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Route planning

One day or a whole week, one truck or several.

The planner shows Monday to Sunday with each day's visits, routes and completed stops. Optimize this day orders one technician's stops by distance from their depot for that weekday; ticking several technicians splits the day by area (Professional).

Build Mon–Sun does the same for every day of the week that has visits; days already published are left alone unless you force a rebuild. Publish the week flips every draft live.

Distances are straight-line unless an OSRM server URL is set under Settings → Routing, in which case they are road distances.

Customers can receive a reminder the evening before, an on-my-way text and an all-done text with the visit photo (opt-in per workspace, inside business hours only). Technicians start a clock when they arrive and can add a photo and a note when they tap Complete, and Settings → Routing can require either one.

Last updated Oct 21, 2026.