Overview
Use Routing Settings to tell Dispatch Pro how much routing and revenue to consider and which groups of technicians to look at when assigning jobs. This can help boost your team's sales performance in the field or increase efficiency with the resources you have. Leverage Routing Settings to replicate your company's strategy for success.
Who uses this feature
Administrators and managers
Primarily for Residential Service and Replacement business types
Feature configuration
To get started with Dispatch Pro, review pricing and select your package here. You can also request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Certain permissions are required to set up and manage Dispatch Pro. To have these enabled, please contact the account administrator on your team. For more, see the Required permissions section of Dispatch Pro.
Things to know
Dispatch Pro is as effective as the data it has access to. Expect an adjustment period while you manage and revise your data and settings.
Best practices
We recommend that you review and adjust your settings as needed during shoulder slow seasons to prepare for the busy season.
Open Dispatch Pro Routing Settings
Go to the navigation bar and click Settings
.In the side panel, go to Dispatch Pro>Settings.
On the Dispatch Pro Settings screen that opens, click the Routing tab under Settings.
The Routing tab opens.
Tip: Read the details listed under each setting for helpful information, definitions, and recommendations.
Setting 1.1 - Choose revenue versus routing balance
In setting 1.1, select how much routing and revenue Dispatch Pro should consider when assigning technicians to jobs.
You can select the Only Routing option, which focuses on technician availability, skills, and proximity without considering performance. When you select Mostly Routing, Dispatch Pro still looks at technician performance for revenue, but much less than if you select Balanced or Revenue options.
To make changes, click an option within the slider.
If no further changes are needed, click Save.
Setting 1.2 - Choose maximum drive time between appointments
In setting 1.2, select the maximum allowed technician drive time between appointments for your zones.
To make changes, click an option within the slider.
If no further changes are needed, click Save.
Setting 1.3 - Overwrite the maximum drive time for specific zones
In setting 1.3, you can overwrite the maximum drive time for specific zones. For example, if you select 60 minutes in setting 1.2 for all zones, in setting 1.3 you can search for and select specific zones to have a 45 minute max drive time instead. For those zones, Dispatch Pro will not send technicians further than 45 minutes away.
Alternatively, if you want the maximum drive time between appointments to be the same for all zones, leave setting 1.3 blank and don't select specific zones.
If no further changes are needed, click Save.
Setting 1.4 - Choose the importance of end-of-day proximity to ending location
In setting 1.4, select how important it is for Dispatch Pro to consider proximity to technicians' ending location addresses at the end of the day when assigning appointments. This is based on what is selected as the ending location in setting 4.1 of Dispatch Pro Technician Settings.
To make changes, click an option within the slider.
If no further changes are needed, click Save.
Setting 1.5 - Choose how to group technicians for assignment
In setting 1.5, click the dropdown to select how Dispatch Pro should choose technicians when considering them for job assignment:
Zones: Dispatch Pro looks at what zone a job is assigned to and only chooses technicians who are also assigned to that zone.
Business Units: Dispatch Pro looks at what business unit (BU) a job is assigned to and only chooses technicians who are also assigned to that BU.
Both Zones and Business Units: Dispatch Pro looks at what zone and BU a job is assigned to and only chooses technicians who are also assigned to the same zone and BU.
If a technician isn't assigned to any zones or BUs, then Dispatch Pro assumes they can be assigned to any job, regardless of its zone or BU.
Tip: For more flexibility, we recommend grouping technicians by zones. This is because technicians can be assigned to multiple zones but can only be assigned to one BU.
If no further changes are needed, click Save.
Setting 1.6 - Choose how to handle multiple time zones
In setting 1.6, select whether Dispatch Pro automatically manages multiple time zones. When enabled, Dispatch Pro identifies time zones for each job location based on the ZIP code. For technicians, it uses the home address in their profile settings.
Note: If a technician's home address is unavailable, Dispatch Pro uses the business unit address instead.
Want to learn more?
Visit ServiceTitan Academy and enroll in Dispatch Pro: Detailed Setup
See Dispatch Pro in the ServiceTitan Knowledge Base