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Route Optimization Workflow

Assign jobs from the unassigned queue and optimize routes to save drive time

POM's route optimization feature helps dispatchers efficiently assign jobs and optimize technician routes to minimize drive time. This two-step workflow ensures your team covers more pools with less time on the road.

 

Overview

 

The route optimization workflow consists of two main steps:

1. Assign jobs from the Unassigned Queue to technicians

2. Use the Route Optimizer to set the best order/sequence for each technician's stops

 

Step 1: Assign Jobs from the Unassigned Queue

 

The Unassigned Queue shows all jobs that haven't been assigned to a technician yet. To assign jobs:

 

1. Go to Schedule and look for the Unassigned Queue section. TIP: The Combined view works best for this

2. You'll see a list of jobs waiting to be assigned with customer names and addresses

3. Drag and drop jobs onto a technician's schedule, or click the job and select a technician

4. Jobs will appear on the technician's route for that day

 

Step 2: Optimize the Route

 

Once jobs are assigned, use the Route Optimizer to set the most efficient order:

 

1. Navigate to the Schedule view (SCHEDULE or COMBINED tab)

2. Click on the technician's name in the Gantt chart to open the Route Optimizer panel

optimize route

3. The Route Optimizer shows:

   - Total drive time and miles for the current route

   - A numbered list of all stops

   - A map showing the route

 

5. Toggle "Show Optimization" to see the suggested optimized route

   - This displays the potential time and mileage savings

   - Compare the current route vs. the optimized route

 

6. Click "UPDATE ROUTE" to apply the optimized order

 

Additional Options

 

- Reverse Route Order: Flip the entire route if that works better for the technician

- Avoid tolls: Toggle this on to route around toll roads