Recommend Customers (Nearest Job Finder)
The Smart Route Fill feature helps you quickly fill open spots on a technician’s route by identifying the most efficient jobs to add, based on proximity and timing. Instead of manually searching for nearby customers, the system automatically surfaces the best options that minimize drive time and maximize productivity.
What This Feature Does
When you click on an open spot in a route, the system:
Looks at the previous job location
Searches for customers with due jobs within a selected date range
Calculates which jobs are closest geographically
Returns a list of jobs that will add the least amount of drive time
This allows you to make fast, data-driven decisions when building or optimizing routes.
How to Use Smart Route Fill
Go to Routing → Calendar
Select the route you are working on
Click on an open spot in the route
In the Recommend Customer popup:
Select a date range to search for due jobs
Review the list of suggested jobs
Choose the job you want to add:
Jobs are ordered by efficiency (least added drive time first)
Confirm your selection to add the job to the route
How Jobs Are Selected
The system prioritizes:
Proximity to the previous job
Jobs due within your selected date range
Minimal additional drive time
This ensures each added job keeps the route as tight and efficient as possible.
Benefits
Saves Time for Office Staff
Eliminates manual searching and guesswork when filling routesReduces Drive Time & Fuel Costs
Routes are optimized for geographic efficiencyIncreases Daily Production
Technicians spend more time servicing and less time drivingImproves Route Quality
More consistent and optimized scheduling across your team
Best Practices
Use a narrow date range when you need to prioritize urgent or overdue jobs
Use a wider date range when trying to fully optimize a route for the day
Periodically review routes to identify additional open spots that can be filled efficiently
Recommend Customers is designed to take the complexity out of route optimization, helping you build tighter routes, reduce operational costs, and get more done each day with the same team.