Route Optimization & Memorization available on Premier Tier, only.
The Route Optimization tool can be used to place the stops on a route in the most efficient order based on the event locations, as well as the Driver’s Operation location.
In this article:
- Add a Location to Each Operation
- Select a Route Operation for Each Driver on Their User Page
Before Optimizing a Route
Before you can begin optimizing routes, you will need to complete the setting adjustments & configurations listed below:
Add a Location to Each Operation
1. Navigate to: Admin > Operations
2. Select Edit next to the Operation
3. Complete the location details
4. Select Update Operation
Select a Route Operation for Each Driver on Their User Page
1. Navigate to: Admin > Users
2. Select the User’s Name
3. Select their designated Route Operation
4. Select Update User
*Note: The Operation location for the selected Route Operation is used as the Driver’s
starting point when optimizing their routes.
Optimize a Route
Once you have completed the Operation & User updates, follow the steps below to optimize a route:
1. Navigate to: Route Planner > Route Planner
2. Add events to a Driver’s route as outlined in this article here
3. Select the arrow to the right of the Driver's name
4. Select Optimize Route
Note: The gaps between the optimized events represent drive time.
Additional Notes
- The Route Optimization feature must be turned on by a SingleOps team member.
- The Route Optimization does not take into account the start point being your end point. To prevent your driver/crews/salespersons from traveling too far, SingleOps suggests that companies with multiple crews should assign each crew/salespeople to a specific area to minimize drive time and distance.
- The default length for optimized Visits can be set to 15, 30, 60, 90, or 120 minutes. This must be set by a SingleOps team member.
- The default Visit length can also be determined by setting a Crew Size on the Driver’s User page.
- Navigate to: Admin > Users, select the User’s Name, & update their Crew Size:
- If a Visit being Optimized has an Assignee with a stipulated Crew Size, as well as estimated Labor, the default Visit length will be overridden by the following calculation: Estimated Labor / Crew Size
- Navigate to: Admin > Users, select the User’s Name, & update their Crew Size:
- The range of your work day determines the length of time available for events on a route. For example, if your work day is set to start at 7:00 am & end at 3:00 pm & your default length for optimized visits is 60 minutes, it is not possible to fit 10 stops on an optimized route.
- The only way to "undo" an optimized route is to manually move the events back into their original order.
- Route Optimization can only be used on an entire route. It is not possible to exclude a stop on a route when using this tool.
- This tool should not be used if the order of events for the Driver on a given day needs to be controlled (i.e. your Clients schedule Visits for specific times of the day).
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