Calendar Planning

Calendar Planning is an automated planning service that enables you to build multi-day routes for regular visits to locations (retail outlets, enterprises, offices) by mobile employees.

The frequency of visits, minimum interval between them, and other parameters are set for each individual location. With Calendar Planning, visits to locations are distributed among mobile employees by days.

Advantages of Calendar Planning

Calendar Planning helps you:

• Optimize the number of employees required to perform the work.
• Organize the even and predictable staff workload.
• Reduce the traveling time for employees.
• Optimize territory distribution among employees.
• Automate routine planning tasks.

Where Calendar Planning is used

Calendar Planning proves effective when organizing the work of:

• Merchandisers and sales representatives.
• Bank representatives.
• Insurance agents.
• Field engineers maintaining stationary equipment at enterprises or residential buildings (internet service providers).
• Utility and cleaning staff.

What you need to start planning

To start using Calendar Planning, prepare the information:

• About locations: geographical location, frequency of visits, duration of service.
• About mobile employees: work and rest time, preferred work areas.

You can start planning with a minimum set of source data, gradually expanding your coverage and adjusting the settings to take into account the specifics of your tasks.