Scheduling and the diary
Find a slot that's on the way.
OnPoint knows who's free, who holds the right ticket and who's already nearby. It offers the times that add the least driving, and warns you about clashes and holidays while you choose who to send.
14 days free, no card. Then £19 a month for you and £9 for each person you add.
61 Otley Road, LS6 · Tuesday 13 October
Free times, best first
Not offered
- Marc Hill on approved leave to Fri 16 Oct
- Leah Grant doesn't hold Gas Safe
Who's going
Checked against the diary as you choose
Dan Price is free then. This slot adds 5 minutes to Dan's driving.
Pick a job, a slot and who's going. The ranking is what orders the times on your booking page, the other times you offer when a request doesn't suit, and who to send when you confirm one. The clash and holiday checks run on every appointment you book.
01The diary
Five ways to look at the same diary.
Day, week, month, list and map are views of one diary, so a job moved in one has moved in all of them. Each view can be switched on or off per role, so an engineer's diary doesn't have to be the office's.
The whole team's day on one grid, side by side where jobs overlap. Tap an empty slot to add a job.
Tuesday 13 October
Annual service
08:00 · Sam Carter
Gas safety record
09:30 · Harrow Lettings
Boiler repair
13:00 · Joe Brennan
DPDan Price
Annual service
08:30 · Ruth Adeyemi
Gas safety record
10:00 · Harrow Lettings
Breakdown
14:00 · The Crown
PSPriya Shah
EICR
08:00 · Mill Studios
LGLeah Grant
Fault finding
13:00 · Anna Kowalski
LGLeah Grant
The map shows where each engineer was last seen, never a live feed: “Positions come only from work: On my way (once they've left home) and finishing a job. Nothing is tracked in between, and nothing older than a day is shown.”
- A job for one person, or a team going together
- Holiday requests from the calendar, and approved leave on the day
- Two-way sync with your own Google Calendar, and a one-way feed for Apple and Outlook
Your diary
Annual service
08:30 to 09:30 · Dan Price
Grace Okafor · 27 Larch Avenue
Window from
08:00
Window to
10:00
What Grace gets
The confirmation email and her portal show the same window. Dan still sees 08:30.
02Arrival windows
Tell them a window. Keep the real time.
“Between eight and ten” is a promise you can keep when the first job overruns. The engineer's diary keeps the exact slot; the text, the email and the portal show the window.
- Set per appointment, so you only use it where it helps
- Send the booking text as you save, or save without sending
- Plan route leaves jobs with a window where they are
03Plan route
Put one engineer's day in driving order.
Plan route suggests a better order for one person's jobs using road drive times, and fits them back into the same slots. You see the drive now against the drive suggested. Nothing moves until you press Apply new times.
- One engineer's day at a time, from today on, up to 11 jobs
- Starts from their base postcode, if you've set one
- Jobs with an arrival window, or booked by the customer, keep their time
Plan route
Priya Shah · Tue 13 Oct
Suggested
1 h 12 min · 31 mi
Now
1 h 31 min · 38 mi
Driving time from LS6 3HN and back again.
Suggested order
- 1
Annual service
Ruth Adeyemi · 22 Kirkstall Lane
08:30 to 09:30
- 2
Gas safety record
Harrow Lettings · 5 Brudenell Grove
09:45 to 10:45
Arrival window - 3
Gas safety record
Anna Kowalski · 4 Mill Lane
12:30 to 13:3011:15 to 12:15
- 4
Boiler service
Tom Price · 9 Allerton Grove
11:15 to 12:0012:30 to 13:15
- 5
Breakdown
The Crown · 18 Harrogate Road
14:00 to 15:30
Booked by customer
No times change. The day already runs in this order, or every job keeps its time.
Tick Keep time on a job and it stays where it is. It plans one person's day, not the whole team at once.
04Keeping the customer in the loop
They hear what you choose to tell them.
A reminder the day before, if you want one. And when a visit moves, OnPoint asks before it tells anyone, because plenty of moves are agreed on the phone.
Upcoming visits
A nudge the day before, so nobody's out when the engineer turns up.
Remind customers the day before
The date, the time or arrival window, who's coming and a link to the details. Confirmed visits only, and one reminder for a job that runs over several days.
Send by
Send at
17:00
Off until you switch it on. Nothing is sent the day before until you do.
Let Grace Okafor know it's moved?
Asked after you change the date, time or window.
- Was
- Tuesday 13 October, between 08:00 and 10:00
- Now
- Wednesday 14 October, between 10:00 and 12:00
Both pieces are the product's own wording. Texts come from OnPoint's own number and always name your business. More in reminders.
05Repeat visits
The annual service, booked as you book this one.
Set Repeats on the appointment and it becomes a service plan. Each visit goes in the diary four weeks before it's due, with the same time and engineer, or waits on a list for you to agree a day.
More about service plansNew appointment
Repeats
Every year
Ends (optional)
Keeps going
Each visit is booked four weeks ahead with the same time and engineers; the engineer is told and the customer gets the usual confirmation email. Change it later from Service plans.
Service visit booked for you
Annual service on Wed 13 Oct at 08:30
Works with the rest of the day.
The diary is where the rest of OnPoint meets: bookings come in, texts go out, and the job goes to the phone.
Built for gas engineers, heating engineers, plumbers, electricians, property maintenance teams and air conditioning engineers. Moving from another app? See how OnPoint compares.
- Service plansAnnual services and maintenance contracts that book themselves.
- Online bookingLet customers pick from the times you can honour.
- Tracking and the team mapOn my way texts, and where each engineer was last seen.
- RemindersDay-before texts, renewals, quote follow-ups and chasing.
- Timesheets and holidaysClock-ins, holiday requests and the leave the diary checks.
- The engineer's appThe day's jobs on the phone, with or without signal.
- Roles and permissionsWhich views and which jobs each person can see.
Every feature is on the one plan. See pricing
Questions about the diary.
Anything else? Ring +44 7884 697405 or email us.
What is OnPoint's scheduling?
OnPoint's diary is where a trade business books and moves its team's jobs. It has day, week, month, list and map views, checks clashes and approved holidays while you choose who to send, ranks the times it offers by the driving each one adds, and sends the customer the booking by text or email.
Will it stop me double-booking an engineer?
It warns you as you choose. Anyone already booked at that time shows "Clashes with 1 job", with the job and the customer named, and anyone on approved leave shows "On holiday". You can still book them if you mean to. A job ending at 11:00 and one starting at 11:00 aren't a clash.
How does it decide which times to offer?
First it keeps only the times you can honour: working hours, approved leave, what's already booked, the skills the service needs, your service area, your notice period and how far ahead you take bookings. Then it puts them in order, best first, mostly by the driving each one adds to that engineer's day. Those are the times on your booking page, the other times you can offer when a request doesn't suit, and the order of who to send when you confirm one.
What about jobs that last more than a day?
They aren't offered as slots, because a job spanning days needs planning. You pick the days and who's going, and every day is checked for clashes and leave. Weekends are left out unless you tick Work through the weekend.
Can it plan an engineer's whole day?
Yes, one engineer's day at a time, from today on, up to 11 jobs. Plan route suggests a better order using road drive times and fits the jobs back into the same slots, starting from their base postcode if you've set one. You see the drive now against the drive suggested and can open it in Google Maps. Nothing moves until you press Apply new times, and jobs with an arrival window, booked by the customer or set to Keep time stay where they are. Then it asks whether to tell the customers.
Can I give customers an arrival window?
Yes. Tick "Give the customer an arrival window" on the appointment. The engineer's diary keeps the exact time, and the customer's text, email and portal show the window, for example between 08:00 and 10:00.
Does it remind customers the day before?
Once you switch it on. It starts off. "Remind customers the day before" sends the date, the time or arrival window, who's coming and a link, by email, text or both, at the time you pick (17:00 unless you change it). It goes for confirmed visits only, and once for a job that runs over several days.
Does the customer hear when I move a visit?
Only if you say so. After you change a visit's date, time or window, OnPoint asks whether to let the customer know, with the old time struck through beside the new one. Tell them sends it; Not now sends nothing.
Can I see where my engineers are?
The map view shows where each engineer was last seen, not a live feed. Positions come only from setting off to a job with On my way and from finishing a job, and nothing older than a day is shown. The map is for owners and managers, or anyone you switch it on for.
Does it sync with Google, Apple or Outlook calendars?
Google, two ways. Each person connects their own Google Calendar: their OnPoint jobs appear in it, moving one there moves it in OnPoint, and busy time from their own calendar shows on OnPoint's diary and warns you before you book over it. Deleting the event in Google doesn't cancel the job. Apple and Outlook calendars get a one-way feed instead, so changes made there don't come back.
Does the diary work without signal?
Yes. The day's jobs are on the phone, so an engineer can open them and complete them with no signal, and it all goes up when they're back in coverage. Setting up a repeating visit needs a connection.
What does it cost?
£19 a month for you and £9 a month for each person you add, with every feature and no contract. You get 14 days free first, with no card needed. Or pay yearly: £228 a year for you and £108 for each extra person.
Put next week in it.
Add your team, their hours and next week's jobs, and see which times it offers first. 14 days free with no card, then £19 a month for you and £9 for each person you add. Or pay yearly: £228 a year for you and £108 for each extra person.