Plan field service routes and jobs

Businesses with field staff plan routes and jobs, such as delivery services, home care services and tradespeople

Needs setupAI Act: no extra obligationsPlanning assignments & processesMobility & logistics, Nursing & care, Skilled trades

Fits: Sales · Office, administration & casework · Logistics & warehousing · Health & care · Field service & trades

Fewer empty runs and less rushing between jobs. Time windows, qualifications and breaks are already in the plan instead of being patched up by phone in the morning.

Is this for you?

  • Every day you drive to customers, patients or sites with several vehicles or teams, and today you plan this on a pinboard, in Excel or in your head.
  • There are fixed time windows, jobs that only certain people may do, and last-minute changes that regularly throw the day into disarray.
First step today

Take a typical morning, replace names and addresses with codes and districts, and use the template below to calculate a plan for two vehicles. Check every line yourself and compare with the plan you actually drove.

How to go about it

  1. Write down the planning goal and fixed rules
  2. Record jobs, durations and people
  3. Have routes calculated
  4. Have dispatch check the routes
  5. Give routes to drivers and teams
  6. In the evening, compare the plan with the routes driven

Templates to copy

Try it now
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Plan the rollout
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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

27 more use cases follow the pattern “Planning assignments & processes”.

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G-ML-01 · Legal status 08.10.2026