Representative Solution

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.

Discuss a Similar ChallengeRepresentative concept — not a customer case study
The Business Challenge

When the Process Outgrows the Tools.

The current environment

Manual schedulingPhone calls and textsPaper timesheetsManual mileage logsExpenses by email

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.

Current State

How It Often Works Today.

  1. 01

    Schedule in a spreadsheet

    Version control
  2. 02

    Assignment by phone or text

    Unclear ownership
  3. 03

    Hours on paper

    Manual work
  4. 04

    Mileage in a manual log

    Manual work
  5. 05

    Expenses submitted by email

    Waiting
  6. 06

    Re-typed for payroll & reporting

    Duplicate entry

Every step works in isolation. The friction lives in the gaps between them.

A Better Way

What a Connected Process Could Look Like.

Digital schedule & assignmentsMobile access for employeesTime, mileage & expense captureConnected office-side processOperational reporting

One purpose-built solution — designed around the business process

Conceptual Application

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 interface
Entirely fictional information. A concept of how scheduling, assignments, mobile activity, time and mileage could connect in one platform.
How It Could Work

The Operational Architecture.

  1. 01

    Coordinators & field employees

  2. 02

    Operations platform

  3. 03

    Scheduling & assignment workflow

  4. 04

    Assignment rules

  5. 05

    Time, mileage & expense data

  6. 06

    Operational reporting

Potential Capabilities

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.