ControlBoard®
1-203-529-1212 Book a demo

Scheduling

Every job's needs and every person and machine, on one board

ControlBoard® schedules labor, crews, equipment, subcontractors and material on one board, against what each job needs. See the schedule by job, by person or by crew; a person or machine scheduled twice is marked at once, and capacity shows in every column. Everyone looking at the board sees each change as it is made.
Book a demo Take the tour
Job board: each job's open needs, scheduled hours and the crews on it, day by day, with capacity across the top

What you decide with it

Decisions you make with it, not after it

Open needs across jobs: crews, people, equipment and material each job still needs, by priority

Who fills each open need

Each need says what a job is waiting on, how many and for which days. Drop a person or machine on it, and the board shows what is still open.

Resource board: people down the side and the jobs they are scheduled on across the week

Who is free, and who is scheduled twice

The resource board lists each person and machine by day, with time off in view. A day scheduled in two places is marked before anyone drives to the wrong job.

Job timeline: each job's span with scheduled, forecast and actual hours against weekly capacity

Which job can move a week

The timeline shows whole jobs as bars, with capacity beneath. Slide a job and its scheduled work and needs move with it, or try the move as a draft first.

How it works

How it works

  1. Jobs and resources come in

    Jobs, people, equipment, crews and subcontractors come from your accounting system, the import workbook or the API. A new job or resource can be added from any schedule page without leaving it.

  2. Needs set the target

    Each job lists what it needs by type, for a window, by hours or by quantity, priced from the rate card. A need counts only the days the job’s shift works and skips company holidays.

  3. The board warns as you drop

    Drag a person or machine onto a job’s day, or a job onto a person’s day. A conflict is marked at once, and where a job needs a license, the board warns before someone without it lands there.

  4. Everyone works on the same board

    Each change shows for everyone looking as soon as it is saved, so two schedulers never hand out the same machine. Undo takes back a recent change, and the history is kept.

A crew schedule, not a project schedule

A project schedule sequences tasks. A labor and equipment schedule answers a different question: which person and which machine are on which job, on which day, and what is still missing. ControlBoard keeps that answer on one board, with its history, so last month’s schedule is still there when someone asks where a crew was.

In the field

Each person sees it on the phone

ControlBoard Field shows each person their own jobs, who else is on them, the start and the directions. Supervisors can also schedule from the phone.

About ControlBoard Field
ControlBoard Field: my schedule for today with directions and Punch In

At a glance

Scheduling in ControlBoard®

Facts
PlatformsWeb; ControlBoard Field for iPhone and Android
What it doesSchedules labor, crews, equipment, subcontractors and material against each job’s needs
Who uses itSchedulers, dispatchers and project managers
Works withQuickBooks Online, Sage Intacct, the import workbook and the ControlBoard API

Updated

“Very helpful staff”

We use this software for our scheduling. It is easy to see every crew and resource and job on the same menu which really helps us put together schedules for the next few weeks.

Brenden V, PresidentProMax Fence
Capterra review, 03/05/2022

It stays in step with

QuickBooks OnlineCustomers, jobs, employees and vendors come in from QuickBooks Online; approved hours go back as time activities. Sage IntacctProjects, employees and their customers come in from Sage Intacct; approved hours and chosen project fields go back. Sage 100 ContractorA small read-only agent on your own server brings Sage 100 Contractor clients, jobs and employees in, on a schedule you set. AcumaticaProjects, customers and employees come in from Acumatica, so the schedule starts from the jobs your books already hold. ComputerEaseJobs, employees and the job-cost ledger come in from Deltek ComputerEase, read through its API on a schedule. DeltekProjects, firms, contacts and employees come in from Deltek, so the schedule runs on your Deltek projects. MaestroCompanies, jobs and employees come in from Maestro; approved hours go back as a Maestro payroll file. ProcoreProjects, cost codes, people, vendors and equipment come in from Procore, so field scheduling runs on your Procore projects. Google CalendarThe schedule goes to Google Calendar as events and stays in step as the board changes. Microsoft OutlookThe schedule goes to Outlook calendars through Microsoft 365 and stays in step as the board changes. Import workbookAny system's lists come in through one Excel workbook, checked before anything is saved; every list exports back in the same shape. ControlBoard APIYour own software loads jobs, people, equipment, the schedule and time, and reads them back, with the same checks as the import workbook.

Questions people ask about scheduling

How does ControlBoard® schedule labor and equipment across jobs?How does ControlBoard® track what each job needs in labor, equipment and material?How does ControlBoard® show jobs, people and equipment on a map?How does ControlBoard® keep track of our employees, equipment and other resources?

Common questions

Can ControlBoard schedule labor and equipment on the same board?
Yes. People, crews, equipment, subcontractors, plants and material are all resources on one schedule, and a resource scheduled on two jobs the same day is marked as a conflict as soon as it is dropped.
How does ControlBoard show what a job still needs?
Each job carries needs: so many of a type, for a window. Open needs sit on the board beside the work already scheduled, and dropping a person or machine on a need fills it.
Can several schedulers work on the ControlBoard schedule at once?
Yes. A change appears for everyone who is looking as soon as it is saved, so two schedulers do not promise the same machine. Undo takes back a recent change, and the history shows who moved what.
How do we get our jobs and people into ControlBoard?
From your accounting system, or from a spreadsheet through the import workbook, which checks every row before anything is saved. We can also load your spreadsheet with you, usually the same day.

More of ControlBoard

Dispatch and the field

The schedule to every phone by text, email or app, replies on the job's thread, trips and moves.

Time and payroll

Punch or type hours, the foreman's crew sheet, the office week, approve and lock, the payroll file.

Job cost

Budget, cost to date, committed, scheduled, cost to complete and projected final, by cost code.

Labor planning

Forecast hours and heads per job, the company labor plan, plan health and the booklet.

Equipment and compliance

Licenses and certifications, service plans, GPS, rentals with return due, and the tool crib.

Forms and daily logs

Your own forms and permits, the hazard library, and a daily log for every job-day.

Project management

RFIs and submittals with ball in court, job documents, and My PM work across every job.

Bid to schedule

HeavyBid, B2W or Excel bid in, lines mapped to work packages, budget and needs built in one step.

Assistant

Answers from the help and your company's data, a brief for each screen, and forms from paper.

See ControlBoard® on your own jobs

A 20-minute call, then a demo built on your jobs, people and equipment. Your accounting system stays where it is.

Book a demo See pricing