How it Works
Creating work order schedules has never been easy.
Until now.
Work Order Scheduling & Reporting CMMS Bolt-On
Integrate
Step 1
Seamlessly integrate into your existing systems
Sockeye connects to your existing CMMS and HR systems so you can access everything you need to build your schedules. You can even do a trial run with an Excel-based integration to make sure our software is exactly what you need.
Access
Step 2
Evaluate crew and contractor availability
Effortlessly access crew and contractor availability for the upcoming week. The available hours tab displays employee availability based on your shift patterns and planned absences. Editing is a breeze. Changes are tracked and data is automatically updated in your CMMS for real-time insights.
Build
Step 3
Create the schedule in just a few clicks
Craft your schedule effortlessly in just a few clicks. The backlog displays work orders from your CMMS and allows you to filter and search according to your criteria.
Sockeye’s automation builds daily/weekly schedules that maximize productivity. It even helps identify opportunities to reduce overtime.
Visibility
Step 4
Get everyone on the same page
After finalizing the schedule, you can share it with your employees. Because it’s cloud-based software, planners, schedulers, supers, techs, operations personnel, and managers can get customized access. This ensures that everyone can access the information they need, whenever they need it.
Monitor
Step 5
Track KPIs
Sockeye tracks every keystroke to ensure that all data is verifiable, up to date and easily reported on. SMRP reports are automatically created, easily sharable and customized to your criteria. Easily identify work orders that contributed to individual KPIs with our split pane view.
90 Second Demo
Frequently Asked Questions
Sockeye uses two primary types of integration:
1. API-Based Integration
Sockeye uses API-based integration to adapt to every enterprise’s unique needs, providing customized read/write configurations with your CMMS and/or HR systems. This means that any last-minute changes made in your CMMS are reflected in Sockeye — and vice versa.
2. File-Based Integration
Sockeye uses an Excel template to port data between the CMMS and Sockeye — simply export your CMMS data into Sockeye’s Excel template and click ‘refresh’ to update your data. The implementation requires minimal effort and no IT resources or custom coding.
Learn more about integration types
Yes, Sockeye offers a one-month trial using our file-based integration. You’ll get access to all of Sockeye’s features and support throughout the trial. To get started, share an Excel file of your schedule and join a 1-hour training session.
A full production rollout with API integration takes 4 to 6 weeks, while a file-based integration can be done in under 2 weeks.
Sockeye’s experts handle most of the integration work; your IT team just needs to provide access (API endpoints or database views) and some oversight. Because Sockeye is cloud-based, there is no server to install or software to maintain on-premises — it’s all handled by our cloud infrastructure.
Sockeye supports read/write CMMS integration. The exact data exchanged typically includes work order details, scheduling fields, and resource info.
Configurations can be customized as read-only or selective write-back to accommodate your IT/security policies.
Work orders are updated according to your requirements. Typically, work orders are automatically updated when the scheduled work order end date has been reached. Work order updates made in your CMMS and Sockeye are automatically synchronized in both systems.
Sockeye allows you to input your technician and contractor shift patterns to track labor availability. You can easily edit labor availability for vacations, training, etc, with a couple of clicks.
Yes, Sockeye integration is customized according to your unique scheduling and IT requirements. Read/write integration, read only, write only specific fields, etc. — Sockeye is designed to meet your enterprise’s unique integration requirements.
We take data security very seriously. Sockeye is hosted on Microsoft Azure, which has industry-standard certifications (like ISO and SOC 2). Data is always encrypted, and backups are stored in a separate geographic region.
On the access side, we support role-based user permissions, SSO (Single Sign-on), and 2FA (two-factor authentication).
From Fortune 100 enterprises to single-site enterprises, Sockeye is ready, vetted, and prepared for your IT security review.
Learn more about Sockeye’s security
Get Started
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