Overview
Routing helps you efficiently organize, schedule, and assign technicians to routes using an interactive map. You can view job locations, assign jobs and recurring service events (RSEs) to specific timeslots within a route, and manage your team's daily schedules — all in one place. This gives your team better visibility, faster scheduling, and greater control over technician workloads.
Tip: The map syncs in real time, so multiple team members can manage routes and jobs together without needing to coordinate manually.
Who uses this feature
Administrators, office employees, dispatchers, route managers, and customer service representatives (CSRs)
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
This feature is currently in Private Preview and available for specific accounts.
Things to know
The map shows up to 1000 unscheduled jobs per search. Use filters such as date, zone, or tags to narrow results and avoid hitting the limit.
Route lines update with a short delay. After moving jobs around on the route card, it takes about four seconds for drive lines to refresh on the map.
On the map, recurring service events are marked with a calendar icon to indicate a scheduled event, while jobs are marked with a wrench icon to distinguish them from RSEs.
Assigned jobs appear automatically in Routing with relevant information. If a job has already been assigned to a technician and scheduled, it becomes available in the Routing.
When setting a recurring job as fixed on a route, the system checks for scheduling conflicts. If any future slot is unavailable, an error will appear and the job can't be fixed to a route until the conflict is resolved.
Routes with jobs not assigned to time slots appear in the Alert section.
When there are multiple jobs or RSEs for the same location, only one will be shown at a time on the Route Map. Once the first is scheduled or assigned, the next will appear.
Jobs: Users can filter by date range or tags to manage multiple appointments on the same day.
RSEs: The first RSE must be assigned before the next becomes visible.
If future RSEs are generated with different settings such as date or time, they are moved to the Unassigned Jobs pool and must be reassigned.
Best practices
Select and assign jobs directly from the map by using tools like the Selector or Lasso to grab unassigned jobs and place them on the appropriate technician's route.
With real-time visibility into technician route paths, drive times, and job clusters, route managers can quickly assess current routes and identify optimization opportunities. The system enables dynamic route planning that minimizes travel time and maximizes efficiency.
Zoom out on the map when starting a new route or deciding whether to add jobs to an existing route. This helps you see which route the jobs are closest to and whether to assign them to an existing route or place them on an empty one.
When assigning a job to multiple technicians, keep in mind that moving the job on one technician's calendar will also move it on the co-assigned technician's calendar. This allows technicians to converge on one job and then continue along their own routes for the rest of the day.
Get started with Routing
When Routing is enabled for your account, sync your existing data to pull in technicians, jobs, and assignments automatically.
Go to the Routing screen. For more, see Navigate to Routing.
In the Route section, click Actions > Sync Routing Data.
On the Sync Data pop-up that opens, select Sync Now and click Sync.
You get a notification that your data sync is in progress and after you see a confirmation notification that routing data is synced. 
This kicks off a sync process that pulls all technicians, jobs, and existing assignments from ServiceTitan into the Routing screen. Routes that were already created in Dispatch or other tools appear automatically on the map.
Navigate to Routing
Go to the navigation bar and click Dispatch > Routing.
The Route Management map opens. From here you can view jobs, routes, and manage assignments.
Route Management map overview
The Route Management map helps you see high-level route information at a glance. It allows you to view the location of unscheduled jobs, select them, and assign them to routes — all within one screen.
At the top of the map, you'll find the following controls:
Map: Use the diagram view for navigation. From the dropdown, you can select Terrain to see elevation and landform details such as hills, valleys, and mountains.
Satellite: Switch to satellite view.
Routes: Show or hide routes on the map. Hiding routes can give you a clearer view of unassigned jobs or RSEs, but keep in mind that hiding routes also means you won't be able to see which routes are closest to the jobs or RSEs you're assigning.
Unassigned Job: Show or hide unassigned jobs on the map.
Unbooked RSEs/Visits: Show or hide unbooked recurring service events on the map.
Selector tool: Click to select individual unassigned jobs or RSEs on the map.
Lasso tool: Draw a shape on the map to select multiple jobs or RSEs in bulk.
Tip: You can collapse the left panel (Job Filter / Route sections) to see more of the map. Expand it again when you need to adjust your search parameters.
When you select a route, a pop-up window appears on the right side of the screen showing the route details. The top of the route screen shows:
Colour: Color of the route.
Name: Name of the route.
Date: Date of the route.
Status: Status of the route (Active or Empty).
Max Job Count: Maximum number of jobs allowed on the route. This only appears if a max is set in the route settings.
Drive time: Total driving time for the route.
Drive distance: Total driving distance for the route.
Technician: Technician assigned to the route.
Invoice amount: Estimated full invoice amount for the total route.
The map also shows a pulsing icon when a technician has arrived or checked in to a job. This helps you see where technicians currently are so you can redirect them to nearby jobs as needed.
Filter jobs on the map
Use the Job Filter tab in the left panel to narrow down the jobs and RSEs displayed on the map.
From the left panel, go to the Job Filter tab.
Use any combination of the following filters:
Select Date Range: The dates the jobs are scheduled for.
Recurring Visit/Visit Template: The types of recurring service events.
Note: To ensure recurring service events (RSEs) appear on the map when filtering, assign default values for business unit, campaign, and job type.
Preferred Technician: The technician preferred for the jobs.
Zone: The zone associated with the jobs' location.
Location Tags: Tags associated with the jobs' location.
Business Unit: The business unit associated with the jobs.
Job Type: The type of job.
Skills: The skills required for the jobs.
Priority: The priority level of the jobs.
City Name: The city where the jobs are scheduled.
Zip Code: The zip code of the jobs' location.
Customer Name: The name of the customer the jobs are scheduled for.
When finished, click Search.
The job results are displayed on the map. You can select and assign them to routes. For more, see Select and assign jobs to routes.
Filter and view routes
Use the Route tab in the left panel to filter and view your routes.
Route Filters
Click the Route Filters dropdown to refine the route list using the following options:
Date Range: Filter routes by the dates they are assigned to.
Business Units: Filter routes by business unit.
Teams: Filter routes by team.
Technicians: Filter routes by assigned technician.
Click Apply to update the results, or Reset to clear filters if needed.
Route categories
Below the filters, use the category buttons to quickly narrow what routes you see:
All: Shows all existing routes.
Active: Shows routes that have job assignments on them.
Empty: Shows routes that do not have any job assignments on them.
Alert: Shows routes that have alerts. Alerts can include time conflicts, jobs that need to be assigned, route optimization issues, routes with jobs not assigned and other items requiring attention.
Note: Routes with jobs not assigned to time slots appear in the Alert section.
Route cards
Each route card in the list displays:
Color: The route's color as shown on the map.
Name: The route's name (typically the technician's name).
Amount: Revenue through the route.
Stops: Number of assigned stops out of total capacity (e.g., 3/10 stops).
Drive distance: Total driving distance.
Drive time: Total driving time.
Technician: Technician assigned to the route.
From the Action menu on each route card, you can:
Edit route settings: Modify the route settings for current and future routes. For more, see Edit route settings.
Remove all jobs from route: Remove all jobs from the selected route and return them to the job pool.
Edit route settings
You can customize individual route settings to control how a route appears and how many jobs it can hold.
On the route card, click Action > Edit route settings.
In the Edit Route Settings screen, update any of the following:
Color: Select a color for the route. This color is used to identify the route on the map and in the route list.
Route Name: Enter or update the name for the route.
Apply Maximum: Toggle this on to set a cap on the number of jobs allowed on the route:
Maximum numbers: The maximum number of jobs.
Unit: The unit for the maximum (e.g., jobs or stops).
When finished, click Save.
Select and assign jobs to routes
To assign a job to a route, first filter jobs on the map, then use the selection tools to pick them and assign them.
Step 1: Select jobs on the map
You can use either tool to select jobs:
Select jobs with the Selector tool:
At the top of the map, click the Selector tool to activate.
Click a job on the map to select it.
To select multiple jobs for the same route, click each job separately.
Select jobs with the Lasso tool:
At the top of the map, click the Lasso tool to activate.
Note: To see the Lasso tool, you need to activate the Selector tool first.
Draw any shape on the map around the jobs or RSEs you want to select.
Tip: You can use both tools together — use the Lasso to grab a group, then switch to the Selector to add or remove individual jobs.
Step 2: Review your selections
As you select jobs, they appear in the Jobs / RSEs Assignment panel. While on this screen, you can continue updating your list before finalizing:
Click the
on a job card to remove it from the list.Click a selected job again with the Selector tool to deselect it, or click a new one to add it.
Use the Lasso tool again to add more jobs or RSEs.
Click the
button at the top of the panel to clear all selections.
Step 3: Assign jobs to a route
From the Jobs / RSEs Assignment panel, click Assign.
In the Assign to Route pop-up, use the following options:
Technician: Search for a technician by name. You can select one or multiple technicians.
Date range: Select the date range for the routes.
Skill-matched routes only: Toggle this on to show only routes whose assigned technicians have the skills required to complete the selected jobs.
Select one or more routes from the results list.
Click Assign.
A success pop-up confirms the jobs were assigned.
Assign appointments to timeslots in the route
After assigning jobs to a route, you need to place them into specific timeslots on the route's schedule.
Open the route by clicking on it from the Route tab. The route pop-up window appears on the right, showing the itinerary schedule.
At the bottom of the route window, you'll see the Need to Assign section listing appointments that haven't been placed yet.
Click and hold an appointment, then drag it to a time slot on the schedule and release it to assign.
A successful pop-up confirms the appointment was scheduled to the route.
As you place appointments, the route line on the map updates to show the sequence of stops. You can see the driving time and driving distance update in the route header, along with the revenue numbers associated with the route.
View and manage routes
After assigning jobs and placing them into time slots, you can view and further update routes.
View a route
Click on a route from the Route tab on the left panel.
The route pop-up window appears on the right. You can view the route and its appointments, along with their assigned time slots, on the schedule.
View a route on the map
The map shows a route line that stretches from one appointment to the next, showing the sequence of stops.
Tip: Enable only the Routes filter from the top of the map so you have a clear view of each route on the map. You can also use the Filters options under Route to narrow your view to a specific date, technician, or week. This helps you clearly see the routes relevant to what you're managing.
Manage appointments on a route
You can edit and update individual appointments from the route pop-up window. Click the Action menu
on any appointment card to access the following actions:
Update appointment duration: Click and drag the edge of the appointment box on the schedule to increase or decrease its duration.
View job details: Shows the job details card on the map, including assigned technician, business unit, notes, address, arrival window, zone, and invoice subtotal.
Set fixed on route: Locks the recurring service event (RSE) into the selected route for all future appointments. This setting is primarily used for RSEs and ensures that appointments remain fixed to the route as long as both the route and the RSE still exist.
Note: When an RSE reaches the end of its currently generated events, the system creates new ones. If these new events have different settings such as date or time from the originally fixed version, they are moved to the Unassigned Jobs pool. You must reassign and fix them to a route again to maintain scheduling.
Remove job from route: Removes the job from the current route and moves it back to the Unassigned Jobs section for reassignment.
Reassign to route: Moves a job from its current route to a different one while keeping its scheduled time and order. By default, jobs keep their original time slots when reassigned.
Cancel the job: Cancels the current assignment. The job is not returned to the Unassigned Jobs pool. Select a reason for the cancellation and click Cancel Jobs. Cancelled jobs do not return to the Unassigned Jobs pool.
Bulk edit appointments
You can apply the same update to multiple appointments simultaneously using Bulk Edit.
Click Bulk Edit at the bottom of the route pop-up.
Select the appointments from the schedule by clicking the checkboxes.
From the top actions menu, choose the action you want to apply:
Cancel jobs
Remove jobs
Reassign to route
Set fixed
Remove fixed
To exit Bulk Edit mode, click Done.
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