Maximizing Field Engineers Revenue Generation Time

An engagement led by our consulting expert

In service-based industries, time is revenue—especially when success depends on how many customer visits your team can complete in a day. This case study explores how one national electrical installations company used AI to improve engineer scheduling, reduce manual coordination, and unlock a clear return on investment.

Objectives: Increase Revenue Through Smarter Scheduling

The company wanted to:

• Maximise revenue generation per field engineer
• Reduce the workload on central scheduling teams
• Improve flexibility and responsiveness when plans change mid-day

They were looking for a smarter, faster, and more scalable solution to optimize field operations.

The Challenge: Inefficient Scheduling, Stretched HQ Teams

Revenue was tied directly to completed installations, yet the company’s existing scheduling tools were holding them back.
Manual scheduling and rescheduling had become a bottleneck, with the HQ team already at full capacity trying to keep up with daily route adjustments.

They needed a way to automate and optimize planning in real time, without overloading staff.

The Solution: AI-Driven Planning & Rescheduling Tools

We designed a suite of AI-powered tools that integrated directly with the company’s existing personnel management systems. The tools were able to:

• Generate optimal daily routes for each engineer
• React instantly to mid-day changes or cancellations
• Push updated schedules directly to handheld devices used by field staff

This significantly reduced manual planning work while improving the number of successful visits each engineer could complete.

The Results: Efficiency Gains and Strong ROI

Reduced Scheduling Workload

The HQ team spent less time creating and adjusting schedules, freeing up capacity and reducing stress.

Increased Installations per Engineer

Optimized routing enabled each engineer to complete at least one additional installation per week on average.

Clear ROI Path

The projected return on investment is 4.5X, driven by increased weekly visit volume and better use of existing staff and tools.

“They were smart, knowledgeable and incredibly creative in finding unique solutions for our needs.” – Donna, COO

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