Set Route Planning Preferences

Two levels of route planning

Fieldified supports two complementary routing workflows.

Master route

The master route is a reusable ordering of service properties. It works as a template for businesses with predictable territories or recurring service patterns.

Daily route

The daily route contains only the visits scheduled for a particular day. Dispatchers can adjust it for new work, absences, traffic, appointment times, and other daily conditions.

Build the preferred baseline once, then refine it from the daily schedule as conditions change.

Enable route planning

1. Open the route optimization area from Settings.
2. Select Enable Route Planning.
3. Confirm that client properties have complete, mappable addresses.
4. Review the properties shown on the map.

Correct missing or inaccurate addresses before optimizing. Route quality depends on the underlying property locations.

Create an optimized master route

To let Fieldified calculate the property order:

1. Select Optimize.
2. Choose or confirm the starting point.
3. Review the proposed route and distance.
4. Check for properties placed outside their expected service area.
5. Select Save.

Optimization finds an efficient order from the available addresses. It does not know every operational constraint, such as client access hours, vehicle restrictions, technician skills, or mandatory appointment times.

Build the route manually

To choose the order yourself:

1. Select the first property on the map or property list.
2. Choose Start Route Here.
3. Select each remaining property in the required order.
4. Review the route line as it develops.
5. Select Save.

Use manual routing for fixed territories, contractual sequences, equipment constraints, or business rules that a distance calculation cannot represent.

Select Reset Route only when the saved ordering should be cleared and rebuilt.

Add a property to the route

New client properties are not automatically placed at the ideal point in an existing route.

To insert one:

1. Open the master route.
2. Select the property that should come immediately before the new stop.
3. Choose Insert After This Point.
4. Select the new property.
5. Add any other properties in order.
6. Review the changed route.
7. Save.

The map can distinguish the proposed change from the currently saved route until you commit it.

Remove a property

1. Select the property on the map or in the list.
2. Choose Remove from Route.
3. Review the connection between the surrounding stops.
4. Save.

Removing a property from the master route does not delete its client or property record.

How the master route is used

The saved master order provides a baseline for scheduled work connected to those properties, especially untimed work placed on a specific date.

The corresponding order can appear in:

• Schedule map view
• Dispatcher routing tools
• Team mobile schedules

Timed appointments and daily changes can alter the practical order. Use Plan an Efficient Daily Route to optimize the actual workday.

Maintain route quality

Review the master route when:

• A property is added or archived
• A service territory changes
• The business opens a new depot
• Recurring routes are reorganized
• Address coordinates are corrected
• Seasonal workloads change

Keep a stable master route when consistency matters, but do not force it onto a day whose appointment constraints require a different order.

Related articles

• Plan an Efficient Daily Route
• Configure Scheduling and Work Defaults
• Add and Manage Team Members