Smart Routing Settings

Off: Base keeps the basic drive order (nearest stop first) from the Shop. On: Optimize, Apply and Undo on Base, ETAs on Route, team balancing and Routing Savings. Nothing is reordered until someone taps Apply.

30.22660, -93.21740 Found

From Shop Address below, else the company address. Teams with a Start Address start there instead.

Built-in only: straight-line miles are multiplied by this to guess road miles.

Built-in only: drive minutes = road miles / this.

Road times from the engine are reused this long, so optimizing the same stops again costs no engine calls.

After this many engine calls in a day, Built-in is used until tomorrow (OpenRouteService free plan: 500 a day).

Larger days are shown but not reordered.

Free from account.heigit.org (OpenRouteService), for real road drive times. Stored encrypted; never shown again. Blank keeps Built-in.

Where the day starts and ends. Blank uses Settings > Company address. A team's Start Address (Employees > Team) wins for that team.

Where the drive home is counted to.

First ETA of the day is built from this.

Before the first stop.

After the last stop.

Learned = middle of the last 5 real on-site times at that property for that Service (Start to Done), else the Budget hours from Pricing.

Dragging or nudging a stop locks just that stop, so Optimize leaves it where you put it. Click the lock to unlock.

Set per property (Arrive Between on the property).

Off: nothing is reordered until someone taps Optimize and then Apply.

Re-route suggestions show only when they save at least this many drive minutes.

Optimize for all teams may move unlocked, unstarted stops to another team with room.

A stop only moves to a team that starts or already has a stop this close to it.

Uses each team's Max Minutes and Max Stops (Employees > Team).

A Service with Needs Skills only goes to a team that has every one of them (team Skills).

Uses each team's Tank (gallons) and the gallons each spray Service needs (Pricing). Blank tank = no refills.

Time at the shop to refill.

Spray Services (any Service with products) go in calm, dry hours using the hourly forecast. Mowing and dry Services fill the windy hours.

A product label with a lower max wind wins.

A product label with a lower temperature limit wins.

Base shows one line when re-routing the rest of a team's day would help (late, skipped or added Services).

Nothing changes until someone taps Apply.

One line on Route after the office applies a new order.

On: the re-route review drafts a text for each affected customer for the office to copy. Nothing is sent from here.

On estimates: the best days to start, from Services already nearby on that day and team room.

Stops within this distance count as nearby.

Best days uses the Service's Budget hours when the estimate has one, else this.

Round Planner only suggests moving a Service this many days earlier or later, so program timing holds.

Round Planner: how full a route day should be.

Teams can set their own (Employees > Team).

Hourly labor cost used to value drive time saved.