Schedule map view

Efficient routing is essential for lawn and garden maintenance businesses. Minimizing driving time not only saves on fuel costs but also allows you to serve more clients each day, maximizing your profits. However, visualizing and optimizing routes can be challenging when you’re only looking at a list of scheduled visits.

The schedule map shows your upcoming visits on a map, colour-coded by job run, so you can see where routes overlap and which visits sit closer to a different run.

Web browser only. Open Schedule and click Map view. This is not in the iOS or Android app. If you are on your phone, sign in at app.sortscape.com in a browser.

Group nearby visits into the same run

Use this when a run looks messy and jobs that are close together are split across different runs or days. The map does not auto-group visits. You move them one at a time.

1. Open Schedule.
2. Click Map view.
3. In the sidebar, tick the job runs you want to compare. Pins use each run’s colour.
4. Look for a pin that sits closer to another run’s cluster.
5. Click that pin, then Change job run, and pick the run that matches that area.
6. For a repeating visit, tick Also apply to future visits if that customer should stay on that run going forward.

Work through the outliers until each run is a tight geographic group. Then use route optimization on each run to reorder the stops. That map (the map button on a job run) only changes order inside one run. It does not move visits between runs.

Do not use Clear schedule to regroup a run. That permanently deletes upcoming visits from a date onward.

Benefits

1. Visual Overview: Get a geographic display of all your scheduled visits.
2. Color-Coded Job Runs: Each job run is assigned a unique color for easy identification.
3. Enhanced Efficiency: Quickly spot visits that could be reassigned to different job runs to optimize routes.

How to optimize your routes

Access the schedule map view

• Open Schedule.
• Click Map view.

Select job runs to highlight

• In the side bar on the map view, you’ll see a list of your job runs.
• Click on the job runs you want to highlight. Their associated visits will appear on the map in their dedicated colors.

Hover to see visit order

• Hover over a job run in the side bar.
• The map will display lines connecting the visits in that job run, showing the order in which they are scheduled.

Identify visits for reassignment

• Look for visit pins that are closer to a different job run.
• These visits might be more efficiently serviced by another team or on a different route.

Change the job run for a visit

• Click on the visit pin you want to reassign.
• In the visit details popup, click Change job run.
• Select the new job run you want to assign the visit to.
• For a repeating visit, tick Also apply to future visits if later visits in the series should stay on that run.
• The visit pin updates to the colour of the new job run.

Repeat as necessary

• Continue reviewing and adjusting visits until each run is grouped by area.

Tips for maximizing efficiency

• Regular Reviews: Make it a habit to review your routes weekly using Map view.
• Team Communication: Inform your team about any changes in their job runs to ensure a smooth workflow.
• Consider Traffic Patterns: Take into account peak traffic times when optimizing your routes.

Using the Schedule Map View in SortScape empowers you to make data-driven decisions about your routes. By visually mapping out your visits and utilizing the color-coded job runs, you can easily identify and implement changes that reduce driving time and increase profitability.