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Jobber

Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a d...Read more about Jobber

When I Work

When I Work is a cloud-based employee scheduling solution that helps organizations track time and attendance, create and edit employee schedules, add new jobs to the calendar, review timesheets and fill shifts. When I Work le...Read more about When I Work

Resource Guru

FrontRunners 2024

Resource Guru is a resource scheduling tool that helps busy teams keep projects on track. It offers a fast, flexible way to schedule people and assign work for any type of project, at companies big and small. Project managers and...Read more about Resource Guru

Volunteer Scheduler Pro

Volunteer Scheduler Pro is a powerful tool helping organizations and non-profits that depend on volunteers. By offering one simple solution to schedule, manage and communicate with your volunteers, VSP helps save time and eliminat...Read more about Volunteer Scheduler Pro

4.7 (6 reviews)

Ministry Scheduler Pro

Ministry Scheduler Pro is a church volunteer management solution that helps religious organizations streamline processes related to scheduling, training monitoring, announcement distribution, availability tracking, and more on a c...Read more about Ministry Scheduler Pro

Visual Planning

Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning o...Read more about Visual Planning

Forecast

Forecast is a fully integrated scheduling platform that gives you the ability to organize your team's schedule into visual plans that let you map out your upcoming projects and make smarter resourcing decisions. With Forecast, yo...Read more about Forecast

Kickserv

Kickserv is a cloud-based field service management solution that provides small businesses, tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments. Kickserv can be ta...Read more about Kickserv

Peek Pro

Peek Pro is a cloud-based solution for tour and activity operators of all sizes. The software helps activity operators by providing their websites with an online booking management engine and centrally manages online, offline...Read more about Peek Pro

FMS:Employee

FMS:Employee offers intuitive software and hardware solutions for your employees with powerful, integrated scheduling solutions that deliver new levels of efficiency and productivity for mobile, virtual, and traditional employees....Read more about FMS:Employee

5.0 (2 reviews)

ServiceTitan

Transform your business with ServiceTitan's all-in-one software solution for residential and commercial field service businesses. With powerful tools that can increase revenue , supercharge your team, and provide real-time insight...Read more about ServiceTitan

UpKeep

UpKeep is an Asset Operations Management solution that helps businesses scale by giving every Maintenance and Reliability team the tools and information they need to run Operations efficiently and effectively. From your desktop to...Read more about UpKeep

Goldie

FrontRunners 2024

Goldie (formerly Appointfix) is the best appointment scheduling app to manage and grow your business. Easily schedule appointments, send automatic appointment reminders, get a free stunning online booking website, take deposits an...Read more about Goldie

Jolt

Jolt is a comprehensive digital operations platform that is available on smartphones and tablets. Jolt helps restaurants, retail, hospitality, and other businesses create accountability, enhance food safety compliance, and boost ...Read more about Jolt

ScheduleSource TeamWork

ScheduleSource TeamWork is a cloud-based workforce management solution that streamlines scheduling, time tracking, and leave management for organizations. It caters to companies across industries like healthcare, higher education,...Read more about ScheduleSource TeamWork

4.0 (1 reviews)

Opsyte

Opsyte is a web based hospitality focussed portal that allows a user to manage: HR Staffing and scheduling Time and Attendance Holidays and time off requests Shift management Invoice processing and automation Daily cashing up Dai...Read more about Opsyte

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ScheduleAnywhere

ScheduleAnywhere is a hybrid employee scheduling platform that helps human resources (HR) departments in businesses to manage employee scheduling routines and activities. The solution can either be deployed on-premise or hosted in...Read more about ScheduleAnywhere

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Vyte

Vyte is an all-in-one scheduling tool that helps companies of any size and industry create more business opportunities while saving time all at once. Packed with many powerful scheduling features, Vyte enables users to offer an op...Read more about Vyte

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mHelpDesk

mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk ...Read more about mHelpDesk

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FieldAware

FieldAware by GPS Insight is a field service management software made specifically for businesses who have a mobile workforce and want to get organized, automated, and connected to their teams in way that simply cannot be done man...Read more about FieldAware

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Buyers Guide

Last Updated: March 16, 2023

Henry Kissinger once famously remarked, “There cannot be a crisis today, my schedule is already full.” Things might have been different, however, if he'd had access to scheduling software.

Organizations have traditionally used paper or spreadsheets to manage their schedules. But as companies grow, it becomes essential for them to use more effective means to manage and utilize time and resources.

That’s where a scheduling tool can help: Scheduling tools enable business owners to automate the scheduling process in compliance with the company’s rules and standards.

This guide can help potential buyers find the best solution for their needs.

Here’s what we’ll cover:

What Is Scheduling Software?

Common features of scheduling software

What Type of Buyer Are You?

Benefits of Scheduling Software

Market Trends to Understand

What Is Scheduling Software?

Scheduling software helps individuals and businesses across all industries operate more efficiently by enabling them to manage and track their own and employees' time, create and maintain employee schedules, assign workers to shifts or jobs and track everything in real-time.

These applications also help with:

  • Client service delivery

  • Managing and scheduling appointments

  • Scheduling resources or inventory

  • Tracking employee attendance

  • Managing dispatch schedules for field service workers

Members-tab-in-Robin-Powered-Software

Managing members in Robin Powered Software (Source)

Common features of scheduling software

Most scheduling software solutions come with some or all of the following capabilities or applications:

Workforce/shift scheduling

Allows business owners to manage employee schedules and time by tracking their calendars in real-time. It allows managers to perform skills-based job scheduling for employees across multiple locations and enables employees to volunteer for open shifts or swap their shifts with coworkers.

Real-time automated scheduling

The software can instantly confirm or deny an allocation when a new booking request is made, based on availability. It can also manage a waiting list of allocations that can be substituted if an existing booking is canceled or rescheduled.

Calendar management

The tool can be used for meeting and appointment scheduling and sharing them with participants at multiple locations. This feature may also include synchronization with third-party calendar management applications used by the participants (e.g., iCal or Google Calendar).

Automatic appointment reminders

Allows users to send reminders to employees or customers about an upcoming appointment via email notifications or SMS text messaging.

Resource scheduling

Apart from scheduling the right person for the right job, the software enables customers to schedule meeting rooms. It also enables equipment scheduling.

Time-clock management

Allows business owners to effectively manage employee work hours by tracking their check-ins or check-outs. The software helps to manage employee attendance and keep track of their paid time off (PTO) days. Some solutions also allow integration with third-party payroll processing or HR software.

Field service management

Enables managers to track and manage the activities of their field service employees and resources, such as managing dispatch schedules, optimizing vehicle routes, initiating service orders, and mapping service orders to the nearest available worker.

What Type of Buyer Are You?

Choosing the right scheduling software depends on the size of the business. Consider the following buyer types:

  • Small and midsize businesses. These businesses typically operate as establishments with up to 70-80 employees and focus on specific operational areas. Such companies might consider a "best-of-breed" system that specializes in the particular area of their business need.

    For example, a salon or a dental clinic that relies on appointment booking for footfall should look for appointment scheduling software or online booking software that supports online appointment scheduling and recurring appointments. Similarly, a midsize manufacturing organization should buy a solution that offers shift management, resource scheduling, and time-clock management.

  • Large enterprises. Big companies typically operate in multiple operational areas with employees based at different locations. For such businesses, work schedule automation is key. These businesses may want to consider a solution that is a modular suite, allowing them to pick and choose modules according to business requirements.

    For example, a cash management firm would require fleet management or field service management to track and optimize vehicle routing. They would also require a shift management module to automate the process of assigning the right person to the right service schedule, a time-clock module to track staff attendance or location, and automated reminders so employees don’t miss their shifts.

Benefits of Scheduling Software

Businesses can realize multiple benefits as a result of adopting a scheduling solution, including:

  • Improved staff efficiency. Service professionals often find it challenging to manage client work orders during peak hours. Without the right software in place, they can risk double-booking service orders. Scheduling software enables easy scheduling, single-touch rescheduling, and the ability to confirm service orders with customers.

  • Centralized information. Organizations where the workforce is spread across multiple locations often have problems with communicating job schedules to employees. Scheduling software centralizes data at a single location and updates it in real-time so everyone can view accurate information, and can send automated alerts in case of schedule overlap.

  • Increased accountability and visibility. Scheduling software helps promote transparency by automatically generating optimized schedules. The software also promotes accountability by letting employees select their own shifts, when possible.

Market Trends to Understand

Here are some scheduling software market trends that will help you learn more about the evolution of this tool.

  • Customer service automation. Companies today strive to retain customers to maintain their cash flow, making customer service effectiveness a key metric. Integrated customer service management becomes even more difficult for organizations that have a sizable field service workforce. A scheduling app can help by providing alerts to customers about when their service is scheduled and providing them with details about the service professional visiting their home to enhance the customer experience.

  • Web-based solutions. More and more companies are adopting software that is hosted online (as opposed to on the company's own local servers) and is accessed via web browser. Such solutions are referred to as web-based, cloud-based, online, or Software-as-a-Service (SaaS). Online scheduling software is especially popular among businesses whose employees are in disparate locations; online scheduling affords easy access to remote users since all that's required for access is a mobile device with an internet connection.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.