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.

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Functionalities · 9
uScheduler P/S/S · Materials Check

Materials. At the moment of execution.

The thing that catches most installation and service plans out. We check it. If the parts will not be there on the day, you find out now, not on the truck. The check looks at on-hand stock, inbound POs, reservations, inter-location transfers, and any planned replenishment — production orders, assembly orders, you name it. And if the order that would supply the parts does not exist yet, we calculate the lead time it would need.

Component-level check at slot time
Bill of materials resolved to stocked items. Each component checked against availability on the activity date — not just today.
Inbound and transfer aware
A PO due Wednesday makes parts usable from Wednesday — or the day after, depending on your settings. Inter-warehouse transfers are counted on their landing date too.
Counts the replenishment that has to happen
If parts need producing or ordering, the check folds in that lead time — and if no order exists yet, it calculates what one would take.
What you see

A check that prevents a truck roll.

Field service is a calculus of trucks. A missed truck is a half-day of lost productivity, a lost callout fee, and a frustrated customer. Material availability is the single most common cause of a missed truck. Checking it in advance is operational money.

  • BOM-aware availability check per activity
  • On-hand, inbound, transfer and reservation aware
  • Shortages surfaced in planning, never on the truck
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When this matters

Signals you'd reach for this.

01
Truck rolls without a key part
The engineer drives an hour, opens the box, finds the wrong filter. A pre-check would have caught it before the truck left.
02
Sales sells what is not in stock
A customer ordered a part-included install. The part was on backorder. Nobody told anyone.
03
Substitutes happen on the floor
When part A is short, the engineer picks part B because "it should work". Without a substitute rule, the install is a future warranty claim.
04
Inter-warehouse transfers are forgotten
A part in warehouse 2 is usable in region 1 — if a transfer is scheduled. Without the transfer in the plan, the part is invisible.
FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Each engineer's van is modelled as a location. Van stock is on-hand stock for that engineer's activities. The replenishment policy is set on that location itself.

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