been expanded to five on the work list and when using multi-select on the swimlane. Previously only three actions were displayed, which meant commonly-used actions were hidden away in a drop-down and adding unnecessary clicks for schedulers. The tags tooltip for resources in the swimlane has been reworked to be larger, so that all tags are now visible. This allows schedulers to see who would be the right fit for a job without leaving the swimlane. In situations where resources have a large number of tags, the tooltip becomes scrollable. Lastly, a new header has been added to the resource context panel. It shows the resource’s name, their primary region, category, and avatar. This adds even more useful information about the resource to the swimlane. --- --- url: "https://www.skedulo.com/release-notes/rap-region-restrictions-for-optimization-runs/" type: "releaseNote" title: "RAP Region Restrictions for Optimization Runs" date: "2025-10-20" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "RAP region restrictions have been added to the optimization history list so users only see optimization runs for regions they have access to. This applies to new runs only; existing runs remain unchanged." lastmod: "2025-11-20" --- # RAP Region Restrictions for Optimization Runs Published October 20, 2025 · Updated November 20, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform RAP region restrictions have been added to the optimization history list so users only see optimization runs for regions they have access to. This applies to new runs only; existing runs remain unchanged. **Overview** We’ve introduced **RAP region restrictions** to the Optimization history list to ensure users only see Optimization runs relevant to their permitted regions. Each new Optimization run will now include region metadata, and visibility in the list will be filtered by the regions accessible to the user. **Details** - New Optimization runs will automatically include associated region metadata. - The Optimization history list now filters results to display only the runs linked to regions visible to the user. - The primary region of a run defines its visibility; if a run includes secondary region resources, users must also have access to those regions to view its results. - These restrictions apply to **new runs only**;** **existing runs are unaffected, --- --- url: "https://www.skedulo.com/release-notes/recurring-activities-extension-beta-release/" type: "releaseNote" title: "Recurring activities extension Beta release" date: "2025-02-11" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Schedulers can now save huge amounts of time when creating activities that repeat using the new Recurring activities product extension that is now available in Beta." lastmod: "2025-02-11" --- # Recurring activities extension Beta release Published February 11, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Schedulers can now save huge amounts of time when creating activities that repeat using the new Recurring activities product extension that is now available in Beta. The recurring activities functionality comes as part of a new extension that improves the overall activities management experience. It includes: - **Activity creation and edit page:** Similar to the existing activity creation page, but has some additional functionality: - Timezone support: Schedulers can change the timezone of the activity to any of the predefined regions set up in their account. - Recurring activities: This feature allows schedulers to bulk-create activities that repeat. Without this extension, each recurring activity had to be created individually. This feature drastically speeds up this process and removes the risk of mistakes being made. - **All activities list:** Displays all activities (recurring and one-off) and includes filtering, sorting, and column customization. It also lets schedulers save filtered views, allowing them to tailor the view to suit the job at hand. - **Recurring activities list:** Lists all of the parent recurring activities that have been created. - **Recurring activities management page: **Allows schedulers to edit or delete individual recurring activity records. This experience provides significant improvements to the standard experience, even for customers who don’t need the recurring activities functionality. --- --- url: "https://www.skedulo.com/release-notes/recurring-availability-management-in-skedulo-plus/" type: "releaseNote" title: "Recurring Availability Management in Skedulo Plus" date: "2024-05-02" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users are now able to create their own weekly recurring availability patterns to let their organization know when they are available for work." lastmod: "2024-05-02" --- # Recurring Availability Management in Skedulo Plus Published May 2, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users are now able to create their own weekly recurring availability patterns to let their organization know when they are available for work. We have added a new setting in the Skedulo Web app under ** Settings > Mobile app configuration > Mobile Settings > Availability: Allow resources to create their own recurring availabilities. ** This setting is disabled by default. To enable this feature in Skedulo Plus app, several conditions need to be met: - The org is using Availability Pattern, this is enabled by turning on the useAvailabilityPatterns feature flag. - Users have the permission to ** View and modify availability ** in their given Skedulo role. E.g., to enable this permission for the Resource role, go to settings/user-roles, then under Availability section in Resource Role, check the ** View and modify availability ** box. - For Salesforce orgs specifically: users will need permission to view/edit/delete these following objects: **Availability Pattern** and **Availability Pattern Resource **. - The web app setting ** Allow resources to create their own recurring availabilities ** under ** Settings > Mobile app configuration > Mobile Settings > Availability ** is enabled. When this feature is enabled, in the Skedulo Plus app, mobile users will see a new Manage tab where they can view availability patterns assigned to them and can create their own weekly recurring patterns. Users can only edit and delete their own weekly recurring patterns. Patterns created by others and assigned to users are view-only and indicated with lock icons. For more details, visit our [release notes](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-v3-4-0-04-26-2024) and [Skedulo documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-availability/)​ --- --- url: "https://www.skedulo.com/release-notes/recurring-schedules-ui-ux-improvements/" type: "releaseNote" title: "Recurring schedules UI/UX improvements" date: "2024-08-01" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Several UI/UX improvements have been made to the Recurring schedules feature to reduce the time it takes schedulers to manage recurring work." lastmod: "2024-08-01" --- # Recurring schedules UI/UX improvements Published August 1, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Several UI/UX improvements have been made to the Recurring schedules feature to reduce the time it takes schedulers to manage recurring work. Improvements have been made to the Recurring schedule record screen and include the following: **New header** A new header has been implemented and shows the following information about the recurring schedule: - Name - Description - Date of the first job in the schedule - Date of the last job in the schedule - Counts of all jobs in the schedule including total, scheduled, completed, and canceled jobs **Ability to extend schedule** A new action button labeled “Extend” has been added to the header of the Recurring schedule screen. Clicking on this button opens a modal that lets the user easily extend the current schedule by either selecting: - The number of additional occurrences to extend the schedule by; or - The date to which the schedule must be extended. This action adds new jobs to the schedule based on the last scheduled job in the schedule. _Note: You can have a maximum of only **365** recurring jobs at any given time within a schedule._ **Work tab** The Work tab lists all the jobs that are part of the current recurring schedule. This work list has been improved to, by default, only show scheduled jobs within the schedule that are not yet completed or canceled. In addition, a new filter is now available on the work list, which lets you easily filter the list to show either all, scheduled, completed, or canceled work. You can now also edit the overall recurrence of the schedule more easily by clicking on the three-dot menu on any job and selecting “Edit Recurrence”. This opens the “Edit Recurring Pattern” modal, which lets you edit the pattern of the schedule and bases the new schedule off the job you selected. **Details tab** The Details tab now shows all of the information of the schedule and the specific job it is based on in a more intuitive and user-friendly layout. Additionally, the Description field for the recurring schedule can now be edited from the Details tab by simply clicking on the field, changing the value, and then clicking the Save button. **Calendar tab** The Calendar shows the same information as before. The only addition here is that you can now click on any job listed on the calendar to easily navigate to the Details screen of that job. --- --- url: "https://www.skedulo.com/release-notes/repeating-patterns-of-unavailability/" type: "releaseNote" title: "Repeating patterns of unavailability" date: "2024-07-12" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Repeating patterns of unavailability can now be defined for resources, giving greater control when capturing regular working hours" lastmod: "2024-07-12" --- # Repeating patterns of unavailability Published July 12, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Repeating patterns of unavailability can now be defined for resources, giving greater control when capturing regular working hours We’ve introduced the ability to capture repeating periods of resource unavailability. This update further enhances the flexibility and robustness of Skedulo’s availability management capabilities. Unavailability patterns have the flexibility to operate in one of the following ways: - Layered over availability patterns, which easily handles scenarios where a default availability pattern has been defined across the workforce (such as 24/7 availability). An unavailability pattern can then be created for an individual resource to capture their unique times of unavailability that need to be respected. - Standing alone and operating as the inverse of availability patterns, capturing unavailability periods and considering all other times as available. --- --- url: "https://www.skedulo.com/release-notes/resend-declined-or-canceled-job-offers/" type: "releaseNote" title: "Resend declined or canceled job offers" date: "2024-12-16" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Schedulers now have the flexibility to make changes to a job and send new offers to resources that have declined an offer or for offers that schedulers have canceled." lastmod: "2024-12-16" --- # Resend declined or canceled job offers Published December 16, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Schedulers now have the flexibility to make changes to a job and send new offers to resources that have declined an offer or for offers that schedulers have canceled. Previously, it was not possible to resend an offer to a resource who declined it, or that a scheduler had canceled. This meant that if changes were made to a job that meant that the job could not be offered to all resources again, schedulers were unable to re-offer the job to those that had declined it or when the offer had been canceled. In this situation, schedulers would have to do extra work to contact and organise resources before they could be allocated. Schedulers now have the option to cancel the entire list of job offers, opening up all resources to be sent a fresh offer. This feature gives schedulers the flexibility to adjust offers as they need. --- --- url: "https://www.skedulo.com/release-notes/resizable-work-list-in-the-pulse-swimlane/" type: "releaseNote" title: "Resizable Work List in the Pulse Swimlane" date: "2024-10-03" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The height of the Work List in the Pulse Scheduling Experience swimlane is now adjustable." lastmod: "2024-10-03" --- # Resizable Work List in the Pulse Swimlane Published October 3, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The height of the Work List in the Pulse Scheduling Experience swimlane is now adjustable. Schedulers using the Pulse Scheduling Experience swimlane can simply resize the Work list to any height for a more personalised and convenient experience. To resize the window: - Hover the mouse curser over the grey bar at the top of the Work list until an arrow curser appears. - Click and drag the cursor to move the window up or down to your desired height. That’s it! The new height will be saved, so if you hide and show the Work list, or even leave the swimlane and come back, then your Work list will look exactly as you left it. --- --- url: "https://www.skedulo.com/release-notes/resource-route-map-in-the-pulse-swimlane/" type: "releaseNote" title: "Resource route map in the Pulse Swimlane" date: "2026-04-22" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Schedulers and Dispatchers can now view a resource’s daily route directly from the Pulse Swimlane without leaving the scheduling interface. A new map icon on each resource row opens a map modal showing all of that resource’s jobs for the active date plotted, sequenced, and connected, so geographic…" lastmod: "2026-06-08" --- # Resource route map in the Pulse Swimlane Published April 22, 2026 · Updated June 8, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Schedulers and Dispatchers can now view a resource’s daily route directly from the Pulse Swimlane without leaving the scheduling interface. A new map icon on each resource row opens a map modal showing all of that resource’s jobs for the active date plotted, sequenced, and connected, so geographic… **What’s new** - **Sequenced route map per resource:** Jobs are displayed as numbered, colour-coded pins in scheduled order, with route lines drawn between them. Pin colours match the existing Swimlane job status colour scheme; where available, the resource’s home or depot is shown as a distinguishable starting pin. - **Job details on demand:** Clicking any pin surfaces a tooltip with the job name, start time, address, status, and a direct link to the job record. - **Always in sync:** The map updates in real time as jobs are added, moved, or removed, and follows date changes in the Swimlane automatically. ![Image of a map view in modal showing a job information card](https://www.skedulo.com/images/lift/release-notes/1776836928202-public-release-notes-image_swimlane-map-1--10c5bf75.png) --- --- url: "https://www.skedulo.com/release-notes/schedule-preview-resource-accordion-now-shows-home-address-and-tags/" type: "releaseNote" title: "Schedule preview: resource accordion now shows home address and tags" date: "2026-07-29" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Resource rows on the optimization results Gantt now expand into an accordion showing home address and tags. Schedulers can verify optimizer-assigned Resources without leaving the results page." lastmod: "2026-07-29" --- # Schedule preview: resource accordion now shows home address and tags Published July 29, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Resource rows on the optimization results Gantt now expand into an accordion showing home address and tags. Schedulers can verify optimizer-assigned Resources without leaving the results page. Each Resource row in the optimisation results now has a chevron that expands the row into a full-width strip, showing the Resource's tags and home address. Schedulers can verify optimizer-assigned Resources without leaving the results page. **What's improved** - **Expandable Resource rows:** A chevron on each row expands it into a strip spanning the full row width. - **Tags and home address:** Both display together as a row of chips. - **Graceful fallback:** The expanded strip renders cleanly when a Resource has no tags or home address on file. --- --- url: "https://www.skedulo.com/release-notes/scheduled-optimization-now-supports-a-365-day-window/" type: "releaseNote" title: "Scheduled optimization now supports a 365-day window" date: "2025-07-03" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Scheduled optimization now supports a 365-day window, up from 14 days." lastmod: "2025-07-03" --- # Scheduled optimization now supports a 365-day window Published July 3, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Scheduled optimization now supports a 365-day window, up from 14 days. Schedulers can now optimize jobs further into the future with the extended schedule window. **What’s New:** - Increased the schedule window for **scheduled optimization runs** from **14 days to 365 days**. - Enables scheduling and optimizing jobs **up to one year in advance**, offering more flexibility and foresight in planning. This update is available for all customers using Optimization. --- --- url: "https://www.skedulo.com/release-notes/simple-image-annotation-in-skedulo-plus/" type: "releaseNote" title: "Simple image annotation in Skedulo Plus" date: "2024-11-05" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Users can now add several basic annotations to their image attachments before uploading them in Skedulo Plus." lastmod: "2024-11-05" --- # Simple image annotation in Skedulo Plus Published November 5, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Users can now add several basic annotations to their image attachments before uploading them in Skedulo Plus. ​Users can add several basic annotations to their image attachments, such as adding text and drawings, before uploading them to jobs. This can be done when users upload a photo via the camera or upload a single image from their local storage. The feature’s UI details differ between iOS and Android, as they leverage different native libraries. However, the functionality is the same: adding text, drawing with customizable colors, and undo/redo. Note: This feature is not available for images that are already attached to a job from the mobile or web app. For more information, please refer to our [support documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/add-attachments/). ​ --- --- url: "https://www.skedulo.com/release-notes/skedulo-aged-care-and-disability-v1-80/" type: "releaseNote" title: "Aged Care and Disability v1.80 is now available" version: "v1.80" date: "2024-07-21" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Aged Care and Disability v1.80 adds region base templates and roster replication, plus optional auto-submission and auto-approval of resource timesheets." lastmod: "2025-08-06" --- # Aged Care and Disability v1.80 is now available Published July 21, 2024 · Updated August 6, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Aged Care and Disability v1.80 adds region base templates and roster replication, plus optional auto-submission and auto-approval of resource timesheets. **Announcement of Release Cycle Change** We are excited to announce an important change to our product release cycle, aimed at improving our delivery process and to better align with your needs. **New Release Cycle Structure:** Effective after this July release—the last of our current monthly releases—we will transition to a quarterly release cycle. The new structure is as follows: - Quarterly Major Releases: At the end of each quarter, we will roll out a major release. This will include significant updates, new features, and comprehensive improvements. Release notes and video demos (where applicable) will be available as part of this process. - Monthly Minor Releases: While our primary focus will be on the quarterly major releases, we will continue to support monthly minor releases. These will be available on a per-request basis and will address urgent specific customer requests or critical issue fixes. **Scope of Change:** This change will affect all our Australian Healthcare Salesforce managed packages, including Aged Care and Disability, Healthcare Lumary, and Award Interpretation packages such as Easy Employer, 2Cloud9, and Employment Hero (formerly KeyPay). **Why the Change?** - Quality and Stability: By focusing on quarterly major releases, we can dedicate more time to testing and refining each update, ensuring higher quality and greater stability for our products. - Innovative Features: This new cycle allows us to develop and introduce more innovative features and enhancements that add significant value to your business operations. - Increased Time for Upgrade and Testing: We understand that some customers have struggled to keep up with monthly releases due to availability of dedicated testing resources and change management implications. Transitioning to a quarterly release schedule will provide additional time to effectively upgrade and manage updates. If you have any questions, please reach out to our Customer Success team. **Verify Email Addresses to Meet the Email Verification Requirement** To complete enforcement of the email verification requirement introduced in the Spring ’22 major release, Salesforce now requires all users in all orgs and Experience Cloud sites to verify their email address. If a user sends an email from an unverified email address, Salesforce rejects this email message and doesn’t complete the send. Unverified email addresses can’t be used for sends until the user verifies their email address or resets their password. To avoid disruptions, ensure that all user email addresses are verified. Read more from [Salesforce Summer ’24 Release Notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_email_verification.htm&release=250&type=5). **What’s New** **Region Base Template and Roster Replication** **Regional base template** When viewing work in the Scheduling Console and filtering it by Region, schedulers now have the ability to create base templates for regions enabling replication of future rosters. [[Image 1](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-1.png)] Jobs that are in Pending Dispatched status, and Shifts that are not published (Is Draft = true), associated with the Region will be linked to the newly created template. Activities by design are not tied to regions, hence will not be linked to the region base templates. Validations: - A region base template cannot be created at overlapping times with existing ones that are for the same region or an associated location that has the same region. This is to retain the 1:1 relationship of any specific jobs or shifts to a base template, reducing the risk of replicating the same jobs or shifts. [[Image 2](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-2.png)] - A base template cannot be created when it has the same name as the existing one. [[Image 3](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-3.png)] [How to create a Region Base Template ? – Watch Video](https://www.loom.com/share/f6b9eddbe2f54ca194649435cd2fbb74) Base templates can be deleted in case they were mistakenly created following below steps: - Go to Base Templates - Find the Delete option on the record - Delete the record. This will automatically detach all the linked events from the base template. - The events (Jobs and Shifts) will still exist but will no longer be part of the Base Template. The jobs will need to be deleted individually if they are no longer required. [[Image 4](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-4.png)] To access an existing regional base template, find and select the template from the picklist. [[Image 5](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-5.png), [Image 6](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-6.png)] While inside a base template, creating any new events such as jobs or shifts with the matching region will automatically attach the events to the base template. A region base template can be validated or replicated with the experience similar to the location base template. Jobs, Shifts that are linked to the base template within the template period are the records that will be validated/replicated. Activities again by design are not tied to regions, hence will not be linked to the region base templates and not an option for these processes. [[Image 7](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-7.png)] [How to replicate a Region Base Template ? – Watch Video](https://www.loom.com/share/ff59510eab744255b5f5f7c72f31a628) **Replicating and validating a region roster** Instead of replicating the events from a region base template, schedulers can directly replicate those events that are on the current viewing roster. The experience is very similar to replicating or validating events of a region base template. Select Replicate Schedule option as below. [[Image 8](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-8.png), [Image 9](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-9.png)] **Publishing a region roster** After the Jobs and Shifts are replicated into the new roster period, schedulers can now publish those events to the resources. [[Image 10](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-10.png), [Image 11](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-11.png)] Publishing a roster results in: - The work between and including the new roster period dates will be published to the allocated resources, specifically: - The Jobs with Pending Dispatch status will be updated to Dispatched. - The Shifts that are marked as “Is Draft” will have this indicator removed. - A single notification will be sent to each resource with at least one allocated work item within and including the new roster period dates. [[Image 12](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-12.png)] - An email notification with details of the publication will be sent to Salesforce users registered with the nominated public work group. [[Image 13](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-13.png)] **Printing a region roster** Schedulers can print a region weekly roster. [[Image 14](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-14.png)] Jobs and Shifts that are associated with the region will be printed. [[Image 15](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-15.png)] **Feature flag** This set of region base templates and roster replication features is controlled under a setting: - Go to Setup - Find and open Custom Metadata Types - Manage records of HC_Console_Settings - Find and edit setting Region_BaseTemplate_and_Replication - Update value to True (show the buttons), False (hide the buttons). False is the default value. **Resource Calendar – Populating Scheduled Dates and Times when Completing Jobs** When completing a job from the Resource Calendar, the actual date and time fields are now pre-populated with scheduled dates and times. Schedulers can still make changes to the values before confirming complete. [[Image 16](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-16.png)] **Job Creation and Edit – Flexibility in hiding Buttons and Sections** Introducing a new setting group to flexibly hide buttons and/or sections on job creation and job edit modals: - Go to Setup - Find and open Custom Metadata Types - Manage records of HC_Job_Scheduling_Settings - Find and edit setting group Setting_Visibility_Sections - Update value in each individual setting as below: - hide_section_service: True (hide the Service section), False (show the Service section). Default is False. - hide_button_add_service: True (hide the Add Service button), False (show the Add Service button). Default is False. - hide_button_edit_service: True (hide the Edit Service button), False (show the Edit Service button). Default is False. - hide_button_cancel_service: True (hide the Cancel Service button), False (show the Cancel Service button). Default is False. - hide_button_delete_service: True (hide the Delete Service button), False (show the Delete Service button). Default is False. - “apply_to_all_modal”:{“hide_section_service”: True (hide the Service section on Apply to All modal), False (show the Service section on Apply to All modal). Default is False. The settings can be managed separately for Single Booking or Group Event jobs. [[Image 17](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-17.png), [Image 18](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-18.png)] What if the business does not need to hide any buttons or sections? All settings above can be set to False to keep the current state as is. All default values are also set to False. **Auto Submission and Auto Approval of Resource Timesheets** **Auto submission** A daily batch can be set up to auto submit timesheets for resources. When the batch is run on the timesheet period’s end date: - For the resources who have timesheets created for that period and status is in “Draft”, it will update the status to “Pending Approval”. - For the resources who yet have timesheets created for that period, it will create timesheets and set the status to “Pending Approval”. When the batch is run on any days other than the timesheet period’s end date, it will not submit or create any timesheets. **How to set up?** Two new settings have been added: - Go to Setup - Find and open Custom Metadata Types - Manage records of HC_Console_Settings - Find below settings: - Auto_Submit_Timesheet_Cron_Expression: edit the value of this setting to define the daily time the batch will run. - Auto_Submit_Timesheet_Process: edit the value of this setting to globally activate or deactivate the batch run. True (to activate), False (to deactivate). After the above settings are configured, a script needs to be executed to initiate the batch: skedGlobalHandler.runAutoTimesheet(); Please contact your Tech Support for assistance on setting this up. **Updating the batch time** In case the batch time is updated, the script needs to be run again: - Update Auto_Submit_Timesheet_Cron_Expression to match the new batch time. - Remove the current batch job that is already in place from the last execution of the script. [[Image 19](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-19.png)] - Run the script again. **Debug log** To trace the results or issues during the batch process: - Search and open Debug Log from App Launcher - The related log for auto submission batch is as follows: [[Image 20](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-20.png)] **Auto approval** A daily batch can be set up to auto approve timesheets for resources on behalf of their managers or schedulers. When the batch is run on the timesheet period’s end date: - It will collect and approve all timesheet records with status “Pending Approval” - Timesheet records in status “Pending Approval” but have exceptions on Job Allocation and/or Resource Shift will not be auto approved: - Exceptions are existing checkbox formula fields on Job Allocation and Resource Shift objects. When the batch is run on any days other than the timesheet period’s end date, it will not approve any timesheets. **Email notification** Upon completion of the auto approval batch, an email will be sent out to the email addresses (emails are configurable, please see the “How to set up” section below) summarising the outcomes of the batch run. Any timesheet records that were not approved (have exceptions) will be listed with hyperlink for managers and schedulers to access and rectify. [[Image 21](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-21.png)] **How to set up?** Three new settings have been added: - Go to Setup - Find and open Custom Metadata Types - Manage records of HC_Console_Settings - Find below settings: - Auto_Approve_Timesheet_Cron_Expression: edit the value of this setting to define the daily time the batch will run (this should work best if the time is after the auto submission process). - Auto_Approve_Timesheet_Process: edit the value of this setting to globally activate or deactivate the batch run. True (to activate), False (to deactivate). - Auto_Approve_Exception_Email: edit the value of this setting to define the email addresses to receive email notifications. E.g: “[expertservices@skedulo.com](mailto:expertservices@skedulo.com)“. After the above settings are configured, a script needs to be executed to initiate the batch: skedGlobalHandler.runAutoTimesheet(); Please contact your Tech Support for assistance on setting this up. **Updating the batch time** In case the batch time is updated, the script needs to be run again: - Update Auto_Approve_Timesheet_Cron_Expression to match the new batch time. - Remove the current batch job that is already in place from the last execution of the script. [[Image 22](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-22.png)] - Run the script again. **Debug log** To trace the results or issues during the batch process: - Search and open Debug Log from App Launcher - The related log for auto approval batch is as follows: [[Image 23](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-23.png)] Notes – Dependency on Timesheet Approval Process If your environments have had any approval processes (related to Timesheet) set up (see image), they might be intersecting with this new auto submission and auto approval feature. If any issues occur, use the settings Auto_Submit_Timesheet_Process and Auto_Approve_Timesheet_Process to switch off the batch jobs. [[Image 24](https://www.skedulo.com/wp-content/uploads/2025/06/Skedulo-Aged-Care-and-Disability-v1.80-image-24.png)] **Issues Fixed** - The issue has been fixed whereby when editing the services on group event jobs, the schedulers were either experiencing a frozen screen or the field values that contained character “&” not populating. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000vWmTAAU](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000vWmTAAU) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000vWmTAAU](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000vWmTAAU) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-aged-care-and-disability-v3-1/" type: "releaseNote" title: "Aged Care and Disability v3.1 is now available" version: "v3.1" date: "2025-01-23" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Aged Care and Disability v3.1 carries Additional Fields dates into replicated jobs, lets you add clients to completed group events and fixes Covered Job warnings." lastmod: "2025-08-06" --- # Aged Care and Disability v3.1 is now available Published January 23, 2025 · Updated August 6, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Aged Care and Disability v3.1 carries Additional Fields dates into replicated jobs, lets you add clients to completed group events and fixes Covered Job warnings. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.54+ _No changes to package compatibility since the last release._ **What’s New** **Replication Date Data in Additional Fields** - When replicating jobs into a new period, date data in the Additional Fields section (e.g: sleepover start date) will be automatically and accurately set based on the new job dates. - Example 1: - Base template job: - Job date: **01/01/2025** - Sleepover start date (or any other date additional fields): **01/01/2025** - Replicated job: - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **15/02/2025** - Job date: **01/01/2025** - Sleepover start date (or any other date additional fields): **01/01/2025** - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **15/02/2025** - Example 2: - Base template job: - Job date:** 01/01/2025** - Sleepover start date (or any other date additional fields): **02/01/2025** - Replicated job: - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **16/02/2025** - Job date:** 01/01/2025** - Sleepover start date (or any other date additional fields): **02/01/2025** - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **16/02/2025** - Base template job: - Job date: **01/01/2025** - Sleepover start date (or any other date additional fields): **01/01/2025** - Replicated job: - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **15/02/2025** - Job date: **01/01/2025** - Sleepover start date (or any other date additional fields): **01/01/2025** - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **15/02/2025** - Base template job: - Job date:** 01/01/2025** - Sleepover start date (or any other date additional fields): **02/01/2025** - Replicated job: - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **16/02/2025** - Job date:** 01/01/2025** - Sleepover start date (or any other date additional fields): **02/01/2025** - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **16/02/2025** - The function is implemented when replicating jobs from base templates or from any rosters, and is available when replicating jobs on the Scheduling Console. **How to set up?** - Navigate to _Setup > Custom Metadata Types > HC_Console_Settings > new setting **Job_Replication_Additional_Date_Fields**_**:** - Use this setting to configure one or many additional fields of Job Object with Date or DateTime data type that need to be date-sensitive and follow new job dates when replicating - For example: “SleepOver_Start__c; skedhcp__Scheduled_Break_Start__c” - _**In case this feature is not relevant to your business, set the value of the setting to “;” **to avoid having impact on the Replication process._ **Addition of “+ Add Client” button on Completed/Cancelled Group Event Jobs** - Adding clients into completed or cancelled group event jobs is required prior to progressing into invoicing, in certain circumstances. Hence the button “+Add Client” is now made visible and functional regardless of job statuses. ![Group Event Job View with the + Add Client button highlighted in the Group Event Clients section](https://assets.skedulo.com/assets/2025/06/skedulo-aged-care-and-disability-v3.1-image-1.png) **Issues Fixed** - The issue has been fixed whereby the Covered Job function in the Contract Warning only worked with new jobs and had issues when editing existing jobs. --- --- url: "https://www.skedulo.com/release-notes/skedulo-aged-care-and-disability-v3-2/" type: "releaseNote" title: "Aged Care and Disability v3.2 is now available" version: "v3.2" date: "2025-02-18" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Aged Care and Disability v3.2 supports Salesforce's ICU locale format, fixes upgrade issues from v3.1 and restores the Update Job button on group events." lastmod: "2025-08-06" --- # Aged Care and Disability v3.2 is now available Published February 18, 2025 · Updated August 6, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Aged Care and Disability v3.2 supports Salesforce's ICU locale format, fixes upgrade issues from v3.1 and restores the Update Job button on group events. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **ICU Locale Format Update** This version of the Aged Care and Disability package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. **Compatibility** This package version requires the following mandatory packages in place before installation. - _Skedulo Core Package – 102.54+_ _No changes to package compatibility since the last release._ **Issues Fixed** - The issues related to upgrading the Aged Care and Disability package (version: 3.1) have been fixed. - The issue has been fixed whereby after adding Clients to a cancelled or completed group event job, there was no Update Job button appeared. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xD5LYAU](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xD5LYAU) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xD5LYAU](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xD5LYAU) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-aged-care-and-disability-v4-2/" type: "releaseNote" title: "Aged Care and Disability v4.2 is now available" version: "v4.2" date: "2025-04-02" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Aged Care and Disability v4.2 supports Salesforce's ICU locale format and fixes midnight job start times, cookie-related page access and job replication." lastmod: "2025-08-06" --- # Aged Care and Disability v4.2 is now available Published April 2, 2025 · Updated August 6, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Aged Care and Disability v4.2 supports Salesforce's ICU locale format and fixes midnight job start times, cookie-related page access and job replication. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **ICU Locale Format Update** This version of the Aged Care and Disability package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.54+ _No changes to package compatibility since the last release._ **Issues Fixed** - The issue has been fixed whereby when job start time was selected at 12:00AM, opening the Add Service modal did not auto populate the start and end time, also showing error. - The issue has been fixed whereby some pages cannot be accessed due to [Salesforce’s changes in Cookie Use](https://help.salesforce.com/s/articleView?id=release-notes.rn_general_salesforce_cookie_use_restrictions.htm&release=250&type=5). - The issue has been fixed which caused the job replication process to fail due to some undefined default values in setting Job_Replication_Additional_Date_Fields. - The issue has been fixed whereby when making existing jobs recurring, some jobs were duplicated. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xDdQYAU](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xDdQYAU) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xDdQYAU](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000xDdQYAU) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-aged-care-and-disability-v5-2/" type: "releaseNote" title: "Aged Care and Disability v5.2 is now available" version: "v5.2" date: "2025-07-14" productAreas: ["Aged Care and Disability (ACD)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release streamlines your resource termination process and enables the ability to delete base templates." lastmod: "2025-08-06" --- # Aged Care and Disability v5.2 is now available Published July 14, 2025 · Updated August 6, 2025 **Product areas:** Aged Care and Disability (ACD), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release streamlines your resource termination process and enables the ability to delete base templates. **What’s New** - Resource/Worker termination process - Job allocation – Account and location excluded resources enhancement - ​Deleting base templates **Issues Fixed** - Several issues fixed in Job Creation/Allocation, Scheduling Console and Timesheet Console. --- --- url: "https://www.skedulo.com/release-notes/skedulo-cli-v5-10-cli-studio-logs-and-http-commands/" type: "releaseNote" title: "Skedulo CLI v5.1.2 - CLI Studio, logs and http commands" date: "2026-09-25" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Manage tenants, browse artifacts, view logs, and test the API—all in a full-screen terminal UI without leaving your session." lastmod: "2026-09-25" --- # Skedulo CLI v5.1.2 - CLI Studio, logs and http commands Published September 25, 2026 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Manage tenants, browse artifacts, view logs, and test the API—all in a full-screen terminal UI without leaving your session. ## **What's new** Skedulo CLI Studio is a full-screen, keyboard-driven terminal UI that brings tenant management, artifact browsing, logs, and API testing into one interactive session. Launch it by running `sked` with no arguments, or `sked interactive`. Studio brings five screens into one session: - **Manage tenants**: view and switch between stored tenants, log in, or log out, without leaving the terminal. - **Browse artifacts**: search artifacts and objects, and inspect full field and schema detail for each one. - **View logs**: watch live or historic execution logs for a triggered action, webhook, or function. - **HTTP client**: build and send an ad-hoc request to the Skedulo API and inspect the response. - **Browse commands**: search every `sked` command, with usage, flags, and copyable examples. Press `?` on any screen for a help overlay listing that screen's keybindings. ## **New commands** `sked logs` and `sked http` are new commands that you can run in your terminal to fetch logs and make HTTP calls against Skedulo APIs. - `sked logs triggered-action`, `sked logs webhook`, and `sked logs function` fetch execution logs by name, with time-range, sort-order, and output-to-file options. - `sked logs tail` polls a triggered action's, webhook's, or function's execution log in real time, right in your terminal. - `sked logs export` batch-exports logs for every artifact of a given type to a directory, one file per artifact. - `sked http` sends an authenticated, curl-style request to the Skedulo API without you needing to look up or paste a bearer token. ## Update now CLI Studio and the new log and http commands ship with version 5.1.2 of the CLI. If you already have `sked` installed, update it to get access: `sked update` Run `sked about` afterward to confirm your version. --- --- url: "https://www.skedulo.com/release-notes/skedulo-cli-version-5-0-0-released/" type: "releaseNote" title: "Skedulo CLI version 5.0.0 released" date: "2025-07-31" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new version of Skedulo CLI (v5.0.0) is now available. This version includes: Increased maximum package size to 50MB; Improved performance of package deployment; artifact list command supported for horizon artifacts; generate command for component-bundles." lastmod: "2025-08-06" --- # Skedulo CLI version 5.0.0 released Published July 31, 2025 · Updated August 6, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new version of Skedulo CLI (v5.0.0) is now available. This version includes: Increased maximum package size to 50MB; Improved performance of package deployment; artifact list command supported for horizon artifacts; generate command for component-bundles. Version 5.0.0 of the Skedulo CLI includes several improvements: - Increased the maximum package size from 20 MB to 50 MB for local and registered packages. - Improved the performance of package deployment for local and registered packages. - Sked artifact list is now supported for Horizon artifacts. - New command to generate horizon component-bundle artifact. To get the latest version of the Skedulo CLI, simply run the command “sked update“. **From version 1.0.5 to 5.0.0** Keen observers will note the large jump in version numbers for the CLI. The jump is related to the resolution of some internal versioning of libraries and does not reflect a major change in functionality or compatibility. **Increase maximum package size** To better support more complex solutions, we have increased the maximum package size from 20MB to 50MB. We continue to encourage developers to keep their solution folders as small as possible to avoid the overhead of processing unnecessary source code. **Improved performance of package deployment** We have made several improvements in the way package deployments are processed within the platform. We have prioritized local development package deployment over bulk deployments of registered packages, and optimized the deployment for horizon components in registered packages to reduce overall deployment times. Artifact list command is now supported for horizon artifacts. The list command “sked artifacts list,” which allows you to retrieve a list of specific artifacts from a tenant, is now supported on the following artifact types: - horizon-component-bundle - horizon-custom-action - horizon-custom-resource - horizon-list-config - horizon-list-view-state - horizon-page - horizon-template - horizon-tenant-config - horizon-view-state - horizon-view-type **New command to generate horizon component-bundle artifact** The CLI has a new command to assist developers who are building solutions with horizon components. The new command is “sked component-bundle generate“. **Please note: **Horizon Components are still considered in “closed beta” and not automatically available to all customers. Please contact your customer success representative if you have questions about this feature. --- --- url: "https://www.skedulo.com/release-notes/skedulo-cli-version-5-03-released/" type: "releaseNote" title: "Skedulo CLI version 5.03 released" date: "2025-08-20" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new version of Skedulo CLI (v5.0.3) is now available. This version includes improvements to the “sked package register” command to support larger packages." lastmod: "2025-08-20" --- # Skedulo CLI version 5.03 released Published August 20, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new version of Skedulo CLI (v5.0.3) is now available. This version includes improvements to the “sked package register” command to support larger packages. Version 5.0.3 of the Skedulo CLI includes the following improvement(s): - Improvements to the “sked package register” command to support larger packages To get the latest version of the Skedulo CLI, simply run the command “sked update“. **Improvements to the “sked package register” command** Following our recent 5.0.0 release where we increased the maximum package size from 20MB to 50MB, with this release we’ve improved the “sked package register” command to execute asynchronously, and provide better feedback within the CLI for developers when registering large packages. --- --- url: "https://www.skedulo.com/release-notes/skedulo-cli-version-5-05-released/" type: "releaseNote" title: "Skedulo CLI version 5.05 released" date: "2025-09-05" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new version of Skedulo CLI (v5.0.5) is now available. This version includes bug fixes for users on Windows." lastmod: "2025-09-05" --- # Skedulo CLI version 5.05 released Published September 5, 2025 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new version of Skedulo CLI (v5.0.5) is now available. This version includes bug fixes for users on Windows. Version 5.0.5 of the Skedulo CLI includes the following improvement(s): - Bug fixes for Windows users To get the latest version of the Skedulo CLI, simply run the command “sked update“. **Bug fixes for Windows users** The previous version of the Skedulo CLI contained a bug that stopped it working for users on the Microsoft Windows operating system. This version resolves the bug. We recommend all Windows users to update to the latest version at their earliest convenience. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-2c9-release-notes-v3-1/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v3.1 is now available" version: "v3.1" date: "2025-01-23" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes enhancements for populating new fields in timesheet entries and targeted bug fixes to enhance overall performance." lastmod: "2025-08-06" --- # AU Healthcare + 2cloudnine Integration v3.1 is now available Published January 23, 2025 · Updated August 6, 2025 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes enhancements for populating new fields in timesheet entries and targeted bug fixes to enhance overall performance. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ ## **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 19.3.5+ - **Skedulo AU Healthcare:** 1.255+ - **2cloudnine Payroll:** 1.223.2+ - **2cloudnine Time2Pay Extension:** 1.201+ - **2cloudnine Payroll Base General Ledger Extension:** 1.54+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. ## **What’s New** ### **Populating New Fields in Timesheet Entries** - New versions of the 2Cloud9 packages introduce two new fields in the Timesheet Entry object: - Entry Start Date / Time (Entry_Start_Date_Time__c) - Entry End Date / Time (Entry_End_Date_Time__c) - When a timesheet is approved in Skedulo, the current process that builds out the Timesheet Entries in 2Cloud9 will automatically populate data in the two new fields. ![Timesheet Entry record with the Entry Start Date/Time and Entry End Date/Time fields highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-2c9-release-notes-v3.1-image-1.png) **_Technical Notes:_** - The populating logic is provided by 2Cloud9 and as below: if(tse.Start_Time__c != null && tse.End_Time__c != null){tse.Entry_Start_Date_Time__c =Datetime.newInstance(tse.Start_Date__c, tse.Start_Time__c); tse.Entry_End_Date_Time__c = Datetime.newInstance(tse.End_Date__c, tse.End_Time__c); System.debug(‘tse.Entry_Start_Date_Time__c DATE: ‘+tse.Entry_Start_Date_Time__c);} ## **Issues Fixed** - The issue has been fixed whereby when timesheets are submitted or approved in Skedulo, the validation check also accounts for the two settings Resource Category Field & Sync Resource Categories to not create timesheets in 2Cloud9 for the invalid resources. - The issue has been fixed whereby when timesheets are submitted/approved, the timesheet allowance records in 2C9 Timesheet were not populated with the project codes. - A new setting has been added: Setup > Custom Settings > Sage Integration Settings >** Enable Allowance Project Code** (default “True”). - Set the value to “True” to enable populating the project codes for allowances. - The issue has been fixed whereby if the setting** Leave Calculation Method** is set to “Fixed”, no leave events would be generated if the associated unavailability was on the weekends, hence leave events also failed to be sent to 2C9 upon timesheet submission. - A new setting has been added: Setup > Custom Settings > Sage Integration Settings > **Exclude Days in Week **(default “Sat, Sun”). - When the setting **Leave Calculation Method **is set to “Fixed”, set the value of new setting **Exclude Days in Week** to the days of the week that leave events do not need to be generated on those days (the value can be left blank), instead of hard-coding the days to weekends. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-2c9-release-notes-v3-3/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v3.3 is now available" version: "v3.3" date: "2025-02-18" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare + 2cloudnine Integration v3.3 supports Salesforce's ICU locale format and fixes v3.1 upgrade issues and a costing retrieval error." lastmod: "2025-08-06" --- # AU Healthcare + 2cloudnine Integration v3.3 is now available Published February 18, 2025 · Updated August 6, 2025 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare + 2cloudnine Integration v3.3 supports Salesforce's ICU locale format and fixes v3.1 upgrade issues and a costing retrieval error. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **ICU Locale Format Update** This version of the 2Cloud9 package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package: **102.56.5+ - **Lumary: **19.3.5+ - **Skedulo AU Healthcare**: 3.12+ - **2cloudnine Payroll:** 1.223.2+ - **2cloudnine Time2Pay Extension:** 1.201+ - **2cloudnine Payroll Base General Ledger Extension:** 1.54+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **Issues Fixed** - The issues related to upgrading the [2Cloud9 package (version 3.1)](https://support.skedulo.com/s/article/Skedulo-Healthcare-2c9-Release-Notes-V3-1-24-01-2025) have been fixed. - The issue has been fixed whereby it was unable to get costing. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HfLvYAK](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HfLvYAK) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HfLvYAK](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HfLvYAK) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-2c9-release-notes-v4-2/" type: "releaseNote" title: "AU Healthcare + 2cloudnine Integration v4.2 is now available" version: "v4.2" date: "2025-04-08" productAreas: ["AUHC + 2cloudnine (sage)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare + 2cloudnine Integration v4.2 supports Salesforce's ICU locale format and aligns job allocation resources in Salesforce with the web app." lastmod: "2025-08-06" --- # AU Healthcare + 2cloudnine Integration v4.2 is now available Published April 8, 2025 · Updated August 6, 2025 **Product areas:** AUHC + 2cloudnine (sage), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare + 2cloudnine Integration v4.2 supports Salesforce's ICU locale format and aligns job allocation resources in Salesforce with the web app. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **ICU Locale Format Update** This version of the 2Cloud9 package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56.5+ - **Lumary: **19.3.5+ - **Skedulo AU Healthcare:** 4.1+ - **2cloudnine Payroll:** 1.223.2+ - **2cloudnine Time2Pay Extension: **1.201+ - **2cloudnine Payroll Base General Ledger Extension:** 1.54+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **Issues Fixed** - The issue has been fixed whereby the available resources in Salesforce’s job allocation does not align with the available resources that could be seen in the web app. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-easy-employer-v3-1/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v3.1 is now available" version: "v3.1" date: "2025-01-23" productAreas: ["AUHC + Easy Employer (EEAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes enhancements to functionality." lastmod: "2025-08-06" --- # AU Healthcare + Easy Employer Integration v3.1 is now available Published January 23, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Easy Employer (EEAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes enhancements to functionality. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 19.3.19+ - **Skedulo AU Healthcare:** from 2.16 up to (but not including) 4.1 **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **What’s New** **Get Costing and Costed Roster Function Enhancements** Following the releases of version V1.57 and V2.1 that allow the schedulers to report on the costs and violations of current active rosters and to estimate/report on the costs of a base template, some enhancements have been made to further improve the feature. **Sending Break Details** - Break details (e.g: sleepover, meal break) captured in Jobs are currently synched into Shifts or Leave Shifts as part of the Shift/Leave Shift creation on Easy Employer integration package (see release version V1.50 for more details). - The break details that are available in Shifts and Leave Shifts are now sent over to Easy Employer as part of the get costing and costed roster functions, ensuring Easy Employer has sufficient inputs for consideration and calculation. - [The Easy Employer API end point](https://docs.easyemployer.com/#put-/api/1/costs/assigned-roster-shifts/remote-period) ![Shift record details with the Break Details field highlighted, showing clocked break times in JSON](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-easy-employer-v3.1-image-1.png) ![Leave Shift record details with the Break Details field highlighted, showing leave break times in JSON](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-easy-employer-v3.1-image-2.png) **Sending Additional Leave Shifts Information** - [The Easy Employer API end point](https://docs.easyemployer.com/#put-/api/1/costs/assigned-roster-shifts/remote-period) requires additional Leave Shifts information, which are paid and leave_type_id. These two parameters are now sent to Easy Employer as part of the get costing and costed roster functions, ensuring Easy Employer has sufficient inputs for consideration and calculation. - Paid and leave_type_id are captured against the Availability records upon creation. They are associated with the leave types maintained in Easy Employer and returned to Skedulo for selection when creating Availability records. - There are two flows whereby resources or schedulers are able to submit an Availability or Unavailability record: - Via Leave Management form in Skedulo Plus mobile app: - _In order to install the form in your org, please contact your CSM or Tech Support or to [apacsucess@skedulo.com](mailto:apacsucess@skedulo.com) if requiring assistance_ - Via Create Leave Request modal in Salesforce: - _Go to Setup > Custom Metadata Types > Healthcare Settings > update the value of Is_Leave_Request_Enabled to True (default is False)_ - _Use any consoles, choose Add Leave Request option to add_ - _In order to install the form in your org, please contact your CSM or Tech Support or to [apacsucess@skedulo.com](mailto:apacsucess@skedulo.com) if requiring assistance_ - _Go to Setup > Custom Metadata Types > Healthcare Settings > update the value of Is_Leave_Request_Enabled to True (default is False)_ - _Use any consoles, choose Add Leave Request option to add_ - **_Important Notes:_** - _Only use the Leave Management form and Create Leave Request modal to submit Availability records if available Leave Types need to refer to the lists maintained in Easy Employer, otherwise continue using the standard Add Availability modal in Salesforce or the standard Create Availability feature in Skedulo Plus app._ ![Create Leave Request dialog with the Availability Type dropdown open, listing leave types](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-easy-employer-v3.1-image-3.png) **Enhancing Logic Calculating Final Costs** - In the Job Allocation modal, when get costing function is triggered: - The Total cost displayed is now referred to a new field, **_calculated_cost, _**in this [Easy Employer API end point](https://docs.easyemployer.com/#put-/api/1/costs/assigned-roster-shifts/remote-period). Calculated_cost holds the final total costs of all cost components and is calculated by Easy Employer before returning to Skedulo. - The Normal cost displayed is the total of all cost components with type equal to “Normal” or “Allowance” - The OT cost display is the total of all cost components with type equal to “OT” - In the Costed Roster function, only the final total cost returned in the calculated_costfield is captured. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LOzC](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LOzC) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LOzC](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LOzC) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-easy-employer-v4-2/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v4.2 is now available" version: "v4.2" date: "2025-04-08" productAreas: ["AUHC + Easy Employer (EEAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes targeted bug fixes to enhance overall performance." lastmod: "2025-08-06" --- # AU Healthcare + Easy Employer Integration v4.2 is now available Published April 8, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Easy Employer (EEAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes targeted bug fixes to enhance overall performance. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 19.3.19+ - **Skedulo AU Healthcare: ** 4.1+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **Issues Fixed** - The issue has been fixed whereby the break details field on Shifts was not updated upon job updates, only populated upon job creation. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LP5eIAG](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LP5eIAG) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LP5eIAG](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKg000000LP5eIAG) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-easy-employer-v5-1/" type: "releaseNote" title: "AU Healthcare + Easy Employer Integration v5.1 is now available" version: "v5.1" date: "2025-07-16" productAreas: ["AUHC + Easy Employer (EEAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare + Easy Employer Integration v5.1 fixes saving additional fields on Shifts and adds an Easy Employer Resource Permission Set to the package." lastmod: "2025-08-06" --- # AU Healthcare + Easy Employer Integration v5.1 is now available Published July 16, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Easy Employer (EEAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare + Easy Employer Integration v5.1 fixes saving additional fields on Shifts and adds an Easy Employer Resource Permission Set to the package. ​**Issues Fixed** - Resolved an issue to ensure additional fields can be saved accurately when creating and editing Shifts. - A new Easy Employer (EE) Resource Permission Set is now included in the package. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-employment-hero-v2-4/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v2.4 is now available" version: "v2.4" date: "2024-10-01" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Includes enhancements to sending Work Type/Leave Type to Employment Hero when submitting Leave Shifts as Timesheet Items, and bug fixes." lastmod: "2025-08-06" --- # AU Healthcare + Employment Hero Integration v2.4 is now available Published October 1, 2024 · Updated August 6, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Includes enhancements to sending Work Type/Leave Type to Employment Hero when submitting Leave Shifts as Timesheet Items, and bug fixes. **Important** When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 19.3.19+ - **Skedulo AU Healthcare:** 1.175+ **What’s New** **Sending Work Type/Leave Type to Employment Hero when submitting Leave Shifts as Timesheet Items** - Leave Shifts are created when Unavailability records are approved and there are underlying jobs. - For example, an Unavailability record of 24 hours is created and approved, as a result, two Leave Shifts are created reflecting 2 jobs that fall within this period (2 hours each). - When Leave Shifts are created, the Unavailability Type is automatically populated in the Leave Type field (skedkp__Leave_Type__c) of the Leave Shift object (e.g: Annual Leave) ![Leave Shift record LS-0073 showing Availability, End, Job Allocation, Leave Type (Annual Leave) and Resource](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-employment-hero-v2.4-image-1.png) - When submitting and approving timesheets, the Leave Shifts are being sent through to Employment Hero as Timesheet Items, which now also holds the Leave Type information. - In the Employment Hero system, the Timesheet Items are displayed with the value of the Work Type field equal to the value of the Value Type sent by Skedulo. ![Employment Hero timesheet list with an Annual Leave timesheet item highlighted under its date](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-employment-hero-v2.4-image-2.png) Note: Employment Hero will update the Leave Balances accordingly now that it has received the Work Type / Leave Type for the Leave Shifts. **Issues Fixed** - The issue has been fixed whereby no leave shifts were sent through to Employment Hero when submitting the timesheet. - The issue has been fixed whereby on sleepover shifts, when submitting the timesheet items through to Employment Hero, the active working parts of the shift (non-sleepover) did not hold the Work Type information, even though the data was successfully captured and stored on Skedulo side. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kjNh&isdtp=p1](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kjNh&isdtp=p1) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kjNh&isdtp=p1](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kjNh&isdtp=p1) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-employment-hero-v3-1/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v3.1 is now available" version: "v3.1" date: "2025-01-23" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Includes enhancements to merge shift logic and setting KM Travelled field upon generating Shifts." lastmod: "2025-08-06" --- # AU Healthcare + Employment Hero Integration v3.1 is now available Published January 23, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Includes enhancements to merge shift logic and setting KM Travelled field upon generating Shifts. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 20.3.9+ - **Skedulo AU Healthcare:** 1.209+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **What’s New** **Enhancements to Merge Shift Logic** - Currently shifts are merged when jobs have the same Work Type, with the pre-condition that the setting KP_Allow_To_Merge_Shifts is set to “True”. - A few enhancements have been introduced to accommodate other needs: - New setting **KP_Disable_Merge_Shifts** (Setup > Custom Settings > Skedulo Configs) can be used to disable the merge shift functionality as a whole: - Value: True/False - Default value: False – to keep the current state as is for all customers (merge shift logic is still active) - New settings **KP_Enable_Merge_Shifts_With_Conditions** and **KP_Fields_To_Merge_Shifts **(Setup > Custom Settings > Skedulo Configs) can be used in case the jobs need to have other matching values in order to merge shifts, rather than just Work Type: - For example: - In order to merge shifts, the jobs need to have the same values of Work Type and Cost Code. - Enable the setting **KP_Enable_Merge_Shifts_With_Conditions** to “True”. And input the field name(s) to the value of **KP_Fields_To_Merge_Shifts** “skedkp__Work_Type__c, skedhealthcare__Cost_Centre__c” - Now shifts will only merge if the back-to-back jobs have the same values of Work Type and Cost Code. - The new setting **KP_Enable_Merge_Shifts_With_Conditions **should have the default value as “False” meaning the current merge shift logic will remain as is where it refers to the existing setting KP_Allow_To_Merge_Shifts and merges shift when only Work Type is matching. - In order to merge shifts, the jobs need to have the same values of Work Type and Cost Code. - Enable the setting **KP_Enable_Merge_Shifts_With_Conditions** to “True”. And input the field name(s) to the value of **KP_Fields_To_Merge_Shifts** “skedkp__Work_Type__c, skedhealthcare__Cost_Centre__c” - Now shifts will only merge if the back-to-back jobs have the same values of Work Type and Cost Code. - Value: True/False - Default value: False – to keep the current state as is for all customers (merge shift logic is still active) - For example: - In order to merge shifts, the jobs need to have the same values of Work Type and Cost Code. - Enable the setting **KP_Enable_Merge_Shifts_With_Conditions** to “True”. And input the field name(s) to the value of **KP_Fields_To_Merge_Shifts** “skedkp__Work_Type__c, skedhealthcare__Cost_Centre__c” - Now shifts will only merge if the back-to-back jobs have the same values of Work Type and Cost Code. - The new setting **KP_Enable_Merge_Shifts_With_Conditions **should have the default value as “False” meaning the current merge shift logic will remain as is where it refers to the existing setting KP_Allow_To_Merge_Shifts and merges shift when only Work Type is matching. - In order to merge shifts, the jobs need to have the same values of Work Type and Cost Code. - Enable the setting **KP_Enable_Merge_Shifts_With_Conditions** to “True”. And input the field name(s) to the value of **KP_Fields_To_Merge_Shifts** “skedkp__Work_Type__c, skedhealthcare__Cost_Centre__c” - Now shifts will only merge if the back-to-back jobs have the same values of Work Type and Cost Code. **Enhancements to setting KP_JA_Summed_Travel_Km_Fields** - The setting **KP_JA_Summed_Travel_Km_Fields **is used to specify the field(s) on the Job Allocation object whereby the system will sum their values when calculating the Kilometer Travelled field upon generating Shifts. ![Skedulo Configs Edit screen for KP_JA_Summed_Travel_Km_Fields listing the distance fields summed into km travelled](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-employment-hero-v3.1-image-1.png) ![Job Allocation record with the Est Distance, Actual Distance and Total Km Travelled with Client fields highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-employment-hero-v3.1-image-2.png) ![Shift record details with the Kilometers Traveled field highlighted, showing 55.00](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-employment-hero-v3.1-image-3.png) - This setting was fixed to only support three fields: - skedhealthcare__Est_Distance_Traveled_KM__c; - skedhealthcare__Total_Km_Travelled_with_Client__c; - skedhealthcare__Actual_Distance_Traveled_KM__c - This has now been enhanced to configure any other fields from the Job Allocation object. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-employment-hero-v3-2/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v3.2 is now available" version: "v3.2" date: "2025-02-18" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare + Employment Hero Integration v3.2 aligns job allocation resources in Salesforce with the Skedulo web app and includes internal fixes." lastmod: "2025-08-06" --- # AU Healthcare + Employment Hero Integration v3.2 is now available Published February 18, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare + Employment Hero Integration v3.2 aligns job allocation resources in Salesforce with the Skedulo web app and includes internal fixes. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **ICU Locale Format Update** This version of the 2Cloud9 package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56.5+ - **Lumary: **19.3.5+ - **Skedulo AU Healthcare:** 4.1+ - **2cloudnine Payroll:** 1.223.2+ - **2cloudnine Time2Pay Extension:** 1.201+ - **2cloudnine Payroll Base General Ledger Extension:** 1.54+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **Issues Fixed** - The issue has been fixed whereby the available resources in Salesforce’s job allocation does not align with the available resources that could be seen in the web app. - Internal issues fixed **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKY000000HkyhYAC) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-employment-hero-v4-2/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v4.2 is now available" version: "v4.2" date: "2025-04-08" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare + Employment Hero Integration v4.2 supports Salesforce's ICU locale format, requires AU Healthcare 4.1+ and includes internal fixes." lastmod: "2025-08-06" --- # AU Healthcare + Employment Hero Integration v4.2 is now available Published April 8, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare + Employment Hero Integration v4.2 supports Salesforce's ICU locale format, requires AU Healthcare 4.1+ and includes internal fixes. **Important** _When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements._ **ICU Locale Format Update** This version of the Employment Hero package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56+ - **Lumary:** 20.3.9+ - **Skedulo AU Healthcare:** 4.1+ **Important** – There are upgrades in the package compatibility compared to the last release. Please carefully follow the above before the installation. **Issues Fixed** - Internal issues fixed and refactoring **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000koaDYAQ](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000koaDYAQ) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000koaDYAQ](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000koaDYAQ) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-employment-hero-v5-1/" type: "releaseNote" title: "AU Healthcare + Employment Hero Integration v5.1 is now available" version: "v5.1" date: "2025-07-16" productAreas: ["AUHC + Employment Hero (KPAI)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Introduces new configuration option to calculate Leave Shifts in Scheduled Hours." lastmod: "2025-08-06" --- # AU Healthcare + Employment Hero Integration v5.1 is now available Published July 16, 2025 · Updated August 6, 2025 **Product areas:** AUHC + Employment Hero (KPAI), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Introduces new configuration option to calculate Leave Shifts in Scheduled Hours. **What’s New** - Calculating leave shifts in scheduled hours --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v1-261/" type: "releaseNote" title: "AU Healthcare v1.261 is now available" version: "v1.261" date: "2024-05-06" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.261 fixes a label typo on the Apply to All modal and additional fields not saving on the Activities modal in the Roster Management Console." lastmod: "2025-08-06" --- # AU Healthcare v1.261 is now available Published May 6, 2024 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.261 fixes a label typo on the Apply to All modal and additional fields not saving on the Activities modal in the Roster Management Console. **Compatibility** This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.54+ - **Lumary:** 20.3.9+ - **Enrite Care Services:** 1.307+ **Issues Fixed** - The issue has been fixed whereby the Services section label on “Apply to All” modal had a spelling error. - The issue has been fixed whereby additional fields on the Activities modal on the Roster Management Console failed to save the populated the values. **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component (see [here](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services)). Installation is required to enable certain core functionality **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003Rrz6](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003Rrz6) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003Rrz6](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003Rrz6) --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v1-265/" type: "releaseNote" title: "AU Healthcare v1.265 is now available" version: "v1.265" date: "2024-06-11" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "AU Healthcare v1.265 lets schedulers create region base templates from the Scheduling Console, then replicate, publish and print rosters for a region." lastmod: "2025-08-06" --- # AU Healthcare v1.265 is now available Published June 11, 2024 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce AU Healthcare v1.265 lets schedulers create region base templates from the Scheduling Console, then replicate, publish and print rosters for a region. **Compatibility** This package version requires the following mandatory packages in place before installation: - **Skedulo Core Package:** 102.54+ - **Lumary:** 20.3.9+ - **Enrite Care Services:** 1.307+ **What’s New** **Region Base Template and Roster Replication** **Region base template** When viewing work in the Scheduling Console and filtering it by Region, schedulers now have the ability to create base templates for regions enabling replication of future rosters. ![Scheduling Console resource view with the Base Template, Replicate, Publish and Print Schedule buttons highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-1.png) Jobs that are in Pending Dispatched status, and Shifts that are not published (Is Draft = true), associated with the Region will be linked to the newly created template. Activities by design are not tied to regions, hence will not be linked to the region base templates. Validations: - A region base template cannot be created at overlapping times with existing ones that are for the same region or an associated location that has the same region. This is to retain the 1:1 relationship of any specific jobs or shifts to a base template, reducing the risk of replicating the same jobs or shifts. ![Error message: cannot create a base template overlapping existing ones for the same region or its locations](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-2.png) - A base template cannot be created when it has the same name as the existing one. ![Error message: cannot create the base template because its name duplicates an existing base template](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-3.png) [How to create a Region Base Template ? – Watch Video](https://www.loom.com/share/f6b9eddbe2f54ca194649435cd2fbb74) Base templates can be deleted in case they were mistakenly created following below steps: - Go to Base Templates - Find the Delete option on the record - Delete the record. This will automatically detach all the linked events from the base template. - The events (Jobs and Shifts) will still exist but will no longer be part of the Base Template. The jobs will need to be deleted individually if they are no longer required. ![Base Templates list view in Salesforce with the row action menu open on the Delete option](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-4.png) To access an existing regional base template, find and select the template from the picklist. ![Base Template button menu on the Scheduling Console with Create Base Template and Select Base Template options](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-5.png) ![Select Base Template dialog with a searchable list of base roster names](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-6.png) While inside a base template, creating any new events such as jobs or shifts with the matching region will automatically attach the events to the base template. A region base template can be validated or replicated with the experience similar to the location base template. Jobs, Shifts that are linked to the base template within the template period are the records that will be validated/replicated. Activities again by design are not tied to regions, hence will not be linked to the region base templates and not an option for these processes. ![Replicate Schedule dialog with base and new roster period dates and include jobs, shifts and resources options](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-7.png) [How to replicate a Region Base Template ? – Watch Video](https://www.loom.com/share/ff59510eab744255b5f5f7c72f31a628) **Replicating and validating a region roster** Instead of replicating the events from a region base template, schedulers can directly replicate those events that are on the current viewing roster. The experience is very similar to replicating or validating events of a region base template. Select Replicate Schedule option as below. ![Scheduling Console resource view with the Base Template, Replicate, Publish and Print Schedule buttons highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-8.png) ![Replicate Schedule dialog with base and new roster period dates and include jobs, shifts and resources options](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-9.png) **Publishing a region roster** After the Jobs and Shifts are replicated into the new roster period, schedulers can now publish those events to the resources. ![Scheduling Console resource view with the Base Template, Replicate, Publish and Print Schedule buttons highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-10.png) ![Publish Schedule dialog with From Date and To Date fields for the roster period](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-11.png) **Publishing a roster results in:** - The work between and including the new roster period dates will be published to the allocated resources, specifically: - The Jobs with Pending Dispatch status will be updated to Dispatched. - The Shifts that are marked as “Is Draft” will have this indicator removed. - A single notification will be sent to each resource with at least one allocated work item within and including the new roster period dates. ![SMS telling a worker their roster has been published and their work is in the Skedulo mobile app](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-12.png) - An email notification with details of the publication will be sent to Salesforce users registered with the nominated public work group. ![Published Roster email summarising the roster period, region, resources, jobs and shifts with job statuses](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-13.png) **Printing a region roster** Schedulers can print a region weekly roster. ![Print Schedule dialog with region, start date and include jobs, shifts and ignore work status options](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-14.png) Jobs and Shifts that are associated with the region will be printed. ![Printed weekly schedule table listing each resource's shifts and jobs by day](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-15.png) **Feature flag** This set of region base templates and roster replication features is controlled under a setting: - Go to Setup - Find and open Custom Settings - Manage records of Skedulo Healthcare Scheduling Settings - Find and edit setting Region_BaseTemplate_and_Replication - Update value to True (show the buttons), False (hide the buttons). False is the default value. **Resource Calendar – Populating Scheduled Dates and Times when Completing Jobs** When completing a job from the Resource Calendar, the actual date and time fields are now pre-populated with scheduled dates and times. Schedulers can still make changes to the values before confirming complete. ![Complete Job dialog with actual start and end date and time fields](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.265-image-16.png) **Issues Fixed** - The issue has been fixed whereby job cards in the Timesheet Console were being shrunk down even though there are no overlapping and back-to-back jobs. - The issue has been fixed on the Scheduling Console whereby Resources were still displayed when filtering by an expired tag. - The issue has been fixed on the Roster Management Console whereby cancelled Group Event jobs were not showing, although the filter selected cancelled jobs to display. - The issue has been fixed whereby Apply to all function on jobs did not remove the duplicated JSI. **Important** Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and steps to perform the installation. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYBYQA4](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYBYQA4) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYBYQA4](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYBYQA4) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v1-269/" type: "releaseNote" title: "AU Healthcare v1.269 is now available" version: "v1.269" date: "2024-07-14" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release includes new enhancements, bug fixes and a release cycle change announcement." lastmod: "2025-08-14" --- # AU Healthcare v1.269 is now available Published July 14, 2024 · Updated August 14, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release includes new enhancements, bug fixes and a release cycle change announcement. ##### Announcement of Release Cycle Change We are excited to announce an important change to our product release cycle, aimed at improving our delivery process and to better align with your needs. New Release Cycle Structure: Effective after this July release—the last of our current monthly releases—we will transition to a quarterly release cycle. The new structure is as follows: - Quarterly Major Releases: At the end of each quarter, we will roll out a major release. This will include significant updates, new features, and comprehensive improvements. Release notes and video demos (where applicable) will be available as part of this process. - Monthly Minor Releases: While our primary focus will be on the quarterly major releases, we will continue to support monthly minor releases. These will be available on a per-request basis and will address urgent specific customer requests or critical issue fixes. **Scope of Change:** This change will affect all our Australian Healthcare Salesforce managed packages, including Aged Care and Disability, Healthcare Lumary, and Award Interpretation packages such as Easy Employer, 2Cloud9, and Employment Hero (formerly KeyPay). Why the Change? - Quality and Stability: By focusing on quarterly major releases, we can dedicate more time to testing and refining each update, ensuring higher quality and greater stability for our products. - Innovative Features: This new cycle allows us to develop and introduce more innovative features and enhancements that add significant value to your business operations. - Increased Time for Upgrade and Testing: We understand that some customers have struggled to keep up with monthly releases due to availability of dedicated testing resources and change management implications. Transitioning to a quarterly release schedule will provide additional time to effectively upgrade and manage updates. If you have any questions, please reach out to our Customer Success team. ##### Verify Email Addresses to Meet the Email Verification Requirement To complete enforcement of the email verification requirement introduced in the Spring ’22 major release, Salesforce now requires all users in all orgs and Experience Cloud sites to verify their email address. If a user sends an email from an unverified email address, Salesforce rejects this email message and doesn’t complete the send. Unverified email addresses can’t be used for sends until the user verifies their email address or resets their password. To avoid disruptions, ensure that all user email addresses are verified. Read more from [Salesforce Summer ’24 Release Notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_email_verification.htm&release=250&type=5). ##### Compatibility This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.54 or greater - **Lumary:** 20.3.9 or greater - **Enrite Care Service:** 1.307 or greater ### ? What’s New? ##### Scheduling Console – Customisable Display Fields on Job Cards On the Scheduling Console, the display fields on the job cards can now be customised. Fields such as Contact Name can now be displayed instead of being fixed to Job Type (Single Booking). ![Scheduling Console resource view with a job card showing the client name and its Single Booking job details popover](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-1.png) **How to set up?** To configure the display field on job card: - Go to Setup - Find and open Custom Settings - Manage records of Skedulo Healthcare Scheduling Settings - Find and edit settings: - Single_Booking_Card_Description: used to define the fields shown in the **single bookingJob Card**. Fields from **Jobs, Job Allocation **and** Contact objects** are supported. Prefix the fields with ‘job.’, ‘contact.’ to represent the object (fields from Job Allocation do not need to have a prefix). The default value is job.sked__Type__c. - Group_Event_Booking_Card_Description: used to define the fields shown in the **group event Job Card**. Fields from **Jobs **and** Job Allocation objects** are supported. Prefix the fields with ‘job.’’ to represent the object (fields from Job Allocation do not need to have a prefix). The default value is job.sked__Type__c. Due to the limited spacing, above two settings only support one field to be configured and displayed at a time. Default display is always the job types (Single Booking or Group Event). ##### Capturing URLs on Additional Fields The field type URL has now been supported on the Additional Fields feature. ![Schedule Job form with a Video Call Telehealth URL in the Additional Fields section, highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-2.png) Click on the link icon to open the URL in a separate web browser tab. ![Close-up of the Video Call Telehealth URL field with its link icon button](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-3.png) **When is a URL field type typically used?** The feature supports Telehealth use cases. A Telehealth appointment allows Resources to provide consultation via phone or via video call. URLs such as virtual meetings or online video calls can be attached to the additional fields of jobs. **How to set up?** Similar to configuring any additional fields: - Go to Setup - Find and open Custom Settings - Manage records of Skedulo Additional Fields - Add new or edit a record - Set Field Type to value URL The URL field type should work on any types of Categories that are currently supported. ![Skedulo Additional Fields Edit settings page with Field Type set to URL for the Video Call Telehealth field](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-4.png) ##### Balance Check to support Ratio on Replication and Validation processes When replicating or validating group event jobs via the Scheduling Console or Resource Roster Console, the balance check results that are displayed in the email notifications now take into account the Event Delivery Ratio in order to accurately inform schedulers in case of any balance conflicts. ![Group Event job edit Clients section with Event Delivery Ratio values of 1:4 and 1:2 highlighted per client](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-5.png) ![Client's Services Balance Check email listing category and SAI balance conflicts for a client](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-6.png) Example If the ratio of a line item is 1:4, the balance check will apply for one fourth of the full service rate, then determine whether the remaining has been exceeded. Balance check when creating jobs This feature was implemented and delivered for the job creation process in [AU Healthcare v1.219](https://www.skedulo.com/release-notes/au-healthcare-v1-219-is-now-available/). **Making Notes field required when cancelling Jobs** The Notes field can now be made required when cancelling jobs. ![Cancel Job dialog with required Reason and Notes fields and a Billable checkbox](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v1.269-image-7.png) **Use case** In some cases the scheduling teams require details rather than only the cancellation reason selected from the dropdown. Impact areas The Notes fields can be made required when cancelling jobs from below areas: 1. Scheduling Console 1. Resource Roster Console Cancelling recurring jobs from the consoles above, read more [here](https://support.skedulo.com/s/article/Healthcare-for-Skedulo-and-Lumary-v1-232). **How to set up?** - Go to Setup - Find and open Custom Settings - Manage records of Skedulo Configs - Find and edit setting Require_Note_Cancel_Job - Update value to True (to make the field required), False (to keep the field optional). False is the default value. ### ?️ Issues Fixed - The issue has been fixed whereby when updating the clients or job service items of group event jobs, then applying to all, the billable flags on jobs unexpectedly changed the value. - The issue has been fixed whereby the error “Aggregate query has too many rows for direct assignment error” was thrown when attempting to create a long recurring period of Client Availability. ### ? Manual Installation Links **⚠️   Salesforce administrators only** **Additional Install Component: **If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality. Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) for further details and steps to perform the installation. - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYDo](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYDo) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYDo](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003FYDo) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v3-1/" type: "releaseNote" title: "AU Healthcare v3.1 is now available" version: "v3.1" date: "2025-01-23" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release adds job replication enhancements for date fields, toggles for job time updates, automated client deactivation with job cancellations, Allied Health Calendar improvements, Service Agreement Item deletion prevention, and multiple key UI and scheduling fixes." lastmod: "2025-08-08" --- # AU Healthcare v3.1 is now available Published January 23, 2025 · Updated August 8, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release adds job replication enhancements for date fields, toggles for job time updates, automated client deactivation with job cancellations, Allied Health Calendar improvements, Service Agreement Item deletion prevention, and multiple key UI and scheduling fixes. **⚠️  Important – When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements.** ##### Compatibility This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56 or greater - **Lumary:** 20.3.9 or greater - **Enrite Care Service:** 1.307 or greater _No changes to package compatibility since the last release._ ### ? What’s New? ##### Replication Date Data in Additional Fields When replicating jobs into a new period, date data in the Additional Fields section (e.g: sleepover start date) will be automatically and accurately set based on the new job dates: **Example 1:** - Base template job: - Job date: **01/01/2025** - Sleepover start date (or any other date additional fields): **01/01/2025** - Replicated job: - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **15/02/2025** **Example 2:** - Base template job: - Job date: **01/01/2025** - Sleepover start date (or any other date additional fields): **02/01/2025** - Replicated job: - Job date: **15/02/2025** - Sleepover start date (or any other date additional fields): **16/02/2025** The function is implemented when replicating jobs from base templates or from any rosters, and is available when replicating jobs on the Scheduling Console and the Resource Roster Console. **How to set up?** - Navigate to _Setup > Custom Settings > Skedulo Configs > new setting **Job_Replication_Additional_Date_Fields**_**:** - Use this setting to configure one or many additional fields of Job Object with Date or DateTime data type that need to be date-sensitive and follow new job dates when replicating - For example: “skedhealthcare__Registration_Date__c; skedhealthcare__Meal_break_start__c; skedhealthcare__Sleepover_start_2__c” - Default value: blank ##### UX Enhancements when updating Job Times - A toggle has been added onto the Schedule Job and Edit/Allocate Job modals whereby it controls whether any updates on job times will automatically reset or keep the service line item times unchanged. - The toggle has two modes: - **Reset **(default): when job times (including Start Time, Duration or End Time) get updated, times on all line items will be reset to match with new job times. - **Keep**: when job times get updated, times on all line items will remain as is, allowing schedulers to manually update them afterward. ![Job Details section with the Keep line item times toggle and its tooltip about keeping or resetting line item times](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-1.png) ##### Service Agreement Date automatically follows Job Date - In the Schedule Job and Edit/Allocate Job modals, the Service Agreement Date now automatically follows the Job Date, in order to reduce the risk of selecting invalid Service Agreements in case of scheduling future jobs. ![Schedule Job modal where the Start Date carries over to the Service Agreement Date field in Service Details](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-2.png) ##### Preventing Deletion of Service Agreement Items - Lumary had advised that deleting Service Agreement Items would need to be prevented if the SAI is linked to any Job Service Items in Skedulo. - Therefore, an update has been made to the “What to do if the lookup record is deleted?” option in the Service Agreement Item lookup field in the Job Service Item object: - The value is updated from “Clear the value of this field” to “Don’t allow deletion of the lookup record that’s part of a lookup relationship”. ![Service Agreement Item custom field definition with the lookup deletion option set to Don't allow deletion, highlighted](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-3.png) ##### Allied Health Calendar - The first version of the Allied Health Calendar was released in October 2024 - The new features introduced in this release include: - Filtering events by work type (jobs, shifts, activities) - Holiday indicator - Configuring hover fields - Creating recurring shifts and activities - Controlling the Create, Update and Delete actions on jobs, shifts, activities and availability ![Resource calendar week view showing a worker's Single Booking jobs and activities as coloured blocks](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-4.png) - _Please follow our _[User Guide](https://auhealthcare.docs.skedulo.com/user-guides/overview?solution=215)_ to prepare the access to the console (in case you have not) and get familiar with all functionalities that are currently available._ ##### Client Deceased/Inactive Handler An automatic process is introduced to handle the cases when a contact/client has become inactive or deceased. This is a background process that will asynchronously update the status of the client as well as automatically cancel related jobs and detach the client from associated base templates. **How to set up and Prerequisites** - Navigate to _Setup > Custom Settings > Skedulo Configs > new setting **Enable_Client_Deceased**_**:** - Default value: False, meaning the feature is disabled - Switching the value to True to enable the user interface used to initiate the process - Navigate to _Setup > Custom Settings > Skedulo Configs > new setting **Client_Deceased_Log_Exception:**_ - Default value: False, meaning the feature is disabled - Switching the value to True to enable writing debug log for every process initiated - In order to update the status of a client to deceased or inactive, there must be no remaining “active” Service Agreements. Hence to ensure all background actions are executed successfully (including updating the client’s status), the client’s Service Agreements must all be put to inactive states. **Initiating the process** - In a Contact record page, a button is added titled “Cancel Client”. ![Client Contact record header with the new Cancel Client button next to Schedule Job](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-5.png) - In case the Contact Record Type is different from “Client”, this process is not supported, a warning will be displayed. ![Cancel Client modal message saying the process only works when the Contact Record Type is Client](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-6.png) - In case the Contact Record Type is “Client”, below data points are presented: ![Cancel Client modal with status, cancellation reasons, notes and Billable toggles for single and group event jobs](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v3.1-image-7.png) - Status: - Choose this to update the value of the contact’s status field - Configurations for single jobs: - Choose these so the system has the data to populate on the cancelled single jobs - Configurations for group jobs: - Choose these so the system has the data to populate on the cancelled group attendees of the group jobs - Choose this to update the value of the contact’s status field - Choose these so the system has the data to populate on the cancelled single jobs - Choose these so the system has the data to populate on the cancelled group attendees of the group jobs **Background actions to be expected** - When the process is initiated, below are the expected outputs (very similar to cancelling a single job or a single group attendee, however in bulk with multiple records being processed): - Single Jobs: - Job object: - Future single jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready), will be cancelled (job status updated to Cancelled) with below information populated from the configurations for single jobs: - Cancellation reason - Cancellation note - IsBillable - Cancellation reason - Cancellation note - IsBillable - Job Service Item object: - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Job Allocation object: - Future job allocations of above single jobs that does not have one of these statuses (Deleted, Completed), will be deleted (job allocation status updated to Deleted) - The late cancellation process (Activities created for the Resources to get paid for) will kick in for the eligible jobs (read more about this [here](https://docs.google.com/document/d/12F8zpo3ZXHIHpBv2hhKdbeVihrPJ8M4BXaoXFauPkiM/edit?tab=t.0#heading=h.ogsmszonz1zv)). - Future single jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready), will be cancelled (job status updated to Cancelled) with below information populated from the configurations for single jobs: - Cancellation reason - Cancellation note - IsBillable - Cancellation reason - Cancellation note - IsBillable - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Future job allocations of above single jobs that does not have one of these statuses (Deleted, Completed), will be deleted (job allocation status updated to Deleted) - Group Jobs: - Group Attendee object: - Group attendees of future group jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready) will be cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Job Service Item object: - associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Group attendees of future group jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready) will be cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Group Event Templates: - Group clients of group event templates that have status equal to Active, will be removed/deleted. - Single Jobs in Base Templates: - Any single jobs (past or future) belong to base templates will be removed/deleted from the base template (the association between the job and the base template will be removed) - When the single jobs happen to be future jobs and belong to a base template, they will be cancelled and removed from the base template at the same time. - Group Jobs in Base Templates: - Group Attendee object: - Group attendees of any group jobs (past or future) that belong to base templates will be: - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Job Service Item object: - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Group attendees of any group jobs (past or future) that belong to base templates will be: - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Job object: - Future single jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready), will be cancelled (job status updated to Cancelled) with below information populated from the configurations for single jobs: - Cancellation reason - Cancellation note - IsBillable - Cancellation reason - Cancellation note - IsBillable - Job Service Item object: - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Job Allocation object: - Future job allocations of above single jobs that does not have one of these statuses (Deleted, Completed), will be deleted (job allocation status updated to Deleted) - The late cancellation process (Activities created for the Resources to get paid for) will kick in for the eligible jobs (read more about this [here](https://docs.google.com/document/d/12F8zpo3ZXHIHpBv2hhKdbeVihrPJ8M4BXaoXFauPkiM/edit?tab=t.0#heading=h.ogsmszonz1zv)). - Future single jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready), will be cancelled (job status updated to Cancelled) with below information populated from the configurations for single jobs: - Cancellation reason - Cancellation note - IsBillable - Cancellation reason - Cancellation note - IsBillable - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Future job allocations of above single jobs that does not have one of these statuses (Deleted, Completed), will be deleted (job allocation status updated to Deleted) - Group Attendee object: - Group attendees of future group jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready) will be cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Job Service Item object: - associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Group attendees of future group jobs that have one of these statuses (Queued, Pending Allocation, Pending Dispatch, Dispatched, Ready) will be cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Group clients of group event templates that have status equal to Active, will be removed/deleted. - Any single jobs (past or future) belong to base templates will be removed/deleted from the base template (the association between the job and the base template will be removed) - When the single jobs happen to be future jobs and belong to a base template, they will be cancelled and removed from the base template at the same time. - Group Attendee object: - Group attendees of any group jobs (past or future) that belong to base templates will be: - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Job Service Item object: - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Group attendees of any group jobs (past or future) that belong to base templates will be: - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Cancelled with below information populated from the configurations for group jobs: - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - _Cancelled group attendees will not be included in the replication process_ - Attended checkbox updated to False - Cancellation reason - Cancellation note - IsBillable - Associated JSIs will have the data populated in the below fields: - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable - Cancellation checkbox updated to True - Cancellation reason - Cancellation note - IsBillable **Debug log** - As the setting **_Client_Deceased_Log_Exception _**is enabled, the debug log can be used to monitor whether the process has been executed successfully or failed at any point. _**Notes**: Please contact your CSM or Tech Support or to [apacsucess@skedulo.com](mailto:apacsucess@skedulo.com) if requiring assistance with the debug log._ **Other use cases for consideration** - Use case 1: - Lumary packages might have triggers or logics that will automatically update the client’s status (for example when the “date of death” field is populated, the status will automatically change to Deceased) or in some cases, client’s status could also be manually updated to Deceased or Inactive by admins. - **The “Cancel Client” process can still be used just to cancel the jobs, the group attendees and clearing the association to the base templates.** - If the client’s status somehow has already been updated to expected value, the system will skip this action and continue on with the remaining. - Use case 2: - Client is only “on-hold” temporarily, only jobs within a certain timeframe will need to be cancelled. - A client on-hold handler process can be utilised instead (check out our [**User Guide**](https://auhealthcare.docs.skedulo.com/user-guides/overview?solution=215)). - Once client is removed from the “on-hold” status, jobs in the affected timeframe will be reactivated (jobs will be uncancelled). ### ?️ Issues Fixed - The issue has been fixed whereby additional fields are not displayed in Job Edit modal due to conditional display logic. - The issue has been fixed whereby the Apportionment field of group event jobs in the Timesheet Console did not allow schedulers to enter decimal numbers between 0 and 1. - The issue has been fixed whereby not all jobs required were replicated via Base Template replication function. - The issue has been fixed whereby the “Number of resources required” field on Salesforce’s edit job modal and “How many people are required” on Webapp’s job were not consistent. - The issue has been fixed whereby an error was displayed when trying to submit a timesheet in the Timesheet Console. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04t6I000003LMPB](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t6I000003LMPB) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6I000003LMPB](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6I000003LMPB) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v3-12/" type: "releaseNote" title: "AU Healthcare v3.12 is now available" version: "v3.12" date: "2025-02-18" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release adds notification controls to send emails to originators only, improves roster publishing speed via batch size adjustment, implements a value set for cancellation reasons, and fixes several Healthcare package access and UI issues." lastmod: "2025-08-07" --- # AU Healthcare v3.12 is now available Published February 18, 2025 · Updated August 7, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release adds notification controls to send emails to originators only, improves roster publishing speed via batch size adjustment, implements a value set for cancellation reasons, and fixes several Healthcare package access and UI issues. **⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will ensure a smooth and successful update.** ##### ICU Locale Format Update This version of the Healthcare package is compatible with the new Salesforce’s ICU Locale Format. The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. ##### Compatibility This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56 or greater - **Lumary:** 20.3.9 or greater - **Enrite Care Services:** 1.307 or greater No changes to package compatibility since the last release. ### ? What’s New ##### Sending Notifications to Originator To avoid sending replication, validation and publication emails to all members in the public group, a new configuration has been introduced to enable sending notifications to the originator only. The feature is applicable for the notifications sent for roster replication, validation and publication from the Scheduling Console, Resource Roster Console and Roster Management Console. **How to set up?** Go to Setup > Custom Settings > Skedulo Configs > new setting **Roster_Replication_Mail_To_Initiator**: - Set the value to “True” to enable sending emails to the originator - Set the value to “False” to remain sending emails to the public group (default value) ##### Improving the speed of Publishing Roster functionality A new setting has been introduced to adjust the number of resources that will be processed at a time when publishing a roster. Increasing the number in the setting will enhance the processing time, as a result, the roster will be published faster. **How to set up?** Navigate to Setup > Custom Settings > Skedulo Configs > new setting **Publish_Roster_Batch_Size**: - Use this setting and adjust the batch size to increase the number of resources being processed at a time. - The default value is 1. This is also the current batch size. **Consideration** It’s highly recommended to gradually increase the batch size while monitoring processing time, and settle on a batch size that meets your performance needs. This approach helps avoid overloading Salesforce’s resources. ##### Applying Value Set for Not_Create_SD_On_Cancelled_Job_Reason The Skedulo Healthcare Value Set solution has been implemented for current custom setting Not_Create_SD_On_Cancelled_Job_Reason to avoid the 255 character limitation. **How to set up?** Navigate to Setup > Custom Settings > Skedulo Healthcare Value Set > create new record(s) using **new category Not_Create_SD_On_Cancelled_Job_Reason**: - Each record in the Skedulo Healthcare Value Set should hold one value of the Cancellation Reason - The system now seeks the values from the Value Set first. If there are none, the system would then seek the values from the current custom setting. ### ?️ Issues Fixed - The issues related to upgrading the Healthcare package (version 3.1) have been fixed. - The issue has been fixed whereby users were not able to access the Service Management Console. - The issue has been fixed whereby the availability popup got frozen when opening from the consoles. ### ? Manual Installation Links **⚠️   Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bS80IAE](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bS80IAE) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bS80IAE](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bS80IAE) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v4-1/" type: "releaseNote" title: "AU Healthcare v4.1 is now available" version: "v4.1" date: "2025-04-08" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release introduces an automated worker termination process, auto-dispatching jobs in the Scheduling Console, Allied Health Calendar time controls, overlapping unavailability enhancements, and various bug fixes." lastmod: "2025-08-12" --- # AU Healthcare v4.1 is now available Published April 8, 2025 · Updated August 12, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release introduces an automated worker termination process, auto-dispatching jobs in the Scheduling Console, Allied Health Calendar time controls, overlapping unavailability enhancements, and various bug fixes. **⚠️ Important – When upgrading, it is possible to go directly to the latest version using the installation links below – there’s no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.** ##### ICU Locale Format Update This version of the Healthcare package is compatible with the new [Salesforce’s ICU Locale Format](https://help.salesforce.com/s/articleView?id=000380618&type=1). The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+. ##### Compatibility This package version requires the following mandatory packages in place before installation. - **Skedulo Core Package:** 102.56 or greater - **Lumary:** 20.39 or greater - **Enrite Care Services:** 1.307 or greater **Important – **If you are using one of the Award Interpretation packages, an upgrade in this package is also required to ensure compatibility with this version of the Healthcare package: - Easy Employer: [v4.2](https://www.skedulo.com/release-notes/skedulo-healthcare-easy-employer-v4-2/) - 2cloudnine: [v4.2](https://www.skedulo.com/release-notes/skedulo-healthcare-2c9-release-notes-v4-2/) - Employment Hero (formerly KeyPay): [v4.2](https://www.skedulo.com/release-notes/skedulo-healthcare-employment-hero-v4-2/) ### ? What’s New? ##### Worker Termination An automatic process is introduced to handle the case when a worker/resource has been terminated. This is a background process that will asynchronously update the status of the resource as well as automatically deallocate the resource from future jobs and cleanup the associated upcoming events. **How to set up?** - Setup > Custom Settings > Skedulo Configs > new setting **Enable_Resource_Termination** - Default value: **False** - Switch to **True** to enable the batch process - Setup > Custom Settings > Skedulo Configs > new setting **Resource_Termination_Date_Field** - Default value: skedhealthcare__Termination_Date__c - Use to define custom termination date field - **Healthcare Daily Scheduler batch** must be running - Installed automatically in recent versions - Verify under Setup > Scheduled Jobs > Healthcare Daily Scheduler ![Image 1](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-1.png) **Note:** Contact your CSM or [apacsucess@skedulo.com](mailto:apacsucess@skedulo.com) for help. **Initiating the process** - Populate the Termination Date field on the Resource record ![Image 2](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-2.png) - The daily batch finds active resources with a Termination Date and begins the process **Background actions to expect:** - _isActive_ set to False - Future Job Allocations status updated to Deleted - Future Resource Shifts deleted - Future Activities and (Un)availability deleted - Availability Pattern Resources end dates set to Termination Date - Availability Template Resources deleted **Other use cases** - Timesheets can’t be reviewed after deactivation — terminate after final payroll steps ##### Auto Dispatching Jobs in Scheduling Console - Drag-and-drop or update jobs in Scheduling Console now auto-dispatches - Other methods do not support auto-dispatch — use “Publish Schedule” instead **How to set up?** - Setup > Custom Settings > Skedulo Configs - Edit **Auto_Dispatch_Job_Settings**, append: **HSC=true** ![Image 3](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-3.png) - Set **Auto_Dispatch_Job** to **true** ![Image 4](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-4.png) ##### Controlling Calendar Start and End Time on Allied Health Calendar - Allows organization-wide settings for calendar hours - Overrides individual therapist preferences if defined ![Image 5](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-5.png) **How to set up?** - Setup > Custom Metadata Types > HC_Allied_Health_Calendar_Settings - **Calendar_Start_Time** - **Calendar_End_Time** ![Image 6](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-6.png) ##### Overlapping Unavailability and Cancelling Jobs Enhancements - Conflict modal added when scheduling overlaps unavailability - Cancel job flow now supports: - Reason input - Optional notes - Indication if billable ![Image 7](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-7.png) - Single bookings: cancel whole job - Group events: cancel individual attendee ##### **Asynchronous Process for Recurring Activities and Availability** - Handles large volumes by batching - New settings introduced: - **Save_Event_Batch_Size**: default 200 - **Save_Event_Batch_Threshold**: default 200 ![Image 8](https://assets.skedulo.com/assets/2025/06/skedulo-healthcare-v4.1-image-8.png) ### ?️ Issues Fixed - Unlock button now appears consistently - Client filter no longer throws server errors - Unallocated row performance improved - Job Modal loads fully before edits allowed - Leave shift calculation logic corrected - Drop Off Sequence field now in permission sets - Job replication now handles default values correctly ### ? Manual Installation Links **Salesforce administrators only** - **Sandbox:** [https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bScp](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bScp) - **Production:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bScp](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001bScp) Need Help? See [View and upgrade Skedulo Managed Packages](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-salesforce/view-and-upgrade-managed-packages/) on Skedulo Docs. --- --- url: "https://www.skedulo.com/release-notes/skedulo-healthcare-v5-2/" type: "releaseNote" title: "AU Healthcare v5.2 is now available" version: "v5.2" date: "2025-07-11" productAreas: ["AU Healthcare (Healthcare)","Healthcare Packages"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "This release lets you manage areas within a location. You can also delete base templates. Plus, you can save filters in the Allied Health Calendar. These are just a few of the exciting upgrades." lastmod: "2025-08-06" --- # AU Healthcare v5.2 is now available Published July 11, 2025 · Updated August 6, 2025 **Product areas:** AU Healthcare (Healthcare), Healthcare Packages **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce This release lets you manage areas within a location. You can also delete base templates. Plus, you can save filters in the Allied Health Calendar. These are just a few of the exciting upgrades. **What’s New** - Job allocation – Account and location excluded resources enhancement - ​Managing areas (units) in a location - Deleting base templates and base rosters - Base template auto replication – Flexibility enhancement - Saved filters on Allied Health Calendar - ​Standalone Healthcare package **Issues Fixed** - Several issues fixed in Job Creation/Allocation, Group Events, Scheduling Console, Allied Health Calendar, Timesheet Console and many more. --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-58-0/" type: "releaseNote" title: "Skedulo Package Release Notes v102.58.0" version: "v102.58.0" date: "2023-07-23" productAreas: ["Platform"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Skedulo Package v102.58.0 has been released with enhancements." lastmod: "2023-07-23" --- # Skedulo Package Release Notes v102.58.0 Published July 23, 2023 **Product areas:** Platform **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Skedulo Package v102.58.0 has been released with enhancements. **Requires manual installation** This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See Manual Installation Links). Package testing should be completed and the package installed in your production environment as required. **What’s New?** Permission checking mechanisms are updated so that the object and field permissions for operations performed through Skedulo system match those performed directly in Salesforce for the same user. In particular, the following usage scenarios now work correctly: - A user without Edit permission on a field is not able to set the field to null. - A user with Create permission, but without Edit permission on an object, is able to insert records of the object. Four optional custom fields have been added to Resource object: - Working Hours Time Period of type picklist - Working Hours Start of type Date - Working Hours Min of type Number - Working Hours Max of type Number **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LkdM](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LkdM) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LkdM](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LkdM) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-59-0/" type: "releaseNote" title: "Skedulo Package Release Notes v102.59.0" version: "v102.59.0" date: "2023-09-13" productAreas: ["Platform"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Skedulo Package v102.59.0 has been released with enhancements." lastmod: "2023-09-13" --- # Skedulo Package Release Notes v102.59.0 Published September 13, 2023 **Product areas:** Platform **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Skedulo Package v102.59.0 has been released with enhancements. **Award Interpreter integration customers** Customers who use Award Interpreter integrations, such as Easy Employer, SAGE (2C9), and KeyPay, should not install this version of the Skedulo Package. Instead, please use Skedulo Package Release Notes v102.58.0 (7.24.2023). **Requires manual installation** This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See **Manual Installation Links**). Package testing should be completed and the package installed in your production environment as required. **What’s New?** - A validation rule has been created to ensure that Primary Region on Resource object is not null. This will be applied when a Resource record is created or updated. Also, the default Resource page layout has been updated to mark Primary Region as a required field. - The default streaming method used to provide data for background processes in Skedulo has been changed from Platform events to Polling. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LluZ](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LluZ) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LluZ](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LluZ) --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-60-0/" type: "releaseNote" title: "Skedulo Package Release Notes v102.60.0" version: "v102.60.0" date: "2025-01-20" productAreas: ["Platform"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Skedulo Package v102.60.0 has been released to include recent security best practices." lastmod: "2025-01-20" --- # Skedulo Package Release Notes v102.60.0 Published January 20, 2025 **Product areas:** Platform **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Skedulo Package v102.60.0 has been released to include recent security best practices. **Requires manual installation** This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See **Manual Installation Links**). Package testing should be completed and the package installed in your production environment as required. **What’s New?** The Salesforce package has been updated to include recent security best practices. It is important to thoroughly test the new version to ensure compatibility and avoid potential side effects. If any issues or unexpected behavior are identified during testing, please report them promptly for investigation and resolution. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LlyC](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LlyC) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LlyC](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000007LlyC) _Please note: You must be a Salesforce Administrator to install this package._ --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-61-0/" type: "releaseNote" title: "Skedulo Package Release Notes v102.61.0" version: "v102.61.0" date: "2025-01-20" productAreas: ["Platform"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce"] description: "Skedulo Package v102.61.0 has been released accomodating Salesforce’s enforcement of ICU locale formats starting Summer ’25. This upgrade is optional." lastmod: "2025-01-20" --- # Skedulo Package Release Notes v102.61.0 Published January 20, 2025 **Product areas:** Platform **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce Skedulo Package v102.61.0 has been released accomodating Salesforce’s enforcement of ICU locale formats starting Summer ’25. This upgrade is optional. **Important** This version also includes the changes introduced in v102.60. If upgrading from a version earlier than 102.60, it is crucial to thoroughly test the new version to ensure compatibility and prevent potential side effects. **Requires manual installation** This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See **Manual Installation Links**). Package testing should be completed and the package installed in your production environment as required. **What’s New?** Salesforce will enforce ICU locale formats starting Summer ’25. While this change is unlikely to impact our package, we have proactively upgraded related components (such as Apex Classes, VF pages, etc.) to the latest API version (62.0) as a best practice. This upgrade is optional, and customers are not required to adopt it. **Manual Installation Links** **Sandbox: **[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007GfTB](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007GfTB) **Production: **[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007GfTB](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007GfTB) --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-63-0-05-06-2025/" type: "releaseNote" title: "Skedulo Package Release Notes v102.63.0" version: "v102.63.0" date: "2025-06-05" sandboxReleaseDate: "| June 5th, 2025 |" productionReleaseDate: "| June 5th, 2025 |" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "Skedulo Package v102.63.0 fixes a Salesforce issue that could cause queries to fail when run by the Automated Process user. Manual installation required." lastmod: "2025-06-23" --- # Skedulo Package Release Notes v102.63.0 Published June 5, 2025 · Updated June 23, 2025 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo On Salesforce Skedulo Package v102.63.0 fixes a Salesforce issue that could cause queries to fail when run by the Automated Process user. Manual installation required. **What’s new?** - Fix for a [Salesforce issue](https://help.salesforce.com/s/issue?id=a028c00000zHxy3AAC) that may cause queries to fail when an operation is performed by Automated Process user. **​** **Release dates** | Sandbox Release Date | June 5th, 2025 | | --- | --- | | Production Release Date | June 5th, 2025 | This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See **Manual Installation Links**). We recommend following appropriate testing in Sandbox environments prior to installation in production. **Manual Installation Links** | Sandbox: | https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007Gwgn | | --- | --- | | Production: | https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007Gwgn | --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-64-1/" type: "releaseNote" title: "Skedulo Package Release Notes v102.64.1" version: "v102.64.1" date: "2025-09-10" sandboxReleaseDate: "| September 5th, 2025 |" productionReleaseDate: "| September 5th, 2025 |" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "Improved validation for activity records; New fields for ResourceTags and RecurringSchedules; New RecordFilter object." lastmod: "2025-09-10" --- # Skedulo Package Release Notes v102.64.1 Published September 10, 2025 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo On Salesforce Improved validation for activity records; New fields for ResourceTags and RecurringSchedules; New RecordFilter object. **What’s new?** - ​**Activity Start/End Date Validation:** Prevents creation of activities where the start datetime is later than the end datetime. - **ResourceTags Start Date:** Added a new Start Date field to support resource tag expiration, with validation to ensure Start Date < Expiry Date. - **RecurringSchedules Pattern Field:** Added the Pattern field to the RecurringSchedules object to align with Pulse and ensure cross-platform consistency. - **Record Filter Object:**Introduced a new object in the Salesforce data model to support advanced record filtering. **​Release dates** | Sandbox Release Date | September 5th, 2025 | | --- | --- | | Production Release Date | September 5th, 2025 | This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See **Manual Installation Links**). We recommend following appropriate testing in Sandbox environments prior to installation in production. **Manual Installation Links** | Sandbox: | ​https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007MD8E​ | | --- | --- | | Production: | ​https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007MD8E​ | --- --- url: "https://www.skedulo.com/release-notes/skedulo-package-release-notes-v102-64-2/" type: "releaseNote" title: "Skedulo Package Release Notes v102.64.2" version: "v102.64.2" date: "2025-12-03" sandboxReleaseDate: "October 2nd, 2025" productionReleaseDate: "October 2nd, 2025" productAreas: ["Platform"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce"] description: "Bug fix to address an issue that was stopping some customers from upgrading to v102.64.1" lastmod: "2025-12-03" --- # Skedulo Package Release Notes v102.64.2 Published December 3, 2025 **Product areas:** Platform **Roles:** Administrators **Platforms:** Skedulo On Salesforce Bug fix to address an issue that was stopping some customers from upgrading to v102.64.1 **Bug fix** Some customers experienced issues upgrading from v102.64.1 due to a permissions issue related to the in the new sked__Record_Filter__c object. This version adds read-only permission for this object to the Baseline_Permission_Set, which resolves the issue. If you were unable to install v102.624.1, please install v102.64.2 instead. **Release dates** - Sandbox release date: October 2nd, 2025 - Production release date: October 2nd, 2025 This release of the Skedulo for Salesforce managed package will not be proactively pushed to customer orgs by Skedulo and requires manual installation to enable the changes mentioned in these notes (See **Manual Installation Links**). We recommend following appropriate testing in Sandbox environments prior to installation in production. **Manual installation links** - Sandbox: ​[https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007MD8J](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007MD8J)​ - Production: ​[https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007MD8J](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007MD8J)​ --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-3-21-0/" type: "releaseNote" title: "Skedulo Plus 3.21.0" date: "2025-12-10" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.20.1 is now published in stores and will be fully available by December 16" lastmod: "2025-12-10" --- # Skedulo Plus 3.21.0 Published December 10, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.20.1 is now published in stores and will be fully available by December 16 **New features & enhancements** - **Simplified job tasks (Android): **Tasks can now be checked off directly from the job detail screen. The “Edit” button has been removed. - **Shift display timer: **For customers using our Shift capability, mobile users can now see a real-time timer showing shift duration once a shift has started. **Performance & stability improvements** - ​Improved messaging when updating a task that has already been deleted. - ​Fixed an issue where jobs could still be updated after being declined in offline mode. - ​iOS: Resolved the app becoming non-responsive when uploading 10+ photos on iOS 26. - ​Android: Fixed an issue preventing edits to integer-type custom fields in job detail. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-3-22-0/" type: "releaseNote" title: "Skedulo Plus 3.22.0" date: "2026-03-16" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.22.0 is now published in stores and will be fully available by March 23" lastmod: "2026-03-16" --- # Skedulo Plus 3.22.0 Published March 16, 2026 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.22.0 is now published in stores and will be fully available by March 23 **New features & enhancements** - **Signature label**: Resources can now assign a specific name to a signature when capturing it. This ensures knowing who has signed for what jobs. - **Hiding map from Agenda**: Administrators now have the option to hide the map on the Agenda page, offering resources a simplified interface. - **Shift confirmation prompt**: To prevent accidental taps, we’ve added a confirmation prompt when starting or ending shifts and breaks for users who work with shifts. - **Landscape mode in tablet (Android)**: We have optimized the app for Android tablets, allowing users to work comfortably in horizontal (landscape) orientation. **Bug fixes** - Fixed several issues with dark mode in iOS - Fixed several minor shift UX issues in iOS --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-3-23-0/" type: "releaseNote" title: "Skedulo Plus 3.23.0" date: "2026-05-21" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Skedulo Plus v3.23.0 is now published in stores and will be fully available by May 27" lastmod: "2026-06-08" --- # Skedulo Plus 3.23.0 Published May 21, 2026 · Updated June 8, 2026 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users, Schedulers **Platforms:** Skedulo Pulse Platform Skedulo Plus v3.23.0 is now published in stores and will be fully available by May 27 ### New features & enhancements - **Mandatory signatures:** Admins can now require a customer signature before a job is allowed to be marked complete, configurable per job type, so it only applies where it matters. - **Smarter “done for today” alerts:** The end-of-day notification now fires only when all jobs are complete, eliminating duplicate prompts after every completed visit. - **Enterprise-grade security controls:** Admins can now enable settings for Skedulo Plus that prevent users from taking screenshots or backing up app data on their devices. This helps organisations in regulated industries keep sensitive job and customer information secure and stored only on managed devices. These settings are available per tenant and are turned off by default. - **Stability improvements**: A platform-level fix has resolved a long-standing source of app hangs on iOS, and we’ve added new diagnostics to keep raising the bar on reliability. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-app-lock/" type: "releaseNote" title: "Skedulo Plus – App Lock" date: "2024-04-07" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now enable app lock in Skedulo Plus to restrict access to the app while they are not actively using it." lastmod: "2024-04-07" --- # Skedulo Plus – App Lock Published April 7, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now enable app lock in Skedulo Plus to restrict access to the app while they are not actively using it. We have added new App Lock feature in **More > Settings. **This allows users to set their own frequency of how quick the Skedulo Plus app should be locked if it is not being used. This feature aims to add an extra layer of security to the Skedulo Plus app. When enabled, users must unlock the app using their credentials whenever Skedulo has been not in use. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-create-multiple-time-slots-in-recurring-availability-patterns/" type: "releaseNote" title: "Skedulo Plus – Create multiple time slots in recurring availability patterns" date: "2024-12-06" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus users are now able to add multiple time slots per day when creating recurring availability patterns." lastmod: "2024-12-06" --- # Skedulo Plus – Create multiple time slots in recurring availability patterns Published December 6, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus users are now able to add multiple time slots per day when creating recurring availability patterns. Note that the added time slots can not overlap and a maximum of four time slots per day can be configured. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-data-sync-ux-enhancements/" type: "releaseNote" title: "Skedulo Plus – Data Sync UX Enhancements" date: "2024-08-02" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have made several incremental enhancement to improve the user experience around data sync" lastmod: "2024-08-02" --- # Skedulo Plus – Data Sync UX Enhancements Published August 2, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have made several incremental enhancement to improve the user experience around data sync We have added several enhancements to improve our user experience on data syncing in 3.7.0. These includes: – A sync progress bar at the bottom of the page when users login the app, pull to refresh, or reopen app from the background. This is meant to inform users when their data are ready and most up to date for them to start working. – Auto-reloading with sync progress bar when users open a job. This is meant to always keep users most up to date on the job data without the need to always have to remember to manually pull to refresh. ​For more information, check out our [release note](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-Release-Notes-v3-7-0-08-01-2024) and [support documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/offline-mode/). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-deep-links-to-native-pages/" type: "releaseNote" title: "Skedulo Plus – Deep links to native pages" date: "2024-07-08" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users are now able to conveniently access Skedulo Plus via app links from outside the app." lastmod: "2024-07-08" --- # Skedulo Plus – Deep links to native pages Published July 8, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users are now able to conveniently access Skedulo Plus via app links from outside the app. We now support app linking to Skedulo Plus native pages from outside the apps. The app link scheme for Skedulo Plus apps remain the same as V2 apps: **skedulox://** - skedulox://agenda – Launches app to Agenda screen - skedulox://job/{jobId} -Launches app to Agenda screen and navigates to Job Details screen of the specified Job id E.g, skedulox://job/a0K8a00000igdqgEAA - skedulox://notifications – Launches app and switches to the Notifications tab - skedulox://work/unaccepted – Launches app and switches to Notifications tab, navigates into Unaccepted Work screen - skedulox://offers/{status} – Launches app and switches to Notifications tab, navigates into Offers screen of the relevant status E.g, skedulox://offers/open - skedulox://messages – Launches app and opens the Messages tab For more information, check out our [release note](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-v3-6-0-07-03-2024) and [support documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/plus-app-linking/). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-edit-resource-profile/" type: "releaseNote" title: "Skedulo Plus – Edit resource profile" date: "2024-07-08" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now edit their phone number and address to keep them up to date and accurate for scheduling. This ability can be turned on or off by admins via a web app setting." lastmod: "2024-07-08" --- # Skedulo Plus – Edit resource profile Published July 8, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now edit their phone number and address to keep them up to date and accurate for scheduling. This ability can be turned on or off by admins via a web app setting. Mobile users can now edit their phone number and address in Skedulo Plus app. In **More**, click on the profile icon to open the resource profile page. Click on **Edit profile** button to modify phone number and/or address. Make sure to choose the matching address from the search box drop-down. We also introduced a new web-app setting, under **Mobile settings > Other settings: Enable resources to edit their resource profile details (Skedulo Plus only). **This setting allows admins to control whether they want their resources to be able to update resource profiles or not.​ --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-expandable-map-on-the-agenda-screen/" type: "releaseNote" title: "Skedulo Plus – Expandable map on the Agenda screen" date: "2025-01-23" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus users can now expand the map on the Agenda screen to interact with it more easily in full-screen mode." lastmod: "2025-01-23" --- # Skedulo Plus – Expandable map on the Agenda screen Published January 23, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus users can now expand the map on the Agenda screen to interact with it more easily in full-screen mode. On the Agenda screen, mobile users can tap anywhere on the map on any given day to expand it to full view. From there they can zoom in, zoom out, or drag the map to their preferred place for better visibility of their job and activity locations. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-extension-metadata-configurable-in-web-app/" type: "releaseNote" title: "Skedulo Plus extension metadata configurable in web app" date: "2024-10-15" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admin users now have the ability to install Skedulo Plus mobile app extensions and configure extension metadata from within the Skedulo web app." lastmod: "2024-10-15" --- # Skedulo Plus extension metadata configurable in web app Published October 15, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admin users now have the ability to install Skedulo Plus mobile app extensions and configure extension metadata from within the Skedulo web app. Previously, when a mobile extension was installed in a team, admin users could only view it in the web app, without the ability to edit or uninstall it. This new feature introduces a new **Mobile extensions** page in the Skedulo web app, which allows admin users to do the following: - **Configure extension metadata**: Admins can customize the extension’s name, description, visibility, and display order to better suit their needs. - **Install or uninstall extensions**: Extensions can now be easily installed or uninstalled, which gives admins the power to make them available to mobile app users or remove them as needed. This update provides greater control and flexibility, which allows admins to seamlessly manage mobile extensions to fit their workflows. This feature is now available for all customers who are using the Skedulo Plus app. As part of this update, the ‘Mobile Forms’ screen now shows only Form Builder forms. All low-code extensions built with MEX are now displayed in the new ‘Mobile Extensions’ screen. For more information, see: [Configure and install Skedulo Plus mobile extensions](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/extend-with-extensions/mobile-extensions/dynamic-metadata/). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-job-field-picklist-dependencies/" type: "releaseNote" title: "Skedulo Plus – Job Field Picklist Dependencies" date: "2024-08-29" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Picklist Field Dependencies are now supported for the Job object in Skedulo Plus" lastmod: "2024-08-29" --- # Skedulo Plus – Job Field Picklist Dependencies Published August 29, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Picklist Field Dependencies are now supported for the Job object in Skedulo Plus We now support picklist field dependencies for Job object’s fields in Skedulo Plus 3.8.0. For more detail of how to set up picklist dependencies, refer to our [support documentation](https://docs.skedulo.com/developer-guides/customize-and-extend/create-and-customize-forms-objects-fields/customize-and-modify-skedulo-picklist-values/modify-picklist-items-and-field-dependencies/). A common example where this can be applied in the mobile app is to show different abort reasons by job type when users cancel jobs, by setting up dependencies between fields _AbortReason_ and _Type._ For more information, check out our [release note](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-Release-Notes-v3-8-0-08-29-2024). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-job-offer-card-customization/" type: "releaseNote" title: "Skedulo Plus – Job offer card customization" date: "2024-12-06" productAreas: ["Mobile App"] roles: ["Administrators"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now customize the content of mobile app job offer cards by job type." lastmod: "2024-12-06" --- # Skedulo Plus – Job offer card customization Published December 6, 2024 **Product areas:** Mobile App **Roles:** Administrators **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now customize the content of mobile app job offer cards by job type. We have implemented a new setting in the web app, under **Mobile settings > Mobile layouts > Offers**, that enables admins to configure the content of the job offer cards in the Skedulo Plus app. This in turn makes it easier for mobile users to see important information specific to each job offer and make better decisions when accepting or declining them. There are two approaches to customizing the job offer cards: - **Customize the default layout for all job types**: These settings will apply if there is no job-type-specific configuration, or you can click **Reset **to revert this customization to Skedulo’s system default. - **Customize the layout for a specific job type**: You can edit the layout for a specific job type. A **Customized **badge will display next to the job type to indicate that it has been customized. You can also click **Reset to default **if you want to revert this customization to default layout. Please note that it takes approximately 5 minutes for settings changes to be reflected in the Skedulo Plus app. We support adding fields from the Job object, including custom fields, that are marked as visible in mobile. In addition, several other objects’ fields are also supported, including Account name, Contact name, and Location. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-map-on-the-job-details-screen-is-now-expandable/" type: "releaseNote" title: "Skedulo Plus – Map on the job details screen is now expandable" date: "2025-02-28" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus users can now expand the map on the job details screen to interact with it more easily in full-screen mode." lastmod: "2025-04-17" --- # Skedulo Plus – Map on the job details screen is now expandable Published February 28, 2025 · Updated April 17, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus users can now expand the map on the job details screen to interact with it more easily in full-screen mode. On the job details screen, mobile users can tap anywhere on the map to expand it to full view. From there, they can zoom in, zoom out, or drag the map to their preferred position for better visibility of their job location. They can also navigate to the job from this expanded view via the **Navigate to address** button in the top-right corner of the screen. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-now-supports-v2-custom-forms-closed-beta/" type: "releaseNote" title: "Skedulo Plus now supports v2 custom forms (Closed beta)" date: "2024-10-04" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Admins can now enable v2 custom forms to be visible and usable directly in Skedulo Plus." lastmod: "2024-10-04" --- # Skedulo Plus now supports v2 custom forms (Closed beta) Published October 4, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Admins can now enable v2 custom forms to be visible and usable directly in Skedulo Plus. To help upgrade customers from the Skedulo v2 mobile app to Skedulo Plus, we now have a feature that allows existing v2 custom forms to be accessed directly in Skedulo Plus. In general, these forms will work similarly to how they work in v2. This is a closed-beta feature, so please consult with your CSM for further information. Once this feature is enabled, admins can navigate to the web app **Settings > Developer tools > Custom forms** to see the list of available forms and a new column named **Enable in Skedulo Plus**. By default, this column’s values are **_Disabled_** for all forms. – To enable a form to be available in Skedulo Plus, click the vertical ellipse icon next to the form and then click **Enable in Skedulo Plus.** The red cross will change to a green check. – To disable a form so that it is no longer available in Skedulo Plus, click the vertical ellipsis icon next to the form and then click **Disable in Skedulo Plus. **The green check will change to a red cross. For more information, check out our [documentation](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-plus/enable-v2-custom-form/). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-patch-release-3-8-1/" type: "releaseNote" title: "Skedulo Plus – Patch Release 3.8.1" date: "2024-09-16" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have released a patch version 3.8.1 to address several issues to unblock customers for upgrading to Skedulo Plus" lastmod: "2024-09-16" --- # Skedulo Plus – Patch Release 3.8.1 Published September 16, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have released a patch version 3.8.1 to address several issues to unblock customers for upgrading to Skedulo Plus In release, we have made several enhancements, including: – Optimized the V2 custom form loading speed in iOS – Fixed the signature file format when saving in iOS – Fixed an issue when users were unexpectedly logged out under poor connectivity condition in iOS – Fixed an issue when attachments with null contentType were not displayed in Android --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-push-notifications-for-dynamic-messaging/" type: "releaseNote" title: "Skedulo Plus – Push notifications for Dynamic Messaging" date: "2025-01-22" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Push notifications are now supported for Dynamic Messaging in Skedulo Plus to keep mobile users updated with new messages." lastmod: "2025-01-22" --- # Skedulo Plus – Push notifications for Dynamic Messaging Published January 22, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Push notifications are now supported for Dynamic Messaging in Skedulo Plus to keep mobile users updated with new messages. Mobile users can now receive push notifications for incoming messages via the Dynamic Messaging add-on product. Note that Dynamic Messaging only works online, so users will receive notifications only when they have an active network connection. For Android users, push notifications are received only when the app is running in the background. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-recurring-unavailability-management/" type: "releaseNote" title: "Skedulo Plus – Recurring unavailability management" date: "2025-03-31" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now create their own weekly recurring unavailability patterns to notify their organization of their unavailable work hours." lastmod: "2025-03-31" --- # Skedulo Plus – Recurring unavailability management Published March 31, 2025 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now create their own weekly recurring unavailability patterns to notify their organization of their unavailable work hours. Previously, mobile users could only create recurring availability via the Mobile app. With this updated, they can now create recurring unavailability as well. To control this capability for your mobile users, admins can use the new setting in the Skedulo web app under **Settings > Mobile app configuration > Mobile Settings > Availability > Allow resources to create their own recurring unavailabilities. **This setting is disabled by default. When this feature is enabled, mobile users will see an option to create** Recurring unavailability **in the Skedulo Plus app. When creating recurring unavailability patterns, mobile users can add multiple time slots per day. However, users can only add up to four time slots per day, and time slots cannot overlap.​ This gives admins more flexibility in controlling how much availability management they want their mobile users to have. It also gives mobile users more flexibility in controlling their availability. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-setting-for-displaying-estimated-travel-time-and-distance-on-the-agenda-screen/" type: "releaseNote" title: "Skedulo Plus – Setting for displaying estimated travel time and distance on the Agenda screen" date: "2025-01-22" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new mobile setting is now available for admins to control whether the Skedulo Plus app displays estimated travel times and distances between jobs and activities for the current day in the Agenda view." lastmod: "2025-01-22" --- # Skedulo Plus – Setting for displaying estimated travel time and distance on the Agenda screen Published January 22, 2025 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new mobile setting is now available for admins to control whether the Skedulo Plus app displays estimated travel times and distances between jobs and activities for the current day in the Agenda view. We have implemented a new setting under **Mobile layouts > Agenda > Display estimated travel times and distances between jobs and activities for the day.** This setting is enabled by default. When it is enabled, the Skedulo Plus app displays the estimated travel time and distance between jobs and activities scheduled for the current day in the Agenda view. This update accommodates customers who have a specific business definition of how these values are presented. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-setting-for-location-tracking-permission-requests/" type: "releaseNote" title: "Skedulo Plus – Setting for location tracking permission requests" date: "2024-12-13" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A new mobile setting for admins to control whether the Skedulo Plus app will prompt mobile users for permission to track their location or not." lastmod: "2024-12-13" --- # Skedulo Plus – Setting for location tracking permission requests Published December 13, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A new mobile setting for admins to control whether the Skedulo Plus app will prompt mobile users for permission to track their location or not. We have implemented a new setting under **Mobile settings > Other settings > Prompt users to allow location access.** This setting is enabled by default. When it is off, users won’t be asked to turn on location tracking in Skedulo Plus, and hence their location will never be accessed by the Skedulo mobile or web app. This is to accommodate organizations that do not have location tracking as a crucial part of workflows. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-shift-calendar/" type: "releaseNote" title: "Skedulo Plus – Shift Calendar" date: "2024-08-29" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Shift calendar is now available in Skedulo Plus to give users a quick access to their weekly shift schedules." lastmod: "2024-08-29" --- # Skedulo Plus – Shift Calendar Published August 29, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Shift calendar is now available in Skedulo Plus to give users a quick access to their weekly shift schedules. Shift calendar is now available in Skedulo Plus 3.8.0. User can access it either via the Shifts tab in the bottom navigation menu or via the Shifts section in More. In order for this to be visible in mobile app, admins need to enable Shifts via Web app configuration > General Shift calendar displays weekly view (e.g., Sunday – Saturday) with total scheduled hours of each week. It has the same visibility period as the Availability calendar period, which can be set by admin via the **Set visibility period for availability in the calendar view **in Mobile Settings. Users can easily see which shifts they have, shift statuses, and can click on the shift to access Shift detail. Overnight shifts are indicated with a moon icon. For more information, check out our [release note](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-Release-Notes-v3-8-0-08-29-2024) and [support documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/manage-shifts/view-shifts/). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-shift-details-and-shift-offers/" type: "releaseNote" title: "Skedulo Plus – Shift Details and Shift Offers" date: "2024-08-02" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Shift details and shift offers are now available in Skedulo Plus to accommodate customers whose operations rely on the Shift model." lastmod: "2024-08-02" --- # Skedulo Plus – Shift Details and Shift Offers Published August 2, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Shift details and shift offers are now available in Skedulo Plus to accommodate customers whose operations rely on the Shift model. We have added Shift details and shift offer flows in Skedulo Plus 3.7.0. This will allow mobile users to view and execute their shift details on the Agenda, as well as to receive, claim, or decline their shift offers sent to them by schedulers or admins. Shifts will be displayed at the top of the Agenda. Users can click the **Start** and **End** buttons to start and end shift, and keep track of their breaks by hitting up the **Start Break **and **End Break** buttons. Shift offers are displayed in the Offers tabs. A new offer will be in the Open tab, a successfully claimed offer will be in the Successful tab, and an offer that is no longer available will be in the Expired tab. Users need to be online to claim or decline shift offers. ​For more information, check out our [release note](https://support.skedulo.com/s/article/Skedulo-Plus-Mobile-App-Release-Notes-v3-7-0-08-01-2024) and support documentation for [Managing shifts](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/manage-shifts/), [Shift offers](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/manage-shifts/), and [Shift notifications](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/shift-notifications/). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-timer-based-proximity-notifications/" type: "releaseNote" title: "Skedulo Plus – Timer Based Proximity Notifications" date: "2024-10-04" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Mobile users can now receive reminder notifications to start or complete their upcoming jobs when they are close to the scheduled start times." lastmod: "2024-10-04" --- # Skedulo Plus – Timer Based Proximity Notifications Published October 4, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Mobile users can now receive reminder notifications to start or complete their upcoming jobs when they are close to the scheduled start times. Timer-based proximity notifications are now available in **_Skedulo Plus 3.9.0 _**to send reminders to mobile users when the time is close to job scheduled start and scheduled end times. This feature can be enabled via **Mobile Settings > Enable proximity notifications. **When it is enabled, mobile users will be notified via messages popped up in-app or via push notifications to remind them to: - Start their jobs 10 minutes before, at scheduled time, and 10 minutes after the scheduled start time if they have not started the jobs. - Complete their jobs at scheduled time and 10 minutes after the scheduled end time if they have not completed their jobs. For more information please check out our [documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/manage-job-reminders/).​ ​ **​** --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-total-daily-scheduled-work-time-in-agenda-screen/" type: "releaseNote" title: "Skedulo Plus – Total daily scheduled work time in Agenda screen" date: "2024-12-06" productAreas: ["Mobile App"] roles: ["Administrators","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The total scheduled work time for each day is now displayed on the Skedulo Plus mobile app Agenda screen." lastmod: "2024-12-06" --- # Skedulo Plus – Total daily scheduled work time in Agenda screen Published December 6, 2024 **Product areas:** Mobile App **Roles:** Administrators, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The total scheduled work time for each day is now displayed on the Skedulo Plus mobile app Agenda screen. Skedulo admins can now control the display of the total time scheduled for work in the Skedulo Plus Agenda. The setting is enabled by default and can be changed in **Mobile settings > Mobile layouts > Agenda > Display total scheduled job duration in Agenda.** When enabled, the total scheduled duration of all work for the day will be shown in the Agenda. Please note that these metrics pertain solely to jobs and do not include shifts or activities. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-15-0-is-now-available/" type: "releaseNote" title: "Skedulo Plus v3.15.0 is now available" version: "v3.15.0" date: "2025-04-29" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.15.0 has been released with new enhancements and bug fixes." lastmod: "2025-04-29" --- # Skedulo Plus v3.15.0 is now available Published April 29, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.15.0 has been released with new enhancements and bug fixes. **Enhancements** - Added the ability to copy and paste information from Contact, Account, and Resource. See [View work details](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/view-job-details/#work-item-with-multiple-resources).​ - Displayed push notifications while the app is in the foreground on Android devices to keep resources informed about changes related to their jobs. See [Manage job notifications](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/manage-job-reminders/).​ - Informed users about the difference between the resource’s local and job time zones in the Agenda screen. **Bug fixes** - Fixed voice over and large text accessibility layout issues (iOS). - Fixed issue where cancelling a job removes the resource name (iOS & Android). - Several stabilization and performance enhancements. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-15-1-is-now-available/" type: "releaseNote" title: "Skedulo Plus v3.15.1 is now available" version: "v3.15.1" date: "2025-05-14" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.15.1 has been released with new enhancements and bug fixes." lastmod: "2025-05-22" --- # Skedulo Plus v3.15.1 is now available Published May 14, 2025 · Updated May 22, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.15.1 has been released with new enhancements and bug fixes. **Enhancements** - Suggested the correct address for navigation when geolocation was missing or invalid. - Mobile users can now long press on the Address to see the navigate options. ​**Bug fixes**​ - Fixed an issue with saving job tasks when the list of tasks was long. - Removed itsupport@skedulo.com from the CC field when mobile users submitted a support ticket from Skedulo Plus (Android only). --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-16-0-is-now-available/" type: "releaseNote" title: "Skedulo Plus v3.16.0 is now available" version: "v3.16.0" date: "2025-05-28" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.16.0 has been released with new enhancements and bug fixes." lastmod: "2025-05-28" --- # Skedulo Plus v3.16.0 is now available Published May 28, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.16.0 has been released with new enhancements and bug fixes. **Enhancements** - Added the ability to sort and filter job offers. Mobile users can now sort job offers using various sorting options, and choose to show or hide past offers or those pending approval. Refer to [this documentation](https://docs.skedulo.com/user-guides/mobile-guide/skedulo-plus-mobile-guide/manage-work-in-skedulo-plus/view-job-offers/). - The Availability screen now auto-refreshes when users create, edit, or delete availabilities. **Bug Fixes**​ - Fixed an issue where job status would revert. - Fixed an issue where jobs would disappear unexpectedly. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-16-1-is-now-available/" type: "releaseNote" title: "Skedulo Plus v3.16.1 is now available" version: "v3.16.1" date: "2025-06-05" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.16.1 has been released with performance enhancements and bug fixes." lastmod: "2025-06-23" --- # Skedulo Plus v3.16.1 is now available Published June 5, 2025 · Updated June 23, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.16.1 has been released with performance enhancements and bug fixes. This release includes performance improvements and a key bug fix: - **For iOS:** Improved error handling to enhance troubleshooting support. - **For Android:** Improved app performance when uploading large attachments. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-17-0-is-now-available/" type: "releaseNote" title: "Skedulo Plus v3.17.0 is now available" version: "v3.17.0" date: "2025-06-30" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.17.0 has been released with performance enhancements and bug fixes." lastmod: "2025-06-30" --- # Skedulo Plus v3.17.0 is now available Published June 30, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.17.0 has been released with performance enhancements and bug fixes. **Enhancements** - **New task-saving experience**: Updated design and behavior of the Job Tasks section on the Job Details screen. When a task is editable, users can edit its status by clicking the Edit button and then save all changes by clicking Save. - **Copy job notes**: Job notes can now be copied, either from the notes editor pop-up or by long-pressing in read-only view on the Job Details screen. - **Recurring jobs indicator**: Jobs that are part of a recurring schedule will now be clearly indicated in Agenda, Job Details, and Notifications screen. - **Accessibility improvements**: Enhanced voiceover support and large text compatibility on the Agenda screen (iOS only). - **Timezone display**: A new user setting allows showing timezone info next to job start/end times in Agenda screen. - **Performance boost**: Improvement to the Notifications > Offers screen for a smoother experience. **Bug Fixes** - Fixed an issue where job task statuses were reverting unexpectedly. - Resolved an issue where job notes weren’t saving, which prevented resources from completing jobs. - Fixed a display issue with text area fields containing HTML tags. Update your app now to start using the new features and improvements! --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-18-0-is-now-available/" type: "releaseNote" title: "Skedulo Plus v3.18.0 is now available" version: "v3.18.0" date: "2025-08-04" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.18.0 has been released with enhancements and bug fixes." lastmod: "2025-08-06" --- # Skedulo Plus v3.18.0 is now available Published August 4, 2025 · Updated August 6, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.18.0 has been released with enhancements and bug fixes. **Enhancements** - **Improved recurring schedule experience: **When accepting a job that is part of a recurring series, users can now click on the “View details” button to see the pattern of the series. This provides better context and helps with planning and decision-making. - **Dark mode for mobile extensions: **We’ve introduced dark mode, making it easier to see and use in low light. This change improves accessibility and comfort for users. - **Performance enhancement**: Improved data loading times in Custom Forms, Activities, and Job Offers screens. **Bug Fixes** - Resolved an edge case where travel distance wasn’t auto-populated. This happened when a resource had jobs assigned but wasn’t set as available. - Fixed an issue where the recurring schedule banner didn’t display correctly in dark mode. - Fixed an issue where PDF files could not be opened when the job was in read-only mode. - For Android: Fixed an issue where the app displayed jobs or activities with invalid start and end times. --- --- url: "https://www.skedulo.com/release-notes/skedulo-plus-v3-20-0/" type: "releaseNote" title: "Skedulo Plus v3.20.0" version: "v3.20.0" date: "2025-11-05" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus v3.20.0 is now published in stores and will be fully available by November 12" lastmod: "2025-11-05" --- # Skedulo Plus v3.20.0 Published November 5, 2025 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus v3.20.0 is now published in stores and will be fully available by November 12 ### New features & enhancements - **Customizable job reminders:** Admins and mobile users can now configure job reminder notifications in the settings menu of the web or mobile app. - **Clickable notifications:** Tapping a notification in the Notifications tab now takes you directly to the related job, offer, shift, or request. - **Enhanced “Manage Time” screen: **Mobile users can now apply the same timestamp across multiple job statuses, making it faster to adjust or correct job history. - **Clearer signatures: **A signature line has been added to job details and forms for improved clarity. - **Simplified job tasks (iOS): **The “Edit” button has been removed — tasks can now be checked off directly from the job detail screen. ### Performance & stability fixes - iOS: Battery performance has been optimized. - iOS: The previously required “Save” button for dropdown fields has been removed — selections now save automatically. - Android: Resolved several issues that could cause the app to crash, improving overall stability. --- --- url: "https://www.skedulo.com/release-notes/solving-complex-scheduling-problems-with-optimization-v2/" type: "releaseNote" title: "Solving complex scheduling problems with Optimization v2" date: "2024-10-29" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We’ve upgraded our Optimization engine to v2, enabling more complex scheduling solutions. All Optimization users will be automatically upgraded." lastmod: "2024-10-29" --- # Solving complex scheduling problems with Optimization v2 Published October 29, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We’ve upgraded our Optimization engine to v2, enabling more complex scheduling solutions. All Optimization users will be automatically upgraded. We’re excited to announce the upgrade of our Optimization engine from v1 to v2, bringing enhanced capabilities and improved scheduling performance for more complex scenarios! **Key Features:** **Multiple Resource Requirements** - The new optimization engine can now efficiently solve schedules involving jobs that require multiple resources with different skills. - For more information on managing resource requirements, check out the user guide [here](https://docs.skedulo.com/user-guides/create-and-edit-work/create-and-manage-work/in-skedulo-web-app/add-resource-requirements/).​ **Job Dependencies** - The new engine can handle jobs that depend on other jobs, ensuring seamless workflow and efficiency. Please note this feature is in early development, and we are monitoring its performance and outputs. - For more information on managing job dependencies, check out the user guide [here](https://docs.skedulo.com/user-guides/create-and-edit-work/create-and-manage-work/in-skedulo-web-app/manage-job-dependencies/).​​ All customers using Optimization will be automatically upgraded to the new version. No action is required to enable these powerful new features. To learn more about Optimization, please visit our [documentation here](https://docs.skedulo.com/user-guides/manage-scheduling-availability/optimization-of-schedule/manage-and-use-route-optimization/optimize-schedules/). --- --- url: "https://www.skedulo.com/release-notes/suggest-in-the-pulse-swimlane-for-smarter-manual-scheduling/" type: "releaseNote" title: "Suggest in the Pulse swimlane for smarter manual scheduling" date: "2025-04-28" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Schedulers can now quickly spot the best resource for a job with a new suggestion feature in the Pulse swimlane." lastmod: "2025-04-28" --- # Suggest in the Pulse swimlane for smarter manual scheduling Published April 28, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform Schedulers can now quickly spot the best resource for a job with a new suggestion feature in the Pulse swimlane. Suggest intelligently analyzes job details and matches them with resources in the current schedule view, recommending the most suitable person to complete the work. It also supports jobs that already have a resource assigned, but no scheduled time, by highlighting the optimal time slot for that resource and offering alternative suggestions from other available team members. To streamline the scheduling process, available resources are prioritized based on the shortest travel time and automatically moved to the top of the swimlane view, which eliminates the need to scroll to find them. This feature significantly enhances efficiency and decision-making during manual scheduling. --- --- url: "https://www.skedulo.com/release-notes/support-new-node-js-versions-in-mex-custom-function/" type: "releaseNote" title: "Support new Node.js versions in MEX custom Function" date: "2026-02-03" productAreas: ["Mobile App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We have added support for Node.js v22 and v24 to mobile extension (MEX) custom functions, and are announcing dates for end of support for v18." lastmod: "2026-02-03" --- # Support new Node.js versions in MEX custom Function Published February 3, 2026 **Product areas:** Mobile App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We have added support for Node.js v22 and v24 to mobile extension (MEX) custom functions, and are announcing dates for end of support for v18. As part of our ongoing support for functions, and to align with policies of our underlying infrastructure providers, we continually review and update which versions of Node.js we support. With this release, we have added support for: - Node.js version 22 - Node.js version 24 In addition, please note that **support for Node.js 18 will end on August 31, 2026.** Functions created before the end-of-support date will continue to run. However, after this date, you will no longer be able to create new functions or update existing functions that use unsupported Node.js versions. To make changes to existing functions, you’ll need to upgrade your code to a supported version. We recommend migrating your functions to the latest supported Node.js versions as soon as possible to avoid any disruption to your workflows. --- --- url: "https://www.skedulo.com/release-notes/system-level-automations-now-record-the-user-who-initiated-the-change/" type: "releaseNote" title: "System level automations now record the user who initiated the change" date: "2024-07-10" productAreas: ["Platform"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Records updated by system-level automations within the platform (i.e., database-level triggers) will now update the LastModifiedDate field (previously not always updated) and update the LastModifiedById field to reflect the user that initiated the modification to the record (as opposed to not updat…" lastmod: "2024-07-10" --- # System level automations now record the user who initiated the change Published July 10, 2024 **Product areas:** Platform **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform Records updated by system-level automations within the platform (i.e., database-level triggers) will now update the LastModifiedDate field (previously not always updated) and update the LastModifiedById field to reflect the user that initiated the modification to the record (as opposed to not updat… **Background** Certain standard objects within the Skedulo Pulse Platform have system-level automations that maintain fields on other objects. Previously, when these records were updated by system processes, the LastModifiedById and LastModifiedDate fields were either not updated, or were set to “System User”, as opposed to the user that initiated the original modification. **Why are we making this change** We received feedback from customers that the previous implementation was not useful from an auditing perspective. To address this feedback, we have changed the way these system-level automations record LastModifiedDate and LastModifiedById so they reflect the time as well as the user who initiated the original modification. This change will also make the auditing behavior on the Skedulo Pulse Pulse platform more consistent with that of other enterprise platforms. **Example: Change to JobAllocations status causes update to Jobs status** To better illustrate the impact of this change, consider the system-level automation that updates the Jobs.JobStatus field to reflect the status of any related JobAllocations.Status records: 1. A scheduler, “Alex Scheduler”, creates a Job record. 1. A different Scheduler, “John Scheduler”, then allocates a resource to the job, which creates a JobAllocation record. 1. The system automatically updates the Job parent record. This release will change the value stored in the Job record’s LastModifedById field to the ID for “John Scheduler”. **Impact of this change** Any solution that depends on the previous behavior, i.e., looks for records updated by “System User”, will need to be modified to support this new behavior. You can identify any dependencies on this behavior by looking for any queries/subscriptions that filter on LastModifiedById = “00000000-0000-0000-0000-000000000000”, where the UID of all zero’s represents the “System User”. This change will only impact records modified after the release. LastModifiedById values set before this change will not be updated. This change only impacts Skedulo Pulse Platform customers. Skedulo for Salesforce customers are not impacted. This change makes the Skedulo Pulse Platform auditing behavior more consistent with Skedulo for Salesforce. --- --- url: "https://www.skedulo.com/release-notes/tab-configuration-is-now-available-on-the-job-and-resource-pages/" type: "releaseNote" title: "Tab configuration is now available on the job and resource pages" date: "2025-02-11" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "You now have flexibility and control over the tabs that schedulers can interact with on the job and resource pages." lastmod: "2025-02-11" --- # Tab configuration is now available on the job and resource pages Published February 11, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform You now have flexibility and control over the tabs that schedulers can interact with on the job and resource pages. New options in the admin settings allow you to make the following configuration changes: - Hide specific tabs – if it’s not relevant for your business, then simply hide them. - Re-order tabs – choose the order most appropriate for the updates your schedulers make most often. - Rename tabs – speak the language your schedulers understand. - User role access – set which user roles are allowed to interact with each tab. These changes can be configured via a new ‘Page configuration’ option in the admin settings section of the web application. Please note that for users to be able to access this feature they will need the ‘Modify organization settings’ permission enabled against their user roll. --- --- url: "https://www.skedulo.com/release-notes/teams-and-crews-scheduling-now-available-for-early-access-beta/" type: "releaseNote" title: "Teams and Crews scheduling now available for early access (Beta)" date: "2024-07-23" productAreas: ["Web App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "Teams and Crews is a new scheduling capability that makes scheduling groups of resources who work together during the day simple and easy." lastmod: "2024-07-23" --- # Teams and Crews scheduling now available for early access (Beta) Published July 23, 2024 **Product areas:** Web App **Roles:** Administrators, Schedulers **Platforms:** Skedulo Pulse Platform Teams and Crews is a new scheduling capability that makes scheduling groups of resources who work together during the day simple and easy. ​The Teams & Crews extension is ideal for scenarios where: - A group of resources will work together as a long-lived team for a period of time (eg. Weeks or Months) - The team or crew meet together at one location in the morning (eg. a depot) and travel together all day from job to job Using this extension your schedulers can: - View and manage your schedule by Team as well as individual Resources - Assign groups of individual Resources (People and Assets) to Teams for defined periods of time - Define the availability, skills and capabilities of a Team and match work to the Team based on these characteristics - Allocate, manage, dispatch and optimize work for Teams as well individual Resources, saving you valuable time - Assign a Team Leader who can update the status of work on behalf of the whole team working together in the field ​[Teams and Crews scheduling](https://teams-and-crews.beta.docs.skedulo.com/user-guides/skedulo-extensions/teams-and-crews/introduction/) is now in Beta and available for early access. If you are interested in taking part in the early access program please contact your CSM. --- --- url: "https://www.skedulo.com/release-notes/the-latest-version-of-skedulo-plus-is-now-available-for-download/" type: "releaseNote" title: "The latest version of Skedulo Plus is now available for download" date: "2025-10-03" productAreas: ["Mobile App"] roles: ["Developers","Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Skedulo Plus version 3.19.0 (iOS) and 3.19.2 (Android) has been released with enhancements and bug fixes." lastmod: "2026-01-05" --- # The latest version of Skedulo Plus is now available for download Published October 3, 2025 · Updated January 5, 2026 **Product areas:** Mobile App **Roles:** Developers, Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Skedulo Plus version 3.19.0 (iOS) and 3.19.2 (Android) has been released with enhancements and bug fixes. Skedulo Plus new version is now available with enhancements, accessibility improvements, and important bug fixes. **Enhancements** - **Accessibility features:** - Large text support – the Job Details screen now adapts to your device’s accessibility settings. - Dark mode support in mobile forms with a new color palette for better readability. - **Mobile Extensions:** - Added support for actions in list items (redirect to link, email, call, SMS). - Image annotation is now available in attachment components. - Deep link support to open directly into the first page of a form. - Long text in Message Box components can now be truncated for cleaner layouts. **Bug Fixes & System Updates** - Upgraded to Android SDK 35 and updated core libraries to align with the latest security policies. - Performance improvement in Job Details, Job Offers, and app launch screen. - Fixed an issue on iPad where Activity notes did not retain formatting. - Fixed an intermittent issue where Menu items in the More page are duplicated (Android only). - Fixed an issue preventing users from opening mobile forms or the Manage Times screen (Android only). - Fixed an issue where the Offline banner appeared randomly, even when users were online (Android only). - Fixed an issue where the last option in selector components was not displayed in mobile forms (Android only). --- --- url: "https://www.skedulo.com/release-notes/the-optimization-extension-framework/" type: "releaseNote" title: "The Optimization Extension Framework" date: "2024-12-16" productAreas: ["Web App"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Developers can now build and deploy custom scheduling logic for tailored, optimized schedules." lastmod: "2024-12-16" --- # The Optimization Extension Framework Published December 16, 2024 **Product areas:** Web App **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Developers can now build and deploy custom scheduling logic for tailored, optimized schedules. We’re excited to announce the **Optimization Extension Framework**: a powerful new toolset that enables organizations to design, build, and deploy custom scheduling logic for the Optimization feature. This framework empowers teams to optimize workflows with rules and constraints tailored to their unique operational needs. **Key highlights:** - **Customizable scheduling logic:** Build and implement rules to address specific challenges, such as resource continuity, exclusion criteria, or workload distribution. - **Developer-friendly toolset: **Leverage the Skedulo CLI to build, test, and deploy extensions efficiently. - **Testing capabilities: **Use dedicated endpoints to validate extensions locally, ensuring smooth integration and functionality before deployment. - **Integrated with Optimization Recipes:** Seamlessly deploy and apply extensions directly within the Skedulo web app, enhancing optimization flexibility. This framework equips you with the tools to innovate and refine scheduling workflows like never before. ​[Read the developer guide for more information.](https://docs.skedulo.com/developer-guides/manage-and-schedule-work/optimization-of-schedules/extensions-transformers/)​ --- --- url: "https://www.skedulo.com/release-notes/the-pulse-allocation-experience-now-available-in-beta/" type: "releaseNote" title: "The Pulse Allocation Experience now available in beta!" date: "2024-12-13" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The new Pulse Allocation Experience (Beta) is an intuitive, streamlined, and flexible interface for faster, more accurate resource allocation." lastmod: "2024-12-13" --- # The Pulse Allocation Experience now available in beta! Published December 13, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The new Pulse Allocation Experience (Beta) is an intuitive, streamlined, and flexible interface for faster, more accurate resource allocation. We’re excited to announce the beta release of the new Pulse Allocation Experience. Designed with usability and efficiency at its core, this enhanced experience empowers schedulers with intuitive tools for faster, more accurate resource allocation. ### **Key highlights** **A refreshed UI for smarter scheduling** - **Consolidated data view**: A single, streamlined modal now displays resource availability, feasibility, and relevant job tags at a glance. - **Explainability features**: Hover over warning icons to quickly identify reasons for infeasibility. - ​**Tag matching indicators**: Clear visual cues show if a resource meets all job-specific tags (e.g., certifications) or not. **Flexible view options** **Dynamic “View by” filters**: Toggle between criteria like: - **Least travel**: Highlights resources based on the shortest travel time or distance. - **Least utilized**: Displays resources with the lowest utilization rates over a set period. **Availability across the platform** Access the New Allocation Experience from: - The **Job details **tab. - The **Job schedule **tab. This feature is currently in beta. We welcome your feedback to further refine and improve the allocation process. Please speak with your Customer Success Manager if you’re interested in trying out this new feature. --- --- url: "https://www.skedulo.com/release-notes/the-skedulo-cli-is-now-generally-available/" type: "releaseNote" title: "The Skedulo CLI is now Generally Available" date: "2024-12-16" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "Our new tool to improve the developer experience on the Skedulo Platform is now GA!" lastmod: "2024-12-16" --- # The Skedulo CLI is now Generally Available Published December 16, 2024 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform Our new tool to improve the developer experience on the Skedulo Platform is now GA! We’re excited to share that the **Skedulo CLI** (Command Line Interface) is now generally available! Designed to enhance the developer experience on our platform, this powerful new tool simplifies workflows, increases efficiency, and empowers developers to build with confidence. To help you hit the ground running, we’ve included comprehensive documentation and practical code examples—everything you need to get started quickly and effectively. Start exploring today and unlock the full potential of the Skedulo platform! **What can I build?** With the Skedulo CLI you can build solutions that leverage many Skedulo Platform capabilities. From custom objects and fields, to web or mobile extensions, connected functions, triggered actions, and much more. **Source-code driven approach** Instead of working directly with multiple different APIs, the Skedulo CLI introduces the concept of artifacts. An artifact represents an instance of a configuration element, such as a definition of custom objects and fields for storing data or custom pages and templates to build custom user interfaces. Artifacts are the source code for solutions implemented on the platform, and they make using version control solutions much easier. **Packaging** Packages are simply collections of artifacts that can be deployed together. This makes it much easier to deploy solutions between multiple environments, such as DEV, UAT, and PROD, or to create re-usable extensions. **How do I get started?** You can find all the information you need to download and start using the Skedulo CLI at [http://developer.skedulo.com/cli](https://developer.skedulo.com/cli).​ --- --- url: "https://www.skedulo.com/release-notes/time-constraints-in-the-pulse-work-list/" type: "releaseNote" title: "Time constraints in the Pulse Work list" date: "2024-11-04" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The Pulse Scheduling Experience Work list columns can now be configured to include job time constraints, making it much easier to see which jobs have specific scheduling rules at a glance." lastmod: "2024-11-04" --- # Time constraints in the Pulse Work list Published November 4, 2024 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The Pulse Scheduling Experience Work list columns can now be configured to include job time constraints, making it much easier to see which jobs have specific scheduling rules at a glance. The Pulse Scheduling Experience Work list columns provide the flexibility to view the data that is important for your work in the list. This now includes the ability to see any time constraints that have been configured for the jobs. --- --- url: "https://www.skedulo.com/release-notes/tracking-automatically-enabled-for-all-new-custom-objects/" type: "releaseNote" title: "Tracking automatically enabled for all new custom objects" date: "2024-05-14" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo Pulse Platform"] description: "To use custom objects with webhooks, triggered actions, and GraphQL subscriptions, you previously had to explicitly enable the tracking feature using a separate API call. With this release, all new custom objects will have tracking automatically enabled. Any custom objects created prior to this cha…" lastmod: "2024-05-14" --- # Tracking automatically enabled for all new custom objects Published May 14, 2024 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo Pulse Platform To use custom objects with webhooks, triggered actions, and GraphQL subscriptions, you previously had to explicitly enable the tracking feature using a separate API call. With this release, all new custom objects will have tracking automatically enabled. Any custom objects created prior to this cha… Enabling tracking on a custom object causes any changes to instances of that object’s records to generate a “change event”. These “change events” are internal to the platform and are consumed by other platform features, such as triggered actions, webhooks, and GraphQL subscriptions. **Manually enabling tracking for a custom object** Custom objects that were created prior to this release and used with triggered actions, webhooks, or GraphQL subscriptions, needed tracking to be enabled manually by making the following API calls: Find the `objectId` of you custom object: `curl --location --request POST "https://api.skedulo.com/custom/schemas" --header "Authorization: Bearer "` Enable tracking on your custom object, by passing your objectId to this endpoint: `curl --location --request POST "https://api.skedulo.com/custom/standalone/schema/{objectId}/track" --header "Authorization: Bearer "` **Automatic enablement of tracking for a custom object** With this release, all new custom objects will have tracking automatically enabled when created. Any custom objects created prior to this change will still need to have tracking enabled manually via the API, as per above. --- --- url: "https://www.skedulo.com/release-notes/travel-distance-and-duration-in-the-swimlane-api/" type: "releaseNote" title: "Travel distance and duration in the Swimlane API" date: "2026-09-17" productAreas: ["Web App"] roles: ["Developers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "The Optimization Swimlane API now returns travel distance and duration for each event an optimization run proposes, in the same response as the schedule." lastmod: "2026-09-17" --- # Travel distance and duration in the Swimlane API Published September 17, 2026 **Product areas:** Web App **Roles:** Developers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce The Optimization Swimlane API now returns travel distance and duration for each event in the schedule an optimization run proposes. Each proposed event includes arriving and departing travel time in seconds and travel distance in meters, alongside the existing Job and Activity details. Historical events, which show the schedule before the run, don't include travel. **Why it matters** - Integrations can read a Resource's optimized schedule, travel included, from a single endpoint. - Travel for each stop comes back with the schedule it belongs to, so there's nothing to match up separately. --- --- url: "https://www.skedulo.com/release-notes/travel-home-wicks-on-the-swimlane/" type: "releaseNote" title: "Travel home wicks on the Swimlane" date: "2026-10-06" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The Swimlane now shows travel from the last Job or Activity in each availability block back to the Resource's end location; the travel metrics also now include the trip home." lastmod: "2026-10-06" --- # Travel home wicks on the Swimlane Published October 6, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The Swimlane now shows travel from the last Job or Activity in each availability block back to the Resource's end location; the travel metrics also now include the trip home. The Swimlane now shows the travel from the last Job or Activity in each availability block back to the Resource's end location. Schedulers can check whether a Resource's last Job leaves enough time to get home, and travel totals now reflect the whole day. **What's improved** - **Travel home wicks:** A "Travel Home" wick appears after the last Job or Activity in each availability block. It shows in the console Swimlane, the vertical Swimlane, the Resource Swimlane, and the Job Schedule tab. - **Travel metrics include the trip home:** Total Travel Time and Average Travel Time in the Swimlane header, and the utilization Resource sort, now count travel home. - **Vertical Swimlane:** Wick tooltips follow the vertical axis. Travel home is hidden while you place a selected Job, so it doesn't overlap the placement overlay. --- --- url: "https://www.skedulo.com/release-notes/travel-wicks-in-the-optimization-schedule-preview/" type: "releaseNote" title: "Travel wicks in the optimization Schedule Preview" date: "2026-09-14" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "The optimization Schedule Preview now shows travel wicks before and after Jobs, matching the main Swimlane, so schedulers can see how much of a Resource's day is spent traveling." lastmod: "2026-09-14" --- # Travel wicks in the optimization Schedule Preview Published September 14, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce The optimization Schedule Preview now shows travel wicks before and after Jobs, matching the main Swimlane, so schedulers can see how much of a Resource's day is spent traveling. The optimization Schedule Preview now shows travel wicks, matching the main Swimlane's style, so schedulers can see how much of a Resource's day is spent traveling and whether the last Job leaves enough time to get home. **What's new** - **Arriving travel wicks:** A thin line appears before every Job or Activity whose arriving travel time is nonzero. - **Travel home wicks:** A wick appears after the last Job or Activity in each availability block whose departing travel time is nonzero. - **Travel time on hover:** Hovering over a card now shows a "Travel to" row and, for the last event in a block, a "Travel home" row. - **Consistent across views:** Wicks scale and clip correctly in the 1, 3, and 7 day views, the same way Job cards do. --- --- url: "https://www.skedulo.com/release-notes/triggered-actions-improvements-to-change-event-data-and-authorization-tokens/" type: "releaseNote" title: "Triggered actions – Improvements to change event data and authorization tokens" date: "2024-12-16" productAreas: ["Platform"] roles: ["Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "We’re excited to announce significant enhancements to the Triggered actions feature, offering a powerful alternative to Webhooks for most automation use cases." lastmod: "2024-12-16" --- # Triggered actions – Improvements to change event data and authorization tokens Published December 16, 2024 **Product areas:** Platform **Roles:** Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform We’re excited to announce significant enhancements to the Triggered actions feature, offering a powerful alternative to Webhooks for most automation use cases. Triggered actions and webhooks are two platform capabilities that allow you to listen to an event (such as a record update) and perform some action as a result. With this release, we have significantly reduced the feature gap between these two capabilities, specifically in relation to standard ‘object modified’ webhooks. Developers should consider Triggered actions the preferred capability and use it in preference to Webhooks in future. This release includes several improvements: **“Previous” data available in the payload** Developers can now include the “previous” state of a record in the ‘object modified’ data payload, as well as the operation that was performed alongside any additional data requested in the ‘query’ for the triggered action. Developers must include a new ‘previousFields’ option within the action definition. The previous state of the object allows developers to interpret what changed on a record and implement any required business logic. For details, review the [Call URL Payload](https://docs.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/#call-url-payload) section in the documentation. **Support for “record deleted” events** Prior to this release, when a record was deleted and a triggered action was invoked, an empty data payload was sent, which was not useful. If a developer includes the ‘previousFields’ option within their action definition, the payload will now include the values of requested fields in the record, prior to its deletion. The UID field will always be included to identify which record was deleted. For details, review the [Call URL Payload](https://docs.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/#call-url-payload) section in the documentation. **SKEDULO_USER_TOKEN** Prior to this release, triggered actions usually contained an API token in the ‘Authorization’ header of ‘call_url’ actions when the destination URL was that of a connected function. This was so that the function could make subsequent requests to Skedulo APIs. This had the drawback that all subsequent requests from the function were performed as the user who created the API token (generally an administrator user). Audit fields, such as ‘CreatedBy’ and ‘LastUpdatedBy’ recorded the user associated with the API token, not the user that initiated the original change. With this release, for triggered actions from an ‘object_modified’ trigger to a ‘call_url’ action, developers can now include a special template string {{ SKEDULO_USER_TOKEN }} in the header of the action. When that is included, it will be replaced at runtime by the access token of the user who performed the data change that initiated the ‘object_modified’ trigger. Note that ‘SKEDULO_USER_TOKEN’ is now a reserved key and cannot be used to create a configuration variable. For details, review the [Set user context](https://docs.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/#set-user-context) section in the documentation. **Backwards compatibility** The ‘previousFields’ option must be added to any existing triggered actions before that data is included in the payload. If not, there will be no change to the data payload. Similarly, developers must update existing triggered actions to reference the new {{ SKEDULO_USER_TOKEN }} header template if they want to change the execution context of the action. Note that the access token of the initiating user usually has fewer access privileges than API tokens from administrator users. Hence, when migrating to use this feature, the function invoked should make sure that it will work with the new access privileges. **Updated documentation** Please review the updated documentation for more detail: - ​[Overview of triggered actions and webhooks](https://docs.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/overview-webhooks-and-triggered-actions/)​ - ​[Introduction to triggered actions](https://developer.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/)​ --- --- url: "https://www.skedulo.com/release-notes/unscheduled-work-now-supports-a-time-column-for-retained-job-times/" type: "releaseNote" title: "Unscheduled work now supports a Time column for retained job times" date: "2026-09-15" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "The Unscheduled work tab now shows a Time column when the Job Removal recipe retains job times, giving Schedulers visibility into a Job's original schedule after its Resource is removed." lastmod: "2026-09-15" --- # Unscheduled work now supports a Time column for retained job times Published September 15, 2026 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce The Unscheduled work tab now shows a Time column when the Job Removal recipe retains job times, giving Schedulers visibility into a Job's original schedule after its Resource is removed. The Unscheduled work tab on optimization results screens now shows a **Time** column when the Job Removal recipe is set to **Keep job times, deallocate resources**. This matches the Time column already shown on the Schedule work tab, so Schedulers can see a Job's original date and time after its Resource is removed. **What's improved** - **Conditional visibility:** The Time column appears only when the Job Removal recipe is set to retain job times, and stays hidden for every other configuration, matching existing behavior. - **Consistent formatting:** Date and time are formatted the same way as the Time column on the Schedule work tab. --- --- url: "https://www.skedulo.com/release-notes/updates-now-allowed-to-user-records/" type: "releaseNote" title: "Updates now allowed to User records" date: "2025-07-29" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo Pulse Platform"] description: "You can now update most fields of a User record via GraphQL. For users authenticated via Single Sign-On (SSO), you can modify the Email field using GraphQL, the User detail page in web app settings, the Data import/export tool, or the Onboarding API." lastmod: "2025-08-06" --- # Updates now allowed to User records Published July 29, 2025 · Updated August 6, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo Pulse Platform You can now update most fields of a User record via GraphQL. For users authenticated via Single Sign-On (SSO), you can modify the Email field using GraphQL, the User detail page in web app settings, the Data import/export tool, or the Onboarding API. The Users object is a special object within the Skedulo Pulse Platform, as it stores information that is used in the identification of users, and is linked to authorisation mechanisms. As such, there have been restrictions on how you can modify certain fields. **Updating fields on User object via GraphQL** Prior to this release, it was not possible to update the Users object via GraphQL, which severely limited the usefulness of any custom fields ?. We now support “update” mutations for all fields on the Users object (including custom fields) via the GraphQL API. However, the Email field may only be updated for users that authenticate via SSO. This means you can now make use of custom fields on the Users object for storing additional information associated with the user. Given the special nature of the Users object, other mutations such as insert, upsert and delete are still not supported via GraphQL. **Please note:** the Data import/export tool does not use GraphQL for the User object, so it cannot modify custom fields on it. **Updates to the User.Email field now supported for SSO users** The User.Email field is used to uniquely identify a user and must match the user’s primary ID in their SSO identity provider. Note that for SSO users, we don’t send emails to the user’s email address. For more information on the User.Email field, please refer to the [documentation](https://docs.skedulo.com/object-reference/standard-objects/users/#:~:text=No-,Email,-Type%0AText%0A%0ADescription). Prior to this release it was not possible to update values in the User.Email field. To better support SSO management use cases for Pulse Platform customers we now support updates to this field if the User.IsManaged field equals FALSE, indicating this user is authenticated via Single Sign On (SSO). You can update the User.Email field for SSO users via: - ​[Editing a user](https://docs.skedulo.com/user-guides/admin-and-config/admin-and-config-webapp/config-users-and-preferences/manage-users/#view-or-edit-an-existing-users-details) in web app settings (Settings > Users & roles > Users) - The [Data import/export](https://developer.skedulo.com/user-guides/admin-and-config/load-and-manage-data/load-and-migrate-data/import-and-update-data/) tool - The [Onboarding API](https://developer.skedulo.com/skedulo-api/configuration/onboarding/#patch-/provision/standalone/users)​ - The [GraphQL API](https://developer.skedulo.com/developer-guides/integration-and-automation/api-overview/graphql/) **Example of how to modify an SSO user’s email via the Onboarding API** To modify a SSO user’s email address, simply submit a request to the Onboarding API with the following details. Remember to use the correct SKEDULO_API_URL for your region. **URL: **https:///onboarding/provision/standalone/users **METHOD: **PATCH **PAYLOAD:** {   “00010e51-6f40-4028-8b6a-77f738671***”: {     “email”: “user1@test.com”   },   “000126c6-4d4c-404f-989e-56cd567ba***”: {     “email”: “user2@test.com”   } } **Changing email address for non-SSO users?** If you need to change an email address for a non-SSO user, please contact technical support. --- --- url: "https://www.skedulo.com/release-notes/v2-mobile-app-2-45-0-targeted-android-14-and-ios-17/" type: "releaseNote" title: "V2 Mobile App – 2.45.0 Targeted Android 14 and iOS 17" date: "2024-09-13" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "v2.45.0 is now supporting Android 14 and iOS 17 and these will be the last os versions of Android and iOS that the V2 mobile apps target." lastmod: "2024-09-13" --- # V2 Mobile App – 2.45.0 Targeted Android 14 and iOS 17 Published September 13, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform v2.45.0 is now supporting Android 14 and iOS 17 and these will be the last os versions of Android and iOS that the V2 mobile apps target. The latest versions 2.45.0 of our V2 Mobile Apps are available in stores. In this release, the apps now target Android 14 and iOS 17, which will be the last OS versions supported by the V2 Mobile Apps. Other fixes included in this release are: - Fixed a daylight saving issue in the Availability view - Prevented users from cancelling a job once it has been completed - Fixed an issue with current address lookup when user was unavailable - Displayed user friendly error message when user is not setup as a resource For more information, check out our [release note](https://support.skedulo.com/s/article/Skedulo-Mobile-App-Release-Notes-v2-45-0-09-09-2024). --- --- url: "https://www.skedulo.com/release-notes/v2-mobile-app-2-47-0-log-users-out-when-v2-app-is-disabled/" type: "releaseNote" title: "V2 Mobile App – 2.47.0 Log users out when V2 app is disabled" date: "2024-12-13" productAreas: ["Mobile App"] roles: ["Mobile Users"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The Skedulo V2 mobile app will now prompt logged-in users to upgrade to Skedulo Plus and log them out when the V2 mobile app feature flag is disabled." lastmod: "2024-12-13" --- # V2 Mobile App – 2.47.0 Log users out when V2 app is disabled Published December 13, 2024 **Product areas:** Mobile App **Roles:** Mobile Users **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The Skedulo V2 mobile app will now prompt logged-in users to upgrade to Skedulo Plus and log them out when the V2 mobile app feature flag is disabled. To assist with the upgrade process to Skedulo Plus app, your Skedulo Customer Success Representative can help you to disable the V2 mobile app for your Skedulo environment. When V2 mobile app access is disabled, users who are still logged into the V2 app will be prompted to upgrade to Skedulo Plus. This prompt is persistent, preventing users from continuing to use the V2 app. When they click the **Download Skedulo Plus** button from the prompt, they will automatically be logged out of the V2 app. For more information, check out our [documentation](https://docs.skedulo.com/user-guides/mobile-guide/v2-mobile-guide/install-and-set-up/upgrade-to-plus/). This release also includes the following: - Fixed a sync issue in Shifts. - Added the ability to prevent resource avatars to display. Speak to your CSR to make this change. --- --- url: "https://www.skedulo.com/release-notes/view-activity-details-in-the-swimlane/" type: "releaseNote" title: "View activity details in the Swimlane" date: "2025-02-20" productAreas: ["Web App"] roles: ["Schedulers"] platforms: ["Skedulo Pulse Platform"] description: "The new activities context panel lets schedulers view the details of an activity in the Pulse Swimlane." lastmod: "2025-02-20" --- # View activity details in the Swimlane Published February 20, 2025 **Product areas:** Web App **Roles:** Schedulers **Platforms:** Skedulo Pulse Platform The new activities context panel lets schedulers view the details of an activity in the Pulse Swimlane. Schedulers can now view activity details by clicking an activity card in the Swimlane, which opens a read-only context panel. Clicking the link at the top of the panel opens the activity’s edit page in a new tab, allowing for quick edits to be made to the activity without disrupting the Swimlane view. --- --- url: "https://www.skedulo.com/release-notes/view-triggered-actions-in-web-app-settings/" type: "releaseNote" title: "View triggered actions in web app settings" date: "2025-03-24" productAreas: ["Platform"] roles: ["Administrators","Developers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "A read-only view of triggered actions is now available in the settings area of the web application, providing administrators with basic information and logs related to this platform capability." lastmod: "2025-03-24" --- # View triggered actions in web app settings Published March 24, 2025 **Product areas:** Platform **Roles:** Administrators, Developers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform A read-only view of triggered actions is now available in the settings area of the web application, providing administrators with basic information and logs related to this platform capability. Administrators now have visibility of triggered actions that have been deployed by developers within their environments by navigating to: **Settings > Developer tools > Triggered actions**. The list of triggered actions shows: - The name of the triggered action. - Object name if the triggered action is linked to object-modified events. - Any filters on the event. - What action is performed by the automation. - The status of the triggered action (Enabled or Disabled). - Audit information, such as Last modified date. By clicking on a triggered action, administrators can view detailed information, including: - Specifics of the “trigger” configuration. - Specifics of the “action” configuration. - The execution logs. See the section on permissions below for more information about redacted/un-redacted views of logs. To learn more about the capabilities of triggered actions and how developers can use them to automate business processes, please refer to the [documentation](https://developer.skedulo.com/developer-guides/integration-and-automation/webhooks-and-triggered-actions/triggered-actions/overview-triggered-actions/). **Permissions** - **View triggered actions:** To view the list of triggered actions and the details of a specific triggered action, a user must have the Administrator role or a role that includes the “View webhooks and triggered actions” permission. - **View un-redacted execution logs:** The execution logs for triggered actions can include sensitive data, for example, if the trigger is of the type ‘object-modified’. If you only have the “View webhooks and triggered actions” permission, you will see “” instead of the actual values. To view un-redacted logs, you must have the “Modify webhooks and triggered actions” permission. **Note: **Ability to make modifications to triggered actions via the web app settings is coming soon. Until then, this can be done via the [Skedulo API](https://docs.skedulo.com/skedulo-api/utilities/triggered-actions/) or [Skedulo CLI](https://developer.skedulo.com/cli). --- --- url: "https://www.skedulo.com/release-notes/web-app-search-tool-improvements/" type: "releaseNote" title: "Web app search tool improvements" date: "2024-07-03" productAreas: ["Web App"] roles: ["Administrators","Schedulers"] platforms: ["Skedulo On Salesforce","Skedulo Pulse Platform"] description: "The search tool inside the toolbar of the web app has received some usability and accessibility improvements that make it easier and faster to find specific resources or jobs." lastmod: "2024-07-03" --- # Web app search tool improvements Published July 3, 2024 **Product areas:** Web App **Roles:** Administrators, Schedulers **Platforms:** Skedulo On Salesforce, Skedulo Pulse Platform The search tool inside the toolbar of the web app has received some usability and accessibility improvements that make it easier and faster to find specific resources or jobs. The improvements include: - The search results are now grouped into tabs, so that you can much quicker filter the type of results you want to see based on what you are searching for - The search term entered into the search field will now persist even if you focus out of the field, making it faster to tweak or reuse the search term for future searches - A “clear” button that makes it easier and quicker to quickly clear the search text field if you want to start searching for a different search term - More context for each search result is now available, including information such as start and end time for jobs and resource type and region for resources --- --- url: "https://www.skedulo.com/release-notes/whats-new-in-the-skedulo-plus-mobile-app-3-24-0/" type: "releaseNote" title: "What's new in the Skedulo Plus mobile app (3.24.0)" date: "2026-09-03" productAreas: ["Mobile App"] roles: ["Mobile Users","Schedulers","Administrators"] platforms: ["Skedulo Pulse Platform"] description: "Version 3.24.0 of the Skedulo Plus mobile app brings a refreshed login and onboarding experience with dark mode, the ability to update your profile image in-app (Pulse only), stronger security, and improved stability across iOS and Android." lastmod: "2026-09-03" --- # What's new in the Skedulo Plus mobile app (3.24.0) Published September 3, 2026 **Product areas:** Mobile App **Roles:** Mobile Users, Schedulers, Administrators **Platforms:** Skedulo Pulse Platform Version 3.24.0 of the Skedulo Plus mobile app brings a refreshed sign-in experience, a new way to update your profile image, stronger security, and smoother performance across iOS and Android. **What's new** - **Refreshed login and onboarding.** The login and onboarding screens have a cleaner, more consistent design on both iOS and Android, now with dark mode support, so your first sign-in and every one after feels smoother. ![Marketing image of three phones with login to Skedulo](https://www.skedulo.com/images/lift/release-notes/1788416198482-skedulo-plus-login-5fbcecea.png) - **Update your profile image (Pulse only).** If you use Pulse, you can now update your profile image directly in the app. ![Image of phone with options to edit a profile photo including Take a photo, choose from library and delete photo](https://www.skedulo.com/images/lift/release-notes/1788416113004-screenshot-2026-07-23-at-4.20.02-pm-1377f5a2.png) - **Stronger security.** We've strengthened data protection and attachment controls to help keep your information safe. - **Improved stability and performance.** Ongoing performance work across iOS and Android means a smoother, more reliable app with fewer interruptions. --- --- url: "https://www.skedulo.com/release-notes/whats-new-in-the-skedulo-plus-mobile-app-3-25-0/" type: "releaseNote" title: "What's new in the Skedulo Plus mobile app (3.25.0)" date: "2026-10-01" productAreas: ["Mobile App"] roles: ["Schedulers","Mobile Users","Administrators"] platforms: ["Skedulo Pulse Platform","Skedulo On Salesforce"] description: "Version 3.25.0 of the Skedulo Plus mobile app gives admins more control over geofence and availability settings, warns workers about overlapping availability, and improves stability across iOS and Android." lastmod: "2026-10-01" --- # What's new in the Skedulo Plus mobile app (3.25.0) Published October 1, 2026 **Product areas:** Mobile App **Roles:** Schedulers, Mobile Users, Administrators **Platforms:** Skedulo Pulse Platform, Skedulo On Salesforce Version 3.25.0 of the Skedulo Plus mobile app gives admins more control over what workers see and helps workers keep their availability accurate, along with improved stability across iOS and Android. **What's new** - **Choose what geofence info workers see.** If a worker is outside the geofence radius you've set, the app stops them from starting the job and tells them exactly how far away they are, for example, "more than 3 kilometers away." Admins can now turn off the distance, so the app just tells the worker they're too far from the scheduled location. The geofence check itself doesn't change. - The admin setting for this is **Mobile settings > Other settings** - _This setting is disabled by default_ ![Mobile settings page showing checkboxes and red outline of the related setting](https://www.skedulo.com/images/lift/release-notes/1790851020285-screenshot-2026-10-01-at-8.19.50-pm-a00ca898.png) - **Overlapping availability warning.** If a worker sets an availability pattern that overlaps one they already have, the app now tells them so they can fix it before saving. - **Hide the All Day availability option.** Admins can now remove the All Day option from availability, so workers always set specific times. - The admin setting for this is **Mobile settings > Availability** - _This setting is disabled by default_ ![Mobile settings page showing checkboxes and red indicator around related setting](https://www.skedulo.com/images/lift/release-notes/1790851133363-screenshot-2026-10-01-at-8.19.14-pm-97237791.png) - **Improved stability and performance.** Ongoing performance work on iOS and Android makes the app smoother and more reliable, with fewer interruptions. --- --- url: "https://www.skedulo.com/request-a-demo/" type: "page" title: "Request a Demo" description: "Skedulo brings world class scheduling to your mobile workforce. Ready to schedule smarter and deliver a better experience for your customers?" lastmod: "2025-12-12" --- # Request a Demo ## Ready to schedule smarter and deliver a better experience for your customers? Skedulo brings world class scheduling to your deskless workforce. During our free customized demonstration you'll learn how Skedulo helps you: Increase customer satisfaction by up to 68% Improve your scheduling time by 48% Increase productivity by 20% Increase billable appointments by 15% 4.1 star rating "Easy to use. Lots of benefits." "Powerful platform for managing a remote mobile workforce." "Easy scheduling system." --- --- url: "https://www.skedulo.com/request-a-demo-at-dreamforce-2019/" type: "page" title: "Meet us at Dreamforce" description: "Thank you for requesting a demo. We're excited to meet you at Dreamforce 2019 and to learn about your mobile operation and how we can help." lastmod: "2019-10-07" --- # Meet us at Dreamforce ## Meet us at Dreamforce --- --- url: "https://www.skedulo.com/request-a-demo-b/" type: "page" title: "Request a Demo AB-B" description: "Skedulo brings world class scheduling to your deskless workforce. Ready to schedule smarter and deliver a better experience for your customers?" lastmod: "2022-03-14" --- # Request a Demo AB-B ## Ready to schedule smarter and deliver a better experience for your customers? Skedulo brings world class scheduling to your deskless workforce. During our free customized demonstration you'll learn how Skedulo helps you: Increase customer satisfaction by up to 68% Improve your scheduling time by 48% Increase productivity by 20% Increase billable appointments by 15% 4.1 star rating "Easy to use. Lots of benefits." "Powerful platform for managing a remote mobile workforce." "Easy scheduling system." --- --- url: "https://www.skedulo.com/request-a-demo-zendesk/" type: "page" title: "Let's schedule something!" lastmod: "2020-04-20" --- # Let's schedule something! ## Let's schedule something! --- --- url: "https://www.skedulo.com/resources/451-research-workops/" type: "resource" title: "WorkOps: A primer on the new way of working" resourceType: "report" date: "2019-03-29" description: "Project management, agile and other current terms don’t describe what emergent technologies are beginning to en-able in terms of work styles and organizational execution. WorkOps gives a new technology-centric way to understandhow the future of work will happen." lastmod: "2020-07-14" --- # WorkOps: A primer on the new way of working By Skedulo Team · 2019 Project management, agile and other current terms don’t describe what emergent technologies are beginning to en-able in terms of work styles and organizational execution. WorkOps gives a new technology-centric way to understand how the future of work will happen. “Few doubt that the nature of work is being transformed by innovative new technologies, yet there isn’t the right way to describe this future for work. Enterprises struggle to conceive of it and vendors struggle to succinctly describe what they are enabling,” writes Chris Marsh, Research Director for Workforce Productivity and Compliance at 451 Research. Download this FREE report from 451 Research to learn about the rapid changes taking place in the productivity software space as innovation disrupts existing segments. 451 Research defines a new archetype emerging for productivity software – the Workforce Intelligence Platform (WIP). “We believe the WIP will enable new WorkOps, TeamOps and SoloOps practices that unify business goals, work design and continuous work execution. In so doing, it will usher in a new era of 'liquid enterprises' – a new generation of digital-native businesses,” writes Marsh. ##### About 451 Research 451 Research is a leading information technology research and advisory company focusing on technology innovation and market disruption. With a core focus on technology innovation and market disruption, we provide essential insight for leaders of the digital economy. More than 100 analysts and consultants provide essential insight to more than 1,000 client organizations globally through a combination of syndicated research and data, advisory and go-to-market services, and live events.  451 Research analysts cover emerging technology segments such as cloud computing, datacenter technologies and mobility. Clients of the company - at vendor, investor, service-provider and end-user organizations - rely on 451 Research, insight to support both strategic and tactical decision-making. Founded in 2000 and headquartered in New York, 451 Research is a division of The 451 Group. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/5-capabilities-you-need-to-manage-a-mobile-workforce/" type: "resource" title: "5 capabilities you need to manage a mobile workforce" resourceType: "whitepaper" date: "2021-05-21" description: "Effectively managing a mobile workforce requires purpose-built solutions that leverage the latest technologies to address the specific needs and challenges of overseeing people who are always on the go. These 5 capabilities are essential to effective mobile workforce management, and implementing them can have a positive ripple effect in all areas of your business—from operations to IT, employees, customers, finance, and more." lastmod: "2021-05-27" --- # 5 capabilities you need to manage a mobile workforce By Skedulo Team · 2021 Effectively managing a mobile workforce requires purpose-built solutions that leverage the latest technologies to address the specific needs and challenges of overseeing people who are always on the go. These 5 capabilities are essential to effective mobile workforce management, and implementing th… ## The world has gone mobile Times have certainly changed in recent years—led not only by a global pandemic but a new generation of workers seeking flexibility, purpose, and a positive culture in their jobs above all else. Employers have responded, overturning decades of traditional practices to provide the flexibility and mobility needed to attract high performers in a competitive market. With a flexible and mobile workforce becoming the new normal, employers now need to take an earnest look at their business systems and ask: do we have the tools to achieve total visibility and governance of our people who are working anytime, anywhere, and on a multitude of devices? ## Managing a mobile workforce requires purpose-built solutions Many traditional practices no longer work in a modern business landscape—and this extends to traditional workforce management tools. Effectively managing a mobile workforce requires purpose-built solutions that leverage the latest technologies to address the specific needs and challenges of overseeing people who are always on the go. Skedulo is leading the way in this field, with a **complete mobile workforce management solution** that has been recognized globally for its capability and flexibility in meeting the needs of businesses that manage any number of mobile workers. ##### Let’s look at 5 specific capabilities that are essential to effective mobile workforce management, and how implementing them can have a positive ripple effect in all areas of your business—from operations to IT, employees, customers, finance, and more. ### 1. Smart scheduling with 100% workforce visibility How do you gain oversight of a mobile workforce using tools like spreadsheets and emails? The truth is, it’s virtually impossible. You cannot see the swim length of your resources, availability, and customer demand without an interface that draws all of this data together and serves it up to you at the click of a button. This includes key characteristics of your workforce that you may not think require visibility, but make life and workforce management much easier when they are. These could include things like worker certifications, flagging of certification expiry dates, and travel data. Here are 10 features that we have purposefully built into Skedulo to ensure our customers are equipped with smart scheduling and 100% workforce visibility: - Drag + drop scheduling with calendars, maps, swim lanes and Gantt charts - Shift scheduling for fixed locations and mobile work - Real time locations and job statuses of your workforce - Pipeline of pending, assigned and dispatched jobs - Ability to manage single jobs, recurring work and irregular patterns - Automated job and worker pairing recommendations based on skills, qualifications and location - Suggested route and navigation to reduce travel time - Automatic job scheduling using intelligent automation - Certification management and expiry date flagging - Data insights on productivity, time in the field, travel, and more ### 2. Centralized, real time communication How do you keep track of communications and save on re-work when your mobile workforce uses emails, text messages and calls to share information? While messaging channels can be a great way to engage teams, communications are still completely separate from job records. If you’re managing hundreds of jobs and mobile workers, this quickly adds up to a high level of inefficiency and knowledge loss that costs the business money. As a complete mobile workforce management solution, Skedulo has invested in making real time communication easy—with the ability to keep all communications centralized to drive knowledge sharing and retention, and enable a better worker and customer experience. Here are 8 communication features that Skedulo offers as standard: - Intuitive mobile app - Instant messaging between mobile and desk-based workers - SMS and push notifications for real time updates - Group conversations by team, channel or topic - All job details attached to the job record - Images taken on the phone can be attached to the job record - Ability to make job notes for future reference - Digital forms for worker or customer sign off ### 3. Self-service for workers and customers Self-service empowers people to say what they need, when they need it—and saves desk-based workers from having to field calls and handle the variety of requests that go hand in hand with managing a mobile workforce. By integrating a self-service calendar into your website and pre-configuring worker availability, you empower customers to book appointments at times that suit them. When this is followed by automatic appointment reminders, you decrease the potential for no-shows which saves time and money. Self-service is also valuable from an employee standpoint if they are empowered to accept jobs that align with their availability, or submit digital requests for time off and so on. Here are 8 features of Skedulo that ensure our customers are equipped with the best in self-service: - Scheduling calendar which can be integrated into your website - Ability to pre-set availability for appointments - Self-service scheduling and rescheduling for customers - Choose from in-person and virtual meetings - Automatic virtual meeting setup with links emailed to attendees - Automated appointment reminders - Digital forms for leave requests and more - New job notifications so workers can accept on a “first come, first served” basis ### 4. Five-star security measures for mobile workers IT teams have been under severe pressure in recent years—first in keeping pace with rising cybersecurity threats, and second in having to boost enterprise security to cater to remote working in light of COVID. Managing the security of a mobile workforce is no easy feat. It requires special precautions that account for the unique ways people access information in the field, and the wide range of threats associated with doing this while on the move. Our engineers have spent over a decade equipping Skedulo with the world’s best security features to give our customers peace of mind that their data—whether static or in flight—is fully protected 100% of the time. Here are 10 security features of Skedulo that you would never want your mobile workforce management solution to be without: - Datacenter security through Amazon Web Services - Secure By Design principle - Robust encryption in flight and at-rest - Continuous network monitoring - Network segmentation through Virtual Private Cloud - Nightly vulnerability scans - Periodic third-party penetration tests - Customer data backups stored in separate regions - Role based access control - Comprehensive, integrated Information Security Management System (ISO 27001 compliant) ### 5. Configuration and integration One of the main issues with aging proprietary systems is their inability to integrate with other systems. In this new era of [digital transformation](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/), companies are increasingly choosing to deploy best of breed solutions that are designed to solve specific business challenges. When these solutions then work together seamlessly in the background, businesses reap the benefits of having the most advanced technology working together as one perfectly integrated system. This is something we are proud to offer at Skedulo—having forged strong relationships with leading brands across the full suite of business needs, from customer service to sales management, human resources, finances, and more. We’ve also gone to great lengths to make sure Skedulo has the flexibility to meet unique business needs. This is why the platform can be configured to address specific business challenges, and serve up a truly intuitive experience that your mobile workers and customers will love. ## The time to deploy is now [80% of the world’s workforce is now deskless](https://www.skedulo.com/learn/deskless-workers/), and this figure continues to climb. As your business adapts to meet the needs of today’s workers and consumers, there’s no better time to implement a mobile workforce management solution that delivers significant benefits such as: - better communication - higher productivity - more customer engagement - improved brand loyalty - less unnecessary expenditure - more agility - greater data insights If you’re concerned that deploying a new solution will be a huge, expensive and cumbersome task, don’t be. We’ve got that covered. **Improve your scheduling time by 48%** ## Implement Skedulo in less than 3 months ## Success Stories ##### [Area Wide Protection (AWP)](https://www.skedulo.com/customers/area-wide-protective/) AWP is a commercial security company with over 5,000 employees. The company was using manual scheduling tools during a period of rapid growth, which led to inconsistent service and delays for customers. After implementing Skedulo, AWP **increased scheduling and dispatching efficiency by over 86%**, leading to several benefits for customers: - Accurate invoices with a quicker turnaround time, due to simpler and automated data collection. - More consistent service, due to a central location for customer histories and appointment details that prepare workers for every appointment. - Faster and more reliable appointment times, due to increased scheduling efficiency and a scheduling engine that accounts for travel time and other factors. - Quicker resolution of problems, due to matching of workers to appointments based on skill set, experience, or prior customer interactions. - More competitive pricing, due to increased efficiency. ##### [The American Red Cross](https://www.skedulo.com/customers/american-red-cross/) American Red Cross Training Services is immense in scale. Every year, 1,250 mobile trainers help deliver 60,000 courses to 530,000 individuals and the operational complexity of their training program was far more than existing tools could handle. After struggling with gaps in data, manual processes requiring multiple spreadsheets, and a mass of disparate communications, they reached out to Skedulo for help. Since implementing Skedulo, the **American Red Cross reduced**: - scheduling time by 43% - underutilization of instructors by 31% - costs to schedule by 30% ##### [ECL Group](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ECL Group specializes in fuel systems and technology solutions, and previously struggled with disconnected systems—some of which had field service capabilities while others had only scheduling features. After moving to a single system with Skedulo, the company can now provide better visibility to all stakeholders and deliver a positive experience for contractors and customers. ##### [Common](https://www.skedulo.com/customers/common-case-study/) Common provides co-living offerings in dense cities, and had a highly manual process for scheduling property tours for prospective clients. Double bookings and miscommunications were frequent as people forgot to update the calendar or made incorrect entries. By using Skedulo to improve communication and transparency, Common increased the number of tours scheduled by 37% in 94% less time. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/" type: "resource" title: "5 Secrets to Better Scheduling for In-Home Healthcare" resourceType: "ebook" date: "2018-02-23" description: "Learn how in-home health care professionals can use intelligent scheduling tools to make the most of their time and improve patient satisfaction." lastmod: "2019-05-29" --- # 5 Secrets to Better Scheduling for In-Home Healthcare By Skedulo Team · 2018 5 Secrets to Better Scheduling for In-Home Healthcare Mobility matters, especially in healthcare. Instead of worrying about scheduling your health practitioners, focus on providing the best care possible with no hiccups in the field. Learn what other healthcare organizations already know — the secrets to improving mobile workforce scheduling so you can deliver a wide range of services in a cost-effective, highly productive way for healthcare professionals and patients. Download "**5 Secrets to Better Scheduling of Mobile Workers for In-Home Healthcare**" eBook and quickly learn how to: - Move beyond manual processes - Own the patient experience - Empower and delight your healthcare professionals - and much more! It’s time to find out the secrets of successful In-Home health care organizations! [Download now](https://www.skedulo.com/thank-you/success-5-secrets-to-better-scheduling-of-mobile-workers-for-in-home-healthcare/) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/5-secrets-to-evaluating-mobile-workforce-solution/" type: "resource" title: "5 Secrets To Evaluating Mobile Workforce Management Solutions" resourceType: "ebook" date: "2018-02-27" description: "If you are evaluating a mobile workforce management solution, check out the 5 things to consider to help you make the right choice for your business." lastmod: "2020-04-20" --- # 5 Secrets To Evaluating Mobile Workforce Management Solutions By Skedulo Team · 2018 Mobile Workforce Solutions Are: Mobile First, Flexible, and Easy to Use! Learn the secrets today! Identifying the right mobile workforce management tool for your organization can be tough! Knowing what you need whilst still keeping future growth plans in mind, is a juggling act that requires some advice from those that have taken these steps before. Check out our '**5 Secrets to Evaluating The Best Mobile Workforce Management Solution**' eBook to gain insight into how you can strategically identify the right tool for you. Learn how to: - Identify your pain points and how to address them - Create a checklist for choosing the perfect solution - Ensure mobile employees buy-in when choosing a solution - Get your chosen solution up and running quickly - Choose the best KPIs to measure success And more! You're one click away from learning the secrets of successful mobile workforce organizations! ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/5-steps-to-transform-your-mobile-workforce/" type: "resource" title: "5 Steps To Transform Your Mobile Workforce" resourceType: "ebook" date: "2018-03-02" description: "How do you go from broken systems to mobile workforce transformation? Follow these five steps of successful mobile workforce organizations." lastmod: "2023-07-28" noindex: "true" --- # 5 Steps To Transform Your Mobile Workforce By Skedulo Team · 2018 How do you go from broken systems to mobile workforce transformation? Follow these 5 crucial steps of managing a successful mobile workforce with Skedulo and ServiceNow. Companies with mobile workforces—teams of people whose work takes place everywhere but the office—are on the rise. Although many companies already rely on field operations as their main revenue driver, most businesses still struggle to deliver the right team member to the right place at the right time. They fall victim to outdated processes that cause frustration for their schedulers, workers, and significantly—customers. But how do you go from broken systems to mobile workforce transformation? Download this eBook to learn about the 5 crucial steps of managing a successful mobile workforce with ServiceNow and Skedulo: - Move beyond manual processes - Empower your mobile workers - Deliver a better customer experience - Track real time and report annually - Get started today ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/8-field-service-strategies-for-success/" type: "resource" title: "8 Field Service Strategies for Success" resourceType: "ebook" date: "2022-02-24" description: "In this eBook, we share some of these insights as strategies that you can implement to help you stay ahead of your competitors in this new era of digital connectivity." lastmod: "2022-02-24" --- # 8 Field Service Strategies for Success By Skedulo Team · 2022 In this eBook, we share some of these insights as strategies that you can implement to help you stay ahead of your competitors in this new era of digital connectivity. ## The evolution of field service Field service organizations are constantly challenged by the need to manage a complex array of variables, including: 1. a high volume of geographic work locations 1. a diverse and hybrid workforce 1. growing pressure to provide improved visibility, predictability, and service quality to clients It’s estimated that there are 20 million field technicians worldwide who operate on the frontline to install, repair and maintain some of our most vital equipment and systems. While the nature of field service differs from mobile work (people who provide a customer-facing service not at a desk), both fall under the main category of [deskless workers](https://www.skedulo.com/learn/deskless-workers/). As a deskless productivity platform engineered to support all field service and mobile workers, our team at Skedulo has worked extensively with organizations just like yours. Over more than a decade and hundreds of consultations with our valued clients, we’ve been privileged to gain huge insights into the difficulties and opportunities that you too may be facing. In this short eBook, we share some of these insights as strategies that you can implement to help you stay ahead of your competitors in this new era of digital connectivity. ## Strategies for success in field service management Strategy will play a crucial role in empowering field service businesses in an ever-changing and always-connected world. With this in mind, the Skedulo team has collated **8 strategies which we believe will best equip field service leaders for success**: 1. Drive field productivity and efficiency with FSM technology 1. Be strategic when selecting an FSM solution 1. Let AI take your scheduling to the next level 1. Focus on the field service KPIs that matter most 1. Aim for 5-star service with customer-centricity 1. Be an employer of choice 1. Prioritize safety and security 1. Take practical steps towards sustainability Each of these areas is already proving to set certain field service organizations apart from their competitors – driven primarily by changing customer expectations and advancing technology that allows us to streamline the many manual, time consuming tasks that were taking our attention away from activities that create true business value. ### Strategy 1: Drive field productivity and efficiency with FSM technology While the premise behind great field service—qualified workers delivering a timely and quality service—hasn’t changed, the way we manage people to achieve this outcome has transformed exponentially. Companies that leverage the right FSM technology to re-imagine their operations have experienced enormous benefits. They have been able to: - Increase productivity and efficiency—assign and sequence jobs up to 50% more efficiently, increase work capacity by 20%, get actionable insights for leaders - Lower operating costs—reduce travel time, manual error and paperwork. As one of our customers put it: “We’ve gone from 100% paper-based to 90% digital!” - Increase revenue—complete more jobs in a day - Deliver better quality and more consistent service—track client preferences and automatically assign the most qualified staff - Scale with ease—manage a high volume of work and mobile workers with automated scheduling and one-to-many work assignment On the flip side, companies which still rely on legacy methods (siloed on-premises systems, spreadsheets, emails and phone calls) will find it difficult to keep up, even if they employ the best service technicians in the world. This is because the cost to manage traditional operations in a modern environment is highly unsustainable, and a cost that’s quite often passed to customers. Field service companies that don’t evolve are also likely to miss key opportunities—such as engaging mature workers and users who may not be particularly familiar with new software. While you may perceive these people to be your greatest barrier to adoption, simply having a smartphone (as most people do) demonstrates that they are adapting to change and would likely be excited by the chance to further their skills. In addition, deskless workers have told us that they are choosing to leave companies which have not evolved their systems for the benefit of their employees. This leaves companies at risk of losing key personnel. Skedulo’s recent State of Deskless Work report (Q4 2021) revealed that 97% of organizations agree increased employee autonomy would improve retention, client satisfaction, performance, and market share. However, improving employee experience and empowering mobile workers ranked lowest among strategic priorities for respondents. As industries continue to grapple with increasing skills shortages, leveraging technology to close this gap will become imperative. ## Strategy 2: Be strategic when selecting an FSM solution You may expect that transforming your business with the latest technologies requires a huge outlay. However, we’ve proven this doesn’t need to be the case. Subscription models allow you to pay only for what you need, and scale up or down in line with business growth. In addition, today’s competitive vendors deliver world-class client service via a consultative approach from first contact through deployment and beyond. They treat customers as partners—sharing industry-specific best practices and actively helping organizations realize clear ROI via rapid deployment with best-in-class payback periods and go-live time frames. While it’s true that some platforms are costly and offer little opportunity to customize, Skedulo provides the functionality depth of a purpose-built solution _with _the breadth of a platform for: - easy integration - capability at scale - high flexibility in customization This means you can deploy Skedulo to manage your entire field service division in a way that achieves your specific FSM goals, and have it integrate with other new tech solutions that solve different business needs (such as your CRM or accounting software). Ultimately, this strategic approach creates a seamless operating environment which meets the needs of a modern workforce and the expectations of today’s consumers. Optimizing their FSM processes to deliver a better customer experience was one reason ECL Group (a leading technical services company) chose Skedulo. > “We’ve enhanced the app to the point where we have forms that integrate with Skedulo. Those forms convert to PDFs and are assigned to the job record, then they are sent through to the customer. The customer has full visibility of their experience with us.” > > — Chief Information Officer, ECL Group Once upon a time an engineer from a town’s only energy company could show up to a customer’s house any time between 9-3pm, and deliver a substandard service without any repercussions. These days, government regulation in some jurisdictions dictates how quickly a customer’s problem must be fixed. At the same time, the customer stands ready to post a negative review and switch to one of the 5 other new energy providers eager to snap up their business. With every sector facing rising competition and regulation, the _way_ a service is delivered _matters_. Similar to any mobile worker, field service workers require a more customer-centric approach, where they are empowered to deliver the best possible outcome to every customer (every time). So where traditional FSM tools might enable more efficient workflows, _deskless productivity _tools will ultimately help you achieve much more. The best software enables: - Route optimization for less fuel consumption and drive time - AI-powered scheduling and dispatching for quicker service delivery - Job requirement and client preference matching with worker attributes - Data collection and built-in analytics - Centralized communication across the business - Customer self-scheduling - Real time updates, including automated client reminders and real time worker location - Digital forms for less paperwork - Seamless integration with other systems ### Strategy 3: Let AI take your scheduling to the next level Rapidly advancing artificial intelligence (AI) and machine learning are changing the way all industries tackle age-old challenges—and field service management is no different! FSM solutions powered by AI, such as Skedulo, make it possible to rapidly build the ideal schedule based on what you say you want to achieve. For example, you can tell Skedulo to optimize schedules to: - reduce cost - minimize travel time - maximize appointment capacity - a weighted combination of the above or additional criteria based on your unique needs Embedded intelligence also gives you access to unprecedented data about your operations—from customer experience to employee performance, resource wastage, unnecessary expenditure, and more. These insights are well beyond what you could achieve with manual data capture which often results in poor data accuracy, lost records, and incomplete and disparate datasets—not to mention the energy required to capture and track the data in the first place. The availability of new data is what drives a significant boost in ROI from your technology investments. This is why selecting technology that has AI and ML built in can make all the difference to success. > “I have total visibility of the resources that will be in the field tomorrow, the resources I still have available, which branches are being utilised, and much more. I instantly know if I can take on another job tomorrow or next week, because all the data is right in front of me.” > > — Director of Field Operations, Bay Area Traffic Solutions ### Strategy 4: Focus on the field service KPIs that matter most Once your business is leveraging your AI-powered FSM solution and the insights it provides, it’s important to determine the KPIs that will ultimately help you monitor how your business is performing at all levels. These KPIs should be specific to the unique responsibilities of your people; from field service technicians to their managers and dispatchers. Here is a brief overview of the KPIs our customers tell us matter the most: #### KPIs for Dispatchers and Schedulers - Time to schedule - Time to first contact - Travel time - Ratio of Schedulers to Field Workers #### KPIs for Field Service Managers - Utilization/wrench time - Response time - Schedule adherence - Variance from standard - Rework percentage #### KPIs for field service technicians - Customer satisfaction - Jobs completed in a day/week/month - Repeat visits Let technology do the heavy lifting for you, by serving up these insights via reports that make it easy to make informed decisions and take meaningful action. > “I can now schedule 2 to 3 times as many appointments as before. I had always thought ‘I want this system to do what my brain wants to do!’ And that’s what Skedulo does. I get so excited when I schedule, because I know Skedulo is there for me.” > > — Care Coordinator, Solace Pediatric Home Healthcare ### Strategy 5: Aim for 5-star service with customer-centricity Customer-centricity matters now more than ever. Up to 97% of people rely on customer reviews to make a purchasing decision, and review sites have become a make or break for new and established businesses worldwide. For a field service technician, achieving a 5-star level of service means: - rapid scheduling of appropriately certified workers - precise and narrow service windows - allowing customers to track job status in real time, including worker ETA and real-time location - fully equipping workers with the information they need, on demand - arriving with the right tools to get the job done right (the first time) - generating invoices quickly and accurately when the job is done The ability to provide self-scheduling is another capability that’s guaranteed to impress. Not only do they save time for the customer, but they free up customer service reps (who can instead focus on fielding more complex calls). In a world where businesses are plagued by labor shortages and increased overtime costs, self-service may be the one feature your business needs to really stand out among your competition. > “We understand as a company that mobile is the future. Clients don’t want to talk to us on the phone. They want to go on an app or a website, pick their service type, schedule their install, see their technician coming, and know they will be there on time. That’s the experience we’re designing. We want our clients to have control...and make it easy for them to get what they want.” > > — VP, Client Experience, Rocket Fiber ### Strategy 6: Be an employer of choice According to Gartner, more than 40% of field service work will be performed by contractors who will likely be working with more than one company at a time. Essentially, many field service providers may be sharing technicians. This is a scary statistic when combined with a rapidly retiring Baby Boomer generation, and increasing evidence that employees are happy to leave an employer that they don’t feel is supporting them to deliver a great service. Developing a sound staff retention strategy is crucial to success, and must include: - **Empowerment: **Investment in tools that help field workers do their best work. - **Flexibility:** The pandemic has caused a huge shift in employee expectations around flexible work, with recent data showing flexibility is a must-have for 9 out of every 10 employees. - **Culture:** Research from O.C. Tanner’s 2020 Culture Report found that workplace cultures which provide great employee experiences are 13 X more likely to have highly engaged employees. - **Training:** Rapid onboarding and a commitment to up-skilling loyal technicians for the benefit of their career (and your business). As noted in our recent State of Deskless Work report, many organizations are experiencing a growing pressure to simplify working life for valuable employees and equip them with the best resources. To unlock the deskless productivity opportunity, innovative firms are investing in their employment brand, reevaluating their value proposition to prospective hires and current employees, and assessing the digital toolbelt they arm deskless workers with. > “It’s amazing to think about where we were and where we are now. The mental space it has allowed for me personally and professionally is huge. I used to worry about the next day from the moment I left the office. Now if I’m home making dinner, I’m home making dinner. I’m not mentally living at work all the time, which is a big change for me.” > > — Operations Manager, Scrubbi ### Strategy 7: Prioritize safety and security Particularly in a post-pandemic world, the safety and security of your workers is paramount. In 2020, our own [2020 State of Work Report: Defining a New Normal Amid COVID-19](https://www.skedulo.com/learn/deskless-workers/) found that employees were optimistic about the future and how they can be successful in the new normal, with one reason being that technology investments had made their jobs easier. During interviews with Skedulo frontline users, they’ve told us that Skedulo helps them feel safe while they’re in the field. Here are 4 ways that advancing technology helps ensure the safety and security of your workforce: #### Contact tracing [With the right technology](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/), managers can easily track workers’ location in real-time, so if an employee gets sick (or is exposed to an illness), they can identify who that worker has been in contact with while on the job and mitigate the chance of further spread. #### Check-in and check-out features Skedulo’s mobile app includes a job “check-in” and “check-out” feature, giving employees and their employers peace of mind that someone knows where they are if something were to happen. #### Data security With cyberattacks becoming increasingly sophisticated, it’s essential to implement platforms with advanced security features built in—such as GDPR compliance, data encryption in flight and at rest, multi-factor authentication, and HIPAA compliance for certain sectors. It is equally critical to make the secure method the easy method for busy employees on the go. Otherwise, organizations risk losing control altogether as employees turn to shadow IT or personal communication methods. #### Risk management and safety policies Other ways technology can support internal risk management and safety policies include: - Contact-free customer signatures to support social distancing - The ability to capture documents, job notes, and photos in the field (and automatically sync them to a central system) - Optimized routing to ensure safe driving and on-time arrival - The ability to manage lone workers, especially in social care or security - Safety checklists to confirm compliance and escalate incidents ### Strategy 8: Take practical steps towards sustainability The world is moving fast and, for a business to survive, it needs to move with it. Sustainability is a key issue impacting business leaders who are under pressure to evolve unsustainable traditional practices and demonstrate social responsibility within their sector. The right technology can go a long way towards supporting you in this endeavor, by enabling changes such as: - a move to paperless operations - data to uncover inefficiencies and areas of improvement - a dramatic reduction in time spent on the road - eliminating first time failures - integration with other new technologies For example, Skedulo can help you make operations more sustainable by providing a deeper understanding of your business’s carbon footprint through data analytics, and removing inefficiencies such as exorbitant driving time or needless paperwork. Our platform also makes it easy to leverage game changing technologies like IoT sensors for predictive maintenance. Nowadays, your systems can tell you when a part needs to be replaced. Through integration with Skedulo, our systems can automatically book a field service engineer to complete the job so it’s all done and dusted before your customer even knows there was an issue. ## Get world class software to manage your field service workers As a world-leading deskless productivity platform, Skedulo has everything your field service organization needs to drive efficiency, productivity, safety, sustainability, and more. #### Drive Field Service Productivity - Greatly simplify scheduling and workforce management - Gain visibility into and control over job scheduling and workforce utilization - Equip employees with an intuitive mobile app to help them better perform daily tasks - Give operations leaders actionable analytics on their workforce - Improve client service - Reduce operating costs through optimized and efficient scheduling and improved workforce utilization #### Schedule Smarter: Superior Worker & Job Matching Every employee is unique. Skedulo empowers your organization to manage diverse workforces and tag employees based on their unique skills, certifications, and attributes so you can match skilled workers to highly complex work. Many workforce management solutions are not fluid enough to understand when employees are sick, on vacation, poorly qualified, or simply unavailable without manual intervention. Skedulo provides real-time availability to optimize scheduling and reduce time-consuming manual work and rescheduling. #### Cut Costs, Improve Impact via Job Offer Functionality Get control over which workforce segments are able to accept work**, **so you can: - Save costs by prioritizing less costly resources, or offer work to the most cost-effective qualified workers - Prioritize resources based on attributes, including skills and certifications, while maximizing workforce utilization - Allow employees to select jobs that best align with their schedules #### Empower Mobile Workers with a Powerful Mobile App Support mobile workers with the **Skedulo iOS & Android mobile apps**, empowering them to: - Accept work offers, view work and client details, plan and execute work, document details, and communicate with colleagues both in the field and in offices - Securely capture photos, field notes, surveys, signatures, and more on the go—making workers’ lives simpler, increasing retention, and ensuring SLAs are met #### Provide a Superior Client Experience With Skedulo, organizations gain a competitive edge by providing the experience their customers deserve. Improve your customer experience and satisfaction by reducing time-to-service and providing the right employee for the right job via resource tagging capabilities. - Provide real time status updates, avoid cancellations, and provide customer satisfaction surveys - Enable customers to self-schedule appointments via a web-based booking grid - Keep customers in the know with automated reminders, notifications and insights before, during, and after the job #### Gain a Clear Return on Investment - Maximize workforce efficiency with Skedulo MasterMind for optimized and automated scheduling while improving workforce utilization rates and workforce capacity - Measure how effective and efficient work resources are in real-time via analytics - Realize ROI via rapid deployment with best-in-class payback periods and go-live timeframes #### Integrate with ERP & Work Order Management Systems - Integrate with existing systems including Enterprise Resource Planning (ERP) and Work Order Management - Synchronize data and extend systems to reach mobile workers, making it easier for them to execute in the field #### Manage Contractors & Contingent Workers Given the labor shortages in multiple sectors, organizations are more dependent on contractors and contingent workers than ever before. With Skedulo, you can: - Manage full-time employees, contractors, and contingent workers in one system - Provide all workers with a single mobile application to manage their work #### Improve Sustainability Efforts Skedulo optimizes scheduling and routing, increasing organizational efficiency and minimizing travel time. With measurable reductions in their carbon footprint through metrics such as drive time, organizations can demonstrate their commitment to maximizing their sustainability efforts. #### The Last Mile: Provide Clients Real-Time Visibility With Skedulo, your team is empowered to: - Alert clients when field resources are on their way to the job site via an automated message - Provide real-time visibility into resource location - Customize the content of the alert message and appearance of your Last Mile site with branding options ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/decreasing-your-home-health-workforce-turnover/" type: "resource" title: "Decreasing Your Home Health Workforce Turnover" resourceType: "ebook" date: "2019-08-06" description: "With rising employee turnover rates, home health provider retention is vital. These strategies will help drive your retention rate and competitiveness." lastmod: "2020-04-20" --- # Decreasing Your Home Health Workforce Turnover By Skedulo Team · 2019 Decreasing Your Home Health Workforce Turnover The home healthcare industry is booming! An estimated 1.2 million new home health aides are expected to join the profession over the next decade in the U.S. alone. However, retaining talent is one of the critical challenges facing home healthcare providers today. According to a study by [Home Care Pulse](https://www.homecarepulse.com/articles/much-caregiver-turnover-really-costing-business/), the average attrition rate for a home healthcare agency is 66% per year. The need to continually replace a large percentage of your workforce is costly and burdensome to home healthcare organizations that often already operate on narrow margins. For home healthcare organizations that are looking to remain competitive today and in the future, finding a solution that helps to retain your top talent should be a primary focus. To discover how home healthcare organizations are preparing for the future, read our latest ebook, "Decreasing Your Home Healthcare Workforce Turnover." This ebook will explain how a Mobile Workforce Management solution can help you reduce costs, improve efficiencies, retain your top talent, all while serving more patients. [Download ebook](https://www.skedulo.com/thank-you/decreasing-your-home-healthcare-workforce-turnover/) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/delivering-the-ultimate-customer-experience-through-your-deskless-workforce/" type: "resource" title: "Delivering the Ultimate Customer Experience through Your Deskless Workforce" resourceType: "whitepaper" date: "2021-04-09" description: "Customers are the lifeblood of your business and the key to success. But in today’s global marketplace, they have more choice than ever before. Combined with the rise in online review sites and a deeper appreciation for peer opinions, a customer’s experience with your business matters more now than at any time in history." lastmod: "2021-11-04" --- # Delivering the Ultimate Customer Experience through Your Deskless Workforce By Skedulo Team · 2021 Customers are the lifeblood of your business and the key to success. But in today’s global marketplace, they have more choice than ever before. Combined with the rise in online review sites and a deeper appreciation for peer opinions, a customer’s experience with your business matters more now than… ## Customer experience: the ticket to survival Customers are the lifeblood of your business and the key to success. But in today’s global marketplace, they have more choice than ever before. Combined with the rise in online review sites and a deeper appreciation for peer opinions, a customer’s experience with _your business _matters more now than at any time in history. In fact, recent customer experience (CX) research tells us: _Companies that earn $1 billion annually can expect to earn an average $700 million extra within 3 years of investing in customer experience (Tempkin Group 2018)._ _86% of buyers are willing to pay more for a great customer experience (PwC)._ _Customer experience will have overtaken price and product as the key brand differentiator by 2020 (Walker)._ As the new battleground for organizations across all sectors, CX is no longer a “nice to have”. It’s the ticket to survival. ## Global brands are setting the standard Consumers derive their CX expectations through their engagement with leading brands. For example, Netflix and Amazon’s clever algorithms showed consumers that it is possible for their favorite brands to: - Personalize interactions - Anticipate their needs - Simplify the purchasing experience Likewise for companies that have invested in delivering outstanding digital experiences. Customers have come to expect perks such as instant feedback via chatbots—instead of having to call and wait on hold for 20 minutes. The onus is now on small to medium enterprises to find smart and cost effective ways to boost their CX so they can remain competitive in today’s constantly evolving marketplace. ## Customer experience happens at the coalface Delivering an exceptional customer experience matters at every single touchpoint of your brand: from your website to product packaging, delivery and most importantly, customer service. As the face of your organization, the workers who represent you on the frontline are key to unlocking a sense of gratitude, happiness and loyalty from the consumers they interact with every day. Where once the only measure of good service was manners and a smile, customers now expect frontline workers to be: - Fully informed - Responsive - Timely They need to be able to deliver a personalized service in a way that not only meets a customer’s expectations—but surprises and delights them. **Let’s explore this concept further with a real life example:** ## Compare the experience #### Company X Sara is looking to buy her first home and wishes to have a broker visit her for a consultation. After finding “Company X” in an online search, Sara visits their website and searches for a phone number to make an appointment. Her call is answered by a receptionist who advises that a mortgage broker will call her back to set a time. After several rounds of phone tag, Sara finally gets the broker on the line. They go back and forth about a potential meeting time, and finally agree to a 2-hour window on a Tuesday night. Unsure exactly when the broker will arrive, Sara feels put out that she needs to listen for the door for half her night. When the broker finally arrives, he is friendly and courteous with his notepad and pen in tow, and some loose paperwork in a presentation folder. Sara has many questions, though the broker cannot answer quite a few of them. He tells her he will “get back to her” via email in coming days. Having not even engaged the broker to do any work yet, Sara already feels tired from the ordeal. She also lacks confidence that the company can deliver what she needs. She promptly searches for another broker. #### Company Y Sara is looking to buy her first home and wishes to have a broker visit her for a consultation. After finding “Company Y” in an online search, Sara visits their website and sees a _Book a consultation_ button. She completes a few fields and uses the automated booking calendar to select a consultation time that suits her best. The broker shows up at the precise appointment time, carrying only his smartphone. He is friendly and courteous, and consults his phone to answer every question she has immediately. Confident and excited, Sara asks the broker to help her secure a home loan. The broker completes a new customer form on his phone and submits it to head office before he leaves. **_Which company would you rather own, work for and engage with?_** ## Leveraging technology to empower today’s mobile workforce To compete in your sector, you must be prepared to invest in exceptional customer experiences. Although this is vital to sustainability, some well-established brands delay it because they believe it requires a monumental shift that is highly expensive and difficult to implement. However, smart technology is proving that this is not the case. Just as technology has transformed consumers’ lives, it has also transformed the capability of businesses in every industry. Rather than trying to “eat the elephant”, organizations can now take bite-sized steps and realize radical improvements to their operations. These radical improvements not only enable the delivery of exceptional customer experiences and a prosperous reputation; they help to reduce operational costs and resource wastage, thereby aiding in brand sustainability even further. ## Customer experience checklist Is your brand leading the way in customer experience? How could you improve? | Customer experience | What you do well | How you could improve | | --- | --- | --- | | Seamless digital experience | | | | Fast booking | | | | Immediate feedback | | | | Personalized service | | | | Proactive communication | | | | Continual improvement | | | **_Use the following questions to help you determine how well your business measures up in each of these CX areas._** ## Seamless digital experience In a post-COVID world, digital readiness is key to survival. Importantly, your digital transformation must keep the customer experience front and centre so it drives revenue and supports existing and future digital investments. Take a moment to review how customers experience your business from a digital standpoint: - How easy is it for customers to find you? - Is your website easy to navigate and understand? - Are other digital touch-points intuitive to use? - Can customers connect with you via their favorite platforms? ## Fast booking If your customers can’t find you easily, and then find it difficult to book your services, chances are they will revert to a competitor instead. Consider the earlier example of the mortgage brokerage, and how difficult it was for Sara to settle on a time with the broker—including how put off she was at being given a “window” of time rather than a specific appointment. Evaluate how easy it is for customers to book your services. For example: - Do you offer digital self-service bookings? - How many avenues are available for customers to make a booking? - How long do new customers wait on hold for service? - How easy is it to change an existing appointment? - How easy is it to book a follow up appointment? - Are your frontline staff getting to appointments on time? ## Immediate feedback Customers who can’t provide feedback or get immediate answers to questions are likely to go somewhere they can. This is particularly true of younger generations who have grown up in a digital world of instant gratification. If they don’t feel immediately heard, they may turn to customer review sites and social media so their view can be heard immediately. Consider the following and how a customer may feel while engaging with your organization: - Do you have a chatbot to help customers navigate FAQs? - Can customers chat with a live customer service agent? - Do you have multiple avenues for customers to provide feedback? - Do you provide a timely response? - Are your frontline workers fully equipped with the knowledge to offer immediate, relevant answers? ## Personalized service Treating your customers like more than just a number is crucial to creating customer intimacy. These days, personalized service extends well beyond simply using a customer’s name in a bulk mail out. It means getting to know and _understand _your customers so you can clearly demonstrate how your service meets their needs. Consider the ingenuity of leading hotelier [Ritz Carlton](https://www.forbes.com/2009/10/30/simon-cooper-ritz-leadership-ceonetwork-hotels.html#6e8c671510b1). In the interest of decreasing administrative burdens and enhancing the customer experience, the company permits employees to spend up to $2,000 to satisfy a single guest. Not only does this empower employees to make decisions for the best interest of their customer, but the customer receives a memorable experience they will happily share with peers. To evaluate the level of personalization in your business, take a moment to ask: - Are communications ultra relevant to receivers? - Are services delivered in a way that makes customers feel special? - Are frontline workers equipped with useful customer information? - Can frontline workers get fast feedback on questions or concerns? ## Proactive communication Anticipating your customers’ concerns and making life easier for them can deliver huge rewards, and counter negative feedback before it even arises. To achieve this, communications need to be proactive—regardless of whether they are sent by sms, email, social media messaging, or any other avenue. You could consider: - Do you send automated booking confirmations? - Do you remind customers of upcoming appointments? - Do customers know when a frontline worker is on their way? - Do you thank customers for choosing you and seek feedback? - Are frontline staff up-to-date with the latest company announcements? - Can frontline staff reach managers in real time? ## Continual improvement Studies tell us that a significant majority of customers say they would leave a company after 1 or 2 bad experiences. This means the onus is on a company to respond to negative feedback swiftly, and prove that continual improvement is interwoven in their culture. In addition to documenting feedback, data is an excellent way to ensure continual improvement initiatives are targeted. Done correctly, data can serve up valuable insights on how your business is tracking, where customers are most and least engaged, and much more. Evaluate your continual improvement practices by considering: - Does the company actively seek feedback from its most valued customers? - Is feedback passed on to relevant teams? - Are products, services and packages evolved to meet expectations? - Are issues actively addressed? - Do you proactively communicate upgrades with customers? - Do you effectively collect and analyze data to drive improvements? ## Equipping your most precious resource Many of the essential aspects of customer experience come back to a customer’s interaction with your frontline workforce. This is why transforming outdated scheduling and mobile workforce management methods with best of breed technology is vital. It’s one of the best radical, smart and cost-effective steps you can take to see huge gains in customer experience, intimacy and loyalty. At Skedulo, we have helped organizations do away with spreadsheets, emails and incessant phone calls to replace them with an efficient cloud-based, fit-for-purpose solution. Here are just 10 of many Skedulo features that we know help our clients drive a better customer experience: 1. Fully prepared workers with knowledge of their future schedule 1. Skills and location tagging to schedule the right person for the job 1. Equipment tagging based on job type so workers are equipped 1. Centralized job and customer details, tier level and account status 1. Real time, centralized messaging and updates so workers are informed 1. Field notes and photos in customer file to eliminate double records 1. Resource certifications and expiry data to ensure workers are qualified 1. Self-service customer bookings 1. Automated appointment reminders and “on my way” notifications 1. Built in map and route so workers reach appointments on time Plus with full visibility of all workers in the field, your scheduling and customer service teams can respond to customer enquiries with unprecedented speed and accuracy! [Access the full white paper](https://info.skedulo.com/rs/960-CDH-700/images/Delivering%20the%20Ultimate%20Customer%20Experience%20through%20Your%20Deskless%20Workforce_Skedulo.pdf) ## What our customers say > “We were losing 20-30k a year in dispatching double bookings alone. Now if a dispatcher tries to enter the same job twice, the system flags it. Skedulo helps us see our mistakes before they happen.” > > — Anthony, Director of Field Operations, Bay Area Traffic Solutions > “If a job changes, I update it in Skedulo and it instantly pops up on the driver’s phone. When we’re on our way the app lets the customer know and gives them an ETA. And when you complete a job, Skedulo sends an automatic email receipt to the customer. This saves our drivers up to 10 minutes for every pickup, which really adds up when you have lots of pickups in a day.” > > — Jordan, Furniture Bank > “Skedulo is so simple to use; I accept the job and can literally get in the car, hit go, and it will connect me to the navigation system and take me straight to the patient’s location.” > > — Dr. Semiya, GPDQ > “With Skedulo we can see the swim length so it’s clear what times are available, when our cleaners are available, and what days we have everything locked in. It’s much more harmonious for everyone. It’s like having 10 more people working for us.” > > — Ashley, Operations Manager, Scrubbi > “Skedulo helps us build the culture we’re working towards: more transparency and empowerment for our people in the field. It’s is a game changer. It amazes me that other companies can have 60 trucks on the road and no technology to manage their people—they’re still using spreadsheets and paper work orders. It’s so much less productive.” > > — Slavko, Operations Manager, ServiceMaster Residential Vancouver > “Skedulo allows me to focus on my patients because I’m not worried about getting back to my computer to check emails.” > > — Shannon, Solace Pediatric Home Healthcare ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/" type: "resource" title: "Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce" resourceType: "whitepaper" date: "2021-03-11" description: "Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this." lastmod: "2021-03-11" --- # Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce By Skedulo Team · 2021 Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. ## Digital transformation: by choice or necessity? Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. While a transformation means different things to different organizations, evolution is vital to keeping pace with industry leaders and innovative startups in a rapidly growing marketplace. In recent times, not all digital transformation efforts have been planned. COVID-19 left many businesses in a life or death situation, requiring urgent upgrades simply to remain operational. Moving forward, success in this new digital age will require foresight and careful planning—with a deep understanding of what the [future of work](https://www.skedulo.com/learn/deskless-workers/) will look like in the new digital age (“industrial revolution 4.0”). ## Understanding your workforce In 2020, the race was on to deploy smart technologies that would enable remote working for a predominantly desk-based workforce. However, the desk-based workforce is progressively being replaced by an expanding deskless workforce—comprised of mobile and shift workers who “hot desk”, move between various sites, and deliver services in the field. The next phase of digital transformation must cater to the needs of these deskless workers. It must also consider the requirement for transparency and oversight of a highly mobile workforce, where seeing a person sitting at their desk is no longer an effective way to measure productivity. #### Assess your workforce: - What percentage of workers in your organization is deskless? - Do you expect this number to increase? - What are their technology needs? - What level of oversight do you have of their capacity and movements? - What may be holding them back from being more productive? ## 80% of the global workforce and growing Our research tells us that the deskless workforce is the fastest growing workforce in the world, now comprising 80% of all workers. Yet, many technologies are designed solely with desk-based workers in mind. They rely on the use of laptops or monitors, and may not factor in the mobile and security requirements of people who spend their days operating across multiple locations. In our report, [_Solving the Software Gap for the Growing Community of Deskless Workers_](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/), 96% of technology decision makers we surveyed predicted that their deskless workforce would stay the same or grow in the next 1 to 2 years. 86% told us they would benefit from a dedicated technology platform focused on meeting the specific needs of their deskless workforce, and the majority said boosting productivity was the main goal for implementing technology designed for deskless workers. ## Deskless workers are the face of your business A key reason for implementing technology that is engineered to support deskless workers is customer experience. While initial digital transformation efforts may have focused on ensuring service delivery or driving efficiencies to reduce costs, the value of customer experience cannot be underestimated. Customers are the lifeblood of your business and their engagement, loyalty and opinions matter more now than ever before. As the face on the frontline who is talking to and engaging with your customers every day, your deskless workforce must be fully equipped to provide the best possible customer experience. To do this, the next phase of your digital transformation must include systems that empower frontline workers to reach their full potential. ## The trouble with legacy systems in managing a next generation workforce Some organizations believe legacy methods—such as spreadsheets, emails and phone calls—are sufficient for managing a deskless workforce. And while this may be true for a small operation, these methods are simply unsustainable for a growing enterprise. The same applies to aging proprietary software that is clunky and difficult to extend. Managing a next generation mobile workforce requires agile technology that can be configured and extended to meet the specific needs of your organization and its people. This includes the ability to integrate with other new systems that form part of your greater digital transformation strategy. Leveraging best of breed technology that has been purpose-built to drive efficiencies in specific areas, and is able to integrate with other best of breed technologies, is an astute strategy that could position your business well ahead of its competitors. ## Digital transformation + data transformation There is a complementary transformation happening within business worldwide alongside digital, and that’s the rising dominance of data. As digital capabilities improve to enable greater capture and storage of operational and sales figures, the race is on to turn these datasets into valuable business insights that take informed decision making to new heights. This is where the power of new technologies can really shine over legacy methods such as spreadsheets and archaic platforms. Data capture and analytics is a key component of cloud-based systems, where capabilities are pre-built into the software and form a central component of the service on offer. No longer do you require countless man-hours to sift through disparate datasets, trying to make sense of the numbers. New platforms do the hack work for you: serving up crystal clear insights that make reporting, reviews and compliance easy. ## The rise of artificial intelligence and machine learning Advances in artificial intelligence and machine learning offer infinite possibilities as we move from the industrial revolution of the 18th century through to the fourth industrial revolution in 2020 and beyond. As we seek to leverage robotics in new and unimagined ways, artificial intelligence offers unprecedented opportunities for solving age-old business challenges. Leading global enterprises are rapidly building out their “second workforce” of AI, which operates behind the scenes and frees up human workers to do what humans do best: talk, relate, analyze and imagine. By handing over manual and repetitive tasks to AI, we get back the one thing money can’t buy: time. ## New technology changes how people perceive your business As industries battle to attract and retain skilled workers, gaining confidence in your company’s ability to survive the digital revolution is crucial. During COVID, [we surveyed over 1,300 employees](https://www.skedulo.com/learn/deskless-workers/) to find out what sentiment was like at the frontline of organizations in a variety of sectors. We found that investment in technology not only helped employees perform better and more efficiently—it also made them more optimistic about the future of their job at the company. As we move towards a post-COVID world, smart technologies will go a long way towards building an enviable employer brand that effectively meets the needs of a next generation workforce. ## Where to begin Following the events of 2020, your organization has likely made huge strides with its digital transformation. But to _remain_ competitive, it’s vital to stay vigilant and plan ahead for success. Digital transformation 2.0 is about identifying where you are now, and whether you have what it takes to provide an experience the next generation of workers and customers expect—before leveraging technology to help close the gap and pave the way for an array of other benefits such as: - Higher productivity - Less resource wastage - Reduced operating costs - Data for informed decision making As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. ## Skedulo: the future of mobile workforce management Imagine being able to deploy a single platform that addresses your biggest business challenges—from efficiently managing your expanding mobile workforce, to exceeding customer expectations. ### Here are 5 ways Skedulo empowers your business to do this: ##### 1. Smart scheduling with complete oversight of your mobile workforce - A single source of truth for your entire mobile workforce - Intelligent and proactive scheduling for shifts and field work - AI-driven to minimize scheduler time and effort ##### 2. Real time communication for fully equipped frontline staff - Foresight of their schedules for better planning - Customer notes in their pocket - Digital records to reduce paperwork - Centralized, real time messaging and updates ##### 3. Self-service capabilities to delight customers - Self-service appointment scheduling and re-scheduling - In-person and virtual meetings - Appointment reminders - Individual confirmation or QR codes ##### 4. Data on demand - Track resources and equipment - Spot gaps in productivity and scheduling - See where workers are at any time - View travel times and other key data ##### 5. Easy integration with other best of breed technologies - Configurable with almost any cloud-based application - Established partnerships with other leading platforms - Extend Skedulo as you scale and integrate new technologies ## A breeze for your IT department One of the major barriers to the adoption of new technologies is the perception that it is costly, stressful, and time consuming. Skedulo has been engineered to remove these barriers, as well as many of the headaches IT teams deal with when they don’t have effective mobile workforce management software. #### This includes: 1. Rapid deployment—in just weeks not months 1. Custom configurations—so the platform meets your specific needs 1. Ongoing support—training and access to your own Customer Success Manager 1. Fast modifications—respond to operational or compliance changes 1. Enhanced security—reduce the risks associated with a highly mobile workforce We take pride in our zero-trust approach to mobile workforce management, with [in-built security features](https://www.skedulo.com/security-policy/) that have been designed with the deskless worker in mind. ## Are you ready for digital transformation 2.0? Your business is poised on the precipice of an exciting new era. One where we can finally say goodbye to cumbersome processes and empower our people to achieve the productivity, efficiency, and level of customer service they aspire to. At Skedulo, we are proud to be leading the way by delivering a user friendly, cloud-based platform designed to elevate and support your deskless workforce. Since 2013 we have formed lasting relationships with customers in countries across the world. Our dedication to our customers (you) is evident in the continual evolution of the platform to align with years of feedback from the C-suite through to the frontline. We value the partnerships we create with industry and thought leaders alike, and look forward to sharing with you: - How your peers are using Skedulo to achieve business goals - How Skedulo can address your mobile workforce challenges - Why Skedulo is the perfect way to launch your digital transformation 2.0 **To find out how we can help your business step into the next stage of its digital transformation with confidence, contact us to [book a free demo](https://www.skedulo.com/book-a-demo/).** #### Download the full white paper: _Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce_ [Download the white paper](https://info.skedulo.com/rs/960-CDH-700/images/Digital-Transformation2.0_Skedulo_2021.pdf) **Take your business into the next stage of its digital transformation** ## What our customers say > “Skedulo helps us build the culture we’re working towards: more transparency and empowerment for our people in the field. It is a game changer. It amazes me that other companies can have 60 trucks on the road and no technology to manage their people—they’re still using spreadsheets and paper work orders. It’s so much less productive.” > > — Slavko, Operations Manager, ServiceMaster Clean Vancouver > “With Skedulo we can see the swim length so it’s clear what times are available, when our cleaners are available, and what days we have everything locked in. It’s much more harmonious for everyone. It’s like having 10 more people working for us.” > > — Ashley, Operations Manager, Scrubbi > “Skedulo allows me to focus on my patients because I’m not worried about getting back to my computer to check emails.” > > — Shannon, Solace Pediatric Home Healthcare > “Skedulo is so simple to use; I accept the job and can literally get in the car, hit go, and it will connect me to the navigation system and take me straight to the patient’s location.” > > — Dr. Semiya, GPDQ > “We were losing 20-30k a year in dispatching double bookings alone. Now if a dispatcher tries to enter the same job twice, the system flags it. Skedulo helps us see our mistakes before they happen.” > > — Anthony, Director of Field Operations, Bay Area Traffic Solutions > “If a job changes, I update it in Skedulo and it instantly pops up on the driver’s phone. When we’re on our way the app lets the customer know and gives them an ETA. And when you complete a job, Skedulo sends an automatic email receipt to the customer. This saves our drivers up to 10 minutes for every pickup, which really adds up when you have lots of pickups in a day.” > > — Jordan, Furniture Bank **Reduce your scheduling time by 48%** ## Most popular resources - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/evolution-of-home-services-residential-contractors/" type: "resource" title: "The Rise of Home Services In Every Industry" resourceType: "ebook" date: "2019-04-16" description: "As competition among in-home services providers heats up, customer expectations continue to rise. Providers must adapt to evolving customer wants and technology." lastmod: "2019-05-09" --- # The Rise of Home Services In Every Industry By Skedulo Team · 2019 Personalization, speed, and responsiveness are key in the age of the customer. Learn how to stand out from your competitors. U.S. companies lose [$75 billion annually](https://www.forbes.com/sites/shephyken/2018/05/17/businesses-lose-75-billion-due-to-poor-customer-service/) due to poor customer service—up more than 20% and $13 billion since 2016. Customers’ expectations around in-home services are higher than ever, and there’s no sign of it slowing down. ## On-Demand Home Services Trends With your competitors only a click away, how do you stand out in the marketplace and deliver a truly excellent experience? Download our ebook _The Rise of Home Services In Every Industry_ to learn: **✓ Today’s Customer Expectations **Which  three key things consumers are looking for in “The Age of the Customer.” **✓ Industries That Will Be Most Impacted **Why in-home services are on the rise in several industries (and which ones are poised to make a splash). **✓ Ways to Increase Customer Service **How home services providers in every industry can step up their customer focus. **✓ Tips for Businesses **How new players in the home services space can empower their mobile workers. [Download now](https://www.skedulo.com/thank-you/rise-of-home-services-in-every-industry/) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/field-service-management-software-checklist/" type: "resource" title: "Field Service Management Checklist" resourceType: "checklist" date: "2018-05-28" description: "The right field service software improves scheduling, customer satisfaction, the employee experience, and more. Use the field service checklist to find the right tool for you." lastmod: "2024-04-26" --- # Field Service Management Checklist By Skedulo Team · 2018 The right field service software improves scheduling, customer satisfaction, the employee experience, and more. Use the field service checklist to find the right tool for you. The field service industry is in a state of rapid growth. By 2026, the global field service management market is [expected to reach $10.8 billion](https://www.alliedmarketresearch.com/field-service-management-market), an increase of more than $7 billion from 2018. With this explosive growth—and higher customer expectations—comes the need for better tools to manage field service. By 2025, [Gartner predicts](https://www.gartner.com/doc/reprints?id=1-25PEJYXW&ct=210402&st=sb) that algorithms and scheduling bots will schedule more than two-thirds of field service work, and more than half of FSM deployments will use augmented reality (AR) and digital knowledge sharing tools in the field. ## Field Service Management or Mobile Workforce Management? Technology is continually developing, with new terms to go with it. Mobile workforce management is a newer category compared to FSM, and its development reflects the way delivering service to businesses and consumers alike has changed with innovations in technology, like smartphones, and changing customer preferences. FSM is similar to [mobile workforce management](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/), but there are important differences. Mobile workforce management is an all-encompassing, general term that includes oversight of any employee who works outside of the office, such as consultants, sales people, home healthcare providers, and construction workers. FSM applies specifically to the delivery, maintenance, and repair of physical products, and management of technicians out in the field who perform these tasks. Put another way, [60% of all workers](https://www.idc.com/getdoc.jsp?containerId=prUS46809920) will be mobile workers by 2024. Only a small percentage of these workers will be traditional field service technicians, while the remainder fall under the much broader category of [deskless workers](https://www.skedulo.com/learn/deskless-workers/). ## Field Service Management Features Checklist Managing the deployment of systems and equipment, workers out in the field installing and maintaining the equipment, and customer requests—all in real-time—is no easy task. It requires a system that’s powerful enough to handle many different types of requests, but intuitive enough for managers and field workers to use in their everyday work. Look for the following key features in your FSM system: ### Technician and Contractor Management - **Manages your contractors as well as your employees. Field service organizations depend on contractors and part-time technicians to deliver consistently high-quality service to customers. Businesses may use contractors to temporarily expand the size and capacity of their team, or to bring in a specific type of expertise that is missing on the team—in fact, Gartner estimated that over 40% of field service work would be performed by contractors by 2020. When choosing an FSM solution, consider whether it can manage [outside contractors](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-contractors/) who are doing work on your company’s behalf. Those workers’ availability, skills, and costs all play a part in scheduling and dispatch decisions, so your field service software needs to be able to incorporate those workers (and allow you to report on their productivity).** - **Manages dynamic skills easily.** Field service teams are as varied as the individuals that make them. Your FSM system needs to ensure you have the right mix of skills, certifications, and capabilities to complete service and fulfill service-level agreements (SLAs) correctly. Look for field service software that makes it easy to add skills and attributes to workers’ profiles and assign the right skills to specific jobs as requests come in. - **Improves visibility into the relevant customer history.** The more prepared your field service workers are, the happier your customers will be. Your field service solution should allow mobile workers to securely access relevant customer data at every step of the process: preparing for a job, walking up to the job site, and filling out post-appointment forms. Look for a solution that allows you to set your field workers up for success, giving them the background information and customer history they need to deliver excellent customer service. Also, make sure this data is available to schedulers and dispatchers, who need to make informed decisions about who is the right fit for each customer request. ### Scheduling and Dispatch - **Schedules and dispatches technicians in real-time.** The scheduling and dispatch engine should be able to handle complex scheduling needs, like matching technicians to jobs based on multiple skills, real-time location, irregular availability, and customer preferences. The [scheduling capabilities](https://www.skedulo.com/product/field-scheduling/) should be customizable and scalable enough to support your business as you grow and add new customers or services. With the right field service software, information is more likely to be shared and appointments are less likely to be missed, resulting in fewer calls from frustrated customers. Your field service management system should have the flexibility to handle schedule changes in real-time—both through intelligent [scheduling automation](https://www.skedulo.com/blog/how-automated-scheduling-benefits-the-mobile-workforce/) and manual intervention when desired. If an employee is unable to make an appointment, or a customer requests a new time, the FSM system should handle updates in real-time, send notifications immediately to the right people, and adjust schedules as needed. - **Provides an intuitive scheduling console for your operations team.** The field service software you choose should be intuitive and easy for the [operations team](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/) to use. With a scheduling platform that makes viewing the queue of jobs and job statuses simple, the operations team can more easily navigate work assignments, customer requests, and real-time developments. Scheduling long queues of jobs against large, dynamic teams requires synthesizing lots of visual information, so look for an FSM tool that uses intelligent recommendations, clean visuals, and overall flexibility in its design. - **Can quickly find the most-qualified technician for the job.** With dozens (or even hundreds or thousands!) of workers out in the field at any given time, field service dispatchers need to be able to match the most qualified technician with the job on hand right away. Look for field service software that helps you identify the right field worker for the job based on your technicians’ experience, qualifications, and location; customer history and preferences; and overarching business goals like cost reduction and customer satisfaction. Look for simple but effective filtering, attribute tags, and saved preferences to make this task easier. - **Includes an intelligent scheduling engine. The best field service software includes automated scheduling and [intelligent job matching capabilities](https://www.skedulo.com/product/skedulo-intelligence/) that will save you precious time and money. Look for an FSM platform that helps you optimize for specific business goals, such as high customer satisfaction, high employee retention, or low costs. Using advanced algorithms, often supported by artificial intelligence and machine learning, companies can use their field service software to target [specific business outcomes](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) and free up dispatchers’ time for more urgent or nuanced tasks.** Read more on how to [master field service](https://www.skedulo.com/resources/how-to-master-field-service-evolution/), or request a demo today. ### Field Work Execution - **Offers a mobile app for your field workers. Whatever field service solution you choose, it should provide an [intuitive mobile app](https://www.skedulo.com/product/mobile/) that will work on any smartphone (Android, iOS) or mobile device (iPad, Google Nexus, etc.). Your employees out in the field can access the system at any time, grab updated schedules and relevant customer history when they need it, and receive notifications and updates automatically via SMS or push notifications. Field service technicians can send service updates, customer feedback, and other real-time information back to the office while out on the job. Make sure the mobile app is easy-to-use and includes the features your field service technicians [need the most](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/). Optimizes travel routes.** A strong field service management system offers precise appointment times, not “estimated service windows,” so customers know exactly when to expect you. FSM software should help technicians move quickly from job to job by providing the best possible route and syncing with preferred mapping solutions. When the cost and time savings of optimized travel are applied across your entire mobile workforce, the [ROI of effective management](https://www.skedulo.com/blog/roi-of-mobile-workforce-management/) is multiplied. - **Provides on-the-job guidance.** When technicians show up on site to meet customers, they have the opportunity to get the job [done right the first time](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), or create more problems that have to be solved later. Your FSM should provide tools to help technicians do quality work. An app with task lists, safety checks, and customer details specific to that job gives your mobile employees the power to create a personalized experience while making work easier. - **Tracks job progress and field workers in real-time.** Tracking field workers’ progress as they move between jobs is an important part of keeping the workforce [safe and on track](https://www.skedulo.com/blog/how-mobile-workforce-tech-can-improve-worker-safety/). Effective field service software gives mobile workers the tools to check in and out of jobs and eliminates traditional timesheets. With this real-time information about which workers are on the job, the back-office team can provide status updates to customers, managers, and other workers to keep things running smoothly. Look for field service software that offers robust field service tracking (and ideally GPS tracking) so you can get full visibility of field workers’ locations to ensure safety and productivity. - **Enables communication and problem-solving.** Real-time communication allows technicians out on the job to report status updates as they are working. With the right FSM system, they can notify the operations team of job updates and ask for expert assistance in solving an unexpected problem—in real-time, as it happens—for faster, more comprehensive service. This simplified communication helps everyone know the status of the work in progress and gives technicians the tools they need to do their jobs well, boosting overall workforce morale. Have a field service software vendor give a demo of this process in action, using different scenarios with various work requirements, to make sure it can handle the unique, complex needs of your business. ### Platform Connections and Integrations - **Collects important field data and securely shares with the back office.** Relying on paper forms and manual data entry leads to lost time, errors, and overall inefficiency for the back office. As your field operation grows, make sure your [data collection](https://www.skedulo.com/blog/collecting-the-best-data-from-mhealth-technology/) evolves with it. Your field service management system should make it easy for mobile workers to collect data on the go. Rather than carrying paperwork to and from appointments—and bringing back a large stack at the end of the day for processing—your field workers should be able to capture photos, e-signatures, digital forms, and other paperwork [in the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), then automatically sync that data with your system of record. Make sure the system you choose can work offline on the mobile device so data is not lost and business is not slowed down. - **Generates actionable field service reports. **The best field service software helps you not only collect data, but also share that data with the people who need to know. Every level of a field service organization benefits from actionable reports: supervisors need daily, weekly, or monthly reports that show how many jobs are being completed; dispatchers need frequent updates on team capacity and availability; and executives need roll-up reports that summarize the performance of the entire workforce (full-time, part-time, and contractors together). Look for field service software that can [track field service KPIs](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/) and report on them in a user-friendly way. - **Integrates seamlessly with other systems.** Your field service software needs to work seamlessly with any other system in use, especially CRM and [ERP systems](https://www.skedulo.com/blog/erp-and-field-service-management-why-you-need-both/). The FSM platform should be able to access and connect data from your systems of record, regardless of platform, for full integration with invoicing, human resources, electronic medical records (EHR), and other key systems. It should be able to scale with your company, adding on to enterprise software along the way, to enable your field workers to provide best-in-class service as you grow. By connecting your field service management system to your systems of record, you can also enable visibility into the customer’s history with your company. Mobile workers should be able to securely pull customer information for their next job, giving them instant insight into how your company has engaged with the customer in the past. With this information, they are prepared to provide great service before they even knock on the door. As you evaluate FSM platforms, make sure the tools you have in mind have well-documented [integrations](https://www.skedulo.com/integrations/) with the CRM, ERP, HR, and other systems you already rely on. The right field service software can make all the difference for your technicians, your customers, and your business. See why [G2 has named Skedulo a Leader](https://www.skedulo.com/customers/g2-leader/) in Workforce Management and Field Service Management for 13 consecutive quarters, or [request a demo](https://www.skedulo.com/book-a-demo/) to see the platform for yourself! ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/g2-customer-perspectives-report-winter2021/" type: "resource" title: "Compare the Top Field Service & Workforce Management Softwares of 2021" resourceType: "report" date: "2021-01-12" description: "See how Skedulo, ClickSoftware, Deputy, Jobber & Microsoft Dynamics 365 Field Service and other top vendors stack up in this comprehensive report by Skedulo and G2, the world’s largest B2B software review platform." lastmod: "2021-01-13" --- # Compare the Top Field Service & Workforce Management Softwares of 2021 By Skedulo Team · 2021 See how Skedulo, ClickSoftware, Deputy, Jobber & Microsoft Dynamics 365 Field Service and other top vendors stack up in this comprehensive report by Skedulo and G2, the world’s largest B2B software review platform. This third-party comparison of Field Service & Workforce Management Software is based on real customer reviews and dives into customer satisfaction ratings related to: - Ease of implementation (ease of setup, implementation time, and more). - Ease of use (ease of administration, usability and more). - Relationship ratings (ease of doing business, quality of support, and more). ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/healthcare-2021-what-healthcare-providers-need-to-succeed-in-a-post-covid-world/" type: "resource" title: "Healthcare 2021: What Healthcare Providers Need to Succeed in a Post-COVID World" resourceType: "whitepaper" date: "2021-05-06" description: "We’re stepping into a new era of healthcare. In talking to healthcare organizations in 2020, we found the shift that occurred for many during the year was nothing short of remarkable. Although digital adoption was comparatively slow before COVID, and the transition to new ways of working (such as telehealth) put initial strain on some providers, the advancement of digital strategies is set to deliver widespread ongoing benefits." lastmod: "2021-05-06" --- # Healthcare 2021: What Healthcare Providers Need to Succeed in a Post-COVID World By Skedulo Team · 2021 We’re stepping into a new era of healthcare. In talking to healthcare organizations in 2020, we found the shift that occurred for many during the year was nothing short of remarkable. Although digital adoption was comparatively slow before COVID, and the transition to new ways of working (such as t… ## Times have changed How are you? A lot has happened in the past year, and often we barrel through life without taking a moment to stop and reflect. Operating a healthcare business during a health crisis is no easy feat. Depending on the nature of your work, you either had more than you could handle or experienced near closure—perhaps having to pivot services simply to stay afloat. In talking to healthcare organizations in 2020, we found the shift that occurred for many during the year was nothing short of remarkable. Although digital adoption was comparatively slow before COVID, and the transition to new ways of working (such as telehealth) put initial strain on some providers, the advancement of digital strategies is set to deliver widespread ongoing benefits. For example, consumer demand for telehealth services means we’re likely to see it grow to [$250 billion of current US healthcare spend](https://www.mckinsey.com/industries/healthcare-systems-and-services/our-insights/telehealth-a-quarter-trillion-dollar-post-covid-19-reality). Digital healthcare ecosystems are also being embraced by progressive companies seeking to drive efficiencies, cost reductions, and a better customer experience. ![digital_transformation](https://assets.skedulo.com/assets/2021/05/Healthcare2021_p2@2x.jpg) ## A critical point in time COVID-19 aside, transformation was always going to be essential for healthcare providers as they gear up to manage the growing medical needs of an ageing baby boomer generation. Baby boomers are typically [far more savvy, health-conscious and engaged](https://journalofethics.ama-assn.org/article/baby-boomers-expectations-health-and-medicine/2014-05) in their medical care than previous generations. They’re also more technologically advanced than some might give them credit for; equipped with their smartphones and an expectation of digital services that would rival even younger generations. Also in constant flux are changes to legislation that affect healthcare providers, such as HIPAA in America, the GDPR in the UK, and the NDIS in Australia. Each of these have required businesses to shift some aspect of their practice—and in the case of the [NDIS scheme](https://www.skedulo.com/blog/what-ndis-providers-should-expect-from-their-scheduling-platform/), may have required a complete pivot in service delivery to ensure funding. An industry experiencing so much organic change is welcoming new technologies to help ease the burden. Particularly those that allow businesses to do more with less while exceeding customer expectations. ## Clients are no longer patient We’re stepping into a new era of healthcare—driven by consumers who proactively seek a state of wellness rather than reactively responding to ailments. Known as the “[consumerization of healthcare](https://www.skedulo.com/blog/consumerization-healthcare-experiences/)”, organizations must be able to meet the needs of these new age customers by providing: - easy access to their personal health data - the ability to self-serve with appointment bookings - personalized experiences with every interaction While meeting customer needs is essential to sustainability, this shift offers excellent prospects for providers too. In addition to attracting a broader cohort of paying customers, forward thinking healthcare organizations well equipped with leading edge digital systems can revolutionize their operations. Consider the benefits of everything from AI-driven automation to self-serve data analytics for business groups such as accounts payable, marketing and leadership. What opportunities could this unlock in your business? ## mHealth makes a move Mobile health (mHealth) represents a huge rise in healthcare services that are being delivered in client and customer homes rather than in the clinic. Advancing technology has enabled an increase in these types of field services over the past decade, with everyone from [general practitioners](https://www.skedulo.com/customers/gpdq/) to allied health professionals including podiatrists, physiotherapists and speech pathologists jumping aboard the mHealth train. The mHealth market is expected to rise to [$316.8 billion by 2027](https://www.grandviewresearch.com/industry-analysis/mhealth-market), supported by a [huge increase](https://www.grandviewresearch.com/industry-analysis/home-healthcare-industry) in the number of personal care and home healthcare workers. This trend is backed by impressive data on the benefits of home healthcare—such as fewer subsequent hospital readmissions and shorter hospital stays for patients who utilize a home healthcare provider. Organizations that leverage this trend and seek to plug holes in the consumer market will set themselves apart from the competition as awareness and spending increases in this area. ## We want to transform, but… Overhauling legacy practices is never easy—especially for established businesses with highly ingrained ways of working. However, sometimes the greatest challenges also offer the greatest rewards. Here are 3 key challenges we know healthcare organizations struggle with when it comes to [digital transformation](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/): 1. _Replacing ineffective and outdated systems is too costly_—some organizations view the cost of new technology as a significant barrier to adoption. 1. _Using digital cloud-based systems is too risky—_client data is highly confidential and governed by strong laws so some health organizations perceive a move to cloud-based systems as a high risk. 1. _Change management and growth is too difficult—_change is often seen as upsetting the status quo, especially when it requires hiring and retaining more staff. ## Addressing the cost barrier The cost to implement new technologies is typically seen as a major barrier to adoption. However, this is not always the case. In addition, the same technologies that are needed to remain sustainable in a hyper-competitive market also offer huge opportunities for the organizations that invest in them. For example, healthcare agencies that adopt mobile workforce management solutions have increased the number of clients seen per day by [more than 33%](https://www.skedulo.com/customers/new-jersey-respiratory-associates/). The goal of cloud-based platforms is to drive unprecedented efficiencies in the business where a return on investment is quickly achieved through benefits such as: - reduced wastage, such as unnecessary travel time - data analytics to reveal opportunities - freeing up staff to see more patients - eliminating the need for additional scheduling staff as the business scales ## Addressing the risk barrier Securing patient data is a serious issue for healthcare organizations. According to a recent report, healthcare hacking incidents [rose by almost 50%](https://healthitsecurity.com/news/healthcare-hacking-incidents-rose-42-in-2020-31m-patients-impacted) in 2020 alone—impacting approximately 31 million patients. Cyberattacks continue to get more sophisticated, and the onus is on healthcare organizations to deploy security solutions that can match this level of sophistication. When you manage all your patient data in-house, the cost to implement the latest security capabilities can be enormous. This is why many organizations are benefiting from the inbuilt security features that cloud-based platforms such as Skedulo have gone to great lengths (and investment) to offer as standard. This includes features such as: - 2-factor authentication - strict access protocols - advanced data encryption - role-based access control - real time backups - compliance with global privacy regulations - plus much more ## Addressing the change barrier Change is never easy, but as Greek philosopher Heraclitus said, it’s the only constant. Healthcare organizations must evolve if they wish to compete—especially against newer entrants who are walking into the sector with a digital-first strategy. The key to managing change associated with new technology adoption is: - excellent training and support - continual improvement to ensure products align with business needs - nurturing and empowering product champions Once people see how newer technologies can help them to do their work faster and more efficiently, uptake naturally increases. Our research shows that new technology adoption also helps employees feel more secure in their jobs. During COVID, [we surveyed over 1,300 employees](https://www.skedulo.com/learn/deskless-workers/) and found that investment in technology not only helped employees perform better—it also made them more optimistic about the future of their job at the company. This is vital in terms of attracting and retaining high performers who see technology adoption as a precursor to selecting the companies they wish to work for. For healthcare organizations, this helps to stand out in a crowded marketplace that struggles with a [50% annual caregiver turnover rate](https://homehealthcarenews.com/2019/09/white-paper-managing-the-mobile-workforce-with-technology/) yet is set to see an addition of [more than one million jobs](https://phinational.org/resource/growing-strong-direct-care-workforce-recruitment-retention-guide-employers/) by 2026. ## Start with technology designed for healthcare professionals At Skedulo, we have been working with healthcare organizations for the better part of a decade to understand their unique needs. During 2020, we [offered free services](https://www.skedulo.com/news/skedulo-releases-capacity-based-appointment-booking-service-for-health-agencies-on-the-frontline-battling-covid-19/) to help our customers scale at no extra cost because we knew demand had increased dramatically. We also introduced [high capacity scheduling](https://www.skedulo.com/blog/reopening-economies-with-high-capacity-scheduling/) to address scheduling for large scale events that needed to comply with social distancing measures. In early 2021, we were chosen by several states in numerous countries to assist with [scheduling the COVID vaccine](https://www.skedulo.com/blog/california-selects-skedulos-high-capacity-scheduling-for-covid-19-vaccine-administration/). In addition, we have worked closely with healthcare customers to configure features within Skedulo that address the specific operational challenges they face every day. **_What if you could implement 1 platform to address your greatest operational challenges—from mHealth to consumer and staff expectations, scheduling, oversight, data analytics and compliance?_** ## Why Skedulo? Skedulo is a cloud-based deskless productivity platform designed to make managing a modern, mobile workforce simple and seamless. **Here are 8 features of Skedulo that our healthcare customers say they love:** ### 1. 100% secure and HIPAA-compliant In a highly regulated industry, you need total assurance of security. Skedulo helps you ensure compliance with regional privacy regulations, and includes a suite of [security features](https://www.skedulo.com/security-policy/) as standard. ### 2. Match customers with the right professional Skedulo allows you to tag workers based on their skills, qualities, certifications, location, and more. This makes it easier to schedule right-fit matches between customers and professionals. ### 3. Manage a blended workforce Manage full time and part time employees, plus independent contractors from the same system and gain complete oversight. ### 4. Real time communication Update workers with pertinent information in real time while they’re in the field. If they have questions, workers can message office-based staff via their Skedulo mobile app which keeps all communication centralized. ### 5. Self-service for patients Let patients select a time that suits them via a self-service appointment calendar, with automated confirmation of appointments plus reminders, access to bills, and more. ### 6. Sync and centralize data Improve speed and security by syncing patient notes, photos and other data immediately. You can also eliminate manual entry with digital forms and signatures. When used in “offline mode”, the system will automatically sync when workers are back online. ### 7. Keep private data confidential Choose who sees what with role-based access control, and keep data safe regardless of whether workers are in the office or on the move. ### 8. Single source of truth - View your schedule weeks in advance - Keep track of worker certifications and expiry dates - See when workers check into appointments, what services were provided and when the appointment was completed - Forecast demand and use data to make informed decisions ## Book a free demo Get a customized demonstration of Skedulo to find out how it can help take your healthcare organization to the next level. [Book a free demo.](https://www.skedulo.com/book-a-demo/) **Healthcare 2021: What healthcare providers need to succeed in a post-COVID world** ## What frontline healthcare workers say about using Skedulo > “Skedulo is very efficient. I know the patient’s name, address, phone number, minor details about symptoms if they have shared them, and any other patient notes. It’s all there on my phone, so I don’t have to disturb anyone to ask for more information—I just go to the appointment. If I need to refresh my memory, it’s all in the one place and I can look back whenever I need to.” > > — Semiya, GPDQ > “Skedulo is so simple to use. I accept the job and can literally get in the car, hit go, and it will connect me to the navigation system and take me straight to the patient’s location. I really like that GPDQ staff know when I arrive at a job and when I finish, and if there is unusual activity they will check in to make sure everything is OK. Skedulo is like added security in your pocket and I really like that.” > > — Rob, GPDQ > “Skedulo has improved our scheduling in ways we didn’t see possible before. As a clinician, I can count on referrals coming in based on whether they are the most appropriate match for me. Skedulo allows me to focus on my patients because I’m not worried about getting back to my computer to check emails.” > > — Shannon, Solace Pediatric Home Healthcare > “I can now schedule 2 to 3 times as many appointments as before. I had always thought ‘I want this system to do what my brain wants to do!’ And that’s what Skedulo does. I get so excited when I schedule, because I know Skedulo is there for me.” > > — Carina, Solace Pediatric Home Healthcare ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/himss-19-skedulos-top-three-takesaways-infographic/" type: "resource" title: "HIMSS'19: Skedulo's Top Three Takeaways Infographic" resourceType: "guide" date: "2019-04-10" description: "Skedulo exhibited at the Healthcare Information & Management Systems Society (HIMSS) 2019 Global Conference and Exhibition. Download your copy of the infographic to learn about our top three takeaways from the event." lastmod: "2019-04-11" --- # HIMSS'19: Skedulo's Top Three Takeaways Infographic By Skedulo Team · 2019 Skedulo exhibited at the Healthcare Information & Management Systems Society (HIMSS) 2019 Global Conference and Exhibition, which brings over 45,000 professionals together to learn about all things healthcare! We had a great time at HIMSS, and put together an infographic of our top three takeaways from the event. You can download your copy of the infographic below to read in greater detail our thoughts on: 1. Interoperability for an Improved Patient Experience 1. In-Home Care Is on the Rise 1. Technology in Healthcare is Improving and Innovating [Download now](https://www.skedulo.com/thank-you/himss19-top-3-takeaways-infographic/) If you want to learn more about others trends that we are watching in healthcare [check out our blog post on healthcare trends in 2019.](https://www.skedulo.com/blog/healthcare-trends-2019/) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/hiring-retaining-managing-deskless-caregivers/" type: "resource" title: "Hiring, retaining & managing deskless caregivers" resourceType: "whitepaper" date: "2023-04-26" description: "Hiring, retaining & managing deskless caregivers: How providers are coping with the ‘new normal’ in home healthcare." lastmod: "2023-08-16" --- # Hiring, retaining & managing deskless caregivers By Skedulo Team · 2023 Hiring, retaining & managing deskless caregivers: How providers are coping with the ‘new normal’ in home healthcare. ## How providers are coping with the ‘new normal’ Companies that offer healthcare, home care, behavioral health therapy, workforce development or other services in the comfort of people’s own homes have important but difficult jobs. Following more than two years of a grueling and emotionally draining pandemic, the needs for their services, leaders in these companies say, are higher than ever. But it’s also more difficult to find qualified care providers. Companies have responded by raising wages, monitoring closely for signs of burnout, even offering discounts to NBA basketball games, among other tactics to attract and retain talented mobile care providers. But many also say scheduling such far-flung teams can be a nightmare and that many modern information systems used for scheduling leave much to be desired. Skedulo spoke with leaders who work for companies or nonprofit organizations, or own franchise businesses, with sizable workforces. Most represented home healthcare or home care services. Other respondent worked in fields such as: - Applied behavior analysis (ABA) therapy for autism patients - An independent reference clinical laboratory that services long-term care facilities - A hospital-at-home program run by an urban nonprofit hospital - Patient services providing in-home interpreters and international patient service run by a large health system - Workforce development programs for people with intellectual and developmental disabilities who live in group homes Respondents who granted Skedulo permission to use their names and job titles are cited in this report, while others asked to remain anonymous. ## Important but difficult jobs Home health agencies and other organizations that provide services in peoples’ homes are inherently difficult businesses to manage. “The most challenging aspect I think is balancing everything,” said Beau Sorenson, COO at First Choice Home Health & Hospice near Salt Lake City, Utah, which maintains an average daily census of around 250 patients. “There’s your billing, there’s making sure the patients get seen and managing staff. Right now, staffing is a significant issue for us, as I know it is for a lot of people across the country. Just making sure that we have people to go out and see patients and get them taken care of, and then ultimately get paid for those services.” Authorizing the right types of visits for payers, including a proper match of nurse certification levels, and staying on top of insurers’ frequently changing rules around reimbursement, are also difficult. “It is pretty challenging with insurance companies at times, because we do have a significant insurance census,” Sorenson said. **“There are a lot of agencies who are majority Medicare, but we’re actually majority commercial. And as a result, managing those prior authorizations, managing the visits and doing it in a way that we’ll end up getting paid are significant challenges for us.”** It underscores a truth that providing care in peoples’ homes is hard work. At Willow ABA Services, which offers center- and home-based autism therapy services, CEO and owner Tanner Sierks says hiring is a major hurdle, especially for lower-level behavioral technicians. “I think that at one time, this field was glamorized, because you get to work with kids with special needs,” he said. “And I think that’s always part of people’s missions and values as they set out to help people. But then there’s a realization that the job’s not for everyone, and it’s harder than it looks.” ## A thinned workforce Service providers say labor challenges are paramount, starting with a shortage of qualified workers. Those agencies that employ licensed nurses have been hit by the same nurse staffing shortage plaguing the entire healthcare system; the U.S. Bureau of Labor Statistics projects 194,500 average annual openings for registered nurses through 2029, fed in part by high rates of retirement that have accelerated during the pandemic. One recent study found that the total nationwide supply of RNs declined by 100,000 in 2021, or 1.8%, the largest drop observed over the past four decades. Burnout is a big challenge. Many respondents say burnout was always a factor in their fields, but the pandemic exacerbated things. Employees, they say, are experiencing the same emotional challenges as the people they’re trying to help. **“Providing support to people with intellectual and developmental disabilities can be challenging during regular times. COVID made it extra challenging because we couldn’t go out as much into the community,”** **said Shannon Ross, director of talent experience with The Arc Central Chesapeake Region, a human services agency that provides workforce preparedness training and other life skills in Severn, Md.** Some added that vaccine requirements, which are key to receiving payment from the Centers for Medicare and Medicaid Services, or CMS, have further thinned the pool of available talent. So did the risks of entering long-term care facilities or private homes while the pandemic raged. Another respondent mentioned lack of childcare as a limiting factor for attracting home caregivers. That’s created headaches for many home healthcare providers, who point to the high acuity levels of patients discharged from hospitals that were frequently overwhelmed by waves of COVID patients and grappling with their own staffing issues. As one respondent put it, there are more people who need home healthcare services, and a higher level of help, but fewer people available to provide it. Not surprisingly, some home healthcare providers say they’re seeing many patients who have gone without care or need more care, since visiting their doctor or a hospital has been complicated by the pandemic. Mental health is also an emerging issue, some say, related to the isolation many patients experienced as the pandemic wore on. But at Denver Health, a safety net hospital, the situation is the mirror opposite in its hospital-at-home program, which it launched to ease pressure on the system as its acute care facilities filled up with COVID patients. Once information about the program and how it would work went out, the program was besieged with applicants, said Natalie Nicholson, associate chief nursing officer. “It was very popular because right now the commutes into Denver metro are crazy, and there’s a lot of desire to be remote workers, since a lot of our nurses are just burned out from the floor,” she said. “So there’s a waiting list for positions.” ## Compensation lags behind For many agencies that provide services in homes, the problem of labor shortages is compounded by what many respondents conceded was an inability to offer competitive pay to home caregivers. At First Choice, Sorenson said there’s been an increase in labor costs for lower-skilled caregivers just to remain competitive in hiring and retention. Before the pandemic, he said, home healthcare aides might start around $13-$14 per hour. Now, it’s between $17 and $20 per hour. Sorenson cites competition from “easier places to do business,” like grocery stores and fast-food outlets, that also raised their starting wages, as the reason First Choice raised their starting pay. That has increased overall operating costs by about 5%, he said. **“We’ve seen some aides who are almost getting paid as much as we were paying LPNs two years ago,” Sorenson said.** One respondent, who runs lab operations for an independent, regional reference clinical laboratory, said his company has had to adjust its expectations amid a huge shortage of qualified lab technicians. The company no longer requires a specialized vocational certificate, instead hiring candidates who have a bachelor degree and are willing to receive on-the-job training. But that strategy isn’t failsafe. New hires, who are often straight out of college, quickly discover they can make more money at a hospital, in biotech or another field, and they end up using the laboratory as a springboard to a bigger paycheck somewhere else. That’s left veteran lab staff weary because they’re constantly training new hires, the respondent said. The company has also had to begin staggering training to get one bench up to speed before shifting to another bench of new staffers. ## Recruitment & retention tactics Agencies that employ mobile workers have nearly all found it necessary to raise wages, though many point out that puts upward pressure on the rates they charge and squeezes their margins. They have also responded with a number of other tactics to attract and retain talent, including: - Offering quarterly bonuses - Offering a clearer path to leadership, including training - Giving gift cards and gas cards to mobile workers - Setting up times when mobile caregivers can come together and connect, such as company “lunch and learn” events, catered pizza luncheons or barbecue cookouts - Sending employees to industry conferences - Creating and hiring for a new position as “onboarding facilitator” — someone who works closely with new hires through their first 90 days on the job - Offering staggered signing bonuses tied to longevity after hiring on, so workers don’t simply leave once they qualify **Helpful tip: At First Choice, Sorenson said the company is considering changing to a different electronic health record system because employees often complain about the difficulty of using the current system.** At Willow, Sierks began a new perk that allows employees who work nine-hour days to take a weekday off every other week. Willow also sometimes sponsors Denver Nuggets or Sporting Kansas City games, where they will cover 20% of the ticket price for anyone who works in applied behavior analysis. ## Scheduling challenges Seniors, who are most often the recipients of home healthcare services, cherish routine, emphasizing the importance for agencies of keeping to a schedule. As one agency franchise owner put it, regularity and dependability give elderly residents something to look forward to. **“We’re trying to customize a care plan for each client to say what’s the right volume of time to have a caregiver in your home,”** **said Roy Wu, a franchise owner at Home Instead Senior Care in southeastern Washington state.** But scheduling for in-home services can get complicated quickly in a complex field like healthcare. In a heavily regulated state like Washington, nurse caregivers need to work at the top of their licensure, but they may not get utilized as efficiently as possible. “So in other words, if you give me a schedule, and I have a client for you four days a week, you're saying, hey, I can actually work five days a week, but that client only wants four. I need to really identify that and make sure I'm utilizing you as much as possible.” ROY WU. Ross, of The Arc, says her agency places its direct support professionals, as they are known, inside the group homes. Because of that, training is very site-specific and unlike a retail operation, where workers can easily be used in multiple locations. “If you’re hired to work in a location, there’s training for those specific people, so you can’t be pulled to other areas,” she said. “We will pull people to other locations, but you have to make sure that there are some additional steps before just putting them there. So that’s kind of a challenge.” Ross said the organization was trying to cross-train employees so they are available at more than one group-home location to be more flexible. That way, The Arc can be more proactive about getting shifts covered when there are openings without having to enlist management in figuring out a solution. Sorenson said First Choice uses its electronic medical record system to do scheduling, which works well for scheduling specific clinicians at specific times. But it lack any real-time visibility into where the caregivers are, and whether they’re en route to a patient’s home. Often times, staff don’t know where a caregiver has been until they complete their documentation at day’s end, he said. One respondent, who runs an in-home interpreter service for non-English-speaking patients at a large health system, uses four different systems, including Excel spreadsheets, to do scheduling. Another, who is director of nursing at a mid-Atlantic home healthcare agency, said she uses the EMR system for scheduling but complains about excessive lag in back-and-forth communications. When clinicians need to make last-minute changes, the office doesn’t know about it unless the clinician calls the office and asks staff to manually update the schedule, she says. There is no mobile app, no ability to view caregiver availability by week or view open jobs, and everything involves manual processes. Other common complaints about scheduling - Home healthcare providers need an easier, automated way to comply with Electronic Visit Verification regulations to verify details like location, times, staffing and sign-ins. - They also need a system that can manage different models of in-home caregiving — for example, a home health caregiver or nurse who makes regular planned visits versus a model in which a caregiver lives in the home, where a nurse or case manager makes monthly visits. Different business models can involve different quality or regulatory standards. The lack of ability to optimize travel routes for caregivers, so they’re not being sent back and forth across town. One respondent said if he sandwiches together two shifts but forgets to account for drive time, the system doesn’t automatically alert him of that, putting pressure on caregivers and risking leaving patients dissatisfied. - Others cited a desire for real-time information on when caregivers arrive at a patient’s home so they can measure employee efficiency. - Scheduling teams often suffer from “app fatigue” and having to toggle between email, EMR, mileage software and other platforms to manage their mobile workers. - Many expressed a desire for a scheduling tool that syncs with other systems, such as payroll, onboarding or human resource platforms. - They’d like more visibility into caregiver certifications or time-off requests, and the ability to record session notes that are necessary to provide to insurers for reimbursement. Ross, from The Arc, must contend with staffing ratios that are directly correlated with funding. “There’s some financial pieces in there,” she said. “It’s not just about covering the hours, but also what the best mix of people in a property or unit is so we’re maximizing the funding.” At the clinical reference lab, one scheduling headache that has arisen is with its phlebotomists, who are also in short supply. The company has had to assign phlebotomists to collect blood samples at multiple long-term care homes — previously, it would send them to no more than two locations before they had to deliver the samples back to the lab. The quality of the blood samples deteriorates the longer they are in the field, and it pushes blood draws later and later into the day. This creates a domino effect that pushes everything else back in the lab. At JEVS Human Services in Philadelphia, officials are looking for a new scheduling solution to provide a stronger communications interface for its home caregivers, though Chief Operating Officer John Colborn said it needs to be a simple-to-use interface, since some of the nonprofit’s mobile caregivers are not comfortable with technology. One big issue is the organization’s current solution doesn’t help it respond to missed shifts. “We don't allow workers to leave their shift until they're replaced,” Colborn said. “So we have some workers who ended up having to spend a night at home that they didn't plan to, and that is not popular. And so definitely, we see the relationship between shift coverage and retention.” Sierks said he sees more automated scheduling as having the potential to improve workflows and boost retention of higher-level positions. Willow consults with several other ABA service providers to manage scheduling and workflows, and many of them don’t have office or operations managers and instead leave scheduling up to location or regional directors.“We tell them, ‘Now you don’t have to worry about scheduling nightmares anymore. You can just focus on what you got into the field for, the clinical side,’” he said. ## Conclusion Asked about his top priority for JEVS, Colborn replied, “it's adjusting to whatever this new normal is,” adding that the nonprofit’s focus on employment and career-focused work for its clients is challenging, given the constraints of the modern labor market and having to augment much of its work through virtual services, due to the pandemic. “And so I would say, recruiting, retaining and providing a level of economic justice for our frontline workforce is probably one of the central motivating ideas we're working with right now.” In an era marked by what some have dubbed the “Great Resignation,” workers clearly have more clout, with the ability to pick and choose jobs that can offer them better pay or benefits — or simply more closely comport with their core convictions. In this environment, home healthcare, ABA and human services agencies, and other organizations that employ mobile care providers who work in people’s homes face an uphill battle to attract and retain talent, much less manage it. Lacking the financial resources to compete against deeper-pocketed hospitals or employers in other industries, they must turn to other resources to ensure that theirs is an efficient, well-run organization that emphasizes individual contributors. Deskless caregivers want to be empowered to focus on their jobs helping people, to work at the top of their licensure, at their optimal capacity, with a clear path to advancement for those that want it. Helping them by creating smaller geographic coverage areas, so there’s less distance they have to drive, providing consistent scheduling so there’s less volatility in their income, and helping them to see the same clients to build consistency and predictability, is a great place to start. [Download the full report](https://info.skedulo.com/rs/960-CDH-700/images/Hiring-Retaining-Managing-Deskless-Caregivers_Skedulo.pdf) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/how-to-master-field-service-evolution/" type: "resource" title: "How to Master the Field Service Evolution" resourceType: "ebook" date: "2018-02-24" description: "Manual scheduling and workforce management constrains growth for field service companies. Learn how tech and automation can improve scheduling efficiency." lastmod: "2020-04-20" --- # How to Master the Field Service Evolution By Skedulo Team · 2018 Growing companies are turning to technology to automate their scheduling processes and improve performance. Many field service organizations use manual methods (paper and pencil and whiteboards!) or spreadsheets to manage and dispatch their mobile workers. Or they have siloed and fragmented systems that don’t communicate with one another. While this may work in the short-term, it’s not built for scale and holds back growth. Growing companies are turning to technology to automate their scheduling processes and improve performance. Yet, it’s challenging to evaluate what technology they need . In the white paper, “**How To Master The Field Service Evolution**” written by the experts at Field Technologies, you’ll learn how to: - Define a phased approach to field automation - Evaluate different methods of implementing technology - Determine what technology is best for your needs - and more! It's time to master the field service evolution! Download the whitepaper now! ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/improving-service-provision-in-the-australian-healthcare-sector/" type: "resource" title: "Full Report: Improving Service Provision in the Australian Healthcare Sector" resourceType: "report" date: "2021-02-25" description: "Survey Results: 50 IT and C-level managers in Australian healthcare organisations gauge where they are on their mobile workforce management journey; expected growth areas; workforce management technology; and the top three challenges and benefits of mobile workforce management." lastmod: "2021-02-25" --- # Full Report: Improving Service Provision in the Australian Healthcare Sector By Skedulo Team · 2021 Survey Results: 50 IT and C-level managers in Australian healthcare organisations gauge where they are on their mobile workforce management journey; expected growth areas; workforce management technology; and the top three challenges and benefits of mobile workforce management. ## Take Advantage of Better Mobile Workforce Management to Improve Service Provision in the Australian Healthcare Sector #### Executive summary IDG Research Services and Skedulo surveyed 50 IT and C-level managers in Australian healthcare organisations to gauge where they are on their mobile workforce management journey; expected growth areas; workforce management technology; and the top three challenges and benefits of mobile workforce management. The study also looked at how digital transformation is expected to impact existing processes over the next 12 months, with the significant findings being: - Nearly half **(46%)** of respondents expect their at home and residential care business to grow over the next 12 months - A high **76%** of organisations surveyed do not have a modern workforce solution - About **18%** of organisations have staff doing field work, but the systems are office-based and are not field-enabled highlighting a big gap in the technology available to care providers - The biggest challenge in nearly **20%** of organisations is the disconnect between staff needs and technology use - More than **one in five** respondents indicated that a customer self-service portal would go a long way to reducing customer service efforts. #### Read on for the web version of the report, or download the full report: Download the full report now to dig deeper into the insights from 50 IT and C-level managers in Australian healthcare organisations. [Access the full report](https://info.skedulo.com/rs/960-CDH-700/images/Market-Pulse-Report_Australian-Healthcare-Sector_Skedulo2021.pdf) #### Introduction Field health and aged care workers are busy people and need to make quick decisions every day. The COVID‑19 pandemic has also made their jobs much more challenging, both in the field and at work in fixed locations. How can IT leaders enable their staff to be more efficient and compliant without technology getting in the way? The answer lies in better workforce automation and systems that enable staff to spend more time supporting people and less time on administration. Furthermore, as the research shows, high levels of administration and compliance requirements can directly impact client healthcare outcomes, which, in turn, can adversely affect the provider’s reputation. #### Nearly half in sector to see growth in home-based care With recent shifts in the regulation and the industry and custom expectations over the next two years the survey asked respondents where they see the growth in their support staff business between residential facilities based and at home care? A strong 34% of respondents indicated they expect their at home care business to grow the most and a further 12% expect the residential business to provide the most growth taking the total to 46%. This is a solid indicator that home-based and remote care is vitally important for the future of the industry. Furthermore, 20% of respondents reported that both facility-based and at-home care should grow equally. For companies looking to grow in the sector, they will need solutions that transcend both facility-based and at home care. #### It is time for technology to keep up: 76% without modern workforce tools To get the most out of both home and facilities-based staff, organisations must have the best technology to support them. The survey investigated the type of workforce management technology organisations are currently using and any associated gaps. When it comes to what type of mobile workforce management tools and technology organisations currently use, nearly one in four (24%) use a specialist mobile workforce management app for staff while they are working. This leaves a high 76% of organisations without a modern workforce solution. This is followed by 20% of organisations that do not have a dedicated app for mobile workforce management. Instead, they are using a mix of existing apps and devices which staff can use remotely. Other technologies in use include generic mobile workforce management apps and manual spreadsheets. About 18% of organisations have staff doing field work, but the systems are office-based and are not field-enabled and hence have no mobile app functionality. These interesting results show there is a big gap in the technology available to care providers. A specialist mobile workforce management app can provide organisations with a much more streamlined user experience and integrate data into corporate systems, which can then be used for other applications. Best practise workforce solutions also extend the process to field workers who can then perform their duties without referring to an office-based solution. #### Workforce management challenges remain: One in five have staff-tech disconnect In addition to technology opportunities, the survey also looked at the top three challenges organisations face when it comes to mobile workforce management. The biggest one—and a challenge in nearly 20% of organisations—is the disconnect between staff needs and technology use. While this is a perennial problem for IT in general, when it comes to caring for people, it is important to have staff who can use the technology and have their needs met by the technology. Furthermore, the same rate of respondents identified it is difficult to track the resources needed for clients. These results show a combination of the right technology and resource tracking will go a long way to helping staff care for people better. This is seen in a further result where 16% of respondents indicated that they do not utilise caregivers time well enough. With the right technology and resource tracking caregivers time can be better spent for caregiving and not managing technology. Other problems include applications not being mobile-friendly in 12% of organisations and workforce management apps not integrating well in 8% of organisations. In addition to the high cost of mobile workforce management technology, 13% of respondents indicated that applications being manual and slow is a challenge. #### The customer is number one: The benefits of workforce management The research shows industry leaders recognise the challenges with workforce management, yet they are also acutely aware of the benefits. When asked what the top three benefits their organisation stands to gain from better mobile workforce management the vision is clearly better customer service, which was the top response. In health and aged care, the “customer” is an aged-care resident or someone receiving home-based care and this ties into having better access to technology and a better user experience for staff. Other benefits IT and business leaders see include improved administration operations, which can be a burden for field workers, and reduced operating costs. If time is better utilised—from resource management to transport—operating costs also go down. At 13%, respectively, higher staff utilisation and the ability to grow the business are also seen as areas of benefit from better workforce management. This is particularly the case in regulated industries where improving margins is not simply a matter of raising prices. Margin improvement needs to come from cost efficiency and most organisations in the industry are operating on fairly small margins and the significant cost is labour, so any improvement to the workforce efficiency directly benefits the bottom line. Backoffice and labour efficiency are two of the biggest levers to improving business margins. #### Digital transformation to drive positive change When it comes to digital transformation, respondents were asked which top three digital transformation outcomes would have the most positive impact on current processes over the next 12 months. More than one in five respondents indicated that a customer self-service portal, including the ability to cancel appointments, receive bills and allocate unavailability, would go a long way to reducing customer service efforts. This finding highlights another gap in the industry where those delivering customer service are not helped with automated self-service portals. IT and business leaders also see digital transformation helping with a client records management system to better track and plan care for clients, which was highlighted by 17% of respondents. Care providers cannot move to digital without the right records and client management to track their caregiving workflows. Third on the list is better rostering and scheduling of staff: Smarter tools can deliver better productivity and maximise utilisation. Digital transformation is critical for automating manual processes and providing the right information for better decision making. #### Summary The time is right for smarter applications for the healthcare industry. Australian industry leaders are aware of the acute challenges faced by staff without the right workforce management technology by their side. IDG Research Services and Skedulo have identified a clear shift to more home-based and residential care, which calls for more mobile applications that will function seamlessly regardless of the location. The main challenges for the sector relate to workforce management technology gaps and staff utilisation. To address this, IT leaders see the need for better technology and believe better customer service will be the big winner. With staff retention and churn also major challenges, people will look to work with organisations that provide an easier work environment and supporting technology. If staff and supervisors are able to see appointments out in the field and better manage resources, administration time will reduce and better customer care experiences result. #### Respondent profile Respondents were from healthcare-related industries including aged care; hospital and healthcare; hospital-lab services; national disability insurance scheme (NDIS) care providers; and other similar Industries. The size of the organisations were between 50 and 10,000 staff. #### Download the full report: Download the full report now to dig deeper into the insights from 50 IT and C-level managers in Australian healthcare organisations. [Access the full report](https://info.skedulo.com/rs/960-CDH-700/images/Market-Pulse-Report_Australian-Healthcare-Sector_Skedulo2021.pdf) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/interoperability-and-the-modern-healthcare-tech-stack/" type: "resource" title: "Interoperability and the Modern Healthcare Tech Stack" resourceType: "ebook" date: "2018-05-29" description: "New developments in healthcare tech have ushered in an IoT revolution, but how can health providers make sense of all this data? Learn about interoperability and how interoperable health systems can produce better care and better patient outcomes." lastmod: "2020-04-20" --- # Interoperability and the Modern Healthcare Tech Stack By Skedulo Team · 2018 Learn about interoperability and how interoperable health systems can produce better care and better patient outcomes. By 2024, the global healthcare IT market is expected to reach [$382 billion.](https://www.variantmarketresearch.com/report-categories/medical-devices/healthcare-it-market) New developments in healthcare technology have ushered in an IoT revolution and introduced new approaches to practicing medicine. Telemedicine and in-home healthcare are an increasingly large part of healthcare, and doctor’s office visits are being replaced by remote, on-the-go electronic monitoring devices that transmit real-time data to healthcare providers. Download our ebook _Interoperability and the Modern Healthcare Tech Stack _to learn: - What the various pieces of a health system tech stack consist of. - How to leverage the IoT revolution to truly connect devices and experiences end-to-end. - How interoperable health systems can produce better care and better patient outcomes. - And much more. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/managing-complex-field-service-work/" type: "page" title: "How to Manage Highly Complex Field Service Work | Skedulo" description: "The most complex field service work requires highly skilled workers, effective scheduling, and technology that can handle multi-stage projects." --- # Managing complex field service work Complex field service often combines several constraints: specialist skills, shared equipment, site access, approvals and work that must happen in sequence. The schedule needs to account for how those constraints interact. For a fiber installation, a site survey and approval may precede the installation crew. Different trades may need to attend together, while testing must wait until installation is complete. A delay in the survey can change the timing and staffing of several later visits. To plan that work, operations leaders need answers to questions such as: - Which workers hold the qualifications required for each stage? - Where will demand exceed the available specialist capacity? - How much capacity should remain available for urgent work? - When should work go to employees, contractors or a specialist provider? Some jobs are difficult to schedule because of their requirements. Others become difficult because hundreds of appointments compete for the same people and resources. In both cases, the useful question is which conditions must be met before work can proceed. This guide covers three areas that operations teams can influence directly: - Dependencies between visits, tasks and project stages. - The skills and capacity available across the workforce. - The rules and objectives used to allocate work. ## Scheduling work with dependencies Record the dependencies between stages before allocating crews. Distinguish work that must finish first from work that can overlap, and identify any required approval or minimum waiting period. A quote may precede an installation, an inspection may release a site for work, or several trades may need to attend together. If a prerequisite is delayed, review the affected appointments and confirm revised commitments with the crews and customer. ## Planning specialist workforce capacity Maintain workforce records that distinguish qualifications, current authorization, experience and availability. A qualification alone does not tell a dispatcher whether someone can perform a particular job at the required time. Capacity planning should account for expiring credentials, planned leave, training and dependence on a small number of specialists. These details help managers identify recruitment or development needs before they become scheduling gaps. Use that assessment to guide: - Recruitment: Specify the skills, service areas and working hours the operation needs, based on work that cannot currently be covered. - Onboarding: Confirm required training, system access and supervised work before making a new employee available for independent assignments. - Development: Plan training and mentoring around recurring skill gaps, including the time experienced workers need to supervise. Schedulers need access to current workforce records when allocating work. Keeping qualifications in a separate spreadsheet creates another check to perform and another record that can fall out of date. Matching criteria may include certifications, licenses, skills, language, customer history and role authorization. Define which are mandatory and which are preferences. Among eligible workers, the allocation still needs to account for travel, capacity and existing commitments. Business objectives then guide the choice. An operation may prioritize service continuity, lower travel costs, balanced workloads or available capacity for urgent requests. For a home healthcare provider, continuity with a familiar clinician may matter more than the shortest journey. That preference must sit alongside the clinical requirements, authorized scope of practice and visit timing. Document those priorities in scheduling policies and review their effect. Changing an objective can alter travel, utilization and continuity across the whole schedule. - Reserve time for supervised work, mentoring and required training in the capacity plan. - Verify onboarding requirements before releasing new workers for independent assignments. - Connect relevant HR and learning records so qualifications and availability stay current. - Apply mandatory skill and credential requirements before ranking eligible workers. - Give mobile teams access to approved instructions, technical documents and colleagues who can help with the job. ## Allocating work against business priorities A scheduling system needs to distinguish a lack of available time from a lack of qualified capacity. The responses are different: rescheduling may solve one, while the other may require recruitment, training or external support. Late arrivals, repeat journeys and unused gaps can reveal poor estimates or allocation choices. Examine those patterns by service and region before changing scheduling rules. There are three useful cases to consider. When many workers can perform the job, compare allocation options against the operation's objectives. The nearest worker may have a later commitment that makes a different assignment preferable. Worker availability and preferences also matter. Review how schedules distribute travel, difficult assignments and changes across the team. For cost control, examine travel, overtime and unproductive gaps together. A low-cost assignment can become expensive if it creates a second journey or disrupts another job. For customer continuity, consider previous service relationships alongside the job requirements. Record the preference explicitly so it does not depend on a dispatcher's memory. For workforce development, schedule supervised work where the service permits it. Account for the experienced worker's time as well as the trainee's. When only a few workers qualify, compare demand with their available hours, locations and commitments. Repeated unfilled requests may justify specialist recruitment or a contracted service arrangement. For example, home-visit requests may require: - A nurse with neonatal care experience and the appropriate authorization. - A clinician qualified to provide the respiratory care specified for the visit. - A nurse who can communicate with the patient in Korean. - A Certified Pediatric Nurse who can communicate with the patient in Spanish. A shared workforce record reduces the calls needed to establish who meets those requirements. Compare the checks involved in a manual process with a supported scheduling process: - Manual: Ask which Certified Pediatric Nurses are on staff. - Manual: Establish which can communicate in Spanish. - Manual: Check availability and the effect of moving existing visits. - Manual: Contact any patient whose appointment needs to change. - Manual: Confirm the assignment with the nurse. - Manual: Circulate revised schedules to the affected team. - Supported: Filter the workforce by the required role, qualifications and language. - Supported: Compare eligible nurses using availability, travel and existing commitments. - Supported: Confirm the allocation and send configured appointment and schedule updates. When nobody qualifies, the scheduler needs a clear escalation path. Review whether the request can wait, whether an approved external provider can cover it, or whether the customer should be referred elsewhere. Do not relax a mandatory qualification to fill the slot. If requests for Spanish-speaking pediatric nurses recur, the provider can compare longer-term recruitment with an external staffing arrangement: - Recruitment: Assess recurring demand and the hours it would support. Include hiring, credential checks, onboarding and supervision in the plan before promising capacity. - External support: Check an agency's qualifications, availability and service terms. Confirm responsibility for records, communication and continuity of care before allocating visits. The scheduling records can help quantify the gap. Review: - The number and timing of requests needing the unavailable skill or language. - Appointments delayed, declined or left unfilled for that reason. - The cost of external coverage and the financial effect of missed appointments. - The hours and locations a new hire or service agreement would need to cover. Use that evidence to choose a staffing response. A small, irregular requirement may suit an external arrangement; sustained demand may support recruitment or training. Revisit the decision as the demand changes. - Compare allocation options against skills, capacity, travel and service priorities. - Include travel between appointments in the schedule, with appropriate allowances for the area and work. - Track schedule adherence, utilization and scheduling effort using consistent definitions. - Make the consequences of a change visible before reallocating work. - Review recurring exceptions to identify inaccurate estimates or rules that need adjustment. Scheduling also depends on records from HR, CRM, ERP and other systems. Agree which source owns each field, how updates arrive and how the team will handle missing or conflicting data. ## Evaluating field service technology Evaluate field service technology using representative jobs, including the difficult cases. A standard appointment does not test dependencies, concurrent crews or limited specialist availability. Include frontline workers in the evaluation. Ask them to review an assignment, locate technical information, record progress and request help under realistic working conditions. Check whether the system can support: - Access to approved technical specifications and troubleshooting instructions. - Messages linked to the job and available to the responsible team. - Progress updates that dispatchers can use without calling each worker. - Mobile tasks suited to the devices and conditions workers use. - Supported offline records and updates, with clear behavior on reconnection. - Connections to CRM, HR, ERP and other systems without repeated data entry. - Allocation against mandatory requirements and chosen scheduling objectives. - Required checks, approvals and evidence for the work being performed. - Forms, photos and findings recorded against the relevant job or asset. - An appropriate view of job progress and location, subject to configured permissions. Ask the provider to demonstrate the process from request through completion, including an exception and a failed integration. Establish what is standard, what needs configuration and what requires additional development. Agree acceptance criteria with dispatchers, frontline teams and system owners. The evaluation should show whether the proposed system fits the work, not just whether individual features are available. ## Complex field operations with Skedulo Skedulo combines field scheduling, mobile work and our Pulse Platform for operations that need to manage more than appointments. Extend records with additional fields and connected objects, configure workflows, and connect other business systems. For complex field operations, this includes: - Allocation based on skills, qualifications, availability and the requirements of the work. - Mastermind scheduling and route optimization against defined objectives and constraints. - Skedulo Mobile for visit details, progress, forms and communication in the field. - APIs and integrations that connect customer, workforce and operational records. Talk to our team about your workforce, dependencies and scheduling requirements. We can demonstrate relevant capabilities and explain the configuration and integration work involved. ## See Skedulo in action [Talk to an Expert](https://www.skedulo.com/book-a-demo/) --- --- url: "https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/" type: "resource" title: "What to Do When Everyone (or No One) Is Right for the Job" resourceType: "ebook" date: "2018-05-15" description: "What do you do when everyone’s right for the job? Or worse, when no one’s right for the job? Get practical advice for managing multiple projects and priorities with a mobile workforce." lastmod: "2019-10-09" --- # What to Do When Everyone (or No One) Is Right for the Job By Skedulo Team · 2018 Here's the big question: Who is right for the job? Download our latest ebook to learn the three common workforce characteristics that schedulers must plan for. When you manage a mobile team there isn't much time outside of juggling multiple priorities and meeting customer demands to decide "who is right for the job?" At a base level, "right for the job" means having the requisite skill, equipment, experience, and proximity to the job. But with advanced scheduling tools, this can mean so much more: the “right” person can deliver the needed service and help you reach strategic business goals, whether it’s cost reduction, customer retention, employee development, employee retention, or something else entirely. Download our latest eBook to learn the three common challenges that schedulers run into, including: - What to do when everyone is right for the job? - How to optimize the skills and talents of your workforce for specific needs/jobs? - What to do when no one is right for the job? [Download now](https://www.skedulo.com/thank-you/success-what-to-do-when-everyone-or-no-one-is-right-for-the-job/) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/mobile-workforce-customer-journey/" type: "resource" title: "Mastering the Customer Journey" resourceType: "guide" date: "2018-04-26" description: "What does the customer journey look like from the perspective of the customer, scheduler, and mobile worker? Download our latest infographic now to learn the five stages involved in the customer journey!" lastmod: "2020-04-20" --- # Mastering the Customer Journey By Skedulo Team · 2018 From the first moment of service to job completion, find out what your mobile workforce customer journey looks like in our latest infographic. How does your customer journey shape up? Download the infographic now to learn: - The five stages of the customer journey (including a bonus stage) - The role of a Scheduler, Mobile Worker, and Customer - How the customer journey flows from the initial request to delivery of service - And more! ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/mobile-workforce-management-checklist/" type: "resource" title: "Mobile Workforce Checklist" resourceType: "checklist" date: "2018-03-07" description: "Managing mobile workers requires more than basic staff scheduling. Use this feature checklist as you search for the right mobile workforce management tool." lastmod: "2024-04-26" --- # Mobile Workforce Checklist By Skedulo Team · 2018 Looking for a new way to schedule your mobile employees? Use this checklist while you search to find the best scheduling tool for you. There are more than 3 billion people who regularly use smartphones, and the number continues to grow. The increasing popularity of smartphones—[demonstrated by 25% growth](https://www.statista.com/statistics/330695/number-of-smartphone-users-worldwide/) in users from 2016-2019—means that companies need to be mobile-first when it comes to both their employees and their customers. Many smart companies are working hard to keep up with the mobile work movement by investing heavily in mobile-friendly, cloud-based workforce management solutions. But with so many options on the market, how do you choose the right one for your deskless workers? [Access Printable Checklist](https://info.skedulo.com/rs/960-CDH-700/images/mobile-workforce-mangement-checklist.pdf) ## Feature Checklist for Workforce Management Tools At first glance, the many SaaS-based mobile workforce management tools available may look very similar. But as you dig deeper, you will see meaningful differences between solutions in terms of data collection, intelligent functions, mobile compatibility, and more. Look for the following essential features in your mobile workforce management system: ### Scheduling and Communication - **Matches the right worker to the right job. **For the first iteration of mobile workforce management tools, finding and sending an available technician to a customer was a game-changer. These days, that just doesn’t cut it. To provide the best customer experience possible, you’ll need a solution that can match mobile workers to clients in a more dynamic way. They even enable you to [create shift and roster templates](https://www.skedulo.com/blog/introducing-shifts-and-rostering/) to manage single shifts, recurring appointments, and more—all based on resource requirements and demand—saving you time generating rosters for your blended workforce. - **Notifies mobile workers of new jobs and appointments. **A mobile workforce management tool only works if the information reaches the people who need it. Basic scheduling tools still require manual emails or calls for shift updates and changes, and those administrative tasks just aren’t [sustainable as your business scales up](https://www.skedulo.com/blog/free-scheduling-tools-wont-help-you-scale/). Your mobile workforce management solution should automatically notify deskless workers of new jobs, cancelled appointments, or schedule changes without the information getting lost among the shuffle of manual staff scheduling. As you evaluate tools, make this a point of emphasis so you can ensure your mobile workforce is as [productive and efficient as possible](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/), regardless of their ever-changing schedules. - **Offers various notification options. **The mobile workforce management software you choose should complement your workforce. Make sure the tool offers multiple notification options, including push notifications, email, and SMS text notifications, depending on how your employees like to receive updates. Think about how your workforce operates (and how that may evolve in the future), and pick a solution with notification options that will work over time. **Get your copy of the Buyers Guide to Mobile Workforce Management** ## Optimization for Deskless Workers - **Is mobile-first, and works seamlessly with all your devices. **To keep up with the pace of change, you need a solution that fits seamlessly with how your mobile employees conduct business. Look for a mobile workforce solution that is purpose-built for mobile work, not retroactively adapted to the changing environment. A solution that works with any mobile device—not a specific brand or operating system—is better positioned to meet your needs right now and in the future. - **Has real-time tracking capabilities. **Real-time tracking is a feature that separates the best workforce tools from the rest. Look for workforce management tools that allow you to see when workers accept, travel to, check-in, start, and finish each job. This [real-time visibility](https://www.skedulo.com/blog/mobile-workforce-visibility-kpis/) helps managers understand how and where everyone is working, and it gives the back office tools to provide status updates when needed. - **Helps mobile workers capture data from the field. **In the past, a remote worker would come back to the office at the end of the day to drop off a huge pile of paperwork for the back office to sort through. As the [field service industry](https://www.skedulo.com/learn/field-service-overview/) gets more crowded, customers want faster service and issue resolution. This requires streamlined, mobile-first data collection, not [manual pen-and-paper processes](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-operations/). - **Gives mobile workers access to important information. **The better prepared your mobile workers are, the more value they can deliver to your customers. If your workforce management system is disconnected from your customer database, you will be missing out on important opportunities to increase customer satisfaction. As you look at workforce management solutions, prioritize the ones that put customer data and job logistics front and center for your mobile workforce. Information about job logistics helps your mobile workers arrive at the site better prepared or even make adjustments to personalize their service. Seeing the customer history will help workers [understand the customer’s situation](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/) without having to ask them to repeat details. - **Can set precise appointment times based on location and availability. **When most people think of field service or the mobile workforce, they too often think of sitting around and [waiting for the cable guy](https://www.skedulo.com/blog/field-service-isnt-just-for-telecom-anymore/) for hours at a time. Technology has moved far beyond the four-hour “estimated service window”—so why rely on a workforce management system that can’t be more precise. As you review workforce management options, look for a system that can set precise appointment times. You’ll find that exact appointment times make your customers happy (and happier customers means better days for your employees!). Make sure the system you choose has the ability to automatically notify customers if the mobile worker is running late or needs to reschedule. ## Interoperability - **Integrates with other tools for extra functionality **Your workforce management software should make it easier to perform other business functions—not more complicated. One tool may not be able to do it all, but it should be able to talk to other systems to build on its functionality. Look for a system that integrates easily with other tools and platforms. If you need connectivity with HR and payroll, make sure it is compatible with those tools. If you have a custom app that employees use in the field, check if the workforce management system has APIs to let you build functionality into your own app in addition to using its proprietary app. Interoperability is particularly important for [industries like healthcare](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), which rely on a combination of different platforms and databases that need to be accessed securely. - **Integrates with CRM platforms like Salesforce and ServiceNow. **Platforms like [Salesforce](https://www.skedulo.com/integrations/salesforce/) and [ServiceNow](https://www.skedulo.com/integrations/) house valuable customer information that helps your mobile workforce perform at a high level. If you rely on a CRM for business insights and opportunities, be certain that your workforce management tool integrates seamlessly with these platforms. The best mobile workforce management tools offer native integration with CRM platforms that gives you a single source of truth for your workforce and customer data. The right mobile workforce management solution can drive success for your deskless workers, customer interactions, and overall business. Schedule a demo today to learn more about how [Skedulo’s Deskless Productivity Cloud](https://www.skedulo.com/book-a-demo/) can help you better manage your mobile workforce. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/mobile-workforce-success-efficiency-flexibility-and-employee-preferences/" type: "resource" title: "Mobile Workforce Success: Efficiency, Flexibility and Employee Preferences" resourceType: "whitepaper" date: "2019-10-18" description: "Read this white paper to learn how health care and non-health care organizations are addressing the challenges of managing their mobile workforces." lastmod: "2020-04-20" --- # Mobile Workforce Success: Efficiency, Flexibility and Employee Preferences By Skedulo Team · 2019 Mobile Workforce Success: Efficiency, Flexibility and Employee Preferences Organizations looking to reduce cost, improve efficiencies, and retain talent are looking for technology solutions to help manage their mobile workforce. For the majority of in-home care providers, managing a mobile staff is high on the list of operational challenges. With employees visiting different job locations every day and paired, sometimes at random, with the clients they serve, having a convenient means of communication between the back-office, mobile worker, and end-customer can be problematic. In addition, costly caregiver turnover, which surpasses 50% annually by some estimates, stems from two main factors: the first is poor communication, and the second is hours and scheduling. Read our new white paper that discusses some of the challenges associated with managing a mobile workforce, as well as how health care and non-health care organizations are addressing these issues with technology. This white paper looks at how [Easterseals Bay Area](https://www.skedulo.com/customers/easterseals-bay-area/) and [Area Wide Protective](https://www.skedulo.com/customers/area-wide-protective/) were able to transform how they managed their mobile workforce to reduce costs, improve efficiencies, retain talent, engage their employees, and better serve their customers. ##### About Home Health Care News (HHCN) HHCN is an independent source for breaking news and up-to-date information on the senior in-home care industry. Our coverage spans the home care world specifically, from large, national service providers to independent care companies. Our news and perspective gives industry professionals the information they need to make the best decisions in their day-to-day business operations. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/ndis-mobile-workforce-management-success-in-2018-2/" type: "resource" title: "NDIS - Mobile Workforce Management Success in 2018" resourceType: "webinar" date: "2018-03-08" description: "Join Matt Fairhurst, CEO and Co-Founder of Skedulo, as he discusses the NDIS Customer Journey and how Service Providers can be successful in 2018." lastmod: "2020-04-20" --- # NDIS - Mobile Workforce Management Success in 2018 By Skedulo Team · 2018 Join Matt Fairhurst, CEO & Co-Founder of Skedulo, as he delves into the NDIS Customer Journey from a Mobile Workforce Management perspective. The National Disability Insurance Scheme (NDIS) is on the continual roll-out in Australia. Your attention is in every direction right now, ensuring you're meeting hourly rates, managing cashflow, and attending to your Service Workers' needs. It's quite often we forget to focus our attention on the customer and what they require from you as an NDIS Service Provider. Join Matt Fairhurst, CEO & Co-Founder of Skedulo, as he delves into the NDIS Customer Journey from a Mobile Workforce Management perspective, gain insight into: - Key features of the NDIS in 2018 - Mapping your customer journey from contact to continual service - Effectively aligning your Service Workers to your Participants - How you can reduce your labour/service costs - And more! ### Speaker: #### Matt Fairhurst ##### CEO & Co-Founder Matt Fairhurst is the co-founder and CEO of Skedulo, the leader in intelligent mobile workforce management. Matt is driven by the possibilities technology creates for the ever-growing mobile workforce. Through Skedulo, Matt seeks to improve the work lives of service employees so their days are more efficient, productive and enjoyable. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/" type: "resource" title: "Orchestrate success: The role of digital technology in connecting your team" resourceType: "ebook" date: "2022-01-19" description: "Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignments, so mobile workers can spend more time providing care and less time driving." lastmod: "2022-01-25" --- # Orchestrate success: The role of digital technology in connecting your team By Skedulo Team · 2022 Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… ## Skedulo’s intelligent scheduling platform helps you manage your mobile workforce with worker- and travel-friendly schedules. Your patients receive the care they need, and your caregivers get the autonomy and flexibility they need to focus on what they do best. ## “Care more, drive less” Home healthcare providers have tough jobs — and there’s a shortage of these valuable professionals; the U.S. Bureau of Labor Statistics projects1 nearly 600,000 openings for home health and personal care aides each year between 2020 and 2030. Many of those positions are directly related to attrition in an industry that sees a roughly 60% annual turnover rate. At the same time, home healthcare agencies today aren’t just competing against one another to enlist clinicians, they’re competing with other health systems, big chain retailers like Amazon and Walmart, and buzzy technology startups. You have to get creative to attract talent to your team. In this environment, it’s important to minimize headaches and make your mobile providers’ jobs easier, since happier workers lead to happier clients and better health outcomes. But how? **In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignments, so mobile workers can spend more time providing care and less time driving.** [Download the full eBook](https://info.skedulo.com/rs/960-CDH-700/images/Orchestrate-Success_The-role-of-digital-technology-in-connecting-your-team_Skedulo.pdf) ## How scheduling volatility affects caregiver turnover In a 2021 study2, researchers probed the role of scheduling volatility in turnover of nurses in home healthcare. Analyzing HR records and visit log data from a large multi-state home healthcare organization, researchers found that more than 27% of full-time registered nurse (RN) caregivers quit their employer each year, while 4.25% were involuntarily separated. Among full-time licensed professional nurses (LPNs), those figures were just over 20% and 5%, respectively. Part-time RNs and LPNs quit at slightly higher rates and had slightly lower rates of involuntary separation. Among the notable findings: - **Scheduling volatility was higher** for part-time nurses than for full-time nurses, yet higher volatility was much more associated with turnover of full-time nurses. - **Over 360 days of employment**, a nurse’s probability of leaving the home health company was higher over the first 180 days than in the subsequent 180 days. - **The risks of quitting varied widely**, from 40% less likely than the average nurse to quit for RNs in the 5th percentile of schedule volatility to 51% more likely to quit for RNs in the 95th percentile — meaning those nurses with more predictable scheduling were far less likely to leave. With changing reimbursement requirements and high rates of caregiver burnout, home healthcare is already a tough environment in which to operate successfully. Giving your caregivers the stability and predictability they need gives you a greater change of bringing your entire organization into harmony. ## The challenges of home healthcare ### The industry is changing The old ways of running a home healthcare business — including using a fee-for-service model as a foundation for billing — will no longer cut it. New funding initiatives like CMS’ Patient-Driven Groupings Model and regulations like Medicaid’s Electronic Visit Verification are emerging, bringing new time limits, visit thresholds and outcome expectations to the reimbursement equation. To increase revenue, you need to streamline processes and focus on improving outcomes. Increasing productivity and being smarter about allocating resources, such as knowing when to deploy a home care aide versus a more costly LPN, will be key. So will the ability to cater to patients’ personal needs, such as sending a bilingual clinician to a patient whose primary language is Spanish. Meanwhile, there’s an abundance of research linking digital maturity and worker autonomy with employee satisfaction. Put simply, giving your mobile caregivers the tools they need to do their jobs efficiently and effectively makes them more likely to stick around. ## Technology in home healthcare Technology can play a big role in helping home health agencies, yet [research commissioned by Skedulo3](https://www.skedulo.com/resources/the-state-of-deskless-work-q4-2021-research-report/) suggests that home healthcare lags behind: - **Nearly half of healthcare organizations** remain heavily reliant on cumbersome paper-based processes. - **63% of executives** admit that deskless workers lack access to critical software in the field. - **72% of executives** believe worker productivity is hindered by their existing technology. - **Only 13% of healthcare organizations** report that their mobile caregivers have a high degree of control over their schedule, while 58% said they had moderate control and 30% said they had a low degree of control. - **More than one in four** respondents expect to be 100% digital in the next 1-2 years, up from just 6% today. ## How intelligent scheduling can get your team in tune With Skedulo’s intelligent home care scheduling software as a service and mobile app, managing complex schedules for your mobile caregivers is a breeze. Skedulo offers an easy and secure way to manage appointments, juggle late changes, simplify assignments and travel logistics, and empower your caregivers. Our platform lets you more easily match the skills and personalities of your mobile workers with the clinical needs and preferences of your clients. Skedulo offers many benefits for home healthcare agencies: - **Cuts travel time** by assigning work based on caregiver proximity and clustering nearby appointments, with schedules tailored to the caregiver - **Avoids missed appointments**, via automated reminders, and overlapping or double bookings - **Prioritizes jobs and appointments** based on urgency - **Gives clinicians the power** of choice with work offers - **Collects patient data remotely** in a HIPAA-compliant platform - **Provides an Android and iOS mobile app** for mobile workers - **Offers API integration** to third-party systems - **Increases efficiency**, reduce costs - **Visualizes your capacity** to increase patient base through more intakes and referrals - **Increases patient satisfaction** ## Case Study Solace Pediatric Home Healthcare Before Skedulo, Solace used email to make important scheduling and assignment decisions. With more than 3,500 appointments each week, this manual process simply couldn’t keep up with demand, nor was it making things easier for their clinicians. Today, Solace uses Skedulo to ensure they’re always assigning the best clinician available to a family for the duration of the service. Skedulo also allowed them a way to better capture patient information and data remotely, with the ability to sync in real-time on our mobile platform and integrate with Solace’s EHR system. For the clinicians, Skedulo helps reduce the time spent driving between appointments. It also gives them more stable, predictable hours and pay, with repeat visits with families that build connection and support positive outcomes. [Read the full case study](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) > “We’ve had an overwhelmingly positive response about ease of use. We regularly hear from clinicians how our centralized, mobile scheduling system is a game changer in the market. It’s a huge selling point from a recruiting and marketing standpoint.” > > — Asya Rudikoff, Manager of Physical and Occupational Therapy, Solace Pediatric Home Healthcare ## Why make scheduling easy for home caregivers? Home health workers are among the 80% of the global workforce that is deskless or mobile. These companies recognize the value of worker autonomy, with potential to help in areas like employee satisfaction and retention, performance and great customer service. But worker autonomy remains lacking in home healthcare. Fewer than one in seven home healthcare providers have a high degree of autonomy today, our survey found. Three in 10 said their mobile caregivers had a low degree of control over accepting job offers in real time or to influence their work schedules. At the same time, a huge majority believe that providing caregivers with more autonomy will pay off in the form of stronger employee retention, customer satisfaction, better patient outcomes and improved market share. Yet home healthcare lags behind in adopting the kinds of technology that can help streamline operations. Currently, coordinating caregivers’ schedules is fragmented between multiple different platforms like email or text messaging — or no platform at all. In fact, only 6% of home health agencies reported being 100% digital for its mobile workforce. One-third said it was 50-50 between digital and paper-based processes. When asked about their priorities for their organizations over the next one to two years, 24% of respondents said improving customer service and satisfaction, while 22% said limiting attrition and strengthening employee retention. **Losing employees throws your entire organization off-key. It’s time to get connected.** ## How home healthcare organizations get thrown off key Many home healthcare agencies use a mix of full- and part-time employees, plus contractors, per-diem and on-call workers, and even volunteers to deliver care in patients’ homes. It can be tough Many have a difficult time connecting with this disparate group of caregivers. Using whiteboards for scheduling remains commonplace, making it difficult to communicate appointment changes when workers are en route or at a client's home, with care coordinators plugging in assignments on a whiteboard, which is of little use in communicating when things change and your caregivers are already en route to an appointment — or you don’t know exactly where they are in the field. Organizations know that to keep their workers happy and be competitive differentiate themselves in the market, they have to accommodate a broad array of working arrangements for mobile caregivers. And that means offering flexible travel schedules tailored to their needs options that are beneficial to all workers, with ways to communicate with them in real time to convey late-breaking scheduling changes and other important information, and knowledge of their whereabouts so you can assign them to nearby appointments and better maximize their time. In reality, most home healthcare workers see high variability in their scheduling. Many don’t get scheduled for enough appointments, or they have experience inconsistency in the volume of appointments from week to week, drastically affecting their pay. And many spend too much time traveling between appointments instead of seeing patients. Home healthcare workers providers can’t afford unpredictability, and so many simply quit to take positions in other fields industries that offer steadier hours and pay. Some agencies opt to guarantee minimum hours and pay as a hedge against for cancellations or missed appointments, by patients. But to highlighting the need for a way to analyze appointment trends and cancellations by patients to make scheduling more consistent for caregivers. That, you need assurance that scheduling runs smoothly and efficiently, with the ability to meet the demands of your patients while accommodating the flexibility your caregivers need. ## Home healthcare scheduling checklist To stay ahead of the competition, you need to be able to deliver care more efficiently than ever before. But not all scheduling tools can handle the complex scheduling needs of home healthcare. Here are the key attributes a modern home healthcare scheduling solution should have: **1. Is 100% secure, HIPAA-compliant** Security and compliance are a must in healthcare. Software connectivity should have sound security protocols, using secure APIs to transfer details about insurance, payroll, medical care, the patient’s medical history, care notes and other personal identifying information covered by HIPAA. **2. Assigns the right healthcare provider to the patient** Your customers are putting the ultimate trust in your organization by inviting your mobile caregivers into their homes. The ideal scheduling solution should go well beyond just factoring in availability by weighing a host of other key considerations: - **Patient relationships**: patients may prefer to work with someone who has previously treated them - **Patient preferences**: female patients may prefer a female provider, and vice versa - **Business rules**: certain types of appointments may require specialists or a different number of providers than usual - **Employee certification and skill sets**: some services may require additional certification or deep skills that make some employees uniquely qualified (or unqualified) to perform the work - **Employee location and travel time**: unless other constraints apply, our solution finds the best route to the closest location to maximize visits and minimize time spent driving **3. Care providers can easily view schedule changes in the field** Caregivers need an easy way to send and receive updates throughout the day, while connecting all the data to your system of record. With mobile devices and technology, there’s no reason to rely on paper schedules, phone calls or even email to keep team members up to date and coordinated. **4. Gives providers easy access to patient information** No patient wants to repeat information from the last appointment (or even worse, schedule a follow-up appointment because the provider wasn’t prepared). Your scheduling solutions should offer seamless access to important appointment information, including patient history and necessary equipment. **5. Collects relevant appointment and job details and syncs automatically** Overwhelming documentation requirements are the top source of frustration for home healthcare workers. Many have to spend more time charting information than caring for patients, and many have to manually enter data into a database when they are done. Look for a solution that keeps your mobile caregivers connected to the latest information about their patients, including up-to-date care notes and special instructions. With this capability, caregivers can record signatures, complete forms or snap and upload pictures on the go. That way, caregivers can get back to providing care, and your back office administrators can get to work processing data from the field. **6. Handles time-sensitive schedules and recurring visits** Look for a scheduling system that makes it easy to plan around the time-sensitive needs of medical care, easily accommodating recurring visits, unusual patterns for patient check-ins and related scenarios. **7. Manages full-time, part-time, temporary and contract workers** Your tools should allow you to keep track of your staff as well as contractors, plus the various disciplines on your team — nursing, therapists, home health aides, counseling, care coordinators. It’s especially valuable for teams managing timesheets, payroll and billing when information about services is synced directly to the organization’s system of record. **8. Allows data access in a way that reflects the needs of your workforce** A solid scheduling solution should allow you to customize access and permissions to information along different status, roles and access types, so only the right people have access to protected patient data. **9. Keeps a record of provider credentials and skill sets** Healthcare organizations need a comprehensive, up-to-date view of their providers’ skills, qualifications and certifications, so your organization can provide the best care possible and maintain compliance with rules and regulations. **10. Gives the back office real-time insight into the field** While mobile caregivers are working at patients’ homes, back office administrators are usually in the dark about where caregivers are and where they’re headed next, leaving them unable to make scheduling changes or provide updates to patients who are waiting. The right scheduling tool lets schedulers and other office employees see when providers check into appointments, what services were provided and when the appointment wrapped up. That’s helpful as a health and safety benefit, or when you need to: - **Update** a patient who is waiting - **Create** performance reports - **Forecast** demand more accurately - **Better understand** your marketing needs or determine market trends - **Determine** your staffing capacity and ability to bring on new patients - **Define** your growth strategy **11. Works without an internet connection** Home health caregivers work in many different settings, including remote areas without a cellular signal or home internet connectivity. This highlights the importance of being able to work in offline mode, so your providers can access important information even when they can’t connect to the web. ## How it works At Skedulo, we engage patients and caregivers in the dynamic delivery of care anytime, anywhere. With our platform, you can: - **Manage** day-to-day scheduling of your mobile workers - **Engage** caregivers with what’s happening at the home office through easy ways to communicate throughout the day - **Analyze** data and insights through our dashboard **Configure & Extend** data from CRM, EMR/EHR or other systems and share it with third-party systems, such as payroll ![Skedulo Home Healthcare Schulding User Interface](https://assets.skedulo.com/assets/2020/03/Healthcare-1-1.png) ### Web application This is where care coordinators and schedulers spend most of their time. View rosters of mobile workers, their availability and the types of appointments that need scheduling for the day. Filter by location, the patient’s needs, the skills and certifications of your caregiver. Then crunch the data to bring up the top available workers, based on their proximity to the appointment and properly matched skills or credentials. Finally, automatically notify your caregivers about their appointments for the day, along with the best route to those appointments, in just a few clicks. ### Mobile app Clinicians use our app to get notifications about newly scheduled and upcoming appointments, receive messages from schedulers, view appointment details, set their availability, accept or deny appointments and submit time sheets. They can also find important notes about patient care, parking or other instructions for arrival. Additionally, they can upload photos or leave notes about their visit for use during future visits. **Did you know? **Skedulo is built to integrate with your systems — CRM, EMR, Salesforce and more — while being 100% secure and HIPAA-compliant. ## The Skedulo Impact Skedulo gives your team access to smarter, real-time scheduling. The end result? Happier caregivers, patients and schedulers, and a healthier bottom line. **Patients **Honor your patients’ care preferences and match them with the skills and certifications they need. **Mobile caregivers **Make their time count with route optimization, real-time communication and access to key tools and information from the field. **Schedulers/care coordinators **More easily manage your mobile caregivers in real-time and better match available skills to the needs of patients. **Back office/business owners **Make data-driven, strategic decisions and improve performance, patient outcomes and employee retention. ## Easy scheduling. Happy people. Learn how Skedulo can help you make scheduling easy. ![Skedulo's Scheduling Interface](https://assets.skedulo.com/assets/2020/12/feature-schedule@2x.png) **References** 1. U.S. Bureau of Labor Statistics, Home Health and Personal Care Aides [https://www.bls.gov/ooh/healthcare/home-health-aides-and-personal-care-aides.htm](https://www.bls.gov/ooh/healthcare/home-health-aides-and-personal-care-aides.htm) 1. “The Role of Schedule Volatility in Home Health Nursing”; Bergman, Song, David, Spetz, and Candon, _Medical Care Research and Review_, July 2021 [https://journals.sagepub.com/doi/10.1177/10775587211034310](https://journals.sagepub.com/doi/10.1177/10775587211034310) 1. “The State of Deskless Work: Q4 2021 Research Report,” [https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_Q42021-State-of-Deskless-Work-Research-Report.pdf](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_Q42021-State-of-Deskless-Work-Research-Report.pdf) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. --- --- url: "https://www.skedulo.com/resources/simplify-operations-for-coordinated-and-home-healthcare/" type: "resource" title: "Simplify Operations for Coordinated and Home Healthcare" resourceType: "webinar" date: "2018-07-20" description: "Hear how NJRA streamlined home care coordination—and connected their patient and provider data—to create greater efficiency and better care delivery." lastmod: "2020-04-20" --- # Simplify Operations for Coordinated and Home Healthcare By Skedulo Team · 2018 Hear how NJRA streamlined care coordination—and connected their patient and provider data—to create greater efficiency and better care delivery. What if you could simplify the operational challenges of delivering coordinated and home healthcare? In this session, hear the latest trends and challenges affecting the home healthcare industry. Learn how Greg Pino, VP of Operations at New Jersey Respiratory Associates, and his team streamlined care coordination—and connected their patient and provider data—to create greater efficiency and better care delivery. In this webinar, you will hear: - Latest trends and regulations affecting the home healthcare industry - Breaking down the operational and resource challenges of mobile care - Realistic insight into tackling the challenges and pressures of care coordination - How you can apply these insights to your healthcare business ### Speaker: #### Gregory Pino ##### VP of Operations Gregory Pino is VP of Operations at New Jersey Respiratory Associates (NJRA). He has been with NJRA for over 9 years, focused on navigating administrative complexity to transform the manual back office into a digital powerhouse. NJRA is a full-service respiratory care company that develops and implements highly personalized respiratory programs for skilled nursing facilities. NJRA’s platform gives its clients the ability to provide high-quality care using a cost-effective model. While NJRA provides services that directly impact respiratory compromised individuals, a positive effect will be seen in the overall quality of care within an organization. In turn, stronger relationships will be formed and maintained. #### Marie Francis ##### Senior Director of Product Marketing Marie Francis is Senior Director of Product Marketing at Skedulo where she leads product marketing, sales enablement and customer marketing. She was previously Director of Marketing at Moovweb and Product Marketing Manager for CPQ at Apttus. Marie is a proud graduate of INSEAD global business school and Rhodes College in Memphis. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/skedulo-approach-to-field-service-management/" type: "resource" title: "The Skedulo Approach to Field Service Management" resourceType: "guide" date: "2018-06-29" description: "The field service management (FSM) landscape is changing. The Skedulo platform increases field service efficiency and productivity through real-time scheduling and workforce management." lastmod: "2021-09-02" --- # The Skedulo Approach to Field Service Management By Skedulo Team · 2018 The field service management landscape is changing. The Skedulo platform increases field service efficiency and productivity through real-time scheduling and workforce management, with a modern approach that focused on people, not machines. The field service landscape is changing as quickly as the technology that powers it. The field service workforce is a mix of full-time employees, part-time employees, and contractors working independent schedules, and managers rightfully expect the software they use to accommodate this complexity. As the technology evolves, field service management (FSM), already a $1.78 billion category of software, is expected to grow to [more than $3.5 billion by 2021](https://www.skedulo.com/learn/field-service-overview/). Companies that want to compete in the new field service landscape need to find new ways to keep employees connected. They need tools that allow them to connect seamlessly with other employees, the back office, and other data collection systems. As with other industries, field service providers are finding that the marketplace is more competitive than at any time in the past. There’s less room for error than ever before—including no-shows, late arrivals, double bookings, or “estimated service windows” that leave customers waiting around for hours on end. [Consumers know](https://www.skedulo.com/blog/master-the-customer-journey-with-mobile-workforce/) it doesn’t have to be that way. They know what reliable, on-demand, on-time service looks like, and they don’t see why they should accept anything less. Basic metrics like employee utilization and windshield time were a main focus for field service providers in the past, but no more. Field service providers need to track data that show: - How employees are meeting customer expectations and needs in the field - How operations staff is handling scheduling and administrative tasks - How overhead expenses are affecting revenue - How performance, expenses, and efficiency are trending over time - How processes align with business goals and priorities However, collecting this kind of data—and putting it into practice for your workforce—requires the right FSM tool to tie everything together. ## The Evolution of Field Service Management (FSM) This field service revolution is driven by larger changes in how, where, and when we work. Today’s field service industry includes more than just technicians and service repair workers: it encompasses a much larger umbrella of [deskless workers](https://www.skedulo.com/learn/deskless-workers/) who deliver services in healthcare, education, and more.” The U.S. mobile workforce is projected to grow from [96.2 million to 105.4 million](https://www.businesswire.com/news/home/20150623005073/en/IDC-Forecasts-U.S.-Mobile-Worker-Population-Surpass) from 2015 to 2020—accounting for nearly 75% of the total U.S. workforce. This upward surge is driven by cost, technology, and competition: - **Cost **is always a factor, and improving field service efficiency can offer enormous savings. Companies have started to invest in [mobile workforce management](https://www.skedulo.com/blog/difference-between-mobile-workforce-management-and-field-service-management/) tools, which offer the data collection, analysis, and insights needed to cut costs. - **Technology **advancements mean more real-time communication through smartphones, mobile apps, GPS devices, and more. Field technicians can now get updated schedules, urgent notifications, and important data wherever they are, resulting in a more interconnected workforce with real-time communications that was almost unthinkable just a few years ago. - **Competition **has gotten stiffer, and field service providers find themselves competing not only with others offering similar services, but every other brand the customer interacts with. These days, the [customer’s “last best experience”](https://blogs.gartner.com/jake-sorofman/in-customer-experience-last-best-shapes-expectations/)—not their “next best alternative” dictates their expectations for you and your service. Customers expect more from the companies they do business with, which means the bar is higher for everyone. FSM software itself is growing and expanding in new ways. Modern field service management [touches multiple industries](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/)—perhaps some that you wouldn’t even expect. As the analysts at Gartner point out, FSM is shaking up healthcare, non-profit, solar energy, and plenty of other fields in the move toward a more mobile workforce. ## The Problem with Traditional Field Service Tools Organizations look to [field service management](https://www.skedulo.com/learn/field-service-overview/) for certain benefits: increased efficiency, less reliance on paper-based systems, more visibility into day-to-day operations, and more time spent servicing customers. Traditional field service tools help with some pain points. However, they tend to bring up some pain points of their own. Here are a few common problems with traditional FSM tools: ### Not Mobile-First Too many tools are [built for the operations team](https://www.skedulo.com/blog/rise-of-field-service-management-fsm/), not for the field technician. Mobile workers have to jump through hoops, log onto special systems, or use a specialized device to communicate with other employees or management. The back office may see increased efficiency from the system, but your mobile workforce is not getting a tool to support them in their work. In fact, it may simply further complicate matters. ### Too Manual Some FSM systems still require paperwork, manual check-ins, updates in spreadsheets, or other redundant tasks. Sometimes these manual tasks are part of the system itself, and sometimes manual tasks are added to the company’s process to make up for gaps in the FSM system. When follow-up visits, invoicing, or other next steps depend on manual data entry, job details get lost and customer service suffers. Modern FSM requires simple, automated data collection for _all _your business tasks—not just some. Whether it’s a customer signature, a feedback form, or an expense report, your system should automatically collect and store the information needed for those tasks so you can get on with your business. ### Too Slow A field service system that doesn’t share real-time data is too slow for today’s business environment. Information should be shared back and forth as it happens—including signatures, photos, employee locations, and more—so your business loses no time due to communications delays. This type of instant data transfer is crucial for seamless customer service; for example, if an appointment is cancelled, management needs a quick way to reassign the job, contact everyone involved, and distribute up-to-date schedules so other customers don’t suffer. ### Too Focused on Filling Timeslots Too many FSM systems have scheduling engines that focus exclusively on filling open time slots for field techs. This is a consequence of the fact that improving utilization has long been the top priority of field service providers. As the competitive environment has shifted, sophisticated companies are realizing they cannot grow by only scheduling for utilization to the detriment of other business goals. Scheduling for customer preferences, improved onboarding, or for multiple teams [working complex, overlapping projects](https://www.skedulo.com/resources/managing-complex-jobs-among-multiple-workers/) are objectives that most FSM systems simply cannot accommodate. A modern system should be able to pivot to other priorities—and change scheduling and dispatching needs accordingly—when business needs change. ### Not Precise Enough Every FSM system can match an available employee to an unfilled job, but can it account for sophisticated needs like level of experience, qualifications, travel time, language preference, and past interactions with the customer? If not, the system doesn’t have the precision you need to stay competitive. Customers aren’t interested in repeating their problem, needs, and expectations over and over again to the customer service agent on the phone, then the person who shows up at their door, and again when scheduling a follow up appointment. Invest in a system that gives everyone in the process access to the appropriate customer data and can schedule specific appointment times around the customer’s needs. These types of personalized experiences are what make the difference to customers in today’s marketplace. ### Too Disconnected Your FSM solution can’t exist in a vacuum; in order to be effective, it must integrate with the other systems and tools your business relies on. When a mobile field service management system doesn’t work with your CRM or other existing systems, it results in redundancies and errors. According to Gartner, more than 40% of field service work will be performed by contract technicians by 2020, making it imperative to have one system that can handle employees _and _contractors—or at the very least, a system that integrates seamlessly with your contractor management system. ### First-Time Fix Failures Unprepared employees are a huge issue for customer satisfaction: up to 57% of field service organizations report that most customer complaints come from poor first-time resolution or an inability to resolve issues. More often than not, being unprepared is a result of not having all the necessary background info about a job—and more often than not, this lack of context comes from a lack of data from the FSM system. Make sure your field service tools make it easy for mobile workers to get the information they need on the customer’s needs, customer history, and necessary equipment or supplies. ### Focused on Equipment, Not Customers FSM systems have for years been focused on optimizing the upkeep of goods or equipment that a business sells or owns. FSM systems were purpose-built for businesses whose primary business drivers are their physical products, like manufacturing, utilities, telecommunications, and infrastructure. Unfortunately, this meant that the customer’s needs and preferences took a backseat to marginal improvements in utilization and reductions in windshield time. With the [new, customer-centric marketplace](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) and imperative to meet customers’ needs first to stay competitive, an FSM system that treats the customer as a secondary, or even tertiary, concern will not support business growth. Learn about [key software features](https://www.skedulo.com/resources/field-service-management-software-checklist/) to help you master field service, or request a demo today. ## The Skedulo Approach to Field Service Management With so many field service issues to tackle, finding a comprehensive, user-friendly solution is a tall order—but Skedulo is up to the challenge. The Skedulo platform delivers an [all-in-one field service solution](https://www.skedulo.com/product/field-scheduling/) for truly modern field service operations. Our system manages your mobile workforce, customer preferences, scheduling, dispatching, and communication needs, all in one streamlined system. The Skedulo approach to FSM delivers the critical value of traditional field service systems while putting the people that make your business possible--customers and mobile workers--at the front of decision making. ### Alignment With Key Business Goals Efficient field service management means knowing what’s going on with your team throughout the day, then using that data to drive toward key business goals. Skedulo makes it easy to [collect data from the field](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/) and automatically integrate it with your CRM or system of choice. Once you have this data in one simple platform, you can use it to focus on specific business priorities, such as: - Reducing expenses and overhead costs - Improving customer satisfaction - Improving employee satisfaction and retention - Growing your customer base With the Skedulo platform, you can collect data on everything from field service productivity to customer satisfaction. This offers insights into trends that may otherwise go unnoticed. For example, say you are reviewing job completion rates and average time spent at the job site. One employee seems to take 50% longer to complete an standard job than their colleagues, but their job completion rate is in line with the average. After investigating the issue, you learn the mobile worker has been taking some unnecessary steps that are dragging out the appointment process. _If your priority is cost reduction_, sit down with the worker and explain the quicker, more efficient way of handling the appointment. This allows the worker to get back on the road and see more customers, increasing the number of appointments per day. _If your priority is customer satisfaction_, dig deeper to see if this longer appointment process results in higher customer satisfaction. If so, consider adding elements of this customer-centric process to other mobile workers’ workflow. _If your priority is employee satisfaction and retention_, dig deeper to see how these longer customer interactions affect employee satisfaction. Is the employee spending longer with customers because it results in a better all-around experience? Or are they frustrated by taking too long at certain appointments? Depending on their answer, prioritize what will make employees the most satisfied with their work. ### Collects and Simplifies the Data You Need In today’s competitive environment, the field service organizations that embrace their data will survive. Skedulo is designed to simplify and streamline data collection so you can: - Track mobile workers in real-time - Automatically collect reimbursables like mileage and expenses - Simplify (and automate) invoicing and sales processes - Automatically collect signatures, photos, paperwork, and other field notes - Easily choose the best person or team for the job based on your business goals - Reduce manual work to improve administrative efficiency - Analyze field service productivity - Predict future staffing needs and trends - Produce intelligent reports Skedulo integrates seamlessly with Salesforce and ServiceNow, and our independent platform can connect to any system of record, giving you the connectivity and data integrity you need for your field service operation. ### Driven by a Powerful Scheduling Engine The Skedulo platform is designed to identify, schedule, and dispatch the ideal worker to the job. Our scheduling engine can account for a wide range of variables, including: - Skills - Certifications - Location - Tenure - Travel costs - Customer preferences - Past experience Skedulo gives you the tools to set precise appointment times, not “estimated service windows” that keep customers waiting around. The scheduling engine automatically factors in travel requirements and other constraints to ensure that appointment times are precise and accurate. Skedulo is an adaptable platform with [advanced scheduling features](https://www.skedulo.com/resources/skedulo-platform-key-features/) that meet the needs of your business: push job offers to multiple available workers, drag-and-drop appointments into the right time slot, or organize them into Gantt charts for more visibility. Once your appointment time is set, Skedulo helps you distribute updated schedules at the touch of a button. Update everyone instantly—whether they’re in the office or out in the field—to reduce downtime and prevent miscommunication. With more precise scheduling and more insight into how your mobile workers are providing service, you can schedule more jobs in a day and move between appointments more quickly. This maximizes the time your workers spend with customers, where you deliver the true value of your service. ### Designed with Customers in Mind The customer experience can make or break your business, especially when your service is delivered in customers’ homes and offices. [According to PWC](https://www.pwc.com/us/en/services/consulting/library/consumer-intelligence-series/future-of-customer-experience.html): - 43% of consumers will pay more for greater convenience. - 42% of consumers will pay more for a friendly experience. - 65% of U.S. customers say a positive brand experience is more influential than great advertising. The power of a [great customer experience](https://www.skedulo.com/resources/field-service-customer-experience-cx-competitive-advantage/) is undeniable, and Skedulo is distinctive from other solutions because it is designed with your customers in mind. The tools in Skedulo, such as scheduling by customer preference or relationship history, and highlighting contextual customer data at the moment it is most useful, tangibly enhances the customer experience. The result is fewer unprepared employees, fewer customers left waiting around, fewer unnecessary follow-up visits, and fewer misunderstandings about who is supposed to be where. Skedulo sets your employees up for success with: - Precise appointment times - Seamless connection to customer data systems - Simple, intuitive mobile data collection - Sophisticated job matching criteria When customers are greeted by friendly, prepared workers who have everything they need to complete the job the first time, customer satisfaction improves—and so does your brand reputation. ### Manages Contractors and Employees Side-by-Side Far too many field service groups depend on disconnected systems to manage the unique needs of independent contractors and employees, which contributes to confusion and rework across the organization. This disconnect will only worsen as contractors make up a larger share of the field service workforce. According to analyst firm Gartner, by 2020, more than 40% of field service work will be performed by technicians who are not employed by the organization that has direct contact with the customer. The Skedulo platform manages employees AND contractors in one simple system, no add-ons required. With Skedulo, you can handle employees contractors, and agencies the same way—using the same platform—with the same instructions, tools, guidance, and more. Skedulo keeps customer data in a [secure, HIPAA-compliant location](https://www.skedulo.com/industries/healthcare-human-services/home-community-care/), while also providing the appropriate access to field workers who need customer information. With Skedulo, contractors and employees alike can capture field notes, get the data they need, and communicate back and forth in real-time for uninterrupted customer service. ### Seamless Integrations and Interoperability [The Lens API](https://www.skedulo.com/platform/integrations/) brings the power of Skedulo to your most important systems. Skedulo integrates seamlessly with other systems, including payroll, human resources, electronic health records (EHR), and more, so you can stop working from disparate tools. With the Lens framework of APIs and SDKs, Skedulo’s scheduling tools can integrate into any record system so your data flows across users and systems. Our platform can even be built into custom apps! ## Try the Skedulo Field Service Platform for Yourself Companies in [healthcare](https://www.skedulo.com/customers/new-jersey-respiratory-associates/), [nonprofit](https://www.skedulo.com/customers/), and [other industries](https://www.skedulo.com/customers/) with mobile employees have seen tremendous improvements in capacity, efficiency, and workplace visibility from using Skedulo. [Book a demo](https://www.skedulo.com/) to try it out for yourself! ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/skedulo-connects-skedulo-plus-mobile-app-webinar/" type: "resource" title: "Discover our New Mobile App: Skedulo Plus" resourceType: "webinar" date: "2023-11-13" description: "Unlock the secrets to efficient and effective remote work in our Skedulo Connects product discovery series. Join James Huddleston as he interviews Bart Banda, Director of Product Applications, delving into the app's optimization features for seamless scheduling. Equip yourself with the right tools for the new era of mobile work." lastmod: "2023-11-15" --- # Discover our New Mobile App: Skedulo Plus By Skedulo Team · 2023 Unlock the secrets to efficient and effective remote work in our Skedulo Connects product discovery series. Join James Huddleston as he interviews Bart Banda, Director of Product Applications, delving into the app's optimization features for seamless scheduling. Equip yourself with the right tools… [Watch the video](https://youtu.be/4QetnLyDl3s) As the professional landscape shifts towards unprecedented mobility, the demand for adept tools is more crucial than ever. In our new Skedulo Connects product discovery series, James Huddleston sits down with Bart Banda, Director of Product Applications, to unravel the intricate elements of an app designed to revolutionize your scheduling experience. Join us on this journey of exploration as we delve into the core features that promise to enhance your work efficiency and effectiveness in the realm of remote collaboration. > "We built with a high level of flexibility and extensibility so that the app can be quickly tailored to meet each organisations unique workflow needs and challenges." > > — Bart Banda, DIrector of Product Applications Skedulo is dedicated to empowering the mobile workforce. Our intuitively designed mobile app is geared towards boosting your team's productivity and arming them to effectively tackle challenges. If you're eager for a personalized demonstration of the app and keen to explore how Skedulo can empower your mobile teams in efficiently scheduling, managing, and completing tasks, [contact us](https://www.skedulo.com/book-a-demo/) today. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/skedulo-live-a-product-tour/" type: "resource" title: "Skedulo Live: A Product Tour" resourceType: "video" date: "2019-12-17" description: "Watch this 30 minute demo and you’ll learn how Skedulo can help you more effectively manage your mobile workforce." lastmod: "2020-12-03" --- # Skedulo Live: A Product Tour By Skedulo Team · 2019 Watch this 30 minute demo and you’ll learn how Skedulo can help you more effectively manage your mobile workforce. Flooded with paperwork trying to organize your mobile team’s skills and schedules? Struggling to use this information to deliver a better customer experience? During this 30-minute product demo you’ll learn how Skedulo can help you more effectively manage your mobile workforce. - Create new jobs and appointments on the fly - Accurately understand the availability and capacity of your team - Optimize travel routes for efficient and cost effective workdays - Send the right person to the right job—the first time - Collect data from the field and save it in your CRM in real-time Speakers: #### Marie Francis ##### Sr. Director Product Marketing #### Neil Shevlin ##### Senior Solutions Consultant, North America ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/skedulo-live-skedulo-zendesk-integration-tour/" type: "resource" title: "Skedulo Live: Skedulo & Zendesk Integration Tour" resourceType: "video" date: "2020-12-03" description: "In this 15 minute session, learn how the Skedulo Deskless Productivity Cloud extends Zendesk capabilities to empower support staff to quickly schedule field appointments, accelerate case resolution to improve customer satisfaction, reduce the burden on your scheduling staff, and increase workforce capacity and utilization — while gaining access to Skedulo’s full suite of mobile workforce management capabilities." lastmod: "2020-12-03" --- # Skedulo Live: Skedulo & Zendesk Integration Tour By Skedulo Team · 2020 In this 15 minute session, learn how the Skedulo Deskless Productivity Cloud extends Zendesk capabilities to empower support staff to quickly schedule field appointments, accelerate case resolution to improve customer satisfaction, reduce the burden on your scheduling staff, and increase workforce… ## Description: In this 15 minute session, learn how the Skedulo Deskless Productivity Cloud extends Zendesk capabilities to empower support staff to quickly schedule field appointments, accelerate case resolution to improve customer satisfaction, reduce the burden on your scheduling staff, and increase workforce capacity and utilization—while gaining access to Skedulo’s full suite of mobile workforce management capabilities. ## Speaker: ##### Neil Shevlin ##### Senior Solutions Consultant, North America ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/skedulo-platform-key-features/" type: "resource" title: "Skedulo Platform Key Features" resourceType: "guide" date: "2018-03-10" description: "The Skedulo platform delivers one system to intelligently manage all the details about your mobile workforce, match workers to jobs, schedule, dispatch, route, and execute work in the field. Download the brochure to learn more." lastmod: "2020-04-20" --- # Skedulo Platform Key Features By Skedulo Team · 2018 See how Skedulo intelligently schedules, dispatches and tracks your mobile workforce, connecting the office and the field in real-time. Traditional solutions to schedule and manage work outside the office lack the power and flexibility to fit the new ways people and businesses operate. Skedulo is the mobile workforce management solution built for the future of work. The Skedulo platform delivers one system to intelligently manage all the details about your mobile workforce, match works to jobs, schedule, dispatch, route, and execute work in the field. Download this brochure to see how Skedulo can: - Manage mobile employees and contractors in one place - Schedule workers efficiently no matter your priorities - Support workers while on the job - Centralize data and communication - Connect to CRM or any system of record ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/" type: "resource" title: "Full Report: Solving the Software Gap for the Growing Community of Deskless Workers" resourceType: "report" date: "2020-08-04" description: "This report surveyed over 100 technology decision makers and highlights how the deskless workforce is evolving, the challenges deskless workers face as they have been historically overlooked by software providers, and the benefit of dedicated software solution." lastmod: "2020-08-05" --- # Full Report: Solving the Software Gap for the Growing Community of Deskless Workers By Skedulo Team · 2020 This report surveyed over 100 technology decision makers and highlights how the deskless workforce is evolving, the challenges deskless workers face as they have been historically overlooked by software providers, and the benefit of dedicated software solution. Today, the deskless workforce is 2.7 billion strong, outnumbering desk-based workers four to one. This workforce is a diverse group, spanning frontline medical professionals to field service technicians to non-profit field staff. This report surveyed over 100 technology decision makers and highlights how the deskless workforce is evolving, the challenges deskless workers face as they have been historically overlooked by software providers, and the benefit of dedicated software solution. #### Read on for a few report highlights, or access the full report: Download the full report now to dig deeper into the insights from over 100 technology decision makers. [Download the full report](https://info.skedulo.com/rs/960-CDH-700/images/Solving%20the%20Software%20Gap%20for%20the%20Growing%20Community%20of%20Deskless%20Workers_Skedulo.pdf) #### Access the full report: Download the full report now to dig deeper into the insights from over 100 technology decision makers. [Download the full report](https://info.skedulo.com/rs/960-CDH-700/images/Solving%20the%20Software%20Gap%20for%20the%20Growing%20Community%20of%20Deskless%20Workers_Skedulo.pdf) #### Want to take it a step further? Take the survey yourself to benchmark your organization against your peers. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/" type: "resource" title: "Sophisticated Scheduling Made Easy" resourceType: "ebook" date: "2021-03-30" description: "In this guide, we’ll show you the positive impact Skedulo can have on your business’s four most important stakeholders—customers, deskless workers, schedulers, and business owners—to help you better understand why solving scheduling should be your top business priority." lastmod: "2021-03-31" --- # Sophisticated Scheduling Made Easy By Skedulo Team · 2021 ## At Skedulo, we’re big believers in the power of scheduling to drive business results. But while we have plenty of stats that show how Skedulo increases efficiency, improves productivity, and lowers costs, there’s another side to the [Deskless Productivity Cloud](https://www.skedulo.com/platform/) that’s a little tough to quantify: **happiness**. At the end of the day, happiness is the metric that matters most. If you think that wasted time, missed appointments, and last-minute rescheduling don’t impact the happiness of your deskless workers, your scheduling team, and your customers... well, think again. Friction in your scheduling process causes schedulers to quit from burnout, deskless workers to show up late, and customers to take their business elsewhere. And while happiness might be difficult to quantify, the impact on your bottom line most certainly is not, making business owners perhaps the most frustrated of all. When it comes to technology, the deskless workforce often gets the short end of the stick: Despite representing the majority of the global workforce, only 1% of the total venture capital invested in software is invested in tools designed to help deskless workers.1 As a result, existing solutions for mobile workforce management fail to address the full spectrum of the needs of deskless workers, their schedulers, and your customers. In this guide, we’ll show you the positive impact Skedulo can have on your business’s four most important stakeholders—customers, deskless workers, schedulers, and business owners—to help you better understand why solving scheduling should be your top business priority. [Download the full eBook](https://info.skedulo.com/rs/960-CDH-700/images/Sophisticated-Scheduling-Made-Easy_Skedulo.pdf) ## Why make scheduling easy for customers? A poor experience doesn’t just send customers to your competitors or cost you positive word-of-mouth; now, customers share their poor experience with your business all over social media and on review sites, tarnishing your brand permanently in the process. It’s no wonder that 81% of companies say they now compete primarily on customer experience.2 We live in a world where people can track their packages, pizza delivery, and rideshare pickup by the minute. In a post-pandemic world, the customer experience can be even more difficult to deliver; according to our research, 34% of deskless workers say quality of service was negatively impacted during COVID-19.3 With expectations higher and the customer experience suffering, Skedulo works to ensure your deskless workers are prepared to provide personalized service. ### Life Without Skedulo Sofia has a weekly scheduled appointment at her home with a behavioral therapist for her autistic daughter. While the usual therapist always arrives on time, today, no one arrived until an hour past the scheduled appointment, causing Sofia to miss the start of her shift at work. To make matters worse, the replacement therapist doesn’t speak Spanish and Sofia’s daughter doesn’t speak English, which wasted everyone’s time. ### Life With Skedulo Sofia’s regular therapist woke up with the flu and couldn’t keep her appointment. After hearing from the therapist right away via the instant communication capabilities within Skedulo, the scheduler contacted Sofia and gave her the option to reschedule the appointment or have a different therapist sent over. Due to her work schedule, Sofia had to keep the appointment, so the scheduler sent over a Spanish speaking therapist who had access to insights into Sofia’s daughter’s needs. Her daughter was able to get the care she required without disruption. #### Skedulo Success Story: Solace Pediatric Home Healthcare Before Skedulo, Solace used email communication to make important scheduling and assignment decisions. With more than 3,500 appointments each week, this manual process simply couldn’t keep up with demand, nor was it making things easier for their clinicians. Today, Solace uses Skedulo to ensure that they’re always assigning the best clinician available to a family for the duration of service. See how Solace Pediatric Home Healthcare reduced their patient no-shows by 84%. [Read the Case Study](https://www.skedulo.com/customers/solace-pediatric-home-healthcare/) > “In healthcare, you have fewer resources that you need to do more with, so building efficiencies is a top priority for everybody. But don’t stop there. If we had only been looking to solve the scheduling issue and respond faster, we would have missed a lot of opportunities for our organization and our customers.” > > — Darcie Peacock, CEO of Solace Pediatric Home Healthcare ## Why make scheduling easy for deskless workers? More than 80% of workers worldwide are now classified as deskless workers.4 And they’re not just busy, they’re in demand. Whether they’re healthcare providers, repair technicians, solar installers, or any number of other specialists, deskless workers have skills and experience your competitors would love to get their hands on. At the office, you do everything you can to create a winning work environment to improve employee retention. But when you have employees that spend all day out in the field, their cars, or other peoples’ homes and offices, your opportunity to improve their work environment boils down to what you can do to enhance their work experience. It’s no wonder that research has found that 80% of businesses would benefit from a dedicated technology platform that’s focused on the specific needs of deskless workers.5 ### Life Without Skedulo Jim is a rep for a local residential solar panel company. He already has two consultations on the east side of town, but his scheduler just added a last-minute consultation to his schedule. Unfortunately, he didn’t know about it until he got back to his truck to find an email waiting on his phone. He hit rush hour traveling all the way across town; not only was he late, but he had zero information on the prospect, making Jim look unprepared. Now Jim will be late for his final consultation back on the east side, endangering what should have been an easy commission. Jim’s been thinking of working for a different provider, and this was the last straw. ### Life With Skedulo The scheduler knows Jim already has two consultations on the east side. Using Skedulo, she gives him another appointment on the east side that easily fits his calendar and gives the consultation on the west side to a colleague. The new appointment is automatically added to Jim’s smartphone calendar, ensuring he gets notified in plenty of time. With all the pre-sale discovery information he needed at his fingertips in the Skedulo app, Jim managed to close all three sales, helping him earn his monthly bonus. #### Skedulo Success Story: Sunrun Before Skedulo, Sunrun’s scheduling supervisors used a variety of manual, ad-hoc scheduling methods, including Excel, Google Sheets, and email. Today, Skedulo helps Sunrun schedule their solar advisors across their retail locations, which helps strengthen their relationships with retailers while helping them gain a detailed understanding of mobile employee performance. See how Sunrun reduced their manual scheduling by 50% per week. [Read the Case Study](https://www.skedulo.com/customers/sunrun/) > “Our management really loves Skedulo. It helps us to know whether we need to increase support or headcount in a certain area. And our communication is much more efficient.” > > — Ellen Jokerst, Retail Scheduling Coordinator, Sunrun ## Why make scheduling easy for schedulers? With one in two workers now working remotely in some capacity,6 scheduling deskless workers is like planning a complex military operation. And as any effective military leader can tell you, no plan survives contact with the enemy. For schedulers, the “enemy” can be anything from canceled appointments to traffic to sick employees—also known as “real life.” All it takes is one unforeseen event to send the most carefully coordinated calendar completely off the rails. When this happens day in and day out, the job becomes less about managing schedules than it is about managing the chaos of constantly updating files and manually calling contacts to sync schedules. Our research shows 62% of businesses plan to increase their deskless workforce in the next year,7 making now the time to start managing your deskless workforce more effectively. ### Life Without Skedulo Martha is a scheduler for a mobile phlebotomy service. She just found out that one of her technicians was in a car accident. Now she has to call all of her other technicians until she can find enough of them to cover the rest of the appointments. This rescheduling ends up taking 45 minutes of time Martha didn’t have today. Meanwhile, all the technicians now have to spend time acquiring the information and equipment they need for their new appointments, making them late to appointments the rest of the day. ### Life With Skedulo Martha just found out one of her technicians was in a car accident. She looks up that technician’s appointments for the day and quickly assigns them to other technicians who are available. She’s also able to automatically sync the client information to the new technicians’ devices so they have everything the technicians need to complete the blood draws safely and accurately. With just a few clicks, everyone knows where they’re supposed to be and what they’re supposed to be doing. #### Skedulo Success Story: American Red Cross Before Skedulo, Solace used email communication to make important scheduling and assignment decisions. With more than 3,500 appointments each week, this manual process simply couldn’t keep up with demand, nor was it making things easier for their clinicians. Today, Solace uses Skedulo to ensure that they’re always assigning the best clinician available to a family for the duration of service. See how American Red Cross increased their resource utilization by 31%. [Read the Case Study](https://www.skedulo.com/customers/american-red-cross/) > “We’ve been very pleased with the results. Before, we were manually tracking how many hours were assigned to each of our instructors and only knew after the fact whether we had scheduled them to their full capacity. Now, Skedulo shows us in real time how many hours each resource has been scheduled for the month, so we’ve improved utilization and reduced costs significantly.” > > — Joe Zito, VP of Information Technology, American Red Cross ## Why make scheduling easy for business owners? No one needs to tell you that time is money. But in our 24/7 world, time is the most valuable currency. It’s too bad that business owners spend 2/3 of their time putting out fires, with only 1/3 of their time spent on strategic activities to grow the business.8 With everything happening faster and expectations continuing to increase, you have no margin for error when it comes to wasted time. Your ability to manage the clock is just as important as your ability to manage people, vendors, and finances. Research shows 61% of businesses seek to boost deskless worker productivity through software.9 By automating more of your workforce management, you spend more time working on the business instead of in it. ### Life Without Skedulo As the owner of a residential cleaning franchise, Molly has a busy day ahead of her. She needs to figure out how to achieve a 10% increase in billable technician time, but her cleaning techs are already complaining that they’re spread too thin. Every time she sits down to try to optimize operations, she gets a call from a tech asking for client information, like lock codes or service history records. So much for getting work done today. ### Life With Skedulo As the owner of a residential cleaning franchise, Molly has a busy day ahead of her. Thanks to Skedulo, she’s already increased her billable technician time, employee retention rates, and customer satisfaction scores. Back-office complexity has been reduced, which allowed her to redeploy one of her schedulers as a sales rep. As a result, Molly is putting the finishing touches on her plan to open up another franchise location in the next town over. #### Skedulo Success Story: ServiceMaster Residential Vancouver Before Skedulo, ServiceMaster Residential Vancouver struggled with the quality of their scheduling data and the way it interacted with their Salesforce CRM. Today, Skedulo helps ServiceMaster Residential Vancouver access reliable data it can use to improve customer service, drive upsells, and empower field staff. See how ServiceMaster Residential Vancouver operates 6 lines of service and 1,000s of monthly appointments. [Read the Case Study](https://www.skedulo.com/customers/servicemaster-residential-vancouver/) > “To someone considering Skedulo, I would say that it’s going to allow you more complexity in your field management. It’s going to give you a tight integration to Salesforce or whatever platform you want to use. And it allows you to connect the different areas of your business.” > > — David Benoit, Owner and President, ServiceMaster Residential Vancouver ## The Skedulo Difference You can see how scheduling has an outsized impact on every stakeholder in your business. Multiply scheduling strife by dozens or hundreds of incidents a week, and it’s amazing how a business gets anything done at all. The way you approach scheduling makes all the difference when it comes to supporting the happy schedulers, deskless workers, business owners, and customers you need to generate a healthy bottom line. That’s where Skedulo comes in: Our Deskless Productivity Cloud empowers you to manage, engage, and analyze everything about your deskless workforce. - **Manage** — Automatically streamline and adjust the schedules of your deskless workers based on realtime availability, staff issues, staff skills, client needs, and last-minute cancellations. - **Engage** — Communicate and collaborate in real time with deskless workers and customers via messaging, while providing all the tools workers need to remotely access and share job information. - **Analyze** — Analytics across deskless work utilization, travel times, and job satisfaction give you an edge that your competition won’t be able to match. - **Configure & Extend** — Connect and extend existing technology with Skedulo while scaling with confidence on a flexible, extensible, and performant platform. ## The Skedulo Impact ## Easy scheduling. Happy people. The conventional approach to scheduling and managing deskless workers no longer meets customer expectations, employee needs, or business demands. With Skedulo, you get a mobile workforce management solution that’s built to make scheduling easy and people—including your employees and customers—**happy**. - Learn how Skedulo can help you [**make scheduling easy**](https://www.skedulo.com/book-a-demo/). - Learn more about the [**Skedulo Deskless Productivity Cloud**](https://www.skedulo.com/platform/). [Download the full eBook](https://info.skedulo.com/rs/960-CDH-700/images/Sophisticated-Scheduling-Made-Easy_Skedulo.pdf) ##### References 1 “[The Rise of the Deskless Workforce](http://desklessworkforce2018.com/),” Emergence Capital. 2 “[Key Findings From the Gartner Customer Experience Survey](https://www.gartner.com/en/marketing/insights/articles/key-findings-from-the-gartner-customer-experience-survey),” Gartner. 3 “[The 2020 State of Work Report: Defining a New Normal Amid COVID-19](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_The_2020_State_of_Work_Report_Defining_a_New_Normal_Amid_COVID19.pdf),” Skedulo. 4 “[Champions of Customer Service](https://venturebeat.com/2018/09/08/the-deskless-workforce-a-massive-opportunity-for-entrepreneurs/),” VentureBeat. 5 “[Full Report: Solving the Software Gap for the Growing Community of Deskless Workers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/),” Skedulo. 6 “[Measuring digital transformation progress around the world](https://www.delltechnologies.com/en-us/perspectives/digital-transformation-index.htm#scroll=off),” Dell Technologies. 7 “[Full Report: Solving the Software Gap for the Growing Community of Deskless Workers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/),” Skedulo 8 “[Pulse Survey Time Management](https://www.thealternativeboard.com/time-management),” The Alternative Board. 9 “[Full Report: Solving the Software Gap for the Growing Community of Deskless Workers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/),” Skedulo ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/the-buyers-guide-to-mobile-workforce-management/" type: "resource" title: "The Buyer's Guide to Mobile Workforce Management" resourceType: "guide" date: "2019-06-27" description: "This guide is all you need to know about choosing a mobile workforce management solution so you can improve customer service & drive business value." lastmod: "2020-04-20" --- # The Buyer's Guide to Mobile Workforce Management By Skedulo Team · 2019 The purpose of this guide is to help you better understand the tools that are available to solve your mobile workforce management challenges. In this guide, you will learn what is critical for overseeing enterprise-class deskless worker management, scheduling and job matching, and mobile work execu… More than 2.7 billion people worldwide are deskless workers, comprising 80 percent of the total global workforce across almost every industry sector and segment. Managing deskless, mobile employees, contractors, and the work they do for your business is uniquely challenging — you need to know real-time who is doing work for you and where they are in the field, and then be able to pair that information with customer needs and expectations to make optimal decisions. The purpose of this guide is to help you better understand the tools that are available to solve your mobile workforce management challenges. In this guide, you will learn what is critical for overseeing enterprise-class deskless worker management, scheduling and job matching, and mobile work execution. Traditional solutions to schedule and manage work outside the office lack power and flexibility to fit the new ways people and businesses operate. The mobile workforce management (MWM) solution you select must be flexible enough to solve the pains you have today and be built for the future of work so it can grow with your business as you evolve. Some key topics covered: - Pains solved by mobile workforce management - Untrustworthy data in disconnected systems and why it matters - Prerequisites of a mobile workforce management solution - Pillars of capability for mobile workforce management - Company, support, and ROI - Implementation, change management, and support ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/the-skedulo-guide-to-ndis-software/" type: "resource" title: "The Skedulo Guide to NDIS Software" resourceType: "ebook" date: "2018-03-03" description: "Your tech stack is the key to success for your customers and your mobile workforce. Download the Skedulo Guide to NDIS Software eBook today." lastmod: "2023-12-18" --- # The Skedulo Guide to NDIS Software By Skedulo Team · 2018 With the NDIS rolling out across Australia, you want to make sure your tech stack is doing the same. Start here and go from "don't know" to pro when planning next steps for your organisation's software tech stack. When you’re looking for software solutions to assist your organisation with the National Disability Insurance Scheme (NDIS), it's vital to pick the right tools to get the job done. Process, integration methods, and how the tools are applied, along with what solutions are effective for you as an Australian NDIS provider, are all important points to consider. If technology is not your domain, it can be very tricky to understand who is who in the zoo. Download this eBook to learn what software solutions your organization requires and beginner insight into how these solutions work, including: - Customer Relationship Management (CRM) software and how it works - Mobile Workforce Management (MWM) solutions and how this effectively manage your mobile workforce - Care Management Systems (CMS) and how they influence the healthcare and aged care industry - HR/Payroll Systems and what services these provide - And more! ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/the-state-of-deskless-work-q4-2021-research-report/" type: "resource" title: "The State of Deskless Work: Q4 2021 Research Report" resourceType: "report" date: "2021-10-19" description: "Today’s deskless workers need greater autonomy, increased investment from leadership, and more effective tools for their dynamic and complex work environments." lastmod: "2021-11-08" --- # The State of Deskless Work: Q4 2021 Research Report By Skedulo Team · 2021 Today’s deskless workers need greater autonomy, increased investment from leadership, and more effective tools for their dynamic and complex work environments. As part of the extended community of frontline workers and the teams that support them, you likely already know how important—and challenging—deskless work is. But did you know that deskless workers outnumber desk-based workers across the globe four-to-one? Or that most organizations anticipate their mobile workforce to grow over the next year? Meanwhile, we are entering an age of unprecedented worker empowerment due to a confluence of factors: increasingly competitive talent markets, a growing “free agent” mentality among skilled mobile workers, and the allure of flexible employment options courtesy of the gig economy. The criticality of retention and the cost of attrition for employers with mobile workers has never been greater. ## Executive Summary This report illustrates both our challenging current state and the opportunity in front of us. Today’s deskless workers are largely deprived of autonomy, are ill equipped to handle increasingly dynamic and complex work environments, and see their leadership continue to prioritize alternative investment areas. Standout findings from this research include: 1. **Deskless work is highly dynamic**: 92% of organizations report their deskless workers' jobs are regularly cancelled, distributed across many locations, composed of many different work types, each requiring a specific set of worker skills, attributes, and formal certifications. 1. **Organizations with a high volume of deskless workers lag behind in digital transformation**: only 6% of respondents rely entirely on digital processes for deskless work, while 44% of organizations rely on paper-based processes half of the time or more. 1. **Deskless workers lack autonomy and control**: only 6% of organizations feel their deskless workforce is “very autonomous”, while less than one-in-ten deskless workers have “a high degree” of control over their schedule and nearly one-in-three have low or limited control. 1. **While the value of autonomy is recognized, the employee experience ranks low among strategic priorities**: 97% of organizations agree increased employee autonomy would improve retention, client satisfaction, performance, and market share, with nearly one-in-six respondents strongly agreeing. However, improving employee experience and[ empowering mobile workers](https://www.skedulo.com/blog/how-to-support-a-deskless-workforce/) ranked lowest among strategic priorities for respondents. In the face of these findings, we have a chance to empathize with the rigorous nature of deskless work and [the challenges deskless workers face](https://www.skedulo.com/learn/deskless-workers/), and begin to recognize the _deskless_ _productivity opportunity_—to drive towards a world in which deskless workers are empowered with autonomy and technology that complements and extends their capabilities, and where organizations take a more deliberate approach to building an employee experience that increases retention, improves [client satisfaction](https://www.skedulo.com/events/webinar-customer-experience-future-work/), and ultimately differentiates service providers in the marketplace. _Many organizations are experiencing a growing pressure to **simplify working life **for valuable employees and equip them with the best resources. To unlock the deskless productivity opportunity, innovative firms are investing in their employment brand, reevaluating their value proposition to prospective hires and current employees, and assessing the digital toolbelt they arm deskless workers with._ Our hope is that this report serves as a springboard for reflection and dialogue within your organization, a reference point for conducting your own internal research, and a catalyst for a more productive, positive, and impactful state of deskless productivity. ## Deskless Work is Increasingly Prevalent, Important, and Dynamic Deskless work comprises a wide range of roles and industries, from mobile caregivers delivering healthcare services in the home to telecommunications technicians servicing equipment in the field, from solar energy technicians installing solar panels on roofs across the world to CPR trainers delivering classes on the road. The deskless workforce is large, with 80% of the global workforce consisting of mobile—or deskless—workers, outnumbering desk-based workers four-to-one. In fact, in the August 2020 Skedulo study [Solving the Software Gap for the Growing Community of Deskless Workers](https://www.skedulo.com/resources/solving-software-gap-growing-community-deskless-workers-report/), over three quarters of respondents indicated their workforce includes at least a double-digit percentage of deskless workers, while 14% of organizations shared that more than half of their workforce is deskless. In our 2021 survey, even in the midst of the pandemic, **62**% of organizations expected their mobile workforce to increase over the next **12-24 months**, while **34**% anticipated that portion of their employee base would remain consistent. Only 1 in 20 organizations expected a decrease in the size of their deskless workers. Deskless work is not only exceedingly common, it is also highly _dynamic_, with **92**% of organizations reporting their deskless workers jobs are regularly cancelled, distributed across many locations, composed of many different work types, each requiring a specific set of worker skills, attributes, and formal certifications. Given the majority of deskless work is dynamic in nature and often complex, deskless workers are challenged with a rigorous set of obstacles, ranging from navigating to job sites—often with job-specific equipment, battling traffic, performing complex work, documenting that work, [communicating with customers](https://www.skedulo.com/blog/6-ways-you-can-use-fsm-to-improve-customer-experience/) and colleagues across locations, and managing intra-day changes when a cancellation occurs or work parameters shift. Organizations, meanwhile, endeavor to [retain employees](https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/), battling high attrition rates. _Employee retention remains a top challenge for many organizations with a large deskless workforce. One organization in the healthcare space shared they saw a high correlation between the number of end-of-life experiences a worker had been associated with and their likelihood to leave the organization. They saw an opportunity to track that statistic digitally, flag instances where additional consideration was required, and allocate work accordingly._ ## Organizations with Deskless Workers Lag Behind in Digital Transformation Despite the complex and dynamic nature of this work, deskless workers remain woefully ill-equipped compared to their desk-based counterparts. According to a [2018 study by Emergence Capital](https://venturebeat.com/2018/09/08/the-deskless-workforce-a-massive-opportunity-for-entrepreneurs/), 99% of software venture capital investments target software aimed at desk-based workers. Considering the four-to-one ratio of deskless to desk-based workers, deskless work represents an underinvested in area by a factor of 80 based on the sheer volume of workers. In an August 2020 Skedulo study, despite touting a high percentage of deskless workers at their companies, 76% of CIOs agreed or strongly agreed that software vendors have overlooked deskless workers with regards to their product needs. Not one respondent strongly disagreed with this sentiment. Our 2021 survey, based on 200+ leaders in organizations with a significant mobile workforce, showed that most companies are still in a surprisingly early stage of digital maturation. When asked to identify roughly what percentage of their deskless work operations were paper-based versus [digital-based](https://www.skedulo.com/blog/faster-easier-ways-to-collect-customer-data-in-the-field/), it was revealed that only 6% of organizations relied entirely on digital processes for deskless work. Meanwhile, 44% of organizations rely on manual, paper-based processes half of the time or more—including important tasks such as [dispatching and allocating work](https://www.skedulo.com/blog/dispatch-efficiency-5-ways-to-improve-your-process/), task tracking, work documentation, and so on. Optimism springs eternal, though, as 33% of organizations anticipate arriving at a 100% digital-based world for deskless workers in the next one to two years. However, roughly 1 in 6 organizations expect to remain locked into paper-based processes at least half of the time in the next two years. Interestingly enough, while respondents acknowledge the pitfalls of paper-based processes for mobile work, they seem to care more about manual errors and business intelligence than the employee experience of their deskless workers when considering the reasons. ### Most common drawbacks of paper-based processes for mobile work: 1. Decreased efficiency 1. Increased risk of human error 1. Decreased ability to incorporate data in business intelligence / metric tracking 1. More time consuming for employees 1. Increased environmental impact 1. Frustrating for employees Meanwhile, innovative organizations are investing in [digitizing their processes](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/), as a technology manager of a ground engineering and asset preservation firm explains: Meanwhile, innovative organizations are investing in digitizing their processes, as a technology manager of a ground engineering and asset preservation firm explains: > “The business needed to move from paper-based processes to digital processes. We had a huge amount of paper-based work, combined with Excel spreadsheets and information on whiteboards. We decided to go digital to both become more efficient, and do more with less. For managers, daily dashboards give a helicopter view of what we have scheduled and how we’re performing against targets. All that information is at our fingertips and allows us to modify our trajectory, which is very powerful... We’ve gone from 100% paper-based to 90% digital.” ## Communication for Deskless Workers is Challenging and Remains Fragmented One of the primary challenges of deskless work is facilitating communication modalities for deskless workers, like the communication between fixed-location workers (e.g. schedulers, dispatchers, and/or managers) and mobile workers, as well as mobile workers and their clients in the field. Ad hoc communication via email or phone is the primary option for a shockingly high 67% of organizations, while over 1 in 5 organizations lack a dedicated messaging application at all. Meanwhile, half of deskless workers are forced to communicate in a different application than what they already operate out of to manage and execute mobile work, which requires juggling between applications while in the field. ## Deskless Workers Have Limited Autonomy While many desk-based workers may stare out the window imagining the novelty of a more geographically dynamic workday, the reality for deskless workers is one of limited autonomy and control. In fact, only 6% of organizations feel that their mobile workforce is “very autonomous,” while 4% of organizations indicated they deliberately limit the autonomy of their mobile workers. _Smaller organizations with 51 to 200 employees were twice as likely to report their deskless workers as autonomous as compared to larger organizations with 5,000 to 10,000 employees._ Less than one-in-ten deskless workers have “a high degree” of control over their schedule, while nearly one-in-three have low or limited control. Combined with the challenging and complex nature of the work, this limited autonomy is widely regarded as one of the top causes of deskless worker attrition. ## The Value of Autonomy in Mobile Work: Theory vs. Practice The good news is that there is near universal agreement—97%—that increased employee autonomy would improve retention, client satisfaction, performance, and market share, with nearly one-in-six respondents strongly agreeing. A similarly high percentage of respondents—94%—recognize the strong connection between deskless worker autonomy, employee satisfaction, and [market performance](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/). In fact, many organizations use the autonomy they provide employees as a differentiator in the talent market, as the CEO of a Pediatric Home Healthcare firm shared, “Giving our mobile clinicians options and control over how they spend their time is part of our strategy for recruiting and retaining the best pediatric clinicians in the state.” _Over fifty-percent more healthcare respondents (20%) strongly agreed there is a connection between their deskless workers’ autonomy, employee satisfaction, and market performance as compared to non-healthcare respondents (13%)._ Asked to rank the anticipated improvements if workers had more autonomy, respondents indicated, in sequence, job performance, employee retention, client satisfaction, and market share. ### Rank the importance of the following strategic priorities within your organization 1. Improving customer service & satisfaction 1. Improving employee retention 1. Improving product / offering 1. Differentiating against competitors 1. Improving employee experience and empowering mobile workers Unfortunately, despite the recognition of the value of worker autonomy in theory, improving [the employee experience](https://www.skedulo.com/blog/impact-of-mobile-workforce-management/) ranked _lowest_ among strategic priorities. This ranking was consistent across healthcare, utilities, and real estate, among other industries. In short, while many organizations are _talking the talk_—recognizing that deskless worker autonomy would positively impact a wide range of [key performance factors](https://www.skedulo.com/blog/the-most-important-kpis-for-field-service-management/), it seems few are _walking the walk_, leaving the door open for employee frustration, attrition, and, ultimately, innovative competitors to sweep up skilled employees. ## The Opportunity Ahead for the Mobile Workforce While the findings presented here may betray our hopes and noble intentions when it comes to the large, critical, and complex nature of deskless work, it does not mean we are without hope. Collectively, we can choose to see the glass half full, and recognize the opportunity in front of us. The reality is many organizations are making substantial investments in their deskless workforce, offering greater flexibility and autonomy while equipping them with [digital tools](https://www.skedulo.com/blog/what-do-field-service-techs-want-in-mobile-app/) that offer the level of sophistication and support many desk-based workers have been benefiting from for some time. _Organizations that choose to make that investment are witnessing an **appreciable transformation** in a range of critical performance factors, from employee retention and job satisfaction to service satisfaction, workforce utilization and work capacity, market share, and, ultimately, revenue._ For those of us that believe in evolution before revolution, there are no shortage of manageable, short-term steps to consider before reinventing the way work is managed at our organizations. Consider using a no- or low-cost survey tool to benchmark your organization relative to the findings presented in this report. Dig into employee satisfaction, analyze historical attrition patterns, or evaluate your deskless workers’ sense of autonomy and control. Run quarterly studies, use the results to inform the company’s strategic priorities, and measure the effectiveness of new initiatives. Hold open forum discussions for dialogue with the deskless workers themselves. The past several years have presented an enormous opportunity to increase the visibility of deskless work and highlight its importance. Collectively, we are at the precipice of a new era of deskless work. We simply need to [listen to deskless workers](https://www.skedulo.com/blog/what-mobile-workers-want-from-their-employer/), invest accordingly, and widen the aperture of the digital transformation desk-based workers have been appreciating for some time to include the entirety of the workforce. **We invite you to join us in our mission to champion the deskless workforce.** ## Report Demographics _This report was based on a global study of 240 respondents that were identified as individuals in organizations with a deskless workforce that ran from August 2021 to September 2021, with the demographics as follows._ **Region **74% North America | 14% EMEA | 12% APAC **Title / Level **28% CxO | 33% VP | 38% Director | 1% Manager _This report also included insights from interviews with deskless workers conducted from January 2020 through October 2021._ ### Download the full PDF version of the report. [Download the full report](https://info.skedulo.com/rs/960-CDH-700/images/Skedulo_Q42021-State-of-Deskless-Work-Research-Report.pdf) ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/top-tips-mobile-workforce-management-solution/" type: "resource" title: "Top Tips for Implementing a Mobile Workforce Management Solution" resourceType: "webinar" date: "2018-06-08" description: "You know you need to implement a technical solution to improve your mobile workforce management, BUT you don't know where to begin? We have you covered with our latest webinar 'Top Tips to Implementing a Mobile Workforce Management Solution'." lastmod: "2020-04-20" --- # Top Tips for Implementing a Mobile Workforce Management Solution By Skedulo Team · 2018 You know you need to implement a technical solution to improve your mobile workforce management, BUT you don't know where to begin? We have you covered with our latest webinar 'Top Tips to Implementing a Mobile Workforce Management Solutions'. Implementing a mobile workforce management solution is never an easy task. You can run through a [mobile workforce checklist](https://www.skedulo.com/resources/mobile-workforce-management-checklist/) or identify your current pain points, but you just might not have the technical skills to understand what your organisation truly needs. You're not alone. All of our customers were in the same boat and with a little helping hand from our Client Services team, they were well on their way to Mobile Workforce mastery. Our Executive Vice President of Customer Experience, Edward Backhouse, has you covered with our latest webinar "**Top Tips for Implementing a Mobile Workforce Management Solution."** In this webinar, you will learn: - **Integrations:** Making customer data mobile and understanding Software-as-a-Service (Saas) solutions and Application Programming Interfaces (APIs), all discussed using relatable examples and scenarios - **Implementation:** Knowing the cross-device capabilities of your potential solution including finding the right device for your required use case and important features to look out for - **Tracking:** Real-time tracking data from the field and how it can be leveraged to maximize your ROI - **Scheduling:** Appointment, location, and availability settings to get your mobile team running at it's very best - And so much more! ## Speaker: #### Edward Backhouse ##### VP of Customer Journey Ed Backhouse is the Executive Vice President of Customer Experience, with responsibility from solution architecture for enhancements, implementations & customer training, customer success management & technical support. Ed has 18 years of experience in the IT Industry across project implementations and the last 9 years specifically on the Salesforce Platform leading solution architecture for implementation partners such as Cloud Sherpas and Accenture. Ed’s Customer Success team spans across Australia, Vietnam, America, and the UK. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/trends-in-the-shifting-point-of-care/" type: "resource" title: "Trends in the Shifting Point of Care" resourceType: "ebook" date: "2024-06-04" description: "Discover the Evolution of Healthcare: From Hospitals to Homes. Explore how healthcare is transforming through satellite clinics, telehealth, and home visits. Learn about the driving factors behind this shift, including value-based care and the impact of the COVID-19 pandemic. This eBook delves into the changing landscape of healthcare and the pivotal role of mobile technology in managing these advancements." lastmod: "2025-05-28" --- # Trends in the Shifting Point of Care By Skedulo Team · 2024 If you’ve ever had an appointment with a medical provider from your tablet or computer, noticed a new health clinic opening inside a retail store or had care delivered in the comfort of your own home, then you’ve experienced first hand one of the many ways healthcare is changing. The point of care is shifting. Not so long ago, healthcare took place mostly in the standard settings of hospitals and medical clinics. Now, more and more providers are opening satellite clinics, splitting their time between different office locations, embracing telehealth or even conducting home visits, a reprise of the old physician house calls that were popular many decades ago. There are many factors behind this shift, including the rise of value-based care payment models, better reimbursement for virtual and home visits, and consumers’ heightened expectations that their healthcare be both accessible and more convenient. More recently, the COVID-19 pandemic has accelerated the changes. In this eBook, we’ll explore both the factors fueling the shifting point of care and what the shift means in practical terms for providers. We’ll also outline the critical role mobile technology can play in managing the many new demands and facilitating the transformation. ## A Changing Industry **Major changes are happening all over healthcare, especially when it comes to shifting where and how care is delivered.** The COVID-19 pandemic has hastened the adoption of telehealth and remote patient monitoring technologies. Overwhelmed hospitals have asked those who don’t have life-threatening illnesses to avoid the ER whenever possible, to minimize the risk of spreading infections, and instead seek out ambulatory facilities or other care arrangements. But for decades, hospitals have been moving away from the “heads in beds” strategy of relying on inpatient care for revenue in favor of providing more outpatient ambulatory services. Why? Advances in technology and a broad industry shift toward value based payment models, which reward good patient outcomes instead of simply the number of procedures billed, have both played a major role. Changes in consumer preferences also play a role. Not surprisingly, most people would rather avoid long hospital stays following a surgery in favor of undergoing an outpatient procedure and recovering at home. There’s also been a major shift in sentiment from seniors, who overwhelmingly say they would prefer to stay in their homes as they age, rather than in a senior living facility. Finally, in the wake of COVID, the Centers for Medicare and Medicaid Services has relaxed rules around coverage for things like telehealth and home visits, while improving reimbursement rates to bring them more in line with traditional office visits. **Level Up Your Care Operations** The shifting point of care, in many ways, is good news for the healthcare system. Beyond making care more accessible and more convenient for consumers, the shift toward value-based care models holds the promise of lower costs. In a 2021 analysis, Avalere found that CMS spent less over time on 3,600 Medicare Fee-for-Service patients who received home care services for 30 chronic conditions than on those patients who did not receive home care.1 Put simply, outpatient facilities and especially home healthcare are lower-cost settings for delivering healthcare. That gives providers an opportunity to diversify their service offerings or transform to a different operating model that includes more homecare visits. But the shift also presents many challenges for providers. **Shifting the point of care presents challenges for providers:** - Broader competition for your patients and the revenue they represent - Patient record keeping becomes complicated with care happening at multiple sites for each patient - Less control and oversight over the environment where care is delivered - More pressure to share clinical records digitally rather than re-entering information or asking the patient redundant questions ## Staffing shortages are a major complication Unfortunately, the shift is also coinciding with a painful labor shortage that has affected hospitals and home health agencies alike. As the pandemic has dragged on, the stresses of treating waves of patients with COVID-19 took a toll on staffing, with nurses and physicians alike reporting unprecedented burnout and leaving their jobs. Nearly one in four of the 5,000 hospitals that report their staff status to the federal government had a “critical staffing shortage” as of January 2022, with the number expected to grow. **An industry survey in early 2022 found that 87% of respondents said they became burned out in the past year,** with similar numbers expressing concerns about their mental health and frustrations with pay and working conditions. Perhaps no sector of the healthcare system was hit harder than skilled nursing and assisted-living facilities, with job losses of nearly 238,000 since the beginning of the pandemic, with staffing levels at a 15-year low across the long-term care industry, according to the Bureau of Labor Statistics. Articles published by The New York Times and other outlets examining conditions inside nursing homes during COVID also prompted many people to reconsider plans for their loved ones, with many facilities struggling with low occupancy rates as more seniors opt to receive care at home. > As mentioned previously, healthcare was already experiencing a long-running nursing shortage when COVID hit, accelerating an exodus of clinical talent. That’s left providers scrambling to do more with fewer clinical employees. And it adds to the many challenges of trying to recruit or retain workers to do home health visits: It can be difficult — and lonely — working with a patient on your own - It’s not uncommon for caregivers to arrive for an appointment to find the patient isn’t home - Home health caregivers spend a lot of time driving, usually in their own vehicle, which sees plenty of wear and tear Certified nursing assistants (CNAs), for example, are paid the lowest of all nurse types and can make slightly more in hospitals and skilled nursing facilities than in home care, according to Bureau of Labor statistics. ## The era of healthcare consumerism is finally here At long last, consumerism has arrived in healthcare. After all, people have long been able to pay their bills, order food and shop for clothes online or from their phones; why should healthcare be any different? Healthcare has a lot of room for improvement when it comes to making services more convenient for consumers, who’ve become accustomed to long waits to be called back to an examination room, filling out reams of paperwork, answering redundant questions and so forth. The shifting point of care helps address consumers’ rising expectations in several ways: - By providing options for where appointments can happen. (For example, in a clinic housed in a larger retail store, via virtual visit or telehealth, or through a home care visit) - By offering the ability to book an appointment online, respecting patients’ availability - By offering alternatives that may be seen as safer during the pandemic Home healthcare, an estimated $115 billion market in the U.S. in 2022, represents perhaps the pinnacle of customer convenience, and the industry is not surprisingly growing. One analysis forecasts the industry to grow at a compound annual growth rate of 7.3% between 2018 and 2028. That’s at least in part down to simple consumer preference. Today’s retirement-age seniors prefer to age in place. Surveys consistently find an overwhelming preference by seniors to live out their golden years at home rather than move into assisted living. Home care also dovetails well with value-based care models, since it’s a much lower-cost setting in which to provide post-acute transitional care. In fact, CMS has announced a nationwide expansion of the Home Health Value-Based Purchasing model from the original nine states where it piloted the program, with the first performance year under the nationwide expansion occurring in 2023. CMS said the participants from 2016-2018 achieved an average 4.6% improvement in quality scores and delivered savings that averaged $141 million annually to Medicare. ## The advent of value-based care models As its name implies, the Affordable Care Act of 2010 sought to lower the costs of healthcare in the U.S. in part by incentivizing the value of care provided. It established the goal of moving away from traditional fee-for-service reimbursement toward payments that are linked to quality outcomes and lower costs. In addition to Home Health Value-Based Purchasing, CMS has established a number of value-based payment models, a few of which are listed below, with their names offering clues to how they operate: - Medicare Shared Savings Program - Next Generation ACO (accountable care organization) - Hospital Readmission Reduction Program Another model made more attractive by the pandemic are the Hospital-at-Home programs run by many hospitals, where certain patients are deemed eligible to receive acute-level care in their homes. In a recent survey, Healthcare Innovation found that roughly 70% of respondents had either fully implemented a hospital-at-home program, had gone live with an initial implementation or were in the planning stages. The CMS version is called Acute Hospital Care at Home and requires use of a waiver to admit patients to home care from the hospital. One of the biggest changes home healthcare agencies are grappling with is CMS’ new Patient-Driven Groupings Model, which took effect in 2020. Among other changes, it eliminates the use of therapy service thresholds and removes incentives to provide unnecessary care in an effort to encourage value over volume. PDGM shifts the focus to care based on demographics and other factors that influence patients’ outcomes, and it also cuts payment periods in half, from 60 days to 30, with each payment period classified under a variety of clinical characteristics and other information. The model also encourages home health agencies to take on more clinically complex patients — meaning they will likely need to expand their care teams through the addition of certain skills and specialists. ### Ramifications for providers What do all these new payment models mean for healthcare providers? For starters, there are new regulatory burdens and a slew of new administrative responsibilities. You’ll likely need new tools to help you monitor spending and measure quality improvement efforts and patient outcomes. In addition, healthcare providers will need to pay close attention to details such as: - Accurate diagnoses and diagnosis codes - Referrals — which is especially challenging, given that many referrals come via fax - Access to the referral source and information about patient diagnoses, co-morbidities and supporting documentation from the referring provider or facility - The ability to access and assign the right home caregiver based on their credentials, training or qualifications In short, the shifting point of care puts a premium on efficiency in provider operations. ## How mobile technology can help One of the biggest challenges for providers that take on mobile workforces is around scheduling, with risks including missed appointments, poor allocation of resources, unhappy patients and employees and lost opportunities. Left to manual processes, scheduling can make your organization less productive — in fact, in our survey, **72% of executives said worker productivity is negatively affected by their existing technology.** Automated scheduling offers the major benefits of increasing productivity and, critically, keeping not just your patients but your employees happy. That last point can’t be understated; in an industry that sees a roughly **60% annual employee turnover rate**, there’s abundant research linking digital maturity and worker autonomy with employee satisfaction. Giving your mobile caregivers the tools they need to do their jobs efficiently and effectively makes them more likely to stick around. Yet among the healthcare providers we surveyed, fewer than one in seven had a high degree of autonomy today. Three in 10 said their mobile caregivers had a low degree of control over accepting job offers in real-time or influencing their work schedules. Employers know they need to accommodate the wide variety of full-and part-time caregivers, contractors and per-diem workers that typically provide home healthcare by offering flexible schedules. But most home healthcare workers see high variability in their scheduling. Either they don’t get enough appointments, or they see inconsistent volumes of appointments from week to week, drastically affecting their income. And many spend too much time traveling between appointments instead of caring for patients. ## Automating the scheduling process can resolve all of these issues Automated scheduling uses artificial intelligence to select the right employee for the job based on skills, certifications, location, patient preferences and other factors. It can handle high volumes of incoming requests and generate a schedule that helps providers succeed in the shifting point of care, with benefits including: - Increased efficiency - Reduced operating costs - Making scheduling proactive, with real-time updates to users and insight into busy times of the week or late-breaking changes - Keeping patients happy - Reduced employee turnover, through more predictable and consistent scheduling that empowers caregivers Automated scheduling technology matches patient preferences (such as preferring a female or bilingual caregiver) and clinical needs to the right caregiver. Conversely, it allows caregivers to work at the top of their licensure and pay grade. Automated scheduling also helps optimize travel for caregivers, so appointments are clustered geographically to minimize travel times. Another key benefit is the ability to enter and access data in real-time for caregivers and back-office administrative workers alike: - **Logistical notes:** Caregivers can leave helpful reminders about things like door or gate codes, dogs or other hazardous conditions to watch for, and even observations about the living environments of patients that may affect their health or the caregivers’ ability to provide care. - **Point of care: **Which is important because reimbursement rates can be different depending on where care is delivered. - **GPS data: **Location tracking helps caregivers navigate to and from appointments, helps schedulers track caregivers in the field and boosts safety for lone caregivers. - **Electronic Visit Verification: **Creates a digital record to satisfy the Medicaid requirement. ## What to look for in a mobile healthcare scheduling solution Ask the following questions as you look into technologies that can improve your scheduling processes and make life easier for you, your patients and your mobile workers: 1. What are the security protocols covering the software’s connectivity? Because you’re communicating about sensitive patient data, the software must be secure and HIPAA-compliant. 1. What is your tech strategy? Advanced use of APls to connect and communicate among platforms must be a critical concern. APls are a more secure channel for transferring data such as provider insurance, payroll information, medical documents and information covered by government oversight. 1. Can the profiles you create of your mobile caregivers include specifics on their specializations and certifications? 1. Can you track your workers in real-time along the route for better communication with the patient and office administrators? 1. How much time will this software save your scheduler in coordinating and adjusting schedules, then communicating with your mobile caregivers and other involved staff about the latest arrangements? 1. How does this solution optimize office staff time and efforts while lowering operating costs and improving the patient experience? ## The Skedulo Impact Skedulo gives your team access to smarter, real-time scheduling. The end result? Happier caregivers, patients and schedulers, and a healthier bottom line. - **Clients: **Honor your clients’ or patients’ care preferences and match them with the skills and certifications they need. - **Schedulers/ Care Coordinators: **More easily manage your mobile caregivers in real-time and better match available skills to the needs of patients. - **Mobile Caregivers: **Make their time count with route optimization, real-time communication and access to key tools and information from the field. - **Back Office/ Business Owners **Make data-driven, strategic decisions and improve performance, patient outcomes and employee retention. **Easy Scheduling. Happy People.** ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-best-practices-for-using-skedulo-during-covid-19/" type: "resource" title: "Best practices for using Skedulo during COVID-19" resourceType: "webinar" date: "2020-04-16" description: "Solace Pediatric Home Healthcare shares how they used virtual means to keep serving customers during COVID-19, plus a Skedulo Broadcast Console demo." lastmod: "2020-06-09" --- # Best practices for using Skedulo during COVID-19 By Skedulo Team · 2020 Best practices for using Skedulo during COVID-19 As the world settles into the new “normal”, mobile work has had to make some adjustments along the way. Skedulo customer, Solace Pediatric Home Healthcare, shares how they are utilizing virtual means to continue providing services to their customer base. Watch the webinar on-demand to hear Skedulo’s EVP of Customer Experience and Solace’s CEO best practices that all essential organizations can put into practice during the COVID-19 pandemic. In addition to the interview, Skedulo demos the Broadcast Console which enables schedulers to send custom messaging to notify resources or customers via SMS or Skedulo mobile app notification. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-customer-spotlight-furniture-bank/" type: "resource" title: "Customer Spotlight: How not-for-profit Furniture Bank optimizes their scheduling to combat furniture poverty" resourceType: "webinar" date: "2020-07-01" description: "Join Skedulo on this on-demand webinar for an in-depth look at how Furniture Bank has increased their deskless productivity to better serve their community." lastmod: "2020-07-01" --- # Customer Spotlight: How not-for-profit Furniture Bank optimizes their scheduling to combat furniture poverty By Skedulo Team · 2020 Join Skedulo on this 30 min on-demand webinar for an in-depth look at how Furniture Bank has increased their deskless productivity to better serve their community. **Description: **Furniture Bank is a charity & social enterprise that collects used furniture from the community and transfers it to families in need. As a Skedulo customer, they have been scheduling furniture pickups & deliveries for families in need since 2015. With better visibility across their mobile workforce and more streamlined operations, Furniture Bank has doubled their truck fleet and the number of daily appointments in the past few years. Join Skedulo for an in-depth look at how Furniture Bank has increased their deskless productivity to better serve their community. **Speakers:** - Tammy Peddle - Director, Social Enterprise - Furniture Bank - Michael Gleason - Director, Product Marketing - Skedulo ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-customer-spotlight-servicemaster-clean/" type: "resource" title: "Customer Spotlight: Beyond Scheduling - How ServiceMaster Empowers Mobile Employees to Drive Culture & Performance" resourceType: "webinar" date: "2020-09-18" description: "Watch our latest Customer Spotlight webinar series on-demand featuring ServiceMaster Clean. Founded in 1929, ServiceMaster is a leading residential and commercial cleaning company based in the United States & Canada. As ServiceMaster sought to transform how they managed their field staff, they unlocked much more: an opportunity to drive a culture of autonomy, transparency, and excellence through technological innovation." lastmod: "2020-09-18" --- # Customer Spotlight: Beyond Scheduling - How ServiceMaster Empowers Mobile Employees to Drive Culture & Performance By Skedulo Team · 2020 Watch our latest Customer Spotlight webinar series on-demand featuring ServiceMaster Clean. Founded in 1929, ServiceMaster is a leading residential and commercial cleaning company based in the United States & Canada. As ServiceMaster sought to transform how they managed their field staff, they unlo… [Watch the video](https://youtu.be/ciVVMfmVVRs) ### Description: Founded in 1929, ServiceMaster is a leading residential and commercial cleaning company based in the United States & Canada. As ServiceMaster sought to transform how they managed their field staff, they unlocked much more: an opportunity to drive a culture of autonomy, transparency, and excellence through technological innovation. By joining Skedulo and ServiceMaster Clean Vancouver’s President & General Manager, David Benoit, on this webinar, you will walk away with: - An appreciation for how to navigate the specific operational complexity in managing and scheduling a large mobile workforce - An understanding of the strategic and tactical opportunities ServiceMaster unlocked through Skedulo’s Deskless Productivity Cloud - An in-depth case study in driving culture and performance through technical innovation and employee empowerment ### Speakers: - David Benoit - President & General Manager - ServiceMaster Clean Vancouver - Michael Gleason - Director of Product Marketing - Skedulo ### Duration: - 25 minute presentation + 5 min Q&A ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-discover-the-future-of-scheduling/" type: "resource" title: "Discover the Future of Scheduling with Skedulo’s Newest Product Features" resourceType: "webinar" date: "2024-06-20" description: "Discover Skedulo’s latest updates by watching our recorded webinar. Learn about new features, platform enhancements, and best practices for optimizing your operations. Plus, hear answers to questions from our Q&A session." lastmod: "2025-01-17" --- # Discover the Future of Scheduling with Skedulo’s Newest Product Features By Skedulo Team · 2024 Discover Skedulo’s latest updates by watching our recorded webinar. Learn about new features, platform enhancements, and best practices for optimizing your operations. Plus, hear answers to questions from our Q&A session. Learn more about the exciting new features available from Skedulo with a deep dive demo into the all new Scheduling Experience and enhancements to the Skedulo Plus mobile app. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-home-health-care-news-how-technology-can-make-or-break-your-patient-care/" type: "resource" title: "Home Health Care News: How Technology Can Make or Break Your Patient Care" resourceType: "webinar" date: "2021-05-27" description: "Join AccentCare, NurseRegistry, and Skedulo on this on-demand webinar for a panel discussion on the current trends, opportunities, and challenges, in home-based healthcare and the role innovation and technology has played in their success." lastmod: "2021-05-27" --- # Home Health Care News: How Technology Can Make or Break Your Patient Care By Skedulo Team · 2021 Join AccentCare, NurseRegistry, and Skedulo on this on-demand webinar for a panel discussion on the current trends, opportunities, and challenges, in home-based healthcare and the role innovation and technology has played in their success. [Watch the video](https://youtu.be/tHKL1gnwUi4) ### Description: There is no arguing home-based healthcare has undergone substantial transformation—and this transformation has only accelerated due to COVID-19. The opportunities to improve service quality, drive efficiency and profitability gains, grow market share, and enhance the care provider experience are more accessible than ever before. Join David Von Tress, Vice President, Business Transformation, at AccentCare, Melissa Fischer, COO at NurseRegistry, and Michael Gleason, Director of Product Marketing at Skedulo for a panel discussion on the current trends, opportunities, and challenges, in home-based healthcare and the role innovation and technology has played in their success. ### Speakers & Moderator: - David Von Tress, Vice President, Business Transformation @ AccentCare - Melissa Fischer, COO @ NurseRegistry - Michael Gleason, Director, Product Marketing @ Skedulo - Andrew Donlan, Reporter / Moderator @ Home Health Care News ## Duration: - 30 minute presentation ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-home-health-care-trends-in-a-post-covid-world/" type: "resource" title: "Home Health Care Trends in a Post-COVID World" resourceType: "webinar" date: "2020-06-09" description: "COVID-19 has without question changed the way we all do our jobs. While some organizations have switched to a telehealth approach, others carry on embracing new precautions along the way. As everyone adjusts to the new normal, we are acutely aware that everything will be different. There is no playbook for evaluating and implementing new technologies overnight. We are all faced with new policies and procedures for maintaining continuity of support, care and service to the community." lastmod: "2020-06-22" --- # Home Health Care Trends in a Post-COVID World By Skedulo Team · 2020 COVID-19 has without question changed the way we all do our jobs. While some organizations have switched to a telehealth approach, others carry on embracing new precautions along the way. As everyone adjusts to the new normal, we are acutely aware that everything will be different. There is no playbook for evaluating and implementing new technologies overnight. We are all faced with new policies and procedures for maintaining continuity of support, care and service to the community. For Home Health Providers, the show must go on. Join our CEO for a best practices discussion with home health scheduling expert Skedulo, CEO of Solace Pediatric Home Healthcare, and CEO of Graham Healthcare Group to find out how organizations are already adjusting to today’s challenges. From utilizing virtual service delivery and doing more with less to rethinking home health 2025, you don’t want to miss it. **Key considerations:** - How do you see delivery of care shifting? - What technology will we see more or less of today and in the future? - How can we enhance the effectiveness of virtual visits? **Speakers:** - Matt Fairhurst - CEO - Skedulo - Darcie Peacock - CEO - Solace Pediatric Home Healthcare - Justin DeWitte - CEO - Graham Healthcare Group - Bob Holly - Moderator - Home Health Care News ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-how-to-champion-your-deskless-workforce-with-on-demand-pay/" type: "resource" title: "How to Champion your Deskless Workforce with On‑Demand Pay" resourceType: "webinar" date: "2021-02-01" description: "Join our on-demand fireside chat with Wendy Kinney (Skedulo) and Jen Terrell (Rain) as they look at how additions to company benefits programs, like a pay on-demand option, can improve employee financial wellness—resulting in alleviated stress, confident employees and overall increased employee happiness." lastmod: "2021-02-01" --- # How to Champion your Deskless Workforce with On‑Demand Pay By Skedulo Team · 2021 Join our on-demand fireside chat with Wendy Kinney (Skedulo) and Jen Terrell (Rain) as they look at how additions to company benefits programs, like a pay on-demand option, can improve employee financial wellness—resulting in alleviated stress, confident employees and overall increased employee hap… [Watch the video](https://youtu.be/deGSVzElTUY) ## Description: Life can be tough, even more so now, but we are all in this together and small acts of kindness and appreciation can make a world of difference. As an organization that employs frontline, deskless and hourly workers, you have the opportunity to be a champion of your workforce. Making some additions to your company culture and employee benefits program can help to attract, retain and empower your talent. Join our on-demand fireside chat with Wendy Kinney (EVP, Global Sales & Solutions at Skedulo) and Jen Terrell (VP, Employer Partnerships at Rain) as they look at how additions to company benefits programs, like a pay on-demand option, can improve employee financial wellness—resulting in alleviated stress, confident employees and overall increased employee happiness. This discussion will cover: - An overview of earned wage access - How you can help your workforce recognize the value of their work - Improving employee retention and happiness through financial wellness ## Speakers & Moderator: #### Wendy Kinney ##### EVP, Global Sales & Solutions at Skedulo #### Jen Terrell ##### VP, Employer Partnerships at Rain #### Chelsea Basilotta ##### Senior Manager, Partner Alliances at Skedulo ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-how-to-improve-caregiver-satisfaction-and-retention-with-mobile-technology/" type: "resource" title: "How to Improve Caregiver Satisfaction and Retention with Mobile Technology" resourceType: "webinar" date: "2021-12-28" description: "The work of mobile caregivers is dynamic in nature and often complex as they are challenged with a rigorous set of obstacles. In this educational webinar, a panel of experts will discuss how home health organizations can leverage technology to help achieve optimum success, ultimately fostering a more efficient and productive environment to retain mobile caregivers." lastmod: "2021-12-28" --- # How to Improve Caregiver Satisfaction and Retention with Mobile Technology By Skedulo Team · 2021 The work of mobile caregivers is dynamic in nature and often complex as they are challenged with a rigorous set of obstacles. In this educational webinar, a panel of experts will discuss how home health organizations can leverage technology to help achieve optimum success, ultimately fostering a mo… [Watch the video](https://youtu.be/gQ8dQoSYFEk) #### Webinar Panel Explores Role of Technology in Retaining Mobile Home Healthcare Workers Employee retention is a huge issue in home healthcare, an industry that struggles with chronic turnover among its mobile workers. In fact, the industry’s turnover rate in 2020 was above 65%, according to an [annual survey](https://homehealthcarenews.com/2021/05/a-huge-victory-home-care-turnover-remains-stable-at-65-2/) from Home Care Pulse. Can implementing technology play a role in improving employee satisfaction? How does it aid in the transition to new value-based reimbursement models? And what kinds of strategies are organizations using to boost satisfaction among their mobile caregivers? Those were among the questions addressed in a recent 45-minute webinar Skedulo sponsored with _Home Health Care News_, “How to improve caregiver satisfaction and retention with mobile technology,” which we offer here for on-demand viewing. _Home Health Care News_ Editor Bob Holly moderated the discussion among the panelists: - **James Powell, MD**, CEO, Long Island Select Healthcare - **Kelley Smith**, RN, MPH, Chief Clinical Officer, Envision Health - **Rachel Disselkamp**, Director of Healthcare Vertical, Skedulo The discussion ranged from the importance of flexibility in scheduling home caregivers, to potential pitfalls of technology in home healthcare and how visit schedule data can be mined for warning signs of worker dissatisfaction. “If you've got a lot of senior clinicians and RNs doing a lot of LPN or CNA kind of work, it starts to grind on them, because they're feeling like we're not performing at the top of our license, and it leads them to disengage and look elsewhere,” Disselkamp said. “So you can look at the schedule to see what type of work individuals are doing, and link that back to their satisfaction scores. They're your retention metrics because culturally, many of us see schedule is just a necessary part of the work, but it really can be a goldmine for insights into strategic business questions.” **Watch the webinar in the video player above.** ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-ideation-to-adoption/" type: "resource" title: "Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software" resourceType: "video" date: "2018-08-22" description: "Change is difficult, especially when it’s an organizational change to new software. Download “From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software” to learn how you can effectively implement change management in your organization." lastmod: "2020-04-20" --- # Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software By Skedulo Team · 2018 Change is difficult, especially when it’s an organizational change to new software. Download “From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software” to learn how you can effectively implement change management in your organization. As part of implementing a new solution, your colleagues will need to accept changes in the way they do their job. Some people are more naturally inclined to be open to change and improving processes, while others are not. Change management allows you to plan and execute change in a controlled way, so ultimately it’s a positive experience for your organization. But what are the steps involved with an organization adopting a new solution and how can you make this transition as seamless as possible? Skedulo’s very own **Emily Hay, Senior Project Manager + Salesforce MVP**, and **David Isaacs, Head of Design** discuss change management and user adoption right from design through to implementation and ongoing support. **“From Ideation to Adoption: Maximizing User Adoption of Your Enterprise Software”** explores the many areas to think about before adopting a new solution, including: - The process of requiring a solution through to adopting one - Where to begin when it comes to training a team on new software - Handling ‘Murphy’s law’ - Making your software accessible to all employees - Asset to leverage to help you on your way - And more! ## Speakers: #### Emily Hay ##### Senior Project Manager + Salesforce MVP Emily is a Salesforce Women in Technology leader, Senior Project Manager and Salesforce MVP with over 8 years’ experience in development and project lead roles on the Salesforce platform, and 12 years’ experience in the technology industry. Emily is passionate about equality in all walks of life, and believes that the best way to build tech products and systems that people love is to deliver them with teams that reflect the communities we’re serving. #### David Isaacs ##### Head of Design With over 12 years experience in design, David Isaacs has worked on projects from complex web applications through to commerce websites, mobile operating systems, and mobile applications. David leads the team of designers here at Skedulo and has a passion for tackling the difficult problems whilst supporting design talent and developing a great team. ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-next-frontier-of-digital-transformation-deskless-productivity/" type: "resource" title: "Webinar: The Next Frontier of Digital Transformation: Deskless Productivity" resourceType: "webinar" date: "2020-06-09" description: "Watch this 45 min webinar on-demand. 451 Research and Skedulo explore workforce productivity trends past, present and future—the growth trajectory and unique challenges of deskless work—and best practices for managing mobile workers in a post-COVID world." lastmod: "2021-07-15" --- # Webinar: The Next Frontier of Digital Transformation: Deskless Productivity By Skedulo Team · 2020 Watch this 45 min webinar on-demand. 451 Research and Skedulo explore workforce productivity trends past, present and future—the growth trajectory and unique challenges of deskless work—and best practices for managing mobile workers in a post-COVID world. Gradual shifts in workforce design are forcing businesses to revisit their productivity strategies, particularly regarding deskless workers—employees who don’t work in a traditional office setting. The growth of flexible and remote work following the outbreak of COVID has placed a spotlight on work that happens outside of an office, and subsequently raised questions about how that work—and the productivity of the employees behind it—can be measured. **Join 451 Research and Skedulo in this 45 min discussion to explore:** - Workforce productivity trends past, present and future - The growth trajectory and unique challenges of deskless work - Best practices for managing mobile workers in a post-COVID world **Speakers:** - Conner Forrest - Sr. Analyst - 451 Research - Miles Kelly - EVP, Marketing - Skedulo - Michael Gleason - Director, Product Marketing - Skedulo ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-order-out-of-chaos-why-and-how-home-healthcare-care-coordinators-must-evolve/" type: "resource" title: "Order Out of Chaos: Why—and How—Home Healthcare Care Coordinators Must Evolve" resourceType: "webinar" date: "2021-03-24" description: "Watch this webinar on-demand to walk away with a data-informed snapshot of the top challenges Home Healthcare providers face in 2021, an opportunity to benchmark your operation against industry trends and key data points, and profiles of innovative organizations that are transforming chaos into order through improved coordination of mobile caregiver teams." lastmod: "2021-05-27" --- # Order Out of Chaos: Why—and How—Home Healthcare Care Coordinators Must Evolve By Skedulo Team · 2021 Watch this webinar on-demand to walk away with a data-informed snapshot of the top challenges Home Healthcare providers face in 2021, an opportunity to benchmark your operation against industry trends and key data points, and profiles of innovative organizations that are transforming chaos into ord… [Watch the video](https://youtu.be/0edBOd5MDTI) ## Description: The global Home Healthcare market was valued at $167 billion in 2020—and you would be hard pressed to find a more dynamic field. Between the sprawl of patient locations, the varying nature of their needs and the range of staff profiles to serve them, and the chaotic nature of life from cancellations to sick days to traffic, Home Healthcare providers—and particularly care coordinators—deal with chaos daily. Watch this webinar on-demand to walk away with: - A data-informed snapshot of the top challenges Home Healthcare providers face in 2021 - An opportunity to benchmark your operation against industry trends and key data points - Profiles of innovative organizations like Solace Pediatric Home Healthcare and Easterseals Northern California that are transforming chaos into order through improved coordination of mobile caregiver teams ## Speakers: - Michael Gleason, Director of Product Marketing, Skedulo ## Duration: - 30 minute presentation ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-tackling-the-home-health-growth-challenge-ft-new-market-research/" type: "resource" title: "Tackling the Home Health Growth Challenge ft. New Market Research" resourceType: "webinar" date: "2021-09-21" description: "Join us on-demand for a discussion featuring insights from a new global study focused on mobile worker’s challenges, the varying levels of digital maturity across market segments, and strategic opportunities for healthcare organizations." lastmod: "2021-09-24" --- # Tackling the Home Health Growth Challenge ft. New Market Research By Skedulo Team · 2021 Join us on-demand for a discussion featuring insights from a new global study focused on mobile worker’s challenges, the varying levels of digital maturity across market segments, and strategic opportunities for healthcare organizations. [Watch the video](https://youtu.be/f8uWJWyxBlI) ### Description How worker autonomy, workforce management, and digitization affect your ability to scale. Join Skedulo’s Rachel Disselkamp Director, Healthcare and Michael Gleason, Director, Product Marketing for a discussion featuring insights from a new global study focused on mobile worker’s challenges, the varying levels of digital maturity across market segments, and strategic opportunities for healthcare organizations. This 30-min webinar will include: - Market research quantifying key challenges home healthcare organizations face - Opportunities to unlock growth - Case studies of leading organizations that are scaling through investments in their caregivers and operations ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/webinar-the-future-of-field-service-powering-the-next-chapter-of-deskless-work/" type: "resource" title: "The Future of Field Service" resourceType: "webinar" date: "2021-08-03" description: "In this session, watch on-demand as we dive into key insights from an ongoing research project surveying and interviewing hundreds of mobile workers across the globe, the explanation as to why customer-centric and employee-centric strategies are not only mutually compatible but necessary for success, and a better understanding around how to empower deskless workers with autonomy through a system of complimentary control." lastmod: "2021-09-03" --- # The Future of Field Service By Skedulo Team · 2021 In this session, watch on-demand as we dive into key insights from an ongoing research project surveying and interviewing hundreds of mobile workers across the globe, the explanation as to why customer-centric and employee-centric strategies are not only mutually compatible but necessary for succes… [Watch the video](https://youtu.be/IpF4CvfETN8) ### Description: Did you know deskless workers outnumber desk-based workers four-to-one? In fact, 62% of organizations anticipate growth in their deskless workforce over the next year, while only 4% expect that workforce to contract. Over the past year, the world has depended on deskless workers more than ever. But what makes the difference between highly effective organizations with high service satisfaction and low attrition and struggling businesses? In this session, Paul Ciappara, Director, Customer Insights & Product Strategy, and Michael Gleason, Director, Product Marketing, will share: 1. Key insights from an ongoing research project surveying and interviewing hundreds of mobile workers across the globe 1. The explanation as to why customer-centric and employee-centric strategies are not only mutually compatible but necessary for success 1. A better understanding around how to empower deskless workers with autonomy through a system of complementary control ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/resources/what-is-skedulo/" type: "resource" title: "What is Skedulo?" resourceType: "video" date: "2023-10-25" description: "Watch the video & learn about Skedulo in 90 seconds! Our purpose-built platform was designed to help you intelligently schedule and manage your dynamic workforce saving you time while helping your business grow." lastmod: "2023-10-25" --- # What is Skedulo? By Skedulo Team · 2023 Watch the video & learn about Skedulo in 90 seconds! Our purpose-built platform was designed to help you intelligently schedule and manage your dynamic workforce saving you time while helping your business grow. [Watch the video](https://youtu.be/YAlWGwgzWW8) ## Scheduling is a breeze using Skedulo. ##### Our purpose-built platform was designed to help you intelligently schedule and manage your dynamic workforce saving you time while helping your business grow. Create the ideal schedule with the push of a button, using our powerful optimization engine. With Skedulo, you have the power to decide what’s important to your business when creating the perfect schedule. Use custom rules, tags and settings — and if you need to make adjustments, it's as easy as drag and drop. But it doesn’t stop there. Skedulo’s mobile app enables your scheduler and workers to be more productive. Workers can accept or decline job offers. And when it’s time to get to work, they can check off all their to-dos, add notes, and collect signatures right from their phones. All of this works in real-time, allowing your team to respond immediately to last minute changes or scheduling conflicts. That means no more missed appointments and happier customers. And believe it or not — that’s just the tip of the iceberg. As the first platform purpose-built for the mobile workforce, we can scale to meet the challenges of even the largest enterprises. **If you’d like to learn more about Skedulo, [sign up for a demo](https://www.skedulo.com/book-a-demo/).** ## Most popular resources - [Digital Transformation 2.0: Equipping Your Business For a Next Generation Workforce](https://www.skedulo.com/resources/digital-transformation-equipping-your-business-for-a-next-generation-workforce/) — Whitepaper. Digital transformation may be the biggest buzzword of recent years. But, it could also be the single most important endeavor your business undertakes. As a deskless productivity platform, Skedulo has been purpose-built to help you achieve exactly this. - [Sophisticated Scheduling Made Easy](https://www.skedulo.com/resources/sophisticated-scheduling-made-easy/) — Ebook. At Skedulo, we’re big believers in the power of scheduling to drive business results. Here’s how it helps your teams and your customers. - [Orchestrate success: The role of digital technology in connecting your team](https://www.skedulo.com/resources/orchestrate-success-the-role-of-digital-technology-in-connecting-your-team/) — Ebook. Discover how the role of digital technology can connect your workers. In this eBook, we illustrate a better way to match the unique needs of each client with available resources and skills, a way to minimize missed appointments and double-bookings, and a smarter way to plan and coordinate assignmen… --- --- url: "https://www.skedulo.com/schedule-mobile-workforce-operations-assessment-meeting/" type: "page" title: "Schedule your Mobile Workforce Operations Assessment" description: "Meet with Skedulo for your free 1:1 consultation to review your mobile workforce operations and create an action plan to increase your efficiencies." lastmod: "2019-10-08" --- # Schedule your Mobile Workforce Operations Assessment ## Schedule your Mobile Workforce Operations Assessment --- --- url: "https://www.skedulo.com/schedule-skedulo-assessment/" type: "page" title: "Schedule your Workforce Operations Assessment" lastmod: "2018-07-18" --- # Schedule your Workforce Operations Assessment ## Schedule your Workforce Operations Assessment --- --- url: "https://www.skedulo.com/scheduling/" type: "page" title: "Intelligent workforce scheduling software" description: "Scheduling software made simple. Use the Skedulo app to match employees to the right job, find the best route, and manage your mobile workforce with ease." lastmod: "2024-02-01" --- # Intelligent workforce scheduling software _Scheduling & dispatch_ ## Intelligent workforce scheduling software Eliminate the pain of manual scheduling. Skedulo’s powerful scheduling software makes it easy to match available and qualified workers to customer requirements and expectations. Never miss a job, increase customer satisfaction, and make complex scheduling much simpler. ### Easily match customer needs to available workers Quickly and easily select the resource best suited to deliver what you customer needs ### Simplify complex scheduling with clean visuals Visualize workers, calendars, routes, and other key data to streamline your scheduling process ### Streamline, automate, and optimize scheduling Use intelligent scheduling as a tool to optimize your business operations ### Manage the pipeline of work from request to delivery Understand at a glance your pipeline of jobs pending, assigned, and dispatched ## Eliminate manual scheduling inefficiencies and errors ### Easily select the best resource With worker and job details in one place, choosing the right worker for the job becomes much simpler. Reduce errors with drag-and-drop scheduling in clean visuals—like calendars, maps, swim lanes, and Gantt charts. ### Never miss an appointment With Skedulo, you can easily see your pipeline of jobs requested, scheduled, dispatched, and completed—plus all the relevant details attached to each job—so work is never missed. ### Resolve problems in real-time See the real-time locations and statuses of your workforce in a convenient map view. Identify potential roadblocks early and prevent missed or late appointments before they happen. ## Schedule your team your way Our scheduling software is powerful and flexible so your scheduling and dispatch operations are optimized for your business needs and priorities. Support your [deskless workforce](https://www.skedulo.com/the-rise-of-the-mobile-workforce-and-deskless-workers/), boost efficiency, [increase customer satisfaction](https://www.skedulo.com/blog/how-mobile-workforce-management-affects-customers/), and much more. ### Optimize schedules for your priorities Do you need to boost worker productivity, scheduling efficiency, or customer satisfaction? Is your goal to reduce costs, travel time, and resource turnover? No matter your priorities, Skedulo will help you meet your goals. ### Simplify any scheduling scenario Whether your use-case is transactional services, recurring work, or something far more complicated, Skedulo is powerful and flexible enough to handle it. Manage single jobs, shift work, or even irregular work patterns easily in a single system. ### Configure to fit your team Manage the dynamic schedules of single resources, regular teams or ad-hoc groups with ease. Group and manage schedules by worker, customer, or job type. However you need to schedule mobile work, Skedulo has the flexibility to handle it. ## Dispatch & communicate instantly Send schedules and job details instantly from the scheduling console to the hands of mobile workers via the [Skedulo mobile app](https://www.skedulo.com/mobile-scheduling-apps/). Get job confirmation right away so you know if you need to assign a different resource. ### SMS and push notifications Dispatch workers and alert them instantly of real-time changes to work schedules. Push notifications and SMS alerts to your mobile resources puts information exactly where it needs to be—in the palm of their hands. ### Offer jobs, get motivated workers With “first come, first assigned” scheduling capability, you can immediately offer open jobs to multiple workers who are the right fit. Mobile workforce management has never been easier. ### Communication attached to the job With Skedulo, all the details about dispatch alerts and job acceptance is attached to the job record so you never have to go searching for lost emails to see what happened. _Skedulo MasterMind_ ## Automate scheduling with Skedulo MasterMind Skedulo MasterMind uses a powerful rules engine to make scheduling smarter. ### Optimize scheduling Schedulers have an intelligent toolset to balance complex scheduling requirements based on the needs of customers, the business, and the deskless workforce. ### Reduce travel time Schedule smarter with recommendations to reduce travel time, cluster appointments by proximity, or speed up job completion. ### Schedule jobs automatically Jobs can be scheduled automatically, controlled by your constraints and business logic. Increase your scheduling team’s capacity and productivity with intelligent automation. _SEAMLESS CONNECTION_ ## Integrate scheduling software with your enterprise tech stack Create a seamless enterprise tech stack across your business with Skedulo as your system of record for mobile work. Optimize how your teams and customers spend their time with you to reduce costs, increase engagement and retention, and unlock growth with an integrated tech stack. ## Resources to help you along the way ### Shifting the point of care and putting worker retention in drive As the point-of-care continues to shift to the home, organizations are shifting their worker retention strategies to meet the work styles of their mobile caregivers. ### Sophisticated Scheduling Made Easy The impact of Skedulo on your employees, your customers, and your business ### 8 field service strategies for success In this eBook, we share some of these insights as strategies that you can implement to help you stay ahead of your competitors in this new era of digital connectivity. ## Ready to make your entire team more effective? --- --- url: "https://www.skedulo.com/scheduling/algorithmic-fairness/" type: "page" title: "Engineering Algorithmic Fairness into Frontline Scheduling" description: "Algorithmic fairness means designing scheduling systems that optimize for efficiency, predictability, workload equity, and sustainable workforce experience." --- # Engineering Algorithmic Fairness into Frontline Scheduling --- --- url: "https://www.skedulo.com/scheduling/construction-trades-scheduling/" type: "page" title: "Scheduled to Fail: Why Construction and Specialty Trades Need Smarter Workforce Management" description: "Scheduling a construction or specialty trades workforce has always been complex. What has changed is the margin for error." --- # Scheduled to Fail: Why Construction and Specialty Trades Need Smarter Workforce Management --- --- url: "https://www.skedulo.com/the-rise-of-the-mobile-workforce-and-deskless-workers-2/" type: "page" title: "The Rise of the Mobile Workforce and Deskless Workers" --- # The Rise of the Mobile Workforce and Deskless Workers _DESKLESS WORKFORCE OPERATIONS_ ## The Rise of the Mobile Workforce and Deskless Workers Why 80% of the global workforce is deskless, what that means for the organizations that employ them, and how to turn distributed field operations into a genuine competitive advantage. ## Introduction For decades, the word "workforce" was synonymous with the office. Success was measured by headcount at desks, not outcomes delivered in the field. That model has been quietly, irreversibly overturned. Today, approximately 80% of the global workforce is deskless. That amounts to nearly 2.7 billion people who do not perform their core job responsibilities at a fixed desk. They are home healthcare nurses, utility lineworkers, field service technicians, delivery drivers, construction crews, and mobile sales representatives. For many customers, these workers are not just employees of the companies they represent, they are the company — experienced in person, on site, at the moment of need. Despite representing the overwhelming majority of the global workforce, deskless workers or frontline workers have historically been the most underserved by enterprise technology. It is estimated that only 1% of enterprise software investment has been directed toward deskless technology, a gap that represents both the single greatest bottleneck to productivity in field operations and one of the most significant opportunities in enterprise software today. This guide examines who the mobile workforce is, the forces driving its growth and transformation, the unique management challenges it presents, and what it takes to turn a distributed field operation from a logistical challenge into a genuine platform for growth. ## 1. Defining the Modern Deskless Workforce A mobile workforce is not a remote version of an office team. "Remote work" typically refers to knowledge workers using laptops from home offices, managing their responsibilities asynchronously. Deskless work is categorically different: these are professionals whose fundamental job responsibilities cannot be performed at a desk under any circumstances. Their workplace is inherently location-based, customer-facing, and physically present. Mobile workers are geographically dynamic. Many visit five or more distinct locations in a single day, navigating live traffic, varying job site conditions, and changing customer circumstances. For those customers, the mobile worker is the entire brand experience, delivered in person, and not an abstract representative. What unites all of these roles is the management challenge: coordinating workers who are physically distributed, whose workloads are unpredictable, and whose customers expect timely, reliable, transparent service every time. ## 2. The Forces Driving the Mobile Revolution The rise of the mobile workforce is not a single trend but rather the convergence of three powerful forces that have reshaped customer expectations, worker expectations, and operational possibilities simultaneously. Case Study: Hometree and Skedulo ### The "instant economy" and the Amazon Effect Customers no longer tolerate the four-hour service window. The same individuals who receive a text message when their Amazon delivery is two stops away now expect real-time ETA tracking, digital service histories, and instant confirmation when a technician has completed their work. This "Amazon Effect" has permeated every industry, from healthcare to utilities. Meeting these expectations requires a level of operational sophistication (real-time scheduling, automated customer notifications, live technician tracking) that manual scheduling and disconnected tools cannot provide at any scale. Organizations that cannot deliver this transparency are losing customers to competitors that can. ### The multi-generational workforce shift Millennials and Gen Z now comprise the majority of the workforce. These digital natives have little patience for paper-based processes, clunky legacy software, or manual workflows. They expect the professional tools they use at work to mirror the quality and intuitiveness of the consumer technology they use in their personal lives: mobile-first, always connected, and designed to make their work easier rather than harder. This matters for recruiting, retention, and performance. In industries already experiencing labor shortages, the quality of a mobile worker's digital tools is increasingly a meaningful factor in the employment decision. Organizations offering modern, well-designed mobile platforms attract and retain better talent than those issuing paper forms and expecting phone-in updates. ### The shift from reactive to predictive operations The traditional "break-fix" model of field service, dispatching a technician after something fails, is giving way to a predictive model enabled by the Internet of Things. Equipment and infrastructure assets now transmit performance data continuously. When a machine's readings deviate from normal operating parameters, the system generates a work order, schedules a preventive visit, and dispatches the right technician before the customer experiences any disruption. This shift requires scheduling platforms capable of ingesting real-time sensor data and acting on it with precision, not human dispatchers manually checking in with technicians at the end of the day. Organizations that build these capabilities now are establishing operational advantages that will compound over the next decade. The 1% Gap Despite representing 80% of the global workforce, deskless workers receive only an estimated 1% of enterprise software investment. This isn't just a technology gap — it's the single greatest untapped source of operational productivity in the modern service economy. The organizations that close it first gain a durable advantage over those that don't. ## 3. Challenges Unique to Managing a Mobile Workforce Managing a workforce you cannot physically see introduces a set of operational challenges that office-based management models were never designed to address. These are more than logistical inconveniences that compound into measurable costs: missed appointments, repeat visits, worker turnover, and customer churn. ## 4. What Effective Mobile Workforce Management Actually Requires The organizations managing mobile workforces most effectively share a common architecture: they have stopped treating their field operations as a scheduling problem and started treating it as an orchestration problem. The distinction matters. Scheduling asks: "Who is available for this job?" Orchestration asks: "Who is the right person for this specific job, given their skills, location, tools, history with this customer, and the downstream jobs they need to reach today, and how does assigning them here affect the entire day's operational performance?" That is a fundamentally different question, and it requires fundamentally different technology to answer it. ### Intelligent scheduling and dispatch The scheduling engine is the core of any effective MWM platform. It must evaluate not just availability, but skill certifications (does this worker hold the specific license this high-voltage job requires?), inventory (does their vehicle carry the part needed?), proximity, and priority (should we send the closest technician, or the most qualified one for an urgent, high-value customer?). For organizations with hundreds of concurrent jobs, this optimization cannot be manual and requires algorithmic precision. ### A single pane of glass for field workers A mobile worker's greatest operational enemy is fragmented information. The most expensive field service failures, such as second truck rolls, customer escalations, and missed appointments, almost always trace back to a worker who lacked critical information before they arrived: where the shutoff valve is, what parts were used last time, which customer preferences were noted, and what the safety protocol requires for this specific job type. Effective MWM gives every mobile worker a single interface containing everything they need: their schedule, customer history, job-specific instructions, safety checklists, documentation tools, and direct communication with the back office. Offline functionality ensures this information is accessible even in remote or low-connectivity environments, including basements, rural substations, and buildings with poor cellular coverage. ### Real-time visibility and dynamic response Back-office awareness that depends on end-of-day paperwork is not operational visibility — it is historical record-keeping. Effective MWM provides live status updates across the entire field operation: which jobs are in progress, which are paused, which technicians are en route, and which situations require intervention. This real-time picture enables dynamic dispatching that reroutes a worker from a completed job to an emergency; catches a delay before it cascades into three missed appointments; or identifies that a technician is running consistently late in the afternoon and investigates why. ### Data as the authoritative record An effective MWM platform eliminates the "he-said, she-said" of field service disputes by creating an immutable, timestamped record of every job: GPS check-in, digital signatures, before-and-after photos, completed safety checklists, and time-on-site data. This audit trail serves multiple purposes simultaneously, including accurate billing, regulatory compliance, customer dispute resolution, and insurance liability documentation. It also feeds the analytics that enable continuous operational improvement: which job types are consistently underestimated, which routes produce the most travel inefficiency, or which workers have the highest first-time fix rates on specific equipment types. ## 5. The Path Forward: From Managing to Orchestrating The evolution of mobile workforce management over the next several years will be shaped by three converging capabilities. Organizations investing in the right platform foundations today will be positioned to adopt them without a system replacement. - Predictive dispatch via IoT: IoT sensors embedded in assets now transmit live performance data. When readings deviate from normal parameters, the MWM platform generates a work order, schedules a preventive visit, and dispatches the right technician before the customer experiences any disruption. The shift from reactive to predictive field service is already underway in utilities, manufacturing, and healthcare equipment — and expanding rapidly. - AI-driven demand forecasting: AI will move beyond optimizing today's schedule toward anticipating tomorrow's demand. Systems that analyze historical job patterns, seasonal cycles, weather data, and local event signals can pre-allocate workforce capacity before the requests arrive, reducing emergency scrambling and enabling consistently tighter service windows. - Delegated scheduling for hybrid workforces: As organizations increasingly operate blended teams of employees and contractors, delegated scheduling allows partner firms to manage their own technicians within the same platform, filling assigned work blocks without requiring the primary organization to micromanage every assignment. This maintains brand standards while respecting contractor operational autonomy. ## 6. Conclusion The rise of the mobile workforce is not a logistical shift; it is a human one. Behind every completed job notification is a professional navigating the real world to deliver a service that matters to a real customer. The organizations that recognize this and invest accordingly will build something more durable than operational efficiency: they will build workforces that are genuinely engaged, and genuinely loyal customer relationships. The opportunity is clear and measurable. Organizations that invest in purpose-built mobile workforce management — intelligent scheduling, real-time visibility, unified field execution, and data-driven continuous improvement — consistently outperform those that don't, across every metric that matters: cost per service call, first-time fix rate, worker retention, and customer satisfaction. The deskless workforce is the majority. It is time for the technology investment to match. ## 7. Frequently Asked Questions ## About this guide This guide was prepared by Skedulo's product and research teams, drawing on direct experience working with enterprise and mid-market customers across various industries. ## See Skedulo in action --- --- url: "https://www.skedulo.com/mobile-workforce-management-best-practices-2/" type: "page" title: "Mobile Workforce Management Best Practices" --- # Mobile Workforce Management Best Practices _A STRATEGIC GUIDE FOR OPERATIONS LEADERS_ ## Mobile Workforce Management Best Practices How to manage hundreds of mobile workers at scale — and turn scheduling from an operational cost into a competitive advantage. ## Introduction For any organization with frontline or mobile workers in the field, workforce management is not a back-office administrative task — it's a core operational competency. Every scheduling decision, every dispatch, every piece of information (or lack of it) that reaches a mobile worker in the field has a direct downstream effect on service quality, customer satisfaction, and the bottom line. The stakes are significant. The U.S. mobile worker population has reached approximately 93.5 million people — nearly 60 percent of the total workforce, according to IDC. The global market for mobile workforce management software is valued at over $6 billion and growing at a CAGR of roughly 12 percent annually, reflecting just how rapidly organizations are investing to close the gap between what their mobile teams need and what legacy systems can provide. (Source: The Business Research Company, 2025) This guide sets out the best practices that distinguish high-performing mobile workforce operations from those still fighting the same operational fires quarter after quarter. It is written for operations leaders, IT decision-makers, and C-suite executives managing workforces of hundreds or thousands of mobile staff and looking for a framework that connects scheduling decisions to business results. ## 1. What Mobile Workforce Management Actually Involves Mobile workforce management (MWM) encompasses the systems, processes, and technology used to coordinate employees who work outside a fixed office, whether they're visiting patients in their homes, inspecting utility infrastructure, delivering services on-site, or performing any number of functions that require them to be in the field. It is broader than traditional field service management, which historically referred to industries like utilities, telecommunications, and heavy manufacturing, where complex equipment is serviced under long-term contracts. MWM covers a much wider landscape: healthcare delivery, home care, nonprofit services, residential contracting, diagnostics, behavioral health, training, and any operation where work happens away from a central location. ### A fully capable MWM solution encompasses: - Availability and skills-based scheduling: matching the right person to the right job based on qualifications, certifications, and patient or customer preferences - Real-time dispatch and routing: getting workers to the right location efficiently, with up-to-date job information pushed to their devices - Mobile-first worker tools: apps that give frontline staff everything they need in the field, including job details, customer history, and direct communication with coordinators - Location visibility and GPS tracking: real-time awareness of field operations across distributed teams - Compliance and documentation: digitized workflows, mobile forms, and audit-ready record-keeping - Workforce analytics: data-driven visibility into utilization, productivity, and operational performance - Integration with existing enterprise systems: CRM, EHR, payroll, and other platforms the business already relies on Each of these capabilities addresses a specific gap that emerges when organizations rely on spreadsheets, phone calls, or disconnected point tools to manage a mobile workforce. None of them operates in isolation; the operational value is in how they work together. Easterseals Bay Area ## 2. Why the Stakes Are Higher Than They Used to Be Three structural shifts have fundamentally changed what effective mobile workforce management requires and raised the cost of getting it wrong. ### 1. Customer Expectations Have Moved the Goalposts Today's customers, whether patients, homeowners, or business clients, expect more from every service interaction. They expect communication, punctuality, and prepared staff members who arrive knowing their history. A 2022 Deloitte study found that customer experience is now among the top drivers of long-term business value, and field service interactions are frequently where that experience is made or broken. Organizations managing mobile workers at scale cannot afford to treat scheduling as a logistical afterthought. The quality of a service visit, whether the right person arrived, whether they were prepared, whether they stayed on schedule, flows directly from how well the organization manages its workforce before the visit ever begins. ### 2. Workforce Composition Has Become More Complex The modern mobile workforce is rarely a simple roster of full-time employees. Most organizations manage a blend of full-time staff, part-time workers, and independent contractors, each with different availability patterns, skill sets, and compliance requirements. Scheduling this kind of dynamic workforce manually introduces compounding risk: gaps in coverage, mismatched skills, compliance violations, and worker frustration. At the same time, frontline worker retention has become a strategic priority. Research consistently shows that one of the top drivers of mobile worker dissatisfaction is poor scheduling, for example, receiving the wrong job at the wrong time with inadequate information. Investing in better workforce management is, among other things, an investment in retention. ### 3. Real-Time Operations Require Real-Time Tools When a patient cancels, an urgent referral comes in, or a technician is delayed in traffic, the entire day's schedule can shift within minutes. Organizations that rely on static scheduling systems that are rebuilt each morning and distributed on paper or email have no mechanism to absorb these changes efficiently. Cloud-based, real-time MWM platforms exist precisely to close this gap: enabling schedulers to see the live state of their workforce, make fast decisions, and push updates directly to staff members in the field. ## 3. Eight Best Practices for Mobile Workforce Management at Scale These practices are drawn from working with organizations managing hundreds to thousands of mobile staff across healthcare, field service, nonprofit, and diagnostics environments. ### 1. Centralize Scheduling Into a Single System of Record Organizations that manage scheduling across multiple disconnected systems, a spreadsheet here, a calendar tool there, phone calls to fill the gaps, have no unified view of their workforce. The first and most foundational best practice is consolidating all scheduling, availability, dispatch, and job management into a single platform. This is not simply a matter of convenience. When data is fragmented, every scheduling decision is made with incomplete information. Centralization is what makes real-time visibility, automated optimization, and accurate analytics possible. ### 2. Match People to Jobs on More Than Just Availability Availability is the minimum threshold for scheduling. High-performing operations match workers to jobs based on a richer set of criteria: skills and certifications, geographic proximity, language or cultural preferences, customer or patient history, and continuity of care where relevant. Research indicates that 59 percent of patients in healthcare settings identify the provider-patient relationship as critical to their satisfaction. Applying this same principle across service industries — matching based on relationship history and fit, not just who is free — consistently produces better customer outcomes and higher first-time resolution rates. ### 3. Build Scheduling Flexibility into Your Operational Model Static schedules built days in advance break down under the realities of field operations. Best-in-class MWM practice involves building flexibility into the scheduling model itself: maintaining buffer capacity for urgent requests, establishing clear escalation paths for last-minute changes, and using automated optimization to re-plan efficiently when disruptions occur. Organizations using intelligent scheduling automation report reductions in scheduling time of up to 48 percent, time that schedulers can redirect toward higher-value coordination work. ### 4. Give Mobile Workers the Right Information Before Every Job A significant share of service failures and repeat visits can be traced back to a single root cause: a mobile worker arrived at a job without the information they needed. Job details, customer or patient history, site access instructions, required equipment, all of this should be delivered directly to the worker's mobile device before they arrive. Mobile-first workforce apps that push job information in real time remove the dependency on phone calls, paper forms, and memory. They also enable workers to complete documentation, capture signatures, and submit field data from their devices, eliminating the administrative lag that comes with manual back-office entry. ### 5. Prioritize Real-Time Visibility Over After-the-Fact Reporting Many organizations invest in reporting tools that tell them what happened last week. What they need is visibility into what is happening right now: where their mobile workers are, how schedules are evolving, which jobs are at risk of delay, and where coverage gaps are forming. Real-time visibility is the operational difference between being reactive and being proactive. Organizations with live workforce visibility can intervene before a service failure occurs by rerouting a worker, escalating an urgent job, or alerting a customer to a delay rather than discovering problems in the post-mortem. ### 6. Integrate MWM With Your Broader Technology Stack Mobile workforce management does not operate in a vacuum. The data that flows through it (customer records, service histories, billing information, compliance documentation) must connect with the CRM, EHR, payroll, and other enterprise systems the organization relies on. Siloed MWM platforms create duplicate data entry, reconciliation errors, and visibility gaps. The best implementations integrate deeply with existing systems, particularly CRM platforms like Salesforce, so that scheduling decisions are always made with complete, current information and outcomes flow seamlessly back into the organization's systems of record. ### 7. Use Analytics to Drive Continuous Improvement High-performing mobile workforce operations treat analytics as a continuous management tool, not a quarterly exercise. Key metrics worth tracking include: utilization rates by worker and team, first-time completion rates, average travel time per job, scheduling accuracy (planned vs. actual), and customer satisfaction scores tied to specific service interactions. Organizations that invest in workforce analytics consistently identify inefficiencies that are invisible in day-to-day operations, territory imbalances, skill gaps driving repeat visits, scheduling patterns that inflate overtime costs, and address them systematically. ### 8. Invest in Worker Experience, Not Just Operational Efficiency The organizations with the most effective mobile workforce operations share a common orientation: they treat technology investment as something that benefits their frontline staff, not just management. Workers who receive the right information, have clear schedules, can communicate easily with coordinators, and aren't burdened by paper processes are more productive, more satisfied, and less likely to leave. Mobile workforce management technology should be evaluated not only on what it enables for schedulers and operations leaders, but on what it enables for the people doing the work. ## 4. Choosing the Right MWM Platform The market for MWM software is well-developed and growing rapidly. Evaluating platforms effectively requires looking beyond feature checklists to assess how well a solution handles the specific complexity of your operation. ### Key Evaluation Criteria - Scale and configurability: Can it handle the size of your workforce without requiring extensive custom development? Does it adapt to your workflows, or do your workflows have to adapt to it? - Mobile-first design: Is the worker-facing app genuinely intuitive? Adoption depends on it. Look for platforms with consumer-grade mobile interfaces that require minimal training. - Real-time capability: Does the platform operate in real time, or does it sync on a delay? For dynamic field operations, latency matters. - Integration depth: How deeply does it integrate with your existing enterprise systems? Shallow integrations that require manual reconciliation create more work, not less. - Compliance support: Depending on your industry, HIPAA compliance, NDIS requirements, labor law adherence, and audit-ready documentation may be non-negotiable. - Analytics and reporting: Does the platform surface actionable operational insights, or does it just log activity data? - Vendor partnership: For enterprise deployments, the quality of implementation support and ongoing partnership matters as much as the product itself. Skedulo works with organizations managing hundreds to thousands of mobile workers across healthcare, field service, nonprofit, and diagnostics sectors. Customers report a 48 percent reduction in scheduling time, a 28 percent increase in operational visibility, and a 21 percent increase in staff productivity after implementation. What is Skedulo? ## 5. Frequently Asked Questions ## See Skedulo in action --- --- url: "https://www.skedulo.com/what-is-mobile-workforce-management-2/" type: "page" title: "What is Mobile Workforce Management?" --- # What is Mobile Workforce Management? _A COMPREHENSIVE GUIDE FOR OPERATIONS LEADERS_ ## What is Mobile Workforce Management? A clear, expert-level foundation on mobile workforce management — what it is, why it matters, what good MWM software does, and how to choose the right platform for your field operations. ## Introduction Today's mobile workforce — employees who deliver service in the field, typically on-site with a customer — has grown dramatically in both scale and complexity. According to research by Emergence Capital, approximately 80% of the global workforce is deskless, working in sectors like healthcare, utilities, field service, construction, and logistics. Yet despite their economic significance, mobile workers have historically been underserved by enterprise software built around the desk-based office model. Mobile workforce management (MWM) refers to the tools and processes used to support and empower mobile workers as they perform their jobs. While each workforce is different, the end goal of mobile workforce management remains the same: to improve the productivity, efficiency, and satisfaction of mobile workers. Effective mobile workforce management uses streamlined workflows and modern technologies to schedule, monitor, track, and analyze the performance of mobile teams as they deliver services and support to customers. This guide explains what MWM is, why it matters, what good MWM software looks like, and how organizations can use it to build a measurable operational advantage. It is written for operations managers, heads of field service, and business leaders who want a clear, expert-level foundation before evaluating solutions. ## 1. Defining Mobile Workforce Management Mobile Workforce Management (MWM) refers to the integrated set of technologies and operational practices used to recruit, schedule, deploy, communicate with, track, and measure employees who work outside a fixed office or facility. The distinction from general workforce management is important. Standard workforce management tools such as HR platforms, payroll systems, and time-and-attendance software were designed with fixed-location employees in mind. MWM extends those concepts into dynamic, unpredictable, geographically distributed environments where workers are constantly in motion, customer sites vary, conditions change without notice, and connectivity may be intermittent. ### The Three Pillars of MWM Effective MWM rests on three operational pillars that must work in concert: ### Scheduling and Dispatch Getting the right person, with the right skills and equipment, to the right location at the right time. This involves matching worker capabilities to job requirements, optimizing routes, and dynamically adjusting to changes like cancellations, new work orders, or traffic disruptions. ### Communication and Collaboration Maintaining a continuous, two-way information flow between field workers and back-office teams. This includes real-time status updates, access to job-relevant data, escalation pathways, and customer-facing communication about arrival windows. ### Measurement and Optimization Capturing operational data from the field and turning it into actionable insight. Metrics like job completion rates, first-time fix rates, travel time ratios, and customer satisfaction scores allow managers to continuously improve service quality and resource allocation. Skedulo Perspective Learn about the ROI of mobile workforce management, or request a demo today. ## 2. Who Are Mobile Workers? The term 'mobile workforce' encompasses a remarkably broad spectrum of roles. Understanding the diversity within this category is important because different worker types have very different MWM requirements. ### By Industry or Business Need - Healthcare — home health aides, community nurses, paramedics, therapy providers, NDIS support workers - Public Sector — social workers, building inspectors, environmental health officers - Field Service — technicians installing, repairing, or maintaining equipment (HVAC, utilities, industrial machinery) - Residential Services — plumbers, electricians, cleaners, pest control technicians, landscapers - Real Estate — property inspectors, appraisers, leasing agents conducting viewings - Energy & Utilities — meter readers, grid inspectors, solar installation crews - Nonprofit — community outreach specialists, field researchers, disaster relief workers, volunteers - Telecommunications — equipment installers/repairers, line installers, field technicians, headend technicians ### By Employment Type A growing organizational reality is the blended workforce: a mix of full-time employees, part-time staff, gig workers, and independent contractors all operating under the same operational umbrella. Managing this complexity requires MWM software capable of handling different pay structures, certification requirements, availability patterns, and compliance rules within a single system. ## 3. Six Reasons Why MWM Matters Mobile workforce management is not a nice-to-have. For any organization that generates revenue through field-based service delivery, it is a core operational competency. Here is what the evidence shows. ### 1. Increased Productivity and Utilization Without structured MWM, field workers frequently face avoidable downtime: waiting for updated job information, navigating manually-built schedules, or spending excessive time travelling between poorly sequenced appointments. Intelligent scheduling and dispatch tools can reduce non-productive travel time by 15–25% and increase the number of jobs completed per technician per day by a meaningful margin. Crucially, productivity gains compound. A technician who completes one additional job per day generates significant incremental revenue over a year without adding headcount. ### 2. Improved Operational Visibility A manager running a mobile team without real-time visibility is essentially operating blind. They cannot tell which jobs are on track, which technicians are ahead or behind schedule, or where capacity gaps will emerge tomorrow. MWM platforms solve this with live dashboards, GPS location tracking, job status updates, and alerting logic that flags exceptions before they become customer escalations. This visibility also enables better capacity planning. By analyzing historical job data, managers can anticipate demand patterns and staff accordingly rather than reacting to gaps after they materialize. ### 3. Enhanced Customer Experience Field service is a moment of truth for customer relationships. The technician who arrives at a customer's home or business becomes the face of your brand. Research by Deloitte suggests that customers who have an excellent service experience are likely to spend significantly more over their lifetime than those who receive poor service. MWM improves the customer experience at multiple touchpoints: accurate arrival time estimates, proactive notifications when engineers are en route, field workers who arrive with full context about the customer's history and problem, and faster resolution because the right tools and parts were pre-assigned to the job. ### 4. Reduced Operational Costs Cost reduction through MWM comes from several vectors simultaneously: lower fuel consumption through route optimization, reduced overtime by balancing workloads more equitably, fewer repeat visits caused by mismatched skills or missing parts (a key driver of field service cost is the expensive second visit), and reduced administrative overhead when scheduling automation replaces manual coordination. ### 5. Improved Worker Satisfaction and Retention Field worker turnover is a high and underappreciated cost for many organizations. The cost of replacing a skilled technician, from recruiting and training to the productivity loss during ramp-up, can easily exceed a year's salary. Poor scheduling is one of the most common sources of field worker dissatisfaction: chaotic last-minute changes, inequitable job distribution, and insufficient information to do the job properly. Good MWM addresses all of these directly, contributing to higher engagement and lower voluntary attrition. ### 6. Benefits for IT Teams MWM also offers compelling IT team benefits: centralized access to key data, improved data privacy and security for mobile workforces, compliant field operations from any device, and easier development and deployment of custom solutions on top of a unified platform. BB Imaging customer case study ## 4. What Does MWM Software Do? MWM software is the technological backbone that makes the operational discipline of mobile workforce management scalable and practical. Modern platforms integrate a range of capabilities that previously required disparate tools or even spreadsheets and phone calls. #### Scheduling and Dispatch The scheduling engine is typically the centrepiece of any MWM platform. Capabilities range from basic calendar-style scheduling to AI-powered automated dispatch that considers dozens of variables simultaneously: worker skills and certifications, location, current schedule, travel time estimates, job priority, customer preferences, and regulatory constraints. Advanced systems offer optimized scheduling, which does not merely find a valid assignment but also the best assignment according to defined business rules. The difference between a valid schedule and an optimized one can translate to high cost and service quality differences at scale. #### Mobile Worker App The field worker's interface is arguably the most critical UX surface in the entire stack. If field workers find their app difficult or slow, adoption collapses, and the value of the back-end platform is lost. A well-designed mobile app provides workers with their daily schedule, turn-by-turn navigation, job-specific instructions and checklists, access to customer history and site notes, the ability to capture photos and signatures, and a direct communication channel back to the office — all in a low-friction interface that works reliably even with intermittent connectivity. #### Real-Time Communication Dynamic messaging tools allow schedulers, managers, and field workers to communicate about schedule changes, job updates, and escalations without reverting to phone calls that interrupt everyone involved. Structured communication within the platform also creates a searchable audit trail, which is important for dispute resolution, compliance, and quality review. #### Tracking and Location GPS tracking enables accurate ETAs for customers, confirms job start and finish times, and supports billing integrity by verifying that service was delivered at the correct location. It also enables safety monitoring, critical in sectors like lone worker healthcare or utilities, where workers may be in isolated or hazardous environments. #### Analytics and Reporting The data captured by an MWM platform, such as job times, travel distances, completion rates, customer feedback, and technician performance, represents a rich operational dataset. Analytics layers transform this raw data into KPI dashboards, trend analysis, and actionable recommendations that drive continuous improvement. #### Integration with CRM and ERP Systems MWM platforms do not operate in isolation. They need to exchange data bidirectionally with CRM systems (customer and job history), ERP systems (inventory, parts, billing), HR platforms (worker profiles, certifications, availability), and increasingly, IoT systems (condition-based maintenance triggers from connected assets). The quality and depth of a platform's integration architecture are often a critical differentiator when evaluating MWM solutions, particularly for enterprise organizations with complex existing tech stacks. Skedulo Lens offers the technical framework to connect the Skedulo platform or its components to your systems of record or proprietary apps. ## 5. MWM vs. Field Service Management These two terms are frequently used interchangeably, but the distinction carries practical operational implications. In practice, many organizations need elements of both. When evaluating software, look carefully at where the platform's design centre of gravity sits and whether it accommodates the nuances of your specific worker types and workflows. What is Skedulo? ## 6. Trends and Challenges Shaping MWM Today ### AI-Powered Scheduling Optimization The shift from rule-based to AI-driven scheduling represents one of the most significant technological transitions in the MWM space. Legacy scheduling tools operate on simple decision trees: 'assign the nearest available worker with the required skill.' AI-powered optimization engines take a fundamentally different approach, treating scheduling as a large-scale combinatorial problem and solving it continuously in real time. The practical implication is that AI scheduling does not just handle the expected; it also proactively adapts to the unexpected. When a technician calls in sick, an urgent job arrives, or traffic disrupts a route, the system recalculates the entire day's schedule across all workers simultaneously, rather than requiring a human scheduler to manually rebuild it. ### The Rise of the Blended Workforce Organizations are increasingly operating with a mix of employment types (permanent staff, part-time workers, and independent contractors), often simultaneously. This heterogeneity creates significant complexity for legacy scheduling tools that were designed assuming homogeneous, full-time workforces. Modern MWM platforms must handle differential pay rates, varying certifications, different regulatory requirements by worker type, and dynamic availability windows. ### Elevated Customer Expectations Consumer expectations, shaped by the on-demand economy, have raised the bar significantly for field service organizations. Customers now expect accurate same-day arrival windows (not four-hour blocks), proactive communication when plans change, and field workers who arrive with full knowledge of their history and problem. Organizations that cannot deliver this experience are increasingly at a competitive disadvantage, not just relative to direct competitors, but relative to the 'best experience' the customer has received from any service provider. ### Compliance and Lone Worker Safety Regulatory compliance is a growing priority for MWM in several sectors. In healthcare, workers may need specific certifications matched to patient care needs. In utilities and construction, lone worker safety regulations require check-in protocols and emergency escalation pathways. In NDIS and aged care, funding models require precise time-and-attendance records aligned to service agreements. MWM platforms that build compliance management into the scheduling and dispatch layer, rather than treating it as an afterthought, significantly reduce the administrative burden on managers and the risk of non-compliance at audit. ### Integration with IoT and Predictive Maintenance In asset-heavy sectors, mobile workforces are increasingly being dispatched not in response to reported failures, but in response to predictive signals from connected equipment. IoT sensors monitor asset health continuously and trigger work orders automatically when conditions suggest impending failure. MWM platforms that can receive and process these triggers and feed them into the scheduling engine enable a shift from reactive to predictive service models, reducing costly emergency dispatches. ### Data-Driven Operations The volume of operational data generated by a mobile workforce, such as location traces, job durations, completion rates, customer feedback, and parts usage, is enormous. Organizations that build analytics capabilities on top of this data can identify performance patterns, predict demand, optimize territory design, and continuously improve service quality. Those that do not are leaving significant operational intelligence unused. ## 7. How to Choose the Right MWM Solution Choosing a mobile workforce management platform is a significant operational decision. The wrong choice — or a poorly implemented right choice — can cost more in disruption than it saves in efficiency. Here is a structured approach to making the decision well. ### Map Your Operational Requirements Before looking at any vendor, document your current state: how many field workers you have, what types of jobs they perform, what systems they currently use, where the biggest pain points are, and what outcomes you are trying to improve. This requirements map will guide vendor conversations and prevent you from being dazzled by features you do not need. ### Identify Must-Have vs. Nice-to-Have Not every MWM capability is equally critical for your organization. Some are essential from day one; others are useful but can be phased in. Distinguishing between these categories will help you avoid over-engineering your initial implementation and ensure faster time-to-value. ### Evaluate Integration Architecture A MWM platform that does not connect seamlessly to your existing tech stack will create data silos rather than eliminating them. Before committing to a vendor, map every system that needs to exchange data with the MWM platform and verify that the integrations are pre-built, well-documented, and actively maintained and not just theoretically possible through a generic API. ### Pilot Before You Scale The best way to evaluate a MWM platform is to run it in production with a representative subset of your workforce for a defined period, typically four to six weeks. A pilot surfaces integration issues, user experience problems, and configuration gaps that are invisible during a demo. It also gives field workers and schedulers a voice in the selection process, which significantly improves adoption when you roll it out more broadly. ### Plan for Change Management Technology is only half the challenge. Field workers who are accustomed to receiving paper schedules or using a basic mobile app will need training, communication, and support to adopt a new platform. The organizations that achieve the fastest and most complete ROI from MWM are those that invest in change management as heavily as in technology implementation, treating field worker buy-in as a project deliverable, not an afterthought. ### Software to Help Manage Your Mobile Workforce As the mobile workforce evolves, organizations must provide the proper tools to help their deskless workers succeed. A modern mobile workforce management solution can collect and analyze key data, streamline communication, automate scheduling, and arm mobile workers with the resources needed to exceed customer expectations. Skedulo's mobile workforce management solution offers deep insights and analytics, real-time communication and scheduling, and a mobile-first approach to boost your mobile workers' efficiency and productivity. Learn more about how to choose the right solution for your business, or book a demo to see how Skedulo's mobile workforce management software can help your teams succeed. ## 8. Frequently Asked Questions Receive answers to issues that operations leaders most frequently raise when either exploring MWM for the first time or considering a platform change. ## See Skedulo in action --- --- url: "https://www.skedulo.com/scheduling/scheduling-trends/" type: "page" title: "The Hardest Part of Frontline Workforce Scheduling Isn't Building the Schedule" description: "The primary operational challenge is not building the initial schedule — it is managing the volatility that occurs after it goes live." --- # The Hardest Part of Frontline Workforce Scheduling Isn't Building the Schedule --- --- url: "https://www.skedulo.com/scheduling/smart-scheduling-frontline-workers/" type: "page" title: "What Smart Scheduling Really Means for Frontline Workforces" description: "Platforms that learn from execution will define the future of mobile workforce management. What smart scheduling really means for frontline workforces." --- # What Smart Scheduling Really Means for Frontline Workforces --- --- url: "https://www.skedulo.com/skedulo-for-the-community/" type: "page" title: "Our Community" description: "We care for our community. We want to make an impact in the place we work and live in. See how our team is making a difference one step at a time." lastmod: "2019-08-28" --- # Our Community _Skedulo Love_ ## Our Community We care for our community. We want to make an impact in the place we work and live in. See how our team is making a difference one step at a time. _San Francisco, CA_ ## Tech Girls Movement Foundation ##### August 12, 2019 Skedulo San Francisco recently hosted some of the winners of the Tech Girls Movement Foundation 2018 Women in Digital Educational Leadership Award. The group of 11 girls traveled from Australia to pitch demos of their award-winning apps to tech companies throughout the Bay Area, including a panel of female leaders at Skedulo. After their presentations, we celebrated their success with a pizza party. We were amazed by the work they are doing to help address issues of domestic violence, mental health, and environmental sustainability back in their local communities and look forward to seeing what the Tech Girls Movement Foundation does next! _San Francisco, CA_ ## SF Marin Food Bank ##### March 3, 2019 Skedulo San Francisco team spent the afternoon with our Salesforce partner volunteering in the warehouse at the SF Marin Food Bank where projects typically involve sorting fresh produce, packaging bulk foods, assembling grocery boxes for seniors, and sorting donations from food drives. Together we portioned out 1,960 pounds of frozen peas into individual one pound bags that will go to feed the 1 in 4 individuals in The Bay Area that are struggling with hunger. _Brisbane, Australia_ ## FUEL Industry Ignite Partner Program ##### February 22, 2019 Skedulo is partnered with the **FUEL Industry Ignite Partner Program** aimed at connecting Secondary School-aged girls with women across a variety of industries in order to motivate, inspire, and drive them to build their confidence and assist them reaching their full potential. As part of this program, Skedulo opened it's doors to a Parent & Daughter breakfast where the girls can connect with the Women at Skedulo so they can gain better insight into the Tech Industry and learn about all the different possible career paths in Tech. _Ho Chi Minh, Vietnam_ ## Huynh Đệ Như Nghĩak ##### May 19, 2018 Skedulo Vietnam team volunteered their time and efforts to assist those in need in the city of Ho Chi Minh. The team arrived at Huynh Đệ Như Nghĩa; sister Dung welcomed the team to the shelter that supports those with vision impairments in Vietnam. With the support and effort from this shelter, these children are able... _San Francisco, CA_ ## Fort Mason Clean Up ##### September 7, 2017 Fort Mason, a historic landmark that served as a crucial Army post in World War II, is now a popular public destination for the San Francisco community. The Skedulo team in San Francisco spent the day removing litter, assembling sand bags, and preparing the trails for the upcoming rain storm. --- --- url: "https://www.skedulo.com/skedulo-services/" type: "page" title: "Skedulo Services" description: "Skedulo’s Customer Success experts help your business transform the way you manage mobile workers. Learn how to get the most from Skedulo’s Deskless Productivity Cloud." lastmod: "2021-01-21" --- # Skedulo Services ## Skedulo Services Support your business with Skedulo’s skilled and passionate Customer Success team as you transform how you manage your mobile workforce. Drive more value from Skedulo’s powerful and flexible mobile workforce management platform with the support of a world-class Customer Success operation. ### Knowledgeable Gain deep knowledge about Skedulo’s Deskless Productivity Cloud platform, best practices, and industry use-cases. ### Responsive Receive prompt attention and responses to your questions, challenges, and victories. ### Supportive Get guidance and support throughout training, adoption, and ongoing use so your organization remains competitive. ### Proven Benefit from our seasoned team that has implemented Skedulo efficiently into the tech stacks of more than 150 customers. ## Deskless Productivity Cloud Consulting & Implementation Services Skedulo’s proven methodologies ensure you have a successful implementation and [seamless tech stack](https://www.skedulo.com/blog/7-things-your-tech-stack-needs-to-manage-your-mobile-workers/) to support your business objectives. Working with your leadership, subject matter experts, and end-users, Skedulo’s team will scope, design, and execute a solution strategy that solves the real problems your business faces and maps to your requirements. Skedulo’s Deskless Productivity Cloud architects, project managers, developers, and quality analysts support you each step of the way. ### Discover and Plan Our Skedulo experts work with your team to define a high-level solution that’s tailored to your business needs. The resulting Statement of Work (SOW) becomes the project’s detailed roadmap for success. ### Build and Test Armed with expertise in your specific needs, a Skedulo team builds your solution on Salesforce or our independent platform. We keep your team informed and the project on track with professional communication and collaboration. ### Confirm and Train We then complete the solution build with feedback from User Accepted Testing (UAT) and customer approval. Next, the Skedulo team supports you through training and change management. ### Deploy and Go Live A successful “go live” is what drives Skedulo’s passionate implementation team. After completing a carefully managed and documented process, we continue to support you through adoption. ## Ongoing Mobile Workforce Management Software Support Skedulo’s dedicated Customer Success team helps you continue to get the most value from our Deskless Productivity Cloud platform after you go live. After a careful handoff from your implementation team, your customer success manager guides you through optimizing your [mobile workforce management](https://www.skedulo.com/resources/the-roi-of-mobile-workforce-management-solutions/) software with Skedulo. - Communication and training on new features - Best practices for your Skedulo instance - Thought leadership relevant to your use case - Account management with regular customer health checks - Escalation for Technical Support - Marketing and other partnership opportunities with Skedulo ## Support for Every Skedulo Deskless Productivity Cloud Customer Support is included with every Skedulo license purchase, with clearly defined response times for requests. Additional support packages are available for every level of need. Every Skedulo customer has 24/7 access to the online Support Portal where you can submit tickets and search the knowledge base for fast and simple access to the answers you need. The Portal offers downloadable resources and training guides as well as explanatory videos of product features. Learn more about our support package. ## Resources to support you along the way ### Top Tips for Implementing a Mobile Workforce Management Solution You know you need to implement a technical solution to improve your mobile workforce management, BUT you don't know where to begin? We have you covered with our latest webinar 'Top Tips to Implementing a Mobile Workforce Management Solutions'. ### Interoperability and the Modern Healthcare Tech Stack Learn about interoperability and how interoperable health systems can produce better care and better patient outcomes. ### How to Make the Customer Experience a Competitive Advantage Learn how to manage your mobile workforce effectively to make the customer experience an advantage for your business. ## Ready to make your entire team more effective? Book a personal demo. --- --- url: "https://www.skedulo.com/solutions/deskless-workers/" type: "page" title: "Helping deskless workers, well, work" description: "Whether they’re juggling work across multiple locations, trying to anticipate the needs of customers, or simply planning the work day Skedulo helps deskless workers work." --- # Helping deskless workers, well, work _SKEDULO FOR DESKLESS WORKERS_ ## Helping deskless workers, well, work Whether they’re juggling work across multiple locations, trying to anticipate the needs of customers, or simply planning the work day, life as a deskless worker is tough. Skedulo helps deskless workers, well, work. ## Support mobile workers with the Skedulo app Scheduling teams gain real-time visibility into the status of field operations while mobile workers gain a mobile app to simplify work. - Arm workers with schedules and all details required to deliver a quality customer experience - Help workers navigate with optimized routes and integration with Google Maps, Apple Maps, Waze, Uber, and Lyft - Empower workers to document work with photos, notes, and signature capture ## Know where and when work is done Real-time location data and simplified time tracking makes mobile teams more efficient and gives the central office visibility into work in the field. - Understand _who_ on your team is _where_ and _what_ they are working on - Allow workers to check in and out of jobs with a single button, eliminating manual timesheet work and errors - Track the progress of individual jobs throughout the day to understand job status, worker trends, and team output ## Provide, capture, and sync data live from the field The Skedulo mobile app improves work by providing, capturing, and synchronizing job-related data in the field. - Provide critical data to deskless workers with details including task checklists, customer preferences, and custom instructions - Make it simple for workers to capture data with custom forms, photo uploads, and embedded e-signature capabilities - No connection, no problem - job details are still available for mobile workers and data they capture will sync automatically when connectivity is restored Learn how the American Red Cross used Skedulo to unify their data from disparate systems to improve efficiencies and reduce the costs of managing their mobile trainers. Learn how Skedulo’s high capacity scheduling solution enables BioReference Laboratories to rapidly scale coronavirus testing in the midst of the COVID-19 crisis. Learn how Sunrun, the U.S.' leading home solar and battery company, uses Skedulo to consolidate data, schedule, analyze, and optimize across its retail locations to roll out solar technology across the country. ## Ready to simplify work for your deskless workers? See how Skedulo can help your team level up and work smarter. --- --- url: "https://www.skedulo.com/product/tempo/" type: "page" title: "Skedulo Tempo" description: "Skedulo Tempo — intelligent scheduling that keeps every shift on beat." --- # Skedulo Tempo _COMING SOON_ ## Skedulo Tempo A new tempo for deskless scheduling. Be first in line when it launches. --- --- url: "https://www.skedulo.com/thank-you-demo-success/" type: "page" title: "Thank you for your demo request" lastmod: "2023-08-10" noindex: "true" --- # Thank you for your demo request ## Thank you for your demo request A member of our account development team will reach out to you in the next 24 hours to discuss your business goals and objectives, and schedule a customized demonstration. ## Here's a little more about Skedulo Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 70 million appointments worldwide. Skedulo has secured over $115 million in funding to date, led by Softbank, Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. 4.1 star rating Leader in Field Service Management Leader in Workforce Management [View the embedded content](https://www.g2.com/products/skedulo/testimonials/19576.embed) [Skedulo reviews sourced by G2](https://www.g2.com/products/skedulo/reviews?utm_campaign=testimonials_embed&utm_medium=testimonials&utm_source=Skedulo) --- --- url: "https://www.skedulo.com/thank-you-demo-success-scheduled/" type: "page" title: "Thank you for scheduling your call!" lastmod: "2024-12-03" noindex: "true" --- # Thank you for scheduling your call! ## Your call is booked We're looking forward to hearing about your operation. To change the time, use the rescheduling link in your calendar invitation or email the Skedulo representative copied on it. ## About Skedulo Skedulo supports the people who work in the field, at customer locations and on shift. Our Pulse Platform connects workforce information, scheduling and frontline operations. Organizations including the American Red Cross, DHL and Sunrun use Skedulo to schedule and support their frontline teams. Skedulo has supported over 70 million appointments worldwide. Skedulo has secured over $115 million in funding to date, led by Softbank, Microsoft's venture firm M12, Costanoa Ventures, and Blackbird. 4.1 star rating Leader in Field Service Management Leader in Workforce Management [View the embedded content](https://www.g2.com/products/skedulo/testimonials/19576.embed) [Skedulo reviews sourced by G2](https://www.g2.com/products/skedulo/reviews?utm_campaign=testimonials_embed&utm_medium=testimonials&utm_source=Skedulo) --- --- url: "https://www.skedulo.com/the-evolution-of-field-service-management-going-beyond-break-fix-use-cases/" type: "page" title: "The Evolution of Field Service Management" --- # The Evolution of Field Service Management ## The Evolution of Field Service Management Going Beyond Break/Fix Use Cases **[The Evolution of Field Service Management: Going Beyond Break/Fix Use Cases](https://www.skedulo.com//www.slideshare.net/Skedulo/2018-dreamforce-evolution-of-field-service) ** from [**Skedulo**](https://www.slideshare.net/Skedulo) ### Description: The field service landscape is changing as quickly as the technology that powers it. Basic metrics like employee utilization, first-time fix rates and windshield time were the main focus for field service providers in the past, but no more. Now, managers rightfully expect the software they use to help them meet far more complex business objectives and processes. At the same time, most field service management (FSM) technology is still designed for traditional break/fix use cases, despite the fact that field service technicians only account for approximately 10% of mobile workers in the U.S. Operations and field service leaders will learn how modern FSM technology has evolved to go beyond the traditional break/fix or maintenance uses cases to reduce costs while increasing customer and employee satisfaction. ### Speaker: ##### David Benoit **President & General Manager** **ServiceMaster Clean Vancouver** David Benoit is the owner and general manager of ServiceMaster Clean Vancouver for over twenty years. The licensed company is a premier provider of residential and strata cleaning in the Metro Vancouver region. ServiceMaster Clean Vancouver has grown over the last twenty years from under ten employees to over eighty, supported by over twenty-five service vehicles. During this growth, the company has leveraged its use of technology to deliver its field service, and presently deliver over a thousand field service appointments a month. --- --- url: "https://www.skedulo.com/vaccination-scheduling-software/" type: "page" title: "COVID-19 Vaccination Scheduling & Administration software" description: "Skedulo's vaccination scheduling and administration software allows public health and private organizations to better manage scheduling of vaccinations and booster shots on a large scale, safely." lastmod: "2021-11-11" --- # COVID-19 Vaccination Scheduling & Administration software _Safely reopening the world on schedule_ ## COVID-19 Vaccination Scheduling & Administration software Skedulo's appointment booking software enables public and private health organizations, including pharmacies, to manage the complexities associated with vaccination or immunization scheduling, as well as multiple doses/booster shots and concurrent scheduling. ## Efficiently manage vaccination administration, including booster shots, appointment schedules, and vaccination or immunization sites With fast, no-contact scheduling and easy appointment booking for high capacity, Skedulo can be deployed rapidly at a county, state, or national level to allow for the safe reopening of economies. ### Validate Vaccination eligibility ### Control & triage lines/queues, overbooking and arrival times ### Schedule appointments at nearby locations based on site capacity (including available Vaccine doses) ### Keep recipients and staff safe with no-contact patient check-in _LARGE SCALE PUBLIC HEALTH SCHEDULING_ ## Enable multi-site vaccination appointment scheduling and self-scheduling High-volume vaccine or immunization sites are prone to long wait times and disorganization. Skedulo’s self-service scheduling interface streamlines operations [ streamlines operations](https://www.skedulo.com/blog/benefits-of-vaccine-scheduling-software/) for vaccine recipients based on location and vaccine availability. Scheduling time windows that are matched to demand make it easier to plan and manage site throughput and capacity at the local level. _Analyze vaccine administration site capacity and customer demand_ ## Gain access to key data insights across multiple vaccination centers Access critical data points, including metrics on appointments executed, upcoming appointment count, and more to drive strategic decisions. Download the data directly to manipulate in your own business intelligence reporting suite or partner with Skedulo or your System Integrator to build custom reporting capabilities. _Ensure Vaccine Eligibility_ ## Validate patient information in advance of scheduling Skedulo’s software offers an option for a configurable survey, which ensures that patients are being appropriately screened prior to scheduling the appointment. _Automated communication_ ## Provide crystal clear appointment details, reminders and instructions Patients can review appointment details and schedule a follow-up appointment for the second dose, if needed. Skedulo’s intelligent engine includes logic to ensure the correct waiting period between appointments. _Operating Safety & Check-in_ ## Ensure fast and safe vaccine recipient check-in On-site mobile check-in processes ensure staff safety and efficiency by monitoring accuracy of arrival time and tracking. Properly adhere to physical distancing protocol during check-in operations by referencing contactless entry and barcode scanning. ## Developed in partnership with Salesforce ## Learn more about high capacity scheduling from Skedulo --- --- url: "https://www.skedulo.com/webinar-skedulo-roadmap-deskless-productivity-in-2022-and-beyond/" type: "page" title: "Skedulo Roadmap: Deskless Productivity in 2022 and beyond" description: "Skedulo Roadmap: Deskless Productivity in 2022 and beyond" lastmod: "2022-07-21" noindex: "true" --- # Skedulo Roadmap: Deskless Productivity in 2022 and beyond ## Skedulo Roadmap: Deskless Productivity in 2022 & Beyond **Details:** This recorded webinar covers Skedulo's 2022 product and customer success plans. Watch the discussion for the priorities and programs presented at that time. The 2022 session covered: - Insight into Skedulo’s Customer Success charter and what to look forward to from the Customer Success team in 2022 - Product investments discussed for scheduling, operations and mobile teams - The Customer Research Program presented in the session **Speakers:** - Michael Gleason, Director, Product Marketing - Jen Elkow, Director, Product Management - David Kohari, VP, Customer Success - Paul Ciappara, Director, Customer Insights & Product Strategy **The session also covers [product release notes](https://support.skedulo.com/hc/en-us/categories/360000116976-Release-Notes), beta programs and the [Dynamic Messaging trial](https://www.skedulo.com/thank-you/dynamic-messaging-product-early-adoption/) available at that time. Ask your customer success manager about current programs.** ## Ask about Skedulo's current roadmap Submit your business email to hear from our team. --- --- url: "https://www.skedulo.com/workforce-management/" type: "page" title: "Workforce management for teams on the move" description: "See how Skedulo simplifies managing the dynamic avaliability, cost, skills, locations, and attirbutes of your mobile workforce." lastmod: "2023-08-14" --- # Workforce management for teams on the move _WORKFORCE MANAGEMENT_ ## Workforce management for teams on the move See how Skedulo simplifies managing the dynamic availability, cost, skills, locations, and attributes of your mobile workforce. ### Manage mobile workers’ availability & capacity One system to make mobile workforce management simpler and more efficient ### Measure the impact of worker utilization and cost Make intelligent business decisions that maximize workforce efficiency ### Manage the skills your business needs Ensure you have the optimal set of skills and capabilities to complete work correctly ### Maintain one system for all mobile workers Manage all your workers—full-time, part-time, contract, or a mix—and their key data ## Workforce management designed for mobile resources ### Everything in one place See how operations are streamlined when everything you need to know—who, what, where, and when—are managed in one seamless system. ### Visually manage your workforce Skedulo’s clean and intuitive UI makes managing your workforce data—like certifications, locations, utilization, and work history—simpler than ever. ### Connect to any system of record With native solutions that integrate seamlessly with Salesforce and ServiceNow, plus Lens API to sync to any system you need, there is never a gap between your system of record and your workforce management. _AVAILABILITY MANAGEMENT_ ## Manage availability of employees and contractors Quickly and easily see who is available and when—whether your resources are full-time, part-time, contractors or all of the above—to improve scheduling and [workforce planning](https://www.skedulo.com/blog/3-tips-to-maximize-your-mobile-workforce/). Easily incorporate time off and other constraints so availability is always up to date. _SKILLS & ATTRIBUTES_ ## Maintain skills, certifications, and resource attributes Associate skills, certifications (including expiration dates), and other attributes to your resources, then easily narrow available individuals or teams through filters or automated logic to find the best qualified person to deliver work. _Locations & Travel_ ## Accurate travel and location tracking Powerful location tracking and mapping shows where jobs and workers are right now and the routes that will connect them. Map and visualize past, current, and future work locations and optimal routes. Create jobs and dispatch resources directly from the map. _ANALYZE AND PLAN_ ## Track, analyze, and plan to improve key service metrics Analyze workforce capacity, utilization, distribution, travel, and more. Anticipate roadblocks or shortfalls in resource availability so appointments are never missed. Plan with greater confidence and accuracy thanks to clean and centralized data. ## Resources to support you along the way ### The Buyer's Guide to Mobile Workforce Management The purpose of this guide is to help you better understand the tools that are available to solve your mobile workforce management challenges. In this guide, you will learn what is critical for overseeing enterprise-class deskless worker management, scheduling and job matching, and mobile work execution. ### Home Healthcare Scheduling Checklist Looking for a new way to schedule in-home healthcare providers? Use this checklist while you search to find the best healthcare scheduling tool for you. ### 451 Research - WorkOps: A primer on the new way of working 451 Research ## Ready to make your entire team more effective?