Intervention planning: 5 mistakes that cost SMBs money

Scheduling is where field-service margin is won or lost. These five mistakes show up again and again in service SMBs — and all of them are fixable.

1. Planning without conflict detection

Double-booking an agent or ignoring travel time between sites wrecks a day. A planner that flags conflicts as you schedule prevents it before it happens.

2. No proof the job was done

Without photos, timestamps or GPS check-in, every disputed intervention is your word against the client’s. Capture proof on the mobile app by default.

3. Recreating recurring visits by hand

Weekly or monthly contracts should generate themselves. Recurring visit plans remove hours of manual copy-paste and stop visits from slipping through the cracks.

4. Managing subcontractors on the side

If subcontractors live in a separate spreadsheet, you lose the single view of who is doing what. Manage them and their agents inside the same plan.

5. Flying blind on real time spent

If you never compare planned vs actual time, you cannot fix your pricing. Measure real duration per intervention, then feed it back into your quotes. Clokizi does all five out of the box.