The challenge
Planning relied on spreadsheets, email threads and manual updates between office and field teams.
- Slow booking-to-dispatch cycle
- Frequent schedule collisions
- Limited visibility of engineer availability
Case study
Multi-site service scheduling modernisation
A North East facilities services business needed to coordinate engineers across sites without daily scheduling bottlenecks.
The approach
We redesigned scheduling flow, introduced structured job statuses, and automated planner-to-engineer handoffs.
- Single shared scheduling board
- Automated assignment and notification rules
- Role-based exception routing for urgent jobs
37%reduction in daily scheduling admin time
24%increase in first-time job completion
31%faster booking-to-dispatch turnaround
Outcome
Planning moved from reactive firefighting to predictable daily operations, with clearer ownership and faster response on priority jobs.
Related service
See how we design practical cross-system automations that teams can adopt quickly.
Related reading
Use this checklist to identify process friction before delivery begins.