Garage Door OS Docs
Jobs & Scheduling

Route Optimization & Bulk Scheduling

Planned route optimization and bulk scheduling from the scheduler.
3 min read

Route Optimization & Bulk Scheduling

Plan technician routes from the Scheduler and schedule jobs individually today. One-click bulk scheduling and side-panel route optimization are not fully released yet.

Overview

ServiceFlow splits route and bulk workflows across two areas:
AreaStatusWhat it does
Route Planning tab (/scheduler?tab=routes)AvailableGenerate routes for a date, optimize stop order, save templates, review metrics
Job Scheduling panel → Optimize RoutesComing soonToast: “Route optimization coming soon!”
Job Scheduling panel → Bulk ScheduleComing soonToast: “Bulk scheduling coming soon!”
The Route Planning tab is the supported path for route generation and optimization today. The side-panel buttons are placeholders for faster workflows from the dispatch queue.

How to access

Route Planning (available)
  1. Open Scheduler (/scheduler).
  2. Click Route Planning (or go to /scheduler?tab=routes).
Bulk / quick optimize (coming soon)
  1. Open Scheduler → Calendar View tab.
  2. Open the Job Scheduling side panel.
  3. Scroll to Quick Actions → Bulk Schedule or Optimize Routes.
Reference docs: Routes guide, Scheduler docs.

What you can do today

Route Planning tab
  • Auto-generate routes for the selected date from unassigned/scheduled jobs.
  • Optimize individual routes (standard or AI-assisted where enabled).
  • Bulk optimize selected routes from the routes table.
  • Review distance, duration, and efficiency metrics.
  • Save routes as templates for reuse.
  • Assign jobs to technicians via proximity-based suggestions (when addresses and maps data are present).
Job Scheduling panel (individual scheduling)
  • Assign or schedule one job at a time from the unscheduled list.
  • Create a new job from the panel.

Prerequisites

  • Technician start addresses in user profiles improve starting-point accuracy.
  • Jobs need valid service addresses for distance and optimization.
  • Google Maps APIs (Distance Matrix / Directions) should be configured for best results; a fallback distance calculation may apply when maps are unavailable.
  • Appropriate job and scheduler permissions for your role.

Step-by-step

Generate and optimize routes (supported path)

  1. Go to Scheduler → Route Planning.
  2. Select the date and optional technician filter in the scheduler header.
  3. Routes generate when you open the tab (or use Generate Routes if shown).
  4. Select a route and click Optimize (standard or AI if offered).
  5. Review stop order and timing; adjust assignments on the timeline or calendar if jobs overlap.
  6. Share or export route details with technicians per your internal process.

What happens if you use side-panel quick actions

  1. Open Job Scheduling in the scheduler side panel.
  2. Click Bulk Schedule or Optimize Routes.
  3. A “coming soon” info message appears—no modal opens yet.
  4. Use individual Schedule / Assign actions or the Route Planning tab instead.

Current limitations

  • Bulk Schedule from the side panel is not implemented; scheduling many unscheduled jobs still requires individual actions or the jobs list.
  • Optimize Routes from the side panel is not implemented; use the Route Planning tab.
  • Route optimization does not automatically resolve time conflicts on the timeline—always verify job times in Timeline View or Calendar View.
  • Optimization quality depends on address geocoding, traffic APIs, and technician availability data.

Roadmap

Planned improvements (not yet in production):
  • Bulk scheduling modal to assign date, time, and technician to multiple unscheduled jobs at once.
  • One-click optimize from the Job Scheduling panel, wired to the same engine as Route Planning.
  • Tighter integration between optimized routes and automatic timeline updates.
Until then, treat Route Planning as the source of truth for route optimization and schedule jobs individually from the dispatch panel.

Related features