Do we have to use the portal at all?

No. Email and SMS notifications work on their own. The portal is there for customers who want self-service — switch it on per your needs, not theirs.

How does date confirmation work?

The planner proposes (or moves) a date on the board. The customer sees it in the portal with a Confirm or Propose another date action. A confirmed date locks on the board; a counter-proposal becomes a planner activity.

Does it write back to Business Central?

Yes. A portal confirmation updates the activity record in Business Central directly — same model, no separate database. The planner sees the change instantly.

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.

Functionalities · 9

Advanced tier

uScheduler P/S/S · 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 bakes communication, and self-service, into the plan.

Scheduled customer messages

Confirmation when booked, a reminder the day before, an ETA the morning of, a done notification after — each a branded, editable template.

A portal with live status

Customers log in to see exactly where their order or project stands — scheduled, on the way, in progress, 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; a missed appointment costs a truck roll. And most status questions are answerable by data the planner already has — a portal turns "phone the planner" into "open the tab". Planners get their time back; customers get an answer whenever they want one.

Configurable message templates per activity type
Customer messaging is a simple on/off switch — 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 — signed reports — visible to the customer
Writes back to Business Central; every message logged for the audit trail

When this matters

Signals you'd reach for this.

Customers do not get a reminder

No-shows are a known cost. A reminder costs zero. Why this is not automatic everywhere is a mystery.

"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.

Reschedule requests get lost

A customer emails to move an appointment. The mail goes to a shared inbox. Nobody acts. The truck rolls anyway.

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 flow.

See uScheduler P/S/S in a 30-minute demo.

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

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