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Tech Scheduling

Manage and monitor field service technician dispatching and scheduling with unprecedented efficiency.

The Autotask Dispatcher's Workshop gives you complete control of your resources schedules, from a single unified calendar. With color coded utilization metrics, and the ability to drag and drop items to quickly reprioritize, reassign, and reschedule them with the greatest of ease, maintaining optimal resource utilization at all times is now a reality.

Your dispatchers always know who is available for assignment, your technicians always know where they need to be, and you'll always be sure that your customers are being serviced in a timely manner.

Spend less time figuring out who's doing what and more time on billable activities.

  • See Every Tech's Schedule In One Place

    Service calls are color-coded for priority and can be easily scheduled, rescheduled and modified by the dispatcher. All you have to do is schedule a service call and start adding tickets to it. That service call automatically appears on the calendar of any technician assigned to those tickets.

  • Prevent Scheduling Conflicts

    Technicians can freely access their Service Desk calendar from their Home page. They're able to review their upcoming service calls, schedule non-service appointments and block out "busy time," indicating that they are unavailable for service calls for a given period of time, preventing scheduling conflicts.

  • Create Statements Of Work Effortlessly

    Once your technicians are on-site, they're able to generate statements of work listing the tickets addressed in the service call. This provides your customers (and you) with a record of who was there, what tickets were addressed, and what services were provided.

  • Map Service Call Locations With A Single Click

    Wherever a service call appears on a calendar, a "Map" link provides instant access to a Mapquest™ popup with the account location already displayed. With Autotask's Tech Scheduling and Dispatching feature, dispatchers always know where they're sending their techs and techs always know exactly where they're going.

  • See Integrated Ticket & Service Call Info

    A Service Call tab provides direct access to service call information right from the ticket itself. If the ticket has already been scheduled for a service call, you'll know when its going to take place. If service calls have already been scheduled for that account, you're able to assign the ticket to an existing service call immediately, or create a new one right from the Edit Service Desk Ticket window.

  • View Service Calls Any Way You Want

    The new Service Call search and display grid allows you to query a comprehensive service call list by account, date, status, priority or resource, offering a complete picture of service call activity for any period of time.

  • Automate Management Of Tickets Assigned To Service Calls

    Automated workflow rules can be set up to automatically assign service tickets to specific service queues. You can also use our workflow automation engine to provide notifications to your techs of their assignments.

 FEATURE COMPARISON Autotask
Pro
Schedule Your Service Calls X
Prevent Scheduling Conflicts X
Statements of Work X
Manage All Techs in One Place X
Multiple Resources on a Ticket. Now you easily schedule and assign multiple technicians to service calls that require more than one resource. And, we’ve added new resource filters and separated the selection of resource and role to give you ultimate flexibility in managing tasks and tickets. Supports notification and accountability enforcement for multiple resources too!
As a service business, your techs are your stock in trade and their time is your lifeblood. That’s why Autotask’s tech scheduling takes out all the guesswork so that you always know the right tech is assigned the right tickets at the right time. Every time.

Autotask’s unified calendar shows all your techs’ schedules (including personal appointments they’ve put into Outlook) and a list of all open tickets on a single screen. Color-coding shows you at a glance who’s schedule is light and who’s overloaded. To create a service call, just drag a ticket from the list onto the unified calendar and it’s automatically created on the tech’s own calendar.

Want to really maximize your techs’ time in the field? In Autotask you can automatically see all other open tickets for the client you just created the service call for, and then piggyback them for the tech to knock off while he’s on site – reducing truck rolls and improving efficiency.
Case Study Friendly Computer Systems Relies on Autotask to Support Managed Services Model and Drive Profits. Download