The right visits, to the right technician, in the right order.
Clients' installed base and its maintenance due dates, technicians and their certifications, everyone's time slots: everything is checked by rules, then an optimisation engine puts the rounds together. Visits it could not place are explained, in plain words.
- Maintenance due dates tracked in a spreadsheet, and forgotten contracts.
- A schedule made by hand, every week, by the same person.
- A technician sent to a unit for which their certification has expired.
- Extra kilometres driven, and clients called back to reschedule.
- Each unit has its due date, recalculated every morning.
- Rounds are put together by an optimisation engine, respecting clients' time slots.
- A visit is only offered to a technician certified on the date of the visit.
- Each technician's kilometres and workload can be read on the dashboard.
From installed base to approved round, in five steps
The trade's rules decide what is allowed; the optimisation engine picks the best order; the manager approves.
- 01
The installed base
Each client has its equipment, and each unit its maintenance due date. Every morning, statuses are recalculated: to schedule, overdue, up to date.
A spreadsheet of contracts, checked when someone remembers.The installed base's due dates, updated every morning. - 02
The rules
Each visit is prepared by rules: the type of equipment, the duration, the client's time slot, and the technician certified on the date of the visit.
Certifications checked from memory.A visit is only offered to someone entitled to do it. - 03
Optimisation
Prepared visits go into a queue for the optimisation engine, which puts the rounds together, respecting time slots and cutting travel.
A day's schedule, redone by hand.Rounds put together in moments. - 04
Decisions
A visit the engine could not place goes into “To decide”, with its reason: no certified technician, impossible time slot, full day.
A forgotten visit, discovered by the client.Every unplanned visit, with its reason. - 05
Approval
The manager approves the schedule. The day's rounds appear on the map, and each completed visit is marked.
A printed schedule, and phone calls for changes.The day's rounds, up to date for the whole team.
Rules first, optimisation second
- Rules come before the calculation. A visit that breaks a rule is never offered, even if it would shorten the round.
- Certifications are dated. They are checked on the date of the visit, not the date of the schedule.
- Nothing is dropped silently. Every unplanned visit is explained, so the manager can decide.
- The manager approves. The engine proposes, a person decides.
- The data stays with the company. The installed base, clients and technicians are on its server.
Gas boiler · client Lefèvre
| Type | Gas condensing boiler |
|---|---|
| Duration | 1 hr 30 |
| Certified technicians | 2 |
| Their mornings | fully booked until the due date |
Not planned. No certified technician has a free morning before the due date. To decide: widen the time slot or move another visit.
Fictitious data.
Each technician's week, at a glance
Approved rounds feed the management views: workload per technician and per day, kilometres driven, installed base by type of equipment.
- The day's rounds on the map.
- Everyone's workload, day by day.
- The results of every optimisation, kept.
The day's routes, technician by technician.
Per technician and per day.
Unplanned visits, and why.
How to offer it to your clients
Who for
- Maintenance companies: heating, air conditioning, lifts, fire extinguishers.
- Service companies that send technicians to their clients.
- Any company whose rounds are planned by hand.
What you sell
- Importing the installed base, contracts and technicians.
- Writing the trade's rules: certifications, durations, time slots.
- Going live with optimised rounds, and follow-up.
- Ongoing follow-up, from ProAdmin.
Lines that work
“No more forgotten maintenance due dates.”
“The right technician, certified, in the right place.”
“Fewer kilometres, and clients kept informed.”
What clients ask
Who decides the schedule?
The engine proposes, the manager approves. Visits the engine could not place are presented to the manager with their reason.
How are certifications handled?
Each certification has its dates. A visit is only offered to a technician certified for that type of equipment on the date of the visit.
Do due dates have to be entered by hand?
No. They are calculated from the equipment and its last service, and their statuses are recalculated every morning.
What about trades other than heating?
The rules are rewritten for each trade: types of equipment, durations, certifications, time slots. The principle stays the same.
What runs this case
Are your clients still planning their rounds by hand?
Offer them this case. ProSuite provides the platform and keeps it evolving; you keep the relationship and the advice.