Delivery, Project & Service Planning

uScheduler Project / Service / Sales

One plan, one reality — for everything after production.

For the phase after production: delivery, installation, service or project execution. Brings all outbound activities together into an intuitive overview, planned against capacity, skills, geography, deadlines and material availability. One thing we add: we also check whether the needed materials are available at that time of execution. Sales, logistics and engineers all read the same board — so promises get kept and surprises become rare.

uScheduler PSS image 1
Functionalities · 9
uScheduler Project / Service / Sales · Capacity

Promise what you can deliver.

When you slot an install, the system already knows whether your installers are free that day. Before the date hits the contract. Capacity is shown per team — so promises are made by people who can see the constraint.

Sales calls the planner before quoting
When every quote requires a capacity check by phone, both teams resent each other. Direct capacity visibility ends the friction.
Slots get over-promised
Without visibility, sales books the same Friday three times. The third customer finds out late.
Slack is invisible
A team running at 60% looks fully booked because every slot has someone's name on it. The capacity number tells the real story.
Holidays surprise everyone
A team week with a public holiday has 32 productive hours, not 40. Without the calendar feeding capacity, the plan over-books.
What you see

The capacity number sales can quote against.

Most service businesses lose deals because sales cannot answer “when can we do it?” without checking. Capacity that sales can read directly turns a phone-call quote into an in-meeting quote. Deals close faster. Promises become realistic.

  • Net bookable capacity (after current commitments)
  • Reserved capacity for urgent, unplanned work
  • Holiday and training time subtracted automatically
  • Capacity-smoothing suggestions for tight weeks
  • Forward visibility: scroll ahead as far as you need
Project planning board with jobs scheduled across engineers, showing material availability per job
When this matters

Signals you'd reach for this.

01
Sales calls the planner before quoting
When every quote requires a capacity check by phone, both teams resent each other. Direct capacity visibility ends the friction.
02
Slots get over-promised
Without visibility, sales books the same Friday three times. The third customer finds out late.
03
Slack is invisible
A team running at 60% looks fully booked because every slot has someone's name on it. The capacity number tells the real story.
04
Holidays surprise everyone
A team week with a public holiday has 32 productive hours, not 40. Without the calendar feeding capacity, the plan over-books.
FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Per resource (engineer, team, truck), per shift pattern. The same calendar layer as uScheduler Production — one source of truth.

See uScheduler Project / Service / Sales in a 30-minute demo.

A real screen-share with someone who built it. No slides.

The uTools suite

Other apps that pair well with uScheduler Project / Service / Sales