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Automation BackboneShipped

Every service stop routed by rule, one loop a week

A zone-based dispatch engine on Salesforce Field Service: capacity-checked assignment, overflow, and a nightly re-sequence on real drive times.

  • Salesforce
  • Custom

The problem

A case came in, someone looked at a map, guessed a day, and called a driver. Drivers made solo runs across the same area on different days. Straight-line distance stood in for drive time, so a day that looked fine on the screen fell apart on the road.

What we built

Each service area gets one set day a week. When a case becomes a job, the engine checks the address is in range, offers the zone day or an expedite date, assigns a driver already nearby or the day's primary driver, and checks capacity warehouse to stops to warehouse. Over cap, the job overflows to a teammate. If every driver is full, it goes to a manual-review queue that keeps posting until a dispatcher clears it.

Customers can pick their own day from a private link; the self-scheduling portal is its own use case.

Nightly, Sunday through Thursday, the optimizer re-sequences the next day's stops on real drive times, rebalances between drivers, and posts each route to the team chat in driven order. Dispatchers can move a date and watch the job re-route itself, override an out-of-range address with the true drive time shown, or change a zone's coverage in configuration without a release.

Where AI does the work

No AI in this build. Here's why that was right: a stop fits a driver's day or it doesn't. The math is the same every time, and a dispatcher has to be able to predict it.

Where rules do the work

Zone resolution by ZIP, capacity checks at 15 minutes a stop with an 11-hour ceiling and a 50-stop cap, overflow to a teammate, a manual-review queue that re-posts every morning until cleared, and a nightly optimizer that re-sequences on live drive times.

Outcome

One live check caught the straight-line estimate at 594 minutes against 374 real, 59 percent high. One radius change moved 50 cases out of manual review or into a routable band.

Who this fits

  • Field-service teams dispatching from a spreadsheet and a map
  • Companies whose drivers cross the same area on different days
  • Dispatchers who need to override a route and see the real drive time when they do

See it running first.

Proof first. Then we'll talk about your stack.

How we work →