Connect the Schedule to the Work.
Organizations managing field or service employees may coordinate schedules, assignments, hours, mileage, expenses and notes through separate tools or manual processes. A purpose-built operations platform could connect those activities.
When the Process Outgrows the Tools.
The current environment
Coordinating a field or service workforce means moving information in every direction — schedules to employees, hours back to the office, mileage and expenses to payroll, and notes to whoever needs them next. When each of those lives in a different tool, the schedule and the work drift apart. A purpose-built operations platform could connect scheduling, assignments, time, mileage, expenses and notes into one operational picture.
How It Often Works Today.
- 01Version control
Schedule in a spreadsheet
- 02Unclear ownership
Assignment by phone or text
- 03Manual work
Hours on paper
- 04Manual work
Mileage in a manual log
- 05Waiting
Expenses submitted by email
- 06Duplicate entry
Re-typed for payroll & reporting
Every step works in isolation. The friction lives in the gaps between them.
What a Connected Process Could Look Like.
One purpose-built solution — designed around the business process
A Concept of the Working Environment.
A possible approach — what Marketence could build around this process. It doesn’t exist yet, and yours would be designed around your business.
Operations Platform — Weekly Schedule
Conceptual interfaceMon
A. Reyes
Harborview Facility
8:00 – 12:00
J. Chen
Northgate Residence
6:00 – 14:00
Tue
M. Okafor
Cedar Park Office
8:00 – 12:00
Wed
A. Reyes
Northgate Residence
6:00 – 14:00
L. Whitfield
Harborview Facility
6:00 – 14:00
Thu
J. Chen
Cedar Park Office
8:00 – 12:00
M. Okafor
Westbrook Site
6:00 – 14:00
Fri
L. Whitfield
Harborview Facility
8:00 – 12:00
Employee — mobile view
Northgate Residence
Today · 8:00 – 12:00
Hours
4.0
Miles
18.4
Notes
Added
The Operational Architecture.
- 01
Coordinators & field employees
- 02
Operations platform
- 03
Scheduling & assignment workflow
- 04
Assignment rules
- 05
Time, mileage & expense data
- 06
Operational reporting
What a Solution Could Include.
Manage
- Employee profiles
- Client profiles
- Scheduling
- Assignments
Automate
- Notifications
- Time & mileage capture
- Assignment updates
Connect
- Mobile access
- Office-side process
Analyze
- Hours & mileage reporting
- Operational reporting
Control
- Notes & records
- Approval of hours & expenses
What Would This Look Like for Your Business?
Your process will be different. Your systems will be different. Your requirements will be different. That’s the point — Marketence builds around the business.