Use vehicle locations to find the right technician
Smart recommendations can use scheduled appointments or your technicians’ current vehicle position to help you identify the best person for the job.
You can sort your technicians by: Travel Time or Availability, or choose not to sort them at all (Unsorted).
By default, recommendations are based on scheduled appointments, to make it easier for you to plan ahead.
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 Vehicle Location 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 where the GPS signal was lost.
To learn more about creating jobs, read how to create a job.
To learn about Smart Recommendations, read the Smart recommendations overview.