Route & SchedulingLive local pilot
Time-window booking turns maintenance calls into one published route
Field service operator · Field Operations
Staff searched the ERP for customers due for maintenance and phoned each one to agree a visit. In the pilot, customers receive the available service windows by SMS or email and pick a morning or afternoon slot themselves; the planner then publishes one reviewed route with exact arrival times.
Result
One reviewed route with exact arrival times instead of a round of phone calls — currently running as a local pilot.
Before Cognima
- Search the ERP to find who is due for maintenance
- Call each customer to agree a visit, one by one
With Cognima
- Send an SMS or email offering available service windows
- Customer picks a morning or afternoon slot themselves
- Delivery model
- Planning web app with SMS / email booking
- Human oversight
- Planner reviews every route before publication
- Data & IP
- Customer contact data used only for booking