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
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.
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.
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.
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.
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.Frequently asked questions
Does routing change my appointment times?
Does routing change my appointment times?
Routing helps you order and sequence visits for efficiency. Customer-facing appointment times and any reminders are managed through your job and scheduling settings.
Can each tech have their own route?
Can each tech have their own route?
Yes. Filter the routing view by tech or crew so each person sees only their assigned stops in the order you set for them.
What if a stop gets added or canceled during the day?
What if a stop gets added or canceled during the day?
Update the job, then revisit the routing view to re-order the remaining stops. Changes to the schedule flow into the route you plan.
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.