How Route Optimization Helps Field Service Executives

How Route Optimization Helps Field Service Executives, Zeo Route Planner
Reading Time: 3 minutes

When you are in a services business, it is difficult to differentiate from the competitors. You may think of competing on price but that will eventually hurt your business.

One way to stand out from the competition is to be known for your customer service. As a field service executive, you have to meet customer expectations not only in terms of delivering the service but also reaching the customer on time.

Planning your daily routes can get complicated as no two routes are the same. Also, spending more time on the road to reach the client would mean lesser service requests being fulfilled in a day. This would mean not only lower revenue but also higher fuel & maintenance costs.

This is where route optimization comes into the picture!

Route optimization means planning the most cost-efficient and time-efficient route for your team. It does not only mean finding the shortest route between point A and point B but planning an efficient route with multiple stops and constraints.

Hop on a quick demo call to learn how Zeo can easily provide optimized routes for your executives!

How route optimization helps field service executives?

  • Provides the most efficient routes

    Route optimization helps in planning the most efficient route within seconds for your field service executive. As the executive follows an optimized route, it helps the business save fuel costs. It also helps in controlling maintenance costs as the vehicle goes through lesser wear & tear.

  • Considers skills while optimizing

    Route optimization software like Zeo lets you create profiles of your field executives along with their skills. The required skills are taken into consideration while optimizing the routes. This ensures that the executive with the right skills reaches the client and the job gets done on the first visit itself.
    Read more: Skill-Based Job Assignment

  • Saves time

    Using route optimization software means much less time is spent planning the route every day. It also means lesser time is wasted in traveling to the clients. This saved time can be used towards servicing more requests in a day.

  • Enhance customer satisfaction

    A route planner helps you calculate more accurate ETAs and communicate the same to the customer. Enabling the customer to track the live location of the executive adds to a positive experience. Customer satisfaction increases as the executive reaches the customer on time.

    Customers are always looking for reliable and efficient service providers. Providing exceptional customer service will help you gain their trust and build a loyal customer base.

  • Increased productivity of the executive

    Being stuck in traffic and spending less time doing the work they are skilled in can be frustrating for the executives. With route planning you can ensure that your field executives can reach the customer faster as compared to the competition. As executives spend more time doing the work they enjoy, their job satisfaction increases. This helps in keeping the attrition rate in check.

    It can be cumbersome to switch between the route planner and the navigation app on the way. Zeo also offers in-app navigation (for iOS users) so that the executives have a hassle-free experience.
    Read more: Now Navigate From Zeo Itself- Introducing In-App Navigation For Ios Users

  • Electronic proof of service

    The field service executives can collect the proof of completion of service right on their smartphones via the route planner app itself. This saves them the hassle of collecting the proof on paper and ensuring the safety of documents. They can not only collect a digital signature but also click a picture via the app as proof of service.

    Using route optimization software is fairly straightforward. You can easily create a route by adding all the stops, providing the start and end locations, and updating more details about the stop. The driver app comes with useful features and makes the life of your field service executives simpler!

    Start small by signing up for a free trial of Zeo Route Planner and witness its power yourself!

  • Conclusion

    The benefits of using route optimization software far outweigh the costs. Route optimization is a powerful tool that helps field service executives overcome their challenges and provide great customer service. It not only increases the productivity of field service executives but also improves the profitability of your business!

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    How to Create Route?

    How do I add stop by typing and searching? Web

    Follow these steps to add a stop by typing and searching:

    • Go to Playground Page. You will find a search box in top left.
    • Type in your desired stop and it will show search results as you type.
    • Select one of the search results to add the stop to list of unassigned stops.

    How do I import stops in bulk from an excel file? Web

    Follow these steps to add stops in bulk using an excel file:

    • Go to Playground Page.
    • In top right corner you will see import icon. Press on that icon & a modal will open.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • If you don’t have an existing file, you can download a sample file and input all your data accordingly, then upload it.
    • In the new window, upload your file and match the headers & confirm mappings.
    • Review your confirmed data and add the stop.

    How do I import stops from an image? Mobile

    Follow these steps to add stops in bulk by uploading an image:

    • Go to Zeo Route Planner App and open On Ride page.
    • Bottom bar has 3 icons in left. Press on image icon.
    • Select the image from gallery if you already have one or take a picture if you don’t have existing.
    • Adjust the crop for the selected image & press crop.
    • Zeo will automatically detect the addresses from the image. Press on done and then save & optimize to create route.

    How do I add a stop using Latitude and Longitude? Mobile

    Follow these steps to add stop if you have Latitude & Longitude of the address:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
    • Below search bar, select the “by lat long” option and then enter the latitude and longitude in the search bar.
    • You will see results in the search, select one of them.
    • Select additional options according to your need & click on “Done adding stops”.

    How do I add a using a QR Code? Mobile

    Follow these steps to add stop using QR Code:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Bottom bar has 3 icons in left. Press on QR code icon.
    • It will open up a QR Code scanner. You can scan normal QR code as well as FedEx QR code and it will automatically detect address.
    • Add the stop to route with any additional options.

    How do I delete a stop? Mobile

    Follow these steps to delete a stop:

    • Go to Zeo Route Planner App and open On Ride page.
    • You will see a icon. Press on that icon & press on New Route.
    • Add some stops using any of the methods & click on save & optimize.
    • From the list of stops that you have, long press on any stop that you want to delete.
    • It will open window asking you to select the stops that you want to remove. Click on Remove button and it will delete the stop from your route.