Complete Visit Planning Workflow
From unscheduled requests to completed jobs - automated intelligent planning
New Request
Customer request received, awaiting planning
Route Planned
Assigned to tech with optimized route
Tech Notified
Technician has route, ready to start
On Route
Completing visits, GPS tracked
All Done
Jobs finished, time logged
Intelligent Visit Planning Features
Built specifically for field service complexity
Multi-Day Route Optimization
Plan entire week of visits in seconds. AI balances workload, minimizes backtracking, and groups nearby customers automatically.
Geographic Clustering
Automatically groups jobs by territory and proximity. Technicians stay in their zones, reducing drive time by 30%.
Time Window Management
Respect customer availability windows and technician schedules. System ensures all appointments are feasible and on-time.
Skill-Based Assignment
Match jobs to technicians with required certifications and experience. HVAC jobs go to HVAC techs, electrical to electricians.
Capacity Forecasting
See team capacity days/weeks ahead. Know when you're fully booked vs when you can accept more jobs without overloading techs.
Emergency Rescheduling
Urgent job comes in? System automatically reshuffles routes, moves lower-priority jobs, and notifies affected customers instantly.
Manual Planning vs AI-Powered Planning
See the difference intelligent automation makes
Manual Planning
- ✗2-3 hours daily spent creating routes
- ✗Technicians drive 30-40% more miles
- ✗Uneven workload distribution causes burnout
- ✗Skill mismatches lead to callbacks
- ✗Emergency jobs disrupt entire schedule
Fieldproxy AI Planning
- ✓15 minutes to plan entire week
- ✓Optimized routes reduce miles by 30%
- ✓Balanced schedules keep team happy
- ✓Perfect skill matching every time
- ✓Automatic rescheduling handles emergencies
Visit Planning Performance Metrics
Track and optimize your field team efficiency
Daily Visits Per Tech
Average jobs completed per technician per day
On-Time Arrival
Technicians arrive within scheduled window
Avg Daily Driving
Optimized miles driven per technician
Weekly Planning Time
Time to plan full week of routes