Schedule Optimization is an advanced scheduling engine that uses Operational Research and Machine Learning models to determine the best assignment for every job, balancing technician availability, travel time, skills, priority, and SLA requirements across your entire workforce simultaneously.
Most scheduling tools optimize locally. Schedule Optimization works across the full picture, fitting more jobs into working hours, routing technicians efficiently, reducing overtime, and giving priority work the placement it needs to meet commit times. When conditions change mid-day, it adapts instead of leaving dispatchers to manually rebuild the schedule.
The result is a schedule that does more with the same workforce: fewer miles driven, higher first-time fix rates, less overtime, and less dispatcher time spent solving problems the system should handle automatically.
Schedule optimization capability offers two main modes:
• Batch Optimization and Intraday Optimization (scheduled, prioritized, on-demand)
• Integration with FSM features: Territories, Capacity & Reservations, Planned Crews, Workforce Optimization, Advanced Task Dependencies, Agent Efficiency
• 40+ configurable constraints & objectives (travel, work, SLA, skill, overtime penalties)
- New
- None
- Changed
- None
- Fixed
- Agents with invalid location data (missing or zero latitude/longitude) are now excluded from Schedule Optimization runs. This prevents optimization errors and ensures only valid agent locations are considered.
- Overlapping travel duration for tasks started in the past.
- Removed
- None
- Required plugins and products
- Require Work Management and Geo Location from Field Service Management Core, ML Predictive Intelligence
- Dependencies
- Family Apps - com.snc.work_management, com.snc.geolocation and com.glide.platform_ml
- Store apps - FSM Map Provider Integration
- Properties that need to be created or set to activate the content pack - NA
- Affected business rules - NA
- Affected script includes - NA
- .jar files that need to get uploaded, if applicable - NA
Schedule Optimization feature works based on Platform ML Capability [fsm-optimizer]. The customer instance should be registered with the Platform ML Scheduler to establish connectivity with the respective capabilities.
Beans.ai, a third-party map provider, can be configured to determine travel estimation while scheduling. Necessary connection and credentials should be set up to avail this feature.