The Job Planner
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Features
AI job intakeQuotes & online acceptanceScheduling & dispatchField app (works offline)Certificates & complianceInvoicing & getting paidPlanned maintenance (PPM)Customer portalParts & van stockReports & your data
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Features › Scheduling & dispatch
Scheduling & dispatch

The whole week on one board.

See every engineer's week at a glance, drag visits between days and people, and let AI put today's visits in a sensible order.

Try it freeSee pricing

Without it

  • ✕A whiteboard and a group chat standing in for a schedule
  • ✕Double-booking an engineer and finding out on the day
  • ✕Engineers zig-zagging across town

With The Job Planner

✓

See it all

A week view per engineer with an unscheduled tray for jobs waiting to be booked.

✓

No double-booking

Booking a clashing visit is caught before it's saved, with the job it clashes with.

✓

Sensible routes

Optimise today orders each engineer's visits by priority and postcode and writes the stop numbers back.

The detail

What's inside

Drag to reschedule

Move a visit to another day or another engineer by dragging it on the board.

Customer notified

When you book, the customer can get an email — and a text if SMS is switched on.

Multiple visits per job

Book a survey, the install and a follow-up against the same job.

Engineers see it instantly

Visits appear in the field app, with a push notification if they've switched them on.

How it works

3 steps

  1. 1Book a visit from the job or the board
  2. 2Drag to adjust as the week changes
  3. 3Press Optimise today each morning
Questions
Does it handle UK time properly?+

Yes — everything is stored safely and shown in UK time, including across the clock changes.

Can engineers see other people's jobs?+

No. Engineers see their own visits in the field app; the office sees everything.

Works hand in hand with

Field app (works offline)

An installable engineer app that keeps working with no signal.

AI job intake

Paste an email or enquiry — get a clean job with the customer and site matched.

Planned maintenance (PPM)

Service contracts that create their own jobs ahead of time, every cycle.

← All features

See it with your own jobs.

14-day free trial · no card · every feature switched on.

Start free trialSwitching from Joblogic?
The Job Planner

Job management for UK trades, where AI does the admin. Made in the North West.

Features
  • AI job intake
  • Quotes & online acceptance
  • Scheduling & dispatch
  • Field app (works offline)
  • Certificates & compliance
More
  • Invoicing & getting paid
  • Planned maintenance (PPM)
  • Customer portal
  • Parts & van stock
  • Reports & your data
Company
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  • Switch from Joblogic
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