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  • Introduction

Field Service Routing

    • Introduction
    • Getting started: Hello world
    • User guide
      • Terms
      • Use case guide
      • Planning AI concepts
      • Integration
      • Constraints
      • Understanding the API
      • Demo datasets
      • Input datasets
        • Model configuration
        • Model input
        • Planning window
        • Time zones and daylight-saving time (DST)
      • Routing with Timefold’s maps service
      • Input validation
      • Model response
      • Key performance indicators (KPIs)
      • Metrics and optimization goals
    • Vehicle resource constraints
      • Shift hours and overtime
      • Lunch breaks and personal appointments
      • Fairness
      • Route optimization
      • Technician costs
      • Technician ratings
    • Visit service constraints
      • Time windows and opening hours
      • Skills
      • Visit dependencies
      • Multi-vehicle visits
      • Movable visits and multi-day schedules
      • Priority visits and optional visits
      • Visit service level agreement (SLA)
      • Visit requirements, area affinity, and tags
        • Visit requirements
        • Technician coverage area
        • Tags
    • Recommendations
      • Visit time window recommendations
      • Visit group time window recommendations
    • Real-time planning
      • Real-time planning: extended visit
      • Real-time planning: reassignment
      • Real-time planning: emergency visit
      • Real-time planning: no show
      • Real-time planning: technician ill
      • Real-time planning: pinning visits
    • Real-time planning (preview)
      • Real-time planning: extended visit (preview)
      • Real-time planning: reassignment (preview)
      • Real-time planning: emergency visit (preview)
      • Real-time planning: no show (Preview)
      • Real-time planning: technician ill (Preview)
      • Real-time planning: pinning visits (preview)
    • Scenarios
      • Long-running visits
      • Configuring labor law compliance
    • Changelog
    • Upgrade to the latest version
    • Feature requests

Introduction

The Field Service Routing model is one of Timefold’s Planning AI models and is available on the Timefold Platform.

The Field Service Routing model assigns customer visits to vehicles (and the technicians in those vehicles) with the goal of increasing the number of scheduled visits technicians can make by minimizing the amount of time they spend traveling and waiting between visits.

The model runs on the Timefold Platform and the application includes Timefold Enterprise Solver, a scalable optimization engine that can solve complex constraint satisfaction problems.

The Field Service Routing model includes constraints for:

  1. Scheduling customer visits when customers have agreed to be available.

  2. Assigning technicians with the right skills for the visit.

  3. Coordinating visits that require multiple technicians.

  4. Prioritizing visits and meeting visit requirements.

  5. Fairly assigning work to technicians and respecting their work hours.

To learn more about individual constraints, see the Vehicle resource constraints and Visit service constraints guides.

Visualization of a Field Service Routing schedule
Figure 1. Visualization of a Field Service Routing schedule

Constraints have configurable weights, making them adjustable to meet different business goals and priorities.

The integrated maps service provides real-world routing and optimizing for the shortest travel time or travel distance.

The real time planning API makes plans adaptable when unforeseen events inevitably occur, and the recommendations API can help you figure out which technicians to assign to which customer visits.

The REST API layer is defined on top of the model and serves as a communication point with the engine to provide a stable interface that allows you to manage the lifecycle of the optimization problem, from submitting the initial dataset to retrieving the final solution.

Introduction for integration & application developers

Backend developers, integration engineers, full-stack developers, and technical consultants implement the model in an application or workflow.

Concern Documentation

How to get a first working solution quickly

Getting started: Hello world

Correct API usage

Understanding the API, Integration, Dataset lifecycle

Understanding available constraints and features

Vehicle resource constraints and Visit service constraints

Debugging invalid inputs or unexpected results

Input validation

How the model supports reacting to unexpected events and replanning

Real-time planning

Performance tuning

Configuration parameters and profiles

Introduction for platform & enterprise architects

Enterprise architects, solution architects, security architects, IT governance leads, and platform owners are responsible for system integration, compliance, and long-term maintainability.

Concern Documentation

How the model integrates into existing enterprise systems

Integration

API contracts, and long-term stability

Model maturity and versioning

Authentication, authorization, and request integrity

API keys, Member management and roles, Secrets management

Auditability of configuration changes

Reviewing the audit log

Risk profile, product security, data security and general trust

Trust

Introduction for product, business & decision makers

Product managers, project managers, business analysts, operations managers, and executives evaluate value, scope, and speed of delivery.

Concern Documentation

What business problems the model solves

Use case guide, Metrics and optimization goals

How results can be evaluated and explained to stakeholders

Interpreting dataset results, Validating an optimized plan with Explainable AI

How the model handles labor law compliance

Configuring labor law compliance

How the model can support strategic decision making

Uncovering inefficiencies in operational planning, Balancing different optimization goals

Following up on new features

Changelog and Upgrade to the latest version

Whether the model can evolve with changing business needs

Feature requests

Next

  • See the full API spec or try the online API.

  • Learn more about field service routing from our YouTube playlist.

  • Follow the Getting started guide.

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