Call Planning
Tool
Service Call Planning So Easy That You Can Do It From Your Couch
Effortlessly generate call plans for all your technicians.
Whether it's for cleanings, service calls, or preventative maintenance, our system can help you map out the most efficient routes to save both drive time and fuel.
Plus, you can easily reuse previously created routes through our customizable templates and assign them to your techs in just a few seconds.
Software For Draft Service People, Designed By Draft Service People.
Search through your establishment list to see which lines are due or overdue for cleaning.
Create a call for that establishment (one click).
Check the map to see which other establishments nearby are due. Add them.
Build a call plan for a tech in only a few minutes.
If this is a route you usually run, save it as a template and reuse it in seconds.
Then, once you have added all of the tech's calls, you click the Send Plan button, and your tech will receive an email with all of each call's details. If you forget to send the plan, the system will automatically send it the afternoon of the day before.
- establishment address with Google map link
- contact details
- what type of call is it - clean, service, preventative maintenance
- details of the call: lines to clean, what type of clean
When your tech arrives, they click Start Call in the email, and it checks them into the call.
Once finished, click Finish Call, then upload any images, add notes, and add any parts or services they sold.
All the details of each call are stored on the website, allowing you to view a comprehensive record of what transpired.
If you subscribe to our Tap Trackers Line Cleaning Tracking program, you can add the Call Planning Tool for only $5 per tech per month.
If you do not subscribe, each technician is $19 per month.