Delivery, Project & Service Planning

uScheduler Project / Service / Sales

One plan for everything that happens after production.

Once production is done, there’s still delivery, installation, service and project work to plan. uScheduler P/S/S puts all of it in one overview and plans it against capacity, skills, geography, deadlines and material availability. It also checks whether the parts will be there on the day. Sales, logistics and engineers all look at the same board, so promises get kept and there are fewer surprises.

uScheduler P/S/S planning board with project and service orders scheduled across resources
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.

Service businesses lose deals when sales have to call back to answer “when can we do it?”. If sales can see capacity themselves, they can give a date in the meeting, and it’s one you can keep.

  • 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. Without the calendar feeding capacity, the plan books all 40.
FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Per resource (engineer, team, truck), per shift pattern. It uses the same calendar layer as uScheduler Production, so there's one source of truth.

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