FieldOptimiz
Scheduling & Operations · Smart Schedule

Build the day's schedule in minutes, not a running argument with a whiteboard

Smart Schedule is a drag-and-drop calendar built for service work: month, week, day and per-technician views, live availability, conflict warnings before they become double-bookings, and a holding bin for jobs that aren't ready to place yet.

  • Drag a job onto a tech's day and it's booked, no re-typing
  • Conflicts and overlaps flag before you confirm, not after
  • Unscheduled jobs wait in a bin instead of a sticky note
Week of Mar 10 · Techs
Marcus
Dana
Ruiz
Unscheduled
8:00 Furnace check
11:00 Install · Bellwood
2:00 Tune-up
9:00 Drain clean
1:00 Estimate visit
8:30 Panel upgrade
12:00 Lunch hold
3:00 Call-back
Water heater · Carrow St
Duct clean · Ridgeview

Real availability across the whole crew, one screen

Views
Month, week, day, tech
Conflicts
Flagged before booking
Recurring
Auto-scheduled visits
The problem

Booking a job shouldn't mean checking four other things first

A customer wants Tuesday morning. Is Marcus already booked? Is that too far from his 10 o'clock? Is this even the right week for the maintenance visit that was due? Right now someone answers all of that from memory.

Double-bookings slip through
Two jobs land in the same window because nobody saw the first one before confirming the second over the phone.
A customer gets bumped and it's your fault, not theirs
Availability lives in someone's head
Only the dispatcher who's been there five years actually knows who's free Thursday afternoon.
Scheduling stops when that person is out
Maintenance contracts get forgotten
The quarterly visit that should have booked itself sits unscheduled until the customer calls to ask where you are.
Recurring revenue quietly leaks away
Calendar views

Look at the day the way you actually think about it

Switch between month, week, day and per-technician layouts without losing your place. A dispatcher planning next week wants the month view; the same dispatcher at 7 AM wants today, by tech, down to the minute.

  • Month, week, day and technician-by-technician views
  • Filter by crew, service area or job type
  • Zoom into a single day when things get tight
Today · by technician
Marcus
No heat · Bellwood
Tune-up · Delaney
Dana
Drain clean · 88 Carrow
Ruiz
Panel upgrade
Call-back · Harper
Conflict-free

The system checks availability before you commit

Drop a job on a tech who's already booked, driving too far, or off that day, and Smart Schedule flags it immediately instead of letting the mistake stand until someone's a no-show.

  • Real-time conflict detection as you place a job
  • Unscheduled bin holds jobs until a slot fits
  • Recurring maintenance jobs schedule themselves on cadence
Unscheduled bin
Water heater swap · 88 Carrow St
Waiting on customer window
Bin
Duct cleaning · Ridgeview Units 3–5
Two techs needed
Bin
Quarterly tune-up · Delaney
Recurring, due this week
Auto

Nothing waits in a notebook

Included

What you get out of the box

Drag-and-drop booking
Place, move and resize jobs directly on the calendar.
Multiple views
Month, week, day and per-technician layouts for every kind of planning.
Conflict detection
Overlaps and double-bookings surface before you confirm the slot.
Unscheduled job bin
Hold incoming work until the right window opens instead of losing track of it.
Recurring jobs
Maintenance agreements generate their next visit automatically.
Customer reminders
Automated confirmations and reminders cut down on no-shows.
Service area filters
See who's working which territory before you assign the next job.
Live sync to field
A booked job appears on the technician's device the moment it's placed.
How it works

Live in an afternoon, not a quarter

Step 1

See what's open

Pull up the day, week or tech view and see real availability, not guesses.

Step 2

Drop the job in

Drag it onto the right slot; the system checks for conflicts as you place it.

Step 3

Confirm with the customer

An automatic confirmation and reminder go out so the window sticks.

Step 4

Let recurring work run itself

Maintenance visits reappear on schedule without anyone re-booking them.

Who it is for

Built for the people doing the work

Dispatchers
Plan the whole week or fix a gap in the next five minutes, same tool either way.
Office admins
Book a customer's request without a phone call to the field to check availability.
Owners
See at a glance whether the crew's day is full, thin or overbooked.
Pricing

Included in your FieldOptimiz plan

Smart Schedule is included in every plan; technician and calendar limits scale with the plan you choose.

Free
Free
No monthly fee

Quote, invoice and get paid.

Start free
Core
$99
/month

Everything a field service business runs on.

Choose Core
Most popular
Pro
$199
/month

Automate the busywork and grow.

Choose Pro
Scale
$399
/month

Run several businesses with a real call center.

Choose Scale
Agency
$499
/month

Manage, brand and resell businesses for clients.

Choose Agency
FAQ

Questions teams ask first

Stop scheduling from memory

Give your team a calendar that knows who's free, what's overlapping and what's overdue to be booked.