Capacity, quota, and booking

Oracle Field Service helps you easily configure your service model to meet operational efficiency, cost management, and customer experience goals. Set capacity thresholds to ensure that the ideal balance of field resources is available to support the expected number of appointments/service events booked each day. Configure quota to accurately judge how many jobs can be completed based on resource availability, skill sets, work zones, and worker classification. Oracle Field Service also sends this information to your external booking system to provide real-time availability for scheduling in your defined timeframes.

Oracle Field Service’s capacity management capabilities enable real-time appointment bookings based on the resources available to you right now—not a best guess or estimate. You’ll see how much work can realistically be completed, based on available employees, required skills, the type of work needed, and geographic areas.

Select the booking methodology best suited for your field service organization—direct assignment, quota-based, availability-based, or planned capacity—and Oracle Field Service will intelligently tune itself to your business.

This insight into field capacity is backed by Oracle Field Service’s powerful, predictive engine, so you can manage workforce capabilities and customer expectations in tandem.

If your field operations fluctuate due to seasonality or other factors, you can adjust quotas to prioritize certain types of work, add cost-effective contractors during peak demand, and update your settings to prevent overbooking appointments or underutilizing resources.