Route Optimization: A Complete Guide

Our research shows that 72% of mobile workers report customers feeling more rushed, and 74% say customers expect more than ever before. Route optimization helps ensure mobile workers always take the quickest and most cost-effective routes, reducing drive time and getting to appointments faster.

Route optimization is the process of planning the fastest and most cost-effective way for your mobile field service workers to get from one appointment to another. Route optimization means your mobile workforce spends less time driving, which boosts efficiency and supports sustainability.

Route optimization is a powerful tool in field service management. It can enhance your organization’s field service operations — and can even lead to better customer service experience.

Some of the key benefits of route optimization include:

• Improved efficiency:
  By calculating the most efficient sequence of customer visits based on location and other factors, mobile workers spend less time traveling and more time actively engaging with customers.
• Boosted customer satisfaction:
  Optimized routes ensure timely arrival for customer support in the field, leading to higher customer satisfaction and improved service quality.
• Cost reduction:
  Minimizing travel time translates to decreased fuel costs and operational expenses.
• Accurate scheduling:
  Route optimization allows for more precise workforce management. Considering real-time traffic conditions and other variables such as weather can lead to fewer missed appointments.
• Data-driven decision-making:
  Route optimization software uses data on customer locations, traffic patterns, and field service tech availability to create the most cost-effective and efficient routes.
• Increased sustainability:
  Route optimization means your mobile workers spend less time driving, which boosts efficiency and supports field service sustainability.

Simply put, route optimization helps operations run smoothly. No matter your industry, you’ll likely see benefits from your technician uptime, resource efficiency, and customer satisfaction.

Route optimization software analyzes multiple variables to generate optimal routes. It can consider the distance between job sites, estimated time for a service appointment, and even the availability of resources needed for the job at hand.

Route optimization solutions often integrate GPS and geographic information systems (GIS) data. They also incorporate real-time traffic data, enabling dispatchers to adjust routes on-the-fly based on changing conditions, such as accidents. This flexibility helps reduce delays and can help dispatchers respond quickly to urgent service requests.

Dispatchers and schedulers can map routes and shifts, incorporating information on every technician's vacation times, breaks, training and certifications. By considering all factors‌ — ‌from resource availability to skill sets‌ — they can create dynamic schedules that maximize productivity. This powerful tool can be used by dispatchers to effectively assign field service technicians.

The best platforms connect to software for enterprise resource planning (ERP), customer relationship management (CRM), and other business tools. Apps for smartphones, tablets, and laptop PCs are often cloud-based, like those using Salesforce Field Service. This ensures drivers and technicians can access the software in real time, even if they don’t have internet connectivity.

Artificial Intelligence (AI) and automation are making an impact across field service operations, from AI customer service agents to field service automation. In route optimization, these advancements help managers serve clients better and faster — and help root out inefficiencies in delivery management or field service processes.

Predictive algorithms can help leaders improve vehicle maintenance and fine-tune scheduling based on weather and other common issues. AI-powered analytics can help monitor performance, analyze trends, and catch outliers.

AI agents, like Agentforce, are at the forefront of field service AI. Agentforce for resource management acts as an AI assistant, directly in the flow of work, to help streamline scheduling and exception handling.

Route optimization is a powerful tool that can significantly improve efficiency in various industries. Here are a few examples to illustrate how it can work:

Delivery services: A delivery company needs to deliver packages to 20 different addresses in a city. Route optimization software can help determine the most efficient sequence of stops to minimize travel time and distance. It can even update routes with real-time information provided by customer self service, self-service portals and AI-powered solutions, like Agentforce for Appointment Scheduling.

Home repair services: A company that provides home maintenance and repair services needs to schedule technicians to visit multiple customer sites. By optimizing the routes for each technician, the company’s dispatch management can reduce travel time between jobs, increase the number of service calls completed in a day, and improve customer satisfaction.

Waste management: A waste management company’s case load is full of collection points across a city. Route optimization can help plan the most efficient collection routes, reducing the time and fuel spent on each collection run. This can also help in better resource allocation and timely service.

Retail logistics: A retail company needs new display signage across its regional stores. While effective work order management determines the right steps to take and parts to bring, route optimization reduces the worker’s drive times and fuel costs.

Emergency services: A utility service needs to respond to a regional power outage. Route optimization can help determine the fastest and most efficient routes to down lines and blown transformers. When it’s important to act fast, route optimization gets the technicians where they need to be, quickly and efficiently.

Route optimization works best when you create a plan, customize your software to meet your needs, and monitor your progress when the software is live.

Before diving into software selection, assess your specific needs and goals. Consider factors such as the size of your business, the volume of service requests, and the geographic areas you cover.

Organize your data. Make sure your internal data — like employee details, locations, and jobs to be done — is up-to-date and accurate. Knowledge management can help.

Your route optimization system should seamlessly integrate with the rest of your field service management software. This integration improves communication across departments, and ensures that everyone has access to up-to-date information.

Before going live with route optimization software, piloting the system is crucial for ensuring a smooth implementation. After running initial tests, configure the software to meet your business needs.

After implementation, check the software’s impact on operations. Consider the metrics that matter most in field service, like travel times, fuel costs, and service completion rates. Adjust routing strategies continuously to improve efficiency and effectiveness.

Encourage feedback from your teams regarding the software’s usability and impact. Their insights can help identify areas for improvement.

​​Route optimization software can be a standalone from your customer service software such as Service Cloud, or part of a comprehensive field-service management solution like Salesforce Field Service. Some points to consider when evaluating software include:

• Assess your current solutions: Where are your field service tools falling short? What would you prefer they could do?
• Identify automation opportunities: Are field service technicians or managers putting up with time-consuming or frustrating processes? These issues often can be simplified or eliminated with route optimization software.
• Survey your professional network: What are your colleagues in other organizations using? How are they handling route optimization, and are they satisfied with their solutions?
• Read software reviews: Customer feedback can provide useful insight from organizations who have used various systems. Check out G2 to see ‌real-world feedback from people who've used products like Salesforce Field Service.
• Employee resources: Consider options that come with online training resources, such as Trailhead. Online groups, like the Serviceblazer Community on Slack, provide a space for your team to exchange knowledge with others in this line of work.

Routing is a complex challenge for anyone in field service management. With the right field service route optimization software, you'll be ready to get the right field service technician to the right place at the right time.