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 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 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

Project planning board with jobs scheduled across engineers, showing material availability per job

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

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

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