Schedule.It Review

Schedule.it is a resource scheduling solution that can be used to plan employees, facilities, training courses, equipment, and more. The system is suitable for businesses of all sizes and can be hosted in the cloud or installed on-premise on Windows desktops. Schedule.it’s drag-and-drop interface allows users to create, edit, move, and reassign events across multiple resources and employees, offering full visibility into all resource availability.
Automatic checks detect availability issues, skill mismatches, or double bookings, with built-in conflict resolution tools. Automatic skill matching can be used to assign employees to job roles or trainers to courses. Employee, client, contractor, trainer, and delegate details are stored in a centralized database, and documents can be stored in the system and linked to job positions.

SCHEDULE.IT – TUTORIAL

SCHEDULE.IT – FEATURES

• Powerful views and layouts: display the entire workload in a timeline view for 1 day or up to 1 year, or use Kanban boards, traditional monthly/weekly/daily calendars, simple lists, Gantt charts, or a map view showing all resource locations and scheduled work. Choose and switch between views based on your needs.

• Quick and easy drag-and-drop scheduling: add, edit, move, and reassign events with a single click or drag of the mouse. Fast resource allocation and easy schedule updates save hours, while the assistant prevents overbooking and ensures all critical skills are covered.

• Tagging and categorizing events: know who’s working on what, who it’s for, and what’s needed. Tag people, clients, job types, required equipment, order status, payment status, and more using unlimited tags. Add any resource and tag it quickly by typing or selecting from a list.

• Get instant reports on any resource or event: fully customizable reports for timesheets, order forms, booking sheets, job cards, and more. Easily view usage and other statistical insights for scheduled resources. View online or export to tools like Excel.

• Access anywhere on any device: use it on any device with the desktop software, web access, and mobile apps. You can also sync with tools like Outlook, Google Calendar, Apple iCal, and more.

• Unlimited event history and audit logs: track who did what and when. Full event history and audit logs for all people, clients, and other resources. Once scheduled, a task is never lost and is always available for viewing and reporting.

• Workflow automation and external integrations: automate manual tasks and save hours. Integrate and share your schedules and resources with tools you already use. Receive alerts, reminders, and scheduling updates in your preferred communication tools. Share scheduling data with other software and services.

• Scheduling and dispatch app: allow staff to view and update all scheduled work from any location and device. Check in on arrival, send real-time updates to the office during work progress, request a client signature for job satisfaction, and check out on departure.