Sort smart recommendations

Smart recommendations let you sort your listed technicians to make scheduling easier.

Schedule or vehicle location

Use scheduled appointments or your technicians’ current vehicle position to help you identify the best person for the job.

Recommendations by location

To make it easier for you to plan ahead, Schedule is selected by default.

Choose Vehicle Location to calculate recommendations based on where your technicians are at that moment. This lets you assign technicians to jobs as they come up and judge how long it will take to reach the customer’s address.

Selecting this option displays additional icons in the scheduler. These give you extra information on the status of the vehicle, the travel time needed to reach the desired address, if the technician has been delayed, and points to where the GPS signal was lost.

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Refining your recommendations

Once you have made this choice, you can refine your search further using the menu below:

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Choose from these four categories: Total travel time, Schedule efficiency, Knows customer, and Unsorted.

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Total travel time

Sorting by Total travel time highlights technicians whose schedule takes them close to the job location at the required time.

This is calculated using the technician’s current location, the technician’s home address, or your company address.

We recommend that you add your company address and your technicians' starting locations (if they do not start and end their day at the company location).

Learn how to Add your company information.

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Schedule efficiency

Sorting by Schedule efficiency highlights technicians that may not be passing close to a job location but have the time in their schedule to travel there and return before their next appointment.

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Knows customer

Sorting by Knows Customer will show technicians that have done jobs for the customer previously.

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Unsorted

Unsorted will let you search all of your registered technicians.

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Learn how to Create a new job.

Learn how to Edit drivers and technicians.

Read the Smart recommendations overview.


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