The Top Five Features to Look for When Purchasing a Crew Scheduling Software

The Top Five Features to Look for When Purchasing a Crew Scheduling Software

If you want to improve your field services management, crew scheduling software is the way. However, finding a solution that fits your needs and budget is crucial without sacrificing quality or utility. Good scheduling software will make it easy to plan your schedule and alert you when someone isn’t available or has gotten stuck in traffic so you can find a replacement. Here are the top five features that every field service management software should have.

1.   Ability to Connect Every Job to a Customer

A reliable Crew Scheduling Software should be able to connect every job to a customer. If there is no apparent connection between jobs and customers, it is difficult for the scheduler to know how many people need scheduling on each shift. Customers can also benefit from this feature as they can make requests through the software and connect them with open shifts that match their demands. It helps you manage your business by assigning tasks and employees to specific projects, which means you maximize efficiency in all aspects of your business operations.

The system will even generate reports based on your staff’s availability so that when things come up, you’ll always know who is available for overtime or filling in for another employee if necessary. You can also manage customers’ lifecycle processes – meaning you can monitor their trends when deciding, purchasing, or using your services. That way, you can react quickly to their needs, expectations, and requirements changes.

2.   Ability to Schedule by Day, Week, or Month

One of the essential features to consider when purchasing a crew scheduling software is the ability to schedule by day, week, or month. That will allow you to create a schedule that fits your needs and ensures that your employees are always aware of their shifts. The more sophisticated the program, the more advanced this feature will be. The flexibility in scheduling can save you time and money because it can decrease absenteeism.

Another advantage is that it can eliminate costly overtime, which means higher profit margins. With a flexible scheduling system, you can upscale or downscale the staff efficiently by moving them up or down based on business trends. You may also need to adjust staffing due to unexpected customer surges, so being able to easily make those changes will help keep your company running smoothly.

3.   A Dispatch Board That Provides Real-Time Updates

A dispatch board is the nerve center of any transportation operation. All the information about your drivers, vehicles, and shipments comes together here. A good dispatch board will provide real-time updates on the status of your shipments and drivers. That way, you can always keep tabs on what’s going on and make changes as necessary.

If you’re not careful, you could end up with an idle vehicle or one with too many hours in it. That’s why it’s essential to have access to real-time data about your fleet to avoid these problems. You’ll also want to consider whether the software has visibility into historical data – if it does, this will help when making decisions like routing optimization or scheduling adjustments based on recent patterns.

4.   Mobile App for Field Techs

Field technicians are constantly moving, so your crew scheduling software must have a mobile app. That will allow technicians to update their schedules in real-time, no matter where they are. The app should be able to integrate with other systems used by field technicians like text messaging or email so that updates can be seamless and efficient.

The mobile app should sync with the crew scheduling software and share time tracking, invoicing,  expenses, job progress, etc. Hence, a mobile app is an essential feature of any field service management software worth investing in if you want to increase flexibility and seamless workflow.

5.   Repeat Customers and Jobs Feature

An excellent way to gauge whether the software is worth its price is by looking at how many customers have used it and whether they continue using it. The figures are available on the vendor’s website or through customer reviews. If the software has been around for a while and has high customer retention, that’s a good sign.

It’s also important to look at the type of jobs the crew scheduling software handles because different businesses require different solutions. For example, if you run a restaurant chain, you need something that can handle various locations with multiple shifts and job types. On the other hand, if you’re running an events company, you might get away with something simpler.


You should keep critical features in mind when choosing crew scheduling software. The software should be user-friendly and easy to navigate. Also, it should be able to track employee availability and shift preferences. Look for one that can create detailed schedules that consider all necessary factors. It would be imperative to have robust communication tools to quickly communicate changes or updates with your team. You can identify a reliable tech company specializing in building field service management software.