The Omega EDI Route Optimizer automatically builds the most efficient daily routes for your mobile technicians. Give it a day's worth of appointments and your available technicians, and it assigns every job to the right tech, in the right order, at the right time. Omega factors in real-world drive time, requested appointment windows, technician skills, capacity, breaks, scheduled time off, and even glass pickup stops at your suppliers.

The optimizer is only as good as the data you give it. For best results, make sure:

Open the Appointments page, filter to the date (and location/territory) you want to route, then click the Route Optimizer button.

Select which appointments to include. The table shows each appointment's job number, requested window, service address, labor hours, tags, required skills, and the currently assigned technician (if any).

Notes:

Pick which technicians are available to run routes. For each technician you can set:

Notes:

Limit: Up to 40 technicians can be optimized at a time.

This is where you control how the optimizer thinks. There are five settings: the Optimization Strategy plus four toggles under Advanced Settings.

The timezone used to interpret the route and all start/end times. It defaults to your current timezone; change it if you're dispatching for a territory in a different timezone.

Allow optimizer to override current technician
When enabled (default), the optimizer is free to move any appointment to whichever technician produces the best overall routes. When off, appointments that already have a technician are locked to that technician; the optimizer will only decide the best order and timing of their existing jobs. Unassigned appointments will be assigned to the best technician. Turn this off when you only want the driving order optimized.

Only assign a technician with required skills
When enabled (default), an appointment that requires a skill (e.g. ADAS calibration) will only be assigned to a technician who has that skill. Jobs that no available technician is qualified will be unassigned. When off, skills are ignored entirely and any technician can be assigned to any job.

Allow technician capacity to be exceeded
When enabled (default), the optimizer ignores technician capacity and will assign as many jobs as fit in each technician's time window. When off, each technician is hard-capped at their capacity — once they hit that number of jobs, the optimizer moves on to someone else, and overflow jobs may come back unassigned.

Allow optimizer to consider Purchase Order stops
When enabled (default), the optimizer looks for open will call purchase orders for the selected appointments and automatically routes the technicians in a way that they can efficiently pick up will call parts. When off, supplier pickups are not routed.

Setup Time (minutes) (default: 15)

The fixed prep time at the start of each stop before the actual work begins. This is carved out of each job's estimated on-site time (a 1-hour job becomes 15 minutes of setup + 45 minutes of work), so the total time at a stop doesn't change. What *does* change: when a technician has back-to-back jobs at the same location, setup time is only counted once — sequential appointments are scheduled faster, packing multi-vehicle stops (fleets, dealerships) more realistically.

Increase it if your techs need longer to stage each stop; set it to 0 to treat every job's full time as working time.

When you're ready, click Optimize. The optimizer will work for a few seconds to a couple of minutes depending on the size of your schedule and number of technicians.

When the optimization finishes, scheduled times and technicians are automatically applied to the appointments. The Results step shows a summary of what happened.

You can click Back to adjust settings and re-run the optimization.

The Route Optimizer report (in Reports) shows a history of every optimization run: the date, who ran it, location and territory, how many appointments and technicians were involved, how many jobs went unsolved, total distance, driving/waiting/working hours, efficiency, and any errors reported for unassigned jobs.