Skip to main content
Routing in Revenue Sol helps you turn a day’s worth of scheduled jobs into an efficient sequence of stops, so your crews spend less time driving and more time billing. If you run HVAC, plumbing, electrical, cleaning, landscaping, or any field service with multiple visits per day, the routing view gives you a map and an ordered list of stops you can adjust before techs head out.

What routing does

Routing takes the jobs you’ve already scheduled for a given day and plots them on a map alongside an ordered stop list. You can see where each job is, who it’s assigned to, and the sequence in which visits will be made. The goal is simple: reduce total drive time, avoid backtracking across town, and fit more visits into the working day.
Routing works from jobs that already have a date and an address. Make sure your jobs are scheduled and have accurate service locations before you plan a route. See Scheduling and Jobs to set those up.

Plan a route for the day

1

Pick the day and crew

Open the routing view and choose the date you want to plan. If you have multiple techs or crews, filter to the person whose route you’re building so you only see their assigned stops.
2

Review the stops on the map

Each scheduled job appears as a stop on the map and in the ordered list. Check that every visit you expect is present and that addresses look correct on the map.
3

Order the stops

Arrange stops into a sensible sequence to minimize backtracking. Group jobs that are close together and account for any fixed appointment windows so time-sensitive visits stay where they need to be.
4

Confirm and share

Once the order looks right, the route is set for that tech. Field staff can follow the stop sequence and open each job from the mobile app while they’re out.

Reducing drive time

A few practical habits keep routes tight:
  • Cluster by area. Schedule nearby jobs on the same day so a single route covers one part of town rather than crossing the whole service area.
  • Respect appointment windows. If a customer expects you between set hours, keep that stop in its window and order the flexible jobs around it.
  • Balance crews. Spread stops evenly across techs so one route isn’t overloaded while another sits light.
  • Leave buffer for longer jobs. A visit that runs long pushes every stop after it, so account for job duration when ordering.
The fewer miles between consecutive stops, the more visits a tech can complete. When in doubt, order stops so each one is the closest remaining job to the last.

Keeping routes accurate

Routes are only as good as the data behind them. Accurate service addresses, realistic job durations, and correct tech assignments all feed the plan.
If a job has a missing or wrong address, it can’t be placed correctly on the route. Fix the service location on the job before planning so the map and ordering stay reliable.

Frequently asked questions

Routing helps you order and sequence visits for efficiency. Customer-facing appointment times and any reminders are managed through your job and scheduling settings.
Yes. Filter the routing view by tech or crew so each person sees only their assigned stops in the order you set for them.
Update the job, then revisit the routing view to re-order the remaining stops. Changes to the schedule flow into the route you plan.
If you need help getting routing set up for your team, reach out to Infinite Rankers LLC at contact@infiniterankers.io.

Next steps

Dispatch board

Assign jobs to techs and manage the day’s workload visually.

Scheduling

Put jobs on the calendar with the right dates, times, and assignments.

Mobile app

Let field crews follow routes and update jobs on the go.