Technician planning
for installation work
Keep multi-day installation projects, visits and technicians together.
With Syncentra you plan installation work as one coherent project. Split preparation, assembly, commissioning and handover into separate visits, assign the technicians needed for each visit, and follow progress until the project is handed over.
- Split every installation project into clear visits
- Assign one or more technicians per visit
- Follow progress from preparation to handover
MEP Koeltechniek
Refrigeration technicians
The Netherlands
An installation project doesn't fit in one appointment.
Installation work often runs across several days, technicians and visits. Without central multi-day installation planning, those visits fall apart into separate appointments and the progress of the whole project drops out of sight.
Visits come loose from the project
Every assembly day or visit sits as a separate appointment in the calendar. The connection between preparation, assembly, commissioning and handover is lost.
Unclear who does what
With several technicians at the same site it is not always clear who handles which part. Work gets done twice, or an important step is left undone.
An overrun shifts the whole project
If a visit overruns, the following visits shift with it. Without one shared project overview this often only becomes visible when the customer asks for an update.
With every visit under one installation project, the schedule stays coherent even when the work changes along the way.
Syncentra in practice
at MEP Koeltechniek.
Syncentra grew out of the daily practice at MEP Koeltechniek and is used there every day. Work orders, scheduling, customers, sites, technicians and administration come together in one central system.
The result is less paperwork, fewer manual administrative steps, clearer scheduling and faster insight into the current status of the work.
- Developed and tested daily inside a real refrigeration company
- Work orders, scheduling and administration within one platform
- The same current information for the office and the technicians
- Improved continuously on the basis of daily field experience
How to keep multi-day
installation work together.
Syncentra brings the installation project, the scheduled visits, the technicians involved and the progress together. From the first preparation to the final handover, every part stays visible within the same project.
Record the installation project
Record the full installation job with the customer, site, installation and the work that has to be carried out.
Schedule visits
Split the installation work into separate visits, each with its own date, schedule and phase.
Staff each visit
Assign one or more technicians per visit and make clear who is deployed during each phase of the installation project.
Follow progress to handover
See which visits are complete, what is still outstanding and how far the whole installation project has progressed towards handover.
A multi-day installation stays clear, while every visit keeps its own schedule, technicians and progress.
One installation project.
Every visit in view.
Because every visit sits under the same installation project, you see both the next scheduled slot and the progress of the whole project. The office and the technicians know what is done, what is outstanding and which step follows.
- Every visit for an installation under one project
- Several technicians deployable on the same installation project
- Progress visible per visit and for the whole project
- Records, photos and materials used kept with the project
How to plan installation work
across several visits.
From accepted installation job to handover, the project stays one whole. Every visit has its own schedule, technicians and progress, while the office keeps sight of the entire project.
Record the installation project
Record the job, customer, site, installation and the work to be carried out within one installation project.
Split the project into visits
Divide the project into separate visits for preparation, assembly, commissioning and handover.
Schedule technicians per visit
Link the right technicians to each visit and deploy several of them on the same day or site where needed.
Follow progress and hand over
Track the status per visit, absorb any overrun into the schedule and close the whole project with the handover.
From installation to
maintenance and invoice.
Installation planning works together with the modules that support the job during and after handover. Visits, work carried out, follow-up maintenance and administration all stay connected.
More questions about installation planning?
Installation planning brings a full installation job, the separate visits, the technicians involved and the progress together within one project. What is scheduled, what has been done and what is still outstanding all stay visible.
Yes. You can split an installation project across several days. Each day or phase gets its own visit with a date, schedule, technicians and current status.
Yes. Split preparation, assembly, commissioning and handover into separate visits. The visits keep their own schedules while staying connected to the same installation project.
See work orders & projectsYes. You can schedule one or more technicians per visit. It is then clear which technicians are expected on site and which phase of the project they are involved in.
Yes. You see per visit what is scheduled, in progress or complete. It also stays visible how many visits are finished and which work is still outstanding before handover.
See scheduling & techniciansThe remaining work can be moved to a following visit or a new date. Work already recorded stays with the installation project, so the connection is not lost.
Yes. On a mobile device the technician can view the job details, site, planned work and information from earlier visits, and update them while working.
During the demo we discuss how you plan installation work today and show how Syncentra brings projects, visits, technicians and progress together through to handover.