Click Field Service Edge

Leading Field Service Management Software for Organizations

Click Field Service Edge (CFSE) is an innovative, market-leading field service management software solution, offered in a modular fashion to meet the needs of a wide range of organizations. CFSE is available in 4 editions, Essential, Professional, Professional Plus and Ultimate, reflecting different base levels of capability. These editions are supplemented by additional modules. This gives field service organizations the flexibility to adopt the features and functions they need, and to expand as and when their business requirements evolve.


Essential Edition

Field service automation for visibility and operational control of the field workforce


A service provider’s journey to improve field service efficiency typically begins with gaining visibility and operational control of service operations and the associated costs. Click Field Service Edge Essential Edition is ideal for organizations looking for an intuitive way to manage field resources’ calendars and availability, and ensure that the right resources with the right skills are being sent to the right places. Dispatchers manage field resources’ skills and availability, receive work from a variety of back end systems and assign work accordingly.

When unexpected events arise, dispatchers receive alerts, identify qualified candidates on a Google Maps interface and assign the nearest technician with the right skills to the job site. If there is a shortage of resources in one area, schedulers can shift resources around to ensure appropriate coverage of the incoming jobs. Pre-configured rules and parameters, which can be unique to each line of business, region, or district, ensure dispatchers are presented with the optimal choices regarding resource allocation. Likewise, dispatchers are alerted if jobs have been scheduled in a way that conflicts with business policies or objectives.


Professional Edition

Intelligent field service management software for more predictable schedules that improves operational efficiency


Organizations that require a field service management solution that delivers field service cost reductions through intelligent automation should consider Click Field Service Edge Professional Edition. The Professional Edition addresses a variety of service scenarios that involve customer facing work performed by individual field service professionals. Professional includes intelligent, automated scheduling capabilities – ensuring field service operations are optimized according to a wide range of business goals – and dispatch capabilities to support improved productivity and efficiency.

The Professional Edition analyzes many thousands of jobs, resources and locations simultaneously, and automatically produces the best possible schedule for your business by leveraging over twenty years of service best practices and leading-edge artificial intelligence. This enables customer service representatives to offer appointment times that are convenient for both the customer and the business, and automatically realigns resources and reshuffles jobs to meet work demands and customer commitments. Taking into account the unique rules, objectives, and key performance indicators of your business, ClickSoftware enables you to strike the right balance between delivering superior customer service, and keeping operational costs in check.


Professional Plus Edition

Real-time field service management optimization for high volume and volatile schedules that elevates customer experiences


For many organizations the day of service presents its own set of challenges: an unexpected, high priority job comes in, a mobile worker is taken ill, or a customer is not home when they said they would be. A true measure of superb service is how efficiently and effectively organizations adapt to the changing dynamics inherent in their industry. To guarantee your mobile workforce will positively represent your brand in front of the customer, it is imperative that the right worker with the right skills, parts and equipment gets to the right customer at the right time.

Service providers operating in a highly volatile business environment that would benefit from the ability to continuously optimize the schedule throughout the day of service should consider Professional Plus. Professional Plus offers the ability to optimize service in real time as new work enters the schedule. Leveraging machine learning to predict travel times and job durations, schedules are executed with an unprecedented level of accuracy. Whether responding to an emergency, tight SLA, or same day appointments, Professional Plus accommodates high volume and volatile schedules. Recurring schedule optimization services are also included to ensure continuous business success.


Ultimate Edition

Field service management optimization for long-cycle work and mixed service businesses


For service providers tracking projects that take days, weeks or months to complete is not an easy feat. Long cycle work often involves multiple resources, and multiple dependencies in terms of the necessary sequencing of specific tasks. With the ability to manage long cycle work in Click Field Service Edge, schedulers and dispatchers have a monthly schedule view that displays capacity usage per resource. They can easily drill down to see a single day view for more detailed information. With the Ultimate Edition, long cycle and short cycle work are managed and scheduled in one solution, giving service providers the ability to share resources between lines of business, further increasing the productivity and efficiency of the service organization.

The Ultimate Edition serves the needs of organizations that offer varied types of services, ranging from routine operational tasks through to highly sophisticated service engagements involving multiple personnel over longer periods of time. From short duration tasks to long-cycle work typical of asset maintenance or construction, and from individual field service professionals to teams and crews, Ultimate empowers field service organizations to support different business lines with diverse needs within a single solution. Recurring schedule optimization services are also included to ensure continuous business success.


Available Add-Ons

Click Field Service Edge is complemented by modules that allow customers the flexibility to adopt the features and functions they need, and expand as and when their business requirements evolve.


ClickSoftware’s enterprise mobility capabilities meet the needs of a variety of field operations users. Mobile application development tools enable IT teams and Systems Integrators to respond to business requirements with great agility, providing rapid business value. Out-of-the-box capabilities include job dispatch, work compliance, health and safety procedures, automated time reporting, field worker knowledge, upsell, automated navigation, and more. HTML5-based but also leveraging native capabilities, and offering a responsive UI, ClickSoftware’s mobile platform supports all major mobile operating systems and includes a development studio with a visual forms editor to enable highly tailored applications.

ClickSoftware’s workforce mobility solution includes wizard-driven completion based on pre-defined workflows and mandatory information and automatically captures many details so that they don’t have to be entered manually by the field service professional. Timesheets and parts usage are automatically tracked, so the timeliness and accuracy of this information gives a real-time view of operational status – even as the cost of gathering the information is minimized.


Customer Engagement

ClickSoftware’s Customer Engagement Module offers end-customers multiple interaction channels with their service provider without the need to install a separate application on their device. Customers receive notifications and estimated arrival times, and can reschedule appointments, provide additional context to the service provider, see the mobile worker’s location relative to their location, and provide feedback via an automated survey immediately after service delivery. The Customer Engagement Module extends ClickSoftware’s role in the service chain directly to the customer through interactive, bi-directional communications.

This module enables service providers to enhance the customer experience, offering customers multiple and modern channels to engage, including text and / or email. From the moment the customer has a need for service, to the time immediately following completion of the work, the customer feels in control of the service process. Calls to the call center, particularly those inquiring about the whereabouts of the service technician, are greatly reduced since questions that were once a heavy burden on the agents can now be answered by the customers themselves through their preferred communication channels – mobile and web. Additionally, armed with all the information they need ahead of time, and able to communicate with the customer more easily in advance, mobile workers increase job completion rates and first time fix percentages.


Contractor Management

Contractor Management provides an end-to-end solution for managing third party workforces from planning through to scheduling and execution. Contractor Management extends Service Edge beyond the internal workforce to give service providers, and their contractors, greater visibility and control over the service the end-customer receives. This capability presents the service provider as the single face of service to the customer (from appointments, to status updates, through completion) for brand and service consistency, while leveraging the service capacity elasticity provided by their contractors.

Demand Forecasting

Demand Forecasting merges historical volume and performance data with assumptions about the future and produces a highly accurate workload forecast. It applies predictive algorithms to historical data to produce a graphical interface that requires no special statistical knowledge to interpret or modify. Each forecast can be tailored to exactly the timeframe, resolution and domain required by different management levels in your organization. Demand Forecasting sets the stage for planners to create an accurate resource plan based on historical data enabling greater cost control and improved resource utilization.


Capacity Planning

Capacity Planning for Service Edge streamlines planning and operational business processes such as scheduling and demand forecasting. The solution enables planners to better plan based on business priorities, look ahead and identify areas at risk such as missed SLAs for high priority work and lower demand coverage, and take action that improves business performance. Planners and managers have greater control to optimize, align and scale tactical and execution decisions across the service organization. Capacity planning improves the productivity and efficiency of field service by ensuring balanced resource utilization and SLA compliance.


ClickSoftware Empowers Businesses

“ClickSoftware was the clear winner because of the stability of the system and the build-in flexibility to meet our unique business needs as they evolve.”

Fernando Pelaez Tapias
IT Technical Leader, Tigo Une



Source: Click Software

Planet soft na Danu otvorenih vrata Elektrotehničkog fakulteta u Banjoj Luci

U petak, 19. aprila, Planet soft je učestvovao na Danu otvorenih vrata Elektrotehničkog fakulteta Univerziteta u Banjoj Luci i tako se predstavio budućim, ali i sadašnjim studentima Elektrotehničkog fakulteta Univerziteta u Banjoj Luci.⁣

Glavne teme razgovora sa mladima su bile savremene tehnologije sa kojima radimo, izazovi sa kojima se suočavamo, kao i mogućnost obavljanja prakse i zaposlenja. ⁣

Mladi su pokazali odlično znanje o svim segmentima savremenih informacionih tehnologija, te smo sigurni da će mnogi od njih izrasti u vrhunske stručnjake u oblastima za koje se budu opredijelili.

it manifest

Kompanija Planet soft jedan od potpisnika IT Manifesta

IT kompanije koje okuplja udruženje Bit Alijansa potpisale su u petak, 15. marta strateški dokument za IT industriju u Bosni i Hercegovini pod nazivom IT manifest.

IT manifest identifikuje ključne probleme i načine njihovog rješavanja kroz konkretne prijedloge za omogućavanje daljeg razvoja IT industrije sa ambicijom da IT industrija postane strateška privredna grana BiH.

IT industrija u Bosni i Hercegovini generiše oko 500 miliona KM prihoda godišnje te prema posljednjim istraživanjima Bit Alijanse, BiH će trebati novih 6.000 zaposlenika. IT manifest daje prijedloge kako taj cilj ostvariti i tretira tri ključne oblasti obrazovanje, zakonodavstvo i privredu te je za sve segmente predstavljena analiza stanja i prijedlozi za rješenja i unapređenja.

Dokument je pisan u skladu sa aktuelnim i predviđanjima budućih trendova u oblasti informacionih tehnologija posebno imajući u vidu da svjedočimo četvrtoj industrijskoj revoluciji.

Sve buduće inicijative udruženja Bit Alijansa će biti kreirane u skladu sa usaglašenim principima IT manifesta, a Bit Alijansa poziva sve zainteresovane stakeholdere da se priključe misiji za kreiranje bolje i prosperitetnije budućnosti BiH.

Ispred naše kompanije, IT Manifest je potpisao Aleksandar Milinković, rukovodilac razvoja u Planet soft-u.



Event: The Evolution of Field Service Management

Event: The Evolution of Field Service Management
Hosts: Click Software and Planet soft
Where: Radisson Old Mill, Belgrade
When: Thursday, March 21 from 09:00 – 15:00 CET
Participation: By Invitation only

Discussion Topics are:

  • The digital worker and digital transformation projects
  • Future of field service management
  • Management by metrics: operational efficiency and compliance.

This private VIP event will give the opportunity to all participants to network with industry peers from across the West Balkans, to share challenges and experiences in the field service management space and hear how other leading companies are managing their field service organizations and improving operational efficiency through digital transformation.

About hosts:

Planet soft is a regional IT company operating in the Adriatic region. The primary focus of the company is on IT solutions that improve, optimize and automate business processes, with the main goal to raise efficiency and utilization of resources with our customers, all with the idea of achieving direct and indirect cost savings in daily operations. Many years of experience of our experts at Planet soft and partnerships with global software and hardware leaders are proof of commitment to our customers. Constant investment in knowledge and professional qualifications of employees, as well as monitoring trends and ways of applying new technologies in the business environment, is the path that we have chosen.

Through billions of service engagements worldwide, Click Software has been helping service businesses become more successful for over twenty years. Click Software the largest, most versatile company in this field, delivering a complete end-to-end mobile workforce management solution to the service industry that is comprised of more than 500 person-years in research and development. Also, Click is a pioneer in applying complex algorithms and artificial intelligence to workforce management.

SAP FI Consultant

Due to further expansion, Planet soft d.o.o. is seeking to offer to the right candidate to join our team in the role of:

SAP FI Consultant


– Bachelor’s degree in Accounting, Finance, IT or related field
– At least one year of relevant working experience
– At least one SAP implementation project
– SAP certification would be considered as an advantage

You can send your applications via email:

Python developer


BA/BS degree or 2+ years of related experience (degree in Computer Science or related field is preferred)

2+ years of solid programming experience in Python (or other server-side language) and developing web server applications, object oriented design and design patterns

Experience developing with MVC Frameworks (Django or any other MVC framework)

Experience with design and implementation of modern web services architecture and API frameworks (REST/SOAP/AJAX/JSON)

Experience with SQL databases (PostgreSQL, MySQL)


Familiarity with a Linux environment (CentOS/RedHat)


And, it is nice to have:


Experience with source control software (GIT)

Familiarity with web technologies (HTML, JavaScript, CSS)

Familiarity with JavaScript map libraries (OpenLayers, Google Map ..)

Familiarity with Design Patterns, Coding Patterns and Best Engineering practices

Experience working in an Agile/Scrum development process


Applications via email:

Znate li šta je RPA – Robotic Process Automation?

Automation First je moto UiPath, kompanije lidera na polju Robotic Process Automation čiji je Planet soft partner. Planet soft i UiPath će vam omogućiti da automatizujete tj. “robotizujete” svoje procese za samo djelić troška i vremena u odnosu na druge tehnologije. Naši roboti imitiraju sve ljudske akcije, loguju se u aplikacije, kopiraju podatke i datoteke, ekstrahuju strukuturirane i polu-strukturirane podatke kako bi smanjili obim posla za radnike u back office-u odnosno poboljšali korisničko iskustvo u front office-u. Više informacija pročitajte u nastavku:

Robotic Process Automation is the technology that allows anyone today to configure computer software, or a “robot” to emulate and integrate the actions of a human interacting within digital systems to execute a business process. RPA robots utilize the user interface to capture data and manipulate applications just like humans do. They interpret, trigger responses and communicate with other systems in order to perform on a vast variety of repetitive tasks. Only substantially better: an RPA software robot never sleeps, makes zero mistakes and costs a lot less than an employee.
How is RPA different from other enterprise automation tools?
In contrast to other, traditional IT solutions, RPA allows organizations to automate at a fraction of the cost and time previously encountered. RPA is also non-intrusive in nature and leverages the existing infrastructure without causing disruption to underlying systems, which would be difficult and costly to replace. With RPA, cost efficiency and compliance are no longer an operating cost but a byproduct of the automation.

How does Robotic Process Automation work?

RPA robots are capable of mimicking many–if not most–human user actions. They log into applications, move files and folders, copy and paste data, fill in forms, extract structured and semi-structured data from documents, scrape browsers, and more.


Essentially, any high-volume, business-rules-driven, repeatable process qualifies for automation.


Implement fast, achieve ROI fast

An HR service provider from Europe was processing 2,500 sick leave certificates per month with an average handling time of four minutes per item. Within three weeks they implemented an RPA solution and achieved 90% process automation. The RPA robot extracts data from a transaction in SAP, inserts the information into the customer’s systems, and prints it. The HR service provider achieved a return-on-investment within six months, with error rates reduced to 0%, manual effort reduced to 5%, and processing time reduced by 80%.

Reduce effort in the back office

A global retailer was using its store closing reports to validate closing information for each of its registers across hundreds of stores. The store’s employees used a manual and sluggish process to pull up these reports. By automating the process the store freed up its employees to now focus on more customer-centric activities. The RPA robots now move the closing reports to one server, then read and consolidate the needed information for the store’s closing reports.

Improve customer service in the front office

A trade credit insurance company with over 50,000 clients worldwide automated the credit limit request underwriting process. Underwriters were previously gathering information manually, from internal (Risk & Policy) to external (Customer Site, Google News) sources. With RPA, they saved 2,440 hours of human work a month. Employees now use that time to work directly with customers.

What are the business benefits of RPA?

Robots are here to stay. The faster you harvest their potential, the faster you create a competitive edge for your business. Robotic Process Automation delivers direct profitability while improving accuracy across organizations and industries. Enabling RPA to handle any processes will not only transform and streamline your organization’s workflow. It will allow for superior scalability and flexibility within the enterprise, doubled by fast, tailored response to specific needs. Software robots are easy to train and they integrate seamlessly into any system. Multiply them, and instantly deploy more as you go. They constantly report on their progress so you can go even bigger and better by using operational and business predictability, while improving strategically

Better accuracy – Robotic Process Automation software robots are programmed to follow rules. They never get tired and never make mistakes. They are compliant and consistent.

Improved compliance – Once instructed, RPA robots execute reliably, reducing risk. Everything they do is monitored. You have the full control to operate in accordance with existing regulations and standards.

Fast cost savings – RPA can reduce processing costs by up to 80%. In less than 12 months, most enterprises already have a positive return on investment, and potential further accumulative cost reductions can reach 20% in time.

Super scalable – Across business units and geographies, RPA performs a massive amount of operations in parallel, from desktop to cloud environments. Additional robots can be deployed quickly with minimal costs, according to work flux and seasonality.

Increased speed and productivity – Employees are the first to appreciate the benefits of RPA as it removes non-value-add activities and relieves them from the rising pressure of work.