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. The board respects routing and inter-warehouse logistics.

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 · Planning Board

Outbound, in one place.

Stop juggling three planning spreadsheets. Sales, logistics and execution work from the same reality — deliveries, installs, service jobs and project tasks on one drag-and-drop board, with consequences visible before you commit.

Mixed activity types

A delivery, an installation, a service visit, a project milestone — 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 the consequences — 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 — not four 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, 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

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 cannot prepare. Visibility a week ahead is operational gold.

Sales hesitates to commit a date

Without seeing logistics capacity, salespeople either over-promise or under-promise. Neither is good.

"Who has the latest version?"

A question that should not exist in 2025. One board, one truth.

FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Yes. Locks are per activity, not per board. Conflicts are surfaced live.

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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