Field-service planning for installation businesses

Never assign two jobs to the same technician again.

MonteurPlan schedules technicians, vehicles, and machines - and warns immediately when someone is double-booked, a certificate is missing, or travel time does not fit.

Open demoHow it works
Demo - no signup, no installation
/demo/monteurplan/hero-image-planing.png
MonteurPlan Demo-Oberfläche für Einsatzplanung im Handwerk

The problem

Dispatching by callout costs time and nerves

Teams planning with whiteboards, Excel, and phone calls know these failures:

Double-booked

Two customers, one technician, the same time slot. It only becomes obvious when the customer calls.

Wrong qualification

The technician on site is not allowed to service the gas boiler - the appointment is wasted.

Travel forgotten

Two jobs across town with a 10-minute buffer. Impossible to make.

MonteurPlan checks every assignment in real time - and shows green, amber, or red before you commit.

Green means it works. Amber means watch out. Red means it cannot work - and MonteurPlan immediately suggests an alternative.

Conflict checks

One resource, one appointment - guaranteed

As soon as you drag a technician, vehicle, or machine onto two overlapping jobs, the bar turns red. MonteurPlan prevents the double booking before it reaches the schedule.

In the demo

  • Drag technician Mueller onto two 9:00 appointments -> red
  • The blocking time slot is highlighted
  • Saving is disabled until the conflict is resolved
GIF 02
Double booking/A job bar is dragged onto an occupied time slot; red drop indicator and red collision marker.

Skills & certificates

Only qualified people get scheduled

Every job knows its requirements - gas license, F-gas certificate, welding permit. MonteurPlan compares them with technician qualifications and warns when something is missing or about to expire.

In the demo

  • HVAC job needs F-gas - matching technician is suggested in green
  • Certificate expires in 5 days -> amber warning
  • Expired certificate -> red, technician blocked
GIF 03
Qualifications/ResourceSuggestionList shows green matches and one amber match with an expiring certificate.

Availability

Vacation, sick leave, workshop - handled automatically

Absences and maintenance windows are visible as hatched blocks in the plan. Anyone who is off, in training, or unavailable cannot be assigned.

In the demo

  • Vacation days appear hatched in the timeline
  • Vehicle in workshop = blocked time window
  • Drop into hatched zone -> unavailable (red)
GIF 04
Absence/Timeline with hatched absence blocks; a job is dragged into one and marked red.

Interaction

Plan by drag and drop - with a traffic light at the cursor

Drag open jobs from the tray onto the right technician. While you drag, a colored preview already tells you whether the assignment fits.

In the demo

  • Open jobs sit in the tray on the right
  • A green, amber, or red preview follows the cursor while dragging
  • Drop on green = scheduled immediately
GIF 05
Live indicator/A card from UnassignedTray is dragged across rows; the drop indicator changes color live.

Suggestions

Conflict? MonteurPlan suggests the alternative

If an assignment cannot work, MonteurPlan does not stop at the warning. It shows who is available and qualified instead - or which other time slot fits.

In the demo

  • The resolver opens on a red conflict
  • Available, qualified technicians are suggested in order
  • One click reassigns the job - conflict solved
GIF 06
Conflict resolver/Red conflict, ConflictResolverDialog, choose an alternative, bar turns green.

That simple

Three steps to a conflict-free daily plan

01

Pick a job

Grab an open job from the tray.

02

Drag and drop

Drop it onto the right technician - the traffic light tells you whether it fits.

03

Done

Green means scheduled. On red, MonteurPlan immediately suggests an alternative.

Try it - takes less than a minute

The demo runs entirely in the browser with sample data. Nothing is saved, and you cannot break anything.

Open demo now