How do you find the right person for the Job? Now it is easy with PlannerOne’s Skills Management feature in Resource Planner. Just set the Skills on the Resource Card. Example: Engineer, Carpenter, Speaks French, Electrician, or Painter. When a new Service Order Line is created it will show on the Planning Board to be “Dispatched” to the right technician. Watch Video Now. That also might be who is closest to the Job Site, or who is in the Customer’s Service Zone.
Resource Planner is embedded in your Dynamics NAV Software. It enables the Job or Service Management data to be displayed graphically in a Gantt Chart or Calendar View. This make the data much easier to understand than just a tabular list of data. The Gantt Chart view enables full Drag and Drop of each Job Task/Planning Line or Service Order Line on the Gantt View. The Skills Management functionality enables you to locate the very best technician for the Job or Service Order.
Use the Graphical Planning Board to Map the Route to the Service Call and to Select the right technician/Resource based on their Skills. Here is a video that will show this concept in action. You can add this functionality to your Dynamics NAV software today. Contact Us for a personal demonstration or to ask any questions.