Servgrow’s Optimized Routing feature allows you to plan and organize your team's routes for the day, saving massive amounts of time and ensuring that events are assigned to the nearest available technician. This feature helps you minimize travel time, reduce fuel costs, and ensure that your team completes more jobs each day at maximum efficiency. By dispatching unscheduled or new jobs based on proximity, you can streamline your operations and keep your team on track without the guesswork.

There are three ways that you can optimize your day.

Routing by anytime visits automatically arranges the day's events based on proximity.

Routing by scheduled visits automatically arranges the day's events based the scheduled time.

Routing by both, allows you to drag and drop your route for the day utilizing anytime visits and scheduled visits.

Let's go over each one step by step...

First, head over to your settings page where you can find the settings for routing.

Once in settings, navigate to 'Routing'.

Once you're in the settings for routing, you'll need to select which optimization type you want as default. We'll start with anytime visits.

To optimize your day with anytime visits, select anytime visits. If optimizing by anytime visits, a starting address will be needed- with an ending address being optional.

Once you are finished, just hit save.

Ok, let's check out the routes, which are located in the map view > Click Schedule > Then click Map Icon.

Once you are on the map view, the route will auto populate with anytime visits in the route. If you have scheduled events, they will appear below the route. If you don't have any scheduled visits, you won't see anything below.

Unscheduled Events:

This help article is being updated... thanks for the patience!