Optimize routes for scheduled activities

Reorganize existing work order (WO) assignments, fill gaps in a technician's schedule, or align the current plan with real-time field progress.

Optimize routes

To efficiently calculate activity sequences from the road network and appointment slots:

1. Navigate to Features > Core > Daily and Multi-day plan > Daily Plan.

2. Right-click a resource.

3. Click Optimize > Optimize Route.

4. Optional (For teams only): If prompted with a "Base Point" dialog, select one:

   • Keep current address: Uses the team’s current departure/arrival point.

   • Use resource address: Sets the team’s reference to the base point of the clicked resource.

5. Click Confirm.

Optimize and complete route

Important: Added activities must match the resource’s skills, work calendar, and required time slots.

To reorganize assignments for efficiency and automatically add new activities to fill gaps in a resource’s schedule:

1. Navigate to Features > Core > Daily and Multi-day plan > Daily Plan.

2. To open the context menu, right-click a resource.

3. Click Optimize > Optimize and Complete Route.

4. Optional (For teams only): If prompted, select your base point preference:

   • Shared team address.

   • Individual resource address.

5. Click Confirm.

Update a schedule

To account for real-time progress and adjust the activity sequence:

1. Navigate to Features > Core > Daily and Multi-day plan > Daily Plan.

2. Right-click a resource.

3. Click Optimize > Re-calibrate/Actualize.

   • Note: Recalibrate/Actualize does not add or remove orders.