Scheduled locations · schematic only · not live GPS
NEW APPOINTMENT · 11 AM–1 PM
A nearby stop is only part of the picture.
AlexSuggested fit
Nearby scheduled work, no appointment overlap
Jordan
Nearby work, but an overlapping appointment needs review
Riley
No overlap; more estimated additional driving
An illustrative comparison, not a live recommendation. Your dispatcher reviews the available context.
MORE CONTEXT. A MORE INFORMED CHOICE.
Compare the schedule. Not just the distance.
When adding or editing company work, review eligible team members against the proposed appointment and their existing scheduled stops. Nearby company and assigned Network work can provide context.
Compare eligible team members and appointment overlaps. Availability reflects the recorded schedule—not live location, a guarantee of availability or a complete shift calendar.
02
How does it fit the day?
Review nearby scheduled work and estimated extra driving between stops. A technician who is close to one job may still be a less suitable fit for the proposed appointment.
03
What do you want to save?
Review the recommendation and any warnings before choosing an assignment. Suggested openings use default business-hour windows; you can enter custom times with conflict warnings.
SCHEDULE INTELLIGENCE DAY PLANNER
Step back. See the day together.
Select a day and the eligible scheduled jobs you want to analyze. Review technician-assignment suggestions, their reasoning and estimated driving impact—with customer appointment windows kept unchanged.
ILLUSTRATIVE DAY REVIEW · FICTIONAL DATA
APPOINTMENTREVIEW OUTCOMEWINDOW
Morning service visitKeep Alex assigned9–11 AM · unchanged
Equipment checkReview reassignment to Riley11 AM–1 PM · unchanged
Travel estimates use road directions where available. When directions aren’t available or the request budget is reached, analysis can use straight-line distance and approximate driving time.
The analysis compares scheduled job locations. It does not track technicians’ current positions or use their home/base locations. Previous and next scheduled stops can inform route fit; this is not live navigation or a guaranteed optimal route.
No guaranteed mileage savings. No automatic route optimization. Day Planner does not move appointment windows or change assignments without your approval.
CONTROL STAYS WITH YOUR BUSINESS
A recommendation. Your decision.
Owners and dispatchers with eligible Field Console Pro and manager access can review scheduling recommendations. Accurate service locations and recorded appointments make the context more useful.
Single-job analysis supports company-created work. Day Planner can analyze eligible company and assigned Network jobs; Network reassignment still follows its own assignment and operational requirements. CRM access does not enroll a business in the Dispatch Network.
Checks and plan access
Starter includes fair-use access. Pro and Pro Plus have monthly allowances; Custom has custom volume. Day Planner previews the checks required for the selected jobs before you run it.
Value reporting is available on eligible Pro Plus and Custom plans. Current plan settings and team permissions apply.
