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Oracle Field Service

Capacity, quota, and booking

Oracle named a Leader for field service management for the seventh time

Download the Gartner Magic Quadrant for Field Service Management to learn how Oracle is focused on scheduling optimization.


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Optimize resource utilization while meeting customer demand

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.

Figure 1: Understand your long-term field capacity and easily manage how work is completed by adjusting quotas for today, a future date, or a range of days, based on the available time and resources
Figure 1: Understand your long-term field capacity and easily manage how work is completed by adjusting quotas for today, a future date, or a range of days, based on the available time and resources.

Oracle Field Service capacity, quota, and booking capabilities—benefits

  • Optimize field resource utilization and reduce or eliminate expensive overtime
  • Efficiently meet demand—even during peak times—to deliver superior customer experiences
  • Gain real-time visibility into your available capacity across work groups, geographic regions, and more

Accurate, real-time capacity information

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.

Figure 2: The map view within Oracle Field Service visualizes real-time available capacity.
Figure 2: The map view within Oracle Field Service visualizes real-time available capacity.

Key capacity, quota, and booking features of Oracle Field Service

  • Highly configurable—set your own parameters for capacity and quota management
  • Get an accurate view of how much work can be completed each day and a minute-by-minute capacity display based on available resources and skills, work zones, and work types
  • Make real-time quota adjustments based on need and allocate work across all shifts and time slots for available field resources
  • Employ preferred booking options including direct assignment, quota-based, availability-based, or by planned capacity

Learn more about Oracle Field Service capabilities