This guide explains how to configure the Routéo module for the first time in a ProgressionLIVE customer account.
It covers module activation, sequencing settings, general options, costs, priorities, and dynamic properties.
Overview
The initial Routéo configuration allows you to optimize your technicians' routes while considering several factors, including task order, constraints, schedules, costs, and priorities.
This guide walks you through the configuration process step by step to ensure an efficient setup tailored to each customer's operational needs.
Enable the Routéo Module (Performed by Progression Customer Service)
Before configuring Routéo, the module must be activated in the customer account.
Double-click the customer account.
Navigate to the Other External Systems category.
Enable the Routéo module.
Important: Without this activation, the Routéo option will not appear in the Configuration menu. To request activation, please send an email to experts@progressionlive.com.
Configure Routéo
Open the customer's Production account.
Navigate to Configuration > Routéo.
Configure the various sections according to the customer's requirements (see below).
Click Save to confirm your changes.
Sequencing Section
The Sequencing section defines how Routéo operates.
The following table presents the main available configurations.
Mode | Sequencing Only | Default Sequencing | Description |
Full Optimization | ☐ | ☐ | The system automatically calculates the best task order and assigns tasks to human resources. |
Sequencing Without Constraints | ☑ | ☐ | Fixed order with no ability to apply constraints. |
Sequencing With Constraints | ☐ | ☑ | Fixed order with constraints such as weight, priorities, skills, and other routing requirements. |
Additional Option
Allow Reverse Sequencing
Generates routes in reverse order.
Enable this option only if specifically requested by the customer.
Tip : If the customer needs to apply constraints such as weight limits, delivery priorities, skills, or similar requirements, use Default Sequencing.
Sequencing Only does not support constraints.
General Section
This section contains the route calculation settings and daily scheduling parameters.
Calculation Settings
Number of Iterations : The number of attempts performed to find the best route (Default value: 2000) Increase this value if the generated routes are not providing satisfactory results.
terminationNumberOfIterationFactor : Controls the iteration factor used by the optimization engine (Default value: 0.1)
terminationVariationCoefficientThreshold : Defines the minimum variation threshold required for calculations to continue (Default value: 0.005). A lower value forces the system to search longer for a potentially more optimal solution before stopping.
Note: These three parameters directly affect calculation time. Only modify them if the generated routes do not meet expectations.
Regional and Scheduling Settings
Region : The customer's geographic region (example: north-america/canada)
Start of Day Time : The default start time suggested when generating routes (Default value: 08:00 AM)
End of Day Time : If a route exceeds this time, any remaining tasks will be removed from the route (default value: 07:00 PM)
Important: Set the end-of-day time slightly later than the employees' actual end-of-shift time.
Example: If technicians finish at 5:00 PM and a route ends at 5:01 PM, the last task may be excluded.
Other Options
Support Multiple Time Windows (Customer and Location) : Allows business hours and availability windows to be configured directly on customer and location records.
Location Type for Depots : Not used.
Strategy (Class) : Not used.
Extra Config (Script Returning a Map) : Allows advanced routing rules to be configured.
Examples include:
Avoiding toll roads
Avoiding highways
Other custom routing behaviors
Use only when specifically requested.
Cost Section
Costs influence the optimization algorithm. The higher a cost value, the more the system will attempt to reduce it.
Fixed Cost : Cost applied every time a route starts (example: Daily operating cost of a technician) (Default value: 0)
Cost per Kilometer : Encourages the system to reduce travel distance. (Default value: 1.5)
Hourly Cost : Encourages the system to reduce travel time (Default value: 20).
Tip: Adjust these values according to the customer's priorities:
Reducing travel distance
Reducing travel time
Reducing the number of resources used
Priority Section
Default Priority : Applies an automatic priority level to all tasks.
This concept is covered in a separate article dedicated to task priorities.
Dynamic Properties
Dynamic properties allow routing costs and routing rules to be linked to specific fields.
These settings are rarely used and should only be configured when specifically requested.
Dynamic Properties – Transportation Cost
Maps transportation costs (fixed, per kilometer, hourly) to task fields.
Dynamic Properties – Human Resource Start Location
Defines employee starting addresses using dynamic fields.
Dynamic Properties – Depot Locations
Uses dynamic fields to define depot locations.
Dynamic Properties – Task Results
Stores routing results such as:
Transportation cost
Distance traveled
Revenue per kilometer
Other Route Optimization metrics
Appointment Windows (Task)
Links appointment windows to task fields.
Skills
Matches employee skills with task requirements.
A penalty can be applied if a required skill is not met.
Loads
Maps employee capacities and loads to task fields.
Note: If you are unsure whether a customer requires these settings, leave them blank.
Incorrect configuration may negatively affect route optimization calculations.
FAQ
What is the difference between Sequencing and Full Optimization?
Although both features aim to improve route efficiency and reduce travel time, they address different planning needs.
Sequencing
Sequencing is used when tasks have already been assigned to human resources.
Routéo analyzes the appointments assigned to each technician and determines the most efficient order in which they should be completed based on distance, travel time, and any configured constraints.
In other words: The dispatcher decides who will perform the work, and Routéo determines the best order in which the work should be completed.
Example
A dispatcher assigns:
8 service calls to Technician A
6 service calls to Technician B
Routéo then reorganizes each technician's appointments to reduce unnecessary travel, driving time, and associated costs.
The tasks remain assigned to the same technicians.
The system only optimizes the order of visits.
When should Sequencing be used?
Sequencing is typically recommended when:
The dispatcher wants to maintain control over task assignments.
Technicians are assigned to specific territories or customers.
Assignments are determined before route planning begins.
The primary goal is to reduce driving and optimize appointment order.
Full Optimization
Full Optimization goes one step further.
Instead of only organizing the order of appointments, Routéo also determines which human resource should perform each task.
The system simultaneously evaluates:
Tasks to be completed
Available resources
Schedules
Skills
Priorities
Time constraints
Capacities and loads
Configured costs
It then generates the most efficient allocation before building optimized routes.
In other words: The dispatcher identifies what needs to be done, and Routéo determines who should perform the work and in what order.
Example
A dispatcher has:
50 appointments to complete
8 available technicians
Instead of manually assigning each task, the dispatcher simply selects the work to be completed and the available resources.
Routéo then:
Automatically distributes tasks among technicians.
Balances workloads.
Respects constraints and skill requirements.
Builds optimized routes.
Sequences appointments automatically.
When should Full Optimization be used?
Full Optimization is particularly well suited for organizations that:
Manage a high volume of daily service calls.
Operate multiple vehicles or technicians.
Want to automate dispatching activities.
Need to balance workloads across teams.
Frequently use skill, capacity, or availability constraints.
Quick Comparison
Feature | Sequencing | Full Optimization |
Optimizes appointment order | ✅ | ✅ |
Supports constraints | ✅ (Default Sequencing mode) | ✅ |
Automatically assigns tasks to human resources | ❌ | ✅ |
Balances workload across resources | ❌ | ✅ |
Requires manual task assignment | ✅ | ❌ |
Suitable for large or complex fleets | ❌ | ✅ |
Tip - Think of Sequencing as:
"I already know which technician will perform the work. Help me organize their day."
Think of Full Optimization as:
"I know what work needs to be completed. Help me determine who should perform it and in what order."
When should I modify the Number of Iterations?
Only if the generated routes do not appear optimal.
Increasing the number of iterations gives the system additional opportunities to find a better solution, but also increases calculation time.
Can "Sequencing Only" and "Default Sequencing" be used together?
No. Each mode represents a distinct configuration.
Refer to the table in the Sequencing section to determine which option is most appropriate for the customer's requirements.
What happens if the End of Day Time is too strict?
If a route exceeds the configured end time by even one minute, the last task may be removed from the route.
It is recommended to set an end-of-day time that is slightly later than the actual end of the workday.