Optimize Console: Automated Route & Schedule Optimization

Get the right worker to the right job at the right time, most efficiently. Dynamic Optimizer (automated & manual) takes all orders from your chosen time period and schedules them in the most optimized way while adapting to the constraints of proximity, worker and customer needs.

  1. Navigate to Optimize page.
  2. Select Automated Optimization.
  3. Select the Date Range in which you want to Optimize the orders.
  4. Hide/Show Constraints: While optimizing the orders, you can put additional constraints/ conditions on your order. Click on Show/Hide Constraints to check the filters available.
    • Customer Category: You can select specific Customer Category to filter out the orders. If kept blank, the optimization will run on all the customer categories.
    • Order Category: Select Orders belonging to certain Order category. If kept blank, the optimization will run on all the Order categories.
    • Workers: Select specific workers. If kept blank, the optimization will include all workers.
  5. Select unscheduled orders: Consider Unscheduled orders for optimization. 
  6. Click on Get Optimize Plan.
  7. Once the Optimization is Finished, analyse the orders in the map and evaluate the analytics of before and after the optimization.





  • Map View: The map view shows the order locations on the map.The order locations will be listed serially which is in sync with the tabular view below the map. 
  • Order List: View the Complete information about the orders.
    • Lbl: References to the number in the map
    • ID: Defines the Order ID
    • Customer: Customer corresponding to the particular order.
    • Start: The Optimized starting date and Time for the particular order. It calculates the time based on the Promise Date and Time specified.
    • Date Window: Corresponds the date window set in Promise Time.( refer to Plan Console: Create & View Orders within Plan, Schedule, Optimize section of our tutorial)
    • Time Window: Refers to time window set in Promise Time.
    • Worker: Gives the Optimal and available worker suitable for the job.
    • Status: Check the status of the orders.


  • Analytics: Analyse the Efficiency, Travel time and Slack hours for the orders. Evaluate the stats of Pre and Post Optimization engine.



Scheduled vs Unscheduled Orders:

Validate the number of orders which were earlier unscheduled/had Plan Exceptions before the Optimization engine and how many of them got scheduled Post Optimization.




  • Click on Save Optimized Plan to commit the changes.


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