Scheduling & Routing: Lesson 2

Follow along step by step with this interactive guide:

How to Build and Optimize Routes in Zuper

Overview

Zuper’s routing tools allow you to group maintenance jobs, assign them to technicians, and create efficient daily routes that minimize drive time and maximize productivity.

This guide walks you through how to:

Filter and organize maintenance jobs
Build a route from selected jobs
Assign technicians and schedule routes
Add additional jobs to an existing route
Optimize routes for maximum efficiency

💡 Tip: Use this article alongside the interactive walkthrough on this page for a guided, click-by-click experience.

Step 1: Open the Routes Workspace

From your Zuper dashboard:

Navigate to Routes
Review any existing routes
Switch to Planning View

This is where you’ll organize and prepare jobs before building routes.

Step 2: Switch to Map View

Inside Planning:

Toggle to Map View

This allows you to visually group jobs based on location, which is key for efficient routing.

Step 3: Filter Your Jobs

Before building a route, narrow down your job list.

Filter by Job Type

Open Filters
Select Job Type
Choose:
- Air Cooled Maintenance
- Liquid Cooled Maintenance

Filter by Date

Add another filter for Scheduled Start Date
Set it to your desired range (e.g., current month)

This ensures you're only working with relevant jobs.

Step 4: Select Jobs on the Map

Now that your jobs are filtered:

Use the selection tool (rectangle selector)
Highlight jobs that are geographically close
Confirm your selection

This is where efficiency starts—group nearby jobs together.

Step 5: Create a Route

With jobs selected:

Click Create Route
Enter a Route Title
- Example: Adam – April 1 – Maintenance

Use a consistent naming convention so routes are easy to identify later.

Step 6: Assign a Technician

Select the technician for the route
Ensure they are:
- Qualified for the work
- In the correct service area

Assigning the right technician upfront prevents scheduling issues later.

Step 7: Set Start and End Locations

Define where the technician:

Starts their day (office, home, warehouse)
Ends their day

This helps Zuper calculate a realistic and efficient route.

Step 8: Set Route Schedule

Fill in scheduling details:

Route Date
Departure Time
Estimated Duration

Then click Create Route

These details ensure the route appears correctly on the dispatch board.

Step 9: Add More Jobs to the Route (Optional)

If additional nearby jobs are available:

Go back to Planning view
Select additional jobs
Choose Add to Route
Select your existing route

This allows you to maximize technician efficiency by filling gaps in the route.

Step 10: Optimize the Route

Once all jobs are included:

Open the route
Click the Optimize (magic wand) tool

Zuper will:

Reorder stops
Reduce drive time
Improve route flow

This step is critical for building the most efficient route possible.

Step 11: Review in Dispatch Board

Finally:

Go to Schedule / Dispatch Board
Select:
- Technician
- Route date
Expand the route to review all jobs

Confirm everything looks correct before the technician begins their day.

Best Practices

Group jobs geographically first, not just by date
Always verify technician skills and territory
Set accurate start and end locations
Run optimization after adding jobs
Review routes before dispatching

Common Questions

Why aren’t my jobs showing up?

Check:

Filters (job type, date)
Job status
Assigned territory

Can I edit a route after creating it?

Yes. You can:

Add or remove jobs
Re-optimize the route
Adjust timing and technician

Should I always optimize routes?

Yes. Even if the route looks correct, optimization can further reduce drive time and improve efficiency.

You’re Ready to Route

Once you get comfortable with this workflow, routing becomes fast, repeatable, and highly efficient.

Use this process consistently to keep your technicians organized and your operations running smoothly.

Scheduling & Routing: Lesson 2 - Creating a Route

This article walks through Routing in Zuper. Zuper’s routing tools allow you to group maintenance jobs, assign them to technicians, and create efficient daily routes that minimize drive time and maximize productivity.