FieldEx is a platform that merges asset management and field service operations into one system. For Planners, it's the central hub to coordinate technicians, schedule jobs, manage assets, and ensure smooth service delivery.
This article explains the day-to-day role of a Planner in FieldEx, including:
Their responsibilities across assets, jobs, and schedules
Key modules and tools they’ll interact with
Why Planners are critical to uptime, efficiency, and service quality
What Does a Planner Do in FieldEx?
Planners act as the control centre of operations. They ensure:
Technicians are assigned efficiently and appropriately
Jobs are well defined, correctly linked to assets/sites/customers
Spare parts and tools are available at the right locations
Preventive maintenance tasks are scheduled proactively
Checklists and inspections are completed digitally
They are also involved in updating asset conditions, reviewing completed work, and ensuring job templates match operational requirements.
Key Modules and Tools Used by Planners
Planners typically work across these FieldEx modules:
Module | Planner Responsibilities |
Jobs / Work Orders | Create, schedule, assign technicians, monitor job progress |
Assets | Register new assets, track condition, assign locations, review history |
Checklists | Apply inspection templates, review results, trigger follow-ups |
Inventory | Track spare parts, manage technician bins, ensure stock levels |
Technician Calendar | View availability, adjust task load, balance team workloads |
Sites / Customers / Projects | Link jobs to operational context and service history |
Why the Planner Role Matters
Planners make the difference between reactive firefighting and proactive field service. By managing schedules, assets, and spare parts effectively, they:
Minimise technician idle time
Prevent asset failures with timely maintenance
Ensure jobs are completed with the right parts and checklists
Keep customers informed and satisfied with reliable service
Tip: The Planner role in FieldEx can be tailored using role-based access rights. You can limit or expand visibility depending on your internal policies. |