Scheduling

The whole week on one screen. When a job moves, drag it.

The only scheduling solution built for the complexity of industrial field service.

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The Problem

The problem with traditional scheduling

Scheduling in industrial field service isn’t just about assigning crews to jobs—it’s about making sure the right people, equipment, and resources are in the right place at the right time. But for many companies, scheduling still relies on disconnected, manual processes.

Whiteboards and shared calendars

Still using whiteboards, Excel, or shared calendars for scheduling?

Duplicate data entry

Manually inputting the same information multiple times across multiple platforms?

Resource allocation

Unable to quickly know who and what equipment is available for jobs?

Phone calls, texts, and emails

Relying on phone calls, emails, and texts for schedule changes?

No real-Time visibility

Unsure what crews or resources are available now and in the future?

Error prone processes

Losing parts, overbooking crews, or accidentally sending a tech to the wrong place?

The Solution

crewOS field service management software

The new crewOS scheduling calendar: crew members in rows, jobs as bars across the days they run, and the backlog of unassigned work on top

The whole week on one screen

The new web scheduling calendar puts every crew member in a row and every job in a bar across the days it runs. Multi-day work shows as one bar across the days it spans, the way a shutdown actually runs.

Seamless scheduling across teams, jobs, and locations.

crewOS integrates directly with your existing ERP, keeping scheduling, job assignments, and resource management connected in one system.

Custom scheduling rules to fit your business.

Set business-specific scheduling rules to prevent overbooking, manage shift rotations, and automatically notify teams of job assignments and changes.

Real-time visibility into workforce and resource availability.

See who’s available, where crews are deployed, and what equipment is assigned—all in real-time—so you can schedule with confidence and reduce delays.

01

What still needs a crew, at the top

Jobs waiting to be scheduled sit in a backlog above the calendar, grouped by customer. Switch to Unassigned only and the view shows you exactly what still needs a crew. Monday morning starts with that question answered.

02

When a job moves, drag it

Drag a job to a new day or to a different crew member’s row. You do not have to open the work order or re-enter the dates. Every job shows its primary service location on the calendar, and hovering over one pulls up the job detail and description without leaving the week.

03

Open the work order without leaving the week

Click any job on the calendar and the work order slides open beside the week. You don’t leave the schedule to work on it. Set the date range, change the job type, move the status from Ready to Schedule, and confirm the service location, with the customer and their location shown alongside. Pick a card color so the calendar reads the way your whiteboard used to. The job description is one tab over, and you can update it as fast as the job changes.

The Payoff

Benefits of using crewOS for scheduling

What if your industrial field service scheduling system could eliminate manual work, prevent conflicts, and give you real-time visibility into your workforce—without the headaches?

Save time on scheduling

Eliminate manual data entry

Reduce back-and-forth communication

Improve real-time data visibility

Ensure accountability

Optimize resource allocation

Maintain high technician utilization

Reduce scheduling conflict stress

Every crew member in a row, every job in a bar across the days it runs — the way a shutdown actually runs.

Customer Reviews

“This allows us to scale… To me, spreadsheets don’t scale. That’s just more labor.”

Tom Anderson, Field Service, Allied Power Group

ProcessBarron case study

With crewOS, ProcessBarron replaced their paper-based systems allowing them to scale faster and meet key milestones more consistently.

Read Case Study →
crewOS Scheduling

Frequently asked questions

Can I customize what fields are shown on the calendar?

Yes! crewOS offers a flexible set of options to display in your schedule. You can choose to show all the important details about your jobs and crews to ensure everyone stays on the same page.

Can I have a separate calendar for different locations or divisions in my business?

Absolutely! With our service locations feature, you can associate teams and work orders with specific locations, ensuring you only see the relevant information for each site.

Can I track off-time for my field team?

Yes! Our scheduling feature allows you to block time for crew members to track vacations, PTO, and company holidays.

Can I track equipment or assets related to our jobs?

Yes, you can view a comprehensive set of data points related to work orders and crews in the calendar view. This helps ensure that equipment, trucks, cranes, and other assets are fully utilized without being overbooked.

It’s time to get started

We’ll help you be the hero every field service operation needs.

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