Scheduling software for your whole team. Right down to travel time.
Plan by day or by week, per person or per crew. You see the travel time between jobs, who is on the road and who can take a job. And customers pick their own slot with a booking link.
How scheduling works in stipt.From waiting job to booked visit.
The office plans on the board, your people in the field see their day on their phone. Everyone looks at the same schedule.
Day view
Your team's whole day on one board.
Every person, van or crew is a lane. Between two jobs the travel time sits as its own block, so you see what really fits in a day. Who is on the road or already on site shows as a dot on the job.
- One lane per technician, van or crew
- Travel time between jobs right on the board
- On the way, on site and done, reported from the phone
Week view
The whole week at a glance.
The week shows what each person has booked and where there is room left. Jobs that still need a slot sit in the planning bar on the left, the longest waiting at the top. Pick one, browse to the right day and drop it in.
- Waiting jobs lined up in the planning bar
- Search by name, stipt ID, postcode or town
- Week numbers, and one key back to the day
Map
See right away if someone is zigzagging.
Open the map next to the board. Every person has their stops in their own colour, numbered in the order of their day. Jobs that still need scheduling show as grey circles, so you see who is nearby.
- Stops per person, in the colour of their lane
- Open jobs on the map before you schedule them
- Coverage per postcode area: where is work without a technician
Appointment types
The right job for the right person.
An appointment type knows how long a survey or an installation takes and what it needs. When you pick someone, you see who fits and why the others don't. Pick someone else anyway and stipt warns you first. You decide.
- Duration per appointment type, and pace per person
- Skills and service area per person
- A warning when the drive between two jobs doesn't fit
Customers book themselves.At the moment that works for everyone.
With smart planning the customer gets a link with the best moments, calculated live from availability, travel time, skills and service area. What they pick lands straight in the calendar, and the record moves on to the next status.
The best moments
Calculated live from availability and real travel time, plus skills and service area if you require them. The customer picks from a handful of moments.
Greenest and fastest option
A label on a moment helps the customer choose, such as Greenest or Fastest option.
Survey and installation in one link
The customer picks the follow-up right away. stipt makes sure survey and installation line up.
Planning rules you set
Installations only in the morning, Friday kept free for snags: as a hard rule or as a preference.
Never a dead link
If stipt has nothing to offer, the link does not go out and the planner gets the record instead.
A reminder if they do not pick
A rule in Studio sends a reminder after a few days, only while the link is still open.
One appointment, several records
Solar panels and a home battery for the same customer? One link, one visit, and stipt works out the duration.
Automatic or one click
The link goes out on a status change, through a rule or by hand from the record, by email or WhatsApp.
Everything for scheduling.Including what you only notice once you use it.
The things that save a planner time every day: who mails the customer, how a visit goes and when someone works.
Email the customer or not
When you book, move or cancel a job, you choose which email the customer gets, or none. The email that belongs to the appointment type is already selected.
Visit status
Your colleague reports on the way and starts the visit on their phone. If it doesn't go ahead, they pick a fixed reason.
Availability
A working week per person, with days off and extra open days. Your people pass on exceptions themselves in the portal.
Also in stipt.Scheduling works with the rest.
Frequently asked questionsAbout scheduling.
Can customers book their own appointment?
Yes, with a booking link. The customer sees a handful of slots that fit your schedule, worked out live from working hours, travel time and the right technician. They pick a time window and add the appointment to their own calendar with one button. You switch smart planning on per appointment type.
How does stipt work out travel time?
stipt works out the drive between the addresses of your appointments. On the board the drive between two jobs sits as its own block, and smart planning always uses real travel time. Put a job between two others where the drive doesn't fit, and the calendar warns you.
Do I have to use smart planning?
No. You switch smart planning on per appointment type. Planning by hand always works: pick up a job and drop it on a free slot. If that falls outside someone's hours, skills or service area, stipt warns you, and you can always go ahead.
Can customers reschedule or cancel through the booking link?
No. A booking link is for one booking and shows the confirmation after that. If the customer wants another time, the office moves it in the calendar and chooses whether the customer gets an email about it.
Does the schedule sync with Google Calendar or Outlook?
There is no sync that moves appointments back and forth: the schedule lives in stipt. Customers add a booked appointment to their own calendar with one button, and your people see their appointments in the portal on their phone.
Can technicians pass on their own availability?
Yes. The office sets the working week. Days off, blocked time and extra open days your colleague adds in the portal, and the office can fill them in too. Smart planning never offers anything outside working hours or during blocked time.
Does stipt have a scheduling app for technicians?
Yes. Technicians see their appointments in the stipt portal on their phone, which installs as an app with Add to Home Screen. There they also fill in the work order and enter days off and blocked time.
What is the difference between stipt and a standalone scheduling tool?
A standalone scheduling tool only knows the appointment. In stipt every appointment hangs on the customer's record, with the quote, email and work order alongside, and a rule can handle the follow‑up after the appointment, such as an email or a task.
From the knowledge base
Want to see your schedule in stipt?
We set up a demo with your appointment types and show how the day, the week and the booking link work for you.