The Work Orders app has a routing feature that can help you optimize zone-based service schedules. 

This feature is not available on mobile devices at this time.

Setup

You can assign default starting and ending address for your routes from the Work Order Preferences screen.

If a user does not have both a starting and ending address, the route will default to company settings.

Select Work Orders To Optimize

Jobs that are ready to be routed can be found in Today’s waiting list. However, before you select the work orders to optimize, keep in mind the following criteria:

  • Scheduled for Today: Work orders must be scheduled for the current day because the list of stops may change up until the day of.
  • One Assigned To: A route can only be created for one Assigned To at a time. Multiple Assigned To’s could lead to competing start and end addresses.
  • Status must contain the word 'Wait': Otherwise it may lead to wrongfully dispatching a work order.

Select the work orders you wish to route by clicking on the checkboxes in the list. 

Then, within the Batch Actions dropdown button, click on Route Selected to view them on a map. Note, if you choose a work order that doesn't fit the above criteria, an error will occur.

Confirm Route

Once you click Route Selected, you are taken to a new screen with a list of the work orders and a routed map as shown in the example image below:

The Confirm dropdown button has the following options:

Confirm Route Order

  1. Work Order status changed to ‘Not Started’ to remove from Waitlist
  2. Copies job items into the work order if it is an occurrence of a series
  3. Calculates total amount for the work orders

Print

  1. Confirms Route Order
  2. Prints template as indicated in Work Order Preferences

Email

  1. Confirms Route Order
  2. Send an email to the Assigned To user a link to the that will open the route list in the Field Crew app, as well as a PDF of the route list.
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