Route Planning and Scheduling Software for Installation and Maintenance Businesses
Increase the number of jobs your team can complete every day by optimizing their work schedules in seconds. Automate your entire week and improve your customer service.
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Efficient Scheduling and Route Planning for Your Technicians
Faster planning and efficient routes for your field workers save you time and money to help your business grow.
Get started in a matter of minutes
Intuitive, easy-to-use platform, with 24/7 support.
Cut your route planning time by 95%
Automate, integrate, and simplify your daily scheduling.
Cut costs by 30% every day
Reduce technician hours, overtime, and fuel costs.
Increase your territory by 43% without adding more technicians
Service more jobs with improved route planning and optimization.
How Planning Routes and Schedules Work
Add your customer orders
- Upload work orders as an Excel or CSV or integrate with existing systems.
- Include multiple workflow parameters like service time windows, task durations, technician’s skills, and much more.
- Plan efficient multi-stop routes instantly with dynamic replanning to easily add mid-day orders.
- Configure start and end locations for your technicians.
Efficiently manage your technicians
- Define limits on working hours, overtime work, and breaks.
- Assign technicians based on field service areas.
- Balance workloads among field technicians.
Track performance in real time
- Shows the dispatching team where your technicians are at any time.
- See in real time what is finished, who is behind, and what still needs to be completed.
- Re-plan for last-minute or canceled jobs without hassle and no disruption to the existing routes.
Give customers real-time service updates
- Manage customer expectations by giving them an arrival time window or the scheduled arrival time.
- Minimize the number of inbound customer inquiries to your office staff about technician arrival times.
- Meet SLAs with realistic schedules and accurate arrival times.
- Collect feedback from your customers.
Add Proof of Service to tasks
- Service technicians can take photos upon service completion.
- Upload photos on-site and record what was done or what needs to be completed on your next visit.
- Collect signatures once service requests are completed that show customers were satisfied.
- Digitized documentation makes record keeping seamless and resolves customer complaints or inquiries.
Improve your technician scheduling
- Schedule jobs up to five weeks in advance optimized based on all the criteria specific to your workflow.
- Restrict tasks to a specific date or date range.
- Respect the availability of your field workforce.
Provide task lists and navigation via Mobile App
- Send schedules and routes to technicians’ mobile devices (iOS and Android apps).
- Reduce errors with tasks, job statuses, schedules, and navigation located in our Mobile App.
- Drivers see mid-route changes immediately on their screens.
Coordinate orders between multiple people
- Facilitate seamless collaboration.
- Ensure that multiple service technicians arrive at the same time, regardless of where the job lands in their respective routes.
Modify routes in real-time with Intelligent Drag & Drop
- Adapt to last-minute changes with fastest-in-the-market tool.
- Share and collaborate on route adjustments with team members in real-time.
- Let OptimoRoute find the best place for the job in the timeline.
How to Improve Your Installation and Maintenance Service With Smarter Routes
1. Sign up for a 30-day free trial
Our optimization consultant will be in touch immediately.
2. Import your tasks and drivers and plan their routes
Everything you need to help you get started.
3. Read how Telgian doubled in volume while reducing planning efforts by 82%
By implementing OptimoRoute, planning is now 82% more efficient, and it takes one person an average of eight days, which translated into a 66% reduction in manpower.
Frequently Asked Questions
Is OptimoRoute a good fit for my installation & maintenance business?
OptimoRoute is versatile field service management software that caters to various industries including flooring, roofing, HVAC, swimming pool, security system companies, electric utilities, fire safety companies, and retail installations. With features like Weekly Planning and Multi-day Long-haul, it offers flexibility and additional constraints for efficient route planning. Weekly Planning allows maintenance companies to efficiently plan maintenance by deadlines, while easily fitting in emergencies. Multi-day Long-haul allows companies to plan out routes that last several days, covering a large territory. Field service companies can save significant planning time, scale with existing staff, and seamlessly handle maintenance and emergency tasks.
Case studiesWhat do I need to set up OptimoRoute?
OptimoRoute is a web-based field service software, eliminating the need for installation on your computer. All you need is a web browser to access the platform. To get started quickly, you can schedule a demo with one of our optimization consultants by clicking here. They will guide you through the process and help you make the most of our software.
Learn howIs there a limit on the number of orders I can plan at once?
Depending on your plan, the limit is 700, 1000, or more. This means that you can import 700, 1000 or thousands of orders at once, as well as have that same number of orders being taken into consideration for planning during your planning timeframe.
Pricing
Reduce your operational costs by 30%
Increase delivery capacity by 43%
Plan 7x faster