How can a company manage maintenance, and asset service history with greater efficiency? With a focus not on team members, their skills, locations, and availability, the Equipment Planner Board looks at things squarely from the perspective of the equipment a company is responsible for.

Shepherd’s Equipment Planner Board brings a new level of clarity and control to service scheduling: this time with the focus placed squarely on the equipment that needs attention, rather than the technicians performing the work. Designed for Service Managers, it introduces a range of functions that make planning faster, smoother, and far more efficient.

Where the traditional Technician Planner Board centers around personnel availability, the Equipment Planner Board starts from the other side of the equation: what needs to be serviced. When a maintenance task is required, the built-in Resource Plan helps Service Managers see whether the time required for the job aligns with the availability of qualified technicians. This ensures every assignment is both realistic and achievable.

To keep things manageable, powerful filters allow users to focus on only the most relevant equipment records, avoiding endless scrolling. On the right-hand side of the interface, Service Managers can view all available technicians, group them by service type, zone, or skill, and switch between these groups effortlessly. There is also a feature that shows the time needed, or done, split by technician specialty. 

Being the Equipment Planner Board, there is also the means to accurately record the downtime an asset may experience as a result of maintenance work (or breakdown): something that is crucial in any cost-benefit analysis.

Service orders can be created directly from the Planner Board, and when they are, a Sales Order is automatically generated alongside them. To match every organization’s workflow, both forms can be fully customized so that the fields, structure, and priorities reflect exactly what matters most to that company.

Finally, as with other parts of Shepherd, the user interface is highly configurable. From the data chips displayed, to terminology, to color coding, the Planner Board can be tailored for both personal preference and professional precision, turning complex scheduling into a clear, streamlined process.