How to Optimize Route in Scheduler

Step-by-step instructions

1. 
   Step 1

   Understand that if a schedule item has no task or customer associated with it, it represents the job itself.

2. 
   Step 2

   Select the items you want to optimize in the Scheduler view.

3. 
   Step 3

   Click Next to proceed to the technician selection screen.

4. 
   Step 4

   Select the technician and set the end time for the optimization.

5. 
   Step 5

   Adjust the available hours as needed by adding or removing time, then click Next.

6. 
   Step 6

   Review the optimized route displayed on the map in the Scheduler interface.

7. 
   Step 7

   Verify the route order, including the technician's starting location and company location.

8. 
   Step 8

   Check each schedule item in the list: tasks and project tasks display their names, while standalone jobs do not show additional text.

9. 
   Step 9

   Click Next to select all schedules and confirm the optimization to complete the process.