Route optimisation settings allow you to control travel distances and overtime availability. By defining these limits, you ensure engineers work efficiently, reduce travel time, and prevent unfeasible bookings from being scheduled.
What plan is route optimisation included in?
What plan is route optimisation included in?
Plan Name | Client Region | Plan Includes Route Optimisation |
Legacy Plans | All | No |
Go Paperless | UK | No |
Customer Journey | UK | Yes |
Automation | UK | Yes |
-------------- | -------------- | -------------- |
All-in-One | US | No |
Customer Journey | US | Yes |
Field Automation | US | Yes |
How to access the Route optimisation settings
➡️ Go to your Profile icon → Choose Settings → Locate Schedule and dispatch in the Categories menu → Click View next to Route optimisation settings
Allowing Overtime Slots
Enabling this option allows the system to suggest appointment times outside of regular working hours (overtime), accommodating urgent requests or high-demand periods.
Enable Overtime Slots: Check this box to make appointments available during overtime hours for both web and portal scheduling.
Configure Distance Considerations
Control whether the system considers the distance for bookings, setting a maximum travel distance for events. This prevents bookings that exceed your operational range.
Choose the option that best suits your business:
Don’t Consider Any Distance: Ignores distance limitations, suggesting and booking appointments regardless of location.
Consider Distance for Portals Alone: Applies the distance limitation only to portal bookings, useful for managing travel time or service area restrictions specifically for portal users.
Enter maximum distance in miles.
Consider Distance for Web and Portals: Applies distance restrictions to both web and portal bookings, ensuring consistent limitations across all platforms.
Enter maximum distance in miles.
Common questions
💭 Does disabling overtime restrict manual bookings?
💭 Does disabling overtime restrict manual bookings?
No, this setting only controls suggested appointments and portal availability. Office staff can still manually book appointments during overtime hours even if this option is disabled.
💭 Does the distance setting affect manual bookings by office staff?
💭 Does the distance setting affect manual bookings by office staff?
It depends on your selection. If you choose Consider distance for web and portals, office staff will be affected when using suggested appointments. If office staff manually select times and dates, there is no restriction for distance.
💭 What counts as overtime?
💭 What counts as overtime?
Overtime is defined by the working hours set up in your shift patterns.
Example use cases
💡Emergency or out-of-hours work
Enable overtime slots during peak winter months to allow customers to book emergency heating repairs in the evenings via your customer portal.
💡Local-only service zones
Use Consider distance for portals alone and set a 15-mile limit. This ensures customers cannot book you for jobs too far away, but allows your office staff to make exceptions for high-value clients outside that range.
🤖 Still need help?
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