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Map based scheduling & routing

Following these steps will allow you to select a service, schedule its frequency, and place it on the most efficient day using a map-based scheduling tool.

Updated over a week ago

The new map-based scheduling feature will allow you to more easily select the best day of the week that matches the service you've selected or routes in the area, helping identify the best place to schedule and route your customer.


From the customer's profile, navigate to the Services tab and click the plus icon to begin adding a new service. Each location requires its own service and routing setup to ensure accurate scheduling and service delivery.

On the "New Service" screen, browse or search the list to find the service you want to add. You can use the filters on the left or the search bar to narrow down the options. Use the keyword search feature to quickly find the appropriate service type.

Once you've selected a service, click the Schedule service day button at the bottom right. For multiple locations, repeat this process for each location to ensure all services are scheduled accurately.

The system will default applying filters that match the selected service (Measure, Action & Business line). This will match up to routed stops matching the service, however you can remove those filters as needed to open up more options for routing. The radius can be adjusted as needed.

Use the map view to find the best service day to schedule your customer/service. The map displays existing services in the area, color-coded by the day of the week, helping you maintain route density. You can switch between WEEK DAY and ROUTE views for more detail.

Week Day view -

Route view -

In the right-hand panel, under On these days, select the checkbox for the desired day of the week for the new service.

Review the generated service dates in the Events preview calendar

Click Publish now to finalize and add the service to the customer's account.

Select PUBLISH & ROUTE

Sequence your service with the nearest stop or by route

Select 'Sequence & Route'

Confirm the stop number & save permanently

Tips for Optimizing Service Scheduling

  • Use Keyword Search: When adding services, use the keyword search feature to quickly find the appropriate service type.

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