Managing daily routes for your field staff can be time-consuming, especially when you have multiple jobs across different locations. Auto Routing: Simple gives you a transparent way to optimize routes for a single staff member, showing you exactly how the optimization works and how much time you'll save.
Key Features
- Visual route maps showing current vs. optimized paths
- Clear savings display showing distance reduction and time saved
- Support for both fixed bookings and anytime slots
- Morning and afternoon allocation windows (not just 'anytime')
- Works with up to 12 jobs with reduced optimization beyond this limit
- Option to convert fixed bookings to anytime for better optimization
How to Use Auto Routing
- Go to your staff schedule view
- Right-click on the staff member you want to optimize routes for
- Select "Auto Route" from the dropdown menu
- Review the visual route comparison showing current vs. optimized paths
- See the total distance savings and time reduction
- Apply the optimized route or cancel if you prefer the current schedule
Route Settings
- Start/End Points: Uses your office address by default, or staff home address if configured
- Processing: Loading spinner shows optimization progress with option to cancel
- Recurring Jobs: When applied to recurring jobs, affects only that single occurrence
