Press enter or space to select a node.You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
About This Automation
Building service routes manually each week consumes hours of planning, cross-referencing, and coordination. Technicians wait for assignments, and last-minute changes trigger time-consuming re-planning.
Automation analyzes confirmed appointments, technician skills, and geography to generate optimized routes in minutes. The system adapts to cancellations and urgent requests in real time, freeing the operations team to focus on customer service.
Key features:
Analyze confirmed appointments and technician availability to build efficient routes automatically
Optimize routes by geography and skill requirements to minimize travel time and balance workload
Deliver route assignments to technicians by early morning with all appointment details and customer notes
Monitor for cancellations and urgent appointments throughout the week and re-optimize routes instantly
Update your CRM and notify the team of all changes without manual data entry
Hidden Overhead™Context switching between CRM, calendars, and spreadsheets adds invisible.
7.4/ 10
How The Automation Works
The full workflow, from trigger to completion.
Press enter or space to select a node.You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
1. Weekly Schedule Window Openstrigger
Every Monday at 6 AM, the automation checks the CRM for all confirmed service appointments for the coming week.
2. Fetch Appointments and Technician Data
The automation pulls appointment details, customer service history, required certifications, and technician availability from the CRM and calendar.
3. Route Optimisation
The automation groups appointments by geography, matches technician skills to service requirements, and builds efficient routes that minimise travel time and balance workload.
4. Create Route Records in CRM
The automation creates route records in the CRM, assigns technicians to each appointment, and marks them as scheduled.
5. Send Route Assignments via Email
Technicians receive detailed route assignments via email, including appointment times, addresses, customer notes, and estimated travel times.
6. Post Route Summary
A formatted summary of the week's routes is posted to the team channel for visibility and quick reference.
7. Update Calendar with Route Blocks
Technician calendars are updated with route blocks and appointment times, preventing double-booking and ensuring visibility.
Everything you need to know before mapping this process.
The system monitors for changes throughout the week and automatically re-optimizes affected routes, then notifies all impacted technicians of the updates in real time.
HubSpot
Google Calendar
Google Sheets
Gmail
Slack