ServiceFlow Pro Docs
Jobs & Scheduling

Route Optimization & Bulk Scheduling

Planned route optimization and bulk scheduling from the scheduler.
3 min read

Route Optimization & Bulk Scheduling

Plan technician routes from the Scheduler and schedule jobs individually today. One-click bulk scheduling and side-panel route optimization are not fully released yet.

Overview

ServiceFlow splits route and bulk workflows across two areas:
AreaStatusWhat it does
Route Planning tab (/scheduler?tab=routes)AvailableGenerate routes for a date, optimize stop order, save templates, review metrics
Job Scheduling panel → Optimize RoutesComing soonToast: “Route optimization coming soon!”
Job Scheduling panel → Bulk ScheduleComing soonToast: “Bulk scheduling coming soon!”
The Route Planning tab is the supported path for route generation and optimization today. The side-panel buttons are placeholders for faster workflows from the dispatch queue.

How to access

Route Planning (available)
  1. Open Scheduler (/scheduler).
  2. Click Route Planning (or go to /scheduler?tab=routes).
Bulk / quick optimize (coming soon)
  1. Open Scheduler → Calendar View tab.
  2. Open the Job Scheduling side panel.
  3. Scroll to Quick Actions → Bulk Schedule or Optimize Routes.
Reference docs: Routes guide, Scheduler docs.

What you can do today

Route Planning tab
  • Auto-generate routes for the selected date from unassigned/scheduled jobs.
  • Optimize individual routes (standard or AI-assisted where enabled).
  • Bulk optimize selected routes from the routes table.
  • Review distance, duration, and efficiency metrics.
  • Save routes as templates for reuse.
  • Assign jobs to technicians via proximity-based suggestions (when addresses and maps data are present).
Job Scheduling panel (individual scheduling)
  • Assign or schedule one job at a time from the unscheduled list.
  • Create a new job from the panel.

Prerequisites

  • Technician start addresses in user profiles improve starting-point accuracy.
  • Jobs need valid service addresses for distance and optimization.
  • Google Maps APIs (Distance Matrix / Directions) should be configured for best results; a fallback distance calculation may apply when maps are unavailable.
  • Appropriate job and scheduler permissions for your role.

Step-by-step

Generate and optimize routes (supported path)

  1. Go to Scheduler → Route Planning.
  2. Select the date and optional technician filter in the scheduler header.
  3. Routes generate when you open the tab (or use Generate Routes if shown).
  4. Select a route and click Optimize (standard or AI if offered).
  5. Review stop order and timing; adjust assignments on the timeline or calendar if jobs overlap.
  6. Share or export route details with technicians per your internal process.

What happens if you use side-panel quick actions

  1. Open Job Scheduling in the scheduler side panel.
  2. Click Bulk Schedule or Optimize Routes.
  3. A “coming soon” info message appears—no modal opens yet.
  4. Use individual Schedule / Assign actions or the Route Planning tab instead.

Current limitations

  • Bulk Schedule from the side panel is not implemented; scheduling many unscheduled jobs still requires individual actions or the jobs list.
  • Optimize Routes from the side panel is not implemented; use the Route Planning tab.
  • Route optimization does not automatically resolve time conflicts on the timeline—always verify job times in Timeline View or Calendar View.
  • Optimization quality depends on address geocoding, traffic APIs, and technician availability data.

Roadmap

Planned improvements (not yet in production):
  • Bulk scheduling modal to assign date, time, and technician to multiple unscheduled jobs at once.
  • One-click optimize from the Job Scheduling panel, wired to the same engine as Route Planning.
  • Tighter integration between optimized routes and automatic timeline updates.
Until then, treat Route Planning as the source of truth for route optimization and schedule jobs individually from the dispatch panel.

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