Route & Schedule Administration
The Route Planning function within the Field Service Management (FSM) platform provides the operational backbone for efficient scheduling, technician assignment, and daily field optimisation. As an administrator, your role is to define the rules, settings, and structures that allow the system to generate accurate, efficient, and compliant routes for field resources. This includes configuring service areas, travel parameters, technician skills and availability, optimisation rules, and any organisation-specific constraints that influence how the system plans and sequences work.
Administration of Route Planning focuses on establishing the framework that the business relies on for consistent and predictable scheduling outcomes. Once these foundational elements are correctly configured, dispatchers and field teams can operate with confidence, knowing that the system is applying the right logic when building routes. While this section just outlines the administrative concepts and purpose, the step-by-step operational instructions are intentionally excluded here. All detailed user actions — including how to create, modify, or execute route plans — are documented in the “Using” section of this guide for easy reference.