Exercise #3 - Optimized routes and smart reporting


Learn how Dispatch provides real-time dispatch stats and optimized routes for field workers. This means reduced costs and increased productivity for businesses.

Note: This exercise builds on the previous two, so we recommend using the same Vehicle Tracker application and completing the exercises in order. You can see Exercise 1 here and Exercise 2 here.

Optimizing Routes

First, you’ll build a more complex route than in Exercise 2 (this time with 3 or more jobs). Then you’ll optimize it - mobile workers will spend less time traveling and less time idling, which means reduced fuel costs and increased efficiency.

Create a Route

Log in to the same application you used for Exercise 1 as an admin user. Go to the Dispatch Panel.
You may create a route using the + Route button as we did in the last exercise, or you may create a route directly on the map (as we’ll do in this exercise).

To create a new route:

1. Right-click on the starting location of the route on the map. Select Start new Route (here).


2. Name your route and fill in the Worker as Exercise1Worker (the worker you created in Exercise 1 and have logged into your Dispatch mobile app). Leave the route state as Planned, which will allow you to add more jobs by right-clicking on the map.

3. Create at least two more jobs by right-clicking on the map and selecting Add Step to Current Route. Do not use job locations in a straight line - vary the locations as you might see in a real route. This will allow us to optimize the route after it is created.


After you have added the jobs to your route, the map will show the current route (based on the order in which the jobs were added on the map). This may not be the most efficient route.


Optimize a Route

1. Click Optimize on the Jobs panel in the Add Route window. Based on the location of the jobs, you will see the job order change. Job 1 (aka your starting location) will remain first, and the other jobs will be arranged in the most efficient driving route.


2. Save the route by clicking Save in the Add Route window. You should now be able to see the route under Exercise1Worker in the Dispatch panel. The jobs will be inside of blue route buttons.

3. Right-click on the route and select Dispatch All to dispatch the route to Exercise1Worker.

You should receive notifications in your Dispatch mobile app for Exercise1Worker. Do not complete the jobs in your mobile app at this point in the exercise.

Dispatch Reporting

Real-time stats are available in the Dispatch (Analyze) panel. Reports provide end-of-day statistics.

Analyze - Operator and Worker Productivity

1. Go to the Dispatch (Analyze) tab within your Dispatch window. It shows a summary of the day’s productivity in real-time. The two left statistics are for operators/dispatchers, and the two right statistics are for mobile workers.

Operator Stats

  • Assigned jobs shows the % of created jobs that have been assigned to field workers.
  • Dispatched jobs shows the % of assigned jobs that have been dispatched to field workers.


2. Click on the arrows next to each chart to switch between stats: Assigned/Unassigned and Dispatched/Planned.
You will see stats on the route you created earlier as well as any other jobs & routes you may have scheduled today.

Worker Stats

  • Finished jobs shows the % of jobs marked complete from today’s total dispatched jobs.
  • Finished on time shows the % of jobs completed on or before their scheduled time.



You may have 0% on both of these stats (unless you’ve done additional testing today). 
Log in to the Dispatch mobile app and complete jobs assigned to Exercise1Worker.
You will notice the Analyze Panel updating in real-time as jobs are marked finished in the mobile app.

Dispatch Reports

To get a more detailed breakdown of the mobile worker activity, you can run reports. The reports for Dispatch are DI1000 Completed Jobs and DI1001 Completed Jobs (Vehicle). If you need to add the reports to your application, first activate the reports in your Site Admin (click here for more details if you need help with this step).

Setting up the reports in your Vehicle Tracker for Dispatch:

  1. In your application, go to Reports > Manage Reports.
  2. Select DI1000 Completed Jobs from the Report definitions dropdown and click Open.
  3. Set any default parameters you would like and click Save.
  4. Select DI1001 Completed Jobs (Vehicle) from the Report definitions dropdown and click Open.
  5. Set any default parameters you would like and click Save.

Your Dispatch Jobs reports are now in the Reports dropdown menu.
Run both reports using dates on which you’ve generated test dispatch data. 

Congrats! You just learned how to optimize routes and report on Dispatch activity, which are both critical for reducing costs.