Can skills be customer-specific?

Yes. A customer can require any skill in the catalogue, including custom ones like "approved by client X".

How fine-grained should skills be?

Coarse enough to be maintainable. Most customers manage 15-30 skills. Splitting a skill into too many granular ones makes the catalogue unloved.

Can I override the qualification block?

In emergencies, yes, with a recorded reason and a manager's approval. Use it sparingly, because it shows in the audit log.

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 · Skills & Qualifications

The right person for the job.

Not every engineer can do every job. Some jobs need a certification, a manufacturer's training or a security clearance. uScheduler treats skills as a hard constraint, so a job only goes to someone qualified to do it.

Skills and certifications per engineer

Forklift licence, refrigerant handling, manufacturer training and security clearance, each with an expiry date the system tracks.

Required skills per activity

Each activity type carries its required skills. The planning board won't assign an unqualified engineer, and the auto-router avoids them.

Expiry warnings

A certification expiring in 60 days gets a flag. In 30 days, an alert. In 7 days, a manager email. No engineer ever gets caught with a lapsed cert mid-job.

What you see

A planner who knows who can do what.

Who can do what is often tracked in a spreadsheet nobody keeps up to date. uScheduler keeps it next to the plan, so you find out while planning, and not when an engineer is on site without the right ticket.

Skill catalogue with expiry-tracking per engineer
Required skills per activity type and per customer
Auto-block on unqualified assignment
Forward expiry warnings (60 / 30 / 7 days)
Skill-coverage report (where are we thin?)
Renewal workflow integration with HR / training systems

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

When this matters

Signals you'd reach for this.

Cert lapses are discovered on site

An engineer turns up to a job needing a current refrigerant licence. Their licence lapsed last week. They drive back.

New customer, new skill required

A customer’s site requires a security clearance you don’t formally track. The planner discovers this by mistake.

Skill cover is fragile

Three out of four engineers with skill X happen to be on holiday the same week. Without a cover report, nobody sees the risk.

Training and planning live apart

Training records in HR. Skill assignment in planning. When the two drift, the plan is wrong.

FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

In uScheduler, owned by service operations. Optionally synced with an HR system if you have one.

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

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