Automated Routing

Route by service, tech, frequency, city, zip code, county...

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago


Our Auto Routing feature is used in conjunction with Google. When you set up your criteria we send it to Google for the optimization. Google analyses the data, and sends the optimized information back. 

Google's analysis has to dance around variables like confirmed appointments, arrival time windows, quantity of same-start times, etc. This is problematic as the more you have of these types of appointments the less likely you're going to get an optimized route.

Automated Routing

Because of that limitation, we've brought the development of routing in house. We no longer rely on Google to automate routing. Since we now use our own code we can drill down farther into criteria not previously available. You can filter down to exactly what you want to change and leave the rest.

You can now route according to:

  • schedule type

  • service frequency

  • status

  • area

  • service type

  • specific route

Starting Date
End Date

Specify work orders

With all schedule types
Filter by Work pool, Calendar and/or Confirmed. Click With all schedule types to include all three. 

With all service frequencies
Pick the frequencies to route, or click With all service frequencies to include all. 

With all statuses
Call ahead

In all areas

With all service types
Bedbug inspection
315- quarterly residential service
Biozyme dumpster treatment
Termite treatment
Termite inspection
Nuisance wildlife
Wounding up those wascally wabbits!

Scheduled on all routes

Routed Work Order Destination

Select technicians (evenly distribute work)
All Routes (evenly distribute work)

Start time
Stops Per/Day
Include Lunch Break

Ignore existing day/date

Leave all unrouted work orders on current schedule
Move all unrouted work orders to work pool

Routing Exception Work Orders Destination - Work Orders that could not be routed due to schedule conflicts

Leave all unrouted work orders on current schedule
Leave all unrouted work orders on current schedule and update Status to UNROUTED
Move all unrouted work orders to work pool
Move all unrouted work orders to work pool and update Status to UNROUTED

Start Routing Optimization

Routing Optimization Email

Click preview.

Apply Results

FYI, routing is an extremely complicated process (just go to Wikipedia and read the Traveling Salesman Problem).

April 2019

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