Optimize routing with drive time and technician assignment in Get Adaptive Availability

Overview

If your account is configured for it, you can view drive time, stop counts, and available technicians before assigning a time slot in Get Adaptive Availability. You can also assign a technician, all in the same place. This helps you book smarter with less rework. Dispatchers get cleaner schedules and technicians spend less time driving.

Things to know

• For best results, make sure all your customers have validated service location addresses in their location records. This attaches latitude and longitude coordinates to the job location. Get Adaptive Availability uses these coordinates to calculate drive time.

Tip: You can validate location addresses by opening the location record, clicking Edit at the top, and then clicking Coordinates unverified, click here to validate under the address. If you can't validate the address that way, select Manually Set Lat/Long and enter the coordinates manually.

• If a technician doesn't have a validated address in their profile, the address of the technician's main business unit (BU) is used to calculate drive time instead. If their main BU doesn't have a validated address, the address of their first job is used.

Tip: You can validate technician addresses in Settings > People > Technicians by clicking Edit on the technician profile and then Verify Address in the Home Address section.

Best practices

• Align internally with your team on scheduling and technician assignment strategy in relation to drive time.

Use cases

• A CSR books a water heater repair and sees two available technicians for the same arrival window. They choose the one with the least drive time and assign the technician during booking.

• A CSR reviews drive time and assigns technicians during booking. If the company optimizes based on routes, CSRs can also use the Most Efficient tab. This helps avoid booking a technician who would need to cross town, cutting down total drive time for the day.

Enable drive time and technician assignment in Get Adaptive Availability

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Adaptive Capacity > Settings.

3. Under the Basic Settings tab, click Display drive time and assign technicians during booking.

4. When finished, click Save.

Use drive time and technician assignment in Get Adaptive Availability

1. Book or reschedule a job using Get Adaptive Availability.

2. In the Get Adaptive Availability window, tap Most Efficient.

3. From here:        

   1. Click the Available technicians search box in each time slot to find technicians.

   2. Review the search result list to see each technician's stop counts and drive time.

      Note: The first stop is from the technician's home address to their first job. The last stop is from their last job to their home address. If a technician doesn't have a validated home address, the address of their assigned BU is used. If their BU doesn't have a validated address, the address of their first job is used.

   3. Select a technician based on these routing details.

After you select a technician, the drive time to the job is shown at the top of the selected time slot.

4. Fill out the remaining job details and then click Book job.

Note: The Most Efficient tab is sorted by the shortest route for each time slot, but you can also view routing details on:

• The First Available tab

• The All Available tab

Want to learn more?

• Visit ServiceTitan Academy and enroll in Adaptive Capacity Essentials for CSRs

• See Use Get Adaptive Availability to book and reschedule jobs with Adaptive Capacity

• See View Availability Details in Get Adaptive Availability while scheduling jobs

• See Adaptive Capacity overview: Learn how it works

• See Adaptive Capacity FAQ