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New feature!


Easily schedule new engagements and manage inbound scheduling requests from internal teams or clients. Streamline the scheduling workflow with a detailed overview showing the capacity and availability of each tester on the team.

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Simplify Requesting New Engagements

Receive inbound scheduling requests from clients or internal team members directly in the platform to eliminate manual workflow friction and context shifting, and encourage requests to flow in.

Collect engagement desired dates, testing windows, objectives, scope, file attachments, and more — keeping all details organized in one space for easy administrative review.

Manage Your Team’s Schedule

See a detailed overview of the capacity and assignments of each tester on the team so you can easily schedule new engagements based on availability. The engagement requests may be approved or edited by the scheduling manager.

Built with team management in mind, PlexTrac’s Scheduler increases automation and collaboration to reduce the time and cost of preparing for new engagements.

Tester Benefit

Upon scheduling a new engagement or accepting an engagement request, the report is automatically assigned to the tester with all collected information included for reference.

With a clear view of the engagement requirements — complete with scoping details and file attachments — you or your testers can immediately jump in and get to work.

Keep Stakeholders Informed

Stakeholders who have requested engagements may view at a glance all of their upcoming or current engagements. They can see the expected date of completion for an engagement as well as status updates.

Deliver a Differentiated Client Experience

Service providers can set their service delivery experience apart by enabling their clients to request new engagements directly through the Client Portal. This encourages clients to submit more engagements, which ultimately drives practice revenue while delivering a superior client experience.

Continue Learning About PlexTrac

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