Scheduling Benefits
Why use scheduling software
If you run a business, you know the value of organization. Working with a schedule allows you to prioritize your responsibilities, and adjust your efforts as needed. Easily schedule tasks, events and appointments and keep track of the demands placed on you and your companies time. By picking our scheduling software it can easily track these changes, and help you increase the productivity of your actions and, subsequently, the success of your business.
Desktop Scheduling Features
7 Flexible Views
View your schedules and activity by the day, week, month, year, as a list, in schedule view or Gantt style. The large number of possible views help in displaying your data in the best format to fit your needs.
Drag & Drop Interface
Simply select an area on the screen to add an event or task at that point in time to the selected staff, customer, room or equipment. Click an event then drag to move to a new point in time or new resource, or hold and move the edges of an event to resize.
Reports & Charts
Use filters to select the required events and tasks for your staff, customers, rooms or equipment, then create an unlimited amount of customizable reports based on the data visible. View and print graphical reports of event and resource utilization and availability.
Requirements & Skills
Set event requirements and resource skills to get recommendations on the available resources that best suit the task. Automatically filter resources on the skills needed and availability for the dates of the event.
Outlook Integration
Send events via automatic email alerts to remote users which can be automatically imported into their calendar upon delivery. Send events directly to single and group Outlook calendars from the desktop application.
CRM and Managed Information
Use the integrated database to manage your customer, client, order, and activity records. Record activity and orders with linked documentation and live account status. All visible or hidden from the graphical views.
Reminders, Warnings & Alerts
Receive email and message reminders from events. Warn when events are created outside working hours, resources double booked, or missing data. Receive emails when events or resources are added or modified.
User Access Control
Create users within each project and set access levels for each user in the project. Set users read, write and modify permission on events and resource levels including which resources a user can view and interact with.
Import & Export
Import data from external systems and export data in many formats. Export to PDF, CSV, JPG, BMP, TXT, DOC and vCalendar format.
HTML Output and Online Scheduling
Output your projects manually or automatically to HTML files including upload via FTP to your local or remote server. Synchronize events with our online scheduling service for access by remote users.
Power Features
Fully customizable interface
Customize all program text, alerts, messages and fields to suit your business needs.
User defined, rules based, alerts and warnings
Create your own set of rules that can trigger alerts and warnings when saving events that must match specific requirements.
Health and Safety Compliance
Warn or block events from being added to resources that don't have the required skills or qualifications. Great for training and safety compliance. Be sure valid training skills and your health and safety rules have been checked and any compliance testing is done before the event can be assigned, all automatically.
System Integration
Integrate our software to many other systems, including SAP, Service Director, Microsoft CRM, and many others, with simple API calls, or flat file transfers, all automatically.
