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 · Customer Communication

Customers updated before they ask.

A customer who finds out about a slip from the truck driver loses trust. A customer who gets a polite reminder the day before and can open a portal to see exactly where their order stands is a customer who renews. uScheduler builds communication and self-service into the plan.

Scheduled customer messages
Confirmation when booked, a reminder the day before, an ETA the morning of and a done notification after. Each one is a branded, editable template.
A portal with live status
Customers log in to see where their order or project stands, from scheduled and on the way to in progress and done. The same status the planner sees, without anyone having to relay it.
Confirm or reschedule, both ways
When you propose or move a date, the customer confirms or proposes an alternative in the portal. Confirmed dates flow back to the board; counter-proposals land as a planner activity.
What you see

Self-service is faster for everyone.

Customer communication is the cheapest part of operations to do well and the most expensive to do badly. A reminder costs nothing to send, but a missed appointment costs a truck roll. Most status questions can be answered with data the planner already has, and a portal turns “phone the planner” into “open the tab”. Planners get their time back, and customers get an answer whenever they want one.

  • Configurable message templates per activity type
  • Customer messaging is a simple on/off switch, with no per-customer setup
  • Scheduled messages: confirmation, reminder, ETA, completion
  • Customer portal scoped to their own orders and projects
  • Live status timeline with a confirm / counter-propose flow
  • Documents on the order, such as signed reports, visible to the customer
  • Writes back to Business Central; every message logged for the audit trail
Project planning board with jobs scheduled across engineers, showing material availability per job
When this matters

Signals you'd reach for this.

01
Customers don’t get a reminder
No-shows are a known cost. A reminder costs zero. Why this isn’t automatic everywhere is a mystery.
02
“Any update on order #4821?”
A question that should be a click for the customer. Every email like this is a tax on the planner and a delay for the customer.
03
Reschedule requests get lost
A customer emails to move an appointment. The mail goes to a shared inbox. Nobody acts. The truck rolls anyway.
04
The big customer wants weekly status meetings
A status meeting exists to compensate for missing self-service visibility. Give the customer the portal; the meeting becomes optional.
FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Email, SMS and the customer portal. Messaging is a simple on/off switch. Turn it on and the notifications start.

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