EasyQ vs ServicePlanner: Planning Tool or AI Office Assistant?

ServicePlanner versus EasyQ: different problems, different tools

ServicePlanner focuses on what happens after a job is confirmed: scheduling, job assignment, route optimisation and completion tracking. EasyQ focuses on what happens before confirmation: intake, quote preparation, follow-up and approval. The two tools address different parts of the same workflow — choosing one over the other depends entirely on where the biggest daily friction is.

Which tool solves which problem

Use this comparison to identify which tool matches your bottleneck.

• Slow response to new enquiries → EasyQ (automated intake and acknowledgement)
• Quotes taking too long to prepare → EasyQ (template-based quote drafts from intake data)
• Follow-up on open quotes is forgotten → EasyQ (automatic follow-up sequences)
• Technician scheduling is inefficient → ServicePlanner (route optimisation and dispatch)
• Jobs are confirmed but assigned to the wrong technician → ServicePlanner (skill-based assignment)

What the right choice looks like by company type

Company type and current bottleneck determine which tool adds most value.

• Solo installer with no admin support → EasyQ first (intake and quote automation)
• 5-person service team where dispatch is daily manual work → ServicePlanner first
• Growing installation company with both intake and field coordination issues → consider both
• Company with 2BA integration needs and DICO invoicing → EasyQ for the integration layer

When EasyQ fits and where to start

EasyQ is the right choice when your primary bottleneck is before the scheduling step: enquiries not acknowledged fast enough, quotes prepared too slowly or follow-up not happening consistently. Start with a time audit — measure where hours are actually lost in a typical week. If most are in the intake-to-quote phase, EasyQ is the direct solution.

• Time your intake-to-quote step for the last 10 jobs
• Count how many quotes from the last month received zero follow-up
• If the bottleneck is confirmed to be pre-scheduling, start with EasyQ
• If the bottleneck is post-confirmation, evaluate ServicePlanner