Articles on: Operations

Scheduling & Routes

Scheduling & Routes


Short: Manage calendar scheduling, AI route planner (Plan My Day) and route optimization.




Schedule View

Location: Schedule page


Features

  • Day/week/month calendar view.
  • Drag-and-drop rescheduling.
  • Technician-specific views.
  • Color-coded job statuses.


Usage

  1. Open Schedule.
  2. Drag job to change assignment/time.
  3. Filter by technician to manage a single resource.




Plan My Day

Location: Schedule → Plan My Day


Purpose

  • AI-powered route optimization for technician daily routes.


Steps

  1. Click Plan My Day.
  2. Select technician and date.
  3. System analyzes unscheduled jobs, locations, priorities, durations and traffic.
  4. Review and apply optimized route.


Benefits

  • Reduce drive time by ~20–30%.
  • Maximize jobs per day and consider traffic and durations.




Route Optimization

How it works

  • Considers real-time traffic, travel times, and reschedules dynamically.
  • Provides turn-by-turn directions and re-routes if necessary.
  • Shows historical route data and time savings.


Updated on: 11/01/2026

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