What activities can be planned?

Activities flow from the source documents you already use: Sales Orders, Service Orders and Projects (Jobs). Add custom activity types where you need them.

Can Sales have a read-only view?

Yes. A filtered read-only board scoped to their accounts. Useful for customer review meetings.

Does it support multi-warehouse?

Yes. Each activity carries an origin location, and the board respects routing and inter-warehouse logistics.

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

Advanced tier

uScheduler Project / Service / Sales · Planning Board

Outbound, in one place.

Stop juggling three planning spreadsheets. Deliveries, installs, service jobs and project tasks sit on one drag-and-drop board, so sales, logistics and execution work from the same plan and see the consequences before they commit.

Mixed activity types

Deliveries, installations, service visits and project milestones all live on the same board, colour-coded by type and grouped by resource.

Drag, drop, see the impact

Drag an activity to a new slot and the board shows whether materials are ready, the engineer is qualified, capacity is free and the route still works.

Soft and hard rules

Hard rules block the move. Soft rules colour it amber. The difference between 'can't' and 'shouldn't' is set by you, not guessed by us.

What you see

A board where everyone sees the same thing.

Sales, logistics, service and project planners all work from a single board, so there are no spreadsheets emailed back and forth. The moment one team books a delivery, visit or install, everyone else sees it, along with the trucks, parts and engineers it depends on. No more meetings to reconcile versions, and no more “which plan is current?”

Day, week and month views with role-aware defaults
Group by team, route or activity type, or build your own view
Drag-and-drop with feasibility check
Multi-select for bulk moves
Saved views per planner
Read-only views for sales and customer-success teams

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

When this matters

Signals you'd reach for this.

Three boards for one customer

A customer install requires three resources. With three boards, you book each one separately and pray. With one, the booking is atomic.

Drivers find out the day before

When the route is built late, drivers can’t prepare. Visibility a week ahead is operational gold.

Sales hesitates to commit a date

Without seeing logistics capacity, salespeople guess at delivery dates and often get them wrong.

“Who has the latest version?”

A question that shouldn’t exist in 2025. With one board, everyone looks at the same version.

FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Yes. Locks are per activity, so two planners can work on the same board. Conflicts show up live.

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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