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.

Parents
  • Hi Sylvia, thanks for surfacing this — and Josh and Gwen for the additional context!

    You're correct that the routing engine optimizes on distance + your configured constraints, not live traffic data. The ETA calculations for customer notifications do incorporate real-time traffic from our mapping provider, which is why you sometimes see a discrepancy between the sequenced route and the arrival time shown to customers.

    We're actively evaluating deeper traffic integration for the scheduling engine itself. No timeline to share yet, but it's on our radar.

    For now, the manual lock + buffer approach Sylvia described is the recommended pattern. I've added a note to Route Optimization: How It Works to clarify this distinction.

    Ray — if you're seeing specific roads that should be excluded from routing (long-term construction, bridge closures, etc), those can be flagged at the account level. Reach out via support and we can configure avoidance zones.

Reply
  • Hi Sylvia, thanks for surfacing this — and Josh and Gwen for the additional context!

    You're correct that the routing engine optimizes on distance + your configured constraints, not live traffic data. The ETA calculations for customer notifications do incorporate real-time traffic from our mapping provider, which is why you sometimes see a discrepancy between the sequenced route and the arrival time shown to customers.

    We're actively evaluating deeper traffic integration for the scheduling engine itself. No timeline to share yet, but it's on our radar.

    For now, the manual lock + buffer approach Sylvia described is the recommended pattern. I've added a note to Route Optimization: How It Works to clarify this distinction.

    Ray — if you're seeing specific roads that should be excluded from routing (long-term construction, bridge closures, etc), those can be flagged at the account level. Reach out via support and we can configure avoidance zones.

Children
No Data