Software for building controls companies

Some work takes two hours, some has to be done during a planned shutdown. ServisBook handles both because it plans people and days.

Controls for boiler rooms, ventilation and cooling, program changes and monitoring. A small team, many sites and dates set by the customer's technology.

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Short jobs that fit into one day

A half-hour program change at one site, a two-hour job at another. An assignment has a from–to time, so the board shows what still fits into the day.

  • Hourly slots for short jobs, whole days for multi-day ones.
  • Workload is counted in hours, not only in whole days.
  • Click an appointment in the Calendar to open its card and from there the whole order.

Schematic preview: A day made up of several short jobs.

The shutdown as the bottleneck

If the technology can only be accessed at the weekend or on the day of a shutdown, only that period is offered. You set the range, the customer chooses within it.

  • A multi-day shutdown is offered as one continuous block.
  • You can block the offered days so nobody offers them to another customer.
  • A day the company does not work, such as a public holiday, is entered for technicians as an absence and the offer skips it.

Schematic preview: An offer limited to the customer's shutdown.

What changed at a site stays traceable

In building controls it matters who last worked on a site and what they reconfigured. The technician's work report, attachments and the automatic change history keep the answer right in the order.

  • The technician adds a note for the office when finishing the work.
  • Attachments keep diagrams, point lists and reports.
  • An order is archived, not deleted; its history stays readable.

Schematic preview: The history of work at one site.

A model week in building controls: dozens of sites, three technicians

A small team looks after controls for boiler rooms, ventilation and cooling at dozens of sites. The work is short, scattered around the city and often tied to how the building operates.

Monday: five short jobs for one technician

Adjusting time programs, replacing a sensor, a check after a temperature complaint. Each job has a from–to time, so the board shows how much more fits into the day. Workload is counted in hours, not only in whole days.

Tuesday: order by route

When the queue holds many orders, Schedule all proposes an order that takes travel between sites into account and shows the drive in kilometres and minutes for each appointment. The estimate is deliberately cautious and does not replace navigation.

Wednesday: the day map

The day map shows every technician's stops in the order they will drive them, each in a different colour. When an order is missing from the map, the list below it says why, most often because of a missing address.

Thursday: commissioning during a shutdown

New controls in a production hall can only be commissioned while production is stopped. The appointment offer is limited to the days of the announced shutdown and the customer picks the one that suits them. Meanwhile the offered days are not scheduled for anyone else.

Friday: what changed at the site

When finishing the work, the technician adds a note for the office, for example which parameters they adjusted. Notes, attachments and the automatic change history stay with the order, so even a year later you can find out who worked there last.

What building controls companies consider before adopting it

Jobs take an hour, planning by days makes no sense

ServisBook plans by the hour too. A technician's day is made up of several assignments with a from–to time and free capacity is calculated from what is left.

Our sites are in several cities

Travel is calculated from the technician's home address and from the location of the previous appointment. The colour of the bar on the appointment shows whether the drive takes up to 45 minutes, up to two hours, or longer.

We need to record measured values

With the Checklists module turned on, the technician fills in a question template for each appointment, including numeric values. The answers can be carried over into the handover report.

Questions

Frequently asked questions

Can ServisBook handle several short jobs in one day?

Yes. A single-day assignment can have an exact from–to time, so a technician can cover several sites in one day and the board shows it.

Can we plan long projects at a site?

Yes. You run long work as an order with several appointments and plan people by day or week on the board.

Can we tell which appointment is binding?

Yes. The appointment type has a Binding flag. A confirmed appointment has a thin solid border in the calendar, a proposed one a thicker dashed line.

Does ServisBook account for travel between sites?

Yes, as an estimate. It calculates distance and travel time from the addresses, shows them on the appointment and uses them in automatic scheduling. It does not handle road routes or live traffic.

Plan shutdowns and small jobs alike

Try ServisBook on your team's next week.

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