Visit scheduling with customer confirmation

Determine the best field workers to perform visits considering logistics constraints. Receive confirmation from customers or let them reschedule orders when they are not available.

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  Free 14-day trial      No credit card required

visit scheduling

Visit scheduling with customer confirmation

Determine the best field workers to perform visits considering logistics constraints. Receive confirmation from customers or let them reschedule orders when they are not available.

Start your free trial ➝
Book a demo ➝

15,000+ routes optimized each month by these companies which have chosen the route optimization software AntsRoute to grow.

Get order confirmation from customers

visit scheduling

Get order confirmation from customers

Schedule visits and confirm date with customers

The objective of the visit scheduling is to determine the best field workers to perform visits which must be done before a due date. Then, routes must be defined to cut down costs, travel time and distance. Finally, schedulers must confirm scheduled date with customers.

Track field workers and create route reports

The objective is to track the progress of drivers via the mobile application and communicate with them in real-time about last-minute updates.

How to build the most efficient routes?

visit scheduling

01

Assign orders considering logistics constraints and already scheduled visits

AntsRoute offers several methods to smartly spread orders within a defined time horizon. For example, simple visit scheduling between two dates or the prioritization according to the due date. An excel or csv. file with a list of orders to schedule can be directly imported via the AntsRoute web interface. When the GPS coordinates are not defined in your file, the software directly geocodes the addresses.

visit scheduling

02

Build the most efficient routes

AntsRoute smartly spreads orders to schedule within a defined time horizon before optimizing daily routes. Thus, smart visit scheduling solutions avoid the planning of two visits at the two ends of a specific geographical area on the same day. The route optimization software cuts down planning time, costs and travel distance integrating factors like time windows, working hours, breaks and skills of drivers, capacity of vehicles, traffic conditions and more.

visit scheduling

visit scheduling

03

Receive customers’ confirmations

After having scheduled orders and optimized routes, customers receive an automated email or SMS notifications to confirm date and time slot. Different colors are used to define the state of orders. For example, when customers confirm orders, the state is “confirmed” and it is displayed in green. 

visit scheduling

04

Reschedule orders considering customer expectations

Your customers have the possibility to confirm or reschedule appointments directly via their own smartphone. Furthermore, operations managers can smartly reschedule orders in a few clicks when customers are not available on the scheduled date. The AntsRoute software completes current routes.

visit scheduling

visit scheduling

05

Keep your customers updated

Automate the SMS and email alerts sending to remind customers of upcoming visits. Inform your customers when the drivers are on their way and when orders are completed.

visit scheduling

06

Track drivers and technicians in the field

Drivers and field workers navigate easily via the intuitive AntsRoute mobile application using Waze and Google Maps. Furthermore, the collect of comments, photos and customer signatures with geofence is automated. Managers communicate with field workers in real-time and send them updates.

visit scheduling

visit scheduling

07

Analyze the performance of your team

The route optimization software gives access to a list of performance indicators like occupancy rate, orders in advance or late and more. Users can export files to communicate these data during various presentations.

visit scheduling

 

Make visit scheduling with customer confirmation easier with AntsRoute

visit scheduling

Make visit scheduling with customer confirmation easier with AntsRoute

Vehicles

Types (light vehicle, heavy goods vehicle),
Engine power (combustion, NGV, electric),
Capacity of vehicles (weight, volume, parcels),
Costs and driving objectives,
Accessibility to depots(loading platform),
Compartments,
Traffic constraints

Orders

Duration,
Required skills,
Required licenses,
Priority orders,
Time slots,
Driving conditions (traffic jam, topography, weather),
Maximum duration between the first visit and the end of the route

Drivers and technicians

Availabilities (working hours, absences, breaks or maximum working hours),
Departure address (office, home, other),
Agents assigned to specific geographical areas,
Skills and licenses,
Hourly costs

Customers

Time windows,
Specific licenses,
Priority customers,
Preferred drivers or technicians

AntsRoute is designed to meet every business needs

visit scheduling

Equipment installation    ➝
Stand by your contractual commitments and improve the first visit resolution rate.

visit scheduling

Home care    ➝
Make home-based care for patients easier and improve working conditions.

visit scheduling

Equipment installation    ➝
Stand by your contractual commitments and improve the first visit resolution rate.

visit scheduling

Home care    ➝
Make home-based care for patients easier and improve working conditions.

ENJOY FREE 14-DAY TRIAL

Grow your business with AntsRoute

  Free 14-day trial    No credit card required  Easy setup

Free 14-day trial ➝      Book a demo ➝

Free 14-day trial ➝
Book a demo ➝