Field Technician Logic
Configure booking calendars for customer appointments
Manage all promotions (active, inactive, and past)
Configure appointment durations and descriptions
No appointment types
Click "Add Appointment Type" to create your first type
Manage tech skills, service regions, and scheduling constraints
Manage access levels and user permissions
Permission templates for user roles
Manage recurring blocks that auto-expand for the next 90 days
Manage SAF closeout resolution codes shown to field technicians
Upload Zendesk CSV to schedule drop bury service orders
Drag & drop a CSV file here, or click to browse
Accepts .csv, .tsv, .txt (Zendesk drop bury exports)
Export reports, schedules, and configuration
Data export functionality is currently in development.
Configure when the optimizer runs for each region
Enable/disable automatic tech optimization per region
Live view of techs running over their scheduled job duration
Configure and execute route optimization
OR-Tools: Google's constraint solver with three-factor optimization (Distance, Workload, Priority)
Control how the optimizer balances three factors. Weights must sum to 100%.
Snap rounds appointment times to the nearest interval. Travel buffer is the minimum gap between jobs.
Fills free tech time with pullable appointment types from future dates (50% buffer). Requires pullFromFuture to be enabled on appointment types.
View your most recent optimization run
Run an optimization to see results here
Browse and compare past optimization runs
Compare multiple optimization runs for the same region and date
Monitor optimizer queue and worker status
Configure appointment prioritization weights and factors
Priority rules are configured per region
Choose a region above to configure priority rules
Loading availability data...
Select a region to view tech schedules
| Date / Time | Tech | Customer | Address | Region | CID | TID / Ticket | Status | Duration |
|---|
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