How the Routing Workbench works
- Choose the work. The search and filters decide which pending jobs go into the plan — the same filters as Scheduling, plus inspection and service type so you can plan, say, only fire alarm inspections. Everything matching appears under Pending Jobs; use to drop one from this session.
- Set the dates and the limits. Schedule From and Schedule Through bound the dates the router may use — it will not place work outside them. Drive Cap is the most driving one technician may do in a day, including the trip back to where their day ends. Senior Preservation keeps your most capable people free for work only they can do.
- Solve, then game it. Nothing is saved until you publish. Pin a stop with to lock it to that technician and day, change a setting, and solve again — pinned jobs stay put while everything else re-routes.
Jobs already on a technician's calendar appear greyed as Already scheduled.
They keep their real times, take up capacity and count toward driving, and the router will
never move them.