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Who uses this: You schedule a route from the Map view of the Team Schedule page, and it reschedules the jobs plotted on that map. Availability: All regions · the steps below run in the FieldPulse web app.
Route optimization reschedules a set of jobs into one ordered route from the Team Schedule map. You choose which jobs to plot, click them on the map in the order you want them run, set the date and time of the first job and the team members who will run it, and FieldPulse writes the new start and end times for every job in the route. It is part of scheduling and dispatching in FieldPulse.

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Overview

Route optimization is a guided flow that starts with the Schedule Route button on the Team Schedule map. Rather than placing each job on the calendar by hand, you give FieldPulse four inputs and it schedules the day from them:
  • The jobs to include, filtered by date range, by whether they are already assigned to team members, and by whether unscheduled jobs are loaded.
  • The order the jobs run in, set by clicking the job markers on the map.
  • The timing — the date and time of the first job, a default job duration, and a default travel duration.
  • The team members assigned to perform the jobs.
FieldPulse then reschedules the selected jobs in the order you chose, starting at the date and time you set and spacing them by the job and travel increments you provided.

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Video walkthrough

Video walkthrough: scheduling an optimized route from the Team Schedule map

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How it works

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Open Schedule Route on the map

  1. Select Schedule from the left-side menu.
  2. Select Map on the Team Schedule page.
  3. Select the date you want to schedule a route for, then select Schedule Route.
Team Schedule page with Schedule highlighted in the left-side menu, the Map view highlighted in the row of schedule views, and the Schedule Route button highlighted above the map on the Day tab

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Choose the jobs to plot on the map

  1. In the Select Jobs To Plot On Map window, set the criteria for which jobs FieldPulse pulls in — Load Unscheduled Jobs?, Include Jobs Specified By Date Range? with its Start Date and End Date, and Include Jobs Already Assigned To Team Members?.
  2. Select Next. Select Jobs To Plot On Map window with toggles for Load Unscheduled Jobs, Include Jobs Specified By Date Range with start and end date fields, and Include Jobs Already Assigned To Team Members, with Next highlighted
  3. Review the list of jobs that met your criteria. Each row shows the job title and customer alongside its current time and assignment.
  4. Check the jobs you want to schedule on the same route, then select Next.
Second screen of the Select Jobs To Plot On Map window listing three matching jobs with their titles, customers, scheduled times, and unassigned status, each row checked, with Next highlighted

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Set the order of the stops

  1. Click the jobs on the map in the order you want to route them for the day. A number appears above each job marker to show its place in the order.
  2. Select Next once the order is set.
Schedule map in ordering mode with an on-screen prompt to click the jobs in the order to route them, numbered markers above two job pins, job name labels on the map, and the green Next button highlighted

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Set the timing and the team

  1. In the Set Route Schedule window, set the Date & Time Of First Job.
  2. Set the Default Job Duration and the Default Travel Duration, both in minutes.
  3. Under Assignment, select the Teams or Team Members you want to perform these jobs.
  4. Select Next.
Set Route Schedule window showing the Date and Time Of First Job field, Default Job Duration and Default Travel Duration fields in minutes, and the Assignment section with Teams and Team Members fields, with Next highlighted

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Review and confirm the route

  1. In the Finalize New Route window, check the Schedule Info and the Jobs List — each job’s new start time and end time in the order you set.
  2. Adjust any start or end time you want to change, or select Re-Order to go back to the map and pick a new order.
  3. Select Confirm Changes to add the newly scheduled jobs to your schedule.
Finalize New Route window showing the schedule date, time, and assigned team member under Schedule Info, then a Jobs List with three jobs and their new start and end times, with Re-Order, Cancel, and Confirm Changes at the bottom and Confirm Changes highlighted The route is scheduled when the jobs carry their new times on the Team Schedule. Select a job on the map, or open another schedule view such as Calendar, to see the times FieldPulse applied. Team Schedule Calendar day view with the Calendar view highlighted, showing the three routed jobs stacked in their new order with customer names and service addresses

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Availability

Route optimization runs on the Map view of the Team Schedule page in the FieldPulse web app, and it works from the jobs plotted on that map. Unscheduled jobs must have an assigned location to appear on the map — see How to Use the Schedule Map View for the map’s display options and filters.