With Shepherd’s latest update, the Planner Board has been refreshed to give service managers and technicians a more powerful, flexible scheduling experience. The familiar structure remains intact, but the design is sharper, and most importantly, new functions make it easier to manage recurring visits and access key NetSuite items that were previously several clicks away.

The Technician Planner now includes both a Work Week View and an All Technician View. In Work Week View, you get a clear picture of each technician’s schedule, including tasks, bookings, and events; all customised by filters to show only what matters most. Switch to All Technician View and you can see the bigger picture across your whole workforce, with the option to create custom views that spotlight exactly the details you need.

Creating service orders is also faster and more flexible. The Service Order Form lets you customise mandatory fields to match company requirements. These details flow seamlessly into corresponding service and sales orders, streamlining the entire process. Following on from that the Service Order Planner lets you organise and view existing, and pending Service Orders as you need them to be.

Recurring work is handled smarter, too. With the new Event Creation Form, managers can easily set up daily or weekly recurring events, avoiding the repetitive task of entering each one manually, which also reduces the risk of mistakes.

Teams benefit as well: the Crew Planner provides a timeline view of all crew assignments, making it easy to see availability, track trips, and balance workloads.

Finally, the Push function ensures you’re always looking at the most current data. Updates from the field or the office appear instantly, giving you real-time accuracy when planning and managing work.

The result: a cleaner, smarter, more efficient way to keep your service operations on track. And if you have received the latest release, Planner Board V3 is ready to be activated within your system.