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Fleet Platform

Smart Auto-Assignment
for Your Fleet

Automatically match stops to the right team members based on skills, location,
vehicle capacity, and availability. Save hours on manual dispatch decisions.

Auto-Assignment, Zeo Route Planner
  • 75%

    Less time spent on dispatch 

  • 5

    Assignment methods available

  • 98%

    Right-first-time assignment rate

5 Ways to Assign Work Intelligently

Match the right team member to every job based on what matters most to your operation

  • Frame 1707478315, Zeo Route Planner

    Skill-Based Assignment

    Match stops to team members with the required certifications, training, or expertise. Ensure qualified personnel handle specialized jobs.

    • Define custom skill tags for your team
    • Tag stops with required skills
    • Auto-match ensures compliance
    • Multiple skills per team member supported
  • Frame 1707478314 20, Zeo Route Planner

    Territory/Zone Assignment

    Assign work based on geographic territories. Team members own specific areas, building customer relationships and local expertise.

    • Draw custom zones on the map
    • Assign team members to territories
    • Stops auto-route to zone owner
    • Overflow rules for busy periods
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    Vehicle-Capacity Matching

    Automatically consider vehicle size, type, and capacity when assigning stops. Never overload a vehicle or send the wrong equipment.

    • Set weight/volume limits per vehicle
    • Track running totals during assignment
    • Vehicle type requirements (refrigerated, etc.)
    • Equipment/tool inventory tracking
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    Store/Hub Assignment

    Route work through specific depots, warehouses, or branch locations. Optimize for pickup points and inventory availability.

    • Multiple hub locations supported
    • Auto-assign to nearest hub
    • Hub-specific team rosters
    • Cross-hub overflow handling
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    Driver-Customer Pairing

    Maintain consistent relationships by assigning the same team member to recurring customers. Build trust and improve service quality with familiar faces.

    • Save preferred driver per customer
    • Auto-assign based on history
    • Override available when needed
    • Relationship continuity tracking

How Auto-Assignment Works

Intelligent matching happens automatically as you build routes

1

Configure Rules

Set up skills, zones, vehicle capacities, and assignment priorities

2

Import Stops

Add stops with requirements (skills needed, size, location)

3

Auto-Match

System matches stops to qualified, available team members

4

Review & Dispatch

Review assignments, make adjustments, and dispatch routes

Manual Dispatch vs.
Auto-Assignment

See the difference intelligent assignment makes

Auto-Assignment, Zeo Route Planner
Manual Dispatch

 

  • Hours spent deciding who gets which stops
  • Wrong team member sent to specialized jobs
  • Vehicles overloaded or underutilized
  • Territory conflicts between team members
  • Inconsistent customer experiences

Auto-Assignment, Zeo Route Planner
Auto-Assignment
 

  • Assignments made in seconds, not hours
  • Right skills matched to every job
  • Optimal vehicle utilization automatically
  • Clear territory ownership and coverage
  • Consistent service from familiar faces

How Businesses Use Auto-Assignment

Smart assignment works across industries

DELIVERY

Pharmacy with Multiple Vehicle Types

A pharmacy delivery service uses auto-assignment to match temperature-sensitive medications to refrigerated vehicles, controlled substances to certified drivers, and heavy equipment to vehicles with lift gates. Compliance is automatic.

FIELD SERVICE

HVAC Company with Specialized Techs

An HVAC company assigns jobs based on technician certifications—EPA-certified techs get refrigerant work, gas-certified techs handle furnaces. Zone assignment ensures technicians build expertise in their territory.

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Stop Spending Hours on Dispatch Decisions

Let auto-assignment match the right team member to every job automatically.

Group 1707478363, Zeo Route Planner

Zeo Questionnaire

Frequently
Asked
Questions

Know More

Auto-Assignment

Can I override auto-assignments?

Yes, auto-assignment is a suggestion that you can always override. Drag and drop stops between team members, or manually assign specific stops before running auto-assignment on the rest.

What if no team member matches all requirements?

You'll see a warning for stops that can't be matched. You can then relax requirements, assign manually, or schedule for a day when qualified team members are available.

Can I combine multiple assignment methods?

Absolutely. You can layer requirements—for example, skill-based AND zone-based assignment together. Set priority order to determine which rules take precedence.

Does this work with recurring routes?

Yes, auto-assignment works seamlessly with recurring routes. Set up assignment rules once, and they apply every time the route generates. Driver overrides by day of week are also supported.

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