Optimize technician routeLast updated on 03/22/2022
Click Optimize technician route to reroute technician jobs for the day more efficiently, allowing your business to complete more work with fewer technicians. Two clicks on the Dispatch Board automatically minimizes drive time using average traffic speeds. Optimize technician route schedules jobs around existing commitments, including non-job events and confirmed jobs, so you don’t have to.
Things to know
The job audit trail shows an entry to specifically track route optimization.
If you use Technician Shifts, Optimize Technician Route schedules the first job of the day at the beginning of the technician’s shift. Otherwise, the first job is scheduled for the beginning of business hours. To learn more about how to set up business hours, see Set up business hours. If you haven’t set up business hours, optimization starts at the time of the first job scheduled for the technician that day.
Additionally, if you use Arrival Windows, Optimize Technician Route schedules each job within the indicated arrival window of each job.
If there are more jobs than can be handled in a single workday for a technician, you’re prompted to unassign some jobs and try optimizing again. You also see this message if there’s no possible route that doesn’t go outside arrival windows or double-book the technician.
Only scheduled jobs assigned solely to that technician for the day are optimized. Jobs in any status other than Scheduled aren’t moved around as part of optimization.
When to use Optimize Technician Route
Optimize Technician route is most effective for businesses that run large numbers of jobs with flexible arrival windows. For example, a pest control company running 10 -15 jobs per day with 8-hour arrival windows can double revenue by leveraging optimization. Optimize Technician Route is less effective for businesses that give smaller arrival windows (2-3 hours), or that only run 1-3 jobs per day. The more flexibility Optimize Technician Route has to create effective routes, the more it can drive efficiency and revenue.
It is best when a technician is on their own or with the same crew of technicians for the entire day. If a technician is on a job on their own in the morning and with other technicians in the afternoon and you optimize that technician's route, the shared job may be rescheduled causing a scheduling conflict for the other technicians.
For example, if Charles Smith’s route was optimized and his afternoon job was moved to the morning it would cause Bob Xavier to be double booked.
Set up Optimize Technician Route
In order to use Optimize Technician Route, be sure you have added validated addresses for all technicians. The optimized route for a technician starts from the technician’s validated address, which almost always should be their home address.
For more on how to add an address to a technician profile, see Edit a profile.
The service location addresses for the jobs must also be validated in order to be added to an optimized route. If none of the jobs are for validated service addresses, you are notified that there are no jobs to optimize. To learn more, see Edit a service location record.
Optimize a technician's route
Go to the navigation bar and click Dispatch.
Click the technician whose route you’d like to optimize. From the menu, select Optimize technician route.
Track the optimization using the progress bar.
When optimization is complete, you see a confirmation and the updated Dispatch Board. The jobs that have been scheduled based on the optimized route show a lightning bolt icon.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.