Pro tip addition: Route optimization with traffic awareness

Following up on the discussion about route optimization logic — wanted to share something that isn't obvious in the UI.

The route optimizer calculates distance first, then factors in your technicians' Work Hours and Service Area constraints. What it doesn't do by default: live traffic.

But here's the workaround we use at scale (50+ techs, metro area):

  • Set Service Area polygons conservatively — we shrink them by ~15% during rush hours
  • Adjust Work Order Duration estimates upward for cross-town routes (we add 20% buffer)
  • Use Manual Schedule Lock on your first two jobs of day — lets the optimizer sequence the rest around fixed anchors

The 3.2 release added traffic-aware ETA calculations for customer notifications, but the actual sequencing logic still runs on straight-line distance + your configured parameters. Worth knowing the difference.

Related: Route Optimization Not Accounting for Traffic — this was logged as expected behavior, not a bug.

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  • Seconding the buffer approach, but I'd push back slightly on shrinking service areas. We tried that and ended up with techs sitting idle at zone edges while calls stacked up just outside.

    What worked better for us: overlapping zones with priority weighting. Techs can flex across boundaries when needed, and the dispatcher has visibility to override.

    Also worth noting — the ETA shown to customers pulls from live traffic, but your internal dispatch view doesn't. Creates confusion if you're not aligned on that.

  • Fair point on zone edges. We solved that with Secondary Service Areas — techs have a primary zone (tight) and secondary (wider) that only activates when primary coverage is maxed. Takes more upfront config but reduces dispatcher overrides by a lot.

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