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Zuper: Routing Annual Maintenance Jobs

Annual maintenance routes are critical for keeping equipment reliable and customers happy. Planning them in Zuper is simple when you combine filters, selection tools, and optimization features.

 

Filtering Upcoming Jobs

Start by applying the “Unassigned Next Month” filter on the dispatch board. This shows only jobs due in the next month that haven’t yet been scheduled. For example, in September you’d plan for October’s jobs.

Selecting Jobs

Zuper offers several tools:

  • Pointer tool: Click jobs one by one for precise selection.

  • Shape tools: Draw a rectangle or circle around an area to select multiple jobs at once.

Many planners prefer the pointer, starting from jobs farthest out and working inward. This approach leaves room for emergency jobs that usually arise closer to the service hub.

Building Balanced Routes

When creating routes:

  • Book only about 80% of daily capacity. If a tech can handle 5 jobs, schedule 4 to leave flexibility.

  • Assign routes clearly (e.g., “Tech 1 – Oct 1”).

  • Set start and end points — this could be the office, a depot, or even the technician’s home.

Using Color Coding

Assign different colors for each technician’s routes. This makes it easy to spot overlaps or gaps on the dispatch map.

Keeping the Board Clean

As you plan multiple days, use date filters (e.g., “October 2nd only”) to hide past routes and reduce clutter.

Optimizing Routes

After routes are built, Zuper’s Optimize Route feature can automatically reorder jobs for shortest travel time. This ensures maximum efficiency and reduced fuel costs.

Conclusion: With filters, balanced scheduling, and optimization tools, annual maintenance routing becomes not only efficient but also flexible enough to handle last-minute changes.