Geocode Cache
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Technician Routing
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Job Duration Settings
Routing Mode:
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Straight-Line Routing
Recommended max 250 jobs
Fastest option
Best for large batch scheduling
Drive-Time Routing
Max 150 jobs per run
Uses road-network travel times
Best for daily routes when travel accuracy matters
Note: Each run uses server routing calls. Large batches take longer to process.
Fast (Straight-Line, max 250)
Drive-Time (max 150)
CSV Template
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Routing
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Auto-Scheduling Assistant
Select Technicians
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Jobs/Tech/Day:
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Wed
Thu
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Sat
Date Filter:
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Technician Routing Mode Active
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Dispatcher Setup
Confirm which technicians are included and optionally set their starting addresses for routing:
Reassign all jobs (including already-assigned)
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Route Summary
Save Scheduled to Ledger
Date
Technician
Job Count
Estimated Drive Time
Estimated Work Time
Status
Filter by Technician:
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Routing Ledger
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Send Mode
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Push Confirmed Jobs to CRM
Dry run CRM push
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Rejected
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Any Customer Status
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Customer
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Phone
Email
Tech
Date
Time
Order
Dispatch Approval
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CRM Push Status
Actions
Messaging Usage
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SMS Sent
0
SMS Units
0
Email Sent
0
Email Units
0
Failed
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Total Units
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CRM Push Queue
Show completed CRM pushes
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Retry Failed
Provider
Action
Status
Attempts
Next Attempt
UJID
CRM Job ID
Last Error
CRM Technician Mapping
Provider
FieldPulse
Refresh FieldPulse Users
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SYR Technician
FieldPulse User
Current Mapping
Technician Legend
Send Confirmations Preview
Send Mode
Jobs to notify
SMS messages
Email messages
Skipped rows
Only approved jobs with Confirm = not_sent will be contacted.
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marked job(s)? This will permanently remove only eligible jobs marked Delete. This cannot be undone.
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Job Duration Settings
Enable Job Duration Scheduling
Day Start Time
Scheduling Strategy
Nearest-Next (Default)
Density-First (Cluster Preference)
Cluster-Fill (Neighborhood First)
Neighborhood Cluster Radius (miles)
0.25
0.35
0.5
Skip failed addresses in routing/export
Clear Geocode Cache
Clears saved address lookups.
Job Type Duration Map (JobType -> Hours)
Example: startup=2, winterization=1
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AI Guide
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Avoid customer-specific details.
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Technicians are read-only while offline/unavailable. Reconnect to edit.
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