Dispatcher Power Search
Now generally available, Dispatcher power search helps you instantly pinpoint relevant data and solve problems quickly during mission-critical operations. Instead of entering queries into complex manual dashboards, use simple language commands to filter and retrieve information. The tool prioritizes your daily workflow and eliminates the need to rely on rigid filter logic or case-sensitive fields.
Dispatcher power search now features context-aware searching that remembers your previous requests. Your follow-up questions automatically build on previous results rather than searching the entire database again. This allows you to smoothly drill down into specific information, like narrowing high-priority work orders to only those expiring today, without ever losing your place or repeating initial parameters. To start a completely new search, just use the Reset memory button to clear your previous filters.
By moving from traditional filter panels to a continuous search embedded directly in the Schedulable Activities panel, this feature drastically reduces data retrieval time. Eliminating repetitive searches reduces decision fatigue and click fatigue across every shift, accelerating your response times and improving SLA compliance during critical operations.
Dispatcher New Look and Feel
Dispatchers in linear asset industries work under constant pressure, making fast decisions that keep essential services running. Over time, the traditional operation bar grew into an overcrowded, static row of buttons that consumed valuable screen space, increased cognitive load, and slowed down critical decisions. To resolve this, the New Dispatcher Look and Feel completely rethinks the workspace based on how users actually work. Built using a Validation-First Design methodology grounded in real user behavior, this updated interface surfaces the right information instantly and gets out of the way when it matters most.
The re-engineered operation bar now shows only the most relevant actions for the specific task at hand. This context-aware design eliminates visual noise without losing any functionality. Additionally, the redesigned layout maximizes screen real estate, allowing significantly more data rows to be visible at once. This provides a complete operational picture at a glance and drastically reduces the need for excessive scrolling.
Navigating the workspace is now faster and more intuitive thanks to refined modal flows, an improved button hierarchy, and enhanced table views that feature block headers and horizontal scrolling. A consistent design language across FSM and Foundation also ensures a seamless experience across the entire platform. Ultimately, this cleaner workspace accelerates onboarding for new dispatchers and enables faster task completion, allowing teams to make more confident decisions under pressure.
Configuration Migration Tool
The new Configuration Manager empowers administrators and platform teams to seamlessly move configurations across different deployment environments. Users can now easily export dynamic form templates as JSON files from one environment and import them directly into another. This streamlined migration process eliminates the need for manual recreation of complex configurations when moving from testing or staging into production, significantly reducing the risk of deployment errors and simplifying partner enablement.
By facilitating the reuse and migration of intricate form definitions, global expressions, and underlying logic, this tool allows your team to preserve high-level logic across the board. Ensuring consistent templates across all environments enables organizations to scale, standardize, and deploy standardized forms much faster. Ultimately, this advanced configuration management capability gives teams the tools they need to standardize and evolve mission-critical operations with absolute confidence.
Advanced Customer Appointment Booking
The release of 2026 Wave Two introduces a fundamental transformation of our Customer Booking engine. Moving away from the stand-alone historical booking feature, we have merged our booking logic with the core scheduling engine. This "Long-Term Vision" is now a reality, ensuring that every appointment promised to a customer is backed by real field data and advanced optimization.
Historically, booking modules and scheduling engines often operated on separate data sets, leading to configuration overhead and potential discrepancies. Our new approach solves this by merging appointment booking directly with scheduling logic. By leveraging live scheduling data the moment an appointment is set, the system ensures total alignment between the dispatcher’s plan and the customer’s expectation.
Key Features & Functional Highlights
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Real Operation Center Awareness: The engine no longer works on theoretical capacity. It evaluates the real-time status of the Operating Center, including the actual workload already present in the Daily Plan.
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True Resource Validation: Every slot search considers the real resources available, their specific skills, and their updated availability calendars, ensuring the right technician is always considered for the right task.
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Advanced Travel Optimization: We have integrated precise geographical location data and travel time estimates into the slot search.
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Pre-scheduling Feasibility Check: Before an appointment is finalized, the system performs a high-speed feasibility simulation. This guarantees that the technician can physically reach the site and perform the work within the promised window.
Business Benefits
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Ease of Use & Configuration: We have introduced a drastically simplified configuration process, reducing the time required to set up and maintain the booking module.
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Enhanced Reliability: By considering activities already scheduled in the Daily Plan, we eliminate the risk of overbooking or promise-breaking.
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Scheduling Search Logic: Leverage sophisticated algorithms that incorporate scheduling optimization directly into the customer’s booking experience.
See:
Scheduling Improvements
Multistage: Holiday-Aware Scheduling
Operational managers can now configure whether multistage activity offsets should account for or skip holidays, significantly improving scheduling precision for complex jobs. Previously, the system treated all days identically, but this update introduces granular holiday exclusion rules at the dependency level.
When defining a dependency, two new settings allow you to specify whether the offset calculation should consider or exclude holidays defined in the global system calendar and the specific Operational Center calendar. If an exclusion setting is unchecked, the system will only count valid days and will automatically skip over restricted holiday dates when validating the earliest allowable start time for a successor activity.
For example, if a two-day offset begins on Friday, and both Saturday and Sunday are marked as holidays, the offset count will resume on Monday, meaning the next activity cannot be scheduled until Tuesday.
This new logic is currently applied across all manual scheduling operations for complex jobs, ensuring that defined offsets remain compliant with labor or technical requirements, with support for automatic scheduling planned for a future release.
See Manage multistage operations details.
Resource Inclusion/Exclusion for Scheduling Model
The scheduling model serves as the core engine for automated planning, defining which resources and teams are eligible for task assignment. This release introduces a fundamental shift in how resources are managed within these models, moving from a strictly manual selection process to a dynamic approach.
Previously, configurators were required to explicitly select every technician and team to be included in an automated scheduling model. While precise, this opt-in approach created a high manual workload and increased the risk of excluding new hires or loaned resources by mistake.
What’s New?
The new "Resource Selection Mode" feature introduces two distinct configuration methods for scheduling models:
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Include Selected (Legacy Mode): The traditional approach where only manually selected resources are considered by the scheduling engine.
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Exclude Selected (New Mode): A dynamic approach where all technicians and teams within the Operating Center are included by default. Administrators only need to specify the resources they wish to explicitly exclude.
Key Benefits
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Seamless Onboarding: New technicians and "on-loan" resources are automatically included in all scheduling models as soon as they are added to the system. There is no longer a need to manually update every single model.
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Crisis and Emergency Readiness: In critical situations where additional personnel arrive to support an Operating Center, the system immediately recognizes and utilizes these resources for task assignment, ensuring a faster response without administrative bottlenecks.
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Reduced Manual Effort: By managing by exception (excluding a few) rather than by rule (including everyone), the time spent on model maintenance is significantly reduced.
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Minimized Errors: Eliminates the risk of a resource remaining idle simply because they were forgotten during a manual configuration update.
Manage Scheduling Zones - Daily Multiple Scheduling Zone Association
With this release, we have significantly enhanced the flexibility of geographical constraints for field resources. Previously, technicians and teams were limited to a single, static Scheduling Zone association. The new Daily Multiple Scheduling Zone Association feature transforms this logic, allowing for dynamic, multi-zone coverage tailored to specific dates.
While field technicians typically operate across an entire Operating Center, certain business scenarios require limiting their activities to specific sub-territories. Scheduling Zones enforce these boundaries during automatic and semi-automatic scheduling, ensuring that work orders are only assigned to resources authorized for that specific area.
What’s New?
The Daily Multiple Scheduling Zone Association introduces a more granular and versatile approach to territory management:
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Multiple Zone Support: You can now associate a technician or team with multiple Scheduling Zones simultaneously, expanding their operational reach without losing geographic control.
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Daily-Based Validity: Associations are no longer permanent or fixed. Dispatchers can manage zone assignments on a day-by-day basis, allowing the workforce to shift focus based on daily demand or special projects.
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Enhanced Dispatcher Flexibility: This update empowers dispatchers to handle complex use cases automatically, reducing the need for manual overrides when resources need to cover varying areas throughout the week.
See Manage scheduling zone associations.
Inventory and Materials Improvements
Unified Material Procurement & ERP Reservation Management
The 2026 Wave Two release introduces a fundamental transformation in how NextGen FSM orchestrates material procurement across the enterprise. For the first time, NextGen FSM natively bridges internal inventory replenishment workflows with external ERP reservation systems, such as SAP MM. This integration creates a single, event-driven pipeline that governs material reservation, procurement, delivery, and return across both central and mobile warehouses.
The Core Innovation: Merging Event-Driven Procurement Orchestration with Real-Time ERP Integration
The 2026 Wave Two replaces the periodic polling system with an event-driven architecture. When a Procurement Request reaches Confirmed or Authorized status, NextGen FSM immediately publishes a domain event to a message queue, signaling that the request is ready for external processing. The integration layer consumes this event, retrieves the full Procurement Request data via private NextGen FSM APIs, executes the integration with SAP (or any configured ERP), and writes back reservation codes to individual Procurement Request lines via PATCH APIs. For physical goods delivery, SAP calls an exposed integration API that directly updates Procurement Request line data within NextGen FSM.
This architectural shift means that NextGen FSM's responsibility ends at event publication, while the integration layer handles all ERP-specific orchestration, grouping logic, and error recovery. Custom projects can suppress or extend the standard SAP call, and project-specific grouping rules can generate multiple ERP transactions from a single Procurement Request.
What’s New?
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End-to-End Procurement Lifecycle Governance: Every Procurement Request follows a strictly controlled status lifecycle. Each transition is action-driven and system-enforced, preventing invalid data from ever reaching external systems. The hierarchical data structure (Header + Material Positions) ensures that header-level status always reflects the aggregate state of all underlying position lines through an automated re-evaluation algorithm.
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Real-Time Traceability & Digital Thread: A permanent digital thread connects the originating Replenishment Transfer Request, the Procurement Request, and the external ERP reservation code. Every position line carries its material code, requested quantity, delivered quantity, reservation code, and external error details, providing complete auditability from field request to warehouse fulfillment. Cancelled Procurement Requests enter a terminal state, automatically releasing the originating Transfer Request for re-use.
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Intelligent Cancellation & Reservation Validation: Cancellation logic operates at both header and position level with full reservation-awareness. At header level, cancellation is permitted in Draft or Open status unconditionally, and in Confirmed or Authorized status only when no position has received an ERP reservation code. At position level, the system validates against reservation codes, delivered quantities, and delivery status before allowing cancellation. When external system communication is required, the system automatically transitions the position to Pending Cancellation and publishes a Cancel Position Event. The header status re-evaluation algorithm then recalculates the overall request status based on all updated position states.
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Configurable External Logistics Mapping: Administrators can configure External Logistic Centers, External Warehouses, External Movement Types, External Cost Types, and External Cost Accounts. These configurable entities allow NextGen FSM to speak the native language of any connected ERP system, with warehouse identification rules that can be customized per project or extended with automated pre-setting logic in future releases. Material Kit rules further optimize central warehouse operations by flagging kit-eligible materials directly on position lines.
Key Benefits
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Ease of Use: Operations Managers and Warehouse Clerks work within a single Procurement Request interface. The system auto-populates destination warehouses from originating Transfer Requests, auto-determines pickup responsible personnel via configurable rules, and provides clear error panels with external error codes and descriptions when ERP integration issues arise.
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Reliability: The event-driven architecture eliminates the failure-prone batch polling model. Built-in retry logic with configurable thresholds handles transient technical errors automatically, escalating to user action only when the maximum retry count is exceeded. Strict status-transition enforcement and reservation-code validation prevent data corruption, while the separation of NextGen FSM core logic from integration-layer responsibilities ensures that field service operations continue uninterrupted even when ERP systems experience downtime.
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Algorithmic Intelligence: The Header Status Re-evaluation Algorithm continuously computes the correct aggregate status of a Procurement Request based on the real-time state of all its material positions. The Pickup Responsible Determination Rule automatically assigns the correct pickup personnel based on configurable business logic. Together, these algorithms replace manual status tracking and human judgment with deterministic, auditable, machine-governed decisions. Moreover, the user retains ultimate control and can manually refine the system whenever necessary.