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Review and commit optimized routes

Run route optimization for the day, review the proposed assignments on the map, and commit them to your technicians’ schedules.

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Before you start

  • You must have Dispatcher or Admin role.
  • Open jobs for the day must be entered in Servinix with confirmed service addresses.
  • Technician shifts must be configured in FSM Settings → Shifts.

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Steps

  1. In the portal, navigate to Dispatch → Route Optimization (or Schedule → Optimize depending on your portal version).
  2. Select the date you want to optimize.
  3. Confirm the list of available technicians and jobs shown on screen. Uncheck any technician who is unavailable that day.
  4. Click Optimize routes.
  5. Wait for the optimizer to return proposed routes (typically under 5 seconds for most fleets).
  6. Review the proposed routes on the map view:
    • Each technician’s route is shown in a distinct color.
    • Stops are numbered in sequence. Click any stop to see the job details and estimated arrival time.
    • Check the panel on the left for any unassigned jobs — these need manual attention.
  7. For each technician, verify:
    • The first stop is a reasonable distance from their start location.
    • The total route length looks consistent with their shift hours.
    • No customer appointment window conflicts appear (shown with a warning icon).
  8. To make a manual adjustment, drag a job from one technician’s route to another, or drag stops within a route to resequence.
  9. When the routes look correct, click Commit routes. Technicians will receive their updated schedules on the mobile app immediately.

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Result / verify

After committing, each technician’s daily schedule in the Servinix app shows their jobs in the optimized sequence with estimated arrival times. The Jobs activity board reflects the assignments.

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Troubleshooting

Optimization returns no routes. Confirm at least one technician is active with a shift configured for the selected date, and at least one job has a confirmed service address. Several jobs are unassigned. Check whether the jobs have required skills that no available technician holds, or whether their appointment windows fall outside all technician shift hours. Extend a shift, adjust a window, or add a technician and re-run. A technician’s route looks inefficient on the map. Verify the technician’s start location (their home address or depot) is correct in their profile. A wrong start location causes the optimizer to plan routes from the wrong point.