Visualize Skill Matching and Suitability

What is the Best Day and Crew for this Work Order?

When you have complex staff and equipment requirements for a job, you need a way to quickly see which of your potential dates most closely match your job’s criteria.

Here, a small instance of DayBack is embedded on the work order. DayBack is picking up skill, location, and duration requirements from the Work Order and showing those days where a crew is available and matches some or all of the order’s criteria.

This means schedulers can find a date for the job without leaving the work order. And they’ll know they’re picking the correct day since they can see all four categories of suitability displayed on each potential day.

The green day above is a perfect match. The orange day has a crew available, but they are scheduled in the wrong zip code earlier in the day, and they are only a partial skill match.

The blue date has a crew with a good skill match and enough time to do the job: they are just scheduled in the wrong zip code. Hovering over the day would show you exactly how far away they are from this job, and when their five and a half hour window of work opens up.

Making the Invisible Visible

DayBack can use facts of the Work Order (or Opportunity) to filter your availability calendar. But as we see here, it can also surface the tradeoffs that come with each potential slot. Ranking (color coding) each slot so schedulers can make an informed decision.

Some customers might choose to eliminate dates that have a partial skill match. Or use drive times instead of zip codes to find the jobs already scheduled nearby.

DayBack is highly customizable, and almost every customer approaches this differently. But they all want to be able to make a scheduling decision right here, without consulting another app and without having to wonder if they choosing a suitable crew. DayBack can surface all the information they need to make these decisions from anywhere in your Salesforce org.

Need more? Checkout the examples and videos here: Scheduling Recommendations in Salesforce.