Field Service Shift Planning & Roster Management

Trusted by teams coordinating frontline work.

//Who it's for

Rosters checked against your rules before they go out.

Qualifications, working hours, rest rules and role coverage all shape who can take a shift. The schedule shows workforce managers, schedulers and workers how those checks apply.

Two workers in hairnets looking at a tablet beside a production line

Runs the operation

Workforce manager

Review required versus scheduled hours, unfilled intervals and overtime.

With Skedulo

Configure the scheduling checks and approval steps, including how overtime is reviewed.

Explore workforce leadership

Plans the work

Scheduler

Draft shifts from templates, patterns or rotations, then check gaps before publishing.

With Skedulo

Offer open shifts to eligible workers and review swaps when availability changes.

Explore scheduling and dispatch

Forklift operator moving shrink-wrapped pallet in warehouse

Does the work

Shift worker

Check shifts, locations and tasks in Skedulo Mobile, and keep your availability current.

With Skedulo

Claim open shifts or request swaps, with your organization's checks applied.

Explore frontline work

//One Roster Operation

Schedule shifts and the work inside them.

Plan fixed-location staffing, shifts for mobile teams, and roles that include both. Keep assignments connected to the relevant worker and availability information.

Fixed-location coverage

Plan site staffing around operating hours, required roles, breaks, and the coverage needed at different times.

Mobile rosters

Build shifts for mobile teams and coordinate the visits, tasks, and travel within their working hours.

Blended operations

Coordinate workers whose shifts include both site-based and mobile assignments, using shared availability and work requirements.

//Tempo

Work through coverage decisions with Tempo.

Ask Tempo about coverage, review upcoming shifts and prepare offers with your scheduling team. Available actions and approval steps depend on your setup.

Meet Tempo

Worker calls out

A worker cannot make the shift. Review who could take it and who should receive an offer.

Bridget Hanley called in sickWard B

Bridget Hanley called in sick

Sun 2 Mar · from 11:02 AM 1h 28mto act

Southbank region · Ward B, Southbank Clinic

Assigned to

You

ContextPreparing contextUpdated just now

WorkingStep 1 of 3Step 2 of 3Step 3 of 3

CompleteDone just now

Bridget HanleyResource called in sick for the rest of the day

ThinkingFinding Bridget Hanley on the Sun 2 rosterOpening an issue for her afternoon

Thought for 5s

Bridget HanleyResource is off from 11:02 AM for the rest of Sunday. I've opened an issue and I'm pulling together what that touches.

Gathering context

Context generated· 3 sources

Reading Workdayleave and hoursReading the rosterSun 2Checking contact preferencesApp message

Her Sun 2 afternoon on Ward B, 12:30 - 6:30 PM, has no one on it now. Here's how I'd cover it.

Recommended planHigh confidence

Cover Bridget's Sun 2 afternoon

What happens

1Record her unavailabilitySick/illness, from 11:02 AM

2Find alternate coverMastermind, then the Policy engine

3Notify and confirmher cover, the way they like to be reached

Edit planStart plan Started at 11:05 AM

Recording her unavailabilitySick/illness from 11:02 AM, Sun 2 Mar

Recorded Bridget HanleyResource sick/illness· from 11:02 AM

Mastermind · finding coverChecking who is free on Ward B, 12:30 - 6:30 PM

Mastermind found 3 available· Registered Nurses, Ward B

Available cover

3 found

Mastermind · Registered Nurses free on Ward B, 12:30 - 6:30 PM

A

Carol Ng24h of 38h this week Fewest hours

B

Gloria Benitez30h of 38h this week

C

Elif Kaya33h of 38h this week

Policy engine · fewest hours this weekComparing 24h, 30h and 33h against the 38h cap

Policy engine picked Carol NgResource· 24h of 38h this week

Carol Ng has the fewest hours this week, so the shift goes to her first. I'll check with you before anything leaves.

Offer Sun 2, 12:30 - 6:30 PM to Carol Ng

This texts her directly, her preferred channel, and can't be unsent.

Allow onceAlways allow shift offersDon't allow

Allowed once.

Drafting the offer to Carol

Drafted the offer· SMS to Carol Ng

Draft SMS

Staff

To

Carol Ng

Registered Nurse · Ward B

Message

Hi Carol, Ward B needs a Registered Nurse today, Sun 2 Mar, 12:30 - 6:30 PM. Can you take it? Reply YES to accept.

EditShareSendSent

Tempo → Carol NgResource · SMS11:08 AM

Hi Carol, Ward B needs a Registered Nurse today, Sun 2 Mar, 12:30 - 6:30 PM. Can you take it? Reply YES to accept.

Waiting for Carol

Carol NgResource → Tempo · SMS11:11 AM

Yes, I can take it.

Allocating Carol Ng

Allocated Carol NgResource· Sun 2, 12:30 - 6:30 PM · roster

Done. Carol has the Sun 2 afternoon, and Bridget's sick leave is recorded.

What can I help you with?

Ask Tempo anything… Bridget Han

Bridget HanleyResource called in sick for the rest of the day Ask a follow-up…Working on the plan…Ask a follow-up…

Ask

Resources

Bridget HanleyRegistered Nurse · Ward BResource

Context Comms1

Bridget Hanley evidence

Task · bridget-sick-sun2

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 11:05 AM

Cover Bridget's Sun 2 afternoon

Record her unavailabilityWorkingDone

Find alternate coverMastermindPolicy engineDone

Notify and confirmNeeds youDraftingWaiting on CarolAllocatingDone

Sun 2 afternoon

i

UncoveredFilled

Ward B · Southbank Clinic

Shift12:30 - 6:30 PM · 6h

RoleRegistered Nurse

On itBridget Hanley, off sickCarol Ng

Bridget HanleyRegistered Nurse · Ward B

Sick today

Hours this week26h of 38h

Sick leave52.5h available Workday

Preferred contactSMSPhoneApp message

ContextComms

//How it runs

From demand to attendance.

//Roster building

Coverage by role, location and hour.

Build shifts for the roles and hours your operation needs. Gaps and configured scheduling warnings are available for review before publication, with subsequent changes tracked against the schedule.

//Workforce Requirements & Scheduling Policy

Your workforce policies, applied to assignments.

Qualifications, working hours, rest requirements and role coverage all affect who can take a shift. Configure the relevant scheduling checks and approval steps for your operation, including how overtime is reviewed.

Review assignment decisions alongside the workforce requirements and scheduling rules involved.

//Mobile

The shift schedule, on Mobile.

Workers can check their shifts, locations and tasks in Mobile. Availability, offers, swaps and time tracking are available according to their role and your configured workflows.

Today's shifts, locations, roles, and expected times

Tasks, visits, work items, breaks, and handoffs inside the shift

Messages and schedule changes tied to the work

Open-shift offers, availability, swaps, and cover requests

Clock-in, clock-out, and recorded time differences

Forms, checklists, photos, notes, and signatures

Absence, lateness, hazard, or operational exception reporting

Explore Mobile App

//Completion

Scheduled hours and actual time, ready for review.

Compare scheduled and recorded time, review exceptions, and send approved records to connected payroll or workforce systems through configured integrations.

Explore Time & Attendance

Scheduled vs. recorded hours

Compare scheduled hours with recorded work, breaks, absences, and other relevant time entries.

Time exceptions

Route time differences to the appropriate reviewer with the relevant shift and worker details.

Approval workflows

Use the approval steps configured for your operation.

Connected time records

Send approved records to connected payroll, HR, or reporting systems according to the integration.

//Workers

A schedule workers can take part in.

Availability & preferences

Workers can update availability and preferences for managers to consider alongside staffing requirements.

Shift offers & swaps

Workers can respond to eligible offers or request a swap, subject to the configured scheduling checks and approvals.

Workload & rotation

Consider workload, continuity, and rotation when planning assignments.

//Analytics

Required coverage, filled shifts and actual hours.

Coverage

Required versus scheduled hours, unfilled intervals, and missing role mix.

Roster administration

Time to build, time to publish, and manual changes made after publishing.

Open-shift fill

Fill time, fill rate, audience size, and escalation.

Schedule stability

Changes after publish, callouts, and replacements.

Labor, attendance & actuals

Overtime, premiums, absence, variance, and approval cycle time.

Regal Health nurse or support worker on an in-home visit

Regal Health went from 70 to nearly 200 staff without scaling admin.

35%+

drop in administrative costs as a share of revenue, while scaling from 70 to nearly 200 staff

“Before, the level of admin work to support 70 staff was very heavy. Now, we have nearly 200 staff and the level of admin is minimal.”

David Thompson

Operations Manager, Regal Health

Read Story

Before

Heavy administration for a team of 70.
A 20-year-old model that no longer matched how the business ran.

With Skedulo

Scheduling and rostering unified for the entire field workforce of nurses and support workers.
Resource planning built around real customer requirements.

Outcome

Nearly 200 staff scheduled with minimal administration.
97% of jobs still fulfilled during a period when 48% of staff were isolating.

//Related Products

Explore tools for roster managers and workers.

//Frequently Asked Questions

Field service shift planning decides who works when for mobile teams, then fits the visits, tasks and travel inside those hours. It differs from single-site rostering because the shift and the jobs inside it have to be planned together. Skedulo plans both on one platform, including for workers whose day mixes site-based and mobile work.

The shift schedule shows who is working before jobs are allocated. When coverage changes, dispatchers can compare replacement options and offer work to an eligible audience, using the checks configured for their operation.

Yes. Skedulo plans site staffing around operating hours and required roles, builds shifts for mobile teams with the visits and travel inside them, and coordinates workers whose shifts include both. All three draw on the same worker availability, skills and requirements.

Eligible workers can receive offers, respond to open shifts, maintain availability, and request swaps or cover through the frontline experience. The workflow can apply qualification, availability, agreement, policy, overtime, and approval checks before the roster changes.

Shift Scheduling is the Skedulo product for planning shifts, applying scheduling rules and offering open work. This page focuses on operations where shifts may include visits, tasks and travel, as well as work at a fixed location.

Yes. Plan visits at different addresses within a worker's shift, accounting for travel and the available hours. If a visit runs late, review the remaining assignments before changing the plan.

Let's look at your shift requirements.

Show us the coverage you need and the policies your team works with. We'll walk through planning, shift offers and time tracking in Skedulo.

Book a Demo Explore Shift

Plan shifts around the work to get done.

Rosters checked against your rules before they go out.

Workforce manager

Scheduler

Shift worker

Schedule shifts and the work inside them.

Work through coverage decisions with Tempo.

Worker calls out

Cover Bridget's Sun 2 afternoon

What happens

What can I help you with?

Plan

Sun 2 afternoon

From demand to attendance.

Coverage by role, location and hour.

Your workforce policies, applied to assignments.

The shift schedule, on Mobile.

Scheduled hours and actual time, ready for review.

Scheduled vs. recorded hours

Time exceptions

Approval workflows

Connected time records

A schedule workers can take part in.

Required coverage, filled shifts and actual hours.

Coverage

Roster administration

Open-shift fill

Schedule stability

Labor, attendance & actuals

Regal Health went from 70 to nearly 200 staff without scaling admin.

Before

With Skedulo

Outcome

Explore tools for roster managers and workers.

Products

Industries

Use Cases

Let's look at your shift requirements.

Rosters checked against your rules before they go out.

Workforce manager

Scheduler

Shift worker

Schedule shifts and the work inside them.

From demand to attendance.

Coverage by role, location and hour.

Your workforce policies, applied to assignments.

The shift schedule, on Mobile.

Scheduled hours and actual time, ready for review.

Scheduled vs. recorded hours

Time exceptions

Approval workflows

Connected time records

A schedule workers can take part in.